AAON AAON, Inc. - Common Stock
NASDAQ · Building · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 10, 2026AAON Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
AAON Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 17 de agosto de 2023 | 3-for-2 | Adelante |
| 17 de julio de 2014 | 3-for-2 | Adelante |
| 3 de julio de 2013 | 3-for-2 | Adelante |
| 14 de junio de 2011 | 3-for-2 | Adelante |
| 22 de agosto de 2007 | 3-for-2 | Adelante |
| 5 de junio de 2002 | 3-for-2 | Adelante |
| 1 de octubre de 2001 | 3-for-2 | Adelante |
| 7 de marzo de 1995 | 11-for-10 | Adelante |
| 16 de septiembre de 1993 | 1-for-4 | Inversa |
Acerca de AAON, Inc. - Common Stock Descripción general de la empresa de Wikipedia
AAON, Inc. manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments. AAON is headquartered in Tulsa, Oklahoma and has manufacturing facilities in Longview, TX, Parkville, MO, and Redmond, OR. AAON employs approximately 4,000 people worldwide and has annual sales in excess of $880 million.
History
AAON was founded in 1988 when Norman H. Asbjornson set out to create a commercial HVAC company that designed and manufactured semi-custom equipment. Asbjornson purchased the heating and air-conditioning division of John Zink and created a new company called AAON. The name ensured the company would be listed first in the phone directories.
In 2000, AAON began to manufacture equipment in Longview and in 2019, broke ground on a facility expansion as part of a $28-million-dollar investment in the plant. Further expansion in Longview commenced in 2019 with the completion of a 220,000-square foot building, an additional $40 million investment. In 2023, the Longview Economic Development Corp. approved a second $40 million expansion and is scheduled to be completed in 2024.
Acquisitions
In 1991, AAON acquired Coils Plus in Longview, TX, initially only committed to manufacturing HVAC coils.
In 2018, AAON acquired Missouri-based WattMaster Controls (WCI) and entered a lease of the facility previously occupied by WCI.
In 2021, AAON acquired Oregon-based BASX Solutions (BASX). BASX designs and manufactures premium, highly customized commercial HVAC equipment for data centers, clean rooms, and other niche applications.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | AAON | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 43.6promedio 5A ≈53.0 | ≈53.0 | 31.2 | Sobrevalorado | |
| P/S (TTM) | 3.6promedio 5A ≈5.1 | ≈5.1 | 2.9 | Sobrevalorado | |
| P/C (MRQ) | 6.8promedio 5A ≈7.5 | ≈7.5 | 3.3 | Sobrevalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 12738.6promedio 5A ≈2368.3 | ≈2368.3 | 14.5 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 7.4promedio 5A ≈9.2 | ≈9.2 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | AAON | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 25.6%promedio 5A ≈29.3% | ≈29.3% | 38.2% | Débil | |
| Margen Operativo (TTM) | 11.0%promedio 5A ≈14.9% | ≈14.9% | 17.0% | Débil | |
| EBITDA Margin (Margen EBITDA) | 15.6%promedio 5A ≈19.7% | ≈19.7% | 18.2% | Débil | |
| Margen antes de impuestos (TTM) | 9.9%promedio 5A ≈14.4% | ≈14.4% | 15.4% | Débil | |
| Margen de Beneficio Neto (TTM) | 8.2%promedio 5A ≈11.8% | ≈11.8% | 10.7% | Por debajo del promedio | |
| ROA (TTM) | 9.8%promedio 5A ≈13.6% | ≈13.6% | 7.5% | En línea | |
| ROE (TTM) | 17.3%promedio 5A ≈18.1% | ≈18.1% | 12.6% | Débil | |
