| Profitability | 36/100 |
| Growth | 16/100 |
| Momentum | 52/100 |
| Quality | 66/100 |
| Earnings Quality | 67/100 |
| Balance Sheet | 85/100 |
| Value | 59/100 |
| Risk (safety) | 90/100 |
| Overall | 48.7/100 |
| Symbol | IS Score |
|---|---|
| ROK | 72 |
| CMI | 58 |
| CARR | 42 |
| ITW | 60 |
| EMR | 63 |
| TT | 66 |
| PCAR | 49 |
Both readings sit below the midpoint — business quality at 49 and price structure at 48 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 55 and holds two consecutive quarters | now 48.7 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 46 → 42 → 48 → 49 | the direction matters more than the level |
| Technical vote share back above 50% | now 45% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,101 → now 1,101 | 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 | 1,101 | 392.7M | $46.4B | 74.5% |
| 2026 Q1 | 1,085 | 374.2M | $42.5B | 71.0% |
| 2025 Q4 | 1,055 | 385.0M | $41.5B | 73.1% |
| 2025 Q3 | 977 | 359.4M | $35.0B | 68.2% |
| 2025 Q2 | 973 | 364.0M | $34.3B | 69.1% |
| 2025 Q1 | 1,005 | 372.2M | $35.9B | 70.6% |
| 2024 Q4 | 1,015 | 363.0M | $37.5B | 68.9% |
| 2024 Q3 | 961 | 358.9M | $35.1B | 68.1% |
| 2024 Q2 | 1,023 | 355.2M | $36.4B | 67.4% |
| 2024 Q1 | 1,016 | 345.4M | $42.5B | 65.5% |
| 2023 Q4 | 945 | 340.8M | $33.1B | 64.7% |
| 2023 Q3 | 861 | 341.0M | $28.6B | 64.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Breber Pierre R | director | 2026-10-01 | J-Other | 455 | — | 4,503 |
| Pretti Luiz Antonio Dos Santos | director | 2026-10-01 | J-Other | 193 | — | 1,925 |
| Ramaswamy Sreeganesh | director | 2026-10-01 | J-Other | 318 | — | 11,218 |
| Pigott John | director | 2026-10-01 | J-Other | 318 | — | 4,001 |
| Rich John N | V.P. & CHIEF TECH. OFFICER | 2026-09-02 | J-Other | 4 | $0.00M | 1,327 |
| Pigott Mark C | director, Executive Chairman | 2026-09-02 | J-Other | 501 | $0.06M | 176,255 |
| Baney Kevin D | Executive Vice President | 2026-09-02 | J-Other | 17 | $0.00M | 6,073 |
| Gryniewicz Craig R | Vice President | 2026-09-02 | J-Other | 22 | $0.00M | 7,592 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 4 | 56,842 | $7.6M | Counted |
| M — Exercises (paired A/D) | 13 | 98,901 | $5.3M | None — mechanics |
| F — Tax withholding | 10 | 7,014 | $0.9M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-07-31 | Walters William Lance | 1,000 | $0.1M |
| 2026-07-31 | Poplawski Brice J | 1,970 | $0.3M |
| 2026-07-31 | Feight R Preston | 50,975 | $6.8M |
| 2026-07-31 | Bolgar Paulo Henrique | 2,897 | $0.4M |
| Trailing 12 mo | 14 filings | 226,742 | $29M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.50% | 39.5M sh |
| 2026-03-27 | 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 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-07-07 | 2026-08-12 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2015-07-20 | 2016-08-11 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2015-07-20 | 2016-08-10 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2015-05-07 | 2015-08-12 |
| Manager | Shares | Value |
|---|---|---|
| Wealth Enhancement Advisory Servic | 386,802 | $42M |
| Mn Services Vermogensbeheer B.V. | 153,321 | $17M |
| Czech National Bank | 151,237 | $17M |
| Assenagon Asset Management S.A. | 138,230 | $15M |
