12 names are moving together; 25% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| WNC | Wabash National Corporation | Industrials | +2.8% | Group member |
| GVA | Granite Construction Incorporat | Industrials | +1.8% | Group member |
| VIR | Vir Biotechnology, Inc. | Healthcare | -2.3% | Group member |
| DOV | Dover Corporation | Industrials | -0.1% | Group member |
| CMC | Commercial Metals Company | Industrials | +3.9% | Group member |
| CNH | CNH Industrial N.V. | Industrials | +0.0% | Group member |
| ALSN | Allison Transmission Holdings, | Consumer Cyclical | -0.7% | Most structurally connected |
| GERN | Geron Corporation | Healthcare | -2.1% | Group member |
| ORKA | Oruka Therapeutics, Inc. | Healthcare | +3.5% | Group member |
| WAB | Westinghouse Air Brake Technolo | Industrials | +0.5% | Group member |
| DE | Deere & Company | Industrials | -0.2% | Group member |
| AZZ | AZZ Inc. | Industrials | +2.5% | Group member |
Cohort
12 namesParticipation
25% this sessionObserved history
1 daily buildsFiling coverage
12/12 membersdemand / volume affecting revenue
“The decrease was principally driven by: • North America On-Highway end market net sales decreased $60 million, or 14%, principally driven by lower demand for medium-duty and class 8 vocational trucks, partially offset by price increases on certain products.”
ALSN 10-Q
credit / rates affecting interest expense
“The decrease was principally driven by higher working capital funding requirements, higher cash interest expense, increased payments for expenses related to the Acquisition and higher cash income taxes, partially offset by lower cash incentive compensation payments.”
ALSN 10-Q
demand / volume
“ally driven by lower demand for medium-duty trucks, partially offset by price increases on certain products and increased demand for hybrid transit buses.”
ALSN 10-Q
Industrial Equipment & Services can stay leader-led if DOV and the next software names fail to join while ALSN keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.