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 % | 26.00 | +3.5 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 27.68 | -2.8 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 37 Tagen @ 25.11 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 26.02 | EMA50: 26.32 | |
| MACD-Histogramm | Bärisch | 10 % | -0.035 | Bearisch | |
| RSI(14) | Neutral | 10 % | 54.5 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 58.0 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 18.0 | +DI: 24.4 / −DI: 23.0 | |
| Z-Score(60) | Neutral | 5 % | 0.89 | In Range | |
| 52W-Position | Neutral | 5 % | 29.8 % | Hoch 33.12 / Tief 24.27 | |
| Bollinger(20,2σ) | Neutral | 5 % | 66.3 % | Upper 28.42 / Mid 26.18 / Lower 23.93 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0007 | R²=0.00 / annualisiert -0.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -10.638 | 27,36 | -291.055,68 | -0,4% | |
| 2026-04-16 | Chambliss Malisa | Officer, Chief Human Resources Officer | Open Market Sale | -764 | 27,36 | -20.903,04 | 0,0% | |
| 2026-04-16 | Brancato Anthony | Officer, See Remarks | Open Market Sale | -1.107 | 27,36 | -30.287,52 | 0,0% | |
| 2026-04-16 | Krekeler Gregory Clemens | Officer, See Remarks | Open Market Sale | -390 | 27,36 | -10.670,40 | 0,0% | |
| 2026-04-16 | Trapp Alex | Officer, Chief Strategy Officer | Open Market Sale | -475 | 27,36 | -12.996,00 | 0,0% | |
| 2026-04-16 | Prebble Lewis | Officer, See Remarks | Open Market Sale | -1.141 | 27,36 | -31.217,76 | 0,0% | |
| 2026-04-16 | Ernzen Kimberly | Officer, Chief Operating Officer | Open Market Sale | -2.516 | 27,36 | -68.837,76 | -0,1% | |
| 2026-04-16 | Drobny Marc | Officer, See Remarks | Open Market Sale | -1.094 | 27,36 | -29.931,84 | 0,0% | |
| 2026-04-16 | Satterfield Daniel | Officer, CFO & Treasurer | Open Market Sale | -2.306 | 27,36 | -63.092,16 | -0,1% | |
| 2026-03-13 | McElhinney Paul | Director | Open Market Purchase | 37.243 | 26,41 | 983.606,25 | +1,2% | |
| 2026-03-04 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,09 | -1.203.456,00 | -1,5% | |
| 2026-03-02 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,33 | -1.213.100,00 | -1,5% | |
| 2026-02-26 | Carlyle Group Inc. | 10% Owner | Open Market Sale | -19.840.268 | 31,46 | -624.174.831,28 | -758,2% | |
| 2026-02-06 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,12 | -1.204.860,00 | -1,5% | |
| 2026-02-04 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,12 | -1.204.720,00 | -1,5% | |
| 2026-02-03 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,86 | -1.234.528,00 | -1,5% | |
| 2026-02-02 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,47 | -1.218.704,00 | -1,5% | |
| 2026-01-29 | GIC Private Ltd | 10% Owner | Open Market Sale | -9.253.412 | 30,54 | -282.552.935,42 | -343,2% | |
| 2026-01-29 | GIC Private Ltd | 10% Owner | Open Market Sale | -1.637.465 | 30,54 | -49.999.993,78 | -60,7% | |
| 2026-01-29 | Carlyle Group Inc. | 10% Owner | Open Market Sale | -48.246.588 | 31,00 | -1.495.644.228,00 | -1816,9% | |
| 2026-01-08 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,76 | -1.230.332,00 | -1,5% | |
| 2026-01-07 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,24 | -1.209.548,00 | -1,5% | |
| 2026-01-06 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,46 | -1.218.404,00 | -1,5% | |
| 2026-01-05 | Drobny Marc | Officer, See Remarks | Open Market Sale | -15.000 | 30,12 | -451.764,00 | -0,5% | |
| 2026-01-05 | Ford Russell Wayne | Director, Officer, Chief Executive Officer | Open Market Sale | -40.000 | 30,18 | -1.207.336,00 | -1,5% | |
| 2025-10-15 | Trapp Alex | Officer, Chief Strategy Officer | Open Market Sale | -10.000 | 29,21 | -292.100,00 | -0,4% | |
