Zacks Investment ResearchT3·6d ago
NSYS Nortech Systems Inc
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
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.
NSYS
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Key stats
Related
About
- Industry (SIC)
- ELECTRONIC COMPONENTS, NEC (3679) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 713
- List Date
- 1993-06-24
- CIK
- 0000722313
- Next Earnings
- 2026-11-12
- Headquarters
- Maple Grove, MN
- Homepage
- https://www.nortechsys.com
Nortech Systems Inc is a United States-based electronic manufacturing services company. It offers value-added engineering, technical, and manufacturing services and support, including project management, design, testing, prototyping, manufacturing, supply chain management, and post-market services. The company's manufacturing and engineering services include complete medical devices, printed circuit board assemblies, wire and cable assemblies, and complex higher-level electro-mechanical assemblies. It operates in the Medical, Aerospace, Defense, and Industrial markets, with key revenue coming …
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 11.46% | -4.34% | 16.18% | 3.55% | -1.16% | 19.38% | 7.51% |
| Feb | -8.24% | 3.07% | -0.85% | 13.75% | 0.70% | -1.36% | 1.18% |
| Mar | -16.54% | 2.34% | -27.87% | 14.30% | -7.32% | 28.31% | -1.13% |
| Apr | -3.21% | 18.72% | -5.48% | 20.25% | 2.29% | 6.94% | 6.58% |
| May | 10.74% | -11.69% | -2.82% | -28.51% | 6.33% | 13.28% | -2.11% |
| Jun | 29.83% | 17.54% | 0.83% | 19.84% | -2.93% | -10.42% | 9.12% |
| Jul | 52.48% | -20.56% | -1.21% | 7.11% | -11.00% | -14.63% | 2.03% |
| Aug | 6.49% | 18.43% | 8.60% | -14.15% | 14.70% | -17.74% | 2.72% |
| Sep | -10.16% | -12.31% | -6.67% | -1.01% | -0.33% | -2.94% | -5.57% |
| Oct | -11.91% | -4.99% | -16.51% | -0.76% | 1.20% | -4.20%* | -6.20% |
| Nov | 6.75% | 52.93% | 8.75% | -3.02% | -26.76% | -- | 7.73% |
| Dec | -4.52% | -21.17% | 4.67% | -10.05% | 9.19% | -- | -4.38% |
| Total | 55.58% | 17.50% | -26.77% | 9.30% | -19.80% | 7.07% | 7.14% |
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: $10.82
SMA 50: $11.33
SMA 200: $12.18
Current: $10.50
EMA 12: $10.54
EMA 26: $10.91
MACD: -0.3672 | Signal: -0.0142
BEARISH
ADX (14): 14.83
RANGE
+DI: 25.31
−DI: 20.65
Momentum Oscillators
RSI (14): 42.20
NEUTRAL
Stoch %K: 35.79
Stoch %D: 31.54
Williams %R: -54.73
Volume & Volatility
BB Upper: $11.76
BB Lower: $9.88
NEUTRAL
OBV: 1,087,892
Vol SMA 20: 5,893
Vol ROC: 120.59%
ATR: $0.47
True Range: $0.52
HV 20: 39.9%
HV 30: 36.7%
HV 60: 56.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-04T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report: NSYS
Executive Summary
Overall assessment: NEUTRAL (Confidence level: 6/10)
Key drivers: Technical signals indicating a potential uptrend, moderate volatility, and neutral news sentiment.
Primary risks: Potential breakdown below key support levels, increased volatility if market conditions change.
Investment thesis: NSYS may be poised for a short-term rally as technical indicators align with recent positive momentum.
Recent news sentiment impact: Neutral headlines have not significantly influenced the stock's movement.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Uptrend, Medium-term (1-3 months): Consolidation, Long-term (3-12 months): Bearish
Support/Resistance Levels: Key price levels from moving averages and technical patterns: * Resistance: SMA 20 ($15.95), EMA 12 ($15.25) * Support: SMA 50 ($14.84), Lower Bollinger Band ($13.87)
Momentum Signals: * RSI interpretation: Neutral (48.20 < 70, >30) * MACD signal: Bullish (Histogram: 0.15) * Bollinger Bands position: Squeeze
Volume Analysis: Volume trends and institutional interest signals: * Volume SMA 20: Decreasing * On-Balance Volume (OBV): Increasing * Volume Rate of Change: Negative (-81.47%)
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headlines with no significant impact on the stock's movement.
