J Jacobs Solutions Inc. Common Stock
NYSE · Professional Services · View on SEC EDGAR ↗ 10-K/10-Q Aug 4, 2026
$146.81
· of 52w range
· above low
· to high
$105.6852w low
$161.0152w high
Market Cap (MRQ)
$17.20B
P/E (TTM)
52.2
EPS (TTM)
$2.81
Revenue (TTM)
$14.22B
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52W Range
$106–$161
Analyst Rating
BUY
Price Target
$163
P/E
52.2
ROE
9.6%
Net Profit Margin
2.4%
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J Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$146.81
Market Cap (MRQ)
$17.20B
P/E (TTM)
52.2
EPS (TTM)
$2.81
Revenue (TTM)
$14.22B
Div Yield
0.88%
ROE (TTM)
9.6%
Debt/Equity (MRQ)
1.1
52W Range
$106–$161
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| May 16, 2025 | 101-for-100 | Forward |
| Sept. 30, 2024 | 1197-for-1000 | Forward |
| March 16, 2007 | 2-for-1 | Forward |
| April 2, 2002 | 2-for-1 | Forward |
| May 29, 1991 | 2-for-1 | Forward |
| April 3, 1990 | 2-for-1 | Forward |
| March 17, 1981 | 3-for-2 | Forward |
About Jacobs Solutions Inc. Common Stock Company overview from Wikipedia
Jacobs Solutions Inc. is an American international technical professional services firm based in Dallas. The company provides engineering, technical, professional, and construction services as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies. Jacobs has consistently ranked No. 1 on both Engineering News-Record (ENR)'s 2018, 2019, 2020, 2021, 2022, and 2023 Top 500 Design Firms and Trenchless Technology's 2018, 2019, 2020, and 2021 Top 50 Trenchless Engineering Firms. Its worldwide annual revenue were over $12 billion in the 2025 fiscal year, and earnings dropped to $289 million.
Overview
Jacobs Engineering was founded in 1947, by Joseph J. Jacobs. The company's chief executive officer is Bob Pragada. He has been the CEO since January 2023. Steve Demetriou, the CEO from 2015 to 2023, now serves as the executive chair. The previous president and CEO was Craig L. Martin from 2006 until 2014.
The company is publicly traded as a Fortune 500 company. As of September 2018, Jacobs had more than 80,800 employees globally, and more than 400 offices in North America, South America, Europe, the Middle East, Australia, Africa, and Asia. In October 2016, the company moved its headquarters from Pasadena, California, to Dallas.
On August 9, 2017, the Pentagon awarded a $4.6 billion Integrated Research & Development for Enterprise Solutions (IRES) follow-on contract to Jacobs Technology Inc, a unit of Jacobs Engineering Group Inc. to provide products and services for the Missile Defense Agency and its Missile Defense Integration and Operations Center. In October 2018, Jacobs agreed to sell its Energy, Chemicals and Resources (ECR) segment to WorleyParsons. In April 2021, the Institute on Taxation and Economic Policy listed the top 55 corporations which paid $0 in taxes for the year 2020. Jacobs' federal income taxes for that year were negative $37 million for an effective tax rate of −17.4%.
As of 2023, the company forms part of the Dow Jones Sustainability Indices. In 2024, Jacobs spun-off its Critical Mission Solutions and Cyber and Intelligence Government Services businesses which merged with privately held Amentum Government Services Holding LLC to create a new, publicly traded company, Amentum.
Acquisitions
On December 10, 1998, it was announced that Jacobs would acquire closely held engineering firm, Sverdrup Corporation for $200 million. In 2001, Jacobs acquired the international operations, including the international consultancy Sir Alexander Gibb & Partners (Gibb Ltd) based in the UK, from Law Engineering and Environmental Services in Atlanta.
In FY 2007, Jacobs acquired the privately held planning, engineering and design firm, Edwards and Kelcey of Morristown, New Jersey, for an undisclosed amount. In FY 2008, Jacobs spent $264 million to acquire Carter and Burgess, Lindsey Engineering and a 60% stake in Zamel and Turbag Consulting Engineers. In FY 2010, Jacobs acquired TechTeam, Tybrin, and Jordan, Jones and Goulding. They paid $259.5 million for the three companies.
In FY 2014, Jacobs announced it completed a merger transaction with Sinclair Knight Merz (SKM), a 6,900-person professional services firm headquartered in Sydney. The purchase price was an enterprise value of AUS$1.2 billion (US$1.1 billion) plus adjustments for cash, debt and other items. On August 2, 2017, Jacobs acquired CH2M based in Englewood, Colorado– an engineering firm in infrastructure and government service sectors, including water, transportation, environmental and nuclear, in a $3.27 billion cash-and-stock deal.
In March 2020, Jacobs acquired Wood Nuclear, the nuclear services arm of John Wood Group of the UK, for £250 million, adding 2000 staff. Jacobs' total UK workforce was now almost 11,000. In December 2020, Jacobs announced it would be investing in PA Consulting based in London, in a deal valued at £1.825 billion. Completion of the deal was expected to take place by the end of Q1 2021. On February 7, 2022, Jacobs announced that it would enter into a joint venture with the Qatar based entity Locus Engineering Management and Services Co. W.L.L, an Asset Management company with interests in building maintenance, infrastructure, oil and gas support services, and engineering. The terms of the venture were not disclosed.
Controversies
Kingston coal ash cleanup
The Kingston Fossil Plant coal fly ash slurry spill was an environmental and industrial disaster which occurred on Monday December 22, 2008, when a dike ruptured at a coal ash pond at the Tennessee Valley Authority's Kingston Fossil Plant in Harriman, Tennessee releasing 1.1 billion U.S. gallons (4.2 million cubic meters) of coal fly ash slurry. The Tennessee Valley Authority hired Jacobs Engineering to clean up the spill. In the years after the spill at the cleanup site, a number of workers suffered health effects.
As early as 2012, workers began to report illnesses which they believed were caused by the cleanup, and by the ten year anniversary of the event, hundreds of workers had been sickened and more than 30 had died. In May 2023, it was reported that more than 50 workers had died and 150 were sick. In 2013, 50 workers and their families filed a lawsuit against contractor Jacobs Engineering. They were represented by Knoxville lawyer James K. Scott and the lawsuit was dismissed by judge Thomas A. Varlan, chief justice for the U.S. District Court for the Eastern District of Tennessee in 2014. This ruling was reversed by the U.S. Court of Appeals for the Sixth Circuit after evidence was discovered that Jacobs Engineering had misled the workers about the dangers of coal ash.
A federal jury ruled in favor of the workers seeking compensation in November 2018. The ruling held that Jacobs Engineering had failed to keep the workers safe from environmental hazards, and had misled them about the dangers of coal ash, mainly by claiming that extra protective equipment, such as masks and protective clothing, was unnecessary. In a phase two of the trial, the Kingston cleanup workers will be able to seek damages. In April 2020, 52 workers rejected a $10 million settlement offered by Jacobs Engineering.
Hinkley Point
Jacobs Engineering is building the Hinkley Point C nuclear reactor, controversial for the reason of its excessive delays and cost overruns. “It’s three times over cost and three times over time where it’s been built in Finland and France,” said Paul Dorfman of UCL (University College London) Energy Institute. The companies involved have been accused of a conflict of interest as the company advising the UK about cost management was owned by Jacobs Engineering, while Jacobs was working for the company managing an Électricité de France project. Thus, a subsidiary of a company hired by EDF was advising the UK how much money to grant EDF.
