Feed / Theme
Confirmed

Offshore Energy Services

7 names are moving together; 43% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
CHEFThe Chefs' Warehouse, Inc.Consumer Defensive+1.4%Group member
USACUSA Compression Partners, LPEnergy+0.6%Group member
ASIXAdvanSix Inc.Basic Materials+0.4%Group member
NMMNavios Maritime Partners LPIndustrials-1.1%Most structurally connected
NBIXNeurocrine Biosciences, Inc.Healthcare-1.1%Group member
VTOLBristow Group, Inc.Energy-0.6%Group member
TDWTidewater Inc.Energy-0.5%Group member

Why we believe this

Cohort

7 names

Participation

43% this session

Observed history

1 daily builds

Filing coverage

6/7 members

credit / rates affecting interest expense

Interest Expense, Net 2025 2024 2023 Interest Expense, net $ 8,481 $ 11,311 $ 7,485 2025 compared with 2024 Interest expense, net, decreased in 2025 compared to 2024 by $2.8 million, or approximately 25%, primarily due to lower interest rates.

ASIX 10-K

capital investment / capacity affecting capex

Cash used for investing activities decreased by $20.3 million for the year ended December 31, 2025 versus the prior year period due primarily to lower cash payments for capital expenditures of approximately $17.3 million during the current year period primarily reflecting disciplined spend on replacement maintenance while maintaining progress on growth and other enterprise programs.

ASIX 10-K

restructuring affecting expense

Other operating expenses, net in fiscal 2024 included charges associated with employee severance, partially offset by non-cash credits of $3.3 million for changes in the fair value of our contingent earn-out liabilities.

CHEF 10-K

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.