SAH Sonic Automotive, Inc. Common Stock
حول Sonic Automotive, Inc. Common Stock نظرة عامة على الشركة من ويكيبيديا
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
اقرأ المزيد
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.
History
Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.
Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.
EchoPark Automotive
Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.
The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.
EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.
Sales and acquisitions
In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.
In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.
In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the companies portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.
Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.
Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.
In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.
Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were re-branded under Sonic's EchoPark brand.
In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.
In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.
Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.
In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.
Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.
In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
SAH 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
SAH 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 |
|---|---|
| 15 يونيو، 2026 | $0,4100 |
| 13 مارس، 2026 | $0,3800 |
| 15 ديسمبر، 2025 | $0,3800 |
| 15 سبتمبر، 2025 | $0,3800 |
| 13 يونيو، 2025 | $0,3500 |
| 14 مارس، 2025 | $0,3500 |
| 13 ديسمبر، 2024 | $0,3500 |
| 13 سبتمبر، 2024 | $0,3000 |
| 14 يونيو، 2024 | $0,3000 |
| 14 مارس، 2024 | $0,3000 |
| 14 ديسمبر، 2023 | $0,3000 |
| 14 سبتمبر، 2023 | $0,2900 |
| 14 يونيو، 2023 | $0,2900 |
| 14 مارس، 2023 | $0,2800 |
| 14 ديسمبر، 2022 | $0,2800 |
| 14 سبتمبر، 2022 | $0,2500 |
| 14 يونيو، 2022 | $0,2500 |
| 14 مارس، 2022 | $0,2500 |
| 14 ديسمبر، 2021 | $0,1200 |
| 14 سبتمبر، 2021 | $0,1200 |
SAH توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 4 23,5%
- شراء 5 29,4%
- احتفاظ 7 41,2%
- بيع 1 5,9%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
11 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 | $1.82 | $1.76 | 0.06% |
| 31 مارس، 2026 | $1.61 | $1.41 | 0.21% |
| 31 ديسمبر، 2025 | $1.52 | $1.51 | 0.01% |
| 30 سبتمبر، 2025 | $1.41 | $1.74 | -0.33% |
| 30 يونيو، 2025 | $2.19 | $1.64 | 0.55% |
| 31 مارس، 2025 | $1.48 | $1.46 | 0.02% |
| 30 يونيو، 2000 | $0.58 | $0.48 | 0.10% |
| 31 مارس، 2000 | $0.39 | $0.33 | 0.06% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| SAH | — | 18.1 | 6.5% | 0.78% | 11.3% | 15.7% |
| AN | $7.27B | 12.1 | 3.2% | 2.4% | 27.0% | 17.9% |
| VVV | $4.56B | 21.9 | 5.6% | 12.3% | 71.8% | 38.5% |
| ABG | — | 9.3 | 4.7% | 2.7% | 12.8% | 17.1% |
| AAP | $2.33B | 53.3 | -5.4% | 0.51% | 2.0% | 43.4% |
| GPI | $9.81B | 15.6 | 13.2% | 1.4% | 11.0% | 16.1% |
| APC | — | — | — | — | — | — |
| CWH | — | 1.7 | 4.4% | -1.4% | -32.4% | — |
| ARKO | $503M | 30.3 | -12.5% | 0.30% | 8.4% | — |
| EVGO | — | — | — | — | — | — |
| MNRO | $621M | 515.7 | -3.2% | 0.19% | 0.36% | 35.0% |
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 | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Cost of Revenue | $12.77B | $12.03B | $12.13B | $11.68B | $10.48B | $8.34B | $8.93B | $8.51B | $8.41B | $8.30B | $8.21B | $7.83B | |
| Gross Profit | $2.38B | $2.19B | $2.25B | $2.32B | $1.91B | $1.42B | $1.52B | $1.45B | $1.46B | $1.43B | $1.41B | $1.37B | |
| SG&A Expense | $1.68B | $1.58B | $1.60B | $1.56B | $1.27B | $1.03B | $1.10B | $1.15B | $1.15B | $1.11B | $1.11B | $1.07B | |
| Operating Income | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | $500.0K | $600.0K | $1M | $1M | $2M | |
| Other Non-op | $100.0K | $-500.0K | $100.0K | $200.0K | $-16M | $100.0K | $-7M | $106.0K | $-15M | $125.0K | $99.0K | $97.0K | |
| Pretax Income | $173M | $256M | $242M | $190M | $458M | $-35M | $200M | $75M | $108M | $155M | $145M | $162M | |
| Income Tax | $-54M | $40M | $64M | $102M | $109M | $16M | $55M | $23M | $14M | $61M | $57M | $63M | |
| Net Income | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| EPS (Basic) | $3.49 | $6.34 | $5.09 | $2.29 | $8.43 | $-1.21 | $3.35 | $1.21 | $2.11 | $2.04 | $1.71 | $1.86 | |
| EPS (Diluted) | $3.42 | $6.18 | $4.97 | $2.23 | $8.06 | $-1.21 | $3.30 | $1.20 | $2.09 | $2.03 | $1.70 | $1.84 | |
