Themes / Group
Fading · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Cyclical Industrials

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth8 up · 16 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 25/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

THU, FEB 26BANC filing documented shared operating contextdemand / volume · date precision only

TUE, JUL 21AIR filing documented shared operating contextdemand / volume · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

23/26 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AIR, BANC, BCC, CR, CRH, LMND, LOAR, LPX, MLM, PPG, PSN, SITE, TTC, VFC, VMC, WSO.

demand / volume

Revenues at our Airframe MRO and Component MRO facilities fluctuate based on demand for maintenance and repairs, which, in turn, is driven by the number of aircraft operating and the extent of outsourcing of maintenance and repair activities by airlines.

AIR 10-K · 2026-07-22
credit / rates affecting interest expense

Interest Expense Interest expense in fiscal 2026 decreased $3.3 million reflecting the impact of both lower interest rates and lower average borrowings.

AIR 10-K · 2026-07-22
demand / volume affecting revenue

Consolidated sales to commercial customers increased $408.0 million, or 20.6%, over the prior year primarily due to strong demand and volume growth in our new parts Distribution activities, including from our recent ADI acquisition, which contributed sales of $82.2 million.

AIR 10-K · 2026-07-22
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
MASUVXYPositive historical lead/lag · strength 0.31
MASHYGInverse historical lead/lag · strength -0.24

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

Member participation

Unusual activity and daily price direction are shown separately
AIREDULOARCRLPXTTAMMGRCPPGEXPCRHMLMBANCVFCVMCSLGNDBDMASSITELIIVSECWSOBCCLMNDPSN

7/26 active8 rising · 16 falling

MemberUnusual activityToday's moveRead now
AIRAAR Corp.
Elevated · 100/100
+1.2%
Active; unclassifiedHistorical role unavailable
EDUNew Oriental Education & Techno
Most unusual · 75/100
+1.0%
Active; unclassifiedHistorical role unavailable
LOARLoar Holdings Inc.
Elevated · 73/100
+0.6%
Active; unclassifiedHistorical role unavailable
CRCrane Company
Elevated · 68/100
-0.2%
Active; unclassifiedHistorical role unavailable
LPXLouisiana-Pacific Corporation
Elevated · 67/100
-0.5%
Active; unclassifiedHistorical role unavailable
TTAMTitan America SA
Elevated · 62/100
-0.3%
Active; unclassifiedHistorical role unavailable
MGRCMcGrath RentCorp
Elevated · 56/100
-1.6%
Active; unclassifiedHistorical role unavailable
PPGPPG Industries, Inc.
Elevated · 52/100
+0.4%
Active; unclassifiedHistorical role unavailable
EXPEagle Materials Inc.
Elevated · 49/100
-2.6%
Active; unclassifiedHistorical role unavailable
CRHCRH PLC
Elevated · 42/100
+0.4%
Active; unclassifiedHistorical role unavailable
MLMMartin Marietta Materials, Inc.
Elevated · 41/100
-0.2%
Active; unclassifiedHistorical role unavailable
BANCBanc of California, Inc.
Elevated · 41/100
-0.5%
Active; unclassifiedHistorical role unavailable
VFCV.F. Corporation
Elevated · 35/100
-3.1%
Active; unclassifiedHistorical role unavailable
VMCVulcan Materials Company
Elevated · 35/100
-0.7%
Active; unclassifiedHistorical role unavailable
SLGNSilgan Holdings Inc.
Quiet · 34/100
+0.3%
Watch / laggardHistorical role unavailable
DBDDiebold Nixdorf, Incorporated
Quiet · 33/100
-1.4%
Watch / laggardHistorical role unavailable
MASMasco Corporation
Elevated · 28/100
-0.4%
Active; unclassifiedHistorical role unavailable
SITESiteOne Landscape Supply, Inc.
Quiet · 28/100
-0.2%
Watch / laggardHistorical role unavailable
LIILennox International, Inc.
Quiet · 28/100
-2.7%
Watch / laggardHistorical role unavailable
VSECVSE Corporation
Quiet · 26/100
+1.0%
Watch / laggardHistorical role unavailable
WSOWatsco, Inc.
Quiet · 23/100
-2.7%
Watch / laggardHistorical role unavailable
BCCBoise Cascade Company
Elevated · 20/100
-1.5%
Active; unclassifiedHistorical role unavailable
LMNDLemonade, Inc.
Quiet · 17/100
+1.2%
Watch / laggardHistorical role unavailable
PSNParsons Corporation
Quiet · 16/100
-1.7%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
AIRAAR Corp.Participating+1.2%Price participation is not yet confirmed by per-name flow.
EDUNew Oriental Education & TechnoMost unusual+1.0%Most unusual activity in this snapshot; performance direction may differ.
LOARLoar Holdings Inc.Participating+0.6%Price participation is not yet confirmed by per-name flow.
CRCrane CompanyParticipating-0.2%Price participation is not yet confirmed by per-name flow.
LPXLouisiana-Pacific CorporationParticipating-0.5%Price participation is not yet confirmed by per-name flow.
TTAMTitan America SAParticipating-0.3%Price participation is not yet confirmed by per-name flow.
MGRCMcGrath RentCorpParticipating-1.6%Price participation is not yet confirmed by per-name flow.
PPGPPG Industries, Inc.Participating+0.4%Price participation is not yet confirmed by per-name flow.
EXPEagle Materials Inc.Participating-2.6%Price participation is not yet confirmed by per-name flow.
CRHCRH PLCParticipating+0.4%Price participation is not yet confirmed by per-name flow.
MLMMartin Marietta Materials, Inc.Participating-0.2%Price participation is not yet confirmed by per-name flow.
BANCBanc of California, Inc.Participating-0.5%Price participation is not yet confirmed by per-name flow.
VFCV.F. CorporationParticipating-3.1%Price participation is not yet confirmed by per-name flow.
VMCVulcan Materials CompanyParticipating-0.7%Price participation is not yet confirmed by per-name flow.
SLGNSilgan Holdings Inc.Quiet / lagging+0.3%Not participating yet; a breadth test or a genuine divergence.
DBDDiebold Nixdorf, IncorporatedQuiet / lagging-1.4%Not participating yet; a breadth test or a genuine divergence.
MASMasco CorporationParticipating-0.4%Price participation is not yet confirmed by per-name flow.
SITESiteOne Landscape Supply, Inc.Quiet / lagging-0.2%Not participating yet; a breadth test or a genuine divergence.
LIILennox International, Inc.Quiet / lagging-2.7%Not participating yet; a breadth test or a genuine divergence.
VSECVSE CorporationQuiet / lagging+1.0%Not participating yet; a breadth test or a genuine divergence.
WSOWatsco, Inc.Quiet / lagging-2.7%Not participating yet; a breadth test or a genuine divergence.
BCCBoise Cascade CompanyParticipating-1.5%Price participation is not yet confirmed by per-name flow.
LMNDLemonade, Inc.Quiet / lagging+1.2%Not participating yet; a breadth test or a genuine divergence.
PSNParsons CorporationQuiet / lagging-1.7%Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

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.

No point-in-time live observations have completed yet.
Low structural sample

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.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.