CarMax stock is in turnaround mode with a new CEO ahead of its upcoming earnings report, while AI investors await earnings from Jabil. The post CarMax, In Turnaround Mode, Scores Breakout Before Earnings; AI Investors Eye Jabil Results appeared first on Investor's Business Daily…
Jabil Inc.(JBL)
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
$386.32
- 52-Week Range
- $175.08 – $386.64
- YTD
- +60.71%
- IV Rank (30D)
- 48.82
- Straddle Price
- $58.25
- P/C Vol Ratio
- 0.50
- Market Cap
- $39.8B
Fair Value
+20.9% 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 | 9.57% |
| Volatility Risk Premium | +20.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 25.8% |
| Rev. Growth (YoY, DCF input) | +5.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.3B |
| Return on Equity (TTM) | 60.2% |
| Book / Price | 3.3% |
| Gross Margin (TTM) | 9.0% |
| FCF Margin (TTM) | 3.9% |
| Debt / Equity | 2.50 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +17.0% (reverse-DCF on current price) |
| SMA 50 | $338.15 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $360.32 |
| Bollinger Width / SMA20 | 4.1% (drives anchor stability) |
| Net Debt | $1.5B |
| Market Cap | $41B |
Peers used for multiples: AAPL, ADBE, ADSK, AMAT, CSCO, MSFT, NOW, NVDA
Blended Fair Value
$465.32
Current Price
$384.82
Deviation
+20.9%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | +0.9% | +1.19 | +0.68 | 64.9% | — |
| 42d | -0.3% ⚠ | +0.97 | +0.57 | 57.7% | — |
| 63d | -0.3% ⚠ | +0.82 | +0.49 | 54.2% | — |
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 | $191.46 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $263.22 | 9% | median 33.4× · 8 peers |
| Peer EV/EBITDA | $630.79 | 9% | median 28.0× · 8 peers |
| Peer P/B | $150.14 | 2% | median 12.1× · 8 peers |
| Peer P/S | $2716.35 | 6% | median 8.6× · 8 peers |
| Market Anchor (SMA50) | $338.15 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $363.08 | 19% | 52 strikes · skew +0.24 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- PRINTED CIRCUIT BOARDS (3672)
- Exchange
- XNYS
- Market Cap
- $39.8B
Jabil Inc. is a U.S based company providing engineering, manufacturing, and supply chain solutions. It provides comprehensive electronics design, production, and product management services to companies in various industries and end markets. It operates through three segments: Regulated Industries, serving automotive, healthcare, and renewables; Intelligent Infrastructure, focused on AI, cloud, data centers, and communications, driving the majority of revenue; and Connected Living and Digital Commerce, specializing in digitalization and automation, such as robotics and warehouse automation. Th…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -1.86% | 23 |
| Feb | +1.60% | 23 |
| Mar | +0.67% | 23 |
| Apr | +1.91% | 23 |
| May | +3.73% | 23 |
| Jun | +2.03% | 23 |
| Jul | +2.60% | 22 |
| Aug | -0.15% | 22 |
| Sep | +2.10% | 23 |
| Oct | +0.38% | 23 |
| Nov | +0.47% | 23 |
| Dec | +3.78% | 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: $361.84
SMA 50: $340.41
SMA 200: $257.31
Current: $384.82
EMA 12: $367.23
EMA 26: $358.26
MACD: 8.9667 | Signal: -0.5580
BULLISH
ADX (14): 15.73
RANGE
+DI: 21.92
−DI: 20.03
Momentum Oscillators
RSI (14): 61.00
NEUTRAL
Stoch %K: 67.70
Stoch %D: 56.96
Williams %R: -4.03
Volume & Volatility
BB Upper: $390.50
BB Lower: $333.18
NEUTRAL
OBV: 94,478,871
Vol SMA 20: 1,153,091
Vol ROC: -50.30%
ATR: $16.89
True Range: $11.87
HV 20: 50.4%
HV 30: 55.8%
HV 60: 51.7%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:41.594000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary BULLISH (Confidence Level: 7/10)
Key drivers:
- Positive news sentiment from recent headlines
- Bullish momentum indicators (MACD, RSI)
- Strong technical support (SMA 20, EMA 12)
Primary risks:
- High volatility (beta >1.98)
- Negative earnings surprise
Investment thesis: JBL is a high-growth stock with strong momentum and positive news sentiment. While it carries higher risk due to its volatility, the recent trend suggests potential for continued upside.
