CW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $545.64
Market Cap (MRQ) $20.15B
P/E (TTM) 37.6
EPS (TTM) $14.53
Revenue (TTM) $3.65B
Div Yield 0.17%
ROE (TTM) 19.7%
Debt/Equity (MRQ) 0.3
52W Range $522–$808

CW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Stock splits 3
Ex-date Split Type
April 24, 2006 2-for-1 Forward
Dec. 18, 2003 2-for-1 Forward
Dec. 24, 1997 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$3.50B
2016-12-31 → 2025-12-31
EPS$12.87
2016-12-31 → 2025-12-31
Free Cash Flow$554M
2016-12-31 → 2025-12-31
Net margin14.8%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend CW 5Y avg Peer Median Verdict
P/E (TTM) 37.65Y avg ≈28.8 ≈28.8 52.2 Fair value
P/S (TTM) 5.55Y avg ≈3.5 ≈3.5 7.7 Fair value
P/B (MRQ) 7.35Y avg ≈4.7 ≈4.7 13.1 Undervalued
Price / FCF (TTM) 32.25Y avg ≈25.1 ≈25.1 · ·
Price / Cash Flow (TTM) 27.95Y avg ≈22.1 ≈22.1 34.7 Fair value
Price / Tangible Book (MRQ) 8.95Y avg ≈60.5 ≈60.5 · ·
PEG Ratio ≈1.7 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.17%
Payout Ratio7.2%
Annualized Payout≈$1.04Paid quarterly
5Y Div CAGR≈7.1%Per share, split-adjusted
Growth Streak≈9Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 25, 2026$0.26USD≈0.19%
Jun 15, 2026$0.26USD≈0.13%
Mar 26, 2026$0.24USD≈0.14%
Nov 28, 2025$0.24USD≈0.16%
Sep 26, 2025$0.24USD≈0.17%
Jun 16, 2025$0.24USD≈0.19%
Mar 27, 2025$0.21USD≈0.26%
Nov 22, 2024$0.21USD≈0.22%
Sep 27, 2024$0.21USD≈0.25%
Jun 17, 2024$0.21USD≈0.30%
Mar 27, 2024$0.20USD≈0.32%
Nov 21, 2023$0.20USD≈0.37%
Sep 28, 2023$0.20USD≈0.39%
Jun 15, 2023$0.20USD≈0.44%
Mar 30, 2023$0.19USD≈0.44%
Nov 22, 2022$0.19USD≈0.42%
Sep 29, 2022$0.19USD≈0.53%
Jun 16, 2022$0.19USD≈0.58%
Mar 30, 2022$0.18USD≈0.47%
Nov 23, 2021$0.18USD≈0.53%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 2.9%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $3.72 $3.73 -0.15%
March 31, 2026 $3.48 $3.40 2.2%
Dec. 31, 2025 $3.79 $3.80 -0.16%
Sept. 30, 2025 $3.40 $3.39 0.33%
June 30, 2025 $3.23 $3.22 0.33%
March 31, 2025 $2.82 $2.46 14.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $3.50B$3.12B$2.85B$2.56B$2.50B$2.39B$2.49B$2.41B$2.27B$2.11B$2.21B$2.24B
Cost of Revenue $2.20B$1.97B$1.78B$1.60B$1.57B$1.55B$1.59B$1.54B$1.47B$1.37B$1.42B$1.47B
Gross Profit $1.30B$1.15B$1.07B$955M$928M$841M$899M$871M$801M$735M$783M$777M
R&D Expense $95M$92M$86M$81M$88M$75M$73M$65M$61M$59M$61M$68M
SG&A Expense $400M$373M$360M$324M$326M$303M$301M$306M$292M$266M$290M$298M
Operating Income $634M$529M$485M$423M$377M$289M$404M$374M$325M$297M$311M$282M
Interest Expense ··$51M$47M$40M$36M$31M$34M$41M$41M$36M$36M
Other Non-op $30M$38M$30M$13M$12M$10M$24M$17M$16M$13M$615.0K$365.0K
Pretax Income $620M$522M$463M$389M$349M$263M$396M$356M$300M$268M$275M$247M
Income Tax $136M$117M$109M$95M$86M$62M$89M$80M$85M$79M$83M$77M
Net Income $484M$405M$355M$294M$263M$201M$308M$276M$215M$187M$145M$113M
EPS (Basic) $12.94$10.61$9.26$7.67$6.50$4.83$7.20$6.28$4.86$4.22$3.12$2.36
EPS (Diluted) $12.87$10.55$9.20$7.62$6.47$4.80$7.15$6.22$4.80$4.15$3.05$2.31