Sentiment Assessment: Aggregate news sentiment is neutral, reflecting mixed market commentary and routine announcements.
Catalyst Identification: No imminent catalysts or earnings reports affecting the short-term price action.
Market Narrative: News sentiment aligns with the technical signals, indicating a potential uptrend.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk relative to the SPY (beta: 0.82).
Volatility Regime: Current volatility is moderate compared to historical levels.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels at SMA 50 ($14.84) and Lower Bollinger Band ($13.87) provide some protection against a potential breakdown.
Market Context & Positioning
Sector Performance: NSYS has underperformed its sector peers recently, indicating potential relative strength.
Institutional Activity: Volume trends suggest moderate institutional interest.
Correlation Analysis: The stock's movements are moderately correlated with the market (R-squared interpretation: 0.16).
Relative Valuation: Position within trading range, no significant value disparities compared to its sector peers.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($15.95), EMA 12 ($15.25), and Lower Bollinger Band ($13.87) are key levels to monitor.
Breakout/Breakdown Levels: Break above SMA 20 or below SMA 50 could trigger significant price movements.
Time-Sensitive Catalysts: No imminent catalysts, but upcoming earnings report may influence the stock's movement.
Risk Management: Stop-loss levels should be set at SMA 50 ($14.84) and Lower Bollinger Band ($13.87), with position sizing considerations based on market conditions.
This comprehensive analysis provides a neutral outlook for NSYS, highlighting potential short-term upward momentum supported by technical indicators. However, the stock's moderate risk profile and recent underperformance in its sector suggest caution is advised. Further monitoring of key levels and potential catalysts will be necessary to inform any investment decisions.
Generated
News
All NSYS news →
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NSYS Options Activity & IV Rank
Loading options activity...
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.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.6723
Alpha: 18.67%
Correlation: 0.1277
R-Squared: 1.6%
Stock Volatility: 67.5%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 241
Period: 252 trading days
Data Points: 241
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own NSYS
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $990K | #2316 of 3138 | +42.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
NSYS Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
NSYS Insider Trading (Form 4)
Latest: 2026-09-16Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | Amy S. Fredregill | Director | Award (A) | — | — | EDGAR | |
| 2026-09-16 | David B Kunin | Director | Award (A) | — | — | EDGAR | |
| 2026-09-16 | Jose Antonio Peris | Director | Award (A) | — | — | EDGAR | |
| 2026-09-16 | Stacy A Kruse | Director | Award (A) | — | — | EDGAR | |
| 2026-09-16 | Ryan McManus | Director | Award (A) | — | — | EDGAR | |
| 2025-05-22 | Jose Antonio Peris | Director | Award (A) | +6,876 | $8.73 | $60.0K | EDGAR |
| 2025-05-22 | Stacy A Kruse | Director | Award (A) | +6,876 | $8.73 | $60.0K | EDGAR |
| 2025-05-22 | Ryan McManus | Director | Award (A) | +6,876 | $8.73 | $60.0K | EDGAR |
| 2025-05-22 | Amy S. Fredregill | Director | Award (A) | +6,876 | $8.73 | $60.0K | EDGAR |
| 2025-05-22 | Debarati Sen | Director | Award (A) | +6,876 | $8.73 | $60.0K | EDGAR |
| 2025-05-22 | David B Kunin | Director | Award (A) | +9,284 | $8.73 | $81.0K | EDGAR |
| 2024-07-12 | Jose Antonio Peris | Director | Award (A) | +1,981 | $11.06 | $21.9K | EDGAR |
| 2024-07-12 | Debarati Sen | Director | Award (A) | +3,255 | $11.06 | $36.0K | EDGAR |
| 2024-07-12 | Amy S. Fredregill | Director | Award (A) | +1,981 | $11.06 | $21.9K | EDGAR |
| 2024-07-12 | David B Kunin | Director | Award (A) | +1,981 | $11.06 | $21.9K | 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.
NSYS Insider Holdings
6 insiders · @ $10.50
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | David B Kunin | Director | 1,425,228 | $14.96M | $420.2K | 33 | 2026-09-16 |
| 2 | Stacy A Kruse | Director | 14,857 | $156.0K | $0 | 6 | 2026-09-16 |
| 3 | Ryan McManus | Director | 14,857 | $156.0K | $0 | 6 | 2026-09-16 |
| 4 | Jose Antonio Peris | Director | 11,107 | $116.6K | $0 | 4 | 2026-09-16 |
| 5 | Amy S. Fredregill | Director | 11,107 | $116.6K | $0 | 4 | 2026-09-16 |
| 6 | Debarati Sen | Director | 10,131 | $106.4K | $0 | 2 | 2025-05-22 |
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.