Woonsocket Regional Wastewater Treatment Facility
The Rhode Island Department of Environmental Management is investigating the WRWTF plant, which is run by Jacobs, for spillage of an estimated 10 million gallons of wastewater with incomplete treatment into the Blackstone River in June 2022. Previous investigations resulted in letters of noncompliance given to Jacobs in 2021 and 2020.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryProfessional Services
employees47,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$12.03B2016-09-30 → 2025-09-26
EPS$2.382016-09-30 → 2025-09-26
Free Cash Flow$607M2016-09-30 → 2025-09-26
Net margin2.4%2016-09-30 → 2025-09-26
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | J | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 52.25Y avg ≈31.3 | ≈31.3 | 22.2 | Overvalued | |
| P/S (TTM) | 1.25Y avg ≈1.3 | ≈1.3 | 1.4 | Undervalued | |
| P/B (MRQ) | 5.35Y avg ≈3.0 | ≈3.0 | 3.5 | Overvalued | |
| EV / EBITDA | 21.45Y avg ≈19.9 | ≈19.9 | 15.0 | Overvalued | |
| Price / FCF (TTM) | 26.75Y avg ≈23.7 | ≈23.7 | · | · | |
| Price / Cash Flow (TTM) | 23.45Y avg ≈19.8 | ≈19.8 | 16.2 | Overvalued | |
| EV / Revenue | 1.55Y avg ≈1.4 | ≈1.4 | · | · | |
| EV / FCF | 30.45Y avg ≈26.7 | ≈26.7 | · | · | |
| Price / Tangible Book (MRQ) | 6.5 | · | · | · |
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 | J | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 22.1%5Y avg ≈22.9% | ≈22.9% | · | · | |
| Operating Margin (TTM) | 4.6%5Y avg ≈6.2% | ≈6.2% | 10.6% | Weak | |
| EBITDA Margin | 7.2%5Y avg ≈6.2% | ≈6.2% | 10.6% | Weak | |
| Pretax Margin (TTM) | 3.6%5Y avg ≈5.5% | ≈5.5% | 8.5% | Weak | |
| Net Profit Margin (TTM) | 2.4%5Y avg ≈4.2% | ≈4.2% | 7.1% | Weak | |
| ROA (TTM) | 2.9%5Y avg ≈4.2% | ≈4.2% | 6.2% | Weak | |
| ROE (TTM) | 9.6%5Y avg ≈10.2% | ≈10.2% | 18.7% | Weak | |
| ROIC | 8.9%5Y avg ≈7.8% | ≈7.8% | 17.2% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | J | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.15Y avg ≈0.5 | ≈0.5 | 1.1 | In line | |
| Current Ratio (MRQ) | 1.35Y avg ≈1.3 | ≈1.3 | 1.4 | Low liquidity | |
| Quick Ratio | 1.35Y avg ≈1.2 | ≈1.2 | 1.2 | In line | |
| Long-Term Debt / Equity (MRQ) | 1.15Y avg ≈0.5 | ≈0.5 | 1.1 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | J | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 4.6%5Y avg ≈-1.0% | ≈-1.0% | · | · | |
| Revenue CAGR 3Y | 7.1%5Y avg ≈-2.2% | ≈-2.2% | · | · | |
| Revenue CAGR 5Y | -2.4% | · | · | · | |
| EPS YoY | -62.3%5Y avg ≈1.0% | ≈1.0% | · | · | |
| Net Income YoY | -64.1%5Y avg ≈-1.5% | ≈-1.5% | · | · | |
| EPS CAGR 3Y | -21.8%5Y avg ≈5.4% | ≈5.4% | · | · | |
| EPS CAGR 5Y | -8.5% | · | · | · | |
| Net Income CAGR 3Y | -23.4%5Y avg ≈2.1% | ≈2.1% | · | · | |
| Net Income CAGR 5Y | -10.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | J | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.05Y avg ≈1.0 | ≈1.0 | 1.1 | In line | |
| Receivables Turnover | 4.15Y avg ≈4.5 | ≈4.5 | 6.3 | Weak | |
| Revenue / Employee | ≈$256.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.88%
Payout Ratio52.9%
Annualized Payout≈$1.44
5Y Div CAGR≈15.3%
Growth Streak≈7
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 21, 2026 | $0.36 | USD | ≈0.93% |
| May 22, 2026 | $0.36 | USD | ≈1.2% |
| Feb 20, 2026 | $0.36 | USD | ≈0.96% |
| Dec 2, 2025 | $0.32 | USD | ≈0.95% |
| Aug 22, 2025 | $0.32 | USD | ≈0.84% |
| May 23, 2025 | $0.32 | USD | ≈0.92% |
| Feb 21, 2025 | $0.32 | USD | ≈0.85% |
| Oct 25, 2024 | $0.29 | USD | ≈0.72% |
| Jul 26, 2024 | $0.24 | USD | ≈0.77% |
| May 23, 2024 | $0.24 | USD | ≈0.79% |
| Feb 22, 2024 | $0.24 | USD | ≈0.73% |
| Oct 26, 2023 | $0.22 | USD | ≈0.78% |
| Jul 27, 2023 | $0.22 | USD | ≈0.98% |
| May 25, 2023 | $0.22 | USD | ≈1.1% |
| Feb 23, 2023 | $0.22 | USD | ≈0.98% |
| Sep 29, 2022 | $0.19 | USD | ≈1.0% |
| Jul 28, 2022 | $0.19 | USD | ≈0.66% |
| May 26, 2022 | $0.19 | USD | ≈0.64% |
| Feb 24, 2022 | $0.19 | USD | ≈0.72% |
| Oct 14, 2021 | $0.17 | USD | ≈0.62% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.4%
Next Report
Nov 23, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 11, 2026 | $1.84 | $1.87 | -1.5% |
| March 31, 2026 | $1.75 | $1.67 | 5.0% | |
| Dec. 31, 2025 | $1.53 | $1.55 | -1.0% | |
| Sept. 30, 2025 | $1.75 | $1.71 | 2.1% | |
| June 30, 2025 | $1.62 | $1.58 | 2.8% | |
| March 31, 2025 | $1.43 | $1.42 | 0.96% |
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 | $12.03B | $11.50B | $10.85B | $9.78B | $14.09B | $13.57B | $12.74B | $10.58B | $6.33B | $10.96B | $12.11B | $12.70B | |
| Cost of Revenue | $9.04B | $8.67B | $8.14B | $7.20B | $11.05B | $10.98B | $10.26B | $8.42B | $5.07B | $9.20B | · | · | |
| Gross Profit | $2.98B | $2.83B | $2.71B | $2.58B | $3.04B | $2.59B | $2.48B | $2.16B | $1.26B | $1.77B | · | · | |
| SG&A Expense | $2.12B | $2.14B | $2.03B | $2.04B | $2.36B | $2.05B | $2.07B | $1.77B | $1.02B | $1.43B | $1.52B | $1.55B | |
| Operating Income | $864M | $692M | $676M | $540M | $688M | $536M | $405M | $387M | $244M | $339M | $446M | $528M | |
| Interest Expense | · | · | $168M | $100M | $73M | $62M | $84M | $77M | $12M | $15M | $20M | $11M | |
| Interest Income | $36M | $34M | $25M | $4M | $4M | $5M | $9M | $9M | $9M | $8M | $7M | $10M | |
| Other Non-op | $-190M | $219M | $-12M | $33M | $77M | $-37M | $20M | $11M | $2M | $-3M | $-240.0K | $4M | |
| Pretax Income | $543M | $777M | $521M | $477M | $696M | $441M | $351M | $331M | $243M | $287M | $430M | $542M | |
| Income Tax | $216M | $131M | $101M | $66M | $275M | $55M | $37M | $326M | $73M | $72M | $101M | $190M | |
| Net Income | $289M | $806M | $666M | $644M | $477M | $492M | $848M | $163M | $294M | $210M | $303M | $328M | |
| EPS (Basic) | $2.39 | $6.35 | $5.32 | $5.01 | $3.22 | $3.74 | $6.14 | $1.18 | $2.43 | $1.75 | $2.42 | $2.51 | |
| EPS (Diluted) | $2.38 | $6.32 | $5.30 | $4.98 | $3.20 | $3.71 | $6.08 | $1.18 | $2.42 | $1.73 | $2.40 | $2.48 | |
| Shares (Basic) | 121,468,000 | 125,324,000 | 126,607,000 | 128,665,000 | 130,194,000 | 131,514,000 | 137,907,000 | 137,536,000 | 119,370,000 | 120,133,000 | 125,007,000 | 130,483,000 | |
| Shares (Diluted) | 121,932,000 | 125,881,000 | 127,214,000 | 129,445,000 | 131,274,000 | 132,721,000 | 139,206,000 | 137,536,000 | 120,147,000 | 121,483,000 | 126,110,000 | 132,371,000 | |
| EBITDA | $864M | $692M | $1.08B | $918M | $688M | $536M | $405M | $648M | $392M | $339M | $446M | $528M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.24B | $1.14B | $771M | $1.14B | $1.01B | $862M | $631M | $635M | $608M | $656M | $461M | $733M | |
| Receivables | $2.99B | $2.85B | $2.43B | $3.41B | $3.10B | $3.17B | $2.84B | $2.51B | $2.10B | $2.12B | $2.55B | $2.87B | |
| Prepaid Expense | $135M | $156M | $141M | $176M | $176M | $162M | $189M | $171M | $119M | $93M | $113M | $122M | |
| Current Assets | $4.36B | $4.90B | $4.69B | $4.72B | $4.29B | $4.54B | $4.11B | $4.56B | $3.00B | $2.86B | $3.12B | $3.89B | |
| PP&E (Net) | $312M | $316M | $280M | $347M | $353M | $319M | $308M | $258M | $350M | $320M | $381M | $457M | |
| PP&E (Gross) | $969M | $921M | $800M | $905M | $863M | $787M | $805M | $713M | $980M | $898M | $991M | $1.09B | |
