| 10-Q | 2020-06-30 | Filed 2020-08-04 |
| 10-Q | 2020-03-31 | Filed 2020-05-15 |
| 10-K | 2019-12-31 | Filed 2020-02-26 |
| 10-Q | 2019-09-30 | Filed 2019-10-30 |
| 10-Q | 2019-06-30 | Filed 2019-08-02 |
| 10-Q | 2019-03-31 | Filed 2019-04-30 |
| 10-K | 2018-12-31 | Filed 2019-02-27 |
| 10-Q | 2018-09-30 | Filed 2018-10-29 |
| 10-Q | 2018-06-30 | Filed 2018-08-03 |
| S-1 | 2018-04-30 | Public Filing |
| 10-Q | 2018-03-31 | Filed 2018-04-27 |
| 10-K | 2017-12-31 | Filed 2018-02-16 |
| 10-Q | 2017-09-30 | Filed 2017-10-27 |
| 10-Q | 2017-06-30 | Filed 2017-08-04 |
| 8-K | 2020-11-02 | Earnings, Exhibits |
| 8-K | 2020-08-03 | Earnings, Exhibits |
| 8-K | 2020-06-29 | Enter Agreement, Off-BS Arrangement, Exhibits |
| 8-K | 2020-06-16 | |
| 8-K | 2020-06-16 | |
| 8-K | 2020-06-16 | |
| 8-K | 2020-06-12 | |
| 8-K | 2020-06-05 | |
| 8-K | 2020-06-05 | |
| 8-K | 2020-05-12 | |
| 8-K | 2020-05-01 | |
| 8-K | 2020-04-15 | |
| 8-K | 2020-02-28 | |
| 8-K | 2020-02-21 | |
| 8-K | 2020-02-17 | |
| 8-K | 2020-02-13 | |
| 8-K | 2020-01-30 | |
| 8-K | 2020-01-27 | |
| 8-K | 2019-12-12 | |
| 8-K | 2019-10-28 | |
| 8-K | 2019-10-03 | |
| 8-K | 2019-07-31 | |
| 8-K | 2019-06-29 | |
| 8-K | 2019-06-28 | |
| 8-K | 2019-05-09 | |
| 8-K | 2019-04-30 | |
| 8-K | 2019-04-30 | |
| 8-K | 2019-04-30 | |
| 8-K | 2019-02-19 | |
| 8-K | 2018-12-18 | |
| 8-K | 2018-12-13 | |
| 8-K | 2018-11-28 | |
| 8-K | 2018-10-31 | |
| 8-K | 2018-10-25 | |
| 8-K | 2018-10-24 | |
| 8-K | 2018-09-11 | |
| 8-K | 2018-08-01 | |
| 8-K | 2018-05-10 | |
| 8-K | 2018-05-02 | |
| 8-K | 2018-04-26 | |
| 8-K | 2018-02-15 | |
| 8-K | 2018-02-07 | |
| 8-K | 2018-01-05 |
| Comps ($MM TTM) | Market Cap | Gross Margin | EV/EBITDA | Ret on Assets | Assets | Liabilities | Revenue | G Profit | Net Income | EBITDA | EV |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cognex (CGNX) | 9,819 | 74% | 47.8 | 11% | 1,886 | 530 | 726 | 536 | 204 | 188 | 8,974 |
| Nordson (NDSN) | 8,323 | 54% | 16.8 | 10% | 3,516 | 1,935 | 2,194 | 1,192 | 337 | 562 | 9,450 |
| Sensata Technologies (ST) | 8,041 | 35% | 13.9 | 7% | 6,844 | 4,241 | 3,452 | 1,197 | 483 | 756 | 10,543 |
| Woodward (WWD) | 6,956 | 24% | 14.7 | 7% | 3,957 | 2,230 | 2,900 | 708 | 260 | 526 | 7,722 |
| Owens Corning (OC) | 6,662 | 23% | 8.7 | 5% | 9,955 | 5,472 | 7,192 | 1,637 | 504 | 1,130 | 9,807 |
| Middleby (MIDD) | 6,540 | 37% | 15.0 | 7% | 4,929 | 3,072 | 2,928 | 1,094 | 338 | 560 | 8,412 |
| Pentair (PNR) | 6,413 | 36% | 16.4 | 9% | 4,080 | 2,212 | 2,942 | 1,045 | 351 | 454 | 7,429 |
| Gardner Denver Holdings (GDI) | 5,994 | 37% | 31.0 | 3% | 4,554 | 2,763 | 1,846 | 686 | 133 | 232 | 7,189 |
| AGCO (AGCO) | 5,873 | 23% | 12.0 | 3% | 8,079 | 5,040 | 6,528 | 1,471 | 214 | 575 | 6,924 |
