| Profitability | 77/100 |
| Growth | 54/100 |
| Momentum | 76/100 |
| Quality | 76/100 |
| Earnings Quality | 77/100 |
| Balance Sheet | 73/100 |
| Value | 46/100 |
| Risk (safety) | 100/100 |
| Overall | 65.8/100 |
| Symbol | IS Score |
|---|---|
| CECO | 20 |
| HUBB | 62 |
| XYL | 60 |
| ATI | 65 |
| EXPD | 65 |
| CPRT | 66 |
| VLTO | 66 |
Both readings sit above the midpoint — business quality at 66 and price structure at 87 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 65.8 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 68 → 68 → 68 → 66 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,090 → now 983 | 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 | 983 | 239.7M | $19.7B | 97.8% | |
| 2026 Q1 | 1,032 | 230.2M | $19.2B | 93.9% | |
| 2025 Q4 | 1,090 | 233.1M | $22.2B | 95.1% | |
| 2025 Q3 | 1,054 | 246.9M | $23.2B | 100.7% | ex-outlier 88.0% |
| 2025 Q2 | 1,037 | 229.4M | $22.1B | 93.5% | |
| 2025 Q1 | 1,020 | 228.9M | $21.0B | 93.3% | |
| 2024 Q4 | 1,049 | 229.5M | $22.1B | 93.6% | |
| 2024 Q3 | 1,038 | 225.0M | $23.6B | 91.7% | |
| 2024 Q2 | 1,001 | 226.4M | $19.7B | 92.3% | |
| 2024 Q1 | 1,010 | 223.1M | $17.5B | 91.0% | |
| 2023 Q4 | 1,032 | 215.9M | $15.8B | 88.0% | |
| 2023 Q3 | 111 | 24.1M | $2.0B | 9.8% |
Why 2025-09 reads 100.70%. Institutions cannot hold more of a company than exists. The reported 246.9M shares exceed the 245.2M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 31,058,387 shares against 30,206,111 the prior quarter, a 1x jump, which alone would be 12.7% of the company. Excluding that filing, ownership is 88.0%. 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 |
|---|---|---|---|---|---|---|
| Trivedi Surekha | SVP, Strategy & Sustainability | 2026-08-17 | SELL | 986 | $0.10M | 8,565 |
| Honeycutt Jennifer | director, President and CEO | 2026-07-29 | EXERCISE | 7,097 | $0.20M | 131,182 |
| Honeycutt Jennifer | director, President and CEO | 2026-07-29 | SELL | 7,097 | $0.72M | 124,085 |
| Honeycutt Jennifer | director, President and CEO | 2026-07-29 | EXERCISE | 7,097 | $0.20M | 7,098 |
| Williams Thomas | director | 2026-07-24 | A-Award | 183 | — | 183 |
| Wallis-Lage Cindy L. | director | 2026-07-24 | A-Award | 38 | — | 38 |
| Mitts Heath A | director | 2026-07-24 | A-Award | 154 | — | 154 |
| Honeycutt Jennifer | director, President and CEO | 2026-07-17 | EXERCISE | 7,097 | $0.20M | 131,182 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 5 | 22,585 | $2.2M | Counted |
| M — Exercises (paired A/D) | 4 | 23,938 | $1.2M | None — mechanics |
| F — Tax withholding | 3 | 3,831 | $0.3M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-17 | Trivedi Surekha | 986 | $0.1M |
| 2026-07-29 | Honeycutt Jennifer | 7,097 | $0.7M |
| 2026-07-17 | Honeycutt Jennifer | 7,097 | $0.7M |
| 2026-03-30 | Stein Sylvia Ann | 10,000 | $0.9M |
| Trailing 12 mo | 8 filings | 60,330 | $6M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.39% | 18.2M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Kevin Hern | House | SELL | $1,001 - $15,000 | 2026-08-21 | 2026-09-02 |
| Kevin Hern | House | SELL | $1,001 - $15,000 | 2026-08-21 | 2026-09-02 |
| Kevin Hern | House | SELL | $1,001 - $15,000 | 2026-08-20 | 2026-09-02 |
| Markwayne Mullin | Senate | SELL | $1,001 - $15,000 | 2023-12-05 | 2023-12-28 |
