HY Hyster-Yale, Inc. Class A common stock
$33,78
Kurs · Aug 19, 2026
Fundamentaldaten per Aug 4, 2026
52W-Spanne
$26–$41
49% of range
Analystenbewertung
BUY
10 analysts
Kursziel
$50
+48% upside
P/E (TTM)
-8.7
ROE
-12.7%
Nettogewinnmarge
-1.6%
Über Hyster-Yale, Inc. Class A common stock Unternehmensübersicht von Wikipedia
Hyster-Yale Materials Handling, Inc. ist ein amerikanischer Hersteller von Flurförderzeugen. Er entstand 2012 als Ausgründung aus den NACCO Industries. Innerhalb der USA ist Hyster-Yale der größte Hersteller von Gabelstaplern und ist außerdem in den separaten Segmenten Anbaugeräte und Brennstoffzellen tätig.
Mehr lesen
Hyster-Yale Materials Handling, Inc. ist ein amerikanischer Hersteller von Flurförderzeugen. Er entstand 2012 als Ausgründung aus den NACCO Industries (bzw. NACCO Materials Handling Group). Innerhalb der USA ist Hyster-Yale der größte Hersteller von Gabelstaplern und ist außerdem in den separaten Segmenten Anbaugeräte und Brennstoffzellen tätig.
Geschichte
Hyster
Die 1929 in Portland, Oregon gegründete Willamette-Ersted Company stellte zunächst Holzgreifer und Seilwinden her für die Holzindustrie. Einer Gründungslegende des Unternehmens soll die Bezeichnung Hyster und die damit verbundene Umbenennung in Willamette-Hyster auf einen Ausruf der Holzarbeiter („hoist er“) beim Anheben der Lasten zurückgehen. 1934 stellte das Unternehmen seinen ersten Portalhubwagen vor und nahm im Folgejahr mit dem Modell BT die serienmäßige Gabelstaplerproduktion auf. 1944 änderte das Unternehmen seinen Namen in Hyster Company und baut seine Reputation im Bereich langlebiger und schwerer Hebefahrzeuge aus. Der Vertrieb wurde während des Zweiten Weltkriegs nach Übersee ausgedehnt und in der Folge ein weltweites Produktions- und Händlernetz aufgebaut.
1959 wurde unter Beteiligung von Henry Dreyfuss das Monotrol-Pedal erfunden. Es erlaubt die Fahrtrichtungsstellung und Geschwindigkeitsregelung mit nur einem Pedal. 1989 wurde Hyster von NACCO übernommen.
Yale
Die Firma Yale wurde 1844 in Newport im Herkimer County von Linus Yale senior als Hersteller von Schlössern gegründet. Im Jahr 1868 ging er eine Geschäftspartnerschaft mit Henry Towne ein. Das in Yale and Towne Manufacturing umbenannte Unternehmen verlegte seinen Sitz nach Stamford, nachdem Linus Yale noch im selben Jahr gestorben war. 1875 wurde die Herstellung von Flurförderzeugen aufgenommen. Durch die Erweiterung des Geschäftsfeldes wurde Yale and Towne zum größten Arbeitgeber im Umfeld von Stamford.
Im Jahr 1920 übernahm Yale and Towne die auf Staten Island ansässige Firma C.W. Hunt Co., die im Vorjahr den ersten batteriebetriebenen Plattenhubwagen mit geringem Hub entwickelt hatte. Gleichzeitig brachte Yale and Towne unter der Marke Yale eine Anzahl batteriebetriebener Hubwagen mit größerem Hub, Batterieschlepper und einen ersten Gabelstapler mit neigbarer Gabel auf den Markt. 1934 weitete das Unternehmen seine Geschäfte nach Übersee aus, indem es eine Fabrik in Wednesfield im englischen Industriegebiet Black Country eröffnete. Gleichzeitig begann der Vertrieb in Japan über eine Partnerschaft mit der Firma Kiichi Harada.
1950 erweiterte Yale and Towne seine Produktpalette um Fahrzeuge mit Diesel-, Gas und Flüssiggasantrieb. Außerdem wurden erstmals Fluidkupplungen und Hypoidantriebe bei Gabelstaplern eingesetzt. 1974 eröffnete Yale and Towne in Greenville eine Fabrik für Elektrofahrzeuge. Zehn Jahre später wurde das Unternehmen zur Yale Materials Handling Corporation umgebildet und 1985 durch North American Coal übernommen, die ein Jahr später in der NACCO-Holding aufging. Die Schlossherstellersparte von Yale gehört seit August 2000 zu der schwedischen Assa Abloy.
Hyster-Yale
Nachdem NACCO neben der Marke Yale mit der bis dahin im Besitz der Gründerfamilie befindlichen Marke Hyster über zwei Produktlinien im gleichen Segment verfügte, wurde 1989 die NACCO Materials Handling Group (NMHG) für die Zusammenführung der beiden Unternehmen gegründet. 1996 wurden Produktionsstätten in Masate und Modena in Norditalien erworben. In der Folge brachte NMHG eine umfangreiche Palette von Gabelstaplern für Lageranwendungen in Europa, dem Nahen Osten und Afrika auf den Markt. Ab 2000 wurde schrittweise die Harmonisierung und Standardisierung der Schlüsselkomponenten wie Steuerungen und Deichseln in Angriff genommen. Im Rahmen eines umfassenden Investitionsprogramms wurde in Nijmegen in den Niederlanden ein Zentrum für die Entwicklung und Produktion großer Stapler etabliert. 2005 brachte das Unternehmen unter beiden Marken komplett neue Produktlinien von Staplern mit Verbrennungsmotor auf einer gemeinsamen modularen Designplattform heraus. Die modulare Designstrategie wurde 2009 mit einer neuen Generation elektrisch betriebener Gegengewichtsstapler fortgesetzt.
Im Jahr 2012 erfolgte die Ausgründung des Staplergeschäfts aus der NACCO Industries Inc als Hyster-Yale Materials Handling, Inc, als deren Betriebsgesellschaft die NMHG tätig blieb. Zwei Jahre später wurde mit der Nuvera Fuel Cells. LLC ein Unternehmen für Brennstoffzellen und Wasserstofferzeugung übernommen. Anfang 2016 wurde die NMHG in Hyster-Yale Group umfirmiert und übernahm im selben Frühjahr von Speedshield Technology das Vertriebs- und Servicegeschäft im Telematikbereich für die Vereinigten Staaten und Großbritannien. Außerdem wurde Bolzoni S.P.A. mit ihrer Staplerzubehörpalette unter den Marken Bolzoni Auramo und Meyer erworben. Im Sommer 2018 beteiligte sich Hyster-Yale mit einem Anteil von 75 Prozent an der Zhejiang Maximal Forklift Company Limited, die in Hyster-Yale Maximal umbenannt wurde.
Im Jahr 2021 erzielte Hyster-Yale mit seinen weltweit 8.100 Mitarbeitern bei einem Umsatz von 3,1 Milliarden US-Dollar einen operativen Verlust von 152 Millionen US-Dollar.
