Tearsheet

Preformed Line Products (PLPC)


Market Price (4/11/2026): $311.11 | Market Cap: $1.5 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Preformed Line Products (PLPC)


Market Price (4/11/2026): $311.11
Market Cap: $1.5 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%

Low stock price volatility
Vol 12M is 45%

Megatrend and thematic drivers
Megatrends include Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Grid Automation, Distributed Energy Resources, Show more.

Trading close to highs
Dist 52W High is -2.1%, Dist 3Y High is -2.1%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x

Stock price has recently run up significantly
12M Rtn12 month market price return is 129%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 57%

Key risks
PLPC key risks include [1] margin susceptibility to volatile costs and supply of essential raw materials like aluminum and steel, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%
1 Low stock price volatility
Vol 12M is 45%
2 Megatrend and thematic drivers
Megatrends include Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Grid Automation, Distributed Energy Resources, Show more.
3 Trading close to highs
Dist 52W High is -2.1%, Dist 3Y High is -2.1%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x
5 Stock price has recently run up significantly
12M Rtn12 month market price return is 129%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 57%
7 Key risks
PLPC key risks include [1] margin susceptibility to volatile costs and supply of essential raw materials like aluminum and steel, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Preformed Line Products (PLPC) stock has gained about 50% since 12/31/2025 because of the following key factors:

1. Strong Q4 2025 Earnings Beat and Robust Backlog Growth. Preformed Line Products reported fourth-quarter 2025 earnings per share (EPS) of $1.72, surpassing consensus estimates of $1.64 by $0.08. This came alongside an annual net sales increase of 13% for 2025, reaching $669.3 million. A significant indicator of future performance was the 22% increase in the order backlog to $232.8 million, demonstrating robust demand in its core markets.

2. Surging Demand for Energy and Communication Infrastructure. The company has been a direct beneficiary of a broader macroeconomic trend: unprecedented demand for electricity driven by the expansion of artificial intelligence (AI) data centers and ongoing electrification initiatives. The U.S. Energy Information Administration forecasts power growth from 2023 through 2027 to be the strongest since 2000, with data center demand alone potentially increasing fivefold to 176 gigawatts by 2035. This has led to substantial capital expenditures by utilities for grid modernization and expansion, which directly benefits PLPC as a key supplier of engineered solutions for these networks.

Show more

Stock Movement Drivers

Fundamental Drivers

The 51.2% change in PLPC stock from 12/31/2025 to 4/10/2026 was primarily driven by a 59.2% change in the company's P/E Multiple.
(LTM values as of)123120254102026Change
Stock Price ($)206.34311.9751.2%
Change Contribution By: 
Total Revenues ($ Mil)6636690.9%
Net Income Margin (%)5.6%5.3%-6.3%
P/E Multiple27.243.359.2%
Shares Outstanding (Mil)550.4%
Cumulative Contribution51.2%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/10/2026
ReturnCorrelation
PLPC51.2% 
Market (SPY)-5.4%37.3%
Sector (XLI)10.6%54.2%

Fundamental Drivers

The 59.5% change in PLPC stock from 9/30/2025 to 4/10/2026 was primarily driven by a 90.1% change in the company's P/E Multiple.
(LTM values as of)93020254102026Change
Stock Price ($)195.60311.9759.5%
Change Contribution By: 
Total Revenues ($ Mil)6326695.9%
Net Income Margin (%)6.7%5.3%-21.3%
P/E Multiple22.843.390.1%
Shares Outstanding (Mil)550.7%
Cumulative Contribution59.5%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/10/2026
ReturnCorrelation
PLPC59.5% 
Market (SPY)-2.9%44.4%
Sector (XLI)11.6%52.4%

Fundamental Drivers

The 123.9% change in PLPC stock from 3/31/2025 to 4/10/2026 was primarily driven by a 135.3% change in the company's P/E Multiple.
(LTM values as of)33120254102026Change
Stock Price ($)139.33311.97123.9%
Change Contribution By: 
Total Revenues ($ Mil)59466912.7%
Net Income Margin (%)6.2%5.3%-15.6%
P/E Multiple18.443.3135.3%
Shares Outstanding (Mil)550.0%
Cumulative Contribution123.9%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/10/2026
ReturnCorrelation
PLPC123.9% 
Market (SPY)16.3%45.0%
Sector (XLI)32.3%49.7%

