Stammdaten
Espey Mfg. & Electronics Corp., ein Designunternehmen für Leistungselektronik und Original-Equipment-Hersteller, entwickelt, fertigt und prüft elektronische Ausrüstungen hauptsächlich für militärische und industrielle Anwendungen in den Vereinigten Staaten und international. Die Hauptprodukte des Unternehmens umfassen Stromversorgungen, Stromwandler, Filter, Leistungstransformatoren, magnetische Komponenten, Stromverteilungsausrüstungen, USV-Systeme, Antennen und Hochleistungsradarsysteme zur Verwendung in Wechselstrom- und Gleichstromlokomotiven, Bordenergieversorgung, Bordradar, Flugbordenergieversorgung, bodengestütztem Radar und mobilen Bodenenergieversorgungsanwendungen. Das Unternehmen bietet auch verschiedene Dienstleistungen an, darunter Design und Entwicklung nach Spezifikation, Fertigung nach Zeichnung, Designdienstleistungen, Designstudien, Umweltprüfdienstleistungen, Metallbearbeitung, Lackierdienstleistungen und Entwicklung von automatischer Prüfausrüstung. Darüber hinaus stellt das Unternehmen einzelne Komponenten wie Induktivitäten, Leiterplatten, Leitungen und Prüfelemente her. Es bedient Industriehersteller und Rüstungsunternehmen, die Regierung der Vereinigten Staaten, fremde Regierungen und fremde Elektronikausrüstungsunternehmen über seine direkte Verkaufsorganisation und externe Vertriebsmitarbeiter. Das Unternehmen wurde 1928 gegründet und hat seinen Sitz in Saratoga Springs, New York. KI
Unternehmen & Branche
| Name | ESPEY MFG & ELECTRONICS CORP |
|---|---|
| Ticker | ESP |
| CIK | 0000033533 |
| Börse | NYSE |
| Sektor | Industrie & Transport |
| Industrie | Elektrotechnik |
| SIC | 3679 · Electronic Components, NEC |
Wertpapier & Kennzahlen
| CUSIP | 296650104 |
|---|---|
| ISIN | US2966501049 |
| Typ | Common Stock |
| Marktkapitalisierung | 166,0 Mio. USD |
| KGV (P/E) | 18,98 |
| Beta | 0,35 |
| Dividendenrendite | 0,02 % |
Sitz & Kontakt
| Sitz (Inkorporation) | NY |
|---|---|
| Geschäftsadresse | 233 BALLSTON AVE COR. CONGRESS & BALLSTON AVES., 12866 SARATOGA SPRINGS, NY |
| Telefon | 5185844100 |
| EIN (IRS) | 14-1387171 |
Listing & Historie
| Listing-Börsen | NYSE |
|---|---|
| Fiskaljahr-Ende | 30.06. |
| SEC-Filer-Status | Non-accelerated filer, Smaller reporting company |
| Frühere Namen | ESPEY MANUFACTURING & ELECTRONICS CORP (bis 2003) |
Bewertung
| KBV (P/B) | 3,27 vs. 1,32 (2021) ▲ |
|---|---|
| KUV (P/S) | 3,78 vs. 1,44 (2021) ▲ |
| FCF-Rendite | 10,0 % vs. 1,4 % (2021) ▲ |
| Ausschüttungsquote | 31,9 % |
Qualität & Bilanz
| Bruttomarge | 28,9 % vs. 12,1 % (2021) ▲ |
|---|---|
| Operative Marge | 18,5 % vs. -1,5 % (2021) ▲ |
| Nettomarge | 18,5 % vs. -0,7 % (2021) ▲ |
| ROIC | 16,0 % vs. -0,6 % (2021) ▲ |
| Forderungslaufzeit (DSO) | 63 T vs. 70 T (2021) ▼ |
| Lagerreichweite (DIO) | 208 T vs. 281 T (2021) ▼ |
| Verbindlichkeitslaufzeit (DPO) | 31 T vs. 41 T (2021) ▼ |
| Cash-Conversion-Cycle (CCC) | 241 T vs. 311 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 30.06.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 1,32 | 1,20 | 1,26 | 1,41 | 2,60 | 2,94 | |
| KUV (P/S) | 1,44 | 1,20 | 1,27 | 1,50 | 3,01 | 3,93 | |
| FCF-Rendite | 1,4 % | 5,0 % | 7,5 % | 9,3 % | 12,6 % | 2,7 % | |
| Ausschüttungsquote | – | – | 13,3 % | 28,9 % | 31,9 % | 44,5 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 12,1 % | 17,0 % | 22,6 % | 27,5 % | 28,9 % | 36,5 % | |
| Operative Marge | -1,5 % | 4,8 % | 12,1 % | 16,9 % | 18,5 % | 25,4 % | |
| Nettomarge | -0,7 % | 3,9 % | 10,3 % | 15,0 % | 18,5 % | 25,5 % | |
| ROIC | -0,6 % | 3,9 % | 10,2 % | 14,1 % | 16,0 % | 19,1 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
ESP
ESPEY MFG & ELECTRONICS CORP
Effektiv
Neutral
Handelsvolumen
Niedrig
Insider
0,0
Keine Insider-Käufe
Institutionell
43,2