| 2025-09-23 | Trapp Alex | Officer, Chief Strategy Officer | Open Market Sale | -4.035 | 28,00 | -112.980,00 | -0,1% | |
| 2025-09-19 | Trapp Alex | Officer, Chief Strategy Officer | Open Market Sale | -2.873 | 28,00 | -80.444,00 | -0,1% | |
| 2025-09-18 | Trapp Alex | Officer, Chief Strategy Officer | Open Market Sale | -73.718 | 28,06 | -2.068.165,86 | -2,5% | |
| 2025-09-10 | Drobny Marc | Officer, See Remarks | Open Market Sale | -20.000 | 26,80 | -536.032,00 | -0,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Carlyle Group Inc. | 84.587.035 | 152.673.891 | -68.086.856 | 2.184.883.114 | Reduziert | -44,6% | |
| BlackRock, Inc. | 21.787.131 | 9.325.115 | 12.462.016 | 562.761.594 | Aufgestockt | +133,6% | |
| Allspring Global Investments Holdings, LLC | 15.081.516 | 10.557.823 | 4.523.693 | 395.889.795 | Aufgestockt | +42,8% | |
| STATE STREET CORP | 12.674.968 | 5.670.371 | 7.004.597 | 327.394.423 | Aufgestockt | +123,5% | |
| VANGUARD GROUP INC | 10.919.343 | 0 | 10.919.343 | 313.166.758 | Neu | +100,0% | |
| JANUS HENDERSON GROUP PLC | 12.040.337 | 11.224.061 | 816.276 | 311.002.339 | Aufgestockt | +7,3% | |
| VICTORY CAPITAL MANAGEMENT INC | 9.507.446 | 5.040.723 | 4.466.723 | 245.577.330 | Aufgestockt | +88,6% | |
| NORGES BANK | 7.589.073 | 0 | 7.589.073 | 217.654.614 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 8.170.466 | 10.867.767 | -2.697.301 | 211.043.136 | Reduziert | -24,8% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.783.272 | 0 | 7.783.272 | 201.041.916 | Neu | +100,0% | |
| Findlay Park Partners LLP | 4.084.441 | 0 | 4.084.441 | 105.501.111 | Neu | +100,0% | |
| FMR LLC | 3.836.353 | 3.005.466 | 830.887 | 99.093.006 | Aufgestockt | +27,6% | |
| GEODE CAPITAL MANAGEMENT, LLC | 3.682.456 | 2.386.319 | 1.296.137 | 95.142.595 | Aufgestockt | +54,3% | |
| STEADFAST CAPITAL MANAGEMENT LP | 3.310.834 | 0 | 3.310.834 | 94.954.719 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 3.502.681 | 1.916.375 | 1.586.306 | 90.474.251 | Aufgestockt | +82,8% | |
| Invesco Ltd. | 3.490.818 | 2.958.630 | 532.188 | 90.167.830 | Aufgestockt | +18,0% | |
| UBS Group AG | 3.472.938 | 815.230 | 2.657.708 | 89.705.989 | Aufgestockt | +326,0% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.245.097 | 3.465.939 | -220.842 | 83.820.856 | Reduziert | -6,4% | |
| BROWN ADVISORY INC | 2.864.638 | 3.387.832 | -523.194 | 73.993.597 | Reduziert | -15,4% | |
| PARNASSUS INVESTMENTS, LLC | 2.627.220 | 2.512.169 | 115.051 | 67.861.092 | Aufgestockt | +4,6% | |
| RAYMOND JAMES FINANCIAL INC | 2.271.763 | 2.398.190 | -126.427 | 57.242.788 | Reduziert | -5,3% | |
| M.D. Sass, LLC | 2.149.680 | 1.991.537 | 158.143 | 55.526.234 | Aufgestockt | +7,9% | |
| Burkehill Global Management, LP | 1.899.646 | 1.500.000 | 399.646 | 49.067.856 | Aufgestockt | +26,6% | |
| ArrowMark Colorado Holdings LLC | 1.657.434 | 1.917.975 | -260.541 | 42.811.520 | Reduziert | -13,6% | |
| MORGAN STANLEY | 1.627.118 | 844.116 | 783.002 | 42.028.459 | Aufgestockt | +92,8% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.575.000 | 1.822.400 | -247.400 | 40.682.250 | Reduziert | -13,6% | |
| NORTHERN TRUST CORP | 1.449.594 | 627.246 | 822.348 | 37.443.012 | Aufgestockt | +131,1% | |
| SEI INVESTMENTS CO | 1.439.421 | 926.429 | 512.992 | 37.180.205 | Aufgestockt | +55,4% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.356.381 | 851.820 | 504.561 | 35.035.321 | Aufgestockt | +59,2% | |
| DIMENSIONAL FUND ADVISORS LP | 1.336.831 | 60.184 | 1.276.647 | 34.513.056 | Aufgestockt | +2121,2% | |
| MILLENNIUM MANAGEMENT LLC | 1.228.865 | 732.143 | 496.722 | 31.741.583 | Aufgestockt | +67,8% | |
