| Profitability | 55/100 |
| Growth | 28/100 |
| Momentum | 59/100 |
| Quality | 78/100 |
| Earnings Quality | 77/100 |
| Balance Sheet | 77/100 |
| Value | 49/100 |
| Risk (safety) | 100/100 |
| Overall | 57.6/100 |
| Symbol | IS Score |
|---|---|
| OTIS | 54 |
| SYM | 66 |
| XYL | 60 |
| IR | 65 |
| NDSN | 75 |
| ITT | 50 |
| DOV | 58 |
Both readings sit above the midpoint — business quality at 58 and price structure at 73 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 57.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 55 → 56 → 56 → 58 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,171 → now 1,171 | 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 | 1,171 | 123.8M | $27.4B | 91.8% |
| 2026 Q1 | 1,134 | 123.2M | $25.2B | 91.4% |
| 2025 Q4 | 1,117 | 122.0M | $23.4B | 90.5% |
| 2025 Q3 | 1,056 | 117.6M | $19.2B | 87.2% |
| 2025 Q2 | 1,063 | 119.2M | $21.6B | 88.5% |
| 2025 Q1 | 1,064 | 117.4M | $20.3B | 87.1% |
| 2024 Q4 | 1,053 | 116.6M | $21.5B | 86.5% |
| 2024 Q3 | 994 | 116.7M | $21.6B | 86.6% |
| 2024 Q2 | 958 | 117.2M | $20.2B | 87.0% |
| 2024 Q1 | 925 | 119.4M | $20.6B | 88.6% |
| 2023 Q4 | 890 | 118.4M | $18.0B | 87.9% |
| 2023 Q3 | 843 | 119.6M | $16.5B | 88.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Yehle Jeffrey | Senior VP & CHRO | 2026-08-01 | TAX W/H | 173 | $0.04M | 2,640 |
| Yehle Jeffrey | Senior VP & CHRO | 2026-03-13 | TAX W/H | 63 | $0.01M | 2,813 |
| Moran James M | VP & Treasurer | 2026-03-13 | TAX W/H | 27 | $0.01M | 10,537 |
| Moran James M | VP & Treasurer | 2026-03-13 | TAX W/H | 26 | $0.01M | 10,511 |
| Moran James M | VP & Treasurer | 2026-03-13 | TAX W/H | 20 | $0.00M | 10,491 |
| Tobin Richard J | director, Chairman, President & CEO | 2026-03-13 | TAX W/H | 1,734 | $0.35M | 216,245 |
| Tobin Richard J | director, Chairman, President & CEO | 2026-03-13 | TAX W/H | 1,835 | $0.37M | 214,410 |
| Tobin Richard J | director, Chairman, President & CEO | 2026-03-13 | TAX W/H | 1,555 | $0.32M | 212,855 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| F — Tax withholding | 20 | 6,618 | $1.4M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-02-20 | Richard Joseph Tobin | 76,997 | $17.9M |
| 2026-02-17 | Ivonne Cabrera | 4,000 | $0.9M |
| 2026-02-11 | Girish Juneja | 1,500 | $0.3M |
| 2025-12-04 | Ivonne Cabrera | 2,630 | $0.5M |
| Trailing 12 mo | 5 filings | 86,754 | $20M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-05-12 | SCHEDULE 13G/A | JPMORGAN CHASE & CO | 10.20% | 13.8M sh |
| 2026-05-04 | SCHEDULE 13G/A | JPMORGAN CHASE & CO. | 10.20% | 13.8M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.50% | 10.1M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Julie Johnson | House | SELL | $1,001 - $15,000 | 2025-12-18 | 2026-01-16 |
| Julie Johnson | House | SELL | $1,001 - $15,000 | 2025-12-18 | 2026-01-16 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 709,440 | $133M |
| Wedge Capital Management L L P/Nc | 60,850 | $11M |
| North Point Portfolio Managers Cor | 59,649 | $11M |
| Fjarde Ap-Fonden /Fourth Swedish N | 43,805 | $8M |
| Asr Vermogensbeheer N.V. | 43,153 | $8M |
| Mn Services Vermogensbeheer B.V. | 39,237 | $7M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $797M |
| VTSAX | 0.0% | $797M |
| VSMPX | 0.0% | $797M |
| VTI | 0.0% | $797M |
