Feed / Theme
Confirmed

Industrial Equipment & Services

19 names are moving together; 21% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
LECOLincoln Electric Holdings, Inc.Industrials-3.0%Most structurally connected
FELEFranklin Electric Co., Inc.Industrials-1.9%Group member
DCIDonaldson Company, Inc.Industrials+0.2%Group member
SNASnap-On IncorporatedIndustrials-1.4%Group member
ITWIllinois Tool Works Inc.Industrials-3.0%Group member
PCARPACCAR Inc.Industrials-0.0%Group member
IRIngersoll Rand Inc.Industrials-0.4%Group member
NDSNNordson CorporationIndustrials+0.1%Group member
XYLXylem Inc.Industrials-4.3%Group member
GGGGraco Inc.Industrials-1.4%Group member
ALLEAllegion plcIndustrials-0.9%Group member
IEXIDEX CorporationIndustrials+1.8%Group member
FTVFortive CorporationTechnology-1.8%Group member
ALHAlliance Laundry Holdings Inc.Consumer Cyclical+0.9%Group member
RUSHARush Enterprises, Inc.Consumer Cyclical-2.1%Group member
ZWSZurn Elkay Water Solutions CorpIndustrials-2.5%Group member
DOVDover CorporationIndustrials+3.2%Group member
RUSHBRush Enterprises, Inc.Consumer Cyclical-2.3%Group member
FASTFastenal CompanyIndustrials-2.3%Group member

Why we believe this

Cohort

19 names

Participation

21% this session

Observed history

1 daily builds

Filing coverage

18/19 members

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

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

demand / volume

Net revenues increased $159.8 million in North America, mainly driven by strong demand across all end markets, with particularly strong performance in Vended, an increase of 11% , and Commercial In-Home, an increase of 26% , end markets.

ALH 10-K

Industrial Equipment & Services can stay leader-led if ITW and the next software names fail to join while LECO 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.