Quelle: Wikipedia, CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
HY Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$33.77
Marktkapitalisierung
—
P/E (TTM)
-8.7
EPS (TTM)
$-3.40
Umsatz (TTM)
$3.77B
Dividendenrendite
—
ROE
-12.7%
Verschuldungsgrad
0.0
52W-Spanne
$26 – $41
HY Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Configure
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz & Nettoergebnis
$3.77B
2016-12-31
→
2025-12-31
EPS
$-3.40
2016-12-31
→
2025-12-31
Freier Cashflow
$24M
2016-12-31
→
2025-12-31
Margen
-1.6%
2016-12-31
→
2025-12-31
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Kennzahl
5-Jahres-Trend
HY
Peer-Median
P/E (TTM)
-8.7
40.7
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Kennzahl
5-Jahres-Trend
HY
Peer-Median
Gross Margin (Bruttogewinnmarge)
16.8%
35.8%
Operating Margin (Betriebsgewinnmarge)
-0.59%
—
Net Profit Margin (Nettogewinnmarge)
-1.6%
2.0%
ROA
-3.0%
1.6%
ROE
-12.7%
3.3%
ROIC
-6.2%
—
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Kennzahl
5-Jahres-Trend
HY
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
0.0
—
Current Ratio (Liquiditätsgrad)
1.3
2.1
Quick Ratio
0.6
—
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kennzahl
5-Jahres-Trend
HY
Peer-Median
Revenue YoY (Umsatz YoY)
-12.5%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
2.0%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
6.0%
—
EPS YoY (EPS VjV)
11.1%
—
Net Income YoY (Nettogewinn YoY)
13.0%
—
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Kennzahl
5-Jahres-Trend
HY
Peer-Median
Payout Ratio (Ausschüttungsquote)
-42.3%
—
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite
—
Ausschüttungsquote
-42.3%
5J Div CAGR
—
| Ex-Datum | Betrag |
|---|---|
| 1. Juni 2026 | $0,3650 |
| 27. Februar 2026 | $0,3600 |
| 1. Dezember 2025 | $0,3600 |
| 29. August 2025 | $0,3600 |
| 30. Mai 2025 | $0,3600 |
| 28. Februar 2025 | $0,3500 |
| 29. November 2024 | $0,3500 |
| 30. August 2024 | $0,3500 |
| 31. Mai 2024 | $0,3500 |
| 29. Februar 2024 | $0,3250 |
| 30. November 2023 | $0,3250 |
| 31. August 2023 | $0,3250 |
| 31. Mai 2023 | $0,3250 |
| 28. Februar 2023 | $0,3230 |
| 30. November 2022 | $0,3230 |
| 31. August 2022 | $0,3230 |
| 31. Mai 2022 | $0,3230 |
| 7. März 2022 | $0,3230 |
| 30. November 2021 | $0,3230 |
| 31. August 2021 | $0,3230 |
HY Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
KAUF
10 Analysten
- Starker Kauf 3 30,0%
- Kauf 6 60,0%
- Halten 1 10,0%
- Verkauf 0 0,0%
- Starker Verkauf 0 0,0%
12-Monats-Kursziel
2 Analysten · 2026-08-15
Median
$50.00
← Unter allen Zielen
$33.77
Tief
$45.00
Hoch
$55.00
Median-Ziel
$50.00
+48,0%
Mittelwert-Ziel
$50.00
+48,0%
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
-0.13%
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $-1.64 | $-2.11 | 0.47% |
| 31. März 2026 | $-1.64 | $-1.85 | 0.21% |
| 31. Dezember 2025 | $-2.06 | $-1.30 | -0.76% |
| 30. September 2025 | $-0.09 | $-0.14 | 0.05% |
| 30. Juni 2025 | $-0.14 | $0.61 | -0.75% |
| 31. März 2025 | $0.49 | $0.48 | 0.01% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| HY | — | -8.7 | -12.5% | -1.6% | -12.7% | 16.8% |
| GHM | $874M | 70.5 | 16.9% | 5.1% | 9.3% | 23.5% |
| TNC | $1.32B | 31.2 | -6.5% | 3.6% | 7.2% | 40.2% |
| SSYS | — | — | — | — | — | — |
| PKOH | $389M | 12.3 | -3.5% | 1.5% | 6.7% | — |
| MEC | $380M | -46.8 | -6.0% | -1.5% | -3.3% | — |
| DDD | — | 9.3 | -12.1% | 7.7% | 12.4% | 33.9% |
| ELMT | — | — | — | — | — | — |
| CMCO | $418M | -2.0 | 23.9% | -19.2% | -19.4% | 30.1% |
| LXFR | $360M | 48.3 | -1.9% | 2.0% | 3.3% | 23.2% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 17
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B | $2.81B | $3.29B | $3.18B | $2.89B | $2.57B | $2.58B | $2.77B | |
| Cost of Revenue | $3.14B | $3.41B | $3.33B | $3.11B | $2.71B | $2.35B | $2.75B | $2.68B | $2.38B | $2.14B | $2.15B | $2.32B | |
| Gross Profit | $633M | $896M | $786M | $434M | $363M | $465M | $542M | $497M | $503M | $428M | $431M | $448M | |
| R&D Expense | $137M | $136M | $120M | $101M | $108M | $100M | $115M | $111M | $104M | $107M | $88M | $71M | |
| SG&A Expense | $616M | $628M | $577M | $473M | $450M | $416M | $488M | $458M | $428M | $395M | $327M | $317M | |
| Operating Expenses | $655M | $651M | $577M | $473M | $516M | $416M | $488M | $458M | $428M | $395M | $327M | $299M | |
| Operating Income | $-22M | $245M | $209M | $-39M | $-152M | $50M | $54M | $39M | $74M | $33M | $104M | $149M | |
| Interest Expense | $31M | $34M | $37M | $28M | $16M | $14M | $20M | $16M | $15M | $7M | $5M | $4M | |
| Other Non-op | $0 | $2M | $-200.0K | $-6M | $1M | $-600.0K | $4M | $4M | $6M | $5M | $-400.0K | $-400.0K | |
| Pretax Income | $-43M | $219M | $181M | $-62M | $-155M | $42M | $48M | $37M | $94M | $38M | $104M | $150M | |
| Income Tax | $15M | $75M | $53M | $9M | $28M | $4M | $11M | $2M | $45M | $-4M | $29M | $40M | |
| Net Income | $-60M | $142M | $126M | $-74M | $-173M | $37M | $36M | $35M | $49M | $43M | $75M | $110M | |
| EPS (Basic) | $-3.40 | $8.16 | $7.35 | $-4.38 | $-10.29 | $2.21 | $2.15 | $2.10 | $2.95 | $2.61 | $4.58 | $6.61 | |
| EPS (Diluted) | $-3.40 | $8.04 | $7.24 | $-4.38 | $-10.29 | $2.21 | $2.14 | $2.09 | $2.94 | $2.61 | $4.57 | $6.58 | |
| Shares (Basic) | 17,670,000 | 17,442,000 | 17,137,000 | 16,901,000 | 16,818,000 | 16,775,000 | 16,645,000 | 16,540,000 | 16,447,000 | 16,376,000 | 16,307,000 | 16,607,000 | |
| Shares (Diluted) | 17,670,000 | 17,710,000 | 17,385,000 | 16,901,000 | 16,818,000 | 16,799,000 | 16,726,000 | 16,602,000 | 16,514,000 | 16,427,000 | 16,355,000 | 16,675,000 | |
| EBITDA | $24M | $292M | $254M | $4M | $-106M | $93M | $97M | $83M | $119M | $74M | $132M | $178M |
Bilanz 26
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $123M | $97M | $79M | $59M | $66M | $151M | $65M | $84M | $220M | $43M | $155M | $111M | |
| Receivables | $490M | $488M | $498M | $524M | $457M | $412M | $468M | $466M | $453M | $375M | $324M | $358M | |
| Inventory | $634M | $754M | $816M | $800M | $781M | $509M | $560M | $534M | $412M | $352M | $305M | $342M | |
