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These correlations are computed from 3 months of daily returns between the reporting company and its SEC-disclosed relationships (suppliers, customers, competitors, partners).
| Reporting Ticker | Company | MCap | Time | Related Ticker | Relationship | 3m Correlation |
|:---:|:---|:---:|:---:|:---:|:---|:---:|
| \*\*SON\*\* | Sonoco Products | $5.1B | AMC | CCK | Competitor (packaging) | \*\*0.59\*\* |
| \*\*SON\*\* | Sonoco Products | $5.1B | AMC | AMCR | Competitor (packaging) | -0.05 |
| \*\*TNC\*\* | Tennant Co | $1.5B | -- | GGG | Supplier | \*\*0.78\*\* |
| \*\*TNC\*\* | Tennant Co | $1.5B | -- | PNR | Supplier | \*\*0.52\*\* |
| \*\*TNC\*\* | Tennant Co | $1.5B | -- | GM | Supplier | \*\*0.46\*\* |
| \*\*TNC\*\* | Tennant Co | $1.5B | -- | RR | Competitor | 0.18 |
| \*\*TNC\*\* | Tennant Co | $1.5B | -- | ZONE | Competitor | 0.12 |
| \*\*AHH\*\* | Armada Hoffler Properties | $708M | AMC | TROW | Customer (HQ tenant) | 0.22 |
| \*\*AHH\*\* | Armada Hoffler Properties | $708M | AMC | AAUC | Customer | -0.04 |
| \*\*ASTI\*\* | Ascent Solar Technologies | $31M | -- | BBY | Customer | 0.15 |
| \*\*ASTI\*\* | Ascent Solar Technologies | $31M | -- | MSFT | Customer | 0.10 |
| \*\*VWAV\*\* | VisionWave Holdings | $133M | -- | NDAQ | Partner | -0.00 |
\*\*How to read this:\*\* A 0.78 correlation between TNC and GGG means their daily returns moved together 78% of the time over 3 months. If TNC reports a surprise, GGG could move in sympathy.
List of Red flags I found in their fillings:
\### Going Concern Warnings
VWAV (VisionWave Holdings) has $133M market cap.
\- Also has a material weakness (double flag)
\- Defense-focused company selling to U.S. Army and NATO
\- Auditor: RBSM LLP
\*\*ASTI (Ascent Solar Technologies) has $31M market cap
\- NI: -$5.8M, OCF: -$8.4M
\- Only 20 employees
\- Sells to Best Buy (BBY) and Microsoft (MSFT)
\- Auditor: Haynie & Company
\*\*ADTX (Aditxt Inc.)\*\* has $1M market cap
\> \*"We believe our remaining funds on hand will not be sufficient to fund our operations for the next 12 months and such creates substantial doubt about our ability to continue as a going concern beyond one year."\*
\- NI: -$40.4M, OCF: -$16.8M
\- DSO of 118 days (takes nearly 4 months to collect receivables)
\- Healthcare company with 26 employees
\- Auditor: dbbmckennon
Material Weakness in Internal Controls (ICFR)
\*\*RICK (RCI Hospitality)\*\* with $198M market cap
\- Despite this, the business is very cash generative: $55.9M OCF on $16.3M net income
\- DSO of only 6.9 days it's a nightclub/restaurant cash business
\- Segments: Nightclubs
\- Auditor: Friedman LLP
\*\*BYFC (Broadway Financial)\*\* with $76M market cap
\- Filed a 10-K/A restatement that the material weakness was found during the restatement process
\- Cash positive despite losses: NI -$1.9M but OCF +$1.4M
\- 106 employees, community bank (Financials sector)
\- Auditor: Baker Tilly US, LLP
\*\*VWAV (VisionWave Holdings)\*\* with $133M market cap \*(also flagged above for going concern)\*
\> \*"...management concluded that the Company maintained ineffective internal control over financial reporting as of September 30, 2025..."\*
\- Double-flagged: Going Concern + Material Weakness
\- Sloan ratio: -1.38 (extreme accrual quality issue)
\## Interesting Findings
\### Board-Supplier Interlock: TNC and GGG
\*\*Mark W. Sheahan\*\* sits on both the Tennant Co (TNC) board and the Graco (GGG) board. GGG is also a supplier to TNC, and they have a \*\*0.78 price correlation\*\*. If TNC earnings reveal anything about industrial demand, GGG is directly exposed both operationally and at the governance level.
