demand / volume
“During 2024, production of Class-8 trucks in North America decreased 3% from 2023 reflecting lower demand driven by lower freight volumes and rates.”
DAN 10-Q
2 names are moving together; 100% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DAN | Dana Incorporated | Consumer Cyclical | +2.4% | Most structurally connected |
| AD | Array Digital Infrastructure, I | Communication Services | +2.2% | Group member |
Cohort
2 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersdemand / volume
“During 2024, production of Class-8 trucks in North America decreased 3% from 2023 reflecting lower demand driven by lower freight volumes and rates.”
DAN 10-Q
restructuring
“44 Table of Contents Components of other intangible assets (excluding fully-amortized other intangible assets) — December 31, 2025 December 31, 2024 Weighted Average Gross Accumulated Net Gross Accumulated Net Useful Life Carrying Impairment and Carrying Carrying Impairment and Carrying (years) Amount Amortization Amount Amount Amortization Amount Amortizable intangible assets Core technology 11 $ 50 $ ( 32 ) $ 18 $ 47 $ ( 25 ) $ 22 Customer relationships 10 67 ( 53 ) 14 65 ( 45 ) 20 Non-amortizable intangible assets Trademarks and trade names 39 39 38 38 $ 156 $ ( 85 ) $ 71 $ 150 $ ( 70 ) $ 80 The net carrying amounts of intangible assets attributable to each of our operating segments at December 31, 2025 were as follows: Light Vehicle Systems (Light Vehicle) – $ 8 and Commercial Vehicle Systems (Commercial Vehicle) – $ 63 .”
DAN 10-K
tariffs / trade costs
“We may be adversely impacted by changes in trade policies and proposed or imposed tariffs, including but not limited to, the imposition of new tariffs by the U.S. government on imports to the U.S. and/or the imposition of retaliatory tariffs by foreign countries.”
DAN 10-K
Wireless Infrastructure & Auto Parts can stay leader-led if secondary names fail to join while DAN keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.