Feed / Theme
Confirmed

Engineering & Construction

21 names are moving together; 52% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ACLSAxcelis Technologies, Inc.Technology+0.4%Group member
ACRSAclaris Therapeutics, Inc.Healthcare-2.1%Group member
MIRMirion Technologies, Inc.Industrials+2.5%Most structurally connected
OMABGrupo Aeroportuario del CentroIndustrials-0.7%Group member
ORNOrion Group Holdings, Inc.Industrials-2.1%Group member
DYDycom Industries, Inc.Industrials-0.4%Group member
TRVITrevi Therapeutics, Inc.Healthcare-3.1%Group member
LASRnLIGHT, Inc.Technology-3.6%Group member
MTRNMaterion CorporationBasic Materials+0.5%Group member
KALUKaiser Aluminum CorporationBasic Materials-2.0%Group member
CPOPPop Culture Group Co., LtdCommunication Services-4.3%Group member
FLRFluor CorporationIndustrials+1.1%Group member
PLPCPreformed Line Products CompanyIndustrials+2.3%Group member
CTSCTS CorporationTechnology-1.0%Group member
CDNLCardinal Infrastructure Group IIndustrials-3.5%Group member
CMCOColumbus McKinnon CorporationIndustrials-1.9%Group member
DSYBig Tree Cloud Holdings LimitedConsumer Defensive-8.4%Group member
RMIXSuncrete, Inc.Basic Materials+3.1%Group member
CASTFreeCast, Inc.Communication Services-16.2%Group member
ATIATI Inc.Industrials-0.9%Group member
APLDApplied Digital CorporationTechnology-3.5%Group member

Why we believe this

Cohort

21 names

Participation

52% this session

Observed history

1 daily builds

Filing coverage

18/21 members

credit / rates affecting interest expense

The $5.6 million decrease in interest expense, net was due to decreased SOFR from the prior period, the $244.6 million decrease in the term loan balance as a result of the debt refinancing during the three months ended June 30, 2025, the 0.25% interest rate negotiated on the $400.0 million offering of Convertible Senior Notes due 2030 completed during the three months ended June 30, 2025, and additional interest earned on cash deposits in the current period.

MIR 10-Q

demand / volume affecting revenue

Results of Operations Sales First quarter 2026 sales increased approximately 1% to $1.15 billion, compared to $1.14 billion of sales for the first quarter 2025, primarily due to increased demand and favorable pricing in the aerospace & defense markets, partially offset by a net decline in sales to our other markets, mostly in the conventional energy market.

ATI 10-Q

restructuring

If any such actions are instituted against us, and we are not successful in defending ourselves or asserting our rights, those actions could have a significant impact on our business, including the imposition of significant civil, criminal and administrative penalties, including, without limitation, damages, fines, disgorgement, imprisonment, exclusion from participation in government health care programs, such as Medicare and Medicaid, additional reporting obligations and oversight if we are subject to a corporate integrity agreement or other agreement to resolve allegations of non-compliance with these laws, and the curtailment or restructuring of our operations. ​ In addition, we have a hybrid work model of remote and in-person operations for our employees that enables us to continue to develop our product candidates and provide contract research services to our clients.

ACRS 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

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.