MTD at a glance
Mettler Toledo (MTD, SEC CIK 1037646) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Mettler Toledo (MTD) reported revenue of $4.0 billion (up 4.0% from FY2024) and net income of $869.2 million. Diluted EPS was $42.05.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Mettler Toledo (MTD) shares worth $10.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kaltenbach Patrick on August 27, 2026 of 942 shares at $1425.00 per share.
- In the last 90 days, MTD insiders reported 0 open-market purchases ($0) and 5 open-market sales ($6.1M) on Form 4, a net sale of $6.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- +4.0% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$6.1M
- 13F holders
- 37 funds
- $10.8B · +0 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- U.S.-China geopolitical tensions causing 16% sales, 29% segment profit, 29% production exposure in China with tariff increases and supply chain risks
- Ukraine war and Middle East conflict disrupting supply chains, increasing costs, reducing shipping capacity, and heightening global economic uncertainty
- Single-location manufacturing dependencies in China, Europe, and U.S. risking significant production disruptions from labor unrest, natural disasters, or cybersecurity attacks
- Competition from larger firms and emerging market low-cost competitors accelerating AI and digitalization adoption, pressuring margins and market share
- Currency risk with 1% Swiss franc strengthening estimated to reduce earnings before tax by $2.8-$3.1 million annually, and 5% USD weakening increasing debt by $53.7 million
Management Discussion & Analysis
- Revenue $4.0B in 2025, up 4% YoY from $3.9B in 2024; local currency sales up 3% in 2025 and 2024
- Gross margin 59.4% in 2025 vs 60.1% in 2024; product margin 61.1% vs 62.1%, service margin 54.4% vs 53.7%
- Best segment: U.S. Operations, sales $1.50B (+5%), profit $375M (-5%); Worst: Swiss Operations, sales $211M (-4%), profit $284M (+1%)
- R&D 5.0% of sales, SG&A 24.8%; Interest expense $68.5M (down); Restructuring charges $17.9M (down); acquisitions expanded service revenue by ~1%
- Management cites ongoing risks from tariffs ($50M costs in 2025), geopolitical uncertainty; growth drivers automation, digitalization, emerging markets
Business Overview
- Core business: Precision instruments and analytical equipment manufacturing for laboratory and industrial use
- New share repurchase program authorization of $2.75 billion in November 2025, adding to $3.7 billion remaining availability
- Share repurchase spending $800 million in 2025 on 646,608 shares at average $1,237.18 per share versus $850 million in 2024
- Total shares repurchased since 2004: 33.0 million at average price $320.91, cost $10.6 billion through 2025
- Inflation Reduction Act excise tax $7.4 million in 2025, slightly reducing shareholders' equity
AI summary of the MTD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $1,027.3M, up 4% YoY from $983.2M
- Gross margin 63.3% vs 59.0% YoY; adjusted margin 59.3% excluding tariff refunds
- Best line food retailing, sales up 13%; worst U.S. Operations, external sales down 5% to $352.5M
- Six-month operating cash flow $450.2M vs $430.8M, including $42.9M tariff refunds
- Near-term headwinds: tariffs, Iran conflict, higher transportation costs, and global economic uncertainty
Risk Factors
- Risk Factors section not provided; no new or changed risks identifiable
- Share-repurchase liquidity commitment: $3.2 billion remaining authorization as of June 30, 2026
- Regulatory exposure: $4.1 million Inflation Reduction Act excise tax during six months ended June 30, 2026
- Capital-allocation risk: $412.5 million spent repurchasing shares during six months ended June 30, 2026
AI summary of the MTD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Natalia Shuman appointed independent director effective August 3, 2026
- Board expanded from nine to ten directors, increasing governance capacity
Item 7.01: Regulation FD Disclosure
- Press release announces Ms. Shuman’s appointment, making leadership transition the key investor-relevant disclosure
- Exhibit 99.1 contains the appointment details and should be reviewed for role, effective date, and succession implications
Item 2.02: Results of Operations and Financial Condition
- Q2 and six-month fiscal 2026 results covered periods ended June 30, 2026; detailed figures are in Exhibit 99.1
