Oshkosh Corp.(OSK)
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.
- 52-Week Range
- $116.77 – $180.49
- YTD
- +17.43%
- IV Rank (30D)
- 0
- Straddle Price
- $15.35
- P/C Vol Ratio
- 0.19
- Market Cap
- $9.5B
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 ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- 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) | 4.63% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.70% (VRP-adj) |
| WACC | 9.77% |
| Volatility Risk Premium | +4.3pp (IV − HV30), ERP adj +7bps |
| Effective Tax Rate | 19.8% |
| Rev. Growth (YoY, DCF input) | +8.4% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 12.3% |
| Book / Price | 46.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 15.9% |
| FCF Margin (TTM) | 10.5% |
| Debt / Equity | 0.13 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | -7.8% (reverse-DCF on current price) |
| SMA 50 | $142.29 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $148.25 |
| Bollinger Width / SMA20 | 8.4% (drives anchor stability) |
| Net Debt | $0.2B |
| Market Cap | $10B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $313.12 | 24% | |
| DDM (Gordon) | $61.04 | 0% | |
| Peer P/E | $257.99 | 7% | median 27.2× · 4 peers |
| Peer EV/EBITDA | $137.10 | 7% | median 8.0× · 4 peers |
| Peer P/B | $139.44 | 7% | median 2.0× · 4 peers |
| Peer P/S | $108.19 | 7% | median 0.6× · 4 peers |
| Market Anchor (SMA50) | $142.29 | 48% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
- Industry (SIC)
- MOTOR VEHICLES & PASSENGER CAR BODIES (3711)
- Exchange
- XNYS
- Market Cap
- $9.5B
Oshkosh is a leading maker of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, including postal, firefighting, refuse/recycling collection, aviation, and construction. It is typically the market share leader or No. 2 player in North America, or even the global leader in the case of its JLG aerial work platform business. The transport segment is a leading provider of light trucks to the military and vehicles to the Postal Service. The vocational segment, featuring brands such as Pierce, AeroTech, and Volterra, offers purpose-built vehicles and equipment …
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.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +5.05% | 23 |
| Feb | -0.25% | 23 |
| Mar | +0.95% | 23 |
| Apr | +1.58% | 23 |
| May | -1.70% | 23 |
| Jun | +0.32% | 23 |
| Jul | +2.13% | 23 |
| Aug | -3.08% | 23 |
| Sep | -1.67% | 23 |
| Oct | +1.17% | 23 |
| Nov | +4.53% | 23 |
| Dec | +1.82% | 23 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
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.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-10-30 | Pre-Market | 8.33% | 0.87% | 0.10x | Within |
| 2025-01-30 | Pre-Market | 7.08% | 19.21% | 2.71x | Exceeded |
| 2025-04-30 | Pre-Market | 9.40% | 5.19% | 0.55x | Within |
| 2025-08-01 | Pre-Market | 7.51% | 3.17% | 0.42x | Within |
| 2025-10-29 | Pre-Market | 9.67% | 7.99% | 0.83x | Within |
| 2026-01-29 | Pre-Market | 8.46% | 1.31% | 0.15x | Within |
| 2026-05-08 | Pre-Market | 7.97% | 12.01% | 1.51x | Exceeded |
| 2026-07-28 | Pre-Market | 10.84% | 1.58% | 0.15x | Within |
- IV Rank (30D)
- 0
- IV Rank (7D)
- 40.27
- Avg IV
- 44.6%
- Straddle (30D)
- $15.35
- Straddle (7D)
- $9.00
- P/C Volume
- 0.19
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 1.52
- Correlation (SPY)
- 48.9%
- R²
- 0.24
- Ann. Volatility
- 40.1%
- SPY Volatility
- 12.9%
High volatility - stock moves more than market
