| Profitability | 34/100 |
| Growth | 80/100 |
| Momentum | 97/100 |
| Quality | 55/100 |
| Earnings Quality | 70/100 |
| Balance Sheet | 41/100 |
| Value | 42/100 |
| Risk (safety) | 65/100 |
| Overall | 60.8/100 |
| Symbol | IS Score |
|---|---|
| TDY | 68 |
| FLEX | 53 |
| CLS | 66 |
| COHR | 43 |
| FTV | 45 |
| GRMN | 78 |
| JBL | 61 |
These two disagree — business quality 61, price structure 17 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 60.8 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 49 → 62 → 64 → 61 | 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 1,127 → now 1,127 | 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% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 1,127 | 102.7M | $38.9B | 98.0% | |
| 2026 Q1 | 979 | 99.2M | $25.9B | 94.6% | |
| 2025 Q4 | 930 | 101.4M | $22.9B | 96.8% | |
| 2025 Q3 | 909 | 101.9M | $21.9B | 97.2% | |
| 2025 Q2 | 884 | 103.7M | $22.4B | 98.9% | |
| 2025 Q1 | 785 | 103.6M | $14.0B | 98.9% | |
| 2024 Q4 | 782 | 103.9M | $14.8B | 99.1% | |
| 2024 Q3 | 704 | 105.2M | $12.5B | 100.4% | ex-outlier 87.2% |
| 2024 Q2 | 685 | 109.0M | $11.7B | 104.0% | ex-outlier 90.3% |
| 2024 Q1 | 686 | 115.4M | $15.2B | 110.1% | |
| 2023 Q4 | 684 | 119.2M | $14.9B | 113.7% | |
| 2023 Q3 | 628 | 126.3M | $16.0B | 120.5% |
Why 2024-09 reads 100.40%. Institutions cannot hold more of a company than exists. The reported 105.2M shares exceed the 104.8M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 13,869,111 shares against 14,393,187 the prior quarter, a 1x jump, which alone would be 13.2% of the company. Excluding that filing, ownership is 87.2%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
Why 2024-06 reads 104.02%. Institutions cannot hold more of a company than exists. The reported 109.0M shares exceed the 104.8M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 14,393,187 shares against 15,105,238 the prior quarter, a 1x jump, which alone would be 13.7% of the company. Excluding that filing, ownership is 90.3%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Renno Rafael | SVP, Global Business Units | 2026-07-18 | TAX W/H | 272 | $0.08M | 16,987 |
| Tyagarajan N. V. | director | 2026-07-17 | BUY | 500 | $0.15M | 3,464 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 2 | $0.00M | 39,892 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 66 | $0.02M | 39,826 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 76 | $0.02M | 39,750 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 76 | $0.02M | 39,674 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 89 | $0.03M | 39,585 |
| Schick Gary K. | SVP, CHRO | 2026-07-15 | SELL | 115 | $0.04M | 39,470 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 26 | 48,075 | $14.4M | Counted |
| P — Open-market purchases | 1 | 500 | $0.1M | Counted |
| F — Tax withholding | 1 | 272 | $0.1M | None — compensation |
| G — Gifts | 2 | 6,080 | — | None |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-07-06 | Matthew Crowley | 94 | $0.0M |
| 2026-04-30 | Gary Schick | 1,000 | $0.3M |
| 2026-04-21 | Frederic Mccoy | 7,597 | $2.5M |
| 2026-04-20 | Andrew Priestley | 3,169 | $1.0M |
| Trailing 12 mo | 49 filings | 479,954 | $118M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.09% | 5.4M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-11-12 | SCHEDULE 13G/A | Wellington Investment Advisors Holdings LLP | 4.10% | 4.4M sh |
| 2025-02-10 | SCHEDULE 13G | Wellington Investment Advisors Holdings LLP | 5.30% | 5.8M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2025-08-26 | 2025-09-12 |
