AMN AMN Healthcare Services Inc
NYSE · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$36.63
· of 52w range
· above low
· to high
$14.9752w low
$37.2252w high
Market Cap (MRQ)
$1.42B
P/E (TTM)
13.6
EPS (TTM)
$2.69
Revenue (TTM)
$3.43B
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52W Range
$15–$37
Analyst Rating
HOLD
Price Target
$36
P/E
13.6
ROE
15.6%
Net Profit Margin
3.1%
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AMN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$36.63
Market Cap (MRQ)
$1.42B
P/E (TTM)
13.6
EPS (TTM)
$2.69
Revenue (TTM)
$3.43B
ROE (TTM)
15.6%
52W Range
$15–$37
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.73B2016-12-31 → 2025-12-31
EPS$-2.482016-12-31 → 2025-12-31
Free Cash Flow$234M2016-12-31 → 2025-12-31
Net margin3.1%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AMN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 13.65Y avg ≈6.0 | ≈6.0 | · | · | |
| P/S (TTM) | 0.45Y avg ≈0.7 | ≈0.7 | 1.2 | Undervalued | |
| P/B (MRQ) | 1.95Y avg ≈2.9 | ≈2.9 | 2.5 | Undervalued | |
| Price / FCF (TTM) | 3.25Y avg ≈9.5 | ≈9.5 | · | · | |
| Price / Cash Flow (TTM) | 3.05Y avg ≈7.6 | ≈7.6 | 17.8 | Undervalued | |
| Price / Tangible Book (MRQ) | 2.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AMN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 27.8%5Y avg ≈31.6% | ≈31.6% | 32.2% | Weak | |
| Operating Margin (TTM) | 5.8%5Y avg ≈5.6% | ≈5.6% | 4.0% | In line | |
| EBITDA Margin (TTM) | 10.1%5Y avg ≈9.8% | ≈9.8% | 4.0% | In line | |
| Pretax Margin (TTM) | 4.8%5Y avg ≈6.6% | ≈6.6% | 3.0% | In line | |
| Net Profit Margin (TTM) | 3.1%5Y avg ≈2.8% | ≈2.8% | 2.4% | Top tier | |
| ROA (TTM) | 4.6%5Y avg ≈4.8% | ≈4.8% | 0.11% | Weak | |
| ROE (TTM) | 15.6%5Y avg ≈12.5% | ≈12.5% | 0.63% | Weak | |
| ROIC | -8.2%5Y avg ≈24.4% | ≈24.4% | 2.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AMN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.15Y avg ≈1.2 | ≈1.2 | 1.2 | Low liquidity | |
| Quick Ratio | 0.75Y avg ≈0.9 | ≈0.9 | 1.0 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AMN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -8.5%5Y avg ≈8.1% | ≈8.1% | · | · | |
| Revenue CAGR 3Y | -19.6%5Y avg ≈-4.1% | ≈-4.1% | · | · | |
| Revenue CAGR 5Y | 2.7% | · | · | · | |
| EPS YoY | -45.9%5Y avg ≈119.9% | ≈119.9% | · | · | |
| Net Income YoY | -52.6%5Y avg ≈115.5% | ≈115.5% | · | · | |
| EPS CAGR 3Y | 53.6% | · | · | · | |
| Net Income CAGR 3Y | 43.9% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AMN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.25Y avg ≈1.4 | ≈1.4 | 1.4 | In line | |
| Receivables Turnover | 6.75Y avg ≈6.4 | ≈6.4 | 9.5 | Weak | |
| Revenue / Employee | ≈$1.0M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
95.6%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $0.77 | $0.19 | 303.6% |
| March 31, 2026 | $2.10 | $1.63 | 28.6% | |
| Dec. 31, 2025 | $0.22 | $0.28 | -21.5% | |
| Sept. 30, 2025 | $0.39 | $0.20 | 93.1% | |
| June 30, 2025 | $0.30 | $0.20 | 53.6% | |
| March 31, 2025 | $0.45 | $0.21 | 116.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.73B | $2.98B | $3.79B | $5.24B | $3.98B | $2.39B | $2.22B | $2.14B | $1.99B | $1.90B | $1.46B | $1.04B | |
| Cost of Revenue | $1.96B | $2.06B | $2.54B | $3.53B | $2.67B | $1.60B | $1.48B | $1.44B | $1.34B | $1.28B | $994M | $720M | |
| Gross Profit | $774M | $919M | $1.25B | $1.72B | $1.31B | $792M | $743M | $696M | $644M | $620M | $469M | $316M | |
| SG&A Expense | $593M | $632M | $748M | $937M | $730M | $550M | $508M | $452M | $400M | $398M | $320M | $232M | |
| Operating Expenses | $830M | $1.02B | $911M | $1.07B | $832M | $643M | $567M | $494M | $432M | $428M | $340M | $248M | |
| Operating Income | $-55M | $-103M | $338M | $647M | $478M | $149M | $177M | $203M | $212M | $192M | $129M | $68M | |
| Interest Expense | · | · | $54M | $40M | $34M | $58M | $28M | $16M | $20M | $15M | $8M | $9M | |
| Pretax Income | $-101M | $-173M | $284M | $607M | $444M | $92M | $148M | $187M | $193M | $176M | $121M | $59M | |
| Income Tax | $-5M | $-26M | $74M | $163M | $117M | $21M | $34M | $45M | $60M | $70M | $39M | $25M | |
| Net Income | $-96M | $-147M | $211M | $444M | $327M | $71M | $114M | $142M | $133M | $106M | $82M | $33M | |
| EPS (Basic) | $-2.48 | $-3.85 | $5.38 | $9.96 | $6.87 | $1.49 | $2.44 | $2.99 | $2.77 | $2.21 | $1.72 | $0.71 | |
