LEA Lear Corporation Common Stock
NYSE · Auto Components · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 31, 2026LEA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| March 18, 2011 | 2-for-1 | Forward |
About Lear Corporation Common Stock Company overview from Wikipedia
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
Early stages
Lear Corporation was launched as American Metal Products in 1917 in Detroit, Michigan. At the time of its founding it was engaged in the manufacture of tubular, welded and stamped assemblies for the aircraft and automobile industries.
Lear grew during the 1980s and 1990s through a series of acquisitions. The company sought to become a supplier of complete interior automotive systems, that is, a supplier of seating, electrical, flooring, interior trim, instrument panels, etc., to original equipment manufacturing (OEM) auto companies.
Inheritance of United Technologies Automotive
On March 16, 1999, Lear announced it would acquire United Technologies Automotive, a subsidiary of United Technologies Corporation that produced dashboards, electrical distribution systems, motors and air-flow parts, interior door panels and switches, for $2.3 billion. Lear announced on May 4, 1999, that it had completed the acquisition.
First Large Corporation to achieve ISO/TS 16949:1999 world wide in 280 global facilities, all of which was managed by Bill Cooper, Lear Corporation Global Quality Systems Senior Quality Manager.
Next Acquiring
On April 5, 2004, Lear announced it would pay $220 million for Wuppertal, Germany-based Grote & Hartmann, a maker of electrical components. On July 6, 2004, Lear announced it had completed the transaction.
Spinoff Assembling and interior systems division
As of late 2005, most OEM auto companies had indicated that they no longer wanted to purchase total interiors from any one company. As this was Lear's primary purpose in assembling those three divisions, and the interior systems division was not profitable, the company began seeking to get rid of this division.
Another extension and purchasing of the Interior System Department
In early 2007, Lear Corporation completed the transfer of substantially all of its former North American Interior Systems Division to International Automotive Components Group (IAC), a joint venture of Lear, WL Ross & Co., and Franklin Mutual Advisers. The deal involved 26 manufacturing plants and two Chinese joint ventures. Lear also contributed $27 million in cash for a 25 percent interest in IAC and warrants for an additional 7 percent.
Also in 2007, Lear's board of directors agreed to a $2.3 billion takeover offer from American Real Estate Partners, an affiliate of financier Carl Icahn, subject to shareholder approval. Lear has said it will continue to talk to other interested parties, however, Icahn would receive a $100 million fee should another offer be accepted. The deal was later voted down by shareholders.
Close to Bankruptcy
On July 2, 2009, Bloomberg News reported that Lear Corp. planned to file for Chapter 11 bankruptcy after reaching an agreement with representatives of secured lenders and bondholders. On November 9, 2009, Lear announced it had emerged from bankruptcy.
Simoncini becomes CEO
On August 10, 2011, Lear announced that senior vice president and chief financial officer Matt Simoncini had been elected chief executive officer and president, effective September 1, 2011.
PACE Award
In 2012, Automotive News awarded Lear a Premier Automotive Suppliers' Contribution to Excellence (PACE) Award for innovation, technological advancement and business performance for its Solid State Smart Junction Box (S3JB), noting Lear's "S3JB junction box has 1) integrated solid state fuse technology to eliminate relays, 2) created a new package that no longer has to be accessible from the driver compartment which decreases nuisance calls and lowers electrical device warranty returns, 3) created and installed a smart software logic with detailed diagnostics to permit a 'fail safe operation,' and 4) designed a single state board design with patented thermal aspects that permits multiple system and device connections and various configurations to ease manufacturing processes."
Takeover of Guilford Mills
Lear acquired automotive and specialty fabrics company Guilford Mills for $257 million in May 2012. In addition to automotive fabric applications, Guilford produces fabrics for markets including water filtration, window covering, performance apparel, medical and other industrial applications.
Acquisition of Eagle Ottawa LLC
In August 2014, it was announced that Lear Corp would acquire automotive leather supplier Eagle Ottawa LLC for a fee of $850 million.
Occasions 2015
In May 2015 the company announced that it would open a new automotive plant in Gostivar, Republic of North Macedonia, in the summer of 2015. This was to be Lear's first facility in North Macedonia.
Agreement set for takeover Grupo Antolin
In February 2017 it was announced that Lear Corp signed a definitive agreement to acquire Grupo Antolin's automotive seating business. The transaction was valued at €286 million on a cash and debt free basis. Lear Corp funded the transaction with cash on hand.
Formula 1 Engagement
Lear held a backer for the Jaguar Racing Team in the 2001 Formula One World Championship and also now in the Formula E Competition.
Acquisition of InTouch Automation
In November 2022, it was announced Lear had acquired the Novi-based supplier of Industry 4.0 technologies and automated testing equipment used in the production of automotive seats, InTouch Automation.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | LEA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 11.3 | · | 18.7 | Undervalued | |
