Industrials · Services-Miscellaneous Equipment Rental & Leasing · Nasdaq · CIK 1647088 · FYE Dec 31 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $24.12Day −6.22%Mkt cap $4.7B1Y −21.7%Off 52W high −24.3%Vol (1Y) 52.8%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,170 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Price impliesHEROIC · 30.5% growth |
| Short interest10.2% of sh out |
| Days to cover10.3d |
| 13F net flow (QoQ)+4.37% |
| Top-10 13F concentration49.4% |
| Next report (est.)2026-08-06 |
Fair value, confidence and the reverse-DCF grade are the MATERIALIZED daily snapshot (the same columns the screener serves), not a live model run. 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)$2.27B |
| Earnings (TTM)-$67.9M |
| ROE−5.7% |
| Net margin−2.3% |
| ROIC15.5% |
| Sales growth 3Y2.1% |
| YTD+28.9% |
| 1Y−21.7% |
| 3Y−48.8% |
| 5Y−13.9% |
| Since incept. (ann.)+10.3% |
Total return through 2026-07-29 · series begins 2017-11-30. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)52.8% |
| Ann. volatility (3Y)45.7% |
| Sharpe (1Y)−0.24 |
| Sharpe (3Y)−0.26 |
| Max drawdown (1Y)−52.5% |
| Max drawdown (3Y)−70.7% |
| Beta (3Y vs SPY)2.07 |
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 |
|---|---|---|---|---|
| FMR LLC | 27.1M | $470M | — | +9.4% |
| BlackRock, Inc. | 21.5M | $373M | — | +0.8% |
| JPMORGAN CHASE & CO | 10.1M | $168M | — | −0.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.3M | $161M | — | new |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.9M | $137M | — | new |
| TURTLE CREEK ASSET MANAGEMENT INC. | 7.9M | $137M | — | +27.3% |
| T. Rowe Price Investment Management, Inc. | 6.8M | $119M | — | −2.5% |
| Coliseum Capital Management, LLC | 6.2M | $108M | — | +21.7% |
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 suppressed: the summed institutional 13F holdings (219,429,345) exceed the latest reported shares-outstanding count (180,994,679) by more than securities-lending double counting can explain (FINRA short interest 24,839,571 shares at 2026-04-30), so the share count is stale or wrong (common for annual 20-F foreign private issuers after a share issuance) and a percentage would be fabricated. Holder share counts are shown as filed.
| Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $0.15 | −34.8% | $548.6M | −2.0% |
| 2025-12-31 | 2026-02-19 | — | — | $566.0M | −6.1% |
| 2025-09-30 | 2025-11-06 | $0.24 | — | $566.8M | −5.8% |
| 2025-06-30 | 2025-07-31 | $0.26 | — | $589.1M | −2.6% |
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 2026-08-06 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.
Reportable 100%
business segments · 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.
