12 names are moving together; 75% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BCC | Boise Cascade, L.L.C. | Basic Materials | +2.7% | Group member |
| BLDR | Builders FirstSource, Inc. | Industrials | +1.2% | Group member |
| AWI | Armstrong World Industries Inc | Industrials | +0.2% | Group member |
| LPX | Louisiana-Pacific Corporation | Industrials | -2.6% | Group member |
| UFPI | UFP Industries, Inc. | Basic Materials | +0.8% | Group member |
| TREX | Trex Company, Inc. | Industrials | -1.3% | Group member |
| LEVI | Levi Strauss & Co | Consumer Cyclical | +0.4% | Group member |
| ALLE | Allegion plc | Industrials | -0.5% | Group member |
| AOS | A.O. Smith Corporation | Industrials | -1.0% | Group member |
| RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | +0.5% | Group member |
| RUSHB | Rush Enterprises, Inc. | Consumer Cyclical | +0.7% | Most structurally connected |
| CBT | Cabot Corporation | Basic Materials | +2.5% | Group member |
Cohort
12 namesParticipation
75% this sessionObserved history
1 daily buildsFiling coverage
11/12 membersdemand / volume
“Excluding Net revenues of businesses acquired in 2025, Net revenues from non-residential products grew by a high-single digits percent compared to the prior year, driven by increased pricing and higher volumes, and Net revenues from residential 31 Table of Contents products decreased by a low-single digits percent compared to the prior year, driven by lower volumes, partially offset by increased pricing.”
ALLE 10-K
demand / volume affecting revenue
“Recent Developments Business and Industry Trends and Outlook In the second quarter of 2025, we delivered mid-single digit revenue growth compared to the same period in 2024, driven by the Allegion Americas segment, as demand for our non-residential products remains healthy.”
ALLE 10-Q
restructuring affecting expense
“Cost of Goods Sold For the year ended December 31, 2025, Cost of goods sold as a percentage of Net revenues decreased to 54.8% from 55.8%, as compared to the year ended December 31, 2024, due to the following: Pricing and productivity in excess of inflation and investment spending (0.1) % Volume / product mix (0.6) % Currency exchange rates (0.2) % Restructuring / integration / acquisition expenses (0.1) % Total (1.0) % Cost of goods sold as a percentage of Net revenues decreased primarily due to favorable product mix, favorable foreign currency exchange rate movements, a year-over-year decrease in restructuring, integration, and acquisition expenses and pricing and productivity, which exceeded the impacts from inflation and investment spending.”
ALLE 10-K
Building Materials & Equipment can stay leader-led if LPX and the next software names fail to join while RUSHB keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.