CLVT Clarivate Plc Ordinary Shares
$1.96
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026
52W Range
$2–$5
10% of range
Analyst Rating
HOLD
12 analysts
Price Target
$3
+52% upside
P/E (TTM)
-6.5
ROE
-4.1%
Net Profit Margin
-8.2%
CLVT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$1.96
Market Cap
$1.25B
P/E (TTM)
-6.5
EPS (TTM)
$-0.30
Revenue (TTM)
$2.46B
Div Yield
0.00%
ROE
-4.1%
Debt/Equity
—
52W Range
$2 – $5
CLVT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$2.46B
2021-12-31
→
2025-12-31
EPS
$-0.30
2021-12-31
→
2025-12-31
Free Cash Flow
$365M
2021-12-31
→
2025-12-31
Margins
-8.2%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CLVT
Peer Median
P/E (TTM)
-6.5
21.4
P/S (TTM)
0.5
3.5
P/B
0.3
11.9
Price / FCF
3.4
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CLVT
Peer Median
Operating Margin
2.9%
—
Net Profit Margin
-8.2%
5.5%
ROA
-1.8%
6.2%
ROE
-4.1%
43.4%
ROIC
1.5%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CLVT
Peer Median
Current Ratio
0.8
0.7
Quick Ratio
0.7
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CLVT
Peer Median
Revenue YoY
-4.0%
—
Revenue CAGR 3Y
-2.6%
—
Revenue CAGR 5Y
14.4%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CLVT
Peer Median
Payout Ratio
0.00%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
0.00%
Payout Ratio
0.00%
5Y Div CAGR
—
CLVT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
12 analysts
- Strong Buy 1 8.3%
- Buy 0 0.0%
- Hold 7 58.3%
- Sell 2 16.7%
- Strong Sell 2 16.7%
12-Month Price Target
6 analysts · 2026-08-16
Median
$2.55
Mean
$2.97
← Below all targets
$1.96
Low
$2.00
High
$5.50
Median target
$2.55
+30.4%
Mean target
$2.97
+51.7%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.02%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.19 | $0.18 | 0.01% |
| March 31, 2026 | $0.18 | $0.15 | 0.03% |
| Dec. 31, 2025 | $0.20 | $0.17 | 0.03% |
| Sept. 30, 2025 | $0.18 | $0.16 | 0.02% |
| June 30, 2025 | $0.18 | $0.18 | 0.00% |
| March 31, 2025 | $0.14 | $0.12 | 0.02% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $2.46B | $2.56B | $2.63B | $2.66B | $1.88B | $1.25B | |
| Cost of Revenue | $834M | $869M | $906M | $954M | $626M | $439M | |
| SG&A Expense | $709M | $728M | $740M | $730M | $643M | $545M | |
| Operating Expenses | $2.38B | $2.83B | $3.36B | $6.59B | $1.96B | $1.29B | |
| Operating Income | $72M | $-276M | $-735M | $-3.93B | $-87M | $-36M | |
| Interest Expense | · | · | $294M | $270M | $252M | $112M | |
| Pretax Income | $-194M | $-554M | $-1.01B | $-3.99B | $-258M | $-353M | |
| Income Tax | $7M | $83M | $-101M | $-29M | $12M | $-3M | |
| Net Income | $-201M | $-637M | $-911M | $-3.96B | $-270M | $-351M | |
| EPS (Basic) | $-0.30 | $-0.96 | $-1.47 | $-5.97 | $-0.49 | $-0.82 | |
| EPS (Diluted) | $-0.30 | $-0.96 | $-1.47 | $-6.24 | $-0.61 | $-0.82 | |
| Shares (Basic) | 673,300,000 | 693,600,000 | 671,600,000 | 676,100,000 | 631,000,000 | 427,000,000 | |
| Shares (Diluted) | 673,300,000 | 693,600,000 | 671,600,000 | 678,600,000 | 640,800,000 | 427,000,000 | |
| EBITDA | $829M | $451M | $-26M | $-3.22B | $-87M | $-36M |
Balance Sheet 27
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $329M | $295M | $371M | $357M | $431M | $258M | |
| Receivables | $822M | $798M | $908M | $872M | $906M | $738M | |
| Prepaid Expense | $94M | $86M | $88M | $89M | $77M | $58M | |
| Other Current Assets | $65M | $65M | $68M | $77M | $67M | $79M | |
| Current Assets | $1.31B | $1.24B | $1.46B | $1.40B | $1.64B | $1.15B | |
| PP&E (Net) | · | · | · | · | · | $36M | |
| PP&E (Gross) | · | · | · | · | · | $73M | |
| Accum. Depreciation | · | · | · | · | · | $37M | |
| Goodwill | $1.57B | $1.57B | $2.02B | $2.88B | $7.90B | $6.04B | |