Fundamental Drivers

The 147.5% change in PLPC stock from 3/31/2023 to 4/10/2026 was primarily driven by a 279.9% change in the company's P/E Multiple.
(LTM values as of)33120234102026Change
Stock Price ($)126.03311.97147.5%
Change Contribution By: 
Total Revenues ($ Mil)6376695.1%
Net Income Margin (%)8.5%5.3%-38.3%
P/E Multiple11.443.3279.9%
Shares Outstanding (Mil)550.4%
Cumulative Contribution147.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/10/2026
ReturnCorrelation
PLPC147.5% 
Market (SPY)63.3%35.4%
Sector (XLI)76.8%42.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PLPC Return-4%30%62%-4%63%54%385%
Peers Return26%-5%117%90%23%48%789%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
PLPC Win Rate42%42%58%42%67%100% 
Peers Win Rate65%42%67%67%54%78% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PLPC Max Drawdown-16%-15%-5%-15%-6%0% 
Peers Max Drawdown-7%-37%-9%-7%-32%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: POWL, FPS, ETN, VRT, EMR.
[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 4/10/2026 (YTD)

How Low Can It Go

Unique KeyEventPLPCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-39.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven65.1%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven651 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-40.1%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven66.9%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven251 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-49.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven98.3%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven1,276 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-56.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven131.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven698 days1,480 days

Compare to POWL, FPS, ETN, VRT, EMR

In The Past

Preformed Line Products's stock fell -39.4% during the 2022 Inflation Shock from a high on 7/18/2023. A -39.4% loss requires a 65.1% gain to breakeven.

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About Preformed Line Products (PLPC)

Preformed Line Products Company, together with its subsidiaries, designs and manufactures products and systems that are used in the construction and maintenance of overhead, ground-mounted, and underground networks for the energy, telecommunication, cable operator, information, and other industries. The company offers formed wire products to support, protect, terminate, and secure power conductor and communication cables, as well as to control cable dynamics; and hardware products to support and protect transmission conductors, spacers, spacer-dampers, stockbridge dampers, corona suppression devices, and various compression fittings for dead-end applications. It also provides protective closures to protect fixed line communication networks, such as copper cable or fiber optic cable from moisture, environmental hazards, and other contaminants; and hardware assemblies, pole line hardware, resale products, underground connectors, solar hardware systems, guy markers, tree guards, fiber optic cable markers, pedestal markers, and urethane products that are used by energy, renewable energy, communications, cable, and special industries for various applications. The company serves public and private energy utilities and communication companies, cable operators, financial institutions, governmental agencies, contractors and subcontractors, distributors, and value-added resellers in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It markets its products through a direct sales force, as well as through manufacturing representatives. The company was incorporated in 1947 and is headquartered in Mayfield, Ohio.

AI Analysis | Feedback

  • They are like Magna International, but for the energy and telecom industries, providing specialized hardware and protective systems for power lines and communication cables instead of automotive components.
  • Think of them as a highly specialized Illinois Tool Works (ITW), manufacturing crucial hardware and components exclusively for the construction and maintenance of power grids and communication networks.

AI Analysis | Feedback

  • Formed Wire Products: Products designed to support, protect, terminate, and secure power conductor and communication cables, while also controlling cable dynamics.
  • Transmission Line Hardware: Includes spacers, dampers, corona suppression devices, and compression fittings to support and protect transmission conductors.
  • Protective Closures: Devices that protect fixed line communication networks, such as copper or fiber optic cables, from environmental damage and contaminants.
  • Pole Line Hardware: Various hardware components used in the construction and maintenance of overhead lines.
  • Underground Connectors: Specialized connectors used for underground cable installations.
  • Solar Hardware Systems: Systems and components specifically designed for renewable energy applications, particularly solar.
  • Markers and Guards: A range of products including guy markers, tree guards, and cable markers for safety, identification, and protection.