| Watsco (WSO) | 5,841 | 24% | 16.5 | 11% | 2,693 | 1,250 | 4,689 | 1,146 | 291 | 370 | 6,109 |
| BWX Technologies (BWXT) | 5,601 | 21% | 19.5 | 11% | 1,826 | 1,472 | 1,872 | 394 | 205 | 330 | 6,431 |
| Curtiss Wright (CW) | 5,576 | 36% | 13.2 | 9% | 3,482 | 1,781 | 2,481 | 894 | 301 | 461 | 6,085 |
| Lincoln Electric (LECO) | 5,482 | 34% | 16.4 | 10% | 2,361 | 2,120 | 3,011 | 1,017 | 229 | 368 | 6,058 |
| MKS Instruments (MKSI) | 5,128 | 44% | 18.1 | 5% | 3,355 | 1,381 | 1,861 | 824 | 169 | 309 | 5,616 |
| Brunswick (BC) | 4,412 | 27% | 74.3 | -4% | 3,654 | 2,236 | 4,665 | 1,259 | -155 | 70 | 5,185 |
| MSC Industrial Direct (MSM) | 3,971 | 43% | 9.0 | 13% | 2,324 | 870 | 3,359 | 1,438 | 295 | 498 | 4,463 |
| Nvent Electric (NVT) | 3,806 | 39% | 13.9 | 5% | 4,636 | 2,070 | 2,205 | 865 | 244 | 352 | 4,913 |
| GrafTech (EAF) | 3,715 | 59% | 5.2 | 44% | 1,826 | 2,433 | 1,909 | 1,124 | 799 | 1,035 | 5,370 |
| Esterline Technologies (ESL) | 3,625 | 34% | 11.9 | 5% | 3,017 | 1,171 | 2,038 | 684 | 138 | 325 | 3,881 |
| Rexnord (RXN) | 3,539 | 39% | 11.8 | 5% | 3,311 | 1,990 | 2,052 | 796 | 176 | 382 | 4,499 |
| Balance Sheet ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 | 2019-09-30 |
| Cash | 246 | 303 | 393 | 354 | 338 | 269 | 221 | 264 | 318 | 406 |
| Accounts Receivable | 475 | 532 | 536 | 542 | 496 | 525 | 525 | 510 | 499 | 458 |
| Inventory | 486 | 508 | 494 | 567 | 556 | 550 | 524 | 555 | 558 | 539 |
| PP&E | 356 | 352 | 567 | 365 | 354 | 347 | 607 | 350 | 345 | 334 |
| Assets | 4,423 | 4,553 | 4,621 | 4,775 | 4,605 | 4,516 | 4,487 | 4,567 | 4,594 | 4,554 |
| Accounts Payable | 246 | 264 | 270 | 285 | 311 | 320 | 340 | 342 | 332 | 337 |
| Long-Term Debt | 1,982 | 2,028 | 2,040 | 2,055 | 1,911 | 1,755 | 1,672 | 1,630 | 1,632 | 1,602 |
| Liabilities | 3,214 | 3,281 | 3,144 | 3,208 | 3,036 | 2,893 | 2,811 | 2,829 | 2,809 | 2,763 |
| Stockholders' Equity | 1,209 | 1,272 | 1,477 | |||||||
| Income Statement ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 | 2019-09-30 |
| Revenue | 579 | 650 | 665 | 620 | 668 | 689 | 620 | 629 | 597 | |
| Cost of Revenue | 363 | 396 | 412 | 388 | 419 | 427 | 390 | 395 | 375 | |
| Gross Profit | 216 | 254 | 254 | 232 | 249 | 262 | 230 | 234 | 222 | |
| R&D | ||||||||||
| SG&A | 126 | 111 | 108 | 107 | 116 | 108 | 108 | 104 | 95 | |
| Tax | -44 | 16 | 8 | 23 | 49 | 23 | 14 | 8 | 9 | |
| Net Income | -146 | 28 | 144 | 42 | 60 | 72 | 47 | 45 | 41 | |
| Cash Flow ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 | 2019-09-30 |
| Cash Operating | 64 | 117 | 60 | 134 | 104 | 69 | 61 | 114 | ||
| Cash Investing | -2 | -18 | -102 | -29 | -11 | -15 | -10 | -21 | ||
| Cash Financing | -9 | -9 | -8 | -106 | -158 | -17 | 1 | 3 | ||