Themes / Group
Inactive · established relationshipLatest completed snapshot · Oct 7 · 18:22 ET

MARKET-DISCOVERED GROUP

Construction Building Products

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 19 measured members. Capital-flow agreement is 24%, so the basket is not yet clean.

Price breadth2 up · 17 downRelative median unavailable
Capital-flow alignment24%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 15/100 · lift 0.8×
Evidence depth28 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

TUE, APR 28OI filing documented shared operating contextinput costs affecting expense · date precision only

WED, JUL 29CSL filing documented shared operating contextinput costs affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

19/19 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across CVCO, ESAB, GFF, GT, HNI, LGIH, MHK, NX, OI, RKT, SMG, SWK.

input costs affecting expense

“This change was primarily due to lower segment operating profit in Europe. ​ Segment operating profit of reportable segments in the first quarter of 2026 was $67 million lower compared to the same period in the prior year, primarily due to lower net prices (net of cost inflation) and lower sales volumes, partially offset by slightly lower operating costs and the favorable impact of foreign currency translation.”

OI 10-Q · 2026-04-29
restructuring

“Cash payments for restructuring activities increased to $128 million in 2025 from $41 million in 2024 due to higher payments associated with the Company’s Fit to Win initiative, which will continue into at least 2026.”

OI 10-K · 2026-02-12
credit / rates

“e changes in the availability, terms and cost of capital; ● The deterioration of any of the lending parties under the Company’s revolving credit facility or the creditworthiness of the counterparties to the Company’s derivative transactions could result in such parties’ failure to satisfy their obligations under their arrangements with the Company; 33 ● A significant weakening of the Company’s financial position or results of operations could result in noncompliance with the covenants under the Company’s indebtedness; and ● Legal proceedings arising from the Company’s business, including governmental investigations and other government actions could be costly, time-consuming and disruptive to the Company’s operations.”

OI 10-Q · 2026-04-29
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

FBINNot confirming

MAS · text peer

MBCNot confirming

MAS · text peer

APOGNot confirming

NX · text peer

AWINot confirming

NX · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
ESABOILGIHSMGHNISLGNGFFRKTXPELGTTILECVCOFNDMHKCSLSWKJHXNXMAS

8/19 active2 rising · 17 falling

MemberUnusual activityToday's moveRead now
ESABESAB Corporation
Elevated · 100/100
-6.6%
Active; unclassifiedActive in 0% of observed group sessions
OIO-I Glass, Inc.
Most unusual · 99/100
+0.5%
Active; unclassifiedActive in 0% of observed group sessions
LGIHLGI Homes, Inc.
Elevated · 90/100
-3.2%
Active; unclassifiedActive in 0% of observed group sessions
SMGThe Scotts Miracle-Gro Company
Elevated · 77/100
-2.2%
Active; unclassifiedActive in 0% of observed group sessions
HNIHNI Corporation
Elevated · 76/100
-0.5%
Active; unclassifiedActive in 0% of observed group sessions
SLGNSilgan Holdings Inc.
Elevated · 75/100
-0.5%
Active; unclassifiedActive in 0% of observed group sessions
GFFGriffon Corporation
Elevated · 74/100
-0.4%
Active; unclassifiedActive in 0% of observed group sessions
RKTRocket Companies, Inc.
Elevated · 69/100
-1.1%
Flow divergenceActive in 0% of observed group sessions
XPELXPEL, Inc.
Quiet · 54/100
-1.7%
Watch / laggardActive in 0% of observed group sessions
GTThe Goodyear Tire & Rubber Company
Quiet · 54/100
+0.8%
Watch / laggardActive in 0% of observed group sessions
TILEInterface, Inc.
Quiet · 50/100
-0.5%
Watch / laggardActive in 0% of observed group sessions
CVCOCavco Industries, Inc.
Quiet · 38/100
-5.3%
Watch / laggardActive in 0% of observed group sessions
FNDFloor & Decor Holdings, Inc.
Quiet · 35/100
-2.4%
Watch / laggardActive in 0% of observed group sessions
MHKMohawk Industries, Inc.
Quiet · 35/100
-5.5%
Watch / laggardActive in 0% of observed group sessions
CSLCarlisle Companies Incorporated
Quiet · 33/100
-2.2%
Watch / laggardActive in 0% of observed group sessions
SWKStanley Black & Decker, Inc.
Quiet · 31/100
-1.8%
Watch / laggardActive in 0% of observed group sessions
JHXJames Hardie Industries plc
Quiet · 31/100
-3.7%
Watch / laggardActive in 0% of observed group sessions
NXQuanex Building Products Corporation
Quiet · 29/100
-2.7%
Watch / laggardActive in 0% of observed group sessions
MASMasco Corporation
Quiet · 26/100
-1.5%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ESABESAB CorporationParticipating-6.6%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
OIO-I Glass, Inc.Most unusual+0.5%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
LGIHLGI Homes, Inc.Participating-3.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
SMGThe Scotts Miracle-Gro CompanyParticipating-2.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
HNIHNI CorporationParticipating-0.5%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
SLGNSilgan Holdings Inc.Participating-0.5%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
GFFGriffon CorporationParticipating-0.4%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
RKTRocket Companies, Inc.Participating-1.1%0% of 0 sessionsPrice participation with distributing signed flow.
XPELXPEL, Inc.Quiet / lagging-1.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
GTThe Goodyear Tire & Rubber CompanyQuiet / lagging+0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TILEInterface, Inc.Quiet / lagging-0.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CVCOCavco Industries, Inc.Quiet / lagging-5.3%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
FNDFloor & Decor Holdings, Inc.Quiet / lagging-2.4%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
MHKMohawk Industries, Inc.Quiet / lagging-5.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CSLCarlisle Companies IncorporatedQuiet / lagging-2.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
SWKStanley Black & Decker, Inc.Quiet / lagging-1.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
JHXJames Hardie Industries plcQuiet / lagging-3.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
NXQuanex Building Products CorporationQuiet / lagging-2.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
MASMasco CorporationQuiet / lagging-1.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support28 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-10-0719 names in the durable cohort
2026-10-0618 names in the durable cohort
2026-10-0521 names in the durable cohort
2026-10-0219 names in the durable cohort
2026-10-0115 names in the durable cohort
2026-09-3012 names in the durable cohort
2026-09-2913 names in the durable cohort
2026-09-2819 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
CSL0% · 0 episodes
CVCO0% · 0 episodes
ESAB0% · 0 episodes
FND0% · 0 episodes
GFF0% · 0 episodes
GT0% · 0 episodes
HNI0% · 0 episodes
JHX0% · 0 episodes
LGIH0% · 0 episodes
MAS0% · 0 episodes
MHK0% · 0 episodes
NX0% · 0 episodes
OI0% · 0 episodes
RKT0% · 0 episodes
SLGN0% · 0 episodes
SMG0% · 0 episodes
SWK0% · 0 episodes
TILE0% · 0 episodes
XPEL0% · 0 episodes