Garmin Ltd(GRMN)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$238.96
- 52-Week Range
- $186.67 – $273.32
- YTD
- +18.04%
- IV Rank (30D)
- 35.51
- Straddle Price
- $16.70
- P/C Vol Ratio
- 0.74
- Market Cap
- $45.9B
Fair Value
-2.4% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 10.01% |
| Volatility Risk Premium | +37.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 17.2% |
| Rev. Growth (YoY, DCF input) | -3.4% |
| DCF Horizon | 12 years explicit + fade |
| Free Cash Flow (TTM) | $1.5B |
| Return on Equity (TTM) | 18.7% |
| Book / Price | 20.1% |
| Gross Margin (TTM) | 59.1% |
| FCF Margin (TTM) | 19.4% |
| Debt / Equity | 0.00 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +15.2% (reverse-DCF on current price) |
| SMA 50 | $244.97 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $235.91 |
| Bollinger Width / SMA20 | 3.2% (drives anchor stability) |
| Net Debt | $-2.3B |
| Market Cap | $46B |
Peers used for multiples: AMZN, DXCM, HD, IOT, LSCC, RMBS, SWKS, TSLA
Blended Fair Value
$232.30
Current Price
$238.10
Deviation
-2.4%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -1.2% | +0.53 | -0.40 | 95.5% | — |
| 42d | -5.1% | -0.14 | -0.40 | 95.5% | — |
| 63d | -5.7% | -0.18 | -0.40 | 95.5% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $83.15 | 16% | |
| DDM (Gordon) | $56.27 | 13% | |
| Peer P/E | $429.86 | 7% | median 48.0× · 8 peers |
| Peer EV/EBITDA | $409.85 | 7% | median 35.6× · 8 peers |
| Peer P/B | $559.04 | 1% | median 11.7× · 8 peers |
| Peer P/S | $327.43 | 5% | median 8.5× · 8 peers |
| Market Anchor (SMA50) | $244.97 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $270.22 | 16% | 26 strikes · skew -0.19 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- SEARCH, DETECTION, NAVIGATION, GUIDANCE, AERONAUTICAL SYS (3812)
- Exchange
- XNYS
- Market Cap
- $45.9B
Garmin produces GPS-enabled hardware and software for five sectors: fitness, outdoors, automotive, aviation, and marine. Garmin has built a strong reputation for durable, high-precision devices through a vertically integrated design and manufacturing approach. The company's product lines include smartwatches, fitness trackers, communication equipment, and a comprehensive suite of systems for marine and aviation navigation. Garmin operates globally, with its business focused primarily on North America and Europe.
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -2.72% | 23 |
| Feb | +3.24% | 23 |
| Mar | +1.29% | 23 |
| Apr | -1.27% | 23 |
| May | +1.87% | 23 |
| Jun | +0.81% | 23 |
| Jul | +3.59% | 22 |
| Aug | -0.55% | 22 |
| Sep | +2.13% | 23 |
| Oct | +0.37% | 23 |
| Nov | +2.31% | 23 |
| Dec | +1.33% | 23 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $236.09
SMA 50: $244.98
SMA 200: $228.87
Current: $238.10
EMA 12: $237.14
EMA 26: $238.48
MACD: -1.3359 | Signal: 0.4615
BEARISH
ADX (14): 12.34
RANGE
+DI: 19.34
−DI: 19.33
Momentum Oscillators
RSI (14): 49.47
NEUTRAL
Stoch %K: 47.97
Stoch %D: 48.17
Williams %R: -36.95
Volume & Volatility
BB Upper: $244.96
BB Lower: $227.22
NEUTRAL
OBV: 37,247,347
Vol SMA 20: 720,971
Vol ROC: -75.11%
ATR: $6.11
True Range: $3.94
HV 20: 29.1%
HV 30: 30.2%
HV 60: 30.4%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:30.970000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Find out from a runner which smartwatch offers peak performance.