| EPS (Diluted) | $-2.48 | $-3.85 | $5.36 | $9.90 | $6.81 | $1.48 | $2.40 | $2.91 | $2.68 | $2.15 | $1.68 | $0.69 | |
| Shares (Basic) | 38,521,000 | 38,188,000 | 39,173,000 | 44,591,000 | 47,685,000 | 47,424,000 | 46,704,000 | 47,371,000 | 47,807,000 | 47,946,000 | 47,525,000 | 46,504,000 | |
| Shares (Diluted) | 38,521,000 | 38,188,000 | 39,341,000 | 44,870,000 | 48,045,000 | 47,690,000 | 47,593,000 | 48,668,000 | 49,430,000 | 49,267,000 | 48,843,000 | 48,086,000 | |
| EBITDA | $101M | $71M | $499M | $784M | $582M | $243M | $235M | $244M | $245M | $221M | $150M | $84M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $11M | $33M | $65M | $181M | $29M | $83M | $14M | $15M | $11M | $10M | $13M | |
| Receivables | $383M | $438M | $623M | $676M | $789M | $376M | $353M | $366M | $350M | $342M | $278M | $186M | |
| Prepaid Expense | $21M | $23M | $22M | $19M | $72M | $14M | $12M | $12M | $17M | $14M | $14M | $10M | |
| Other Current Assets | $60M | $53M | $46M | $66M | $67M | $41M | $40M | $40M | $51M | $35M | $24M | $17M | |
| Current Assets | $545M | $595M | $842M | $1.09B | $1.35B | $534M | $560M | $482M | $474M | $451M | $376M | $283M | |
| PP&E (Net) | $136M | $186M | $191M | $149M | $127M | $116M | $105M | $90M | $73M | $60M | $50M | $33M | |
| PP&E (Gross) | $551M | $547M | $476M | $377M | $317M | $278M | $238M | $205M | $171M | $145M | $127M | $102M | |
| Accum. Depreciation | $415M | $361M | $285M | $228M | $190M | $162M | $133M | $114M | $98M | $85M | $77M | $69M | |
| Goodwill | $756M | $897M | $1.11B | $935M | $892M | $864M | $596M | $439M | $341M | $342M | $205M | $154M | |
| Intangibles | $284M | $381M | $474M | $477M | $514M | $565M | $398M | $326M | $227M | $246M | $175M | $153M | |
| Other Non-current Assets | $283M | $258M | $237M | $172M | $157M | $135M | $120M | $96M | $74M | $58M | $48M | $39M | |
| Total Assets | $2.09B | $2.42B | $2.92B | $2.89B | $3.13B | $2.35B | $1.93B | $1.49B | $1.25B | $1.19B | $880M | $681M | |
| Accounts Payable | $162M | $184M | $344M | $476M | $425M | $168M | $156M | $150M | $130M | $138M | $119M | $79M | |
| Accrued Liabilities | $54M | $57M | $82M | $74M | $61M | $38M | $36M | $30M | $29M | $37M | $25M | · | |
| Short-term Debt | · | · | · | · | $0 | $5M | $0 | $0 | $0 | $4M | $8M | $8M | |
| Current Liabilities | $578M | $546M | $656M | $858M | $969M | $423M | $378M | $307M | $265M | $275M | $251M | $178M | |
| Capital Leases | $30M | $36M | $38M | $9M | $13M | $78M | $91M | · | · | · | · | · | |
| Deferred Tax | · | $0 | $23M | $23M | $48M | $67M | $47M | $27M | $27M | $21M | $22M | $32M | |
| Other Non-current Liabilities | $107M | $107M | $109M | $121M | $97M | $108M | $62M | $79M | $79M | $82M | $78M | $78M | |
| Total Liabilities | $1.45B | $1.71B | $2.09B | $1.84B | $1.97B | $1.53B | $1.19B | $854M | $691M | $737M | $533M | $424M | |
| Long-term Debt | $767M | $1.06B | $1.30B | $844M | $842M | $858M | $617M | $441M | $320M | $359M | $181M | $144M | |
| Total Debt | · | · | · | · | $0 | $9M | · | · | $0 | $8M | $8M | $8M | |
| Common Stock | $511.0K | $507.0K | $504.0K | $501.0K | $498.0K | $496.0K | $493.0K | $488.0K | $484.0K | $481.0K | $477.0K | $466.0K | |
| Paid-in Capital | $559M | $528M | $507M | $502M | $487M | $469M | $455M | $453M | $453M | $452M | $444M | $435M | |
| Retained Earnings | $1.21B | $1.30B | $1.45B | $1.24B | $797M | $470M | $400M | $286M | $142M | $10M | $-96M | $-178M | |
| Treasury Stock | $1.13B | $1.13B | $1.13B | $699M | $122M | $119M | $119M | $100M | $33M | $13M | $0 | · | |
| AOCI | $298.0K | $-11.0K | $-423.0K | $-939.0K | $-295.0K | $40.0K | $152.0K | $151.0K | $-112.0K | $1.0K | $-183.0K | $-356.0K | |
| Stockholders' Equity | $642M | $707M | $831M | $1.04B | $1.16B | $820M | $737M | $639M | $563M | $449M | $348M | $257M | |
| Liabilities + Equity | $2.09B | $2.42B | $2.92B | $2.89B | $3.13B | $2.35B | $1.93B | $1.49B | $1.25B | $1.19B | $880M | $681M | |
| Shares Outstanding | 38,441,000 | 50,692,000 | 50,423,000 | 50,109,000 | 49,849,000 | 49,614,000 | 49,283,000 | 46,643,000 | 47,481,000 | 47,612,000 | 47,709,000 | 46,639,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $157M | $174M | $161M | $137M | $104M | $94M | $59M | $41M | $32M | $30M | $21M | $16M | |
| Stock-based Comp | $31M | $23M | $18M | $30M | $25M | $20M | $16M | $11M | $10M | $11M | $10M | $7M | |
| Deferred Tax | $-20M | $-51M | $-13M | $-25M | $-16M | $-22M | $913.0K | $-667.0K | $6M | $-9M | $13M | $12M | |
