PNR Pentair plc. Ordinary Share
NYSE · Machinery · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 28, 2026PNR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| May 1, 2018 | 1489-for-1000 | Forward |
| June 9, 2004 | 2-for-1 | Forward |
| Feb. 20, 1996 | 2-for-1 | Forward |
| June 14, 1993 | 3-for-2 | Forward |
About Pentair plc. Ordinary Share Company overview from Wikipedia
Pentair plc (PNR) is an American water treatment company incorporated in Ireland with tax residency in UK, with its main U.S. office in Golden Valley, Minnesota. Pentair was founded in the US, with 65% of company's revenue coming from the US and Canada as of 2017. PNR was reorganized in 2014, shifting the corporate domicile from Switzerland to Ireland.
On April 30, 2018, PNR announced that it had completed the separation of its Water and Electrical businesses. Now the company's primary focus is on residential, commercial, industrial, municipal and infrastructure and agriculture applications. Its fiscal year 2021 revenues were US$3.8 billion and it employs approximately 11,250 people worldwide.
History
1960s
Pentair was founded in August 1966 as Pentair Industries, Inc., with the name derived from the Greek root word "penta-" (alluding to the company's five founders) and "air" (alluding to the company's original product), and went public several months later. The 5 founders were all formerly employed by Litton Industries. Originally, they intended to manufacture high altitude research balloons, but they found sales to be less than expected. They acquired a local vacuum-forming business shortly thereafter and set about making canoes. This venture also met with less than expected sales. By 1968 the company was nearly bankrupt. Of the five original founders, one had died while three more had pulled out. The only remaining founder, Murray Harpole, brought in an outside investor, Ben Westby and they set about purchasing Peavey Paper Mills, Inc. The company was deeply in debt and badly managed, but the sale price was very inexpensive and Harpole believed that proper management would turn the company around in short order.
1970s
The company continued to diversify but none of its other ventures proved as successful as the paper industry. It continued to expand in that area and acquired Niagara Paper in 1972. Miami Paper was purchased in 1974 and Flambeau Paper Corporation followed in 1978. The Peavey plant would be sold in 1976 because Pentair had outgrown it. While Westby departed in 1976, D. Eugene Nugent was brought in to expand the management team.
1980s
In 1981, Pentair acquired Rockwell International's power hand tool factory from its Power Tool Division. Rockwell had purchased Porter-Cable in 1960 and merged it into the Power Tool Division but kept manufacturing in a separate facility. The Porter-Cable name had been retired in 1965 but Pentair had not licensed the Rockwell name, so the Porter-Cable name was revived. In 1984 Pentair purchased the remains of the Power Tool Division from Rockwell. This consisted chiefly of the Delta line of shop tools and marked Rockwell's exit from the tool business. In 1988, Pentair agreed to acquire FC Holdings Inc., the holding company for Federal Cartridge and Hoffman Engineering, for $175 million in cash and the assumption of debt. Pentair would not hold Federal Cartridge for a long time, but the purchase of Hoffman Engineering was the start of a prosperous era of enclosures manufacturing for Pentair.
1990s
Pentair expanded its water product business, acquiring the Fleck Controls control valve business in November 1995. In August 1997, Pentair acquired the General Signal Pump Group.
Pentair sold off its papermaking business to Consolidated Papers Inc. in 1997. While paper had been the backbone of Pentair's business it only amounted to about 10% of their revenue at the time of the sale.
In August 1999, Pentair bought the DeVilbiss Air Power Company for $460 million in cash. DeVilbiss makes air compressors, pressure washers and generators, which complemented to Pentair's professional Pneumatics tools that were powered by air compressors such as DeWalt and Porter-Cable.
In 1999 under chairman, president, and chief executive officer, Winslow H. Buxton, Pentair made a series of acquisitions. In April 1999, PNR purchased Essef, the global leader in the manufacture of composite water tanks, pumps, filters, and other water equipment used in pools and spas, for the cash-equivalent price of approximately $312 million.
Later that year, Pentair decided to consolidate its power tool business. The Porter-Cable and Delta Divisions had previously operated across four different cooperate, warehouse, and manufacturing facilities in three states. While the Delta manufacturing facility in Tupelo Mississippi would remain independent everything else would be consolidated into a new facility built next to the existing Porter-Cable plant in Jackson, Tennessee. The new facility came online in February 2000 and was an immediate disaster.
2000s
The decade started extremely poorly for Pentair. The botched opening of its new corporate office and distribution center in Jackson caused an immediate drop in revenue as the shipping facility encountered numerous issues. Orders shipped late, with incorrect products, or not at all. Complaints rose, sales fell, and returns poured in. By the end of the year, the entire management team in Jackson would be fired. It took almost three years to sort out the mess and return the Delta and Porter-Cable lines to profitability. This caused Pentair to further review its holdings and look at ways to cut costs. It expanded its production in Taiwan and started to negotiate with the union of its Delta manufacturing facility to reduce payroll. In 2003 it was announced that negotiations had failed, and the Tupelo plant would close the following year.
While operations were wound down in Tupelo, Pentair continued to expand its water products business.
In July 2004, Pentair bought WICOR Industries, the former water systems subsidiary of Wisconsin Energy, for $850 million. WICOR made water pumps, filters, and pool equipment components under the Sta-Rite, SHURflo, and Hypro brands. To help offset this purchase it sold its entire tool operation to Stanley Black & Decker that October. This marked Pentair's exit from the tool business.
In 2005, Pentair bought some of the assets of APW for $144 million, including McLean Thermal Management, Aspen Motion Technologies, and Electronic Solutions, all of which provide thermal management products and integration services to the telecom, medical, and security industries. This broadened Pentair's technical products line to include markets outside of the traditional electrical and electronics businesses.
In 2006, Pentair purchased Germany-based Jung Pumpen GmbH, which makes pumps and other products for wastewater processing. The deal was completed in early 2007 for $227 million.
Other acquisitions in 2005 and 2006 included Acu-Trol, Inc., Delta Environmental Products, selected assets of Krystal Klear, and a 70% stake in Beijing Jieming Tiandi Environmental Equipment (which was later renamed to Beijing Pentair Water Jieming), which produces fiberglass-reinforced pressure tanks and filters.
The company has announced an agreement to acquire water filtration and separation firm Porous Media for approximately $225 million. It has said that it plans to continue an active course of acquisitions, especially to grow its business outside the American market.
2010s
In 2012, Pentair Inc. (PNR) and Tyco International Ltd. (TYC)’s flow control business formally combined to create Pentair Ltd. The new company is described as a global manufacturer of “water and fluid solutions, valves and controls, equipment protection and thermal management products". Tyco shareholders now own approximately 52.5% and former Pentair Inc. shareholders own approximately 47.5% of Pentair Ltd. Following this merger the new company was based in Schaffhausen, Switzerland, with 30,000 employees and 100 manufacturing plants in 30 countries. Currently the headquarters are in Worsley, United Kingdom.
In August 2016, Pentair announced that it has entered into an agreement to sell the Valves & Controls business to Emerson, an American diversified global industrial company based in St. Louis, Missouri. The transaction was completed in April 2017.
2020s
In July 2022, Pentair announced that it had acquired Manitowoc Ice for $1.6 billion.
