BLDR Builders FirstSource, Inc. Common Stock
$71.85
Price · Aug 19, 2026
Fundamentals as of Jul 30, 2026
52W Range
$65–$151
8% of range
Analyst Rating
HOLD
32 analysts
Price Target
$81
+12% upside
P/E (TTM)
18.0
ROE
10.2%
Net Profit Margin
2.9%
About Builders FirstSource, Inc. Common Stock Company overview from Wikipedia
Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.
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Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.
History
In 1998, private investment firm JLL Partners acquired Builders' Supply and Lumber Company from the Pulte Corporation, forming Builders FirstSource. Over the next five years the company acquired 23 companies and grew revenue to $2 billion. The company was taken public in 2005 and began trading on the NYSE.
In 2015, Builders FirstSource acquired ProBuild. This acquisition resulted in a combined entity with $6.1 billion in combined 2014 revenue and over 430 locations across 40 states. In 2018, the revenue of the combined company was $7.7 Billion.
In December 2019, Builders FirstSource acquired Raney Components, LLC and Raney Construction, Inc, located in Groveland, Florida.This business unit now operates under the name Florida Construction Services.
In January 2020, Builders FirstSource acquired Bianchi & Company, Inc, a millwork supplier and install company located in Charlotte, North Carolina, and TW Perry, a Maryland-Based Building Materials Distributor.
In August 2020, Builders FirstSource announced a merger with BMC Stock Holdings in an all-stock deal valued at approximately $2.5 billion. The merger combined two of the largest U.S. building materials distributors and created a company with more than $11 billion in annual sales, approximately 26,000 employees, and a network of about 550 distribution and manufacturing locations across more than 40 U.S. states. The deal was completed in January 2021, at which point it was announced that former BMC president and CEO Dave Flitman would be appointed CEO following a 90-day transition period. Following the closing, the combined company retained the Builders FirstSource branding. In April 2021, Flitman became CEO, succeeding Chad Crow who had served in that role from 2017 until his retirement that year.
Also in 2021, Builders FirstSource acquired the parent company of Alliance Lumber, the largest independently operated supplier of building materials in Arizona, for $400 million, and California TrusFrame, the state's largest independent truss manufacturer, for $180 million, and building products software solutions and services provider WTS Paradigm for $450 million.
In August 2021, Builders FirstSource initiated a stock buyback program. Since then, the company has repurchased 102.6 million shares of its common stock as of May 2026. That represents approximately 50% of its total shares outstanding, at an average price of $81.26 per share for a total cost of $8.3 billion, inclusive of applicable fees and taxes.
In November 2022, Dave Rush was named CEO. He served in the role until his retirement in 2024 after 25 years with the company. In November 2024, Peter Jackson succeeded Rush as the company’s CEO. Prior to being named CEO, Jackson served as Builders FirstSource’s CFO.
In 2022, Builders FirstSource acquired Trussway, a Houston-based supplier of prefabricated wood framing components, HomCo, an Arizona-based lumber and hardware supplier, and New England-based National Lumber, as well as Panel Truss and Valley Truss.
Between 2023 and 2025, Builders FirstSource acquired 21 companies, expanding the company’s offerings and customer base significantly, including Alpine Lumber with 18 locally-managed retail lumber locations across Colorado and northern New Mexico and over $500 million in sales for 2024, Noltex Truss, a North Texas truss manufacturer, Kleet Lumber, High Mountain Door & Trim, Reno Truss, Sunrise Wood Designs, Wyoming Millwork, Western Truss, components installer CRi, Pleasant Valley Homes, a Pennsylvania-based wholesale manufacturer of modular homes, O.C. Cluss Lumber & Building Supplies, St. George Truss Co., Rystin Construction, Builder’s Door & Trim, and Lengefeld Lumber.
In January 2026, Builders FirstSource acquired the assets of Premium Building Components, a N.Y.-based wall panel and truss supplier.
Products & Services
Builders FirstSource provides a wide range of building materials to homebuilders, contractors and professional remodelers. The company manufactures structural components including roof and floor trusses, wall panels, and pre-cut framing systems as well as windows and pre-hung doors.
Through the November 2025 acquisition of Pennsylvania-based Pleasant Valley Homes, Builders FirstSource manufacturers and sells modular homes to home builders and other wholesale customers across ten northeastern states.
In various markets, Builders FirstSource also offers turnkey installation services for categories including framing, windows and doors, siding, walls panels, trusses and more.
The Builders FirstSource digital platform for homebuilders, myBLDR, enables customers to upload plans, view quotes, place and track orders, and pay invoices.
Recognition
In 2026, LBM Journal named Builders FirstSource the #1 building supplier for the Sixth consecutive year on its annual LBM 100 list.
HBSDealer has recognized numerous BFS team members in its annual Top Women in Hardware & Building Supply list, including 11 in 2025, 9 in 2024 and 13 in 2023.
In 2023, The Dallas Morning News named Builders FirstSource one of the top workplaces in the Dallas area.
