Mettler-Toledo International (MTD)
Market Price (5/15/2026): $1041.63 | Market Cap: $21.1 BilSector: Health Care | Industry: Life Sciences Tools & Services
Mettler-Toledo International (MTD)
Market Price (5/15/2026): $1041.63Market Cap: $21.1 BilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 28% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 22%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% Stock buyback supportStock Buyback 3Y Total is 2.5 Bil Low stock price volatilityVol 12M is 32% Megatrend and thematic driversMegatrends include Automation & Robotics, and Precision Medicine. Themes include Factory Automation, Process / Warehouse Automation, Show more. | Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -106% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 23x Key risksMTD key risks include [1] prolonged economic weakness in key Chinese and European markets hindering margin recovery and [2] sales-damaging shipping delays caused by a new European logistics provider. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 28% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 22%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% |
| Stock buyback supportStock Buyback 3Y Total is 2.5 Bil |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Precision Medicine. Themes include Factory Automation, Process / Warehouse Automation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -106% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 23x |
| Key risksMTD key risks include [1] prolonged economic weakness in key Chinese and European markets hindering margin recovery and [2] sales-damaging shipping delays caused by a new European logistics provider. |
Qualitative Assessment
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1. Q1 2026 Earnings Disappointment Despite EPS Beat, Driven by Margin Pressure and Weak Organic Sales.
Mettler-Toledo's stock experienced a significant drop, including a 13.27% decline in premarket trading on May 8, 2026, despite reporting adjusted earnings per share (EPS) of $8.91, which surpassed the consensus estimate of $8.70 for Q1 2026. This negative market reaction was largely attributed to margin pressures; the company's gross margin decreased by 80 basis points year-over-year to 58.7%, significantly impacted by a 90 basis point headwind from incremental tariff costs, unfavorable currency effects, and changes in business mix. Additionally, local currency sales, excluding acquisitions, grew by only 1% in Q1 2026, indicating underlying weakness in organic growth despite overall reported sales increasing by 7.2% to $947.13 million.
2. Weakened Demand in Key Market Segments and Regions.
The company reported soft performance in core industrial sales due to customer delays stemming from increased market uncertainty. Europe also experienced softer market conditions, particularly within the chemical sector. While Asia/Rest of World saw local currency sales growth of 5% (including 4% in China), this was offset by flat local currency sales in the Americas and the aforementioned softness in Europe, contributing to the modest 1% overall local currency sales growth when excluding acquisitions. This regional and segment-specific weakness contributed to investor concerns about future growth prospects.
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Stock Movement Drivers
Fundamental Drivers
The -24.1% change in MTD stock from 1/31/2026 to 5/14/2026 was primarily driven by a -28.3% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5142026 | Change |
|---|---|---|---|
| Stock Price ($) | 1373.24 | 1041.91 | -24.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,942 | 4,090 | 3.8% |
| Net Income Margin (%) | 21.2% | 21.4% | 0.9% |
| P/E Multiple | 33.7 | 24.2 | -28.3% |
| Shares Outstanding (Mil) | 21 | 20 | 1.1% |
| Cumulative Contribution | -24.1% |
Market Drivers
1/31/2026 to 5/14/2026| Return | Correlation | |
|---|---|---|
| MTD | -24.1% | |
| Market (SPY) | 8.4% | 27.2% |
| Sector (XLV) | -4.9% | 41.7% |
Fundamental Drivers
The -26.4% change in MTD stock from 10/31/2025 to 5/14/2026 was primarily driven by a -31.6% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5142026 | Change |
|---|---|---|---|
| Stock Price ($) | 1416.29 | 1041.91 | -26.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,867 | 4,090 | 5.8% |
| Net Income Margin (%) | 21.5% | 21.4% | -0.3% |
| P/E Multiple | 35.3 | 24.2 | -31.6% |
| Shares Outstanding (Mil) | 21 | 20 | 2.0% |
| Cumulative Contribution | -26.4% |
Market Drivers
10/31/2025 to 5/14/2026| Return | Correlation | |
|---|---|---|
| MTD | -26.4% | |
| Market (SPY) | 10.3% | 34.6% |
| Sector (XLV) | 2.5% | 47.4% |
