SWK at a glance
Stanley Black & Decker (SWK, SEC CIK 93556) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 4, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), Stanley Black & Decker (SWK) reported revenue of $15.1 billion (down 1.5% from FY2024) and net income of $401.9 million. Diluted EPS was $2.65.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Stanley Black & Decker (SWK) shares worth $7.2 billion in 13F-HR filings.
- In the last 90 days, SWK insiders reported 0 open-market purchases ($0) and 1 open-market sale ($105K) on Form 4, a net sale of $105K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.1B
- −1.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$105K
- 13F holders
- 39 funds
- $7.2B · +3 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Management Discussion & Analysis
- Revenue $15.13B in 2025 vs $15.37B in 2024, down 2%; 3% price increase offset by 4% volume decline and 1% Infrastructure divestiture impact
- GAAP gross margin 30.3% vs 29.4%; adjusted gross margin 30.7% vs 30.0%; GAAP SG&A 22.0% vs 21.7% of net sales
- Tools & Outdoor (best): sales $13.16B, segment margin 10.1% vs 9.0%; Engineered Fastening (worst): sales $1.97B, segment margin 10.0% vs 12.4%, hurt by lower automotive volume
- Operating cash flow $971M vs $1.11B; free cash flow $688M vs $753M; capex $283M vs $354M; dividends $501M; debt repaid $851M; CAM divestiture ($1.8B) proceeds earmarked for further debt reduction
- 2026 guidance: adjusted EPS $4.90–$5.70 (+13% midpoint), free cash flow $700–$900M; key risks include tariff escalation and China supply chain exposure targeted for reduction by end-2026/early 2027
Risk Factors
- China's April 2025 rare earth mineral export restrictions causing component delays and shortages; further restrictions could disrupt production of power tools and battery-dependent products
- Two largest customers ~27% of consolidated net sales; top home centers and mass merchants collectively ~42% of sales, limiting pricing power
- $5.3B principal debt outstanding; interest coverage covenant requires minimum 3.50x ratio (relaxed to 2.50x through Q2 2026)
- Section 301 tariffs triggered supply chain shift of power tools to Mexico in 2025, inadvertently creating new tariff exposure pending USMCA exemption qualification
- $108.4M pre-tax impairment charge in 2025 on Lenox, Troy-Bilt, Irwin trade names; goodwill stands at $7.3B with ongoing impairment risk
Business Overview
- Global tools & outdoor and engineered fastening company; $15.1B 2025 revenues, 62% US, 16% Europe, 13% emerging markets
- Industrial segment renamed "Engineered Fastening" in Q1 2025 following portfolio streamlining; CAM business sale announced Dec 2025 for $1.8B cash
- Global Cost Reduction Program completed end-2025, generating ~$2.1B pre-tax run-rate savings, exceeding original $2.0B target
- R&D spend $321.4M (2.1% of net sales) in 2025; platforming method drove 20% faster product development
- Home Depot concentration rose to 15% of consolidated net sales in 2025 vs 14% in 2024, while Lowe's fell to 12% from 14%
AI summary of the SWK 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 Jul 4, 2026
Management Discussion & Analysis
- Forward-looking statements subject to material variance from actual results
- Management discussion references unaudited condensed consolidated financial statement notes
Risk Factors
- New tariff exposure from 2025 Mexico power-tool production shift, pending USMCA exemption qualification
- Trade-policy risk intensified after US Supreme Court invalidated IEEPA tariffs, leaving refund amounts and timing uncertain
- Supply-chain disruption from China’s April 2025 rare-earth export restrictions, causing component delays and shortages
- Share-repurchase execution risk following April 2026 program approval, with approximately $250 million remaining authorization
- Competitive risk from rivals better positioned to absorb tariff-driven manufacturing-cost increases
AI summary of the SWK 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 7.01: Regulation FD Disclosure
- Sale agreement for Excel Industries and certain HUSTLER brand assets to Bad Boy Mowers JV Acquisition
- Transaction requires regulatory approvals and customary closing conditions
Item EX-99.1: Item EX-99.1
- Definitive agreement to sell Excel Industries, including Hustler professional-grade mower business, to Bad Boy Mowers
- Excel expected to generate approximately $300 million FY 2026 revenue
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings release issued July 29, 2026
- Detailed operating results and financial metrics contained in the referenced press release
Item EX-99.1: Item EX-99.1
- 2Q sales $4.0B, flat year over year but organic growth 3%, led by U.S. Tools & Outdoor demand
- Adjusted EPS $1.57, including approximately $0.17 from tariff refunds; gross margin reached 33.7%
Item 1.01: Entry into a Material Definitive Agreement
- $3.0 billion total revolving capacity: $1.0 billion 364-day facility plus $2.0 billion five-year facility
- Five-year maturity extends to June 18, 2031, with potential one-year extensions in 2027 and 2028
Item 1.02: Termination of a Material Definitive Agreement
- Prior 364-day credit agreement dated June 23, 2025 formally terminated
- Replacement 364-day credit agreement entered concurrently, indicating refreshed short-term liquidity arrangements
AI summaries of SWK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SWK
Don't miss the next SWK filing
- Alerts as it files. A push when SWK files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SWK, by share count.