| Shares (Basic) | 34,000,000 | 34,100,000 | 35,000,000 | 38,700,000 | 41,400,000 | 42,500,000 | 43,016,000 | 42,708,000 | 43,997,000 | 45,637,000 | 50,489,000 | 52,065,000 | |
| Shares (Diluted) | 34,700,000 | 35,000,000 | 35,900,000 | 39,700,000 | 43,300,000 | 42,500,000 | 43,710,000 | 42,950,000 | 44,358,000 | 45,948,000 | 50,883,000 | 52,563,000 | |
| EBITDA | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M |
الميزانية العمومية 24
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $44M | $29M | $229M | $299M | $170M | $29M | $6M | $6M | $3M | $4M | $4M | |
| Receivables | $469M | $496M | $528M | $462M | $401M | $372M | $433M | $438M | $482M | $430M | $379M | $372M | |
| Inventory | $2.01B | $1.96B | $1.58B | $1.22B | $1.26B | $1.25B | $1.52B | $1.53B | $1.51B | $1.57B | $1.60B | $1.31B | |
| Other Current Assets | $344M | $388M | $385M | $298M | $122M | $93M | $38M | $21M | $19M | $27M | $101M | $81M | |
| Current Assets | $2.83B | $2.89B | $2.52B | $2.21B | $2.08B | $1.88B | $2.02B | $1.99B | $2.02B | $2.03B | $2.08B | $1.77B | |
| PP&E (Net) | $1.56B | $1.61B | $1.60B | $1.56B | $1.46B | $1.12B | $1.10B | $1.18B | $1.15B | $1.01B | $887M | $799M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.76B | $1.68B | $1.46B | $1.27B | $1.12B | |
| Accum. Depreciation | $1.09B | $1.00B | $928M | $843M | $746M | $673M | $617M | $576M | $527M | $450M | $380M | $317M | |
| Goodwill | $422M | $358M | $254M | $231M | $416M | $214M | $476M | $510M | $526M | $472M | $471M | $476M | |
| Intangibles | $454M | $430M | $417M | $397M | $480M | $64M | $64M | $70M | $75M | $80M | $81M | $84M | |
| Other Non-current Assets | $92M | $73M | $113M | $98M | $62M | $74M | $44M | $46M | $51M | $45M | $40M | $40M | |
| Total Assets | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B | |
| Accounts Payable | $151M | $172M | $150M | $138M | $133M | $105M | $135M | $114M | $130M | $118M | $131M | $132M | |
| Current Liabilities | $2.60B | $2.64B | $2.29B | $1.85B | $1.89B | $1.83B | $2.07B | $1.95B | $1.95B | $1.94B | $1.91B | $1.65B | |
| Capital Leases | $268M | $220M | $219M | $231M | $265M | $297M | $304M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | $345.0K | $9M | $33M | $52M | $76M | $73M | $58M | |
| Other Non-current Liabilities | $114M | $120M | $90M | $106M | $96M | $89M | $74M | $76M | $62M | $61M | $64M | $69M | |
| Long-term Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $759M | |
| Total Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $773M | |
| Retained Earnings | $1.48B | $1.41B | $1.24B | $1.10B | $1.05B | $722M | $790M | $671M | $625M | $541M | $457M | $376M | |
| Treasury Stock | $1.32B | $1.24B | $1.20B | $1.03B | $765M | $672M | $600M | $598M | $574M | $536M | $436M | $402M | |
| AOCI | $-700.0K | $4M | $2M | $2M | $-1M | $-4M | $-2M | $4M | $1M | $-2M | $-6M | $-6M | |
| Stockholders' Equity | $1.07B | $1.06B | $892M | $895M | $1.08B | $815M | $945M | $823M | $787M | $725M | $729M | $667M | |
| Liabilities + Equity | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B |
التدفق النقدي 17
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $163M | $150M | $142M | $128M | $101M | $91M | $93M | $94M | $89M | $77M | $69M | $58M | |
| Stock-based Comp | $23M | $24M | $23M | $20M | $15M | $12M | $11M | $12M | $11M | $11M | $10M | $8M | |
| Deferred Tax | $-26M | $-29M | $-19M | $-13M | $12M | $-34M | $-21M | $-21M | $-28M | $14M | $16M | $28M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $600.0K | $600.0K | $600.0K | $600.0K | $1M | |
| Operating Cash Flow | $567M | $109M | $-16M | $406M | $306M | $281M | $171M | $144M | $163M | $216M | $70M | $161M | |
| CapEx | $-150M | $-187M | $-204M | $-227M | $-298M | $127M | $126M | $164M | $234M | $206M | $173M | $146M | |
| Investing Cash Flow | $-499M | $-178M | $-219M | $-300M | $-1.30B | $-100M | $137M | $-15M | $-272M | $-221M | $-164M | $-108M | |
| Debt Issued | $149M | $78M | $0 | $327M | $1.17B | $58M | $109M | $21M | $302M | $103M | $69M | $44M | |
| Net Debt Issued | $276M | $243M | $80M | $194M | $1.11B | $13M | $69M | $-24M | $266M | $72M | $50M | $-19M | |
| Stock Repurchased | $-82M | $-34M | $-178M | $-262M | $-93M | $72M | $2M | $24M | $37M | $100M | $34M | $53M | |
| Net Stock Activity | $82M | $34M | $178M | $-262M | $-93M | $-72M | $-2M | $-24M | $-37M | $-100M | $-34M | $-53M | |
| Dividends Paid | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M | |
| Financing Cash Flow | $-106M | $84M | $34M | $-177M | $1.12B | $-40M | $-284M | $-129M | $112M | $4M | $94M | $-52M | |
