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Strong institutional distribution: ownership decreased -89.45% quarter-over-quarter.
Data as of Q1 2026
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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 | $29.49T | — | — | — | — | — | — | — | — | — | 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 | $259.8B | 39.0× | 18.5× | 2.9× | 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 | $167.6B | 23.6× | 16.1× | 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 | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -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 | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 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 | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -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 |
| HI | — | — | — | — | -16.0% | 33.7% | 1.6% | 3.1% | 1.5% | — | 3 |
Peers = companies sharing HI'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.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.67B 100.0% | $3.18B 100.0% | $2.83B 100.0% | $2.32B 100.0% | $2.24B 100.0% | $2.52B 100.0% | $1.81B 100.0% | $1.77B 100.0% | $1.59B 100.0% | $1.54B 100.0% |
| Cost of Revenue | $1.77B 66.3% | $2.13B 66.8% | $1.88B 66.4% | $1.55B 67.0% | $1.51B 67.3% | $1.70B 67.7% | $1.18B 65.5% | $1.13B 63.7% | $999.4M 62.8% | $967.8M 62.9% |
| Cost of Products | — | — | — | — | — | — | — | $1.13B 63.7% | $998.9M 62.8% | $967.8M 62.9% |
| Gross Profit | $900.8M 33.7% | $1.06B 33.2% | $948.2M 33.6% | $763.8M 33.0% | $732.3M 32.7% | $813.3M 32.3% | $623.0M 34.5% | $642.1M 36.3% | $590.8M 37.2% | $570.6M 37.1% |
| Research & Development | $34.1M 1.3% | $36.7M 1.2% | $25.4M 0.9% | $19.8M 0.9% | $20.3M 0.9% | $18.6M 0.7% | $10.6M 0.6% | $11.7M 0.7% | $11.9M 0.7% | $12.6M 0.8% |
| Total Operating Expenses | — | — | $574.0M 20.3% | $442.7M 19.1% | $451.6M 20.1% | $538.2M 21.4% | $379.7M 21.0% | $378.9M 21.4% | $343.5M 21.6% | $346.5M 22.5% |
| Interest Expense | $94.5M 3.5% | $121.5M 3.8% | $77.7M 2.7% | $64.3M 2.8% | $74.3M 3.3% | $77.4M 3.1% | $27.4M 1.5% | $23.3M 1.3% | $25.2M 1.6% | $25.3M 1.6% |
| Interest & Investment Income | — | — | — | — | — | — | $1.1M 0.1% | $1.4M 0.1% | $900K 0.1% | $1.2M 0.1% |
| Other Income (Expense), net | — | — | — | $8.4M 0.4% | $300K 0.0% | $4.0M 0.2% | -$6.7M -0.4% | $200K 0.0% | -$4.6M -0.3% | -$1.7M -0.1% |
| Pretax Income | -$2.4M -0.1% | -$139.4M -4.4% | $216.9M 7.7% | $314.0M 13.6% | $353.8M 15.8% | -$18.5M -0.7% | $176.7M 9.8% | $146.5M 8.3% | $188.3M 11.8% | $164.1M 10.7% |
| Income Tax Expense | -$54.5M -2.0% | $64.8M 2.0% | $102.8M 3.6% | $84.0M 3.6% | $78.6M 3.5% | $34.9M 1.4% | $50.5M 2.8% | $65.3M 3.7% | $59.9M 3.8% | $47.3M 3.1% |
| Net Income | $43.1M 1.6% | -$211.0M -6.6% | $569.7M 20.2% | $208.9M 9.0% | $249.9M 11.1% | -$53.4M -2.1% | $126.2M 7.0% | $81.2M 4.6% | $128.4M 8.1% | $116.8M 7.6% |
| Per Share | ||||||||||
| EPS (Basic) | $0.61 | $-3.00 | $8.16 | $2.91 | $3.34 | $-0.82 | $1.93 | $1.21 | $1.99 | $1.78 |
| EPS (Diluted) | $0.61 | $-3.00 | $8.13 | $2.89 | $3.31 | $-0.82 | $1.92 | $1.20 | $1.97 | $1.77 |
| Weighted Avg Shares (Basic) | 70.7M | 70.4M | 69.8M | 71.7M | 74.9M | 73.4M | 62.9M | 63.1M | 63.6M | 63.3M |
| Weighted Avg Shares (Diluted) | 70.8M | 70.4M | 70.1M | 72.2M | 75.4M | 73.4M | 63.3M | 63.8M | 64.0M | 63.8M |
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.
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.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. 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.
Free-cash-flow coverage unavailable. Last year: $63M dividends + $0 buybacks = $63M returned.
2 consecutive years of dividend increases · 1%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. Current ROIC on all capital: 1%. 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.
Cash of $165M covers the $23M due within a year 7.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-30 (10-K).
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.” Effective rate ~6.2% on $1.5B of debt.
Cash of $165M fully covers short-term debt of $23M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
No current price collected.
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 14-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 63.7 | 65.5 | 67.7 | 67.3 | 67.0 | 66.4 | 66.8 | 66.3 |
| Gross Profit | 36.3 | 34.5 | 32.3 | 32.7 | 33.0 | 33.6 | 33.2 | 33.7 |
| R&D | 0.7 | 0.6 | 0.7 | 0.9 | 0.9 | 0.9 | 1.2 | 1.3 |
| Income Tax | 3.7 | 2.8 | 1.4 | 3.5 | 3.6 | 3.6 | 2.0 | -2.0 |
| Net Income | 4.6 | 7.0 | -2.1 | 11.1 | 9.0 | 20.2 | -6.6 | 1.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.