| Accum. Depreciation | $657M | $605M | $520M | $558M | $510M | $468M | $497M | $455M | $630M | $578M | $609M | $636M | |
| Goodwill | $4.78B | $4.79B | $4.64B | $7.18B | $7.20B | $5.64B | $5.43B | $4.80B | $3.01B | $3.08B | $3.05B | $3.03B | |
| Intangibles | $718M | $875M | $951M | $1.39B | $1.57B | $658M | $665M | $573M | $333M | $337M | $353M | $440M | |
| Other Non-current Assets | $6.58B | $6.55B | $9.65B | $9.59B | $9.99B | $7.50B | $7.04B | $7.83B | $4.03B | $4.18B | $4.28B | $638M | |
| Total Assets | $11.25B | $11.76B | $14.62B | $14.66B | $14.63B | $12.35B | $11.46B | $12.65B | $7.38B | $7.36B | $7.79B | $8.45B | |
| Accounts Payable | $1.26B | $1.03B | $922M | $967M | $908M | $1.06B | $1.07B | $776M | $684M | $522M | $567M | $623M | |
| Accrued Liabilities | $1.04B | $1.09B | $975M | $1.44B | $1.53B | $1.25B | $1.39B | $1.17B | $940M | $938M | $1.09B | $1.28B | |
| Short-term Debt | · | · | · | · | $53M | $0 | · | · | · | · | · | · | |
| Current Liabilities | $3.35B | $4.08B | $3.42B | $3.25B | $3.21B | $2.94B | $3.07B | $3.15B | $1.93B | $1.78B | $1.98B | $2.35B | |
| Capital Leases | $362M | $408M | $466M | $607M | $758M | $735M | $0 | · | · | · | · | · | |
| Deferred Tax | $152M | $117M | $121M | $269M | $214M | $3M | $233M | · | · | · | · | · | |
| Long-term Debt | $2.24B | $2.22B | $2.87B | $3.41B | $2.89B | $1.68B | · | · | · | · | · | · | |
| Total Debt | $2.24B | $2.22B | $2.87B | $3.41B | $2.89B | $1.68B | $1.20B | $2.15B | $235M | $385M | $584M | $764M | |
| Common Stock | $119M | $124M | $126M | $127M | $129M | $130M | $133M | $142M | $120M | $121M | $123M | $132M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $1.14B | $1.17B | |
| Retained Earnings | $1.53B | $2.37B | $4.54B | $4.23B | $4.02B | $4.02B | $3.94B | $3.81B | $3.72B | $3.59B | $3.50B | $3.53B | |
| AOCI | $-710M | $-699M | $-858M | $-975M | $-794M | $-933M | $-917M | $-807M | $-654M | $-611M | $-465M | $-364M | |
| Stockholders' Equity | $3.64B | $4.55B | $6.55B | $6.06B | $5.94B | $5.82B | $5.71B | $5.85B | $4.43B | $4.27B | $4.29B | $4.47B | |
| Liabilities + Equity | $11.25B | $11.76B | $14.62B | $14.66B | $14.63B | $12.35B | $11.46B | $12.65B | $7.38B | $7.36B | $7.79B | $8.45B | |
| Shares Outstanding | 119,081,294 | 124,084,028 | 125,976,998 | 127,393,378 | 128,892,540 | 129,747,783 | 132,879,395 | 142,217,933 | 120,385,544 | 120,950,899 | 123,152,966 | 131,752,768 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $82M | $99M | $103M | $102M | $101M | $91M | $90M | $118M | $76M | $82M | $100M | $99M | |
| Stock-based Comp | $61M | $74M | $74M | $53M | $56M | $48M | $69M | $79M | $39M | $32M | $41M | $43M | |
| Deferred Tax | $-99M | $-119M | $-72M | $106M | $114M | $56M | $-52M | $256M | $34M | $-27M | $-31M | $31M | |
| Amort. of Intangibles | $156M | $153M | $147M | $199M | $150M | $91M | $79M | $81M | $46M | $48M | $49M | $47M | |
| Restructuring | $61M | $135M | $86M | $26M | $100M | $324M | $311M | $191M | $99M | $188M | $157M | $93M | |
| Operating Cash Flow | $687M | $1.05B | $975M | $475M | $726M | $807M | $-366M | $481M | $575M | $680M | $485M | $722M | |
| CapEx | $79M | $121M | $137M | $128M | $93M | $118M | $136M | $95M | $118M | $68M | $88M | $132M | |
| Investing Cash Flow | $-75M | $-127M | $-146M | $-538M | $-1.38B | $-429M | $2.15B | $-1.58B | $-236M | $-140M | $-96M | $-1.52B | |
| Debt Issued | $2.46B | $4.61B | $3.86B | $3.15B | $4.45B | $2.99B | $2.78B | $5.78B | $1.69B | $1.65B | $1.77B | $820M | |
| Net Debt Issued | $986M | $1.24B | $-626M | $725M | $1.23B | $465M | $-1.21B | $1.21B | $-153M | $-191M | $-138M | $364M | |
| Stock Issued | $35M | $48M | $48M | $51M | $38M | $37M | $65M | $54M | $63M | $43M | $33M | $45M | |
| Stock Repurchased | $754M | $403M | $266M | $282M | $275M | $337M | $854M | $3M | $97M | $153M | $422M | $78M | |
| Net Stock Activity | $-719M | $-355M | $-218M | $-231M | $-237M | $-300M | $-789M | $51M | $-35M | $-109M | $-389M | $-34M | |
| Dividends Paid | $153M | $143M | $128M | $116M | $107M | $98M | $106M | $87M | $59M | $6M | · | · | |
| Financing Cash Flow | $-525M | $-752M | $-1.09B | $320M | $799M | $-208M | $-1.97B | $1.14B | $-243M | $-317M | $-553M | $305M | |
| Net Change in Cash | $90M | $217M | $-225M | $128M | $164M | $231M | $-162M | $19M | $118M | $195M | $-272M | $-524M | |
| Free Cash Flow | $607M | $934M | $837M | $347M | $633M | $689M | $-502M | $386M | $457M | $612M | · | · | |
| Levered FCF | · | · | $705M | $265M | $589M | $634M | $-577M | $362M | $448M | $601M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.8% | 24.6% | 21.2% | 22.3% | 21.6% | 19.1% | 19.4% | 18.9% | · | · | · | · | |
| Operating Margin | 7.2% | 6.0% | 6.6% | 6.2% | 4.9% | 4.0% | 3.2% | 4.3% | 3.9% | 3.1% | 3.7% | 4.2% | |
| Net Margin | 2.4% | 7.0% | 4.1% | 4.3% | 3.4% | 3.6% | 6.7% | 1.1% | 2.9% | 1.9% | 2.5% | 2.6% | |
| Pretax Margin | 4.5% | 6.8% | 5.6% | 5.9% | 4.9% | 3.2% | 2.8% | 3.7% | 3.9% | 2.6% | 3.5% | 4.3% | |
| EBITDA Margin | 7.2% | 6.0% | 6.6% | 6.2% | 4.9% | 4.0% | 3.2% | 4.3% | 3.9% | 3.1% | 3.7% | 4.2% | |
| ROA | 2.5% | 6.1% | 4.5% | 4.4% | 3.5% | 4.1% | 7.0% | 1.6% | 4.0% | 2.8% | 3.7% | 4.2% | |
| ROE | 7.1% | 14.5% | 10.6% | 10.7% | 8.1% | 8.5% | 14.7% | 3.2% | 6.8% | 4.9% | 6.9% | 7.6% | |
| ROIC | 8.9% | 8.5% | 9.0% | 7.9% | 4.7% | 6.3% | 5.2% | 2.5% | 6.2% | 5.5% | 7.0% | 6.6% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.2 | 1.4 | 1.5 | 1.3 | 1.5 | 1.3 | 1.4 | 1.6 | 1.6 | 1.7 | 1.7 | |
| Quick Ratio | 1.3 | 1.0 | 1.3 | 1.4 | 1.3 | 1.4 | 1.1 | 1.4 | 1.5 | 1.6 | 1.5 | 1.5 | |
| Debt / Equity | 0.6 | 0.5 | 0.4 | 0.6 | 0.5 | 0.3 | 0.2 | 0.4 | 0.1 | 0.1 | 0.1 | 0.2 | |
| LT Debt / Equity | 0.6 | 0.3 | 0.4 | 0.6 | 0.5 | 0.3 | 0.2 | 0.4 | 0.1 | 0.1 | 0.1 | 0.2 | |
| Interest Coverage | · | · | 6.4 | 9.2 | 9.5 | 8.6 | 4.8 | 8.4 | 32.6 | 22.2 | 22.8 | 46.2 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.9 | 1.1 | 1.0 | 1.0 | 1.1 | 1.1 | 1.5 | 1.4 | 1.4 | 1.5 | 1.6 | |
| Receivables Turnover | 4.1 | 4.4 | 4.7 | 4.6 | 4.5 | 4.5 | 4.8 | 5.3 | 4.8 | 4.7 | 4.5 | 4.7 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $30.57 | $36.61 | $51.96 | $47.57 | $46.09 | $44.82 | $43.01 | $41.16 | $36.78 | $35.26 | $34.85 | $33.92 | |
| Revenue / Share | $98.66 | $91.36 | $128.54 | $115.28 | $107.35 | $102.22 | $91.50 | $108.03 | $83.42 | $90.25 | $96.07 | $95.91 | |
| Cash Flow / Share | $5.63 | $8.38 | $7.66 | $3.67 | $5.53 | $6.08 | $-2.63 | $3.47 | $4.78 | $5.60 | $3.84 | $5.45 | |
| Cash / Share | $10.37 | $9.21 | $7.36 | $8.95 | $7.87 | $6.65 | $4.75 | $5.58 | $6.43 | $5.42 | $3.74 | $5.56 | |
| Dividend / Share | · | · | $0.26 | · | · | $0.19 | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | $0.19 | $0.19 | · | · | · | · | |
| EPS (TTM) | $2.38 | $6.32 | $5.30 | $4.98 | $3.20 | $3.71 | $6.08 | $1.18 | $2.42 | $1.73 | $2.40 | $2.48 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.6% | 6.0% | 10.9% | -30.6% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.1% | -6.6% | -7.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -62.3% | 19.2% | 6.4% | 55.6% | -13.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -21.8% | 25.5% | 12.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -8.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -64.1% | 21.1% | 3.4% | 35.0% | -3.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -23.4% | 19.1% | 10.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 9.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.03B | $11.50B | $10.85B | $9.78B | $14.09B | $13.57B | $12.74B | $10.58B | $6.33B | $10.96B | $12.11B | $12.70B | |
