WSC Class A WillScot Holdings Corporation - Class A Common Stock
NASDAQ · Construction · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$17.30
· of 52w range
· above low
· to high
$14.9152w low
$29.7752w high
Market Cap (MRQ)
$3.13B
P/E (TTM)
-46.8
EPS (TTM)
$-0.37
Revenue (TTM)
$2.29B
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52W Range
$15–$30
Analyst Rating
HOLD
Price Target
$30
P/E
-46.8
ROE
-7.1%
Net Profit Margin
-3.0%
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WSC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$17.30
Market Cap (MRQ)
$3.13B
P/E (TTM)
-46.8
EPS (TTM)
$-0.37
Revenue (TTM)
$2.29B
Div Yield
1.6%
ROE (TTM)
-7.1%
52W Range
$15–$30
WSC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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About WillScot Holdings Corporation - Class A Common Stock Company overview from Wikipedia
sectorIndustrials
industryConstruction
employees4,700
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.28B2019-12-31 → 2025-12-31
EPS$-0.292019-12-31 → 2025-12-31
Free Cash Flow$738M2019-12-31 → 2025-12-31
Net margin-3.0%2019-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WSC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -46.85Y avg ≈53.1 | ≈53.1 | · | · | |
| P/S (TTM) | 1.45Y avg ≈3.5 | ≈3.5 | 1.4 | Overvalued | |
| P/B (MRQ) | 3.45Y avg ≈5.5 | ≈5.5 | 5.7 | Fair value | |
| Price / FCF (TTM) | 4.65Y avg ≈11.7 | ≈11.7 | · | · | |
| Price / Cash Flow (TTM) | 4.55Y avg ≈11.2 | ≈11.2 | 10.7 | Undervalued | |
| Price / Tangible Book (MRQ) | 4.4 | · | · | · |
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 | WSC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 50.5%5Y avg ≈53.2% | ≈53.2% | 14.7% | Top tier | |
| Operating Margin (TTM) | 6.5%5Y avg ≈18.1% | ≈18.1% | 7.2% | Top tier | |
| EBITDA Margin | 8.0%5Y avg ≈21.4% | ≈21.4% | 7.2% | Top tier | |
| Pretax Margin (TTM) | -3.4%5Y avg ≈9.4% | ≈9.4% | 6.3% | Top tier | |
| Net Profit Margin (TTM) | -3.0%5Y avg ≈8.7% | ≈8.7% | 4.0% | Top tier | |
| ROA (TTM) | -1.2%5Y avg ≈3.2% | ≈3.2% | 4.7% | Weak | |
| ROE (TTM) | -7.1%5Y avg ≈12.6% | ≈12.6% | 12.7% | Weak | |
| ROIC | 20.3%5Y avg ≈23.5% | ≈23.5% | 13.5% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | WSC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.85Y avg ≈0.9 | ≈0.9 | 1.2 | Low liquidity | |
| Quick Ratio | 0.75Y avg ≈0.8 | ≈0.8 | 0.8 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WSC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -4.8%5Y avg ≈13.3% | ≈13.3% | · | · | |
| Revenue CAGR 3Y | 2.1%5Y avg ≈12.6% | ≈12.6% | · | · | |
| Revenue CAGR 5Y | 12.4% | · | · | · | |
| EPS YoY | -93.6%5Y avg ≈64.6% | ≈64.6% | · | · | |
| Net Income YoY | -94.1%5Y avg ≈43.7% | ≈43.7% | · | · | |
| EPS CAGR 3Y | -39.9% | · | · | · | |
| Net Income CAGR 3Y | -44.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WSC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.45Y avg ≈0.4 | ≈0.4 | 1.3 | Weak | |
| Receivables Turnover | 5.55Y avg ≈5.5 | ≈5.5 | 6.8 | Weak | |
| Revenue / Employee | ≈$485.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.6%
Payout Ratio-96.5%
Annualized Payout≈$0.28
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 2, 2026 | $0.07 | USD | ≈1.4% |
| Jun 3, 2026 | $0.07 | USD | ≈1.1% |
| Mar 4, 2026 | $0.07 | USD | ≈1.3% |
| Dec 3, 2025 | $0.07 | USD | ≈1.3% |
| Sep 3, 2025 | $0.07 | USD | ≈0.90% |
| Jun 4, 2025 | $0.07 | USD | ≈0.51% |
| Mar 5, 2025 | $0.07 | USD | ≈0.23% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-78.9%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.26 | $0.24 | 8.4% |
| March 31, 2026 | $0.15 | $0.16 | -6.0% | |
| Dec. 31, 2025 | $-1.03 | $0.33 | -412.4% | |
| Sept. 30, 2025 | $0.24 | $0.30 | -18.8% | |
| June 30, 2025 | $0.26 | $0.36 | -27.2% | |
| March 31, 2025 | $0.23 | $0.28 | -17.0% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.28B | $2.40B | $2.36B | $2.14B | $1.67B | $1.27B | $1.06B | $751M | $446M | $427M | $453M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $85M | $75M | $78M | |
| Gross Profit | $1.16B | $1.30B | $1.33B | $1.14B | $845M | $608M | $413M | $289M | $166M | $168M | $163M | |
| SG&A Expense | $582M | $631M | $596M | $567M | $480M | $338M | $271M | $235M | $162M | $139M | $139M | |
| Operating Income | $181M | $264M | $673M | $511M | $300M | $162M | $118M | $6M | $-58M | $-3M | $-21M | |
| Interest Expense | · | · | $205M | $146M | $116M | $119M | $123M | $98M | $119M | $95M | $92M | |
| Interest Income | · | · | · | · | · | · | $0 | $0 | $12M | $10M | $10M | |