16 neu, 16 erhöht, 12,3M $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
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 | Bärisch | 10 % | 59.96 | -3.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 53.58 | +8.5 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 59.16 | EMA50: 60.40 | |
| MACD-Histogramm | Bärisch | 10 % | -0.066 | Bearisch | |
| RSI(14) | Neutral | 10 % | 45.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 39.5 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 13.1 | +DI: 13.9 / −DI: 13.5 | |
| Z-Score(60) | Neutral | 5 % | -0.70 | In Range | |
| 52W-Position | Neutral | 5 % | 60.7 % | Hoch 72.22 / Tief 36.42 | |
| Bollinger(20,2σ) | Neutral | 5 % | 37.9 % | Upper 66.38 / Mid 59.74 / Lower 53.11 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.1423 | R²=0.23 / annualisiert -58.1 % |
Im KI-Radar
🔍 Dieser Titel war am 30.06.2026 ein Themen-Radar-Pick (-13,4 %).
GCS damals 58,4 → heute 40,1 (-18,3)
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -35 | 63,94 | -2.237,90 | -17,3% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -35 | 63,15 | -2.210,25 | -17,0% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -25 | 63,92 | -1.598,00 | -12,3% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -25 | 63,45 | -1.586,25 | -12,2% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -22 | 63,43 | -1.395,46 | -10,8% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -20 | 63,95 | -1.279,00 | -9,9% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -15 | 63,96 | -959,40 | -7,4% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -130 | 63,91 | -8.308,30 | -64,1% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -181 | 63,56 | -11.504,36 | -88,7% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -10 | 63,96 | -639,60 | -4,9% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -10 | 63,93 | -639,30 | -4,9% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,98 | -319,90 | -2,5% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,97 | -319,85 | -2,5% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -105 | 63,96 | -6.715,80 | -51,8% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,93 | -319,65 | -2,5% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,28 | -316,40 | -2,4% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,25 | -316,25 | -2,4% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -5 | 63,16 | -315,80 | -2,4% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -110 | 63,13 | -6.944,30 | -53,6% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -2 | 63,28 | -126,56 | -1,0% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -95 | 63,39 | -6.022,05 | -46,4% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -85 | 63,92 | -5.433,20 | -41,9% | |
| 2026-06-24 | HELMETAG CARL | Director | Open Market Sale | -65 | 63,91 | -4.154,15 | -32,0% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -12 | 66,23 | -794,76 | -6,1% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -12 | 65,08 | -780,96 | -6,0% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -32 | 66,39 | -2.124,32 | -16,4% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -11 | 66,16 | -727,76 | -5,6% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -200 | 66,18 | -13.235,00 | -102,1% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -200 | 65,99 | -13.198,00 | -101,8% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -200 | 65,99 | -13.197,00 | -101,8% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -200 | 65,80 | -13.160,00 | -101,5% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -200 | 65,52 | -13.103,00 | -101,1% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -150 | 65,84 | -9.876,00 | -76,2% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -104 | 65,94 | -6.857,76 | -52,9% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,40 | -6.640,00 | -51,2% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,31 | -6.630,50 | -51,1% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,20 | -6.619,50 | -51,1% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,18 | -6.618,00 | -51,0% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,03 | -6.603,00 | -50,9% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 66,01 | -6.600,50 | -50,9% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,74 | -6.574,00 | -50,7% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,69 | -6.568,50 | -50,7% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,64 | -6.563,50 | -50,6% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,59 | -6.559,00 | -50,6% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,43 | -6.542,50 | -50,5% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -100 | 65,30 | -6.530,00 | -50,4% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -17 | 66,12 | -1.124,04 | -8,7% | |
| 2026-06-23 | CORR PAUL J | Director | Open Market Sale | -12 | 66,29 | -795,42 | -6,1% | |
| 2026-06-22 | Pickering Jennifer Michele | Officer, CHRO & Corporate Secretary | Open Market Sale | -2.500 | 63,00 | -157.500,00 | -1214,8% | |
| 2026-06-22 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -2.500 | 67,71 | -169.275,00 | -1305,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 65,57 | -6.556,50 | -50,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -1 | 66,04 | -66,04 | -0,5% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -1 | 68,20 | -68,20 | -0,5% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -5 | 68,01 | -340,05 | -2,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -8 | 65,81 | -526,48 | -4,1% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -15 | 66,09 | -991,35 | -7,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -15 | 67,16 | -1.007,40 | -7,8% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -26 | 67,48 | -1.754,48 | -13,5% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -29 | 66,64 | -1.932,56 | -14,9% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -46 | 66,67 | -3.066,82 | -23,7% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -57 | 66,56 | -3.793,92 | -29,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -69 | 67,15 | -4.633,35 | -35,7% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -76 | 65,80 | -5.000,80 | -38,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -84 | 66,63 | -5.596,92 | -43,2% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -90 | 66,66 | -5.999,40 | -46,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -96 | 66,65 | -6.398,40 | -49,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -99 | 65,90 | -6.524,10 | -50,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -99 | 65,91 | -6.525,09 | -50,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 65,42 | -6.542,00 | -50,5% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 65,94 | -6.594,00 | -50,9% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 65,95 | -6.595,00 | -50,9% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,15 | -6.615,00 | -51,0% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,23 | -6.623,00 | -51,1% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,36 | -6.636,00 | -51,2% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,37 | -6.637,00 | -51,2% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,57 | -6.657,00 | -51,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,68 | -6.667,50 | -51,4% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -141 | 65,60 | -9.249,60 | -71,3% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -300 | 66,57 | -19.971,00 | -154,0% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -7 | 66,10 | -462,70 | -3,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -8 | 68,15 | -545,20 | -4,2% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -78 | 67,47 | -5.262,66 | -40,6% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 66,59 | -6.659,00 | -51,4% | |