| ALKEON CAPITAL MANAGEMENT LLC | 1.202.019 | 1.702.019 | -500.000 | 31.048.150 | Reduziert | -29,4% | |
| Ghisallo Capital Management LLC | 1.200.000 | 200.000 | 1.000.000 | 30.996.000 | Aufgestockt | +500,0% | |
| CITADEL ADVISORS LLC | 1.193.020 | 189.995 | 1.003.025 | 30.815.707 | Aufgestockt | +527,9% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.113.915 | 981.533 | 132.382 | 28.772.413 | Aufgestockt | +13,5% | |
| Trinity Street Asset Management LLP | 994.658 | 0 | 994.658 | 25.692.016 | Neu | +100,0% | |
| Verbena Value LP | 889.600 | 185.600 | 704.000 | 22.978.368 | Aufgestockt | +379,3% | |
| Trexquant Investment LP | 856.040 | 307.147 | 548.893 | 22.111.513 | Aufgestockt | +178,7% | |
| Zimmer Partners, LP | 850.000 | 360.951 | 489.049 | 21.955.500 | Aufgestockt | +135,5% | |
| GOLDMAN SACHS GROUP INC | 840.434 | 440.844 | 399.590 | 21.708.410 | Aufgestockt | +90,6% | |
| MetLife Investment Management, LLC | 826.277 | 2.921 | 823.356 | 21.342.735 | Aufgestockt | +28187,5% | |
| RENAISSANCE TECHNOLOGIES LLC | 814.800 | 598.700 | 216.100 | 21.046.284 | Aufgestockt | +36,1% | |
| Alyeska Investment Group, L.P. | 811.190 | 980.298 | -169.108 | 20.953.038 | Reduziert | -17,3% | |
| J. Goldman & Co LP | 769.996 | 438.319 | 331.677 | 19.888.997 | Aufgestockt | +75,7% | |
| TD ASSET MANAGEMENT INC | 748.266 | 696.466 | 51.800 | 19.327.711 | Aufgestockt | +7,4% | |
| BARCLAYS PLC | 730.201 | 165.320 | 564.881 | 18.861.091 | Aufgestockt | +341,7% | |
| Woodline Partners LP | 721.436 | 811.804 | -90.368 | 18.634.692 | Reduziert | -11,1% | |
| Vulcan Value Partners, LLC | 716.983 | 0 | 716.983 | 18.549.315 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 709.683 | 600.218 | 109.465 | 18.331.111 | Aufgestockt | +18,2% | |
| SOROS FUND MANAGEMENT LLC | 700.000 | 424.600 | 275.400 | 18.081.000 | Aufgestockt | +64,9% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Carlyle Group Inc. | 84.587.035 | 152.673.891 | -44,6% | 2.184.883.114 | 32,61 |
| BlackRock, Inc. | 21.787.131 | 9.325.115 | +133,6% | 562.761.594 | 8,40 |
| Allspring Global Investments Holdings, LLC | 15.081.516 | 10.557.823 | +42,8% | 395.889.795 | 5,91 |
| STATE STREET CORP | 12.674.968 | 5.670.371 | +123,5% | 327.394.423 | 4,89 |
| JANUS HENDERSON GROUP PLC | 12.040.337 | 11.224.061 | +7,3% | 311.002.339 | 4,64 |
| VICTORY CAPITAL MANAGEMENT INC | 9.507.446 | 5.040.723 | +88,6% | 245.577.330 | 3,67 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.170.466 | 10.867.767 | -24,8% | 211.043.136 | 3,15 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.783.272 | 0 | +100,0% | 201.041.916 | 3,00 |
| Findlay Park Partners LLP | 4.084.441 | 0 | +100,0% | 105.501.111 | 1,57 |
| FMR LLC | 3.836.353 | 3.005.466 | +27,6% | 99.093.006 | 1,48 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.682.456 | 2.386.319 | +54,3% | 95.142.595 | 1,42 |
| BANK OF AMERICA CORP /DE/ | 3.502.681 | 1.916.375 | +82,8% | 90.474.251 | 1,35 |
| Invesco Ltd. | 3.490.818 | 2.958.630 | +18,0% | 90.167.830 | 1,35 |
| UBS Group AG | 3.472.938 | 815.230 | +326,0% | 89.705.989 | 1,34 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.245.097 | 3.465.939 | -6,4% | 83.820.856 | 1,25 |
| BROWN ADVISORY INC | 2.864.638 | 3.387.832 | -15,4% | 73.993.597 | 1,10 |
| PARNASSUS INVESTMENTS, LLC | 2.627.220 | 2.512.169 | +4,6% | 67.861.092 | 1,01 |
| RAYMOND JAMES FINANCIAL INC | 2.271.763 | 2.398.190 | -5,3% | 57.242.788 | 0,85 |
| M.D. Sass, LLC | 2.149.680 | 1.991.537 | +7,9% | 55.526.234 | 0,83 |
| Burkehill Global Management, LP | 1.899.646 | 1.500.000 | +26,6% | 49.067.856 | 0,73 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 320 | 347,6 | 7.462 |