| Ifm Investors Pty Ltd | 119,127 | $13M |
| Mengis Capital Management, Inc. | 108,245 | $12M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.8B |
| VTSAX | 0.1% | $1.8B |
| VTI | 0.1% | $1.8B |
| VSMPX | 0.1% | $1.8B |
| VFIAX | 0.1% | $1.5B |
| VFFSX | 0.1% | $1.5B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 3.9M | 51 sh |
| Ubsa Ubs Ats | 2.9M | 56 sh |
| Pure Purestream | 2.0M | 25 sh |
| Ebxl Level Ats | 1.9M | 30 sh |
| Sgmt Sigma X2 | 1.7M | 45 sh |
| Mlix Instinct X | 1.6M | 82 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $15.4B | 54% |
| Europe | $6.9B | 24% |
| Other Countries | $6.1B | 21% |
Moat score 32/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| R. Preston Feight | Chief Executive Officer & Director |
| Laura J. Bloch | Senior Vice President |
| Kevin D. Baney | President |
| Brice J. Poplawski | Senior Vice President & Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +25.6% | +22.5% | +21.9% | -4.2% | -15.5% |
| Gross profit | +23.5% | +22.1% | +46.0% | -12.1% | -31.2% |
| Operating income | — | +59.4% | +61.6% | -17.7% | -39.5% |
| Net income | +43.4% | +61.4% | +52.8% | -9.5% | -42.9% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 23.5 | 28.8 | 35.1 | 33.7 | 28.4 | |
| Cost of revenue | 19.2 | 23.6 | 27.5 | 27.0 | 23.8 | |
| Gross profit | 4.3 | 5.2 | 7.6 | 6.7 | 4.6 | |
| R&D expense | 0.3 | 0.3 | 0.4 | 0.5 | 0.4 | |
| SG&A expense | 0.7 | 0.7 | 0.8 | 0.7 | 0.7 | |
| Operating income | 2.3 | 3.7 | 5.9 | 4.9 | 3.0 | |
| EBITDA | 3.3 | 4.5 | 6.9 | 5.8 | 4.2 | |
| D&A | 1.0 | 0.8 | 0.9 | 0.9 | 0.8 | |
| Pretax income | 2.4 | 3.8 | 5.7 | 5.4 | 3.0 | |
| Income tax | 0.5 | 0.8 | 1.1 | 1.2 | 0.6 | |
| Net income | 1.9 | 3.0 | 4.6 | 4.2 | 2.4 | |
| Diluted EPS ($) | 3.57 | 5.75 | 8.76 | 7.90 | 4.51 | |
| Diluted shares (M) | 523 | 523 | 525 | 527 | 527 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 4.7 | 7.2 | 7.1 | 9.3 | |
| ST investments | 1.6 | 1.8 | 2.8 | 0.0 | |
| Receivables (net) | 15.7 | 19.8 | 21.2 | 2.0 | |
| Total current assets | 24.9 | 32.0 | 34.2 | 13.4 | |
| PP&E (net) | 6.3 | 6.1 | 5.9 | 4.5 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 33.3 | 40.8 | 43.4 | 44.3 | |
| Accounts payable | 2.5 | 2.7 | 2.7 | 7.9 | |
| Short-term debt | 3.3 | 5.1 | 5.5 | 0.0 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 9.6 | 12.8 | 13.0 | 7.9 | |
| Long-term debt | 8.2 | 9.2 | 10.4 | 0.0 | |
| Total liabilities | 20.1 | 24.9 | 25.9 | 25.1 | |
| Shareholders' equity | 13.2 | 15.9 | 17.5 | 19.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 3.0 | 4.6 | 4.2 | 2.4 | |
| D&A | 0.8 | 0.9 | 0.9 | 0.8 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.5) | (1.1) | (0.4) | 0.7 | |
| Operating cash flow | 3.0 | 4.2 | 4.6 | 4.4 | |
| Capital expenditures | (1.4) | (1.3) | (1.7) | (1.4) | |
| Investing cash flow | (2.0) | (2.9) | (4.5) | (2.3) | |
| Buybacks | (0.0) | (0.0) | (0.0) | (0.0) | |
| Dividends paid | (1.0) | (1.5) | (2.3) | (2.3) | |
| Debt issuance / (repay) | 1.3 | 2.6 | 2.1 | (0.8) | |
| Financing cash flow | 0.3 | 1.1 | (0.1) | (3.1) | |
| Free cash flow | 1.6 | 2.9 | 2.9 | 3.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 16.9% | 24.3% | 31.7% | 24.9% | 12.9% | 13% | |
| ROA | 6.4% | 9.6% | 12.4% | 9.9% | 5.4% | 5.7% | |
