Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Share of the companies whose operating margin is up over 3 years.
Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Fastest expected growth — top 20%Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Ticker | Company | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|
| KRMN | Karman Holdings Inc. | 0/3 | 58.2% | — | 6.1% | 3 | $1.04M |
| CW | CURTISS WRIGHT CORP | 6/6 | 5.4% | +2.0 pp | 16.6% | 1 | $149K |
| HONA | Honeywell Aerospace Inc. | — | 5.4% | — | — | 1 | $998.4K |
| HWM | Howmet Aerospace Inc. | 6/6 | 24.1% | +10.9 pp | 21.1% | — | — |
| MOG.A | MOOG INC. | 6/6 | 15.2% | +3.3 pp | 16.2% | — | — |
| NOC | NORTHROP GRUMMAN CORP /DE/ | 6/6 | 6.7% | +0.7 pp | 13.3% | — | — |
| BWXT | BWX Technologies, Inc. | 5/6 | 18.0% | −3.2 pp | 12.9% | — | — |
| HXL | HEXCEL CORP /DE/ | 5/6 | 8.8% | +0.4 pp | 8.9% | — | — |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | 5/5 | 8.4% | — | 12.4% | — | — |
| RTX | RTX Corp | 5/6 | 11.1% | +6.9 pp | 9.4% | — | — |
| TDG | TransDigm Group INC | 5/6 | 22.5% | +2.7 pp | 17.8% | — | — |
| TDY | TELEDYNE TECHNOLOGIES INC | 5/6 | 9.8% | +1.2 pp | 8.0% | — | — |
| GD | GENERAL DYNAMICS CORP | 4/5 | 8.1% | −0.0 pp | 15.5% | — | — |
| HII | HUNTINGTON INGALLS INDUSTRIES, INC. | 4/6 | 10.9% | +0.4 pp | 6.8% | — | — |
| HON | HONEYWELL INTERNATIONAL INC | 4/6 | 4.3% | −2.7 pp | 14.4% | — | — |
| LMT | LOCKHEED MARTIN CORP | 4/5 | 10.5% | −0.9 pp | 30.4% | — | — |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 3/6 | 30.5% | +0.4 pp | 0.7% | — | — |
| MRCY | MERCURY SYSTEMS INC | 3/3 | 6.1% | +2.3 pp | — | — | — |
| NPK | NATIONAL PRESTO INDUSTRIES INC | 3/4 | 21.7% | +2.1 pp | — | — | — |
| TXT | TEXTRON INC | 3/3 | 3.0% | — | — | — | — |
| AIR | AAR CORP | 2/3 | 24.1% | — | — | — | — |
| AVAV | AeroVironment Inc | 2/4 | 5.7% | +12.9 pp | -4.1% | — | — |
| BA | BOEING CO | 2/6 | 8.0% | +9.5 pp | 9.1% | — | — |
| RKLB | Rocket Lab Corp | 2/4 | 62.0% | +40.2 pp | -12.8% | — | — |
| WWD | Woodward, Inc. | 2/3 | 21.2% | — | — | — | — |
| AXON | AXON ENTERPRISE, INC. | 1/6 | 35.3% | −7.4 pp | 0.5% | — | — |
| SARO | StandardAero, Inc. | 1/3 | 4.6% | — | 9.2% | — | — |