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 |
|---|---|---|---|---|
| KGS | Kodiak Gas Services, Inc. | Energy | +3.9% | Most structurally connected |
| WEN | Wendy's Company (The) | Consumer Cyclical | -1.0% | Group member |
Cohort
2 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersrestructuring
“Long-lived Asset Impairment Long-lived asset impairment decreased for the nine months ended September 30, 2025 compared to the nine months ended September 30, 2024 due to certain events occurring to a group of non-operating compression units associated with a certain customer in bankruptcy that indicated the carrying value of the assets may not be recoverable.”
KGS 10-Q
capital investment / capacity affecting capex
“The increase in maintenance capital expenditures was primarily due to maintenance capital expenditures on the assets acquired in the CSI Acquisition and an increase in unit overhauls scheduled based on the age and operating hours of such units.”
KGS 10-K
credit / rates affecting interest expense
“This increase was partially offset by lower interest expense on our ABL Facility, reflecting reduced borrowings in the current period.”
KGS 10-Q
Energy Infrastructure Services can stay leader-led if secondary names fail to join while KGS keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.