| Profitability | 77/100 |
| Growth | 40/100 |
| Momentum | 61/100 |
| Quality | 73/100 |
| Earnings Quality | 74/100 |
| Balance Sheet | 53/100 |
| Value | 41/100 |
| Risk (safety) | 100/100 |
| Overall | 58.5/100 |
| Symbol | IS Score |
|---|---|
| WTS | 73 |
| CR | 55 |
| GGG | 76 |
| GNRC | 46 |
| RRX | 53 |
| DCI | 67 |
| LII | 58 |
These two disagree — business quality 58, price structure 30 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 58.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 59 → 52 → 55 → 58 | the direction matters more than the level |
| Technical vote share back above 50% | now 27% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 671 → now 660 | 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 | 660 | 27.2M | $15.3B | 78.3% |
| 2026 Q1 | 630 | 26.4M | $12.1B | 76.0% |
| 2025 Q4 | 656 | 25.5M | $12.3B | 73.6% |
| 2025 Q3 | 671 | 26.1M | $13.6B | 75.3% |
| 2025 Q2 | 639 | 26.8M | $15.2B | 77.2% |
| 2025 Q1 | 642 | 26.9M | $15.0B | 77.5% |
| 2024 Q4 | 643 | 25.9M | $15.8B | 74.7% |
| 2024 Q3 | 616 | 24.2M | $14.4B | 69.8% |
| 2024 Q2 | 552 | 25.5M | $13.5B | 73.5% |
| 2024 Q1 | 549 | 24.4M | $11.9B | 70.3% |
| 2023 Q4 | 500 | 24.0M | $10.7B | 69.2% |
| 2023 Q3 | 446 | 24.3M | $9.1B | 69.9% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Norris John W Iii | director | 2026-08-06 | GIFT | 8,988 | — | 168,942 |
| Norris John W Iii | director | 2026-05-28 | GIFT | 990 | — | 177,930 |
| Somasundaram Sivasankaran | director | 2026-05-26 | D-Return | 343 | — | 767 |
| Buck Sherry | director | 2026-05-21 | A-Award | 343 | — | 2,306 |
| Quintos Karen H | director | 2026-05-21 | A-Award | 343 | — | 7,253 |
| Teske Todd J | director | 2026-05-21 | A-Award | 343 | — | 7,224 |
| Vander Ark Jon | director | 2026-05-21 | A-Award | 343 | — | 617 |
| Wall Shane D | director | 2026-05-21 | A-Award | 343 | — | 2,548 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 1,071 | $0.6M | Counted |
| F — Tax withholding | 6 | 12,333 | $5.9M | None — compensation |
| G — Gifts | 2 | 9,978 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-05-06 | Kosel Chris | 971 | $0.5M |
| 2026-02-25 | Wall Shane D | 100 | $0.1M |
| 2026-02-04 | Kosel Chris | 254 | $0.1M |
| 2026-02-04 | Teske Todd J | 700 | $0.4M |
| Trailing 12 mo | 5 filings | 2,625 | $1M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 6.68% | 2.3M sh |
| 2026-04-22 | SCHEDULE 13G | Shabet Rose Sharon | 5.20% | 1.8M sh |
| 2026-02-13 | SCHEDULE 13G | Capital International Investors | 8.40% | 2.9M sh |
| 2025-06-23 | SCHEDULE 13D/A | NORRIS JOHN W III | 9.80% | 3.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-08-10 | 2026-09-07 |
| Manager | Shares | Value |
|---|---|---|
| Gateway Investment Advisers Llc | 19,584 | $7M |
| Horrell Capital Management, Inc. | 19,288 | $7M |
| Y-Intercept | 11,359 | $4M |
| Fjarde Ap-Fonden /Fourth Swedish N | 11,126 | $4M |
| Mn Services Vermogensbeheer B.V. | 9,185 | $3M |
| Czech National Bank | 9,036 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $349M |
| VSMPX | 0.0% | $349M |
| VTI | 0.0% | $349M |
| VTSAX | 0.0% | $349M |
| VFIAX | 0.0% | $294M |