| Amort. of Intangibles | $78M | $93M | $90M | $83M | $63M | $64M | $36M | $24M | $19M | $18M | $12M | $8M | |
| Other Non-cash | $197M | $321M | $-5M | $67M | $-135M | $93M | $35M | $34M | $-65M | $-6M | $-69M | $-40M | |
| Operating Cash Flow | $269M | $320M | $372M | $654M | $305M | $257M | $225M | $227M | $161M | $134M | $56M | $28M | |
| CapEx | $36M | $81M | $104M | $76M | $54M | $38M | $35M | $35M | $27M | $22M | $27M | $19M | |
| Investing Cash Flow | $4M | $-80M | $-412M | $-171M | $-107M | $-538M | $-292M | $-279M | $-35M | $-258M | $-116M | $-28M | |
| Stock Repurchased | $0 | $0 | $425M | $577M | $3M | $0 | $19M | $67M | $20M | $13M | $0 | $0 | |
| Net Stock Activity | $0 | $0 | $-425M | $-577M | $-3M | $0 | $-19M | $-67M | $-20M | $-13M | · | · | |
| Financing Cash Flow | $-296M | $-259M | $11M | $-592M | $-35M | $211M | $137M | $38M | $-77M | $126M | $56M | $-2M | |
| Net Change in Cash | $-22M | $-19M | $-30M | $-109M | $163M | $-70M | $70M | $-15M | $48M | $2M | $-3M | $-3M | |
| Taxes Paid | $8M | $28M | $78M | $214M | $106M | $46M | $38M | $31M | $74M | $73M | $33M | $18M | |
| Free Cash Flow | $234M | $240M | $268M | $578M | $252M | $219M | $190M | $192M | $89M | $110M | $29M | $9M | |
| Levered FCF | · | · | $228M | $548M | $227M | $175M | $168M | $180M | $75M | $101M | $24M | $3M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.3% | 30.8% | 33.0% | 32.7% | 32.9% | 33.1% | 33.5% | 32.6% | 32.4% | 32.6% | 32.1% | 30.5% | |
| Operating Margin | -2.0% | -3.4% | 8.9% | 12.3% | 12.0% | 6.2% | 8.0% | 9.5% | 10.7% | 10.1% | 8.8% | 6.6% | |
| Net Margin | -3.5% | -4.9% | 5.6% | 8.5% | 8.2% | 2.9% | 5.1% | 6.6% | 6.7% | 5.6% | 5.6% | 3.2% | |
| Pretax Margin | -3.7% | · | 7.5% | 11.6% | 11.1% | 3.8% | 6.7% | 8.7% | 9.7% | 9.3% | 8.3% | 5.7% | |
| EBITDA Margin | 3.7% | 2.4% | 13.2% | 15.0% | 14.6% | 10.2% | 10.6% | 11.4% | 12.3% | 11.6% | 10.2% | 8.1% | |
| ROA | -4.2% | -5.5% | 7.2% | 14.8% | 11.9% | 3.3% | 6.7% | 10.3% | 10.9% | 10.2% | 10.5% | 5.2% | |
| ROE | -15.3% | -18.4% | 25.6% | 40.8% | 29.7% | 8.7% | 15.8% | 22.6% | 26.2% | 26.6% | 27.1% | 14.0% | |
| ROIC | -8.2% | · | 30.2% | 45.4% | 30.3% | 13.9% | 18.4% | 24.1% | 26.0% | 25.2% | 24.5% | 14.6% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.3 | 1.3 | 1.4 | 1.3 | 1.5 | 1.6 | 1.8 | 1.6 | 1.5 | 1.6 | |
| Quick Ratio | 0.7 | 0.8 | 1.0 | 0.9 | 1.0 | 1.0 | 1.2 | 1.2 | 1.4 | 1.3 | 1.1 | 1.1 | |
| Debt / Equity | · | · | · | · | 0.0 | 0.0 | · | · | 0.0 | 0.0 | 0.0 | 0.0 | |
| Interest Coverage | · | · | 6.3 | 16.0 | 14.0 | 2.6 | 6.2 | 12.6 | 10.8 | 12.4 | 16.5 | 7.4 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.1 | 1.3 | 1.7 | 1.5 | 1.1 | 1.3 | 1.6 | 1.6 | 1.8 | 1.9 | 1.6 | |
| Receivables Turnover | 6.7 | 5.6 | 5.8 | 7.2 | 6.8 | 6.6 | 6.2 | 6.0 | 5.7 | 6.1 | 6.3 | 6.2 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.70 | $18.56 | $21.99 | $24.92 | $24.59 | $17.42 | $15.77 | $13.70 | $11.85 | $9.44 | $7.29 | $5.50 | |
| Revenue / Share | $70.88 | $78.13 | $96.32 | $116.85 | $82.93 | $50.19 | $46.69 | $43.89 | $40.23 | $38.61 | $29.95 | $21.55 | |
| Cash Flow / Share | $7.00 | $8.39 | $9.46 | $14.57 | $6.36 | $5.39 | $4.72 | $4.66 | $2.33 | $2.68 | $1.15 | $0.58 | |
| Cash / Share | $0.88 | $0.28 | $0.87 | $1.54 | $3.83 | $0.62 | $1.78 | $0.30 | $0.32 | $0.22 | $0.20 | $0.28 | |
| EPS (TTM) | $-2.48 | $-3.85 | $5.36 | $9.90 | $6.81 | $1.48 | $2.40 | $2.91 | $2.68 | $2.15 | $1.68 | $0.69 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -8.5% | -21.3% | -27.7% | 31.6% | 66.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -19.6% | -9.2% | 16.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -45.9% | 45.4% | 360.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 53.6% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -52.6% | 35.6% | 363.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 43.9% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.73B | $2.98B | $3.79B | $5.24B | $3.98B | $2.39B | $2.22B | $2.14B | $1.99B | $1.90B | $1.46B | $1.04B | |
| Net Income TTM | $-96M | $-147M | $211M | $444M | $327M | $71M | $114M | $142M | $133M | $106M | $82M | $33M | |
| Market Cap | $606M | $911M | $2.83B | $4.31B | $5.78B | $3.21B | $2.91B | $2.64B | $2.34B | $1.83B | $1.48B | $914M | |
| Enterprise Value | · | · | · | · | $5.60B | $3.19B | · | · | $2.32B | $1.83B | $1.48B | $909M | |
| P/E | -6.4 | -6.2 | 14.0 | 10.4 | 18.0 | 46.1 | 26.0 | 19.5 | 18.4 | 17.9 | 18.5 | 28.4 | |