- Ask anything. An AI agent that reads every SWK filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Crew Debra Ann | A | Sep 22, 2026 | 169.79 | $91.19 |
| Crew Debra Ann | A | Sep 22, 2026 | 342.691 | $91.19 |
| Palmieri Jane | A | Sep 22, 2026 | 19.781 | $91.19 |
| Palmieri Jane | A | Sep 22, 2026 | 122.351 | $91.19 |
| Crew Debra Ann | A | Sep 22, 2026 | 137 | $91.19 |
| Crew Debra Ann | A | Sep 22, 2026 | 140.789 | $91.19 |
| GARRISON JOHN L JR | A | Sep 22, 2026 | 411.229 | $91.19 |
| GARRISON JOHN L JR | A | Sep 22, 2026 | 55.751 | $91.19 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $15.8B | $15.4B | $15.1B |
| Net Income | -$310.5M | $294.3M | $401.9M |
| Net Margin | -2.0% | 1.9% | 2.7% |
| Balance Sheet | |||
| Total Assets | - | $21.8B | $21.2B |
| Equity | $9.1B | $8.7B | $9.1B |
| ROE | -3.4% | 3.4% | 4.4% |
| Per Share | |||
| EPS | $-2.07 | $1.95 | $2.65 |
| Cash Flow | |||
| Operating CF | $1.2B | $1.1B | $971.2M |
| CapEx | $338.7M | $353.9M | $283.3M |
Source: XBRL data in Stanley Black & Decker (SWK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SWK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $7.23B |
| Q1 2026 | 36 | $5.24B |
| Q4 2025 | 35 | $5.61B |
| Q3 2025 | 35 | $5.60B |
| Q2 2025 | 35 | $5.25B |
| Q1 2025 | 32 | $4.06B |
| Q4 2024 | 27 | $3.85B |
| Q3 2024 | 28 | $2.81B |
- T. Rowe Price Group+1.02M (+10%)
- AQR Capital Management+585.2K (+48%)
- Ameriprise Financial+535.2K (+13%)
- Goldman Sachs Group+470.8K (+28%)
- State Street Corp+416.6K (+5%)
- Wells Fargo & Co−1.23M (-31%)
- D.E. Shaw & Co−180.0K (-97%)
- JPMorgan Chase & Co−53.8K (-13%)
- Vanguard Portfolio Management LLC−9.1K (-0%)
- Franklin Resources−3.3K (-26%)
- Two Sigma Investments+366.0K
- WESTWOOD HOLDINGS GROUP INC+89.1K
- Citizens Financial Group+5.3K
- Allstate+2.8K
- Millennium Management−256.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 267 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SWK 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 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jul 4, 2026 | Analysis | |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - |
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SWK SEC filings: frequently asked questions
Are SWK insiders buying or selling?
In the last 90 days, Stanley Black & Decker (SWK) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $105,164 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SWK stock?
As of June 30, 2026, the largest Stanley Black & Decker (SWK) holders among the 13F filers tracked by SignalX were T. Rowe Price Group ($1.0 billion), BlackRock ($1.0 billion), Vanguard Capital Management LLC ($954.7 million), State Street Corp ($823.7 million), Vanguard Portfolio Management LLC ($647.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SWK's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), Stanley Black & Decker (SWK) reported revenue of $15.1 billion (down 1.5% from FY2024) and net income of $401.9 million. Diluted EPS was $2.65. The figures come from the XBRL data in the 10-K.
What are the main risks in SWK's latest 10-K?
In the 10-K filed February 24, 2026, Stanley Black & Decker (SWK) flagged: China's April 2025 rare earth mineral export restrictions causing component delays and shortages; further restrictions could disrupt production of power tools and battery-dependent products. Two largest customers ~27% of consolidated net sales; top home centers and mass merchants collectively ~42% of sales, limiting pricing power. (AI summary of the Risk Factors section.)
What did SWK report in its latest 8-K?
Stanley Black & Decker (SWK) filed an 8-K on September 4, 2026 reporting Item 7.01 (Regulation FD Disclosure). Sale agreement for Excel Industries and certain HUSTLER brand assets to Bad Boy Mowers JV Acquisition.
What are the latest SWK SEC filings?
Stanley Black & Decker (SWK) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 4, 2026 and a Form 4 insider filing on September 24, 2026.
What is SWK's SEC CIK number?
Stanley Black & Decker (SWK)'s SEC Central Index Key (CIK) is 93556. EDGAR lists every SWK filing under that number.
Ask anything about SWK
The research agent reads SWK's filings, financials, insider trades and 13F holders, then answers with sources.