\### RHLD: $1.6B Market Cap, 7 Employees
Resolute Holdings (RHLD) has a Sloan ratio of -1,697 (pretty extreme!). The company has only 7 employees managing a $1.6B market cap. Three board members have cross-board exposure:
\- Roger Fradin also on VRT (Vertiv) and JBI
\- Jane J. Thompson also on NAVI (Navient)
\- Joseph J. DeAngelo also on VRT (Vertiv)
\### AHH: T. Rowe Price HQ Is Their Tenant
Armada Hoffler (AHH) is building T. Rowe Price's (TROW) global headquarters at Harbor Point in Baltimore a 553,000 sq ft office with 20,200 sq ft retail. AHH reports AMC Monday. Any update on construction/leasing directly impacts both companies
\### SON: Packaging Sector Read-Through
Sonoco (SON) competes directly with Crown Holdings (CCK) at 0.59 correlation and Amcor (AMCR). Also has a relationship with Toppan Holdings (private, Japanese packaging giant) who bought SON's TFP business. SON's earnings could set the tone for the whole packaging sector.
\### Shared Auditors
OTTR and TNC both use Deloitte & Touche LLP the only shared auditor pair among Monday reporters.
\## Full Monday Earnings List
| Ticker | Company | MCap(M) | Time | EPS Est | In Coverage | Flags |
|:---:|:---|---:|:---:|:---:|:---:|:---|
| OTTR | Otter Tail Corp | 3,645 | AMC | 1.16 | Yes | |
| BRDCY | Bridgestone | 32,404 | -- | -- | No | |
| SSSGY | SARTORIUS | 7,976 | -- | -- | No | |
| FRMI | Fermi Inc. | 5,686 | -- | -- | No | |
| SON | Sonoco Products | 5,060 | AMC | 1.01 | Yes | |
| AERO | Grupo Aeromexico | 2,524 | AMC | 0.46 | No | |
| RNW | ReNew Energy Global | 1,941 | BMO | -0.12 | No | |
| RHLD | Resolute Holdings | 1,608 | -- | -- | Yes | Sloan -1697 |
| TNC | Tennant Co | 1,479 | -- | 1.68 | Yes | |
| INR | Infinity Natural Resources | 960 | -- | 0.65 | No | |
| GEMI | Gemini Space Station | 788 | -- | -0.84 | No | |
| AHH | Armada Hoffler Properties | 708 | AMC | 0.26 | Yes | |
| SVCC | Stellar V Capital | 225 | -- | -- | No | |
| ANTA | Antalpha Platform | 207 | -- | 0.21 | No | |
| RICK | RCI Hospitality | 198 | -- | -- | Yes | Material Weakness |
| VWAV | VisionWave Holdings | 133 | -- | -- | Yes | Going Concern, MW |
| BYFC | Broadway Financial | 76 | -- | -- | Yes | Material Weakness |
| FFBW | FFBW | 62 | -- | -- | No | |
| ASTI | Ascent Solar Technologies | 31 | -- | -- | Yes | Going Concern |
| EHLD | Euroholdings Ltd. | 18 | -- | -- | No | |
| AMLM | American Lithium Minerals | 11 | -- | -- | No | |
| LUVU | Luvu Brands | 3 | -- | -- | No | |
| GTCH | GBT Technologies | 2 | -- | -- | No | |
| ADTX | Aditxt Inc. | 1 | -- | -- | Yes | Going Concern |
| BAOS | Baosheng Media Group | NA | -- | -- | No | |

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