Feed / Theme
Confirmed

Consumer Cyclical Construction

2 names are moving together; 50% are participating in the current session.

4 observed Confirmed episodes

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ASTEAstec Industries, Inc.Industrials+0.1%9/10 observed active sessions
PLOWDouglas Dynamics, Inc.Consumer Cyclical+1.1%9/10 observed active sessions

Why we believe this

Cohort

2 names

Participation

50% this session

Observed history

38 daily builds

Filing coverage

2/2 members

credit / rates affecting interest expense

The decrease in interest expense for the year ended December 31, 2025 was primarily due to lower interest on our term loan of $2.3 million and lower interest on our revolver of $2.0 million, somewhat offset by higher floor plan interest of $1.4 million.

PLOW 10-K

credit / rates

The decrease in cash used was primarily due to having $5.0 million in revolver borrowings outstanding at December 31, 2025, compared to no outstanding borrowings at December 31, 2024 and $47.0 million outstanding at December 31, 2023.

PLOW 10-K

capital investment / capacity affecting capex

Net cash used in investing activities increased $94.3 million for the year ended December 31, 2025, compared to the corresponding period in 2024 due to gross proceeds on the sale leaseback transaction of $64.2 million in 2024, the acquisition of Venco Venturo for $26.3 million in 2025, as well as an increase in capital expenditures.

PLOW 10-K

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

TEX

ASTEpartner · Current intraday read unavailable

Filing receipt · TEX / ASTE

Terex Corporation Conn-Weld Industries, LLC McCloskey International (part of Metso Corporation) Thor Manufacturing Ltd.

ASTE · partner
DE

ASTEpartner · Current intraday read unavailable

Filing receipt · DE / ASTE

EDGE Innovate, LTD The Vince Hagan Company Benninghoven (part of Wirtgen Group, a John Deere Company) ERIE Strayer Company Vogele (part of Wirtgen Group, a John Deere Co…

ASTE · partner
THO

ASTEpartner · Current intraday read unavailable

Filing receipt · THO / ASTE

Terex Corporation Conn-Weld Industries, LLC McCloskey International (part of Metso Corporation) Thor Manufacturing Ltd.

ASTE · partner
TTC

PLOWcompetitor · Current intraday read unavailable

Filing receipt · TTC / PLOW

Management believes that, after ourselves, the next largest competitors in the market for snow and ice control equipment for light trucks are The Toro Company (the manuf…

PLOW · competitor
SKYQ

ASTEtext peer · Current intraday read unavailable

No filing excerpt is available for this relationship.

History

2026-07-07 → 2026-07-082 observed active sessions · 100% of active names held across the episode
2026-06-24 → 2026-07-026 observed active sessions · 100% of active names held across the episode
2026-06-171 observed active session · 100% of active names held across the episode
2026-05-061 observed active session · 100% of active names held across the episode