input costs affecting expense
“This increase was partially offset by: • inflationary cost increases, including higher tariffs and certain raw material costs.”
PNR 10-Q
Confirmed
Risk-Off Basket · PNR
14 names are moving together; 29% 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 |
|---|---|---|---|---|
| WGO | Winnebago Industries, Inc. | Consumer Cyclical | +0.6% | Group member |
| VIV | Telefonica Brasil S.A. | Communication Services | -2.9% | Group member |
| CSTL | Castle Biosciences, Inc. | Healthcare | -3.0% | Group member |
| BLDR | Builders FirstSource, Inc. | Industrials | -2.9% | Group member |
| CYTK | Cytokinetics, Incorporated | Healthcare | -3.0% | Group member |
| BNTX | BioNTech SE | Healthcare | -1.5% | Group member |
| PHM | PulteGroup, Inc. | Consumer Cyclical | -0.8% | Group member |
| PNR | Pentair plc. | Industrials | +0.5% | Most structurally connected |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | -1.8% | Group member |
| DRH | Diamondrock Hospitality Company | Real Estate | +0.0% | Group member |
| ITGR | Integer Holdings Corporation | Healthcare | +3.0% | Group member |
| KOF | Coca Cola Femsa S.A.B. de C.V. | Consumer Defensive | -0.7% | Group member |
| SON | Sonoco Products Company | Consumer Cyclical | -4.0% | Group member |
| THO | Thor Industries, Inc. | Consumer Cyclical | -1.3% | Group member |
Why we believe this
Cohort
14 namesParticipation
29% this sessionObserved history
1 daily buildsFiling coverage
11/14 memberscredit / rates affecting interest expense
“Net interest expense The 2.0 percent increase in net interest expense in the first quarter of 2026 from 2025 was primarily driven by: • a reduction of interest income due to lower cash balances in the first quarter of 2026 compared to the first quarter of 2025.”
PNR 10-Q
restructuring affecting expense
“Selling, general and administrative expenses (“SG&A”) The 1.7 percentage point increase in SG&A as a percentage of net sales in the first quarter of 2026 from 2025 was primarily driven by: • restructuring and other costs of $21.4 million in the first quarter of 2026, compared to $10.5 million in the first quarter of 2025; and • transformation costs of $11.5 million in the first quarter of 2026, compared to $9.1 million in the first quarter of 2025.”
PNR 10-Q
Breadth and sponsorship may keep weakening, leaving the move isolated.
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.