| ROIC | 13.7%promedio 5A ≈18.0% | ≈18.0% | 14.5% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | AAON | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 3.0promedio 5A ≈2.7 | ≈2.7 | 1.7 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 1.0promedio 5A ≈0.9 | ≈0.9 | 0.9 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | AAON | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 20.1%promedio 5A ≈24.9% | ≈24.9% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 17.5%promedio 5A ≈26.6% | ≈26.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 22.9% | · | · | · | |
| EPS YoY (EPS interanual) | -36.1%promedio 5A ≈9.9% | ≈9.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -36.2%promedio 5A ≈16.2% | ≈16.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 1.3%promedio 5A ≈18.1% | ≈18.1% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -2.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 2.3%promedio 5A ≈25.1% | ≈25.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 6.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | AAON | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.0promedio 5A ≈1.1 | ≈1.1 | 0.8 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 4.7promedio 5A ≈4.0 | ≈4.0 | 4.7 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.2promedio 5A ≈8.2 | ≈8.2 | 8.7 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$244.5K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 4, 2026 | $0,10 | USD | ≈0.50% |
| Jun 5, 2026 | $0,10 | USD | ≈0.30% |
| Mar 18, 2026 | $0,10 | USD | ≈0.51% |
| Nov 26, 2025 | $0,10 | USD | ≈0.43% |
| Sep 5, 2025 | $0,10 | USD | ≈0.47% |
| Jun 6, 2025 | $0,10 | USD | ≈0.37% |
| Mar 18, 2025 | $0,10 | USD | ≈0.43% |
| Nov 29, 2024 | $0,08 | USD | ≈0.23% |
| Sep 6, 2024 | $0,08 | USD | ≈0.37% |
| Jun 7, 2024 | $0,08 | USD | ≈0.44% |
| Mar 15, 2024 | $0,08 | USD | ≈0.39% |
| Nov 28, 2023 | $0,08 | USD | ≈0.52% |
| Sep 7, 2023 | $0,08 | USD | ≈0.61% |
| Jun 8, 2023 | $0,08 | USD | ≈0.50% |
| Mar 10, 2023 | $0,08 | USD | ≈0.61% |
| Nov 25, 2022 | $0,16 | USD | ≈0.55% |
| Jun 2, 2022 | $0,13 | USD | ≈0.69% |
| Nov 24, 2021 | $0,13 | USD | ≈0.48% |
| Jun 2, 2021 | $0,13 | USD | ≈0.60% |
| Nov 25, 2020 | $0,13 | USD | ≈0.58% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 10, 2026 | $0.69 | $0.52 | 33.2% |
| 31 de marzo de 2026 | $0.48 | $0.30 | 62.3% | |
| 31 de diciembre de 2025 | $0.39 | $0.46 | -14.8% | |
| 30 de septiembre de 2025 | $0.37 | $0.33 | 12.8% | |
| 30 de junio de 2025 | $0.22 | $0.34 | -34.8% | |
| 31 de marzo de 2025 | $0.37 | $0.24 | 53.9% | |
| 31 de diciembre de 2024 | $0.30 | $0.54 | -44.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Cost of Revenue | $1.06B | $804M | $769M | $651M | $397M | $359M | $350M | $330M | $282M | $266M | $250M | $248M | |
| Gross Profit | $386M | $397M | $399M | $238M | $138M | $156M | $119M | $104M | $124M | $118M | $109M | $108M | |
| R&D Expense | $58M | $47M | $44M | $47M | $17M | $17M | $15M | $14M | $13M | $12M | $8M | $6M | |
| SG&A Expense | $239M | $188M | $172M | $111M | $69M | $60M | $52M | $48M | $49M | $39M | $37M | $41M | |
| Operating Income | $146M | $209M | $227M | $127M | $69M | $102M | $67M | $55M | $74M | $80M | $71M | $68M | |
| Other Non-op | $230.0K | $378.0K | $503.0K | $399.0K | $61.0K | $51.0K | $-46.0K | $-47.0K | $91.0K | $105.0K | $-124.0K | $-36.0K | |
