MIDD The Middleby Corporation - Common Stock
حول The Middleby Corporation - Common Stock نظرة عامة على الشركة من ويكيبيديا
The Middleby Corporation is a publicly traded American company based in Elgin, Illinois. The company manufactures commercial cooking equipment, industrial processing equipment, and residential appliances. The commercial cooking equipment side of Middleby does business with 97 out of the top 100 food service chains in the United States and internationally.
اقرأ المزيد
The Middleby Corporation is a publicly traded American company based in Elgin, Illinois. The company manufactures commercial cooking equipment, industrial processing equipment, and residential appliances. The commercial cooking equipment side of Middleby does business with 97 out of the top 100 food service chains in the United States and internationally.
History
Portable ovens
The company was founded by Joseph Middleby and John Marshall in Chicago in 1888 as a bakery supplier. The company made custom portable ovens for the bakery industry. Middleby sold the company to Marshall in the early 1900s. The company was privately held by descendants of Marshall until it was purchased by a private company in 1976. The company was purchased by TMC Industries Ltd. in 1983 and changed its name to The Middleby Corporation in 1985 and moved its headquarters to Elgin, Illinois in the late 1980s.
Expansion
By 1996, the company had expanded its manufacturing base overseas and had opened a manufacturing and training facility employing 190 in Santa Rosa, Laguna, the Philippines.
By 2006, the company had successfully streamlined operations to an extent allowing them to close two of its seven manufacturing facilities in the United States with no loss of product lines or capacity; this was in addition to three facilities shut down in 2001 and 2002. Also in the 2001 to 2006 period, the company's income yield from sales increased from about 3% to just over 10%, while its stock valuation increased by over 15-fold, performance gains which were attributed to CEO Bassoul.
The Middleby Corporation was originally available for purchase on the NASDAQ over-the-counter market and became listed on the American Stock Exchange in 1988. Its first public offering came in September 1997 with a share price offering of $10 on the NASDAQ. Selim Bassoul became the CEO of Middleby in January 2001.
McDonald's ice cream machines
In 2021, the company was criticized in the media for producing ice cream machines for McDonald's that were intentionally unreliable and difficult to repair as a means to drive up maintenance revenue. They were sued by the makers of an app, Kytch, that assisted with repair.
Acquisitions
Middleby has acquired numerous businesses in the US and internationally. In 1990, Middleby acquired a majority stake in Asbury Associates Inc., a Filipino manufacturer of food service equipment. It increased its interest to 80% by 1991 and became the company's main export distributor internationally with the exception of Canada where Middleby already owned a distributor. The same year, it established Fab-Asia, Inc., a separate unit in Manila for manufacturing of kitchen equipment for markets in Asia and the United States.
Middleby initiated assimilation of MagiKitch'n brands in 2010 to their commercial appliance line.
Middleby purchased TurboChef in 2008 in a deal reported to be worth $200 million. It was reported by Bassoul that the purchase would strengthen the company's position as a leader in the food service equipment industry. Both companies were previously competitors in food service equipment for speed cooking pizza ovens.
In 2013, The Middleby Corporation purchased Viking Range for US$380 million from investors Warren Stephens and Fred Carl, Jr., the latter of whom would continue at the helm of the new subsidiary. Middleby announced that it would incorporate its technology into Viking equipment and increase residential sales, which were approximately 1% to 2% of the company's overall sales prior to the purchase. The acquisition was said to be the largest in the company's history, bringing 750 employees into the company.
In July 2015, Aga Rangemaster Group, the British manufacturer of cast-iron cooking ranges was acquired for £129 million.
In 2016, Middleby acquired Follett Ice in Easton, Pennsylvania.
In May 2018, Taylor Company, a manufacturer of ice cream dispensing equipment and frozen drink machines was acquired for $1 billion.
In December 2021, The Middleby Corporation purchased consumer grill manufacturers Kamado Joe, Masterbuilt, and Char-Griller, which were estimated to expand the revenues of the Middleby Residential platform to more than $1 billion.[1]
In July 2022, Middleby acquired CP Packaging, a US-based equipment manufacturer.
Products and brands
Industrial processing
Residential
Aga Rangemaster (acquired July 2015)
Brava Home
Char-Griller
Falcon
Grange
Kamado Joe
La Cornue
Lynx
Marvel
Masterbuilt
Rayburn Range
Viking
Waterford Stanley
Novy (2021)
Former brands
Victory Refrigeration: a former subsidiary and brand engaged in development of refrigeration technology; sold in 1996 to "an investor group led by local management" of the subsidiary.
Awards and recognition
Middleby has received awards and recognition, including numerous supplier awards. In 2013 it was recognized as the Supplier Partner of the Year by Brinker International, after installing approximately 1,200 ovens in the company's Chili's restaurants. It was recognized as one of the best stocks of the millennium by The Motley Fool and featured as a hot growth company in BusinessWeek.
Middleby has been on the Forbes' list of 200 Best Small Companies numerous times, including being listed as #12 in 2004, #10 in 2005, #9 in 2006, and continuing 9 consecutive years receiving recognition as #25 on the list in 2012. The United States Department of Commerce recognized Middleby in 1997 with the President's "E" Award. The award was given to a total of 11 firms in the United States for recognition of their success in exporting. It was recognized again for its exporting in 2001 as a recipient of the Governor's Export Award presented by then Illinois Governor George Ryan.
