Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 9.05 | +17.8 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 6.97 | +53.0 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 9.93 | EMA50: 9.14 | |
| MACD-Histogramm | Bullisch | 10 % | 0.049 | Bullisch | |
| RSI(14) | Neutral | 10 % | 65.9 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 82.9 | Überkauft | |
| ADX(14)+DI | Bullisch | 10 % | 29.7 | +DI: 30.7 / −DI: 12.7 | |
| Z-Score(60) | Neutral | 5 % | 1.41 | In Range | |
| 52W-Position | Bullisch | 5 % | 98.9 % | Hoch 10.73 / Tief 4.64 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 97.1 % | Upper 10.71 / Mid 9.83 / Lower 8.94 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0776 | R²=0.85 / annualisiert +227.1 % |
Insider-Transaktionen (12 Monate) ⓘ
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156.743.635 | 156.743.635 | 0 | 1.029.805.682 | Unverändert | 0,0% | |
| Canvas Wealth Advisors, LLC | 7.019.526 | 7.050.221 | -30.695 | 46.118.286 | Reduziert | -0,4% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.674.918 | 5.442.562 | 232.356 | 37.282.158 | Aufgestockt | +4,3% | |
| DIMENSIONAL FUND ADVISORS LP | 5.602.838 | 4.860.981 | 741.857 | 36.805.568 | Aufgestockt | +15,3% | |
| BlackRock, Inc. | 4.252.972 | 4.312.778 | -59.806 | 27.942.027 | Reduziert | -1,4% | |
| Allspring Global Investments Holdings, LLC | 3.914.133 | 4.201.414 | -287.281 | 25.911.561 | Reduziert | -6,8% | |
| VANGUARD GROUP INC | 3.466.621 | 0 | 3.466.621 | 19.967.736 | Neu | +100,0% | |
| Alyeska Investment Group, L.P. | 2.825.820 | 2.500.229 | 325.591 | 18.565.637 | Aufgestockt | +13,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.525.744 | 0 | 2.525.744 | 16.594.138 | Neu | +100,0% | |
| Boston Partners | 2.016.406 | 3.793.597 | -1.777.191 | 13.247.944 | Reduziert | -46,8% | |
| STATE STREET CORP | 1.486.051 | 1.354.815 | 131.236 | 9.763.355 | Aufgestockt | +9,7% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.470.636 | 1.439.148 | 31.488 | 9.664.328 | Aufgestockt | +2,2% | |
| Clearbridge Investments, LLC | 1.403.965 | 1.445.138 | -41.173 | 9.224.050 | Reduziert | -2,8% | |
| FIRST TRUST ADVISORS LP | 1.301.351 | 1.222.875 | 78.476 | 8.549.876 | Aufgestockt | +6,4% | |
| BANK OF AMERICA CORP /DE/ | 1.195.836 | 1.480.130 | -284.294 | 7.856.643 | Reduziert | -19,2% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.056.550 | 414.441 | 642.109 | 6.941.534 | Aufgestockt | +154,9% | |
| HEARTLAND ADVISORS INC | 1.000.000 | 700.000 | 300.000 | 6.570.000 | Aufgestockt | +42,9% | |
| MORGAN STANLEY | 897.525 | 714.693 | 182.832 | 5.896.739 | Aufgestockt | +25,6% | |
| Intrinsic Edge Capital Management LLC | 879.622 | 779.622 | 100.000 | 5.779.117 | Aufgestockt | +12,8% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 845.115 | 772.180 | 72.935 | 5.552.406 | Aufgestockt | +9,4% | |