| Pretax Income | $129M | $207M | $223M | $125M | $69M | $102M | $67M | $56M | $75M | $80M | $71M | $68M | |
| Income Tax | $21M | $38M | $46M | $24M | $10M | $23M | $13M | $13M | $21M | $27M | $26M | $24M | |
| Net Income | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| EPS (Basic) | $1.32 | $2.07 | $2.19 | $1.26 | $0.75 | $1.51 | $1.03 | $0.81 | $1.02 | $1.01 | $0.85 | $0.81 | |
| EPS (Diluted) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 | |
| Shares (Basic) | 81,529,140 | 81,473,131 | 81,156,114 | 79,582,480 | 78,606,298 | 52,168,679 | 52,079,865 | 52,284,616 | 52,572,496 | 52,924,398 | 54,045,841 | 54,809,319 | |
| Shares (Diluted) | 83,105,538 | 83,629,502 | 83,295,290 | 81,145,610 | 80,593,484 | 53,061,169 | 52,635,415 | 52,667,939 | 53,078,734 | 53,449,754 | 54,481,484 | 55,369,016 | |
| EBITDA | $225M | $272M | $274M | $162M | $100M | $127M | $90M | $73M | $74M | $80M | $71M | $68M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.0K | $14.0K | $287.0K | $5M | $3M | $79M | $27M | $2M | $21M | $24M | $8M | $22M | |
| Receivables | $314M | $147M | $138M | $127M | $71M | $47M | $67M | $54M | $50M | $43M | $50M | $44M | |
| Inventory | $261M | $187M | $214M | $199M | $130M | $82M | $74M | $78M | $71M | $47M | $38M | $38M | |
| Prepaid Expense | $18M | $7M | $3M | $2M | $2M | $4M | $1M | $1M | $518.0K | $616.0K | $533.0K | $609.0K | |
| Current Assets | $869M | $488M | $409M | $349M | $218M | $220M | $188M | $141M | $154M | $141M | $124M | $125M | |
| PP&E (Net) | $631M | $510M | $370M | $305M | $258M | $223M | $178M | $163M | $142M | $115M | $101M | $92M | |
| PP&E (Gross) | $1.00B | $820M | $653M | $550M | $482M | $426M | $357M | $330M | $292M | $252M | $225M | $206M | |
| Accum. Depreciation | $373M | $310M | $283M | $245M | $224M | $203M | $179M | $167M | $150M | $137M | $124M | $114M | |
| Goodwill | · | · | $82M | $82M | $86M | $3M | $3M | $3M | $0 | · | · | · | |
| Intangibles | $84M | $78M | $68M | $65M | $70M | $38.0K | $272.0K | $506.0K | $0 | · | · | · | |
| Other Non-current Assets | $2M | $242.0K | $816.0K | $6M | $1M | $579.0K | · | · | · | · | · | · | |
| Total Assets | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Accounts Payable | $110M | $45M | $27M | $46M | $29M | $12M | $12M | $11M | $11M | $7M | $6M | $11M | |
| Accrued Liabilities | $132M | $99M | $86M | $79M | $50M | $47M | $44M | $37M | $39M | $32M | $37M | $31M | |
| Current Liabilities | $331M | $175M | $127M | $146M | $87M | $59M | $56M | $47M | $50M | $39M | $43M | $43M | |
| Capital Leases | $16M | $14M | $10M | $6M | $15M | $1M | · | · | · | · | · | · | |
| Deferred Tax | $30M | $0 | $12M | $19M | $32M | $28M | $15M | $9M | $8M | $10M | $9M | $8M | |
| Other Non-current Liabilities | $23M | $21M | $17M | $12M | $19M | $4M | · | · | · | · | · | · | |
| Common Stock | $327.0K | $326.0K | $326.0K | $322.0K | $210.0K | $209.0K | $208.0K | $208.0K | $210.0K | $211.0K | $212.0K | $216.0K | |
| Paid-in Capital | $64M | $69M | $122M | $99M | $82M | $5M | $4M | $0 | $0 | $0 | $0 | $0 | |
| Retained Earnings | $830M | $755M | $613M | $462M | $384M | $345M | $286M | $249M | $237M | $206M | $179M | $174M | |
| Stockholders' Equity | $895M | $825M | $735M | $561M | $466M | $351M | $290M | $249M | $239M | $208M | $179M | $174M | |