| Intangibles | $8.01B | $8.44B | $9.01B | $9.44B | $10.39B | $7.37B | |
| Other Non-current Assets | $68M | $82M | $61M | $98M | $51M | $31M | |
| Total Assets | $11.07B | $11.49B | $12.71B | $13.94B | $20.18B | $14.79B | |
| Accounts Payable | $151M | $124M | $144M | $101M | $129M | $82M | |
| Current Liabilities | $1.57B | $1.43B | $1.60B | $1.56B | $1.90B | $1.42B | |
| Capital Leases | $38M | $53M | $63M | $73M | $94M | $104M | |
| Deferred Tax | $212M | $273M | $250M | $316M | $380M | $367M | |
| Other Non-current Liabilities | $86M | $72M | $42M | $140M | $143M | $49M | |
| Total Liabilities | $6.23B | $6.35B | $6.71B | $7.13B | $8.26B | $5.76B | |
| Long-term Debt | · | · | · | · | · | $3.49B | |
| Total Debt | · | · | · | · | $5.46B | · | |
| Common Stock | $12.81B | $12.98B | $11.74B | $11.74B | $11.83B | $9.99B | |
| Retained Earnings | $-7.51B | $-7.31B | $-6.65B | $-5.66B | $-1.60B | $-1.25B | |
| Treasury Stock | · | · | · | $0 | $17M | $196M | |
| AOCI | $-453M | $-526M | $-495M | $-666M | $327M | $492M | |
| Stockholders' Equity | $4.84B | $5.14B | $5.99B | $6.81B | $11.93B | $9.03B | |
| Liabilities + Equity | $11.07B | $11.49B | $12.71B | $13.94B | $20.18B | $14.79B | |
| Shares Outstanding | 640,700,000 | 691,400,000 | 666,100,000 | 674,400,000 | 683,139,210 | 606,300,000 |
Cash Flow 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $757M | $727M | $708M | $710M | $538M | $303M | |
| Stock-based Comp | $63M | $60M | $109M | $94M | $33M | $34M | |
| Deferred Tax | $-41M | $22M | $-78M | $-66M | $-17M | $-40M | |
| Amort. of Intangibles | $735M | $708M | $685M | $675M | $524M | $290M | |
| Restructuring | $51M | $20M | $34M | $67M | $130M | $56M | |
| Other Non-cash | $51M | $475M | $916M | $3.73B | · | · | |
| Operating Cash Flow | $628M | $647M | $744M | $509M | $324M | $264M | |
| CapEx | $263M | $289M | $242M | $203M | $118M | $108M | |
| Investing Cash Flow | $-263M | $-237M | $-237M | $57M | $-4.04B | $-2.99B | |
| Debt Issued | · | · | $0 | $0 | $1.84B | $1.96B | |
| Net Debt Issued | $-600M | $-198M | $-300M | $0 | $2.00B | · | |
| Stock Issued | · | · | $0 | $0 | $728M | $844M | |
| Net Stock Activity | · | · | $0 | $0 | $728M | $844M | |
| Dividends Paid | $0 | $38M | $76M | $75M | $19M | $0 | |
| Financing Cash Flow | $-343M | $-470M | $-496M | $-759M | $4.03B | $2.93B | |
| Net Change in Cash | $34M | $-76M | $14M | $-231M | $315M | $196M | |
| Taxes Paid | $42M | · | · | · | · | · | |
| Free Cash Flow | $365M | $358M | $502M | $306M | $205M | $156M | |
| Levered FCF | · | · | $237M | $38M | $-59M | $45M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Margin | 2.9% | -10.8% | -28.0% | -147.6% | -4.6% | -2.9% | |
| Net Margin | -8.2% | -24.9% | -34.7% | -148.9% | -14.4% | -28.0% | |
| Pretax Margin | -7.9% | -21.7% | -38.5% | -150.0% | -13.8% | -28.2% | |
| EBITDA Margin | 33.8% | 17.7% | -1.0% | -120.9% | -4.6% | -2.9% | |
| ROA | -1.8% | -5.3% | -6.9% | -28.6% | -1.4% | · | |
| ROE | -4.1% | -11.9% | -14.4% | -61.5% | -2.4% | · | |
| ROIC | 1.5% | -6.2% | -11.0% | -57.2% | -0.52% | · |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.9 | 0.9 | 0.9 | 0.9 | · | |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.8 | 0.7 | · | |
| Debt / Equity | · | · | · | · | 0.5 | · | |
| LT Debt / Equity | · | · | · | · | 0.5 | · | |
| Interest Coverage | · | · | -2.5 | -14.5 | -0.3 | -0.3 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | · | |
| Receivables Turnover | 3.0 | 3.0 | 3.1 | 3.3 | 2.5 | · |
Growth Rates 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.0% | -2.7% | -1.2% | 41.7% | 49.7% | · | |
| Revenue CAGR 3Y | -2.6% | 10.8% | 28.0% | · | · | · | |