Recent news sentiment impact: The positive news headlines have contributed to the bullish momentum, increasing confidence in JBL's future performance.
Technical Analysis
Trend Direction:
- Short-term: Bullish
- Medium-term: Bullish
- Long-term: Bullish
Support/Resistance Levels: Upper Bollinger Band: $390.50 Middle Band: $361.84 Lower Band: $333.18
Momentum Signals: RSI (14): 61.00 (neutral) MACD: 8.97 / Signal: -0.56 / Histogram: 9.52 (bullish)
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines from pharmaceutical and medical device industries
- Trends and strategies in the 2026 Medical Device CDMO Market
Sentiment Assessment: Positive sentiment with an aggregate score of 4/5
Catalyst Identification: Earnings reports, product launches, regulatory changes in the pharmaceutical and medical device industries
Risk & Volatility Assessment
Beta Interpretation: High risk (beta >1.98) relative to market
Volatility Regime: Current volatility is higher than historical levels
Options Market Signals:
- IV Rank: 40.1% (Medium)
- Current IV: 65.7%
- Expected Move: $58.75 (28 DTE), 7-DTE: $40.50
- Volume Flow: 24 calls vs 12 puts
- Open Interest: 20 calls vs 23 puts
- Put/Call Ratio: 0.50 (Bullish sentiment)
Market Context & Positioning
Sector Performance: Pharmaceutical industry trending upwards
Institutional Activity: Volume patterns suggesting institutional interest
Correlation Analysis: Stock moves relatively strongly with the market (R-squared interpretation)
Relative Valuation: Position within trading range, slightly above average valuation
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $390.50
- Middle Band: $361.84
- Lower Band: $333.18
Breakout/Breakdown Levels:
- Above SMA 20: $384.82
- Below EMA 12: $367.23
Time-Sensitive Catalysts:
- Earnings reports, product launches, regulatory changes in the pharmaceutical and medical device industries
Risk Management:
- Stop-loss levels: above $390.50 or below $333.18
- Position sizing considerations: scale into position with volatility high
Generated 2026-06-12 22:52 UTC
News
Electronics manufacturing company Jabil is one of the top stocks to watch in the current power trend. Shares are forming a new base with a 372.71 entry. The post AI Play Jabil Forms Fresh Base Amid Bounce Off 10-Week Line appeared first on Investor's Business Daily .
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-06-20 | After-Close | 2.93% | 1.50% | 0.51x | Within |
| 2024-09-26 | Pre-Market | 10.40% | 11.08% | 1.07x | Exceeded |
| 2024-12-18 | Pre-Market | 9.45% | 6.84% | 0.72x | Within |
| 2025-03-20 | Pre-Market | 8.35% | 5.50% | 0.66x | Within |
| 2025-06-17 | Pre-Market | 7.80% | 8.95% | 1.15x | Exceeded |
| 2025-09-25 | Pre-Market | 12.01% | 6.83% | 0.57x | Within |
| 2025-12-17 | Pre-Market | 8.16% | 0.66% | 0.08x | Within |
| 2026-03-18 | Pre-Market | 8.84% | 2.04% | 0.23x | Within |
Options Activity
- IV Rank (30D)
- 48.82
- IV Rank (7D)
- 100
- Avg IV
- 70.7%
- Straddle (30D)
- $58.25
- Straddle (7D)
- $40.55
- P/C Volume
- 0.50
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)
- 1.98
- Correlation (SPY)
- 57.5%
- R²
- 0.33
- Ann. Volatility
- 42.5%
- 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: 108,850,000 (as of 2026-02-28)
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.