| Empowered Funds, LLC | 810.115 | 737.180 | 72.935 | 5.322.456 | Aufgestockt | +9,9% | |
| First Eagle Investment Management, LLC | 765.822 | 777.936 | -12.114 | 5.031.450 | Reduziert | -1,6% | |
| ACK Asset Management LLC | 800.136 | 0 | 800.136 | 4.608.783 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 660.534 | 345.009 | 315.525 | 4.339.708 | Aufgestockt | +91,5% | |
| AQR CAPITAL MANAGEMENT LLC | 650.700 | 168.982 | 481.718 | 4.275.098 | Aufgestockt | +285,1% | |
| MACKENZIE FINANCIAL CORP | 589.100 | 0 | 589.100 | 3.870.387 | Neu | +100,0% | |
| Russell Investments Group, Ltd. | 542.865 | 939.076 | -396.211 | 3.566.623 | Reduziert | -42,2% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 517.411 | 504.884 | 12.527 | 3.399.390 | Aufgestockt | +2,5% | |
| GOLDMAN SACHS GROUP INC | 515.735 | 369.226 | 146.509 | 3.388.379 | Aufgestockt | +39,7% | |
| NORTHERN TRUST CORP | 489.076 | 471.422 | 17.654 | 3.213.229 | Aufgestockt | +3,7% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 452.640 | 0 | 452.640 | 2.973.845 | Neu | +100,0% | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 394.416 | 0 | 394.416 | 2.591.313 | Neu | +100,0% | |
| Sendero Wealth Management, LLC | 390.797 | 390.797 | 0 | 2.567.537 | Unverändert | 0,0% | |
| CITIGROUP INC | 384.712 | 521.357 | -136.645 | 2.527.558 | Reduziert | -26,2% | |
| EFG International AG | 351.001 | 369.965 | -18.964 | 2.306.077 | Reduziert | -5,1% | |
| Private Capital Management, LLC | 327.500 | 327.500 | 0 | 2.151.675 | Unverändert | 0,0% | |
| CITADEL ADVISORS LLC | 280.361 | 63.807 | 216.554 | 1.841.972 | Aufgestockt | +339,4% | |
| MILLENNIUM MANAGEMENT LLC | 257.825 | 317.801 | -59.976 | 1.693.910 | Reduziert | -18,9% | |
| Invesco Ltd. | 244.105 | 236.927 | 7.178 | 1.603.769 | Aufgestockt | +3,0% | |
| Point72 Asset Management, L.P. | 242.189 | 385.874 | -143.685 | 1.591.182 | Reduziert | -37,2% | |
| TUDOR INVESTMENT CORP ET AL | 228.518 | 0 | 228.518 | 1.501.363 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 227.568 | 167.640 | 59.928 | 1.495.114 | Aufgestockt | +35,7% | |
| Voleon Capital Management LP | 220.174 | 240.597 | -20.423 | 1.446.543 | Reduziert | -8,5% | |
| GILDER GAGNON HOWE & CO LLC | 217.877 | 409.878 | -192.001 | 1.431.452 | Reduziert | -46,8% | |
| D. E. Shaw & Co., Inc. | 182.785 | 0 | 182.785 | 1.200.897 | Neu | +100,0% | |
| Trexquant Investment LP | 179.371 | 319.530 | -140.159 | 1.178.467 | Reduziert | -43,9% | |
| Register Financial Advisors LLC | 171.200 | 173.200 | -2.000 | 1.124.784 | Reduziert | -1,2% | |
| Mariner, LLC | 168.207 | 138.558 | 29.649 | 1.104.656 | Aufgestockt | +21,4% | |
| Nuveen, LLC | 149.991 | 149.031 | 960 | 985.441 | Aufgestockt | +0,6% | |
| EntryPoint Capital, LLC | 147.177 | 92.094 | 55.083 | 966.953 | Aufgestockt | +59,8% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156.743.635 | 156.743.635 | 0,0% | 1.029.805.682 | 72,27 |