| Revenue CAGR 5Y | 14.4% | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.46B | $2.56B | $2.63B | $2.66B | $1.88B | $1.25B | |
| Net Income TTM | $-201M | $-637M | $-911M | $-3.96B | $-270M | $-351M | |
| Market Cap | $2.14B | $3.51B | $6.17B | $5.62B | · | · | |
| P/E | -11.1 | -5.3 | -6.3 | -1.3 | -38.6 | -36.2 | |
| P/S | 0.9 | 1.4 | 2.3 | 2.1 | · | · | |
| P/B | 0.4 | 0.7 | 1.0 | 0.8 | · | · | |
| P / Cash Flow | 3.4 | 5.4 | 8.3 | 11.0 | · | · | |
| P / FCF | 5.9 | 9.8 | 12.3 | 18.4 | · | · | |
| Dividend Yield | 0.00% | 1.1% | 1.2% | 1.3% | · | · | |
| Earnings Yield | -9.0% | -18.9% | -15.9% | -74.8% | -2.6% | -2.8% | |
| Payout Ratio | 0.00% | -5.9% | -8.3% | -1.9% | -7.0% | · | |
| Annual Payout | $0 | $38M | $76M | $75M | $19M | $0 |
Income Statement 14
| 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 | $587M | $586M | $617M | $623M | $621M | $594M | $663M | $622M | $650M | $621M | $684M | $647M | $669M | $629M | $675M | $636M | |
| Cost of Revenue | $186M | $192M | $205M | $218M | $204M | $207M | $228M | $210M | $214M | $218M | $232M | $221M | $224M | $230M | $237M | $224M | |
| SG&A Expense | $182M | $176M | $179M | $170M | $181M | $178M | $181M | $170M | $185M | $192M | $180M | $172M | $193M | $195M | $181M | $170M | |
| Operating Expenses | $788M | $555M | $576M | $579M | $614M | $614M | $725M | $600M | $890M | $616M | $1.47B | $560M | $757M | $574M | $357M | $5.01B | |
| Operating Income | $-200M | $30M | $41M | $44M | $7M | $-21M | $-62M | $22M | $-240M | $5M | $-788M | $87M | $-88M | $55M | $318M | $-4.38B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $72M | $73M | $74M | · | $72M | |
| Pretax Income | $-261M | $-29M | $-25M | $-24M | $-60M | $-85M | $-132M | $-50M | $-311M | $-60M | $-862M | $28M | $-158M | $-20M | $246M | $-4.39B | |
| Income Tax | $8M | $11M | $-28M | $4M | $12M | $19M | $60M | $15M | $-7M | $15M | $-18M | $16M | $-35M | $-64M | $-78M | $22M | |
| Net Income | $-269M | $-40M | $3M | $-28M | $-72M | $-104M | $-192M | $-66M | $-304M | $-75M | $-844M | $12M | $-123M | $44M | $323M | $-4.42B | |
| EPS (Basic) | $-0.42 | $-0.06 | $0.00 | $-0.04 | $-0.11 | $-0.15 | $-0.27 | $-0.09 | $-0.46 | $-0.14 | $-1.29 | $-0.01 | $-0.21 | $0.04 | $0.48 | $-6.58 | |
| EPS (Diluted) | $-0.42 | $-0.06 | $0.00 | $-0.04 | $-0.11 | $-0.15 | $-0.27 | $-0.09 | $-0.46 | $-0.14 | $-1.29 | $-0.01 | $-0.21 | $0.04 | $0.46 | $-6.64 | |
| Shares (Basic) | 639,400,000 | 640,700,000 | -1,366,100,000 | 668,300,000 | 681,300,000 | 689,800,000 | -1,377,600,000 | 718,700,000 | 685,600,000 | 666,900,000 | -1,350,000,000 | 670,900,000 | 675,900,000 | 674,800,000 | -1,354,300,000 | 673,600,000 | |
| Shares (Diluted) | 639,400,000 | 640,700,000 | -1,366,100,000 | 668,300,000 | 681,300,000 | 689,800,000 | -1,377,600,000 | 718,700,000 | 685,600,000 | 666,900,000 | -1,354,500,000 | 670,900,000 | 675,900,000 | 679,300,000 | -1,363,000,000 | 675,200,000 | |
| EBITDA | $-14M | $214M | · | $236M | $198M | $165M | · | $199M | $-56M | $184M | · | $264M | $90M | $227M | · | $-4.21B |
Balance Sheet 21
| 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 | $218M | $242M | $329M | $319M | $363M | $354M | $295M | $388M | $376M | $362M | · | $399M | · | · | · | · | |
| Receivables | $828M | $883M | $822M | $811M | $820M | $830M | $798M | $772M | $796M | $823M | · | $767M | · | · | · | · | |
| Prepaid Expense | $107M | $109M | $94M | $94M | $88M | $101M | $86M | $98M | $87M | $100M | · | $100M | · | · | · | · | |
| Other Current Assets | $62M | $67M | $65M | $68M | $69M | $69M | $65M | $81M | $75M | $68M | · | $75M | · | · | · | · | |
| Current Assets | $1.21B | $1.30B | $1.31B | $1.29B | $1.34B | $1.35B | $1.24B | $1.34B | $1.33B | $1.39B | · | $1.37B | · | · | · | · | |