Middleby made the Crain's Chicago Business Fast 50 list in 2013, also being recognized on the list in 2007 and 2009. It received a NRA Kitchen Innovations Award in 2013 for its WOW! Ovens, currently in use by the top nine pizza chains. It was also featured in the 2011 book Innovating...Chicago-style: How Local Innovators Are Building the National Economy.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
MIDD لقطة سريعة للسهم السعر، القيمة السوقية، مكرر الربحية (P/E)، ربحية السهم (EPS)، العائد على حقوق الملكية (ROE)، نسبة الدين إلى حقوق الملكية، نطاق 52 أسبوعًا
MIDD مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك
أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم
التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟
الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)
الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية
النمو نمو الإيرادات وربحية السهم وصافي الدخل: مقارنة بالعام السابق (YoY)، متوسط النمو السنوي المركب لـ 3 سنوات (3Y CAGR)، متوسط النمو السنوي المركب لـ 5 سنوات (5Y CAGR)
كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات
التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات
| تاريخ الاستحقاق | المبلغ |
|---|---|
| 2 يونيو، 2004 | $0,0536 |
| 7 نوفمبر، 2003 | $0,0335 |
| 18 ديسمبر، 2000 | $0,0134 |
| 26 فبراير، 1991 | $0,0027 |
| 14 نوفمبر، 1990 | $0,0027 |
| 16 أغسطس، 1990 | $0,0027 |
| 17 مايو، 1990 | $0,0027 |
| 5 مارس، 1990 | $0,0027 |
| 15 نوفمبر، 1989 | $0,0027 |
| 17 أغسطس، 1989 | $0,0027 |
| 19 مايو، 1989 | $0,0027 |
| 21 فبراير، 1989 | $0,0027 |
| 14 نوفمبر، 1988 | $0,0067 |
MIDD توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 6 35,3%
- شراء 7 41,2%
- احتفاظ 4 23,5%
- بيع 0 0,0%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
9 محللين · 2026-08-15سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $2.35 | $2.07 | 0.28% |
| 31 مارس، 2026 | $2.16 | $1.98 | 0.18% |
| 31 ديسمبر، 2025 | $2.42 | $2.32 | 0.10% |
| 30 سبتمبر، 2025 | $2.37 | $2.11 | 0.26% |
| 30 يونيو، 2025 | $2.35 | $2.28 | 0.07% |
| 31 مارس، 2025 | $2.08 | $1.99 | 0.09% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| MIDD | — | -28.3 | 1.6% | -8.7% | -8.7% | 39.1% |
| TKR | — | 20.5 | 0.19% | 6.3% | 9.6% | — |
| ESE | — | 18.3 | 19.2% | 27.3% | 21.5% | — |
| NPO | $4.52B | 112.1 | 9.0% | 3.5% | 2.7% | 42.6% |
| GTES | $5.44B | 22.4 | 1.0% | 7.3% | 7.9% | 39.8% |
| JBTM | $7.83B | -153.7 | 121.3% | -1.3% | -1.1% | — |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | — |
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
| ALH | $4.02B | 36.3 | 13.3% | 5.9% | 94.4% | 37.6% |
| FELE | $4.22B | 29.7 | 5.4% | 6.9% | 11.4% | 35.5% |
| CECO | $2.13B | 43.7 | 0.00% | 6.7% | 17.7% | 35.9% |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل 15
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $3.15B | $3.24B | $4.03B | $3.25B | $2.51B | $2.96B | $2.72B | $2.34B | $2.27B | $1.83B | $1.64B | |
| Cost of Revenue | $1.95B | $1.90B | $1.96B | $2.59B | $2.06B | $1.63B | $1.86B | $1.72B | $1.42B | $1.37B | $1.12B | $996M | |
| Gross Profit | $1.25B | $1.25B | $1.28B | $1.45B | $1.19B | $882M | $1.10B | $1.00B | $913M | $901M | $707M | $641M | |
| R&D Expense | $59M | $51M | $47M | $49M | $42M | $35M | $41M | $35M | $29M | $26M | $22M | $23M | |
| SG&A Expense | $663M | $590M | $625M | $797M | $668M | $532M | $594M | $539M | $468M | $472M | $375M | $157M | |
| Operating Income | $575M | $644M | $652M | $640M | $630M | $324M | $514M | $446M | $379M | $419M | $303M | $300M | |
| Other Non-op | $-5M | $458.0K | $-4M | $-29M | $2M | $-3M | $2M | $-2M | $-829.0K | $-1M | $-4M | $-4M | |
| Pretax Income | $482M | $566M | $536M | $564M | $620M | $268M | $463M | $424M | $384M | $421M | $281M | $281M | |
| Income Tax | $115M | $145M | $123M | $128M | $131M | $61M | $110M | $106M | $85M | $137M | $90M | $87M | |
| Net Income | $-278M | $428M | $401M | $437M | $488M | $207M | $352M | $317M | $298M | $284M | $192M | $193M | |
| EPS (Basic) | $-5.38 | $7.97 | $7.48 | $8.07 | $8.85 | $3.76 | $6.33 | $5.71 | $5.26 | $4.98 | $3.36 | $3.41 | |
| EPS (Diluted) | $-5.32 | $7.90 | $7.41 | $7.95 | $8.62 | $3.76 | $6.33 | $5.70 | $5.26 | $4.98 | $3.36 | $3.40 | |
| Shares (Basic) | 51,655,000 | 53,738,000 | 53,577,000 | 54,095,000 | 55,216,000 | 55,093,000 | 55,647,000 | 55,576,000 | 56,715,000 | 57,030,000 | 56,951,000 | 56,764,000 | |
| Shares (Diluted) | 52,179,000 | 54,209,000 | 54,086,000 | 54,947,000 | 56,665,000 | 55,136,000 | 55,656,000 | 55,604,000 | 56,719,000 | 57,085,000 | 56,973,000 | 56,784,000 | |
| EBITDA | $680M | $783M | $767M | $778M | $755M | $435M | $617M | $543M | $480M | $504M | $357M | $342M |
الميزانية العمومية 28
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $222M | $639M | $247M | $162M | $180M | $268M | $94M | $72M | $90M | $68M | $56M | $44M | |
| Receivables | $573M | $532M | $645M | $631M | $577M | $363M | $448M | $399M | $328M | $326M | $283M | $230M | |
| Inventory | $693M | $656M | $936M | $1.08B | $837M | $540M | $586M | $522M | $425M | $368M | $354M | $256M | |
| Prepaid Expense | $111M | $115M | $113M | $126M | $92M | $81M | $61M | $51M | $55M | $43M | $40M | $28M | |
| Current Assets | $2.74B | $2.33B | $1.97B | $2.01B | $1.71B | $1.27B | $1.21B | $1.06B | $932M | $812M | $795M | $614M | |
| PP&E (Net) | $432M | $385M | $511M | $444M | $381M | $344M | $352M | $315M | $282M | $222M | $200M | $130M | |
| PP&E (Gross) | $743M | $653M | $850M | $743M | $647M | $574M | $550M | $482M | $424M | $341M | $300M | $213M | |
| Accum. Depreciation | $311M | $268M | $340M | $300M | $266M | $230M | $198M | $168M | $142M | $119M | $100M | $83M | |
| Goodwill | $1.80B | $1.74B | $1.70B | $2.41B | $2.24B | $1.93B | $1.85B | $1.74B | $1.26B | $1.09B | $983M | $808M | |
| Intangibles | $1.06B | $1.10B | $1.69B | $1.79B | $1.88B | $1.45B | $1.44B | $1.36B | $780M | $696M | $749M | $492M | |
