225 companies named the Strait of Hormuz. Two priced it
A census of 2026 quarterly reports found 422 filings naming the Strait of Hormuz, against 11 a year earlier. Two of 225 companies say what it cost them.
20 primary sourcesSection · 6 articles
Screens & Data
Full-universe screens run against SEC data and rebuilt on a schedule. The tables are the article.
29 restructurings in 2026. Five said what they'd save
Starbucks put its restructuring at $400m and Autoliv at $142m, and Autoliv's takes more cash. A screen of the 600 largest US filers found 29 this year.
17 primary sourcesInventory rose while sales fell at 66 US companies
Revenue fell and inventory rose at 66 large US filers in fiscal 2025. Whether that is a warning depends on how much of the pile is finished goods.
5 primary sources17 companies said their own numbers can't be relied on
In six weeks, 17 US filers told investors to stop using financial statements they had already published. The largest had a public float of $79 million.
6 primary sourcesProfit rose and free cash flow fell at 45 US companies
A screen of 3,631 SEC filers found 45 companies whose profit rose while free cash flow fell. A third still converted above 100%. What sorts them.
7 primary sources · 1 correctionCoreWeave, Boeing and 14 more outspent their cash flow
CoreWeave spent 337% of operating cash flow and Boeing 276%. A screen identifies large qualifying SEC filers whose capex exceeded operating cash flow.
6 primary sources · 2 corrections