BSET Bassett Furniture Industries, Incorporated - Common Stock
Über Bassett Furniture Industries, Incorporated - Common Stock Unternehmensübersicht von Wikipedia
Bassett Furniture Industries, Inc. is a furniture manufacturer and retailer, headquartered in Bassett, Virginia, United States. It was founded in 1902 by John D. Bassett, Charles C. Bassett, Samuel H. Bassett, and Reed L. Stone. Bassett Furniture is one of the oldest furniture manufacturers in Virginia. The company began when the founders, operating a family sawmill in the foothills of the Blue Ridge Mountains, decided to use surplus lumber to produce bedroom furniture. According to oral history, the idea to pivot from raw lumber to finished furniture was proposed by the founders’ wives, Roxanne A. Hundley and Pocahontas Hundley.
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Bassett Furniture Industries, Inc. is a furniture manufacturer and retailer, headquartered in Bassett, Virginia, United States. It was founded in 1902 by John D. Bassett, Charles C. Bassett, Samuel H. Bassett, and Reed L. Stone. Bassett Furniture is one of the oldest furniture manufacturers in Virginia. The company began when the founders, operating a family sawmill in the foothills of the Blue Ridge Mountains, decided to use surplus lumber to produce bedroom furniture. According to oral history, the idea to pivot from raw lumber to finished furniture was proposed by the founders’ wives, Roxanne A. Hundley and Pocahontas Hundley.
Bassett rapidly grew through the early 20th century, becoming a major force in the American furniture industry. By the 1920s, it was shipping products throughout the eastern United States. During World War II, the company contributed to the war effort by manufacturing wooden truck beds for U.S. military vehicles, including the GMC CCKW. Bassett's wartime production significantly expanded its manufacturing capabilities and footprint.
Today, Bassett operates approximately 60 company-owned retail locations in the United States and Puerto Rico and licenses its retail brand to about 40 additional independently operated locations. It manufactures and sells a wide range of home furnishings, including custom upholstery, bedroom and dining room sets, and accent pieces. The company maintains domestic manufacturing operations in Virginia and North Carolina, and its business model emphasizes vertical integration, in-house design, and customization.
Bassett has remained under family influence for much of its history and is currently led by Robert H. Spilman Jr., a descendant of the founding family. The company is publicly traded on the NASDAQ under the ticker symbol BSET and is a component of the Russell 2000 Index.
History
Bassett Furniture was organized in 1901 by J. D. Bassett, Sr., who would go on to serve as chairman of the board of directors well into his later years. He was joined in the venture by his brothers Charles Columbus (C. C.) Bassett and Sam Bassett, along with his brother-in-law Reed L. Stone. The founders initially operated a sawmill and lumber business in Henry County, Virginia, and began making furniture as a way to add value to surplus timber. Their early products, including solid oak bedroom suites, quickly gained popularity and helped establish the company as a major regional manufacturer.
By the late 1920s, several family-operated furniture companies were thriving under different names—including J. D. Bassett Manufacturing Co., W. M. Bassett Furniture Co., and Bassett Furniture Company. Though profitable, these firms were increasingly competing with one another. In 1929, J. D. Bassett, Sr. called a family meeting with his sons, including Doug and Bill Bassett, and urged unity, saying, "I don't believe you can be exceptionally successful in this business if you are divided."
The following year, in 1930, Bassett Furniture Industries, Inc. was created through the merger of those three companies. W. M. Bassett—son of J. D. Bassett, Sr.—was named president of the new entity and oversaw its growth into one of the largest furniture manufacturers in the United States.
During World War II, Bassett contributed to the U.S. war effort by producing wooden cargo truck bodies under military contracts, including beds for the GMC CCKW "deuce-and-a-half" trucks. After the war, the company resumed civilian production and expanded into dining and living room furniture, as well as custom upholstery.
Bassett was listed on the over-the-counter market in 1965 under the ticker symbol BSET, later switching to the National Association of Securities Dealers Automated Quotations (now known as Nasdaq), and through the 1970s and 1980s, it became a national brand recognized for its craftsmanship and range of home furnishings. Facing increased global competition in the 1990s and early 2000s, the company restructured, closing several manufacturing facilities and focusing on quick-turnaround custom upholstery, vertically integrated retail, and U.S.-based production.
Today, Bassett continues to operate as one of the oldest furniture manufacturers in Virginia, maintaining domestic manufacturing operations and a strong retail presence throughout the United States.
World War II
During World War II, Bassett Furniture Industries participated in the national war effort by manufacturing wooden cargo truck beds for the U.S. Army. In 1942, the company secured a subcontract through Yellow Truck & Coach, a division of General Motors, to supply beds for the GMC CCKW 2½-ton trucks. To support this production, Bassett retooled its facilities—including the Old Town Plant in Bassett, Virginia—and filed a Necessity Certificate with the War Department, detailing more than $70,000 in equipment upgrades. The company produced over $1.5 million worth of truck bodies by war’s end. Approximately 600 employees served in the military during the conflict, while others were granted occupational deferments to continue essential factory work.
In 2024, as part of its legacy and preservation activities, Bassett Furniture acquired a restored 1942 GMC CCKW truck for public display. The vehicle, along with a custom informational trailer, is used at company and community events to commemorate Bassett’s wartime role and honor the contributions of employees past and present.
The Big Chair
In 1958, Bassett Furniture Industries designed and built a massive solid mahogany armchair—known as The Big Chair—as a promotional centerpiece for Curtis Brothers Furniture in Washington, D.C., one of Bassett’s largest dealers at the time. The idea was inspired by a similar oversized chair in Thomasville, North Carolina, which symbolized the dominance of Thomasville Furniture, a major competitor. Bassett’s objective was to construct a larger and more impressive version that could rival and surpass the Thomasville landmark.
The project was initiated by Ed Bassett, then president of the company. His sons, Eddie and Charles Bassett, were tasked with determining the dimensions of the Thomasville chair. They traveled to Thomasville, climbed the 12-foot base, and measured the structure by hand. When approached by a security guard, the brothers reportedly claimed they were NC State students working on a class project—a story that proved convincing enough for the guard to assist them.
With measurements in hand, the brothers returned to Bassett and collaborated with the company's lead designer, Leo Jiranek, to create a larger chair. Fabrication began soon after, and the project required approximately 1,100 man-hours to complete. The finished chair stood 19 feet 2.5 inches tall, was 9 feet 5 inches wide, and 12 feet deep, weighing 4,600 pounds. It was constructed from solid mahogany sourced from the Belgian Congo and could be disassembled for transport via bolts.