| Canvas Wealth Advisors, LLC | 7.019.526 | 7.050.221 | -0,4% | 46.118.286 | 3,24 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.674.918 | 5.442.562 | +4,3% | 37.282.158 | 2,62 |
| DIMENSIONAL FUND ADVISORS LP | 5.602.838 | 4.860.981 | +15,3% | 36.805.568 | 2,58 |
| BlackRock, Inc. | 4.252.972 | 4.312.778 | -1,4% | 27.942.027 | 1,96 |
| Allspring Global Investments Holdings, LLC | 3.914.133 | 4.201.414 | -6,8% | 25.911.561 | 1,82 |
| Alyeska Investment Group, L.P. | 2.825.820 | 2.500.229 | +13,0% | 18.565.637 | 1,30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.525.744 | 0 | +100,0% | 16.594.138 | 1,16 |
| Boston Partners | 2.016.406 | 3.793.597 | -46,8% | 13.247.944 | 0,93 |
| STATE STREET CORP | 1.486.051 | 1.354.815 | +9,7% | 9.763.355 | 0,69 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.470.636 | 1.439.148 | +2,2% | 9.664.328 | 0,68 |
| Clearbridge Investments, LLC | 1.403.965 | 1.445.138 | -2,8% | 9.224.050 | 0,65 |
| FIRST TRUST ADVISORS LP | 1.301.351 | 1.222.875 | +6,4% | 8.549.876 | 0,60 |
| BANK OF AMERICA CORP /DE/ | 1.195.836 | 1.480.130 | -19,2% | 7.856.643 | 0,55 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.056.550 | 414.441 | +154,9% | 6.941.534 | 0,49 |
| HEARTLAND ADVISORS INC | 1.000.000 | 700.000 | +42,9% | 6.570.000 | 0,46 |
| MORGAN STANLEY | 897.525 | 714.693 | +25,6% | 5.896.739 | 0,41 |
| Intrinsic Edge Capital Management LLC | 879.622 | 779.622 | +12,8% | 5.779.117 | 0,41 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 845.115 | 772.180 | +9,4% | 5.552.406 | 0,39 |
| Empowered Funds, LLC | 810.115 | 737.180 | +9,9% | 5.322.456 | 0,37 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 170 | 222,0 | 1.453 |
| 31.12.2025 | ✓ | 156 | 219,5 | 1.341 |
| 30.09.2025 | ✓ | 146 | 374,6 | 2.389 |
| 30.06.2025 | ✓ | 129 | 377,7 | 1.828 |
| 31.03.2025 | ✓ | 138 | 372,1 | 1.534 |
| 31.12.2024 | ✓ | 124 | 371,2 | 1.748 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| EFG International AG | 369.965 | 2.129.149 |
| Trexquant Investment LP | 319.530 | 1.840.493 |
| MILLENNIUM MANAGEMENT LLC | 317.801 | 1.830.534 |
| Squarepoint Ops LLC | 246.352 | 1.418.988 |
| EntryPoint Capital, LLC | 92.094 | 530.461 |
| CANADA PENSION PLAN INVESTMENT BOARD | 70.700 | 407.232 |
| ExodusPoint Capital Management, LP | 55.498 | 319.668 |
| Graham Capital Management, L.P. | 54.949 | 316.506 |
| Counterpoint Mutual Funds LLC | 51.305 | 295.517 |
| PharVision Advisers, LLC | 46.029 | 265.127 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 7.050.221 | 2.303.504 | +48.5 % | 40.609.273 |
| FIRST TRUST ADVISORS LP | 1.222.875 | 842.964 | +221.9 % | 7.043.760 |
| Alyeska Investment Group, L.P. | 2.500.229 | 750.000 | +42.9 % | 14.401.319 |
| DIMENSIONAL FUND ADVISORS LP | 4.860.981 | 464.819 | +10.6 % | 27.999.835 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 772.180 | 416.833 | +117.3 % | 4.447.757 |