| VFFSX | 0.0% | $294M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ebxl Level Ats | 0.5M | 12 sh |
| Cgxs Onechronos | 0.5M | 29 sh |
| Sgmt Sigma X2 | 0.5M | 21 sh |
| Mlix Instinct X | 0.5M | 33 sh |
| Jpmx Jpm-X | 0.4M | 33 sh |
| Mspl Ms Pool (Ats-4) | 0.3M | 75 sh |
| Region | Revenue | Share |
|---|---|---|
| Residential Heating and Cooling | $3.3B | 64% |
| Commercial Heating and Cooling | $1.9B | 36% |
Moat score 54/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Alok Maskara | Chief Executive Officer, President & Director |
| Monica Brown | Executive Vice President, Chief Legal Officer & Corporate Secretary |
| Sarah Martin | Executive Vice President & President of Home Comfort Solutions |
| Michael Quenzer | Executive Vice President & Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +15.4% | +12.5% | +5.6% | +7.2% | -2.7% |
| Gross profit | +14.3% | +8.1% | +20.5% | +14.5% | -3.2% |
| Operating income | +23.4% | +11.2% | +20.4% | +31.0% | -1.9% |
| Net income | +30.2% | +7.1% | +18.7% | +36.7% | -2.6% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.2 | 4.7 | 5.0 | 5.3 | 5.2 | |
| Cost of revenue | 3.0 | 3.4 | 3.4 | 3.6 | 3.5 | |
| Gross profit | 1.2 | 1.3 | 1.5 | 1.8 | 1.7 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Operating income | 0.6 | 0.7 | 0.8 | 1.0 | 1.0 | |
| EBITDA | 0.7 | 0.7 | 0.9 | 1.1 | 1.1 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 0.6 | 0.6 | 0.7 | 1.0 | 1.0 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | |
| Net income | 0.5 | 0.5 | 0.6 | 0.8 | 0.8 | |
| Diluted EPS ($) | 12.37 | 13.89 | 16.53 | 22.54 | 22.22 | |
| Diluted shares (M) | 38 | 36 | 36 | 36 | 35 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.1 | 0.4 | 0.0 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.6 | 0.6 | 0.7 | 0.6 | |
| Total current assets | 1.5 | 1.4 | 1.9 | 1.9 | |
| PP&E (net) | 0.8 | 0.9 | 1.1 | 1.2 | |
| Goodwill + intangibles | 0.2 | 0.2 | 0.2 | 0.5 | |
| Total assets | 2.6 | 2.8 | 3.5 | 4.1 | |
| Accounts payable | 0.4 | 0.4 | 0.5 | 0.4 | |
| Short-term debt | 0.7 | 0.2 | 0.3 | 0.3 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.6 | 1.0 | 1.3 | 1.2 | |
| Long-term debt | 0.8 | 1.1 | 0.8 | 1.4 | |
| Total liabilities | 2.8 | 2.5 | 2.6 | 2.9 | |
| Shareholders' equity | -0.2 | 0.3 | 0.9 | 1.2 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.5 | 0.6 | 0.8 | 0.8 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.3) | 0.0 | 0.0 | (0.2) | |
| Operating cash flow | 0.3 | 0.7 | 0.9 | 0.8 | |
| Capital expenditures | (0.1) | (0.3) | (0.2) | (0.1) | |
| Investing cash flow | (0.1) | (0.3) | (0.2) | (0.7) | |
| Buybacks | (0.3) | (0.0) | (0.1) | (0.5) | |
| Dividends paid | (0.1) | (0.2) | (0.2) | (0.2) | |
| Debt issuance / (repay) | 0.3 | (0.2) | (0.2) | 0.2 | |
| Financing cash flow | (0.2) | (0.4) | (0.4) | (0.5) | |
| Free cash flow | 0.2 | 0.5 | 0.8 | 0.6 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -324.4% | -210.6% | 1435.8% | 142.1% | 78.1% | 65% | |
| ROA | 22.1% | 21.0% | 22.0% | 25.7% | 20.8% | 17.0% | |
| ROIC | 43.2% | 35.7% | 36.3% | 43.8% | 25.8% | 22.8% | |
| Gross margin | 28.3% | 27.2% | 31.1% | 33.2% | 33.0% | 33.1% | |
| Operating margin | 14.1% | 13.9% | 15.9% | 19.4% | 19.5% | 19.4% | |