28 filers$844.92M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $307.57M | 36.40% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $167.35M | 19.81% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $90.31M | 10.69% | 2026-03-31 |
| 4 | Walleye Trading LLC | $73.18M | 8.66% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $49.83M | 5.90% | 2026-03-31 |
| 6 | MILLENNIUM MANAGEMENT LLC Custodian | $33.52M | 3.97% | 2026-03-31 |
| 7 | IMC-Chicago, LLC Custodian | $30.76M | 3.64% | 2026-03-31 |
| 8 | Cubist Systematic Strategies, LLC | $19.07M | 2.26% | 2025-09-30 |
| 9 | WOLVERINE TRADING, LLC Custodian | $12.18M | 1.44% | 2025-09-30 |
| 10 | SIMPLEX TRADING, LLC Custodian | $12.01M | 1.42% | 2026-03-31 |
| 11 | Oribel Capital Management, LP | $11.05M | 1.31% | 2026-03-31 |
| 12 | Point72 Asset Management, L.P. | $10.68M | 1.26% | 2026-03-31 |
| 13 | PEAK6 LLC | $5.39M | 0.64% | 2026-03-31 |
| 14 | Freemont Management S.A. | $5.31M | 0.63% | 2026-03-31 |
| 15 | GROUP ONE TRADING LLC Custodian | $4.52M | 0.53% | 2026-03-31 |
| 16 | Brevan Howard Capital Management LP | $2.69M | 0.32% | 2026-03-31 |
| 17 | Walleye Capital LLC | $2.44M | 0.29% | 2026-03-31 |
| 18 | BOOTHBAY FUND MANAGEMENT, LLC | $2.05M | 0.24% | 2026-03-31 |
| 19 | Alphadyne Asset Management LP | $1.28M | 0.15% | 2026-03-31 |
| 20 | Squarepoint Ops LLC | $982.83K | 0.12% | 2026-03-31 |
| 21 | Parallax Volatility Advisers, L.P. | $743.76K | 0.09% | 2026-03-31 |
| 22 | TWO SIGMA INVESTMENTS, LP | $451.57K | 0.05% | 2026-03-31 |
| 23 | CenterStar Asset Management, LLC | $451.57K | 0.05% | 2026-03-31 |
| 24 | D. E. Shaw & Co., Inc. Custodian | $425.01K | 0.05% | 2026-03-31 |
| 25 | Banco BTG Pactual S.A. | $398.44K | 0.05% | 2026-03-31 |
24 filers$857.22M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $337.14M | 39.33% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $174.60M | 20.37% | 2026-03-31 |
| 3 | Tidal Investments LLC | $90.85M | 10.60% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $38.14M | 4.45% | 2026-03-31 |
| 5 | Oribel Capital Management, LP | $37.53M | 4.38% | 2026-03-31 |
| 6 | JANE STREET GROUP, LLC Custodian | $33.74M | 3.94% | 2026-03-31 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $31.18M | 3.64% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $19.82M | 2.31% | 2026-03-31 |
| 9 | Cubist Systematic Strategies, LLC | $19.22M | 2.24% | 2025-09-30 |
| 10 | WOLVERINE TRADING, LLC Custodian | $14.20M | 1.66% | 2025-09-30 |
| 11 | Point72 Asset Management, L.P. | $12.83M | 1.50% | 2026-03-31 |
| 12 | PEAK6 LLC | $11.48M | 1.34% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $11.00M | 1.28% | 2026-03-31 |
| 14 | Walleye Trading LLC | $9.30M | 1.08% | 2026-03-31 |
| 15 | BOOTHBAY FUND MANAGEMENT, LLC | $6.99M | 0.81% | 2026-03-31 |
| 16 | Parallax Volatility Advisers, L.P. | $4.22M | 0.49% | 2026-03-31 |
| 17 | Alphadyne Asset Management LP | $1.17M | 0.14% | 2026-03-31 |