In April 2026, Pentair announced a leadership transition for its pool segment. Jerome Pedretti departed as Executive Vice President and Chief Executive Officer of Pentair Pool after more than 20 years with the company. Pentair also eliminated the standalone Chief Executive Officer, pool position and consolidated leadership of its Pool, Flow, and Water Solutions businesses under Executive Vice President De'Mon Wiggins.
Discontinued operations
Pentair has discontinued its Century/Lincoln and Lincoln Industrial service equipment operations. It also exited the tools business with the sale of its power tools group (which had previously accounted for 40% of sales) in October 2004 to Black & Decker for nearly $800 million.
Separation of nVent
In May 2018, Pentair created a sequel company to take control of its electrical division named nVent. The electrical division of Pentair did more than $2.1 billion in revenue in 2016. Pentair 2 went public on the NYSE on May 1, 2018.
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 | PNR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 13.35Y avg ≈22.0 | ≈22.0 | · | · | |
| PEG Ratio | ≈1.0 | · | · | · |
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 | PNR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 41.3%5Y avg ≈37.0% | ≈37.0% | · | · | |
| Operating Margin (TTM) | 20.3%5Y avg ≈17.9% | ≈17.9% | · | · | |
| EBITDA Margin | 20.5%5Y avg ≈17.9% | ≈17.9% | · | · | |
| Pretax Margin (TTM) | 18.4%5Y avg ≈16.2% | ≈16.2% | · | · | |
| Net Profit Margin (TTM) | 16.2%5Y avg ≈14.5% | ≈14.5% | · | · | |
| ROA (TTM) | 9.9%5Y avg ≈10.0% | ≈10.0% | · | · | |
| ROE (TTM) | 17.6%5Y avg ≈19.2% | ≈19.2% | · | · | |
| ROIC | 13.4%5Y avg ≈13.7% | ≈13.7% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PNR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.45Y avg ≈0.5 | ≈0.5 | · | · | |
| Current Ratio (MRQ) | 1.55Y avg ≈1.5 | ≈1.5 | · | · | |
| Long-Term Debt / Equity (MRQ) | 0.45Y avg ≈0.5 | ≈0.5 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PNR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 2.3%5Y avg ≈7.1% | ≈7.1% | · | · | |
| Revenue CAGR 3Y | 0.44%5Y avg ≈4.7% | ≈4.7% | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | |
| EPS YoY | 5.9%5Y avg ≈15.4% | ≈15.4% | · | · | |
| Net Income YoY | 4.5%5Y avg ≈15.1% | ≈15.1% | · | · | |
| EPS CAGR 3Y | 10.9%5Y avg ≈11.9% | ≈11.9% | · | · | |
| EPS CAGR 5Y | 13.1% | · | · | · | |
| Net Income CAGR 3Y | 10.8%5Y avg ≈11.7% | ≈11.7% | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PNR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.7 | ≈0.7 | · | · | |
| Inventory Turnover | 4.05Y avg ≈4.1 | ≈4.1 | · | · | |
| Revenue / Employee | ≈$464.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 24, 2026 | $0.27 | USD | ≈1.7% |
| Apr 17, 2026 | $0.27 | USD | ≈1.1% |
| Jan 23, 2026 | $0.27 | USD | ≈0.95% |
| Oct 24, 2025 | $0.25 | USD | ≈0.91% |
| Jul 18, 2025 | $0.25 | USD | ≈0.92% |
| Apr 17, 2025 | $0.25 | USD | ≈1.2% |
| Jan 24, 2025 | $0.25 | USD | ≈0.91% |
| Oct 18, 2024 | $0.23 | USD | ≈0.93% |
| Jul 19, 2024 | $0.23 | USD | ≈1.2% |
| Apr 18, 2024 | $0.23 | USD | ≈1.1% |
| Jan 18, 2024 | $0.23 | USD | ≈1.3% |
| Oct 19, 2023 | $0.22 | USD | ≈1.4% |
| Jul 20, 2023 | $0.22 | USD | ≈1.3% |
| Apr 20, 2023 | $0.22 | USD | ≈1.6% |
| Jan 19, 2023 | $0.22 | USD | ≈1.8% |
| Oct 20, 2022 | $0.21 | USD | ≈2.2% |
| Jul 21, 2022 | $0.21 | USD | ≈1.8% |
| Apr 21, 2022 | $0.21 | USD | ≈1.5% |
| Jan 20, 2022 | $0.21 | USD | ≈1.3% |
| Oct 21, 2021 | $0.20 | USD | ≈1.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 20, 2026 | $1.14 | $1.21 | -5.6% |
| March 31, 2026 | $1.22 | $1.18 | 3.3% | |
| Dec. 31, 2025 | $1.18 | $1.17 | 0.80% | |
| Sept. 30, 2025 | $1.24 | $1.19 | 3.9% | |
| June 30, 2025 | $1.39 | $1.35 | 2.9% | |
| March 31, 2025 | $1.11 | $1.02 | 8.6% |
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 | $4.18B | $4.08B | $4.10B | $4.12B | $3.76B | $3.02B | $2.96B | $2.97B | $4.94B | $4.89B | $4.62B | $4.67B | |
| Cost of Revenue | $2.49B | $2.48B | $2.59B | $2.76B | $2.45B | $1.96B | $1.91B | $1.92B | $1.86B | $1.82B | $3.02B | $3.05B | |
| Gross Profit | $1.69B | $1.60B | $1.52B | $1.36B | $1.32B | $1.06B | $1.05B | $1.05B | $988M | $959M | $1.60B | $1.62B | |
| R&D Expense | $96M | $94M | $100M | $92M | $86M | $76M | $79M | $77M | $73M | $73M | $99M | $96M | |
| SG&A Expense | $737M | $701M | $680M | $677M | $596M | $520M | $540M | $534M | $536M | $531M | $884M | $986M | |
| Operating Income | $858M | $804M | $739M | $595M | $637M | $461M | $432M | $437M | $378M | $354M | $616M | $538M | |
| Interest Expense | · | · | · | · | · | · | $30M | $33M | $87M | $140M | $107M | $71M | |
| Interest Income | · | · | · | · | · | · | · | · | $10M | $8M | $5M | $2M | |
| Other Non-op | $-5M | $4M | $-2M | $17M | $1M | $-5M | $3M | $100.0K | $-13M | · | · | · | |
| Pretax Income | $756M | $719M | $619M | $551M | $627M | $432M | $408M | $380M | $173M | $221M | $512M | $471M | |
| Income Tax | $107M | $93M | $-4M | $67M | $71M | $75M | $46M | $58M | $59M | $43M | $115M | $114M | |
| Net Income | $654M | $625M | $623M | $481M | $553M | $359M | $356M | $347M | $666M | $522M | $-76M | $215M | |
| EPS (Basic) | $3.99 | $3.78 | $3.77 | $2.92 | $3.34 | $2.15 | $2.10 | $1.98 | $3.67 | $2.88 | $-0.42 | $1.13 | |
| EPS (Diluted) | $3.96 | $3.74 | $3.75 | $2.90 | $3.30 | $2.14 | $2.09 | $1.96 | $3.63 | $2.85 | $-0.42 | $1.11 | |
| Shares (Basic) | 164,100,000 | 165,600,000 | 165,100,000 | 164,800,000 | 165,800,000 | 166,500,000 | 169,400,000 | 175,800,000 | 181,700,000 | 181,300,000 | 180,300,000 | 190,600,000 | |
| Shares (Diluted) | 165,500,000 | 167,100,000 | 166,300,000 | 165,600,000 | 167,500,000 | 167,400,000 | 170,400,000 | 177,300,000 | 183,700,000 | 183,100,000 | 182,600,000 | 193,700,000 | |