| Net Change in Cash | $-38M | $15M | $-200M | $-70M | $129M | $141M | $23M | $-498.0K | $3M | $-517.0K | $-557.0K | $1M | |
| Taxes Paid | $101M | $36M | $86M | $126M | $99M | $57M | $73M | $35M | $43M | $28M | $38M | $51M | |
| Free Cash Flow | $717M | $296M | $188M | $179M | $8M | $154M | $45M | $-20M | $-71M | $10M | $-104M | $14M | |
| Levered FCF | · | · | · | · | · | · | · | $-20M | $-72M | $10M | $-105M | $13M |
الربحية 8
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | 15.4% | 15.6% | 16.6% | 15.4% | 14.6% | · | 14.5% | 14.8% | 14.7% | 14.7% | 14.8% | |
| Operating Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| Net Margin | 0.78% | 1.5% | 1.2% | 0.63% | 2.8% | -0.53% | · | 0.52% | 0.94% | 0.96% | 0.90% | 1.1% | |
| Pretax Margin | 1.1% | 1.8% | 1.7% | 1.4% | 3.7% | -0.36% | · | 0.76% | 1.1% | 1.6% | 1.5% | 1.8% | |
| EBITDA Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| ROA | 2.0% | 3.8% | 3.5% | 1.8% | 8.0% | -1.3% | 3.7% | 1.4% | 2.5% | 2.6% | 2.6% | 3.1% | |
| ROE | 11.3% | 20.8% | 20.4% | 8.8% | 33.5% | -6.5% | 15.6% | 6.3% | 12.3% | 12.8% | 12.4% | 15.2% | |
| ROIC | 18.0% | 14.7% | 12.2% | 5.5% | 15.5% | 3.2% | 13.5% | 7.0% | 10.2% | 8.8% | 8.5% | 9.9% |
السيولة والملاءة 5
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | 1.1 | 1.2 | 1.1 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.1 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Debt / Equity | 1.5 | 1.5 | 1.9 | 2.0 | 1.5 | 0.9 | 0.7 | 1.1 | 1.3 | 1.2 | 1.1 | 1.2 | |
| LT Debt / Equity | 1.5 | 1.4 | 1.8 | 1.9 | 1.4 | 0.8 | 0.7 | 1.1 | 1.2 | 1.2 | 1.1 | 1.1 | |
| Interest Coverage | · | · | · | · | · | · | · | 355.3 | 352.6 | 232.9 | 155.2 | 116.8 |
الكفاءة 3
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.5 | 2.8 | 2.8 | 2.8 | 2.5 | · | 2.6 | 2.6 | 2.7 | 2.9 | 3.0 | |
| Inventory Turnover | 6.4 | 6.8 | 8.7 | 9.4 | 8.4 | 6.0 | 5.9 | 5.6 | 5.5 | 5.2 | 5.6 | 6.0 | |
| Receivables Turnover | 31.4 | 27.8 | 29.0 | 32.4 | 32.1 | 24.3 | · | 21.5 | 21.6 | 24.1 | 25.6 | 25.3 |
معدلات النمو 7
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | -1.0% | 2.6% | 12.9% | 26.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.7% | 4.7% | 13.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -44.7% | 24.3% | 122.9% | -72.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.3% | -8.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -45.1% | 21.2% | 101.4% | -74.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | -14.8% | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 6
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Net Income TTM | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| P/E | 18.1 | 10.3 | 11.3 | 22.1 | 6.1 | -31.9 | 9.4 | 11.5 | 8.8 | 11.3 | 13.4 | 14.7 | |
| Earnings Yield | 5.5% | 9.8% | 8.8% | 4.5% | 16.3% | -3.1% | 10.7% | 8.7% | 11.3% | 8.9% | 7.5% | 6.8% | |
| Payout Ratio | -41.1% | -18.9% | -22.4% | 39.0% | 5.2% | -33.3% | 10.8% | 19.0% | 9.5% | 9.3% | 5.9% | 5.4% | |
| Annual Payout | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M |
قائمة الدخل 14
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.93B | · | $3.69B | $3.87B | $3.97B | $3.66B | $3.65B | $3.90B | $3.49B | $3.45B | $3.38B | $3.58B | $3.64B | $3.65B | $3.49B | $3.59B | |
| Cost of Revenue | $3.32B | · | $3.09B | $3.27B | $3.36B | $3.06B | $3.08B | $3.32B | $2.95B | $2.91B | $2.85B | $3.04B | $3.06B | $3.08B | $2.94B | $3.01B | |
| Gross Profit | $616M | · | $599M | $599M | $616M | $602M | $566M | $574M | $544M | $539M | $536M | $541M | $582M | $569M | $554M | $576M | |
| SG&A Expense | $445M | · | $427M | $434M | $452M | $413M | $380M | $400M | $392M | $393M | $392M | $386M | $410M | $392M | $413M | $366M | |
| Operating Income | $132M | · | $133M | $123M | $123M | $-23M | $145M | $134M | $114M | $108M | $107M | $102M | $137M | $78M | $106M | $-144M | |
| Other Non-op | $0 | · | $100.0K | $300.0K | $-100.0K | $-100.0K | $0 | $-100.0K | $0 | $-500.0K | $100.0K | $-400.0K | $200.0K | $100.0K | $200.0K | $100.0K | |
| Pretax Income | $80M | · | $85M | $73M | $71M | $-69M | $97M | $82M | $61M | $56M | $58M | $55M | $91M | $32M | $64M | $-182M | |
| Income Tax | $23M | · | $24M | $-82M | $24M | $-24M | $27M | $24M | $-13M | $14M | $16M | $16M | $23M | $9M | $16M | $8M | |
| Net Income | $57M | · | $61M | $47M | $47M | $-46M | $71M | $59M | $74M | $41M | $42M | $39M | $68M | $23M | $48M | $-191M | |
| EPS (Basic) | $1.82 | · | $1.81 | $1.37 | $1.37 | $-1.34 | $2.09 | $1.71 | $2.18 | $1.21 | $1.24 | $1.14 | $1.96 | $0.66 | $1.33 | $-4.80 | |
