| Profitability | 67/100 |
| Growth | 50/100 |
| Momentum | 76/100 |
| Quality | 79/100 |
| Earnings Quality | 72/100 |
| Balance Sheet | 65/100 |
| Value | 34/100 |
| Risk (safety) | 100/100 |
| Overall | 66.5/100 |
| Symbol | IS Score |
|---|---|
| EMR | 63 |
| PH | 67 |
| ITW | 60 |
| CMI | 58 |
| PCAR | 49 |
| ROK | 72 |
| TT | 66 |
Both readings sit above the midpoint — business quality at 66 and price structure at 58 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 66.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 64 → 64 → 64 → 66 | the direction matters more than the level |
| Technical vote share back above 50% | now 73% | price structure no longer broken |
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.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Regnery David S | director, Chair and CEO | 2026-10-06 | SELL | 48,091 | $23.08M | 96,951 |
| Regnery David S | director, Chair and CEO | 2026-08-05 | SELL | 43,778 | $20.79M | 96,950 |
| Schaeffer Melissa N. | director | 2026-08-04 | SELL | 145 | $0.07M | 1,950 |
| Simmons Donald E. | EVP & Chief Operating Officer | 2026-07-01 | A-Award | 826 | — | 4,645 |
| Simmons Donald E. | EVP & Chief Operating Officer | 2026-07-01 | A-Award | 3,085 | $1.49M | 3,085 |
| Hayes John A | director | 2026-06-05 | A-Award | 438 | — | 2,207 |
| Hayes John A | director | 2026-06-05 | TAX W/H | 112 | $0.05M | 2,095 |
| Arnold Kirk E | director | 2026-06-05 | TAX W/H | 112 | $0.05M | 5,970 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 8 | 145,668 | $67.2M | Counted |
| P — Open-market purchases | 1 | 400 | $0.2M | Counted |
| M — Exercises (paired A/D) | 1 | 4,593 | $0.8M | None — mechanics |
| F — Tax withholding | 15 | 38,905 | $17.3M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-06 | Regnery David S | 48,091 | $23.1M |
| 2026-08-05 | Regnery David S | 43,778 | $20.8M |
| 2026-08-04 | Melissa Schaeffer | 145 | $0.1M |
| 2026-04-30 | Simmons Donald E. | 4,593 | $2.3M |
| Trailing 12 mo | 19 filings | 187,237 | $85M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-27 | SCHEDULE 13G/A | JPMORGAN CHASE & CO. | 5.60% | 12.5M sh |
| 2026-04-28 | SCHEDULE 13G | Vanguard Capital Management | 7.49% | 16.6M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2026-01-23 | SCHEDULE 13G/A | JPMORGAN CHASE & CO. | 7.30% | 16.4M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-08-10 | 2026-09-07 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-05-01 | 2026-06-11 |
| Val Hoyle | House | SELL | $1,001 - $15,000 | 2025-09-22 | 2025-10-10 |
| Alan Armstrong | Senate | SELL | $15,001 - $50,000 | 2026-03-27 | 2026-07-21 |
| Alan Armstrong | Senate | SELL | $15,001 - $50,000 | 2026-03-27 | 2026-07-20 |
| Thomas R. Carper | Senate | BUY | $1,001 - $15,000 | 2023-06-20 | 2023-06-30 |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $3.2B |
| VSMPX | 0.1% | $3.2B |
| VTSAX | 0.1% | $3.2B |
| VTI | 0.1% | $3.2B |
| VFIAX | 0.2% | $2.6B |
| VFFSX | 0.2% | $2.6B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 1.9M | 35 sh |
| Sgmt Sigma X2 | 1.3M | 30 sh |
| Incr Intelligent Cross Llc | 1.2M | 32 sh |
| Ebxl Level Ats | 1.0M | 15 sh |
| Bids Bids Ats | 0.9M | 265 sh |
| Mlix Instinct X | 0.9M | 44 sh |
| Region | Revenue | Share |
|---|---|---|
| Americas | $17.2B | 81% |
| EMEA | $2.8B | 13% |
| Asia Pacific | $1.4B | 6% |
Moat score 63/100 — Narrow; primary source Switching Costs.
