demand / volume
“The remaining increase in Transaction Growth for this period was primarily due to share gains and increased demand for business travel from our clients.”
GBTG 10-K
Confirmed
Integrated Freight Logistics
7 names are moving together; 29% 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 |
|---|---|---|---|---|
| GXO | GXO Logistics, Inc. | Industrials | -2.3% | Group member |
| UPS | United Parcel Service, Inc. | Industrials | -3.9% | Group member |
| CHRW | C.H. Robinson Worldwide, Inc. | Industrials | -1.4% | Group member |
| EXPD | Expeditors International of Was | Industrials | -2.9% | Group member |
| GBTG | Global Business Travel Group, I | Consumer Cyclical | +0.1% | Most structurally connected |
| LSTR | Landstar System, Inc. | Industrials | -0.3% | Group member |
| MATX | Matson, Inc. | Industrials | -1.6% | Group member |
Why we believe this
Cohort
7 namesParticipation
29% this sessionObserved history
1 daily buildsFiling coverage
7/7 memberscredit / rates affecting interest expense
“Based on the outstanding debt under the A&R Credit Agreement as of December 31, 2025, and assuming that our mix of debt instruments and other variables remain unchanged, but including the impact of expected receipts or payments of cash flows resulting from interest rate swap contracts, a hypothetical 100 basis points increase or decrease in SOFR would have increased or decreased our interest expense by $5 million on an annualized basis.”
GBTG 10-K
restructuring affecting expense
“Restructuring and Other Exit Charges For the year ended December 31, 2025, restructuring charges of $52 million primarily related to restructuring actions initiated by us following a review of the combined business after completion of the CWT acquisition and other employee severance costs due to reduction in workforce to improve operational efficiencies (see note 12 - Restructuring, Exit and Related Charges to our consolidated financial statements included elsewhere in this Annual Report).”
GBTG 10-K
Integrated Freight Logistics can stay leader-led if EXPD and the next software names fail to join while GBTG 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.