| PEG Ratio | ≈0.4 | · | · | · |
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 | LEA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 6.9% | · | 23.4% | Weak | |
| Operating Margin (TTM) | 3.7% | · | 9.2% | Weak | |
| EBITDA Margin | 5.9% | · | 11.5% | Weak | |
| Pretax Margin (TTM) | 3.1% | · | 7.9% | Weak | |
| Net Profit Margin (TTM) | 2.3% | · | 5.1% | Weak | |
| ROA | 3.0% | · | 3.9% | Weak | |
| ROE | 9.2% | · | 10.4% | In line | |
| ROIC | 11.7% | · | 9.0% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | LEA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | · | 0.3 | Low debt | |
| Current Ratio | 1.4 | · | 2.3 | Low liquidity | |
| Quick Ratio | 0.9 | · | 1.1 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | LEA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -0.20% | · | · | · | |
| Revenue CAGR 3Y | 3.6% | · | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | |
| EPS YoY | -9.1% | · | · | · | |
| Net Income YoY | -13.8% | · | · | · | |
| EPS CAGR 3Y | 14.2% | · | · | · | |
| EPS CAGR 5Y | 25.5% | · | · | · | |
| Net Income CAGR 3Y | 10.1% | · | · | · | |
| Net Income CAGR 5Y | 22.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | LEA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.6 | · | 1.0 | Top tier | |
| Inventory Turnover | 13.2 | · | 5.9 | Top tier | |
| Receivables Turnover | 6.2 | · | 6.3 | Weak | |
| Revenue / Employee | ≈$141.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 2, 2026 | $0.77 | USD | ≈2.4% |
| Jun 3, 2026 | $0.77 | USD | ≈2.1% |
| Mar 5, 2026 | $0.77 | USD | ≈2.5% |
| Dec 10, 2025 | $0.77 | USD | ≈2.8% |
| Sep 3, 2025 | $0.77 | USD | ≈2.8% |
| Jun 5, 2025 | $0.77 | USD | ≈3.5% |
| Mar 6, 2025 | $0.77 | USD | ≈3.2% |
| Dec 11, 2024 | $0.77 | USD | ≈3.0% |
| Sep 4, 2024 | $0.77 | USD | ≈2.7% |
| Jun 6, 2024 | $0.77 | USD | ≈2.5% |
| Mar 7, 2024 | $0.77 | USD | ≈2.2% |
| Dec 5, 2023 | $0.77 | USD | ≈2.3% |
| Aug 30, 2023 | $0.77 | USD | ≈2.1% |
| Jun 8, 2023 | $0.77 | USD | ≈2.3% |
| Mar 9, 2023 | $0.77 | USD | ≈2.2% |
| Dec 6, 2022 | $0.77 | USD | ≈2.3% |
| Aug 31, 2022 | $0.77 | USD | ≈2.6% |
| Jun 9, 2022 | $0.77 | USD | ≈2.2% |
| Mar 10, 2022 | $0.77 | USD | ≈1.7% |
| Dec 9, 2021 | $0.77 | USD | ≈0.96% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 23, 2026 | $4.28 | $4.02 | 6.6% |
| March 31, 2026 | $3.87 | $3.55 | 8.9% | |
| Dec. 31, 2025 | $3.41 | $2.83 | 20.6% | |
| Sept. 30, 2025 | $2.79 | $2.74 | 1.7% | |
| June 30, 2025 | $3.47 | $3.32 | 4.6% | |
| March 31, 2025 | $3.12 | $2.73 | 14.5% |
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 | $23.26B | $23.31B | $23.47B | $20.89B | $19.26B | $17.05B | $19.81B | $21.15B | $20.47B | $18.56B | $18.21B | $17.73B | |
| Cost of Revenue | $21.75B | $21.67B | $21.76B | $19.48B | $17.87B | $15.94B | $18.07B | $18.83B | $18.18B | $16.43B | $16.39B | $16.23B | |
| Gross Profit | $1.50B | $1.64B | $1.71B | $1.41B | · | · | · | · | · | · | · | · | |
| R&D Expense | · | · | · | · | · | · | $151M | $154M | $148M | $144M | $127M | $102M | |
| SG&A Expense | $708M | $702M | $715M | $685M | $643M | $589M | $605M | $613M | $635M | $608M | $580M | $530M | |
| Operating Income | $777M | $888M | $933M | $654M | $675M | $454M | $1.07B | $1.65B | $1.61B | $1.46B | $1.19B | $929M | |
| Interest Expense | · | · | $101M | $99M | $92M | $100M | $92M | $84M | $86M | $82M | $87M | $68M | |
| Pretax Income | $625M | $733M | $777M | $509M | $584M | $299M | $954M | $1.54B | $1.53B | $1.34B | $1.03B | $787M | |
| Income Tax | $150M | $191M | $181M | $134M | $138M | $94M | $146M | $312M | $198M | $370M | $286M | $121M | |
| Net Income | $437M | $507M | $572M | $328M | $374M | $158M | $754M | $1.15B | $1.31B | $975M | $746M | $672M | |
| EPS (Basic) | $8.22 | $9.02 | $9.73 | $5.49 | $6.22 | $2.63 | $12.80 | $17.35 | $18.79 | $13.48 | $9.71 | $8.39 | |
| EPS (Diluted) | $8.15 | $8.97 | $9.68 | $5.47 | $6.19 | $2.62 | $12.75 | $17.22 | $18.59 | $13.33 | $9.59 | $8.23 | |
| Shares (Basic) | 53,168,252 | 56,140,962 | 58,830,334 | 59,674,488 | 60,082,833 | 60,254,380 | 61,697,192 | 65,672,164 | 68,542,363 | 72,345,436 | 76,754,270 | 80,187,516 | |
| Shares (Diluted) | 53,590,776 | 56,476,105 | 59,116,375 | 59,920,529 | 60,420,484 | 60,429,962 | 61,923,528 | 66,161,816 | 69,277,981 | 73,124,949 | 77,767,017 | 81,728,479 | |
| EBITDA | $1.38B | $1.51B | $1.54B | $1.23B | $1.25B | $994M | $1.58B | $2.14B | $2.04B | $1.81B | $1.53B | $311M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.03B | $1.05B | $1.20B | $1.11B | $1.32B | $1.31B | $1.49B | $1.49B | $1.50B | $1.27B | $1.20B | $1.09B | |
| Short-term Investments | · | · | · | $4M | $4M | $9M | $17M | $5M | $3M | · | · | · | |
| Receivables | $3.90B | $3.59B | $3.68B | $3.45B | $3.04B | $3.27B | $2.98B | $2.88B | $3.23B | $2.75B | $2.59B | $2.47B | |
| Inventory | $1.69B | $1.60B | $1.76B | $1.57B | $1.57B | $1.40B | $1.26B | $1.20B | $1.21B | $1.02B | $948M | $854M | |
| Other Current Assets | $1.03B | $941M | $1.00B | $854M | $834M | $800M | $678M | $710M | $676M | $611M | $552M | $746M | |
| Current Assets | $7.66B | $7.18B | $7.64B | $6.99B | $6.77B | $6.78B | $6.41B | $6.28B | $6.61B | $5.65B | $5.29B | $5.17B | |
| PP&E (Net) | $2.91B | $2.83B | $2.98B | $2.85B | $2.72B | $2.74B | $2.70B | $2.60B | $2.46B | $2.02B | $1.83B | $1.62B | |
| PP&E (Gross) | $7.45B | $6.82B | $6.76B | $6.22B | $5.80B | $5.65B | $5.17B | $4.78B | $4.35B | $3.51B | $3.06B | $2.66B | |
| Accum. Depreciation | $4.53B | $3.98B | $3.78B | $3.37B | $3.08B | $2.91B | $2.47B | $2.18B | $1.89B | $1.49B | $1.23B | $1.04B | |
| Goodwill | $1.78B | $1.70B | $1.74B | $1.66B | $1.66B | $1.66B | $1.61B | $1.41B | $1.40B | $1.12B | $1.05B | $726M | |