| P/S | 0.2 | 0.3 | 0.7 | 0.8 | 1.5 | 1.3 | 1.3 | 1.2 | 1.2 | 1.0 | 1.0 | 0.9 | |
| P/B | 0.9 | 1.3 | 3.4 | 4.1 | 5.0 | 3.9 | 4.0 | 4.1 | 4.2 | 4.1 | 4.3 | 3.6 | |
| P / Cash Flow | 2.2 | 2.8 | 7.6 | 6.6 | 18.9 | 12.5 | 12.9 | 11.6 | 20.3 | 13.9 | 26.3 | 33.0 | |
| P / FCF | 2.6 | 3.8 | 10.5 | 7.5 | 23.0 | 14.7 | 15.4 | 13.8 | 26.4 | 16.7 | 50.6 | 107.0 | |
| EV / EBITDA | · | · | · | · | 9.6 | 13.1 | · | · | 9.5 | 8.3 | 9.9 | 10.8 | |
| EV / FCF | · | · | · | · | 22.2 | 14.6 | · | · | 26.2 | 16.6 | 50.5 | 106.3 | |
| EV / Revenue | · | · | · | · | 1.4 | 1.3 | · | · | 1.2 | 1.0 | 1.0 | 0.9 | |
| Earnings Yield | -15.7% | -16.1% | 7.2% | 9.6% | 5.6% | 2.2% | 3.9% | 5.1% | 5.4% | 5.6% | 5.4% | 3.5% |
Income Statement
| Metric | 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 | $673M | $1.38B | $748M | $634M | $658M | $690M | $735M | $688M | $741M | $821M | $818M | $853M | $991M | $1.13B | $1.13B | $1.14B | |
| Cost of Revenue | $467M | $1.01B | $553M | $450M | $462M | $491M | $516M | $474M | $511M | $563M | $557M | $564M | $661M | $757M | $750M | $754M | |
| Gross Profit | $206M | $369M | $195M | $184M | $196M | $198M | $219M | $213M | $230M | $258M | $261M | $290M | $330M | $369M | $375M | $385M | |
| SG&A Expense | $147M | $218M | $152M | $139M | $155M | $148M | $159M | $150M | $149M | $175M | $178M | $163M | $202M | $206M | $219M | $215M | |
| Operating Expenses | $179M | $252M | $187M | $137M | $320M | $186M | $422M | $191M | $192M | $218M | $227M | $203M | $239M | $243M | $256M | $249M | |
| Operating Income | $27M | $117M | $8M | $48M | $-124M | $13M | $-203M | $22M | $38M | $40M | $34M | $87M | $92M | $126M | $119M | $136M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $17M | · | $12M | $12M | $10M | · | $9M | |
| Pretax Income | $20M | $110M | $-4M | $38M | $-135M | $183.0K | $-226M | $8M | $22M | $23M | $14M | $75M | $79M | $115M | · | $127M | |
| Income Tax | $-1M | $48M | $4M | $9M | $-19M | $1M | $-38M | $819.0K | $6M | $6M | $2M | $22M | $19M | $31M | $26M | $35M | |
| Net Income | $21M | $62M | $-8M | $29M | $-116M | $-1M | $-188M | $7M | $16M | $17M | $12M | $53M | $61M | $84M | $82M | $92M | |
| EPS (Basic) | $0.54 | $1.60 | $-0.19 | $0.76 | $-3.02 | $-0.03 | $-4.91 | $0.18 | $0.43 | $0.45 | $0.40 | $1.39 | $1.56 | $2.03 | $1.96 | $2.11 | |
| EPS (Diluted) | $0.53 | $1.59 | $-0.19 | $0.76 | $-3.02 | $-0.03 | $-4.90 | $0.18 | $0.42 | $0.45 | $0.40 | $1.39 | $1.55 | $2.02 | $1.94 | $2.10 | |
| Shares (Basic) | 39,021,000 | 38,902,000 | · | 38,619,000 | 38,414,000 | 38,312,000 | · | 38,200,000 | 38,173,000 | 38,114,000 | · | 38,147,000 | 39,151,000 | 41,378,000 | · | 43,785,000 | |
| Shares (Diluted) | 39,732,000 | 39,118,000 | · | 38,693,000 | 38,414,000 | 38,312,000 | · | 38,287,000 | 38,234,000 | 38,197,000 | · | 38,325,000 | 39,341,000 | 41,570,000 | · | 44,039,000 | |
| EBITDA | · | $153M | · | $48M | $-124M | $52M | · | $22M | $38M | $84M | · | $87M | $92M | $165M | · | $136M |
Balance Sheet
| Metric | 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 | $362M | $561M | $34M | $53M | $42M | $56M | $11M | $31M | $48M | $51M | · | $29M | $7M | $29M | · | $156M | |
| Receivables | $383M | $395M | $383M | $391M | $388M | $422M | $438M | $451M | $509M | $579M | · | $566M | $580M | $688M | · | $725M | |
| Prepaid Expense | $21M | $26M | $21M | $18M | $19M | $25M | $23M | $17M | $20M | $25M | · | $18M | $18M | $27M | · | $17M | |
| Other Current Assets | $62M | $108M | $60M | $57M | $64M | $60M | $53M | $45M | $47M | $39M | · | $42M | $34M | $52M | · | $55M | |
| Current Assets | $869M | $1.14B | $545M | $570M | $571M | $627M | $595M | $612M | $705M | $791M | · | $831M | $807M | $1.07B | · | $1.21B | |
| PP&E (Net) | $117M | $126M | $136M | $147M | $158M | $178M | $186M | $197M | $197M | $195M | · | $188M | $177M | $155M | · | $141M | |
| PP&E (Gross) | $491M | $558M | $551M | $544M | $538M | $558M | $547M | $538M | $519M | $499M | · | $456M | $428M | $389M | · | $354M | |
| Accum. Depreciation | $374M | $432M | $415M | $397M | $380M | $380M | $361M | $341M | $322M | $305M | · | $268M | $250M | $234M | · | $213M | |
| Goodwill | $759M | $756M | $756M | $756M | $756M | $897M | $897M | $1.12B | $1.12B | $1.11B | $1.11B | $936M | $936M | $935M | $935M | $936M | |
| Intangibles | $250M | $266M | $284M | $302M | $323M | $362M | $381M | $402M | $425M | $449M | · | $410M | $432M | $454M | · | $499M | |
