| Profitability | 15/100 |
| Growth | 33/100 |
| Momentum | 36/100 |
| Quality | 42/100 |
| Earnings Quality | 43/100 |
| Balance Sheet | 39/100 |
| Value | 58/100 |
| Risk (safety) | 30/100 |
| Overall | 18.9/100 |
| Symbol | IS Score |
|---|---|
| DD | 41 |
| CE | 30 |
| MEOH | 53 |
| RS | 57 |
| AMRZ | 66 |
| LYB | 32 |
| DOW | 19 |
These two disagree — business quality 19, price structure 74 out of 100, so the price reads better than the business 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 55 and holds two consecutive quarters | now 18.9 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 11 → 13 → 11 → 19 | the direction matters more than the level |
| Technical vote share back above 50% | now 73% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,616 → now 1,205 | 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 | 1,205 | 571.7M | $15.5B | 80.6% |
| 2026 Q1 | 1,314 | 513.7M | $21.6B | 72.4% |
| 2025 Q4 | 1,124 | 497.5M | $11.6B | 70.1% |
| 2025 Q3 | 1,108 | 470.6M | $10.8B | 66.3% |
| 2025 Q2 | 1,217 | 484.2M | $13.0B | 68.2% |
| 2025 Q1 | 1,346 | 473.4M | $17.4B | 66.7% |
| 2024 Q4 | 1,425 | 471.6M | $19.6B | 66.5% |
| 2024 Q3 | 1,497 | 484.3M | $26.2B | 68.3% |
| 2024 Q2 | 1,552 | 479.8M | $25.3B | 67.6% |
| 2024 Q1 | 1,616 | 469.2M | $27.0B | 66.1% |
| 2023 Q4 | 1,601 | 451.3M | $24.6B | 63.6% |
| 2023 Q3 | 1,509 | 452.1M | $23.3B | 63.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 716 | $0.05M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 3,649 | $0.21M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 4,700 | $0.29M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 5,114 | $0.30M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 9,982 | $0.55M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 15,060 | $0.58M | 0 |
| De Mattos Cunha Neto Nestor | President, Ind Interm & Infras | 2026-08-12 | — | 16,810 | $0.55M | 0 |
| Carter Karen S | director, Chief Executive Officer | 2026-07-01 | A-Award | 24,150 | — | 174,481 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-09-10 | Ten Bruggencate Marco | 16,184 | $0.5M |
| 2024-03-04 | Sampson John Maurice | 3,536 | $0.2M |
| 2024-02-22 | Fitterling James R | 93,714 | $5.2M |
| 2024-02-16 | Wilson Amy E | 2,720 | $0.2M |
| Trailing 12 mo | 1 filings | 16,184 | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-07 | SCHEDULE 13G | STATE STREET CORPORATION | 5.30% | 37.9M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.41% | 53.4M 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 | 2026-09-25 | 2026-10-09 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2025-11-18 | 2025-12-16 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2025-11-18 | 2025-12-15 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-05-03 | 2024-06-14 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-05-03 | 2024-06-13 |
| Thomas Hawley Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-05-03 | 2024-06-13 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 2.3M | $65M |
| Auto-Owners Insurance Co | 1.6M | $44M |
| Folger Nolan Fleming Douglas Capit | 961,134 | $26M |
| Wealth Enhancement Advisory Servic | 580,497 | $13M |
| Artemis Investment Management Llp | 573,603 | $16M |
| Addenda Capital Inc. | 269,800 | $7M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $632M |
