Industrials · General Industrial Machinery & Equipment, NEC · Nasdaq · CIK 1837240 · FYE Sep 26 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $40.34Day −4.72%Mkt cap $4.4B1Y −20.4%Off 52W high −54.1%Vol (1Y) 86.4%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,032 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Short interest14.5% of sh out |
| Days to cover9.7d |
| 13F net flow (QoQ)−23.24% |
| Top-10 13F concentration77.3% |
| Next report (est.)2026-08-05 |
Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.
| Sales (TTM)$2.52B |
| Earnings (TTM)-$7.4M |
| ROE−8.1% |
| Net margin−0.8% |
| Sales growth 3Y55.9% |
Screener basis: ratios from the latest reported fiscal year; Sales/Earnings are trailing twelve months in the reporting currency (USD). The P/E is a trailing FULL-YEAR P/E, not TTM. Missing lines are absent from the filings, never imputed.
| YTD−32.2% |
| 1Y−20.4% |
| 3Y−36.5% |
| Since incept. (ann.)+35.1% |
Total return through 2026-07-29 · series begins 2022-06-09. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)86.4% |
| Ann. volatility (3Y)94.1% |
| Sharpe (1Y)0.09 |
| Sharpe (3Y)0.44 |
| Max drawdown (1Y)−55.8% |
| Max drawdown (3Y)−72.5% |
| Beta (3Y vs SPY)2.65 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 39.8M | $2.1B | — | +0.0% |
| Walmart Inc. | 15.0M | $798M | — | +0.0% |
| BAILLIE GIFFORD & CO | 12.5M | $664M | — | +0.3% |
| SVF Sponsor III (DE) LLC | 5.6M | $297M | — | +0.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $201M | — | new |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | $155M | — | new |
| MORGAN STANLEY | 2.3M | $124M | — | −7.9% |
| JPMORGAN CHASE & CO | 2.4M | $112M | — | +8.7% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|---|---|---|---|---|
| 2026-03-28 | 2026-05-06 | $0.01 | — | $676.5M | +23.1% |
| 2025-12-27 | 2026-02-04 | $0.02 | — | $630.0M | +29.4% |
| 2025-09-27 | 2025-11-24 | — | — | $618.5M | +9.5% |
| 2025-06-28 | 2025-08-06 | −$0.05 | — | $592.1M | +25.9% |
EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-08-05 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.
US 98% · Non Us 2%
geographic · each slice's share of TAGGED segment revenue in the latest annual filing (XBRL, as filed). Untagged revenue is excluded from the denominator, so slices need not sum to consolidated sales.