| Other Non-current Assets | $165M | $147M | $204M | $213M | $143M | $127M | $111M | $37M | $36M | $43M | $22M | $19M | |
| Total Assets | $6.32B | $7.28B | $6.91B | $6.87B | $6.38B | $5.20B | $5.00B | $4.55B | $3.34B | $2.92B | $2.76B | $2.07B | |
| Accounts Payable | $207M | $166M | $227M | $271M | $305M | $183M | $174M | $188M | $146M | $147M | $158M | $98M | |
| Accrued Liabilities | $575M | $494M | $579M | $671M | $583M | $495M | $417M | $367M | $322M | $336M | $320M | $221M | |
| Current Liabilities | $1.07B | $829M | $851M | $988M | $915M | $700M | $593M | $559M | $474M | $488M | $510M | $328M | |
| Capital Leases | $94M | $67M | $88M | $80M | $74M | $77M | $75M | · | · | · | · | · | |
| Deferred Tax | $157M | $151M | $216M | $220M | $187M | $147M | $134M | $82M | $43M | $26M | $50M | $89M | |
| Other Non-current Liabilities | $178M | $171M | $197M | $177M | $181M | $202M | $169M | $70M | $59M | $36M | $30M | $32M | |
| Long-term Debt | $2.17B | $2.40B | $2.43B | $2.72B | $2.41B | $1.73B | $1.87B | $1.89B | $1.03B | $732M | $766M | $598M | |
| Total Debt | $2.17B | $2.40B | $2.43B | $2.72B | $2.41B | $1.73B | $1.87B | $1.89B | $1.03B | $732M | $766M | $598M | |
| Common Stock | $153.0K | $148.0K | $148.0K | $147.0K | $147.0K | $147.0K | $145.0K | $145.0K | $145.0K | $144.0K | $144.0K | $144.0K | |
| Paid-in Capital | $603M | $520M | $479M | $408M | $357M | $433M | $387M | $377M | $375M | $355M | $329M | $310M | |
| Retained Earnings | $4.05B | $4.33B | $3.90B | $3.50B | $3.06B | $2.57B | $2.36B | $2.01B | $1.70B | $1.40B | $1.12B | $924M | |
| Treasury Stock | $1.74B | $941M | $906M | $831M | $566M | $537M | $451M | $445M | $445M | $205M | $201M | $196M | |
| AOCI | $-142M | $-269M | $-223M | $-278M | $-359M | $-488M | $-351M | $-276M | $-266M | $-284M | $-76M | $-31M | |
| Stockholders' Equity | $2.78B | $3.64B | $3.25B | $2.80B | $2.49B | $1.98B | $1.95B | $1.67B | $1.36B | $1.27B | $1.17B | $1.01B | |
| Liabilities + Equity | $6.32B | $7.28B | $6.91B | $6.87B | $6.38B | $5.20B | $5.00B | $4.55B | $3.34B | $2.92B | $2.76B | $2.07B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | 55,730,624 | 57,539,766 | 57,306,082 | 57,271,680 |
التدفق النقدي 16
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $104M | $110M | $138M | $125M | $111M | $103M | $97M | $70M | $58M | $54M | $41M | |
| Stock-based Comp | $13M | $32M | $45M | $58M | $42M | $20M | $8M | $2M | $6M | $28M | $16M | $17M | |
| Deferred Tax | $70M | $36M | $442.0K | $-7M | $7M | $16M | $22M | $20M | $-14M | $21M | $2M | $15M | |
| Amort. of Intangibles | $55M | $57M | $66M | $86M | $76M | $69M | $64M | $60M | $39M | $30M | $27M | $25M | |
| Restructuring | $3M | $8M | $5M | $10M | $8M | $12M | $10M | $19M | $20M | $11M | $29M | $7M | |
| Other Non-cash | $719M | $59M | $47M | $-294M | $-240M | $171M | $-109M | $-68M | $-55M | $-98M | $-14M | $-33M | |
| Operating Cash Flow | $630M | $687M | $629M | $333M | $423M | $525M | $377M | $369M | $304M | $294M | $250M | $234M | |
| CapEx | $71M | $37M | $59M | $67M | $47M | $35M | $47M | $36M | $54M | $25M | $22M | $13M | |
| Investing Cash Flow | $-127M | $-159M | $-156M | $-348M | $-1.01B | $-107M | $-328M | $-1.24B | $-345M | $-236M | $-371M | $-233M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $724M | $35M | $75M | $265M | $29M | $86M | $6M | $0 | $240M | $4M | $5M | $44M | |
| Net Stock Activity | $-724M | $-35M | $-75M | $-265M | $-29M | $-86M | $-6M | $0 | $-240M | $-4M | $-5M | $-44M | |
| Financing Cash Flow | $-971M | $-74M | $-391M | $8M | $503M | $-252M | $-25M | $856M | $56M | $-41M | $137M | $9M | |
| Net Change in Cash | $-445M | $442M | $85M | $-18M | $-88M | $174M | $23M | $-18M | $21M | $13M | $12M | $7M | |
| Taxes Paid | $79M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $559M | $638M | $544M | $265M | $377M | $490M | $331M | $333M | $250M | $269M | $227M | $221M |
الربحية 8
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 39.1% | 37.9% | 38.0% | 35.9% | 36.8% | 35.1% | 37.3% | 36.9% | 39.1% | 39.7% | 38.7% | 39.1% | |
| Operating Margin | 18.0% | 16.9% | 15.7% | 15.9% | 19.4% | 12.9% | 17.4% | 16.4% | 17.6% | 19.7% | 16.6% | 18.4% | |
| Net Margin | -8.7% | 11.1% | 9.9% | 10.8% | 15.0% | 8.2% | 11.9% | 11.7% | 12.8% | 12.5% | 10.5% | 11.8% | |
| Pretax Margin | 15.1% | 14.9% | 12.9% | 14.0% | 19.1% | 10.7% | 15.6% | 15.6% | 16.4% | 18.6% | 15.4% | 17.2% | |
| EBITDA Margin | 21.2% | 20.2% | 19.0% | 19.3% | 23.2% | 17.3% | 20.9% | 20.0% | 20.6% | 22.2% | 19.5% | 20.9% | |
| ROA | -4.1% | 5.9% | 5.8% | 6.5% | 8.0% | 4.1% | 7.1% | 7.0% | 9.1% | 10.0% | 7.9% | 7.8% | |
| ROE | -8.7% | 11.8% | 12.6% | 16.5% | 20.4% | 10.3% | 18.5% | 19.6% | 22.7% | 23.4% | 17.6% | 20.9% | |
| ROIC | 8.8% | 8.1% | 8.6% | 9.0% | 10.1% | 6.8% | 10.2% | 9.4% | 13.4% | 15.1% | 10.7% | 12.9% |
السيولة والملاءة 4
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 2.3 | 2.0 | 1.9 | 1.8 | 2.0 | 1.9 | 2.0 | 1.7 | 1.6 | 1.9 | |
| Quick Ratio | 0.7 | 1.6 | 1.0 | 0.8 | 0.8 | 0.9 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.8 | |
| Debt / Equity | 0.8 | 0.7 | 0.7 | 1.0 | 1.0 | 0.9 | 1.0 | 1.1 | 0.8 | 0.6 | 0.7 | 0.6 | |
| LT Debt / Equity | 0.8 | 0.6 | 0.7 | 1.0 | 1.0 | 0.9 | 1.0 | 1.1 | 0.8 | 0.6 | 0.6 | 0.6 |
الكفاءة 3
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.7 | 0.8 | 0.8 | 0.7 | |
| Inventory Turnover | 2.9 | 2.7 | 2.5 | 2.7 | 3.0 | 2.9 | 3.4 | 3.6 | 3.6 | 3.8 | 3.7 | 4.2 | |
| Receivables Turnover | 5.8 | 6.0 | 6.3 | 6.7 | 6.9 | 6.2 | 7.0 | 7.5 | 7.1 | 7.5 | 7.1 | 7.5 |
معدلات النمو 7
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -2.8% | -19.6% | 24.1% | 29.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.4% | -1.0% | 8.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 6.6% | -6.8% | -7.8% | 129.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.9% | 25.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | 6.9% | -8.2% | -10.6% | 135.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -4.3% | 24.6% | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 13