| Net Income TTM | $289M | $806M | $666M | $644M | $477M | $492M | $848M | $163M | $294M | $210M | $303M | $328M | |
| Market Cap | $17.61B | $15.98B | $14.22B | $11.43B | $14.36B | $10.11B | $9.97B | $9.00B | $5.80B | $5.17B | $3.81B | $5.41B | |
| Enterprise Value | $18.61B | $17.06B | $16.16B | $13.70B | $16.24B | $10.93B | $10.54B | $10.35B | $5.26B | $4.90B | $3.93B | $5.45B | |
| P/E | 62.1 | 20.4 | 21.3 | 18.0 | 34.8 | 21.0 | 12.3 | 53.6 | 19.9 | 24.7 | 12.9 | 16.6 | |
| P/S | 1.5 | 1.4 | 1.3 | 1.2 | 1.0 | 0.7 | 0.8 | 0.9 | 0.9 | 0.5 | 0.3 | 0.4 | |
| P/B | 4.8 | 3.5 | 2.2 | 1.9 | 2.4 | 1.7 | 1.7 | 1.5 | 1.3 | 1.2 | 0.9 | 1.2 | |
| P / Tangible Book | · | · | 15.0 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 25.6 | 15.2 | 14.6 | 24.1 | 19.8 | 12.5 | -27.2 | 18.7 | 10.1 | 7.6 | 7.9 | 7.5 | |
| P / FCF | 29.0 | 17.1 | 17.0 | 32.9 | 22.7 | 14.7 | -19.8 | 23.3 | 12.7 | 8.4 | · | · | |
| EV / EBITDA | 21.5 | 24.6 | 15.0 | 14.9 | 23.6 | 20.4 | 26.0 | 16.0 | 13.4 | 14.5 | 8.8 | 10.3 | |
| EV / FCF | 30.6 | 18.3 | 19.3 | 39.5 | 25.6 | 15.9 | -21.0 | 26.8 | 11.5 | 8.0 | · | · | |
| EV / Revenue | 1.5 | 1.5 | 1.5 | 1.4 | 1.2 | 0.8 | 0.8 | 1.0 | 0.8 | 0.4 | 0.3 | 0.4 | |
| Dividend Yield | 0.87% | 0.89% | 0.90% | 1.0% | 0.75% | 0.97% | 1.1% | 0.96% | 1.0% | 0.11% | · | · | |
| Earnings Yield | 1.6% | 4.9% | 4.7% | 5.5% | 2.9% | 4.8% | 8.1% | 1.9% | 5.0% | 4.0% | 7.8% | 6.0% | |
| Payout Ratio | 52.9% | 17.7% | 19.3% | 18.0% | 32.7% | 29.3% | 12.6% | 53.0% | 18.5% | · | · | · | |
| Annual Payout | $153M | $143M | $128M | $116M | $107M | $98M | $106M | $87M | $59M | $6M | · | · |
Income Statement
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.08B | $3.69B | $3.29B | $3.15B | $3.03B | $2.91B | $2.93B | $2.96B | $2.88B | $2.85B | $2.81B | $-1.21B | $2.79B | $2.68B | $2.55B | $-1.26B | |
| Cost of Revenue | $3.27B | $2.90B | $2.53B | $2.39B | $2.27B | $2.17B | $2.21B | $2.23B | $2.16B | $2.14B | $2.15B | $-1.36B | $3.33B | $3.19B | $2.98B | $-1.35B | |
| Gross Profit | $811M | $795M | $765M | $767M | $758M | $738M | $721M | $735M | $721M | $712M | $665M | $149M | $857M | $890M | $815M | $89M | |
| SG&A Expense | $524M | $876M | $533M | $555M | $523M | $530M | $513M | $539M | $550M | $529M | $523M | $270M | $587M | $600M | $577M | $158M | |
| Operating Income | $287M | $-81M | $233M | $212M | $235M | $209M | $208M | $196M | $171M | $183M | $142M | $-121M | $168M | $186M | $155M | $-69M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $44M | $43M | · | $44M | $41M | $40M | · | |
| Interest Income | $8M | $9M | $8M | $8M | $8M | $10M | $10M | $9M | $10M | $9M | $8M | $7M | $8M | $8M | $3M | $1M | |
| Other Non-op | $890.0K | $-18M | $287.0K | $5M | $39M | $-103M | $-130M | $225M | $2M | $-4M | $-3M | $3M | $-7M | $-5M | $-3M | $-18M | |
| Pretax Income | $241M | $-131M | $206M | $189M | $245M | $56M | $53M | $394M | $136M | $144M | $103M | $-156M | $125M | $149M | $115M | $-119M | |
| Income Tax | $105M | $-45M | $73M | $54M | $54M | $51M | $57M | $74M | $45M | $43M | $-32M | $-22M | $54M | $19M | $50M | $-55M | |
| Net Income | $137M | $-46M | $126M | $122M | $180M | $6M | $-18M | $325M | $147M | $162M | $172M | $149M | $164M | $217M | $136M | $225M | |
| EPS (Basic) | $1.16 | $-0.34 | $1.12 | $0.89 | $1.55 | $0.06 | $-0.11 | $2.52 | $1.17 | $1.29 | $1.37 | $1.24 | $1.29 | $1.71 | $1.07 | $1.76 | |
| EPS (Diluted) | $1.15 | $-0.34 | $1.12 | $0.88 | $1.55 | $0.06 | $-0.11 | $2.50 | $1.17 | $1.28 | $1.37 | $1.25 | $1.29 | $1.70 | $1.06 | $1.75 | |
| Shares (Basic) | 117,745,000 | 117,261,000 | 118,594,000 | · | 120,084,000 | 122,257,000 | 124,055,000 | · | 125,163,000 | 125,712,000 | 126,105,000 | · | 126,646,000 | 126,886,000 | 126,824,000 | · | |
| Shares (Diluted) | 118,898,000 | 117,261,000 | 119,006,000 | · | 120,491,000 | 122,624,000 | 124,055,000 | · | 125,616,000 | 126,211,000 | 126,813,000 | · | 127,138,000 | 127,359,000 | 127,496,000 | · | |
| EBITDA | $287M | $-81M | $233M | · | $235M | $209M | $208M | · | $260M | $281M | $204M | · | $270M | $290M | $238M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.17B | $1.37B | $1.55B | $1.24B | $1.29B | $1.20B | $1.30B | $1.14B | $1.21B | $1.03B | $1.14B | · | $1.09B | $1.22B | $1.21B | · | |
| Receivables | $3.76B | $3.56B | $3.06B | $2.99B | $3.05B | $2.90B | $2.91B | $2.85B | $3.77B | $3.77B | $3.68B | · | $3.56B | $3.52B | $3.44B | · | |
| Prepaid Expense | $150M | $287M | $144M | $135M | $130M | $168M | $137M | $156M | $155M | $189M | $157M | · | $173M | $166M | $157M | · | |
| Current Assets | $5.09B | $5.21B | $4.76B | $4.36B | $4.47B | $4.44B | $4.95B | $4.90B | $5.14B | $5.00B | $4.98B | · | $4.82B | $4.91B | $4.81B | · | |
| PP&E (Net) | $312M | $303M | $307M | $312M | $303M | $294M | $293M | $316M | $366M | $341M | $353M | · | $378M | $367M | $357M | · | |
| PP&E (Gross) | · | · | · | $969M | · | · | · | $921M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $657M | · | · | · | $605M | · | · | · | · | · | · | · | · | |
| Goodwill | $4.76B | $4.76B | $4.79B | $4.78B | $4.82B | $4.73B | $4.68B | $4.79B | $7.40B | $7.40B | $7.42B | · | $7.41B | $7.37B | $7.34B | · | |
| Intangibles | $604M | $640M | $684M | $718M | $771M | $775M | $795M | $875M | $1.16B | $1.21B | $1.27B | · | $1.35B | $1.38B | $1.41B | · | |
| Other Non-current Assets | $6.34B | $6.42B | $6.55B | $6.58B | $6.64B | $6.47B | $6.37B | $6.55B | $9.54B | $9.56B | $9.62B | · | $9.73B | $9.73B | $9.75B | · | |
| Total Assets | $11.74B | $11.94B | $11.61B | $11.25B | $11.41B | $11.21B | $11.61B | $11.76B | $15.05B | $14.90B | $14.95B | · | $14.94B | $15.00B | $14.92B | · | |
| Accounts Payable | $1.78B | $1.48B | $1.26B | $1.26B | $1.13B | $992M | $985M | $1.03B | $1.26B | $1.16B | $1.11B | · | $1.09B | $968M | $930M | · | |
| Accrued Liabilities | $1.04B | $1.11B | $1.04B | $1.04B | $978M | $911M | $1.01B | $1.09B | $1.30B | $1.20B | $1.38B | · | $1.24B | $1.32B | $1.37B | · | |
| Current Liabilities | $3.95B | $3.64B | $3.58B | $3.35B | $3.21B | $2.96B | $3.94B | $4.08B | $4.50B | $4.27B | $3.64B | · | $3.30B | $3.21B | $3.24B | · | |
| Capital Leases | $361M | $353M | $362M | $362M | $386M | $372M | $384M | $408M | $482M | $501M | $523M | · | $570M | $587M | $608M | · | |
| Deferred Tax | $142M | $140M | $148M | $152M | $151M | $144M | $143M | $117M | $147M | $150M | $154M | · | $289M | $302M | $298M | · | |
| Long-term Debt | · | · | · | $2.24B | $2.51B | $2.63B | $2.54B | $2.22B | $2.92B | $3.00B | $2.89B | · | $3.20B | $3.45B | $3.49B | · | |
| Total Debt | $3.58B | $4.08B | $2.49B | · | $2.51B | $2.63B | $2.54B | · | $2.92B | $3.00B | $2.89B | · | $3.20B | $3.45B | $3.49B | · | |
| Common Stock | $117M | $118M | $118M | $119M | $120M | $120M | $123M | $124M | $124M | $125M | $126M | · | $126M | $127M | $127M | · | |