| Other Non-current Assets | $281M | $263M | $283M | $277M | $258M | $254M | $258M | $267M | $257M | $252M | · | $221M | $220M | $197M | · | $153M | |
| Total Assets | $2.36B | $2.60B | $2.09B | $2.14B | $2.21B | $2.40B | $2.42B | $2.67B | $2.77B | $2.87B | · | $2.65B | $2.64B | $2.88B | · | $3.02B | |
| Accounts Payable | $193M | $197M | $162M | $171M | $176M | $196M | $184M | $213M | $283M | $316M | · | $363M | $328M | $474M | · | $459M | |
| Accrued Liabilities | $69M | $74M | $54M | $57M | $53M | $67M | $57M | $76M | $63M | $87M | · | $87M | $78M | $82M | · | $89M | |
| Current Liabilities | $770M | $1.04B | $578M | $542M | $574M | $582M | $546M | $519M | $574M | $624M | · | $707M | $674M | $804M | · | $891M | |
| Capital Leases | $27M | $29M | $30M | $32M | $33M | $34M | $36M | $37M | $39M | $39M | · | $28M | $30M | $8M | · | $11M | |
| Deferred Tax | · | · | · | · | · | · | · | $17M | $21M | $15M | · | $31M | $7M | $16M | · | $42M | |
| Other Non-current Liabilities | $109M | $105M | $107M | $106M | $108M | $102M | $107M | $111M | $110M | $110M | · | $160M | $163M | $122M | · | $98M | |
| Total Liabilities | $1.62B | $1.89B | $1.45B | $1.49B | $1.60B | $1.68B | $1.71B | $1.78B | $1.89B | $2.02B | · | $1.84B | $1.88B | $1.93B | · | $1.89B | |
| Long-term Debt | · | · | $767M | · | · | · | $1.06B | · | · | · | · | · | · | · | · | · | |
| Common Stock | $514.0K | $513.0K | $511.0K | $509.0K | $509.0K | $508.0K | $507.0K | $506.0K | $506.0K | $505.0K | · | $504.0K | $503.0K | $502.0K | · | $501.0K | |
| Paid-in Capital | $578M | $568M | $559M | $554M | $547M | $538M | $528M | $525M | $518M | $512M | · | $505M | $467M | $506M | · | $498M | |
| Retained Earnings | $1.29B | $1.27B | $1.21B | $1.22B | $1.19B | $1.30B | $1.30B | $1.49B | $1.49B | $1.47B | · | $1.44B | $1.39B | $1.33B | · | $1.16B | |
| Treasury Stock | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | · | $1.13B | $1.09B | $875M | · | $524M | |
| AOCI | $8.0K | $113.0K | $298.0K | $275.0K | $195.0K | $50.0K | $-11.0K | $-56.0K | $-157.0K | $-339.0K | · | $-610.0K | $-743.0K | $-793.0K | · | $-1M | |
| Stockholders' Equity | $741M | $713M | $642M | $644M | $608M | $715M | $707M | $891M | $877M | $854M | $831M | $817M | $766M | $956M | $1.04B | $1.13B | |
| Liabilities + Equity | $2.36B | $2.60B | $2.09B | $2.14B | $2.21B | $2.40B | $2.42B | $2.67B | $2.77B | $2.87B | · | $2.65B | $2.64B | $2.88B | · | $3.02B | |
| Shares Outstanding | 38,716,000 | 38,657,000 | 38,441,000 | 38,331,000 | 38,304,000 | 38,206,000 | 38,079,000 | 38,018,000 | 38,000,000 | 37,924,000 | 50,423,000 | 37,774,000 | 37,987,000 | 40,238,000 | 50,109,000 | 43,327,000 |
Cash Flow
| Metric | 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 | $34M | $36M | $37M | $40M | $40M | $40M | $41M | $43M | $45M | $45M | $43M | $41M | $38M | $39M | $38M | $34M | |
| Stock-based Comp | $10M | $10M | $6M | $7M | $9M | $9M | $4M | $6M | $6M | $8M | $3M | $306.0K | $5M | $10M | $5M | $5M | |
| Deferred Tax | $-36M | $34M | $-3M | $17M | $-28M | $-6M | $-45M | $-3M | $5M | $-8M | $-21M | $24M | $-9M | $-7M | $-19M | $-9M | |
| Other Non-cash | · | $421M | · | · | · | $50M | · | · | · | $19M | · | · | · | $-83M | · | · | |
| Operating Cash Flow | $-190M | $562M | $76M | $23M | $79M | $93M | $73M | $67M | $100M | $81M | $-41M | $172M | $198M | $43M | $115M | $114M | |
| CapEx | $9M | $7M | $8M | $8M | $10M | $10M | $16M | $19M | $27M | $18M | $30M | $30M | $26M | $17M | $25M | $20M | |
| Investing Cash Flow | $-12M | $-8M | $-8M | $59M | $-21M | $-26M | $-14M | $-22M | $-22M | $-21M | $-324M | $-34M | $-22M | $-32M | $-23M | $-32M | |
| Stock Repurchased | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $250M | $175M | $175M | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-175M | · | · | |
| Financing Cash Flow | $-2M | $-27M | $-83M | $-71M | $-80M | $-61M | $-80M | $-60M | $-80M | $-39M | $363M | $-105M | $-203M | $-44M | $-176M | $-4M | |
| Net Change in Cash | $-205M | $528M | $-16M | $10M | $-22M | $5M | $-21M | $-16M | $-3M | $21M | $-1M | $33M | $-28M | $-33M | $-84M | $78M | |
| Taxes Paid | $40M | $5M | $-477.0K | $-3M | $9M | $2M | $6M | $4M | $13M | $4M | $67M | $1M | $4M | $5M | $49M | $44M | |
| Free Cash Flow | · | $555M | · | · | · | $83M | · | · | · | $63M | · | · | · | $26M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $51M | · | · | · | $18M | · | · |