The chair was too large for railroad transport, so it was hauled by truck to Washington, D.C., in late October 1958. The chair was permanently installed on a five-foot pedestal in front of Curtis Brothers Furniture in the Anacostia neighborhood.
A formal dedication ceremony took place on July 7, 1959. The event drew media attention and was covered by newspapers and television outlets, with many referring to it as the “World’s Largest Chair.” The chair quickly became a local landmark and symbol of the furniture industry’s significance in the region.
The original wooden chair stood for decades before eventually deteriorating due to weather exposure. It was dismantled in 2005 and replaced with an all-aluminum replica in 2006, but the original remains a celebrated chapter in the company’s marketing and design history.
Operations
Bassett Furniture Industries operates a vertically integrated business model that includes product design, domestic manufacturing, supply chain coordination, and direct-to-consumer retail. The company’s headquarters are located in Bassett, Virginia, and its primary manufacturing operations are based in facilities in Virginia and North Carolina. These plants support the production of a wide range of home furnishings, including bedroom and dining sets, custom upholstery, and occasional furniture.
As of 2025, Bassett operates approximately 60 company-owned retail stores across the United States, and licenses its brand to about 40 additional independently owned locations. In-store technology enables customers to personalize furniture by selecting from a range of fabrics, finishes, and configurations.
Bassett continues to emphasize quick turnaround for custom-upholstered furniture, often delivering within 30 days, enabled by its domestic manufacturing model and tightly managed production schedules. The company has also incorporated digital platforms, including online customization tools, augmented reality room visualizers, and integrated swatch sampling through its website.
In recent years, Bassett has streamlined its logistics operations by divesting its former logistics subsidiary, Zenith Global Logistics, and transitioning to third-party delivery partnerships. This move was part of a broader realignment aimed at focusing on core competencies in design, retail, and manufacturing.
Leadership
Several descendants of the original founders continue to guide the company in key leadership roles. As of 2025, Robert H. Spilman Jr., a descendant of company founder J. D. Bassett, Sr., serves as President and Chief Executive Officer. He has held the role since 2000 and has lead the company through industry globalization, the expansion of direct-to-consumer retail, and the development of digital customization technologies.
The company’s Chief Operating Officer, Jeb Bassett, is a descendant of C. C. Bassett, another of the company’s co-founders. In his role, Jeb Bassett oversees manufacturing operations, maintaining the company’s domestic production capabilities and supply chain modernization.
Several other members of the founding families currently serve in leadership positions. J. Tyler Bassett, a descendant of C. C. Bassett, serves as a Vice President. Robert H. Spilman III, son of the current CEO and a descendant of J. D. Bassett, Sr., also is a Vice President. Anne Spilman Souter, a daughter of the current CEO and a descendant of J. D. Bassett, Sr., serves as Creative Director.
Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
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| Ex-Datum | Betrag |
|---|---|
| 14. August 2026 | $0,2000 |
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12-Monats-Kursziel
2 Analysten · 2026-08-19Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $0.24 | $0.20 | 0.04% |
| 31. März 2026 | $0.13 | $0.17 | -0.04% |
| 31. Dezember 2025 | $0.18 | $0.30 | -0.12% |
| 30. September 2025 | $0.09 | $0.09 | 0.00% |
| 30. Juni 2025 | $0.22 | $0.13 | 0.09% |
| 31. März 2025 | $0.21 | $0.03 | 0.18% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| BSET | $134M | 22.2 | 1.6% | 1.8% | 3.7% | 56.3% |
| LEG | $2.19B | 6.5 | -7.5% | 5.8% | 27.5% | 18.4% |
| ETD | $708M | 13.9 | -4.9% | 8.4% | 10.7% | 60.5% |
| XMAX | — | — | — | — | — | — |
| FLXS | $191M | 10.1 | 6.9% | 4.6% | 12.2% | 22.2% |
| LOVE | $195M | 47.6 | 2.4% | 0.58% | 1.9% | 56.4% |
| HOFT | $143M | -5.2 | -12.4% | -9.7% | -14.9% | 26.4% |
| LIVE | $56M | 3.7 | -5.9% | 5.1% | 27.0% | 32.7% |
| PRPL | — | 1.4 | -3.9% | -11.0% | 1083.6% | 40.2% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 16
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $335M | $330M | $390M | $486M | $431M | $338M | $452M | $457M | $453M | $432M | $431M | $341M | |
| Cost of Revenue | $147M | $151M | $184M | $237M | $210M | $164M | $179M | $180M | $178M | $168M | $179M | $158M | |