Shares (Basic) 37,417,00038,153,00038,283,00038,386,00040,417,00041,738,00042,739,00043,892,00044,182,00044,389,00046,624,00048,019,000
Shares (Diluted) 37,631,00038,373,00038,529,00038,649,00040,602,00041,999,00043,016,00044,316,00044,761,00045,045,00047,616,00049,075,000
EBITDA $634M$529M$485M$423M$383M$289M$404M$374M$340M$308M$311M$282M
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $371M$385M$407M$257M$171M$198M$391M$276M$475M$554M$289M$450M
Receivables $932M$835M$733M$723M$647M$589M$632M$594M$495M$463M$566M$495M
Inventory $615M$541M$510M$483M$412M$429M$425M$423M$379M$367M$380M$389M
Other Current Assets $100M$88M$68M$53M$67M$57M$82M$51M$53M$31M$40M$45M
Current Assets $2.02B$1.85B$1.72B$1.52B$1.31B$1.30B$1.53B$1.34B$1.40B$1.41B$1.27B$1.57B
PP&E (Net) $382M$339M$333M$343M$360M$378M$386M$375M$390M$389M$414M$459M
PP&E (Gross) $1.26B$1.19B$1.17B$1.14B$1.14B$1.14B$1.10B$1.05B$1.04B$987M$978M$991M
Accum. Depreciation $883M$856M$842M$794M$783M$757M$717M$672M$648M$598M$564M$532M
Goodwill $1.69B$1.68B$1.56B$1.54B$1.46B$1.46B$1.17B$1.09B$1.10B$951M$973M$1.04B
Intangibles $532M$597M$558M$621M$538M$610M$480M$430M$330M$271M$311M$349M
Other Non-current Assets $64M$56M$51M$48M$35M$34M$37M$19M$18M$12M$18M$22M
Total Assets $5.22B$4.99B$4.62B$4.45B$4.10B$4.02B$3.76B$3.26B$3.24B$3.04B$2.99B$3.38B
Accounts Payable $310M$247M$244M$267M$212M$201M$222M$233M$185M$178M$163M$152M
Accrued Liabilities $243M$219M$188M$174M$148M$140M$165M$167M$150M$130M$132M$146M
Current Liabilities $1.41B$1.10B$807M$981M$735M$810M$745M$687M$591M$675M$523M$572M
Capital Leases $178M$148M$119M$132M$127M$133M$145M$0····
Deferred Tax $154M$141M$132M$123M$147M$115M$80M$47M$49M$50M$54M$52M
Other Non-current Liabilities $120M$125M$118M$108M$112M$103M$106M$111M$119M$85M$87M$103M
Total Liabilities $2.69B$2.54B$2.29B$2.47B$2.28B$2.23B$1.99B$1.72B$1.71B$1.75B$1.73B$1.92B
Long-term Debt $958M$1.05B$1.05B$1.25B$1.05B$1.06B$761M$763M$814M$966M$953M$954M
Total Debt $758M$959M$1.05B$1.05B$1.05B$958M$761M$762M$814M$816M$953M$953M
Common Stock $49M$49M$49M$49M$49M$49M$49M$49M$49M$49M$49M$49M
Retained Earnings $4.31B$3.86B$3.49B$3.16B$2.91B$2.67B$2.50B$2.19B$1.94B$1.75B$1.59B$1.47B
Treasury Stock $1.82B$1.37B$1.14B$1.11B$1.07B$744M$563M$540M$369M$351M$303M$70M
AOCI $-174M$-243M$-213M$-259M$-190M$-311M$-325M$-288M$-217M$-292M$-226M$-128M
Stockholders' Equity $2.53B$2.45B$2.33B$1.98B$1.83B$1.79B$1.77B$1.53B$1.53B$1.29B$1.26B$1.48B
Liabilities + Equity $5.22B$4.99B$4.62B$4.45B$4.10B$4.02B$3.76B$3.26B$3.24B$3.04B$2.99B$3.40B
Shares Outstanding 36,859,33337,650,64538,202,75438,259,72238,469,77840,916,42942,680,21542,772,41744,123,51944,181,05044,621,34847,904,518
Cash Flow 17
Metric Trend 202520242023202220212020201920182017201620152014
D&A $125M$108M$116M$112M$114M$116M$102M$103M$100M$96M$101M$119M
Stock-based Comp $22M$19M$17M$15M$13M$14M$14M$14M$12M$9M$9M$8M
Deferred Tax $10M$-7M$43.0K$-17M$-8M$-9M$46M$8M$4M$4M$56M$-36M
Amort. of Intangibles $72M$57M$65M$61M$60M$61M$45M$44M$38M$33M$35M$38M
Restructuring $5M$14M$0$0$0$32M$0·····
Operating Cash Flow $643M$544M$448M$295M$388M$261M$421M$336M$389M$423M$162M$332M