In 2022, Builders FirstSource was named a 3 star employer at the VETS Indexes Employer Awards, which recognizes organizations for their efforts to hire, retain, promote, and support veterans.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
BLDR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$71.84
Market Cap
$7.72B
P/E (TTM)
18.0
EPS (TTM)
$3.89
Revenue (TTM)
$15.19B
Div Yield
—
ROE
10.2%
Debt/Equity
—
52W Range
$65 – $151
BLDR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$15.19B
2016-12-31
→
2025-12-31
EPS
$3.89
2016-12-31
→
2025-12-31
Free Cash Flow
$853M
2016-12-31
→
2025-12-31
Margins
2.9%
2016-12-31
→
2025-12-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
BLDR
Peer Median
P/E (TTM)
18.0
25.9
P/S (TTM)
0.5
3.9
P/B
1.8
3.5
Price / FCF
9.1
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
BLDR
Peer Median
Gross Margin
30.4%
39.9%
Operating Margin
5.2%
—
Net Profit Margin
2.9%
10.0%
ROA
4.0%
7.5%
ROE
10.2%
12.5%
ROIC
15.3%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
BLDR
Peer Median
Current Ratio
1.9
2.2
Quick Ratio
0.8
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
BLDR
Peer Median
Revenue YoY
-7.4%
—
Revenue CAGR 3Y
-12.6%
—
Revenue CAGR 5Y
12.2%
—
EPS YoY
-57.1%
—
Net Income YoY
-59.6%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
BLDR
Peer Median
BLDR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
32 analysts
- Strong Buy 4 12.5%
- Buy 13 40.6%
- Hold 14 43.8%
- Sell 1 3.1%
- Strong Sell 0 0.0%
12-Month Price Target
21 analysts · 2026-08-16
Median
$81.00
Now
$71.84
Low
$61.00
High
$100.00
Median target
$81.00
+12.7%
Mean target
$80.71
+12.3%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.17 | $1.29 | -0.12% |
| March 31, 2026 | $0.27 | $0.38 | -0.11% |
| Dec. 31, 2025 | $1.12 | $1.27 | -0.15% |
| Sept. 30, 2025 | $1.88 | $1.67 | 0.21% |
| June 30, 2025 | $2.38 | $2.32 | 0.06% |
| March 31, 2025 | $1.51 | $1.34 | 0.17% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| AOS | — | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | — |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Cost of Revenue | $10.57B | $11.02B | $11.08B | $14.98B | $14.04B | $6.34B | $5.30B | $5.80B | $5.31B | $4.77B | $2.66B | $1.25B | |
| Gross Profit | $4.62B | $5.38B | $6.01B | $7.74B | $5.85B | $2.22B | $1.98B | $1.92B | $1.73B | $1.60B | $901M | $357M | |
| SG&A Expense | $3.83B | $3.79B | $3.84B | $3.97B | $3.46B | $1.68B | $1.58B | $1.55B | $1.44B | $1.36B | $811M | $307M | |
| Operating Income | $786M | $1.60B | $2.18B | $3.77B | $2.39B | $544M | $392M | $369M | $285M | $236M | $91M | $50M | |
| Interest Expense | · | · | · | · | · | · | · | · | $193M | $215M | $109M | $30M | |
| Pretax Income | $512M | $1.39B | $1.98B | $3.57B | $2.25B | $408M | $283M | $261M | $92M | $22M | $-18M | $19M | |
| Income Tax | $77M | $310M | $444M | $822M | $526M | $95M | $61M | $56M | $53M | $-123M | $4M | $1M | |
| Net Income | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| EPS (Basic) | $3.91 | $9.13 | $12.06 | $16.98 | $8.55 | $2.69 | $1.92 | $1.79 | $0.34 | $1.30 | $-0.22 | $0.19 | |
| EPS (Diluted) | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | $-0.22 | $0.18 | |
| Shares (Basic) | 111,421,000 | 118,038,000 | 127,777,000 | 161,960,000 | 201,839,000 | 116,611,000 | 115,713,000 | 114,586,000 | 112,587,000 | 110,754,000 | 103,190,000 | 98,050,000 | |
| Shares (Diluted) | 111,822,000 | 118,980,000 | 128,998,000 | 163,481,000 | 203,470,000 | 117,917,000 | 117,025,000 | 116,554,000 | 115,597,000 | 113,585,000 | 103,190,000 | 100,522,000 | |
| EBITDA | $1.38B | $2.16B | $2.73B | $4.27B | $2.93B | · | $492M | $467M | $378M | $236M | $91M | $50M |
Balance Sheet 26
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $182M | $154M | $66M | $80M | $43M | $424M | $14M | $10M | $58M | $14M | $65M | $18M | |
| Receivables | $1.06B | $1.16B | $1.44B | $1.45B | $1.71B | $823M | $615M | $654M | $632M | $569M | $529M | $140M | |
| Inventory | $1.09B | $1.21B | $1.23B | $1.43B | $1.63B | $785M | $561M | $597M | $602M | $542M | $513M | $138M | |
| Other Current Assets | $127M | $117M | $113M | $124M | $128M | $59M | $39M | $44M | $34M | $35M | $30M | $11M | |
| Current Assets | $2.93B | $3.14B | $3.30B | $3.50B | $3.97B | $2.22B | $1.31B | $1.37B | $1.40B | $1.22B | $1.19B | $332M | |
| PP&E (Net) | $2.20B | $1.96B | $1.80B | $1.57B | $1.39B | $749M | $722M | $670M | $639M | $656M | $734M | $76M | |
| PP&E (Gross) | $3.65B | $3.17B | $2.82B | $2.41B | $2.06B | $1.27B | $1.17B | $1.06B | $964M | $925M | $923M | $228M | |
| Accum. Depreciation | $1.45B | $1.21B | $1.01B | $838M | $672M | $524M | $449M | $390M | $325M | $269M | $188M | $152M | |
| Goodwill | $4.14B | $3.68B | $3.56B | $3.46B | $3.27B | $785M | $769M | $740M | $740M | $740M | $740M | $140M | |
| Intangibles | $1.18B | $1.10B | $1.30B | $1.55B | $1.60B | $120M | $128M | $103M | $133M | $159M | $190M | $17M | |
| Other Non-current Assets | $140M | $104M | $38M | $36M | $29M | $21M | $22M | $22M | $23M | $18M | $17M | $8M | |
| Total Assets | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Accounts Payable | $715M | $868M | $881M | $803M | $1.09B | $600M | $437M | $423M | $514M | $410M | $365M | $74M | |
| Accrued Liabilities | $566M | $634M | $718M | $739M | $719M | $327M | $309M | $293M | $272M | $293M | $294M | $68M | |
| Current Liabilities | $1.57B | $1.78B | $1.86B | $1.84B | $2.13B | $1.07B | $821M | $731M | $798M | $755M | $735M | $172M | |
| Capital Leases | $548M | $525M | $434M | $404M | $375M | $219M | $237M | $6M | $9M | $4M | $1M | · | |