| Intangibles | $110M | $115M | $189M | $235M | $302M | $368M | $424M | $396M | $444M | $287M | $256M | $92M | |
| Other Non-current Assets | $2.49B | $2.31B | $2.34B | $2.25B | $2.21B | $2.03B | $1.96B | $1.32B | $1.47B | $1.11B | $1.24B | $1.60B | |
| Total Assets | $14.84B | $14.03B | $14.70B | $13.76B | $13.35B | $13.20B | $12.68B | $11.60B | $11.95B | $9.90B | $9.41B | $9.11B | |
| Accounts Payable | $3.42B | $3.25B | $3.43B | $3.21B | $2.95B | $3.14B | $2.82B | $2.86B | $3.17B | $2.64B | $2.50B | $2.53B | |
| Accrued Liabilities | $2.22B | $2.17B | $2.21B | $1.96B | $1.81B | $1.92B | $1.81B | $1.61B | · | · | · | · | |
| Short-term Debt | $28M | $27M | $28M | $10M | $0 | $0 | $19M | $10M | $0 | $9M | $0 | · | |
| Current Liabilities | $5.67B | $5.45B | $5.67B | $5.19B | $4.76B | $5.08B | $4.67B | $4.50B | $4.85B | $4.18B | $3.84B | $3.95B | |
| Capital Leases | $595M | $582M | $623M | $595M | $524M | $439M | $422M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $91M | $45M | $46M | $54M | |
| Other Non-current Liabilities | $1.26B | $1.25B | $1.23B | $1.15B | $1.19B | $1.21B | $1.10B | $640M | $694M | $627M | $617M | $685M | |
| Long-term Debt | · | · | · | · | · | · | $2.31B | $1.97B | $1.97B | $1.94B | $1.97B | $1.72B | |
| Total Debt | $28M | $27M | $28M | $10M | $0 | $0 | $19M | $10M | $0 | $9M | · | $244M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $700.0K | $800.0K | $800.0K | $800.0K | |
| Paid-in Capital | $1.11B | $1.08B | $1.05B | $1.02B | $1.02B | $964M | $969M | $1.02B | $1.22B | $1.39B | $1.45B | $1.48B | |
| Retained Earnings | $6.19B | $5.93B | $5.60B | $5.21B | $5.07B | $4.81B | $4.72B | $4.11B | $4.17B | $3.71B | $2.83B | $2.16B | |
| Treasury Stock | $1.72B | $1.42B | $1.04B | $754M | $679M | $599M | $563M | $225M | $724M | $1.20B | $623M | $177M | |
| AOCI | $-544M | $-1.13B | $-689M | $-805M | $-770M | $-705M | $-773M | $-706M | $-513M | $-836M | $-730M | $-502M | |
| Stockholders' Equity | $5.04B | $4.45B | $4.92B | $4.68B | $4.64B | $4.47B | $4.35B | $4.20B | $4.15B | $3.06B | $2.93B | $2.96B | |
| Liabilities + Equity | $14.84B | $14.03B | $14.70B | $13.76B | $13.35B | $13.20B | $12.68B | $11.60B | $11.95B | $9.90B | $9.41B | $9.11B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $604M | $621M | $604M | $576M | $574M | $540M | $510M | $484M | $428M | $378M | $348M | $311M | |
| Stock-based Comp | $66M | $64M | $68M | $52M | $60M | $40M | $23M | $41M | $70M | $68M | $66M | $71M | |
| Deferred Tax | $-117M | $-57M | $-59M | $-49M | $-56M | $-85M | $-38M | $87M | $-81M | $104M | $49M | $-58M | |
| Amort. of Intangibles | $20M | $49M | $62M | $71M | $73M | $66M | $62M | $51M | $48M | $53M | $52M | $34M | |
| Restructuring | · | · | · | · | $101M | $132M | $194M | $88M | $71M | $64M | $81M | $107M | |
| Other Non-cash | $-68M | $-144M | $64M | $115M | $-282M | $9M | $36M | $18M | $53M | $94M | $64M | $-68M | |
| Operating Cash Flow | $1.09B | $1.12B | $1.25B | $1.02B | $670M | $663M | $1.28B | $1.78B | $1.78B | $1.62B | $1.27B | $928M | |
| CapEx | $562M | $559M | $626M | $638M | $585M | $452M | $604M | $677M | $594M | $528M | $486M | $425M | |
| Investing Cash Flow | $-517M | $-543M | $-762M | $-830M | $-647M | $-469M | $-922M | $-694M | $-869M | $-637M | $-965M | $-781M | |
| Net Debt Issued | $-50M | $-50M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $325M | $417M | $296M | $100M | $100M | $70M | $385M | $705M | $450M | $659M | $487M | $411M | |
| Net Stock Activity | $-325M | $-417M | $-296M | $-100M | $-100M | $-4.70B | $-4.60B | $-4.20B | $-3.50B | $-3.10B | $-2.40B | $-1.90B | |
| Dividends Paid | $165M | $174M | $182M | $186M | $107M | $67M | $186M | $186M | $138M | $89M | $78M | $65M | |
| Financing Cash Flow | $-618M | $-694M | $-420M | $-387M | $-14M | $-412M | $-362M | $-1.03B | $-742M | $-873M | $-156M | $-161M | |
| Net Change in Cash | $-20M | $-143M | $81M | $-204M | $7M | $-196M | $-9M | $19M | $229M | $75M | $102M | $-44M | |
| Taxes Paid | $277M | $268M | $218M | $195M | $148M | $142M | $172M | $279M | $284M | $238M | $219M | $155M | |
| Free Cash Flow | $527M | $561M | $623M | $383M | $85M | $211M | $680M | $1.10B | $1.19B | $1.09B | $785M | $503M | |
| Levered FCF | · | · | $545M | $310M | $15M | $142M | $602M | $1.04B | $1.11B | $1.03B | $723M | $446M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 6.5% | 7.0% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 3.3% | 3.8% | 4.0% | 3.1% | 3.5% | 2.7% | 5.4% | 7.8% | 7.9% | 7.7% | 6.5% | · | |
| Net Margin | 1.9% | 2.2% | 2.4% | 1.6% | 1.9% | 0.93% | 3.8% | 5.4% | 6.4% | 5.2% | 4.1% | 3.8% | |
| Pretax Margin | 2.7% | 3.1% | 3.3% | 2.4% | 3.0% | 1.8% | 4.8% | 7.3% | 7.5% | 7.2% | 5.7% | 4.4% | |
| EBITDA Margin | 5.9% | 6.5% | 6.6% | 5.9% | 6.5% | 5.8% | 8.0% | 10.1% | 10.0% | 9.7% | 8.4% | 1.8% | |
| ROA | 3.0% | 3.5% | 3.9% | 2.4% | 2.8% | 1.2% | 5.9% | 9.7% | 11.1% | 9.7% | 7.8% | 7.5% | |
| ROE | 9.2% | 10.8% | 11.9% | 7.0% | 8.2% | 3.6% | 17.6% | 27.5% | 36.4% | 32.6% | 25.3% | 22.0% | |
| ROIC | 11.7% | 14.6% | 14.5% | 10.3% | 11.1% | 7.0% | 20.7% | 31.3% | 33.7% | 33.7% | 29.3% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.3 | 1.3 | 1.4 | 1.3 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.1 | |
| Interest Coverage | · | · | 9.2 | 6.6 | 7.4 | 4.6 | 11.6 | 19.7 | 18.8 | 17.3 | 13.7 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.6 | 1.6 | 1.5 | 1.5 | 1.3 | 1.6 | 1.8 | 1.7 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 13.2 | 12.9 | 13.1 | 12.4 | 12.0 | 12.0 | 14.7 | 15.7 | 16.3 | 16.7 | 18.2 | 19.4 | |
| Receivables Turnover | 6.2 | 6.4 | 6.6 | 6.4 | 6.1 | 5.5 | 6.8 | 6.9 | 6.8 | 7.0 | 7.2 | 7.5 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $434.01 | $412.67 | $396.96 | $348.65 | $318.82 | $282.08 | $319.92 | $319.65 | $295.43 | $253.78 | $234.18 | $216.90 | |