CapEx $90M$61M$45M$38M$41M$47M$70M$53M$53M$47M$36M$67M
Investing Cash Flow $-90M$-283M$-36M$-326M$-42M$-533M$-240M$-256M$-272M$-43M$-16M$53M
Net Debt Issued ······$0$-50M$-150M$0$-8M$-80.0K
Stock Repurchased $465M$250M$50M$57M$343M$200M$51M$199M$52M$105M$294M$65M
Net Stock Activity $-465M$-250M$-50M$-57M$-343M$-200M$-51M$-199M$-52M$-105M$-294M$-65M
Dividends Paid $35M$32M$30M$29M$29M$28M$28M$26M$25M$23M$24M$25M
Financing Cash Flow $-578M$-271M$-273M$129M$-369M$82M$-68M$-264M$-214M$-96M$-289M$-92M
Net Change in Cash $-14M$-22M$150M$86M$-27M$-193M$115M$-199M$-79M$265M$-161M$275M
Taxes Paid $134M$136M$136M$61M$107M$54M$64M$79M$92M$54M$5M$35M
Free Cash Flow $554M$483M$403M$257M$347M$214M$352M$283M$336M$376M$127M$265M
Levered FCF ··$364M$221M$316M$186M$327M$257M$306M$347M$102M$240M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 37.2%37.0%37.5%37.3%37.2%35.2%36.1%36.1%36.0%35.6%35.5%34.6%
Operating Margin 18.1%16.9%17.0%16.6%15.3%12.1%16.2%15.5%15.0%14.6%14.1%12.6%
Net Margin 13.8%13.0%12.5%11.5%10.7%8.4%12.4%11.4%9.5%8.9%6.6%5.1%
Pretax Margin 17.7%16.7%16.3%15.2%14.1%11.0%15.9%14.8%13.2%12.7%12.5%11.0%
EBITDA Margin 18.1%16.9%17.0%16.6%15.3%12.1%16.2%15.5%15.0%14.6%14.1%12.6%
ROA 9.5%8.4%7.8%6.9%6.6%5.2%8.8%8.5%6.9%6.2%4.5%3.3%
ROE 19.4%17.0%16.4%15.4%14.8%11.3%18.6%18.0%15.2%14.7%10.6%7.5%
ROIC 15.0%12.0%11.0%10.5%10.0%8.1%12.4%12.6%10.4%10.3%9.8%8.0%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.41.72.11.61.81.62.12.02.42.12.52.7
Quick Ratio 0.70.80.90.71.11.01.41.31.61.51.61.7
Debt / Equity 0.30.40.50.50.60.50.40.50.50.60.80.6
LT Debt / Equity 0.30.40.50.50.60.50.40.50.50.60.80.6
Interest Coverage ··9.49.09.58.112.911.08.27.58.67.9
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.60.60.60.60.60.70.70.70.70.70.7
Inventory Turnover 3.83.73.63.63.73.63.73.83.93.63.73.5
Receivables Turnover 4.04.03.93.74.13.94.14.44.74.14.24.1
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $68.74$65.07$60.95$52.07$47.48$43.69$41.57$35.79$34.63$29.23$28.14$30.86
Revenue / Share $92.97$81.34$73.85$66.16$61.72$56.94$57.84$54.42$50.74$46.82$46.32$45.71
Cash Flow / Share $17.10$14.18$11.63$7.63$9.55$6.22$9.80$7.59$8.68$9.39$3.41$6.76
Cash / Share ····$4.45$4.85$9.16$6.45$10.77$12.54$6.47$9.40
Dividend / Share $0.93$0.83$0.79$0.75$0.71$0.68$0.66$0.60$0.56$0.52$0.52$0.52
EPS (TTM) $12.87$10.55$9.20$7.62$6.47$4.80$7.15$6.22$4.80$4.15$3.05$2.31
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 12.1%9.7%11.3%2.2%4.6%·······
Revenue CAGR 3Y 11.0%7.7%6.0%·········
Revenue CAGR 5Y 7.9%···········
EPS YoY 22.0%14.7%20.7%17.8%34.8%·······
EPS CAGR 3Y 19.1%17.7%24.2%·········
EPS CAGR 5Y 21.8%···········
Net Income YoY 19.6%14.2%20.4%12.0%30.5%·······
Net Income CAGR 3Y 18.1%15.5%20.7%·········
Net Income CAGR 5Y 19.2%···········
Dividends Paid CAGR 5Y 4.3%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $3.50B$3.12B$2.85B$2.56B$2.50B$2.39B$2.49B$2.41B$2.27B$2.11B$2.21B$2.24B
Net Income TTM $484M$405M$355M$294M$263M$201M$308M$276M$215M$187M$145M$113M
Market Cap $20.32B$13.36B$8.51B$6.39B$5.33B$4.76B$6.01B$4.37B$5.38B$4.35B$3.06B$3.38B
