WHY NOW
Verified recent context
1 itemWHY THIS GROUP EXISTS
Shared filing context
32/32 members coveredModerate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AGCO, ALH, AOS, ATMU, CNH, DCI, DE, ESAB, FAST, FTV, IEX, IR, ITW, KAI, MWA, OSK, OTIS, OTTR, PCAR, UFPI, XYL.
demand / volume affecting revenue
“BIT as a percent of sales decreased for the same period due to unfavorable product mix. (2) Adjusted EBIT and Adjusted EBIT as a percent of sales increased for the three months ended September 30, 2025 as compared to September 30, 2024 primarily as a result of the benefit of acquisitions, partially offset by the unfavorable impact of lower volumes. (3) Adjusted EBIT and Adjusted EBIT as a percent of sales increased for the three months ended September 30, 2025 as compared to September 30, 2024 primarily as a result of the favorable impact of organic sales, partially offset by unfavorable impact of higher input costs. (4) The three months ended September 30, 2025 exclude Rationalization and asset impairment net charges of $4,150 as discussed in Note 6.”
LECO 10-Q · 2025-10-30
restructuring affecting expense
“The three months ended September 30, 2024 exclude Rationalization and asset impairment net charges of $1,269 primarily due to restructuring activities. (7) The three months ended September 30, 2025 exclude acquisition transaction costs of $452 as discussed in Note 4.”
LECO 10-Q · 2025-10-30
credit / rates affecting interest expense
“The difference between interest paid and interest expense is due to the accrual of interest associated with the Senior Unsecured Notes and interest rate derivative contracts discussed in Note 14. NOTE 10 – STOCK PLANS On April 19, 2023, the shareholders of the Company approved the 2023 Equity and Incentive Compensation Plan ("2023 Employee Plan"), which replaced the 2015 Equity and Incentive Compensation Plan (“2015 Employee Plan”).”
LECO 10-K · 2026-02-25
CONFIRMATION NETWORK
Outsiders and cross-asset links
0 outsiders confirmingUFPI → UVXYPositive historical lead/lag · strength 0.40
UFPI → HYGInverse historical lead/lag · strength -0.35
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
No high-confidence filing-linked outsiders are available for this group yet.