| 31.12.2025 | ✓ | 243 | 323,0 | 8.185 |
| 30.09.2025 | ✓ | 233 | 308,4 | 18.729 |
| 30.06.2025 | ✓ | 224 | 321,4 | 22.184 |
| 31.03.2025 | ✓ | 202 | 271,5 | 17.528 |
| 31.12.2024 | ✓ | 129 | 95,5 | 14.615 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 7.589.073 | 217.654.614 |
| KENNEDY CAPITAL MANAGEMENT LLC | 981.533 | 28.150.379 |
| DAVIDSON INVESTMENT ADVISORS | 447.800 | 12.842.904 |
| J. Goldman & Co LP | 438.319 | 12.570.989 |
| AGF MANAGEMENT LTD | 387.048 | 11.100.537 |
| Squarepoint Ops LLC | 352.422 | 10.107.463 |
| Verbena Value LP | 185.600 | 5.323.008 |
| State of Tennessee, Department of Treasury | 76.402 | 2.360.058 |
| PenderFund Capital Management Ltd. | 80.700 | 2.314.476 |
| Symmetry Investments LP | 70.000 | 2.007.600 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 14.000.143 | 3.540.167 | +33.8 % | 401.525 |
| VICTORY CAPITAL MANAGEMENT INC | 5.040.723 | 3.212.827 | +175.8 % | 144.567.936 |
| BESSEMER GROUP INC | 3.103.667 | 3.102.973 | +447114.3 % | 89.014 |
| Allspring Global Investments Holdings, LLC | 10.557.823 | 1.484.755 | +16.4 % | 312.933.874 |
| PARNASSUS INVESTMENTS, LLC | 2.512.169 | 1.372.588 | +120.4 % | 72.049.007 |
| FMR LLC | 3.005.466 | 1.241.126 | +70.3 % | 86.196.773 |
| T. Rowe Price Investment Management, Inc. | 11.984.551 | 1.194.488 | +11.1 % | 343.717 |
| JANUS HENDERSON GROUP PLC | 11.224.061 | 1.108.066 | +11.0 % | 321.905.749 |
| M.D. Sass, LLC | 1.991.537 | 816.573 | +69.5 % | 57.117.281 |
| BANK OF AMERICA CORP /DE/ | 1.916.375 | 642.092 | +50.4 % | 54.961.634 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 52.054 | -4.132.763 | -98.8 % | 1.492.909 |
| FEDERATED HERMES, INC. | 256.800 | -2.605.798 | -91.0 % | 7.365.024 |
| ROYAL BANK OF CANADA | 160.877 | -2.301.757 | -93.5 % | 4.614.000 |
| Freestone Grove Partners LP | 154.286 | -2.128.188 | -93.2 % | 4.424.922 |
| Fortress Investment Group LLC | 2.606 | -942.794 | -99.7 % | 74.740 |
| FRANKLIN RESOURCES INC | 9.196 | -942.440 | -99.0 % | 263.742 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 254.685 | -739.842 | -74.4 % | 7.304.366 |
| BNP PARIBAS FINANCIAL MARKETS | 84.020 | -678.221 | -89.0 % | 2.409.694 |
| Zimmer Partners, LP | 360.951 | -639.049 | -63.9 % | 10.352.075 |
| RENAISSANCE TECHNOLOGIES LLC | 598.700 | -569.300 | -48.7 % | 17.170.716 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | Carlyle Holdings I L.P. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | Carlyle Holdings I GP Inc. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | CG Subsidiary Holdings L.L.C. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | Carlyle Holdings I GP Sub L.L.C. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | Carlyle Partners VII S1 Holdings II, L.P. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | TC Group VII S1, L.P. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | TC Group VII S1, L.L.C. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | Carlyle Group Inc. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | TC Group Sub L.P. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | TC Group, L.L.C. | Passiv (13G/A) | 25,40 % | 84.587.035 | -20,20 pp | |
| 15.05.2026 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 11,70 % | 39.045.641 | +1,10 pp | |
| 08.05.2026 | GIC Private Limited | Passiv (13G/A) | 5,74 % | 19.094.140 | Neu | |
| 08.05.2026 | GIC Special Investments Private Limited | Passiv (13G/A) | 5,74 % | 19.094.140 | -4,56 pp | |
| 08.05.2026 | Hux Investments Pte Ltd | Passiv (13G/A) | 5,74 % | 19.094.140 | Neu | |
| 27.04.2026 | BlackRock, Inc. | Passiv (13G) | 5,90 % | 19.735.278 | Neu | |