| VFINX | 0.0% | $662M |
| VFIAX | 0.0% | $662M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.4M | 49 sh |
| Ubsa Ubs Ats | 1.6M | 51 sh |
| Sgmt Sigma X2 | 1.1M | 38 sh |
| Ebxl Level Ats | 1.0M | 20 sh |
| Mlix Instinct X | 0.8M | 66 sh |
| Mspl Ms Pool (Ats-4) | 0.7M | 146 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $4.4B | 54% |
| Europe | $1.8B | 22% |
| Asia | $900M | 11% |
| Americas | $708M | 9% |
| Other Geographical Area | $316M | 4% |
Moat score 49/100 — Weak; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Richard Joseph Tobin | President, Chief Executive Officer & Chairman of the Board |
| Ivonne Cabrera | Senior Vice President, General Counsel & Secretary |
| Girish Juneja | Senior Vice President & Chief Digital Officer |
| Jeffrey Yehle | Chief Human Resources Officer & Senior Vice President |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +18.3% | -0.8% | -2.0% | +0.8% | +4.5% |
| Gross profit | +20.0% | -2.2% | -1.3% | +3.2% | +8.8% |
| Operating income | +37.4% | -0.1% | -4.7% | -1.1% | +13.8% |
| Net income | +64.4% | -5.2% | -0.8% | +155.2% | -59.4% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 7.9 | 7.8 | 7.7 | 7.7 | 8.1 | |
| Cost of revenue | 4.9 | 4.9 | 4.8 | 4.8 | 4.9 | |
| Gross profit | 3.0 | 2.9 | 2.9 | 3.0 | 3.2 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | |
| SG&A expense | 1.7 | 1.6 | 1.6 | 1.6 | 1.8 | |
| Operating income | 1.3 | 1.3 | 1.2 | 1.2 | 1.4 | |
| EBITDA | 1.8 | 1.6 | 1.6 | 2.2 | 1.9 | |
| D&A | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | |
| Pretax income | 1.4 | 1.2 | 1.1 | 1.8 | 1.4 | |
| Income tax | 0.3 | 0.2 | 0.2 | 0.4 | 0.3 | |
| Net income | 1.1 | 1.1 | 1.1 | 2.7 | 1.1 | |
| Diluted EPS ($) | 7.74 | 7.42 | 7.52 | 19.45 | 7.92 | |
| Diluted shares (M) | 145 | 144 | 141 | 139 | 138 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.4 | 0.4 | 1.8 | 1.7 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.5 | 1.4 | 1.4 | 1.4 | |
| Total current assets | 3.4 | 3.4 | 4.5 | 4.5 | |
| PP&E (net) | 1.0 | 1.0 | 1.0 | 1.1 | |
| Goodwill + intangibles | 6.0 | 6.4 | 6.5 | 7.2 | |
| Total assets | 10.9 | 11.3 | 12.5 | 13.4 | |
| Accounts payable | 1.1 | 1.0 | 0.8 | 0.9 | |
| Short-term debt | 0.7 | 0.5 | 0.4 | 0.8 | |
| Deferred revenue | 0.3 | 0.2 | 0.2 | 0.2 | |
| Total current liabilities | 2.8 | 2.4 | 2.2 | 2.5 | |
| Long-term debt | 2.9 | 3.0 | 2.5 | 2.8 | |
| Total liabilities | 6.6 | 6.2 | 5.6 | 6.0 | |
| Shareholders' equity | 4.3 | 5.1 | 7.0 | 7.4 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.1 | 1.1 | 2.7 | 1.1 | |
| D&A | 0.3 | 0.3 | 0.3 | 0.4 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.6) | 0.0 | (0.0) | (0.1) | |
| Operating cash flow | 0.8 | 1.3 | 0.7 | 1.3 | |
| Capital expenditures | (0.2) | (0.2) | (0.2) | (0.2) | |
| Investing cash flow | (0.5) | (0.7) | 2.0 | (0.9) | |
| Buybacks | (0.6) | (0.0) | (0.5) | 0.5 | |
| Dividends paid | (0.3) | (0.3) | (0.3) | 0.3 | |
| Debt issuance / (repay) | 0.6 | (0.3) | (0.5) | 0.2 | |
| Financing cash flow | (0.3) | (0.6) | (1.3) | (0.6) | |
| Free cash flow | 0.6 | 1.1 | 0.6 | 1.1 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 29.7% | 25.1% | 22.5% | 44.7% | 15.2% | 15% | |
| ROA | 11.5% | 10.0% | 9.5% | 22.6% | 8.4% | 8.3% | |
| ROIC | 14.5% | 14.6% | 13.2% | 11.6% | 11.5% | 9.6% | |
