Themes / Group
Inactive · established relationshipLatest completed snapshot · 04:10 ET

MARKET-DISCOVERED GROUP

Residential Construction Supply Chain

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 6 measured members. Capital-flow agreement is 1%, so the basket is not yet clean.

Price breadth2 up · 3 downRelative median unavailable
Capital-flow alignment1%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 6/100 · lift 0.8×
Evidence depth2 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

MON, JUN 29APOG filing documented shared operating contextinput costs affecting expense · date precision only

THU, JUL 30MHK filing documented shared operating contextinput costs affecting expense · 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

6/6 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across APOG, HOV, MHK, NX.

input costs affecting expense

The change was primarily attributable to increased productivity; improved price and mix; higher volume, and the favorable net impact of foreign exchange rates, offset by higher input costs, which are inclusive of tariff refunds, driven by the impact of inflation as well as a higher effective tax rate.

MHK 10-Q · 2026-07-31
credit / rates affecting interest expense

Interest expense Interest expense was $4.8 million for the three months ended July 4, 2026, reflecting a decrease of $0.4 million compared to interest expense of $5.2 million for the three months ended June 28, 2025.

MHK 10-Q · 2026-07-31
demand / volume affecting revenue

Cumulative catch-up adjustments on our longer-term contracts for changes in estimates were as follows: Three Months Ended (in thousands) November 29, 2025 November 30, 2024 Gross favorable adjustments $ 10,763 $ 9,739 Gross unfavorable adjustments (6,787) (3,938) Net adjustments $ 3,976 $ 5,801 Nine Months Ended (in thousands) November 29, 2025 November 30, 2024 Gross favorable adjustments $ 25,510 $ 20,111 Gross unfavorable adjustments (20,735) (7,206) Net adjustments $ 4,775 $ 12,905 29 Table of Contents Architectural Glass Comparison of Third Quarter Fiscal 2026 to Third Quarter Fiscal 2025 • Net sales were $70.9 million, compared to $70.2 million, primarily due to increased volume and favorable mix, partially offset by lower price driven by lower end-market demand.

APOG 10-Q · 2026-01-07
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

AWINot confirming

APOG · text peer

AMRZNot confirming

APOG · text peer

MBCNot confirming

NX · text peer

TGLSNot confirming

APOG · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
MHKFNDHOVTILEAPOGNX

2/6 active3 rising · 3 falling

MemberUnusual activityToday's moveRead now
MHKMohawk Industries, Inc.
Most unusual · 100/100
-0.2%
Flow confirmerActive in 0% of observed group sessions
FNDFloor & Decor Holdings, Inc.
Elevated · 30/100
-1.0%
Active; unclassifiedActive in 0% of observed group sessions
HOVHovnanian Enterprises, Inc.
Quiet · 0/100
+2.6%
Watch / laggardActive in 0% of observed group sessions
TILEInterface, Inc.
Quiet · 0/100
+1.7%
Watch / laggardActive in 0% of observed group sessions
APOGApogee Enterprises, Inc.
Quiet · 0/100
-0.3%
Watch / laggardActive in 0% of observed group sessions
NXQuanex Building Products Corpor
Quiet · 0/100
+0.1%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
MHKMohawk Industries, Inc.Most unusual-0.2%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
FNDFloor & Decor Holdings, Inc.Participating-1.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
HOVHovnanian Enterprises, Inc.Quiet / lagging+2.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TILEInterface, Inc.Quiet / lagging+1.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
APOGApogee Enterprises, Inc.Quiet / lagging-0.3%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
NXQuanex Building Products CorporQuiet / lagging+0.1%0% of 0 sessionsNot 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.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
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 support2 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-08-255 names in the durable cohort
2026-08-246 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
APOG0% · 0 episodes
FND0% · 0 episodes
HOV0% · 0 episodes
MHK0% · 0 episodes
NX0% · 0 episodes
TILE0% · 0 episodes