| Cash Flow / Share | $20.32 | $19.83 | $21.13 | $17.05 | $11.09 | $10.97 | $20.74 | $26.90 | $25.74 | $22.14 | $16.34 | $11.35 | |
| Dividend / Share | $0.77 | $0.77 | $0.77 | $0.77 | · | · | $0.75 | $0.70 | $0.50 | $0.30 | $0.25 | · | |
| EPS (TTM) | $8.15 | $8.97 | $9.68 | $5.47 | $6.19 | $2.62 | $12.75 | $17.22 | $18.59 | $13.33 | $9.59 | $8.23 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.20% | -0.69% | 12.3% | 8.5% | 13.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.6% | 6.6% | 11.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -9.1% | -7.3% | 77.0% | -11.6% | 136.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.2% | 13.2% | 54.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 25.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -13.8% | -11.5% | 74.7% | -12.4% | 135.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.1% | 10.7% | 53.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 22.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $23.26B | $23.31B | $23.47B | $20.89B | $19.26B | $17.05B | $19.81B | $21.15B | $20.47B | $18.56B | $18.21B | $17.73B | |
| Net Income TTM | $437M | $507M | $572M | $328M | $374M | $158M | $754M | $1.15B | $1.31B | $975M | $746M | $672M | |
| P/E | 14.1 | 10.6 | 14.6 | 22.7 | 29.6 | 60.7 | 10.8 | 7.1 | 9.5 | 9.9 | 12.8 | 11.9 | |
| Earnings Yield | 7.1% | 9.5% | 6.9% | 4.4% | 3.4% | 1.7% | 9.3% | 14.0% | 10.5% | 10.1% | 7.8% | 8.4% | |
| Payout Ratio | 37.7% | 34.3% | 31.8% | 56.6% | 28.5% | 42.5% | 24.7% | 16.2% | 10.5% | 9.1% | 10.5% | 9.7% | |
| Annual Payout | $165M | $174M | $182M | $186M | $107M | $67M | $186M | $186M | $138M | $89M | $78M | $65M |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.21B | $5.82B | $5.99B | $5.68B | $6.03B | $5.56B | $5.71B | $5.58B | $6.01B | $5.99B | $5.84B | $5.78B | $5.85B | $5.37B | |
| Cost of Revenue | $5.74B | $5.37B | $5.65B | $5.32B | $5.59B | $5.20B | $5.33B | $5.18B | $5.56B | $5.60B | $5.44B | $5.36B | $5.42B | $5.00B | |
| Gross Profit | $470M | $450M | $342M | $364M | $439M | $359M | $387M | $405M | $449M | $398M | · | · | · | · | |
| SG&A Expense | $198M | $190M | $182M | $166M | $186M | $172M | $167M | $174M | $175M | $186M | $173M | $182M | $177M | $172M | |
| Operating Income | $268M | $255M | $155M | $192M | $248M | $182M | $210M | $220M | $261M | $196M | $218M | $220M | $237M | $184M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $26M | · | $26M | $24M | · | |
| Pretax Income | $241M | $217M | $113M | $159M | $218M | $135M | $159M | $191M | $226M | $157M | $177M | $189M | $199M | $173M | |
| Income Tax | $48M | $38M | $18M | $45M | $42M | $45M | $57M | $47M | $46M | $40M | $47M | $47M | $46M | $48M | |
| Net Income | $193M | $172M | $83M | $108M | $165M | $81M | $88M | $136M | $173M | $110M | $127M | $133M | $144M | $118M | |
| EPS (Basic) | $3.83 | $3.38 | $1.62 | $2.03 | $3.07 | $1.50 | $1.65 | $2.42 | $3.04 | $1.91 | $2.19 | $2.26 | $2.42 | $1.97 | |
| EPS (Diluted) | $3.79 | $3.34 | $1.58 | $2.02 | $3.06 | $1.49 | $1.64 | $2.41 | $3.02 | $1.90 | $2.18 | $2.25 | $2.41 | $1.97 | |
| Shares (Basic) | 50,302,285 | 51,043,440 | · | 53,222,383 | 53,764,586 | 53,916,073 | · | 56,038,579 | 56,926,745 | 57,251,970 | · | 58,766,586 | 59,316,555 | · | |
| Shares (Diluted) | 50,822,013 | 51,547,544 | · | 53,653,263 | 54,056,107 | 54,227,394 | · | 56,373,835 | 57,234,459 | 57,569,739 | · | 59,075,638 | 59,558,966 | · | |
| EBITDA | $268M | $405M | · | $192M | $248M | $329M | · | $373M | $415M | $352M | · | $372M | $384M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.00B | $882M | $1.03B | $1.01B | $888M | $780M | $1.05B | $764M | $950M | $930M | $1.20B | $980M | $898M | $1.11B | |
| Receivables | $4.21B | $4.17B | $3.90B | $4.22B | $4.53B | $4.22B | $3.59B | $4.29B | $4.16B | $4.15B | · | $4.04B | $4.14B | · | |
| Inventory | $1.72B | $1.75B | $1.69B | $1.76B | $1.68B | $1.68B | $1.60B | $1.77B | $1.70B | $1.74B | · | $1.79B | $1.68B | · | |
| Other Current Assets | $1.45B | $1.45B | $1.03B | $1.04B | $1.11B | $1.03B | $941M | $987M | $969M | $1.09B | · | $928M | $861M | · | |
| Current Assets | $8.39B | $8.25B | $7.66B | $8.03B | $8.22B | $7.72B | $7.18B | $7.81B | $7.78B | $7.91B | · | $7.74B | $7.58B | · | |
| PP&E (Net) | $2.86B | $2.85B | $2.91B | $2.90B | $2.92B | $2.85B | $2.83B | $2.91B | $2.86B | $2.91B | · | $2.89B | $2.84B | · | |
| PP&E (Gross) | $7.60B | $7.44B | $7.45B | $7.36B | $7.30B | $7.02B | $6.82B | $6.99B | $6.79B | $6.76B | · | $6.53B | $6.33B | · | |
| Accum. Depreciation | $4.74B | $4.60B | $4.53B | $4.46B | $4.38B | $4.18B | $3.98B | $4.08B | $3.93B | $3.85B | · | $3.64B | $3.49B | · | |
| Goodwill | $1.78B | $1.78B | $1.78B | $1.76B | $1.76B | $1.72B | $1.70B | $1.75B | $1.72B | $1.72B | $1.74B | $1.71B | $1.67B | $1.66B | |
| Intangibles | · | · | $110M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Other Non-current Assets | $2.62B | $2.58B | $2.49B | $2.47B | $2.43B | $2.34B | $2.31B | $2.34B | $2.32B | $2.33B | · | $2.28B | $2.32B | · | |
| Total Assets | $15.65B | $15.45B | $14.84B | $15.16B | $15.32B | $14.62B | $14.03B | $14.82B | $14.68B | $14.87B | · | $14.61B | $14.40B | · | |
| Accounts Payable | $3.93B | $3.78B | $3.42B | $3.62B | $3.75B | $3.63B | $3.25B | $3.49B | $3.55B | $3.69B | · | $3.56B | $3.58B | · | |
| Accrued Liabilities | $2.42B | $2.40B | $2.22B | $2.30B | $2.34B | $2.19B | $2.17B | $2.37B | $2.24B | $2.23B | · | $2.12B | $2.00B | · | |
| Short-term Debt | $29M | $28M | $28M | $27M | $27M | $27M | $27M | $28M | $27M | $27M | · | $27M | $17M | · | |
| Current Liabilities | $6.38B | $6.22B | $5.67B | $5.95B | $6.12B | $5.85B | $5.45B | $5.89B | $5.82B | $5.94B | · | $5.70B | $5.60B | · | |