| 2026-05-15 | CORR PAUL J | Director | Open Market Sale | -100 | 67,20 | -6.719,50 | -51,8% | |
| 2026-02-19 | WOOL MICHAEL W | Director | Open Market Sale | -1.000 | 57,90 | -57.900,00 | -446,6% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -200 | 58,35 | -11.670,00 | -90,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -142 | 58,84 | -8.355,28 | -64,4% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 59,43 | -5.943,00 | -45,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,54 | -5.854,00 | -45,2% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,49 | -5.849,00 | -45,1% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,46 | -5.846,00 | -45,1% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,44 | -5.844,00 | -45,1% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,42 | -5.842,00 | -45,1% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,40 | -5.840,00 | -45,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,39 | -5.839,00 | -45,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,38 | -5.838,00 | -45,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,64 | -5.764,00 | -44,5% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,41 | -5.741,00 | -44,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,30 | -5.730,00 | -44,2% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -92 | 57,50 | -5.290,00 | -40,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -88 | 57,89 | -5.094,32 | -39,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -41 | 58,41 | -2.394,81 | -18,5% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -21 | 57,65 | -1.210,65 | -9,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -6 | 58,25 | -349,50 | -2,7% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -1 | 57,08 | -57,08 | -0,4% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,31 | -5.831,00 | -45,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,19 | -5.819,00 | -44,9% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,13 | -5.813,00 | -44,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,11 | -5.811,00 | -44,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,10 | -5.810,00 | -44,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,02 | -5.802,00 | -44,7% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,45 | -5.745,00 | -44,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,40 | -5.740,00 | -44,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,31 | -5.731,00 | -44,2% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -400 | 59,49 | -23.796,00 | -183,5% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -300 | 57,35 | -17.205,00 | -132,7% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -200 | 58,09 | -11.618,00 | -89,6% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -200 | 57,30 | -11.460,00 | -88,4% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -166 | 57,26 | -9.505,16 | -73,3% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -159 | 57,70 | -9.174,30 | -70,8% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -126 | 57,08 | -7.192,08 | -55,5% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 58,36 | -5.836,00 | -45,0% | |
| 2026-02-18 | CORR PAUL J | Director | Open Market Sale | -100 | 57,81 | -5.781,00 | -44,6% | |
| 2026-02-13 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -2.925 | 50,00 | -146.250,00 | -1128,0% | |
| 2026-02-13 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -1.181 | 50,00 | -59.050,00 | -455,4% | |
| 2026-02-13 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -2.250 | 50,00 | -112.500,00 | -867,7% | |