| VTSAX | 0.0% | $632M |
| VSMPX | 0.0% | $632M |
| VTI | 0.0% | $632M |
| VOO | 0.0% | $523M |
| VFFSX | 0.0% | $523M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 10.6M | 85 sh |
| Ubsa Ubs Ats | 7.2M | 73 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 6.4M | 126 sh |
| Ebxl Level Ats | 5.9M | 46 sh |
| Pure Purestream | 4.5M | 54 sh |
| Sgmt Sigma X2 | 4.1M | 94 sh |
| Region | Revenue | Share |
|---|---|---|
| U.S.& Canada | $15.8B | 40% |
| Europe, Middle East, Africa and India [Domain] | $12.6B | 31% |
| Asia Pacific | $7.2B | 18% |
| Latin America | $4.4B | 11% |
Moat score 52/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| James R. Fitterling | Executive Chair |
| John Maurice Sampson | Senior Vice President of Operations, Manufacturing & Engineering |
| Karen S. Carter | CEO & Director |
| Jeffrey L. Tate | Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +42.6% | +3.5% | -21.6% | -3.7% | -7.0% |
| Gross profit | +115.9% | -24.4% | -36.7% | -10.4% | -46.2% |
| Operating income | +206.5% | -32.4% | -52.8% | -18.0% | -87.4% |
| Net income | +415.2% | -27.4% | -87.1% | +89.5% | -335.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 55.0 | 56.9 | 44.6 | 43.0 | 40.0 | |
| Cost of revenue | 44.6 | 49.0 | 39.7 | 38.5 | 37.6 | |
| Gross profit | 10.4 | 7.9 | 5.0 | 4.5 | 2.4 | |
| R&D expense | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | |
| SG&A expense | 1.6 | 1.7 | 1.6 | 1.6 | 1.4 | |
| Operating income | 7.9 | 5.3 | 2.5 | 2.1 | 0.3 | |
| EBITDA | 11.7 | 9.5 | 4.0 | 5.3 | 1.2 | |
| D&A | 2.8 | 2.8 | 2.6 | 2.9 | 2.8 | |
| Pretax income | 8.1 | 6.1 | 0.7 | 1.6 | -2.5 | |
| Income tax | 1.7 | 1.5 | -0.0 | 0.4 | -0.1 | |
| Net income | 6.3 | 4.6 | 0.6 | 1.1 | -2.6 | |
| Diluted EPS ($) | 8.38 | 6.28 | 0.82 | 1.57 | -3.69 | |
| Diluted shares (M) | 749 | 726 | 709 | 705 | 712 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 3.9 | 3.0 | 2.2 | 3.8 | |
| ST investments | 0.0 | 0.0 | 0.4 | 0.0 | |
| Receivables (net) | 7.8 | 6.6 | 6.9 | 6.6 | |
| Total current assets | 20.5 | 17.6 | 16.6 | 18.1 | |
| PP&E (net) | 21.7 | 22.4 | 23.3 | 23.6 | |
| Goodwill + intangibles | 11.1 | 10.7 | 10.3 | 9.5 | |
| Total assets | 60.6 | 58.0 | 57.3 | 58.5 | |
| Accounts payable | 4.9 | 4.5 | 4.8 | 4.2 | |
| Short-term debt | 0.7 | 0.2 | 0.6 | 0.3 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 11.3 | 10.0 | 10.3 | 9.2 | |
| Long-term debt | 13.9 | 14.0 | 14.8 | 16.7 | |
| Total liabilities | 39.4 | 38.9 | 39.5 | 41.0 | |
| Shareholders' equity | 21.2 | 19.1 | 17.9 | 17.5 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 4.6 | 0.7 | 1.2 | (2.6) | |
| D&A | 2.8 | 2.6 | 2.9 | 2.8 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.8) | 1.1 | (1.6) | (1.2) | |
| Operating cash flow | 7.5 | 5.2 | 2.9 | 1.0 | |
| Capital expenditures | (2.1) | (2.5) | (3.1) | (2.5) | |
| Investing cash flow | (3.0) | (2.9) | (2.4) | 0.8 | |
| Buybacks | (2.3) | (0.6) | (0.5) | 0.0 | |
| Dividends paid | (2.0) | (2.0) | (2.0) | (1.5) | |
| Debt issuance / (repay) | 0.9 | (0.6) | 1.3 | 1.2 | |
| Financing cash flow | (3.4) | (3.1) | (1.2) | (0.4) | |
| Free cash flow | 5.4 | 2.7 | (0.2) | (1.4) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 41.2% | 23.6% | 3.0% | 6.2% | -15.7% | -7% | |
| ROA | 10.1% | 7.4% | 1.0% | 1.9% | -4.5% | -2.0% | |