NSYS Board & Officers
As of SEC filings through Sep 16, 2026Directors 6
- David B Kunin · since May 7, 2014
- Ryan McManus · since May 4, 2016
- Jay D Miller · since May 9, 2018
- Stacy A Kruse · since May 13, 2021
- Amy S. Fredregill · since Oct 27, 2023
- Jose Antonio Peris · since Oct 27, 2023
10% owners 1
- David B Kunin · listed since Aug 2018
Changes in the last 10 years (25)
| Oct 21, 2025 | The company announced the departure of Debarati Sen from the board in an SEC filing |
| Mar 19, 2025 | The company announced the departure of Dan Sachs from the board in an SEC filing |
| May 15, 2024 | Debarati Sen became a director |
| Dec 22, 2023 | The company announced the departure of Steven J Rosenstone from the board in an SEC filing |
| Dec 1, 2023 | Andrew D.C. LaFrence became Chief Financial Officer |
| Oct 27, 2023 | Jose Antonio Peris became a director |
| Oct 27, 2023 | Amy S. Fredregill became a director |
| Jun 2, 2023 | The company announced the departure of David J. Graff from the board in an SEC filing |
| May 24, 2023 | The company announced the departure of Christopher Dean Jones as CFO in an SEC filing |
| Mar 6, 2023 | The company announced the departure of Philip Irving Smith from the board in an SEC filing |
| May 11, 2022 | David J. Graff became a director |
| Mar 14, 2022 | Daniel Ramon Everingham became a 10% owner |
| May 13, 2021 | Stacy A Kruse became a director |
| Dec 10, 2020 | Philip Irving Smith became a director |
| Dec 10, 2020 | Dan Sachs became a director |
| Nov 2, 2020 | Christopher Dean Jones became CFO |
| Sep 9, 2019 | Heidi B Grange became Senior Vice President of HR |
| Mar 1, 2019 | Jay D Miller listed as President and CEO (previously Interim President) in SEC filings |
| Jan 3, 2019 | Jay D Miller first listed as Interim President in an SEC filing |
| Jan 1, 2019 | John Lindeen became Sr VP - Global Operations |
| Aug 27, 2018 | David B Kunin first listed as a 10% owner in an SEC filing |
| May 9, 2018 | Steven J Rosenstone became a director |
| May 9, 2018 | Jay D Miller became a director |
| Jan 8, 2018 | Constance Beck became Chief Financial Officer |
| May 15, 2017 | Matt Mahmood became Chief Operating Officer |
Not reported recently (10)
- John Lindeen · Last reported as Sr VP - Global Operations in an SEC filing dated Feb 13, 2024
- Andrew D.C. LaFrence · Last reported as Chief Financial Officer in an SEC filing dated Dec 5, 2023
- Daniel Ramon Everingham · Last reported as a 10% owner in an SEC filing dated Mar 24, 2022
- Heidi B Grange · Last reported as Senior Vice President of HR in an SEC filing dated Mar 19, 2020
- Kathleen P Iverson · Last reported as a director in an SEC filing dated May 10, 2018
- Michael Joseph Kennedy · Last reported as a director in an SEC filing dated May 10, 2018
- Constance Beck · Last reported as Chief Financial Officer in an SEC filing dated Jan 10, 2018
- Matt Mahmood · Last reported as Chief Operating Officer in an SEC filing dated May 18, 2017
- Richard G Wasielewski · Last reported as a director in an SEC filing dated May 17, 2017
- Kenneth D Larson · Last reported as a director in an SEC filing dated Mar 14, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
8 ETFs hold NSYS
8 shown · $373.77K total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $186,770 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $108,772 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.00% | $31,057 | $1.2B | 2026-10-23 |
| 4 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $19,771 | — | 2026-10-23 |
| 5 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $9,384 | $2.4B | 2026-10-23 |
| 6 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $8,256 | — | 2026-10-23 |
| 7 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $7,932 | — | 2026-10-23 |
| 8 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $1,829 | — | 2026-10-23 |
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.