| EPS (Diluted) | $1.79 | · | $1.79 | $1.39 | $1.33 | $-1.34 | $2.04 | $1.67 | $2.13 | $1.18 | $1.20 | $1.11 | $1.92 | $0.65 | $1.29 | $-4.67 | |
| Shares (Basic) | 31,600,000 | · | 33,600,000 | -68,200,000 | 34,200,000 | 34,100,000 | 33,900,000 | -67,900,000 | 34,000,000 | 34,000,000 | 34,000,000 | -71,100,000 | 34,900,000 | 35,300,000 | 35,900,000 | -79,500,000 | |
| Shares (Diluted) | 32,100,000 | · | 34,000,000 | -69,100,000 | 35,100,000 | 34,100,000 | 34,600,000 | -69,700,000 | 34,900,000 | 34,900,000 | 34,900,000 | -72,600,000 | 35,600,000 | 36,000,000 | 36,900,000 | -81,800,000 | |
| EBITDA | $132M | · | · | · | $123M | $-23M | $145M | · | $152M | $145M | $143M | · | $173M | $114M | $141M | · |
الميزانية العمومية 22
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $19M | · | · | $6M | $89M | $110M | $65M | $44M | $18M | $67M | $15M | $29M | $35M | $120M | $160M | $229M | |
| Receivables | $426M | · | · | $469M | $446M | $398M | $515M | $496M | $437M | $441M | $421M | · | $432M | $401M | $375M | · | |
| Inventory | $2.32B | · | · | $2.01B | $2.06B | $2.12B | $1.88B | $1.96B | $1.92B | $1.95B | $1.70B | · | $1.43B | $1.45B | $1.46B | · | |
| Other Current Assets | $330M | · | · | $344M | $216M | $149M | $412M | $388M | $438M | $456M | $375M | · | $342M | $328M | $304M | · | |
| Current Assets | $3.10B | · | · | $2.83B | $2.81B | $2.78B | $2.87B | $2.89B | $2.81B | $2.92B | $2.51B | · | $2.24B | $2.30B | $2.30B | · | |
| PP&E (Net) | $1.67B | · | · | $1.56B | $1.59B | $1.62B | $1.62B | $1.61B | $1.60B | $1.59B | $1.60B | · | $1.60B | $1.56B | $1.59B | · | |
| Accum. Depreciation | $1.14B | · | · | $1.09B | $1.08B | $1.05B | $1.04B | $1.00B | $969M | $939M | $929M | · | $908M | $886M | $872M | · | |
| Goodwill | $432M | · | · | $422M | $623M | $574M | $358M | $358M | $347M | $254M | $254M | $254M | $244M | $242M | $244M | $231M | |
| Intangibles | $437M | · | · | $454M | $252M | $256M | $430M | $430M | $417M | $417M | $417M | · | $417M | $417M | $419M | · | |
| Other Non-current Assets | $141M | · | · | $92M | $139M | $123M | $74M | $73M | $80M | $122M | $113M | · | $101M | $100M | $99M | · | |
| Total Assets | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · | |
| Accounts Payable | $156M | · | · | $151M | $215M | $173M | $180M | $172M | $148M | $220M | $144M | · | $143M | $131M | $149M | · | |
| Current Liabilities | $3.06B | · | · | $2.60B | $2.76B | $2.71B | $2.63B | $2.64B | $2.54B | $2.65B | $2.30B | · | $2.01B | $2.00B | $2.06B | · | |
| Capital Leases | $251M | · | · | $268M | $274M | $239M | $216M | $220M | $201M | $196M | $204M | · | $176M | $189M | $210M | · | |
| Other Non-current Liabilities | $114M | · | · | $114M | $124M | $122M | $116M | $120M | $107M | $87M | $89M | · | $108M | $110M | $115M | · | |
| Long-term Debt | $1.76B | · | · | $1.62B | $1.49B | $1.52B | $1.57B | $1.59B | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Total Debt | $1.76B | · | · | · | $1.49B | $1.52B | $1.57B | · | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Retained Earnings | $1.57B | · | · | $1.48B | $1.45B | $1.41B | $1.47B | $1.41B | $1.37B | $1.30B | $1.27B | · | $1.21B | $1.15B | $1.14B | · | |
| Treasury Stock | $1.46B | · | · | $1.32B | $1.28B | $1.28B | $1.27B | $1.24B | $1.23B | $1.23B | $1.23B | · | $1.20B | $1.12B | $1.12B | · | |
| AOCI | $-300.0K | · | · | $-700.0K | $2M | $2M | $3M | $4M | $2M | $2M | $2M | · | $3M | $2M | $2M | · | |
| Stockholders' Equity | $1.03B | · | · | $1.07B | $1.07B | $1.03B | $1.09B | $1.06B | $1.01B | $945M | $904M | $892M | $858M | $877M | $855M | $895M | |
| Liabilities + Equity | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · |
التدفق النقدي 16
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $40M | · | $39M | $42M | $41M | $40M | $40M | $39M | $38M | $37M | $36M | $37M | $35M | $36M | $34M | $34M | |
| Stock-based Comp | $6M | · | $5M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $5M | $5M | $4M | |
| Deferred Tax | $-4M | · | $-4M | $33M | $-4M | $-52M | $-4M | $-18M | $-4M | $-4M | $-4M | $-8M | $-4M | $-3M | $-3M | $-2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-118M | · | |
| Operating Cash Flow | $-100M | · | $36M | $67M | $168M | $137M | $196M | $88M | $88M | $-136M | $70M | $-120M | $123M | $15M | $-34M | $-239M | |
| CapEx | $118M | · | $37M | $-262M | $34M | $34M | $45M | $-333M | $53M | $49M | $44M | $-357M | $78M | $38M | $37M | $-425M | |
| Investing Cash Flow | $-182M | · | $22M | $-5M | $-72M | $-386M | $-36M | $-91M | $-25M | $-22M | $-39M | $-47M | $-78M | $14M | $-108M | $-24M | |