| Liabilities + Equity | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Shares Outstanding | 81,691,075 | 81,436,594 | 81,508,381 | 80,137,776 | 52,527,985 | 52,224,767 | 52,078,515 | 51,991,242 | 52,422,801 | 52,651,448 | 53,012,363 | 54,041,829 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $79M | $63M | $46M | $35M | $30M | $26M | $23M | $18M | $15M | $13M | · | · | |
| Stock-based Comp | $18M | $17M | $16M | $14M | $12M | $11M | $12M | $8M | $6M | $4M | $3M | $2M | |
| Deferred Tax | $31M | $-7M | $-7M | $-13M | $4M | $13M | $6M | $3M | $-749.0K | $825.0K | $1M | $-2M | |
| Amort. of Intangibles | $7M | $8M | $5M | $4M | $246.0K | $234.0K | $234.0K | $194.0K | $0 | $0 | · | · | |
| Other Non-cash | $-235M | $-49M | $-75M | $-75M | $-43M | $-198.0K | $4M | $-16M | · | · | · | · | |
| Operating Cash Flow | $534.0K | $193M | $159M | $61M | $61M | $129M | $98M | $55M | $58M | $64M | $55M | $54M | |
| CapEx | · | · | · | $54M | $55M | $68M | $37M | $37M | $42M | $27M | $21M | $16M | |
| Investing Cash Flow | $-192M | $-213M | $-109M | $-76M | $-159M | $-61M | $-37M | $-35M | $-31M | · | · | · | |
| Dividends Paid | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M | |
| Financing Cash Flow | $187M | $18M | $-47M | $17M | $19M | $-30M | $-18M | $-40M | $-30M | · | · | · | |
| Net Change in Cash | · | · | · | · | · | · | · | $-19M | $-3M | $16M | $-14M | $10M | |
| Taxes Paid | $13M | $50M | $63M | $19M | $8M | $14M | $2M | $15M | $17M | $27M | $24M | $26M | |
| Free Cash Flow | · | · | · | $7M | $6M | $61M | $61M | $18M | $16M | $37M | $32M | $36M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% | 30.3% | 25.4% | 23.9% | 30.4% | 30.8% | 30.3% | 30.4% | |
| Operating Margin | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% | 19.8% | 14.3% | 12.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| Net Margin | 7.5% | 14.0% | 15.2% | 11.3% | 11.0% | 15.3% | 11.4% | 9.8% | 13.5% | 13.9% | 12.8% | 12.4% | |
| Pretax Margin | 8.9% | 17.2% | 19.1% | 14.0% | 12.9% | 19.8% | 14.3% | 12.9% | 18.4% | 20.8% | 19.9% | 19.1% | |
| EBITDA Margin | 15.6% | 22.6% | 23.4% | 18.2% | 18.6% | 24.8% | 19.1% | 16.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| ROA | 7.5% | 15.9% | 20.2% | 13.7% | 10.7% | 19.3% | 14.8% | 13.7% | 19.7% | 21.8% | 19.9% | 19.7% | |
| ROE | 12.4% | 20.8% | 25.1% | 18.5% | 13.6% | 22.7% | 18.8% | 17.1% | 24.5% | 27.7% | 25.9% | 26.1% | |
| ROIC | 13.7% | 20.7% | 24.6% | 18.2% | 12.6% | 22.5% | 18.5% | 17.2% | 22.9% | 25.8% | 25.5% | 25.3% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 | 3.7 | 3.3 | 2.9 | 3.1 | 3.6 | 2.9 | 3.1 | |
| Quick Ratio | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 | 2.1 | 1.7 | 1.2 | 1.4 | 1.7 | 1.3 | 1.5 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.3 | 1.2 | 1.0 | 1.3 | 1.3 | 1.4 | 1.5 | 1.6 | 1.6 | 1.6 | |
| Inventory Turnover | 4.7 | 4.0 | 3.7 | 4.0 | 3.7 | 4.6 | 4.6 | · | 4.8 | 6.2 | 6.6 | 7.1 | |
| Receivables Turnover | 6.2 | 8.1 | 8.8 | 9.0 | 9.0 | 9.0 | 7.7 | 8.3 | 8.7 | 8.3 | 7.6 | 8.6 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.96 | $10.13 | $9.02 | $10.50 | $8.87 | $6.72 | $5.57 | $4.76 | $4.53 | $3.91 | $3.38 | $3.22 | |
| Revenue / Share | $17.35 | $14.36 | $14.03 | $16.43 | $9.95 | $9.70 | $8.92 | $8.24 | $7.63 | $7.18 | $6.58 | $6.44 | |
| Cash Flow / Share | $0.01 | $2.30 | $1.91 | $1.13 | $1.14 | $2.43 | $1.86 | $1.04 | $1.09 | $1.20 | $0.97 | $0.94 | |