Enterprise Value ····$6.21B$5.52B$6.38B$4.85B$5.72B$4.61B$3.72B$3.88B
P/E 42.833.624.221.921.424.219.716.425.423.722.530.6
P/S 5.84.33.02.52.12.02.41.82.42.11.41.5
P/B 8.05.53.73.22.92.73.42.93.53.42.42.3
P / Tangible Book 65.875.440.2·········
P / Cash Flow 31.624.519.021.713.818.214.313.013.810.318.810.2
P / FCF 36.727.621.124.915.422.317.115.416.011.524.112.8
EV / EBITDA ····16.219.115.813.016.815.012.013.8
EV / FCF ····17.925.818.217.217.012.229.314.7
EV / Revenue ····2.52.32.62.02.52.21.71.7
Dividend Yield 0.17%0.24%0.36%0.45%0.54%0.59%0.47%0.60%0.46%0.53%0.79%0.74%
Earnings Yield 2.3%3.0%4.1%4.6%4.7%4.1%5.1%6.1%3.9%4.2%4.5%3.3%
Payout Ratio 7.2%7.8%8.5%9.8%10.7%14.0%9.2%9.6%11.5%12.3%16.6%22.1%
Annual Payout $35M$32M$30M$29M$29M$28M$28M$26M$25M$23M$24M$25M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $3.50B $3.12B $2.85B $2.56B $2.50B
Gross Margin % 37.2% 37.0% 37.5% 37.3% 37.2%
Operating Margin % 18.1% 16.9% 17.0% 16.6% 15.3%
Net Income $484M $405M $355M $294M $263M
Diluted EPS $12.87 $10.55 $9.20 $7.62 $6.47

Institutional owners (13F) 1,010 filers · $25.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,010
Value held $25.3B
New positions 118
Exited positions 69
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
118 (-61 vs prior Q) 69 (+3 vs prior Q) 345 (+25 vs prior Q) 325 (+49 vs prior Q) +1.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $3,448,649,484 4,551,110 13.64% Shares
VANGUARD GROUP INC $1,921,538,686 3,485,658 7.60% Shares
STATE STREET CORP $1,290,463,922 1,702,418 5.10% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,264,710,533 1,669,012 5.00% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,249,903,903 1,649,472 4.94% Shares
Invesco Ltd. $1,158,624,171 1,529,012 4.58% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $623,650,043 817,077 2.47% Shares
GEODE CAPITAL MANAGEMENT, LLC $560,509,679 741,659 2.22% Shares
VAN ECK ASSOCIATES CORP $443,742,741 585,598 1.75% Shares
TD Asset Management Inc $419,327,713 553,378 1.66% Shares
AQR CAPITAL MANAGEMENT LLC $410,387,489 545,314 1.62% Shares
FRANKLIN RESOURCES INC $400,274,596 528,234 1.58% Shares
PRIMECAP MANAGEMENT CO/CA/ $390,106,214 514,815 1.54% Shares
NORGES BANK $383,676,621 506,330 1.52% Shares
FMR LLC $353,931,873 467,076 1.40% Shares
MORGAN STANLEY $318,919,276 420,869 1.26% Shares
Bank of New York Mellon Corp $270,458,320 356,918 1.07% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $264,463,544 349,007 1.05% Shares
NORTHERN TRUST CORP $250,301,010 330,317 0.99% Shares
AMERICAN CENTURY COMPANIES INC $244,648,878 322,858 0.97% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $240,441,795 317,306 0.95% Shares
Allspring Global Investments Holdings, LLC $196,178,759 258,893 0.78% Shares
GOLDMAN SACHS GROUP INC $194,758,368 257,018 0.77% Shares
VANGUARD FIDUCIARY TRUST CO $179,007,918 236,233 0.71% Shares
Driehaus Capital Management LLC $173,620,244 229,123 0.69% Shares
DIMENSIONAL FUND ADVISORS LP $160,259,190 211,521 0.63% Shares
UBS Group AG $157,962,649 208,460 0.62% Shares