| Debt Issued | $40M | · | $150M | $149M | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $327M | |
| Net Debt Issued | · | · | · | · | · | · | $-18M | · | · | · | $-22M | · | · | · | $-20M | · | |
| Stock Repurchased | $6M | · | $136M | $-126M | $0 | $9M | $35M | $-62M | $0 | $100.0K | $27M | $-355M | $87M | $0 | $91M | $-507M | |
| Net Stock Activity | · | · | · | · | · | · | $-35M | · | · | · | $-27M | · | · | · | $-91M | · | |
| Dividends Paid | $12M | · | $13M | $-85M | $12M | $12M | $12M | $-71M | $10M | $10M | $10M | $-70M | $10M | $10M | $10M | $-60M | |
| Financing Cash Flow | $296M | · | $-58M | $-145M | $-116M | $295M | $-140M | $30M | $-112M | $211M | $-44M | $162M | $-130M | $-70M | $72M | $353M | |
| Net Change in Cash | $14M | · | $-600.0K | $-83M | $-21M | $46M | $21M | $26M | $-50M | $52M | $-14M | $-6M | $-85M | $-40M | $-69M | $90M | |
| Taxes Paid | $52M | · | $0 | $11M | $81M | $7M | $700.0K | $-16M | $11M | $40M | $-200.0K | $13M | $27M | $47M | $-400.0K | $31M | |
| Free Cash Flow | · | · | · | · | · | · | $151M | · | · | · | $26M | · | · | · | $-71M | · |
الربحية 8
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | · | · | · | 15.5% | 16.5% | 15.5% | · | 15.6% | 15.6% | 15.8% | · | 16.0% | 15.6% | 15.8% | · | |
| Operating Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 3.2% | 3.1% | 3.1% | · | 3.8% | 2.1% | 3.0% | · | |
| Net Margin | 1.5% | · | · | · | 1.2% | -1.2% | 1.9% | · | 2.1% | 1.2% | 1.2% | · | 1.9% | 0.64% | 1.4% | · | |
| Pretax Margin | 2.0% | · | · | · | 1.8% | -1.9% | 2.7% | · | 1.7% | 1.6% | 1.7% | · | 2.5% | 0.89% | 1.8% | · | |
| EBITDA Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 4.3% | 4.2% | 4.2% | · | 4.7% | 3.1% | 4.0% | · | |
| ROA | 0.93% | · | · | · | 0.79% | -0.78% | 1.2% | · | 1.4% | 0.76% | 0.80% | · | 1.4% | 0.46% | 0.94% | · | |
| ROE | 5.6% | · | · | · | 4.5% | -4.6% | 7.1% | · | 7.9% | 4.5% | 4.8% | · | 7.0% | 2.3% | 4.8% | · | |
| ROIC | 3.4% | · | · | · | 3.1% | -0.60% | 4.0% | · | 5.1% | 3.0% | 3.0% | · | 4.1% | 2.2% | 3.1% | · |
السيولة والملاءة 4
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | · | · | · | 1.0 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | |
| Quick Ratio | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | |
| Debt / Equity | 1.7 | · | · | · | 1.4 | 1.5 | 1.4 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 1.9 | 2.0 | · | |
| LT Debt / Equity | 1.5 | · | · | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | 1.9 | 1.9 | · |
الكفاءة 3
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | · | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 1.5 | · | · | · | 1.7 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 2.3 | 2.3 | 2.2 | · | |
| Receivables Turnover | 9.6 | · | · | · | 9.0 | 8.7 | 7.8 | · | 8.0 | 8.2 | 8.5 | · | 9.2 | 9.8 | 9.6 | · |
التقييم (آخر 12 شهرًا) 5
| المقياس | اتجاه | Q2 2026 | Q4 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.25B | $14.97B | · | · | $14.77B | $14.25B | $13.98B | · | $13.97B | $14.13B | $14.17B | · | $14.24B | $14.10B | $13.90B | · | |
| Net Income TTM | $119M | $133M | · | · | $146M | $140M | $228M | · | $226M | $175M | $182M | · | $227M | $253M | $327M | · | |
| P/E | 23.8 | 20.6 | · | · | 18.3 | 19.9 | 8.7 | · | 9.1 | 11.0 | 11.3 | · | 7.8 | 7.3 | 6.6 | · | |
| Earnings Yield | 4.2% | 4.9% | · | · | 5.5% | 5.0% | 11.5% | · | 11.0% | 9.1% | 8.9% | · | 12.8% | 13.7% | 15.1% | · | |
| Payout Ratio | · | · | · | · | · | · | 16.9% | · | · | · | 24.3% | · | · | · | 21.4% | · |
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
قائمة الدخل
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| الإيرادات | — | $15.15B | $14.22B | $14.37B | $14.00B |
| هامش الربح الإجمالي % | — | 15.7% | 15.4% | 15.6% | 16.6% |
| هامش الربح التشغيلي % | — | 2.4% | 3.2% | 2.9% | 2.2% |
| صافي الدخل | — | $119M | $216M | $178M | $88M |
| EPS المخفف | — | $3.42 | $6.18 | $4.97 | $2.23 |
الميزانية العمومية
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | — | 1.5 | 1.5 | 1.9 | 2.0 |
| النسبة الحالية | — | 1.1 | 1.1 | 1.1 | 1.2 |
| النسبة السريعة | — | 0.2 | 0.2 | 0.2 | 0.4 |
التدفق النقدي
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | — | $717M | $296M | $188M | $179M |
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) 258 مقدمي إقرار · $782.4M 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 |
|---|---|---|---|---|
| 47 (+8 مقابل الربع السابق) | 22 (-13 مقابل الربع السابق) | 76 (+3 مقابل الربع السابق) | 75 (+8 مقابل الربع السابق) | +1.9M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $107726204 | 1270506 | 13,77% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64513574 | 760863 | 8,25% | الأسهم |