| Deferred Tax | $178M | $148M | $167M | $270M | $362M | $49M | $37M | · | · | · | $12M | $6M | |
| Other Non-current Liabilities | $158M | $135M | $125M | $138M | $120M | $80M | $52M | $59M | $60M | $60M | $64M | $10M | |
| Total Liabilities | $6.89B | $6.29B | $5.77B | $5.63B | $5.91B | $3.02B | $2.42B | $2.34B | $2.63B | $2.60B | $2.73B | $534M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Common Stock | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $982.0K | |
| Retained Earnings | $154M | $24M | $460M | $704M | $540M | $562M | $249M | $35M | $-172M | $-219M | $-364M | $-341M | |
| Stockholders' Equity | $4.35B | $4.30B | $4.73B | $4.96B | $4.80B | $1.15B | $825M | $596M | $376M | $310M | $149M | $40M | |
| Liabilities + Equity | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Shares Outstanding | 110,585,000 | 113,578,000 | 121,857,000 | 138,864,000 | 179,820,000 | 116,829,000 | 116,052,000 | 115,078,000 | 113,572,000 | 111,564,000 | 109,726,000 | 98,226,000 |
Cash Flow 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $591M | $562M | $558M | $497M | $547M | $117M | $100M | $98M | $93M | $110M | $58M | · | |
| Stock-based Comp | $54M | $63M | $49M | $31M | $31M | $17M | $12M | $14M | $14M | $11M | $7M | $6M | |
| Deferred Tax | $7M | $-19M | $-102M | $-92M | $-35M | $17M | $51M | $52M | $49M | $-125M | $3M | $524.0K | |
| Amort. of Intangibles | $297M | $305M | $336M | $303M | $358M | $22M | $16M | $24M | $22M | $23M | $12M | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $581.0K | $4M | $515.0K | |
| Other Non-cash | $129M | $189M | $262M | $414M | $-526M | · | $119M | $-87M | $-16M | · | · | · | |
| Operating Cash Flow | $1.22B | $1.87B | $2.31B | $3.60B | $1.74B | $260M | $504M | $283M | $179M | $158M | $177M | $27M | |
| CapEx | $363M | $381M | $476M | $340M | $228M | $112M | $113M | $101M | $62M | $43M | $44M | $26M | |
| Investing Cash Flow | $-1.47B | $-711M | $-668M | $-957M | $-1.34B | $-136M | $-199M | $-97M | $-59M | $-38M | $-1.51B | $-95M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $111M | · | |
| Stock Repurchased | $414M | $1.52B | $1.81B | $2.59B | $1.71B | $4M | $10M | $5M | $3M | $1M | $986.0K | $1M | |
| Net Stock Activity | $-414M | $-1.52B | $-1.85B | $-2.63B | $-1.71B | · | $-10M | $-5M | $-3M | $-1M | $110M | $-1M | |
| Financing Cash Flow | $279M | $-1.07B | $-1.65B | $-2.60B | $-780M | $286M | $-301M | $-234M | $-76M | $-171M | $1.38B | $30M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $43M | $-51M | $47M | $-37M | |
| Taxes Paid | $68M | $373M | $579M | $936M | $633M | $43M | $18M | $3M | $6M | $3M | $1M | $456.0K | |
| Free Cash Flow | $853M | $1.49B | $1.83B | $3.26B | $1.52B | · | $391M | $181M | $116M | $116M | $133M | $2M | |
| Levered FCF | · | · | · | · | · | · | · | · | $35M | $-1.31B | $-2M | $-27M |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% | · | 27.2% | 24.9% | 24.6% | 25.1% | 25.3% | 22.3% | |
| Operating Margin | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% | · | 5.4% | 4.8% | 4.0% | 3.7% | 2.5% | 3.1% | |
| Net Margin | 2.9% | 6.6% | 9.0% | 12.1% | 8.7% | · | 3.0% | 2.7% | 0.55% | 2.3% | -0.64% | 1.1% | |
| Pretax Margin | 3.4% | 8.5% | 11.6% | 15.7% | 11.3% | · | 3.9% | 3.4% | 1.3% | 0.34% | -0.52% | 1.2% | |
| EBITDA Margin | 9.1% | 13.2% | 16.0% | 18.8% | 14.8% | · | 6.8% | 6.0% | 5.4% | 3.7% | 2.5% | 3.1% | |
| ROA | 4.0% | 10.2% | 14.6% | 25.8% | 23.2% | · | 7.2% | 6.9% | 1.3% | 5.0% | -1.3% | 3.3% | |
| ROE | 10.2% | 24.7% | 33.1% | 54.0% | 33.4% | · | 27.7% | 36.2% | 11.3% | 62.9% | -24.1% | 65.3% | |
| ROIC | 15.3% | 28.8% | 35.7% | 58.5% | 38.1% | · | 37.3% | 48.7% | 32.0% | 508.5% | 75.1% | 11.1% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 | · | 1.6 | 1.9 | 1.7 | 1.6 | 1.6 | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 9.5 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 8.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 1.5 | 1.1 | 0.8 | 1.6 |
Efficiency 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.6 | 1.6 | 2.1 | 2.7 | · | 2.4 | 2.6 | 2.4 | 2.2 | 2.1 | 2.9 | |
| Inventory Turnover | 9.2 | 9.0 | 8.4 | 9.8 | 11.7 | · | 9.2 | 9.7 | 9.3 | 9.0 | 8.2 | 9.5 | |
| Receivables Turnover | 13.7 | 12.6 | 11.9 | 14.4 | 15.7 | · | 11.5 | 12.0 | 11.7 | 11.6 | 10.7 | 11.0 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -7.4% | -4.1% | -24.8% | 14.2% | 132.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -12.6% | -6.2% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -57.1% | -24.1% | -29.0% | 98.4% | 218.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -38.6% | 2.2% | 65.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -59.6% | -30.0% | -44.0% | 59.4% | 450.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -45.9% | -14.5% | 70.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Net Income TTM | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| Market Cap | $11.38B | $16.23B | $20.34B | $9.01B | $15.41B | · | $2.95B | $1.26B | $2.47B | $1.22B | $1.22B | $675M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $1.04B | |
| P/E | 26.4 | 15.8 | 14.0 | 3.9 | 10.1 | 15.3 | 13.4 | 6.2 | 64.1 | 8.6 | -50.4 | 38.2 | |
| P/S | 0.7 | 1.0 | 1.2 | 0.4 | 0.8 | · | 0.4 | 0.2 | 0.4 | 0.2 | 0.3 | 0.4 | |
| P/B | 2.6 | 3.8 | 4.3 | 1.8 | 3.2 | · | 3.6 | 2.1 | 6.6 | 4.0 | 8.1 | 16.8 | |
| P / Tangible Book | · | · | · | · | · | 19.3 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.7 | 8.8 | 2.5 | 8.8 | · | 5.9 | 4.4 | 13.9 | 7.7 | 6.9 | 24.5 | |