| Empowered Funds, LLC | 737.180 | 416.833 | +130.1 % | 4.246.157 |
| Intrinsic Edge Capital Management LLC | 779.622 | 380.000 | +95.1 % | 4.490.623 |
| JANE STREET GROUP, LLC | 345.009 | 320.009 | +1280.0 % | 1.987.251 |
| Point72 Asset Management, L.P. | 385.874 | 278.418 | +259.1 % | 2.222.634 |
| VANGUARD GROUP INC | 3.466.621 | 190.533 | +5.8 % | 19.967.736 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 566.132 | -1.749.935 | -75.6 % | 3.261 |
| Boston Partners | 3.793.597 | -1.681.710 | -30.7 % | 21.854.856 |
| ACK Asset Management LLC | 800.136 | -1.124.864 | -58.4 % | 4.608.783 |
| CITADEL ADVISORS LLC | 63.807 | -363.195 | -85.1 % | 367.528 |
| BANK OF AMERICA CORP /DE/ | 1.480.130 | -314.400 | -17.5 % | 8.525.549 |
| GILDER GAGNON HOWE & CO LLC | 409.878 | -229.910 | -35.9 % | 2.360.897 |
| Allspring Global Investments Holdings, LLC | 4.201.414 | -187.941 | -4.3 % | 24.368.201 |
| Russell Investments Group, Ltd. | 939.076 | -149.441 | -13.7 % | 5.409.077 |
| Clearbridge Investments, LLC | 1.445.138 | -118.611 | -7.6 % | 8.323.992 |
| ROYAL BANK OF CANADA | 18.435 | -60.412 | -76.6 % | 106.000 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 21.10.2025 | Dyson Dryden | Aktivist (13D/A) | Ausstieg | 0 | -1,70 pp | Item 4 of the Schedule 13D is hereby amended and supplemented with the following: Distr… |
| 21.10.2025 | Mark Ein | Aktivist (13D/A) | 2,30 % | 5.159.319 | -1,40 pp | Item 4 of the Schedule 13D is hereby amended and supplemented with the following: Distr… |
| 21.10.2025 | Capitol Acquisition Management IV LLC | Aktivist (13D/A) | Ausstieg | 0 | -3,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented with the following: Distr… |
| 21.10.2025 | Capitol Acquisition Founder IV LLC | Aktivist (13D/A) | Ausstieg | 0 | -1,70 pp | Item 4 of the Schedule 13D is hereby amended and supplemented with the following: Distr… |
| 03.02.2025 | Energy Capital Partners GP III, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | NESCO Holdings, LP | Aktivist (13D/A) | Ausstieg | 0 | -5,80 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners GP III Co-Investment (NESCO), LLC | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | NESCO Holdings GP, LLC | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III-C, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III-D, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III-A, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | ECP Starlight Guarantor (Public), LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | ECP Cardinal Holdings, LP | Aktivist (13D/A) | Ausstieg | 0 | -1,20 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | ECP Starlight Public GP, LLC | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III (NESCO Co-Invest), LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | ECP ControlCo, LLC | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III-B, LP | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Energy Capital Partners III, LLC | Aktivist (13D/A) | Ausstieg | 0 | -7,00 pp | Item 4 of the Statement is hereby amended and supplemented as follows: Stock Repurchase… |