Sumitomo Mitsui Trust Group, Inc. $153,266,053 202,262 0.61% Shares
FIRST TRUST ADVISORS LP $152,814,485 201,666 0.60% Shares
CONGRESS ASSET MANAGEMENT CO $150,611,180 198,758 0.60% Shares
ALLIANCEBERNSTEIN L.P. $142,826,777 209,694 0.56% Shares
BLAIR WILLIAM & CO/IL $140,516,175 185,436 0.56% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $139,149,742 183,633 0.55% Shares
Quantinno Capital Management LP $138,660,243 182,987 0.55% Shares
BANK OF AMERICA CORP /DE/ $124,078,484 163,744 0.49% Shares
AXIOM INVESTORS LLC /DE $117,383,086 154,908 0.46% Shares
VICTORY CAPITAL MANAGEMENT INC $117,289,124 154,784 0.46% Shares
Amundi $117,201,224 154,668 0.46% Shares
Swedbank AB $116,103,987 153,220 0.46% Shares
AMERIPRISE FINANCIAL INC $114,998,578 151,760 0.45% Shares
JPMORGAN CHASE & CO $114,519,649 153,588 0.45% Shares
ENVESTNET ASSET MANAGEMENT INC $112,594,758 148,589 0.45% Shares
TimesSquare Capital Management, LLC $112,039,472 164,493 0.44% Shares
Legal & General Group Plc $103,326,641 136,358 0.41% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $101,883,292 149,582 0.40% Shares
DEUTSCHE BANK AG\ $101,511,045 133,962 0.40% Shares
Nuveen, LLC $98,348,027 129,788 0.39% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $93,470,081 126,758 0.37% Shares
GAMCO INVESTORS, INC. ET AL $92,546,744 122,132 0.37% Shares
AustralianSuper Pty Ltd $91,735,941 121,062 0.36% Shares

Show all 1,010 institutional owners →

Activists & 5%+ owners 12 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Singleton Group LLC (2), William W. Singleton, as Manager of the Singleton Group LLC (2), Christina Singleton, as Manager of the Singleton Group LLC (2) March 5, 2019 · Initial filing · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Gabelli & Company Investment Advisers, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×32 filings Jan. 5, 2017 · Initial filing · SEC
Curtiss-Wright Corporation, Curtiss-Wright Controls, Inc. ×2 filings Dec. 17, 2012 · Initial filing M&A / sale SEC
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Gabelli Securities, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli ×2 filings Aug. 23, 2010 · Initial filing · SEC
SINGLETON GROUP LLC, CHRISTINA SINGLETON MEDNICK, WILLIAM W. SINGLETON, DONALD E. RUGG ×2 filings Aug. 17, 2007 · Initial filing · SEC
ARGONAUT GROUP, INC., ARGONAUT INSURANCE COMPANY, ARGONAUT-MIDWEST INSURANCE COMPANY, ARGONAUT GREAT CENTRAL INSURANCE COMPANY Oct. 20, 2003 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 4, 2002 · Initial filing · SEC
Undisclosed reporting person Nov. 29, 2001 · Initial filing · SEC
Undisclosed reporting person Nov. 2, 2001 · Initial filing · SEC
Undisclosed reporting person Aug. 17, 2001 · Initial filing · SEC
Marc J. Gabelli ________________________________________________________________ (2), Mario J. Gabelli _________________________________________________________________ (2) Feb. 7, 2001 · Initial filing · SEC
Undisclosed reporting person Jan. 12, 2001 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 45 insiders · 13 officers · 24 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Lynn M Bamford Chair and CEO July 6, 2026 A 45,651 0 6 $-15,950,781