AI Analysis | Feedback

Preformed Line Products (PLPC) primarily sells to other companies. The provided description does not list specific names of customer companies, but it identifies the following major categories of companies and entities it serves:

  • Energy Utilities: This category includes both public and private energy companies responsible for the construction and maintenance of overhead, ground-mounted, and underground energy networks.
  • Communication Companies: These are companies that operate and maintain fixed line communication networks, such as those utilizing copper or fiber optic cables.
  • Cable Operators: These entities provide cable services and utilize PLPC's products for their network infrastructure development and maintenance.
  • Governmental Agencies: Various governmental bodies that oversee or undertake infrastructure projects are also customers.

While PLPC also markets its products through a direct sales force, manufacturing representatives, contractors, subcontractors, distributors, and value-added resellers, the aforementioned categories represent the primary end-users and major direct customers for their products and systems.

AI Analysis | Feedback

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AI Analysis | Feedback

Dennis F. McKenna, Chief Executive Officer

Dennis F. McKenna was appointed Chief Executive Officer of Preformed Line Products, effective January 1, 2024. He is a long-standing employee, having joined the company in 1993, and has progressed through various leadership roles, including Chief Operating Officer from 2019 to 2023, where he oversaw global operations and business development teams. His career at PLP includes progressive leadership across marketing, international operations, and global business development.

Andrew S. Klaus, Chief Financial Officer and Principal Accounting Officer

Andrew S. Klaus has served as Chief Financial Officer (Principal Financial and Accounting Officer) of Preformed Line Products Company since April 2020. He brings deep finance and controls expertise across manufacturing and industrial businesses. Prior to joining PLPC, his roles included Chief Accounting Officer & VP Corporate Controller at Vertiv Holdings Co (2017–2020), CFO at Consolidated Precision Products (2013–2017), and VP Corporate Controller at JMC Steel Group/Zekelman Industries (2007–2013). Mr. Klaus also served as Vice President of Finance and Chief Financial Officer at NUMA Corporation. He is a CPA with experience overseeing financial operations for companies with revenues ranging from $500 million to $4 billion.

J. Ryan Ruhlman, President

J. Ryan Ruhlman is the President of Preformed Line Products and has been a member of the Board since 2016. He was elected President in 2023, following a career at the company that began in 2002, with experience across Research & Engineering, Manufacturing, International Operations, and Marketing. As President, he leads the Americas region, Corporate HR, and consolidated Global Business Development. He is the son of Executive Chairman Robert G. Ruhlman, representing a continuation of family leadership at PLPC.

Robert G. Ruhlman, Executive Chairman

Robert G. Ruhlman became the Executive Chairman of Preformed Line Products, effective January 1, 2024, after serving as CEO since 2000. As a third-generation leader, he has played a key role in the company's international expansion and led numerous acquisitions, including a domestic solar power company in 2007 and the Dulmison line of products from Tyco Electronics in 2009. He has a long tenure with the company, spanning over 30 years as of 2011.

David Sunkle, VP Engineering and Manufacturing

David Sunkle serves as the VP Engineering and Manufacturing of Preformed Line Products. He is also listed as a Director of the company.

AI Analysis | Feedback

The key risks to Preformed Line Products (PLPC) include its significant dependence on the energy and telecommunication industries, vulnerability to raw material costs and supply chain disruptions, and challenges associated with its extensive international operations.
  1. Dependency on Energy and Telecommunication Industries: Preformed Line Products' financial performance is heavily reliant on capital spending by its customers in the energy and telecommunication sectors. Fluctuations or negative trends in these industries, such as reduced investment in infrastructure development or maintenance, can directly and materially impact the company's sales and operating results. For example, in the 2024 fiscal year, the company experienced a decrease in net sales primarily due to lower volumes in communications and energy product sales in the U.S. market.
  2. Raw Material Costs and Supply Chain Disruptions: The company faces risks related to the cost and availability of raw materials. Increases in the prices of key raw materials, such as steel and aluminum, or the imposition of tariffs, can negatively affect profitability if these increased costs cannot be fully passed on to customers. Furthermore, any disruptions in the global supply chain could lead to delays in production and delivery, potentially impacting sales and customer relationships.
  3. International Operations and Geopolitical/Economic Risks: A significant portion of Preformed Line Products' net sales is derived from its international operations, which accounted for 53% of net sales in 2025. This global presence exposes the company to various risks, including geopolitical instability, adverse currency fluctuations, differing regulatory environments, and changes in trade relationships. These factors can introduce volatility and uncertainty to the company's financial condition and operating results.