| 2026-02-13 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -2.500 | 50,00 | -125.000,00 | -964,1% | |
| 2025-12-29 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -1.000 | 45,76 | -45.760,00 | -352,9% | |
| 2025-12-26 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -1.000 | 46,78 | -46.780,00 | -360,8% | |
| 2025-12-19 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -1.000 | 44,00 | -44.000,00 | -339,4% | |
| 2025-12-18 | ONEIL DAVID A | Director, Officer, President & CEO | Open Market Sale | -1.000 | 43,50 | -43.500,00 | -335,5% | |
| 2025-12-16 | HELMETAG CARL | Director | Open Market Sale | -1.000 | 44,99 | -44.990,00 | -347,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 103.212 | 0 | 103.212 | 5.720.009 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 93.523 | 0 | 93.523 | 5.182.884 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 85.006 | 0 | 85.006 | 4.711.033 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 61.879 | 0 | 61.879 | 3.429.334 | Neu | +100,0% | |
| De Lisle Partners LLP | 56.247 | 0 | 56.247 | 3.126.490 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 53.086 | 0 | 53.086 | 2.942.026 | Neu | +100,0% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30.878 | 0 | 30.878 | 1.711.259 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 27.532 | 0 | 27.532 | 1.525.823 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 26.073 | 0 | 26.073 | 1.444.966 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 24.968 | 0 | 24.968 | 1.383.727 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 24.454 | 0 | 24.454 | 1.356.237 | Neu | +100,0% | |
| RITHOLTZ WEALTH MANAGEMENT | 24.085 | 0 | 24.085 | 1.334.769 | Neu | +100,0% | |
| Sidoxia Capital Management, LLC | 18.817 | 18.633 | 184 | 1.267.296 | Aufgestockt | +1,0% | |
| Informed Momentum Co LLC | 20.510 | 0 | 20.510 | 1.136.664 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 20.280 | 0 | 20.280 | 1.123.918 | Neu | +100,0% | |
| SummerHaven Investment Management, LLC | 16.017 | 16.017 | 0 | 1.078.745 | Unverändert | 0,0% | |
| NAPLES GLOBAL ADVISORS, LLC | 15.274 | 14.877 | 397 | 1.028.687 | Aufgestockt | +2,7% | |
| STEEL PARTNERS HOLDINGS L.P. | 16.627 | 0 | 16.627 | 921.468 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 15.501 | 0 | 15.501 | 859.045 | Neu | +100,0% | |
| Sage Investment Advisers LLC | 12.244 | 14.440 | -2.196 | 824.656 | Reduziert | -15,2% | |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.592 | 10.592 | -1.000 | 646.021 | Reduziert | -9,4% | |
| STATE STREET CORP | 10.893 | 0 | 10.893 | 603.690 | Neu | +100,0% | |
| Man Group plc | 10.821 | 0 | 10.821 | 599.700 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 10.724 | 0 | 10.724 | 594.324 | Neu | +100,0% | |
| BlackRock, Inc. | 10.184 | 0 | 10.184 | 564.397 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 9.416 | 0 | 9.416 | 521.834 | Neu | +100,0% | |
| MORGAN STANLEY | 9.119 | 0 | 9.119 | 505.406 | Neu | +100,0% | |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 8.093 | 0 | 8.093 | 448.514 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 8.061 | 0 | 8.061 | 446.741 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 6.963 | 0 | 6.963 | 385.889 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 6.587 | 0 | 6.587 | 365.087 | Neu | +100,0% | |
| GC Wealth Management RIA, LLC | 4.961 | 4.961 | 0 | 334.123 | Unverändert | 0,0% | |
| LAZARD ASSET MANAGEMENT LLC | 5.969 | 0 | 5.969 | 330.802 | Neu | +100,0% | |
| XTX Topco Ltd | 5.087 | 0 | 5.087 | 281.922 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 5.078 | 0 | 5.078 | 281.423 | Neu | +100,0% | |
| BankChampaign, National Association | 4.173 | 0 | 4.173 | 281.052 | Neu | +100,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4.608 | 0 | 4.608 | 255.375 | Neu | +100,0% | |