| Gross margin | 37.6% | 37.0% | 37.3% | 38.2% | 39.8% | 39.6% | |
| Operating margin | 16.2% | 16.3% | 15.9% | 15.6% | 17.0% | 16.9% | |
| Net margin | 14.2% | 13.6% | 13.8% | 34.8% | 13.5% | 13.5% | |
| EBITDA margin | 22.7% | 20.4% | 20.3% | 28.7% | 23.0% | 22.5% | |
| FCF margin | 11.9% | 6.9% | 13.9% | 7.5% | 13.8% | — | |
| VALUATION | |||||||
| P/E | 22.33 | 17.30 | 20.01 | 9.51 | 24.63 | 23.4 | |
| P/B | 5.99 | 4.30 | 4.14 | 3.69 | 3.64 | 3.4 | |
| P/S | 3.17 | 2.17 | 2.57 | 3.31 | 3.33 | 3.13 | |
| P/FCF | 26.58 | 31.52 | 18.49 | 44.17 | 24.17 | 22.5 | |
| EV/EBITDA | 15.59 | 12.82 | 14.60 | 12.11 | 15.59 | 14.7 | |
| EV/Revenue | 3.54 | 2.58 | 2.96 | 3.48 | 3.59 | 3.3 | |
| Earnings yield | 4.5% | 5.8% | 5.0% | 10.5% | 4.1% | 4.30% | |
| FCF yield | 3.8% | 3.2% | 5.4% | 2.3% | 4.1% | 4.45% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.36 | 1.23 | 1.40 | 2.04 | 1.79 | 1.98 | |
| Quick ratio | 0.83 | 0.74 | 0.90 | 1.52 | 1.28 | 1.41 | |
| Debt / equity | 0.79 | 0.91 | 0.72 | 0.45 | 0.51 | 0.42 | |
| Debt / assets | 31.7% | 35.7% | 32.4% | 25.2% | 28.2% | 23.8% | |
| Net debt / EBITDA | 1.62 | 2.05 | 1.96 | 0.59 | 1.13 | 0.79 | |
| Interest coverage | 14.18 | 12.06 | 10.40 | 14.39 | 13.52 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.81 | 0.80 | 0.74 | 0.65 | 0.62 | 0.61 | |
| Receivables turnover | 6.36 | 5.94 | 5.59 | 5.56 | 5.94 | 5.5 | |
| DSO (days) | 57 | 61 | 65 | 66 | 61 | 66 | |
| DPO (days) | 71 | 72 | 71 | 69 | 65 | 69 | |
| Cash conversion cycle | 61 | 75 | 85 | 87 | 87 | 99 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 18.3% | 7.6% | -3.1% | -6.0% | 4.5% | — | |
| Net income growth | 64.4% | -5.2% | -0.8% | 155.2% | -59.4% | — | |
| EPS growth | 64.3% | -2.3% | -0.4% | 159.4% | -59.4% | — | |
| FCF growth | 0.6% | -38.1% | 95.6% | -49.2% | 91.9% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 7.73 | 7.55 | 7.52 | 19.50 | 7.93 | 8.42 | |
| Book value / share | 28.80 | 30.36 | 36.32 | 50.28 | 53.65 | 57.17 | |
| Revenue / share | 54.36 | 60.27 | 58.64 | 56.01 | 58.63 | 62.49 | |
| FCF / share | 6.49 | 4.14 | 8.14 | 4.20 | 8.08 | 8.71 | |
| Cash / share | 2.65 | 2.70 | 2.83 | 13.34 | 12.15 | 13.03 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.1% | 3.2% | 0.1% | 2.0% | 2.0% | 1.96% | |
| Altman Z-Score | 5.03 | 4.26 | 4.62 | 5.61 | 5.32 | 5.3 | |
| Piotroski F-Score | 5 | 4 | 7 | 7 | 6 | 8/9 | |
| Beneish M-Score | -2.27 | -2.23 | -2.65 | -1.84 | -2.52 | -2.56 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 5.3 | Safe (>2.99) | Safe |
| Income quality | 1.23 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.56 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.80 |
| Interest burden | 0.94 |
| Operating margin | 17.8% |
| Asset turnover | 0.63× |
| Financial leverage | 1.77× |
| = ROE | 15% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.32 |
| Earnings stability | 0.29 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | -0.2% |
| EPS CAGR 3y | 4.9% |
| FCF CAGR 3y | 12.2% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| OTIS | $27.2B | 18.2 | -27% | 11.1% | +5.2% | 5/9 | -21.0% |
| SYM | $28.0B | 404.7 | 3% | 1.6% | +20.6% | 6/9 | -46.3% |
| XYL | $24.3B | 24.8 | 9% | 11.3% | +4.5% | 7/9 | -27.9% |
| IR | $30.2B | 31.7 | 9% | 12.5% | +7.8% | 7/9 | +2.6% |