Christopher K Farkas Executive VP and CFO July 6, 2026 A 4,274 0 5 $-8,236,701
Glenn E Tynan Vice President and CFO May 13, 2020 G 35,848 0 0 $0
Kevin Rayment Executive VP and COO July 6, 2026 A 31,519 0 2 $-2,264,137
Tom P Quinly Former Vice President and COO May 10, 2021 S 50,032 0 0 $0
John C Watts EVP & Chief Growth Officer Aug. 27, 2026 S 2,736 0 9 $-1,916,255
George P. Mcdonald Executive VP and Corporate Sec July 6, 2026 A 4,235 0 1 $-102,389
Gary A Ogilby Senior VP & Corp Controller June 9, 2026 S 2,172 0 5 $-1,224,863
Robert F Freda Senior VP & Treasurer March 16, 2026 M 5,343 0 2 $-357,070
Harry Jakubowitz VP & Treasurer March 15, 2021 C 22,268 0 0 $0
David J Linton Vice President April 2, 2013 S 56,941 0 0 $0
Kevin M Mcclurg Former Corporate Controller Sept. 3, 2008 S 1,213 0 0 $0
Parker B Miller III Senior Vice President July 11, 2008 P 2,389 0 0 $0
Larry D Wyche Director Aug. 28, 2026 S 1,414 0 1 $-59,674
Jeffrey J Lyash Director Aug. 10, 2026 P 257 1 0 $148,729
Peter C Wallace Director June 1, 2026 A 6,209 0 0 $0
Glenda J Minor Director May 29, 2026 A 2,491 0 0 $0
Anthony J Moraco Director Feb. 4, 2026 A 5,446 0 0 $0
Dean M Flatt Director Jan. 20, 2026 A 12,647 0 0 $0
Robert J Rivet Director Dec. 11, 2025 G 13,568 0 0 $0
Bruce D. Hoechner Director June 5, 2025 S 4,523 0 0 $0
Marce S Fuller Director May 24, 2024 S 20,470 0 0 $0
David Charles Adams Director July 20, 2023 S 41,559 0 0 $0
William F Moran Director May 12, 2023 A 214 0 0 $0
John B Nathman Director March 8, 2021 S 9,430 0 0 $0
Albert E Smith Director Feb. 18, 2021 A 24,354 0 0 $0
Rita J. Heise Director April 3, 2019 A 4,869 0 0 $0
Allen Kozinski Director Feb. 13, 2019 A 18,876 0 0 $0
John R Myers Director Feb. 10, 2017 A 10,068 0 0 $0
William W Sihler DR Director July 5, 2016 S 6,724 0 0 $0
Martin R Benante Director Feb. 20, 2015 S 152,099 0 0 $0
Stuart W Thorn Director Feb. 18, 2014 A 590 0 0 $0
William B Mitchell Director Feb. 1, 2012 M 22,079 0 0 $0
James B Busey Director July 1, 2008 A 29,290 0 0 $0
J J Mcclain Stewart Director Jan. 10, 2006 A 3,655 0 0 $0
David Lasky Director Jan. 10, 2006 A 29,547 0 0 $0
Paul J Ferdenzi · March 17, 2025 M 19,239 0 0 $0
Michael J Denton · Sept. 2, 2014 M 0 0 0 $0
Glenn Coleman · May 12, 2014 M 4,403 0 0 $0
Carl G Miller · Feb. 8, 2011 A 9,753 0 0 $0
Edward Bloom · May 20, 2009 S 44,430 0 0 $0
George Yohrling · June 5, 2006 G 23,426 0 0 $0
William W Singleton · June 29, 2004 G 1,881,480 0 0 $0
Caroline W Singleton · June 29, 2004 G 1,881,480 0 0 $0
Gary J Benschip · Aug. 11, 2003 S 1,816 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 87 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CSMD · Professionally Managed Portfolios 4.23% 26,512 NS July 31, 2026 N-PORT
NEWZ · EA Series Trust 3.11% 839 NS July 31, 2026 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 2.71% 268,876 SH Oct. 2, 2026 Daily
MCOW · Pacer Funds Trust 2.18% 32 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 2.15% 1,591 NS July 31, 2026 N-PORT
