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Held by 554 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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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 $144.89 today, the market must believe free cash flow compounds 10.8%/yr for a decade (off $387M normalized FCF).
The market's 10.8% is more optimistic than its 9-yr track record.
2-stage DCF · 0.06B shares · net debt $621M
mean 53.2% · volatility σ 155% · implied rate exceeded in 4/9 yrs
Central path = implied 10.8%/yr growth; shaded band = ±1σ (155%) 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.
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.
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 | FY2024 | FY2023 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.42B 100.0% | $10.73B 100.0% | $9.66B 100.0% | $8.28B 100.0% | $7.74B 100.0% | $6.86B 100.0% | $8.38B 100.0% | $7.71B 100.0% | $6.83B 100.0% | $6.28B 100.0% |
| Cost of Revenue | $8.60B 82.5% | $8.76B 81.6% | $7.98B 82.6% | $7.23B 87.3% | $6.47B 83.6% | $5.74B 83.7% | $6.86B 81.9% | $6.35B 82.4% | $5.66B 82.8% | $5.22B 83.2% |
| Gross Profit | $1.82B 17.5% | $1.97B 18.4% | $1.68B 17.4% | $1.05B 12.7% | $1.27B 16.4% | $1.12B 16.3% | $1.52B 18.1% | $1.36B 17.6% | $1.18B 17.3% | $1.06B 16.8% |
| Research & Development | $173.7M 1.7% | $169.1M 1.6% | $133.6M 1.4% | $113.4M 1.4% | $103.1M 1.3% | $103.9M 1.5% | $99.0M 1.2% | $99.3M 1.3% | $98.0M 1.4% | $103.1M 1.6% |
| Selling, General & Admin | $818.7M 7.9% | $852.4M 7.9% | $810.4M 8.4% | $662.8M 8.0% | $666.5M 8.6% | $620.6M 9.1% | $683.5M 8.2% | $664.3M 8.6% | $664.7M 9.7% | $612.4M 9.8% |
| Total Operating Expenses | $879.5M 8.4% | $958.7M 8.9% | $843.2M 8.7% | $682.1M 8.2% | $676.1M 8.7% | $631.6M 9.2% | $720.4M 8.6% | $702.6M 9.1% | $710.5M 10.4% | $691.8M 11.0% |
| Operating Income | $939.5M 9.0% | $1.01B 9.4% | $837.6M 8.7% | $372.3M 4.5% | $592.1M 7.7% | $484.8M 7.1% | $797.0M 9.5% | $656.0M 8.5% | $470.3M 6.9% | $364.0M 5.8% |
| Interest Expense | $117.6M 1.1% | $119.5M 1.1% | $68.6M 0.7% | $53.4M 0.6% | $48.2M 0.6% | $59.3M 0.9% | $54.4M 0.6% | $70.9M 0.9% | $59.8M 0.9% | $60.4M 1.0% |
| Interest & Investment Income | $8.7M 0.1% | $7.6M 0.1% | $14.8M 0.2% | $9.5M 0.1% | $3.5M 0.0% | $7.5M 0.1% | $6.8M 0.1% | $15.3M 0.2% | $4.9M 0.1% | $2.1M 0.0% |
| Other Income (Expense), net | $11.4M 0.1% | $4.2M 0.0% | $13.8M 0.1% | -$52.8M -0.6% | -$2.1M -0.0% | $2.2M 0.0% | $1.3M 0.0% | -$5.8M -0.1% | -$4.1M -0.1% | $1.3M 0.0% |
| Pretax Income | $842.0M 8.1% | $903.0M 8.4% | $797.6M 8.3% | $275.6M 3.3% | $545.3M 7.0% | $435.2M 6.3% | $750.7M 9.0% | $594.6M 7.7% | $411.3M 6.0% | $307.0M 4.9% |
| Income Tax Expense | $191.5M 1.8% | $210.0M 2.0% | $190.0M 2.0% | $97.5M 1.2% | $36.4M 0.5% | $111.9M 1.6% | $171.3M 2.0% | $123.8M 1.6% | $127.2M 1.9% | $92.4M 1.5% |
| Net Income | $647.0M 6.2% | $681.4M 6.4% | $598.0M 6.2% | $173.9M 2.1% | $508.9M 6.6% | $321.5M 4.7% | $579.4M 6.9% | $471.9M 6.1% | $285.6M 4.2% | $216.4M 3.4% |
| Per Share | ||||||||||
| EPS (Basic) | — | — | — | — | — | — | — | $6.38 | $3.82 | $2.94 |
| EPS (Diluted) | — | — | — | — | — | — | — | $6.29 | $3.77 | $2.91 |
| Weighted Avg Shares (Basic) | 64.2M | 65.5M | 65.4M | 65.7M | 68.5M | 68.1M | 69.8M | 74.0M | 74.7M | 73.6M |
| Weighted Avg Shares (Diluted) | 64.6M | 65.8M | 65.9M | 66.1M | 69.2M | 68.8M | 70.6M | 75.0M | 75.8M | 74.4M |
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.
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 lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage rising year-over-year.
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 21% of free cash flow, leaving room to grow it and fund buybacks. Last year: $130M dividends + $278M buybacks = $408M returned on $618M FCF.
9 consecutive years of dividend increases · 12%/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 balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 11%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~10.7% on $1.1B of debt.
Cash of $480M fully covers short-term debt of $600000.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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.
Where each multiple sits in its own 14-yr range · 91th pct blended
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?
FY2026 · 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
High operating leverage: profit moved 2.5× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 82.4 | 81.9 | 83.7 | 83.6 | 87.3 | 82.6 | 81.6 | 82.5 |
| Gross Profit | 17.6 | 18.1 | 16.3 | 16.4 | 12.7 | 17.4 | 18.4 | 17.5 |
| R&D | 1.3 | 1.2 | 1.5 | 1.3 | 1.4 | 1.4 | 1.6 | 1.7 |
| SG&A | 8.6 | 8.2 | 9.1 | 8.6 | 8.0 | 8.4 | 7.9 | 7.9 |
| Operating Income | 8.5 | 9.5 | 7.1 | 7.7 | 4.5 | 8.7 | 9.4 | 9.0 |
| Income Tax | 1.6 | 2.0 | 1.6 | 0.5 | 1.2 | 2.0 | 2.0 | 1.8 |
| Net Income | 6.1 | 6.9 | 4.7 | 6.6 | 2.1 | 6.2 | 6.4 | 6.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on OSK: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 |
| OSK | $9.1B | — | 8.3× | 0.9× | -2.9% | 17.5% | 6.2% | 14.3% | 11.5% | 0.9× | 554 |
Peers = companies sharing OSK'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.