| Retained Earnings | $946M | $963M | $1.33B | $1.53B | $1.66B | $1.82B | $2.18B | $2.37B | $4.56B | $4.58B | $4.60B | · | $4.46B | $4.39B | $4.23B | · | |
| AOCI | $-733M | $-716M | $-686M | $-710M | $-658M | $-780M | $-832M | $-699M | $-806M | $-811M | $-782M | · | $-772M | $-838M | $-846M | · | |
| Stockholders' Equity | $3.26B | $3.29B | $3.44B | $3.64B | $3.82B | $3.86B | $4.21B | $4.55B | $6.62B | $6.62B | $6.68B | · | $6.52B | $6.38B | $6.18B | · | |
| Liabilities + Equity | $11.74B | $11.94B | $11.61B | $11.25B | $11.41B | $11.21B | $11.61B | $11.76B | $15.05B | $14.90B | $14.95B | · | $14.94B | $15.00B | $14.92B | · | |
| Shares Outstanding | 117,132,889 | 118,190,953 | 117,586,748 | 119,081,294 | 119,704,769 | 120,379,245 | 122,912,389 | 124,084,028 | 124,253,511 | 125,216,293 | 125,599,058 | · | 125,880,738 | 126,805,092 | 126,668,513 | · |
Cash Flow
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $24M | $22M | $22M | $20M | $21M | $20M | $21M | $25M | $24M | $25M | $25M | $26M | $21M | $28M | $28M | $25M | |
| Stock-based Comp | $19M | $21M | $17M | $14M | $13M | $21M | $13M | $20M | $19M | $16M | $19M | $18M | $21M | $15M | $20M | $12M | |
| Amort. of Intangibles | $33M | $34M | $38M | $40M | $39M | $38M | $39M | $25M | $38M | $38M | $51M | $-5M | $52M | $50M | $50M | · | |
| Restructuring | $21M | $14M | $4M | $14M | $22M | $11M | $15M | · | $58M | $42M | $41M | · | $31M | $2M | $7M | · | |
| Operating Cash Flow | $456M | $-484M | $381M | $383M | $293M | $-96M | $107M | $197M | $483M | $-43M | $418M | $219M | $321M | $132M | $302M | $278M | |
| CapEx | $25M | $21M | $16M | $30M | $22M | $17M | $10M | $38M | $38M | $28M | $17M | $39M | $31M | $35M | $32M | $48M | |
| Investing Cash Flow | $-25M | $-16M | $-15M | $-29M | $-22M | $-16M | $-8M | $-32M | $-38M | $-41M | $-16M | $-39M | $-30M | $-28M | $-49M | $-47M | |
| Debt Issued | $205M | $3.13B | $719M | $285M | $325M | $1.26B | $589M | $2.38B | $508M | $1.18B | $540M | $1.53B | $254M | $793M | $1.28B | $632M | |
| Net Debt Issued | · | · | $245M | · | · | · | $368M | · | · | · | $-27M | · | · | · | $-7M | · | |
| Stock Issued | $9M | $9M | $8M | $9M | $8M | $9M | $8M | $12M | $13M | $11M | $11M | $10M | $13M | $11M | $15M | $10M | |
| Stock Repurchased | $142M | $220M | $252M | $101M | $101M | $351M | $202M | $56M | $151M | $95M | $100M | $145.0K | $125M | $0 | $141M | $31M | |
| Net Stock Activity | · | · | $-244M | · | · | · | $-194M | · | · | · | $-89M | · | · | · | $-126M | · | |
| Dividends Paid | $42M | $43M | $39M | $38M | $39M | $39M | $36M | $36M | $36M | $37M | $33M | $33M | $33M | $33M | $30M | $29M | |
| Financing Cash Flow | $-727M | $452M | $-60M | $-399M | $-233M | $-6M | $112M | $-259M | $-262M | $-22M | $-209M | $-316M | $-434M | $-90M | $-246M | $-142M | |
| Net Change in Cash | $-299M | $-65M | $317M | $-59M | $91M | $-95M | $154M | $-65M | $178M | $-123M | $228M | $-165M | $-131M | $12M | $59M | $40M | |
| Free Cash Flow | · | · | $365M | · | · | · | $97M | · | · | · | $401M | · | · | · | $270M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $353M | · | · | · | $240M | · |
Profitability
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 19.9% | 21.5% | 23.2% | · | 25.0% | 25.4% | 24.6% | · | 21.7% | 21.2% | 20.4% | · | 20.5% | 21.8% | 21.4% | · | |
| Operating Margin | 7.0% | -2.2% | 7.1% | · | 7.8% | 7.2% | 7.1% | · | 6.2% | 6.6% | 4.9% | · | 6.4% | 7.1% | 6.3% | · | |
| Net Margin | 3.4% | -1.2% | 3.8% | · | 5.9% | 0.19% | -0.62% | · | 3.5% | 3.8% | 4.1% | · | 3.9% | 5.3% | 3.6% | · | |
| Pretax Margin | 5.9% | -3.5% | 6.3% | · | 8.1% | 1.9% | 1.8% | · | 5.3% | 5.7% | 4.0% | · | 5.4% | 6.2% | 5.2% | · | |
| EBITDA Margin | 7.0% | -2.2% | 7.1% | · | 7.8% | 7.2% | 7.1% | · | 6.2% | 6.6% | 4.9% | · | 6.4% | 7.1% | 6.3% | · | |
| ROA | 1.2% | -0.40% | 1.1% | · | 1.4% | 0.04% | -0.14% | · | 0.98% | 1.1% | 1.1% | · | 1.1% | 1.4% | 0.91% | · | |
| ROE | 3.9% | -1.3% | 3.3% | · | 3.4% | 0.11% | -0.33% | · | 2.2% | 2.5% | 2.7% | · | 2.6% | 3.5% | 2.2% | · | |
| ROIC | 2.4% | -0.72% | 2.5% | · | 2.9% | 0.30% | -0.23% | · | 1.9% | 2.1% | 2.3% | · | 2.1% | 2.7% | 1.8% | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.3 | · | 1.4 | 1.5 | 1.3 | · | 1.1 | 1.2 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | |
| Quick Ratio | 1.2 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.1 | · | 1.1 | 1.1 | 1.3 | · | 1.4 | 1.5 | 1.4 | · | |
| Debt / Equity | 1.1 | 1.2 | 0.7 | · | 0.7 | 0.7 | 0.6 | · | 0.4 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.6 | · | |
| LT Debt / Equity | 1.1 | 1.2 | 0.7 | · | 0.7 | 0.7 | 0.4 | · | 0.3 | 0.3 | 0.4 | · | 0.5 | 0.5 | 0.6 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 6.4 | 4.7 | · | 6.2 | 7.1 | 5.9 | · |
Efficiency
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Receivables Turnover | 1.2 | 1.1 | 1.1 | · | 0.9 | 0.9 | 0.9 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · |
Per Share
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $27.87 | $27.86 | $29.29 | · | $31.93 | $32.10 | $34.21 | · | $53.25 | $52.90 | $53.17 | · | $51.81 | $50.31 | $48.82 | · | |
| Revenue / Share | $34.28 | $31.51 | $27.67 | · | $25.16 | $23.73 | $23.64 | · | $33.69 | $33.83 | $32.80 | · | $32.93 | $32.02 | $29.79 | · | |
| Cash Flow / Share | · | · | $3.20 | · | · | · | $0.87 | · | · | · | $3.30 | · | · | · | $2.37 | · | |
| Cash / Share | $10.01 | $11.61 | $13.21 | · | $10.80 | $10.01 | $10.57 | · | $9.73 | $8.25 | $9.09 | · | $8.68 | $9.65 | $9.56 | · | |
| Dividend / Share | $0.36 | $0.36 | $0.32 | $0.32 | $0.32 | $0.32 | $0.29 | $0.29 | $0.29 | $0.29 | · | $0.26 | $0.26 | $0.26 | · | · | |
| EPS (TTM) | $2.81 | $3.21 | $3.61 | · | $4.00 | $3.62 | $4.84 | · | $5.07 | $5.19 | $5.61 | · | $5.80 | $6.03 | $5.01 | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.22B | $13.17B | $12.39B | · | $11.84B | $11.69B | $11.62B | · | $7.33B | $7.24B | $7.07B | · | $6.76B | $7.79B | $8.95B | · | |
| Net Income TTM | $338M | $381M | $433M | · | $493M | $460M | $616M | · | $630M | $647M | $702M | · | $742M | $773M | $646M | · | |
| Market Cap | $14.72B | $14.88B | $15.91B | · | $15.57B | $14.45B | $16.44B | · | $14.36B | $15.92B | $13.48B | · | $12.38B | $12.33B | $12.58B | · | |
| Enterprise Value | $17.13B | $17.59B | $16.84B | · | $16.78B | $15.88B | $17.67B | · | $16.07B | $17.89B | $15.23B | · | $14.49B | $14.56B | $14.86B | · | |
| P/E | 44.7 | 39.2 | 37.5 | · | 32.5 | 33.2 | 27.6 | · | 22.8 | 24.5 | 19.1 | · | 17.0 | 16.1 | 19.8 | · | |
| P/S | 1.0 | 1.1 | 1.3 | · | 1.3 | 1.2 | 1.4 | · | 2.0 | 2.2 | 1.9 | · | 1.8 | 1.6 | 1.4 | · | |
| P/B | 4.5 | 4.5 | 4.6 | · | 4.1 | 3.7 | 3.9 | · | 2.2 | 2.4 | 2.0 | · | 1.9 | 1.9 | 2.0 | · | |
| P / Cash Flow | · | · | 41.8 | · | · | · | 153.0 | · | · | · | 32.2 | · | · | · | 41.6 | · | |
| EV / Revenue | 1.2 | 1.3 | 1.4 | · | 1.4 | 1.4 | 1.5 | · | 2.2 | 2.5 | 2.2 | · | 2.1 | 1.9 | 1.7 | · | |
| Dividend Yield | 1.1% | 1.1% | 0.98% | · | 0.97% | 1.0% | 0.89% | · | 0.97% | 0.85% | 0.98% | · | 1.0% | 0.99% | 0.83% | · | |
| Earnings Yield | 2.2% | 2.5% | 2.7% | · | 3.1% | 3.0% | 3.6% | · | 4.4% | 4.1% | 5.2% | · | 5.9% | 6.2% | 5.0% | · | |
| Payout Ratio | · | · | 30.7% | · | · | · | -201.2% | · | · | · | 19.4% | · | · | · | 22.0% | · | |