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.20B | $3.15B | $3.24B | $4.03B | $3.25B | $2.51B | $2.96B | $2.72B | $2.34B | $2.27B | $1.83B | $1.64B | |
| Net Income TTM | $-278M | $428M | $401M | $437M | $488M | $207M | $352M | $317M | $298M | $284M | $192M | $193M | |
| Market Cap | · | · | · | · | · | · | · | · | $7.52B | $7.41B | $6.18B | $5.67B | |
| Enterprise Value | · | · | · | · | · | · | · | · | $8.46B | $8.08B | $6.89B | $6.23B | |
| P/E | -28.3 | 17.3 | 19.9 | 16.8 | 22.8 | 34.3 | 17.3 | 17.8 | 25.7 | 25.9 | 32.1 | 29.1 | |
| P/S | · | · | · | · | · | · | · | · | 3.2 | 3.3 | 3.4 | 3.5 | |
| P/B | · | · | · | · | · | · | · | · | 5.5 | 5.9 | 5.3 | 5.6 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 24.7 | 25.2 | 24.8 | 24.3 | |
| P / FCF | · | · | · | · | · | · | · | · | 30.1 | 27.5 | 27.2 | 25.7 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | 17.6 | 16.0 | 19.3 | 18.2 | |
| EV / FCF | · | · | · | · | · | · | · | · | 33.8 | 30.0 | 30.3 | 28.2 | |
| EV / Revenue | · | · | · | · | · | · | · | · | 3.6 | 3.6 | 3.8 | 3.8 | |
| Earnings Yield | -3.5% | 5.8% | 5.0% | 5.9% | 4.4% | 2.9% | 5.8% | 5.6% | 3.9% | 3.9% | 3.1% | 3.4% |
قائمة الدخل 14
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $876M | $840M | $340M | $807M | $797M | $731M | $829M | $770M | $799M | $753M | $214M | $981M | $1.01B | $1.27B | |
| Cost of Revenue | $540M | $517M | $169M | $621M | $481M | $438M | $119M | $587M | $612M | $581M | $77M | $605M | $629M | $787M | |
| Gross Profit | $335M | $323M | $170M | $307M | $316M | $293M | $331M | $303M | $323M | $295M | $137M | $375M | $379M | $479M | |
| SG&A Expense | $187M | $188M | $79M | $204M | $168M | $162M | $6M | $179M | $199M | $206M | $10M | $196M | $215M | $247M | |
| Operating Income | $148M | $133M | $89M | $-554M | $148M | $130M | $158M | $173M | $176M | $137M | $132M | $174M | $161M | $229M | |
| Other Non-op | $2M | $3M | $-4M | $-1M | $-2M | $-960.0K | $1M | $-1M | $-56.0K | $300.0K | $-2M | $-1M | $-2M | $-21M | |
| Pretax Income | $126M | $113M | $58M | $-579M | $127M | $111M | $142M | $155M | $155M | $115M | $104M | $144M | $132M | $183M | |
| Income Tax | $43M | $28M | $7M | $-66M | $25M | $26M | $37M | $41M | $39M | $28M | $15M | $36M | $33M | $34M | |
| Net Income | $55M | $-50M | $-594M | $-513M | $106M | $92M | $112M | $114M | $115M | $87M | $76M | $109M | $99M | $148M | |
| EPS (Basic) | $1.21 | $-1.06 | $-11.26 | $-10.15 | $2.01 | $1.72 | $2.09 | $2.12 | $2.15 | $1.61 | $1.42 | $2.03 | $1.85 | $2.78 | |
| EPS (Diluted) | $1.21 | $-1.06 | $-11.15 | $-10.08 | $1.99 | $1.69 | $2.07 | $2.11 | $2.13 | $1.59 | $1.42 | $2.01 | $1.82 | $2.77 | |
| Shares (Basic) | 45,326,000 | 47,232,000 | -109,534,000 | 50,521,000 | 52,616,000 | 53,594,000 | 53,764,000 | 53,770,000 | 53,765,000 | 53,654,000 | 8,000 | 53,588,000 | 53,594,000 | -109,820,000 | |
| Shares (Diluted) | 45,343,000 | 47,243,000 | -110,324,000 | 50,907,000 | 53,154,000 | 54,621,000 | 54,334,000 | 54,037,000 | 54,072,000 | 54,394,000 | -106,000 | 54,157,000 | 54,377,000 | -112,036,000 | |
| EBITDA | $148M | $159M | · | $-554M | $155M | $173M | · | $173M | $176M | $170M | · | $174M | $196M | · |
الميزانية العمومية 27
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $159M | $177M | $222M | $175M | $511M | $745M | $639M | $606M | $459M | $341M | · | $167M | $157M | · | |
| Receivables | $601M | $608M | $573M | $674M | $666M | $646M | $532M | $615M | $625M | $605M | · | $633M | $653M | · | |
| Inventory | $738M | $728M | $693M | $920M | $889M | $878M | $656M | $906M | $920M | $944M | · | $1.02B | $1.12B | · | |
| Prepaid Expense | $111M | $98M | $111M | $139M | $134M | $131M | $115M | $134M | $126M | $116M | · | $131M | $124M | · | |
| Current Assets | $1.64B | $1.65B | $2.74B | $1.97B | $2.26B | $2.41B | $2.33B | $2.29B | $2.14B | $2.02B | · | $1.96B | $2.06B | · | |
| PP&E (Net) | $423M | $425M | $432M | $578M | $570M | $551M | $385M | $511M | $505M | $508M | · | $499M | $462M | · | |
| PP&E (Gross) | · | · | $743M | · | · | · | $653M | · | · | · | · | · | · | · | |
| Accum. Depreciation | $336M | $322M | $311M | $421M | $413M | $393M | $268M | $378M | $362M | $350M | · | $327M | $308M | · | |
| Goodwill | $1.79B | $1.79B | $1.80B | $2.03B | $2.59B | $2.54B | $1.74B | $2.51B | $2.47B | $2.47B | $1.70B | $2.45B | $2.43B | $2.41B | |
| Intangibles | $1.03B | $1.04B | $1.06B | $1.47B | $1.61B | $1.61B | $1.10B | $1.65B | $1.65B | $1.67B | · | $1.78B | $1.79B | · | |
| Other Non-current Assets | $153M | $155M | $165M | $201M | $188M | $184M | $147M | $179M | $201M | $207M | · | $226M | $207M | · | |
| Total Assets | $5.36B | $5.42B | $6.32B | $6.35B | $7.34B | $7.40B | $7.28B | $7.20B | $7.03B | $6.93B | $6.91B | $6.92B | $6.96B | $6.87B | |
| Accounts Payable | $224M | $215M | $207M | $258M | $236M | $231M | $166M | $215M | $239M | $233M | · | $224M | $282M | · | |
| Accrued Liabilities | $549M | $571M | $575M | $651M | $601M | $611M | $494M | $556M | $574M | $563M | · | $596M | $664M | · | |
| Current Liabilities | $827M | $839M | $1.07B | $952M | $881M | $886M | $829M | $815M | $857M | $841M | · | $864M | $990M | · | |
| Capital Leases | · | · | $94M | · | · | · | $67M | · | · | · | · | · | · | · | |
| Deferred Tax | $212M | $195M | $157M | $230M | $303M | $248M | $151M | $241M | $194M | $208M | · | $214M | $218M | · | |
| Other Non-current Liabilities | $168M | $176M | $178M | $202M | $188M | $187M | $171M | $179M | $182M | $188M | · | $208M | $185M | · | |
| Long-term Debt | $1.98B | $1.87B | $2.17B | $2.07B | $2.38B | $2.39B | $2.40B | $2.41B | $2.40B | $2.41B | · | $2.58B | $2.73B | · | |
| Total Debt | $1.98B | $1.87B | · | $2.07B | $2.38B | $2.39B | · | $2.41B | $2.40B | $2.41B | · | $2.58B | · | · | |
| Common Stock | $153.0K | $153.0K | $153.0K | $153.0K | $148.0K | $148.0K | $148.0K | $148.0K | $148.0K | $148.0K | · | $148.0K | $147.0K | · | |