| STATE STREET CORP | $54062519 | 634362 | 6,91% | الأسهم |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49900000 | 588516 | 6,38% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $45454054 | 536078 | 5,81% | الأسهم |
| WESTWOOD HOLDINGS GROUP INC | $41963164 | 494907 | 5,36% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $31108853 | 366892 | 3,98% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23533210 | 277547 | 3,01% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $23526755 | 277416 | 3,01% | الأسهم |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $18973967 | 223776 | 2,43% | الأسهم |
| D. E. Shaw & Co., Inc. | $17363211 | 204779 | 2,22% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $16652926 | 196402 | 2,13% | الأسهم |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15523014 | 183076 | 1,98% | الأسهم |
| GOLDMAN SACHS GROUP INC | $13215793 | 155865 | 1,69% | الأسهم |
| Bank of New York Mellon Corp | $13190272 | 155564 | 1,69% | الأسهم |
| HEARTLAND ADVISORS INC | $12514834 | 147598 | 1,60% | الأسهم |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10320808 | 121722 | 1,32% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $8872510 | 104641 | 1,13% | الأسهم |
| BlackRock, Inc. | $8356309 | 98553 | 1,07% | الأسهم |
| FRANKLIN RESOURCES INC | $7533846 | 88853 | 0,96% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $7398351 | 87255 | 0,95% | الأسهم |
| PDT Partners, LLC | $7162550 | 84474 | 0,92% | الأسهم |
| Phocas Financial Corp. | $7066568 | 83342 | 0,90% | الأسهم |
| ProShare Advisors LLC | $6857137 | 80872 | 0,88% | الأسهم |
| PRINCIPAL FINANCIAL GROUP INC | $6665002 | 78606 | 0,85% | الأسهم |
| TWO SIGMA ADVISERS, LP | $6408696 | 103600 | 0,82% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $5684406 | 67041 | 0,73% | الأسهم |
| Brandywine Global Investment Management, LLC | $5434154 | 87846 | 0,69% | الأسهم |
| Cubist Systematic Strategies, LLC | $5151973 | 67708 | 0,66% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $5069849 | 59793 | 0,65% | الأسهم |
| DENALI ADVISORS LLC | $4799114 | 56600 | 0,61% | الأسهم |
| Public Sector Pension Investment Board | $4780799 | 56384 | 0,61% | الأسهم |
| Susquehanna Portfolio Strategies, LLC | $4633180 | 54643 | 0,59% | الأسهم |
| Squarepoint Ops LLC | $4568909 | 53885 | 0,58% | الأسهم |
| AMERIPRISE FINANCIAL INC | $4190734 | 49419 | 0,54% | الأسهم |
| MARTINGALE ASSET MANAGEMENT L P | $4111637 | 48492 | 0,53% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $3832423 | 45199 | 0,49% | الأسهم |
| Teewinot Capital Advisers, L.L.C. | $3328855 | 39260 | 0,43% | الأسهم |
| FIRST TRUST ADVISORS LP | $3296211 | 38875 | 0,42% | الأسهم |
| FMR LLC | $3284680 | 38739 | 0,42% | الأسهم |
| RHUMBLINE ADVISERS | $3042668 | 35885 | 0,39% | الأسهم |
| XTX Topco Ltd | $3037856 | 35828 | 0,39% | الأسهم |
| FORMULA GROWTH LTD | $3035482 | 35800 | 0,39% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $3010045 | 35500 | 0,38% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $2966548 | 34987 | 0,38% | الأسهم |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2951031 | 34804 | 0,38% | الأسهم |
| Engineers Gate Manager LP | $2580923 | 30439 | 0,33% | الأسهم |
| Swiss National Bank | $2382599 | 28100 | 0,30% | الأسهم |
| Aquatic Capital Management LLC | $2315615 | 27310 | 0,30% | الأسهم |
| HSBC HOLDINGS PLC | $2283163 | 27340 | 0,29% | الأسهم |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2280597 | 26897 | 0,29% | الأسهم |
| Man Group plc | $1999348 | 23580 | 0,26% | الأسهم |
| CAPITAL FUND MANAGEMENT S.A. | $1974589 | 23288 | 0,25% | الأسهم |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1961955 | 23139 | 0,25% | الأسهم |
| CITADEL ADVISORS LLC | $1836212 | 21656 | 0,23% | الأسهم |
| New Age Alpha Advisors, LLC | $1793224 | 21149 | 0,23% | الأسهم |
| Legal & General Group Plc | $1699447 | 20043 | 0,22% | الأسهم |
| NorthCrest Asset Manangement, LLC | $1685271 | 17682 | 0,22% | الأسهم |
| JANE STREET GROUP, LLC | $1678842 | 19800 | 0,21% | عقد خيار البيع |
| CITIGROUP INC | $1671720 | 19716 | 0,21% | الأسهم |
| Point72 Asset Management, L.P. | $1620422 | 19111 | 0,21% | الأسهم |
| ExodusPoint Capital Management, LP | $1521896 | 17949 | 0,19% | الأسهم |
| Brevan Howard Capital Management LP | $1508923 | 17796 | 0,19% | الأسهم |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1412487 | 32767 | 0,18% | الأسهم |