| Josh Gottheimer | House | SELL | $1,001 - $15,000 | 2024-08-02 | 2024-09-11 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2024-03-20 | 2024-04-05 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 741,680 | $213M |
| Wedge Capital Management L L P/Nc | 228,613 | $66M |
| Eastover Investment Advisors Llc | 41,038 | $12M |
| Wealth Enhancement Advisory Servic | 34,668 | $8M |
| Fjarde Ap-Fonden /Fourth Swedish N | 32,973 | $9M |
| Mn Services Vermogensbeheer B.V. | 30,706 | $9M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $955M |
| VSMPX | 0.0% | $955M |
| VTSAX | 0.0% | $955M |
| VTI | 0.0% | $955M |
| VFINX | 0.0% | $789M |
| VFIAX | 0.0% | $789M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 1.2M | 30 sh |
| Ubsa Ubs Ats | 1.1M | 37 sh |
| Sgmt Sigma X2 | 0.7M | 28 sh |
| Ebxl Level Ats | 0.5M | 16 sh |
| Mlix Instinct X | 0.4M | 41 sh |
| Mspl Ms Pool (Ats-4) | 0.4M | 132 sh |
| Region | Revenue | Share |
|---|---|---|
| Other Countries | $8.8B | 30% |
| UNITED STATES | $7.4B | 25% |
| MEXICO | $5.7B | 19% |
| CHINA | $4.2B | 14% |
| MALAYSIA | $3.6B | 12% |
Moat score 38/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Michael Dastoor | Chief Executive Officer & Director |
| Steven D. Borges | Executive Vice President of Global Business Units |
| Andrew D. Priestley | Executive VP & Chief Operations Officer |
| Gregory Hebard | Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | +14.3% | +3.7% | -16.8% | +3.2% | +20.6% |
| Gross profit | +11.6% | +8.9% | -6.7% | -1.1% | +25.4% |
| Operating income | +32.0% | +10.3% | +31.0% | -41.3% | +44.2% |
| Net income | +43.1% | -17.9% | +69.7% | -52.7% | +58.6% |
| $B · FY ends | FY22 | FY23 | FY24 | FY25 | FY26 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 33.5 | 34.7 | 28.9 | 29.8 | 36.0 | |
| Cost of revenue | 30.8 | 31.8 | 26.2 | 27.2 | 32.6 | |
| Gross profit | 2.6 | 2.9 | 2.7 | 2.6 | 3.3 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 1.2 | 1.2 | 1.2 | 1.1 | 1.2 | |
| Operating income | 1.4 | 1.5 | 2.0 | 1.2 | 1.7 | |
| EBITDA | 2.3 | 2.4 | 2.6 | 1.8 | 2.1 | |
| D&A | 0.9 | 0.9 | 0.7 | 0.7 | 0.7 | |
| Pretax income | 1.2 | 1.3 | 1.8 | 0.9 | 1.4 | |
| Income tax | 0.2 | 0.4 | 0.4 | 0.2 | 0.4 | |
| Net income | 1.0 | 0.8 | 1.4 | 0.7 | 1.0 | |
| Diluted EPS ($) | 6.90 | 6.02 | 11.17 | 5.92 | 9.75 | |
| Diluted shares (M) | 144 | 136 | 124 | 111 | 107 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.8 | 2.2 | 1.9 | 1.7 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 4.7 | 4.6 | 5.1 | 7.8 | |
| Total current assets | 14.7 | 12.8 | 13.7 | 21.5 | |
| PP&E (net) | 3.5 | 3.4 | 3.3 | 3.6 | |
| Goodwill + intangibles | 0.8 | 0.8 | 1.1 | 1.8 | |
| Total assets | 19.4 | 17.4 | 18.5 | 27.4 | |
| Accounts payable | 5.7 | 6.2 | 7.9 | 14.4 | |
| Short-term debt | 0.0 | 0.0 | 0.5 | 0.5 | |
| Deferred revenue | 0.9 | 1.0 | 1.0 | 0.0 | |
| Total current liabilities | 12.7 | 11.8 | 13.7 | 21.7 | |
| Long-term debt | 2.9 | 2.9 | 2.4 | 2.9 | |
| Total liabilities | 16.6 | 15.6 | 17.0 | 25.8 | |
| Shareholders' equity | 2.9 | 1.7 | 1.5 | 1.6 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 1.4 | 0.7 | 1.0 | |
| D&A | 0.9 | 0.7 | 0.7 | 0.7 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.2) | 0.5 | 0.2 | 0.1 | |
| Operating cash flow | 1.7 | 1.7 | 1.6 | 2.0 | |
| Capital expenditures | (1.0) | (0.8) | (0.5) | (0.6) | |
| Investing cash flow | (0.7) | 1.4 | (0.7) | (1.3) | |
| Buybacks | (0.5) | (2.5) | (1.0) | (1.1) | |
