demand / volume
“Re-roofing demand remained healthy with stable contractor backlogs offsetting weaker new construction and temporary fluctuations in order patterns driven by the changes in our distribution channel.”
CSL 10-Q
Confirmed
Building Materials & Chemicals
12 names are moving together; 42% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ABEV | Ambev S.A. | Consumer Defensive | -0.2% | Group member |
| VET | Vermilion Energy Inc. | Energy | +3.9% | Group member |
| BTE | Baytex Energy Corp | Energy | +3.6% | Group member |
| AVNT | Avient Corporation | Basic Materials | -1.3% | Group member |
| CSL | Carlisle Companies Incorporated | Industrials | +0.8% | Most structurally connected |
| AWI | Armstrong World Industries Inc | Industrials | +0.0% | Group member |
| ITUB | Itau Unibanco Banco Holding SA | Financial Services | -1.7% | Group member |
| GFF | Griffon Corporation | Industrials | -1.8% | Group member |
| INTR | Inter & Co. Inc. | Financial Services | -2.6% | Group member |
| MTX | Minerals Technologies Inc. | Basic Materials | -0.3% | Group member |
| TOL | Toll Brothers, Inc. | Consumer Cyclical | -0.8% | Group member |
| ASH | Ashland Inc. | Basic Materials | -1.2% | Group member |
Why we believe this
Cohort
12 namesParticipation
42% this sessionObserved history
1 daily buildsFiling coverage
7/12 memberscredit / rates affecting interest expense
“14 Table of Content s Interest Expense (in millions, except percentages) 2025 2024 Change % Interest expense $ 78.5 $ 73.3 $ 5.2 7.1 % Interest expense increased during 2025, primarily due to higher long-term debt balances associated with the 5.25% notes due September 15, 2035 (the "2035 Notes") and the 5.55% notes due September 15, 2040 (the "2040 Notes"), which were issued on August 20, 2025, partially offset by the redemption of $400.0 million of 3.50% notes in December 2024.”
CSL 10-K
restructuring
“As a result of the interim impairment assessment, the Company recorded a $375 million and $331 million goodwill impairment charge related to the Life Sciences reporting unit and Specialty Additives reporting unit, respectively.”
ASH 10-K
Building Materials & Chemicals can stay leader-led if AVNT and the next software names fail to join while CSL keeps moving.
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.