| 18 | Squarepoint Ops LLC | $929.71K | 0.11% | 2026-03-31 |
| 19 | TWO SIGMA INVESTMENTS, LP | $876.58K | 0.10% | 2026-03-31 |
| 20 | Walleye Capital LLC | $690.64K | 0.08% | 2026-03-31 |
| 21 | Accretive Wealth Partners, LLC | $664.08K | 0.08% | 2026-03-31 |
| 22 | TUDOR INVESTMENT CORP ET AL | $425.01K | 0.05% | 2026-03-31 |
| 23 | GROUP ONE TRADING LLC Custodian | $212.50K | 0.02% | 2026-03-31 |
| 24 | Qube Research & Technologies Ltd | $26.56K | <0.01% | 2026-03-31 |
Insider Activity
Latest: 2026-05-04
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-04 | Gary K. Schick | SVP, CHRO | Sell (S) | −1,000 | $340.00 | -$340.0K | EDGAR |
| 2026-04-29 | JOHN C PLANT | Director | Award (A) | +600 | — | EDGAR | |
| 2026-04-29 | N. V. Tyagarajan | Director | Award (A) | +600 | — | EDGAR | |
| 2026-04-21 | Andrew Priestley | EVP, Chief Operations Officer | Sell (S) | −3,169 | $330.00 | -$1.05M | EDGAR |
| 2026-04-20 | STEVEN D BORGES | EVP, Global Business Units | Sell (S) | −5,126 | $317.51 | -$1.63M | EDGAR |
| 2026-04-20 | May Yee Yap | SVP, Chief Information Officer | Sell (S) | −1,634 | $306.74 | -$501.2K | EDGAR |
| 2026-04-14 | Rafael Renno | SVP, Global Business Units | Sell (S) | −1,000 | $305.00 | -$305.0K | EDGAR |
| 2026-04-13 | ANOUSHEH ANSARI | Director | Sell (S) | −2,000 | $300.00 | -$600.0K | EDGAR |
| 2026-04-13 | Adam E. Berry | SVP, IR and Corporate Affairs | Sell (S) | −1,585 | $301.23 | -$477.5K | EDGAR |
| 2026-04-13 | STEVEN A RAYMUND | Director | Gift (G) | −5,120 | — | EDGAR | |
| 2026-04-13 | STEVEN D BORGES | EVP, Global Business Units | Sell (S) | −7,000 | $295.00 | -$2.06M | EDGAR |
| 2026-04-13 | Andrew Priestley | EVP, Chief Operations Officer | Sell (S) | −4,000 | $301.00 | -$1.20M | EDGAR |
| 2026-04-09 | Michael Dastoor | CEO | Sell (S) | −9,467 | $286.64 | -$2.71M | EDGAR |
| 2026-04-09 | STEVEN D BORGES | EVP, Global Business Units | Sell (S) | −7,000 | $290.00 | -$2.03M | EDGAR |
| 2026-04-09 | Rafael Renno | SVP, Global Business Units | Sell (S) | −1,000 | $288.00 | -$288.0K | 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
55 insiders · @ $384.82
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 | WILLIAM D MOREAN | Director | 2,029,829 | $781.12M | -$87.78M | 131 | 2013-01-25 |
| 2 | MARK T MONDELLO | Executive Chairman | 1,111,459 | $427.71M | -$144.77M | 143 | 2026-01-20 |
| 3 | THOMAS A SANSONE | Director | 1,012,320 | $389.56M | -$53.91M | 74 | 2023-11-01 |
| 4 | FORBES I J ALEXANDER | Chief Financial Officer | 517,939 | $199.31M | -$11.87M | 60 | 2017-11-21 |
| 5 | JOSEPH A MCGEE | EVP,Strategic Plng&Development | 429,043 | $165.10M | -$2.06M | 19 | 2017-01-31 |
| 6 | WILLIAM E PETERS | President | 413,818 | $159.25M | -$8.25M | 40 | 2018-12-19 |
| 7 | JOHN P LOVATO | EVP, CEO, Materials Tech Group | 374,383 | $144.07M | -$4.31M | 16 | 2011-10-27 |
| 8 | Kenneth S Wilson | Chief Executive Officer | 351,859 | $135.40M | -$13.28M | 37 | 2024-04-17 |