Profitability
| Metric | 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 | · | 26.8% | · | 29.1% | 29.8% | 28.7% | · | 31.0% | 31.0% | 31.4% | · | 33.9% | 33.3% | 32.8% | · | 33.8% | |
| Operating Margin | 4.0% | 8.5% | · | 7.5% | -18.8% | 1.8% | · | 3.2% | 5.1% | 4.9% | · | 10.2% | 9.2% | 11.2% | · | 12.0% | |
| Net Margin | 3.1% | 4.5% | · | 4.6% | -17.7% | -0.16% | · | 1.0% | 2.2% | 2.1% | · | 6.2% | 6.1% | 7.5% | · | 8.1% | |
| Pretax Margin | 3.0% | 8.0% | · | 6.0% | · | · | · | 1.1% | 3.0% | 2.8% | · | 8.8% | 8.0% | 10.2% | · | 11.2% | |
| EBITDA Margin | 4.0% | 11.1% | · | 7.5% | -18.8% | 7.6% | · | 3.2% | 5.1% | 10.3% | · | 10.2% | 9.2% | 14.6% | · | 12.0% | |
| ROA | 0.92% | 2.5% | · | 1.2% | -4.7% | -0.04% | · | 0.26% | 0.60% | 0.60% | · | 1.9% | 2.1% | 2.7% | · | 3.2% | |
| ROE | 3.1% | 8.7% | · | 3.8% | -15.7% | -0.14% | · | 0.82% | 2.0% | 1.9% | · | 5.5% | 6.8% | 8.3% | · | 8.5% | |
| ROIC | 3.9% | 9.2% | · | 5.7% | · | · | · | 2.2% | 3.2% | 3.5% | · | 7.5% | 9.2% | 9.6% | · | 8.7% |
Liquidity & Solvency
| Metric | 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 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | |
| Quick Ratio | 1.0 | 0.9 | · | 0.8 | 0.7 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 0.8 | 0.9 | 0.9 | · | 1.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 2.4 | · | 7.5 | 7.5 | 12.2 | · | 15.2 |
Efficiency
| Metric | 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 | 0.3 | 0.6 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | |
| Receivables Turnover | 1.7 | 3.4 | · | 1.5 | 1.5 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.5 | 1.4 | · | 1.8 |
Per Share
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.15 | $18.44 | · | $16.81 | $15.86 | $18.72 | · | $23.43 | $23.08 | $22.52 | · | $21.63 | $20.17 | $23.75 | · | $26.14 | |
| Revenue / Share | $16.94 | $35.24 | · | $16.40 | $17.13 | $18.00 | · | $17.96 | $19.37 | $21.49 | · | $22.27 | $25.20 | $27.09 | · | $25.85 | |
| Cash Flow / Share | · | $14.38 | · | · | · | $2.42 | · | · | · | $2.13 | · | · | · | $1.04 | · | · | |
| Cash / Share | $9.35 | $14.51 | · | $1.37 | $1.08 | $1.46 | · | $0.80 | $1.26 | $1.33 | · | $0.78 | $0.18 | $0.71 | · | $3.59 | |
| EPS (TTM) | $2.69 | $-0.86 | · | $-7.19 | $-7.77 | $-4.33 | · | $1.45 | $2.66 | $3.79 | · | $6.90 | $7.61 | $8.83 | · | $10.37 |
Valuation (TTM)
| Metric | 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 | $3.43B | $3.42B | · | $2.72B | $2.77B | $2.85B | · | $3.07B | $3.23B | $3.48B | · | $4.10B | $4.38B | $4.82B | · | $5.48B | |
| Net Income TTM | $105M | $-32M | · | $-276M | $-298M | $-165M | · | $53M | $99M | $144M | · | $280M | $319M | $382M | · | $478M | |
| Market Cap | $1.25B | $709M | · | $742M | $792M | $935M | · | $1.61B | $1.95B | $2.37B | · | $3.22B | $4.15B | $3.34B | · | $4.59B | |
| P/E | 12.0 | -21.3 | · | -2.7 | -2.7 | -5.6 | · | 29.2 | 19.3 | 16.5 | · | 12.3 | 14.3 | 9.4 | · | 10.2 | |
| P/S | 0.4 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.5 | 0.6 | 0.7 | · | 0.8 | 0.9 | 0.7 | · | 0.8 | |
| P/B | 1.7 | 1.0 | · | 1.2 | 1.3 | 1.3 | · | 1.8 | 2.2 | 2.8 | · | 3.9 | 5.4 | 3.5 | · | 4.1 | |
| P / Cash Flow | · | 1.3 | · | · | · | 10.1 | · | · | · | 29.1 | · | · | · | 76.9 | · | · | |
| Earnings Yield | 8.3% | -4.7% | · | -37.1% | -37.6% | -17.7% | · | 3.4% | 5.2% | 6.1% | · | 8.1% | 7.0% | 10.6% | · | 9.8% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $2.73B | $2.98B | $3.79B | $5.24B | $3.98B |
| Gross Margin % | 28.3% | 30.8% | 33.0% | 32.7% | 32.9% |
| Operating Margin % | -2.0% | -3.4% | 8.9% | 12.3% | 12.0% |
| Net Income | $-96M | $-147M | $211M | $444M | $327M |
| Diluted EPS | $-2.48 | $-3.85 | $5.36 | $9.90 | $6.81 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | 0.0 |
| Current Ratio | 0.9 | 1.1 | 1.3 | 1.3 | 1.4 |
| Quick Ratio | 0.7 | 0.8 | 1.0 | 0.9 | 1.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $234M | $240M | $268M | $578M | $252M |
Institutional owners (13F) 306 filers · $1.5B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
306
Value held
$1.5B
New positions
74
Exited positions
37
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 74 (+12 vs prior Q) | 37 (-1 vs prior Q) | 104 (0 vs prior Q) | 79 (+21 vs prior Q) | +3.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $215,046,903 | 6,643,401 | 14.58% | Shares |
| MORGAN STANLEY | $73,887,703 | 2,282,597 | 5.01% | Shares |