| P / FCF | 13.3 | 10.9 | 11.1 | 2.8 | 10.2 | · | 7.5 | 6.9 | 21.3 | 10.6 | 9.1 | 379.7 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | 20.8 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | · | 585.8 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 0.6 | |
| Earnings Yield | 3.8% | 6.3% | 7.1% | 25.9% | 9.9% | 6.5% | 7.5% | 16.1% | 1.6% | 11.6% | -2.0% | 2.6% |
Income Statement 13
| 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 | $3.86B | $3.29B | $3.36B | $3.94B | $4.23B | $3.66B | $3.82B | $4.23B | $4.46B | $3.89B | $4.15B | $4.53B | $4.53B | $3.88B | $4.36B | $5.76B | |
| Cost of Revenue | $2.78B | $2.36B | $2.36B | $2.74B | $2.94B | $2.54B | $2.59B | $2.85B | $2.99B | $2.59B | $2.69B | $2.95B | $2.93B | $2.51B | $2.87B | $3.75B | |
| Gross Profit | $1.09B | $929M | $1.00B | $1.20B | $1.30B | $1.12B | $1.23B | $1.39B | $1.46B | $1.30B | $1.46B | $1.58B | $1.59B | $1.37B | $1.49B | $2.01B | |
| SG&A Expense | $958M | $912M | $940M | $971M | $988M | $931M | $930M | $958M | $973M | $926M | $974M | $939M | $1.02B | $904M | $959M | $1.00B | |
| Operating Income | $129M | $17M | $62M | $229M | $311M | $184M | $304M | $428M | $489M | $374M | $490M | $642M | $577M | $467M | $526M | $1.01B | |
| Pretax Income | $52M | $-58M | $-6M | $160M | $239M | $120M | $251M | $374M | $437M | $325M | $444M | $591M | $524M | $425M | $484M | $970M | |
| Income Tax | $56M | $-10M | $-37M | $37M | $54M | $23M | $61M | $89M | $93M | $66M | $93M | $140M | $119M | $91M | $99M | $232M | |
| Net Income | $-4M | $-47M | $31M | $122M | $185M | $96M | $190M | $285M | $344M | $259M | $351M | $451M | $405M | $334M | $385M | $738M | |
| EPS (Basic) | $-0.04 | $-0.43 | $0.28 | $1.11 | $1.67 | $0.85 | $1.67 | $2.45 | $2.89 | $2.12 | $2.81 | $3.62 | $3.19 | $2.44 | $2.83 | $4.75 | |
| EPS (Diluted) | $-0.04 | $-0.43 | $0.29 | $1.10 | $1.66 | $0.84 | $1.65 | $2.44 | $2.87 | $2.10 | $2.78 | $3.59 | $3.16 | $2.41 | $2.79 | $4.72 | |
| Shares (Basic) | 107,564,000 | 109,870,000 | -223,723,000 | 110,547,000 | 110,922,000 | 113,675,000 | -239,354,000 | 116,176,000 | 119,244,000 | 121,972,000 | -260,851,000 | 124,577,000 | 126,977,000 | 137,074,000 | -340,847,000 | 155,309,000 | |
| Shares (Diluted) | 107,564,000 | 109,870,000 | -224,643,000 | 110,930,000 | 111,196,000 | 114,339,000 | -241,403,000 | 116,940,000 | 120,072,000 | 123,371,000 | -263,272,000 | 125,792,000 | 128,066,000 | 138,412,000 | -344,107,000 | 156,493,000 | |
| EBITDA | $129M | $165M | · | $229M | $311M | $329M | · | $428M | $489M | $514M | · | $642M | $577M | $604M | · | $1.01B |
Balance Sheet 24
| 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 | $66M | $98M | $182M | $296M | $87M | $115M | $154M | $328M | $76M | $697M | · | $88M | $89M | $144M | · | $85M | |
| Receivables | $1.30B | $1.16B | $1.06B | $1.25B | $1.33B | $1.25B | $1.16B | $1.37B | $1.48B | $1.39B | · | $1.62B | $1.62B | $1.43B | · | $1.92B | |
| Inventory | $1.27B | $1.19B | $1.09B | $1.18B | $1.31B | $1.35B | $1.21B | $1.20B | $1.29B | $1.36B | · | $1.33B | $1.36B | $1.34B | · | $1.76B | |
| Other Current Assets | $133M | $129M | $127M | $121M | $131M | $132M | $117M | $109M | $124M | $120M | · | $101M | $99M | $116M | · | $142M | |
| Current Assets | $3.24B | $3.12B | $2.93B | $3.30B | $3.29B | $3.28B | $3.14B | $3.47B | $3.45B | $3.94B | · | $3.57B | $3.61B | $3.35B | · | $4.42B | |
| PP&E (Net) | $2.11B | $2.16B | $2.20B | $2.20B | $2.19B | $2.17B | $1.96B | $1.94B | $1.90B | $1.84B | · | $1.76B | $1.68B | $1.61B | · | $1.49B | |
| PP&E (Gross) | · | · | $3.65B | · | · | · | $3.17B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.45B | · | · | · | $1.21B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.15B | $4.14B | $4.14B | $4.00B | $3.99B | $3.97B | $3.68B | $3.65B | $3.60B | $3.58B | $3.56B | $3.52B | $3.50B | $3.50B | $3.46B | $3.45B | |
| Intangibles | $1.05B | $1.11B | $1.18B | $1.20B | $1.26B | $1.32B | $1.10B | $1.14B | $1.17B | $1.24B | · | $1.35B | $1.41B | $1.49B | · | $1.64B | |
| Other Non-current Assets | $137M | $139M | $140M | $134M | $131M | $112M | $104M | $89M | $80M | $54M | · | $40M | $55M | $51M | · | $35M | |
| Total Assets | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Accounts Payable | $1.03B | $925M | $715M | $961M | $1.01B | $1.02B | $868M | $1.02B | $1.03B | $1.02B | · | $1.03B | $1.06B | $939M | · | $1.09B | |
| Accrued Liabilities | $481M | $531M | $566M | $579M | $530M | $483M | $634M | $645M | $577M | $484M | · | $712M | $600M | $593M | · | $851M | |
| Current Liabilities | $1.81B | $1.77B | $1.57B | $1.85B | $1.83B | $1.80B | $1.78B | $1.96B | $1.89B | $1.78B | · | $2.03B | $1.96B | $1.83B | · | $2.29B | |
| Capital Leases | $534M | $543M | $548M | $531M | $531M | $526M | $525M | $532M | $452M | $445M | · | $417M | $409M | $404M | · | $415M | |
| Deferred Tax | $238M | $230M | $178M | $172M | $116M | $138M | $148M | $121M | $140M | $159M | · | $197M | $232M | $248M | · | $305M | |
| Other Non-current Liabilities | $154M | $141M | $158M | $138M | $135M | $137M | $135M | $135M | $131M | $125M | · | $120M | $124M | $141M | · | $130M | |
| Total Liabilities | $7.32B | $7.30B | $6.89B | $7.11B | $7.29B | $7.07B | $6.29B | $6.45B | $6.42B | $6.21B | · | $6.16B | $6.39B | $5.82B | · | $6.31B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $-4M | $0 | $154M | $122M | · | $108M | $24M | $179M | $54M | $699M | · | $318M | $92M | $410M | · | $970M | |
| Stockholders' Equity | $4.01B | $4.00B | $4.35B | $4.32B | $4.18B | $4.37B | $4.30B | $4.45B | $4.30B | $4.96B | $4.73B | $4.58B | $4.34B | $4.66B | $4.96B | $5.22B | |