| Paid-in Capital | $619M | $611M | $603M | $597M | $529M | $523M | $520M | $509M | $501M | $493M | · | $463M | $426M | · | |
| Retained Earnings | $4.06B | $4.00B | $4.05B | $4.01B | $4.53B | $4.42B | $4.33B | $4.22B | $4.10B | $3.99B | · | $3.82B | $3.60B | · | |
| Treasury Stock | $2.32B | $2.11B | $1.74B | $1.52B | $1.31B | $983M | $941M | $924M | $924M | $923M | · | $906M | $899M | · | |
| AOCI | $-148M | $-127M | $-142M | $-149M | $-123M | $-230M | $-269M | $-208M | $-257M | $-245M | $-223M | $-286M | $-263M | $-278M | |
| Stockholders' Equity | $2.21B | $2.37B | $2.78B | $2.94B | $3.62B | $3.73B | $3.64B | $3.59B | $3.42B | $3.31B | $3.25B | $3.10B | $2.86B | $2.80B | |
| Liabilities + Equity | $5.36B | $5.42B | $6.32B | $6.35B | $7.34B | $7.40B | $7.28B | $7.20B | $7.03B | $6.93B | · | $6.92B | $6.96B | · |
التدفق النقدي 14
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $25M | $10M | $33M | $32M | $26M | $9M | $31M | $32M | $32M | $11M | $33M | $35M | $31M | |
| Stock-based Comp | $7M | $10M | $-17M | $-100.0K | $6M | $2M | $2M | $9M | $8M | $14M | $10M | $13M | $12M | $24M | |
| Deferred Tax | $20M | $7M | $42M | $-73M | $47M | $-8M | $8M | $46M | $-12M | $-6M | $7M | $-316.0K | $-33.0K | $-24M | |
| Amort. of Intangibles | $13M | $13M | $7M | $16M | $14M | $14M | $9M | $15M | $16M | $17M | $9M | $19M | $21M | $17M | |
| Restructuring | $732.0K | $2M | $-8M | $3M | $687.0K | $1M | $-3M | $3M | $5M | $3M | $-7M | $4M | $2M | $3M | |
| Other Non-cash | · | $73M | · | · | · | $21M | · | · | · | $14M | · | · | $-54M | · | |
| Operating Cash Flow | $98M | $66M | $183M | $176M | $122M | $141M | $240M | $157M | $150M | $141M | $256M | $219M | $92M | $159M | |
| CapEx | $11M | $8M | $35M | $20M | $21M | $26M | $521.0K | $11M | $11M | $14M | $-10M | $21M | $25M | $16M | |
| Investing Cash Flow | $-12M | $555M | $-83M | $-51M | $-24M | $-35M | $-115M | $-14M | $-14M | $-16M | $-17M | $-54M | $-36M | $-90M | |
| Stock Repurchased | $207M | $375M | $705M | $149M | $323M | $43M | $16M | $287.0K | $976.0K | $17M | $21.0K | $0 | $68M | $25M | |
| Net Stock Activity | · | $-375M | · | · | · | $-43M | · | · | · | $-17M | · | · | $-68M | · | |
| Financing Cash Flow | $-103M | $-685M | $-925M | $-463M | $-346M | $-57M | $-28M | $-3M | $-14M | $-29M | $-165M | $-151M | $-63M | $-65M | |
| Net Change in Cash | $-18M | $-67M | $-804M | $-336M | $-234M | $56M | $84M | $147M | $118M | $94M | $80M | $10M | $-5M | $17M | |
| Free Cash Flow | · | $58M | · | · | · | $107M | · | · | · | $127M | · | · | $67M | · |
الربحية 8
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.3% | 38.5% | · | 36.8% | 38.0% | 38.2% | · | 37.7% | 38.3% | 37.4% | · | 38.3% | 37.6% | · | |
| Operating Margin | 16.9% | 15.9% | · | -56.4% | 15.9% | 15.5% | · | 18.4% | 17.7% | 14.8% | · | 17.8% | 16.0% | · | |
| Net Margin | 6.3% | -6.0% | · | -52.2% | 10.8% | 10.2% | · | 12.1% | 11.6% | 9.3% | · | 11.1% | 9.8% | · | |
| Pretax Margin | 14.4% | 13.4% | · | -59.0% | 13.6% | 13.4% | · | 16.4% | 15.6% | 12.4% | · | 14.7% | 13.1% | · | |
| EBITDA Margin | 16.9% | 18.9% | · | -56.4% | 15.9% | 19.1% | · | 18.4% | 17.7% | 18.3% | · | 17.8% | 19.4% | · | |
| ROA | 0.86% | -0.78% | · | -7.6% | 1.5% | 1.3% | · | 1.6% | 1.7% | 1.2% | · | 1.6% | · | · | |
| ROE | 1.9% | -1.6% | · | -15.7% | 3.0% | 2.6% | · | 3.4% | 3.6% | 2.8% | · | 3.9% | · | · | |
| ROIC | 2.3% | 2.4% | · | -9.8% | 2.1% | 1.8% | · | 2.1% | 2.2% | 1.8% | · | 2.3% | · | · |
السيولة والملاءة 4
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.0 | · | 2.1 | 2.6 | 2.7 | · | 2.8 | 2.5 | 2.4 | · | 2.3 | · | · | |
| Quick Ratio | 0.9 | 0.9 | · | 0.9 | 1.3 | 1.6 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | · | · | |
| Debt / Equity | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | · | · | |
| LT Debt / Equity | 0.9 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | · | · |
الكفاءة 3
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | |
| Inventory Turnover | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | · | · | |
| Receivables Turnover | 1.4 | 1.3 | · | 1.5 | 1.5 | 1.4 | · | 1.5 | 1.6 | 1.5 | · | 1.6 | · | · |
التقييم (آخر 12 شهرًا) 4
| المقياس | اتجاه | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.32B | $3.17B | · | $3.16B | $3.13B | $3.13B | · | $3.30B | $3.57B | $3.78B | · | $4.02B | $4.01B | · | |
| Net Income TTM | $-402M | $-365M | · | $-202M | $425M | $434M | · | $425M | $427M | $411M | · | $429M | $402M | · | |
| P/E | -22.1 | -17.7 | · | -30.7 | 18.4 | 19.1 | · | 18.1 | 15.5 | 21.2 | · | 16.2 | 20.0 | · | |
| Earnings Yield | -4.5% | -5.7% | · | -3.3% | 5.4% | 5.2% | · | 5.5% | 6.4% | 4.7% | · | 6.2% | 5.0% | · |
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
قائمة الدخل
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| الإيرادات | $3.20B | $3.15B | — | — | — |
| هامش الربح الإجمالي % | 39.1% | 37.9% | — | — | — |
| هامش الربح التشغيلي % | 18.0% | 16.9% | — | — | — |
| صافي الدخل | $-278M | $428M | — | — | — |
| EPS المخفف | $-5.32 | $7.90 | — | — | — |
الميزانية العمومية
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | 0.8 | 0.7 | — | — | — |
| النسبة الحالية | 2.6 | 2.8 | — | — | — |
| النسبة السريعة | 0.7 | 1.6 | — | — | — |
التدفق النقدي
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $559M | $638M | — | — | — |
آخر الأخبار أحدث العناوين التي تذكر هذه الشركة
- إليك لماذا ارتفع سهم Middleby اليوم، ولماذا يجب على المستثمرين الانتباه
- تتوقع شركة ميديبللي مبيعات قوية للربع الأول وترفع توقعاتها لعام 2026
- میدلبای بریتنی کروین را مدیر مالی خود منصوب کرد
- إعادة هيكلة MIDD بقيمة 3.3 مليار دولار: شركة أكثر نحافة تسعى لرفع سعر السهم
- MIDD مقابل REZI: أي سهم معدات صناعية هو الشراء الأفضل؟
مقاييسي قائمة المراقبة الشخصية الخاصة بك — صفوف مختارة من الأساسيات الكاملة
اختر المقاييس التي تهمك — انقر فوق علامة ➕ بجوار أي صف في الأساسيات الكاملة أعلاه.