Earnings History
4 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-31 | Pre-Market | 6.90% | 4.77% | 0.69x | Within |
| 2024-10-30 | Pre-Market | 8.42% | 21.96% | 2.61x | Exceeded |
| 2025-02-19 | Pre-Market | 9.16% | 10.05% | 1.10x | Exceeded |
| 2025-04-30 | Pre-Market | 9.76% | 8.91% | 0.91x | Within |
| 2025-07-30 | Pre-Market | 9.47% | 7.75% | 0.82x | Within |
| 2025-10-29 | Pre-Market | 9.17% | 11.08% | 1.21x | Exceeded |
| 2026-02-18 | Pre-Market | 9.08% | 9.43% | 1.04x | Exceeded |
| 2026-04-29 | Pre-Market | 9.30% | 2.13% | 0.23x | Within |
Options Activity
- IV Rank (30D)
- 35.51
- IV Rank (7D)
- 100
- Avg IV
- 65.0%
- Straddle (30D)
- $16.70
- Straddle (7D)
- $7.48
- P/C Volume
- 0.74
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Volatility Surface
Enter a ticker to render the implied volatility surface.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.32
- Correlation (SPY)
- 53.6%
- R²
- 0.29
- Ann. Volatility
- 30.4%
- SPY Volatility
- 12.3%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 193,532,500 (as of 2026-03-28)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
18 filers$118.20M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $43.87M | 37.12% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $21.04M | 17.80% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $18.21M | 15.41% | 2026-03-31 |
| 4 | Walleye Trading LLC | $5.78M | 4.89% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $5.34M | 4.51% | 2026-03-31 |
| 6 | Squarepoint Ops LLC | $5.34M | 4.51% | 2026-03-31 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $3.97M | 3.36% | 2026-03-31 |
| 8 | PEAK6 LLC | $3.22M | 2.73% | 2026-03-31 |
| 9 | SIMPLEX TRADING, LLC Custodian | $2.27M | 1.92% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $1.72M | 1.45% | 2025-09-30 |
| 11 | CenterStar Asset Management, LLC | $1.65M | 1.39% | 2026-03-31 |
| 12 | DRW Securities, LLC | $1.60M | 1.35% | 2026-03-31 |
| 13 | TUDOR INVESTMENT CORP ET AL | $1.11M | 0.94% | 2026-03-31 |
| 14 | Cubist Systematic Strategies, LLC | $1.03M | 0.87% | 2025-09-30 |
| 15 | GROUP ONE TRADING LLC Custodian | $696.03K | 0.59% | 2026-03-31 |
| 16 | Twin Tree Management, LP | $533.62K | 0.45% | 2026-03-31 |
| 17 | Walleye Capital LLC | $464.02K | 0.39% | 2026-03-31 |
| 18 | UBS Group AG Custodian | $348.01K | 0.29% | 2026-03-31 |
19 filers$106.08M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $33.99M | 32.04% | 2026-03-31 |
| 2 | Oribel Capital Management, LP | $27.19M | 25.63% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $8.05M | 7.59% | 2026-03-31 |
| 4 | PEAK6 LLC | $5.82M | 5.49% | 2026-03-31 |
| 5 | BOOTHBAY FUND MANAGEMENT, LLC | $5.06M | 4.77% | 2026-03-31 |
| 6 | SIMPLEX TRADING, LLC Custodian | $4.94M | 4.66% | 2026-03-31 |
| 7 | Walleye Trading LLC | $4.83M | 4.55% | 2026-03-31 |
| 8 | JANE STREET GROUP, LLC Custodian | $3.50M | 3.30% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $3.24M | 3.06% | 2025-09-30 |
| 10 | CITADEL ADVISORS LLC Custodian | $3.16M | 2.97% | 2026-03-31 |
| 11 | MILLENNIUM MANAGEMENT LLC Custodian | $1.74M | 1.64% | 2026-03-31 |
| 12 | DRW Securities, LLC | $1.55M | 1.47% | 2026-03-31 |