| Pretax Income | $-55M | $37M | $468M | $365M | $151M | $4M | $-123M | $-68M | $-165M | $-88M | $-103M | |
| Income Tax | $-2M | $8M | $127M | $89M | $37M | $-56M | $-2M | $-39M | $-936.0K | $-25M | $-34M | |
| Net Income | $-53M | $28M | $476M | $340M | $160M | $74M | $-121M | $-25M | $-148M | $-31M | $-72M | |
| EPS (Basic) | $-0.29 | $0.15 | $2.40 | $1.57 | $0.71 | $0.44 | $-1.11 | $-0.29 | · | $0.05 | · | |
| EPS (Diluted) | $-0.29 | $0.15 | $2.36 | $1.53 | $0.69 | $0.25 | $-1.11 | $-0.53 | · | $0.01 | · | |
| Shares (Basic) | 182,394,306 | 188,101,693 | 198,554,885 | 216,808,577 | 226,518,931 | 169,230,177 | 108,683,620 | 87,209,605 | · | 14,845,029 | · | |
| Shares (Diluted) | 182,394,306 | 190,292,256 | 201,849,836 | 221,399,162 | 232,793,902 | 177,268,383 | 108,683,620 | 88,950,564 | · | 62,500,000 | · | |
| EBITDA | $181M | $264M | $673M | $511M | $676M | $427M | $305M | $141M | $23M | $-688.6K | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $15M | $9M | $11M | $7M | $6M | $25M | $3M | $9M | $9M | $6M | $9M | |
| Receivables | $395M | $430M | $451M | $410M | $351M | $331M | $248M | $207M | $95M | $71M | · | |
| Inventory | $46M | $47M | $47M | $41M | $30M | $24M | $15M | $16M | $10M | $9M | · | |
| Prepaid Expense | $28M | $68M | $57M | $32M | $35M | $30M | $15M | $22M | $14M | $40M | $0 | |
| Other Current Assets | $41M | $20M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $525M | $558M | $569M | $521M | $483M | $422M | $293M | $256M | $128M | $138M | $1M | |
| PP&E (Net) | · | · | · | · | $312M | $304M | · | $184M | $84M | $84M | · | |
| PP&E (Gross) | · | · | · | · | $441M | $402M | · | $274M | $164M | $167M | · | |
| Accum. Depreciation | · | · | · | · | $128M | $98M | · | $90M | $81M | $83M | · | |
| Goodwill | $1.26B | $1.20B | $1.18B | $1.01B | $1.01B | $962M | $235M | $247M | $29M | $57M | $62M | |
| Intangibles | $224M | $251M | $420M | $419M | $443M | $496M | $127M | $132M | $126M | $125M | · | |
| Other Non-current Assets | $15M | $17M | $5M | $7M | $8M | $16M | $4M | $4M | $4M | $2M | · | |
| Total Assets | $5.82B | $6.03B | $6.14B | $5.83B | $5.77B | $5.57B | $2.90B | $2.75B | $1.41B | $1.70B | $501M | |
| Accounts Payable | $110M | $97M | $86M | $109M | $103M | $107M | $110M | $90M | $57M | $33M | $133.5K | |
| Accrued Liabilities | $126M | $122M | $130M | $110M | $107M | $91M | $98M | $85M | $49M | $45M | $100.0K | |
| Current Liabilities | $611M | $585M | $562M | $562M | $518M | $449M | $320M | $269M | $156M | $173M | $133.5K | |
| Capital Leases | $242M | $201M | $188M | $170M | $170M | $184M | $118M | · | · | · | · | |
| Deferred Tax | $492M | $506M | $554M | $401M | $306M | $308M | $71M | $67M | $121M | $118M | · | |
| Other Non-current Liabilities | $57M | $41M | $34M | $19M | $16M | $37M | $47M | $32M | $19M | $11M | · | |
| Total Liabilities | $4.96B | $5.02B | $4.88B | $4.26B | $3.78B | $3.51B | $2.34B | $2.05B | $926M | $1.68B | $20M | |
| Long-term Debt | · | · | · | · | · | · | $1.63B | · | · | · | · | |
| Common Stock | $19.0K | $19.0K | $20.0K | $21.0K | $22.0K | $23.0K | $0 | · | · | · | · | |
| Paid-in Capital | $1.73B | $1.84B | $2.09B | $2.89B | $3.62B | $3.85B | $2.38B | $2.39B | $2.12B | $1.57B | $5M | |
| Retained Earnings | $-800M | $-747M | $-775M | $-1.25B | $-1.59B | $-1.75B | $-1.83B | $-1.68B | $-1.64B | $-1.49B | $-20.8K | |
| AOCI | $-69M | $-71M | $-53M | $-70M | $-29M | $-37M | $-63M | $-68M | $-49M | $-57M | · | |
| Stockholders' Equity | $856M | $1.02B | $1.26B | $1.57B | $2.00B | $2.06B | $491M | $638M | $436M | $23M | $5M | |
| Liabilities + Equity | $5.82B | $6.03B | $6.14B | $5.83B | $5.77B | $5.57B | $2.90B | $2.75B | $1.41B | $1.70B | $501M | |
| Shares Outstanding | 181,184,438 | 183,565,000 | 189,967,000 | 207,952,000 | 223,940,000 | 229,038,000 | · | · | · | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $96M | $83M | $73M | $62M | $316M | $244M | $187M | $135M | $81M | $78M | $101M | |
| Stock-based Comp | $38M | $36M | $34M | $30M | $26M | $10M | $7M | $3M | $3M | $0 | $0 | |
| Amort. of Intangibles | $46M | $38M | $26M | $24M | $24M | $12M | $1M | $1M | $0 | $0 | $14M | |
| Restructuring | $302M | $9M | $0 | $-86.0K | $12M | $6M | $4M | $15M | $2M | $3M | $9M | |
| Other Non-cash | · | · | · | · | $38M | · | $-10M | $-52M | $62M | · | · | |
| Operating Cash Flow | $762M | $562M | $761M | $745M | $540M | $305M | $173M | $37M | $-1M | $59M | $120M | |
| CapEx | $24M | $18M | $22M | $44M | $30M | $16M | $8M | $5M | $4M | $2M | $7M | |
| Investing Cash Flow | $-417M | $-362M | $-350M | $-309M | $-384M | $-125M | $-153M | $-1.22B | $-393M | $-30M | $-193M | |