| EBITDA | $858M | $804M | $739M | $595M | $637M | $461M | $432M | $437M | $681M | $701M | $177M | $852M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $102M | $119M | $170M | $109M | $94M | $82M | $82M | $74M | $86M | $217M | $104M | $104M | |
| Inventory | $633M | $611M | $678M | $790M | $563M | $420M | $377M | $388M | $357M | $524M | $565M | $1.13B | |
| Prepaid Expense | · | · | · | · | · | · | $48M | $37M | $51M | $69M | $59M | $110M | |
| Other Current Assets | $134M | $141M | $159M | $128M | $112M | $106M | $99M | $89M | $114M | $253M | $220M | $367M | |
| Current Assets | $1.54B | $1.44B | $1.57B | $1.56B | $1.30B | $975M | $1.06B | $1.04B | $1.75B | $2.67B | $2.78B | $2.89B | |
| PP&E (Net) | $377M | $359M | $362M | $344M | $310M | $301M | $283M | $273M | $280M | $539M | $540M | $510M | |
| PP&E (Gross) | $1.12B | $1.07B | $1.05B | $1.00B | $966M | $949M | $881M | $842M | $851M | $1.40B | $1.45B | $1.90B | |
| Accum. Depreciation | $744M | $710M | $692M | $657M | $656M | $648M | $597M | $569M | $571M | $864M | $914M | $949M | |
| Goodwill | $3.54B | $3.29B | $3.27B | $3.25B | $2.50B | $2.39B | $2.26B | $2.07B | $2.11B | $1.99B | $4.26B | $3.23B | |
| Intangibles | $1.07B | $1.03B | $1.04B | $1.09B | $428M | $326M | $339M | $276M | $322M | $1.63B | $1.75B | $1.61B | |
| Other Non-current Assets | $4.95B | $4.65B | $4.63B | $4.54B | $3.14B | $2.92B | $2.79B | $146M | $181M | $182M | $161M | $436M | |
| Total Assets | $6.87B | $6.45B | $6.56B | $6.45B | $4.75B | $4.20B | $4.14B | $3.81B | $8.63B | $11.53B | $11.83B | $10.64B | |
| Accounts Payable | $302M | $273M | $279M | $355M | $386M | $245M | $325M | $379M | $322M | $437M | $404M | $583M | |
| Short-term Debt | · | · | · | · | · | $0 | $118M | $76M | $34M | · | $180M | $988M | |
| Current Liabilities | $959M | $895M | $950M | $1.06B | $1.05B | $772M | $749M | $819M | $1.20B | $1.47B | $1.49B | $1.64B | |
| Capital Leases | $99M | $93M | $79M | $52M | $63M | $65M | $61M | $0 | · | · | · | · | |
| Deferred Tax | $48M | $44M | $40M | $43M | $90M | $107M | $104M | $106M | $109M | $610M | $670M | $528M | |
| Other Non-current Liabilities | $295M | $244M | $295M | $245M | $203M | $269M | $207M | $168M | $214M | $162M | $192M | $498M | |
| Total Liabilities | $3.00B | $2.88B | $3.35B | $3.74B | $2.33B | $2.09B | $2.19B | $1.97B | $3.60B | $7.28B | $7.82B | $5.99B | |
| Long-term Debt | $1.64B | $1.64B | $1.99B | $2.32B | $894M | $840M | $1.03B | $788M | $1.44B | $4.30B | $4.69B | $3.00B | |
| Total Debt | $1.64B | $1.64B | $1.99B | $2.32B | $894M | $840M | $1.15B | $864M | $1.44B | $4.28B | $4.89B | $3.99B | |
| Paid-in Capital | $1.31B | $1.50B | $1.59B | $1.55B | $1.58B | $1.68B | $1.78B | $1.89B | $2.80B | $2.92B | $2.86B | $4.25B | |
| Retained Earnings | $2.82B | $2.34B | $1.87B | $1.39B | $1.05B | $631M | $401M | $169M | $2.48B | $2.07B | $1.79B | $2.04B | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $0 | $1.25B | |
| AOCI | $-268M | $-277M | $-244M | $-239M | $-214M | $-207M | $-226M | $-229M | $-243M | $-736M | $-645M | $-380M | |
| Stockholders' Equity | $3.87B | $3.56B | $3.22B | $2.71B | $2.42B | $2.11B | $1.95B | $1.84B | $5.04B | $4.25B | $4.01B | $4.66B | |
| Liabilities + Equity | $6.87B | $6.45B | $6.56B | $6.45B | $4.75B | $4.20B | $4.14B | $3.81B | $8.63B | $11.53B | $11.83B | $10.66B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $37M | $40M | $29M | $25M | $30M | $20M | $21M | $21M | $40M | $34M | $33M | $34M | |
| Deferred Tax | $-4M | $-11M | $-92M | $-45M | $-9M | $5M | $-18M | $-4M | $-18M | $1M | $-2M | $-23M | |
| Amort. of Intangibles | $58M | $54M | $55M | $52M | $26M | $28M | · | · | · | · | $121M | $114M | |
| Restructuring | $37M | $44M | $6M | $56M | $7M | $14M | $14M | $41M | $28M | $12M | $41M | $40M | |
| Operating Cash Flow | $815M | $767M | $619M | $363M | $613M | $574M | $353M | $439M | $620M | $861M | $739M | $1.01B | |
| CapEx | $69M | $74M | $76M | $85M | $60M | $62M | $58M | $48M | $39M | $43M | $91M | $84M | |
| Investing Cash Flow | $-404M | $-188M | $-85M | $-1.58B | $-391M | $-118M | $-332M | $-69M | $2.63B | $-122M | $-1.97B | $-128M | |
| Debt Issued | · | $0 | $0 | $1.39B | $0 | $0 | $600M | $0 | $0 | $0 | $1.71B | $2M | |
| Net Debt Issued | $-269M | $-362M | $-12M | $1.30B | $-104M | $-74M | $198M | $-675M | $-2.01B | $-700.0K | $1.36B | $-15M | |
| Stock Repurchased | $225M | $150M | $0 | $50M | $150M | $150M | $150M | $500M | $200M | $0 | $200M | $1.15B | |
| Net Stock Activity | $-225M | $-150M | $0 | $-50M | $-150M | $-150M | $-150M | $-500M | $-200M | $0 | $-200M | $-1.15B | |
| Dividends Paid | $164M | $152M | $145M | $139M | $133M | $127M | $123M | $187M | $252M | $244M | $232M | $211M | |
| Financing Cash Flow | $-402M | $-637M | $-468M | $1.23B | $-222M | $-436M | $-17M | $-408M | $-3.43B | $-600M | $1.29B | $-995M | |
| Net Change in Cash | $-17M | $-52M | $61M | $14M | $12M | $-400.0K | $8M | $-12M | $-131M | $113M | $16M | $-146M | |
| Taxes Paid | $87M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $746M | $692M | $543M | $278M | $553M | $511M | $294M | $391M | $549M | $744M | $605M | $879M | |
| Levered FCF | · | · | · | · | · | · | $268M | $363M | $454M | $624M | $700M | $823M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 40.5% | 39.2% | 37.0% | 33.1% | 35.0% | 35.0% | -3493.4% | -3213.8% | 37.0% | 36.7% | 33.9% | 35.0% | |
| Operating Margin | 20.5% | 19.7% | 18.0% | 14.4% | 16.9% | 15.3% | -1436.9% | -1339.6% | 13.8% | 14.3% | 2.8% | 12.1% | |
| Net Margin | 15.7% | 15.3% | 15.2% | 11.7% | 14.7% | 11.9% | -1181.7% | -1065.6% | 13.5% | 10.7% | -1.2% | 3.0% | |
| Pretax Margin | 18.1% | 17.6% | 15.1% | 13.4% | 16.7% | 14.3% | -1353.8% | -1165.0% | 9.9% | 11.5% | 1.1% | 11.1% | |
| EBITDA Margin | 20.5% | 19.7% | 18.0% | 14.4% | 16.9% | 15.3% | -1436.9% | -1339.6% | 13.8% | 14.3% | 2.8% | 12.1% | |