| VANGUARD GROUP INC | $57,287,568 | 3,634,998 | 3.88% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $55,645,487 | 1,719,045 | 3.77% | Shares |
| STATE STREET CORP | $54,845,009 | 1,694,316 | 3.72% | Shares |
| Boston Partners | $54,223,793 | 1,674,561 | 3.68% | Shares |
| Allianz Asset Management GmbH | $45,413,427 | 1,402,948 | 3.08% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $45,054,476 | 1,391,859 | 3.05% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $41,694,923 | 1,288,073 | 2.83% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $41,543,210 | 1,283,381 | 2.82% | Shares |
| TWO SIGMA INVESTMENTS, LP | $37,492,811 | 1,158,258 | 2.54% | Shares |
| ROYCE & ASSOCIATES LP | $37,200,640 | 1,149,232 | 2.52% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $35,494,385 | 1,096,521 | 2.41% | Shares |
| AMERIPRISE FINANCIAL INC | $34,024,203 | 1,051,103 | 2.31% | Shares |
| GOLDMAN SACHS GROUP INC | $33,853,097 | 1,045,817 | 2.29% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $32,579,916 | 1,006,303 | 2.21% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23,969,046 | 740,471 | 1.62% | Shares |
| UBS Group AG | $20,928,920 | 646,553 | 1.42% | Shares |
| Tributary Capital Management, LLC | $19,460,779 | 601,198 | 1.32% | Shares |
| D. E. Shaw & Co., Inc. | $17,824,152 | 550,638 | 1.21% | Shares |
| FEDERATED HERMES, INC. | $17,019,531 | 525,781 | 1.15% | Shares |
| BANK OF AMERICA CORP /DE/ | $16,725,903 | 516,710 | 1.13% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $16,278,808 | 502,898 | 1.10% | Shares |
| NORTHERN TRUST CORP | $14,575,984 | 450,293 | 0.99% | Shares |
| Invesco Ltd. | $14,350,819 | 443,337 | 0.97% | Shares |
| Eversept Partners, LP | $13,871,548 | 428,531 | 0.94% | Shares |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $13,672,481 | 422,381 | 0.93% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $13,166,076 | 406,736 | 0.89% | Shares |
| GRIZZLYROCK CAPITAL, LLC | $12,924,888 | 399,286 | 0.88% | Shares |
| Russell Investments Group, Ltd. | $12,261,922 | 378,779 | 0.83% | Shares |
| Qube Research & Technologies Ltd | $11,095,368 | 342,767 | 0.75% | Shares |
| FMR LLC | $10,937,103 | 337,878 | 0.74% | Shares |
| Hillsdale Investment Management Inc. | $10,115,302 | 312,490 | 0.69% | Shares |
| FRANKLIN RESOURCES INC | $9,672,544 | 298,812 | 0.66% | Shares |
| MACKENZIE FINANCIAL CORP | $9,612,757 | 296,965 | 0.65% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9,229,173 | 285,115 | 0.63% | Shares |
| Trexquant Investment LP | $8,709,731 | 269,068 | 0.59% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $8,661,694 | 267,584 | 0.59% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $8,312,713 | 256,803 | 0.56% | Shares |
| Bank of New York Mellon Corp | $7,958,317 | 245,855 | 0.54% | Shares |
| TWO SIGMA ADVISERS, LP | $7,941,464 | 503,900 | 0.54% | Shares |
| Public Sector Pension Investment Board | $7,227,088 | 223,265 | 0.49% | Shares |
| Counterpoint Mutual Funds LLC | $7,112,239 | 219,717 | 0.48% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $6,704,345 | 207,116 | 0.45% | Shares |
| First Eagle Investment Management, LLC | $6,351,382 | 196,212 | 0.43% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $6,046,587 | 186,796 | 0.41% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $5,518,211 | 170,473 | 0.37% | Shares |
| Empowered Funds, LLC | $5,463,992 | 168,798 | 0.37% | Shares |
| BURNEY CO/ | $5,342,490 | 165,045 | 0.36% | Shares |
| ROYAL BANK OF CANADA | $5,152,000 | 159,190 | 0.35% | Shares |
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| The Goldman Sachs Group, Inc., Goldman, Sachs & Co., GSUIG, L.L.C. ×8 filings | Nov. 8, 2012 | · | Initial filing | Passive investment | SEC |
| The Goldman Sachs Group, Inc. (2), Goldman, Sachs & Co. (2), GSUIG, L.L.C. (2) ×2 filings | Oct. 12, 2012 | · | Initial filing | Passive investment | SEC |
| Robert B. Haas (in the capacity described herein) ×2 filings | Oct. 25, 2011 | · | Initial filing | · | SEC |
| Steven C. Francis, The Francis Family Trust, dated May 24, 1996, as amended ×4 filings | Aug. 31, 2006 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Nov. 3, 2003 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 24, 2002 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 1, 2002 | · | Initial filing | Passive investment | 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.