AI Analysis | Feedback

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AI Analysis | Feedback

Preformed Line Products (PLPC) operates within several significant global addressable markets for its products and services:

  • Electric Power Transmission and Distribution Equipment Market: The global market for electric power transmission and distribution equipment, which includes products for supporting, protecting, and securing power conductors, was valued at approximately USD 294.8 billion in 2024 and is projected to reach USD 422.7 billion by 2033.

    • Overhead Line Product Market: A more specific segment, the global overhead line product market, is anticipated to expand from USD 20.5 billion in 2024 to USD 35.6 billion by 2034.

    • Underground Cable Accessories Market: For underground networks, the global underground cable accessories market was valued at US$19.2 billion in 2024 and is projected to reach US$26.6 billion by 2030.

  • Telecommunication Network Infrastructure Market: The global telecom network infrastructure market, encompassing components for communication networks, was estimated at USD 211.10 billion in 2025 and is expected to reach USD 355.00 billion by 2035.

    • Fiber Optic Cable Accessories Market: Within telecommunications, the global fiber optic cable accessories market size was estimated at USD 7.26 billion in 2023 and is projected to reach USD 13.77 billion by 2030.

  • Solar PV Balance of System Market (Solar Hardware Systems): For its solar hardware systems, the global Solar Photovoltaic (PV) Balance of System (BoS) market was valued at USD 83.73 billion in 2024 and is projected to grow to USD 197.69 billion by 2030.

AI Analysis | Feedback

Preformed Line Products (PLPC) is expected to experience future revenue growth over the next 2-3 years driven by several key factors:

  • Strong Demand in Energy and Communications Markets: The company anticipates continued growth in sales volumes within both its energy and communications businesses. This trend was evident in 2025, with all segments realizing year-over-year increases in net sales due to higher volumes in these markets.
  • Strategic International Expansion and Acquisitions: Preformed Line Products is actively expanding its global footprint. The acquisition of JAP Telecom in May 2025 notably strengthened communications sales in the Americas and bolstered international segments. Additionally, investments in new facilities in Poland and Spain are intended to expand European capacity and capabilities.
  • Leveraging Global Electrification and Digitalization Trends: The company is strategically positioned to capitalize on ongoing global electrification and digitalization trends. This positioning is expected to drive demand for its products and systems.
  • Growing Order Backlog: A significant and increasing order backlog provides strong revenue visibility for future periods. At the end of 2025, the backlog increased by 22% to $232.8 million, reflecting robust demand in core markets.
  • Targeted Selling Price Increases: Preformed Line Products has implemented targeted selling price increases on new orders to offset rising input costs, such as steel and aluminum, and tariffs. These pricing actions contribute to revenue growth.

AI Analysis | Feedback

Outbound Investments

  • Preformed Line Products completed the acquisition of JAP Telecom in Brazil, which contributed $2.3 million in revenues through the third quarter of 2025.

Capital Expenditures

  • Capital expenditures for Preformed Line Products reached $40.1 million in 2025, absorbing a significant portion of operating cash flow.
  • In 2024, the company's capital expenditures were $14.7 million.
  • The company is in an elevated capital expenditure cycle, primarily investing in new manufacturing facilities, including projects in Poland and Spain, to bolster grid reliability and transition to new energy sources.