| Gross Profit | $189M | $179M | $206M | $248M | $221M | $174M | · | · | · | · | · | $182M | |
| SG&A Expense | $180M | $188M | $205M | $218M | $197M | $176M | · | · | · | · | · | · | |
| Operating Income | $8M | $-16M | $-3M | $35M | $24M | $-18M | $-595.0K | $14M | $27M | $28M | $26M | $15M | |
| Interest Expense | · | $30.0K | $22.0K | $38.0K | $33.0K | $0 | $6.0K | $57.0K | $234.0K | $552.0K | $607.0K | $188.0K | |
| Interest Income | $2M | $3M | $3M | $302.0K | $48.0K | $232.0K | $568.0K | $431.0K | $230.0K | $120.0K | · | · | |
| Other Non-op | $-994.0K | $-744.0K | $-2M | $-1M | $-2M | $-740.0K | $-2M | $-2M | $-2M | $-2M | $-2M | $-997.0K | |
| Pretax Income | $9M | $-14M | $-2M | $34M | $23M | $-18M | $-2M | $12M | $28M | $26M | $32M | $15M | |
| Income Tax | $3M | $-5M | $683.0K | $9M | $6M | $-7M | $188.0K | $4M | $10M | $10M | $11M | $5M | |
| Net Income | $6M | $-10M | $-3M | $65M | $18M | $-10M | $-2M | $8M | $18M | $16M | $20M | $9M | |
| EPS (Basic) | $0.70 | $-1.11 | $-0.36 | $6.96 | $1.83 | $-1.04 | $-0.19 | $0.77 | $1.71 | $1.47 | $1.91 | $0.88 | |
| EPS (Diluted) | $0.70 | $-1.11 | $-0.36 | $6.95 | $1.83 | $-1.04 | $-0.19 | $0.77 | $1.70 | $1.46 | $1.88 | $0.87 | |
| Shares (Basic) | · | · | · | 9,394,873 | 9,835,829 | 9,969,616 | 10,285,511 | 10,651,351 | 10,649,225 | 10,732,217 | 10,701,829 | 10,552,462 | |
| Shares (Diluted) | · | · | · | 9,402,980 | 9,843,774 | 9,969,616 | 10,285,511 | 10,691,775 | 10,732,075 | 10,862,421 | 10,843,027 | 10,693,031 | |
| EBITDA | $17M | $-6M | $7M | $46M | $41M | $-3M | $13M | $27M | $40M | $40M | $36M | $22M |
Bilanz 26
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $41M | $40M | $52M | $62M | $34M | $46M | $20M | $33M | $54M | $35M | $36M | $27M | |
| Short-term Investments | $18M | $20M | $18M | $18M | $18M | $18M | $17M | $23M | $23M | $23M | $23M | $23M | |
| Receivables | $14M | $13M | $14M | $18M | $21M | $22M | $21M | $19M | $20M | $18M | $21M | $15M | |
| Inventory | $62M | $55M | $63M | $85M | $78M | $55M | $66M | $64M | $54M | $53M | $60M | $57M | |
| Other Current Assets | $7M | $9M | $8M | $11M | $10M | $10M | $12M | $9M | $8M | $11M | $7M | $8M | |
| Current Assets | $146M | $142M | $158M | $196M | $180M | $161M | $137M | $149M | $159M | $141M | $147M | $130M | |
| PP&E (Net) | $73M | $77M | $84M | $77M | $69M | $91M | $102M | $105M | $103M | $105M | $96M | $75M | |
| PP&E (Gross) | $240M | $241M | $243M | $228M | $211M | $243M | $251M | $243M | $231M | $221M | $202M | $172M | |
| Accum. Depreciation | $167M | $164M | $159M | $151M | $142M | $152M | $149M | $138M | $127M | $116M | $106M | $97M | |
| Goodwill | $7M | $7M | $7M | $13M | $7M | $7M | $14M | $16M | $12M | $12M | $12M | $2M | |
| Intangibles | $7M | $7M | $175.0K | $232.0K | $232.0K | $2M | $3M | $3M | $3M | $3M | $4M | · | |
| Other Non-current Assets | $8M | $8M | $7M | $6M | $6M | $6M | $5M | $6M | $5M | $8M | $8M | $19M | |
| Total Assets | $324M | $341M | $370M | $406M | $422M | $403M | $276M | $292M | $294M | $278M | $283M | $241M | |
| Accounts Payable | $15M | $13M | $16M | $20M | $24M | $23M | $24M | $27M | $22M | $21M | $21M | $22M | |
| Current Liabilities | $77M | $73M | $78M | $101M | $134M | $118M | $72M | $82M | $83M | $77M | $80M | $67M | |
| Capital Leases | $69M | $88M | $97M | $97M | $95M | $112M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $996.0K | $1M | $2M | $2M | $686.0K | $2M | $13M | $6M | $5M | $4M | $4M | $4M | |
| Long-term Debt | · | · | · | · | · | · | · | $292.0K | $4M | $7M | $14M | $2M | |
| Total Debt | · | · | · | · | · | · | · | $292.0K | $4M | $7M | $14M | · | |
| Common Stock | $43M | $44M | $44M | $45M | $49M | $50M | $51M | $53M | $54M | · | · | · | |
| Paid-in Capital | $0 | $6.0K | · | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $121M | $123M | $139M | $151M | $116M | $110M | $129M | $140M | $139M | $129M | $121M | $106M | |
| AOCI | $723.0K | $793.0K | $152.0K | $50.0K | $-2M | $-1M | $-1M | $-2M | $-3M | $-3M | $-3M | $-2M | |
| Stockholders' Equity | $165M | $167M | $183M | $196M | $163M | $158M | $179M | $190M | $191M | $181M | $177M | $157M | |
| Liabilities + Equity | $324M | $341M | $370M | $406M | $422M | $403M | $276M | $292M | $294M | $278M | $283M | $241M | |
| Shares Outstanding | 8,651,054 | 8,736,046 | 8,768,221 | 8,951,839 | 9,762,125 | 9,942,787 | 10,116,290 | 10,527,636 | 10,737,950 | 10,722,947 | 10,916,021 | 10,493,393 |
Cashflow 17
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $10M | $10M | $11M | $15M | $13M | $14M | $13M | $13M | $12M | $10M | $7M | |
| Deferred Tax | $912.0K | $-2M | $831.0K | $-2M | $2M | $3M | $-3M | $5M | $-302.0K | $5M | $2M | $544.0K | |
| Amort. of Intangibles | $58.0K | $58.0K | $58.0K | $57.0K | $57.0K | $379.0K | $379.0K | $374.0K | $322.0K | $322.0K | $268.0K | $0 | |
| Restructuring | $0 | $440.0K | $0 | $0 | · | · | · | · | · | · | $449.0K | · | |