| Markwayne Mullin | Senate | SELL | $1,001 - $15,000 | 2023-12-05 | 2023-12-27 |
| Markwayne Mullin | Senate | SELL | $1,001 - $15,000 | 2023-12-05 | 2023-12-27 |
| Manager | Shares | Value |
|---|---|---|
| Vontobel Holding Ltd. | 837,683 | $79M |
| Border To Coast Pensions Partnersh | 368,822 | $35M |
| Copeland Capital Management, Llc | 264,969 | $25M |
| Defender Capital, Llc. | 246,679 | $23M |
| Perpetual Ltd | 195,288 | $18M |
| Fjarde Ap-Fonden /Fourth Swedish N | 130,715 | $12M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $729M |
| VTSAX | 0.0% | $729M |
| VSMPX | 0.0% | $729M |
| VTI | 0.0% | $729M |
| VFFSX | 0.0% | $604M |
| VOO | 0.0% | $604M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.3M | 45 sh |
| Ubsa Ubs Ats | 2.3M | 55 sh |
| Ebxl Level Ats | 1.8M | 33 sh |
| Sgmt Sigma X2 | 1.4M | 40 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.2M | 44 sh |
| Bids Bids Ats | 1.0M | 513 sh |
| Region | Revenue | Share |
|---|---|---|
| All Other Countries | $2.4B | 44% |
| UNITED STATES | $2.4B | 44% |
| CHINA | $336M | 6% |
| GERMANY | $281M | 5% |
Moat score 36/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Jennifer L. Honeycutt | President, Chief Executive Officer & Director |
| Sameer Ralhan | Senior Vice President & Chief Financial Officer |
| Mattias Byström | Chief Segment Officer & Senior Vice President of Product Quality & Innovation |
| Melissa Kapity | Senior VP & Chief Segment Officer- Water Quality |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +8.1% | +3.6% | +3.1% | +3.4% | +6.0% |
| Gross profit | +8.1% | +2.1% | +4.8% | +7.0% | +6.2% |
| Operating income | +9.5% | +6.8% | +2.5% | +6.0% | +5.7% |
| Net income | +18.9% | -1.9% | -0.7% | -0.7% | +12.8% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.7 | 4.9 | 5.0 | 5.2 | 5.5 | |
| Cost of revenue | 2.0 | 2.1 | 2.1 | 2.1 | 2.2 | |
| Gross profit | 2.7 | 2.8 | 2.9 | 3.1 | 3.3 | |
| R&D expense | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | |
| SG&A expense | 1.4 | 1.5 | 1.5 | 1.6 | 1.8 | |
| Operating income | 1.0 | 1.1 | 1.1 | 1.2 | 1.3 | |
| EBITDA | 1.1 | 1.2 | 1.2 | 1.3 | 1.3 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 1.0 | 1.1 | 1.1 | 1.1 | 1.2 | |
| Income tax | 0.2 | 0.3 | 0.3 | 0.3 | 0.2 | |
| Net income | 0.9 | 0.8 | 0.8 | 0.8 | 0.9 | |
| Diluted EPS ($) | 3.50 | 3.43 | 3.41 | 3.34 | 3.76 | |
| Diluted shares (M) | 246 | 246 | 246 | 250 | 250 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.8 | 1.1 | 2.0 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.8 | 0.8 | 0.8 | 0.9 | |
| Total current assets | 1.3 | 2.1 | 2.4 | 3.4 | |
| PP&E (net) | 0.2 | 0.3 | 0.3 | 0.3 | |
| Goodwill + intangibles | 3.0 | 3.0 | 3.2 | 3.4 | |
| Total assets | 4.8 | 5.7 | 6.4 | 7.7 | |
| Accounts payable | 0.4 | 0.4 | 0.4 | 0.4 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.7 | |
| Deferred revenue | 0.2 | 0.2 | 0.2 | 0.0 | |
| Total current liabilities | 1.1 | 1.3 | 1.2 | 2.1 | |
| Long-term debt | 0.0 | 2.6 | 2.6 | 2.0 | |
| Total liabilities | 1.6 | 4.3 | 4.4 | 4.6 | |
| Shareholders' equity | 3.2 | 1.4 | 2.0 | 3.1 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 0.8 | 0.8 | 0.9 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.0 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.1) | (0.0) | (0.1) | (0.0) | |