| Tidal Investments LLC | 4.226 | 0 | 4.226 | 234.205 | Neu | +100,0% | |
| Hudson Bay Capital Management LP | 3.778 | 0 | 3.778 | 209.377 | Neu | +100,0% | |
| UBS Group AG | 2.396 | 0 | 2.396 | 132.786 | Neu | +100,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.600 | 0 | 1.600 | 107.760 | Neu | +100,0% | |
| ADIRONDACK TRUST CO | 1.333 | 1.333 | 0 | 89.777 | Unverändert | 0,0% | |
| Copeland Capital Management, LLC | 1.387 | 0 | 1.387 | 76.867 | Neu | +100,0% | |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 925 | 925 | 0 | 62.299 | Unverändert | 0,0% | |
| Police & Firemen's Retirement System of New Jersey | 703 | 0 | 703 | 47.347 | Neu | +100,0% | |
| CITIGROUP INC | 670 | 0 | 670 | 37.131 | Neu | +100,0% | |
| BARCLAYS PLC | 652 | 0 | 652 | 36.134 | Neu | +100,0% | |
| FLAGSHIP WEALTH ADVISORS, LLC | 494 | 494 | 0 | 33.271 | Unverändert | 0,0% | |
| Rockefeller Capital Management L.P. | 525 | 0 | 525 | 29.122 | Neu | +100,0% | |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | 400 | 0 | 26.940 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Sidoxia Capital Management, LLC | 18.817 | 18.633 | +1,0% | 1.267.296 | 21,73 | 100 % | 2 Q |
| SummerHaven Investment Management, LLC | 16.017 | 16.017 | 0,0% | 1.078.745 | 18,50 | 0 % | 4 Q |
| NAPLES GLOBAL ADVISORS, LLC | 15.274 | 14.877 | +2,7% | 1.028.687 | 17,64 | 100 % | 5 Q |
| Sage Investment Advisers LLC | 12.244 | 14.440 | -15,2% | 824.656 | 14,14 | 0 % | 13 Q |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.592 | 10.592 | -9,4% | 646.021 | 11,08 | 0 % | 7 Q |
| GC Wealth Management RIA, LLC | 4.961 | 4.961 | 0,0% | 334.123 | 5,73 | 100 % | 3 Q |
| BankChampaign, National Association | 4.173 | 0 | +100,0% | 281.052 | 4,82 | 100 % | 1 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.600 | 0 | +100,0% | 107.760 | 1,85 | 100 % | 1 Q |
| ADIRONDACK TRUST CO | 1.333 | 1.333 | 0,0% | 89.777 | 1,54 | 92 % | 17 Q |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 925 | 925 | 0,0% | 62.299 | 1,07 | 100 % | 2 Q |
| Police & Firemen's Retirement System of New Jersey | 703 | 0 | +100,0% | 47.347 | 0,81 | 100 % | 1 Q |
| FLAGSHIP WEALTH ADVISORS, LLC | 494 | 494 | 0,0% | 33.271 | 0,57 | 0 % | 6 Q |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | 400 | 0,0% | 26.940 | 0,46 | 0 % | 5 Q |
| TOTH FINANCIAL ADVISORY CORP | 15 | 0 | +100,0% | 1.011 | 0,02 | 0 % | 1 Q |
| Cambridge Investment Research Advisors, Inc. | 13.302 | 11.071 | +20,2% | 896 | 0,02 | – | 5 Q |
| SJS Investment Consulting Inc. | 10 | 10 | 0,0% | 684 | 0,01 | 0 % | 5 Q |
| Sterling Capital Management LLC | 8 | 0 | +100,0% | 539 | 0,01 | 0 % | 1 Q |
| SBI Securities Co., Ltd. | 6 | 8 | -25,0% | 404 | 0,01 | 100 % | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 18 | 0,1 | 6 |
| 31.03.2026 | ✓ | 63 | 1,0 | 56 |
| 31.12.2025 | ✓ | 50 | 0,8 | 36 |
| 30.09.2025 | ✓ | 52 | 0,7 | 29 |
| 30.06.2025 | ✓ | 49 | 0,9 | 31 |
| 31.03.2025 | ✓ | 34 | 0,6 | 16 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 27.532 | 1.525.823 |
| SEI INVESTMENTS CO | 24.968 | 1.383.727 |
| Informed Momentum Co LLC | 20.510 | 1.136.664 |
| CITADEL ADVISORS LLC | 20.280 | 1.123.918 |
| Sidoxia Capital Management, LLC | 18.633 | 1.032.658 |
| GOLDMAN SACHS GROUP INC | 10.724 | 594.324 |
| JANE STREET GROUP, LLC | 8.061 | 446.741 |
| LAZARD ASSET MANAGEMENT LLC | 5.969 | 330.802 |
| Hudson Bay Capital Management LP | 3.778 | 209.377 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 925 | 51.264 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 53.086 | 16.637 | +45.6 % | 2.942.026 |
| RITHOLTZ WEALTH MANAGEMENT | 24.085 | 6.277 | +35.2 % | 1.334.769 |
| TWO SIGMA INVESTMENTS, LP | 26.073 | 5.884 | +29.1 % | 1.444.966 |