| Cash / Share | $0.00 | $0.00 | $0.00 | $0.10 | $0.05 | $1.51 | $0.51 | $0.04 | $0.41 | $0.46 | $0.15 | $0.41 | |
| Dividend / Share | $0.40 | $0.32 | $0.32 | $0.29 | $0.25 | $0.38 | $0.32 | $0.32 | $0.26 | $0.24 | $0.22 | $0.18 | |
| EPS (TTM) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.1% | 2.8% | 31.5% | 66.3% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.5% | 31.0% | 31.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 22.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -36.1% | -5.2% | 71.8% | 69.9% | -51.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.3% | 40.4% | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -36.2% | -5.1% | 77.0% | 70.8% | -25.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.3% | 42.1% | 31.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Net Income TTM | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| Market Cap | $6.23B | $9.58B | $6.02B | $2.68B | $2.78B | $2.32B | $1.72B | $1.22B | $1.28B | $1.16B | $821M | $807M | |
| P/E | 59.1 | 58.3 | 34.7 | 40.5 | 72.5 | 29.8 | 32.3 | 29.2 | 24.2 | 22.0 | 18.4 | 18.7 | |
| P/S | 4.3 | 8.0 | 5.2 | 3.0 | 5.2 | 4.5 | 3.7 | 2.8 | 3.2 | 3.0 | 2.3 | 2.3 | |
| P/B | 7.0 | 11.6 | 8.2 | 4.8 | 6.0 | 6.6 | 5.9 | 4.9 | 5.4 | 5.6 | 4.6 | 4.6 | |
| P / Tangible Book | 7.7 | 12.8 | 10.3 | 6.5 | 9.0 | 6.7 | · | · | · | · | · | · | |
| P / Cash Flow | 11664.7 | 49.8 | 37.9 | 43.7 | 45.5 | 18.0 | 17.5 | 22.2 | 22.1 | 18.1 | 15.5 | 15.4 | |
| P / FCF | · | · | · | 367.8 | 477.8 | 38.0 | 28.2 | 69.1 | 78.8 | 31.1 | 25.7 | 22.3 | |
| Dividend Yield | 0.52% | 0.27% | 0.44% | 0.85% | 0.72% | 0.85% | 0.97% | 1.4% | 1.1% | 1.1% | 1.4% | 1.2% | |
| Earnings Yield | 1.7% | 1.7% | 2.9% | 2.5% | 1.4% | 3.4% | 3.1% | 3.4% | 4.1% | 4.5% | 5.4% | 5.4% | |
| Payout Ratio | 30.3% | 15.5% | 14.9% | 22.8% | 34.0% | 25.1% | 31.0% | 39.3% | 25.1% | 23.8% | 25.9% | 21.9% | |
| Annual Payout | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q4 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 | $627M | $497M | $424M | $384M | $312M | $322M | $298M | $327M | $314M | $262M | $307M | $312M | $284M | $266M | $255M | $243M | |
| Cost of Revenue | $474M | $372M | $314M | $277M | $229M | $236M | $220M | $213M | $200M | $170M | $195M | $196M | $190M | $189M | $176M | $177M | |
| Gross Profit | $152M | $125M | $110M | $107M | $83M | $86M | $78M | $114M | $113M | $92M | $112M | $116M | $94M | $77M | $79M | $66M | |
| SG&A Expense | $84M | $68M | $66M | $63M | $59M | $51M | $48M | $49M | $46M | $45M | $48M | $51M | $39M | $33M | $32M | $29M | |
| Operating Income | $69M | $57M | $44M | $44M | $24M | $35M | $29M | $66M | $67M | $47M | $64M | $65M | $55M | $44M | $47M | $37M | |
| Other Non-op | $158.0K | $77.0K | $124.0K | $0 | $-68.0K | $174.0K | $45.0K | $81.0K | $175.0K | $77.0K | $133.0K | $93.0K | $163.0K | $114.0K | $104.0K | $54.0K | |
| Pretax Income | $63M | $52M | $38M | $38M | $20M | $32M | $28M | $65M | $67M | $47M | $63M | $63M | $53M | $43M | $46M | $36M | |
| Income Tax | $6M | $12M | $6M | $8M | $4M | $3M | $4M | $12M | $15M | $8M | $16M | $15M | $8M | $6M | $7M | $8M | |
| Net Income | $57M | $40M | $32M | $31M | $15M | $29M | $25M | $53M | $52M | $39M | $47M | $48M | $46M | $37M | $39M | $27M | |