يتم حفظ اختيارك ويتبعك عبر جميع الأسهم.
الملاك المؤسسيون (13F) 479 مقدمي إقرار · $4.3B إجمالي · حتى تاريخ 30 يونيو، 2026
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
| مراكز جديدة | المراكز الخارجة | زيادة | انخفض | صافي التغير في الأسهم |
|---|---|---|---|---|
| 92 (+21 مقابل الربع السابق) | 45 (-7 مقابل الربع السابق) | 109 (-29 مقابل الربع السابق) | 164 (+38 مقابل الربع السابق) | +9.8M |
مقارنة بـ Q1 2026. المواعيد النهائية لتقديم إقرارات نموذج 13F لهيئة الأوراق المالية والبورصات (SEC) هي في غضون 45 يومًا من نهاية الربع بالإضافة إلى فترة سماح قصيرة للمقدمين المتأخرين — يتم تخطي الأرباع التي لا تزال ضمن هذه النافذة لصالح أحدث زوج تم الإبلاغ عنه بالكامل.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| Garden Investment Management, L.P. | $581348561 | 3379737 | 13,59% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $320000180 | 1860358 | 7,48% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $304553338 | 1770556 | 7,12% | الأسهم |
| STATE STREET CORP | $229321324 | 1333186 | 5,36% | الأسهم |
| EARNEST PARTNERS LLC | $218862944 | 1272385 | 5,12% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $207228015 | 1204745 | 4,85% | الأسهم |
| FMR LLC | $187606663 | 1090673 | 4,39% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $169017425 | 982413 | 3,95% | الأسهم |
| COOKE & BIELER LP | $108709632 | 631996 | 2,54% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $102630455 | 596654 | 2,40% | الأسهم |
| TURTLE CREEK ASSET MANAGEMENT INC. | $101085218 | 730564 | 2,36% | الأسهم |
| Select Equity Group, L.P. | $97808498 | 568621 | 2,29% | الأسهم |
| Quantinno Capital Management LP | $96845684 | 563023 | 2,26% | الأسهم |
| GOLDMAN SACHS GROUP INC | $84435753 | 490877 | 1,97% | الأسهم |
| WELLINGTON MANAGEMENT GROUP LLP | $75088385 | 436535 | 1,76% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $72359447 | 420670 | 1,69% | الأسهم |
| D. E. Shaw & Co., Inc. | $70868292 | 412001 | 1,66% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53944744 | 313614 | 1,26% | الأسهم |
| Brandywine Global Investment Management, LLC | $50241391 | 337939 | 1,17% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $45208700 | 262826 | 1,06% | الأسهم |
| Clarkston Capital Partners, LLC | $41944811 | 243851 | 0,98% | الأسهم |
| VANGUARD GROUP INC | $41854768 | 281528 | 0,98% | الأسهم |
| Boston Partners | $39399920 | 229056 | 0,92% | الأسهم |
| NEUBERGER BERMAN GROUP LLC | $36511015 | 212261 | 0,85% | الأسهم |
| AMERIPRISE FINANCIAL INC | $35294903 | 205191 | 0,83% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $33597165 | 195321 | 0,79% | الأسهم |
| JONES FINANCIAL COMPANIES LLLP | $31616877 | 182377 | 0,74% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $30470883 | 177146 | 0,71% | الأسهم |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28015269 | 162870 | 0,66% | الأسهم |
| Ancora Advisors LLC | $26796578 | 155785 | 0,63% | الأسهم |
| Medina Value Partners, LLC | $24077272 | 139976 | 0,56% | الأسهم |
| LAZARD ASSET MANAGEMENT LLC | $23856239 | 138691 | 0,56% | الأسهم |
| NORGES BANK | $23780727 | 138252 | 0,56% | الأسهم |
| CITADEL ADVISORS LLC | $21740688 | 126392 | 0,51% | الأسهم |
| SOROS FUND MANAGEMENT LLC | $21329240 | 124000 | 0,50% | الأسهم |
| RHUMBLINE ADVISERS | $19731909 | 114714 | 0,46% | الأسهم |
| Gotham Asset Management, LLC | $18871217 | 109710 | 0,44% | الأسهم |
| Impax Asset Management Group plc | $17694497 | 102869 | 0,41% | الأسهم |
| MARSHALL WACE, LLP | $16596041 | 96483 | 0,39% | الأسهم |
| California Public Employees Retirement System | $16523969 | 96064 | 0,39% | الأسهم |
| CAPITAL FUND MANAGEMENT S.A. | $15734786 | 91476 | 0,37% | الأسهم |
| Holocene Advisors, LP | $15372534 | 89370 | 0,36% | الأسهم |
| Corient Private Wealth LP | $14994286 | 87171 | 0,35% | الأسهم |
| Swiss National Bank | $14483242 | 84200 | 0,34% | الأسهم |
| Qube Research & Technologies Ltd | $12599044 | 73246 | 0,29% | الأسهم |
| Retirement Systems of Alabama | $11830160 | 68776 | 0,28% | الأسهم |
| Leith Wheeler Investment Counsel Ltd. | $11026700 | 64105 | 0,26% | الأسهم |
| Edgestream Partners, L.P. | $10889953 | 63310 | 0,25% | الأسهم |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $10410182 | 78520 | 0,24% | الأسهم |
| JUPITER ASSET MANAGEMENT LTD | $10074626 | 58570 | 0,24% | الأسهم |
| Verition Fund Management LLC | $9548103 | 55509 | 0,22% | الأسهم |
| BlackRock, Inc. | $9323114 | 54201 | 0,22% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $9247251 | 53760 | 0,22% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9047726 | 52600 | 0,21% | عقد خيار البيع |
| BARCLAYS PLC | $8886553 | 51663 | 0,21% | الأسهم |
| GABELLI FUNDS LLC | $8600500 | 50000 | 0,20% | الأسهم |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7408173 | 55877 | 0,17% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7312661 | 42513 | 0,17% | الأسهم |
| Bares Capital Management, Inc. | $7261301 | 54625 | 0,17% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $7177805 | 41729 | 0,17% | الأسهم |
| FIRST TRUST ADVISORS LP | $7107975 | 41325 | 0,17% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $6889387 | 51964 | 0,16% | الأسهم |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6632018 | 38556 | 0,16% | الأسهم |
| Freestone Grove Partners LP | $6503526 | 37809 | 0,15% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $6443322 | 37459 | 0,15% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $6441775 | 37450 | 0,15% | الأسهم |
