IDEX Corporation(IEX)
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
$218.49
- 52-Week Range
- $157.25 – $223.94
- YTD
- +22.02%
- IV Rank (30D)
- 37.23
- Straddle Price
- $16.40
- P/C Vol Ratio
- 1.02
- Market Cap
- $16.2B
Fair Value
-26.0% 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 | 9.45% |
| Volatility Risk Premium | +35.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.8% |
| Rev. Growth (YoY, DCF input) | +2.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.02 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.6B |
| Return on Equity (TTM) | 12.5% |
| Book / Price | 24.9% |
| Gross Margin (TTM) | 44.4% |
| FCF Margin (TTM) | 17.3% |
| Debt / Equity | 0.46 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +14.0% (reverse-DCF on current price) |
| SMA 50 | $208.54 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $211.90 |
| Bollinger Width / SMA20 | 3.9% (drives anchor stability) |
| Net Debt | $1.3B |
| Market Cap | $16B |
Peers used for multiples: AOS, ECL, FELE, PNR, ROP, WAT, XYL, ZWS
Blended Fair Value
$161.63
Current Price
$218.49
Deviation
-26.0%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -1.9% | +0.31 | -0.92 | 19.7% | — |
| 42d | -3.3% | +0.27 | -0.92 | 19.7% | — |
| 63d | -0.7% | +0.74 | -0.92 | 19.7% | — |
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 | $102.91 | 17% | |
| DDM (Gordon) | $38.84 | 13% | |
| Peer P/E | $191.52 | 5% | median 27.6× · 8 peers |
| Peer EV/EBITDA | $161.70 | 5% | median 13.8× · 8 peers |
| Peer P/B | $170.35 | 5% | median 3.2× · 8 peers |
| Peer P/S | $167.40 | 5% | median 3.5× · 8 peers |
| Market Anchor (SMA50) | $208.54 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $211.42 | 17% | 20 strikes · skew +0.91 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- PUMPS & PUMPING EQUIPMENT (3561)
- Exchange
- XNYS
- Market Cap
- $16.2B
Idex manufactures pumps, flow meters, valves, and fluidic systems for customers in a variety of end markets, including industrial, fire and safety, life science, and water. The firm's business is organized into three segments: fluid and metering technologies, health and science technologies, and fire and safety and diversified products. The company generated $3.5 billion in revenue in 2025.
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.31% | 23 |
| Feb | +0.35% | 23 |
| Mar | +2.18% | 23 |
| Apr | +2.87% | 23 |
| May | -1.74% | 23 |
| Jun | +0.74% | 23 |
| Jul | +2.59% | 22 |
| Aug | -0.73% | 22 |
| Sep | -0.40% | 23 |
| Oct | +0.33% | 23 |
| Nov | +4.90% | 23 |
| Dec | +0.62% | 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: $212.26
SMA 50: $209.07
SMA 200: $187.58
Current: $218.49
EMA 12: $215.50
EMA 26: $212.95
MACD: 2.5490 | Signal: 0.4358
BULLISH
ADX (14): 18.28
RANGE
+DI: 27.01
−DI: 17.74
Momentum Oscillators
RSI (14): 58.16
NEUTRAL
Stoch %K: 61.14
Stoch %D: 69.62
Williams %R: -31.04
Volume & Volatility
BB Upper: $221.49
BB Lower: $203.02
NEUTRAL
OBV: -24,410,017
Vol SMA 20: 650,016
Vol ROC: -52.92%
ATR: $4.84
True Range: $3.13
HV 20: 23.7%
HV 30: 21.3%
HV 60: 25.6%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:40.335000
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
Earnings History
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-01 | Pre-Market | 6.53% | 1.01% | 0.15x | Within |
| 2024-10-30 | Pre-Market | 4.93% | 5.12% | 1.04x | Exceeded |
| 2025-02-04 | After-Close | 5.05% | 9.45% | 1.87x | Exceeded |
| 2025-05-01 | Pre-Market | 5.87% | 1.31% | 0.22x | Within |
| 2025-07-30 | Pre-Market | 6.12% | 8.97% | 1.47x | Exceeded |
| 2025-10-29 | After-Close | 6.17% | 0.11% | 0.02x | Within |
| 2026-02-04 | Pre-Market | 5.84% | 5.75% | 0.98x | Within |
| 2026-04-29 | Pre-Market | 6.72% | 5.83% | 0.87x | Within |
Options Activity
- IV Rank (30D)
- 37.23
- IV Rank (7D)
- 94.46
- Avg IV
- 50.8%
- Straddle (30D)
- $16.40
- Straddle (7D)
- $8.35
- P/C Volume
- 1.02
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)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. 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.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
14 DTE / 10d
—
—
pts
ATM — / Wing —
30 DTE / 10d
—
—
pts
ATM — / Wing —
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.83
- Correlation (SPY)
- 39.5%
- R²
- 0.16
- Ann. Volatility
- 26.1%
- SPY Volatility
- 12.3%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 75,100,000 (as of 2026-03-31)
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.