| Capital Leases | $597M | $611M | $595M | $590M | $593M | $587M | $582M | $612M | $607M | $619M | · | $621M | $609M | · | |
| Other Non-current Liabilities | $1.23B | $1.25B | $1.26B | $1.21B | $1.23B | $1.22B | $1.25B | $1.26B | $1.21B | $1.20B | · | $1.19B | $1.19B | · | |
| Total Debt | · | · | · | $27M | $27M | $27M | · | $28M | $27M | $27M | · | $27M | · | · | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | · | |
| Paid-in Capital | $1.10B | $1.08B | $1.11B | $1.09B | $1.09B | $1.07B | $1.08B | $1.06B | $1.05B | $1.04B | · | $1.04B | $1.01B | · | |
| Retained Earnings | $6.47B | $6.32B | $6.19B | $6.15B | $6.08B | $5.96B | $5.93B | $5.88B | $5.79B | $5.66B | · | $5.52B | $5.31B | · | |
| Treasury Stock | $1.87B | $1.77B | $1.72B | $1.55B | $1.45B | $1.43B | $1.42B | $1.32B | $1.12B | $1.06B | · | $870M | $762M | · | |
| AOCI | $-522M | $-550M | $-544M | $-591M | $-640M | $-950M | $-1.13B | $-862M | $-929M | $-755M | $-689M | $-828M | $-705M | · | |
| Stockholders' Equity | $5.18B | $5.09B | $5.04B | $5.11B | $5.08B | $4.66B | $4.45B | $4.77B | $4.80B | $4.89B | · | $4.86B | $4.86B | · | |
| Liabilities + Equity | $15.65B | $15.45B | $14.84B | $15.16B | $15.32B | $14.62B | $14.03B | $14.82B | $14.68B | $14.87B | · | $14.61B | $14.40B | · |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $150M | $156M | $152M | $148M | $148M | $159M | $152M | $154M | $155M | $154M | $152M | $147M | $142M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $11M | $11M | $13M | $15M | $15M | $16M | $16M | $15M | |
| Other Non-cash | · | $-433M | · | · | · | $-749M | · | · | · | $-596M | · | · | $-638M | · | |
| Operating Cash Flow | · | $98M | $476M | $444M | $296M | $-128M | $681M | $183M | $291M | $-35M | $570M | $404M | $-36M | $537M | |
| CapEx | · | $125M | $195M | $137M | $125M | $104M | $192M | $132M | $121M | $114M | $193M | $153M | $112M | $195M | |
| Investing Cash Flow | · | $-119M | $-191M | $-136M | $-123M | $-67M | $-175M | $-138M | $-119M | $-111M | $-158M | $-153M | $-110M | $-214M | |
| Stock Repurchased | · | $75M | $175M | $103M | $22M | $25M | $106M | $204M | $62M | $45M | $158M | $85M | $25M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $-25M | · | · | · | $-45M | · | · | $-25M | · | |
| Dividends Paid | · | $42M | $39M | $41M | $41M | $43M | $42M | $43M | $44M | $46M | $45M | $45M | $47M | $46M | |
| Financing Cash Flow | · | $-138M | $-270M | $-189M | $-75M | $-84M | $-188M | $-255M | $-147M | $-104M | $-212M | $-160M | $-82M | $-74M | |
| Net Change in Cash | · | $-151M | $21M | $121M | $111M | $-273M | $288M | $-186M | $21M | $-266M | $215M | $78M | $-217M | $273M | |
| Taxes Paid | · | $56M | $64M | $61M | $94M | $58M | $62M | $52M | $103M | $50M | $52M | $56M | $46M | $38M | |
| Free Cash Flow | · | $-26M | · | · | · | $-232M | · | · | · | $-148M | · | · | $-147M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-168M | · | · | $-166M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 7.6% | 7.7% | · | 6.4% | 7.3% | 6.5% | · | · | · | · | · | · | · | · | |
| Operating Margin | 4.3% | 4.4% | · | 3.4% | 4.1% | 3.3% | · | 4.0% | 4.3% | 3.3% | · | 3.8% | 4.1% | · | |
| Net Margin | 3.1% | 3.0% | · | 1.9% | 2.7% | 1.5% | · | 2.4% | 2.9% | 1.8% | · | 2.3% | 2.5% | · | |
| Pretax Margin | 3.9% | 3.7% | · | 2.8% | 3.6% | 2.4% | · | 3.4% | 3.8% | 2.6% | · | 3.3% | 3.4% | · | |
| EBITDA Margin | 4.3% | 7.0% | · | 3.4% | 4.1% | 5.9% | · | 6.7% | 6.9% | 5.9% | · | 6.4% | 6.6% | · | |
| ROA | · | · | · | 0.72% | 1.1% | 0.55% | · | 0.92% | 1.2% | 0.75% | · | 0.95% | · | · | |
| ROE | · | · | · | 2.2% | 3.3% | 1.7% | · | 2.8% | 3.5% | 2.2% | · | 2.9% | · | · | |
| ROIC | · | · | · | 2.7% | 3.9% | 2.6% | · | 3.5% | 4.3% | 3.0% | · | 3.4% | · | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.3 | · | 1.4 | · | · | |
| Quick Ratio | · | · | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 7.5 | · | 8.6 | 9.8 | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | · | · | |
| Inventory Turnover | · | · | · | 3.0 | 3.3 | 3.0 | · | 2.9 | 3.3 | 3.3 | · | 3.2 | · | · | |
| Receivables Turnover | · | · | · | 1.3 | 1.4 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | · | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $122.18 | $112.96 | · | $105.86 | $111.56 | $102.54 | · | $99.06 | $105.05 | $104.13 | · | $97.86 | $98.15 | · | |
| Cash Flow / Share | · | $1.90 | · | · | · | $-2.35 | · | · | · | $-0.60 | · | · | $-0.60 | · | |
| Dividend / Share | $0.77 | $0.77 | $-1.54 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | |
| EPS (TTM) | $10.73 | $10.00 | · | $8.21 | $8.60 | $8.56 | · | $9.51 | $9.35 | $9.17 | · | $9.47 | $7.06 | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $23.70B | $23.52B | · | $22.99B | $22.89B | $22.87B | · | $23.43B | $23.63B | $23.62B | · | $23.00B | $21.53B | · | |
| Net Income TTM | $556M | $528M | · | $442M | $470M | $478M | · | $546M | $543M | $538M | · | $563M | $422M | · | |
| P/E | 12.2 | 11.9 | · | 12.4 | 11.0 | 10.3 | · | 11.9 | 12.2 | 15.8 | · | 14.2 | 19.8 | · | |
| Earnings Yield | 8.2% | 8.4% | · | 8.1% | 9.1% | 9.7% | · | 8.4% | 8.2% | 6.3% | · | 7.1% | 5.1% | · | |
| Payout Ratio | · | 24.7% | · | · | · | 53.7% | · | · | · | 41.5% | · | · | 32.6% | · | |
| Annual Payout | $164M | $164M | · | $167M | $169M | $172M | · | $176M | $179M | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 |
|---|---|---|---|---|---|
| Revenue | $23.26B | · | · | $23.31B | · |
| Gross Margin % | 6.5% | · | · | 7.0% | · |
| Operating Margin % | 3.3% | · | · | 3.8% | · |
| Net Income | $437M | · | · | $507M | · |
| Diluted EPS | $8.15 | · | · | $8.97 | · |
| Metric | 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | · | · | 0.0 | · |
| Current Ratio | 1.4 | · | · | 1.3 | · |