| 9 | COURTNEY J RYAN | EVP, Corp Dev, Chief of Staff | 324,344 | $124.81M | -$5.14M | 34 | 2020-07-20 |
| 10 | WILLIAM D JR MUIR | Chief Operating Officer | 322,140 | $123.97M | -$14.50M | 70 | 2017-11-16 |
| 11 | Alessandro Parimbelli | EVP, CEO, E & I | 304,667 | $117.24M | -$7.76M | 25 | 2019-11-12 |
| 12 | HARTMUT LIEBEL | EVP, CEO, Aftermarket Svcs | 296,095 | $113.94M | -$3.66M | 20 | 2013-01-25 |
| 13 | Hwai Hai Chiang | EVP, CEO, Materials Tech Svcs | 293,887 | $113.09M | -$1.53M | 10 | 2013-07-22 |
| 14 | ROBERT L PAVER | CLO, Corp. Sec. & GC | 275,670 | $106.08M | -$7.08M | 40 | 2015-10-20 |
| 15 | TIMOTHY L MAIN | Director | 265,538 | $102.18M | -$35.47M | 55 | 2020-12-18 |
| 16 | Michael Dastoor | CEO | 262,096 | $100.86M | -$35.81M | 78 | 2026-04-09 |
| 17 | Michael J Loparco | EVP, CEO, EMS | 227,905 | $87.70M | -$11.34M | 73 | 2021-12-29 |
| 18 | Erich Hoch | EVP | 204,325 | $78.63M | -$658.6K | 13 | 2018-03-23 |
| 19 | BRUCE ALLAN JOHNSON | EVP, Chief Human Resources | 185,758 | $71.48M | -$3.09M | 26 | 2022-01-20 |
| 20 | Scott D. Slipy | EVP, Chief HR Officer | 154,642 | $59.51M | $0 | 3 | 2014-10-21 |
| 21 | FRANK A NEWMAN | Director | 135,165 | $52.01M | -$2.00M | 16 | 2017-10-23 |
| 22 | MEL S LAVITT | Director | 122,930 | $47.31M | -$529.9K | 17 | 2015-10-15 |
| 23 | LAWRENCE J MURPHY | Director | 104,992 | $40.40M | -$1.15M | 14 | 2015-10-15 |
| 24 | Frederic E. McCoy | EVP, Global Operations | 100,376 | $38.63M | -$11.13M | 25 | 2025-12-22 |
| 25 | Robert L Katz | EVP, CLO & Asst Corp Secretary | 95,322 | $36.68M | -$7.74M | 34 | 2023-02-02 |
| 26 | DAVID M STOUT | Director | 89,607 | $34.48M | -$4.05M | 17 | 2024-01-31 |
| 27 | MARTHA BROOKS | Director | 74,900 | $28.82M | -$1.89M | 23 | 2023-01-26 |
| 28 | STEVEN D BORGES | EVP, Global Business Units | 71,398 | $27.48M | -$34.09M | 65 | 2026-04-20 |
| 29 | Gerald Creadon | EVP, Operations | 65,434 | $25.18M | -$2.13M | 11 | 2024-04-10 |
| 30 | STEVEN A RAYMUND | Director | 65,276 | $25.12M | -$17.98M | 31 | 2026-04-13 |
| 31 | Gregory B Hebard | CFO | 64,461 | $24.81M | -$1.30M | 6 | 2025-10-28 |
| 32 | Matthew Crowley | EVP, Global Business Units | 58,217 | $22.40M | -$1.97M | 7 | 2025-10-28 |
| 33 | Andrew Priestley | EVP, Chief Operations Officer | 57,098 | $21.97M | -$6.76M | 13 | 2026-04-21 |
| 34 | Brenda L. Chamulak | SVP, CEO, Packaging | 54,396 | $20.93M | -$152.2K | 4 | 2019-11-12 |
| 35 | Sergio Cadavid | SVP, Treasurer | 49,933 | $19.22M | -$3.76M | 67 | 2021-03-12 |
| 36 | LAURENCE S GRAFSTEIN | Director | 49,225 | $18.94M | $0 | 2 | 2008-10-24 |
| 37 | Francis McKay | SVP, Chief Procurement Officer | 40,963 | $15.76M | -$4.82M | 20 | 2025-10-31 |
| 38 | Kristine Melachrino | EVP, General Counsel | 40,297 | $15.51M | -$2.43M | 10 | 2025-10-28 |
| 39 | Gary K. Schick | SVP, CHRO | 39,843 | $15.33M | -$1.13M | 13 | 2026-05-04 |
| 40 | Daryn G. Smith | SVP, Controller | 39,737 | $15.29M | -$5.66M | 25 | 2023-11-01 |