| Debt Issued | $1.19B | $1.32B | $1.91B | $964M | $729M | $2.79B | $552M | $1.21B | · | · | · | |
| Net Debt Issued | $-146M | $121M | $436M | $376M | $216M | $-22M | · | · | · | · | · | |
| Stock Issued | $10M | $253.0K | $498.0K | $11M | $7M | $11M | $921.0K | $147M | $572M | $0 | · | |
| Net Stock Activity | $10M | $253.0K | $498.0K | $11M | $7M | $11M | $921.0K | $147M | · | · | · | |
| Dividends Paid | $51M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-341M | $-200M | $-419M | $-429M | $-168M | $-159M | $-26M | $1.18B | $397M | $-31M | $77M | |
| Net Change in Cash | $6M | $-2M | $-7M | $5M | $-12M | $22M | $-6M | $-227.0K | $3M | $-3M | $3M | |
| Taxes Paid | $16M | $46M | $33M | $25M | $10M | $4M | $-1M | $3M | $-1M | $-1M | $-2M | |
| Free Cash Flow | $738M | $543M | $739M | $701M | $509M | $288M | $164M | $33M | $-6M | · | · | |
| Levered FCF | · | · | $589M | $590M | $419M | $-90M | $61M | $-25M | $-124M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.0% | 54.3% | 56.4% | 53.0% | 51.1% | 48.3% | 38.9% | 38.5% | 37.1% | · | · | |
| Operating Margin | 8.0% | 11.0% | 28.5% | 23.9% | 19.0% | 13.4% | 11.1% | 0.83% | -13.1% | · | · | |
| Net Margin | -2.3% | 1.2% | 20.2% | 15.8% | 8.5% | · | -1.1% | -6.5% | -33.1% | · | · | |
| Pretax Margin | -2.4% | 1.5% | 19.8% | 17.0% | 11.1% | 1.8% | -1.3% | -12.3% | -37.1% | · | · | |
| EBITDA Margin | 8.0% | 11.0% | 28.5% | 23.9% | 35.7% | 31.2% | 28.6% | 18.8% | 5.1% | · | · | |
| ROA | -0.89% | 0.46% | 8.0% | 5.9% | 2.8% | · | -0.39% | -2.4% | -9.5% | 0.11% | · | |
| ROE | -5.6% | 2.7% | 37.0% | 20.9% | 8.1% | · | -1.8% | -9.1% | -64.4% | 11.2% | · | |
| ROIC | 20.3% | 19.9% | 39.0% | 24.7% | 13.8% | · | 15.3% | 0.57% | -13.3% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.0 | 1.0 | 0.9 | 0.9 | · | 0.9 | 1.0 | 0.8 | 3.5 | · | |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.7 | 2.5 | · | |
| Interest Coverage | · | · | 3.3 | 3.5 | 3.1 | 1.5 | 1.0 | 0.1 | -0.5 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | 0.0 | · | |
| Inventory Turnover | · | · | · | · | · | · | · | · | 8.5 | · | · | |
| Receivables Turnover | 5.5 | 5.4 | 5.5 | 5.6 | 5.2 | · | 4.3 | 5.0 | 5.4 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.73 | $5.55 | $6.64 | $7.53 | $8.92 | · | · | · | · | · | · | |
| Revenue / Share | $12.51 | $12.59 | $11.72 | $9.68 | $8.14 | $7.72 | · | · | · | $0.00 | · | |
| Cash Flow / Share | $4.18 | $2.95 | $3.77 | $3.36 | $2.32 | $1.72 | · | · | · | $0.01 | · | |
| Cash / Share | $0.08 | $0.05 | $0.06 | $0.04 | $0.06 | · | · | · | · | · | · | |
| Dividend / Share | · | · | · | · | · | · | · | · | $0.00 | $0.00 | $0.00 | |
| EPS (TTM) | $-0.29 | $0.15 | $2.36 | $1.53 | $0.69 | $0.25 | $-1.11 | $-0.53 | $-0.41 | $0.01 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.8% | 1.3% | 10.4% | 28.1% | 31.4% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.1% | 12.7% | 22.9% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -93.6% | 54.2% | 121.7% | 176.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -39.9% | 111.3% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -94.1% | 40.3% | 112.0% | 116.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -44.0% | 86.0% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.28B | $2.40B | $2.36B | $2.14B | $1.67B | $1.27B | $1.06B | $751M | $446M | $427M | $453M | |
| Net Income TTM | $-53M | $28M | $476M | $340M | $160M | $74M | $-121M | $-25M | $-148M | $-31M | $-72M | |
| Market Cap | $3.41B | $6.14B | $8.45B | $9.39B | $9.15B | · | · | · | · | · | · | |
| P/E | -64.9 | 223.0 | 18.9 | 29.5 | 59.2 | 92.7 | -16.7 | -17.8 | -31.0 | 995.0 | · | |
| P/S | 1.5 | 2.6 | 3.6 | 4.4 | 5.5 | · | · | · | · | · | · | |
| P/B | 4.0 | 6.0 | 6.7 | 6.0 | 4.6 | · | · | · | · | · | · | |
| P / Tangible Book | · | · | · | 69.7 | 16.9 | 8.8 | · | · | · | · | · | |
| P / Cash Flow | 4.5 | 10.9 | 11.1 | 12.6 | 16.9 | · | · | · | · | · | · | |
| P / FCF | 4.6 | 11.3 | 11.4 | 13.4 | 18.0 | · | · | · | · | · | · | |
| Dividend Yield | 1.5% | 0.00% | 0.00% | · | · | · | · | · | · | · | · | |
| Earnings Yield | -1.5% | 0.45% | 5.3% | 3.4% | 1.7% | 1.1% | -6.0% | -5.6% | -3.2% | 0.10% | · | |
| Payout Ratio | -96.5% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $51M | $0 | $0 | · | · | · | · | · | · | · | · |
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 | $612M | $549M | $566M | $567M | $589M | $560M | $603M | $601M | $605M | $587M | $612M | $605M | $582M | $565M | $591M | $578M | |
| Gross Profit | $306M | $286M | $286M | $282M | $296M | $300M | $336M | $321M | $327M | $317M | $343M | $340M | $328M | $323M | $328M | $298M | |