Fundamental Drivers
The -2.7% change in MTD stock from 4/30/2025 to 5/14/2026 was primarily driven by a -7.4% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5142026 | Change |
|---|---|---|---|
| Stock Price ($) | 1070.57 | 1041.91 | -2.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,872 | 4,090 | 5.6% |
| Net Income Margin (%) | 22.3% | 21.4% | -4.0% |
| P/E Multiple | 26.1 | 24.2 | -7.4% |
| Shares Outstanding (Mil) | 21 | 20 | 3.6% |
| Cumulative Contribution | -2.7% |
Market Drivers
4/30/2025 to 5/14/2026| Return | Correlation | |
|---|---|---|
| MTD | -2.7% | |
| Market (SPY) | 36.5% | 45.6% |
| Sector (XLV) | 6.2% | 55.7% |
Fundamental Drivers
The -30.1% change in MTD stock from 4/30/2023 to 5/14/2026 was primarily driven by a -36.4% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5142026 | Change |
|---|---|---|---|
| Stock Price ($) | 1491.50 | 1041.91 | -30.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,920 | 4,090 | 4.3% |
| Net Income Margin (%) | 22.3% | 21.4% | -3.9% |
| P/E Multiple | 38.0 | 24.2 | -36.4% |
| Shares Outstanding (Mil) | 22 | 20 | 9.5% |
| Cumulative Contribution | -30.1% |
Market Drivers
4/30/2023 to 5/14/2026| Return | Correlation | |
|---|---|---|
| MTD | -30.1% | |
| Market (SPY) | 86.9% | 48.9% |
| Sector (XLV) | 15.4% | 53.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MTD Return | 49% | -15% | -16% | 1% | 14% | -26% | -10% |
| Peers Return | 44% | -16% | -7% | 2% | 1% | -16% | -4% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| MTD Win Rate | 75% | 33% | 33% | 42% | 58% | 20% | |
| Peers Win Rate | 82% | 42% | 47% | 45% | 47% | 20% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| MTD Max Drawdown | -18% | -36% | -40% | -24% | -30% | -31% | |
| Peers Max Drawdown | -19% | -31% | -33% | -19% | -34% | -29% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TMO, DHR, A, WAT, RVTY. See MTD Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/14/2026 (YTD)
How Low Can It Go
| Event | MTD | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.5% | -18.8% |
| % Gain to Breakeven | 34.3% | 23.1% |
| Time to Breakeven | 114 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -26.7% | -9.5% |
| % Gain to Breakeven | 36.4% | 10.5% |
| Time to Breakeven | 129 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -23.1% | -33.7% |
| % Gain to Breakeven | 30.0% | 50.9% |
| Time to Breakeven | 65 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -16.4% | -19.2% |
| % Gain to Breakeven | 19.6% | 23.8% |
| Time to Breakeven | 22 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -15.0% | -12.2% |
| % Gain to Breakeven | 17.6% | 13.9% |
| Time to Breakeven | 39 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -13.5% | -6.8% |
| % Gain to Breakeven | 15.7% | 7.3% |
| Time to Breakeven | 23 days | 15 days |
In The Past
Mettler-Toledo International's stock fell -25.5% during the 2025 US Tariff Shock. Such a loss loss requires a 34.3% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | MTD | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.5% | -18.8% |
| % Gain to Breakeven | 34.3% | 23.1% |
| Time to Breakeven | 114 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -26.7% | -9.5% |
| % Gain to Breakeven | 36.4% | 10.5% |
| Time to Breakeven | 129 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -23.1% | -33.7% |
| % Gain to Breakeven | 30.0% | 50.9% |
| Time to Breakeven | 65 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -21.5% | -17.9% |
| % Gain to Breakeven | 27.5% | 21.8% |
| Time to Breakeven | 36 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -61.1% | -53.4% |
| % Gain to Breakeven | 156.8% | 114.4% |
| Time to Breakeven | 412 days | 1085 days |
In The Past
Mettler-Toledo International's stock fell -25.5% during the 2025 US Tariff Shock. Such a loss loss requires a 34.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Mettler-Toledo International (MTD)
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The **Thermo Fisher Scientific** of precision lab instruments and industrial scales.
Like **Cognex** for industrial product inspection, also providing precision scales for factories and supermarkets.
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- Laboratory Balances: Precision instruments used for highly accurate weighing in laboratory settings.
- Liquid Pipetting Solutions: Tools and systems for the precise and accurate transfer of liquids in scientific experiments.
- Automated Laboratory Reactors: Systems designed for automated synthesis, process development, and calorimetry experiments in labs.
- Titrators: Instruments that perform titrations to determine the concentration of a specific analyte in a sample.