| 06.02.2026 | T. Rowe Price Associates, Inc. | Passiv (13G) | 10,60 % | 35.295.101 | Neu | |
| 12.08.2025 | TC Group VII S1, L.P. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | Carlyle Group Inc. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | Carlyle Partners VII S1 Holdings II, L.P. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | TC Group VII S1, L.L.C. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | TC Group Sub L.P. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | TC Group, L.L.C. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | CG Subsidiary Holdings L.L.C. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | Carlyle Holdings I GP Sub L.L.C. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | Carlyle Holdings I L.P. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 12.08.2025 | Carlyle Holdings I GP Inc. | Passiv (13G/A) | 45,60 % | 152.673.891 | -8,50 pp | |
| 08.08.2025 | Hux Investment Pte Ltd | Passiv (13G/A) | 10,30 % | 34.463.633 | -1,90 pp | |
| 08.08.2025 | GIC Private Ltd | Passiv (13G/A) | 10,30 % | 34.463.633 | -1,90 pp | |
| 08.08.2025 | GIC Special Investments Private Limited | Passiv (13G/A) | 10,30 % | 34.463.633 | -1,90 pp | |
| 13.05.2025 | Carlyle Holdings I L.P. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | Carlyle Holdings I GP Sub L.L.C. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | TC Group, L.L.C. | Passiv (13G/A) | 54,10 % | 180.820.300 | Neu | |
| 13.05.2025 | CG Subsidiary Holdings L.L.C. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | Carlyle Holdings I GP Inc. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | TC Group Sub L.P. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | TC Group VII S1, L.L.C. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | Carlyle Partners VII S1 Holdings II, L.P. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | TC Group VII S1, L.P. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | Carlyle Group Inc. | Passiv (13G/A) | 54,10 % | 180.820.300 | -8,70 pp | |
| 13.05.2025 | GIC Private Ltd | Passiv (13G/A) | 12,20 % | 40.817.224 | -1,99 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 11.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 27.03.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 10.12.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 17.11.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 14.10.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 07.10.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 02.10.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 01.10.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 30.09.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
StandardAero, Inc. bietet Triebwerks-Aftermarket-Dienstleistungen für Flugzeuge mit Fest- und Drehflügeln in den USA, Kanada, dem Vereinigten Königreich, dem übrigen Europa, Asien und international an. Das Unternehmen ist in zwei Segmenten tätig: Engine Services und Component Repair Services. Das Segment Engine Services bietet eine Reihe von Aftermarket-Dienstleistungen an, einschließlich Wartung, Reparatur und Überholung, On-Wing- und Felddienstleistungen, Vermögensmanagement sowie Ingenieur- und verwandte Lösungen für Kunden in den Endmärkten der kommerziellen Luftfahrt, Militär- und Hubschrauberflugfahrt sowie Geschäftsflugfahrt. Das Segment Component Repair Services bietet Reparaturen von Triebwerkskomponenten und Zubehör für die Endmärkte der kommerziellen Luftfahrt, Militär- und Hubschrauberflugfahrt, Land- und Schifffahrt sowie Öl und Gas an. Das Unternehmen wurde 1911 gegründet und hat seinen Hauptsitz in Scottsdale, Arizona.