| UBS Group AG | $6276645 | 36490 | 0,15% | الأسهم |
| ROYAL BANK OF CANADA | $6081000 | 35355 | 0,14% | الأسهم |
| Pacific Capital Partners Ltd | $5968919 | 34701 | 0,14% | الأسهم |
| HEARTLAND ADVISORS INC | $5607354 | 32599 | 0,13% | الأسهم |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5503288 | 31994 | 0,13% | الأسهم |
| FRANKLIN RESOURCES INC | $5374968 | 31248 | 0,13% | الأسهم |
| PNC Financial Services Group, Inc. | $4911574 | 28554 | 0,11% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $4550181 | 26453 | 0,11% | الأسهم |
| Mayar Capital Ltd. | $4506662 | 26200 | 0,11% | الأسهم |
| Trexquant Investment LP | $4430806 | 25759 | 0,10% | الأسهم |
| Legal & General Group Plc | $4228006 | 24580 | 0,10% | الأسهم |
| Bridgewater Associates, LP | $4164534 | 24211 | 0,10% | الأسهم |
| NATIXIS | $4133916 | 24033 | 0,10% | الأسهم |
| FIFTH THIRD BANCORP | $4056074 | 23581 | 0,09% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4007833 | 23300 | 0,09% | عقد خيار الشراء |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3576213 | 26974 | 0,08% | الأسهم |
| XTX Topco Ltd | $3549942 | 20638 | 0,08% | الأسهم |
| MetLife Investment Management, LLC | $3449833 | 20056 | 0,08% | الأسهم |
| Focus Partners Wealth | $3441176 | 20004 | 0,08% | الأسهم |
| Police & Firemen's Retirement System of New Jersey | $3428675 | 19933 | 0,08% | الأسهم |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $3404989 | 22903 | 0,08% | الأسهم |
| PALISADE CAPITAL MANAGEMENT, LP | $3297604 | 19171 | 0,08% | الأسهم |
| EASTERLY INVESTMENT PARTNERS LLC | $3194226 | 18570 | 0,07% | الأسهم |
| State of Tennessee, Department of Treasury | $3134711 | 18224 | 0,07% | الأسهم |
| CITADEL ADVISORS LLC | $3130582 | 18200 | 0,07% | عقد خيار الشراء |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3126282 | 18175 | 0,07% | الأسهم |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2932254 | 17047 | 0,07% | الأسهم |
| Broyhill Asset Management, LLC | $2912473 | 16932 | 0,07% | الأسهم |
| GHP Investment Advisors, Inc. | $2839599 | 21418 | 0,07% | الأسهم |
| Vanguard Global Advisers, LLC | $2797915 | 16266 | 0,07% | الأسهم |
| Nuveen Asset Management, LLC | $2759658 | 20374 | 0,06% | الأسهم |
| JANUS HENDERSON GROUP PLC | $2725228 | 20560 | 0,06% | الأسهم |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2659275 | 15460 | 0,06% | الأسهم |
| Squarepoint Ops LLC | $2643450 | 15368 | 0,06% | الأسهم |
المطلعون على الشركة 35 من المطلعين · مسؤولون 8 · مديرون 16
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| Selim A Bassoul | CEO, Chairman, President | 13 مارس، 2017 F | 548552 | 0 | 0 | $0 |
| Bryan E. Mittelman | Chief Financial Officer | 15 مايو، 2022 A | 22582 | 0 | 0 | $0 |
| Nazih Ibrahim | Division President | 8 مارس، 2007 A | 5750 | 0 | 0 | $0 |
| David Brewer | Executive VP and COO | 28 ديسمبر، 2020 F | 74847 | 0 | 0 | $0 |
| Iii James K Pool | Chief Technology and* | 15 مايو، 2022 A | 29688 | 0 | 0 | $0 |
| Steve Spittle | Chief Commercial Officer | 15 مايو، 2022 A | 23871 | 0 | 0 | $0 |
| Mark A Sieron | Vice President | 6 يونيو، 2007 S | 40100 | 0 | 0 | $0 |
| David Brian Baker | Chief Administrative Officer | 2 يونيو، 2004 S | 19333 | 0 | 0 | $0 |
| Edward P. Garden | مدير | 6 مارس، 2026 A | 2269 | 7 | 0 | $14996482 |
| Glenn A Eisenberg | مدير | 6 مارس، 2026 A | 1161 | 0 | 0 | $0 |
| Gordon Obrien | مدير | 6 مارس، 2026 A | 17515 | 0 | 0 | $0 |
| Cathy L Mccarthy | مدير | 6 مارس، 2026 A | 10880 | 0 | 0 | $0 |
| John R Miller III | مدير | 22 مايو، 2023 S | 11791 | 0 | 0 | $0 |
| Robert A Nerbonne | مدير | 13 مايو، 2022 P | 17276 | 0 | 0 | $0 |
| Nassem Ziyad | مدير | 2 مارس، 2022 A | 8810 | 0 | 0 | $0 |
| Chapin Sarah Palisi | مدير | 2 مارس، 2022 A | 7710 | 0 | 0 | $0 |
| Robert B Lamb | مدير | 16 مايو، 2018 A | 14879 | 0 | 0 | $0 |
| Philip G Putnam | مدير | 12 ديسمبر، 2016 S | 11600 | 0 | 0 | $0 |
| Sabin C Streeter | مدير | 16 مارس، 2015 A | 34900 | 0 | 0 | $0 |
| Ryan Levenson | مدير | 15 مارس، 2012 S | 2270 | 0 | 0 | $0 |
| Robert L Yohe | مدير | 7 مارس، 2008 G | 35000 | 0 | 0 | $0 |
| Robert R Henry | مدير | 8 ديسمبر، 2004 M | 99000 | 0 | 0 | $0 |
| David P Riley | مدير | 24 فبراير، 2004 S | 0 | 0 | 0 | $0 |
| William F. Whitman Jr. Irrevocable Trust dtd Nov. 29, 2003 | مالك 10% | 23 ديسمبر، 2004 S | 0 | 0 | 0 | $0 |
| Thomas Danziger | مالك 10% | 23 ديسمبر، 2004 S | 0 | 0 | 0 | $0 |
| WHITMAN WILLIAM JR DECLARATION OF TRUST | مالك 10% | 25 فبراير، 2004 J | 0 | 0 | 0 | $0 |
| Timothy John Fitzgerald | — | 13 مارس، 2026 F | 346378 | 0 | 0 | $0 |
| Christopher M Hix | — | 6 مارس، 2026 A | 1161 | 0 | 0 | $0 |
| Martin M Lindsay | — | 1 مارس، 2023 F | 86823 | 0 | 0 | $0 |
| Phil Dolori DR | — | 8 مايو، 2007 S | 0 | 0 | 0 | $0 |
| Barbara K Whitman | — | 20 يوليو، 2005 S | 100000 | 0 | 0 | $0 |
| William F Whitman III | — | 20 يوليو، 2005 S | 0 | 0 | 0 | $0 |
| Laura B Whitman | — | 20 يوليو، 2005 S | 0 | 0 | 0 | $0 |
| WHITMAN WILLIAM F JR | — | 20 يوليو، 2005 S | 0 | 0 | 0 | $0 |
| Don A Lummus | — | 31 ديسمبر، 2003 S | 73278 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
الناشطون والمالكون بنسبة 5%+ 15 حيازة
المستثمرون الذين قدموا الجدول الزمني 13D لدى هيئة الأوراق المالية والبورصات — ملكية مستفيدة تزيد عن 5% مع نية التأثير على المُصدر (حصص الناشطين، حملات مجلس الإدارة، الاندماج والاستحواذ). يعرض كل صف أحدث حالة معروفة لمركز مقدم الطلب هذا.