| 03.02.2025 | Platinum Equity Investment Holdings IC (Cayman), LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity InvestCo, L.P. | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Capital Partners V, L.P. | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Investment Holdings, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum InvestCo (Cayman), LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Tom Gores | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Investment Holdings V Manager, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Partners V, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | PE One Source Holdings, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Investment Holdings V, LLC | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 03.02.2025 | Platinum Equity Partners V, L.P. | Aktivist (13D/A) | 69,60 % | 156.743.635 | +69,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchas… |
| 23.12.2024 | ECP ControlCo, LLC | Aktivist (13D/A) | 7,00 % | 16.287.270 | -3,50 pp | |
| 23.12.2024 | ECP Starlight Guarantor (Public), LP | Aktivist (13D/A) | 7,00 % | 16.287.270 | Neu | |
| 23.12.2024 | ECP Cardinal Holdings, LP | Aktivist (13D/A) | 1,20 % | 2.847.446 | -0,60 pp | |
| 23.12.2024 | Energy Capital Partners III-B, LP | Aktivist (13D/A) | 7,00 % | 16.287.270 | -1,70 pp | |
| 23.12.2024 | Energy Capital Partners III, LP | Aktivist (13D/A) | 7,00 % | 16.287.270 | -1,70 pp | |
| 23.12.2024 | Energy Capital Partners III-A, LP | Aktivist (13D/A) | 7,00 % | 16.287.270 | -1,70 pp | |
| 23.12.2024 | Energy Capital Partners III, LLC | Aktivist (13D/A) | 7,00 % | 16.287.270 | -1,70 pp | |
| 23.12.2024 | Energy Capital Partners GP III, LP | Aktivist (13D/A) | 7,00 % | 16.287.270 | -1,70 pp | |
| 23.12.2024 | NESCO Holdings, LP | Aktivist (13D/A) | 5,80 % | 13.439.824 | -2,80 pp |
Stammdaten
Custom Truck One Source, Inc. bietet spezialisierte Ausrüstungsvermietungsdienste für die Stromübertragung und -verteilung, Telekommunikation, Schienenbahn und andere infrastrukturabhängige Industrien in Nordamerika an. Das Unternehmen ist tätig über die Segmente Equipment Rental Solutions, Truck and Equipment Sales und Aftermarket Parts and Services. Das Segment Equipment Rental Solutions besitzt neue und gebrauchte spezialisierte Ausrüstungen, einschließlich lastkraftwagengestützter Hubarbeitsbühnen, Kräne, Servicefahrzeuge, Kipper, Anhänger, Baggerlader und sonstige Maschinen und Ausrüstungen. Das Segment Truck and Equipment Sales bietet neue Ausrüstungen zum Verkauf für Einsatzzwecke, die spezifischen Kundenanforderungen angepasst werden können. Das Segment Aftermarket Parts and Services bietet Wartungs- und Reparaturdienste für Lastkraftwagen und Ausrüstungen sowie den Verkauf spezialisierter Aftermarket-Komponenten an. Das Unternehmen war früher als Nesco Holdings, Inc. bekannt und änderte seinen Namen im April 2021 zu Custom Truck One Source, Inc. Custom Truck One Source, Inc. wurde 1988 gegründet und hat seinen Sitz in Kansas City, Missouri.