| ROA | 9.8% | 9.6% | 9.6% | 8.6% | 12.4% | 8.6% | 8.9% | 5.6% | 6.6% | 4.5% | -0.68% | 1.9% | |
| ROE | 17.3% | 17.7% | 19.9% | 18.0% | 23.2% | 17.3% | 18.6% | 18.7% | 13.3% | 12.1% | -1.8% | 4.0% | |
| ROIC | 13.4% | 13.5% | 14.3% | 10.4% | 17.0% | 12.9% | 12.4% | 13.7% | 10.3% | 6.6% | -1.8% | 7.6% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 1.7 | 1.5 | 1.2 | 1.3 | 1.4 | 1.3 | 1.5 | 1.8 | 1.9 | 1.8 | |
| Quick Ratio | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | |
| Debt / Equity | 0.4 | 0.5 | 0.6 | 0.9 | 0.4 | 0.4 | 0.6 | 0.5 | 0.3 | 1.0 | 1.2 | 0.9 | |
| LT Debt / Equity | 0.4 | 0.5 | 0.6 | 0.9 | 0.4 | 0.4 | 0.5 | 0.4 | 0.3 | 1.0 | 1.2 | 0.6 | |
| Interest Coverage | · | · | · | · | · | · | 14.4 | 13.4 | 7.0 | 4.7 | 1.6 | 11.8 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.8 | 0.7 | -0.0 | -0.0 | 0.5 | 0.4 | 0.6 | 0.6 | |
| Inventory Turnover | 4.0 | 3.9 | 3.5 | 4.1 | 5.0 | 4.9 | 5.0 | 5.2 | 5.6 | 5.7 | 3.7 | 3.9 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $25.23 | $24.43 | $24.68 | $24.89 | $22.48 | $18.03 | $-0.18 | $-0.18 | $26.87 | $26.71 | $35.32 | $36.34 | |
| Cash Flow / Share | $4.92 | $4.59 | $3.72 | $2.19 | $3.66 | $3.43 | $2.07 | $2.48 | $3.38 | $4.70 | $4.05 | $5.21 | |
| Dividend Paid / Share | $1.00 | $0.92 | $0.88 | $0.84 | $0.80 | $0.76 | $0.72 | $1.05 | $1.38 | $1.34 | $1.28 | $1.10 | |
| EPS (TTM) | $3.96 | $3.74 | $3.75 | $2.90 | $3.30 | $2.14 | $2.09 | $1.96 | $3.63 | $2.85 | $-0.42 | $1.11 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.3% | -0.53% | -0.42% | 9.5% | 24.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.44% | 2.7% | 10.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 5.9% | -0.27% | 29.3% | -12.1% | 54.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 10.9% | 4.3% | 20.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.5% | 0.43% | 29.5% | -13.0% | 54.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.8% | 4.2% | 20.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 5.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.18B | $4.08B | $4.10B | $4.12B | $3.76B | $3.02B | $2.96B | $2.97B | $4.94B | $4.89B | $4.62B | $4.67B | |
| Net Income TTM | $654M | $625M | $623M | $481M | $553M | $359M | $356M | $347M | $666M | $522M | $-76M | $215M | |
| P/E | 26.3 | 26.9 | 19.4 | 15.5 | 22.1 | 24.8 | 21.9 | 19.3 | 13.1 | 13.2 | -79.2 | 40.2 | |
| Earnings Yield | 3.8% | 3.7% | 5.2% | 6.5% | 4.5% | 4.0% | 4.6% | 5.2% | 7.6% | 7.6% | -1.3% | 2.5% | |
| Payout Ratio | 25.1% | 24.3% | 23.3% | 28.8% | 24.1% | 35.4% | 34.5% | 53.9% | 37.8% | 46.7% | -303.3% | 98.4% | |
| Annual Payout | $164M | $152M | $145M | $139M | $133M | $127M | $123M | $187M | $252M | $244M | $232M | $211M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $933M | $1.04B | $1.02B | $1.02B | $1.12B | $1.01B | $973M | $993M | $1.10B | $1.02B | $985M | $1.01B | $1.08B | $1.03B | $1.00B | $1.06B | |
| Cost of Revenue | $538M | $603M | $609M | $603M | $666M | $607M | $595M | $600M | $661M | $627M | $618M | $637M | $683M | $647M | $678M | $707M | |
| Gross Profit | $395M | $433M | $412M | $419M | $457M | $403M | $378M | $393M | $438M | $390M | $366M | $372M | $400M | $382M | $325M | $348M | |
| R&D Expense | $24M | $24M | $22M | $25M | $25M | $24M | $22M | $23M | $25M | $24M | $24M | $26M | $26M | $25M | $23M | $24M | |
| SG&A Expense | $205M | $199M | $184M | $162M | $214M | $177M | $161M | $190M | $165M | $185M | $176M | $166M | $165M | $173M | $190M | $177M | |
| Operating Income | $166M | $210M | $205M | $232M | $218M | $203M | $195M | $180M | $248M | $181M | $167M | $180M | $208M | $184M | $112M | $147M | |
| Other Non-op | $-200.0K | $-500.0K | $-3M | $-600.0K | $-1M | $-500.0K | $4M | $100.0K | $-800.0K | $-100.0K | $-6M | $300.0K | $5M | $-700.0K | $18M | $-300.0K | |
| Pretax Income | $147M | $189M | $184M | $217M | $172M | $183M | $184M | $160M | $221M | $153M | $134M | $153M | $182M | $150M | $101M | $128M | |
| Income Tax | $18M | $29M | $23M | $32M | $24M | $28M | $18M | $21M | $35M | $20M | $-74M | $21M | $27M | $22M | $5M | $12M | |
| Net Income | $129M | $172M | $166M | $184M | $148M | $155M | $166M | $140M | $186M | $133M | $208M | $132M | $153M | $130M | $95M | $115M | |
| EPS (Basic) | $0.80 | $1.06 | $1.02 | $1.13 | $0.90 | $0.94 | $1.02 | $0.84 | $1.12 | $0.80 | $1.25 | $0.80 | $0.93 | $0.79 | $0.58 | $0.70 | |
| EPS (Diluted) | $0.80 | $1.05 | $1.01 | $1.12 | $0.90 | $0.93 | $0.99 | $0.84 | $1.11 | $0.80 | $1.25 | $0.79 | $0.92 | $0.79 | $0.58 | $0.70 | |
| Shares (Basic) | 160,800,000 | 162,500,000 | · | 163,800,000 | 164,500,000 | 164,900,000 | · | 165,600,000 | 165,900,000 | 165,700,000 | · | 165,200,000 | 165,000,000 | 164,800,000 | · | 164,500,000 | |
| Shares (Diluted) | 161,600,000 | 163,700,000 | · | 165,100,000 | 165,700,000 | 166,300,000 | · | 167,000,000 | 167,300,000 | 167,200,000 | · | 166,600,000 | 166,100,000 | 165,800,000 | · | 165,200,000 | |
| EBITDA | $166M | $210M | · | $232M | $218M | $203M | · | $180M | $248M | $181M | · | $180M | $208M | $184M | · | $147M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $92M | $68M | · | $128M | $143M | $141M | · | $218M | $214M | $109M | · | $137M | $142M | $119M | · | $119M | |
| Inventory | $666M | $642M | $633M | $640M | $602M | $614M | $611M | $646M | $648M | $675M | · | $713M | $754M | $783M | · | $779M | |
| Other Current Assets | $156M | $140M | $134M | $155M | $148M | $141M | $141M | $128M | $134M | $157M | · | $143M | $147M | $147M | · | $135M | |
| Current Assets | $1.40B | $1.76B | $1.54B | $1.45B | $1.43B | $1.73B | $1.44B | $1.49B | $1.56B | $1.75B | · | $1.50B | $1.57B | $1.77B | · | $1.56B | |
| PP&E (Net) | $381M | $377M | $377M | $367M | $364M | $362M | $359M | $358M | $361M | $363M | · | $350M | $350M | $349M | · | $339M | |
| PP&E (Gross) | $1.15B | $1.13B | $1.12B | $1.12B | $1.11B | $1.09B | $1.07B | $1.09B | $1.07B | $1.06B | · | $1.03B | $1.02B | $1.02B | · | $996M | |
