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The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 13% in the latest quarter vs a year ago
- Profitable
- Sales up 13% last year
Watch out for
- Share count growing 16% a year (dilution)
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 5.4% to their holdings in the quarter ending June 2026 (297 bought, 264 sold)
- Held by Dan Loeb (Third Point)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$40.27+2.0% that day
- Company value
- $17.4B
- Share price times all shares
- Price vs sales
- 2.1x
- No profit over the last year, so this compares value with sales instead
- Cash vs value
- 5%
- Cash as a share of company value
- Debt vs value
- 16%
- Debt as a share of company value
From APG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$2.3B+13% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $8.4B, up 14% from the 12 months before. Over 5 years, sales grew about 17% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.5%
- MissDebt under half of equityNot relying on borrowed money.0.81x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.8%
- MissProfitable every yearSteady profits, not one good year.6 of 8 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$663.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+56.2% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.31.4%
- Revenue
- $7.9B
- +12.7% vs prior year
- 5-year growth
- +17.1%/yr
- revenue, per year
- Total debt
- $2.8B
- 0.81x equity
- Current ratio
- 1.50x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $2.3B
- +13.3% YoY
- EPS
- $0.20
- vs $0.16
- Op. margin
- 7.8%
- +0.6 pts
- Gross margin
- 31.2%
- +0.3 pts
- Free cash flow
- $52.0M
- Share count
- +2.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.5
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+5.4%Institutions added 5.4% to their holdings. 297 bought, 264 sold.
Shares held by institutions367.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-2.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.0x · $3.5B debtShares outstandingLatest reported
432MNext reportIn 2 days (est.)Estimated from the same quarter last year
- Results filedJul 30
- Results filedApr 30
- Results filedFeb 25
- Results filedFeb 17
- Results filedOct 30, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldIan G H AshkenDirector
300,000 shares at $40.04 avg ($39.91 to $40.76) · $12.0M
- -3% of holdings
- Now owns 9,177,284 shares
- Pre-planned sale (10b5-1)
- Held by Nancy and Ian Ashken Investment Trust LLLP
- 3 transactions
- Filed 1 day after trade
SoldJames E LillieDirector
360,000 shares at $39.84 avg ($39.84 to $40.11) · $14.3M
- -4% of holdings
- Now owns 8,952,350 shares
- Pre-planned sale (10b5-1)
- Held by JTOO LLC
- 4 transactions
- Filed 2 days after trade
SoldAnthony E MalkinDirector
7,000 shares at $42.47 · $297K
- -100% of holdings
- Owns no shares after
- Not a pre-planned sale
- Held by WH Four Winds LLC
- Filed 6 days after trade
SoldMartin E FranklinDirector, 10% owner
2,000,000 shares at $42.08 · $84.2M
- -9% of holdings
- Now owns 19,240,426 shares
- Not a pre-planned sale
- Held by MEF Holdings, LLLP
- Filed 1 day after trade
Option exercisePaula LoopDirector
4,740 shares
- +23% of holdings
- Now owns 25,776 shares
- Filed 3 days after trade
- Also: Stock award
Option exerciseAnthony E MalkinDirector
7,844 shares
- +6% of holdings
- Now owns 148,718 shares
- Filed 3 days after trade
- Also: Stock award