| Quick Ratio | 0.9 | · | · | 0.9 | · |
| Metric | 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 |
|---|---|---|---|---|---|
| Free Cash Flow | $527M | · | · | $561M | · |
Institutional owners (13F) 539 filers · $7.9B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 79 (-19 vs prior Q) | 35 (+3 vs prior Q) | 187 (+7 vs prior Q) | 166 (+43 vs prior Q) | +849K |
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 |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $889,945,647 | 6,638,413 | 11.30% | Shares |
| VANGUARD GROUP INC | $731,611,328 | 6,384,043 | 9.29% | Shares |
| BlackRock, Inc. | $704,493,816 | 5,255,064 | 8.94% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $459,467,055 | 3,427,324 | 5.83% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $435,916,994 | 1,435,811 | 5.53% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $404,883,810 | 3,020,166 | 5.14% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $303,250,691 | 2,262,052 | 3.85% | Shares |
| AMERICAN CENTURY COMPANIES INC | $280,493,469 | 2,092,298 | 3.56% | Shares |
| STATE STREET CORP | $226,163,644 | 1,687,033 | 2.87% | Shares |
| GREENHAVEN ASSOCIATES INC | $195,182,378 | 1,455,933 | 2.48% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $165,666,137 | 1,238,255 | 2.10% | Shares |
| FMR LLC | $160,191,795 | 1,194,926 | 2.03% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $159,195,562 | 1,187,495 | 2.02% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $137,716,388 | 1,026,961 | 1.75% | Shares |
| MORGAN STANLEY | $96,470,952 | 719,609 | 1.22% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91,858,984 | 685,208 | 1.17% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $87,613,170 | 653,537 | 1.11% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $80,084,738 | 597,380 | 1.02% | Shares |
| Oldfield Partners LLP | $78,083,523 | 644,892 | 0.99% | Shares |
| Caisse de depot et placement du Quebec | $76,389,131 | 569,813 | 0.97% | Shares |
| NORGES BANK | $74,061,715 | 552,452 | 0.94% | Shares |
| Bank of New York Mellon Corp | $65,397,410 | 487,822 | 0.83% | Shares |
| UBS Group AG | $64,634,348 | 482,130 | 0.82% | Shares |
| Russell Investments Group, Ltd. | $62,511,051 | 466,328 | 0.79% | Shares |
| NORTHERN TRUST CORP | $62,343,397 | 465,041 | 0.79% | Shares |
| Balyasny Asset Management L.P. | $61,865,607 | 461,477 | 0.79% | Shares |
| NEUBERGER BERMAN GROUP LLC | $58,247,010 | 434,547 | 0.74% | Shares |
| FIRST TRUST ADVISORS LP | $53,314,723 | 397,693 | 0.68% | Shares |
| Life Cycle Investment Partners Ltd | $45,133,310 | 336,665 | 0.57% | Shares |
| Invesco Ltd. | $43,482,093 | 324,348 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $42,419,667 | 316,423 | 0.54% | Shares |
| AMERIPRISE FINANCIAL INC | $36,442,461 | 271,837 | 0.46% | Shares |
| Paradice Investment Management LLC | $35,783,563 | 266,922 | 0.45% | Shares |
| JANE STREET GROUP, LLC | $34,517,903 | 257,481 | 0.44% | Shares |
| Boston Partners | $33,730,322 | 251,187 | 0.43% | Shares |
| Driehaus Capital Management LLC | $33,373,701 | 248,946 | 0.42% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $33,053,700 | 246,559 | 0.42% | Shares |
| Gotham Asset Management, LLC | $32,632,885 | 243,420 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $30,143,563 | 224,851 | 0.38% | Shares |
| ALGERT GLOBAL LLC | $29,986,273 | 223,678 | 0.38% | Shares |
| Holocene Advisors, LP | $29,882,108 | 222,901 | 0.38% | Shares |
| Qube Research & Technologies Ltd | $28,783,218 | 214,704 | 0.37% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28,129,944 | 209,831 | 0.36% | Shares |
| Nuveen, LLC | $27,492,891 | 205,079 | 0.35% | Shares |
| Alberta Investment Management Corp | $25,471,400 | 190,000 | 0.32% | Shares |
| ROYAL LONDON ASSET MANAGEMENT LTD | $25,329,430 | 188,941 | 0.32% | Shares |
| JPMORGAN CHASE & CO | $24,188,831 | 178,472 | 0.31% | Shares |
| SEI INVESTMENTS CO | $23,906,422 | 178,330 | 0.30% | Shares |
| GOLDMAN SACHS GROUP INC | $22,589,351 | 168,502 | 0.29% | Shares |
| Quantinno Capital Management LP | $22,167,162 | 165,352 | 0.28% | Shares |
Activists & 5%+ owners 12 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 |
|---|---|---|---|---|---|
| OR ×8 filings | June 19, 2014 | · | Initial filing | · | SEC |
| Marcato Capital Management LLC, Richard T. McGuire III, Marcato, L.P., Marcato II, L.P., Marcato International Master Fund, Ltd., Oskie Capital Management, LLC, David M. Markowitz, Clive Rowe, Oskie Master Fund, LP | Feb. 8, 2013 | · | Initial filing | Passive investment | SEC |
| High River Limited Partnership S.S. OR, Hopper Investments LLC S.S. OR, Koala Holding Limited Partnership S.S. OR, Koala Holding GP Corp. S.S. OR, Barberry Corp. S.S. OR, Icahn Partners Master Fund LP S.S. OR, Icahn Offshore LP S.S. OR, Icahn Partners LP S.S. OR, Icahn Onshore LP S.S. OR, Icahn Capital LP, IPH GP LLC, AREP Car Holdings Corp. S.S. OR, Icahn Enterprises Holdings LP S.S. OR, Icahn Enterprises G.P. Inc. S.S. OR, Beckton Corp. S.S. OR, Carl C. Icahn S.S. OR ×2 filings | Nov. 3, 2008 | · | Initial filing | · | SEC |
| Aug. 1, 2008 | · | Initial filing | · | SEC | |
| Aug. 31, 2007 | · | Initial filing | · | SEC | |
| High River Limited Partnership, Hopper Investments LLC, Koala Holding Limited Partnership, Koala Holding GP Corp., Barberry Corp., Icahn Partners Master Fund LP, Icahn Offshore LP, CCI Offshore Corp., Icahn Partners LP, Icahn Onshore LP, CCI Onshore Corp., AREP Car Holdings Corp., American Real Estate Holdings Limited Partnership, American Property Investors, Inc., Beckton Corp., Carl C. Icahn | July 18, 2007 | · | Initial filing | · | SEC |
| July 9, 2007 | · | Initial filing | · | SEC | |
| Undisclosed reporting person | Feb. 13, 2007 | · | Initial filing | M&A / sale | SEC |
