| Profitability | 59/100 |
| Growth | 78/100 |
| Momentum | 100/100 |
| Quality | 68/100 |
| Earnings Quality | 51/100 |
| Balance Sheet | 70/100 |
| Value | 44/100 |
| Risk (safety) | 100/100 |
| Overall | 73.3/100 |
| Symbol | IS Score |
|---|---|
| AME | 70 |
| VRT | 79 |
| ETN | 61 |
| HUBB | 62 |
| NVT | 65 |
| AYI | 76 |
| BE | 73 |
These two disagree — business quality 73, price structure 16 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 73.3 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 60 → 39 → 62 → 73 | the direction matters more than the level |
| Technical vote share back above 50% | now 18% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,292 → now 1,292 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,292 | 233.0M | $69.3B | 81.1% |
| 2026 Q1 | 986 | 241.0M | $32.0B | 83.9% |
| 2025 Q4 | 799 | 233.1M | $19.7B | 81.1% |
| 2025 Q3 | 604 | 219.1M | $18.1B | 76.2% |
| 2025 Q2 | 388 | 209.6M | $5.0B | 73.0% |
| 2025 Q1 | 371 | 206.4M | $4.3B | 71.8% |
| 2024 Q4 | 371 | 189.9M | $4.7B | 66.1% |
| 2024 Q3 | 315 | 179.8M | $2.3B | 62.6% |
| 2024 Q2 | 313 | 190.1M | $2.3B | 66.2% |
| 2024 Q1 | 291 | 171.5M | $1.9B | 59.7% |
| 2023 Q4 | 299 | 173.7M | $2.6B | 60.5% |
| 2023 Q3 | 311 | 163.7M | $2.2B | 57.0% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Joshi Aman | Chief Commercial Officer | 2026-10-01 | SELL | 8,437 | $2.34M | 147,092 |
| Immelt Jeffrey R | director | 2026-09-30 | A-Award | 81 | $0.02M | 201,324 |
| Warner Cynthia J | director | 2026-09-30 | A-Award | 83 | $0.02M | 34,978 |
| Chitoori Satish | Chief Operations Officer | 2026-09-16 | SELL | 2,870 | $0.78M | 202,494 |
| Kurzymski Maciej | Chief Accounting Officer | 2026-09-16 | SELL | 2,295 | $0.62M | 77,391 |
| Soderberg Shawn Marie | See Remarks | 2026-09-16 | SELL | 2,870 | $0.78M | 126,500 |
| Joshi Aman | Chief Commercial Officer | 2026-09-16 | SELL | 3,601 | $0.97M | 155,529 |
| Sridhar Kr | director, Chairman & CEO | 2026-08-31 | GIFT | 300,000 | — | 2,281,820 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 40 | 489,808 | $109.1M | Counted |
| M — Exercises (paired A/D) | 2 | 100,000 | $0.6M | None — mechanics |
| G — Gifts | 2 | 303,500 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-01 | Aman Joshi | 8,437 | $2.3M |
| 2026-09-16 | Shawn Soderberg | 2,870 | $0.7M |
| 2026-09-16 | Aman Joshi | 3,601 | $0.9M |
| 2026-09-16 | Maciej Kurzymski | 2,295 | $0.6M |
| Trailing 12 mo | 64 filings | 5,050,646 | $528M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G/A | Columbia Management Investment Advisers, LLC | 6.00% | 17.2M sh |
| 2026-08-04 | SCHEDULE 13G | Jane Street Singapore Pte. Ltd | — | 0.0M sh |
| 2026-07-27 | SCHEDULE 13G/A | BlackRock, Inc. | 6.00% | 17.0M sh |
| 2026-05-15 | SCHEDULE 13G/A | Columbia Management Investment Advisers, LLC | 7.80% | 21.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Nancy Pelosi | House | BUY | $500,001 - $1,000,000 | 2026-07-28 | 2026-08-24 |
| Nancy Pelosi | House | BUY | $500,001 - $1,000,000 | 2026-07-28 | 2026-08-24 |
| Manager | Shares | Value |
|---|---|---|
| Elemental Capital Partners Llc | 1.0M | $288M |
| Assenagon Asset Management S.A. | 323,295 | $90M |