| Accum. Depreciation | $766M | $753M | $744M | $755M | $747M | $729M | $710M | $730M | $711M | $701M | · | $678M | $671M | $675M | · | $657M | |
| Goodwill | $3.52B | $3.52B | $3.54B | $3.53B | $3.36B | $3.31B | $3.29B | $3.28B | $3.25B | $3.26B | $3.27B | $3.24B | $3.27B | $3.26B | $3.25B | $3.20B | |
| Intangibles | $1.04B | $1.06B | $1.07B | $1.09B | $984M | $1.02B | $1.03B | $1.00B | $1.01B | $1.03B | · | $1.05B | $1.07B | $1.08B | · | $1.11B | |
| Other Non-current Assets | $4.93B | $4.93B | · | $4.95B | $4.68B | $4.66B | · | $4.62B | $4.62B | $4.63B | · | $4.56B | $4.59B | $4.56B | · | $4.61B | |
| Total Assets | $6.71B | $7.07B | $6.87B | $6.76B | $6.48B | $6.75B | $6.45B | $6.47B | $6.55B | $6.74B | $6.56B | $6.41B | $6.51B | $6.67B | $6.45B | $6.51B | |
| Accounts Payable | $317M | $332M | $302M | $309M | $314M | $297M | $273M | $286M | $295M | $309M | · | $286M | $330M | $331M | · | $372M | |
| Current Liabilities | $963M | $940M | $959M | $988M | $990M | $913M | $895M | $929M | $950M | $919M | · | $1.00B | $1.06B | $1.00B | · | $1.10B | |
| Capital Leases | $131M | $108M | $99M | $87M | $85M | $91M | $93M | $87M | $104M | $96M | · | $72M | $74M | $50M | · | $54M | |
| Deferred Tax | $44M | $46M | $48M | $41M | $48M | $46M | $44M | $40M | $39M | $39M | · | $41M | $42M | $44M | · | $46M | |
| Other Non-current Liabilities | $292M | $274M | $295M | $311M | $311M | $259M | $244M | $305M | $302M | $296M | · | $265M | $286M | $253M | · | $186M | |
| Total Liabilities | $2.96B | $3.26B | $3.00B | $2.98B | $2.81B | $3.11B | $2.88B | $2.97B | $3.12B | $3.41B | · | $3.37B | $3.57B | $3.86B | · | $3.87B | |
| Long-term Debt | $1.61B | $1.94B | $1.64B | $1.58B | $1.40B | $1.84B | $1.64B | · | $1.75B | $2.08B | · | $1.99B | $2.11B | $2.49B | · | $2.45B | |
| Total Debt | $1.61B | $1.94B | · | $1.58B | $1.40B | $1.84B | · | $1.63B | $1.75B | $2.08B | · | $1.99B | $2.11B | $2.49B | · | $2.45B | |
| Paid-in Capital | $974M | $1.12B | $1.31B | $1.35B | $1.39B | $1.46B | $1.50B | $1.54B | $1.57B | $1.61B | · | $1.59B | $1.57B | $1.56B | · | $1.55B | |
| Retained Earnings | $3.04B | $2.95B | $2.82B | $2.70B | $2.56B | $2.45B | $2.34B | $2.21B | $2.11B | $1.96B | · | $1.70B | $1.60B | $1.48B | · | $1.33B | |
| AOCI | $-263M | $-262M | $-268M | $-272M | $-274M | $-274M | $-277M | $-250M | $-247M | $-243M | · | $-242M | $-237M | $-234M | · | $-244M | |
| Stockholders' Equity | $3.75B | $3.81B | $3.87B | $3.78B | $3.67B | $3.63B | $3.56B | $3.50B | $3.43B | $3.33B | $3.22B | $3.04B | $2.94B | $2.81B | $2.71B | $2.64B | |
| Liabilities + Equity | $6.71B | $7.07B | $6.87B | $6.76B | $6.48B | $6.75B | $6.45B | $6.47B | $6.55B | $6.74B | · | $6.41B | $6.51B | $6.67B | · | $6.51B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $4M | $16M | $10M | $6M | $9M | $13M | $13M | $10M | $8M | $8M | $8M | $7M | $7M | $7M | $4M | $7M | |
| Amort. of Intangibles | $16M | $16M | $16M | $14M | $14M | $14M | $14M | $14M | $13M | $14M | $14M | $14M | $14M | $14M | $21M | $18M | |
| Restructuring | $35M | $14M | $10M | $1M | $16M | $10M | $5M | $28M | $5M | $5M | $-600.0K | $3M | $800.0K | $3M | $42M | $11M | |
| Operating Cash Flow | $572M | $-67M | $51M | $196M | $607M | $-39M | $86M | $249M | $539M | $-108M | $118M | $162M | $445M | $-107M | $93M | $95M | |
| CapEx | $19M | $18M | $24M | $17M | $11M | $17M | $23M | $15M | $17M | $19M | $21M | $19M | $19M | $17M | $22M | $23M | |
| Investing Cash Flow | $-20M | $-18M | $-50M | $-309M | $-29M | $-17M | $-119M | $-31M | $-18M | $-19M | $-40M | $-20M | $-10M | $-16M | $61M | $-1.61B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Net Debt Issued | · | · | · | · | · | $0 | · | · | · | $-6M | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $0 | |
| Dividends Paid | $43M | $44M | $41M | $41M | $41M | $41M | $38M | $38M | $38M | $38M | $36M | $36M | $36M | $36M | $34M | $35M | |
| Financing Cash Flow | $-533M | $51M | $-32M | $99M | $-556M | $87M | $-77M | $-209M | $-414M | $63M | $-42M | $-150M | $-409M | $133M | $-153M | $1.50B | |
| Net Change in Cash | $24M | $-34M | $-27M | $-15M | $2M | $22M | $-99M | $4M | $105M | $-61M | $33M | $-5M | $22M | $10M | $-10M | $-16M | |
| Free Cash Flow | · | $-86M | · | · | · | $-56M | · | · | · | $-127M | · | · | · | $-123M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 42.4% | 41.8% | · | 41.0% | 40.7% | 39.9% | · | 39.6% | 39.8% | 38.4% | · | 36.9% | 36.9% | 37.1% | · | 33.0% | |
| Operating Margin | 17.8% | 20.3% | · | 22.7% | 19.4% | 20.1% | · | 18.1% | 22.6% | 17.8% | · | 17.8% | 19.3% | 17.8% | · | 13.9% | |
| Net Margin | 13.8% | 16.6% | · | 18.0% | 13.2% | 15.3% | · | 14.1% | 16.9% | 13.1% | · | 13.1% | 14.1% | 12.6% | · | 10.9% | |
| Pretax Margin | 15.8% | 18.3% | · | 21.2% | 15.4% | 18.1% | · | 16.1% | 20.1% | 15.1% | · | 15.2% | 16.8% | 14.6% | · | 12.1% | |
| EBITDA Margin | 17.8% | 20.3% | · | 22.7% | 19.4% | 20.1% | · | 18.1% | 22.6% | 17.8% | · | 17.8% | 19.3% | 17.8% | · | 13.9% | |
| ROA | 1.9% | 2.5% | · | 2.8% | 2.3% | 2.3% | · | 2.2% | 2.9% | 2.0% | · | 2.0% | 2.7% | 2.2% | · | 2.1% | |
| ROE | 3.5% | 4.6% | · | 5.1% | 4.2% | 4.5% | · | 4.3% | 5.8% | 4.3% | · | 4.7% | 5.6% | 4.9% | · | 4.6% | |
| ROIC | 2.7% | 3.1% | · | 3.7% | 3.7% | 3.1% | · | 3.1% | 4.0% | 2.9% | · | 3.1% | 3.5% | 3.0% | · | 2.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.9 | · | 1.5 | 1.4 | 1.9 | · | 1.6 | 1.6 | 1.9 | · | 1.5 | 1.5 | 1.8 | · | 1.4 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.7 | 0.7 | 0.9 | · | 0.9 | |
| LT Debt / Equity | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.7 | 0.7 | 0.9 | · | 0.9 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.8 | 1.0 | · | 0.9 | 1.1 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 1.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $5.77 | $6.33 | · | $6.19 | $6.78 | $6.08 | · | $5.95 | $6.57 | $6.08 | · | $6.06 | $6.52 | $6.20 | · | $6.39 | |