- Investor focus: reconcile Adjusted EPS, operating profit and free cash flow with U.S. GAAP measures
Item EX-99.1: Item EX-99.1
- Q2 sales $1.027B, up 4%; organic local-currency growth 4% excluding acquisitions and customer tariff refunds
- Adjusted EPS $11.46, up 14%; GAAP diluted EPS $11.55 versus $9.76
Item 5.02: Departure/Appointment of Directors or Principal Officers
- 2026 LTI awards split equally among PSUs, stock options, and RSUs, aligning executive incentives with performance and retention
- Awards bifurcated between May and November 2026, extending retention impact across the year
AI summaries of MTD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MTD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SHUMAN-FABBRI NATALIA | A | Aug 28, 2026 | 16 | - |
| Kaltenbach Patrick | M | Aug 27, 2026 | 942 | - |
| Kaltenbach Patrick | M | Aug 27, 2026 | 942 | $1024.55 |
| Kaltenbach Patrick | Sell | Aug 27, 2026 | 942 | $1425.00 |
| SALICE THOMAS P | Sell | Aug 5, 2026 | 417 | $1440.41 |
| SALICE THOMAS P | M | Aug 5, 2026 | 417 | - |
| SALICE THOMAS P | M | Aug 5, 2026 | 417 | $397.95 |
| Keller Gerry | M | Aug 3, 2026 | 240 | $720.81 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.9B | $4.0B |
| Gross Profit | $2.2B | $2.3B | $2.4B |
| Net Income | - | $863.1M | $869.2M |
| Gross Margin | - | 60.1% | 59.4% |
| Net Margin | - | 22.3% | 21.6% |
| Balance Sheet | |||
| Total Assets | $3.4B | $3.2B | $3.7B |
| Equity | - | -$126.9M | -$23.6M |
| ROE | - | -680.2% | -3677.4% |
| Per Share | |||
| EPS | $35.90 | $40.48 | $42.05 |
| Cash Flow | |||
| Operating CF | - | $968.3M | $955.8M |
| CapEx | $105.3M | $103.9M | $107.1M |
Source: XBRL data in Mettler Toledo (MTD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MTD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $10.78B |
| Q1 2026 | 37 | $11.14B |
| Q4 2025 | 32 | $11.90B |
| Q3 2025 | 34 | $11.73B |
| Q2 2025 | 31 | $10.81B |
| Q1 2025 | 32 | $7.54B |
| Q4 2024 | 29 | $6.60B |
| Q3 2024 | 25 | $4.03B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 257 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MTD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - | |
| SC 13G | Feb 13, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 10-K | Feb 6, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Jan 20, 2026 | - | - | |
| 4 | Nov 26, 2025 | - | - | |
| 4 | Nov 26, 2025 | - | - |
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MTD SEC filings: frequently asked questions
Are MTD insiders buying or selling?
In the last 90 days, Mettler Toledo (MTD) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $6.1 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MTD stock?
As of June 30, 2026, the largest Mettler Toledo (MTD) holders among the 13F filers tracked by SignalX were BlackRock ($2.4 billion), Vanguard Capital Management LLC ($1.7 billion), Vanguard Portfolio Management LLC ($1.3 billion), State Street Corp ($1.2 billion), BNY Mellon ($762.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MTD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Mettler Toledo (MTD) reported revenue of $4.0 billion (up 4.0% from FY2024) and net income of $869.2 million. Diluted EPS was $42.05. The figures come from the XBRL data in the 10-K.
What are the main risks in MTD's latest 10-K?
In the 10-K filed February 6, 2026, Mettler Toledo (MTD) flagged: U.S.-China geopolitical tensions causing 16% sales, 29% segment profit, 29% production exposure in China with tariff increases and supply chain risks. Ukraine war and Middle East conflict disrupting supply chains, increasing costs, reducing shipping capacity, and heightening global economic uncertainty. (AI summary of the Risk Factors section.)
What did MTD report in its latest 8-K?
Mettler Toledo (MTD) filed an 8-K on August 3, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Natalia Shuman appointed independent director effective August 3, 2026.
What are the latest MTD SEC filings?
Mettler Toledo (MTD) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 1, 2026.
What is MTD's SEC CIK number?
Mettler Toledo (MTD)'s SEC Central Index Key (CIK) is 1037646. EDGAR lists every MTD filing under that number.
Ask anything about MTD
The research agent reads MTD's filings, financials, insider trades and 13F holders, then answers with sources.