Industrials · General Industrial Machinery & Equipment, NEC · Nasdaq · CIK 1816581 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $38.42 · Day +1.24% · Mkt cap $2.8B · 1Y +29.3% · Off 52W high −39.8% · Vol (1Y) 106.7% Price2023-08-21 → 2026-08-21 OUST close: $5.9 on 2023-08-21 to $38.4 on 2026-08-21. Split-adj closes · 240 of 1,361 · price returnⓘ At a glance | Short interest8.5% of sh out | | Days to cover1.8d | | 13F net flow (QoQ)+1.26% | | Top-10 13F concentration56.9% | | Next report (est.)2026-11-05 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | Sales (TTM)$204.9M | | Earnings (TTM)-$53.3M | | ROE−27.3% | | Net margin−35.6% | | ROIC−188.5% | | Sales growth 3Y60.4% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+77.5% | | 1Y+29.3% | | 3Y+554.5% | | 5Y−57.8% | | Since incept. (ann.)−17.1% |
Total return · from 2021-03-16ⓘ Risk | Ann. volatility (1Y)106.7% | | Ann. volatility (3Y)101.3% | | Sharpe (1Y)0.77 | | Sharpe (3Y)1.11 | | Max drawdown (1Y)−55.2% | | Max drawdown (3Y)−64.0% | | Beta (3Y vs SPY)4.27 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 5.3M | $97M | 8.42% | +3.0% | | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $49M | 4.24% | new | | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $33M | 2.82% | new | | STATE STREET CORP | 1.6M | $30M | 2.60% | +3.3% | | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $27M | 2.31% | +2.0% | | Penn Capital Management Company, LLC | 969,605 | $18M | 1.54% | +25.1% | | Tao Capital Management LP | 845,316 | $16M | 1.35% | +0.0% | | D. E. Shaw & Co., Inc. | 842,089 | $15M | 1.34% | −1.2% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-08-06 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-08-06 | −$0.27 | — | $54.6M | +55.9% | | 2026-03-31 | 2026-05-05 | −$0.28 | — | $48.6M | +48.9% | | 2025-12-31 | 2026-03-02 | $0.10 | — | $62.2M | +106.6% | | 2025-09-30 | 2025-11-04 | −$0.37 | — | $39.5M | +40.8% |
As-reported XBRL · next 2026-11-05 est.ⓘ Segment mixFY2025 (ended Dec 2025) Reportable 100% business · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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