| Goodwill | $1.34B | $1.57B | $1.57B | $1.57B | $1.57B | $1.57B | $1.57B | $1.74B | $1.74B | $2.02B | $2.02B | $2.87B | · | · | $2.88B | · | |
| Intangibles | $7.73B | $7.86B | $8.01B | $8.15B | $8.28B | $8.34B | $8.44B | $8.73B | $8.77B | $8.87B | · | $8.96B | · | · | · | · | |
| Other Non-current Assets | $86M | $86M | $68M | $69M | $70M | $71M | $82M | $72M | $92M | $68M | · | $90M | · | · | · | · | |
| Total Assets | $10.49B | $10.93B | $11.07B | $11.23B | $11.42B | $11.49B | $11.49B | $12.03B | $12.08B | $12.50B | · | $13.42B | · | · | · | · | |
| Accounts Payable | $153M | $136M | $151M | $140M | $126M | $120M | $124M | $126M | $128M | $103M | · | $99M | · | · | · | · | |
| Current Liabilities | $1.44B | $1.54B | $1.57B | $1.49B | $1.48B | $1.54B | $1.43B | $1.53B | $1.49B | $1.61B | · | $1.47B | · | · | · | · | |
| Capital Leases | $30M | $34M | $38M | $42M | $50M | $53M | $53M | $58M | $50M | $58M | · | $68M | · | · | · | · | |
| Deferred Tax | $198M | $205M | $212M | $274M | $284M | $276M | $273M | $227M | $229M | $246M | · | $256M | · | · | · | · | |
| Other Non-current Liabilities | $76M | $76M | $86M | $99M | $97M | $75M | $72M | $52M | $50M | $42M | · | $41M | · | · | · | · | |
| Total Liabilities | $5.95B | $6.14B | $6.23B | $6.32B | $6.43B | $6.47B | $6.35B | $6.52B | $6.47B | $6.62B | · | $6.74B | · | · | · | · | |
| Common Stock | $12.82B | $12.80B | $12.81B | $12.87B | $12.90B | $12.94B | $12.98B | $13.07B | $13.16B | $11.75B | · | $11.73B | · | · | · | · | |
| Retained Earnings | $-7.82B | $-7.55B | $-7.51B | $-7.52B | $-7.49B | $-7.42B | $-7.31B | $-7.12B | $-7.06B | $-6.74B | · | $-5.78B | · | · | · | · | |
| AOCI | $-454M | $-458M | $-453M | $-446M | $-419M | $-491M | $-526M | $-434M | $-497M | $-512M | · | $-658M | · | · | · | · | |
| Stockholders' Equity | $4.54B | $4.79B | $4.84B | $4.90B | $4.99B | $5.03B | $5.14B | $5.51B | $5.60B | $5.89B | $5.99B | $6.68B | · | · | $6.81B | · | |
| Liabilities + Equity | $10.49B | $10.93B | $11.07B | $11.23B | $11.42B | $11.49B | $11.49B | $12.03B | $12.08B | $12.50B | · | $13.42B | · | · | · | · | |
| Shares Outstanding | 639,700,000 | 639,200,000 | 640,700,000 | 661,400,000 | 672,200,000 | 683,100,000 | 691,400,000 | 710,300,000 | 724,100,000 | 668,200,000 | · | 663,900,000 | · | · | · | · |
Cash Flow 16
| 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 | $186M | $184M | $189M | $192M | $191M | $185M | $186M | $177M | $184M | $179M | $181M | $177M | $178M | $173M | $189M | $170M | |
| Stock-based Comp | $15M | $14M | $18M | $16M | $19M | $11M | $11M | $15M | $19M | $15M | $12M | $26M | $31M | $41M | $27M | $19M | |
| Amort. of Intangibles | $180M | $179M | $184M | $186M | $185M | $181M | $181M | $173M | $180M | $174M | $175M | $171M | $173M | $167M | $183M | $161M | |
| Restructuring | $12M | $12M | $5M | $12M | $9M | $25M | $5M | $4M | $700.0K | $10M | $9M | $4M | $12M | $9M | $10M | $26M | |
| Other Non-cash | · | $-23M | · | · | · | $79M | · | · | · | $57M | · | · | · | $-29M | · | · | |
| Operating Cash Flow | $99M | $135M | $160M | $181M | $116M | $171M | $141M | $203M | $126M | $176M | $191M | $163M | $162M | $228M | $137M | $208M | |
| CapEx | $55M | $56M | $71M | $66M | $66M | $61M | $82M | $77M | $66M | $64M | $64M | $62M | $58M | $59M | $46M | $67M | |
| Investing Cash Flow | $-55M | $-56M | $-71M | $-66M | $-66M | $-61M | $21M | $-92M | $-102M | $-64M | $-67M | $-63M | $-47M | $-60M | $228M | $-67M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | $-138M | · | · | · | $0 | · | · | · | $-47M | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Financing Cash Flow | $-69M | $-162M | $-78M | $-155M | $-54M | $-57M | $-240M | $-110M | $-26M | $-95M | $-174M | $-124M | $-46M | $-152M | $-492M | $-28M | |