| Prepaid Expense | $100M | $94M | $98M | $77M | $46M | $57M | $63M | $49M | $46M | $39M | $35M | $35M | |
| Current Assets | $1.35B | $1.43B | $1.49B | $1.46B | $1.35B | $1.13B | $1.16B | $1.13B | $1.13B | $810M | $819M | $846M | |
| PP&E (Net) | $329M | $307M | $314M | $310M | $330M | $340M | $308M | $296M | $265M | $255M | $184M | $180M | |
| PP&E (Gross) | $1.04B | $952M | $940M | $890M | $890M | $876M | $796M | $773M | $728M | $671M | $589M | $585M | |
| Accum. Depreciation | $708M | $645M | $627M | $580M | $560M | $536M | $487M | $477M | $462M | $416M | $404M | $405M | |
| Goodwill | $56M | $55M | $53M | $51M | $56M | $115M | $107M | $108M | $59M | $51M | $0 | · | |
| Intangibles | $32M | $33M | $39M | $43M | $51M | $58M | $60M | $68M | $56M | $56M | $4M | $4M | |
| Other Non-current Assets | $192M | $139M | $123M | $102M | $107M | $112M | $105M | $36M | $37M | $25M | $13M | $19M | |
| Total Assets | $2.02B | $2.03B | $2.08B | $2.03B | $1.97B | $1.86B | $1.85B | $1.74B | $1.65B | $1.29B | $1.10B | $1.12B | |
| Accounts Payable | $396M | $448M | $524M | $586M | $517M | $412M | $402M | $416M | $386M | $242M | $280M | $332M | |
| Short-term Debt | $14M | $15M | $15M | $14M | $12M | $10M | · | · | · | · | · | · | |
| Current Liabilities | $1.00B | $1.06B | $1.22B | $1.34B | $1.10B | $756M | $817M | $776M | $692M | $576M | $505M | $553M | |
| Capital Leases | $128M | $85M | $62M | $46M | $56M | $58M | $62M | $11M | $13M | $19M | $15M | $7M | |
| Deferred Tax | $8M | $8M | $13M | $13M | $13M | $15M | $15M | $18M | $13M | $11M | $0 | · | |
| Other Non-current Liabilities | $224M | $189M | $149M | $138M | $168M | $182M | $188M | $130M | $109M | $90M | $69M | $57M | |
| Total Liabilities | $1.53B | $1.54B | $1.67B | $1.80B | $1.59B | $1.21B | $1.27B | $1.18B | $1.08B | $817M | $633M | $665M | |
| Long-term Debt | $473M | $417M | $467M | $523M | $490M | $260M | $266M | $284M | $271M | $184M | $32M | $19M | |
| Total Debt | $14M | $15M | $15M | $14M | $12M | $298M | $279M | $288M | $285M | $132M | $53M | $32M | |
| Retained Earnings | $289M | $375M | $256M | $153M | $249M | $443M | $427M | $407M | $389M | $360M | $337M | $280M | |
| Treasury Stock | $14M | $14M | $0 | $0 | $4M | $6M | $16M | $24M | $32M | $37M | $42M | $49M | |
| AOCI | $-158M | $-237M | $-194M | $-246M | $-202M | $-133M | $-189M | $-178M | $-116M | $-179M | $-154M | $-101M | |
| Stockholders' Equity | $472M | $475M | $390M | $204M | $357M | $617M | $544M | $527M | $566M | $464M | $461M | $454M | |
| Liabilities + Equity | $2.02B | $2.03B | $2.08B | $2.03B | $1.97B | $1.86B | $1.85B | $1.74B | $1.65B | $1.29B | $1.10B | $1.12B |
Cashflow 19
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $48M | $45M | $43M | $46M | $43M | $43M | $44M | $43M | $39M | $29M | $30M | |
| Stock-based Comp | $8M | $24M | $29M | $6M | $4M | $1M | $8M | $6M | $9M | $5M | $3M | $6M | |
| Deferred Tax | $-2M | $-8M | $-1M | $-100.0K | $20M | $-2M | $-7M | $-3M | $8M | $-7M | $-1M | $2M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $5M | $6M | $7M | $7M | $6M | $5M | $500.0K | · | |
| Restructuring | $38M | $23M | $0 | $0 | $400.0K | · | · | · | · | · | · | · | |
| Other Non-cash | $94M | $-35M | $-48M | $65M | $-150M | $88M | $-4M | $-14M | $56M | $-128M | $-16M | $-47M | |
| Operating Cash Flow | $86M | $171M | $151M | $41M | $-254M | $167M | $77M | $68M | $165M | $-49M | $89M | $100M | |
| CapEx | $62M | $48M | $35M | $29M | $44M | $52M | $50M | $39M | $41M | $43M | $47M | $48M | |
| Investing Cash Flow | $-63M | $-48M | $-34M | $-35M | $-24M | $-44M | $-42M | $-111M | $-47M | $-145M | $-31M | · | |
| Debt Issued | $148M | $169M | $139M | $135M | $120M | $72M | $68M | $72M | $266M | $40M | $46M | $31M | |
| Net Debt Issued | $-23M | $-30M | $-22M | $37M | $58M | $-12M | $-24M | $-72M | $190M | $-16M | $11M | $-6M | |
| Stock Repurchased | $-4M | $-14M | $0 | $0 | · | · | · | · | · | $0 | $100.0K | $48M | |
| Net Stock Activity | $4M | $14M | · | · | · | · | · | · | · | $0 | $-100.0K | $-48M | |
| Dividends Paid | $25M | $24M | $22M | $22M | $22M | $21M | $21M | $20M | $20M | $19M | $18M | $18M | |
| Financing Cash Flow | $-800.0K | $-100M | $-100M | $-11M | $194M | $-41M | $-52M | $-88M | $53M | $78M | $-7M | · | |
| Net Change in Cash | $27M | $18M | $20M | $-6M | $-86M | $87M | $-19M | $-136M | $177M | $-112M | $44M | $-64M | |
| Taxes Paid | $37M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $24M | $123M | $115M | $12M | $-298M | $115M | $27M | $29M | $124M | $-92M | $43M | $52M | |
| Levered FCF | $-19M | $101M | $89M | $-21M | $-316M | $103M | $12M | $14M | $116M | $-99M | $39M | $49M |
Rentabilität 8
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 16.8% | 20.8% | 19.1% | 12.2% | 11.8% | 16.6% | 16.5% | 15.7% | 17.4% | 16.6% | 16.7% | 16.2% | |
| Operating Margin | -0.59% | 5.7% | 5.1% | -1.1% | -5.0% | 1.8% | 1.6% | 1.2% | 2.6% | 1.4% | 4.0% | 5.4% | |
| Net Margin | -1.6% | 3.3% | 3.1% | -2.1% | -5.6% | 1.3% | 1.1% | 1.1% | 1.7% | 1.7% | 2.9% | 4.0% | |
| Pretax Margin | -1.1% | 5.1% | 4.4% | -1.8% | -5.0% | 1.5% | 1.5% | 1.1% | 3.2% | 1.5% | 4.0% | 5.4% | |
| EBITDA Margin | 0.63% | 6.8% | 6.2% | 0.12% | -3.5% | 3.3% | 2.9% | 2.6% | 4.1% | 2.9% | 5.1% | 6.5% | |
| ROA | -3.0% | 6.9% | 6.1% | -3.7% | -9.0% | 2.0% | 2.0% | 2.1% | 3.3% | 3.6% | 6.7% | 9.6% | |
| ROE | -12.7% | 32.9% | 42.4% | -26.4% | -35.5% | 6.4% | 6.7% | 6.3% | 9.4% | 9.3% | 16.3% | 24.3% | |
| ROIC | -6.2% | 32.9% | 36.5% | -20.5% | -48.9% | 5.0% | 5.0% | 4.5% | 4.7% | 6.5% | 14.5% | 22.5% |
Liquidität & Solvenz 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 | 1.5 | 1.4 | 1.5 | 1.6 | 1.4 | 1.6 | 1.6 | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.4 | 0.5 | 0.7 | 0.7 | 0.7 | 1.0 | 0.7 | 0.9 | 0.8 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.5 | 0.5 | 0.5 | 0.5 | 0.3 | 0.1 | 0.1 | |
| LT Debt / Equity | · | · | · | · | · | 0.3 | 0.4 | 0.4 | 0.4 | 0.2 | 0.0 | 0.0 | |
| Interest Coverage | -0.7 | 7.2 | 5.6 | -1.4 | -9.8 | 3.6 | 2.7 | 2.4 | 5.2 | 5.2 | 22.0 | 38.2 |
Effizienz 3