| Feb. 9, 2007 | · | Initial filing | · | SEC | |
| Feb. 5, 2007 | · | Initial filing | · | SEC | |
| Nov. 9, 2006 | · | Initial filing | · | SEC | |
| Undisclosed reporting person | March 29, 2006 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 57 insiders · 30 officers · 29 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Raymond E Scott | President and CEO | June 24, 2026 S | 49,789 | 0 | 4 | $-6,768,356 |
| Matthew Simoncini | President & CEO | Feb. 22, 2018 G | 0 | 0 | 0 | $0 |
| Robert E Rossiter | CEO and President | Aug. 9, 2011 M | 18,186 | 0 | 0 | $0 |
| Jason M Cardew | SVP and CFO | June 2, 2026 S | 13,241 | 0 | 8 | $-3,308,536 |
| Jeffrey H. Vanneste | Sr. VP and CFO | Feb. 6, 2019 A | 21,407 | 0 | 0 | $0 |
| David C Wajsgras | Executive VP & CFO | Jan. 3, 2006 A | 3,839 | 0 | 0 | $0 |
| Jay K. Kunkel | President, Asia Pacific Ops | Feb. 20, 2018 S | 8,368 | 0 | 0 | $0 |
| Douglas G Delgrosso | Pres & Chief Operating Officer | March 15, 2007 A | 15,100 | 0 | 0 | $0 |
| Donald J Stebbins | Pres & COO-Europe, Africa & As | May 18, 2005 M | 14,294 | 0 | 0 | $0 |
| Nicholas Jon Roelli | SVP and President, E-Systems | Sept. 23, 2026 A | 2,339 | 0 | 1 | $-330,264 |
| Frank C Orsini | EVP and President, Seating | June 2, 2026 S | 11,795 | 0 | 3 | $-2,846,336 |
| Marianne Vidershain | VP, Treas & Head of Inv Relat | Feb. 24, 2026 S | 1,862 | 0 | 1 | $-214,650 |
| Alicia J. Davis | SVP and Chief Strategy Officer | Feb. 19, 2026 S | 9,972 | 0 | 1 | $-881,657 |
| Harry Albert Kemp | SVP & Chief Admin Officer | Feb. 19, 2026 S | 17,423 | 0 | 1 | $-954,170 |
| Amy Doyle | VP & Chief Accounting Officer | Jan. 4, 2026 M | 2,539 | 0 | 0 | $0 |
| Carl A. Esposito | SVP & President, E-Systems | Feb. 7, 2024 F | 25,206 | 0 | 0 | $0 |
| Thomas A Didonato | Sr VP, Chief Admin Officer | Jan. 2, 2023 M | 1,540 | 0 | 0 | $0 |
| Shari L Burgess | VP & Treasurer | Feb. 9, 2021 F | 4,698 | 0 | 0 | $0 |
| Terrence B Larkin | EVP, Business Dev & Gen Cnsl | Feb. 13, 2019 S | 2,752 | 0 | 0 | $0 |
| Jeneanne Michelle Hanley | SVP & President, E-Systems | Jan. 4, 2019 M | 3,378 | 0 | 0 | $0 |
| Mel Stephens | SVP Comm, Facilities & Inv Rel | Feb. 21, 2018 S | 40,000 | 0 | 0 | $0 |
| James L Murawski | VP, Corporate Controller & CAO | Feb. 17, 2017 S | 948 | 0 | 0 | $0 |
| Wendy L Foss | VP & Corporate Controller | May 7, 2015 S | 5,436 | 0 | 0 | $0 |
| Louis R Salvatore | Sr. VP & Pres, Seating Systems | Feb. 16, 2011 A | 0 | 0 | 0 | $0 |
| James M Brackenbury | Pres Glbl JIT Ops New ProdEng | March 14, 2009 M | 18,329 | 0 | 0 | $0 |
| Daniel A Ninivaggi | Executive Vice President | March 14, 2009 M | 25,052 | 0 | 0 | $0 |
| James H Vandenberghe | Vice Chairman | May 7, 2008 A | 58,769 | 0 | 0 | $0 |
| Roger A Jackson | Sr. VP-Human Resources | March 14, 2008 M | 12,622 | 0 | 0 | $0 |
| Joseph P Zimmer | Sr VP & Pres-Interior Systems | Nov. 13, 2006 M | 22,373 | 0 | 0 | $0 |
| William C Dircks | VP & Corporate Controller | Nov. 11, 2004 A | 1,337 | 0 | 0 | $0 |
| Kathleen Ligocki | Director | Oct. 1, 2026 M | 3,996 | 0 | 0 | $0 |
| Rod Lache | Director | May 14, 2026 A | 3,383 | 0 | 0 | $0 |
| Julian G. Blissett | Director | May 14, 2026 A | 1,670 | 0 | 0 | $0 |
| Patricia L Lewis | Director | May 14, 2026 A | 7,386 | 0 | 0 | $0 |
| Mary Lou Jepsen | Director | May 14, 2026 A | 12,971 | 0 | 0 | $0 |
| Bradley M Halverson | Director | May 14, 2026 A | 8,171 | 0 | 0 | $0 |
| Greg C Smith | Director | May 14, 2026 A | 5,389 | 0 | 0 | $0 |
| Jonathan F Foster | Director | May 14, 2026 A | 15,641 | 0 | 0 | $0 |
| KRONE ROGER A | Director | May 14, 2026 A | 4,039 | 0 | 0 | $0 |
| Mei Wei Cheng | Director | Feb. 20, 2025 M | 2,118 | 0 | 0 | $0 |
| Thomas P Capo | Director | May 21, 2020 A | 140 | 0 | 0 | $0 |
| Henry D G Wallace | Director | May 16, 2019 A | 0 | 0 | 0 | $0 |
| Richard Harold Bott | Director | Nov. 16, 2018 S | 0 | 0 | 0 | $0 |
| Donald L Runkle | Director | Feb. 16, 2018 S | 2,944 | 0 | 0 | $0 |
| Curtis J Clawson | Director | May 12, 2011 A | 6,252 | 0 | 0 | $0 |
| Philip F Murtaugh | Director | Feb. 12, 2010 A | 1,860 | 0 | 0 | $0 |
| James A Stern | Director | Nov. 9, 2009 J | 0 | 0 | 0 | $0 |
| David P Spalding | Director | Nov. 9, 2009 J | 0 | 0 | 0 | $0 |
| David E Fry | Director | Nov. 9, 2009 J | 0 | 0 | 0 | $0 |
| MCCURDY LARRY W | Director | Sept. 22, 2009 S | 0 | 0 | 0 | $0 |
| Roy E Parrott | Director | Aug. 25, 2009 S | 0 | 0 | 0 | $0 |
| Richard F Wallman | Director | Aug. 18, 2009 S | 0 | 0 | 0 | $0 |
| Vincent J Intrieri | Director | Nov. 3, 2008 M | 0 | 0 | 0 | $0 |
| Anne K Bingaman | Director | March 15, 2006 P | 1,500 | 0 | 0 | $0 |
| Kenneth L Way | Director | May 13, 2004 M | 0 | 0 | 0 | $0 |
| PZENA INVESTMENT MANAGEMENT LLC | 10% owner | Feb. 14, 2007 J | 6,775,279 | 0 | 0 | $0 |
| Conrad L Mallett JR | · | Aug. 6, 2026 S | 37 | 0 | 3 | $-231,706 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 89 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 |
|---|---|---|---|---|
| IDRV · iShares Trust | 2.42% | 28,031 SH | Sept. 11, 2026 | Daily |
| CVSM · Elevation Series Trust | 2.24% | 16,211 NS | July 31, 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 2.06% | 55,790 SH | Oct. 1, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.67% | 70,335 SH | Oct. 1, 2026 | Daily |
| FXD · First Trust Exchange-Traded AlphaDE… | 1.46% | 30,015 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.92% | 97,713 SH | Oct. 1, 2026 | Daily |
| SYLD · Cambria ETF Trust | 0.91% | 69,161 NS | July 31, 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0.90% | 2,348 NS | July 31, 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0.83% | 6,907 NS | July 31, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.76% | 3,107 NS | July 31, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.68% | 6,667 SH | Oct. 1, 2026 | Daily |