| Operating cash flow | 0.9 | 1.0 | 0.9 | 1.1 | |
| Capital expenditures | (0.0) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.1) | (0.1) | (0.4) | (0.1) | |
| Buybacks | (0.8) | (0.1) | 0.0 | 0.0 | |
| Dividends paid | 0.0 | 0.0 | (0.1) | (0.1) | |
| Debt issuance / (repay) | 0.0 | 2.6 | 0.0 | 0.0 | |
| Financing cash flow | (0.8) | (0.1) | (0.1) | (0.1) | |
| Free cash flow | 0.8 | 0.9 | 0.8 | 1.0 |
| Ratio | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|
| PROFITABILITY | |||||
| ROE | 14.5% | 48.7% | 36.5% | 33% | |
| ROA | 3.5% | 13.8% | 13.3% | 11.5% | |
| ROIC | 6.4% | 25.0% | 27.3% | 14.7% | |
| Gross margin | 57.8% | 59.8% | 59.9% | 60.2% | |
| Operating margin | 22.7% | 23.3% | 23.2% | 22.7% | |
| Net margin | 16.7% | 16.0% | 17.1% | 17.3% | |
| EBITDA margin | 24.2% | 24.6% | 24.5% | 24.5% | |
| FCF margin | 18.7% | 15.8% | 18.4% | — | |
| VALUATION | |||||
| P/E | 100.62 | 30.50 | 26.59 | 25.3 | |
| P/B | 14.55 | 12.47 | 8.05 | 8.0 | |
| P/S | 15.62 | 4.89 | 4.54 | 4.32 | |
| P/FCF | 83.50 | 30.99 | 24.65 | 23.5 | |
| EV/EBITDA | 71.88 | 21.23 | 19.03 | 18.6 | |
| EV/Revenue | 17.19 | 5.21 | 4.66 | 4.5 | |
| Earnings yield | 1.0% | 3.3% | 3.8% | 3.99% | |
| FCF yield | 1.2% | 3.2% | 4.1% | 4.25% | |
| Ratio | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||
| Current ratio | 1.64 | 1.92 | 1.67 | 1.78 | |
| Quick ratio | 1.40 | 1.69 | 1.52 | 1.61 | |
| Debt / equity | 2.01 | 1.36 | 0.86 | 1.09 | |
| Debt / assets | 48.8% | 43.2% | 34.7% | 39.5% | |
| Net debt / EBITDA | 6.54 | 1.31 | 0.48 | 0.90 | |
| Interest coverage | 11.44 | 10.59 | 13.22 | — | |
| Ratio | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|
| EFFICIENCY | |||||
| Asset turnover | 0.23 | 0.86 | 0.78 | 0.67 | |
| Receivables turnover | 1.56 | 6.34 | 6.44 | 6.2 | |
| DSO (days) | 234 | 58 | 57 | 59 | |
| DPO (days) | 290 | 72 | 67 | 68 | |
| Cash conversion cycle | 144 | 37 | 39 | 45 | |
| GROWTH (YoY) | |||||
| Revenue growth | — | 303.2% | 6.0% | — | |
| Net income growth | — | 316.5% | 12.8% | — | |
| EPS growth | — | 310.0% | 12.8% | — | |
| FCF growth | — | 240.2% | 23.7% | — | |
| PER SHARE ($) | |||||
| EPS (diluted, TTM) | 0.81 | 3.33 | 3.75 | 4.03 | |
| Book value / share | 5.61 | 8.14 | 12.40 | 12.63 | |
| Revenue / share | 5.23 | 20.75 | 21.97 | 23.23 | |
| FCF / share | 0.98 | 3.28 | 4.05 | 4.27 | |
| Cash / share | 3.09 | 4.40 | 8.11 | 8.64 | |
| SHAREHOLDER RETURN & SCORES | |||||
| Buyback yield | 0.5% | 0.0% | 0.0% | 1.91% | |
| Altman Z-Score | 3.41 | 5.34 | 4.74 | 4.5 | |
| Piotroski F-Score | 4 | 8 | 5 | 6/9 | |
| Beneish M-Score | — | -2.51 | -2.46 | -2.48 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 4.5 | Safe (>2.99) | Safe |
| Income quality | 1.12 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.48 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.82 |
| Interest burden | 0.93 |
| Operating margin | 22.8% |
| Asset turnover | 0.72× |
| Financial leverage | 2.74× |
| = ROE | 34% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.88 |
| Earnings stability | 0.92 |
| Earnings persistence | 0.96 |
| Revenue CAGR 3y | — |
| EPS CAGR 3y | — |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CECO | $3.3B | -97.5 | -2% | -12.2% | +39.0% | 4/9 | +11.4% |