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.9 | 2.1 | 2.0 | 1.8 | 1.6 | 1.5 | 1.8 | 1.9 | 2.0 | 2.2 | 2.3 | 2.4 | |
| Inventory Turnover | 4.5 | 4.3 | 4.1 | 3.9 | 4.2 | 4.4 | 5.0 | 5.7 | 6.2 | 6.5 | 6.6 | 6.9 | |
| Receivables Turnover | 7.7 | 8.7 | 8.1 | 7.2 | 7.1 | 6.4 | 7.1 | 6.9 | 7.0 | 7.3 | 7.6 | 7.7 |
Wachstumsraten 8
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -12.5% | 4.6% | 16.1% | 15.4% | 9.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.0% | 11.9% | 13.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 11.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | 13.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 50.3% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 6
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B | $2.81B | $3.29B | $3.18B | $2.89B | $2.57B | $2.58B | $2.77B | |
| Net Income TTM | $-60M | $142M | $126M | $-74M | $-173M | $37M | $36M | $35M | $49M | $43M | $75M | $110M | |
| P/E | -8.7 | 6.3 | 8.6 | -5.8 | -4.0 | 26.9 | 27.6 | 29.6 | 29.0 | 24.4 | 11.5 | 11.1 | |
| Earnings Yield | -11.4% | 15.8% | 11.6% | -17.3% | -25.0% | 3.7% | 3.6% | 3.4% | 3.5% | 4.1% | 8.7% | 9.0% | |
| Payout Ratio | -42.3% | 16.9% | 17.7% | -29.4% | -12.5% | 57.4% | 58.7% | 58.8% | 40.7% | 44.9% | 24.6% | 16.2% | |
| Annual Payout | $25M | $24M | $22M | $22M | $22M | $21M | $21M | $20M | $20M | $19M | $18M | $18M |
Gewinn- und Verlustrechnung 15
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $813M | $795M | $923M | $979M | $957M | $910M | $1.07B | $1.02B | $1.17B | $1.06B | $1.03B | $1.00B | $1.09B | $999M | $985M | $840M | |
| Cost of Revenue | $685M | $670M | $792M | $823M | $788M | $733M | $860M | $823M | $909M | $821M | $818M | $798M | $893M | $825M | $838M | $753M | |
| Gross Profit | $128M | $125M | $131M | $156M | $168M | $178M | $208M | $193M | $259M | $236M | $210M | $204M | $198M | $174M | $147M | $87M | |
| SG&A Expense | $144M | $151M | $147M | $153M | $161M | $156M | $154M | $159M | $164M | $152M | $161M | $145M | $139M | $132M | $127M | $112M | |
| Operating Income | $-18M | $-28M | $-37M | $2M | $-8M | $21M | $32M | $33M | $96M | $84M | $49M | $59M | $59M | $43M | $20M | $-25M | |
| Interest Expense | $8M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $10M | $8M | $10M | $10M | $8M | |
| Other Non-op | $300.0K | $-200.0K | $-300.0K | $-500.0K | $500.0K | $300.0K | $600.0K | $-200.0K | $1M | $1M | $100.0K | $700.0K | $-3M | $2M | $1M | $-2M | |
| Pretax Income | $-23M | $-32M | $-42M | $-5M | $-13M | $17M | $24M | $28M | $90M | $77M | $42M | $53M | $51M | $36M | $13M | $-32M | |
| Income Tax | $8M | $-2M | $10M | $-3M | $200.0K | $8M | $13M | $10M | $26M | $25M | $16M | $16M | $12M | $9M | $5M | $4M | |
| Net Income | $-32M | $-30M | $-52M | $-2M | $-14M | $9M | $10M | $17M | $63M | $52M | $25M | $36M | $38M | $27M | $8M | $-37M | |
| EPS (Basic) | $-1.76 | $-1.71 | $-2.97 | $-0.13 | $-0.79 | $0.49 | $0.59 | $0.98 | $3.62 | $2.97 | $1.48 | $2.08 | $2.23 | $1.56 | $0.45 | $-2.20 | |
| EPS (Diluted) | $-1.76 | $-1.71 | $-2.96 | $-0.13 | $-0.79 | $0.48 | $0.56 | $0.97 | $3.58 | $2.93 | $1.42 | $2.06 | $2.21 | $1.55 | $0.45 | $-2.20 | |
| Shares (Basic) | 17,912,000 | 17,821,000 | -35,308,000 | 17,717,000 | 17,705,000 | 17,556,000 | -34,890,000 | 17,500,000 | 17,493,000 | 17,339,000 | -34,251,000 | 17,175,000 | 17,164,000 | 17,049,000 | -33,775,000 | 16,920,000 | |
| Shares (Diluted) | 17,912,000 | 17,821,000 | -35,518,000 | 17,717,000 | 17,705,000 | 17,766,000 | -35,293,000 | 17,752,000 | 17,659,000 | 17,592,000 | -34,549,000 | 17,413,000 | 17,307,000 | 17,214,000 | -33,775,000 | 16,920,000 | |
| EBITDA | $-8M | $-17M | · | $14M | $3M | $32M | · | $33M | $96M | $96M | · | $59M | $59M | $54M | · | $-25M |
Bilanz 25
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $73M | $82M | $123M | $71M | $67M | $77M | $97M | $76M | $66M | $62M | · | $78M | $66M | $65M | · | $69M | |
| Receivables | $485M | $471M | $490M | $521M | $512M | $506M | $488M | $542M | $579M | $520M | · | $512M | $582M | $536M | · | $460M | |
| Inventory | $628M | $644M | $634M | $740M | $777M | $773M | $754M | $855M | $791M | $842M | · | $815M | $820M | $855M | · | $779M | |
| Prepaid Expense | $92M | $108M | $100M | $112M | $101M | $99M | $94M | $86M | $93M | $101M | · | $95M | $84M | $88M | · | $68M | |
| Current Assets | $1.28B | $1.31B | $1.35B | $1.44B | $1.46B | $1.45B | $1.43B | $1.56B | $1.53B | $1.53B | · | $1.50B | $1.55B | $1.54B | · | $1.38B | |
| PP&E (Net) | $327M | $328M | $329M | $321M | $316M | $313M | $307M | $317M | $311M | $312M | · | $299M | $300M | $304M | · | $302M | |
| PP&E (Gross) | · | · | $1.04B | · | · | · | $952M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $708M | · | · | · | $645M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $56M | $55M | $56M | $56M | $55M | $51M | $55M | $58M | $52M | $52M | $53M | $51M | $52M | $52M | $51M | $49M | |
| Intangibles | $30M | $31M | $32M | $33M | $34M | $33M | $33M | $36M | $36M | $37M | · | $40M | $41M | $43M | · | $43M | |
| Other Non-current Assets | $182M | $181M | $192M | $143M | $149M | $144M | $139M | $139M | $133M | $136M | · | $106M | $109M | $98M | · | $103M | |
| Total Assets | $1.93B | $1.96B | $2.02B | $2.06B | $2.08B | $2.06B | $2.03B | $2.17B | $2.12B | $2.12B | $2.08B | $2.05B | $2.11B | $2.10B | $2.03B | $1.93B | |
| Accounts Payable | $414M | $400M | $396M | $472M | $465M | $464M | $448M | $528M | $507M | $566M | · | $540M | $577M | $608M | · | $533M | |
| Short-term Debt | · | · | $14M | · | · | · | $15M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1000M | $993M | $1.00B | $1.04B | $1.04B | $1.05B | $1.06B | $1.15B | $1.17B | $1.22B | · | $1.30B | $1.37B | $1.39B | · | $1.31B | |
| Capital Leases | · | · | $128M | · | · | · | $85M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $8M | $8M | $8M | $9M | $10M | $10M | $8M | $12M | $12M | $12M | · | $12M | $12M | $13M | · | $11M | |
| Other Non-current Liabilities | $208M | $211M | $224M | $168M | $177M | $179M | $189M | $172M | $161M | $166M | · | $131M | $127M | $127M | · | $167M | |