| Liabilities + Equity | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Shares Outstanding | 107,594,000 | 107,518,000 | 110,585,000 | 110,552,000 | 110,537,000 | 113,726,000 | 113,578,000 | 115,557,000 | 116,451,000 | 122,049,000 | 121,857,000 | 123,400,000 | 125,032,000 | 131,767,000 | 138,864,000 | 148,994,000 |
Cash Flow 13
| 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 | $150M | $148M | $151M | $148M | $148M | $145M | $136M | $142M | $143M | $140M | $142M | $141M | $139M | $137M | $142M | $126M | |
| Stock-based Comp | $7M | $14M | $7M | $16M | $16M | $14M | $12M | $17M | $17M | $17M | $13M | $12M | $12M | $11M | $5M | $8M | |
| Deferred Tax | $9M | $51M | $-17M | $56M | $-22M | $-11M | $27M | $-19M | $-19M | $-8M | $-30M | $-35M | $-16M | $-21M | $-35M | $-35M | |
| Amort. of Intangibles | $72M | $73M | $76M | $74M | $74M | $73M | $68M | $76M | $81M | $80M | $83M | $84M | $85M | $85M | $90M | $77M | |
| Other Non-cash | · | $-78M | · | · | · | $-113M | · | · | · | $-91M | · | · | · | $194M | · | · | |
| Operating Cash Flow | $68M | $87M | $195M | $548M | $341M | $132M | $373M | $730M | $452M | $317M | $612M | $649M | $391M | $654M | $971M | $1.50B | |
| CapEx | $38M | $47M | $88M | $86M | $89M | $100M | $100M | $100M | $88M | $93M | $100M | $145M | $125M | $106M | $135M | $86M | |
| Investing Cash Flow | $-49M | $-58M | $-305M | $-102M | $-147M | $-912M | $-176M | $-219M | $-165M | $-151M | $-192M | $-164M | $-133M | $-179M | $-140M | $-510M | |
| Stock Repurchased | $3M | $300M | $0 | $1.0K | $402M | $12M | $364M | $153M | $983M | $17M | $219M | $178M | $755M | $604M | $614M | $686M | |
| Net Stock Activity | · | $-300M | · | · | · | $-12M | · | · | · | $-17M | · | · | · | $-627M | · | · | |
| Financing Cash Flow | $-51M | $-113M | $-4M | $-236M | $-222M | $741M | $-372M | $-258M | $-909M | $465M | $-441M | $-486M | $-313M | $-412M | $-836M | $-1.07B | |
| Taxes Paid | $5M | $730.0K | $-5M | $11M | $60M | $2M | $61M | $110M | $199M | $3M | $135M | $147M | $293M | $4M | $145M | $360M | |
| Free Cash Flow | · | $41M | · | · | · | $32M | · | · | · | $224M | · | · | · | $549M | · | · |
Profitability 8
| 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 | 28.1% | 28.3% | · | 30.4% | 30.7% | 30.5% | · | 32.8% | 32.8% | 33.4% | · | 34.9% | 35.2% | 35.3% | · | 35.0% | |
| Operating Margin | 3.3% | 0.50% | · | 5.8% | 7.3% | 5.0% | · | 10.1% | 11.0% | 9.6% | · | 14.1% | 12.7% | 12.0% | · | 17.6% | |
| Net Margin | -0.10% | -1.4% | · | 3.1% | 4.4% | 2.6% | · | 6.7% | 7.7% | 6.7% | · | 10.0% | 8.9% | 8.6% | · | 12.8% | |
| Pretax Margin | 1.4% | -1.8% | · | 4.0% | 5.7% | 3.3% | · | 8.8% | 9.8% | 8.4% | · | 13.0% | 11.6% | 10.9% | · | 16.8% | |
| EBITDA Margin | 3.3% | 5.0% | · | 5.8% | 7.3% | 9.0% | · | 10.1% | 11.0% | 13.2% | · | 14.1% | 12.7% | 15.6% | · | 17.6% | |
| ROA | -0.03% | -0.42% | · | 1.1% | 1.7% | 0.85% | · | 2.6% | 3.2% | 2.4% | · | 4.0% | 3.5% | 3.0% | · | 6.6% | |
| ROE | -0.10% | -1.1% | · | 2.8% | 4.4% | 2.1% | · | 6.3% | 8.0% | 5.4% | · | 9.2% | 8.5% | 6.8% | · | 13.7% | |
| ROIC | -0.24% | 0.34% | · | 4.1% | 5.8% | 3.4% | · | 7.3% | 8.9% | 6.0% | · | 10.7% | 10.3% | 7.9% | · | 14.8% |
Liquidity & Solvency 2
| 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 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 2.2 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.8 | 1.2 | · | 0.8 | 0.9 | 0.9 | · | 0.9 |
Efficiency 3
| 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 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | |
| Inventory Turnover | 2.2 | 1.9 | · | 2.3 | 2.3 | 1.9 | · | 2.2 | 2.3 | 1.9 | · | 1.9 | 1.7 | 1.4 | · | 2.2 | |
| Receivables Turnover | 2.9 | 2.7 | · | 3.0 | 3.0 | 2.8 | · | 2.8 | 2.9 | 2.8 | · | 2.6 | 2.2 | 2.1 | · | 2.8 |
Valuation (TTM) 10
| 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 | $15.32B | $15.12B | · | $16.07B | $16.58B | $16.24B | · | $17.11B | $17.41B | $16.84B | · | $18.71B | $21.10B | $22.25B | · | $23.88B | |
| Net Income TTM | $256M | $356M | · | $689M | $910M | $984M | · | $1.34B | $1.46B | $1.45B | · | $1.93B | $2.46B | $2.70B | · | $2.98B | |
| Market Cap | $9.63B | $8.85B | · | $13.40B | $12.90B | $14.21B | · | $22.40B | $16.12B | $25.45B | · | $15.36B | $17.00B | $11.70B | · | $8.78B | |
| P/E | 39.1 | 26.0 | · | 20.1 | 14.9 | 15.1 | · | 17.6 | 11.8 | 18.5 | · | 9.0 | 8.5 | 5.4 | · | 3.5 | |
| P/S | 0.6 | 0.6 | · | 0.8 | 0.8 | 0.9 | · | 1.3 | 0.9 | 1.5 | · | 0.8 | 0.8 | 0.5 | · | 0.4 | |
| P/B | 2.4 | 2.2 | · | 3.1 | 3.1 | 3.2 | · | 5.0 | 3.7 | 5.1 | · | 3.4 | 3.9 | 2.5 | · | 1.7 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | 193.6 | · | · | · | · | · | 65.6 | |
| P / Cash Flow | · | 101.2 | · | · | · | 107.4 | · | · | · | 80.2 | · | · | · | 17.9 | · | · | |
| P / FCF | · | 217.4 | · | · | · | 439.2 | · | · | · | 113.6 | · | · | · | 21.3 | · | · | |
| Earnings Yield | 2.6% | 3.9% | · | 5.0% | 6.7% | 6.6% | · | 5.7% | 8.5% | 5.4% | · | 11.2% | 11.8% | 18.5% | · | 28.9% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B |
| Gross Margin % | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% |
| Operating Margin % | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% |
| Net Income | $435M | $1.08B | $1.54B | $2.75B | $1.73B |
| Diluted EPS | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 |
| Quick Ratio | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $853M | $1.49B | $1.83B | $3.26B | $1.52B |
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Institutional owners (13F) 751 filers · $7.5B total · As of June 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 103 (-7 vs prior Q) | 136 (+16 vs prior Q) | 252 (-26 vs prior Q) | 244 (-5 vs prior Q) | +18.0M |