| Net Change in Cash | $-24M | $-87M | $10M | $-44M | $9M | $59M | $-93M | $12M | $-5M | $10M | $-36M | $-36M | $69M | $18M | $-100M | $84M | |
| Free Cash Flow | · | $79M | · | · | · | $110M | · | · | · | $112M | · | · | · | $168M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | $327M | · | · |
Profitability 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -34.1% | 5.2% | · | 7.1% | 1.1% | -3.5% | · | 3.5% | -36.9% | 0.80% | · | 13.5% | -13.2% | 8.7% | · | -688.2% | |
| Net Margin | -45.7% | -6.9% | · | -4.5% | -11.6% | -17.5% | · | -10.5% | -46.8% | -12.1% | · | 1.9% | -18.4% | 6.9% | · | -694.6% | |
| Pretax Margin | -44.4% | -4.9% | · | -3.9% | -9.6% | -14.3% | · | -8.1% | -47.8% | -9.7% | · | 4.3% | -23.7% | -3.2% | · | -691.1% | |
| EBITDA Margin | -2.5% | 36.6% | · | 37.8% | 31.8% | 27.7% | · | 32.0% | -8.6% | 29.7% | · | 40.8% | 13.4% | 36.1% | · | -661.5% | |
| ROA | -2.5% | -0.36% | · | -0.24% | -0.61% | -0.87% | · | -0.52% | -3.5% | -0.86% | · | 0.13% | · | · | · | · | |
| ROE | -5.6% | -0.82% | · | -0.54% | -1.4% | -1.9% | · | -1.1% | -7.6% | -1.9% | · | 0.27% | · | · | · | · | |
| ROIC | -4.5% | 0.88% | · | 1.0% | 0.17% | -0.51% | · | 0.51% | -4.2% | 0.11% | · | 0.58% | · | · | · | · |
Liquidity & Solvency 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | · | · | · | · | |
| Quick Ratio | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.7 | · | 0.8 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | 1.2 | -1.2 | 0.7 | · | -61.2 |
Efficiency 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.1 | · | · | · | · | |
| Receivables Turnover | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.8 | 1.2 | 1.1 | · | 1.3 | · | · | · | · |
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 | $2.42B | $2.42B | · | $2.46B | $2.49B | $2.49B | · | $2.54B | $2.59B | $2.57B | · | $2.58B | $2.62B | $2.61B | · | $2.55B | |
| Net Income TTM | $-409M | $-244M | · | $-270M | $-546M | $-549M | · | $-433M | $-490M | $-142M | · | $-4.48B | $-4.43B | $-4.24B | · | $-4.26B | |
| Market Cap | $1.38B | $1.62B | · | $2.53B | $2.89B | $2.68B | · | $5.04B | $4.12B | $4.96B | · | $4.45B | · | · | · | · | |
| P/E | -3.4 | -7.0 | · | -9.8 | -5.3 | -4.7 | · | -10.1 | -6.9 | -23.2 | · | -1.0 | -1.4 | -1.4 | · | -1.4 | |
| P/S | 0.6 | 0.7 | · | 1.0 | 1.2 | 1.1 | · | 2.0 | 1.6 | 1.9 | · | 1.7 | · | · | · | · | |
| P/B | 0.3 | 0.3 | · | 0.5 | 0.6 | 0.5 | · | 0.9 | 0.7 | 0.8 | · | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 12.0 | · | · | · | 15.7 | · | · | · | 28.2 | · | · | · | · | · | · | |
| P / FCF | · | 20.5 | · | · | · | 24.3 | · | · | · | 44.4 | · | · | · | · | · | · | |
| Earnings Yield | -29.2% | -14.2% | · | -10.2% | -18.8% | -21.4% | · | -9.9% | -14.4% | -4.3% | · | -101.6% | -71.5% | -70.9% | · | -73.5% | |
| Payout Ratio | · | · | · | · | · | 0.00% | · | · | · | -25.2% | · | · | · | 43.5% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2023-03-31 | |
|---|---|---|---|---|---|
| Revenue | $2.46B | $2.56B | $2.63B | — | — |
| Operating Margin % | 2.9% | -10.8% | -28.0% | — | — |
| Net Income | $-201M | $-637M | $-911M | — | — |
| Diluted EPS | $-0.30 | $-0.96 | $-1.47 | — | — |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2023-03-31 | |
|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.9 | 0.9 | — | — |
| Quick Ratio | 0.7 | 0.8 | 0.8 | — | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2023-03-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $365M | $358M | $502M | — | — |
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Institutional owners (13F) 256 filers · $1.1B 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 |
|---|---|---|---|---|