- pH Meters: Devices used to measure the acidity or alkalinity (pH) of solutions.
- Process Analytics Sensors and Analyzer Technologies: Sensors and analytical systems deployed for real-time monitoring and control in industrial processes.
- Physical Value Analyzers: Instruments that measure various physical properties of substances, such as density, refractive index, and melting point.
- Thermal Analysis Systems: Equipment used to study how material properties change with temperature, including DSC, TGA, and TMA.
- LabX: A software platform specifically designed to manage and analyze data generated from laboratory instruments.
- Industrial Weighing Instruments: Robust scales and load cells designed for weighing applications in manufacturing, logistics, and other industrial environments.
- Automatic Dimensional Measurement and Data Capture Solutions: Systems that automatically measure the dimensions of objects and capture related data.
- Vehicle Scale Systems: Large, heavy-duty scales used for weighing trucks, trains, and other vehicles.
- Industrial Software: Software solutions tailored for industrial process control, data acquisition, and operational management.
- Metal Detection Systems: Equipment used to detect metallic contaminants in products, ensuring safety and quality.
- X-ray Inspection Systems: Advanced systems utilizing X-rays to detect foreign objects, product defects, or missing items within packaged goods.
- Checkweighing Systems: High-speed scales that verify product weight on a production line, ensuring compliance and minimizing waste.
- Camera-based Imaging Equipment: Vision systems employed for quality inspection, sorting, and identification tasks in industrial production.
- Track-and-Trace Solutions: Systems that enable the tracking of individual products throughout the supply chain for authenticity, recall management, and logistics.
- Networked Retail Scales and Software: Point-of-sale scales that connect to a network, often found in supermarkets, integrated with retail management software.
- Stand-alone Retail Scales: Individual scales used in retail environments for weighing products at the counter.
- Automated Packaging and Labeling Solutions: Systems designed to automatically package and apply labels to fresh goods in retail settings.
AI Analysis | Feedback
Mettler-Toledo International (MTD) primarily sells its precision instruments and services to other companies, organizations, and institutions (B2B model).
The provided background information does not list specific names of customer companies. However, it identifies the major customer segments and industries that MTD serves, which can be considered its major customers by type:
- The life science industry, independent research organizations, and testing labs
- Food and beverage manufacturers
- Food retailers
- Chemical, specialty chemical, and cosmetics companies
- Transportation and logistics, metals, and electronics industries
- The academic community
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Patrick Kaltenbach, Chief Executive Officer
Patrick Kaltenbach joined Mettler-Toledo International Inc. in January 2021 and was appointed President and Chief Executive Officer in April 2021. Prior to Mettler-Toledo, he served as the lead of the Life Sciences Segment at Becton Dickinson starting in 2018. From 2014 to 2018, he was President of the Life Sciences and Applied Markets Group at Agilent. He previously held various leadership roles of increasing responsibility at Agilent and its predecessor company, Hewlett Packard, since he joined in 1991. Mr. Kaltenbach is also on the Board of Directors at Analytical Life Science & Diagnostics Association.
Shawn P. Vadala, Chief Financial Officer
Shawn P. Vadala has served as Mettler-Toledo International Inc.'s Chief Financial Officer since January 2014, having joined the company in 1997. Before his tenure as CFO, he served as Group Controller until November 2013. Prior to joining Mettler-Toledo, Mr. Vadala worked at PricewaterhouseCoopers in both Boston and Zurich.
Stefan Heiniger, Head of Laboratory Division
Stefan Heiniger joined Mettler-Toledo International Inc. in January 2018 as Head LabTec and was appointed Head of Laboratory Division in January 2023. Prior to his time at METTLER TOLEDO, Mr. Heiniger served as CEO of Aebi Schmidt Group, which is a global provider of smart vehicle systems and services.
Elena Markwalder, Head of Industrial Division
Elena Markwalder joined Mettler-Toledo International Inc. in 2017 as the Head of the Standard Industrial business and was appointed Head of Industrial Division in January 2020. Before joining the company, Ms. Markwalder held various management positions.
Oliver Wittorf, Head of Product Inspection, Retail and Global Supply Chain
Oliver Wittorf joined Mettler-Toledo International Inc. in 2004 and has since held various leadership positions in Operations, Supply Chain Management, and IT across Switzerland, the U.S., and China. He was appointed Head of Global Supply Chain Management in 2010. He took on additional responsibilities for Information Technology in January 2017, the Retail Division in 2020, and the Product Inspection Division in 2026. Prior to joining the company, Mr. Wittorf worked for a corporate finance advisory firm in Switzerland.
