18 names are moving together; 78% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| YUMC | Yum China Holdings, Inc. | Consumer Cyclical | +1.7% | Group member |
| BHF | Brighthouse Financial, Inc. | Financial Services | +0.6% | Group member |
| BFAM | Bright Horizons Family Solution | Consumer Cyclical | -1.6% | Group member |
| HUBB | Hubbell Inc | Industrials | +1.1% | Group member |
| JCI | Johnson Controls International | Industrials | +1.6% | Group member |
| VRSK | Verisk Analytics, Inc. | Industrials | -0.9% | Group member |
| CBZ | CBIZ, Inc. | Industrials | +2.5% | Group member |
| MKTX | MarketAxess Holdings, Inc. | Financial Services | -0.0% | Group member |
| TYL | Tyler Technologies, Inc. | Technology | -0.5% | Group member |
| YSWY | Yesway, Inc. | Consumer Defensive | +0.1% | Group member |
| AVT | Avnet, Inc. | Technology | +0.9% | Group member |
| HURN | Huron Consulting Group Inc. | Industrials | +3.1% | Group member |
| TXN | Texas Instruments Incorporated | Technology | +1.0% | Group member |
| TYRA | Tyra Biosciences, Inc. | Healthcare | -0.9% | Group member |
| EA | Electronic Arts Inc. | Communication Services | -0.1% | Most structurally connected |
| ECVT | Ecovyst Inc. | Basic Materials | +0.1% | Group member |
| HRB | H&R Block, Inc. | Consumer Cyclical | +2.4% | Group member |
| NPKI | NPK International Inc. | Industrials | -0.6% | Group member |
Cohort
18 namesParticipation
78% this sessionObserved history
1 daily buildsFiling coverage
18/18 memberscredit / rates affecting interest expense
“Adjusted net income decreased $0.1 million, or 0.2%, for the three months ended March 31, 2026 when compared to the same period in 2025, primarily due to a higher interest expense from our senior secured credit facilities, offset by the increase in adjusted income from operations.”
BFAM 10-Q
restructuring affecting expense
“n SG&A expenses as a percentage of gross profit is primarily due to the decline in gross profit margin in EC discussed further above. See Note 12 “Segment information” to the Company’s consolidated financial statements included in this Quarterly Report on Form 10-Q for the amount of selling, general and administrative expenses by operating group. Restructuring, Integration, and Other Expenses The Company recorded total restructuring, integration, and other expenses in the second quarter of fiscal 2026 of $25.2 million, consisting of $9.5 million of severance and other restructuring related expenses, and $15.7 million of integration and other costs primarily related to start-up costs associated with a new distribution center in EMEA.”
AVT 10-Q
capital investment / capacity affecting capex
“We expect capital expenditures to be approximately $225 million in fiscal year 2026 primarily due to investments in hardware, software, and real estate.”
EA 10-Q
Consulting & Services can stay leader-led if CBZ and the next software names fail to join while EA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.