| Dividends paid | (0.0) | (0.0) | (0.0) | (0.0) | |
| Debt issuance / (repay) | (0.2) | (0.1) | (0.1) | 0.2 | |
| Financing cash flow | (0.7) | (2.7) | (1.2) | (0.9) | |
| Free cash flow | 0.7 | 0.9 | 1.2 | 1.4 |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 43.4% | 30.8% | 60.3% | 40.4% | 66.7% | 74% | |
| ROA | 5.5% | 4.2% | 7.5% | 3.7% | 4.5% | 3.8% | |
| ROIC | 25.7% | 23.1% | 57.1% | 29.6% | 32.6% | 19.9% | |
| Gross margin | 7.9% | 8.3% | 9.3% | 8.9% | 9.2% | 9.2% | |
| Operating margin | 4.2% | 4.4% | 7.0% | 4.0% | 4.7% | 4.8% | |
| Net margin | 3.0% | 2.4% | 4.8% | 2.2% | 2.9% | 2.9% | |
| EBITDA margin | 6.9% | 6.9% | 9.1% | 6.1% | 5.8% | 6.3% | |
| FCF margin | 0.8% | 2.0% | 3.2% | 3.9% | 4.8% | — | |
| VALUATION | |||||||
| P/E | 8.42 | 18.66 | 9.17 | 34.03 | 31.05 | 28.2 | |
| P/B | 3.42 | 5.33 | 7.33 | 14.78 | 20.06 | 18.1 | |
| P/S | 0.25 | 0.44 | 0.44 | 0.75 | 0.90 | 0.81 | |
| P/FCF | 31.52 | 21.69 | 13.65 | 19.08 | 18.78 | 16.9 | |
| EV/EBITDA | 4.47 | 7.17 | 5.26 | 13.02 | 15.35 | 13.9 | |
| EV/Revenue | 0.31 | 0.48 | 0.48 | 0.80 | 0.96 | 0.9 | |
| Earnings yield | 11.9% | 5.4% | 10.9% | 2.9% | 3.2% | 3.57% | |
| FCF yield | 3.2% | 4.6% | 7.3% | 5.2% | 5.3% | 5.91% | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.02 | 1.16 | 1.09 | 1.00 | 0.99 | 0.99 | |
| Quick ratio | 0.57 | 0.75 | 0.72 | 0.66 | 0.65 | 0.65 | |
| Debt / equity | 1.39 | 1.13 | 1.88 | 2.22 | 2.49 | 2.49 | |
| Debt / assets | 17.3% | 16.7% | 18.8% | 18.2% | 14.7% | 14.7% | |
| Net debt / EBITDA | 0.84 | 0.62 | 0.40 | 0.78 | 1.01 | 1.01 | |
| Interest coverage | 9.15 | 6.28 | 11.12 | 4.73 | 5.32 | — | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 1.84 | 1.77 | 1.57 | 1.66 | 1.56 | 1.31 | |
| Receivables turnover | 9.38 | 9.08 | 8.05 | 7.87 | 6.81 | 4.6 | |
| DSO (days) | 39 | 40 | 45 | 46 | 54 | 79 | |
| DPO (days) | 88 | 78 | 83 | 95 | 125 | 162 | |
| Cash conversion cycle | 13 | 27 | 29 | 12 | -4 | 1 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 14.3% | 3.7% | -16.8% | 3.2% | 20.6% | — | |
| Net income growth | 43.0% | -17.9% | 69.7% | -52.7% | 58.6% | — | |
| EPS growth | 53.0% | -14.1% | 95.0% | -49.4% | 63.4% | — | |
| FCF growth | -2.9% | 164.7% | 32.4% | 25.8% | 47.0% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 7.10 | 6.10 | 11.89 | 6.02 | 9.83 | 9.94 | |
| Book value / share | 17.47 | 21.37 | 14.88 | 13.86 | 15.22 | 15.43 | |
| Revenue / share | 238.62 | 258.78 | 247.50 | 272.91 | 339.19 | 343.07 | |
| FCF / share | 1.90 | 5.25 | 7.99 | 10.73 | 16.25 | 16.44 | |
| Cash / share | 10.53 | 13.45 | 18.86 | 17.70 | 16.41 | 16.59 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 8.3% | 3.2% | 19.6% | 4.5% | 3.3% | 3.26% | |
| Altman Z-Score | 2.49 | 3.02 | 3.05 | 3.08 | 2.62 | 2.5 | |
| Piotroski F-Score | 8 | 8 | 6 | 5 | 6 | 5/9 | |
| Beneish M-Score | -2.39 | -2.92 | -2.59 | -2.50 | -2.07 | -2.07 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 2.5 | Grey zone | Grey |
| Income quality | 1.93 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.07 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.74 |
| Interest burden | 0.89 |
| Operating margin | 4.4% |
| Asset turnover | 1.56× |
| Financial leverage | 14.71× |
| = ROE | 67% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.18 |
| Earnings stability | 0.06 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 1.2% |
| EPS CAGR 3y | 17.2% |
| FCF CAGR 3y | 34.8% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| TDY | $28.7B | 29.8 | 9% | 15.1% | +7.9% | 9/9 | +10.1% |