| Officer | Title |
|---|---|
| David S. Regnery | Chairman of the Board & Chief Executive Officer |
| Christopher J. Kuehn | Executive Vice President & Chief Financial Officer |
| Donald E. Simmons | Executive VP & COO |
| Mauro Atalla | Senior VP, Chief Technology & Sustainability Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +13.5% | +13.1% | +10.5% | +12.2% | +7.5% |
| Gross profit | +17.5% | +11.1% | +18.0% | +20.9% | +8.9% |
| Operating income | +32.0% | +19.6% | +19.6% | +20.9% | +13.4% |
| Net income | +66.5% | +23.4% | +15.2% | +26.9% | +13.7% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 14.1 | 16.0 | 17.7 | 19.8 | 21.3 | |
| Cost of revenue | 9.7 | 11.0 | 11.8 | 12.8 | 13.6 | |
| Gross profit | 4.5 | 5.0 | 5.9 | 7.1 | 7.7 | |
| R&D expense | 0.2 | 0.2 | 0.3 | 0.0 | 0.3 | |
| SG&A expense | 2.4 | 2.3 | 3.0 | 3.6 | 3.7 | |
| Operating income | 2.0 | 2.4 | 2.9 | 3.5 | 4.0 | |
| EBITDA | 2.3 | 2.7 | 3.1 | 3.9 | 4.2 | |
| D&A | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | |
| Pretax income | 1.8 | 2.2 | 2.6 | 3.2 | 3.7 | |
| Income tax | 0.3 | 0.4 | 0.5 | 0.6 | 0.7 | |
| Net income | 1.4 | 1.8 | 2.0 | 2.6 | 2.9 | |
| Diluted EPS ($) | 5.87 | 7.48 | 8.77 | 11.24 | 12.98 | |
| Diluted shares (M) | 242 | 235 | 231 | 228 | 224 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.2 | 1.1 | 1.6 | 1.8 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.8 | 3.4 | 3.1 | 3.2 | |
| Total current assets | 6.4 | 6.9 | 7.3 | 7.9 | |
| PP&E (net) | 1.5 | 2.3 | 2.0 | 2.3 | |
| Goodwill + intangibles | 8.8 | 9.5 | 9.4 | 9.7 | |
| Total assets | 18.1 | 19.4 | 20.1 | 21.4 | |
| Accounts payable | 2.1 | 2.0 | 2.1 | 2.2 | |
| Short-term debt | 1.0 | 0.8 | 0.5 | 0.7 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 5.7 | 6.1 | 6.1 | 6.3 | |
| Long-term debt | 3.8 | 4.0 | 4.3 | 3.9 | |
| Total liabilities | 12.0 | 12.4 | 12.7 | 12.8 | |
| Shareholders' equity | 6.1 | 7.0 | 7.5 | 8.6 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.8 | 2.1 | 2.6 | 3.0 | |
| D&A | 0.3 | 0.3 | 0.4 | 0.4 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.0 | |
| Working capital change | (0.4) | (0.1) | 0.2 | (0.3) | |
| Operating cash flow | 1.5 | 2.4 | 3.1 | 3.2 | |
| Capital expenditures | (0.3) | (0.3) | (0.4) | (0.4) | |
| Investing cash flow | (0.5) | (1.2) | (0.6) | (0.6) | |
| Buybacks | (1.2) | (0.7) | (1.3) | (1.5) | |
| Dividends paid | (0.6) | (0.7) | (0.8) | (0.8) | |
| Debt issuance / (repay) | (0.0) | (0.1) | (0.0) | (0.2) | |
| Financing cash flow | (1.9) | (1.4) | (2.0) | (2.5) | |
| Free cash flow | 1.2 | 2.1 | 2.8 | 2.8 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 22.4% | 28.4% | 30.9% | 35.5% | 36.4% | 34% | |
| ROA | 7.9% | 9.7% | 10.8% | 13.0% | 14.0% | 12.3% | |
| ROIC | 18.4% | 20.6% | 21.8% | 25.1% | 28.0% | 19.9% | |
| Gross margin | 31.6% | 31.0% | 33.1% | 35.7% | 36.2% | 35.4% | |
| Operating margin | 14.3% | 15.1% | 16.4% | 17.6% | 18.6% | 17.9% | |
| Net margin | 10.1% | 11.0% | 11.4% | 12.9% | 13.7% | 13.3% | |
| EBITDA margin | 16.4% | 17.0% | 17.8% | 19.5% | 19.6% | 19.5% | |