| Net margin | 11.1% | 10.5% | 11.8% | 15.1% | 15.1% | 14.6% | |
| EBITDA margin | 15.7% | 15.5% | 17.7% | 21.2% | 21.5% | 21.6% | |
| FCF margin | 9.7% | 4.3% | 9.8% | 14.6% | 12.3% | — | |
| VALUATION | |||||||
| P/E | 24.57 | 16.65 | 26.74 | 26.85 | 21.68 | 16.1 | |
| P/B | -42.39 | -40.76 | 55.31 | 25.48 | 14.65 | 9.6 | |
| P/S | 2.72 | 1.75 | 3.17 | 4.06 | 3.28 | 2.33 | |
| P/FCF | 27.90 | 41.15 | 32.47 | 27.70 | 26.68 | 16.7 | |
| EV/EBITDA | 19.44 | 13.59 | 19.60 | 20.06 | 16.59 | 12.5 | |
| EV/Revenue | 3.05 | 2.11 | 3.46 | 4.26 | 3.67 | 2.7 | |
| Earnings yield | 4.1% | 6.0% | 3.7% | 3.7% | 4.6% | 6.24% | |
| FCF yield | 3.6% | 2.4% | 3.1% | 3.6% | 3.7% | 5.97% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.42 | 0.94 | 1.41 | 1.43 | 1.60 | 1.57 | |
| Quick ratio | 0.80 | 0.47 | 0.72 | 0.90 | 0.63 | 0.77 | |
| Debt / equity | -5.34 | -8.62 | 5.35 | 1.75 | 1.77 | 1.56 | |
| Debt / assets | 66.2% | 68.2% | 54.6% | 42.9% | 50.6% | 44.5% | |
| Net debt / EBITDA | 2.13 | 2.30 | 1.66 | 0.94 | 1.77 | 1.73 | |
| Interest coverage | 23.35 | 16.98 | 14.17 | 26.82 | 24.74 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 2.00 | 1.99 | 1.86 | 1.70 | 1.38 | 1.17 | |
| Receivables turnover | 8.77 | 8.45 | 8.28 | 8.51 | 8.38 | 5.8 | |
| DSO (days) | 42 | 43 | 44 | 43 | 44 | 63 | |
| DPO (days) | 45 | 44 | 43 | 44 | 49 | 54 | |
| Cash conversion cycle | 54 | 66 | 79 | 70 | 92 | 128 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 15.4% | 12.5% | 5.6% | 7.2% | -2.7% | — | |
| Net income growth | 30.3% | 7.1% | 18.7% | 36.7% | -2.6% | — | |
| EPS growth | 36.6% | 10.7% | 18.0% | 36.7% | -0.6% | — | |
| FCF growth | -23.5% | -50.8% | 141.6% | 60.9% | -18.3% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 12.61 | 13.96 | 16.48 | 22.54 | 22.40 | 22.32 | |
| Book value / share | -7.31 | -5.71 | 7.97 | 23.75 | 33.14 | 37.38 | |
| Revenue / share | 113.97 | 132.54 | 139.16 | 149.20 | 148.01 | 152.80 | |
| FCF / share | 11.11 | 5.65 | 13.58 | 21.85 | 18.20 | 21.29 | |
| Cash / share | 0.99 | 1.72 | 1.93 | 11.80 | 0.99 | 1.50 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 5.5% | 3.7% | 0.1% | 0.3% | 2.9% | 1.72% | |
| Altman Z-Score | 7.57 | 6.10 | 8.42 | 9.35 | 7.48 | 6.0 | |
| Piotroski F-Score | 6 | 4 | 8 | 8 | 4 | 7/9 | |
| Beneish M-Score | -2.40 | -1.92 | -2.69 | -2.60 | -2.19 | -2.26 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 6.0 | Safe (>2.99) | Safe |
| Income quality | 1.16 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.26 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.80 |
| Interest burden | 0.94 |
| Operating margin | 19.3% |
| Asset turnover | 1.29× |
| Financial leverage | 3.73× |
| = ROE | 70% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.92 |
| Earnings stability | 0.84 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | 3.4% |
| EPS CAGR 3y | 12.8% |
| FCF CAGR 3y | 38.2% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| WTS | $11.9B | 31.1 | 19% | 15.5% | +17.1% | 8/9 | +29.5% |
| CR | $11.9B | 35.5 | 17% | 13.2% | +13.8% | 3/9 | +13.6% |
| GGG | $13.3B | 25.4 | 21% | 24.5% | +4.6% | 8/9 | +1.9% |