| Annual Payout | $162M | $158M | $155M | · | $151M | $149M | $146M | · | $139M | $136M | $132M | · | $125M | $121M | $104M | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-26 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Revenue | $12.03B | $11.50B | $10.85B | $9.78B | $14.09B |
| Gross Margin % | 24.8% | 24.6% | 21.2% | 22.3% | 21.6% |
| Operating Margin % | 7.2% | 6.0% | 6.6% | 6.2% | 4.9% |
| Net Income | $289M | $806M | $666M | $644M | $477M |
| Diluted EPS | $2.38 | $6.32 | $5.30 | $4.98 | $3.20 |
| Metric | 2025-09-26 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Debt / Equity | 0.6 | 0.5 | 0.4 | 0.6 | 0.5 |
| Current Ratio | 1.3 | 1.2 | 1.4 | 1.5 | 1.3 |
| Quick Ratio | 1.3 | 1.0 | 1.3 | 1.4 | 1.3 |
| Metric | 2025-09-26 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Free Cash Flow | $607M | $934M | $837M | $347M | $633M |
Institutional owners (13F) 933 filers · $15.1B 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
933
Value held
$15.1B
New positions
85
Exited positions
112
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 85 (-23 vs prior Q) | 112 (+22 vs prior Q) | 282 (-20 vs prior Q) | 363 (+19 vs prior Q) | +5.9M |
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 GROUP INC | $1,809,694,085 | 13,662,193 | 11.98% | Shares |
| BlackRock, Inc. | $1,372,609,688 | 10,893,728 | 9.08% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $972,005,454 | 7,714,329 | 6.43% | Shares |
| STATE STREET CORP | $931,258,566 | 7,390,941 | 6.16% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $598,385,214 | 4,749,089 | 3.96% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $575,290,674 | 4,565,799 | 3.81% | Shares |
| Invesco Ltd. | $425,230,722 | 3,374,847 | 2.81% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $418,454,701 | 3,333,601 | 2.77% | Shares |
| MORGAN STANLEY | $400,287,269 | 3,176,879 | 2.65% | Shares |
| Boston Partners | $339,820,104 | 2,693,079 | 2.25% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $218,864,268 | 1,737,018 | 1.45% | Shares |
| Ninety One UK Ltd | $210,017,502 | 1,552,580 | 1.39% | Shares |
| BANK OF AMERICA CORP /DE/ | $208,318,365 | 1,653,320 | 1.38% | Shares |
| Allspring Global Investments Holdings, LLC | $205,224,863 | 1,646,673 | 1.36% | Shares |
| Pictet Asset Management Holding SA | $198,245,926 | 1,573,481 | 1.31% | Shares |
| Focus Partners Wealth | $171,943,002 | 1,364,659 | 1.14% | Shares |
| AMERIPRISE FINANCIAL INC | $170,509,279 | 1,353,298 | 1.13% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $162,497,814 | 1,314,495 | 1.08% | Shares |
| NORTHERN TRUST CORP | $159,444,936 | 1,265,436 | 1.06% | Shares |
| BARCLAYS PLC | $156,419,928 | 1,241,428 | 1.04% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $145,938,463 | 1,158,427 | 0.97% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $140,520,812 | 1,104,029 | 0.93% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $140,386,472 | 1,114,178 | 0.93% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $120,360,577 | 955,266 | 0.80% | Shares |
| Caisse de depot et placement du Quebec | $118,783,224 | 942,724 | 0.79% | Shares |
| FIRST TRUST ADVISORS LP | $115,302,327 | 915,098 | 0.76% | Shares |
| CI INVESTMENTS INC. | $114,816,240 | 911,240 | 0.76% | Shares |
| GOLDMAN SACHS GROUP INC | $111,647,006 | 886,087 | 0.74% | Shares |
| Amundi | $111,328,051 | 883,673 | 0.74% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $103,583,718 | 822,093 | 0.69% | Shares |
| UBS Group AG | $102,333,924 | 812,174 | 0.68% | Shares |
| ROYAL BANK OF CANADA | $88,223,000 | 700,173 | 0.58% | Shares |
| L1 Capital International Pty Ltd | $87,243,282 | 692,407 | 0.58% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $83,532,834 | 662,959 | 0.55% | Shares |
| DEUTSCHE BANK AG\ | $83,489,742 | 662,617 | 0.55% | Shares |
| EARNEST PARTNERS LLC | $80,132,850 | 635,975 | 0.53% | Shares |
| Legal & General Group Plc | $78,073,509 | 619,631 | 0.52% | Shares |
| Bank of New York Mellon Corp | $76,688,417 | 608,639 | 0.51% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $73,877,990 | 587,760 | 0.49% | Shares |
| JANUS HENDERSON GROUP PLC | $72,493,028 | 569,689 | 0.48% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $63,023,000 | 500,181 | 0.42% | Shares |
| CITIGROUP INC | $59,190,516 | 469,766 | 0.39% | Shares |
| Energy Income Partners, LLC | $58,335,984 | 462,984 | 0.39% | Shares |
| Vontobel Holding Ltd. | $51,641,486 | 381,766 | 0.34% | Shares |
| Nuveen, LLC | $50,368,817 | 399,753 | 0.33% | Shares |
| Balyasny Asset Management L.P. | $50,338,764 | 399,514 | 0.33% | Shares |
| NEUBERGER BERMAN GROUP LLC | $49,959,578 | 396,505 | 0.33% | Shares |
| Schonfeld Strategic Advisors LLC | $49,541,688 | 393,188 | 0.33% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46,224,234 | 366,859 | 0.31% | Shares |
| MILLENNIUM MANAGEMENT LLC | $43,545,222 | 345,597 | 0.29% | Shares |
Company insiders 92 insiders · 60 officers · 33 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert V Pragada | Chair & CEO | May 15, 2026 P | 333,755 | 1 | 0 | $400,035 |
| Craig L Martin | President & CEO | Dec. 26, 2014 M | 607,111 | 0 | 0 | $0 |
| Venkatesh Nathamuni | Chief Financial Officer | June 3, 2026 F | 19,791 | 1 | 0 | $101,332 |
| Kevin C Berryman | CHIEF FINANCIAL OFFICER | April 30, 2024 S | 231,604 | 0 | 0 | $0 |
| Claudia Jaramillo | CFO and EVP | Dec. 1, 2023 F | 27,796 | 0 | 0 | $0 |
| Hill Patrick | PRESIDENT | Aug. 7, 2026 S | 67,356 | 0 | 2 | $-2,478,583 |
| Shannon Miller | President | July 8, 2026 F | 25,292 | 0 | 1 | $-193,147 |
| Jiten Kachhela | President | June 8, 2026 A | 16,970 | 0 | 0 | $0 |
| Vinayak Ratnakar Pai | President, ECR | April 26, 2019 J | 9,363 | 0 | 0 | $0 |
| Lori S Sundberg | SENIOR VICE-PRESIDENT | June 6, 2017 M | 19,683 | 0 | 0 | $0 |
| Philip J Stassi | PRESIDENT, B&I | May 25, 2016 M | 65,743 | 0 | 0 | $0 |
| Andrew F Kremer | President, Industrial | Nov. 19, 2015 A | 32,882 | 0 | 0 | $0 |
| Micheal T Autrey | Group Vice-President | Oct. 29, 2010 J | 11,976 | 0 | 0 | $0 |
| Dante V Caravaggio | Senior Vice-President | Aug. 31, 2010 J | 7,105 | 0 | 0 | $0 |
| Terence D Hagen | COO | March 29, 2019 M | 62,775 | 0 | 0 | $0 |
| Cheryl H.J. Lim | Chief Human Resources Officer | May 18, 2026 A | 1,585 | 0 | 0 | $0 |
| Joanne Caruso Zaccaro | Chief Legal & Admin Officer | Dec. 1, 2025 F | 79,870 | 0 | 0 | $0 |
| Stephen A Arnette | EXECUTIVE VICE PRESIDENT | Sept. 18, 2024 M | 27,084 | 0 | 0 | $0 |
| Steven J. Demetriou | EXECUTIVE CHAIR | Sept. 18, 2024 M | 527,826 | 0 | 0 | $0 |
| Shelette M Gustafson | EXEC VICE PRESIDENT | Aug. 29, 2024 G | 24,091 | 0 | 0 | $0 |
| Dawne S Hickton | Executive Vice President | Nov. 18, 2021 F | 36,501 | 0 | 0 | $0 |
| Michael R Tyler | SVP & GENERAL COUNSEL | May 14, 2021 M | 16,879 | 0 | 0 | $0 |
| Joseph G. Mandel | Executive Vice President, IMO | June 8, 2018 M | 77,885 | 0 | 0 | $0 |
| Geoffrey P. Sanders | SENIOR VICE PRESIDENT | May 26, 2016 F | 14,935 | 0 | 0 | $0 |
| Santo Rizzuto | Executive Vice President | Oct. 30, 2015 J | 434 | 0 | 0 | $0 |
| Cora L Carmody | Senior Vice President | June 8, 2015 M | 11,782 | 0 | 0 | $0 |
| George A Kunberger JR | Executive Vice President | June 8, 2015 M | 69,970 | 0 | 0 | $0 |