| 54 (-32 vs prior Q) | 57 (+18 vs prior Q) | 70 (-27 vs prior Q) | 81 (+41 vs prior Q) | +676K |
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 |
|---|---|---|---|---|
| Leonard Green & Partners, L.P. | $251,999,655 | 116,666,507 | 23.35% | Shares |
| Exor N.V. | $145,356,949 | 67,294,884 | 13.47% | Shares |
| Clarkston Capital Partners, LLC | $98,787,028 | 45,734,735 | 9.15% | Shares |
| Partners Group Holding AG | $55,259,407 | 25,583,059 | 5.12% | Shares |
| FIL Ltd | $54,574,888 | 25,266,152 | 5.06% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $38,634,093 | 17,886,154 | 3.58% | Shares |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $35,033,848 | 16,219,374 | 3.25% | Shares |
| AMERICAN CENTURY COMPANIES INC | $30,813,949 | 14,265,717 | 2.86% | Shares |
| Invenomic Capital Management LP | $30,804,777 | 14,261,471 | 2.85% | Shares |
| FIRST TRUST ADVISORS LP | $29,239,880 | 13,537,100 | 2.71% | Shares |
| CITADEL ADVISORS LLC | $28,494,111 | 13,191,718 | 2.64% | Shares |
| Atairos Group, Inc. | $26,481,270 | 12,259,847 | 2.45% | Shares |
| STATE STREET CORP | $23,450,753 | 10,856,830 | 2.17% | Shares |
| Atairos Partners GP, Inc. | $22,102,561 | 10,232,667 | 2.05% | Shares |
| AustralianSuper Pty Ltd | $21,761,060 | 10,074,565 | 2.02% | Shares |
| BW Gestao de Investimentos Ltda. | $21,690,390 | 10,041,847 | 2.01% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $18,493,480 | 8,559,312 | 1.71% | Shares |
| PRUDENTIAL FINANCIAL INC | $16,616,264 | 7,692,715 | 1.54% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13,948,319 | 6,457,555 | 1.29% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $11,388,982 | 5,272,677 | 1.06% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,844,003 | 3,631,483 | 0.73% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,183,458 | 3,325,675 | 0.67% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5,959,282 | 2,758,927 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $5,329,977 | 2,467,582 | 0.49% | Shares |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $4,860,000 | 2,250,000 | 0.45% | Shares |
| D. E. Shaw & Co., Inc. | $4,147,671 | 1,920,218 | 0.38% | Shares |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $3,530,107 | 1,634,309 | 0.33% | Shares |
| FIRST MANHATTAN CO. LLC. | $3,362,418 | 1,556,675 | 0.31% | Shares |
| Bank of New York Mellon Corp | $3,033,618 | 1,404,453 | 0.28% | Shares |
| TFJ Management, LLC | $2,878,844 | 1,332,798 | 0.27% | Shares |
| Optimize Financial Inc | $2,587,590 | 1,022,763 | 0.24% | Shares |
| Long Focus Capital Management, LLC | $2,538,000 | 1,175,000 | 0.24% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2,217,916 | 1,026,813 | 0.21% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $1,850,680 | 856,796 | 0.17% | Shares |
| PenderFund Capital Management Ltd. | $1,793,664 | 830,400 | 0.17% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,780,278 | 824,203 | 0.16% | Shares |
| Cove Street Capital, LLC | $1,732,929 | 452,462 | 0.16% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,617,812 | 748,987 | 0.15% | Shares |
| Range Financial Group LLC | $1,514,413 | 701,117 | 0.14% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1,507,807 | 698,059 | 0.14% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $1,312,667 | 607,716 | 0.12% | Shares |
| Gotham Asset Management, LLC | $1,209,667 | 560,031 | 0.11% | Shares |
| Swiss National Bank | $1,183,032 | 547,700 | 0.11% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,175,608 | 544,263 | 0.11% | Shares |
| Soviero Asset Management, LP | $1,144,800 | 530,000 | 0.11% | Shares |
| OneDigital Investment Advisors LLC | $1,113,642 | 515,575 | 0.10% | Shares |