| Cash Flow / Share | · | $-0.41 | · | · | · | $-0.23 | · | · | · | $-0.64 | · | · | · | $-0.64 | · | · | |
| Dividend / Share | $0.27 | $0.27 | · | $0.25 | $0.25 | $0.25 | · | $0.23 | $0.23 | $0.23 | · | $0.22 | $0.22 | $0.22 | · | $0.21 | |
| EPS (TTM) | $3.98 | $4.08 | · | $3.94 | $3.66 | $3.87 | · | $4.00 | $3.95 | $3.76 | · | $3.08 | $2.99 | $2.99 | · | $3.20 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.01B | $4.20B | · | $4.13B | $4.10B | $4.08B | · | $4.09B | $4.11B | $4.09B | · | $4.12B | $4.17B | $4.15B | · | $4.11B | |
| Net Income TTM | $651M | $671M | · | $654M | $609M | $647M | · | $667M | $660M | $626M | · | $510M | $493M | $493M | · | $535M | |
| P/E | 19.3 | 21.4 | · | 28.1 | 28.0 | 22.6 | · | 24.4 | 19.4 | 22.7 | · | 21.0 | 21.6 | 18.5 | · | 12.7 | |
| Earnings Yield | 5.2% | 4.7% | · | 3.6% | 3.6% | 4.4% | · | 4.1% | 5.1% | 4.4% | · | 4.8% | 4.6% | 5.4% | · | 7.9% | |
| Payout Ratio | · | 25.6% | · | · | · | 26.6% | · | · | · | 28.5% | · | · | · | 27.9% | · | · | |
| Annual Payout | $169M | $167M | · | $161M | $158M | $156M | · | $151M | $149M | $147M | · | $143M | $142M | $140M | · | $137M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $4.18B | $4.08B | $4.10B | $4.12B | $3.76B |
| Gross Margin % | 40.5% | 39.2% | 37.0% | 33.1% | 35.0% |
| Operating Margin % | 20.5% | 19.7% | 18.0% | 14.4% | 16.9% |
| Net Income | $654M | $625M | $623M | $481M | $553M |
| Diluted EPS | $3.96 | $3.74 | $3.75 | $2.90 | $3.30 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.5 | 0.6 | 0.9 | 0.4 |
| Current Ratio | 1.6 | 1.6 | 1.7 | 1.5 | 1.2 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $746M | $692M | $543M | $278M | $553M |
Institutional owners (13F) 777 filers · $13.3B 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 |
|---|---|---|---|---|
| 93 (+1 vs prior Q) | 93 (-18 vs prior Q) | 266 (+43 vs prior Q) | 250 (-39 vs prior Q) | +6.9M |
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 | $2,053,500,004 | 19,718,648 | 15.42% | Shares |
| BlackRock, Inc. | $1,112,052,064 | 14,506,289 | 8.35% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $810,122,948 | 10,567,740 | 6.08% | Shares |
| STATE STREET CORP | $701,682,319 | 9,153,174 | 5.27% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $575,246,521 | 7,503,868 | 4.32% | Shares |
| FMR LLC | $518,041,992 | 6,757,657 | 3.89% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $402,028,858 | 5,284,291 | 3.02% | Shares |
| Invesco Ltd. | $384,486,990 | 5,015,484 | 2.89% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $337,983,150 | 4,426,047 | 2.54% | Shares |
| Amundi | $302,417,366 | 3,945,014 | 2.27% | Shares |
| Bank of New York Mellon Corp | $263,683,068 | 3,439,643 | 1.98% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $252,069,804 | 3,287,263 | 1.89% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $237,918,229 | 2,731,239 | 1.79% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $231,366,402 | 3,018,112 | 1.74% | Shares |
| MORGAN STANLEY | $202,979,340 | 2,647,784 | 1.52% | Shares |
| AMERIPRISE FINANCIAL INC | $191,145,883 | 2,493,432 | 1.44% | Shares |
| D. E. Shaw & Co., Inc. | $161,769,389 | 2,110,219 | 1.22% | Shares |
| Impax Asset Management Group plc | $159,989,630 | 2,087,003 | 1.20% | Shares |
| DEUTSCHE BANK AG\ | $150,014,421 | 1,956,880 | 1.13% | Shares |
| NORTHERN TRUST CORP | $140,823,653 | 1,836,990 | 1.06% | Shares |
| ProShare Advisors LLC | $140,082,046 | 1,827,316 | 1.05% | Shares |
| Gates Capital Management, Inc. | $128,444,980 | 1,675,515 | 0.96% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114,912,573 | 1,498,990 | 0.86% | Shares |
| HSBC HOLDINGS PLC | $111,219,956 | 1,451,595 | 0.84% | Shares |
| UBS Group AG | $110,357,513 | 1,439,571 | 0.83% | Shares |
| Woodline Partners LP | $109,867,962 | 1,433,185 | 0.83% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $108,696,912 | 1,419,576 | 0.82% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $108,124,969 | 1,410,448 | 0.81% | Shares |
| CITADEL ADVISORS LLC | $104,831,706 | 1,367,489 | 0.79% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $104,463,146 | 1,362,690 | 0.78% | Shares |
| FIRST TRUST ADVISORS LP | $98,861,338 | 1,289,611 | 0.74% | Shares |
| ALLIANCEBERNSTEIN L.P. | $92,303,411 | 1,059,619 | 0.69% | Shares |
| GOLDMAN SACHS GROUP INC | $88,863,300 | 1,159,188 | 0.67% | Shares |
| Legal & General Group Plc | $83,415,964 | 1,088,129 | 0.63% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $74,879,188 | 976,770 | 0.56% | Shares |
| Pictet Asset Management Holding SA | $70,392,572 | 918,266 | 0.53% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $69,518,508 | 906,842 | 0.52% | Shares |
| JPMORGAN CHASE & CO | $61,060,322 | 792,740 | 0.46% | Shares |
| Clean Energy Transition LLP | $59,651,829 | 778,135 | 0.45% | Shares |
| Nuveen, LLC | $50,172,747 | 654,485 | 0.38% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $47,612,300 | 621,084 | 0.36% | Shares |
| BANK OF AMERICA CORP /DE/ | $46,924,413 | 612,111 | 0.35% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $43,506,160 | 567,521 | 0.33% | Shares |
| Vest Financial, LLC | $41,365,582 | 539,598 | 0.31% | Shares |
| PARNASSUS INVESTMENTS, LLC | $40,589,477 | 529,474 | 0.30% | Shares |
| Eurizon Capital SGR S.p.A. | $39,182,488 | 511,205 | 0.29% | Shares |
| Swiss National Bank | $34,940,631 | 455,787 | 0.26% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $33,988,744 | 443,370 | 0.26% | Shares |
| Russell Investments Group, Ltd. | $33,222,208 | 434,331 | 0.25% | Shares |
| Allianz Asset Management GmbH | $33,023,671 | 430,781 | 0.25% | Shares |
Activists & 5%+ owners 1 position
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 |
