XELLL Xcel Energy Inc. 6.25% Junior Subordinated Notes, Series due 2085
XNASStock 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.
- Industry (SIC)
- ELECTRIC & OTHER SERVICES COMBINED (4931) · industry map
- Exchange
- XNAS
- CIK
- 0000072903
- Headquarters
- Minneapolis, MN
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 | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | -0.60% | -0.60% |
| Feb | -- | 0.24% | 0.24% |
| Mar | -- | -0.96% | -0.96% |
| Apr | -- | -0.73% | -0.73% |
| May | -- | -1.52% | -1.52% |
| Jun | -- | -2.49% | -2.49% |
| Jul | -- | -1.77% | -1.77% |
| Aug | -- | -3.32% | -3.32% |
| Sep | -- | -7.60% | -7.60% |
| Oct | -0.16% | -1.40%* | -0.78% |
| Nov | 0.00% | -- | 0.00% |
| Dec | -0.08% | -- | -0.08% |
| Total | -0.24% | -18.61% | -9.42% |
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
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
XELLL Options Activity & IV Rank
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.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
XELLL 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 |
|---|
XELLL Insider Trading (Form 4)
Latest: 2026-09-30| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Peter W Carter | Director | Award (A) | +403 | — | EDGAR | |
| 2026-09-30 | Timothy A Welsh | Director | Award (A) | +580 | — | EDGAR | |
| 2026-09-30 | Megan D Burkhart | Director | Award (A) | +687 | — | EDGAR | |
| 2026-09-30 | Patricia L Kampling | Director | Award (A) | +773 | — | EDGAR | |
| 2026-09-30 | Lynn Casey | Director | Award (A) | +580 | — | EDGAR | |
| 2026-09-30 | Charles G Pardee | Director | Award (A) | +666 | — | EDGAR | |
| 2026-07-31 | Peter W Carter | Director | Award (A) | +1,818 | — | EDGAR | |
| 2026-05-22 | George J Kehl | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Megan D Burkhart | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Charles G Pardee | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Devin W Stockfish | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Maria Demaree Hutchinson | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Netha N. Johnson | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Lynn Casey | Director | Award (A) | +2,253 | — | EDGAR | |
| 2026-05-22 | Patricia L Kampling | Director | Award (A) | +2,253 | — | EDGAR |
XELLL Insider Holdings
18 insiders · @ $20.80| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert Frenzel | Chairman, President and CEO | 512,597 | $10.66M | $0 | 3 | 2026-03-04 |
| 2 | Brian J Van Abel | EVP, Chief Financial Officer | 110,713 | $2.30M | $0 | 2 | 2026-03-04 |
| 3 | Amanda J Rome | EVP, Group President, Utilitie | 55,819 | $1.16M | -$1.34M | 3 | 2026-03-23 |
| 4 | Lynn Casey | Director | 44,520 | $926.2K | $0 | 4 | 2026-09-30 |
| 5 | Michael G. Lamb | EVP, Chief Delivery Officer | 40,462 | $841.8K | $0 | 3 | 2026-03-04 |
| 6 | Charles G Pardee | Director | 34,643 | $720.7K | $0 | 4 | 2026-09-30 |
| 7 | Scott Sharp | EVP, Chief Generation Officer | 30,371 | $631.9K | $0 | 2 | 2026-03-04 |
| 8 | Patricia L Kampling | Director | 26,010 | $541.2K | $0 | 4 | 2026-09-30 |
| 9 | Patricia Correa | SVP, Chief Human Resources Off | 25,081 | $521.8K | $0 | 2 | 2026-03-04 |
| 10 | Megan D Burkhart | Director | 24,703 | $514.0K | $0 | 4 | 2026-09-30 |
XELLL Board & Officers
As of SEC filings through Sep 30, 2026Directors 13
- Richard T Obrien · since Aug 1, 2012
- James T Prokopanko · since Aug 18, 2015
- Lynn Casey · since Aug 21, 2018
- George J Kehl · since Mar 2, 2020
- Netha N. Johnson · since Mar 2, 2020
- Patricia L Kampling · since Aug 18, 2020
- Robert Frenzel · listed since Aug 2021
- Megan D Burkhart · since Jun 22, 2022
- Timothy A Welsh · since Aug 23, 2023
- Devin W Stockfish · since Jan 23, 2025
- Charles G Pardee · listed since Jul 2025
- Maria Demaree Hutchinson · since Dec 17, 2025
- Peter W Carter · since Jul 29, 2026
Officers 8
- Robert Frenzel · Chairman, President and CEO · listed since Jan 2022
- Amanda J Rome · EVP, Group President, Utilitie · listed since Feb 2024
- Brian J Van Abel · EVP, Chief Financial Officer · since Mar 31, 2020
- Patricia Correa · SVP, Chief Human Resources Off · since Feb 1, 2022
- Michael G. Lamb · EVP, Chief Delivery Officer · since May 1, 2025
- Scott Sharp · EVP, Chief Generation Officer · since May 1, 2025
- Ryan J. Long · EVP, Chief Legal and · since Jun 16, 2025