| مقدم | مقدم | حصة | الحالة | الغرض | إيداع |
|---|---|---|---|---|---|
| GI SPV I L.P., GI SPV I GP LLC, Garden Investment Management, L.P., Garden Investment Management GP, LLC, Edward P. Garden ×2 إيداعات | 6 يناير، 2026 | 6,71% | تعديل | — | SEC |
| The Middleby Corporation (2) | 22 أغسطس، 2008 | — | إيداع أولي | اندماج واستحواذ / بيع | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 27 مايو، 2005 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه | 14 يناير، 2005 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 13 يناير، 2005 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 13 يناير، 2005 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه | 13 يناير، 2005 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 3 يناير، 2005 | — | إيداع أولي | استثمار سلبي | SEC |
| WHITMAN IRREVOCABLE TRUST (f/k/a William F. Whitman, Jr. Declaration of Trust), THOMAS C. DANZIGER | 20 ديسمبر، 2004 | — | إيداع أولي | — | SEC |
| WILLIAM F. WHITMAN, JR., BARBARA K. WHITMAN, BARBARA K. WHITMAN, TRUSTEE UNDER TRUST AGREEMENTS DATED DECEMBER 21, 2003 FOR THE BENEFIT OF LAURA B. WHITMAN, WILLIAM F. WHITMAN III AND BARBARA K. WHITMAN, WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN AS TRUSTEE UNDER WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN CHARITABLE REMAINDER TRUST AGREEMENT DATED AUGUST 3, 2004 ×4 إيداعات | 20 ديسمبر، 2004 | — | إيداع أولي | — | SEC |
| WILLIAM F. WHITMAN, JR. DECLARATION OF TRUST, THOMAS C. DANZIGER ×2 إيداعات | 9 مارس، 2004 | — | إيداع أولي | — | SEC |
| Robert R. Henry | 8 يناير، 2004 | — | إيداع أولي | استثمار سلبي | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 12 سبتمبر، 2003 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 11 يونيو، 2003 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 31 يناير، 2003 | — | إيداع أولي | استثمار سلبي | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 90 صناديق مؤشرات متداولة
الوزن يعكس فقط ممتلكات الأسهم المباشرة (N-PORT)؛ قد تحتفظ الصناديق المضاعفة أو القائمة على المشتقات بتعرض إضافي للمقايضة غير معروض.
| صندوق | الوزن | الوحدات | حتى تاريخ | المصدر |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 2,19% | 2158 NS | 30 إبريل، 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,52% | 503 NS | 30 إبريل، 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1,41% | 501 NS | 30 إبريل، 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,76% | 319354 SH | 8 أغسطس، 2026 | يومي |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,68% | 33812 NS | 30 إبريل، 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,41% | 35717 SH | 8 أغسطس، 2026 | يومي |
| TMFX · RBB Fund, Inc. | 0,37% | 769 NS | 31 مايو، 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,32% | 3374 NS | 31 مايو، 2026 | N-PORT |
| IJJ · iShares Trust | 0,31% | 211585 SH | 8 أغسطس، 2026 | يومي |
| IQSM · New York Life Investments ETF Trust | 0,29% | 6501 NS | 30 إبريل، 2026 | N-PORT |
| MADE · iShares Trust | 0,24% | 1144 SH | 8 أغسطس، 2026 | يومي |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 67134 SH | 8 أغسطس، 2026 | يومي |
| PTMC · Pacer Funds Trust | 0,19% | 5328 NS | 30 إبريل، 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,19% | 6212 SH | 8 أغسطس، 2026 | يومي |
| BKMC · BNY Mellon ETF Trust | 0,19% | 8186 NS | 30 إبريل، 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,18% | 2008 NS | 30 إبريل، 2026 | N-PORT |
| XJH · iShares Trust | 0,17% | 5629 SH | 8 أغسطس، 2026 | يومي |
| PKW · Invesco Exchange-Traded Fund Trust | 0,17% | 22960 SH | 8 أغسطس، 2026 | يومي |
| MVV · ProShares Trust | 0,16% | 1600 NS | 31 مايو، 2026 | N-PORT |
| IJH · iShares Trust | 0,15% | 1434255 SH | 8 أغسطس، 2026 | يومي |
| VBR · VANGUARD INDEX FUNDS | 0,15% | 592485 SH | 8 أغسطس، 2026 | يومي |
| DFAS · Dimensional ETF Trust | 0,15% | 145670 NS | 30 إبريل، 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 20391 NS | 30 إبريل، 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,13% | 125319 NS | 31 مايو، 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 22379 NS | 30 إبريل، 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 767 NS | 30 إبريل، 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,13% | 1147 NS | 30 إبريل، 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,13% | 12611 SH | 8 أغسطس، 2026 | يومي |
| ISCV · iShares Trust | 0,11% | 6021 SH | 8 أغسطس، 2026 | يومي |
| UMDD · ProShares Trust | 0,11% | 224 NS | 31 مايو، 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,10% | 50892 SH | 8 أغسطس، 2026 | يومي |
| ISCB · iShares Trust | 0,10% | 2089 SH | 8 أغسطس، 2026 | يومي |
| FIDU · FIDELITY COVINGTON TRUST | 0,10% | 14207 NS | 30 إبريل، 2026 | N-PORT |
| ISCG · iShares Trust | 0,08% | 6102 SH | 8 أغسطس، 2026 | يومي |
| DFAT · Dimensional ETF Trust | 0,08% | 78144 NS | 30 إبريل، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 476810 SH | 8 أغسطس، 2026 | يومي |
| VB · VANGUARD INDEX FUNDS | 0,08% | 933301 SH | 8 أغسطس، 2026 | يومي |
| REVS · Columbia ETF Trust I | 0,08% | 1589 NS | 30 إبريل، 2026 | N-PORT |
| SMMD · iShares Trust | 0,08% | 21830 SH | 8 أغسطس، 2026 | يومي |
| SMLF · iShares Trust | 0,07% | 22328 SH | 8 أغسطس، 2026 | يومي |
| TILT · FlexShares Trust | 0,07% | 9856 NS | 30 إبريل، 2026 | N-PORT |
| IYJ · iShares Trust | 0,07% | 9801 SH | 8 أغسطس، 2026 | يومي |
| DFSV · Dimensional ETF Trust | 0,07% | 35528 NS | 30 إبريل، 2026 | N-PORT |
| IWS · iShares Trust | 0,06% | 65131 SH | 8 أغسطس، 2026 | يومي |
| ESML · iShares Trust | 0,05% | 11266 SH | 8 أغسطس، 2026 | يومي |
| WSML · iShares Trust | 0,05% | 2564 SH | 8 أغسطس، 2026 | يومي |
| DEUS · DBX ETF Trust | 0,05% | 818 NS | 29 مايو، 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 1305 NS | 30 إبريل، 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,05% | 992 NS | 31 مايو، 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 176781 SH | 8 أغسطس، 2026 | يومي |