RW · EA Series Trust 1.85% 445 NS July 31, 2026 N-PORT
POWA · Invesco Exchange-Traded Self-Indexe… 1.72% 5,214 SH Oct. 2, 2026 Daily
ITA · iShares Trust 1.61% 369,832 SH Sept. 11, 2026 Daily
XMMO · Invesco Exchange-Traded Fund Trust 1.50% 195,594 SH Oct. 2, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 1.46% 36,450 SH Aug. 19, 2026 Daily
DFEN · Direxion Shares ETF Trust 1.24% 6,591 NS July 31, 2026 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 1.20% 163,985 SH Oct. 2, 2026 Daily
RFG · Invesco Exchange-Traded Fund Trust 1.11% 6,813 SH Oct. 2, 2026 Daily
QIDX · Spinnaker ETF Series 0.78% 420 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.77% 489,453 SH Aug. 19, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.77% 59,675 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.75% 4,076 NS July 31, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.74% 13,566 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.71% 8,937 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.69% 1,239 NS July 31, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.67% 5,069 SH Oct. 2, 2026 Daily
FXR · First Trust Exchange-Traded AlphaDE… 0.64% 6,579 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.58% 16,158 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.57% 543 NS July 31, 2026 N-PORT
SRVR · Pacer Funds Trust 0.46% 2,358 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.41% 14,073 NS July 31, 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.38% 12,084 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.37% 44,809 SH Aug. 19, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.37% 2,950 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.34% 7,438 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.33% 847,225 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.32% 423,854 SH Aug. 19, 2026 Daily
IWP · iShares Trust 0.31% 106,110 SH Sept. 11, 2026 Daily
MADE · iShares Trust 0.30% 317 SH Sept. 10, 2026 Daily
IMCG · iShares Trust 0.29% 20,371 SH Sept. 11, 2026 Daily
IYJ · iShares Trust 0.26% 8,754 SH Sept. 11, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 8,537 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.18% 4,713 SH Aug. 19, 2026 Daily
EUSA · iShares, Inc. 0.17% 5,793 SH Sept. 11, 2026 Daily
SIZE · iShares Trust 0.15% 1,161 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.15% 150,796 SH Sept. 11, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.14% 3,382 SH Oct. 2, 2026 Daily
IMCB · iShares Trust 0.14% 4,314 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.11% 9,845 SH Oct. 2, 2026 Daily
CRBN · iShares Trust 0.10% 2,122 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.10% 26,898 SH Sept. 11, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.09% 561 SH Aug. 19, 2026 Daily
SUSA · iShares Trust 0.08% 6,098 SH Sept. 11, 2026 Daily
MTUM · iShares Trust 0.08% 36,357 SH Sept. 11, 2026 Daily
ILCG · iShares Trust 0.06% 3,568 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.06% 1,747 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.06% 32,453 SH Sept. 11, 2026 Daily