| SG&A Expense | $160M | $154M | $142M | $138M | $145M | $157M | $128M | $153M | $181M | $168M | $146M | $152M | $147M | $151M | $139M | $140M | |
| Operating Income | $117M | $97M | $-184M | $119M | $127M | $119M | $174M | $-35M | $-5M | $130M | $177M | $178M | $167M | $152M | $171M | $144M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $54M | $47M | $45M | · | $38M | |
| Pretax Income | $64M | $43M | $-245M | $60M | $68M | $61M | $115M | $-91M | $-61M | $73M | $118M | $124M | $119M | $107M | $127M | $106M | |
| Income Tax | · | · | · | · | · | · | · | · | $-14M | $17M | $32M | $33M | $32M | $30M | $126M | $-28M | |
| Net Income | $47M | $28M | $-187M | $43M | $48M | $43M | $89M | $-70M | $-47M | $56M | $86M | $92M | $88M | $211M | $86M | $129M | |
| EPS (Basic) | $0.26 | $0.16 | $-1.02 | $0.24 | $0.26 | $0.23 | $0.47 | $-0.37 | $-0.25 | $0.30 | $0.47 | $0.47 | $0.44 | $1.02 | $0.41 | $0.60 | |
| EPS (Diluted) | $0.26 | $0.15 | $-1.02 | $0.24 | $0.26 | $0.23 | $0.48 | $-0.37 | $-0.25 | $0.29 | $0.47 | $0.46 | $0.43 | $1.00 | $0.40 | $0.59 | |
| Shares (Basic) | 181,012,131 | 180,987,459 | · | 182,003,961 | 182,468,243 | 183,680,565 | · | 188,281,346 | 189,680,091 | 190,137,533 | · | 196,198,638 | 200,946,619 | 206,092,169 | 209,373,239 | 213,636,876 | |
| Shares (Diluted) | 181,808,591 | 181,463,605 | · | 182,772,186 | 183,439,165 | 185,301,787 | · | 188,281,346 | 189,680,091 | 193,065,392 | · | 199,258,304 | 204,326,162 | 209,663,985 | 213,872,403 | 217,927,725 | |
| EBITDA | $117M | $97M | · | $119M | $127M | $119M | · | $-35M | $-5M | $130M | · | $178M | $167M | $152M | · | $240M |
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 | $18M | $16M | $15M | $15M | $13M | $11M | $9M | $11M | $6M | $13M | · | $6M | $8M | $16M | · | $15M | |
| Receivables | $422M | $397M | $395M | $404M | $414M | $401M | $430M | $446M | $442M | $451M | · | $469M | $442M | $415M | · | $439M | |
| Inventory | $49M | $46M | $46M | $43M | $47M | $48M | $47M | $53M | $50M | $48M | · | $45M | $44M | $42M | · | $45M | |
| Prepaid Expense | $16M | $21M | · | $57M | $55M | $58M | · | $65M | $74M | $62M | · | $48M | $43M | $43M | · | $40M | |
| Other Current Assets | $51M | $49M | $41M | · | · | · | $20M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $557M | $530M | $525M | $520M | $530M | $518M | $558M | $578M | $576M | $575M | · | $569M | $545M | $525M | · | $540M | |
| Goodwill | $1.26B | $1.26B | $1.26B | $1.26B | $1.26B | $1.20B | $1.20B | $1.18B | $1.18B | $1.18B | $1.18B | $1.16B | $1.01B | $1.01B | $1.01B | $1.06B | |
| Intangibles | $203M | $213M | $224M | $235M | $247M | $240M | $251M | $261M | $272M | $412M | · | $401M | $407M | $413M | · | $431M | |
| Other Non-current Assets | $23M | $22M | $15M | $13M | $11M | $12M | $17M | $10M | $16M | $13M | · | $16M | $7M | $7M | · | $9M | |
| Total Assets | $5.87B | $5.81B | $5.82B | $6.10B | $6.10B | $5.96B | $6.03B | $6.04B | $6.05B | $6.18B | · | $6.08B | $5.72B | $5.61B | · | $5.81B | |
| Accounts Payable | $152M | $142M | $110M | $109M | $116M | $94M | $97M | $108M | $119M | $100M | · | $92M | $92M | $92M | · | $160M | |
| Accrued Liabilities | $134M | $151M | $126M | $171M | $162M | $169M | $122M | $168M | $150M | $162M | · | $123M | $120M | $121M | · | $123M | |
| Current Liabilities | $687M | $670M | $611M | $660M | $656M | $621M | $585M | $639M | $632M | $596M | · | $547M | $534M | $506M | · | $615M | |
| Capital Leases | $230M | $231M | $242M | $221M | $193M | $192M | $201M | $192M | $191M | $198M | · | $193M | $181M | $170M | · | $175M | |
| Deferred Tax | $517M | $502M | $492M | $527M | $500M | $496M | $506M | $492M | $525M | $566M | · | $535M | $506M | $465M | · | $386M | |
| Other Non-current Liabilities | $60M | $55M | $57M | $46M | $49M | $44M | $41M | $51M | $41M | $35M | · | $27M | $23M | $29M | · | $18M | |
| Total Liabilities | $4.95B | $4.94B | $4.96B | $5.04B | $5.07B | $4.95B | $5.02B | $4.98B | $4.85B | $4.86B | · | $4.76B | $4.28B | $4.05B | · | $4.13B | |
| Common Stock | $19.0K | $19.0K | $19.0K | $19.0K | $19.0K | $19.0K | $19.0K | $19.0K | $19.0K | $20.0K | · | $20.0K | $20.0K | $21.0K | · | $22.0K | |
| Paid-in Capital | $1.71B | $1.71B | $1.73B | $1.75B | $1.76B | $1.79B | $1.84B | $1.96B | $2.01B | $2.08B | · | $2.22B | $2.44B | $2.67B | · | $3.11B | |
| Retained Earnings | $-725M | $-772M | $-800M | $-613M | $-656M | $-704M | $-747M | $-836M | $-766M | $-719M | · | $-861M | $-953M | $-1.04B | · | $-1.34B | |
| AOCI | $-71M | $-68M | $-69M | $-73M | $-66M | $-79M | $-71M | $-70M | $-47M | $-45M | · | $-44M | $-44M | $-63M | · | $-93M | |