| EPS (Basic) | $0.69 | $0.49 | $0.39 | $0.38 | $0.19 | $0.36 | $0.30 | $0.65 | $0.64 | $0.48 | $0.58 | $0.59 | $0.56 | $0.46 | $0.28 | $0.34 | |
| EPS (Diluted) | $0.68 | $0.48 | $0.38 | $0.37 | $0.19 | $0.35 | $0.31 | $0.63 | $0.62 | $0.46 | $0.56 | $0.58 | $0.55 | $0.44 | $0.27 | $0.34 | |
| Shares (Basic) | 82,189,734 | 81,756,604 | · | 81,543,105 | 81,441,511 | 81,472,351 | · | 81,089,476 | 81,791,792 | 81,661,972 | · | 81,418,800 | 81,439,691 | 80,460,897 | · | 79,777,987 | |
| Shares (Diluted) | 83,721,199 | 83,179,954 | · | 82,952,049 | 82,956,213 | 83,351,536 | · | 83,107,077 | 83,786,222 | 84,044,670 | · | 83,393,054 | 83,469,581 | 82,860,958 | · | 80,938,074 | |
| EBITDA | $69M | $78M | · | $44M | $24M | $54M | · | $66M | $67M | $60M | · | $65M | $55M | $54M | · | $37M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q4 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 | $13.0K | $13.0K | $13.0K | $1M | $14.0K | $994.0K | $14.0K | $15.0K | $13.0K | $8M | · | $212.0K | $5M | $3M | · | $11M | |
| Receivables | $361M | $290M | $314M | $266M | $171M | $165M | $147M | $144M | $149M | $110M | · | $160M | $154M | $161M | $127M | $134M | |
| Inventory | $331M | $313M | $261M | $251M | $235M | $199M | $187M | $178M | $183M | $196M | · | $215M | $215M | $200M | · | $177M | |
| Prepaid Expense | $12M | $21M | $18M | $8M | $7M | $9M | $7M | $3M | $6M | $7M | · | $3M | $4M | $6M | · | $2M | |
| Current Assets | $995M | $944M | $869M | $759M | $654M | $572M | $488M | $428M | $423M | $392M | · | $425M | $424M | $384M | · | $336M | |
| PP&E (Net) | $683M | $655M | $631M | $592M | $559M | $552M | $510M | $428M | $413M | $391M | · | $357M | $347M | $325M | · | $296M | |
| PP&E (Gross) | $1.08B | $1.04B | $1.00B | $947M | $898M | $877M | $820M | $726M | $701M | $685M | · | $632M | $611M | $579M | · | $539M | |
| Accum. Depreciation | $398M | $380M | $373M | $356M | $339M | $325M | $310M | $298M | $288M | $294M | · | $275M | $264M | $254M | · | $242M | |
| Goodwill | · | · | · | · | · | · | · | · | $82M | $82M | · | $82M | $82M | $82M | · | $82M | |
| Intangibles | $86M | $90M | $84M | $82M | $80M | $79M | $78M | $77M | $76M | $71M | · | $62M | $63M | $64M | · | $66M | |
| Other Non-current Assets | $2M | $2M | $2M | · | · | · | $242.0K | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Accounts Payable | $172M | $160M | $110M | $110M | $82M | $77M | $45M | $27M | $29M | $15M | · | $30M | $32M | $30M | · | $49M | |
| Accrued Liabilities | $138M | $137M | $132M | $120M | $95M | $97M | $99M | $96M | $85M | $93M | · | $91M | $101M | $86M | · | $62M | |
| Current Liabilities | $330M | $360M | $331M | $250M | $211M | $207M | $175M | $140M | $141M | $125M | · | $140M | $154M | $138M | · | $142M | |
| Capital Leases | $14M | $15M | $16M | $15M | $16M | $13M | $14M | $14M | $14M | $15M | · | $11M | $6M | $6M | · | $1M | |
| Deferred Tax | $38M | $35M | $30M | $22M | · | $5M | $0 | $2M | $6M | $5M | · | $15M | $14M | $20M | · | $31M | |
| Other Non-current Liabilities | $29M | $27M | $23M | · | · | · | $21M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $330.0K | $327.0K | $327.0K | $326.0K | $326.0K | $325.0K | $326.0K | $325.0K | $324.0K | $329.0K | · | $325.0K | $218.0K | $217.0K | · | $213.0K | |
| Paid-in Capital | $100M | $72M | $64M | $56M | $49M | $39M | $69M | $59M | $49M | $139M | · | $110M | $129M | $117M | · | $88M | |