| Other Non-cash | $-2M | $6M | $11M | $-77M | $-20M | $31M | $1M | $3M | $5M | $6M | $-102.0K | $13M | |
| Operating Cash Flow | $13M | $4M | $19M | $-3M | $15M | $37M | $10M | $30M | $37M | $39M | $34M | $30M | |
| CapEx | $5M | $5M | $17M | $21M | $11M | $6M | $17M | $18M | $16M | $22M | $14M | $18M | |
| Investing Cash Flow | $-3M | $-9M | $-18M | $66M | $-12M | $-4M | $-11M | $-32M | $-7M | $-21M | $-20M | $-5M | |
| Stock Issued | $335.0K | $371.0K | $318.0K | $424.0K | $363.0K | $285.0K | $328.0K | $355.0K | $168.0K | $182.0K | $325.0K | $311.0K | |
| Stock Repurchased | $2M | $1M | $4M | $15M | $6M | $2M | $7M | $6M | $83.0K | $6M | $2M | $6M | |
| Net Stock Activity | $-2M | $-1M | $-4M | $-15M | $-5M | $-2M | $-7M | $-6M | $85.0K | $-6M | $-2M | $-5M | |
| Dividends Paid | $7M | $7M | $6M | $20M | $8M | $5M | $5M | $9M | $8M | $6M | $6M | $5M | |
| Financing Cash Flow | $-9M | $-8M | $-10M | $-36M | $-14M | $-7M | $-12M | $-18M | $-11M | $-19M | $-5M | $-11M | |
| Net Change in Cash | $2M | $-13M | $-9M | $27M | $-11M | $26M | $-14M | $-20M | $19M | $-1M | $10M | $14M | |
| Taxes Paid | $-379.0K | $-658.0K | $-263.0K | $20M | $3M | $539.0K | $1M | $1M | $8M | $10M | $6M | $2M | |
| Free Cash Flow | $9M | $-1M | $1M | $-24M | $4M | $31M | $-8M | $10M | $21M | $18M | $18M | $12M | |
| Levered FCF | · | $-1M | $1M | $-24M | $4M | $31M | $-8M | $10M | $21M | $17M | $18M | $12M |
Rentabilität 8
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 56.3% | 54.4% | 52.9% | 51.1% | · | · | · | · | · | · | · | 53.5% | |
| Operating Margin | 2.3% | -4.9% | -0.80% | 7.2% | 5.3% | -4.2% | -0.13% | 3.1% | 6.0% | 6.5% | 6.0% | 4.4% | |
| Net Margin | 1.8% | -2.9% | -0.81% | 13.5% | 3.7% | -2.7% | -0.43% | 1.8% | 4.0% | 3.7% | 4.7% | 2.7% | |
| Pretax Margin | 2.6% | -4.4% | -0.64% | 7.0% | 5.0% | -4.3% | -0.38% | 2.7% | 6.2% | 6.0% | 7.4% | 4.3% | |
| EBITDA Margin | 5.0% | -1.9% | 1.8% | 9.5% | 8.3% | -0.71% | 2.9% | 6.0% | 8.9% | 9.4% | 8.4% | 6.6% | |
| ROA | 1.8% | -2.7% | -0.82% | 15.8% | 4.4% | -2.6% | -0.68% | 2.8% | 6.4% | 5.7% | 7.8% | 4.0% | |
| ROE | 3.7% | -5.5% | -1.7% | 36.5% | 11.1% | -6.2% | -1.1% | 4.3% | 9.8% | 8.8% | 12.2% | 5.9% | |
| ROIC | 3.3% | -6.6% | -2.2% | 13.3% | 11.9% | -6.4% | -0.37% | 5.0% | 9.1% | 9.2% | 8.7% | 6.1% |
Liquidität & Solvenz 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.9 | 2.0 | 1.9 | 1.3 | 1.4 | 1.9 | 1.8 | 1.9 | 1.8 | 1.8 | 2.0 | |
| Quick Ratio | 1.0 | 1.0 | 1.1 | 1.0 | 0.6 | 0.7 | 0.8 | 0.9 | 1.2 | 1.0 | 1.0 | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.1 | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | · | |
| Interest Coverage | · | -542.3 | -142.5 | 917.5 | 80.7 | -331.1 | -99.2 | 247.1 | 115.5 | 51.1 | 42.8 | 80.5 |
Effizienz 3
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.9 | 1.0 | 1.2 | 1.2 | 1.0 | 1.6 | 1.6 | 1.6 | 1.5 | 1.6 | 1.5 | |
| Inventory Turnover | 2.5 | 2.6 | 2.5 | 2.9 | · | 2.7 | 2.7 | 3.0 | 3.3 | 3.0 | 3.1 | 2.9 | |
| Receivables Turnover | 23.4 | 24.5 | 24.7 | 25.3 | 19.3 | 17.7 | 22.4 | 23.6 | 23.8 | 21.8 | 23.7 | 21.8 |
Wachstumsraten 8
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -15.4% | -19.7% | 12.7% | 27.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -11.6% | -8.5% | 4.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.14% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | 279.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -53.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | 262.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -54.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.8% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 17
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $335M | $330M | $390M | $486M | $431M | $338M | $452M | $457M | $453M | $432M | $431M | $341M | |
| Net Income TTM | $6M | $-10M | $-3M | $65M | $18M | $-10M | $-2M | $8M | $18M | $16M | $20M | $9M | |
| Market Cap | $134M | $133M | $146M | $167M | $164M | $165M | $154M | $213M | $420M | $317M | $347M | $206M | |
| Enterprise Value | · | · | · | · | · | · | · | $158M | $347M | $266M | $301M | · | |
| P/E | 22.2 | -13.7 | -46.2 | 2.7 | 9.2 | -15.9 | -80.1 | 26.3 | 23.0 | 20.2 | 16.9 | 22.5 | |
| P/S | 0.4 | 0.4 | 0.4 | 0.3 | 0.4 | 0.5 | 0.3 | 0.5 | 0.9 | 0.7 | 0.8 | 0.6 | |
| P/B | 0.8 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 0.9 | 1.1 | 2.2 | 1.8 | 2.0 | 1.3 | |
| P / Tangible Book | 0.9 | 0.9 | 0.8 | 0.9 | 1.1 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 10.0 | 32.9 | 7.8 | -56.1 | 11.3 | 4.5 | 15.7 | 7.4 | 11.6 | 8.1 | 10.7 | 6.9 | |
| P / FCF | 15.0 | -114.6 | 118.1 | -6.9 | 43.0 | 5.4 | -20.4 | 20.5 | 20.1 | 18.0 | 18.8 | 17.2 | |
| EV / EBITDA | · | · | · | · | · | · | · | 5.8 | 8.6 | 6.6 | 8.3 | · | |
| EV / FCF | · | · | · | · | · | · | · | 15.2 | 16.6 | 15.1 | 16.3 | · | |
| EV / Revenue | · | · | · | · | · | · | · | 0.3 | 0.8 | 0.6 | 0.7 | · | |