| CIBC Private Wealth Group LLC | $1,097,322 | 286,507 | 0.10% | Shares |
| CITIGROUP INC | $1,050,380 | 486,287 | 0.10% | Shares |
| ALLIANCEBERNSTEIN L.P. | $980,841 | 387,684 | 0.09% | Shares |
| VANGUARD GROUP INC | $937,732 | 280,758 | 0.09% | Shares |
| Schonfeld Strategic Advisors LLC | $933,754 | 432,294 | 0.09% | Shares |
| OPPENHEIMER ASSET MANAGEMENT INC. | $916,639 | 424,370 | 0.08% | Shares |
| Robeco Institutional Asset Management B.V. | $907,390 | 420,088 | 0.08% | Shares |
| BlackRock, Inc. | $842,387 | 389,994 | 0.08% | Shares |
| RHUMBLINE ADVISERS | $824,835 | 381,874 | 0.08% | Shares |
| DEUTSCHE BANK AG\ | $787,052 | 364,376 | 0.07% | Shares |
| CenterBook Partners LP | $731,004 | 338,428 | 0.07% | Shares |
| AXA Investment Managers S.A. | $719,060 | 187,744 | 0.07% | Shares |
| Vident Advisory, LLC | $676,890 | 313,375 | 0.06% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $629,193 | 248,693 | 0.06% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $606,437 | 280,758 | 0.06% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $576,484 | 172,600 | 0.05% | Shares |
| GOLDMAN SACHS GROUP INC | $533,326 | 246,910 | 0.05% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $524,003 | 207,116 | 0.05% | Shares |
| FRANKLIN RESOURCES INC | $523,895 | 242,544 | 0.05% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $460,728 | 213,300 | 0.04% | Shares |
| MetLife Investment Management, LLC | $450,874 | 208,738 | 0.04% | Shares |
| Engineers Gate Manager LP | $430,890 | 199,486 | 0.04% | Shares |
| Vinva Investment Management Ltd | $415,987 | 130,696 | 0.04% | Shares |
| JANUS HENDERSON GROUP PLC | $391,404 | 154,400 | 0.04% | Shares |
| Vanguard Global Advisers, LLC | $382,139 | 176,916 | 0.04% | Shares |
| Mitsubishi UFJ Trust & Banking Corp | $380,058 | 175,953 | 0.04% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $374,522 | 173,390 | 0.03% | Shares |
| Sagewood Asset Management LP | $361,048 | 167,152 | 0.03% | Shares |
| SKBA CAPITAL MANAGEMENT LLC | $355,838 | 164,740 | 0.03% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $346,784 | 160,548 | 0.03% | Shares |
| HighTower Advisors, LLC | $333,888 | 154,578 | 0.03% | Shares |
| BARCLAYS PLC | $332,195 | 153,794 | 0.03% | Shares |
| FMR LLC | $323,758 | 149,888 | 0.03% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $293,842 | 136,038 | 0.03% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $292,678 | 135,499 | 0.03% | Shares |
| CIBC WORLD MARKET INC. | $278,819 | 129,083 | 0.03% | Shares |
| Quantbot Technologies LP | $251,601 | 116,482 | 0.02% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $243,076 | 112,535 | 0.02% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $240,291 | 111,246 | 0.02% | Shares |
| Police & Firemen's Retirement System of New Jersey | $224,778 | 104,064 | 0.02% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $216,585 | 100,271 | 0.02% | Shares |
| STRAIGHTLINE GROUP LLC | $207,873 | 96,237 | 0.02% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $204,034 | 94,460 | 0.02% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $201,828 | 93,439 | 0.02% | Shares |
| Sequoia Financial Advisors, LLC | $194,420 | 90,009 | 0.02% | Shares |
| Nuveen, LLC | $191,285 | 88,558 | 0.02% | Shares |
| BTG Pactual Asset Management US LLC | $187,752 | 86,922 | 0.02% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $187,743 | 86,918 | 0.02% | Shares |
| EVERGREEN CAPITAL MANAGEMENT LLC | $186,231 | 86,218 | 0.02% | Shares |
| Amundi | $175,373 | 81,191 | 0.02% | Shares |
| SummitTX Capital, L.P. | $168,195 | 77,868 | 0.02% | Shares |
| State of Wyoming | $166,944 | 77,289 | 0.02% | Shares |
| Abel Hall, LLC | $165,605 | 76,669 | 0.02% | Shares |