| Retained Earnings | $910M | $862M | $830M | $806M | $784M | $777M | $755M | $737M | $691M | $645M | · | $572M | $531M | $492M | · | $436M | |
| Stockholders' Equity | $1.01B | $934M | $895M | $863M | $833M | $816M | $825M | $797M | $740M | $785M | $735M | $682M | $660M | $609M | $561M | $524M | |
| Liabilities + Equity | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Shares Outstanding | 82,448,037 | 81,851,483 | 81,691,075 | 81,593,092 | 81,509,387 | 81,348,131 | 81,436,594 | 81,246,902 | 80,950,856 | 82,117,680 | · | 81,231,513 | 54,379,324 | 54,201,863 | · | 53,214,971 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q4 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 | · | $21M | $20M | $20M | $20M | $19M | $18M | $17M | $14M | $13M | $13M | $12M | $11M | $10M | $9M | $9M | |
| Stock-based Comp | · | $8M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Deferred Tax | $5M | $5M | $8M | $25M | $-8M | $6M | $-2M | $-4M | $781.0K | $-740.0K | $-3M | $521.0K | $-5M | $921.0K | $-13M | $-436.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $902.0K | $901.0K | $902.0K | $901.0K | $902.0K | |
| Other Non-cash | · | $-39M | · | · | · | $-67M | · | · | · | $37M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | · | $34M | $19M | $12M | $-22M | $-9M | $845.0K | $64M | $36M | $92M | $52M | $47M | $55M | $5M | $18M | $45M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $22M | $32M | $29M | · | $14M | |
| Investing Cash Flow | · | $-51M | $-54M | $-49M | $-39M | $-50M | $-99M | $-38M | $-37M | $-39M | $-27M | $-22M | $-32M | $-29M | $-12M | $-14M | |
| Dividends Paid | · | $8M | $8M | $8M | $8M | $8M | $7M | $6M | $7M | $7M | $6M | $7M | $7M | $6M | $13M | $10M | |
| Financing Cash Flow | · | $17M | $33M | $38M | $60M | $55M | $98M | $-31M | $-15M | $-34M | $-39M | $-30M | $1M | $21M | $-11M | $-38M | |
| Net Change in Cash | · | · | · | $946.0K | $-1M | $-4M | · | $-5M | $-16M | $19M | · | $-5M | $25M | $-3M | · | $-7M | |
| Taxes Paid | $2M | $28.0K | · | · | $12M | $538.0K | $9M | $12M | $28M | $311.0K | $18M | $12M | $33M | $172.0K | · | $3M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $-24M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q4 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 | 24.3% | 25.1% | · | 27.8% | 26.6% | 26.8% | · | 34.9% | 36.1% | 35.2% | · | 37.2% | 33.1% | 29.0% | · | 27.0% | |
| Operating Margin | 11.0% | 11.5% | · | 11.3% | 7.6% | 10.9% | · | 20.0% | 21.4% | 17.9% | · | 20.7% | 19.3% | 16.6% | · | 15.1% | |
| Net Margin | 9.0% | 8.0% | · | 8.0% | 5.0% | 9.1% | · | 16.1% | 16.7% | 14.9% | · | 15.4% | 16.1% | 13.8% | · | 11.3% | |
| Pretax Margin | 10.0% | 10.5% | · | 10.0% | 6.3% | 10.1% | · | 19.7% | 21.4% | 17.9% | · | 20.3% | 18.8% | 16.2% | · | 14.8% | |
| EBITDA Margin | 11.0% | 15.7% | · | 11.3% | 7.6% | 16.8% | · | 20.0% | 21.4% | 23.1% | · | 20.7% | 19.3% | 20.5% | · | 15.1% | |
| ROA | 3.5% | · | · | 2.4% | 1.3% | 2.6% | · | 5.3% | 5.4% | 4.3% | · | 5.6% | 5.3% | 4.6% | · | 4.2% | |
| ROE | 6.2% | · | · | 3.7% | 2.0% | 3.7% | · | 7.1% | 7.5% | 5.6% | · | 8.0% | 7.9% | 6.8% | · | 5.9% | |
| ROIC | 6.2% | · | · | 4.0% | 2.2% | 3.9% | · | 6.7% | 7.1% | 5.0% | · | 7.2% | 7.1% | 6.2% | · | 5.4% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q4 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 | 3.0 | · | · | 3.0 | 3.1 | 2.8 | · | 3.1 | 3.0 | 3.1 | · | 3.0 | 2.8 | 2.8 | · | 2.4 | |