| Dividend Yield | 5.2% | 5.0% | 4.1% | 12.1% | 4.7% | 2.8% | 3.3% | 4.1% | 1.8% | 2.0% | 1.7% | 2.5% | |
| Earnings Yield | 4.5% | -7.3% | -2.2% | 37.3% | 10.9% | -6.3% | -1.2% | 3.8% | 4.3% | 4.9% | 5.9% | 4.4% | |
| Payout Ratio | 113.8% | -68.6% | -188.7% | 30.9% | 42.6% | -43.6% | -266.2% | 107.1% | 42.3% | 39.9% | 28.3% | 55.4% | |
| Annual Payout | $7M | $7M | $6M | $20M | $8M | $5M | $5M | $9M | $8M | $6M | $6M | $5M |
Gewinn- und Verlustrechnung 15
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $84M | $80M | $89M | $80M | $84M | $84M | $76M | $87M | $95M | $87M | $101M | $108M | $121M | $118M | |
| Cost of Revenue | $36M | $35M | $39M | $35M | $37M | $37M | $36M | $39M | $43M | $42M | $48M | $51M | $57M | $57M | |
| Gross Profit | $47M | $45M | $50M | $45M | $47M | $48M | $40M | $48M | $51M | $45M | $53M | $57M | $64M | $61M | |
| SG&A Expense | $45M | $44M | $47M | $44M | $44M | $45M | $45M | $50M | $51M | $49M | $51M | $54M | $58M | $55M | |
| Operating Income | $2M | $1M | $2M | $593.0K | $2M | $907.0K | $-6M | $-2M | $-5M | $-4M | $2M | $3M | $7M | $11M | |
| Interest Income | $446.0K | $553.0K | $427.0K | $472.0K | $521.0K | $598.0K | $692.0K | $756.0K | $884.0K | $923.0K | $569.0K | $152.0K | $170.0K | $120.0K | |
| Other Non-op | $87.0K | $-192.0K | $-143.0K | $30.0K | $-422.0K | $-255.0K | $-109.0K | $-104.0K | $-478.0K | $-309.0K | $-505.0K | $-567.0K | $903.0K | $-714.0K | |
| Pretax Income | $3M | $2M | $3M | $1M | $3M | $1M | $-6M | $-2M | $-4M | $-3M | $3M | $2M | $8M | $10M | |
| Income Tax | $737.0K | $402.0K | $987.0K | $294.0K | $678.0K | $-2M | $-1M | $-512.0K | $-28.0K | $-599.0K | $468.0K | $842.0K | $2M | $2M | |
| Net Income | $2M | $1M | $2M | $801.0K | $2M | $3M | $-5M | $-1M | $-4M | $-3M | $2M | $1M | $5M | $8M | |
| EPS (Basic) | $0.24 | $0.13 | $0.17 | $0.09 | $0.22 | $0.37 | $-0.52 | $-0.14 | $-0.46 | $-0.30 | $0.24 | $0.16 | $0.62 | $0.82 | |
| EPS (Diluted) | $0.24 | $0.13 | $0.17 | $0.09 | $0.22 | $0.37 | $-0.52 | $-0.14 | $-0.46 | $-0.30 | $0.24 | $0.16 | $0.61 | $0.82 | |
| Shares (Basic) | 8,618,419 | 8,615,587 | · | 8,650,651 | 8,667,908 | · | 8,725,008 | 8,740,637 | · | 8,736,096 | 8,810,178 | 8,867,881 | · | 9,238,185 | |
| Shares (Diluted) | 8,636,269 | 8,651,878 | · | 8,675,215 | 8,679,874 | · | 8,725,008 | 8,740,637 | · | 8,736,096 | 8,822,031 | 8,897,003 | · | 9,267,112 | |
| EBITDA | $5M | $3M | · | $3M | $5M | · | $-4M | $307.0K | · | $-4M | $2M | $5M | · | $11M |
Bilanz 24
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $36M | $33M | $41M | $34M | $39M | $40M | $38M | $41M | · | $48M | $55M | $55M | · | $67M | |
| Short-term Investments | $18M | $18M | $18M | $20M | $20M | $20M | $18M | $18M | · | $18M | $18M | $18M | · | $18M | |
| Receivables | $13M | $15M | $14M | $13M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $18M | · | $21M | |
| Inventory | $65M | $66M | $62M | $61M | $59M | $55M | $56M | $63M | · | $67M | $70M | $79M | · | $92M | |
| Other Current Assets | $7M | $8M | $7M | $8M | $8M | $9M | $9M | $12M | · | $9M | $9M | $12M | · | $11M | |
| Current Assets | $138M | $140M | $146M | $141M | $144M | $142M | $138M | $150M | · | $161M | $169M | $184M | · | $214M | |
| PP&E (Net) | $72M | $72M | $73M | $75M | $75M | $77M | $79M | $84M | · | $84M | $80M | $78M | · | $76M | |
| PP&E (Gross) | · | · | $240M | · | · | $241M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $167M | · | · | $164M | · | · | · | · | · | · | · | · | |
| Goodwill | $8M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $13M | $13M | $13M | $13M | $7M | |
| Intangibles | $7M | $7M | $7M | $7M | $7M | $7M | $133.0K | $162.0K | · | $190.0K | $204.0K | $218.0K | · | $248.0K | |
| Other Non-current Assets | $9M | $9M | $8M | $8M | $8M | $8M | $8M | $7M | · | $7M | $6M | $6M | · | $6M | |
| Total Assets | $317M | $316M | $324M | $324M | $331M | $341M | $336M | $361M | · | $369M | $374M | $392M | · | $403M | |
| Accounts Payable | $12M | $15M | $15M | $14M | $15M | $13M | $14M | $15M | · | $17M | $16M | $18M | · | $24M | |
| Current Liabilities | $70M | $72M | $77M | $73M | $75M | $73M | $73M | $73M | · | $82M | $80M | $91M | · | $110M | |
| Capital Leases | $70M | $67M | $69M | $73M | $78M | $88M | $85M | $95M | · | $86M | $89M | $94M | · | $84M | |
| Other Non-current Liabilities | $726.0K | $891.0K | $996.0K | $963.0K | $1M | $1M | $2M | $2M | · | $2M | $2M | $3M | · | $606.0K | |
| Common Stock | $43M | $43M | $43M | $43M | $43M | $44M | $44M | $44M | · | $44M | $44M | $44M | · | $46M | |
| Paid-in Capital | $0 | $0 | $0 | $0 | $0 | $6.0K | · | · | · | · | · | · | · | · | |
| Retained Earnings | $121M | $120M | $121M | $122M | $123M | $123M | $121M | $137M | · | $145M | $149M | $150M | · | $151M | |
| AOCI | $702.0K | $713.0K | $723.0K | $757.0K | $769.0K | $793.0K | $-25.0K | $-8.0K | · | $-54.0K | $-108.0K | $-62.0K | · | $-2M | |