5 filers$13.94M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $5.69M | 40.79% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $2.79M | 19.99% | 2026-03-31 |
| 3 | UBS Group AG Custodian | $2.34M | 16.78% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $2.18M | 15.64% | 2026-03-31 |
| 5 | JANE STREET GROUP, LLC Custodian | $947.75K | 6.80% | 2026-03-31 |
4 filers$12.09M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $7.58M | 62.70% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $2.26M | 18.65% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $1.54M | 12.70% | 2026-03-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $720.29K | 5.96% | 2026-03-31 |
Insider Activity
Latest: 2026-05-13
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-13 | ERIC D ASHLEMAN | CEO and President | Mixed | — | $154.25 | -$1.88M | EDGAR |
| 2026-05-08 | Mark A Beck | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | MARK A BUTHMAN | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Carl R Christenson | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Stephanie Disher | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Matthijs Glastra | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Lakecia N Gunter | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Katrina L Helmkamp | Director | Award (A) | +1,035 | — | EDGAR | |
| 2026-05-08 | Alejandro Quiroz | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Stanfield Paris Watts | Director | Award (A) | +805 | — | EDGAR | |
| 2026-02-23 | Lisa M Anderson | SVP, GC, CAO & Corp Sec | Award (A) | +1,205 | — | EDGAR | |
| 2026-02-23 | ERIC D ASHLEMAN | CEO and President | Award (A) | +9,040 | — | EDGAR | |
| 2026-02-23 | Sean M. Gillen | SVP, Chief Financial Officer | Award (A) | +2,410 | — | EDGAR | |
| 2026-02-23 | Allison S Lausas | VP, Chief Accounting Officer | Mixed | +96 | $207.86 | -$37.2K | EDGAR |
| 2026-02-23 | William L. Simmons | Group Executive, FMT & FSDP | Award (A) | +1,055 | — | 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
49 insiders · @ $218.49
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 | Lawrence D Kingsley | Chairman and CEO | 520,184 | $113.66M | -$16.33M | 21 | 2011-08-30 |
| 2 | MICHAEL T TOKARZ | Director | 329,789 | $72.06M | -$1.06M | 33 | 2015-03-02 |
| 3 | ERIC D ASHLEMAN | CEO and President | 71,573 | $15.64M | -$25.45M | 39 | 2026-05-13 |
| 4 | BRADLEY A SPIEGEL | VP-Group Exec/Comm Excellence | 53,801 | $11.75M | $0 | 1 | 2008-04-10 |
| 5 | BRADLEY J BELL | Director | 50,501 | $11.03M | -$558.3K | 13 | 2015-01-09 |
| 6 | Kevin G. Hostetler | VP - Group Executive | 49,958 | $10.92M | -$516.5K | 7 | 2011-12-01 |
| 7 | NEIL A SPRINGER | Director | 34,971 | $7.64M | -$1.20M | 9 | 2010-08-03 |