| FCF margin | 9.7% | 7.6% | 11.8% | 14.0% | 13.3% | — | |
| VALUATION | |||||||
| P/E | 32.41 | 21.47 | 27.17 | 32.38 | 29.82 | 34.5 | |
| P/B | 7.35 | 6.18 | 7.86 | 11.15 | 10.12 | 11.7 | |
| P/S | 3.26 | 2.36 | 3.11 | 4.19 | 4.08 | 4.55 | |
| P/FCF | 33.79 | 31.11 | 26.32 | 30.00 | 30.65 | 28.5 | |
| EV/EBITDA | 20.98 | 15.20 | 18.63 | 22.57 | 20.99 | 24.0 | |
| EV/Revenue | 3.45 | 2.58 | 3.32 | 4.38 | 4.22 | 4.7 | |
| Earnings yield | 3.1% | 4.7% | 3.7% | 3.1% | 3.4% | 2.91% | |
| FCF yield | 3.0% | 3.2% | 3.8% | 3.3% | 3.3% | 3.51% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.36 | 1.12 | 1.13 | 1.21 | 1.25 | 1.07 | |
| Quick ratio | 1.04 | 0.77 | 0.78 | 0.88 | 0.92 | 0.76 | |
| Debt / equity | 0.77 | 0.79 | 0.68 | 0.72 | 0.54 | 0.53 | |
| Debt / assets | 26.8% | 26.7% | 24.6% | 26.7% | 21.5% | 19.3% | |
| Net debt / EBITDA | 1.15 | 1.33 | 1.17 | 0.99 | 0.67 | 0.76 | |
| Interest coverage | 8.70 | 10.72 | 11.95 | 14.56 | 17.17 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.78 | 0.88 | 0.94 | 1.00 | 1.03 | 0.93 | |
| Receivables turnover | 6.10 | 6.14 | 5.71 | 6.10 | 6.74 | 5.2 | |
| DSO (days) | 60 | 59 | 64 | 60 | 54 | 70 | |
| DPO (days) | 62 | 64 | 64 | 60 | 58 | 76 | |
| Cash conversion cycle | 49 | 54 | 64 | 59 | 51 | 60 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 13.5% | 13.1% | 10.5% | 12.2% | 7.5% | — | |
| Net income growth | 66.5% | 23.4% | 15.2% | 26.9% | 13.7% | — | |
| EPS growth | 69.0% | 27.8% | 16.5% | 28.3% | 15.5% | — | |
| FCF growth | 5.9% | -11.2% | 72.3% | 32.7% | 2.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 5.91 | 7.56 | 8.80 | 11.30 | 13.05 | 13.34 | |
| Book value / share | 26.06 | 26.27 | 30.43 | 32.81 | 38.47 | 39.12 | |
| Revenue / share | 58.73 | 68.81 | 76.89 | 87.28 | 95.36 | 100.50 | |
| FCF / share | 5.67 | 5.22 | 9.09 | 12.19 | 12.70 | 16.05 | |
| Cash / share | 8.97 | 5.25 | 4.76 | 7.00 | 7.89 | 5.97 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.4% | 3.2% | 1.2% | 1.5% | 0.3% | 0.06% | |
| Altman Z-Score | 4.26 | 3.90 | 4.76 | 6.25 | 6.44 | 6.1 | |
| Piotroski F-Score | 7 | 7 | 9 | 8 | 8 | 5/9 | |
| Beneish M-Score | -2.40 | -2.29 | -2.45 | -2.71 | -2.47 | -2.56 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 6.1 | Safe (>2.99) | Safe |
| Income quality | 1.28 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.56 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.79 |
| Interest burden | 0.94 |
| Operating margin | 17.8% |
| Asset turnover | 0.99× |
| Financial leverage | 2.73× |
| = ROE | 36% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 1.00 |
| Earnings stability | 0.97 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 9.7% |
| EPS CAGR 3y | 17.5% |
| FCF CAGR 3y | 32.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| EMR | $90.1B | 35.2 | 13% | 14.7% | +4.8% | 8/9 | +25.8% |
| PH | $121.5B | 33.3 | 25% | 19.0% | +8.3% | 9/9 | +33.8% |
| ITW | $77.5B | 24.6 | 105% | 18.9% | +4.3% | 6/9 | +10.3% |
| CMI | $73.1B | 27.0 | 22% | 9.9% | +2.9% | 6/9 | +26.2% |