| Nazim G Thawerbhoy | Senior Vice President | May 29, 2014 M | 11,224 | 0 | 0 | $0 |
| John W Prosser JR | Executive Vice President | May 29, 2014 M | 354,202 | 0 | 0 | $0 |
| Thomas R Hammond | Executive Vice President | May 29, 2014 M | 288,239 | 0 | 0 | $0 |
| Gregory J Landry | Executive Vice President | June 3, 2013 M | 237,582 | 0 | 0 | $0 |
| Patricia H Summers | Senior Vice President | May 24, 2012 A | 26,206 | 0 | 0 | $0 |
| William C Markley III | SVP & General Counsel | May 24, 2012 A | 41,158 | 0 | 0 | $0 |
| Thomas H Mcduffie JR | Group Vice President | May 25, 2011 M | 17,174 | 0 | 0 | $0 |
| Christopher E Nagel | Group Vice President | May 13, 2011 M | 21,661 | 0 | 0 | $0 |
| Earl J Mitchell JR | Group Vice President | May 10, 2011 M | 17,435 | 0 | 0 | $0 |
| Colin M Edwards | Senior Vice President | March 10, 2011 M | 9,848 | 0 | 0 | $0 |
| Robert Matha | Group Vice President | March 2, 2011 M | 16,748 | 0 | 0 | $0 |
| Robert G Norfleet | Group Vice President | Feb. 7, 2011 M | 19,807 | 0 | 0 | $0 |
| Jay Michael Coyle | Gruop Vice President | Feb. 4, 2011 M | 25,158 | 0 | 0 | $0 |
| Allyn B Taylor | Group Vice President | Feb. 3, 2011 M | 39,590 | 0 | 0 | $0 |
| William J Birkhofer | Senior Vice President | June 23, 2010 F | 16,071 | 0 | 0 | $0 |
| Robert S Duff | Group Vice President | May 27, 2010 A | 17,761 | 0 | 0 | $0 |
| Kevin J Mcmahon | Group Vice President | May 27, 2010 A | 35,710 | 0 | 0 | $0 |
| Robert M Clement | Group Vice President | May 27, 2010 A | 66,373 | 0 | 0 | $0 |
| Rogers F Starr | Group Vice President | May 27, 2010 A | 88,137 | 0 | 0 | $0 |
| John Mclachlan | Group Vice President | May 27, 2010 A | 206,000 | 0 | 0 | $0 |
| James E Dixon | Group Vice President | March 31, 2010 J | 30,702 | 0 | 0 | $0 |
| Mark S Williams | Group Vice President | Sept. 30, 2009 J | 14,947 | 0 | 0 | $0 |
| James T Stewart | Group Vice President | May 28, 2009 A | 1,600 | 0 | 0 | $0 |
| Michael J Higgins | Group Vice President | May 28, 2009 A | 97,636 | 0 | 0 | $0 |
| Arlan C Emmert | Group Vice President | Nov. 13, 2008 P | 50,884 | 0 | 0 | $0 |
| Walter C Barber | Group Vice President | Nov. 7, 2008 P | 23,622 | 0 | 0 | $0 |
| Warren M Dean | Group Vice President | May 28, 2008 S | 60,941 | 0 | 0 | $0 |
| Laurence R Sadoff | Group Vice President | May 22, 2008 A | 46,890 | 0 | 0 | $0 |
| Martin G Duvivier | Senior Vice President | Dec. 21, 2007 S | 2,334 | 0 | 0 | $0 |
| Peter M Evans | Group Vice President | Nov. 9, 2007 S | 0 | 0 | 0 | $0 |
| James W Thiesing | Group Vice President | June 28, 2007 A | 32,885 | 0 | 0 | $0 |
| William G Mitchell | Group Vice President | June 22, 2006 A | · | 0 | 0 | $0 |
| MILLER MICHAEL P | Senior Vice President | June 23, 2005 A | 12,000 | 0 | 0 | $0 |
| Manuel J Fernandez | Director | May 13, 2026 P | 12,504 | 3 | 0 | $177,401 |
| Priya Abani | Director | Jan. 29, 2026 A | 7,728 | 0 | 0 | $0 |
| Mary M. Jackson | Director | Jan. 29, 2026 A | 3,185 | 0 | 0 | $0 |
| Georgette D. Kiser | Director | Jan. 29, 2026 A | 12,958 | 0 | 0 | $0 |
| Diane M Bryant | Director | Jan. 29, 2026 A | 1,636 | 0 | 0 | $0 |
| Julia A Sloat | Director | Jan. 29, 2026 A | 4,620 | 0 | 0 | $0 |
| Michael Collins | Director | Jan. 29, 2026 A | 3,200 | 0 | 0 | $0 |
| Louis V. Pinkham | Director | Jan. 29, 2026 A | 4,620 | 0 | 0 | $0 |
| Robert A Mcnamara | Director | Jan. 29, 2026 A | 18,603 | 0 | 0 | $0 |
| Peter J Robertson | Director | Nov. 24, 2025 P | 1,000 | 1 | 0 | $134,760 |
| Christopher M.T. Thompson | Director | Aug. 29, 2024 M | 44,685 | 0 | 0 | $0 |
| Ralph E Eberhart | Director | Aug. 29, 2024 M | 33,248 | 0 | 0 | $0 |
| Vincent K Brooks | Director | Jan. 25, 2024 A | 6,961 | 0 | 0 | $0 |
| Barbara Loughran | Director | Jan. 25, 2024 A | 9,409 | 0 | 0 | $0 |
| Robert C Davidson JR | Director | Feb. 12, 2021 M | 34,911 | 0 | 0 | $0 |
| Linda Fayne Levinson | Director | Jan. 27, 2021 A | 62,486 | 0 | 0 | $0 |
| Joseph R Bronson | Director | Aug. 6, 2020 S | 28,103 | 0 | 0 | $0 |
| Coppel Juan Jose Suarez | Director | April 30, 2019 F | 6,871 | 0 | 0 | $0 |
| Barry L Williams | Director | Jan. 17, 2019 A | 26,640 | 0 | 0 | $0 |
| Noel G Watson | Director | Dec. 22, 2016 G | 734,329 | 0 | 0 | $0 |
| John F Coyne | Director | March 24, 2016 A | 11,809 | 0 | 0 | $0 |
| Edward V Fritzky | Director | March 1, 2015 A | 18,500 | 0 | 0 | $0 |
| MONTOYA BENJAMIN F | Director | March 1, 2012 A | 19,000 | 0 | 0 | $0 |
| Thomas M T Niles | Director | May 17, 2011 P | 50 | 0 | 0 | $0 |
| John P Jumper | Director | March 2, 2011 A | 5,000 | 0 | 0 | $0 |
| Robert B Gwyn | Director | March 2, 2009 A | 33,040 | 0 | 0 | $0 |
| Dale R Laurance | Director | Jan. 24, 2008 X | 58,500 | 0 | 0 | $0 |
| David Petrone | Director | Feb. 21, 2007 X | 47,500 | 0 | 0 | $0 |
| JACOBS JOSEPH J | Director | March 10, 2004 S | 1,005,376 | 0 | 0 | $0 |
| Peter H Dailey | Director | July 31, 2003 A | 10,600 | 0 | 0 | $0 |
| William B Allen JR | · | Dec. 1, 2025 F | 32,768 | 0 | 0 | $0 |
| Linda K Jacobs | · | Nov. 17, 2006 G | 159,831 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 123 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 |
|---|---|---|---|---|
| EQTY · Valued Advisers Trust | 3.05% | 322,043 NS | July 31, 2026 | N-PORT |
| PHO · Invesco Exchange-Traded Fund Trust | 3.01% | 412,757 SH | Oct. 23, 2026 | Daily |
| RUNN · Strategic Trust | 1.98% | 55,152 NS | Aug. 31, 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1.89% | 854 NS | July 31, 2026 | N-PORT |
| SMCO · Tidal Trust II | 1.54% | 16,238 NS | July 31, 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1.34% | 464 NS | July 31, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.24% | 61,786 SH | Oct. 23, 2026 | Daily |
| EMLP · First Trust Exchange-Traded Fund IV | 1.06% | 324,704 NS | July 31, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1.00% | 32,969 NS | July 31, 2026 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 0.81% | 1,779 NS | July 31, 2026 | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 0.47% | 19,711 NS | July 31, 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0.45% | 72,887 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.32% | 1,719,454 SH | Aug. 19, 2026 | Daily |
| SUSA · iShares Trust | 0.28% | 80,820 SH | Sept. 11, 2026 | Daily |
| TEXN · iShares Trust | 0.27% | 363 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.25% | 7,490 SH | Sept. 11, 2026 | Daily |
| SPXD · DBX ETF Trust | 0.24% | 115 NS | Aug. 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.23% | 38,543 NS | July 31, 2026 | N-PORT |
| EVUS · iShares Trust | 0.21% | 5,705 SH | Sept. 11, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.21% | 872 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.21% | 27,746 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.20% | 1,385,089 SH | Oct. 23, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.20% | 142,670 SH | Aug. 19, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 26,479 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.18% | 2,708,775 SH | Aug. 19, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.18% | 11,998 NS | July 31, 2026 | N-PORT |