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.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | PEAK6 LLC | $12.50M | 26.70% | 2026-03-31 |
| 2 | SCOPUS ASSET MANAGEMENT, L.P. | $10.30M | 22.02% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $5.71M | 12.20% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $5.62M | 12.01% | 2026-03-31 |
| 5 | SIMPLEX TRADING, LLC Custodian | $2.38M | 5.10% | 2026-03-31 |
| 6 | CITIGROUP INC Custodian | $2.21M | 4.72% | 2026-03-31 |
| 7 | JANE STREET GROUP, LLC Custodian | $1.80M | 3.84% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $1.71M | 3.65% | 2026-03-31 |
| 9 | Squarepoint Ops LLC | $1.09M | 2.33% | 2026-03-31 |
| 10 | Twin Tree Management, LP | $1.06M | 2.26% | 2026-03-31 |
| 11 | DAVENPORT & Co LLC | $644.62K | 1.38% | 2026-06-30 |
| 12 | WOLVERINE TRADING, LLC Custodian | $644.10K | 1.38% | 2025-09-30 |
| 13 | Walleye Capital LLC | $485.79K | 1.04% | 2026-03-31 |
| 14 | CSS LLC/IL | $441.63K | 0.94% | 2026-03-31 |
| 15 | Walleye Trading LLC | $117.77K | 0.25% | 2026-03-31 |
| 16 | GROUP ONE TRADING LLC Custodian | $88.33K | 0.19% | 2026-03-31 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $6.20M | 25.35% | 2026-03-31 |
| 2 | SCOPUS ASSET MANAGEMENT, L.P. | $5.15M | 21.08% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $3.06M | 12.53% | 2026-03-31 |
| 4 | Brevan Howard Capital Management LP | $2.84M | 11.63% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $2.37M | 9.70% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $1.62M | 6.62% | 2026-03-31 |
| 7 | Twin Tree Management, LP | $1.24M | 5.06% | 2026-03-31 |
| 8 | Squarepoint Ops LLC | $559.40K | 2.29% | 2026-03-31 |
| 9 | GROUP ONE TRADING LLC Custodian | $397.47K | 1.63% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $373.58K | 1.53% | 2025-09-30 |
| 11 | TUDOR INVESTMENT CORP ET AL | $279.70K | 1.14% | 2026-03-31 |
| 12 | Walleye Trading LLC | $191.37K | 0.78% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $161.93K | 0.66% | 2026-03-31 |
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-07-31 | Steven Craig Nordlund | Exec. VP & Pres., Transport | Grant (A) | +7,002 RSU | — | EDGAR | |
| 2026-07-16 | Steven Craig Nordlund | Exec. VP & Pres., Transport | Mixed | +2,393 | $145.75 | $348.8K | EDGAR |
| 2026-05-13 | Duncan Palmer | Director | Sell (S) | −505 | $133.86 | -$67.6K | EDGAR |
| 2026-05-06 | Sandra E. Rowland | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | David G Perkins | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | Duncan Palmer | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | Kimberley Metcalf-Kupres | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | Tyrone Michael Jordan | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | ANNETTE K CLAYTON | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | Bill Burns | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | Keith J. Allman | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-05-06 | DOUGLAS LEE DAVIS | Director | Award (A) | +1,110 | — | EDGAR | |
| 2026-03-02 | Anupam Khare | SVP/Chief Information Officer | Sell (S) | −3,999 | $169.07 | -$676.3K | EDGAR |
| 2026-02-27 | John S Verich | SVP Bus Devl and Treasurer | Gift (G) | −115 | — | EDGAR | |
| 2026-02-23 | Bryan K Brandt | SVP & Chief Marketing Officer | Mixed | +1,573 | $175.52 | $276.2K | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | ROBERT G BOHN | Chairman & CEO | 408,167 | $63.37M | -$34.58M | 9 | 2010-05-13 |