|---|---|---|---|---|---|
| Nelson Peltz, Peter W. May, Edward P. Garden, Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners, L.P. S.S. OR, Trian Partners Master Fund, L.P. S.S. OR, Trian Partners Parallel Fund I, L.P. S.S. OR, Trian Partners Strategic Investment Fund-A, L.P. S.S. OR, Trian Partners Strategic Investment Fund-N, L.P. S.S. OR, Trian Partners Strategic Investment Fund II, L.P. S.S. OR, Trian Partners Strategic Investment Fund-D, L.P. S.S. OR, Trian Partners Fund (Sub)-G, L.P. S.S. OR, Trian Partners Strategic Fund-G II, L.P. S.S. OR, Trian Partners Strategic Fund-G III, L.P. S.S. OR, Trian Partners Strategic Fund-K, L.P. S.S. OR, Trian Partners Strategic Fund-C, Ltd. S.S. OR ×14 filings | Dec. 7, 2018 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 62 insiders · 39 officers · 25 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jerome O Pedretti | EVP & CEO, Pool | Feb. 23, 2026 F | 65,267 | 0 | 0 | $0 |
| John L Stauch | President & CEO | Feb. 23, 2026 F | 107,588 | 0 | 0 | $0 |
| Robert P Fishman | Interim EVP and CFO | Sept. 2, 2026 F | 7,761 | 0 | 8 | $-820,779 |
| Nicholas J. Brazis | Executive Vice President, CFO | March 3, 2026 F | 974 | 0 | 0 | $0 |
| David D Harrison | Executive Vice President, CFO | Feb. 28, 2007 F | 110,576 | 0 | 0 | $0 |
| Beth Wozniak | President Flow and Filtration | Jan. 4, 2018 F | 4,031 | 0 | 0 | $0 |
| Dennis J. Cassidy Jr. | President-Valves & Controls | April 17, 2017 F | 1,464 | 0 | 0 | $0 |
| Alok Maskara | President Technical Solutions | Jan. 17, 2017 F | 19,453 | 0 | 0 | $0 |
| Christopher Stevens | President of V&C | Oct. 12, 2015 F | 8,177 | 0 | 0 | $0 |
| Phillip Pejovich | President Flow Technologies | Sept. 28, 2015 F | 14,775 | 0 | 0 | $0 |
| Netha N. Johnson | President Filtration & Process | Jan. 2, 2015 F | 16,362 | 0 | 0 | $0 |
| Michael V Schrock | President, COO | Dec. 20, 2013 F | 102,261 | 0 | 0 | $0 |
| Jack J Dempsey | President, Filtration Division | Jan. 2, 2008 A | 58,800 | 0 | 0 | $0 |
| Charles M Brown | President, COO | May 12, 2006 A | 305 | 0 | 0 | $0 |
| Karl R. Frykman | EVP & Chief Operating Officer | May 4, 2020 F | 63,605 | 0 | 0 | $0 |
| Jennifer M Hensley | SVP, CAO & Controller | May 12, 2026 F | 3,244 | 0 | 0 | $0 |
| Heather M. Hausmann | EVP, CIO and CISO | April 30, 2026 F | 1,893 | 0 | 0 | $0 |
| Philip M. Rolchigo | EVP & Chief Technology Officer | Feb. 25, 2026 M | 29,096 | 0 | 1 | $-670,207 |
| Tanya L Hooper | EVP & Chief HR Officer | Feb. 23, 2026 F | 18,474 | 0 | 0 | $0 |
| Demon L Wiggins | EVP & Pres., Flow | Feb. 23, 2026 F | 26,562 | 0 | 0 | $0 |
| Adrian C Chiu | EVP & Pres., Water Solutions | Feb. 23, 2026 F | 19,442 | 0 | 0 | $0 |
| Stephen J Pilla | EVP Ch Sup Chn Of Ch Trnfrm O | Feb. 23, 2026 F | 16,962 | 0 | 0 | $0 |
| Lance T Bonner | EVP, GC & Secretary | Jan. 2, 2026 A | 6,649 | 0 | 0 | $0 |
| Karla C Robertson | EVP, CSO, GC & Secretary | Feb. 24, 2025 F | 62,322 | 0 | 0 | $0 |
| Mario R D'Ovidio | EVP & Pres, Consumer Solutions | Jan. 4, 2022 F | 1,237 | 0 | 0 | $0 |
| John H Jacko | EVP & Chief Growth Officer | June 1, 2021 F | 6,481 | 0 | 0 | $0 |
| Kelly A Baker | EVP & Chief HR Officer | May 3, 2021 F | 8,159 | 0 | 0 | $0 |
| Mark C Borin | Executive Vice President | May 4, 2020 F | 32,218 | 0 | 0 | $0 |
| James P Wamsley | EVP-Chief Supply Chain Officer | Jan. 2, 2020 A | 17,741 | 0 | 0 | $0 |
| Ademir Sarcevic | SVP & Chief Accounting Officer | May 31, 2019 F | 1,593 | 0 | 0 | $0 |
| Randall J Hogan | Chairman & Chief Exec. Officer | April 18, 2018 M | 33,055 | 0 | 0 | $0 |
| Angela D Lageson | Sr. VP, Gen. Counsel & Secy. | Jan. 4, 2018 F | 39,054 | 0 | 0 | $0 |
| Karen L. Keegans | SVP & Chief HR Officer | Jan. 3, 2018 F | 1,325 | 0 | 0 | $0 |
| Frederick S Koury | Sr. VP, Human Resources | Jan. 4, 2016 F | 80,243 | 0 | 0 | $0 |
| Todd R Gleason | Sr. Vice President, Growth | Jan. 2, 2015 F | 529 | 0 | 0 | $0 |
| Michael G Meyer | Vice President, Treasurer | May 8, 2014 G | 17,221 | 0 | 0 | $0 |
| Louis L Ainsworth | Sr. Vice President | Aug. 2, 2010 F | 120,204 | 0 | 0 | $0 |
| Richard J Cathcart | Vice Chairman | Sept. 4, 2007 F | 62,591 | 0 | 0 | $0 |
| Karen A Durant | Sr Vice Pres. Finance/Analysis | May 1, 2007 M | 111,420 | 0 | 0 | $0 |
| Michael T Speetzen | Director | Feb. 11, 2026 S | 8,290 | 0 | 1 | $-699,930 |
| Gregory E. Knight | Director | Jan. 2, 2026 F | 8,489 | 0 | 0 | $0 |
| Mona Abutaleb Stephenson | Director | Jan. 2, 2026 F | 14,565 | 0 | 0 | $0 |
| Melissa Barra | Director | Jan. 2, 2026 F | 5,725 | 0 | 0 | $0 |
| Billie Ida Williamson | Director | Jan. 2, 2026 F | 21,895 | 0 | 0 | $0 |
| Tracey Doi | Director | Jan. 2, 2026 F | 3,566 | 0 | 0 | $0 |
| Theodore L Harris | Director | Jan. 2, 2026 F | 15,347 | 0 | 0 | $0 |
| Michael T Glenn | Director | Jan. 2, 2026 F | 32,138 | 0 | 1 | $-684,196 |
| JONES DAVID A /WI | Director | Jan. 2, 2026 F | 27,259 | 0 | 0 | $0 |
| Glynis Bryan | Director | Jan. 3, 2023 F | 29,006 | 0 | 0 | $0 |
| Jacques Esculier | Director | Jan. 2, 2020 F | 9,806 | 0 | 0 | $0 |
| David H Y Ho | Director | Jan. 3, 2018 F | 10,866 | 0 | 0 | $0 |
| Jerry W Burris | Director | Jan. 3, 2018 F | 24,443 | 0 | 0 | $0 |
| Carol Anthony Davidson | Director | Jan. 3, 2018 F | 15,265 | 0 | 0 | $0 |
| Ronald Merriman | Director | Jan. 3, 2018 F | 17,011 | 0 | 0 | $0 |
| William T Monahan | Director | Jan. 3, 2018 F | 41,329 | 0 | 0 | $0 |
| Charles A Haggerty | Director | Jan. 30, 2014 G | 95,108 | 0 | 0 | $0 |
| Leslie Abi-Karam | Director | Jan. 2, 2014 A | 676 | 0 | 0 | $0 |
| Barbara B Grogan | Director | May 1, 2008 M | 39,915 | 0 | 0 | $0 |
| Karen E Welke | Director | May 3, 2007 M | 50,066 | 0 | 0 | $0 |
| Augusto Meozzi | Director | May 3, 2007 M | 45,552 | 0 | 0 | $0 |
| William H Hernandez | Director | Nov. 20, 2003 M | 1,445 | 0 | 0 | $0 |