| EXI · iShares Trust | 0.17% | 16,884 SH | Sept. 11, 2026 | Daily |
| GARP · iShares Trust | 0.16% | 35,537 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.16% | 174,672 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.16% | 200,901 SH | Oct. 23, 2026 | Daily |
| DEUS · DBX ETF Trust | 0.14% | 2,860 NS | Aug. 31, 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.14% | 4,877,000 | Oct. 23, 2026 | Daily |
| ESGU · iShares Trust | 0.14% | 178,875 SH | Sept. 11, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 175,000 | Oct. 23, 2026 | Daily |
| IMCV · iShares Trust | 0.13% | 10,448 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.12% | 478,647 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.12% | 13,742 SH | Sept. 11, 2026 | Daily |
| HAPI · Harbor ETF Trust | 0.11% | 4,132 NS | July 31, 2026 | N-PORT |
| IMCG · iShares Trust | 0.10% | 29,447 SH | Sept. 11, 2026 | Daily |
| XOEF · iShares Trust | 0.09% | 150 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.09% | 15,870 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.08% | 95,819 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.07% | 50,690 SH | Oct. 23, 2026 | Daily |
| PALC · Pacer Funds Trust | 0.07% | 1,108 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.07% | 6,986 SH | Sept. 11, 2026 | Daily |
| QARP · DBX ETF Trust | 0.07% | 345 NS | Aug. 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.06% | 4,341 SH | Oct. 23, 2026 | Daily |
| DFLV · Dimensional ETF Trust | 0.06% | 28,672 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.06% | 102 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.06% | 196,652 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.05% | 103,508 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.05% | 13,069 NS | July 31, 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.05% | 27,300 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.05% | 945 NS | July 31, 2026 | N-PORT |
| MNZL · EA Series Trust | 0.05% | 88 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.05% | 4,185 SH | Sept. 11, 2026 | Daily |
| HLAL · Listed Funds Trust | 0.05% | 3,056 NS | Aug. 31, 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.05% | 1,847 NS | July 31, 2026 | N-PORT |
| USSG · DBX ETF Trust | 0.05% | 1,861 NS | Aug. 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.05% | 17,840 SH | Sept. 10, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.05% | 31,968 SH | Oct. 23, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.05% | 162,067 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.05% | 14,824 SH | Oct. 23, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 2,491 SH | Oct. 23, 2026 | Daily |
| IWD · iShares Trust | 0.04% | 259,363 SH | Sept. 11, 2026 | Daily |
| SNPE · DBX ETF Trust | 0.04% | 8,631 NS | Aug. 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.04% | 131,921 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 70,529 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 1,512 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.04% | 6 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.03% | 3,036 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.03% | 6,194 SH | Sept. 11, 2026 | Daily |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.03% | 3,568 SH | Oct. 23, 2026 | Daily |
| ACVF · ETF Opportunities Trust | 0.03% | 338 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.03% | 69 SH | Sept. 10, 2026 | Daily |
| CHRI · Global X Funds | 0.03% | 17 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.03% | 10 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.03% | 1,335 SH | Sept. 11, 2026 | Daily |
| XYLD · Global X Funds | 0.03% | 6,510 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.03% | 24,893 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.03% | 19,144 SH | Oct. 23, 2026 | Daily |
| XCLR · Global X Funds | 0.03% | 7 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.03% | 701 SH | Oct. 23, 2026 | Daily |
| ILCV · iShares Trust | 0.03% | 2,475 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.03% | 2,349 SH | Sept. 11, 2026 | Daily |
| IVV · iShares Trust | 0.03% | 1,486,378 SH | Sept. 11, 2026 | Daily |
| PTLC · Pacer Funds Trust | 0.02% | 5,945 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.02% | 9,929 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.02% | 16,171 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.02% | 1,985 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.02% | 89 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.02% | 5,142 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.02% | 113 NS | July 31, 2026 | N-PORT |
| ILCG · iShares Trust | 0.02% | 5,212 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.02% | 36,276 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.02% | 80,425 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 33,155 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 154,898 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 445 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 2,836 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 94 SH | Oct. 23, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 3,066,824 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3,748,670 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 19,198 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 9,862 SH | Aug. 19, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.02% | 827 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 332 SH | Sept. 10, 2026 | Daily |
| KOKU · DBX ETF Trust | 0.02% | 1,070 NS | Aug. 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.02% | 9,233 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.02% | 1,513 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 10,319 SH | Sept. 10, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 2,686 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.02% | 38,965 SH | Sept. 10, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.01% | 6 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 101,911 SH | Aug. 19, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IFRA · iShares Trust | · | 186,404 SH | Sept. 11, 2026 | Daily |
J Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 24 analysts
BUY
Median target
$163.00
+11.0%
6 25.0%
Strong Buy
12 50.0%
Buy
6 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
15 analysts · 2026-10-25Mean target $162.80 +10.9%
Now
Current price $146.81
Low$144.00
Mean$162.80
High$188.00
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 |
|---|---|---|---|---|---|---|
| J | $17.61B | 62.1 | 4.6% | 2.4% | 7.1% | 24.8% |
| VRSK | $30.96B | 34.5 | 6.6% | 29.6% | 444.1% | · |
| EFX | $26.12B | 40.8 | 6.9% | 10.9% | 14.1% | · |
| LDOS | $23.19B | 16.5 | 3.1% | 8.4% | 31.1% | · |
| CACI | $10.24B | 19.2 | 10.9% | 5.6% | 12.5% | · |
| ULS | $15.85B | 49.3 | 6.4% | 10.7% | 30.0% | · |
| TRU | $16.50B | 37.0 | 9.4% | 10.0% | 10.5% | · |
| BAH | $9.39B | 11.3 | -6.4% | 7.6% | 81.0% | · |
| ANDG | · | · | 14.6% | -0.28% | 3.5% | · |
| SAIC | $4.48B | 13.2 | -2.9% | 4.9% | 23.3% | · |
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Source: SEC 10-Q filed Aug 4, 2026