credit / rates affecting interest expense
“This decrease was partially offset by the impact from AdaptHealth's interest rate swap agreements, which reduced interest expense by $0.1 million and $0.9 million in 2026 and 2025, respectively.”
AHCO 10-Q
Confirmed
Insurance and Packaged Foods
14 names are moving together; 43% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NNI | Nelnet, Inc. | Financial Services | +0.3% | Group member |
| SIMO | Silicon Motion Technology Corpo | Technology | +3.1% | Group member |
| BWIN | The Baldwin Insurance Group, In | Financial Services | -3.0% | Group member |
| SLDE | Slide Insurance Holdings, Inc. | Financial Services | -2.3% | Group member |
| FAF | First American Corporation (New | Financial Services | -0.4% | Group member |
| CPB | The Campbell's Company | Consumer Defensive | -0.3% | Group member |
| RRR | Red Rock Resorts, Inc. | Consumer Cyclical | -0.7% | Group member |
| FRPT | Freshpet, Inc. | Consumer Defensive | -3.1% | Group member |
| UNF | Unifirst Corporation | Industrials | +0.8% | Most structurally connected |
| AHCO | AdaptHealth Corp. | Healthcare | -0.8% | Group member |
| GIS | General Mills, Inc. | Consumer Defensive | -0.4% | Group member |
| KHC | The Kraft Heinz Company | Consumer Defensive | -0.6% | Group member |
| STC | Stewart Information Services Co | Financial Services | -0.8% | Group member |
| SMPL | The Simply Good Foods Company | Consumer Defensive | -7.2% | Group member |
Why we believe this
Cohort
14 namesParticipation
43% this sessionObserved history
1 daily buildsFiling coverage
13/14 membersrestructuring affecting expense
“General and administrative expenses in the 2024 period included less than $0.1 million of equity-based compensation expense and $8.3 million of other non-recurring expenses, consisting of $3.2 million of severance charges (primarily related to the separation of the Company's former President), $2.8 million of consulting expenses associated with systems implementation activities, $2.0 million of consulting expenses associated with asset dispositions, $0.5 million of expenses associated with litigation, partially offset by $0.2 million of other income.”
AHCO 10-Q
restructuring
“The impairment charge was primarily driven by revisions to the Company's financial projections.”
AHCO 10-K
Insurance and Packaged Foods can stay leader-led if SLDE and the next software names fail to join while UNF keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.