Unternehmen & Branche
| Name | StandardAero, Inc. |
|---|---|
| Ticker | SARO |
| CIK | 0002025410 |
| Boerse | NYSE |
| Sektor | Industrials |
| Industrie | Aerospace & Defense |
| SIC | 3724 · Aircraft Engines & Engine Parts |
Wertpapier & Kennzahlen
| CUSIP | 85423L103 |
|---|---|
| ISIN | US85423L1035 |
| Typ | Common Stock |
| Marktkapitalisierung | 8,67 Mrd. USD |
| KGV (P/E) | 31,27 |
Bewertung
| KBV (P/B) | 3,25 |
|---|---|
| KUV (P/S) | 1,43 |
| FCF-Rendite | 2,7 % |
Qualität & Bilanz
| Bruttomarge | 14,8 % vs. 13,1 % (2022) ▲ |
|---|---|
| Operative Marge | 9,1 % vs. 6,3 % (2022) ▲ |
| Nettomarge | 4,6 % vs. -0,5 % (2022) ▲ |
| ROIC | 5,4 % vs. -1,8 % (2022) ▲ |
| Zinsdeckungsgrad | 3,2 vs. 1,1 (2022) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2022. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|
| Bewertung | |||||
| KBV (P/B) | – | – | 3,49 | 3,59 | |
| KUV (P/S) | – | – | 1,58 | 1,58 | |
| FCF-Rendite | – | – | -0,3 % | 2,4 % | |
| Qualität & Bilanz | |||||
| Bruttomarge | 13,1 % | 13,9 % | 14,4 % | 14,8 % | |
| Operative Marge | 6,3 % | 7,4 % | 7,7 % | 9,1 % | |
| Nettomarge | -0,5 % | -0,8 % | 0,2 % | 4,6 % | |
| ROIC | -1,8 % | -0,8 % | 0,2 % | 5,4 % | |
| Zinsdeckungsgrad | 1,1 | 1,1 | 1,4 | 3,2 | |
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 | 1.626.857.000 | 79.930.000 | 0,24 | 6.704.773.000 | 2.689.724.000 |
| 2025-12-31 | 10-K | 6.062.513.000 | 277.417.000 | 0,83 | 6.557.411.000 | 2.667.311.000 |
| 2025-09-30 | 10-Q | 1.497.962.000 | 68.120.000 | 0,20 | 6.649.257.000 | 2.584.948.000 |
| 2025-06-30 | 10-Q | 1.528.943.000 | 67.713.000 | 0,20 | 6.482.711.000 | 2.513.283.000 |
| 2025-03-31 | 10-Q | 1.435.588.000 | 62.943.000 | 0,19 | 6.496.074.000 | 2.437.968.000 |
| 2024-12-31 | 10-K | 5.237.161.000 | 10.974.000 | 0,04 | 6.213.601.000 | 2.373.404.000 |
| 2024-09-30 | 10-Q | 1.244.627.000 | 16.436.000 | 0,06 | 6.059.146.000 | 1.163.862.000 |
| 2024-06-30 | 10-Q | 1.347.198.000 | 5.404.000 | 0,02 | 1.158.828.000 | |
| 2024-03-31 | 10-Q | 1.235.723.000 | 3.187.000 | 0,01 | 1.152.694.000 | |
| 2023-12-31 | 10-K | 4.563.284.000 | -35.061.000 | -0,13 | 5.759.402.000 | 1.146.712.000 |
| 2023-09-30 | 10-Q | 1.099.441.000 | -17.933.000 | -0,06 | 1.174.448.000 | |
| 2023-06-30 | 10-Q | -838.000 | 1.193.403.000 | |||
| 2023-03-31 | 10-Q | -11.731.000 | 1.181.826.000 | |||
| 2022-12-31 | 10-K | 4.150.478.000 | -21.000.000 | -0,08 | 1.199.028.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Engine Services | 5,4 Mrd. | 4,6 Mrd. | 4,0 Mrd. | 3,7 Mrd. | 87,1 % | +15,3% | |
| Component Repair Services | 708,6 Mio. | 592,4 Mio. | 513,4 Mio. | 427,2 Mio. | 11,5 % | +19,6% | |
| Rental Engines | 85,9 Mio. | – | – | – | 1,4 % | Neu |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| US | 3,4 Mrd. | 3,1 Mrd. | 2,9 Mrd. | 2,5 Mrd. | 55,9 % | +10,3% | |