| Man Group plc | 10.821 | 4.283 | +65.5 % | 599.700 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30.878 | 3.955 | +14.7 % | 1.711.259 |
| MORGAN STANLEY | 9.119 | 3.913 | +75.2 % | 505.406 |
| UBS Group AG | 2.396 | 1.892 | +375.4 % | 132.786 |
| NORTHERN TRUST CORP | 5.078 | 511 | +11.2 % | 281.423 |
| BlackRock, Inc. | 10.184 | 439 | +4.5 % | 564.397 |
| NAPLES GLOBAL ADVISORS, LLC | 14.877 | 436 | +3.0 % | 824.510 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| MARSHALL WACE, LLP | 9.416 | -15.418 | -62.1 % | 521.834 |
| DIMENSIONAL FUND ADVISORS LP | 93.523 | -5.570 | -5.6 % | 5.182.884 |
| WELLS FARGO & COMPANY/MN | 15.501 | -4.500 | -22.5 % | 859.045 |
| SummerHaven Investment Management, LLC | 16.017 | -1.932 | -10.8 % | 887.662 |
| STATE STREET CORP | 10.893 | -1.750 | -13.8 % | 603.690 |
| OSAIC HOLDINGS, INC. | 6.587 | -1.350 | -17.0 % | 365.087 |
| XTX Topco Ltd | 5.087 | -784 | -13.4 % | 281.922 |
| GC Wealth Management RIA, LLC | 4.961 | -709 | -12.5 % | 274.939 |
| GEODE CAPITAL MANAGEMENT, LLC | 24.454 | -238 | -1.0 % | 1.356.237 |
| Tidal Investments LLC | 4.226 | -144 | -3.3 % | 234.205 |
Zusätzlich aktuell von 17 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 26.01.2026 | Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust | Passiv (13G/A) | 18,00 % | 537.345 | -3,00 pp | |
| 22.01.2025 | Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust | Passiv (13G/A) | 21,00 % | 597.127 | Neu | |
| 02.01.2025 | Stanley Kesselman | Passiv (13G/A) | 2,11 % | 58.856 | -7,04 pp | |
| 16.07.2024 | Stanley | Passiv (13G/A) | 7,75 % | 211.694 | Neu | |
| 05.02.2024 | Espey Mfg. & Electronics Corp. Employee Retirement Plan and Trust | Passiv (13G/A) | 25,00 % | 674.446 | Neu | |
| 09.02.2023 | Espey Mfg. & Electronics Corp. Employee Retirement Plan | Passiv (13G/A) | 27,00 % | 721.541 | -1,00 pp | |
| 10.02.2022 | Espey Mfg. & Electronics Corp. Employee Retirement Plan | Passiv (13G/A) | 28,00 % | 758.364 | Neu | |
| 10.02.2022 | RENAISSANCE TECHNOLOGIES HOLDINGS CORPORATION 13-3127734 (+1) | Passiv (13G/A) | 4,03 % | 108.912 | -1,34 pp | |
| 10.01.2022 | Stanley Kesselman | Passiv (13G/A) | 9,15 % | 247.177 | -0,83 pp |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 11.422.655 $ | 2.864.662 $ | 0,99 $ | 96.003.648 $ | 56.415.392 $ |
| 2025-12-31 | 10-Q | 12.136.903 $ | 2.805.109 $ | 0,99 $ | 85.166.300 $ | 53.206.972 $ |
| 2025-09-30 | 10-Q | 9.092.876 $ | 2.169.836 $ | 0,76 $ | 84.846.731 $ | 50.977.761 $ |
| 2025-06-30 | 10-K | 43.950.872 $ | 8.142.954 $ | 3,02 $ | 79.116.564 $ | 50.849.000 $ |
| 2025-03-31 | 10-Q | 10.302.719 $ | 1.704.487 $ | 0,63 $ | 72.839.495 $ | 46.324.747 $ |
| 2024-12-31 | 10-Q | 13.608.740 $ | 1.908.499 $ | 0,71 $ | 60.191.285 $ | 44.816.645 $ |
| 2024-09-30 | 10-Q | 10.443.218 $ | 1.598.317 $ | 0,61 $ | 57.635.091 $ | 42.493.056 $ |
| 2024-06-30 | 10-K | 38.736.319 $ | 5.815.140 $ | 2,29 $ | 56.542.931 $ | 41.273.972 $ |
| 2024-03-31 | 10-Q | 8.254.653 $ | 1.031.930 $ | 0,40 $ | 53.137.888 $ | 39.341.950 $ |
| 2023-12-31 | 10-Q | 10.302.541 $ | 1.795.370 $ | 0,72 $ | 50.363.233 $ | 38.223.829 $ |
| 2023-09-30 | 10-Q | 8.568.214 $ | 1.094.544 $ | 0,44 $ | 49.390.689 $ | 36.720.282 $ |
| 2023-06-30 | 10-K | 35.592.323 $ | 3.677.131 $ | 1,49 $ | 47.501.523 $ | 35.879.758 $ |
| 2023-03-31 | 10-Q | 9.809.616 $ | 867.288 $ | 0,35 $ | 46.565.389 $ | 34.802.882 $ |
| 2022-12-31 | 10-Q | 8.804.109 $ | 1.146.042 $ | 0,47 $ | 44.596.750 $ | 34.118.014 $ |
| 2022-09-30 | 10-Q | 8.635.795 $ | 768.266 $ | 0,31 $ | 41.059.907 $ | 32.927.376 $ |
| 2022-06-30 | 10-K | 32.104.774 $ | 1.265.127 $ | 0,52 $ | 39.897.229 $ | 32.099.614 $ |
| 2022-03-31 | 10-Q | 8.620.049 $ | 661.359 $ | 0,27 $ | 38.932.288 $ | 31.456.020 $ |
| 2021-12-31 | 10-Q | 7.458.050 $ | 21.201 $ | 0,01 $ | 38.188.353 $ | 30.754.124 $ |