- Melissa Ostrom · SVP, Controller · listed since Jan 2025
Changes in the last 10 years (49)
| Jul 29, 2026 | Peter W Carter became a director |
| Dec 17, 2025 | Maria Demaree Hutchinson became a director |
| Jul 1, 2025 | Charles G Pardee first listed as a director in an SEC filing |
| Jun 16, 2025 | Ryan J. Long became EVP, Chief Legal and |
| May 1, 2025 | Scott Sharp became EVP, Chief Generation Officer |
| May 1, 2025 | Michael G. Lamb became EVP, Chief Delivery Officer |
| Jan 23, 2025 | Devin W Stockfish became a director |
| Jan 6, 2025 | Melissa Ostrom listed as SVP, Controller (previously Vice President, Controller) in SEC filings |
| Oct 1, 2024 | Charles G Pardee reported in an SEC filing no longer being a director |
| May 20, 2024 | Robert Berntsen became EVP, Chief Legal |
| Mar 1, 2024 | Melissa Ostrom became Vice President, Controller |
| Feb 22, 2024 | Amanda J Rome listed as EVP, Group President, Utilitie (previously EVP, Group President Utilities) in SEC filings |
| Oct 2, 2023 | Amanda J Rome listed as EVP, Group President Utilities (previously EVP, Chief Legal and Complianc) in SEC filings |
| Aug 23, 2023 | Timothy A Welsh became a director |
| Jun 22, 2022 | Megan D Burkhart became a director |
| May 3, 2022 | Frank P Prager listed as SVP, Strategy, Security & Ext. (previously SVP, Strategy, Planning & Ext.) in SEC filings |
| Mar 3, 2022 | Brett C Carter listed as EVP, Group President Utilitie (previously EVP, Chief Customer and Innova) in SEC filings |
| Mar 3, 2022 | Amanda J Rome listed as EVP, Chief Legal and Complianc (previously EVP, General Counsel) in SEC filings |
| Feb 1, 2022 | Patricia Correa became SVP, Chief Human Resources Off |
| Jan 5, 2022 | Robert Frenzel listed as Chairman, President and CEO (previously President and COO) in SEC filings |
| Dec 20, 2021 | The company announced the departure of Jeffrey S Savage as SVP & Controller in an SEC filing |
| Oct 25, 2021 | The company announced the departure of Benjamin G S Fowke III as Executive Chairman in an SEC filing |
| Sep 2, 2021 | Benjamin G S Fowke III listed as Executive Chairman (previously Chairman and CEO) in SEC filings |
| Aug 19, 2021 | Timothy John O'Connor listed as EVP, Chief Operations Officer (previously EVP, Chief Generating Officer) in SEC filings |
| Aug 19, 2021 | Robert Frenzel first listed as a director in an SEC filing |
| Jan 6, 2021 | Timothy John O'Connor listed as EVP, Chief Generating Officer (previously SVP and CNO) in SEC filings |
| Jan 6, 2021 | Darla Figoli listed as EVP, Chief Human Resources Off (previously SVP, Chief Human Resources Off) in SEC filings |
| Sep 29, 2020 | Christopher J. Policinski no longer listed as EVP, Chief Customer and Innova in SEC filings |
| Aug 18, 2020 | Patricia L Kampling became a director |
| Jun 30, 2020 | Christopher J. Policinski first listed as EVP, Chief Customer and Innova in an SEC filing |
| Jun 24, 2020 | Charles G Pardee became a director |
| Jun 4, 2020 | Benjamin G S Fowke III listed as Chairman and CEO (previously Chairman, President and CEO) in SEC filings |
| Jun 1, 2020 | Amanda J Rome became EVP, General Counsel |
| Apr 2, 2020 | Robert Frenzel listed as President and COO (previously EVP, CFO) in SEC filings |
| Mar 31, 2020 | Brian J Van Abel became EVP, Chief Financial Officer |
| Mar 2, 2020 | Netha N. Johnson became a director |
| Mar 2, 2020 | George J Kehl became a director |
| Mar 2, 2020 | Frank P Prager became SVP, Strategy, Planning & Ext. |
| Feb 21, 2019 | Alice K Jackson listed as President, PSCo (previously President, Public Service Comp) in SEC filings |
| Jan 3, 2019 | Timothy John O'Connor listed as SVP and CNO (previously Senior VP and CNO) in SEC filings |
| Jan 3, 2019 | David L Eves listed as EVP and Group President Utilit (previously President, PSCO) in SEC filings |
| Aug 21, 2018 | Lynn Casey became a director |
| May 7, 2018 | Darla Figoli became SVP, Chief Human Resources Off |
| May 7, 2018 | Brett C Carter became EVP, Chief Customer and Innova |
| May 7, 2018 | Alice K Jackson became President, Public Service Comp |
| Feb 22, 2018 | Marvin E. McDaniel Jr. listed as EVP & CAO (previously EVP, Grp Pres, Utilities & CAO) in SEC filings |
| Aug 22, 2017 | David K Owens became a director |
| Mar 3, 2017 | Daniel Yohannes first on file as a director |
| Feb 23, 2017 | Marvin E. McDaniel Jr. listed as EVP, Grp Pres, Utilities & CAO (previously EVP, Group Pres, & CAO) in SEC filings |