| Total Liabilities | $1.52B | $1.51B | $1.53B | $1.51B | $1.51B | $1.53B | $1.54B | $1.62B | $1.63B | $1.69B | · | $1.73B | $1.80B | $1.83B | · | $1.80B | |
| Long-term Debt | $480M | $484M | $473M | $445M | $450M | · | $417M | $443M | $476M | $448M | · | $485M | $515M | $533M | · | $515M | |
| Retained Earnings | $214M | $252M | $289M | $348M | $357M | $377M | $375M | $370M | $359M | $302M | · | $237M | $206M | $174M | · | $150M | |
| Treasury Stock | $3M | $4M | $14M | $15M | $16M | $17M | $14M | $9M | $9M | $9M | · | $0 | $100.0K | $100.0K | · | $0 | |
| AOCI | $-170M | $-166M | $-158M | $-153M | $-151M | $-204M | $-237M | $-181M | $-230M | $-218M | · | $-245M | $-225M | $-222M | · | $-332M | |
| Stockholders' Equity | $390M | $430M | $472M | $536M | $545M | $510M | $475M | $530M | $466M | $412M | · | $304M | $290M | $256M | · | $114M | |
| Liabilities + Equity | $1.93B | $1.96B | $2.02B | $2.06B | $2.08B | $2.06B | $2.03B | $2.17B | $2.12B | $2.12B | · | $2.05B | $2.11B | $2.10B | · | $1.93B |
Cashflow 17
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $12M | $11M | $12M | $11M | $12M | $12M | $12M | $12M | $11M | $11M | $11M | $11M | $10M | $11M | |
| Stock-based Comp | $1M | $4M | $-800.0K | $2M | $3M | $4M | $2M | $4M | $8M | $9M | $15M | $3M | $6M | $5M | $3M | $1M | |
| Deferred Tax | $4M | $-300.0K | $-2M | $-800.0K | $-200.0K | $1M | $-7M | $-300.0K | $-300.0K | $-500.0K | $-400.0K | $500.0K | $-900.0K | $-300.0K | $2M | $-400.0K | |
| Restructuring | $2M | $2M | $22M | $1M | $16M | $200.0K | $21M | $1M | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | $-18M | · | · | · | $-61M | · | · | · | $-50M | · | · | · | $-33M | · | · | |
| Operating Cash Flow | $17M | $-33M | $56M | $37M | $29M | $-36M | $81M | $70M | $-2M | $22M | $46M | $60M | $36M | $9M | $6M | $34M | |
| CapEx | $15M | $10M | $24M | $14M | $14M | $11M | $18M | $10M | $12M | $8M | $16M | $8M | $7M | $3M | $9M | $4M | |
| Investing Cash Flow | $-14M | $-9M | $-23M | $-14M | $-15M | $-10M | $-17M | $-12M | $-12M | $-7M | $-15M | $-8M | $-7M | $-5M | $-8M | $-4M | |
| Debt Issued | $48M | $46M | $37M | $50M | $27M | $35M | $38M | $42M | $42M | $47M | $35M | $37M | $26M | $40M | $29M | $30M | |
| Net Debt Issued | · | $10M | · | · | · | $-8M | · | · | · | $-3M | · | · | · | $1M | · | · | |
| Stock Repurchased | $0 | $700.0K | $-9M | $100.0K | $-100.0K | $4M | $-23M | $0 | $0 | $9M | $-100.0K | $0 | $0 | $100.0K | $0 | $0 | |
| Net Stock Activity | · | $-700.0K | · | · | · | $-4M | · | · | · | $-9M | · | · | · | $-100.0K | · | · | |
| Dividends Paid | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $6M | |
| Financing Cash Flow | $-11M | $1M | $18M | $-18M | $-26M | $26M | $-38M | $-51M | $19M | $-30M | $-31M | $-40M | $-26M | $-2M | $-9M | $-35M | |
| Net Change in Cash | $-9M | $-41M | $52M | $4M | $-10M | $-19M | $21M | $9M | $4M | $-17M | $600.0K | $12M | $1M | $6M | $-10M | $-7M | |
| Free Cash Flow | · | $-43M | · | · | · | $-47M | · | · | · | $15M | · | · | · | $6M | · | · | |
| Levered FCF | · | $-49M | · | · | · | $-51M | · | · | · | $9M | · | · | · | $-2M | · | · |
Rentabilität 8
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | 15.7% | · | 15.9% | 17.6% | 19.5% | · | 19.0% | 22.2% | 22.3% | · | 20.3% | 18.1% | 17.4% | · | 10.3% | |
| Operating Margin | -2.3% | -3.5% | · | 0.23% | -0.89% | 2.3% | · | 3.3% | 8.2% | 7.9% | · | 5.9% | 5.4% | 4.3% | · | -3.0% | |
| Net Margin | -3.9% | -3.8% | · | -0.23% | -1.5% | 0.94% | · | 1.7% | 5.4% | 4.9% | · | 3.6% | 3.5% | 2.7% | · | -4.4% | |
| Pretax Margin | -2.9% | -4.0% | · | -0.47% | -1.4% | 1.8% | · | 2.8% | 7.7% | 7.3% | · | 5.2% | 4.7% | 3.6% | · | -3.9% | |
| EBITDA Margin | -0.92% | -2.1% | · | 1.4% | 0.34% | 3.5% | · | 3.3% | 8.2% | 9.0% | · | 5.9% | 5.4% | 5.4% | · | -3.0% | |
| ROA | -1.6% | -1.5% | · | -0.11% | -0.66% | 0.41% | · | 0.81% | 3.0% | 2.5% | · | 1.7% | 1.9% | · | · | -1.9% | |
| ROE | -6.8% | -6.5% | · | -0.43% | -2.8% | 1.9% | · | 4.1% | 16.7% | 16.8% | · | 12.8% | 8.6% | · | · | -12.6% | |
| ROIC | -6.4% | -6.2% | · | 0.16% | -1.6% | 2.2% | · | 4.0% | 14.6% | 13.7% | · | 13.3% | 15.5% | · | · | -24.7% |
Liquidität & Solvenz 3
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.2 | 1.1 | · | · | 1.1 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.5 | · | · | 0.4 | |
| Interest Coverage | -2.4 | -3.9 | · | 0.3 | -1.1 | 2.8 | · | 3.9 | 10.9 | 9.4 | · | 6.1 | 7.0 | 4.2 | · | -3.2 |
Effizienz 3
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.5 | · | · | 0.4 | |
| Inventory Turnover | 1.0 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.2 | · | · | 1.0 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | 2.0 | 2.0 | · | 1.9 | 2.1 | · | · | 1.8 |
Bewertung (TTM) 5
| Kennzahl | Trend | Q2 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.54B | $3.64B | · | $3.86B | $4.05B | $4.15B | · | $4.24B | $4.32B | $4.15B | · | $3.93B | $3.83B | $3.56B | · | $3.31B | |
| Net Income TTM | $-78M | $-38M | · | $10M | $75M | $141M | · | $168M | $189M | $152M | · | $63M | $8M | $-55M | · | $-159M | |
| P/E | -8.0 | -15.1 | · | 69.5 | 9.4 | 5.2 | · | 6.7 | 6.5 | 7.3 | · | 12.3 | 136.2 | -15.2 | · | -2.3 | |
| Earnings Yield | -12.5% | -6.6% | · | 1.4% | 10.7% | 19.2% | · | 15.0% | 15.5% | 13.6% | · | 8.1% | 0.73% | -6.6% | · | -43.8% | |
| Payout Ratio | · | -21.0% | · | · | · | 72.1% | · | · | · | 11.1% | · | · | · | 21.1% | · | · |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Umsatz | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B |
| Bruttogewinnmarge % | 16.8% | 20.8% | 19.1% | 12.2% | 11.8% |
| Betriebsgewinnmarge % | -0.59% | 5.7% | 5.1% | -1.1% | -5.0% |
| Nettoergebnis | $-60M | $142M | $126M | $-74M | $-173M |
| Verwässerte EPS | $-3.40 | $8.04 | $7.24 | $-4.38 | $-10.29 |
Bilanz
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 |
| Liquiditätsgrad | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.4 | 0.5 |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $24M | $123M | $115M | $12M | $-298M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