| Stockholders' Equity | $911M | $871M | $856M | $1.06B | $1.03B | $1.01B | $1.02B | $1.05B | $1.20B | $1.32B | $1.26B | $1.31B | $1.44B | $1.56B | $1.57B | $1.68B | |
| Liabilities + Equity | $5.87B | $5.81B | $5.82B | $6.10B | $6.10B | $5.96B | $6.03B | $6.04B | $6.05B | $6.18B | · | $6.08B | $5.72B | $5.61B | · | $5.81B | |
| Shares Outstanding | 181,055,275 | 180,994,679 | 181,184,438 | 181,941,675 | 182,236,993 | 183,109,208 | 183,564,899 | 187,048,646 | 188,591,960 | 190,598,309 | 189,967,000 | 193,460,704 | 198,375,893 | 203,723,099 | 207,952,000 | 211,243,820 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $24M | $24M | $24M | $24M | $23M | $24M | $23M | $18M | $18M | $21M | $18M | $17M | $17M | $16M | $86M | |
| Stock-based Comp | $8M | $7M | $12M | $10M | $8M | $8M | $8M | $10M | $10M | $9M | $8M | $9M | $9M | $8M | $7M | $7M | |
| Amort. of Intangibles | $10M | $11M | $11M | $12M | $12M | $11M | $12M | $12M | $7M | $7M | $8M | $6M | $6M | $6M | $6M | $6M | |
| Restructuring | $5M | $11M | · | · | $10.0K | $375.0K | $19.0K | $2M | $6M | · | $0 | $0 | $0 | · | $0 | $0 | |
| Operating Cash Flow | $162M | $191M | $159M | $191M | $205M | $207M | $179M | $-2M | $176M | $209M | $219M | $191M | $202M | $149M | $200M | $210M | |
| CapEx | $5M | $4M | $9M | $4M | $6M | $5M | $2M | $3M | $6M | $7M | $5M | $6M | $4M | $7M | $13M | $10M | |
| Investing Cash Flow | $-113M | $-85M | $-68M | $-77M | $-208M | $-65M | $-94M | $-75M | $-82M | $-111M | $-132M | $-376M | $-113M | $272M | $-83M | $88M | |
| Debt Issued | $163M | $116M | $208M | $117M | $245M | $615M | $216M | $319M | $659M | $124M | $260M | $1.02B | $265M | $364M | $201M | $309M | |
| Net Debt Issued | · | $-76M | · | · | · | $-87M | · | · | · | $-76M | · | · | · | $-194M | · | · | |
| Stock Issued | $142.0K | $0 | $226.0K | $0 | $8M | $2M | $132.0K | $0 | $52.0K | $69.0K | $45.0K | $41.0K | $344.0K | $68.0K | $415.0K | $7M | |
| Net Stock Activity | · | $0 | · | · | · | $2M | · | · | · | $69.0K | · | · | · | $68.0K | · | · | |
| Dividends Paid | $13M | $13M | $13M | $13M | $13M | $13M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Financing Cash Flow | $-46M | $-105M | $-92M | $-113M | $4M | $-140M | $-87M | $82M | $-100M | $-96M | $-82M | $183M | $-97M | $-423M | $-116M | $-293M | |
| Net Change in Cash | $3M | $956.0K | $-170.0K | $2M | $2M | $2M | $-2M | $5M | $-7M | $2M | $5M | $-2M | $-8M | $-2M | $2M | $4M | |
| Taxes Paid | $4M | $1M | $2M | $4M | $6M | $5M | $3M | $7M | $35M | $952.0K | $10M | $8M | $9M | $6M | $7M | $7M | |
| Free Cash Flow | · | $187M | · | · | · | $202M | · | · | · | $202M | · | · | · | $142M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $159M | · | · | · | $110M | · | · |
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 | 50.0% | 52.1% | · | 49.7% | 50.3% | 53.7% | · | 53.4% | 54.1% | 54.0% | · | 56.2% | 56.3% | 57.1% | · | 52.0% | |
| Operating Margin | 19.2% | 17.6% | · | 21.0% | 21.5% | 21.3% | · | -5.9% | -0.87% | 22.1% | · | 29.4% | 28.6% | 26.8% | · | 25.5% | |
| Net Margin | 7.7% | 5.1% | · | 7.6% | 8.1% | 7.7% | · | -11.7% | -7.8% | 9.6% | · | 15.1% | 15.1% | 37.3% | · | 21.3% | |
| Pretax Margin | 10.5% | 7.8% | · | 10.6% | 11.5% | 10.9% | · | -15.1% | -10.1% | 12.5% | · | 20.5% | 20.5% | 18.9% | · | 19.2% | |
| EBITDA Margin | 19.2% | 17.6% | · | 21.0% | 21.5% | 21.3% | · | -5.9% | -0.87% | 22.1% | · | 29.4% | 28.6% | 26.8% | · | 39.8% | |
| ROA | 0.78% | 0.48% | · | 0.71% | 0.79% | 0.71% | · | -1.2% | -0.80% | 0.95% | · | 1.5% | 1.5% | 3.7% | · | 2.2% | |
| ROE | 4.8% | 3.0% | · | 4.1% | 4.3% | 3.7% | · | -6.0% | -3.5% | 3.9% | · | 6.1% | 5.5% | 11.9% | · | 7.1% | |
| ROIC | · | · | · | · | · | · | · | · | -0.34% | 7.5% | · | 10.0% | 8.5% | 6.9% | · | 6.8% |
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 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 2.3 | · | 3.3 | 3.5 | 3.4 | · | 4.0 |
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 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.3 | 1.3 | 1.4 | · | 1.4 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.03 | $4.81 | · | $5.83 | $5.68 | $5.52 | · | $5.64 | $6.37 | $6.93 | · | $6.79 | $7.25 | $7.68 | · | $7.96 | |
| Revenue / Share | $3.37 | $3.02 | · | $3.10 | $3.21 | $3.02 | · | $3.19 | $3.19 | $3.04 | · | $3.04 | $2.85 | $2.70 | · | $2.77 | |
| Cash Flow / Share | · | $1.05 | · | · | · | $1.12 | · | · | · | $1.08 | · | · | · | $0.71 | · | · | |
| Cash / Share | $0.10 | $0.09 | · | $0.08 | $0.07 | $0.06 | · | $0.06 | $0.03 | $0.07 | · | $0.03 | $0.04 | $0.08 | · | $0.07 | |