| Quantbot Technologies LP | $1399629 | 16507 | 0,18% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $1360292 | 19838 | 0,17% | الأسهم |
| Quantinno Capital Management LP | $1301354 | 15347 | 0,17% | الأسهم |
| Nuveen, LLC | $1175359 | 13862 | 0,15% | الأسهم |
| PRUDENTIAL FINANCIAL INC | $1142800 | 13478 | 0,15% | الأسهم |
| Vanguard Global Advisers, LLC | $1116939 | 13173 | 0,14% | الأسهم |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1105492 | 13038 | 0,14% | الأسهم |
| WOLVERINE ASSET MANAGEMENT LLC | $1027400 | 12117 | 0,13% | الأسهم |
| A&I FINANCIAL SERVICES, LLC | $996791 | 11755 | 0,13% | الأسهم |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $943317 | 13757 | 0,12% | الأسهم |
| BARCLAYS PLC | $838402 | 9888 | 0,11% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $824837 | 9728 | 0,11% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $736062 | 8681 | 0,09% | الأسهم |
| VANGUARD GROUP INC | $722834 | 11685 | 0,09% | الأسهم |
| Skopos Labs, Inc. | $713951 | 10412 | 0,09% | الأسهم |
| MAI Capital Management | $673064 | 7938 | 0,09% | الأسهم |
| Illinois Municipal Retirement Fund | $658140 | 7762 | 0,08% | الأسهم |
| MetLife Investment Management, LLC | $654748 | 7722 | 0,08% | الأسهم |
| Nebula Research & Development LLC | $593560 | 7426 | 0,08% | الأسهم |
| Russell Investments Group, Ltd. | $577759 | 6814 | 0,07% | الأسهم |
| STATE OF WISCONSIN INVESTMENT BOARD | $572502 | 6752 | 0,07% | الأسهم |
| VOYA INVESTMENT MANAGEMENT LLC | $560716 | 6613 | 0,07% | الأسهم |
| Inspire Investing, LLC | $518458 | 7561 | 0,07% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $500770 | 5906 | 0,06% | الأسهم |
| JANUS HENDERSON GROUP PLC | $500212 | 7288 | 0,06% | الأسهم |
| Louisiana State Employees Retirement System | $483303 | 5700 | 0,06% | الأسهم |
| BOOTHBAY FUND MANAGEMENT, LLC | $477876 | 5636 | 0,06% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $477581 | 5633 | 0,06% | الأسهم |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $476265 | 5617 | 0,06% | الأسهم |
| Jain Global LLC | $440908 | 5200 | 0,06% | الأسهم |
| DARK FOREST CAPITAL MANAGEMENT LP | $440908 | 5200 | 0,06% | الأسهم |
| Jump Financial, LLC | $440738 | 5198 | 0,06% | الأسهم |
| Sanctuary Advisors, LLC | $434295 | 5122 | 0,06% | الأسهم |
| Invesco Ltd. | $416743 | 4915 | 0,05% | الأسهم |
| NISA INVESTMENT ADVISORS, LLC | $404270 | 4745 | 0,05% | الأسهم |
| Corient Private Wealth LP | $400952 | 4728 | 0,05% | الأسهم |
المطلعون على الشركة 28 من المطلعين · مسؤولون 9 · مديرون 21
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| David Bruton Smith | Chairman and CEO | 31 مارس، 2025 F | 552343 | 0 | 0 | $0 |
| Heath Byrd | EVP and CFO | 2 يونيو، 2026 S | 133952 | 0 | 2 | $-1239895 |
| David P Cosper | Vice Chairman and CFO | 22 مارس، 2013 D | 171984 | 0 | 0 | $0 |
| Lee E Wyatt | Executive VP, CFO & Treasurer | 21 إبريل، 2005 A | 50000 | 0 | 0 | $0 |
| Jeff Dyke | President | 9 يونيو، 2026 S | 543668 | 0 | 2 | $-5415638 |
| Theodore M Wright | President | 19 فبراير، 2004 A | 124075 | 0 | 0 | $0 |
| Bruton O Smith | Executive Chairman | 31 مارس، 2022 F | 973670 | 0 | 0 | $0 |
| Mark J Iuppenlatz | Exec VP of Corp Development | 19 مارس، 2007 A | 58350 | 0 | 0 | $0 |
| Greg Young | VP & Chief Accounting Officer | 17 مارس، 2006 M | 1200 | 0 | 0 | $0 |
| Michael Edward Hodge | مدير | 24 إبريل، 2025 A | 17807 | 0 | 0 | $0 |
| Keri A Kaiser | مدير | 24 إبريل، 2025 A | 22409 | 0 | 0 | $0 |
| Eugene R Taylor | مدير | 24 إبريل، 2025 A | 61083 | 0 | 0 | $0 |
| Marcus G Smith | مدير | 24 إبريل، 2025 A | 98871 | 0 | 0 | $0 |
| William I Belk | مدير | 24 إبريل، 2025 A | 104325 | 0 | 0 | $0 |
| Bryan Scott Smith | مدير | 24 إبريل، 2025 A | 396207 | 0 | 0 | $0 |
| William R Brooks | مدير | 24 إبريل، 2025 A | 114982 | 0 | 0 | $0 |
| John W. Harris III | مدير | 16 مايو، 2023 A | 52081 | 0 | 0 | $0 |
| Victor H Doolan | مدير | 29 إبريل، 2021 A | 34993 | 0 | 0 | $0 |
| Robert H Heller | مدير | 29 إبريل، 2021 A | 95578 | 0 | 0 | $0 |
| Bernard Clinton Byrd Jr | مدير | 15 إبريل، 2015 A | 9456 | 0 | 0 | $0 |
| Robert L Rewey | مدير | 17 إبريل، 2014 A | 47142 | 0 | 0 | $0 |
| David C Vorhoff | مدير | 18 إبريل، 2013 A | 35046 | 0 | 0 | $0 |
| Jeffrey C Rachor | مدير | 19 مايو، 2008 D | 2459 | 0 | 0 | $0 |
| William P Benton | مدير | 25 إبريل، 2008 A | 12423 | 0 | 0 | $0 |
| Thomas P Capo | مدير | 22 إبريل، 2005 A | 2745 | 0 | 0 | $0 |
| Maryann Keller | مدير | 31 مارس، 2004 A | — | 0 | 0 | $0 |
| Rusnak Paul P. | مالك 10% | 7 إبريل، 2022 P | 5000000 | 0 | 0 | $0 |