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Not reported recently (25)
- Christopher J. Policinski · Last reported as a director in an SEC filing dated Mar 31, 2025
- Timothy John O'Connor · Last reported as EVP, Chief Operations Officer in an SEC filing dated Feb 27, 2025
- Robert Berntsen · Last reported as EVP, Chief Legal in an SEC filing dated Jan 6, 2025
- Kim Williams · Last reported as a director in an SEC filing dated Dec 9, 2024
- Frank P Prager · Last reported as SVP, Strategy, Security & Ext. in an SEC filing dated Aug 20, 2024
- Daniel Yohannes · Last reported as a director in an SEC filing dated May 23, 2024
- Brett C Carter · Last reported as EVP, Group President Utilitie in an SEC filing dated May 3, 2023
- Timothy V Wolf · Last reported as a director in an SEC filing dated Mar 30, 2022
- David A Westerlund · Last reported as a director in an SEC filing dated Mar 30, 2022
- Darla Figoli · Last reported as EVP, Chief Human Resources Off in an SEC filing dated Jan 5, 2022
- Benjamin G S Fowke III · Last reported as a director in an SEC filing dated Dec 15, 2021
- David T Hudson · Last reported as President, SPS in an SEC filing dated May 18, 2021
- Christopher B Clark · Last reported as President, NSPM in an SEC filing dated May 4, 2021
- Mark E Stoering · Last reported as President, NSPW in an SEC filing dated Feb 18, 2021
- Alice K Jackson · Last reported as President, PSCo in an SEC filing dated Feb 18, 2021
- James J. Sheppard · Last reported as a director in an SEC filing dated Jun 3, 2020
- A Patricia Sampson · Last reported as a director in an SEC filing dated May 27, 2020
- David K Owens · Last reported as a director in an SEC filing dated May 27, 2020
- David L Eves · Last reported as EVP and Group President Utilit in an SEC filing dated Mar 9, 2020
- Kent T Larson · Last reported as EVP, Group Pres, Operations in an SEC filing dated Mar 9, 2020
- Scott M Wilensky · Last reported as EVP & General Counsel in an SEC filing dated Mar 5, 2020
- Judy M. Poferl · Last reported as SVP, Corp Secretary, Exec Svcs in an SEC filing dated Feb 27, 2020
- Richard K Davis · Last reported as a director in an SEC filing dated May 17, 2019
- Marvin E. McDaniel Jr. · Last reported as EVP & CAO in an SEC filing dated Mar 5, 2018
- Gail Boudreaux · Last reported as a director in an SEC filing dated Jan 2, 2018
XELLL Proposed Insider Sales (Form 144)
Latest: 2026-05-26What 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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
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 |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | PROKOPANKO JAMES T | Director | 1,000 | $81.0K | 2026-05-26 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-03-04 | RYAN JOHN LONG | Officer | 800 | $66.3K | 2026-03-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-02 | AMANDA JANE ROME | Officer | 15,969 | $1.34M | 2026-03-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-01 | O'Connor Timothy John | Officer | 13,338 | $943.0K | 2025-05-01 | Shareworks by Morgan Stanley | — | EDGAR |
| 2024-05-21 | O'Connor Timothy John | Officer | 17,563 | $984.8K | 2024-05-20 | EQ Shareowner Services (EQ Group… | — | EDGAR |
| 2023-05-01 | Carter Brett C | Officer | 30,000 | $2.10M | 2023-05-01 | EQ Shareowner Services | — | EDGAR |
| 2023-04-28 | O'Connor Timothy John | Officer | 15,625 | $1.10M | 2023-04-28 | EQ Shareowner Services | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | FPE First Trust Preferred Securities and Income ETF | First Trust | 1.18% | $69.0M | $5.8B | 2026-10-20 |
| 2 | PFFA Virtus InfraCap U.S. Preferred Stock ETF | Nport | 1.84% | $45.2M | — | 2026-07-31 |
| 3 | PSK State Street® SPDR® ICE Preferred Securities ETF | SPDR (State Street) | 1.13% | $7.0M | $620.0M | 2026-10-20 |
| 4 | FIXD First Trust Smith Opportunistic Fixed Income ETF | First Trust | 0.20% | $5.6M | $2.8B | 2026-10-20 |
| 5 | UCON First Trust Smith Unconstrained Bond ETF | First Trust | 0.16% | $4.9M | $3.1B | 2026-10-20 |
| 6 | JHPI John Hancock Preferred Income ETF | Nport | 0.84% | $1.7M | — | 2026-06-30 |
| 7 | CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | Nport | 0.06% | $163,842 | — | 2026-06-30 |
| 8 | SJCP SanJac Alpha Core Plus Bond ETF | Nport | 2.17% | $163,404 | — | 2026-05-31 |
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.