| 13 | Cubist Systematic Strategies, LLC | $1.01M | 0.95% | 2025-09-30 |
| 14 | GROUP ONE TRADING LLC Custodian | $510.42K | 0.48% | 2026-03-31 |
| 15 | CenterStar Asset Management, LLC | $510.42K | 0.48% | 2026-03-31 |
| 16 | TUDOR INVESTMENT CORP ET AL | $440.82K | 0.42% | 2026-03-31 |
| 17 | Squarepoint Ops LLC | $278.41K | 0.26% | 2026-03-31 |
| 18 | UBS Group AG Custodian | $232.01K | 0.22% | 2026-03-31 |
| 19 | Walleye Capital LLC | $23.20K | 0.02% | 2026-03-31 |
Insider Activity
Latest: 2026-06-12
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-12 | MIN H KAO | Executive Chairman | Gift (G) | −11,005 | — | EDGAR | |
| 2026-06-12 | JONATHAN BURRELL | Director | Gift (G) | — | — | EDGAR | |
| 2026-06-09 | Joseph J Hartnett | Director | Sell (S) | −643 | $236.09 | -$151.8K | EDGAR |
| 2026-06-09 | Susan M. Ball | Director | Mixed | +538 | $236.57 | -$50.9K | EDGAR |
| 2026-06-09 | Joseph J Hartnett | Director | Mixed | −105 | $256.80 | -$220.3K | EDGAR |
| 2026-06-09 | CATHERINE A. LEWIS | Director | Mixed | +538 | $236.57 | -$50.9K | EDGAR |
| 2026-06-08 | Douglas G. Boessen | CFO and Treasurer | Sell (S) | −2,000 | $237.91 | -$475.8K | EDGAR |
| 2026-06-08 | JONATHAN BURRELL | Director | Mixed | +538 | $236.57 | -$50.9K | EDGAR |
| 2026-05-27 | JONATHAN BURRELL | Director | Gift (G) | −8,800 | — | EDGAR | |
| 2026-05-22 | MIN H KAO | Executive Chairman | Gift (G) | −14,760 | — | EDGAR | |
| 2026-05-18 | JONATHAN BURRELL | Director | Gift (G) | — | — | EDGAR | |
| 2026-05-11 | JONATHAN BURRELL | Director | Gift (G) | — | — | EDGAR | |
| 2026-05-08 | LAURIE A MINARD | VP, Human Resources | Sell (S) | −1,084 | $242.03 | -$262.4K | EDGAR |
| 2026-05-06 | JONATHAN BURRELL | Director | Gift (G) | — | — | EDGAR | |
| 2026-05-05 | JONATHAN BURRELL | Director | Gift (G) | −298,866 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
30 insiders · @ $238.10
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | GARY L BURRELL | 10%+ Owner | 44,832,000 | $10.67B | -$45.09M | 44 | 2015-08-05 |
| 2 | MIN H KAO | Executive Chairman | 13,575,031 | $3.23B | -$1.69B | 153 | 2026-06-12 |
| 3 | JONATHAN BURRELL | Director | 1,743,189 | $415.05M | -$213.81M | 177 | 2026-06-12 |
| 4 | DONALD ELLER | Director | 882,305 | $210.08M | -$42.56M | 40 | 2018-06-11 |
| 5 | Danny J Bartel | VP, Global Consumer Sales | 225,337 | $53.65M | -$5.02M | 47 | 2025-02-27 |
| 6 | CLIFTON A PEMBLE | President and CEO | 143,810 | $34.24M | -$39.48M | 76 | 2026-02-27 |
| 7 | Philip Straub | EVP, Man. Director - Aviation | 101,558 | $24.18M | -$4.03M | 64 | 2026-02-27 |
| 8 | THOMAS A MCDONNELL | Director | 76,708 | $18.26M | $447.2K | 5 | 2010-02-19 |
| 9 | ANDREW R ETKIND | VP, General Counsel, Secretary | 73,006 | $17.38M | -$6.58M | 57 | 2024-02-27 |
| 10 | KEVIN RAUCKMAN | VP, Executive Office | 65,237 | $15.53M | -$4.94M | 24 | 2014-11-07 |
| 11 | Patrick Desbois | co-COO | 62,124 | $14.79M | -$6.38M | 37 | 2026-02-27 |
| 12 | BRADLEY C TRENKLE | co-COO | 47,829 | $11.39M | $0 | 8 | 2026-02-27 |
| 13 | Brian James Pokorny | Vice President - Operations | 45,708 | $10.88M | -$4.42M | 29 | 2014-03-13 |
| 14 | Cheng-Wei Wang | General Manager - Garmin Corp. | 39,391 | $9.38M | -$4.66M | 17 | 2026-02-20 |