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $613,352,382 | 6,854,631 | 8.16% | Shares |
| STATE STREET CORP | $433,067,055 | 4,839,758 | 5.76% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372,426,140 | 4,162,116 | 4.95% | Shares |
| Capital International Investors | $349,627,083 | 3,907,321 | 4.65% | Shares |
| Pictet Asset Management Holding SA | $340,120,280 | 3,801,076 | 4.52% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $282,860,205 | 3,161,156 | 3.76% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $260,612,290 | 2,912,520 | 3.47% | Shares |
| Coliseum Capital Management, LLC | $232,488,547 | 2,598,218 | 3.09% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $221,227,554 | 2,477,579 | 2.94% | Shares |
| Brave Warrior Advisors, LLC | $209,434,293 | 2,340,571 | 2.79% | Shares |
| SANDS CAPITAL MANAGEMENT, LLC | $204,303,957 | 2,283,236 | 2.72% | Shares |
| D1 Capital Partners L.P. | $146,677,585 | 1,639,222 | 1.95% | Shares |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $134,907,564 | 1,507,684 | 1.79% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $109,342,770 | 1,221,980 | 1.45% | Shares |
| Public Sector Pension Investment Board | $96,113,958 | 1,074,139 | 1.28% | Shares |
| Holocene Advisors, LP | $95,463,438 | 1,066,869 | 1.27% | Shares |
| Capital World Investors | $89,979,567 | 1,005,583 | 1.20% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81,933,078 | 915,658 | 1.09% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $79,578,949 | 889,349 | 1.06% | Shares |
| Focus Partners Wealth | $78,920,786 | 881,993 | 1.05% | Shares |
| NORGES BANK | $77,038,522 | 860,958 | 1.02% | Shares |
| Loews Corp | $69,794,400 | 780,000 | 0.93% | Shares |
| Clearbridge Investments, LLC | $64,180,973 | 717,266 | 0.85% | Shares |
| GOLDMAN SACHS GROUP INC | $60,153,556 | 672,257 | 0.80% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $58,736,551 | 656,421 | 0.78% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $58,286,271 | 651,389 | 0.78% | Shares |
| Evercore Wealth Management, LLC | $58,179,807 | 650,199 | 0.77% | Shares |
| AMERIPRISE FINANCIAL INC | $58,086,472 | 649,153 | 0.77% | Shares |
| JANUS HENDERSON GROUP PLC | $55,881,323 | 678,748 | 0.74% | Shares |
| FMR LLC | $55,474,021 | 619,960 | 0.74% | Shares |
| Long Focus Capital Management, LLC | $55,209,160 | 617,000 | 0.73% | Shares |
| Allianz Asset Management GmbH | $53,989,548 | 603,370 | 0.72% | Shares |
| Zurich Insurance Group Ltd/FI | $53,887,809 | 602,233 | 0.72% | Shares |
| L1 Capital Pty Ltd | $53,712,070 | 600,269 | 0.71% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $53,652,029 | 599,598 | 0.71% | Shares |
| Caisse de depot et placement du Quebec | $53,589,572 | 598,900 | 0.71% | Shares |
| Capital Research Global Investors | $53,191,131 | 593,700 | 0.71% | Shares |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $49,547,045 | 553,722 | 0.66% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $45,160,556 | 504,700 | 0.60% | Call option |
| JANE STREET GROUP, LLC | $37,161,044 | 415,300 | 0.49% | Call option |
| BANK OF AMERICA CORP /DE/ | $33,941,733 | 379,322 | 0.45% | Shares |
| MILLENNIUM MANAGEMENT LLC | $31,722,718 | 354,523 | 0.42% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $30,707,031 | 343,172 | 0.41% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $30,258,109 | 338,155 | 0.40% | Shares |
| ANCHOR CAPITAL ADVISORS LLC | $30,124,366 | 336,660 | 0.40% | Shares |
| Fiera Capital Corp | $29,349,887 | 328,005 | 0.39% | Shares |
| Qube Research & Technologies Ltd | $28,567,564 | 319,262 | 0.38% | Shares |
| KLCM Advisors, Inc. | $26,538,873 | 296,590 | 0.35% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26,369,756 | 294,700 | 0.35% | Put option |
| JB CAPITAL PARTNERS LP | $26,151,872 | 292,265 | 0.35% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $26,116,005 | 291,864 | 0.35% | Shares |
| Amundi | $25,862,315 | 289,029 | 0.34% | Shares |
| STIFEL FINANCIAL CORP | $24,950,267 | 278,838 | 0.33% | Shares |
| JANE STREET GROUP, LLC | $24,526,468 | 274,100 | 0.33% | Put option |
| BlackRock, Inc. | $24,467,322 | 273,439 | 0.33% | Shares |
| Lodge Hill Capital, LLC | $24,311,716 | 271,700 | 0.32% | Shares |
| Zimmer Partners, LP | $23,488,500 | 262,500 | 0.31% | Shares |
| COMMERCE BANK | $23,256,747 | 259,910 | 0.31% | Shares |
| RBF Capital, LLC | $23,148,655 | 258,702 | 0.31% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $22,056,373 | 246,495 | 0.29% | Shares |
| Long Pond Capital, LP | $21,989,710 | 245,750 | 0.29% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $21,511,976 | 240,411 | 0.29% | Shares |
| NEUBERGER BERMAN GROUP LLC | $21,501,096 | 240,289 | 0.29% | Shares |
| LPL Financial LLC | $21,476,522 | 240,015 | 0.29% | Shares |
| CITADEL ADVISORS LLC | $21,188,864 | 236,800 | 0.28% | Call option |
| Atlas FRM LLC | $20,848,840 | 233,000 | 0.28% | Shares |
| Vanguard Global Advisers, LLC | $20,595,522 | 230,169 | 0.27% | Shares |
| Gotham Asset Management, LLC | $20,397,503 | 227,956 | 0.27% | Shares |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $20,185,614 | 225,588 | 0.27% | Shares |
| Woodson Capital Management, LP | $19,685,600 | 220,000 | 0.26% | Shares |
| RAYMOND JAMES FINANCIAL INC | $19,462,884 | 217,511 | 0.26% | Shares |
| Swiss National Bank | $19,380,205 | 216,587 | 0.26% | Shares |
| RHUMBLINE ADVISERS | $18,265,041 | 204,125 | 0.24% | Shares |
| VANGUARD GROUP INC | $17,641,005 | 171,455 | 0.23% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $17,382,831 | 194,265 | 0.23% | Shares |
