Loading institutional data...
Loading institutional data...
Held by 340 of 5,944 reporting institutions (95th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $68.19 today, the market must believe free cash flow compounds 11.4%/yr for a decade (off $124M normalized FCF).
The market's 11.4% is more optimistic than its 9-yr track record.
2-stage DCF · 0.05B shares · net debt -$222M
mean 11.8% · volatility σ 20% · implied rate exceeded in 7/9 yrs
Central path = implied 11.4%/yr growth; shaded band = ±1σ (20%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 49% of free cash flow, leaving room to grow it and fund buybacks. Last year: $60M dividends + $97M buybacks = $158M returned on $122M FCF.
9 consecutive years of dividend increases · 15%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 27%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2020 | FY2021 | FY2021 | FY2022 | FY2023 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 4.6 | 4.9 | 3.2 | 3.3 | 4.6 | 4.6 | 4.1 | 4.4 |
| Operating Income | 24.1 | 20.4 | 20.8 | 23.4 | 27.4 | 20.7 | 21.4 | 20.6 |
| Income Tax | 5.5 | 5.2 | 3.6 | 5.3 | 5.8 | 6.6 | 6.9 | 7.1 |
| Net Income | 19.0 | 19.8 | 20.6 | 21.7 | 19.9 | 18.7 | 19.5 | 18.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EXPO: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2023 | FY2022 | FY2021 | FY2021 | FY2020 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $582.0M 100.0% | $558.5M 100.0% | $536.8M 100.0% | $513.3M 100.0% | $466.3M 100.0% | $399.9M 100.0% | $417.2M 100.0% | $379.5M 100.0% | $347.8M 100.0% | $315.1M 100.0% |
| Selling, General & Admin | $25.5M 4.4% | $22.7M 4.1% | $24.4M 4.6% | $23.7M 4.6% | $15.3M 3.3% | $12.9M 3.2% | $20.5M 4.9% | $17.5M 4.6% | $17.8M 5.1% | $15.5M 4.9% |
| Total Operating Expenses | $462.2M 79.4% | $439.0M 78.6% | $425.4M 79.3% | $372.5M 72.6% | $357.3M 76.6% | $316.7M 79.2% | $332.1M 79.6% | $288.1M 75.9% | $275.7M 79.3% | $253.2M 80.4% |
| Operating Income | $119.8M 20.6% | $119.6M 21.4% | $111.3M 20.7% | $140.8M 27.4% | $108.9M 23.4% | $83.2M 20.8% | $85.1M 20.4% | $91.5M 24.1% | $72.1M 20.7% | $61.9M 19.6% |
| Other Income (Expense), net | $18.2M 3.1% | $17.8M 3.2% | $17.4M 3.2% | -$10.7M -2.1% | $16.8M 3.6% | $12.0M 3.0% | $15.2M 3.6% | -$890K -0.2% | $9.2M 2.6% | $6.5M 2.1% |
| Pretax Income | $147.3M 25.3% | $147.4M 26.4% | $135.9M 25.3% | $132.2M 25.8% | $125.8M 27.0% | $96.9M 24.2% | $104.2M 25.0% | $93.3M 24.6% | $82.5M 23.7% | $69.1M 21.9% |
| Income Tax Expense | $41.3M 7.1% | $38.4M 6.9% | $35.6M 6.6% | $29.9M 5.8% | $24.6M 5.3% | $14.4M 3.6% | $21.7M 5.2% | $21.1M 5.5% | $41.2M 11.8% | $21.6M 6.9% |
| Net Income | $106.0M 18.2% | $109.0M 19.5% | $100.3M 18.7% | $102.3M 19.9% | $101.2M 21.7% | $82.6M 20.6% | $82.5M 19.8% | $72.3M 19.0% | $41.3M 11.9% | $47.5M 15.1% |
| Per Share | ||||||||||
| EPS (Basic) | $2.08 | $2.13 | $1.96 | $1.98 | $1.92 | $1.58 | $1.56 | $1.37 | $0.78 | $0.90 |
| EPS (Diluted) | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 | $1.55 | $1.53 | $1.33 | $0.77 | $0.87 |
| Weighted Avg Shares (Basic) | 50.9M | 51.1M | 51.2M | 51.7M | 52.6M | 52.4M | 52.7M | 52.9M | 52.7M | 53.0M |
| Weighted Avg Shares (Diluted) | 51.2M | 51.6M | 51.6M | 52.3M | 53.3M | 53.3M | 53.9M | 54.2M | 54.0M | 54.3M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| EXPO | $3.5B | 32.9× | — | 6.0× | 4.2% | — | 18.2% | 27.2% | 27.2% | — | 340 |
Peers = companies sharing EXPO's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.