| 8 | Andrew K Silvernail | Chairman and CEO | 34,903 | $7.63M | -$129.04M | 44 | 2020-12-01 |
| 9 | HEATH A MITTS | SVP - Chief Financial Officer | 28,041 | $6.13M | -$10.06M | 29 | 2016-05-24 |
| 10 | JOHN L MCMURRAY | VP - Group Executive | 27,702 | $6.05M | -$7.32M | 32 | 2011-02-18 |
| 11 | BRETT E FINLEY | SVP - Group Executive | 24,582 | $5.37M | -$1.68M | 4 | 2015-10-27 |
| 12 | WILLIAM M COOK | Director | 24,114 | $5.27M | -$1.78M | 22 | 2022-05-10 |
| 13 | David C Parry | Director | 21,830 | $4.77M | $0 | 14 | 2024-05-08 |
| 14 | KIMBERLY K BORS | VP - Human Resources | 21,396 | $4.67M | $0 | 3 | 2008-04-10 |
| 15 | MICHAEL J YATES | VP-Chief Accounting Officer | 20,052 | $4.38M | -$23.38M | 47 | 2021-03-01 |
| 16 | Sean M. Gillen | SVP, Chief Financial Officer | 19,005 | $4.15M | $0 | 2 | 2026-02-23 |
| 17 | William K Grogan | Chief Financial Officer | 17,203 | $3.76M | -$2.31M | 23 | 2023-02-27 |
| 18 | DOMINIC A ROMEO | VP and CFO | 15,765 | $3.44M | -$18.32M | 23 | 2011-03-01 |
| 19 | HAROLD MORGAN | VP - Human Resources | 14,800 | $3.23M | $0 | 4 | 2011-02-23 |
| 20 | LIVINGSTON SATTERTHWAITE | Director | 14,747 | $3.22M | -$2.46M | 17 | 2024-05-08 |
| 21 | Katrina L Helmkamp | Director | 14,235 | $3.11M | $399.0K | 13 | 2026-05-08 |
| 22 | GREGORY B KENNY | Director | 12,150 | $2.65M | -$354.1K | 7 | 2008-01-03 |
| 23 | DANIEL J SALLIOTTE | SVP, Corporate Development | 11,893 | $2.60M | -$20.80M | 48 | 2022-02-18 |
| 24 | ERNEST J MROZEK | Director | 11,220 | $2.45M | -$2.34M | 18 | 2021-05-14 |
| 25 | Denise R Singleton | SVP, General Counsel &Corp Sec | 10,200 | $2.23M | -$11.93M | 22 | 2022-02-18 |
| 26 | MARK A BUTHMAN | Director | 10,025 | $2.19M | $0 | 11 | 2026-05-08 |
| 27 | CYNTHIA J WARNER | Director | 9,825 | $2.15M | $0 | 8 | 2020-05-11 |
| 28 | James P. MacLennan | SVP-CHIEF INFORMATION OFFICER | 9,258 | $2.02M | $0 | 7 | 2020-02-11 |
| 29 | Mark A Beck | Director | 7,755 | $1.69M | $0 | 10 | 2026-05-08 |
| 30 | Carl R Christenson | Director | 7,156 | $1.56M | $101.6K | 9 | 2026-05-08 |
| 31 | RUBY R CHANDY | Director | 7,026 | $1.54M | $0 | 7 | 2012-02-23 |
| 32 | Abhishek Khandelwal | SVP, Chief Financial Officer | 6,935 | $1.52M | $0 | 3 | 2025-02-24 |
| 33 | Gregory F Milzcik | Director | 6,665 | $1.46M | -$1.89M | 13 | 2017-03-13 |
| 34 | Tara M. Tereso | Group Executive, HST | 5,836 | $1.28M | $0 | 1 | 2026-02-23 |
| 35 | FRANK S HERMANCE | Director | 5,516 | $1.21M | $0 | 25 | 2011-08-02 |
| 36 | Akhil Mahendra | Interim CFO | 5,035 | $1.10M | -$45.2K | 2 | 2025-06-09 |
| 37 | Lakecia N Gunter | Director | 4,925 | $1.08M | $0 | 7 | 2026-05-08 |
| 38 | FRANK J NOTARO | Secretary | 4,330 | $946.1K | -$18.08M | 45 | 2015-11-20 |