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The key risks to Mettler-Toledo International Inc.'s (MTD) business include:
- Tariffs and Trade Policies: Persistent and escalating global tariff costs pose a significant headwind, directly eroding profitability and impacting gross and operating margins. Mettler-Toledo's management has anticipated additional headwinds to Adjusted Earnings Per Share (EPS) growth due to higher tariff costs, necessitating mitigation efforts through pricing and supply chain adjustments.
- Macroeconomic and Geopolitical Uncertainty: The company faces threats from the current economic climate, including potential recessions in key markets and geopolitical tensions. These uncertainties can lead to reduced capital spending by customers, supply chain challenges, and currency volatility, all of which impact Mettler-Toledo's sales and profitability.
- Weakness in Key Geographic Markets and High-Value Segments: Mettler-Toledo has experienced slower sales growth in regions such as Asia, particularly China, which is a critical long-term growth driver for the industry. Furthermore, the company's strong focus on high-value segments like life sciences and industrial applications, while beneficial for margins, exposes it to risks associated with downturns or shifts within these specific markets.
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Mettler-Toledo International (MTD) operates in several precision instrument markets globally.
For its **laboratory instruments**, which include a range of analytical tools such as laboratory balances, titrators, pH meters, and thermal analysis systems, the global analytical instrumentation market size was valued at approximately USD 58.96 billion in 2025. This market is projected to grow to USD 98.68 billion by 2034.
In the segment of **industrial instruments**, encompassing industrial weighing instruments and vehicle scale systems, the global industrial weighing equipment market was valued at USD 5.2 billion in 2025. It is estimated to grow to USD 9.9 billion by 2036.
For its **product inspection systems**, which comprise metal detection, x-ray, and checkweighing equipment, the global inspection equipment market size was valued at USD 1.8 billion in 2025. This market is projected to increase from USD 1.89 billion in 2026 to USD 3.05 billion by 2034.
Concerning its **retail weighing solutions**, including networked and stand-alone scales, and automated packaging and labeling solutions, the global retail scales market was valued at US$ 2.7 billion in 2024. This market is projected to grow to US$ 4.6 billion by 2034.
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Mettler-Toledo International (MTD) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market opportunities. Here are 5 expected drivers of future revenue growth:- Growth in Product Inspection Segment: The company's Product Inspection segment has demonstrated strong performance, with an 8% growth in local currency sales in Q2 2025 and significant contributions to Mettler-Toledo's market position. This segment is expected to continue contributing robustly to overall revenue.
- Expansion of Service Portfolio: Mettler-Toledo is focusing on expanding its service portfolio, which saw an 8% growth in Q4 2025, reaching $1 billion in annual sales for the first time. The company notes that only about one-third of its serviceable installed base is currently penetrated, indicating substantial room for further expansion and recurring revenue growth.
- Product Innovation and New Product Introductions: The launch of new and innovative products, such as the Vero electronic pipette and X3 Series X-ray solutions, is driving differentiation in laboratory and product inspection markets. These introductions are part of a continuous pipeline aimed at enhancing automation and efficiency for customers, thereby fueling growth in both new and existing markets.
- Opportunities in Bioprocessing and Onshoring: Mettler-Toledo remains optimistic about growth opportunities within the bioprocessing sector and from global onshoring trends. The life sciences sector, which accounts for 40% of the company's revenue, along with strong bioprocessing activities in laboratories, are key areas benefiting from these trends.
- Investments in Automation and Digitalization: The company views investments in automation and digitalization as crucial drivers for future revenue and profitability. By capitalizing on these advancements, Mettler-Toledo aims to enhance efficiency and maintain market share gains in a dynamic environment.
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Share Repurchases
- Mettler-Toledo International repurchased 104,192 shares for US$143.75 million between October 1, 2025, and December 31, 2025, under its ongoing buyback program.
- As of September 30, 2025, Mettler-Toledo's Board of Directors authorized an additional $2.75 billion for its share repurchase program, supplementing the $1.1 billion that remained.
- Free cash flow of $908 million in 2023 was primarily utilized for share repurchases.
Outbound Investments
- Mettler-Toledo International has completed 7 acquisitions, with peak activity in 2020, 2021, and 2023.
- In 2023, the company acquired Acme Scale, a provider of industrial scales and calibration services.