| Cinctive Capital Management LP | $16,767,657 | 187,390 | 0.22% | Shares |
| UBS Group AG | $16,349,517 | 182,717 | 0.22% | Shares |
| FIRST TRUST ADVISORS LP | $16,133,493 | 180,307 | 0.21% | Shares |
| BARCLAYS PLC | $15,889,052 | 177,571 | 0.21% | Shares |
| LITTLEJOHN & CO LLC | $15,271,641 | 170,671 | 0.20% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $14,969,019 | 167,289 | 0.20% | Shares |
| STADIUM CAPITAL MANAGEMENT LLC | $14,217,835 | 158,894 | 0.19% | Shares |
| WOLVERINE TRADING, LLC | $14,102,019 | 117,900 | 0.19% | Call option |
| PICTON MAHONEY ASSET MANAGEMENT | $14,074,940 | 157,297 | 0.19% | Shares |
| Quantinno Capital Management LP | $14,049,198 | 157,009 | 0.19% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13,557,446 | 164,672 | 0.18% | Shares |
| Mountain Lake Investment Management LLC | $13,231,139 | 147,867 | 0.18% | Shares |
| PARNASSUS INVESTMENTS, LLC | $12,965,920 | 144,903 | 0.17% | Shares |
| Select Equity Group, L.P. | $12,876,172 | 143,900 | 0.17% | Call option |
| NEW YORK STATE COMMON RETIREMENT FUND | $12,874,293 | 143,879 | 0.17% | Shares |
| MOORE CAPITAL MANAGEMENT, LP | $12,472,170 | 139,385 | 0.17% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $12,224,131 | 136,613 | 0.16% | Shares |
| Hauser Brothers GmbH | $11,533,972 | 128,900 | 0.15% | Shares |
| TWO SIGMA ADVISERS, LP | $11,029,808 | 107,200 | 0.15% | Shares |
| ALLIANCEBERNSTEIN L.P. | $10,972,284 | 133,272 | 0.15% | Shares |
| Rafferty Asset Management, LLC | $10,668,700 | 119,230 | 0.14% | Shares |
| TUDOR INVESTMENT CORP ET AL | $10,614,654 | 118,626 | 0.14% | Shares |
| California Public Employees Retirement System | $10,597,474 | 118,434 | 0.14% | Shares |
| THORNBURG INVESTMENT MANAGEMENT INC | $9,743,656 | 108,892 | 0.13% | Shares |
| Edgestream Partners, L.P. | $9,551,722 | 106,747 | 0.13% | Shares |
Company insiders 48 insiders · 24 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Peter M. Jackson | President & CEO | March 15, 2026 F | 272,332 | 0 | 0 | $0 |
| David E Flitman | President and CEO | March 15, 2022 F | 235,641 | 0 | 0 | $0 |
| Chad M Crow | CEO | March 1, 2021 F | 338,684 | 0 | 0 | $0 |
| Pete Beckmann | EVP & CFO | March 15, 2026 F | 43,259 | 0 | 0 | $0 |
| Charles L Horn | SVP & Chief Financial Officer | Feb. 27, 2009 F | 19,831 | 0 | 0 | $0 |
| Todd Vance | President - East Division | July 18, 2026 A | 42,684 | 0 | 0 | $0 |
| Paul Vaughn | President - West Division | July 18, 2026 A | 40,724 | 0 | 0 | $0 |
| Gayatri Narayan | President - Tech & Digital | June 13, 2026 F | 28,252 | 0 | 0 | $0 |
| Jonathan P Cope | President - Commercial | March 15, 2026 A | 13,770 | 0 | 0 | $0 |
| Scott L Robins | President - West Division | March 15, 2026 F | 151,247 | 0 | 0 | $0 |
| Paul M Mccrobie | President - East Division | March 15, 2025 A | 22,207 | 0 | 0 | $0 |
| Michael Alan Farmer | President - Commercial Ops | May 22, 2024 F | 60,058 | 0 | 0 | $0 |
| Kevin P Omeara | President & COO | May 1, 2007 M | 197,122 | 0 | 0 | $0 |
| Stephen J Herron | Chief Operating Officer | June 5, 2026 G | 110,260 | 0 | 0 | $0 |
| Michael Hiller | COO-Designate | June 4, 2026 G | 52,142 | 0 | 0 | $0 |
| Morris E Tolly | SVP - COO - East | March 5, 2018 M | 124,040 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief Human Resources Officer | July 18, 2026 A | 7,406 | 0 | 0 | $0 |
| Matthew Trester | Principal Accounting Officer | March 15, 2026 F | 4,629 | 0 | 0 | $0 |
| Timothy D Johnson | EVP & General Counsel | Aug. 22, 2025 G | 73,151 | 0 | 1 | $-181,062 |
| Amy B Messersmith | Chief People Officer | May 22, 2024 F | 26,053 | 0 | 0 | $0 |
| Jami Beckmann | Principal Accounting Officer | May 22, 2024 F | 20,053 | 0 | 0 | $0 |
| Donald F Mcaleenan | SVP & General Counsel | March 1, 2020 F | 188,653 | 0 | 0 | $0 |
| Frederick B Schenkel | Vice President, Manufacturing | Feb. 3, 2013 F | 54,049 | 0 | 0 | $0 |
| Brad Alan Leist | Vice President and Controller | Feb. 3, 2012 F | 35,913 | 0 | 0 | $0 |
| Maria Renz | Director | June 1, 2026 A | 6,381 | 0 | 0 | $0 |
| Craig Arthur Steinke | Director | June 1, 2026 A | 102,062 | 0 | 0 | $0 |
| Dirkson R Charles | Director | June 1, 2026 A | 14,296 | 0 | 0 | $0 |
| William B Hayes | Director | June 1, 2026 A | 19,638 | 0 | 0 | $0 |
| Cory Jacobs Boydston | Director | June 1, 2026 A | 26,721 | 0 | 0 | $0 |
| Mark A Alexander | Director | June 1, 2026 A | 47,913 | 0 | 0 | $0 |
| James Oleary | Director | June 1, 2026 A | 91,231 | 0 | 0 | $0 |
| Paul S Levy | Director | June 1, 2026 A | 1,730,798 | 1 | 0 | $4,386,500 |
| Cleveland A Christophe | Director | June 1, 2026 A | 38,198 | 0 | 0 | $0 |
| David E Rush | Director | May 14, 2026 A | 124,842 | 0 | 1 | $-390,850 |
| Cheryl Ainoa | Director | May 14, 2026 A | 4,629 | 0 | 0 | $0 |
| Brett N Milgrim | Director | May 14, 2026 A | 82,634 | 0 | 0 | $0 |
| Floyd F Sherman | Director | June 14, 2022 S | 13,972 | 0 | 0 | $0 |
| Daniel Agroskin | Director | June 1, 2022 A | 36,442 | 0 | 0 | $0 |
| David W Bullock | Director | June 15, 2021 A | 99,931 | 0 | 0 | $0 |
| Janice L Davis | Director | Dec. 1, 2020 A | 13,432 | 0 | 0 | $0 |
| David Barr | Director | Dec. 1, 2020 A | 102,417 | 0 | 0 | $0 |
| Robert C Griffin | Director | May 23, 2019 S | 25,719 | 0 | 0 | $0 |
| Kevin Kruse | Director | Aug. 1, 2018 A | 67,075 | 0 | 0 | $0 |
| Michael Graff | Director | May 24, 2016 S | 0 | 0 | 0 | $0 |
| Ramsey A Frank | Director | Feb. 27, 2006 J | 0 | 0 | 0 | $0 |
| Alexander R Castaldi | Director | July 22, 2005 S | 17,305,103 | 0 | 0 | $0 |