| 39 | Lisa M Anderson | SVP, GC, CAO & Corp Sec | 4,327 | $945.4K | $0 | 8 | 2026-02-23 |
| 40 | Stanfield Paris Watts | Director | 4,195 | $916.6K | $0 | 6 | 2026-05-08 |
| 41 | Alejandro Quiroz | Director | 4,030 | $880.5K | $0 | 5 | 2026-05-08 |
| 42 | Allison S Lausas | VP, Chief Accounting Officer | 3,947 | $862.4K | $0 | 9 | 2026-02-23 |
| 43 | Marc Uleman | Senior VP, Group Executive HST | 3,296 | $720.1K | $0 | 2 | 2023-02-27 |
| 44 | William L. Simmons | Group Executive, FMT & FSDP | 2,892 | $631.9K | $0 | 1 | 2026-02-23 |
| 45 | Melissa S Flores | SVP, CHRO | 2,516 | $549.7K | $0 | 11 | 2025-02-24 |
| 46 | Stephanie Disher | Director | 1,880 | $410.8K | $0 | 3 | 2026-05-08 |
| 47 | Matthijs Glastra | Director | 1,880 | $410.8K | $0 | 3 | 2026-05-08 |
| 48 | Roopa Unnikrishnan | SVP, Strategy&Corp Development | 1,170 | $255.6K | $0 | 5 | 2025-02-24 |
| 49 | JEFFREY D BUCKLEW | SVP-Chief HR Officer | 740 | $161.7K | -$10.97M | 36 | 2020-08-26 |
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: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0000832101-26-000012 | EDGAR |
| 2026-04-29 | 0000832101-26-000007 | EDGAR |
| 2026-02-09 | 0001193125-26-042918 | EDGAR |
| 2026-02-04 | 0001628280-26-005268 | EDGAR |
| 2025-12-04 | 0001193125-25-308187 | EDGAR |
| 2025-10-29 | 0001628280-25-046909 | EDGAR |
| 2025-09-18 | 0000832101-25-000034 | EDGAR |
| 2025-07-30 | 0000832101-25-000030 | EDGAR |
| 2025-05-21 | 0001193125-25-123635 | EDGAR |
| 2025-05-12 | 0000832101-25-000020 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-19 | 0000832101-26-000003 | EDGAR |
| 2025-02-20 | 0000832101-25-000010 | EDGAR |
| 2024-02-22 | 0000832101-24-000009 | EDGAR |
| 2023-02-23 | 0000832101-23-000013 | EDGAR |
| 2022-02-24 | 0000832101-22-000008 | EDGAR |
| 2021-02-25 | 0000832101-21-000017 | EDGAR |
| 2020-02-21 | 0000832101-20-000007 | EDGAR |
| 2019-02-28 | 0000832101-19-000005 | EDGAR |
| 2018-02-22 | 0000832101-18-000019 | EDGAR |
| 2017-02-23 | 0000832101-17-000016 | 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 | 0000832101-26-000009 | EDGAR |
| 2025-10-29 | 0001628280-25-047080 | EDGAR |
| 2025-07-30 | 0000832101-25-000032 | EDGAR |
| 2025-05-01 | 0000832101-25-000017 | EDGAR |
| 2024-10-30 | 0000832101-24-000055 | EDGAR |
| 2024-08-01 | 0000832101-24-000044 | EDGAR |
| 2024-04-24 | 0000832101-24-000016 | EDGAR |
| 2023-10-26 | 0000832101-23-000048 | EDGAR |
| 2023-07-27 | 0000832101-23-000034 | EDGAR |
| 2023-04-27 | 0000832101-23-000019 | 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 | 32.3 |
| P/B Ratio | 4.0 |
| P/S Ratio | 4.5 |
| EV/EBITDA | 18.2 |
| TTM Revenue | $3.5B |
| TTM Net Income | $0.5B |
| TTM EPS | $6.76 |
| ROE | 12.5% |
| Dividend Yield | 1.33% |
| Debt/Equity | 0.46 |