| HUBB | $24.4B | 27.2 | 24% | 14.0% | +10.6% | 5/9 | +7.9% |
| XYL | $24.3B | 24.8 | 9% | 11.3% | +4.5% | 7/9 | -27.9% |
| ATI | $25.3B | 53.2 | 26% | 12.0% | +8.6% | 7/9 | +128.6% |
| EXPD | $25.5B | 28.4 | 43% | 7.6% | +6.8% | 8/9 | — |
| CPRT | $25.8B | 17.9 | 16% | 28.4% | +0.4% | 6/9 | — |
| DOV | $26.4B | 23.4 | 15% | 14.3% | +7.6% | 7/9 | — |
| NVT | $23.0B | 38.5 | 16% | 14.7% | +46.2% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $5.91B | $5.92B / $5.83B | $4.39 | $4.40 / $4.38 | 8 |
| FY2027 | $6.25B | $6.36B / $6.09B | $4.80 | $4.85 / $4.74 | 8 |
| FY2028 | $6.61B | $7.22B / $6.41B | $5.27 | $5.37 / $5.16 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $106.00 | +4.9% | 1 |
| Last Quarter | $109.17 | +8.0% | 6 |
| Last Year | $109.80 | +8.7% | 20 |
| All Time | $109.76 | +8.6% | 33 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $96.89 | +4.15 | +4.28% | Above |
| SMA 50 | $96.99 | +4.05 | +4.18% | Above |
| SMA 200 | $92.82 | +8.22 | +8.86% | Above |
| EMA 9 | $98.92 | +2.12 | +2.14% | Above |
| EMA 21 | $97.54 | +3.50 | +3.59% | Above |
| EMA 50 | $96.28 | +4.76 | +4.94% | Above |
| EMA 200 | $94.55 | +6.49 | +6.86% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $101.79 / $103.17 / $105.39 | S1 / S2 | $99.57 / $98.19 |
| Bollinger (20,2) | $92.88 – $100.90 | Squeeze | Off |
| 52-wk range | $80.03 – $105.75 | Off 52-wk high | -4.4% |
| ATR (14) | $1.92 (1.9%) | Historical vol | 14.9% |
| Computed from live weekly prices | VLTO | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.02% | 1.83% |
| Best / worst week (1y) | +8.4% / -7.4% | — |
| Max drawdown (5y, monthly) | -25.9% | — |
| 1-week VaR (95%) | -4.9% | — |
| Beta (5y) | 0.76 | 1.00 |
| Reading | VLTO | Industrial - Pollution & Treatment Controls n=153 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +23.4 | -27.6 | -24.1 | -20.5 |
| Trend | +44.6 | -26.7 | -26.2 | -21.3 |
| Momentum | +53.8 | -34.7 | -24.5 | -15.8 |
| Volume | +43.9 | -23.2 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Jennifer L. Honeycutt President and Chief Ex | $14.8M | 75% equity+incentive |
| Sameer Ralhan Senior Vice President and Chie | $5.3M | 71% equity+incentive |
| Mattias Byström Senior Vice President and Ch | $3.9M | 58% equity+incentive |
| Melissa Kapity (formerly Aquino) Senior Vice | $3.7M | 67% equity+incentive |
| Lesley Beneteau (6,7) Senior Vice President | $2.8M | 59% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 77 |
| Social | 73 |
| Governance | 75 |
| Composite ESG | 75 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-01 | Material Agreement; Other Events; Exhibits | 1.01,8.01,9.01 |
| 2026-05-14 | Shareholder Vote; Exhibits | 5.07,9.01 |
| 2026-04-28 | Earnings Release | 2.02 |
| 2026-02-03 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-25 | Other Events | 8.01 |
| 2025-11-03 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01,9.01 |
| 2025-10-28 | Results of Operations and Financial Condition | 2.02 |
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 | 12 rows · 2023-10-25 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 | 12 rows · 2023 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-15 to 2026-08-17 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 1 rows · 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.