| FLEX | $33.4B | 34.9 | 18% | 3.6% | +12.2% | 6/9 | +42.8% |
| CLS | $38.3B | 31.3 | 53% | 7.8% | +47.5% | 6/9 | +8.6% |
| COHR | $45.9B | 53.5 | 8% | 11.8% | +22.5% | 7/9 | +100.8% |
| FTV | $17.5B | 33.6 | 7% | 14.3% | -29.8% | 6/9 | — |
| GRMN | $54.9B | 29.2 | 22% | 26.8% | +13.5% | 7/9 | — |
| KEYS | $56.4B | 45.6 | 21% | 21.5% | +25.5% | 8/9 | — |
| MKSI | $14.5B | 32.8 | 16% | 14.0% | +16.3% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $35.05B | $35.08B / $35.02B | $12.77 | $12.85 / $12.71 | 6 |
| FY2027 | $44.75B | $44.93B / $44.63B | $17.68 | $17.88 / $17.56 | 5 |
| FY2028 | $51.69B | $53.98B / $49.93B | $22.05 | $23.55 / $20.60 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $378.00 | +35.8% | 1 |
| Last Quarter | $376.50 | +35.3% | 2 |
| Last Year | $379.40 | +36.4% | 20 |
| All Time | $279.11 | +0.3% | 36 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $304.09 | -25.84 | -8.50% | Below |
| SMA 50 | $313.34 | -35.09 | -11.20% | Below |
| SMA 200 | $305.21 | -26.96 | -8.83% | Below |
| EMA 9 | $296.87 | -18.62 | -6.27% | Below |
| EMA 21 | $302.11 | -23.86 | -7.90% | Below |
| EMA 50 | $310.17 | -31.92 | -10.29% | Below |
| EMA 200 | $298.94 | -20.69 | -6.92% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $283.70 / $290.81 / $294.49 | S1 / S2 | $280.02 / $272.91 |
| Bollinger (20,2) | $282.18 – $326.00 | Squeeze | Off |
| 52-wk range | $189.46 – $428.84 | Off 52-wk high | -35.1% |
| ATR (14) | $14.17 (5.1%) | Historical vol | 55.7% |
| Computed from live weekly prices | JBL | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 6.15% | 1.83% |
| Best / worst week (1y) | +17.9% / -15.6% | — |
| Max drawdown (5y, monthly) | -56.7% | — |
| 1-week VaR (95%) | -10.6% | — |
| Beta (5y) | 1.29 | 1.00 |
| Reading | JBL | Hardware, Equipment & Parts n=1,098 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -29.7 | -24.4 | -20.7 | -20.5 |
| Trend | -39.8 | -23.0 | -20.8 | -21.3 |
| Momentum | -57.1 | -37.8 | -28.5 | -15.8 |
| Volume | +36.1 | +1.5 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Michael Dastoor Chief Executive Officer | $16.1M | 92% equity+incentive |
| Mark T. Mondello Executive Chairman of the B | $8.3M | 85% equity+incentive |
| Steven D. Borges Executive Vice President, G | $6.5M | 88% equity+incentive |
| Greg Hebard Chief Financial Officer | $4.6M | 84% equity+incentive |
| Andrew Priestley Executive Vice President,Gl | $3.8M | 81% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 42 |
| Social | 36 |
| Governance | 57 |
| Composite ESG | 45 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-17 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-22 | Other Events | 8.01 |
| 2026-01-28 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2026-01-27 | Submission of Matters to a Vote of Security Holders | 5.07 |
| 2026-01-23 | Entry into Material Definitive Agreement; Other Events; Financial Stat | 1.01,8.01,9.01 |
| 2025-12-17 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-21 | Departure/Election of Directors; Appointment of Officers; Other Events | 5.02,8.01,9.01 |
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 · 2021 to 2026 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-12-17 to 2026-09-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-08-31 to 2028-08-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-06 to 2026-07-18 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-02-10 to 2026-04-29 |
| 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.