| ROIC | 10.3% | 15.5% | 16.9% | 16.0% | 23.2% | 5.9% | |
| Gross margin | 18.2% | 18.1% | 21.7% | 19.9% | 16.2% | 14.9% | |
| Operating margin | 9.8% | 12.8% | 16.9% | 14.5% | 10.4% | 9.8% | |
| Net margin | 7.9% | 10.4% | 13.1% | 12.4% | 8.4% | 9.2% | |
| EBITDA margin | 13.9% | 15.5% | 19.6% | 17.3% | 14.8% | 13.8% | |
| FCF margin | 2.4% | 5.7% | 8.3% | 8.6% | 10.6% | — | |
| VALUATION | |||||||
| P/E | 14.23 | 10.29 | 10.48 | 12.83 | 24.28 | 23.3 | |
| P/B | 2.28 | 2.35 | 3.04 | 3.05 | 2.99 | 2.9 | |
| P/S | 1.12 | 1.08 | 1.37 | 1.59 | 2.03 | 2.14 | |
| P/FCF | 47.73 | 18.94 | 16.46 | 18.44 | 19.04 | 18.6 | |
| EV/EBITDA | 10.06 | 8.14 | 7.80 | 10.23 | 12.40 | 17.9 | |
| EV/Revenue | 1.37 | 1.26 | 1.53 | 1.77 | 1.70 | 2.5 | |
| Earnings yield | 7.0% | 9.7% | 9.5% | 7.8% | 4.1% | 4.29% | |
| FCF yield | 2.1% | 5.3% | 6.1% | 5.4% | 5.3% | 5.37% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.62 | 2.60 | 2.50 | 2.64 | 1.70 | 3.12 | |
| Quick ratio | 2.37 | 2.37 | 2.30 | 2.45 | 1.42 | 2.90 | |
| Debt / equity | 0.93 | 0.89 | 0.91 | 0.91 | 0.00 | 0.72 | |
| Debt / assets | 36.5% | 35.1% | 35.2% | 36.6% | 0.0% | 33.4% | |
| Net debt / EBITDA | 1.80 | 1.20 | 0.78 | 1.04 | -2.37 | 2.42 | |
| Interest coverage | 109.46 | 220.28 | 109.71 | 35.40 | 9.30 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.81 | 0.92 | 0.95 | 0.80 | 0.65 | 0.62 | |
| Receivables turnover | 1.77 | 1.97 | 1.98 | 1.64 | 2.45 | 1.3 | |
| DSO (days) | 206 | 185 | 184 | 222 | 149 | 290 | |
| DPO (days) | 35 | 35 | 34 | 36 | 81 | 96 | |
| Cash conversion cycle | 201 | 182 | 182 | 220 | 103 | 232 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 25.6% | 22.5% | 21.9% | -4.2% | -15.5% | — | |
| Net income growth | 43.1% | 62.1% | 52.8% | -9.5% | -42.9% | — | |
| EPS growth | 42.9% | 61.7% | 52.2% | -9.7% | -42.9% | — | |
| FCF growth | -58.9% | 195.5% | 78.9% | -1.1% | 4.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.55 | 5.75 | 8.75 | 7.90 | 4.51 | 4.75 | |
| Book value / share | 22.18 | 25.14 | 30.21 | 33.24 | 36.57 | 38.56 | |
| Revenue / share | 45.00 | 55.02 | 66.83 | 63.91 | 54.00 | 51.75 | |
| FCF / share | 1.06 | 3.12 | 5.57 | 5.50 | 5.75 | 5.95 | |
| Cash / share | 9.54 | 12.04 | 17.13 | 18.68 | 17.57 | 16.76 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.1% | 0.01% | |
| Altman Z-Score | 3.04 | 3.27 | 3.61 | 3.54 | 2.40 | 3.6 | |
| Piotroski F-Score | 6 | 7 | 5 | 4 | 4 | 6/9 | |
| Beneish M-Score | -2.42 | -2.34 | -2.18 | -2.29 | -0.69 | -2.66 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 3.6 | Safe (>2.99) | Safe |
| Income quality | 1.73 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.66 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.83 |
| Interest burden | 1.06 |
| Operating margin | 10.4% |
| Asset turnover | 0.62× |
| Financial leverage | 2.24× |
| = ROE | 13% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.17 |
| Earnings stability | 0.12 |
| Earnings persistence | 0.93 |
| Revenue CAGR 3y | -5.7% |
| EPS CAGR 3y | -11.9% |
| FCF CAGR 3y | 9.7% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| ROK | $47.4B | 39.9 | 35% | 17.6% | +11.3% | 9/9 | +22.9% |
| CMI | $73.1B | 27.0 | 22% | 9.9% | +2.9% | 6/9 | +26.2% |