Unternehmen & Branche
| Name | Custom Truck One Source, Inc. |
|---|---|
| Ticker | CTOS |
| CIK | 0001709682 |
| Boerse | NYSE |
| Sektor | Industrials |
| Industrie | Rental & Leasing Services |
| SIC | 7359 · Services-Equipment Rental & Leasing, NEC |
Wertpapier & Kennzahlen
| CUSIP | 23204X103 |
|---|---|
| ISIN | US23204X1037 |
| Typ | Common Stock |
| Marktkapitalisierung | 2,43 Mrd. USD |
| Beta | 1,41 |
Bewertung
| KBV (P/B) | 3,01 vs. 2,31 (2021) ▲ |
|---|---|
| KUV (P/S) | 1,25 vs. 1,70 (2021) ▼ |
| EV/EBITDA | 10,7 vs. 19,7 (2021) ▼ |
| FCF-Rendite | 12,8 % vs. 7,0 % (2021) ▲ |
| Buyback-Rendite | 1,3 % vs. 0,0 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 21,2 % vs. 18,0 % (2021) ▲ |
|---|---|
| Operative Marge | 6,4 % vs. -3,6 % (2021) ▲ |
| Nettomarge | -1,6 % vs. -15,6 % (2021) ▲ |
| ROIC | -1,2 % vs. -8,2 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 4,5 vs. 7,9 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 2,31 | 1,77 | 1,62 | 1,31 | 1,61 | |
| KUV (P/S) | 1,70 | 1,00 | 0,80 | 0,62 | 0,67 | |
| EV/EBITDA | 19,7 | 9,0 | 7,7 | 7,6 | 7,8 | |
| FCF-Rendite | 7,0 % | 2,9 % | -2,1 % | 10,8 % | 23,8 % | |
| Buyback-Rendite | 0,0 % | 0,7 % | 2,6 % | 2,6 % | 2,5 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 18,0 % | 24,4 % | 24,4 % | 21,7 % | 21,2 % | |
| Operative Marge | -3,6 % | 6,6 % | 9,2 % | 7,0 % | 6,4 % | |
| Nettomarge | -15,6 % | 2,5 % | 2,7 % | -1,6 % | -1,6 % | |
| ROIC | -8,2 % | 1,7 % | 2,1 % | -1,2 % | -1,2 % | |
| Nettoverschuldung/EBITDA | 7,9 | 4,2 | 3,9 | 4,5 | 4,5 | |
| Zinsdeckungsgrad | -8,1 | 8,2 | 4,7 | – | – | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 461.622.000 | -4.102.000 | -0,02 | 3.547.306.000 | 805.241.000 |
| 2025-12-31 | 10-K | 1.943.957.000 | -31.052.000 | -0,14 | 3.441.454.000 | 809.103.000 |
| 2025-09-30 | 10-Q | 482.058.000 | -5.756.000 | -0,03 | 3.540.707.000 | 784.682.000 |
| 2025-06-30 | 10-Q | 511.483.000 | -28.380.000 | -0,13 | 3.576.924.000 | 790.127.000 |
| 2025-03-31 | 10-Q | 422.232.000 | -17.791.000 | -0,08 | 3.542.908.000 | 813.419.000 |
| 2024-12-31 | 10-K | 1.802.280.000 | -28.655.000 | -0,12 | 3.501.967.000 | 861.309.000 |
| 2024-09-30 | 10-Q | 447.220.000 | -17.416.000 | -0,07 | 3.579.940.000 | 837.509.000 |
| 2024-06-30 | 10-Q | 423.013.000 | -24.478.000 | -0,10 | 3.523.568.000 | 856.682.000 |
| 2024-03-31 | 10-Q | 411.307.000 | -14.335.000 | -0,06 | 3.450.515.000 | 896.678.000 |
| 2023-12-31 | 10-K | 1.865.100.000 | 50.712.000 | 0,21 | 3.367.797.000 | 917.203.000 |
