MARKET-DISCOVERED GROUP
24 of 24 measured members are falling. Capital-flow confirmation is unavailable.
MON, MAR 2KAI filing documented shared operating contextdemand / volume affecting revenue · date precision only
WED, JUL 29AGCO filing documented shared operating contextdemand / volume affecting revenue · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate 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, XYL.
“Revenue by reportable segment in 2025 and 2024 is as follows: (Non-GAAP) Change in Organic Revenue (In thousands, except percentages) January 3, 2026 December 28, 2024 Increase (Decrease) % Change Acquisitions Currency Translation Increase (Decrease) % Change Flow Control $ 382,866 $ 371,177 $ 11,689 3 % $ 8,215 $ 3,583 $ (109) — % Industrial Processing 409,489 432,738 (23,249) (5) % 27,836 $ 225 (51,310) (12) % Material Handling 259,893 249,469 10,424 4 % 611 $ 3,190 6,623 3 % Consolidated $ 1,052,248 $ 1,053,384 $ (1,136) — % $ 36,662 $ 6,998 $ (44,796) (4) % Consolidated revenue was consistent with 2024, while organic revenue decreased 4% primarily due to weaker demand for our capital equipment products, especially at our Industrial Processing segment.”
KAI 10-K · 2026-03-03
“A summary of the changes in accrued restructuring costs related to the 2023 restructuring plans are as follows: (In thousands) Severance Costs Contract Termination Costs Facility and Other Closure Costs Total Provision $ 335 $ 366 $ 29 $ 730 Usage ( 138 ) ( 63 ) ( 29 ) ( 230 ) Currency translation 4 10 — 14 Balance at December 30, 2023 $ 201 $ 313 $ — $ 514 Usage ( 195 ) ( 303 ) — ( 498 ) Currency translation ( 6 ) ( 10 ) — ( 16 ) Balance at December 28, 2024 $ — $ — $ — $ — Impairment Costs In 2025, the Company recognized a non-cash impairment charge of $ 287,000 within its Industrial Processing segment related to certain previously acquired technology that will no longer be utilized as a result of new technology obtained in connection with a 2025 acquisition.”
KAI 10-K · 2026-03-03
“Net Income Net income decreased to $103.7 million in 2025 from $112.6 million in 2024 due to a $14.0 million decrease in operating income, offset in part by a $4.5 million decrease in interest expense and a $0.6 million decrease in income taxes (see discussions above for further details).”
KAI 10-K · 2026-03-03
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.
03 · WHO IS IN IT
8/31 active0 rising · 24 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| KAI | Kadant Inc | Most unusual | -6.6% | — | Most unusual activity in this snapshot; performance direction may differ. |
| DCI | Donaldson Company, Inc. | Participating | -0.9% | — | Price participation is not yet confirmed by per-name flow. |
| XYL | Xylem Inc. | Participating | -3.0% | — | Price participation is not yet confirmed by per-name flow. |
| ALH | Alliance Laundry Holdings Inc. | Participating | -3.3% | — | Price participation is not yet confirmed by per-name flow. |
| VNT | Vontier Corporation | Participating | -1.0% | — | Price participation is not yet confirmed by per-name flow. |
| NDSN | Nordson Corporation | Participating | -1.8% | — | Price participation is not yet confirmed by per-name flow. |
| ESAB | ESAB Corporation | Participating | -4.0% | — | Price participation is not yet confirmed by per-name flow. |
| GGG | Graco Inc. | Participating | -0.6% | — | Price participation is not yet confirmed by per-name flow. |
| ATMU | Atmus Filtration Technologies Inc. | Participating | -2.4% | — | Price participation is not yet confirmed by per-name flow. |
| AOS | A. O. Smith Corporation | Participating | -0.9% | — | Price participation is not yet confirmed by per-name flow. |
| OSK | Oshkosh Corporation | Participating | -4.0% | — | Price participation is not yet confirmed by per-name flow. |
| DE | Deere & Company | Participating | -1.9% | — | Price participation is not yet confirmed by per-name flow. |
| ITW | Illinois Tool Works Inc. | Participating | -0.9% | — | Price participation is not yet confirmed by per-name flow. |
| FTV | Fortive Corporation | Participating | -2.1% | — | Price participation is not yet confirmed by per-name flow. |
| MWA | MUELLER WATER PRODUCTS | Participating | -1.1% | — | Price participation is not yet confirmed by per-name flow. |
| SNA | Snap-On Incorporated | Participating | -1.3% | — | Price participation is not yet confirmed by per-name flow. |
| TEX | Terex Corporation | Quiet / lagging | -4.5% | — | Not participating yet; a breadth test or a genuine divergence. |
| AWI | Armstrong World Industries, Inc. | Quiet / lagging | -1.2% | — | Not participating yet; a breadth test or a genuine divergence. |
| PCAR | PACCAR Inc | Quiet / lagging | -2.2% | — | Not participating yet; a breadth test or a genuine divergence. |
| ALLE | Allegion plc | Quiet / lagging | -1.4% | — | Not participating yet; a breadth test or a genuine divergence. |
| IR | Ingersoll Rand Inc. | Quiet / lagging | -1.9% | — | Not participating yet; a breadth test or a genuine divergence. |
| LECO | Lincoln Electric Holdings, Inc. | Quiet / lagging | -1.4% | — | Not participating yet; a breadth test or a genuine divergence. |
| CNH | CNH Industrial N.V. | Quiet / lagging | -2.5% | — | Not participating yet; a breadth test or a genuine divergence. |
| FELE | Franklin Electric Co., Inc. | Participating | -2.3% | — | Price participation is not yet confirmed by per-name flow. |
04 · HAS THIS HAPPENED BEFORE
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 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.
Historical cohort observations are not available yet.