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Confirmed

Building Products & Materials

26 names are moving together; 42% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
DHID.R. Horton, Inc.Consumer Cyclical+0.8%Group member
CSLCarlisle Companies IncorporatedIndustrials+1.7%Group member
VSMEVS Media Holdings LimitedCommunication Services+2.9%Group member
LEGLeggett & Platt, IncorporatedConsumer Cyclical+1.1%Group member
VMCVulcan Materials Company (HoldiBasic Materials-0.4%Group member
CRICarter's, Inc.Consumer Cyclical-1.3%Group member
SKYChampion Homes, Inc.Consumer Cyclical+1.6%Group member
HLTHilton Worldwide Holdings Inc.Consumer Cyclical+1.1%Group member
CYTKCytokinetics, IncorporatedHealthcare-0.4%Group member
OIO-I Glass, Inc.Consumer Cyclical-12.0%Most structurally connected
SONSonoco Products CompanyConsumer Cyclical-0.8%Group member
WSMWilliams-Sonoma, Inc.Consumer Cyclical+1.9%Group member
FULH. B. Fuller CompanyBasic Materials+0.1%Group member
SSDSimpson Manufacturing Company,Basic Materials+1.8%Group member
PHMPulteGroup, Inc.Consumer Cyclical+0.6%Group member
AWIArmstrong World Industries IncIndustrials-0.1%Group member
AMCRAmcor plcConsumer Cyclical+0.9%Group member
SUZSuzano S.A.Basic Materials+0.4%Group member
GFFGriffon CorporationIndustrials+1.0%Group member
SKYWSkyWest, Inc.Industrials-0.5%Group member
AOSA.O. Smith CorporationIndustrials+2.3%Group member
MLMMartin Marietta Materials, Inc.Basic Materials+0.8%Group member
BCCBoise Cascade, L.L.C.Basic Materials-1.1%Group member
JBIJanus International Group, Inc.Industrials+3.1%Group member

Why we believe this

Cohort

26 names

Participation

42% this session

Observed history

1 daily builds

Filing coverage

24/26 members

credit / rates affecting interest expense

31 Interest Expense, Net Net interest expense in the third quarter of 2025 was $91 million compared to $87 million in the third quarter of 2024, primarily due to higher write-offs of deferred finance fees and related charges related to refinancing activity. ​ Provision for Income Taxes The Company’s effective tax rate from operations for the third quarter of 2025 was 36.2% compared to (33.3)% for the third quarter of 2024.

OI 10-Q

restructuring affecting expense

These costs increased in the first quarter of 2026, primarily due to higher expenses related to transformation activities and lower recharges to the regions due to decreasing costs, partially offset by approximately $12 million of benefits from the Company’s Fit to Win initiative (consistent with management’s expectations). ​ Restructuring, Asset Impairment and Other Charges 26 For the three months ended March 31, 2026, the Company recorded restructuring, asset impairment and other charges of approximately $38 million to Other expense, net in the Condensed Consolidated Results of Operations, all of which related to the Fit to Win program.

OI 10-Q

input costs affecting expense

This change was primarily due to lower segment operating profit in Europe. ​ Segment operating profit of reportable segments in the first quarter of 2026 was $67 million lower compared to the same period in the prior year, primarily due to lower net prices (net of cost inflation) and lower sales volumes, partially offset by slightly lower operating costs and the favorable impact of foreign currency translation.

OI 10-Q

Building Products & Materials can stay leader-led if LEG and the next software names fail to join while OI 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.