| PCAR | $58.3B | 23.3 | 13% | 10.0% | -12.3% | 5/9 | — |
| ROK | $47.4B | 39.9 | 35% | 17.6% | +11.3% | 9/9 | — |
| CARR | $45.3B | 37.8 | 9% | 7.9% | -1.6% | 4/9 | — |
| GEV | $245.3B | 26.1 | 91% | 6.0% | +13.0% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $23.78B | $23.98B / $23.10B | $15.28 | $15.47 / $15.21 | 14 |
| FY2027 | $26.14B | $26.94B / $24.68B | $17.72 | $18.41 / $17.10 | 14 |
| FY2028 | $28.47B | $29.88B / $26.94B | $20.38 | $21.73 / $19.27 | 9 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $528.67 | +15.2% | 3 |
| Last Quarter | $528.67 | +15.2% | 3 |
| Last Year | $508.73 | +10.9% | 26 |
| All Time | $373.49 | -18.6% | 63 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $459.41 | -0.52 | -0.11% | Below |
| SMA 50 | $454.63 | +4.26 | +0.94% | Above |
| SMA 200 | $450.02 | +8.87 | +1.97% | Above |
| EMA 9 | $465.95 | -7.06 | -1.52% | Below |
| EMA 21 | $460.81 | -1.92 | -0.42% | Below |
| EMA 50 | $457.71 | +1.18 | +0.26% | Above |
| EMA 200 | $448.66 | +10.23 | +2.28% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $458.17 / $469.19 / $481.02 | S1 / S2 | $446.34 / $435.32 |
| Bollinger (20,2) | $431.23 – $487.58 | Squeeze | Off |
| 52-wk range | $345.62 – $504.67 | Off 52-wk high | -9.1% |
| ATR (14) | $12.55 (2.7%) | Historical vol | 22.6% |
| Computed from live weekly prices | TT | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.05% | 1.83% |
| Best / worst week (1y) | +11.9% / -5.7% | — |
| Max drawdown (5y, monthly) | -36.5% | — |
| 1-week VaR (95%) | -5.0% | — |
| Beta (5y) | 1.20 | 1.00 |
| Reading | TT | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +6.7 | -26.7 | -24.1 | -20.5 |
| Trend | +42.7 | -31.6 | -26.2 | -21.3 |
| Momentum | -6.2 | -31.2 | -24.5 | -15.8 |
| Volume | +38.2 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| D. S. Regnery Chair and Chief Executive Offi | $22.9M | 59% equity+incentive |
| C. J. Kuehn Executive Vice President and Chi | $6.0M | 64% equity+incentive |
| P. A. Camuti Executive Vice President and Ch | $3.7M | 58% equity+incentive |
| E. M. Turtz Senior Vice President and Genera | $3.3M | 54% equity+incentive |
| R. D. Pittard Executive Vice President and C | $2.9M | 50% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 69 |
| Social | 73 |
| Governance | 66 |
| Composite ESG | 69 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-22 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-06-10 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-06-05 | Shareholder Vote | 5.07 |
| 2026-04-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-24 | Material Agreement | 1.01 |
| 2026-01-29 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-12-02 | Other Events | 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 · 2020-10-28 to 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | not present for this symbol |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-05 to 2026-10-06 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-01-23 to 2026-07-27 |
| 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.