| EPS (TTM) | $-0.37 | $-0.37 | · | $1.21 | $0.60 | $0.09 | · | $0.14 | $0.97 | $1.65 | · | $2.29 | $2.42 | $2.31 | · | $1.46 |
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 | $2.29B | $2.27B | · | $2.32B | $2.35B | $2.37B | · | $2.41B | $2.41B | $2.39B | · | $2.34B | $2.32B | $2.26B | · | $1.88B | |
| Net Income TTM | $-69M | $-68M | · | $224M | $110M | $15M | · | $25M | $187M | $322M | · | $477M | $514M | $499M | · | $327M | |
| Market Cap | $5.23B | $3.14B | · | $3.84B | $4.99B | $5.09B | · | $7.03B | $7.10B | $8.86B | · | $8.05B | $9.48B | $9.55B | · | $8.52B | |
| P/E | -78.0 | -46.9 | · | 17.4 | 45.7 | 308.9 | · | 268.6 | 38.8 | 28.2 | · | 18.2 | 19.7 | 20.3 | · | 27.6 | |
| P/S | 2.3 | 1.4 | · | 1.7 | 2.1 | 2.1 | · | 2.9 | 2.9 | 3.7 | · | 3.4 | 4.1 | 4.2 | · | 4.5 | |
| P/B | 5.7 | 3.6 | · | 3.6 | 4.8 | 5.0 | · | 6.7 | 5.9 | 6.7 | · | 6.1 | 6.6 | 6.1 | · | 5.1 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | · | · | · | 494.8 | 68.6 | · | 46.0 | |
| P / Cash Flow | · | 16.4 | · | · | · | 24.6 | · | · | · | 42.5 | · | · | · | 64.2 | · | · | |
| Dividend Yield | 0.97% | 1.6% | · | 1.0% | 0.51% | 0.25% | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | -1.3% | -2.1% | · | 5.7% | 2.2% | 0.32% | · | 0.37% | 2.6% | 3.5% | · | 5.5% | 5.1% | 4.9% | · | 3.6% | |
| Payout Ratio | · | 45.3% | · | · | · | 29.9% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $51M | $51M | · | $38M | $26M | $13M | · | · | · | · | · | · | · | · | · | · |
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 | $2.28B | $2.40B | $2.36B | $2.14B | $1.67B |
| Gross Margin % | 51.0% | 54.3% | 56.4% | 53.0% | 51.1% |
| Operating Margin % | 8.0% | 11.0% | 28.5% | 23.9% | 19.0% |
| Net Income | $-53M | $28M | $476M | $340M | $160M |
| Diluted EPS | $-0.29 | $0.15 | $2.36 | $1.53 | $0.69 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.0 | 1.0 | 0.9 | 0.9 |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.7 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $738M | $543M | $739M | $701M | $509M |
Institutional owners (13F) 404 filers · $6.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
404
Value held
$6.0B
New positions
86
Exited positions
43
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 86 (+21 vs prior Q) | 43 (-6 vs prior Q) | 114 (-5 vs prior Q) | 132 (+22 vs prior Q) | -4.5M |
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 |
|---|---|---|---|---|
| FMR LLC | $783,525,303 | 27,149,179 | 12.97% | Shares |
| BlackRock, Inc. | $610,084,413 | 21,139,446 | 10.10% | Shares |
| VANGUARD GROUP INC | $334,088,206 | 17,742,337 | 5.53% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $266,461,292 | 9,232,893 | 4.41% | Shares |
| JPMORGAN CHASE & CO | $241,146,100 | 8,379,252 | 3.99% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $226,652,241 | 7,853,508 | 3.75% | Shares |
| STATE STREET CORP | $173,503,694 | 6,011,909 | 2.87% | Shares |
| Capital International Investors | $142,431,834 | 4,935,268 | 2.36% | Shares |
| SAMLYN CAPITAL, LLC | $134,237,788 | 4,651,344 | 2.22% | Shares |
| Clearbridge Investments, LLC | $132,811,782 | 4,601,933 | 2.20% | Shares |
| TURTLE CREEK ASSET MANAGEMENT INC. | $127,640,652 | 4,422,753 | 2.11% | Shares |
| Coliseum Capital Management, LLC | $125,575,430 | 4,351,193 | 2.08% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $122,767,554 | 4,253,900 | 2.03% | Shares |
| BAILLIE GIFFORD & CO | $120,766,171 | 4,184,552 | 2.00% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $118,330,175 | 4,100,216 | 1.96% | Shares |
| COOPERMAN LEON G | $116,335,122 | 4,031,016 | 1.93% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $93,889,363 | 3,252,421 | 1.55% | Shares |
| Alyeska Investment Group, L.P. | $88,121,326 | 3,053,407 | 1.46% | Shares |
| ALLIANCEBERNSTEIN L.P. | $85,589,886 | 4,930,293 | 1.42% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $83,342,586 | 2,887,824 | 1.38% | Shares |
| FRANKLIN RESOURCES INC | $81,383,237 | 2,819,932 | 1.35% | Shares |
| River Road Asset Management, LLC | $80,332,762 | 2,783,533 | 1.33% | Shares |
| UBS Group AG | $72,881,803 | 2,525,357 | 1.21% | Shares |
| CRAMER ROSENTHAL MCGLYNN LLC | $68,564,289 | 2,375,755 | 1.14% | Shares |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $68,197,248 | 2,363,037 | 1.13% | Shares |
| NORGES BANK | $65,583,051 | 2,272,455 | 1.09% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63,419,504 | 2,197,488 | 1.05% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $55,944,273 | 1,938,471 | 0.93% | Shares |
| Cartenna Capital, LP | $51,948,000 | 1,800,000 | 0.86% | Shares |