| 15 | Pao-Chang Huang | General Manager - Garmin Corp. | 33,834 | $8.06M | -$2.95M | 20 | 2018-12-18 |
| 16 | Charles Peffer | Director | 28,657 | $6.82M | -$708.0K | 27 | 2024-06-10 |
| 17 | EDWARD J. LINK | VP, Information Technology | 28,425 | $6.77M | -$705.8K | 7 | 2026-03-10 |
| 18 | Douglas G. Boessen | CFO and Treasurer | 26,134 | $6.22M | -$8.19M | 38 | 2026-06-08 |
| 19 | Joseph J Hartnett | Director | 21,277 | $5.07M | -$216.9K | 22 | 2026-06-09 |
| 20 | JOSHUA H MAXFIELD | VP, General Counsel | 16,651 | $3.96M | $0 | 7 | 2026-02-27 |
| 21 | SUSAN LYMAN | VP, Consumer Sales & Marketing | 11,328 | $2.70M | -$1.92M | 9 | 2026-02-27 |
| 22 | Matthew Munn | EVP, Man. Director - Auto OEM | 9,876 | $2.35M | -$5.09M | 25 | 2026-02-27 |
| 23 | Thomas Poberezny | Director | 9,796 | $2.33M | $0 | 9 | 2016-06-13 |
| 24 | CATHERINE A. LEWIS | Director | 8,160 | $1.94M | $0 | 9 | 2026-06-09 |
| 25 | REBECCA R TILDEN | Director | 7,959 | $1.90M | $0 | 3 | 2018-06-11 |
| 26 | Sean Biddlecombe | Managing Director, EMEA | 7,007 | $1.67M | -$2.53M | 55 | 2026-02-27 |
| 27 | GARY V KELLEY | Vice President - Marketing | 5,284 | $1.26M | -$2.65M | 22 | 2012-01-05 |
| 28 | LAURIE A MINARD | VP, Human Resources | 3,885 | $925.0K | -$1.05M | 13 | 2026-05-08 |
| 29 | Susan M. Ball | Director | 2,388 | $568.6K | $0 | 3 | 2026-06-09 |
| 30 | GENE M BETTS | Director | 1,000 | $238.1K | -$1.13M | 17 | 2013-06-11 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Recent SEC Filings
Latest: 2026-04-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001193125-26-188907 | EDGAR |
| 2026-02-18 | 0001193125-26-056025 | EDGAR |
| 2025-10-29 | 0001193125-25-254600 | EDGAR |
| 2025-07-30 | 0000950170-25-099874 | EDGAR |
| 2025-06-12 | 0000950170-25-085470 | EDGAR |
| 2025-04-30 | 0000950170-25-060551 | EDGAR |
| 2025-02-19 | 0000950170-25-022757 | EDGAR |
| 2024-10-30 | 0000950170-24-118579 | EDGAR |
| 2024-07-31 | 0000950170-24-088226 | EDGAR |
| 2024-06-24 | 0000950170-24-076475 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-18 | 0001193125-26-056028 | EDGAR |
| 2025-02-19 | 0000950170-25-022760 | EDGAR |
| 2024-02-21 | 0000950170-24-017559 | EDGAR |
| 2023-02-22 | 0000950170-23-003566 | EDGAR |
| 2022-02-16 | 0000950170-22-001303 | EDGAR |
| 2021-02-17 | 0001564590-21-006192 | EDGAR |
| 2020-02-19 | 0001564590-20-005133 | EDGAR |
| 2019-02-20 | 0001615774-19-002739 | EDGAR |
| 2018-02-21 | 0001615774-18-001344 | EDGAR |
| 2017-02-22 | 0001615774-17-000765 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001193125-26-188908 | EDGAR |
| 2025-10-29 | 0001193125-25-254605 | EDGAR |
| 2025-07-30 | 0000950170-25-099877 | EDGAR |
| 2025-04-30 | 0000950170-25-060555 | EDGAR |
| 2024-10-30 | 0000950170-24-118582 | EDGAR |
| 2024-07-31 | 0000950170-24-088230 | EDGAR |
| 2024-05-01 | 0000950170-24-050879 | EDGAR |
| 2023-11-01 | 0000950170-23-057115 | EDGAR |
| 2023-08-02 | 0000950170-23-036762 | EDGAR |
| 2023-05-03 | 0000950170-23-016873 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 26.7 |
| P/B Ratio | 5.0 |
| P/S Ratio | 6.2 |
| EV/EBITDA | 20.2 |
| TTM Revenue | $7.5B |
| TTM Net Income | $1.7B |
| TTM EPS | $8.96 |
| ROE | 18.7% |
| Dividend Yield | 1.51% |