| STADIUM CAPITAL PARTNERS L P | 10% owner | April 15, 2015 S | 8,778,289 | 0 | 0 | $0 |
| JLL BUILDING PRODUCTS LLC | 10% owner | July 22, 2005 S | 17,305,103 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 8 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 |
|---|---|---|---|---|---|
| JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy ×6 filings | Sept. 11, 2017 | — | Initial filing | — | SEC |
| Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX GP L.P., WPP GP LLC, Warburg Pincus Partners, L.P., Warburg Pincus Partners GP LLC, Warburg Pincus & Co., Warburg Pincus LLC, Charles R. Kaye, Joseph P. Landy ×10 filings | May 25, 2016 | — | Initial filing | — | SEC |
| Robert E. Robotti, Robotti & Company, Incorporated, Robotti & Company, LLC, Robotti & Company Advisors, LLC, Suzanne Robotti, Kenneth R. Wasiak, Ravenswood Management Company, L.L.C., The Ravenswood Investment Company, L.P., Ravenswood Investments III, L.P. ×3 filings | Aug. 26, 2013 | — | Initial filing | — | SEC |
| Building Products, LLC, JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy, JWP LLC, Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX, LLC, Warburg Pincus Partners, LLC, Warburg Pincus LLC, Warburg Pincus & Co., Charles R. Kaye, Joseph P. Landy ×4 filings | June 24, 2010 | — | Initial filing | — | SEC |
| Stadium Capital Management, LLC, Bradley R. Kent, Alexander M. Seaver, Stadium Relative Value Partners, L.P. ×3 filings | Jan. 19, 2010 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 14, 2008 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 8, 2006 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 2, 2006 | — | Initial filing | — | 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 ownership Held by 135 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 |
|---|---|---|---|---|
| ITB · iShares Trust | 1.64% | 524,944 SH | Aug. 8, 2026 | Daily |
| NAIL · Direxion Shares ETF Trust | 1.41% | 100,458 NS | April 30, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.12% | 161,706 SH | Aug. 8, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.82% | 72,600 NS | April 30, 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0.79% | 99,716 SH | Aug. 8, 2026 | Daily |
| TAX · EA Series Trust | 0.63% | 2,099 NS | May 29, 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0.60% | 2,676 NS | May 31, 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.59% | 12,973 NS | April 30, 2026 | N-PORT |
| PAVE · Global X Funds | 0.46% | 811,175 NS | May 31, 2026 | N-PORT |
| COPY · RBB Fund Trust | 0.42% | 19,134 NS | May 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.40% | 11,059 NS | April 30, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.36% | 14,340 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.32% | 550,562 NS | April 30, 2026 | N-PORT |
| AKAF · ETF Series Solutions | 0.31% | 121 NS | May 31, 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0.30% | 68,399 SH | Aug. 8, 2026 | Daily |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | 0.28% | 910,000 PA | Aug. 8, 2026 | Daily |
| IFRA · iShares Trust | 0.27% | 173,652 SH | Aug. 8, 2026 | Daily |
| SZNE · Pacer Funds Trust | 0.26% | 448 NS | April 30, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.26% | 61,623 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.24% | 23,595 SH | Aug. 8, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.21% | 16,691 NS | April 30, 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0.21% | 77,788 NS | May 31, 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0.20% | 17,216 NS | May 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.20% | 33,074 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 1,487,948 SH | Aug. 8, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 2,487,288 SH | Aug. 8, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 45,954 NS | April 30, 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0.18% | 585 NS | March 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.17% | 15,978 SH | Aug. 8, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 7,839 NS | April 30, 2026 | N-PORT |
| TEXN · iShares Trust | 0.13% | 303 SH | Aug. 8, 2026 | Daily |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.13% | 2,783 NS | May 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.13% | 130,794 SH | Aug. 8, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.12% | 32,757 NS | April 30, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.12% | 2,134 NS | April 30, 2026 | N-PORT |
| ISCB · iShares Trust | 0.12% | 4,796 SH | Aug. 8, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.11% | 777 NS | April 30, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 2,338,334 SH | Aug. 8, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 9,544 NS | April 30, 2026 | N-PORT |
| SMMD · iShares Trust | 0.10% | 52,715 SH | Aug. 8, 2026 | Daily |
| UXI · ProShares Trust | 0.10% | 364 NS | May 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.09% | 23,957 SH | Aug. 8, 2026 | Daily |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.09% | 4,564 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.08% | 21,714 NS | April 30, 2026 | N-PORT |
| ESML · iShares Trust | 0.08% | 32,918 SH | Aug. 8, 2026 | Daily |
| EXI · iShares Trust | 0.07% | 14,915 SH | Aug. 8, 2026 | Daily |
| IWS · iShares Trust | 0.07% | 157,472 SH | Aug. 8, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.07% | 96,536 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.07% | 6,674 SH | Aug. 8, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.06% | 7,887 SH | Aug. 8, 2026 | Daily |