22 names are moving together; 95% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ALK | Alaska Air Group, Inc. | Industrials | +0.1% | Group member |
| LTM | LATAM Airlines Group S.A. | Industrials | +0.5% | Group member |
| CCL | Carnival Corporation Ltd. | Consumer Cyclical | -0.4% | Group member |
| UAL | United Airlines Holdings, Inc. | Industrials | -0.7% | Group member |
| SGI | Somnigroup International Inc. | Consumer Cyclical | +0.8% | Group member |
| DAL | Delta Air Lines, Inc. | Industrials | -0.8% | Group member |
| RYAAY | Ryanair Holdings plc | Industrials | +0.5% | Most structurally connected |
| W | Wayfair Inc. | Consumer Cyclical | +2.6% | Group member |
| RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | -1.8% | Group member |
| TWST | Twist Bioscience Corporation | Healthcare | +2.5% | Group member |
| CAAP | Corporacion America Airports SA | Industrials | +0.9% | Group member |
| LUV | Southwest Airlines Company | Industrials | -0.8% | Group member |
| SKYW | SkyWest, Inc. | Industrials | -0.5% | Group member |
| IP | International Paper Company | Consumer Cyclical | -1.4% | Group member |
| CPA | Copa Holdings, S.A. | Industrials | +2.1% | Group member |
| AAL | American Airlines Group, Inc. | Industrials | -3.9% | Group member |
| SW | Smurfit WestRock plc | Consumer Cyclical | -0.6% | Group member |
| VIK | Viking Holdings Ltd | Consumer Cyclical | -0.6% | Group member |
| ELAN | Elanco Animal Health Incorporat | Healthcare | +1.6% | Group member |
| NCLH | Norwegian Cruise Line Holdings | Consumer Cyclical | -0.9% | Group member |
| VVV | Valvoline Inc. | Consumer Cyclical | +0.9% | Group member |
| PKG | Packaging Corporation of Americ | Consumer Cyclical | -0.1% | Group member |
Cohort
22 namesParticipation
95% this sessionObserved history
1 daily buildsFiling coverage
17/22 memberscredit / rates affecting interest expense
“Interest expense, net decreased $218 million, or 11.2%, in 2025 compared to 2024 primarily due to lower interest rates on our variable-rate debt instruments and lower outstanding debt in 2025, as we continue our efforts to strengthen the balance sheet.”
AAL 10-K
demand / volume affecting revenue
“Our passenger revenue in 2025 was impacted by the American Eagle flight 5342 accident and softness in domestic demand for air travel in the first half of the year, offset by strength in international travel, particularly in the Atlantic and Pacific regions, and recovery in domestic travel in the second half of the year despite the negative revenue impact from the temporary shutdown of the U.S.”
AAL 10-K
input costs affecting expense
“Labor costs have recently increased significantly driven by inflationary pressure on wages.”
ALK 10-K
Travel & Transportation can stay leader-led if UAL and the next software names fail to join while RYAAY keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.