- Acquisitions contributed to a 1% benefit in local currency sales in the fourth quarter of 2025, and a 3% benefit to local currency sales in the Americas in Q4 2025.
Capital Expenditures
- Mettler-Toledo International's capital expenditures for the latest twelve months amounted to $107.1 million.
- From fiscal years ending December 2021 to 2025, the company's capital expenditures averaged $109 million.
- Capital expenditures reached a 5-year peak of $121.2 million in December 2022 and a 5-year low of $103.9 million in December 2024.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEHC | GE HealthCare Technologies | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | IQV | IQVIA | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | UHS | Universal Health Services | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | ABT | Abbott Laboratories | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | ZBIO | Zenas BioPharma | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 05312025 | MTD | Mettler-Toledo International | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 27.8% | 10.5% | -1.2% |
| 10312023 | MTD | Mettler-Toledo International | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 24.8% | 32.2% | -1.6% |
| 10312022 | MTD | Mettler-Toledo International | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 20.1% | -22.1% | -23.9% |
| 04302022 | MTD | Mettler-Toledo International | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -1.0% | 16.7% | -15.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 248.88 |
| Mkt Cap | 29.7 |
| Rev LTM | 5,577 |
| Op Inc LTM | 1,291 |
| FCF LTM | 893 |
| FCF 3Y Avg | 1,087 |
| CFO LTM | 1,149 |
| CFO 3Y Avg | 1,322 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.1% |
| Rev Chg 3Y Avg | 0.9% |
| Rev Chg Q | 7.0% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Inc Chg LTM | -1.5% |
| Op Inc Chg 3Y Avg | -4.6% |
| Op Mgn LTM | 18.7% |
| Op Mgn 3Y Avg | 20.5% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 19.7% |
| CFO/Rev 3Y Avg | 22.1% |
| FCF/Rev LTM | 16.0% |
| FCF/Rev 3Y Avg | 17.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 29.7 |
| P/S | 4.6 |
| P/Op Inc | 23.2 |
| P/EBIT | 23.1 |
| P/E | 28.2 |
| P/CFO | 21.5 |
| Total Yield | 3.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -10.5% |
| 3M Rtn | -10.5% |
| 6M Rtn | -22.6% |
| 12M Rtn | -0.6% |
| 3Y Rtn | -15.0% |
| 1M Excs Rtn | -17.4% |
| 3M Excs Rtn | -20.3% |
| 6M Excs Rtn | -33.0% |
| 12M Excs Rtn | -31.6% |
| 3Y Excs Rtn | -99.8% |
Price Behavior
| Market Price | $1,041.91 | |
| Market Cap ($ Bil) | 21.2 | |
| First Trading Date | 11/14/1997 | |
| Distance from 52W High | -30.8% | |
| 50 Days | 200 Days | |
| DMA Price | $1,247.23 | $1,333.00 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -16.5% | -21.8% |
| 3M | 1YR | |
| Volatility | 42.8% | 31.9% |
| Downside Capture | 127.82 | 122.73 |
| Upside Capture | -15.54 | 77.61 |
| Correlation (SPY) | 28.3% | 40.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.20 | 1.08 | 0.89 | 0.99 | 1.28 | 1.06 |
| Up Beta | 1.21 | 1.45 | 1.12 | 1.07 | 1.64 | 1.08 |
| Down Beta | -0.64 | 1.02 | 1.04 | 0.81 | 1.17 | 1.07 |
| Up Capture | 54% | 59% | 48% | 81% | 111% | 69% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 10 | 20 | 30 | 58 | 125 | 377 |
| Down Capture | 412% | 129% | 103% | 114% | 117% | 104% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 12 | 23 | 34 | 67 | 126 | 375 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTD | |
|---|---|---|---|---|
| MTD | -10.2% | 32.3% | -0.30 | - |