| Stuart Maitland | · | April 29, 2005 M | 23,251 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 85 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 |
|---|---|---|---|---|
| PIO · Invesco Exchange-Traded Fund Trust … | 7.26% | 355,952 SH | Oct. 2, 2026 | Daily |
| PHO · Invesco Exchange-Traded Fund Trust | 3.67% | 1,311,616 SH | Oct. 2, 2026 | Daily |
| EFRA · iShares Trust | 2.49% | 2,433 SH | Sept. 11, 2026 | Daily |
| CGW · Invesco Exchange-Traded Fund Trust … | 1.51% | 286,862 SH | Oct. 2, 2026 | Daily |
| NUMV · Nushares ETF Trust | 1.25% | 84,696 NS | July 31, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.13% | 157,245 SH | Oct. 2, 2026 | Daily |
| PID · Invesco Exchange-Traded Fund Trust | 0.93% | 146,949 SH | Oct. 2, 2026 | Daily |
| CVY · Invesco Exchange-Traded Fund Trust | 0.60% | 13,197 SH | Oct. 2, 2026 | Daily |
| MADE · iShares Trust | 0.29% | 3,015 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.26% | 2,353,114 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.23% | 115,871 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 3,393,256 SH | Oct. 2, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.17% | 196,372 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.15% | 3,706,944 SH | Aug. 19, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.14% | 1,194 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.14% | 22,894 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.13% | 85,573 SH | Sept. 11, 2026 | Daily |
| IYJ · iShares Trust | 0.11% | 38,072 SH | Sept. 11, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.11% | 242,538 NS | July 31, 2026 | N-PORT |
| EXI · iShares Trust | 0.09% | 23,549 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.09% | 240,277 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.09% | 10,021 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.07% | 659,226 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.06% | 130,359 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.05% | 129,082 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.05% | 197 SH | Sept. 11, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.05% | 912,998 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.05% | 4,153 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 6,193 SH | Oct. 2, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 37,368 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.04% | 12,844 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 260,813 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 16,027 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.03% | 268,132 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 96,663 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.03% | 142,596 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.03% | 221,609 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.03% | 24,849 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 355,613 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.02% | 8 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 3,932 SH | Oct. 2, 2026 | Daily |
| CATH · Global X Funds | 0.02% | 4,173 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.02% | 15 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 4,197,402 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 5,131,821 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 26,432 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 13,486 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 36,231 SH | Aug. 19, 2026 | Daily |
| XYLG · Global X Funds | 0.02% | 190 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 36,332 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.02% | 34,742 SH | Oct. 2, 2026 | Daily |
| CHRI · Global X Funds | 0.02% | 23 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.02% | 10 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.02% | 8,374 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.02% | 96 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 29,987 SH | Oct. 1, 2026 | Daily |
| XVV · iShares Trust | 0.02% | 1,866 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 610 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 48,213 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.01% | 110 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.01% | 2,036,909 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 11,954 SH | Oct. 2, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.01% | 958 SH | Oct. 1, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 6,924 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.01% | 1,123 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 216,812 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 110,034 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 45,396 SH | Sept. 11, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.01% | 12,635 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.01% | 128 SH | Oct. 2, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 436,963 SH | Aug. 19, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 1,358,004 SH | Aug. 19, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.00% | 287 NS | July 31, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 5,323,179 SH | Aug. 19, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 412,290 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 3,473,653 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 80,331 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 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| ISCB · iShares Trust | · | 7,249 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 20,025 SH | Sept. 11, 2026 | Daily |
PNR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
14 analysts · 2026-09-20Mean target $77.36 +45.9%
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