| 2 | CHARLES L SZEWS | Chief Executive Officer | 172,698 | $26.81M | -$9.96M | 23 | 2015-12-01 |
| 3 | J PETER JR MOSLING | Director | 171,326 | $26.60M | -$2.83M | 12 | 2013-01-31 |
| 4 | Wilson R Jones | Chief Executive Officer | 164,522 | $25.54M | -$43.10M | 86 | 2021-03-02 |
| 5 | John C Pfeifer | President & CEO | 155,908 | $24.21M | $0 | 58 | 2026-02-23 |
| 6 | David M. Sagehorn | Exec. VP and CFO | 140,859 | $21.87M | -$29.69M | 70 | 2020-03-03 |
| 7 | MATTHEW J ZOLNOWSKI | Exec VP & Chief Admin Offcr | 82,785 | $12.85M | $0 | 4 | 2009-09-16 |
| 8 | JOHN W RANDJELOVIC | Exec VP & CEO Fire & Emergency | 77,649 | $12.06M | $0 | 2 | 2007-09-20 |
| 9 | JOSEPH H KIMMITT | Executive Vice President | 59,778 | $9.28M | -$11.59M | 64 | 2018-12-06 |
| 10 | Frank R. Nerenhausen | EVP & Pres. Access Segment | 57,547 | $8.93M | -$14.09M | 111 | 2023-10-17 |
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | Palmer Duncan | Director | 505 | $67.6K | 2026-05-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-27 | Khare Anupam | Officer | 4,000 | $676.3K | 2026-02-27 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-20 | Verich John S | Officer | 1,050 | $185.8K | 2026-02-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-11-21 | Cortina Ignacio A | Officer | 8,000 | $995.2K | 2025-11-21 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-22 | Khare Anupam | Officer | 4,000 | $556.1K | 2025-08-22 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-18 | Brandt Bryan K | Officer | 1,732 | $243.1K | 2025-08-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-12 | Cortina Ignacio A | Officer | 12,725 | $1.76M | 2025-08-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-06 | Freeders James C | Officer | 12,125 | $1.66M | 2025-08-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-04-30 | SHIELY JOHN S | Former Director | 13,250 | $1.50M | 2024-04-30 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-02-09 | Khare Anupam | Officer | 4,234 | $471.3K | 2024-02-09 | Fidelity Brokerage Services LLC | — | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001193125-26-213376 | EDGAR |
| 2026-05-08 | 0001104659-26-057760 | EDGAR |
| 2026-03-16 | 0001104659-26-028611 | EDGAR |
| 2026-01-29 | 0001193125-26-028232 | EDGAR |
| 2025-10-29 | 0001193125-25-254706 | EDGAR |
| 2025-08-01 | 0000950170-25-101111 | EDGAR |
| 2025-05-09 | 0001104659-25-046725 | EDGAR |
| 2025-04-30 | 0000950170-25-060588 | EDGAR |
| 2025-03-31 | 0001104659-25-029941 | EDGAR |
| 2025-01-30 | 0000950170-25-010807 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001193125-26-214298 | EDGAR |
| 2025-10-29 | 0001193125-25-256137 | EDGAR |
| 2025-08-01 | 0000950170-25-101362 | EDGAR |
| 2025-04-30 | 0000950170-25-060988 | EDGAR |
| 2024-10-30 | 0000950170-24-118922 | EDGAR |
| 2024-07-31 | 0000950170-24-088482 | EDGAR |
| 2024-04-25 | 0000950170-24-048137 | EDGAR |
| 2023-10-26 | 0000950170-23-055497 | EDGAR |
| 2023-08-01 | 0000950170-23-036332 | EDGAR |
| 2023-04-27 | 0000950170-23-015169 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
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.
- 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.
- 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 | 17.8 |
| P/B Ratio | 2.1 |
| P/S Ratio | 0.9 |
| EV/EBITDA | 9.8 |
| TTM Revenue | $10.6B |
| TTM Net Income | $0.6B |
| TTM EPS | $8.74 |
| ROE | 12.3% |
| Dividend Yield | 1.43% |
| Debt/Equity | 0.24 |