Company insiders 44 insiders · 11 officers · 22 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Caroline Grace | Chief Executive Officer | Jan. 15, 2026 A | 81,686 | 0 | 0 | $0 |
| Susan R Salka | Chief Executive Officer | Sept. 20, 2022 F | 10,588 | 0 | 0 | $0 |
| Brian M. Scott | CFO/COO | Jan. 15, 2026 A | 13,093 | 0 | 0 | $0 |
| Jeffrey R Knudson | CFO | Nov. 2, 2024 M | 37,550 | 0 | 0 | $0 |
| Bary Bailey | CFO/CAO | Nov. 8, 2010 P | 15,800 | 0 | 0 | $0 |
| Donald R Myll | CFO and Treasurer | Aug. 12, 2004 M | 3,100 | 0 | 0 | $0 |
| Whitney M Laughlin | Chief Legal Officer | Sept. 15, 2026 M | 24,028 | 0 | 0 | $0 |
| Mark Christopher Hagan | Chief Information and Digital | Jan. 15, 2026 A | 44,873 | 0 | 0 | $0 |
| Denise L Jackson | Chief Legal Officer | Aug. 16, 2023 F | 23,648 | 0 | 0 | $0 |
| Ralph Henderson | Pres., Prof. Svc. & Staffing | March 4, 2020 S | 11,013 | 0 | 0 | $0 |
| FRANCIS STEVEN C | Chairman | April 9, 2008 M | 5,156 | 0 | 0 | $0 |
| Mark G Foletta | Director | June 15, 2026 S | 17,917 | 0 | 2 | $-114,369 |
| Celia P Huber | Director | May 1, 2026 A | · | 0 | 0 | $0 |
| James H. Hinton | Director | May 1, 2026 A | · | 0 | 0 | $0 |
| Jorge A. Caballero | Director | May 1, 2026 A | 15,462 | 0 | 0 | $0 |
| Sylvia Trent-Adams | Director | May 1, 2026 A | 16,797 | 0 | 0 | $0 |
| Eric P Palmer | Director | May 1, 2026 A | · | 0 | 0 | $0 |
| Teri G. Fontenot | Director | May 1, 2026 A | 4,558 | 0 | 0 | $0 |
| Daphne E Jones | Director | May 1, 2026 A | 16,124 | 0 | 0 | $0 |
| Jeffrey R Harris | Director | May 1, 2026 M | 102,000 | 0 | 0 | $0 |
| Douglas D Wheat | Director | May 20, 2024 G | 5,774 | 0 | 0 | $0 |
| Martha H. Marsh | Director | April 19, 2024 M | 56,029 | 0 | 0 | $0 |
| Michael M E Johns | Director | April 21, 2021 M | 89,269 | 0 | 0 | $0 |
| Andrew M Stern | Director | April 22, 2020 M | 90,013 | 0 | 0 | $0 |
| Paul E Weaver | Director | April 17, 2019 M | 79,348 | 0 | 0 | $0 |
| Wyche H Walton | Director | April 12, 2011 M | 2,071 | 0 | 0 | $0 |
| Martin Chavez | Director | Sept. 1, 2010 A | 3,448,074 | 0 | 0 | $0 |
| Hala G Moddelmog | Director | May 14, 2010 M | 7,810 | 0 | 0 | $0 |
| Kenneth F Yontz | Director | May 3, 2006 P | 125,000 | 0 | 0 | $0 |
| Robert B Haas | Director | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH NIGHTINGALE LLC | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH NIGHTINGALE LP | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH NIGHTINGALE PARTNERS LP | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH INC | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH LP | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWH CAPITAL PARTNERS LP | 10% owner | May 27, 2005 S | 0 | 0 | 0 | $0 |
| David C Dreyer | · | April 12, 2009 M | 11,369 | 0 | 0 | $0 |
| Miller III William F | · | April 9, 2009 J | 53,334 | 0 | 0 | $0 |
| HWP NIGHTINGALE II LLC | · | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWP NIGHTINGALE II LP | · | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWP NIGHTINGALE PARTNERS II LP | · | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWP II LLC | · | May 27, 2005 S | 0 | 0 | 0 | $0 |
| HWP II LP | · | May 27, 2005 S | 533,603 | 0 | 0 | $0 |
| HWP CAPITAL PARTNERS II LP | · | May 27, 2005 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 53 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| CAFG · Pacer Funds Trust | 2.18% | 19,584 NS | July 31, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 1.18% | 91,324 SH | Oct. 2, 2026 | Daily |
| VAMO · Cambria ETF Trust | 0.94% | 30,219 NS | July 31, 2026 | N-PORT |
| ABLS · Abacus FCF ETF Trust | 0.89% | 123 NS | July 31, 2026 | N-PORT |
| PSCH · Invesco Exchange-Traded Fund Trust … | 0.76% | 36,882 SH | Oct. 2, 2026 | Daily |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.40% | 45,076 SH | Oct. 2, 2026 | Daily |
| CALF · Pacer Funds Trust | 0.30% | 328,716 NS | July 31, 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0.29% | 149 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.23% | 127,151 SH | Oct. 2, 2026 | Daily |
| IHF · iShares Trust | 0.19% | 74,540 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.18% | 26,689 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 35,432 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 35,935 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.13% | 82,301 SH | Aug. 19, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.10% | 37,964 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.10% | 345 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.09% | 5,840 SH | Oct. 2, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 34,295 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.08% | 3,014 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.07% | 135,306 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.06% | 51,506 SH | Sept. 11, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.05% | 118,806 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.04% | 1,007,603 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 226,543 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.03% | 127,361 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 4,620 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 56,307 SH | Oct. 1, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.02% | 92,152 NS | July 31, 2026 | N-PORT |
| TEXN · iShares Trust | 0.02% | 114 SH | Sept. 11, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.02% | 115,492 SH | Aug. 19, 2026 | Daily |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 18,596 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 1,156 SH | Oct. 2, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 7,774 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 2,381 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 447,470 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 6,773 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 77,165 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 4,460 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 7,637 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 12,323 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 47,199 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 9,875 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 482 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,231,378 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 3,105 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 2,365,262 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 345,276 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 370,642 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 5,344 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 29,711 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 1,789 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 8,417 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 49,554 SH | Sept. 11, 2026 | Daily |
AMN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 13 analysts
HOLD
Median target
$36.00
-1.7%
1 7.7%
Strong Buy
5 38.5%
Buy
6 46.2%
Hold
1 7.7%
Sell
0 0.0%
Strong Sell
12-Month Price Target
7 analysts · 2026-09-30Mean target $36.14 -1.3%
Now
Current price $36.63
Low$28.00
Mean$36.14
High$40.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AMN | $606M | -6.4 | -8.5% | -3.5% | -15.3% | 28.3% |
| NEO | $1.51B | -49.0 | 10.1% | -14.8% | -12.8% | 43.2% |
| MD | $1.77B | 11.0 | -4.9% | 8.6% | 20.3% | · |
| ADUS | · | 20.6 | 23.2% | · | · | · |
| WGS | · | · | · | · | · | · |
| ASTH | $1.21B | 53.9 | 56.4% | 0.71% | 3.0% | · |
| AGL | $7.14B | · | -2.1% | -6.6% | -146.1% | · |
| PNTG | $975M | 33.5 | 36.3% | 3.1% | 8.4% | · |
| OMDA | $922M | -45.1 | 53.2% | -4.9% | -5.8% | 65.7% |
| INNV | $1.61B | -592.5 | 15.9% | -0.26% | -1.1% | 23.0% |
| OPK | · | -4.2 | -14.9% | -37.2% | -17.6% | 33.9% |
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Source: SEC 10-Q filed Aug 7, 2026