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Institutionelle Eigentümer (13F) 159 Einreicher · $242.7M 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.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 30 (+5 vs. Vorquartal) | 16 (+3 vs. Vorquartal) | 58 (-2 vs. Vorquartal) | 34 (-5 vs. Vorquartal) | -367K |
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 |
|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | $27.628.016 | 788.021 | 11,39% | Aktien |
| VANGUARD GROUP INC | $17.927.668 | 603.422 | 7,39% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.406.082 | 467.943 | 6,76% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $16.242.001 | 463.263 | 6,69% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $14.079.675 | 401.588 | 5,80% | Aktien |
| VALUEWORKS LLC | $13.941.002 | 397.633 | 5,74% | Aktien |
| STATE STREET CORP | $11.599.881 | 330.858 | 4,78% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $8.899.153 | 253.762 | 3,67% | Aktien |
| DEPRINCE RACE & ZOLLO INC | $8.695.742 | 267.479 | 3,58% | Aktien |
| ProShare Advisors LLC | $6.849.883 | 195.376 | 2,82% | Aktien |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.689.537 | 162.280 | 2,34% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $4.389.933 | 125.212 | 1,81% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $4.172.794 | 119.019 | 1,72% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.980.993 | 113.548 | 1,64% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.902.458 | 111.308 | 1,61% | Aktien |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.637.580 | 103.753 | 1,50% | Aktien |
| GOLDMAN SACHS GROUP INC | $3.623.521 | 103.352 | 1,49% | Aktien |
| FMR LLC | $3.532.575 | 100.758 | 1,46% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.360.957 | 95.863 | 1,38% | Aktien |
| Walleye Capital LLC | $3.329.403 | 94.963 | 1,37% | Aktien |
| D. E. Shaw & Co., Inc. | $2.705.230 | 77.160 | 1,11% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $2.677.567 | 76.371 | 1,10% | Aktien |
| Empowered Funds, LLC | $2.655.900 | 75.753 | 1,09% | Aktien |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.275.990 | 64.917 | 0,94% | Aktien |
| BANK OF AMERICA CORP /DE/ | $2.265.612 | 64.621 | 0,93% | Aktien |
| ISTHMUS PARTNERS, LLC | $2.215.687 | 63.197 | 0,91% | Aktien |
| GABELLI FUNDS LLC | $1.970.372 | 56.200 | 0,81% | Aktien |
| OP Asset Management Ltd | $1.909.789 | 54.472 | 0,79% | Aktien |
| PNC Financial Services Group, Inc. | $1.720.990 | 49.087 | 0,71% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.509.017 | 43.041 | 0,62% | Aktien |
| JOHNSON INVESTMENT COUNSEL INC | $1.493.661 | 42.603 | 0,62% | Aktien |
| CWM, LLC | $1.372.066 | 42.204 | 0,57% | Aktien |
| MCDONALD PARTNERS LLC | $1.346.501 | 38.406 | 0,55% | Aktien |
| MORGAN STANLEY | $1.336.943 | 38.133 | 0,55% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $1.304.232 | 37.200 | 0,54% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $1.268.190 | 36.172 | 0,52% | Aktien |
| VICTORY CAPITAL MANAGEMENT INC | $1.244.630 | 35.500 | 0,51% | Aktien |
| Fisher Asset Management, LLC | $1.139.870 | 32.512 | 0,47% | Aktien |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.103.198 | 31.466 | 0,45% | Aktien |
| Pacific Ridge Capital Partners, LLC | $1.094.503 | 31.218 | 0,45% | Aktien |
| AMERIPRISE FINANCIAL INC | $1.077.674 | 30.738 | 0,44% | Aktien |
| CITADEL ADVISORS LLC | $1.052.361 | 30.016 | 0,43% | Aktien |
| Manatuck Hill Partners, LLC | $1.051.800 | 30.000 | 0,43% | Aktien |
| Truvestments Capital LLC | $1.018.465 | 29.049 | 0,42% | Aktien |
| Quantinno Capital Management LP | $928.186 | 26.474 | 0,38% | Aktien |
| COOPER/HAIMS ADVISORS, LLC | $897.922 | 25.611 | 0,37% | Aktien |
| TWO SIGMA ADVISERS, LP | $864.561 | 29.100 | 0,36% | Aktien |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $764.308 | 21.800 | 0,31% | Aktien |
| Swiss National Bank | $711.718 | 20.300 | 0,29% | Aktien |
| Vanguard Global Advisers, LLC | $602.541 | 17.186 | 0,25% | Aktien |
| XTX Topco Ltd | $583.924 | 16.655 | 0,24% | Aktien |
| Bank of New York Mellon Corp | $526.601 | 15.020 | 0,22% | Aktien |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $525.867 | 17.700 | 0,22% | Aktien |
| RHUMBLINE ADVISERS | $517.934 | 14.773 | 0,21% | Aktien |
| Inspire Investing, LLC | $514.861 | 15.837 | 0,21% | Aktien |
| ALLSTATE CORP | $509.948 | 14.545 | 0,21% | Aktien |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $468.717 | 13.369 | 0,19% | Aktien |
| FEDERATED HERMES, INC. | $466.929 | 13.318 | 0,19% | Aktien |
| SHUFRO ROSE & CO LLC | $455.780 | 13.000 | 0,19% | Aktien |
| Mirae Asset Global Investments Co., Ltd. | $447.856 | 12.774 | 0,18% | Aktien |
| JPMORGAN CHASE & CO | $445.367 | 13.011 | 0,18% | Aktien |
| Trexquant Investment LP | $443.895 | 12.661 | 0,18% | Aktien |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $419.694 | 12.261 | 0,17% | Aktien |
| Skopos Labs, Inc. | $400.166 | 12.309 | 0,16% | Aktien |
| FRANKLIN RESOURCES INC | $389.376 | 11.106 | 0,16% | Aktien |
| Y-Intercept (Hong Kong) Ltd | $365.886 | 10.436 | 0,15% | Aktien |
| NEUBERGER BERMAN GROUP LLC | $360.101 | 10.271 | 0,15% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $352.018 | 10.828 | 0,15% | Aktien |
| STRS OHIO | $343.588 | 9.800 | 0,14% | Aktien |
| PRELUDE CAPITAL MANAGEMENT, LLC | $336.050 | 9.585 | 0,14% | Aktien |
| BlackRock, Inc. | $333.596 | 9.515 | 0,14% | Aktien |
| WELLS FARGO & COMPANY/MN | $330.616 | 9.430 | 0,14% | Aktien |
| Amundi | $329.880 | 9.409 | 0,14% | Aktien |
| Parvin Asset Management, LLC | $318.871 | 9.095 | 0,13% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $318.275 | 9.078 | 0,13% | Aktien |
| Man Group plc | $313.857 | 8.952 | 0,13% | Aktien |
| Nuveen, LLC | $311.158 | 8.875 | 0,13% | Aktien |
| ZACKS INVESTMENT MANAGEMENT | $300.990 | 8.585 | 0,12% | Aktien |
| LANARK FINANCIAL, INC. | $294.679 | 8.405 | 0,12% | Aktien |
| Dynamic Technology Lab Private Ltd | $292.000 | 8.316 | 0,12% | Aktien |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $290.718 | 8.292 | 0,12% | Aktien |