| Stockholders' Equity | $164M | $164M | $165M | $166M | $167M | $167M | $165M | $181M | $183M | $189M | $193M | $194M | $196M | $195M | |
| Liabilities + Equity | $317M | $316M | $324M | $324M | $331M | $341M | $336M | $361M | · | $369M | $374M | $392M | · | $403M | |
| Shares Outstanding | · | · | 8,651,054 | · | · | 8,736,046 | · | · | · | · | · | · | · | · |
Cashflow 15
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | |
| Deferred Tax | $-131.0K | $-70.0K | $-395.0K | $-67.0K | · | $323.0K | $-1M | $-922.0K | $358.0K | $81.0K | $260.0K | $132.0K | $517.0K | $940.0K | |
| Amort. of Intangibles | $14.0K | $14.0K | $15.0K | $14.0K | $14.0K | $15.0K | $14.0K | $14.0K | $16.0K | $14.0K | $14.0K | $14.0K | $15.0K | $14.0K | |
| Other Non-cash | · | $-9M | · | · | · | · | · | $-8M | · | · | · | $-3M | · | · | |
| Operating Cash Flow | $7M | $-5M | $8M | $-1M | · | $6M | $-404.0K | $-8M | $8M | $4M | $6M | $563.0K | $9M | $-3M | |
| CapEx | $2M | $863.0K | $793.0K | $1M | · | $491.0K | $1M | $2M | $3M | $7M | $4M | $3M | $4M | $5M | |
| Investing Cash Flow | $-2M | $-888.0K | $1M | $-2M | · | $-3M | $-2M | $-2M | $-2M | $-8M | $-3M | $-4M | $-8M | $2M | |
| Stock Issued | $95.0K | $78.0K | $86.0K | $84.0K | · | $96.0K | $96.0K | $86.0K | $43.0K | $98.0K | $97.0K | $80.0K | $84.0K | $163.0K | |
| Stock Repurchased | $506.0K | $147.0K | $628.0K | $364.0K | · | $293.0K | $638.0K | $0 | $120.0K | $606.0K | $2M | $2M | $5M | $2M | |
| Net Stock Activity | · | $-69.0K | · | · | · | · | · | $86.0K | · | · | · | $-2M | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | |
| Financing Cash Flow | $-2M | $-2M | $-2M | $-2M | · | $-2M | $-2M | $-2M | $-2M | $-2M | $-3M | $-3M | $-6M | $-3M | |
| Net Change in Cash | $3M | $-8M | $7M | $-5M | · | $1M | $-4M | $-12M | $4M | $-7M | $-289.0K | $-7M | $-5M | $-5M | |
| Taxes Paid | $-929.0K | $2M | $-767.0K | $5.0K | · | $-706.0K | $0 | · | · | · | · | · | $-546.0K | $6M | |
| Free Cash Flow | · | $-6M | · | · | · | · | · | $-10M | · | · | · | $-3M | · | · |
Rentabilität 8
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 56.5% | 56.2% | · | 56.2% | 55.6% | · | 53.0% | 55.3% | · | 51.6% | 52.6% | 53.1% | · | 51.5% | |
| Operating Margin | 2.7% | 1.4% | · | 0.74% | 3.0% | · | -8.4% | -2.7% | · | -4.4% | 2.5% | 2.5% | · | 9.0% | |
| Net Margin | 2.4% | 1.4% | · | 1.0% | 2.3% | · | -6.0% | -1.4% | · | -3.0% | 2.1% | 1.3% | · | 6.5% | |
| Pretax Margin | 3.3% | 1.9% | · | 1.4% | 3.1% | · | -7.6% | -2.0% | · | -3.7% | 2.5% | 2.1% | · | 8.5% | |
| EBITDA Margin | 5.4% | 4.2% | · | 3.4% | 5.6% | · | -5.3% | 0.35% | · | -4.4% | 2.5% | 4.7% | · | 9.0% | |
| ROA | 0.63% | 0.34% | · | 0.24% | 0.57% | · | -1.3% | -0.32% | · | -0.67% | 0.53% | 0.35% | · | 1.9% | |
| ROE | 1.2% | 0.67% | · | 0.48% | 1.1% | · | -2.5% | -0.64% | · | -1.4% | 1.1% | 0.80% | · | 4.3% | |
| ROIC | 1.0% | 0.52% | · | 0.26% | 1.1% | · | -3.0% | -0.91% | · | -1.6% | 1.1% | 0.88% | · | 4.2% |
Liquidität & Solvenz 2
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | · | 1.9 | 1.9 | · | 1.9 | 2.0 | · | 2.0 | 2.1 | 2.0 | · | 1.9 | |
| Quick Ratio | 0.9 | 0.9 | · | 0.9 | 1.0 | · | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 |
Effizienz 3
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | · | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 0.6 | 0.6 | · | 0.6 | 0.6 | · | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.7 | |
| Receivables Turnover | 6.6 | 5.6 | · | 6.1 | 6.4 | · | 5.3 | 5.4 | · | 4.8 | 5.3 | 4.9 | · | 4.9 |
Bewertung (TTM) 5
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $329M | $327M | · | $322M | $326M | · | $333M | $362M | · | · | $455M | $472M | · | $494M | |
| Net Income TTM | $6M | $6M | · | $68.0K | $-8M | · | $-15M | $-263.0K | · | $9M | $58M | $62M | · | $65M | |
| P/E | 22.0 | 23.0 | · | · | -18.3 | · | -8.0 | -391.8 | · | 16.9 | 2.2 | · | · | 2.9 | |
| Earnings Yield | 4.5% | 4.3% | · | 0.00% | -5.5% | · | -12.6% | -0.26% | · | 5.9% | 44.6% | · | · | 34.3% | |
| Payout Ratio | · | 155.0% | · | · | · | · | · | -131.8% | · | · | · | 98.3% | · | · |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-11-29 | 2024-11-30 | 2023-11-25 | 2022-11-26 | 2021-11-27 | |
|---|---|---|---|---|---|
| Umsatz | $335M | $330M | $390M | $486M | $431M |
| Bruttogewinnmarge % | 56.3% | 54.4% | 52.9% | 51.1% | — |
| Betriebsgewinnmarge % | 2.3% | -4.9% | -0.80% | 7.2% | 5.3% |
| Nettoergebnis | $6M | $-10M | $-3M | $65M | $18M |
| Verwässerte EPS | $0.70 | $-1.11 | $-0.36 | $6.95 | $1.83 |
Bilanz
| 2025-11-29 | 2024-11-30 | 2023-11-25 | 2022-11-26 | 2021-11-27 | |
|---|---|---|---|---|---|
| Liquiditätsgrad | 1.9 | 1.9 | 2.0 | 1.9 | 1.3 |
| Quick Ratio | 1.0 | 1.0 | 1.1 | 1.0 | 0.6 |
Cashflow
| 2025-11-29 | 2024-11-30 | 2023-11-25 | 2022-11-26 | 2021-11-27 | |
|---|---|---|---|---|---|
| Freier Cashflow | $9M | $-1M | $1M | $-24M | $4M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.