| 41 | SCOTT D BROWN | VP, Strategic Planning | 39,496 | $15.20M | -$70.2K | 1 | 2007-10-26 |
| 42 | Roberto Ferri | SVP, Global Sales & Marketing | 33,212 | $12.78M | -$1.15M | 10 | 2024-04-23 |
| 43 | ANOUSHEH ANSARI | Director | 31,800 | $12.24M | -$3.21M | 24 | 2026-04-13 |
| 44 | May Yee Yap | SVP, Chief Information Officer | 23,787 | $9.15M | -$7.49M | 14 | 2026-04-20 |
| 45 | Kathleen A Walters | Director | 21,500 | $8.27M | $0 | 10 | 2025-01-27 |
| 46 | LaShawne Meriwether | SVP, CHRO | 19,611 | $7.55M | $0 | 2 | 2022-10-24 |
| 47 | Rafael Renno | SVP, Global Business Units | 17,208 | $6.62M | -$593.0K | 3 | 2026-04-14 |
| 48 | Adam E. Berry | SVP, IR and Corporate Affairs | 16,335 | $6.29M | -$2.00M | 10 | 2026-04-13 |
| 49 | CHRISTOPHER S HOLLAND | Director | 11,150 | $4.29M | -$3.08M | 14 | 2026-04-07 |
| 50 | JOHN C PLANT | Director | 6,500 | $2.50M | -$8.63M | 11 | 2026-04-29 |
| 51 | N. V. Tyagarajan | Director | 2,964 | $1.14M | $0 | 4 | 2026-04-29 |
| 52 | James W Siminoff | Director | 2,600 | $1.00M | $0 | 2 | 2025-01-27 |
| 53 | Sujatha Chandrasekaran | Director | 1,600 | $615.7K | $0 | 2 | 2026-01-26 |
| 54 | Raejeanne Skillern | Director | 900 | $346.3K | $0 | 1 | 2026-01-26 |
| 55 | THOMAS T EDMAN | Director | 900 | $346.3K | $0 | 1 | 2026-01-26 |
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: 2026-04-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-22 | 0001193125-26-170734 | EDGAR |
| 2026-03-18 | 0001628280-26-019043 | EDGAR |
| 2026-01-28 | 0001193125-26-027194 | EDGAR |
| 2026-01-27 | 0001193125-26-024377 | EDGAR |
| 2026-01-23 | 0001193125-26-021086 | EDGAR |
| 2025-12-17 | 0001628280-25-057488 | EDGAR |
| 2025-10-21 | 0001193125-25-244288 | EDGAR |
| 2025-09-25 | 0001628280-25-042693 | EDGAR |
| 2025-06-24 | 0001193125-25-145722 | EDGAR |
| 2025-06-17 | 0001628280-25-031712 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-10-17 | 0001628280-25-045293 | EDGAR |
| 2024-10-28 | 0001628280-24-043960 | EDGAR |
| 2023-10-20 | 0001193125-23-259599 | EDGAR |
| 2022-10-25 | 0001193125-22-268383 | EDGAR |
| 2021-10-22 | 0001193125-21-305429 | EDGAR |
| 2020-10-22 | 0001193125-20-274411 | EDGAR |
| 2019-10-22 | 0001193125-19-271646 | EDGAR |
| 2018-10-19 | 0001193125-18-303041 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-08 | 0001628280-26-024148 | EDGAR |
| 2026-01-09 | 0001628280-26-001450 | EDGAR |
| 2025-06-30 | 0001628280-25-033410 | EDGAR |
| 2025-04-08 | 0001628280-25-017004 | EDGAR |
| 2025-01-10 | 0001628280-25-001058 | EDGAR |
| 2024-07-09 | 0001628280-24-031429 | EDGAR |
| 2024-04-05 | 0001628280-24-014951 | EDGAR |
| 2024-01-09 | 0001193125-24-004852 | EDGAR |
| 2023-06-30 | 0001193125-23-179422 | EDGAR |
| 2023-04-05 | 0001193125-23-091542 | 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 | 51.9 |
| P/B Ratio | 29.6 |
| P/S Ratio | 1.2 |
| EV/EBITDA | 17.7 |
| TTM Revenue | $32.7B |
| TTM Net Income | $0.8B |
| TTM EPS | $7.44 |
| ROE | 60.2% |
| Dividend Yield | 0.09% |
| Debt/Equity | 2.88 |