| Centiva Capital, LP | $165,359 | 76,555 | 0.02% | Shares |
Company insiders 10 insiders · 3 officers · 3 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael M Easton | Executive Vice President/CFO | Aug. 15, 2026 A | 893,609 | 0 | 0 | $0 |
| Simon Webster | President, IP | June 15, 2026 A | 4,626,325 | 0 | 0 | $0 |
| Matthew J. Lisowski | Senior VP, CAO | Aug. 15, 2026 A | 147,255 | 0 | 0 | $0 |
| Jane L Okun Bomba | Director | June 30, 2026 F | 312,601 | 0 | 0 | $0 |
| Angelakis Michael J | Director | May 6, 2025 F | 51,148 | 0 | 0 | $0 |
| Usama Cortas | Director | June 21, 2021 J | 116,666,507 | 0 | 0 | $0 |
| Selige Co-Investor Pooling Ltd | 10% owner | Nov. 30, 2021 J | 0 | 0 | 0 | $0 |
| Tov Matitiahu S. Shem | — | Aug. 13, 2026 F | 2,290,782 | 0 | 0 | $0 |
| Kenneth L. Cornick | — | Aug. 7, 2026 P | 2,000,000 | 2 | 0 | $1,671,500 |
| Andrew Miles Snyder | — | Aug. 3, 2026 S | 6,819,742 | 0 | 3 | $-4,829,859 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 4 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 |
|---|---|---|---|---|---|
| Impactive Capital LP, Impactive Capital LLC, Lauren Taylor Wolfe, Christian Asmar ×2 filings | Feb. 6, 2026 | 3.50% | Amendment | — | SEC |
| Giovanni Agnelli B.V., Exor N.V., Exor Nederland N.V. ×5 filings | March 4, 2024 | — | Initial filing | — | SEC |
| Green Equity Investors VII, L.P. (2), Green Equity Investors Side VII, L.P. (2), LGP Associates VII-A LLC (2), LGP Associates VII-B LLC (2), GEI VII Capri AIV, L.P. (2), GEI Capital VII, LLC (2), Leonard Green & Partners, L.P. (2), LGP Management, Inc. (2), Peridot Coinvest Manager LLC (2), Capri Coinvest LP (2), GEI VII Capri Holdings, LLC (2), GEI Capri VII, LLC (2), Capri Acquisitions Topco Limited (2) ×2 filings | June 23, 2021 | — | Initial filing | — | SEC |
| Selige Co-Investor Pooling Limited, Selige Co-Investor Pooling S.C.Sp, Castik Capital S.à r.l. ×2 filings | Feb. 16, 2021 | — | 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.
ETF ownership Held by 29 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 |
|---|---|---|---|---|
| AVUV · AMERICAN CENTURY ETF TRUST | 0.11% | 11,740,252 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.11% | 2,802,734 NS | April 30, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.07% | 315,992 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 3,234,522 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.05% | 593,937 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 2,093,400 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 22,961 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 14,295 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 3,778 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 102,825 NS | May 31, 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 13,281 NS | May 31, 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.00% | 40 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | July 15, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| ITOT · iShares Trust | — | — | July 22, 2026 | Daily |
| IWV · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWN · iShares Trust | — | — | Aug. 17, 2026 | Daily |
| IWM · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | — | — | Aug. 4, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | July 13, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | — | — | July 20, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | — | — | July 30, 2026 | Daily |
| ISCB · iShares Trust | — | — | July 20, 2026 | Daily |
| ISCV · iShares Trust | — | — | July 20, 2026 | Daily |
| SMLF · iShares Trust | — | — | Aug. 10, 2026 | Daily |
| WSML · iShares Trust | — | — | July 20, 2026 | Daily |