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Institutionelle Eigentümer (13F) 79 Einreicher · $83.5M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 18 (+6 vs. Vorquartal) | 20 (+15 vs. Vorquartal) | 19 (-7 vs. Vorquartal) | 21 (+4 vs. Vorquartal) | +718K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $11.624.178 | 655.992 | 13,92% | Aktien |
| AEGIS FINANCIAL CORP | $9.753.318 | 550.413 | 11,68% | Aktien |
| GAMCO INVESTORS, INC. ET AL | $9.597.701 | 541.631 | 11,49% | Aktien |
| VANGUARD GROUP INC | $7.588.073 | 452.749 | 9,08% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.363.305 | 359.103 | 7,62% | Aktien |
| AMERIPRISE FINANCIAL INC | $6.133.602 | 346.140 | 7,34% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $5.112.982 | 288.543 | 6,12% | Aktien |
| GABELLI FUNDS LLC | $3.304.780 | 186.500 | 3,96% | Aktien |
| Truffle Hound Capital, LLC | $2.658.000 | 150.000 | 3,18% | Aktien |
| Peapod Lane Capital LLC | $2.194.941 | 123.868 | 2,63% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $1.932.610 | 109.064 | 2,31% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.683.932 | 95.030 | 2,02% | Aktien |
| RBF Capital, LLC | $1.671.102 | 94.306 | 2,00% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $1.402.077 | 79.055 | 1,68% | Aktien |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.342.751 | 75.776 | 1,61% | Aktien |
| Bank of New York Mellon Corp | $1.259.059 | 71.053 | 1,51% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $1.078.563 | 60.867 | 1,29% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $919.952 | 51.916 | 1,10% | Aktien |
| Empowered Funds, LLC | $745.587 | 42.076 | 0,89% | Aktien |
| BEACON INVESTMENT ADVISORS LLC | $715.046 | 40.352 | 0,86% | Aktien |
| STATE STREET CORP | $684.843 | 38.648 | 0,82% | Aktien |
| MARSHALL WACE, LLP | $645.008 | 36.400 | 0,77% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $517.389 | 29.198 | 0,62% | Aktien |
| HSBC HOLDINGS PLC | $485.279 | 26.693 | 0,58% | Aktien |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $426.733 | 24.082 | 0,51% | Aktien |
| Westhampton Capital, LLC | $364.518 | 20.571 | 0,44% | Aktien |
| NORTHERN TRUST CORP | $345.593 | 19.503 | 0,41% | Aktien |
| Marquette Asset Management, LLC | $300.461 | 16.956 | 0,36% | Aktien |
| Qube Research & Technologies Ltd | $285.540 | 16.114 | 0,34% | Aktien |
| BANK OF AMERICA CORP /DE/ | $245.883 | 13.876 | 0,29% | Aktien |
| FourThought Financial Partners, LLC | $231.193 | 13.047 | 0,28% | Aktien |
| GOLDMAN SACHS GROUP INC | $230.555 | 13.011 | 0,28% | Aktien |
| BlackRock, Inc. | $180.000 | 10.158 | 0,22% | Aktien |
| SouthState Bank Corp | $155.582 | 8.780 | 0,19% | Aktien |
| 1620 INVESTMENT ADVISORS, INC. | $153.367 | 8.655 | 0,18% | Aktien |
| Teton Advisors, Inc. | $152.000 | 10.000 | 0,18% | Aktien |
| Aster Capital Management (DIFC) Ltd | $136.249 | 7.689 | 0,16% | Aktien |
| BARCLAYS PLC | $122.144 | 6.893 | 0,15% | Aktien |
| Russell Investments Group, Ltd. | $118.376 | 6.680 | 0,14% | Aktien |
| MORGAN STANLEY | $90.346 | 5.098 | 0,11% | Aktien |
| UBS Group AG | $79.846 | 4.506 | 0,10% | Aktien |
| Vanguard Global Advisers, LLC | $67.017 | 3.782 | 0,08% | Aktien |
| FMR LLC | $59.787 | 3.374 | 0,07% | Aktien |
| Integrated Wealth Concepts LLC | $59.096 | 3.335 | 0,07% | Aktien |
| Nalls Sherbakoff Group, LLC | $48.730 | 2.750 | 0,06% | Aktien |
| CITADEL ADVISORS LLC | $41.447 | 2.339 | 0,05% | Aktien |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $33.026 | 2.334 | 0,04% | Aktien |
| ROYAL BANK OF CANADA | $33.000 | 1.886 | 0,04% | Aktien |
| Atlantic Union Bankshares Corp | $25.517 | 1.440 | 0,03% | Aktien |
| JANE STREET GROUP, LLC | $25.251 | 1.425 | 0,03% | Aktien |
| PNC Financial Services Group, Inc. | $13.449 | 759 | 0,02% | Aktien |
| TRUIST FINANCIAL CORP | $11.270 | 636 | 0,01% | Aktien |
| OSAIC HOLDINGS, INC. | $10.414 | 587 | 0,01% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $9.748 | 550 | 0,01% | Aktien |
| Ares Financial Consulting, LLC | $9.498 | 536 | 0,01% | Aktien |
| Arax Advisory Partners | $8.594 | 485 | 0,01% | Aktien |
| GAMMA Investing LLC | $6.663 | 376 | 0,01% | Aktien |
| NISA INVESTMENT ADVISORS, LLC | $5.794 | 327 | 0,01% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $5.741 | 324 | 0,01% | Aktien |
| ACADIAN ASSET MANAGEMENT LLC | $4.484 | 253.408 | 0,01% | Aktien |
| Steward Partners Investment Advisory, LLC | $3.544 | 200 | 0,00% | Aktien |
| FIFTH THIRD BANCORP | $3.544 | 200 | 0,00% | Aktien |
| JPMORGAN CHASE & CO | $3.338 | 183 | 0,00% | Aktien |
| CWM, LLC | $3.212 | 227 | 0,00% | Aktien |
| SBI Securities Co., Ltd. | $1.294 | 73 | 0,00% | Aktien |
| Allworth Financial LP | $1.081 | 61 | 0,00% | Aktien |
| WELLS FARGO & COMPANY/MN | $957 | 54 | 0,00% | Aktien |
| IFP Advisors, Inc | $921 | 52 | 0,00% | Aktien |
| Essential Partners LLC | $886 | 50 | 0,00% | Aktien |
| GROUP ONE TRADING LLC | $673 | 38 | 0,00% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $514 | 29 | 0,00% | Aktien |
| SALEM INVESTMENT COUNSELORS INC | $443 | 25 | 0,00% | Aktien |
| True Wealth Design, LLC | $426 | 24 | 0,00% | Aktien |