| Sonic Financial Corporation | مالك 10% | 27 سبتمبر، 2018 P | — | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
الناشطون والمالكون بنسبة 5%+ 4 حيازات
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 |
|---|---|---|---|---|---|
| OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 إيداعات | 17 يونيو، 2026 | 42,30% | تعديل | استثمار سلبي | SEC |
| Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 إيداعات | 9 أكتوبر، 2018 | — | إيداع أولي | — | SEC |
| O. Bruton Smith, Sonic Financial Corporation | 10 يناير، 2013 | — | إيداع أولي | — | SEC |
| Paul P. Rusnak ×2 إيداعات | 26 مايو، 2010 | — | إيداع أولي | — | 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 75 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,29% | 101951 NS | 31 مايو، 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,27% | 5070 NS | 30 إبريل، 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1,17% | 94100 SH | 8 أغسطس، 2026 | يومي |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,92% | 233693 SH | 8 أغسطس، 2026 | يومي |
| RZV · Invesco Exchange-Traded Fund Trust | 0,69% | 25697 SH | 8 أغسطس، 2026 | يومي |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,41% | 1221 SH | 8 أغسطس، 2026 | يومي |
| ESSC · Strategy Shares | 0,35% | 1157 NS | 30 إبريل، 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,33% | 5019 SH | 8 أغسطس، 2026 | يومي |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,27% | 6333 NS | 30 إبريل، 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,26% | 1024 NS | 31 مارس، 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 299 NS | 30 إبريل، 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,20% | 30294 NS | 30 إبريل، 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 27830 SH | 8 أغسطس، 2026 | يومي |
| IJS · iShares Trust | 0,12% | 117319 SH | 8 أغسطس، 2026 | يومي |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 123151 NS | 31 مايو، 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 94642 NS | 30 إبريل، 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 158292 NS | 30 إبريل، 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 7780 SH | 8 أغسطس، 2026 | يومي |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 31102 SH | 8 أغسطس، 2026 | يومي |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,08% | 255325 NS | 31 مايو، 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 25287 NS | 31 مايو، 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 2325 SH | 8 أغسطس، 2026 | يومي |
| VCR · VANGUARD WORLD FUND | 0,07% | 54698 SH | 8 أغسطس، 2026 | يومي |
| XJR · iShares Trust | 0,07% | 1549 SH | 8 أغسطس، 2026 | يومي |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 14209 NS | 30 إبريل، 2026 | N-PORT |
| IJR · iShares Trust | 0,06% | 800179 SH | 8 أغسطس، 2026 | يومي |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 45765 SH | 8 أغسطس، 2026 | يومي |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 5380 NS | 30 إبريل، 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 985 NS | 30 إبريل، 2026 | N-PORT |
| SAA · ProShares Trust | 0,05% | 177 NS | 31 مايو، 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,05% | 552 NS | 30 إبريل، 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 6273 NS | 31 مايو، 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 71526 SH | 8 أغسطس، 2026 | يومي |
| EBI · RBB Fund Trust | 0,04% | 3304 NS | 31 مايو، 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 6482 SH | 8 أغسطس، 2026 | يومي |
| DFAS · Dimensional ETF Trust | 0,04% | 69794 NS | 30 إبريل، 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 8029 SH | 8 أغسطس، 2026 | يومي |
| RSSL · Global X Funds | 0,04% | 6484 NS | 30 إبريل، 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 309207 SH | 8 أغسطس، 2026 | يومي |
| ISCV · iShares Trust | 0,03% | 2680 SH | 8 أغسطس، 2026 | يومي |
| ITWO · ProShares Trust | 0,03% | 704 NS | 31 مايو، 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 2851 SH | 8 أغسطس، 2026 | يومي |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 70132 SH | 8 أغسطس، 2026 | يومي |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 70983 NS | 31 مايو، 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 43866 SH | 8 أغسطس، 2026 | يومي |
| VBR · VANGUARD INDEX FUNDS | 0,02% | 171124 SH | 8 أغسطس، 2026 | يومي |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5116 SH | 8 أغسطس، 2026 | يومي |
| SFGV · EA Series Trust | 0,02% | 2595 NS | 29 مايو، 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 550 NS | 31 مايو، 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 546 SH | 8 أغسطس، 2026 | يومي |