| Chicago Capital, Llc | 322,784 | $89M |
| Artemis Investment Management Llp | 264,908 | $73M |
| Tema Etfs Llc | 127,168 | $35M |
| Vontobel Holding Ltd. | 92,939 | $26M |
| Fund | Weight | Position |
|---|---|---|
| CCIZX | 9.5% | $2.8B |
| SLMCX | 9.5% | $2.8B |
| SCIRX | 9.5% | $2.8B |
| SCMIX | 9.5% | $2.8B |
| VITSX | 0.1% | $2.5B |
| VTSAX | 0.1% | $2.5B |
Moat score 60/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| K. R. Sridhar | Co-Founder, Chief Executive Officer & Chairman |
| Aman Joshi | Executive Vice President & Chief Commercial Officer |
| Shawn Marie Soderberg | Executive VP, Chief Legal Officer & Corporate Secretary |
| Satish Chitoori | Chief Operations Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +22.4% | +23.3% | +11.2% | +10.5% | +37.3% |
| Gross profit | +20.8% | -24.0% | +33.4% | +104.6% | +45.2% |
| Operating income | +37.4% | +122.9% | -20.0% | -111.0% | +217.8% |
| Net income | +4.4% | +83.3% | +0.2% | -90.3% | +202.6% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.0 | 1.2 | 1.3 | 1.5 | 2.0 | |
| Cost of revenue | 0.8 | 1.1 | 1.1 | 1.1 | 1.4 | |
| Gross profit | 0.2 | 0.1 | 0.2 | 0.4 | 0.6 | |
| R&D expense | 0.1 | 0.2 | 0.2 | 0.1 | 0.2 | |
| SG&A expense | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | |
| Operating income | -0.1 | -0.3 | -0.2 | 0.0 | 0.1 | |
| EBITDA | -0.1 | -0.2 | -0.1 | 0.1 | 0.0 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | -0.2 | -0.3 | -0.3 | -0.0 | -0.1 | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | -0.2 | -0.3 | -0.3 | -0.0 | -0.1 | |
| Diluted EPS ($) | -1.11 | -1.69 | -1.42 | -0.13 | -0.37 | |
| Diluted shares (M) | 173 | 186 | 213 | 227 | 240 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.3 | 0.7 | 0.8 | 2.5 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.3 | 0.4 | 0.5 | 0.6 | |
| Total current assets | 1.1 | 1.7 | 2.0 | 3.7 | |
| PP&E (net) | 0.7 | 0.6 | 0.5 | 0.5 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 1.9 | 2.4 | 2.7 | 4.4 | |
| Accounts payable | 0.2 | 0.1 | 0.1 | 0.2 | |
| Short-term debt | 0.0 | 0.0 | 0.1 | 0.0 | |
| Deferred revenue | 0.2 | 0.1 | 0.2 | 0.1 | |
| Total current liabilities | 0.5 | 0.5 | 0.6 | 0.6 | |
| Long-term debt | 0.4 | 0.8 | 1.0 | 2.6 | |
| Total liabilities | 1.6 | 1.9 | 2.1 | 3.6 | |
| Shareholders' equity | 0.4 | 0.5 | 0.6 | 0.8 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | (0.3) | (0.3) | (0.0) | (0.1) | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.0 | |
| Working capital change | (0.2) | (0.4) | (0.1) | (0.2) | |
| Operating cash flow | (0.2) | (0.4) | 0.1 | 0.1 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.1) | (0.1) | (0.1) | (0.1) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | 0.0 | 0.0 | (0.0) | (0.0) | |
| Debt issuance / (repay) | (0.2) | 0.4 | 0.2 | 1.5 | |
| Financing cash flow | 0.2 | 0.7 | 0.2 | 1.5 | |
| Free cash flow | (0.3) | (0.5) | 0.0 | 0.1 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -953.4% | -203.3% | -71.7% | -5.5% | -13.3% | 25% | |
| ROA | -10.3% | -16.4% | -13.9% | -1.2% | -2.5% | 4.4% | |
| ROIC | -13.5% | -20.4% | -12.8% | 4.0% | 6.7% | 7.5% | |
| Gross margin | 20.1% | 12.4% | 14.8% | 27.5% | 29.0% | 31.2% | |