| 2023-09-30 | 10-Q | 434.353.000 | 9.180.000 | 0,04 | 3.227.670.000 | 913.391.000 |
| 2023-06-30 | 10-Q | 456.830.000 | 11.610.000 | 0,05 | 3.138.644.000 | 919.472.000 |
| 2023-03-31 | 10-Q | 452.163.000 | 13.800.000 | 0,06 | 3.069.383.000 | 904.837.000 |
| 2022-12-31 | 10-K | 1.573.086.000 | 38.905.000 | 0,16 | 2.938.212.000 | 888.443.000 |
| 2022-09-30 | 10-Q | 357.780.000 | -2.382.000 | -0,01 | 2.853.634.000 | 862.030.000 |
| 2022-06-30 | 10-Q | 362.106.000 | 13.623.000 | 0,05 | 2.814.415.000 | 870.125.000 |
| 2022-03-31 | 10-Q | 366.476.000 | -3.273.000 | -0,01 | 2.746.079.000 | 858.509.000 |
| 2021-12-31 | 10-K | 1.167.154.000 | -181.501.000 | -0,75 | 2.683.766.000 | 858.510.000 |
| 2021-09-30 | 10-Q | 357.305.000 | -20.525.000 | -0,08 | 2.681.221.000 | 857.495.000 |
| 2021-06-30 | 10-Q | 375.111.000 | -129.356.000 | -0,53 | 2.702.527.000 | 873.888.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Sales And Services | 1,4 Mrd. | 1,4 Mrd. | 1,4 Mrd. | 1,1 Mrd. | 797,1 Mio. | 27,5 % | +5,8% | |
| Sales And Services Equipment Sales | 1,3 Mrd. | 1,2 Mrd. | 1,3 Mrd. | 982,3 Mio. | 695,3 Mio. | 25,0 % | +6,7% | |
| Equipment Sales | 1,3 Mrd. | 1,2 Mrd. | 1,3 Mrd. | 982,3 Mio. | 695,3 Mio. | 25,0 % | +6,7% | |
| Rental Revenue | 506,2 Mio. | 443,0 Mio. | 478,9 Mio. | 464,0 Mio. | 370,1 Mio. | 9,7 % | +14,3% | |
| Rental Revenue Excluding Shipping And Handling | 480,6 Mio. | 422,3 Mio. | 453,7 Mio. | 444,2 Mio. | 355,7 Mio. | 9,2 % | +13,8% | |
| Sales And Services Parts And Services | 133,3 Mio. | 136,3 Mio. | 132,7 Mio. | 126,7 Mio. | 101,8 Mio. | 2,6 % | -2,2% | |
| Sales And Services Parts And Services Services To Customers | 31,0 Mio. | 27,2 Mio. | 30,0 Mio. | 26,1 Mio. | 21,5 Mio. | 0,6 % | +14,0% | |
| Rental Revenue Shipping And Handling | 25,6 Mio. | 20,7 Mio. | 25,2 Mio. | 19,9 Mio. | 14,4 Mio. | 0,5 % | +23,9% |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 1,9 Mrd. | 1,8 Mrd. | 1,8 Mrd. | 1,5 Mrd. | 1,1 Mrd. | 98,0 % | +8,5% | |
| CA | 39,6 Mio. | 47,1 Mio. | 48,6 Mio. | 43,9 Mio. | 18,5 Mio. | 2,0 % | -15,8% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 27.04.2026 | 461,6 Mio. USD | -0,02 |
| Q3 2025 | 30.09.2025 | 27.10.2025 | 482,1 Mio. USD | -0,03 |
| Q2 2025 | 30.06.2025 | 27.10.2025 | 511,5 Mio. USD | -0,13 |
| Q1 2025 | 31.03.2025 | 27.04.2026 | 422,2 Mio. USD | -0,08 |
| Q3 2024 | 30.09.2024 | 27.10.2025 | 447,2 Mio. USD | -0,07 |
| Q2 2024 | 30.06.2024 | 27.10.2025 | 423,0 Mio. USD | -0,10 |
| Q1 2024 | 31.03.2024 | 27.10.2025 | 411,3 Mio. USD | -0,06 |
| Q3 2023 | 30.09.2023 | 30.10.2024 | 434,4 Mio. USD | 0,04 |
| Q2 2023 | 30.06.2023 | 30.10.2024 | 456,8 Mio. USD | 0,05 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 27.04.2026 | 10-Q | 31.03.2026 | 27 Tage | SEC » |
| 10.03.2026 | 10-K | 31.12.2025 | 69 Tage | SEC » |
| 27.10.2025 | 10-Q | 30.09.2025 | 27 Tage | SEC » |
| 30.07.2025 | 10-Q | 30.06.2025 | 30 Tage | SEC » |