| Douglas Lane & Associates, LLC | $49,616,215 | 1,719,204 | 0.82% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $49,560,688 | 1,723,850 | 0.82% | Shares |
| MORGAN STANLEY | $48,971,789 | 1,696,872 | 0.81% | Shares |
| BANK OF AMERICA CORP /DE/ | $43,754,155 | 1,516,083 | 0.72% | Shares |
| NORTHERN TRUST CORP | $40,108,012 | 1,389,744 | 0.66% | Shares |
| Copeland Capital Management, LLC | $38,704,865 | 1,341,124 | 0.64% | Shares |
| Bank of New York Mellon Corp | $38,500,190 | 1,334,033 | 0.64% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $38,466,253 | 1,332,857 | 0.64% | Shares |
| AMERIPRISE FINANCIAL INC | $33,441,063 | 1,158,734 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $32,836,648 | 1,137,791 | 0.54% | Shares |
| Public Sector Pension Investment Board | $32,588,597 | 1,129,196 | 0.54% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31,065,672 | 1,076,426 | 0.51% | Shares |
| GOLDMAN SACHS GROUP INC | $30,259,336 | 1,048,487 | 0.50% | Shares |
| BISLETT MANAGEMENT, LLC | $26,826,005 | 929,522 | 0.44% | Shares |
| Chescapmanager LLC | $25,866,035 | 896,259 | 0.43% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $25,193,568 | 872,958 | 0.42% | Shares |
| Ranger Investment Management, L.P. | $24,081,736 | 834,433 | 0.40% | Shares |
| DIVERSIFIED MANAGEMENT INC | $20,830,629 | 1,199,921 | 0.34% | Shares |
| CITIGROUP INC | $20,573,746 | 712,881 | 0.34% | Shares |
| Russell Investments Group, Ltd. | $20,229,286 | 700,942 | 0.33% | Shares |
| Walleye Capital LLC | $20,212,216 | 700,354 | 0.33% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Sapphire Holding S.à r.l., TDR Capital II Holdings L.P., TDR Capital LLP, Stephen Robertson, Manjit Dale ×10 filings | Oct. 7, 2021 | · | Initial filing | Capital structure | SEC |
| Mobile Mini, Inc. ×2 filings | July 9, 2020 | · | Initial filing | M&A / sale | SEC |
| Double Eagle Acquisition LLC, Jeff Sagansky ×2 filings | March 15, 2018 | · | Initial filing | · | SEC |
| Harry E. Sloan ×2 filings | March 15, 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 31 insiders · 11 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Timothy D Boswell | President & CEO | July 1, 2026 M | 153,358 | 0 | 0 | $0 |
| Matthew T Jacobsen | Chief Financial Officer | March 1, 2026 M | 57,795 | 0 | 0 | $0 |
| Kelly M Williams | President & COO | July 2, 2021 M | 145,754 | 0 | 0 | $0 |
| Carisa A.P. Bianchi | Chief Accounting Officer | Feb. 24, 2026 A | · | 0 | 0 | $0 |
| Felicia Gorcyca | Chief Human Resources Officer | Feb. 24, 2026 A | 2,668 | 0 | 0 | $0 |
| Hezron T. Lopez | EVP, CLO, CCO & ESG | Aug. 19, 2025 S | 54,038 | 0 | 0 | $0 |
| Rohan Pal | EVP, Chief Technology Officer | June 6, 2025 A | 14,358 | 0 | 0 | $0 |
| Sally J Shanks | Chief Accounting Officer | March 3, 2025 M | 33,091 | 0 | 0 | $0 |
| Graeme Parkes | Chief Information Officer | Dec. 11, 2024 S | 72,818 | 0 | 0 | $0 |
| Christopher J Miner | EVP, CLO, Secretary | March 16, 2022 M | 190,810 | 0 | 0 | $0 |
| Bradley Leon Bacon | VP, General Counsel & Sec | March 21, 2019 A | 6,227 | 0 | 0 | $0 |
| Worthing Jackman | Director | Sept. 4, 2026 M | 25,570 | 0 | 0 | $0 |
| Natalia Johnson | Director | June 4, 2026 A | 19,091 | 0 | 0 | $0 |
| Dominick P Zarcone | Director | June 4, 2026 A | 21,701 | 0 | 0 | $0 |
| Michael W Upchurch | Director | June 4, 2026 A | 52,169 | 0 | 0 | $0 |
| Rebecca L Owen | Director | June 4, 2026 A | 46,775 | 0 | 0 | $0 |
| Gerard E Holthaus | Director | June 4, 2026 A | 422,922 | 0 | 0 | $0 |
| Jeffrey Sagansky | Director | June 4, 2026 A | 2,421,533 | 0 | 0 | $0 |
| Erika T Davis | Director | June 4, 2026 A | 25,464 | 0 | 0 | $0 |
| Bradley Lee Soultz | Director | May 13, 2026 S | 414,059 | 0 | 3 | $-4,205,114 |
| Mark S. Bartlett | Director | June 6, 2025 A | 155,388 | 0 | 0 | $0 |
| Erik Olsson | Director | March 18, 2025 M | 626,306 | 0 | 0 | $0 |
| Kimberly J Mcwaters | Director | March 27, 2023 G | 52,007 | 0 | 0 | $0 |
| Sara Ward | Director | June 3, 2022 A | 53,807 | 0 | 0 | $0 |
| Jeffrey S Goble | Director | June 3, 2022 A | 62,994 | 0 | 0 | $0 |
| Stephen Robertson | Director | Sept. 14, 2021 S | 100,000 | 0 | 0 | $0 |
| Gary Lindsay | Director | June 11, 2021 J | 0 | 0 | 0 | $0 |
| ROSEN FREDRIC D | Director | Sept. 18, 2018 S | 34,607 | 0 | 0 | $0 |
| Dennis A Miller | Director | April 13, 2017 G | · | 0 | 0 | $0 |
| James Marvin Mcnamara | Director | Sept. 16, 2015 P | · | 0 | 0 | $0 |
| Double Eagle Acquisition LLC | 10% owner | Sept. 16, 2015 P | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 56 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 4.09% | 23,540 NS | July 31, 2026 | N-PORT |