| Operating margin | -12.0% | -21.8% | -15.7% | 1.6% | 3.6% | 11.2% | |
| Net margin | -16.9% | -25.1% | -22.7% | -2.0% | -4.4% | 7.9% | |
| EBITDA margin | -6.2% | -16.6% | -10.1% | 6.1% | 1.0% | 11.2% | |
| FCF margin | -11.4% | -25.7% | -34.2% | 2.2% | 3.0% | — | |
| VALUATION | |||||||
| P/E | -23.24 | -12.76 | -13.44 | -223.74 | -259.01 | 264.8 | |
| P/B | -86.22 | 11.29 | 8.09 | 11.63 | 29.80 | 39.4 | |
| P/S | 3.93 | 3.21 | 3.05 | 4.44 | 11.32 | 20.94 | |
| P/FCF | -34.59 | -12.47 | -8.90 | 197.29 | 378.37 | 103.8 | |
| EV/EBITDA | -72.57 | -25.00 | -43.86 | 81.34 | 1169.25 | 186.8 | |
| EV/Revenue | 4.68 | 3.77 | 3.64 | 4.93 | 11.58 | 21.0 | |
| Earnings yield | -4.3% | -7.8% | -7.4% | -0.4% | -0.4% | 0.39% | |
| FCF yield | -2.9% | -8.0% | -11.2% | 0.5% | 0.3% | 0.96% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.35 | 1.95 | 3.60 | 3.21 | 5.98 | 4.09 | |
| Quick ratio | 1.94 | 1.45 | 2.53 | 2.35 | 4.95 | 3.41 | |
| Debt / equity | -25.35 | 2.99 | 2.90 | 2.72 | 3.89 | 1.74 | |
| Debt / assets | 65.1% | 52.4% | 60.3% | 57.6% | 68.0% | 50.0% | |
| Net debt / EBITDA | -11.61 | -3.72 | -7.14 | 8.14 | 26.83 | 0.41 | |
| Interest coverage | -1.79 | -4.87 | -1.83 | 0.58 | -0.57 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.61 | 0.65 | 0.61 | 0.58 | 0.57 | 0.55 | |
| Receivables turnover | 8.69 | 5.76 | 3.92 | 3.42 | 3.92 | 3.5 | |
| DSO (days) | 42 | 63 | 93 | 107 | 93 | 105 | |
| DPO (days) | 31 | 41 | 47 | 40 | 39 | 53 | |
| Cash conversion cycle | 78 | 94 | 170 | 253 | 209 | 181 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 22.4% | 23.3% | 11.2% | 10.5% | 37.3% | — | |
| Net income growth | -4.4% | -83.3% | -0.2% | 90.3% | -202.6% | — | |
| EPS growth | 0.6% | -58.8% | 26.5% | 91.0% | -237.9% | — | |
| FCF growth | 19.1% | -179.2% | -47.9% | 107.3% | 82.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | -0.94 | -1.50 | -1.10 | -0.10 | -0.34 | 0.85 | |
| Book value / share | -0.25 | 1.69 | 1.83 | 1.91 | 2.92 | 5.71 | |
| Revenue / share | 5.58 | 5.96 | 4.86 | 5.01 | 7.68 | 10.84 | |
| FCF / share | -0.63 | -1.53 | -1.66 | 0.11 | 0.23 | 2.19 | |
| Cash / share | 2.27 | 1.73 | 2.42 | 2.73 | 9.31 | 9.46 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | -0.67 | -0.60 | -0.07 | 1.08 | 3.83 | 10.3 | |
| Piotroski F-Score | 4 | 3 | 3 | 6 | 5 | 5/9 | |
| Beneish M-Score | -2.40 | -1.57 | -2.28 | -2.54 | -2.22 | -0.79 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 10.3 | Safe (>2.99) | Safe |
| Income quality | N/M | Loss-making | OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal |
| Beneish M-Score | -0.79 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.96 |
| Interest burden | 0.86 |
| Operating margin | 9.5% |
| Asset turnover | 0.76× |
| Financial leverage | 3.70× |
| = ROE | 22% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.71 |
| Earnings stability | 0.47 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 32.7% |
| EPS CAGR 3y | — |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| AME | $56.9B | 36.1 | 15% | 19.9% | +12.7% | 8/9 | +35.3% |
| VRT | $79.5B | 45.7 | 44% | 15.2% | +26.2% | 6/9 | +16.2% |
| ETN | $152.0B | 39.7 | 20% | 9.6% | +15.5% | 5/9 | +5.3% |
| HUBB | $24.4B | 27.2 | 24% | 14.0% | +10.6% | 5/9 | +7.9% |