AQLT · iShares Trust 0.05% 294 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.05% 364 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.04% 1,982 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 628 SH Oct. 2, 2026 Daily
VOTE · TCW ETF Trust 0.04% 623 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.04% 7,001 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.04% 1,173,095 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.04% 6,079 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 10,890 SH Aug. 19, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.04% 29,674 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.04% 3,111 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.04% 11,538 NS July 31, 2026 N-PORT
TOV · EA Series Trust 0.04% 147 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.04% 3,019 NS July 31, 2026 N-PORT
IWF · iShares Trust 0.03% 70,814 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.03% 20,632 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.03% 711 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.03% 6,408 SH Oct. 2, 2026 Daily
IWB · iShares Trust 0.03% 25,616 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.03% 1,576 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.03% 10,351 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.03% 48,564 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.03% 40,066 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.03% 810 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.02% 102 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.02% 3,240 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 31,625 SH Aug. 19, 2026 Daily
ACWI · iShares Trust 0.02% 11,698 SH Sept. 10, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 2,712 SH Oct. 1, 2026 Daily
DGRO · iShares Trust 0.01% 4,682 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.01% 1,074 NS July 31, 2026 N-PORT
IJH · iShares Trust · 1,296,243 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 214,054 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 5,046 SH Sept. 8, 2026 Daily
SMLF · iShares Trust · 24,068 SH Sept. 11, 2026 Daily

CW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 16 analysts BUY
Median target $797.00 +46.1%
6 37.5% Strong Buy
6 37.5% Buy
4 25.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

8 analysts · 2026-09-29

Mean target $786.25 +44.1%

← Below all targets Current price $545.64
Low$665.00 Mean$786.25 High$870.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CW $20.32B 42.8 12.1% 13.8% 19.4% 37.2%
HEI · · · · · ·
AXON $45.55B 376.1 33.5% 4.5% 4.2% 59.7%
ATI $15.90B 41.0 5.2% 8.8% 22.1% 21.9%
WWD · 35.1 7.3% 12.4% 18.0% ·
ARXS · · · · · ·
CRS $30.60B 58.6 8.6% 17.0% 25.1% 30.6%
FTAI · · · · · ·
TXT $15.17B 17.0 8.0% 6.2% 12.0% ·

Latest News Recent headlines mentioning this company

23

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26

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Source: SEC 10-Q filed Aug 6, 2026