| Quadrature Capital Ltd | $270.242 | 7.708 | 0,11% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $268.945 | 7.671 | 0,11% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $257.772 | 7.929 | 0,11% | Aktien |
| Kohmann Bosshard Financial Services, LLC | $257.551 | 7.346 | 0,11% | Aktien |
| IEQ CAPITAL, LLC | $256.887 | 7.327 | 0,11% | Aktien |
| Olympiad Research LP | $245.841 | 7.012 | 0,10% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231.396 | 6.600 | 0,10% | Kaufoption |
| MetLife Investment Management, LLC | $227.399 | 6.486 | 0,09% | Aktien |
| Brevan Howard Capital Management LP | $221.755 | 6.325 | 0,09% | Aktien |
| STEINBERGANNA WEALTH MANAGEMENT | $218.939 | 6.245 | 0,09% | Aktien |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $208.327 | 5.942 | 0,09% | Aktien |
| State of Wyoming | $202.121 | 5.765 | 0,08% | Aktien |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $183.153 | 5.224 | 0,08% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $165.764 | 4.728 | 0,07% | Aktien |
| Invesco Ltd. | $163.309 | 4.658 | 0,07% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $153.184 | 4.369 | 0,06% | Aktien |
| OSAIC HOLDINGS, INC. | $131.713 | 3.756 | 0,05% | Aktien |
| Police & Firemen's Retirement System of New Jersey | $119.520 | 3.409 | 0,05% | Aktien |
| AlphaQuest LLC | $116.226 | 3.912 | 0,05% | Aktien |
Unternehmensinsider 143 Insider · 23 Führungskräfte · 18 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Scott Minder | SVP & Chief Financial Officer | 14. Februar 2025 F | 26.723 | 0 | 0 | $0 |
| Kenneth C Schilling | Senior Vice President and CFO | 12. Dezember 2022 J | 53.404 | 0 | 0 | $0 |
| Alfred M. Rankin, Jr. | Chairman | 15. Juni 2026 S | 152.197 | 0 | 1 | $-766 |
| Rajiv Prasad | Officer of a Subsidiary | 27. März 2026 F | 195.843 | 0 | 0 | $0 |
| Dena Mckee | VP, Controller and CAO | 27. Februar 2026 F | 3.683 | 0 | 0 | $0 |
| Jon C Taylor | Officer of a Subsidiary | 27. Februar 2026 F | 16.061 | 0 | 0 | $0 |
| Anthony J Salgado | Officer of Subsidiary | 27. Februar 2026 F | 85.454 | 0 | 0 | $0 |
| Charles F Pascarelli | Officer of a Subsidiary | 27. Februar 2026 F | 63.258 | 0 | 0 | $0 |
| Suzanne Schulze Taylor | Senior VP, GC and Secretary | 27. Februar 2026 F | 43.644 | 0 | 0 | $0 |
| Stephen J Karas | Officer of a Subsidiary | 15. Februar 2024 F | 15.190 | 0 | 0 | $0 |
| Jennifer M Langer | Controller | 15. Februar 2024 F | 14.527 | 0 | 0 | $0 |
| Gregory Breier | Vice President-Tax | 9. Februar 2023 M | 7.880 | 0 | 0 | $0 |
| Gopichand Somayajula | Executive Officer | 9. Februar 2023 M | 14.402 | 0 | 0 | $0 |
| Brian Frentzko | VP and Treasurer | 2. März 2022 M | 5.800 | 0 | 0 | $0 |
| David M Leblanc | VP, Strategy, Planning, Bsn De | 2. März 2022 M | 3.277 | 0 | 0 | $0 |
| Colin Wilson | Officer of a subsidiary | 18. Februar 2020 M | 66.172 | 0 | 0 | $0 |
| Lauren E Miller | Officer of a subsidiary | 18. Februar 2020 M | 32.655 | 0 | 0 | $0 |
| Amy Gerbick | Assoc. General Counsel | 19. Februar 2019 F | 1.292 | 0 | 0 | $0 |
| Victoria L Rickey | Officer of a subsidiary | 27. Februar 2017 F | 8.369 | 0 | 0 | $0 |
| Charles A Bittenbender | VP, GC and Secretary | 27. Februar 2017 F | 32.666 | 0 | 0 | $0 |
| Michael Rosberg | VP GSC at NMHG | 9. Februar 2016 F | 4.342 | 0 | 0 | $0 |
| BROGAN MICHAEL P | Officer of a subsidiary | 11. Februar 2015 F | 22.258 | 0 | 0 | $0 |
| Mary D Maloney | Associate GC/Ass't Secty | 12. Februar 2014 F | 4.039 | 0 | 0 | $0 |
| Ann O'Hara | Direktor | 1. Juli 2026 A | 6.326 | 0 | 0 | $0 |
| Edward T Eliopoulos | Direktor | 1. Juli 2026 A | 17.777 | 0 | 0 | $0 |
| James Bemowski | Direktor | 1. Juli 2026 A | 22.013 | 0 | 0 | $0 |
| Vincent Poor | Direktor | 1. Juli 2026 A | 23.781 | 0 | 0 | $0 |
| Carolyn Corvi | Direktor | 1. Juli 2026 A | 29.515 | 0 | 0 | $0 |
| Colleen Batcheler | Direktor | 1. Juli 2026 A | 10.146 | 0 | 0 | $0 |
| John P Jumper | Direktor | 1. Juli 2026 A | 30.167 | 0 | 0 | $0 |
| Gary L Collar | Direktor | 1. Juli 2026 A | 12.365 | 0 | 0 | $0 |
| David B. Williams | Direktor | 1. Juli 2026 A | 25.704 | 0 | 0 | $0 |
| Britton T Taplin | Direktor | 1. Juli 2026 A | 390.447 | 0 | 0 | $0 |
| Claiborne R Rankin | Direktor | 1. Juli 2026 A | 246.575 | 0 | 0 | $0 |
| Dennis W Labarre | Direktor | 1. Juli 2026 A | 38.939 | 0 | 0 | $0 |
| John C. Butler, Jr. | Direktor | 1. Juli 2026 A | 60.315 | 0 | 0 | $0 |
| Eugene Wong | Direktor | 3. Juli 2023 A | 37.169 | 0 | 0 | $0 |
| John M Stropki | Direktor | 1. Juli 2019 A | 13.697 | 0 | 0 | $0 |
| Joseph F Loughrey | Direktor | 3. Juli 2017 A | 4.777 | 0 | 0 | $0 |
| Michael E Shannon | Direktor | 1. Juli 2015 A | 14.855 | 0 | 0 | $0 |
| Clara T. Rankin Williams | — | 1. Juli 2026 A | 25.704 | 0 | 0 | $0 |
| Chloe O Rankin | — | 1. Juli 2026 A | 246.575 | 0 | 0 | $0 |
| Helen Rankin Butler | — | 1. Juli 2026 A | 60.315 | 0 | 0 | $0 |
| Elisabeth M Rankin | — | 15. Juni 2026 P | 475 | 1 | 0 | $766 |
| Victoire G Rankin | — | 15. Juni 2026 S | 152.197 | 0 | 1 | $-766 |
| Alison A Rankin | — | 15. Juni 2026 P | 1.240 | 1 | 1 | $0 |
| Lauran Rankin | — | 29. Mai 2026 G | 10.871 | 0 | 0 | $0 |
| Griffin B Butler | — | 29. Mai 2026 G | 1.967 | 0 | 0 | $0 |
| Margo J.V. Williams | — | 29. Mai 2026 G | 1.967 | 0 | 0 | $0 |
| Helen Charles Williams | — | 29. Mai 2026 G | 1.967 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 26 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 |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., MJG ASSOCIATES, INC., Teton Advisors, Inc., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J | 6. November 2025 | 5,70% | Änderung | — | SEC |
| Alfred M. Rankin, Jr., Clara T. Rankin Williams, Helen R. Butler, John C. Butler, Jr., David B. Williams ×52 Einreichungen | 14. März 2025 | 93,10% | Änderung | — | SEC |
| AMR Associates, L.P., Clara T. Rankin Williams, Helen R. Butler, Alfred M. Rankin, Jr. ×3 Einreichungen | 14. März 2025 | 93,10% | Änderung | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., MJG Associates, Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., Gabelli Foundation, 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 ×5 Einreichungen | 9. Mai 2024 | — | Erste Einreichung | — | SEC |