| 30.04.2025 | 10-Q | 31.03.2025 | 30 Tage | SEC » |
| 04.03.2025 | 10-K | 31.12.2024 | 63 Tage | SEC » |
| 30.10.2024 | 10-Q | 30.09.2024 | 30 Tage | SEC » |
| 01.08.2024 | 10-Q | 30.06.2024 | 32 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 07.03.2024 | 10-K | 31.12.2023 | 67 Tage | SEC » |
| 07.11.2023 | 10-Q | 30.09.2023 | 38 Tage | SEC » |
| 08.08.2023 | 10-Q | 30.06.2023 | 39 Tage | SEC » |
| 09.05.2023 | 10-Q | 31.03.2023 | 39 Tage | SEC » |
| 14.03.2023 | 10-K | 31.12.2022 | 73 Tage | SEC » |
| 08.11.2022 | 10-Q | 30.09.2022 | 39 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 16.03.2022 | 10-K | 31.12.2021 | 75 Tage | SEC » |
| 15.11.2021 | 10-Q | 30.09.2021 | 46 Tage | SEC » |
| 16.08.2021 | 10-Q | 30.06.2021 | 47 Tage | SEC » |
| 17.05.2021 | 10-Q | 31.03.2021 | 47 Tage | SEC » |
| 09.03.2021 | 10-K | 31.12.2020 | 68 Tage | SEC » |
| 09.11.2020 | 10-Q | 30.09.2020 | 40 Tage | SEC » |
| 06.08.2020 | 10-Q | 30.06.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 23.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 20.08.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 14.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 20.06.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 07.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.01.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-13 | 500 | 9,96 | 4.980 |
| 2026-05-01 | 4.908 | 9,85 | 48.344 |
| 2026-04-21 | 2.370 | 7,88 | 18.676 |
| 2026-04-16 | 5.000 | 7,17 | 35.850 |
| 2026-04-14 | 29.146 | 7,36 | 214.515 |
| 2026-04-13 | 32.055 | 7,26 | 232.719 |
| 2026-04-10 | 32.741 | 7,28 | 238.354 |
| 2026-04-09 | 32.741 | 7,00 | 229.187 |
| 2026-03-23 | 1.374 | 6,08 | 8.354 |
| 2026-02-11 | 532 | 6,97 | 3.708 |
| 2026-02-06 | 1.026 | 6,51 | 6.679 |
| 2026-02-05 | 1 | 6,60 | 7 |
| 2026-02-04 | 253 | 6,55 | 1.657 |
| 2026-02-03 | 449 | 6,59 | 2.959 |
| 2026-02-02 | 449 | 6,32 | 2.838 |
| 2026-01-23 | 123.114 | 6,62 | 815.015 |
| 2026-01-22 | 106.781 | 6,45 | 688.737 |
| 2026-01-21 | 55.046 | 6,22 | 342.386 |
| 2026-01-20 | 55.058 | 6,28 | 345.764 |
| 2026-01-16 | 138.557 | 6,40 | 886.765 |
| 2026-01-15 | 75.151 | 6,31 | 474.203 |
| 2026-01-14 | 75.092 | 6,36 | 477.585 |
| 2026-01-07 | 139.945 | 6,13 | 857.863 |
| 2026-01-06 | 263.689 | 6,19 | 1.632.235 |
| 2026-01-05 | 92.033 | 5,80 | 533.791 |
| 2026-01-02 | 91.822 | 5,76 | 528.895 |
| 2025-12-31 | 78.660 | 5,79 | 455.441 |
| 2025-12-30 | 91.671 | 5,89 | 539.942 |
| 2025-12-29 | 94.310 | 5,97 | 563.031 |
| 2025-12-26 | 127.307 | 5,99 | 762.569 |
| 2025-12-24 | 120.399 | 5,98 | 719.986 |
| 2025-12-23 | 77.856 | 5,99 | 466.357 |
| 2025-12-22 | 94.827 | 5,96 | 565.169 |
| 2025-12-19 | 131.529 | 5,98 | 786.543 |
| 2025-12-18 | 131.543 | 6,00 | 789.258 |
| 2025-12-17 | 128.416 | 6,23 | 800.032 |
| 2025-12-16 | 65.268 | 6,18 | 403.356 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.