| NVT | $23.0B | 38.5 | 16% | 14.7% | +46.2% | 6/9 | — |
| AYI | $9.1B | 17.3 | 19% | 13.9% | +6.8% | 8/9 | — |
| URI | $64.1B | 24.8 | 29% | 17.1% | +6.9% | 8/9 | — |
| HON | $67.0B | 8.2 | 47% | 58.5% | -9.7% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.11B | $4.28B / $4.02B | $2.71 | $2.85 / $2.62 | 15 |
| FY2027 | $6.93B | $7.75B / $5.18B | $5.03 | $5.74 / $4.28 | 16 |
| FY2028 | $10.26B | $15.74B / $6.86B | $8.23 | $11.73 / $4.19 | 14 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $284.60 | +28.6% | 5 |
| Last Quarter | $264.07 | +19.3% | 15 |
| Last Year | $206.54 | -6.7% | 65 |
| All Time | $137.03 | -38.1% | 112 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $271.38 | -50.07 | -18.45% | Below |
| SMA 50 | $248.63 | -27.32 | -10.99% | Below |
| SMA 200 | $216.30 | +5.01 | +2.32% | Above |
| EMA 9 | $253.59 | -32.28 | -12.73% | Below |
| EMA 21 | $261.85 | -40.54 | -15.48% | Below |
| EMA 50 | $255.52 | -34.21 | -13.39% | Below |
| EMA 200 | $213.21 | +8.10 | +3.80% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $230.42 / $245.73 / $255.15 | S1 / S2 | $221.00 / $205.69 |
| Bollinger (20,2) | $232.82 – $309.93 | Squeeze | Off |
| 52-wk range | $75.70 – $351.28 | Off 52-wk high | -37.0% |
| ATR (14) | $19.82 (9.0%) | Historical vol | 84.8% |
| Computed from live weekly prices | BE | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 14.77% | 1.83% |
| Best / worst week (1y) | +43.1% / -25.0% | — |
| Max drawdown (5y, monthly) | -77.7% | — |
| 1-week VaR (95%) | -21.9% | — |
| Beta (5y) | 3.81 | 1.00 |
| Reading | BE | Electrical Equipment & Parts n=954 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -43.4 | -31.9 | -24.1 | -20.5 |
| Trend | -21.8 | -34.0 | -26.2 | -21.3 |
| Momentum | -63.4 | -40.9 | -24.5 | -15.8 |
| Volume | -44.2 | -31.6 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Aman Joshi Chief Commercial Officer | $5.9M | 85% equity+incentive |
| Shawn M. Soderberg Chief Legal Officer and C | $4.4M | 86% equity+incentive |
| Satish Chitoori Chief Operations Officer | $4.4M | 87% equity+incentive |
| KR Sridhar Founder, Chairman and Chief Execu | $3.5M | 71% equity+incentive |
| Maciej Kurzymski Chief Accounting Officer an | $1.7M | 55% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 72 |
| Social | 71 |
| Governance | 71 |
| Composite ESG | 71 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-07-09 | Regulation FD | 7.01 |
| 2026-06-22 | Officer/Director Change | 5.02 |
| 2026-06-17 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-05-27 | Bylaws Amendment; Shareholder Vote; Exhibits | 5.03,5.07,9.01 |
| 2026-04-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-04-27 | Other Events; Exhibits | 8.01,9.01 |
| 2026-04-13 | Material Agreement; Unregistered Equity Sales; Exhibits | 1.01,3.02,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-07-28 to 2026-04-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 33 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-14 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-05-15 to 2026-08-14 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 10 rows · 2026-06-29 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.