Better Bets vs. Preformed Line Products (PLPC)

Trade Ideas

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
NSP_3312026_Insider_Buying_45D_2Buy_200K03312026NSPInsperityInsiderInsider Buys 45DStrong Insider Buying
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TNC_3312026_Insider_Buying_45D_2Buy_200K03312026TNCTennantInsiderInsider Buys 45DStrong Insider Buying
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0.0%0.0%0.0%
ADP_3272026_Dip_Buyer_FCFYield03272026ADPAutomatic Data ProcessingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
1.0%1.0%0.0%
HURN_3272026_Dip_Buyer_FCFYield03272026HURNHuron ConsultingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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TRU_3272026_Dip_Buyer_FCFYield03272026TRUTransUnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.2%5.2%0.0%
PLPC_10312025_Quality_Momentum_RoomToRun_10%10312025PLPCPreformed Line ProductsQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
27.7%27.7%-12.2%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PLPCPOWLFPSETNVRTEMRMedian
NamePreforme.Powell I.Forgent .Eaton Vertiv Emerson . 
Mkt Price311.97230.9431.65403.00295.11143.77263.02
Mkt Cap1.58.4-156.5112.980.880.8
Rev LTM6691,11490927,44810,23018,1865,672
Op Inc LTM55225895,2101,8963,6131,061
FCF LTM33162-153,5531,8872,5751,024
FCF 3Y Avg53157-3,3131,2632,0321,263
CFO LTM73175664,4722,1143,0201,144
CFO 3Y Avg83168-4,1411,4452,4491,445

Growth & Margins

PLPCPOWLFPSETNVRTEMRMedian
NamePreforme.Powell I.Forgent .Eaton Vertiv Emerson . 
Rev Chg LTM12.7%5.1%-10.3%27.7%3.6%10.3%
Rev Chg 3Y Avg2.2%27.3%-9.8%21.7%9.1%9.8%
Rev Chg Q3.6%4.0%-13.1%22.7%4.1%4.1%
QoQ Delta Rev Chg LTM0.9%0.9%-3.1%5.5%0.9%0.9%
Op Mgn LTM8.3%20.2%9.8%19.0%18.5%19.9%18.8%
Op Mgn 3Y Avg9.8%16.5%-18.1%16.4%18.0%16.5%
QoQ Delta Op Mgn LTM-0.9%0.5%-0.0%0.5%0.3%0.3%
CFO/Rev LTM11.0%15.7%7.2%16.3%20.7%16.6%16.0%
CFO/Rev 3Y Avg12.8%18.8%-16.4%16.8%13.9%16.4%
FCF/Rev LTM5.0%14.5%-1.7%12.9%18.4%14.2%13.6%
FCF/Rev 3Y Avg8.2%17.7%-13.1%14.6%11.5%13.1%

Valuation

PLPCPOWLFPSETNVRTEMRMedian
NamePreforme.Powell I.Forgent .Eaton Vertiv Emerson . 
Mkt Cap1.58.4-156.5112.980.880.8
P/S2.37.5-5.711.04.45.7
P/EBIT32.637.3-30.361.723.332.6
P/E43.344.8-38.384.734.943.3
P/CFO20.848.1-35.053.426.735.0
Total Yield2.6%2.3%-2.9%1.2%3.2%2.6%
Dividend Yield0.3%0.1%-0.3%0.1%0.4%0.3%
FCF Yield 3Y Avg7.6%6.7%-2.8%3.3%2.8%3.3%
D/E0.00.0-0.10.00.20.0
Net D/E-0.0-0.1-0.10.00.20.0

Returns

PLPCPOWLFPSETNVRTEMRMedian
NamePreforme.Powell I.Forgent .Eaton Vertiv Emerson . 
1M Rtn16.8%34.5%-10.8%13.3%10.0%3.0%11.7%
3M Rtn33.5%89.7%9.1%24.6%80.4%0.1%29.0%
6M Rtn52.9%130.4%9.1%9.8%74.7%15.0%34.0%
12M Rtn128.9%302.1%9.1%50.7%336.2%46.6%89.8%
3Y Rtn153.9%1,635.5%9.1%164.5%2,259.5%80.3%159.2%
1M Excs Rtn16.2%33.9%-11.4%12.7%9.4%2.4%11.0%
3M Excs Rtn34.5%94.1%10.6%27.6%85.1%1.8%31.1%
6M Excs Rtn55.0%119.0%8.2%6.7%75.5%8.1%31.6%
12M Excs Rtn102.8%287.9%-27.7%25.4%332.9%18.4%64.1%
3Y Excs Rtn90.8%1,588.6%-57.1%92.6%2,094.2%12.5%91.7%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Energy429376316308294
Communications194210155112107
Special Industries4751474744
Total670637517466445