| ROIC | 19.8% | 12.4% | 7.5% | 4.8% | -1.8% | -0.1% | |
| Gross margin | 18.9% | 13.8% | 11.1% | 10.4% | 6.0% | 9.8% | |
| Operating margin | 14.3% | 9.4% | 5.6% | 4.8% | 0.7% | -0.1% | |
| Net margin | 11.5% | 8.1% | 1.3% | 2.6% | -6.6% | -2.9% | |
| EBITDA margin | 21.2% | 16.7% | 9.0% | 12.2% | 3.0% | 7.2% | |
| FCF margin | 8.5% | 9.5% | 6.1% | -0.4% | -6.5% | — | |
| VALUATION | |||||||
| P/E | 5.32 | 6.56 | 57.77 | 23.59 | -6.40 | -16.6 | |
| P/B | 1.85 | 1.45 | 1.83 | 1.52 | 1.05 | 0.9 | |
| P/S | 0.61 | 0.53 | 0.76 | 0.61 | 0.42 | 0.52 | |
| P/FCF | 7.16 | 5.55 | 12.51 | -174.36 | -6.43 | 49.6 | |
| EV/EBITDA | 4.00 | 4.51 | 11.85 | 7.88 | 26.70 | 13.0 | |
| EV/Revenue | 0.85 | 0.75 | 1.06 | 0.96 | 0.81 | 0.9 | |
| Earnings yield | 18.8% | 15.2% | 1.7% | 4.2% | -15.6% | -5.67% | |
| FCF yield | 14.0% | 18.0% | 8.0% | -0.6% | -15.5% | 2.02% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.58 | 1.81 | 1.77 | 1.61 | 1.97 | 11.07 | |
| Quick ratio | 1.02 | 1.19 | 1.16 | 0.98 | 1.25 | 7.24 | |
| Debt / equity | 0.89 | 0.81 | 0.88 | 1.02 | 1.22 | 0.85 | |
| Debt / assets | 25.6% | 27.6% | 28.4% | 30.8% | 33.5% | 33.9% | |
| Net debt / EBITDA | 1.13 | 1.35 | 3.36 | 2.87 | 12.94 | 5.68 | |
| Interest coverage | 12.82 | 10.35 | 1.89 | 3.11 | -1.80 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.88 | 0.92 | 0.75 | 0.75 | 0.69 | 0.67 | |
| Receivables turnover | 9.21 | 9.14 | 8.64 | 9.07 | 8.40 | 4.9 | |
| DSO (days) | 40 | 40 | 42 | 40 | 43 | 75 | |
| DPO (days) | 38 | 39 | 43 | 44 | 44 | — | |
| Cash conversion cycle | 55 | 54 | 59 | 56 | 64 | 146 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 42.6% | 3.5% | -21.6% | -3.7% | -7.0% | — | |
| Net income growth | 415.2% | -27.4% | -87.1% | 89.5% | -335.0% | — | |
| EPS growth | 416.4% | -24.3% | -87.0% | 89.1% | -330.7% | — | |
| FCF growth | -3.2% | 15.6% | -49.8% | -105.6% | -1628.5% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 8.49 | 6.43 | 0.84 | 1.58 | -3.65 | -1.70 | |
| Book value / share | 24.44 | 29.06 | 26.45 | 24.61 | 22.29 | 36.68 | |
| Revenue / share | 73.95 | 79.81 | 63.42 | 60.93 | 55.65 | 58.24 | |
| FCF / share | 6.30 | 7.60 | 3.86 | -0.21 | -3.63 | 0.61 | |
| Cash / share | 4.02 | 5.45 | 4.25 | 3.65 | 5.31 | 5.60 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 3.0% | 7.7% | 1.8% | 1.9% | 0.0% | — | |
| Altman Z-Score | 2.39 | 2.48 | 2.06 | 1.93 | 1.42 | 1.8 | |
| Piotroski F-Score | 8 | 6 | 5 | 4 | 3 | 4/9 | |
| Beneish M-Score | -2.33 | -2.39 | -3.06 | -2.53 | -2.64 | -3.25 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 4 / 9 | Middling | |
| Altman Z-Score | 1.8 | Distress (<1.81) | Distress |
| Income quality | N/M | Loss-making | OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal |
| Beneish M-Score | -3.25 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.21 |
| Interest burden | -5.19 |
| Operating margin | 0.5% |
| Asset turnover | 0.69× |
| Financial leverage | 2.89× |
| = ROE | -6% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.55 |
| Earnings stability | 0.78 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | -5.7% |
| EPS CAGR 3y | — |
| FCF CAGR 3y | -50.3% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| DD | $17.6B | 283.6 | 0% | 7.9% | -32.7% | 8/9 | +35.4% |
| CE | $5.2B | -4.4 | -25% | 4.5% | -2.3% | 5/9 | +18.9% |