| GNRC | $11.4B | 43.7 | 9% | 12.2% | +0.6% | 6/9 | +0.0% |
| RRX | $10.3B | 31.6 | 5% | 7.5% | +3.5% | 8/9 | — |
| DCI | $10.2B | 22.4 | 28% | 12.2% | +5.3% | 7/9 | — |
| GTLS | $10.0B | -233.2 | -1% | -1.9% | -1.5% | 4/9 | — |
| FLS | $9.0B | 24.5 | 17% | 8.5% | -0.3% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $5.59B | $5.64B / $5.51B | $23.38 | $24.01 / $22.86 | 12 |
| FY2027 | $5.92B | $6.10B / $5.76B | $25.63 | $26.95 / $24.28 | 12 |
| FY2028 | $6.18B | $6.79B / $5.86B | $27.86 | $32.02 / $25.87 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $403.00 | +12.7% | 3 |
| Last Quarter | $434.86 | +21.6% | 7 |
| Last Year | $538.07 | +50.4% | 29 |
| All Time | $443.52 | +24.0% | 75 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $360.76 | -3.03 | -0.84% | Below |
| SMA 50 | $380.10 | -22.37 | -5.89% | Below |
| SMA 200 | $479.48 | -121.75 | -25.39% | Below |
| EMA 9 | $356.83 | +0.90 | +0.25% | Above |
| EMA 21 | $362.19 | -4.46 | -1.23% | Below |
| EMA 50 | $388.08 | -30.35 | -7.82% | Below |
| EMA 200 | $462.67 | -104.94 | -22.68% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $355.29 / $362.87 / $367.23 | S1 / S2 | $350.93 / $343.35 |
| Bollinger (20,2) | $348.17 – $373.34 | Squeeze | ON |
| 52-wk range | $340.32 – $587.27 | Off 52-wk high | -39.1% |
| ATR (14) | $10.99 (3.1%) | Historical vol | 24.1% |
| Computed from live weekly prices | LII | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.43% | 1.83% |
| Best / worst week (1y) | +12.3% / -19.3% | — |
| Max drawdown (5y, monthly) | -45.6% | — |
| 1-week VaR (95%) | -8.4% | — |
| Beta (5y) | 1.18 | 1.00 |
| Reading | LII | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -29.6 | -26.7 | -24.1 | -20.5 |
| Trend | -46.3 | -31.6 | -26.2 | -21.3 |
| Momentum | -7.0 | -31.2 | -24.5 | -15.8 |
| Volume | -31.3 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Alok Maskara President and Chief Executive O | $8.4M | 69% equity+incentive |
| Daniel M. Sessa Executive Vice President, Ch | $3.6M | 35% equity+incentive |
| Sarah R. Martin Executive Vice President and | $2.4M | 61% equity+incentive |
| Michael P. Quenzer Executive Vice President, | $2.3M | 58% equity+incentive |
| Joseph F. Nassab Executive Vice President an | $2.2M | 58% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 57 |
| Social | 58 |
| Governance | 70 |
| Composite ESG | 62 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-18 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-07-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-28 | Officer/Director Change; Shareholder Vote | 5.02,5.07 |
| 2026-04-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-01-28 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-12-05 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2025-10-22 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-07-23 | 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 · 2020-10-19 to 2026-07-29 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 109 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-06 to 2026-08-06 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-06-23 to 2026-04-30 |
| 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.