Price Behavior

Price Behavior
Market Price$311.97 
Market Cap ($ Bil)1.5 
First Trading Date04/28/1999 
Distance from 52W High-2.1% 
   50 Days200 Days
DMA Price$267.93$215.64
DMA Trendupup
Distance from DMA16.4%44.7%
 3M1YR
Volatility53.5%44.1%
Downside Capture-0.280.43
Upside Capture134.48158.92
Correlation (SPY)29.1%39.5%
PLPC Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta1.231.181.431.711.041.07
Up Beta-1.022.322.151.890.951.14
Down Beta2.942.162.131.840.930.98
Up Capture181%107%202%270%198%145%
Bmk +ve Days7162765139424
Stock +ve Days15253976145395
Down Capture8%31%14%112%98%100%
Bmk -ve Days12233358110323
Stock -ve Days7172450107356

[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 PLPC
PLPC140.4%45.0%2.07-
Sector ETF (XLI)49.1%17.9%2.0850.1%
Equity (SPY)31.2%17.3%1.4744.6%
Gold (GLD)60.1%27.8%1.6910.8%
Commodities (DBC)29.8%16.6%1.588.3%
Real Estate (VNQ)21.3%15.2%1.0723.8%
Bitcoin (BTCUSD)-5.7%43.7%-0.0123.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PLPC
PLPC36.5%42.8%0.86-
Sector ETF (XLI)13.1%17.3%0.5941.0%
Equity (SPY)11.1%17.0%0.5036.0%
Gold (GLD)22.1%17.8%1.028.9%
Commodities (DBC)11.8%18.8%0.5210.0%
Real Estate (VNQ)3.7%18.8%0.1030.0%
Bitcoin (BTCUSD)4.0%56.5%0.2915.3%

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 PLPC
PLPC25.6%43.8%0.68-
Sector ETF (XLI)13.8%19.9%0.6142.8%
Equity (SPY)13.8%17.9%0.6639.1%
Gold (GLD)14.2%15.9%0.743.7%
Commodities (DBC)8.6%17.6%0.4113.9%
Real Estate (VNQ)5.1%20.7%0.2232.5%
Bitcoin (BTCUSD)67.4%66.9%1.0711.1%

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Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity0.3 Mil
Short Interest: % Change Since 315202614.1%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest1.6 days
Basic Shares Quantity4.9 Mil
Short % of Basic Shares5.3%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/4/2026-2.6%4.6%18.6%
7/30/20259.8%11.3%40.5%
3/13/202516.9%20.3%13.6%
10/30/2024-0.3%9.3%10.2%
7/31/2024-7.7%-14.0%-13.2%
3/7/2024-3.7%-5.0%-4.2%
11/1/2023-20.4%-13.0%-7.3%
8/2/2023-8.1%-4.1%-5.0%
...
SUMMARY STATS   
# Positive91311
# Negative846
Median Positive10.1%8.5%18.6%
Median Negative-4.1%-9.0%-6.2%
Max Positive21.9%36.7%44.1%
Max Negative-20.4%-14.0%-13.2%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/05/202610-K
09/30/202510/30/202510-Q
06/30/202507/31/202510-Q
03/31/202505/02/202510-Q
12/31/202403/13/202510-K
09/30/202410/31/202410-Q
06/30/202408/01/202410-Q
03/31/202405/02/202410-Q
12/31/202303/08/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202203/03/202310-K
09/30/202211/01/202210-Q
06/30/202208/05/202210-Q
03/31/202205/06/202210-Q