| SMCO · Tidal Trust II | 1.98% | 116,069 NS | July 31, 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1.03% | 158,332 SH | Oct. 1, 2026 | Daily |
| CAFG · Pacer Funds Trust | 1.00% | 12,445 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.37% | 227,352 NS | July 31, 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.30% | 112,029 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.28% | 632,822 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.23% | 155,348 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.18% | 6,564 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.17% | 49,335 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.17% | 2,499 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.14% | 2,277,453 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.13% | 150,038 SH | Oct. 1, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 592,405 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.07% | 109,405 SH | Sept. 11, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.07% | 214,331 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.06% | 57,910 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 2,076,103 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 3,943,907 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.05% | 25,647 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.05% | 94,335 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.04% | 6,046 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.04% | 41,671 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 18,770 SH | Oct. 1, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 7,764 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.03% | 262,281 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 11,060 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.03% | 71,940 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.03% | 14,364 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.02% | 727,123 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 19,973 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 712,780 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 339,546 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 86,273 SH | Oct. 1, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 18,217 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 5,457,847 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 29,555 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 106,556 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 14,711 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 39,885 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 8,098 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.01% | 391,861 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 45,310 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 57,130 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 8,205 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 245,877 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 50,642 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.00% | 121,579 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 1,890 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 143,848 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 11,040,563 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 892,613 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 774,878 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 25,056 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 8,256 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 23,258 SH | Sept. 11, 2026 | Daily |
WSC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 14 analysts
BUY
Median target
$29.00
+67.6%
4 28.6%
Strong Buy
2 14.3%
Buy
8 57.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
10 analysts · 2026-10-03Mean target $29.90 +72.8%
← Below all targets
Current price $17.30
Low$26.00
Mean$29.90
High$37.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WSC | $3.41B | -64.9 | -4.8% | -2.3% | -5.6% | 51.0% |
| GVA | $5.02B | 29.9 | 10.4% | 4.4% | 17.6% | 16.1% |
| ROAD | · | 69.0 | 54.2% | 3.6% | 11.8% | 15.6% |
| MWH | · | · | · | · | · | · |
| MYRG | $3.39B | 29.0 | 8.8% | 3.2% | 19.0% | 11.6% |
| TPC | $3.54B | 44.4 | 28.1% | 1.5% | 6.8% | 11.7% |
| PRIM | $6.71B | 24.7 | 19.0% | 3.6% | 17.1% | 10.7% |
| CTRI | $2.61B | 103.8 | 13.1% | 0.75% | 3.1% | 8.3% |
| CDNL | · | · | 44.7% | 5.0% | 27.9% | · |
| AMRC | · | 35.7 | 28.8% | · | · | · |
| NWPX | $599M | 17.6 | 6.8% | 6.7% | 9.2% | 19.7% |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 6, 2026