Industrials · Metalworkg Machinery & Equipment · NYSE · CIK 88205 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $207.20 · Day +1.33% · Mkt cap $10.4B · P/E (FY) 41.2× · 1Y +11.2% · Off 52W high −17.5% · Vol (1Y) 40.7% Price2023-08-21 → 2026-08-21 SPXC close: $78 on 2023-08-21 to $207 on 2026-08-21. Split-adj closes · 240 of 5,311 · price returnⓘ At a glance | Short interest2.7% of sh out | | Days to cover2.0d | | 13F net flow (QoQ)+4.07% | | Top-10 13F concentration47.5% | | Next report (est.)2026-10-29 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)41.2× | | Sales (TTM)$2.48B | | Earnings (TTM)$278.9M | | ROE13.5% | | Net margin10.8% | | ROIC17.5% | | Debt / equity0.00× | | Total debt / EBITDA0.01× | | Sales growth 3Y15.7% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+3.6% | | 1Y+11.2% | | 3Y+165.2% | | 5Y+231.6% | | 10Y+1016.4% | | Since incept. (ann.)+22.3% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)40.7% | | Ann. volatility (3Y)36.7% | | Sharpe (1Y)0.47 | | Sharpe (3Y)1.07 | | Max drawdown (1Y)−23.8% | | Max drawdown (3Y)−33.5% | | Beta (3Y vs SPY)1.52 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 6.2M | $1.2B | 12.49% | +1.4% | | Capital International Investors | 2.9M | $578M | 5.80% | +88.2% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $498M | 4.99% | new | | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $446M | 4.48% | new | | Invesco Ltd. | 1.9M | $382M | 3.83% | +10.2% | | STATE STREET CORP | 1.8M | $356M | 3.57% | +1.9% | | Capital World Investors | 1.7M | $349M | 3.50% | +28.6% | | FIRST TRUST ADVISORS LP | 1.4M | $272M | 2.73% | +181.4% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-30 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-27 | 2026-07-30 | $1.55 | +40.9% | $679.0M | +22.9% | | 2026-03-28 | 2026-04-30 | $1.19 | +9.2% | $566.8M | +17.4% | | 2025-12-31 | 2026-02-24 | $1.56 | +28.9% | $637.3M | +19.4% | | 2025-09-27 | 2025-10-30 | $1.28 | +20.8% | $592.8M | +22.6% |
As-reported XBRL · next 2026-10-29 est.ⓘ Segment mixFY2025 (ended Dec 2025) Segment Reporting 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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