| NDSN | $18.0B | 32.5 | 18% | 18.7% | +7.0% | 9/9 | — |
| ITT | $17.7B | 38.8 | 11% | 5.8% | +28.1% | 3/9 | — |
| IEX | $17.4B | 33.8 | 13% | 15.6% | +7.3% | 8/9 | — |
| CARR | $45.3B | 37.8 | 9% | 7.9% | -1.6% | 4/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $8.69B | $8.74B / $8.62B | $10.68 | $10.80 / $10.51 | 12 |
| FY2027 | $9.13B | $9.24B / $8.98B | $11.74 | $12.10 / $10.80 | 12 |
| FY2028 | $9.51B | $9.68B / $9.30B | $12.66 | $15.53 / $11.35 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $237.00 | +21.0% | 2 |
| Last Quarter | $242.20 | +23.7% | 5 |
| Last Year | $231.97 | +18.5% | 30 |
| All Time | $208.46 | +6.5% | 61 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $190.16 | +5.64 | +2.97% | Above |
| SMA 50 | $194.74 | +1.06 | +0.54% | Above |
| SMA 200 | $209.58 | -13.78 | -6.58% | Below |
| EMA 9 | $192.36 | +3.44 | +1.79% | Above |
| EMA 21 | $191.54 | +4.26 | +2.22% | Above |
| EMA 50 | $195.03 | +0.77 | +0.39% | Above |
| EMA 200 | $201.92 | -6.12 | -3.03% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $193.71 / $195.04 / $195.98 | S1 / S2 | $192.77 / $191.44 |
| Bollinger (20,2) | $185.07 – $195.26 | Squeeze | ON |
| 52-wk range | $162.88 – $236.99 | Off 52-wk high | -17.4% |
| ATR (14) | $3.54 (1.8%) | Historical vol | 15.3% |
| Computed from live weekly prices | DOV | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.47% | 1.83% |
| Best / worst week (1y) | +9.1% / -7.7% | — |
| Max drawdown (5y, monthly) | -44.2% | — |
| 1-week VaR (95%) | -6.4% | — |
| Beta (5y) | 1.15 | 1.00 |
| Reading | DOV | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +3.7 | -26.7 | -24.1 | -20.5 |
| Trend | -20.2 | -31.6 | -26.2 | -21.3 |
| Momentum | +40.3 | -31.2 | -24.5 | -15.8 |
| Volume | +36.7 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Richard J. Tobin President & Chief Executive | $18.8M | 43% equity+incentive |
| Ivonne M. Cabrera Senior Vice President & Ge | $4.2M | 34% equity+incentive |
| Chris B. Woenker Senior Vice President & Chi | $2.3M | 31% equity+incentive |
| Girish Juneja Senior Vice President & Chief | $2.2M | 27% equity+incentive |
| Jeffrey C. Yehle Senior Vice President & Chi | $1.9M | 25% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 76 |
| Social | 59 |
| Governance | 70 |
| Composite ESG | 68 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-23 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-05-12 | Shareholder Vote; Exhibits | 5.07,9.01 |
| 2026-04-23 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-04-08 | Material Agreement; Termination of Agreement; Financial Obligation; Ex | 1.01,1.02,2.03,9.01 |
| 2026-01-29 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
| 2025-11-12 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
| 2025-11-10 | Other Events | 8.01 |
| 2025-10-23 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
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 · 2020-10-20 to 2026-07-23 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 115 rows · 1997 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-03-13 to 2026-08-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-03-26 to 2026-05-12 |
| 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 | 12 rows · 2026-06-15 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.