| 2021-09-30 | 10-Q | 7.545.432 $ | 306.061 $ | 0,13 $ | 38.059.832 $ | 30.691.132 $ |
| 2021-06-30 | 10-K | 27.734.598 $ | -181.543 $ | -0,08 $ | 37.980.803 $ | 30.332.295 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|
| Export Shipments | 3,1 Mio. | 2,4 Mio. | 7,1 % | +33,0% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q3 2026 | 31.03.2026 | 12.05.2026 | 11,4 Mio. USD | 0,99 |
| Q2 2025 | 31.12.2025 | 10.02.2026 | 12,1 Mio. USD | 0,99 |
| Q1 2025 | 30.09.2025 | 12.11.2025 | 9,1 Mio. USD | 0,76 |
| Q3 2025 | 31.03.2025 | 12.05.2025 | 10,3 Mio. USD | 0,63 |
| Q2 2024 | 31.12.2024 | 12.02.2025 | 13,6 Mio. USD | 0,71 |
| Q1 2024 | 30.09.2024 | 13.11.2024 | 10,4 Mio. USD | 0,61 |
| Q3 2024 | 31.03.2024 | 13.05.2024 | 8,3 Mio. USD | 0,40 |
| Q2 2023 | 31.12.2023 | 12.02.2024 | 10,3 Mio. USD | 0,72 |
| Q1 2023 | 30.09.2023 | 13.11.2023 | 8,6 Mio. USD | 0,44 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 12.05.2026 | 10-Q | 31.03.2026 | 42 Tage | SEC » |
| 10.02.2026 | 10-Q | 31.12.2025 | 41 Tage | SEC » |
| 12.11.2025 | 10-Q | 30.09.2025 | 43 Tage | SEC » |
| 16.09.2025 | 10-K | 30.06.2025 | 78 Tage | SEC » |
| 12.05.2025 | 10-Q | 31.03.2025 | 42 Tage | SEC » |
| 12.02.2025 | 10-Q | 31.12.2024 | 43 Tage | SEC » |
| 13.11.2024 | 10-Q | 30.09.2024 | 44 Tage | SEC » |
| 27.09.2024 | 10-K | 30.06.2024 | 89 Tage | SEC » |
| 13.05.2024 | 10-Q | 31.03.2024 | 43 Tage | SEC » |
| 12.02.2024 | 10-Q | 31.12.2023 | 43 Tage | SEC » |
| 13.11.2023 | 10-Q | 30.09.2023 | 44 Tage | SEC » |
| 21.09.2023 | 10-K | 30.06.2023 | 83 Tage | SEC » |
| 15.05.2023 | 10-Q | 31.03.2023 | 45 Tage | SEC » |
| 13.02.2023 | 10-Q | 31.12.2022 | 44 Tage | SEC » |
| 10.11.2022 | 10-Q | 30.09.2022 | 41 Tage | SEC » |
| 22.09.2022 | 10-K | 30.06.2022 | 84 Tage | SEC » |
| 16.05.2022 | 10-Q | 31.03.2022 | 46 Tage | SEC » |
| 14.02.2022 | 10-Q | 31.12.2021 | 45 Tage | SEC » |
| 15.11.2021 | 10-Q | 30.09.2021 | 46 Tage | SEC » |
| 24.09.2021 | 10-K | 30.06.2021 | 86 Tage | SEC » |
| 17.05.2021 | 10-Q | 31.03.2021 | 47 Tage | SEC » |
| 16.02.2021 | 10-Q | 31.12.2020 | 47 Tage | SEC » |
| 16.11.2020 | 10-Q | 30.09.2020 | 47 Tage | SEC » |
| 21.09.2020 | 10-K | 30.06.2020 | 83 Tage | SEC » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 28.10.2025 | HV-Einladung | 05.12.2025 Jahres-HV | 16.10.2025 | DEF 14A | SEC » |
| 25.10.2024 | HV-Einladung | 06.12.2024 Jahres-HV | 17.10.2024 | DEF 14A | SEC » |
| 27.10.2023 | HV-Einladung | 01.12.2023 Jahres-HV | 12.10.2023 | DEF 14A | SEC » |
| 27.10.2022 | HV-Einladung | 02.12.2022 Jahres-HV | 13.10.2022 | DEF 14A | SEC » |
| 28.10.2021 | HV-Einladung | 10.12.2021 Jahres-HV | 15.10.2021 | DEF 14A | SEC » |
| 26.10.2020 | HV-Einladung | 04.12.2020 Jahres-HV | 15.10.2020 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 10.02.2026 | 10-Q | 0,35 | ↑ | 0,00 | 63 | Espey verzeichnete im ersten Halbjahr des Geschäftsjahres 2026 rückläufige Umsätze (–11,7%), verbesserte jedoch die Bruttomarge deutlich von 24,8% auf 35,0%, was zu einem Nettogewinnanstieg von rund 42% führte. Das Auftragsvolumen wuchs auf 134,7 Mi… | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 09.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | ITEM 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Exchange Act. ☐ ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 10.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.06.2021 | 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) |
|---|---|---|---|
| 2026-06-30 | 20.813 | 66,48 | 1.383.648 |
| 2026-06-29 | 20.903 | 67,12 | 1.403.009 |
| 2026-06-26 | 1 | 66,06 | 66 |
| 2026-06-24 | 158 | 66,00 | 10.428 |
| 2026-06-23 | 14.299 | 67,10 | 959.463 |
| 2026-06-18 | 71 | 59,39 | 4.217 |
| 2026-06-11 | 16 | 57,93 | 927 |
| 2026-06-08 | 2.481 | 55,28 | 137.150 |