| CA | 756,8 Mio. | 591,2 Mio. | 372,6 Mio. | 434,7 Mio. | 12,5 % | +28,0% | |
| Rest Of Europe | 544,7 Mio. | 402,1 Mio. | 360,3 Mio. | 292,3 Mio. | 9,0 % | +35,5% | |
| Asia | 508,9 Mio. | 233,7 Mio. | 209,7 Mio. | 184,3 Mio. | 8,4 % | +117,7% | |
| GB | 446,2 Mio. | 604,3 Mio. | 453,9 Mio. | 528,6 Mio. | 7,4 % | -26,2% | |
| Rest Of World | 417,1 Mio. | 332,3 Mio. | 304,5 Mio. | 242,7 Mio. | 6,9 % | +25,5% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 08.05.2026 | 1,6 Mrd. USD | 0,24 |
| Q3 2025 | 30.09.2025 | 10.11.2025 | 1,5 Mrd. USD | 0,20 |
| Q2 2025 | 30.06.2025 | 10.11.2025 | 1,5 Mrd. USD | 0,20 |
| Q1 2025 | 31.03.2025 | 08.05.2026 | 1,4 Mrd. USD | 0,19 |
| Q3 2024 | 30.09.2024 | 10.11.2025 | 1,2 Mrd. USD | 0,06 |
| Q2 2024 | 30.06.2024 | 10.11.2025 | 1,3 Mrd. USD | 0,02 |
| Q1 2024 | 31.03.2024 | 10.11.2025 | 1,2 Mrd. USD | 0,02 |
| Q3 2023 | 30.09.2023 | 13.11.2024 | 1,1 Mrd. USD | -0,06 |
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 | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | 31.03.2026 | 38 Tage | SEC » |
| 26.02.2026 | 10-K | 31.12.2025 | 57 Tage | SEC » |
| 10.11.2025 | 10-Q | 30.09.2025 | 41 Tage | SEC » |
| 14.08.2025 | 10-Q | 30.06.2025 | 45 Tage | SEC » |
| 13.05.2025 | 10-Q | 31.03.2025 | 43 Tage | SEC » |
| 12.03.2025 | 10-K | 31.12.2024 | 71 Tage | SEC » |
| 13.11.2024 | 10-Q | 30.09.2024 | 44 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 07.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 of the Original Filing to include the provisions of the executed transition agreement entered into by and… |
| 01.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Director or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Director or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-11 | 5.590 | 25,14 | 140.533 |
| 2026-04-30 | 131 | 24,44 | 3.202 |
| 2026-04-27 | 67 | 24,54 | 1.644 |
| 2026-04-16 | 203 | 27,24 | 5.530 |
| 2026-04-07 | 3.768 | 26,37 | 99.362 |
| 2026-04-01 | 1.919 | 25,83 | 49.568 |
| 2026-03-30 | 5.603 | 25,46 | 142.652 |
| 2026-03-26 | 245 | 26,64 | 6.527 |
| 2026-03-23 | 67.643 | 25,60 | 1.731.661 |
| 2026-03-19 | 136 | 27,16 | 3.694 |
| 2026-03-18 | 165.300 | 26,96 | 4.456.488 |
| 2026-03-13 | 8.295 | 26,59 | 220.564 |
| 2026-03-12 | 191 | 28,37 | 5.419 |
| 2026-03-10 | 463.066 | 28,59 | 13.239.057 |
| 2026-03-05 | 252.000 | 30,13 | 7.592.760 |
| 2026-03-04 | 1.500 | 29,72 | 44.580 |
| 2026-02-26 | 43.523 | 30,83 | 1.341.814 |
| 2026-02-25 | 228 | 31,84 | 7.260 |
| 2026-02-23 | 115 | 31,96 | 3.675 |
| 2026-02-20 | 21.170 | 31,44 | 665.585 |
| 2026-01-29 | 1.502 | 31,59 | 47.448 |
| 2026-01-23 | 16 | 32,35 | 518 |
| 2025-12-22 | 21.961 | 28,66 | 629.402 |
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.