| MEOH | $5.0B | 58.0 | 3% | 14.2% | +19.2% | 6/9 | +85.7% |
| RS | $21.0B | 23.8 | 12% | 7.0% | +15.4% | 6/9 | +55.0% |
| AMRZ | $20.7B | 24.5 | 10% | 13.7% | +278.4% | 6/9 | — |
| LYB | $20.7B | -57.2 | -3% | 6.1% | -11.3% | 3/9 | — |
| RGLD | $20.2B | 26.0 | 14% | 52.5% | +94.3% | 4/9 | — |
| IFF | $23.1B | 83.2 | 2% | 2.6% | -11.7% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $43.68B | $43.94B / $43.35B | $2.38 | $2.68 / $2.18 | 9 |
| FY2027 | $42.56B | $44.93B / $41.29B | $1.56 | $2.25 / $0.54 | 9 |
| FY2028 | $43.67B | $46.87B / $39.62B | $1.68 | $1.90 / $1.34 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $30.67 | +2.5% | 3 |
| Last Quarter | $32.50 | +8.6% | 6 |
| Last Year | $34.66 | +15.8% | 35 |
| All Time | $49.87 | +66.6% | 99 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $28.36 | +1.57 | +5.54% | Above |
| SMA 50 | $29.52 | +0.41 | +1.39% | Above |
| SMA 200 | $32.18 | -2.25 | -6.99% | Below |
| EMA 9 | $28.94 | +0.99 | +3.42% | Above |
| EMA 21 | $28.78 | +1.15 | +4.00% | Above |
| EMA 50 | $29.34 | +0.59 | +2.01% | Above |
| EMA 200 | $30.71 | -0.78 | -2.54% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $29.58 / $30.10 / $30.54 | S1 / S2 | $29.14 / $28.62 |
| Bollinger (20,2) | $27.10 – $29.62 | Squeeze | Off |
| 52-wk range | $20.62 – $42.74 | Off 52-wk high | -29.9% |
| ATR (14) | $0.81 (2.7%) | Historical vol | 22.9% |
| Computed from live weekly prices | DOW | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 6.65% | 1.83% |
| Best / worst week (1y) | +16.6% / -9.8% | — |
| Max drawdown (5y, monthly) | -60.5% | — |
| 1-week VaR (95%) | -9.0% | — |
| Beta (5y) | 0.42 | 1.00 |
| Reading | DOW | Chemicals n=460 | Basic Materials n=7,383 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -4.0 | -19.8 | -30.9 | -20.5 |
| Trend | +19.3 | -21.7 | -33.0 | -21.3 |
| Momentum | +55.1 | -18.0 | -31.5 | -15.8 |
| Volume | -53.8 | +0.0 | -34.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Jim Fitterling Chair and Chief Executive Off | $19.1M | 65% equity+incentive |
| Karen S. Carter Chief Operating Officer | $7.2M | 61% equity+incentive |
| Jeffrey L. Tate Chief Financial Officer | $6.1M | 63% equity+incentive |
| Amy E. Wilson General Counsel and Corporate | $4.9M | 54% equity+incentive |
| A. N. Sreeram Senior Vice President, Researc | $4.7M | 57% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 60 |
| Social | 56 |
| Governance | 68 |
| Composite ESG | 61 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-10 | Other Events; Exhibits | 8.01,9.01 |
| 2026-07-06 | Officer/Director Change | 5.02 |
| 2026-04-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-14 | Officer/Director Change; Shareholder Vote; Regulation FD; Other Events | 5.02,5.07,7.01,8.01,9.01 |
| 2026-01-29 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2026-01-05 | Departure/Election of Directors; Appointment of Officers | 5.02 |
| 2025-10-23 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
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 · 2020-10-22 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 | 48 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-04-09 to 2026-08-12 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-26 to 2026-08-07 |
| 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.