| VLLU · Harbor ETF Trust | 0.65% | 232 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.64% | 179,336 NS | July 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.55% | 9,668 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.43% | 272,435 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.39% | 43,018 SH | Aug. 19, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.37% | 38,416 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.33% | 366,118 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.31% | 19,513 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.29% | 1,927 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.23% | 15,937 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.21% | 10,970 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.19% | 27,193 SH | Oct. 1, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.19% | 6,569 SH | Oct. 1, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.18% | 5,508 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.18% | 80,831 SH | Aug. 19, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.17% | 2,138 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.16% | 31,429 NS | July 31, 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.16% | 20,886 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 5,737 NS | July 31, 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0.16% | 82,750 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 33,332 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.14% | 167,496 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 21,909 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.14% | 736 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.14% | 729,454 SH | Aug. 19, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 8,865 NS | July 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 165,000 | Oct. 1, 2026 | Daily |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.12% | 5,733,000 | Oct. 1, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.12% | 3,149 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 21,917 NS | July 31, 2026 | N-PORT |
| IYC · iShares Trust | 0.11% | 10,117 SH | Sept. 11, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.09% | 13,727 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.09% | 27,054 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 575,111 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.08% | 1,149,068 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.08% | 782 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.06% | 10,852 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.06% | 74,980 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 3,278 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.06% | 27,738 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,896 SH | Oct. 1, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.06% | 4,685 SH | Oct. 1, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.05% | 39,999 SH | Oct. 1, 2026 | Daily |
| IWR · iShares Trust | 0.05% | 206,946 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 1,883 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.04% | 6,730 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.04% | 41,890 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 125,746 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.03% | 200,859 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.03% | 4,501 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 6,576 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.02% | 43,355 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 30,481 SH | Aug. 19, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 112,033 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 11,875 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,590,358 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 40,607 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 8,254 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,253 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 11,412 SH | Aug. 19, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 2,268 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 15,223 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 14,805 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 34,586 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 62,873 SH | Sept. 11, 2026 | Daily |
| BLV · 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 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IJH · iShares Trust | · | 1,757,906 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 255,435 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 6,848 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 2,259 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 11,203 SH | Sept. 11, 2026 | Daily |
LEA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
14 analysts · 2026-09-30Mean target $150.86 +24.8%
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 |
|---|---|---|---|---|---|---|
| LEA | · | 14.1 | -0.20% | 1.9% | 9.2% | 6.5% |
| BWA | $9.33B | 35.2 | 1.6% | 1.9% | 5.1% | 18.7% |
| GNTX | $5.01B | 13.4 | 9.6% | 15.2% | 15.5% | 34.2% |
| DORM | $3.74B | 18.6 | 6.0% | 9.6% | 14.2% | 42.1% |
| DAN | $2.67B | 37.1 | -3.0% | 1.1% | 7.8% | · |
| QS | · | -13.7 | · | · | -39.7% | · |
| VC | $2.55B | 13.1 | -2.5% | 5.3% | 13.0% | 14.1% |
| PHIN | $2.38B | 19.3 | 2.4% | 3.7% | 8.1% | 21.9% |
| PATK | $3.60B | 27.8 | 6.3% | 3.4% | 11.6% | 23.1% |
| LCII | $2.94B | 16.0 | 10.2% | 4.6% | 13.7% | 23.8% |
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