| 13. Februar 2024 | — | Erste Einreichung | — | SEC | |
| Britton T. Taplin ×2 Einreichungen | 13. Februar 2024 | — | Erste Einreichung | — | SEC |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| 14. Februar 2023 | — | Erste Einreichung | — | SEC | |
| Frank F. Taplin, Trust created by the Agreement, dated August 20, 2009, between James. T. Rankin, as trustee, and James T. Rankin, creating a trust for the benefit of James T. Rankin, Trust created by the Agreement, dated February 2, 2011, as supplemented, amended and restated, between Thomas P. K. Rankin, as trustee, and Thomas P. K. Rankin, creating a trust for the benefit of Thomas P. K. Rankin, Trust dated December 21, 2004, between Claiborne R. Rankin, as trustee, & Julia L. Rankin, creating a trust FBO Julia L. Rankin, Elisabeth Marshall Rankin Main Trust u/a/d/ December 30, 2015, as amended | 14. Februar 2023 | — | Erste Einreichung | — | SEC |
| Rankin Associates II, L.P., Rankin Management, Inc., Alfred M. Rankin, Jr., Helen R. Butler, John C. Butler, Jr., Clara T. Rankin Williams, Thomas T. Rankin, Matthew M. Rankin, Claiborne R. Rankin, Chloe O. Rankin, Roger F. Rankin, Alison A. Rankin, Corbin K. Rankin, James T. Rankin, Claiborne R. Rankin, Jr., David B. Williams, Scott W. Seelbach, Elizabeth B. Rankin, Thomas P. Rankin, Julia Rankin Kuipers, Lynne T. Rankin, Chloe R. Seelbach, BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P.K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin, 2012 Alison A. Rankin Trust, Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust No. 1, dated December 18, 1997, with Roger Rankin, Grantor, Alison A. Rankin as Trustee under Irrevocable Trust No. 2, dated September 11, 2000, for the benefit of A. Farnham Rankin, Elisabeth M. Rankin Irrevocable Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust No. 1, dated December 18, 1997, with Roger Rankin, Grantor, Alison A. Rankin as Trustee under Irrevocable Trust No. 2, dated September 11, 2000, for the benefit of Elisabeth M. Rankin ×3 Einreichungen | 14. Februar 2022 | — | Erste Einreichung | — | SEC |
| Rankin Associates IV, L.P., Alfred M. Rankin, Jr., Thomas T. Rankin, Claiborne R. Rankin, Roger F. Rankin, Helen R. Butler, Clara T. Rankin Williams, BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P.K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin ×2 Einreichungen | 14. Februar 2022 | — | Erste Einreichung | — | 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 49 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 |
|---|---|---|---|---|
| CTEX · ProShares Trust | 2,04% | 4.142 NS | 31. Mai 2026 | N-PORT |
| SMDV · ProShares Trust | 1,04% | 186.824 NS | 31. Mai 2026 | N-PORT |
| DRIV · Global X Funds | 0,88% | 115.552 NS | 31. Mai 2026 | N-PORT |
| HYDR · Global X Funds | 0,63% | 28.950 NS | 31. Mai 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,16% | 12.526 NS | 31. Mai 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,14% | 405 NS | 30. April 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,08% | 3.235 NS | 30. April 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 16.786 NS | 31. Mai 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,05% | 343.264 NS | 31. Mai 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 20.914 NS | 31. Mai 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,02% | 42.179 NS | 30. April 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 5.222 NS | 30. April 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 47.192 NS | 30. April 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 40.666 NS | 30. April 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 577 NS | 31. Mai 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 54.686 NS | 31. Mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 452 NS | 31. Mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 590 NS | 30. April 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,00% | 2.547 NS | 30. April 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 456 NS | 31. Mai 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,00% | 10.337 NS | 31. Mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 607 NS | 31. Mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 31.134 NS | 30. April 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 7.752 NS | 31. Mai 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 7.490 NS | 30. April 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.055 NS | 30. April 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 11 NS | 31. Mai 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1.182 NS | 30. April 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3.823 NS | 30. April 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 209 NS | 31. Mai 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 5.890 NS | 31. Mai 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1.444 NS | 30. April 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30. Juli 2026 | Täglich |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15. Juli 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15. Juli 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15. Juli 2026 | Täglich |
| ITOT · iShares Trust | — | — | 22. Juli 2026 | Täglich |
| IWV · iShares Trust | — | — | 18. August 2026 | Täglich |
| IWN · iShares Trust | — | — | 17. August 2026 | Täglich |
| IWM · iShares Trust | — | — | 18. August 2026 | Täglich |
| IWC · iShares Trust | — | — | 18. August 2026 | Täglich |
| SVAL · iShares Trust | — | — | 3. August 2026 | Täglich |
| PFM · Invesco Exchange-Traded Fund Trust | — | — | 13. Juli 2026 | Täglich |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13. Juli 2026 | Täglich |
| GTO · Invesco Actively Managed Exchange-T… | — | — | 18. August 2026 | Täglich |
| VIS · VANGUARD WORLD FUND | — | — | 20. Juli 2026 | Täglich |
| WSML · iShares Trust | — | — | 20. Juli 2026 | Täglich |