| CARR | $45.3B | 37.8 | 9% | 7.9% | -1.6% | 4/9 | -2.7% |
| ITW | $77.5B | 24.6 | 105% | 18.9% | +4.3% | 6/9 | +10.3% |
| EMR | $90.1B | 35.2 | 13% | 14.7% | +4.8% | 8/9 | — |
| TT | $101.0B | 34.5 | 36% | 14.6% | +7.0% | 6/9 | — |
| IR | $30.2B | 31.7 | 9% | 12.5% | +7.8% | 7/9 | — |
| PH | $121.5B | 33.3 | 25% | 19.0% | +8.3% | 9/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $28.65B | $29.42B / $27.78B | $5.93 | $6.14 / $5.67 | 12 |
| FY2027 | $31.57B | $33.22B / $30.15B | $7.22 | $7.83 / $6.67 | 12 |
| FY2028 | $33.30B | $37.01B / $28.67B | $8.10 | $10.21 / $6.56 | 12 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $123.50 | +11.4% | 2 |
| Last Quarter | $131.50 | +18.7% | 6 |
| Last Year | $119.20 | +7.6% | 20 |
| All Time | $91.62 | -17.3% | 55 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $110.26 | +0.56 | +0.51% | Above |
| SMA 50 | $119.69 | -8.87 | -7.41% | Below |
| SMA 200 | $120.15 | -9.33 | -7.77% | Below |
| EMA 9 | $109.62 | +1.20 | +1.09% | Above |
| EMA 21 | $111.68 | -0.86 | -0.77% | Below |
| EMA 50 | $116.56 | -5.74 | -4.92% | Below |
| EMA 200 | $116.99 | -6.17 | -5.27% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $110.43 / $111.71 / $112.62 | S1 / S2 | $109.52 / $108.24 |
| Bollinger (20,2) | $106.39 – $114.12 | Squeeze | Off |
| 52-wk range | $90.95 – $138.87 | Off 52-wk high | -20.2% |
| ATR (14) | $2.49 (2.2%) | Historical vol | 19.1% |
| Computed from live weekly prices | PCAR | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.49% | 1.83% |
| Best / worst week (1y) | +8.2% / -8.6% | — |
| Max drawdown (5y, monthly) | -34.6% | — |
| 1-week VaR (95%) | -5.6% | — |
| Beta (5y) | 0.97 | 1.00 |
| Reading | PCAR | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -38.2 | -26.7 | -24.1 | -20.5 |
| Trend | -54.2 | -31.6 | -26.2 | -21.3 |
| Momentum | +5.4 | -31.2 | -24.5 | -15.8 |
| Volume | -55.6 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| R. P. Feight Chief Executive Officer | $12.6M | 49% equity+incentive |
| H. C. Schippers (retired 6/2/25) President & | $3.7M | 40% equity+incentive |
| C. M. Dozier (retired 4/1/26) Executive Vice | $3.6M | 35% equity+incentive |
| D. C. Siver (retired 1/1/26) Executive Vice | $3.6M | 35% equity+incentive |
| K. D. Baney Executive Vice President | $3.2M | 36% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 64 |
| Social | 54 |
| Governance | 61 |
| Composite ESG | 60 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-01 | Officer/Director Change; Shareholder Vote | 5.02,5.07 |
| 2026-04-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-01-27 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2026-01-16 | Departure/Election of Directors; Appointment of Officers; Other Events | 5.02,8.01 |
| 2025-12-12 | Departure/Election of Directors; Appointment of Officers; Other Events | 5.02,8.01 |
| 2025-10-21 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-09-05 | Departure/Election of Directors; Appointment of Officers; Other Events | 5.02,8.01 |
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 2026-07-28 |
| 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 · 2026-09-02 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 2 rows · 2026-03-27 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.