6 names are moving together; 17% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| FERG | Ferguson Enterprises Inc. | Industrials | +0.6% | Group member |
| OSK | Oshkosh Corporation (Holding Co | Industrials | -0.0% | Most structurally connected |
| GBX | Greenbrier Companies, Inc. (The | Industrials | -1.7% | Group member |
| BURL | Burlington Stores, Inc. | Consumer Cyclical | +2.1% | Group member |
| TPR | Tapestry, Inc. | Consumer Cyclical | -0.5% | Group member |
| FELE | Franklin Electric Co., Inc. | Industrials | +1.3% | Group member |
Cohort
6 namesParticipation
17% this sessionObserved history
1 daily buildsFiling coverage
6/6 memberstariffs / trade costs affecting gross margin
“The decrease in consolidated gross margin was primarily due to unfavorable sales mix (210 basis points), higher material costs (140 basis points) largely related to higher tariff costs and higher manufacturing overhead costs (140 basis points), offset in part by improved pricing (110 basis points).”
OSK 10-Q
demand / volume affecting revenue
“The Company expects Vocational segment sales of approximately $4.2 billion in 2026, an increase of approximately 13.0% compared to 2025 sales reflecting expected increases in production volume from improved throughput and improvements in pricing in municipal fire apparatus as the Vocational segment delivers its backlog.”
OSK 10-K
restructuring
“As a result of the assessment, the Company recorded an impairment charge of $38.7 million in 2024.”
OSK 10-K
Water Solutions & Apparel can stay leader-led if TPR and the next software names fail to join while OSK keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.