| ROTHSCHILD INVESTMENT LLC | $319 | 18 | 0,00% | Aktien |
| EverSource Wealth Advisors, LLC | $71 | 4 | 0,00% | Aktien |
| Motiv8 Investments LLC | $42 | 2.500 | 0,00% | Aktien |
| Wealth Enhancement Trust Services, Inc. | $35 | 2 | 0,00% | Aktien |
| Farther Finance Advisors, LLC | $18 | 1 | 0,00% | Aktien |
| Covestor Ltd | $1 | 40 | 0,00% | Aktien |
Unternehmensinsider 27 Insider · 15 Führungskräfte · 12 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Robert H Spilman JR | Chairman & CEO | 17. Juli 2017 F | 174.883 | 0 | 0 | $0 |
| John Michael Daniel | SVP, Chief Financial Officer | 17. Juli 2017 F | 40.493 | 0 | 0 | $0 |
| Barry Safrit | Senior Vice President/CFO | 17. Oktober 2007 A | 3.055 | 0 | 0 | $0 |
| Jay R Hervey | Vice Pres Sec & Gen Counsel | 2. August 2017 S | 7.331 | 0 | 0 | $0 |
| David C Baker | SVP, Corporate Retail | 17. Juli 2017 F | 26.951 | 0 | 0 | $0 |
| Bruce Cohenour | SR VP, SALES & MERCHANDISING | 17. Juli 2017 F | 29.825 | 0 | 0 | $0 |
| Mark S Jordan | SVP, Upholstery | 17. Juli 2017 F | 10.160 | 0 | 0 | $0 |
| John E Bassett III | Senior Vice President, Wood | 17. Juli 2017 F | 40.684 | 0 | 0 | $0 |
| Paul Fulton | Chairman Emeritus | 8. März 2017 A | 63.529 | 0 | 0 | $0 |
| Jason Camp | Senior VP, Retail | 9. Februar 2015 M | 32.340 | 0 | 0 | $0 |
| Matthew S Johnson | VP-Product Development | 14. Juli 2010 A | 4.639 | 0 | 0 | $0 |
| Brian C Lunsford | Controller | 24. Februar 2004 A | — | 0 | 0 | $0 |
| Thomas M Brockman | Vice President-Wood Manufactur | 24. Februar 2004 A | — | 0 | 0 | $0 |
| Charles T King | VP RETAIL LICENSEE PROGRAM | 24. Februar 2004 A | 1 | 0 | 0 | $0 |
| Keith Sanders | Executive Vice President | 24. Februar 2004 A | 0 | 0 | 0 | $0 |
| Kristina K Cashman | Direktor | 14. Juli 2017 S | 8.614 | 0 | 0 | $0 |
| John Walter Mcdowell | Direktor | 8. März 2017 A | 7.310 | 0 | 0 | $0 |
| William C Wampler Jr | Direktor | 8. März 2017 A | 12.604 | 0 | 0 | $0 |
| William C Warden JR | Direktor | 8. März 2017 A | 26.986 | 0 | 0 | $0 |
| John R Belk | Direktor | 8. März 2017 A | 15.934 | 0 | 0 | $0 |
| George W Henderson III | Direktor | 8. März 2017 A | 21.986 | 0 | 0 | $0 |
| Dale Pond | Direktor | 1. April 2016 A | 22.774 | 0 | 0 | $0 |
| Howard H Haworth | Direktor | 1. April 2016 A | 9.222 | 0 | 0 | $0 |
| Peter W Brown DR | Direktor | 1. April 2016 A | 20.052 | 0 | 0 | $0 |
| David A Stonecipher | Direktor | 1. April 2003 A | 9.830 | 0 | 0 | $0 |
| Jack Leroy Hawn JR | — | 24. Februar 2016 S | 21.259 | 0 | 0 | $0 |
| Dennis Hoy | — | 24. Februar 2004 A | — | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 7 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| Auto Services Company, Inc., ASC Holding Company, Inc., Bradley L. Hasselwander ×3 Einreichungen | 28. Juni 2024 | — | Erste Einreichung | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×3 Einreichungen | 18. März 2021 | — | Erste Einreichung | — | SEC |
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×9 Einreichungen | 13. April 2020 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter | 20. Oktober 2008 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter | 17. Oktober 2008 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter | 10. April 2008 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter | 28. Januar 2008 | — | Erste Einreichung | Vorstandskampagne | 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.
ETF-Besitz Gehalten von 22 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 25.089 SH | 8. August 2026 | Täglich |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 12.579 NS | 31. Mai 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 34.318 NS | 30. April 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 57.159 NS | 30. April 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 383 NS | 31. Mai 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 53.724 NS | 31. Mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 29.259 NS | 30. April 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,00% | 3.943 SH | 8. August 2026 | Täglich |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 3.960 NS | 31. Mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 300 NS | 31. Mai 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 303 NS | 31. Mai 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.023 NS | 30. April 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 8 NS | 31. Mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 13.902 NS | 30. April 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 2.900 NS | 30. April 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 1.060 NS | 31. Mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 534 NS | 30. April 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 99.257 SH | 8. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 252.322 SH | 8. August 2026 | Täglich |
| DFUS · Dimensional ETF Trust | 0,00% | 306 NS | 30. April 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 30. April 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 12 NS | 30. April 2026 | N-PORT |