| Sector ETF (XLV) | 13.2% | 15.0% | 0.62 | 54.8% |
| Equity (SPY) | 29.1% | 12.0% | 1.83 | 40.4% |
| Gold (GLD) | 42.9% | 26.8% | 1.30 | 3.8% |
| Commodities (DBC) | 44.5% | 18.5% | 1.84 | -22.3% |
| Real Estate (VNQ) | 12.1% | 13.4% | 0.60 | 36.7% |
| Bitcoin (BTCUSD) | -23.7% | 41.7% | -0.54 | 16.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTD | |
|---|---|---|---|---|
| MTD | -3.7% | 31.9% | -0.07 | - |
| Sector ETF (XLV) | 5.1% | 14.6% | 0.17 | 60.0% |
| Equity (SPY) | 13.7% | 17.1% | 0.63 | 59.4% |
| Gold (GLD) | 20.0% | 17.9% | 0.91 | 8.4% |
| Commodities (DBC) | 10.7% | 19.4% | 0.44 | 5.7% |
| Real Estate (VNQ) | 3.2% | 18.8% | 0.07 | 51.2% |
| Bitcoin (BTCUSD) | 6.8% | 55.9% | 0.33 | 19.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTD | |
|---|---|---|---|---|
| MTD | 11.3% | 29.6% | 0.42 | - |
| Sector ETF (XLV) | 9.6% | 16.5% | 0.47 | 63.5% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 63.5% |
| Gold (GLD) | 13.4% | 15.9% | 0.69 | 4.4% |
| Commodities (DBC) | 8.3% | 17.9% | 0.38 | 13.4% |
| Real Estate (VNQ) | 5.3% | 20.7% | 0.22 | 48.8% |
| Bitcoin (BTCUSD) | 67.9% | 66.9% | 1.07 | 14.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | -14.8% | -21.0% | |
| 2/5/2026 | -0.7% | -1.8% | -9.7% |
| 11/6/2025 | -0.0% | -1.9% | -4.7% |
| 8/1/2025 | 2.9% | 4.9% | 6.6% |
| 5/1/2025 | 4.1% | 4.3% | 8.0% |
| 11/7/2024 | -7.2% | -12.3% | -9.2% |
| 8/1/2024 | -4.9% | -7.9% | -5.0% |
| 5/9/2024 | 17.0% | 18.6% | 11.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 10 | 11 |
| # Negative | 14 | 14 | 12 |
| Median Positive | 4.0% | 4.5% | 8.0% |
| Median Negative | -2.2% | -5.0% | -7.7% |
| Max Positive | 17.0% | 18.6% | 18.6% |
| Max Negative | -14.8% | -21.0% | -15.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/06/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/07/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Local Currency Sales Growth | 3.0% | 0 | 0 | Same New | Actual: 3.0% for Q1 2026 | ||
| Q2 2026 Adjusted EPS | 10.7 | 10.8 | 10.8 | 24.2% | Higher New | Actual: 8.68 for Q1 2026 | |
| 2026 Local Currency Sales Growth | 4.0% | 0 | 0 | Affirmed | Guidance: 4.0% for 2026 | ||
| 2026 Adjusted EPS | 46.3 | 46.6 | 47 | 0.5% | Raised | Guidance: 46.4 for 2026 | |
Prior: Q4 2025 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Local Currency Sales Growth | 3.0% | 0.0% | Same New | Actual: 3.0% for Q4 2025 | |||
| Q1 2026 Adjusted EPS | 8.6 | 8.68 | 8.75 | ||||
| Q1 2026 Adjusted EPS Growth | 5.0% | 6.0% | 7.0% | 100.0% | 3.0% | Higher New | Actual: 3.0% for Q4 2025 |
| 2026 Local Currency Sales Growth | 4.0% | 0.0% | Affirmed | Guidance: 4.0% for 2026 | |||
| 2026 Adjusted EPS | 46 | 46.4 | 46.7 | 1.5% | Raised | Guidance: 45.7 for 2026 | |
| 2026 Adjusted EPS Growth | 8.0% | 8.5% | 9.0% | 0.0% | 0.0% | Affirmed | Guidance: 8.5% for 2026 |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vadala, Shawn | Chief Financial Officer | Direct | Sell | 2112026 | 1410.12 | 800 | 1,128,096 | 7,456,715 | Form |
| 2 | De, La Guerroniere Marc | Head of Eur & NA Market Orgs | Direct | Sell | 11262025 | 1488.18 | 6,055 | 9,010,900 | 278,289 | Form |
| 3 | Vadala, Shawn | Chief Financial Officer | Direct | Sell | 11262025 | 1511.00 | 1,000 | 1,511,000 | 7,990,168 | Form |
| 4 | Vadala, Shawn | Chief Financial Officer | Direct | Sell | 11262025 | 1452.00 | 1,025 | 1,488,300 | 7,678,176 | Form |
| 5 | Keller, Gerry | Head of Process Analytics | Direct | Sell | 11252025 | 1418.58 | 236 | 334,785 | 225,554 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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