| Quick Ratio | 1.1 | · | · | 1.1 | 0.8 | 0.8 | · | 1.0 | 1.1 | 0.9 | · | 1.1 | 1.0 | 1.2 | · | 1.0 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q4 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 | 0.4 | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | |
| Inventory Turnover | 1.7 | · | · | 1.3 | 1.1 | 1.2 | · | 1.1 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.1 | · | 1.3 | |
| Receivables Turnover | 2.4 | · | · | 1.9 | 1.9 | 2.3 | · | 2.2 | 2.1 | 1.9 | · | 2.1 | 2.0 | 1.9 | · | 2.5 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q4 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 | $12.26 | · | · | $10.58 | $10.22 | $10.03 | · | $9.81 | $9.15 | $9.56 | · | $8.40 | $12.14 | $11.24 | · | $9.84 | |
| Revenue / Share | $7.49 | $5.97 | · | $4.63 | $3.76 | $3.86 | · | $3.94 | $3.74 | $3.12 | · | $3.74 | $5.10 | $4.81 | · | $4.50 | |
| Cash Flow / Share | · | $0.41 | · | · | · | $-0.11 | · | · | · | $1.10 | · | · | · | $0.09 | · | · | |
| Cash / Share | $0.00 | · | · | $0.01 | $0.00 | $0.01 | · | $0.00 | $0.00 | $0.10 | · | $0.00 | $0.10 | $0.05 | · | $0.20 | |
| Dividend / Share | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.16 | $0.13 | |
| Dividend Paid / Share | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.26 | |
| EPS (TTM) | $1.91 | $1.39 | $1.29 | · | · | · | · | $2.27 | $2.22 | $2.15 | · | $1.84 | $1.60 | $1.35 | · | $0.73 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q4 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 | $1.93B | $1.51B | $1.44B | · | · | · | · | $1.21B | $1.19B | $1.16B | · | $1.12B | $1.05B | $972M | · | $770M | |
| Net Income TTM | $159M | $115M | $108M | · | · | · | · | $191M | $186M | $180M | · | $169M | $149M | $119M | · | $68M | |
| Market Cap | $10.46B | · | · | $7.62B | $6.01B | $6.36B | · | $8.76B | $7.06B | $7.23B | · | $4.62B | $3.44B | $3.49B | · | $1.91B | |
| P/E | 66.4 | 59.5 | 59.1 | · | · | · | · | 47.5 | 39.3 | 41.0 | · | 30.9 | 39.5 | 47.7 | · | 49.2 | |
| P/S | 5.4 | · | · | · | · | · | · | 7.2 | 5.9 | 6.2 | · | 4.1 | 3.3 | 3.6 | · | 2.5 | |
| P/B | 10.4 | · | · | 8.8 | 7.2 | 7.8 | · | 11.0 | 9.5 | 9.2 | · | 6.8 | 5.2 | 5.7 | · | 3.6 | |
| P / Tangible Book | 11.3 | · | · | 9.8 | 8.0 | 8.6 | · | 12.2 | 12.1 | 11.4 | · | 8.6 | 6.7 | 7.5 | · | 5.1 | |
| P / Cash Flow | · | · | · | · | · | -689.8 | · | · | · | 78.3 | · | · | · | 724.4 | · | · | |
| Dividend Yield | 0.31% | · | · | · | · | · | · | 0.30% | 0.38% | 0.37% | · | 0.71% | 1.1% | 0.84% | · | 1.1% | |
| Earnings Yield | 1.5% | 1.7% | 1.7% | · | · | · | · | 2.1% | 2.5% | 2.4% | · | 3.2% | 2.5% | 2.1% | · | 2.0% | |
| Payout Ratio | · | 20.5% | · | · | · | 27.6% | · | · | · | 16.8% | · | · | · | 17.5% | · | · | |
| Annual Payout | $33M | · | $33M | · | · | · | · | $26M | $27M | $27M | · | $33M | $36M | $29M | · | $20M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.44B | $1.20B | $1.17B | $889M | $535M |
| Margen Bruto % | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% |
| Margen Operativo % | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% |
| Beneficio neto | $108M | $169M | $178M | $100M | $59M |
| EPS Diluido | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 |
| Ratio Rápido | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | · | · | · | $7M | $6M |
Propietarios institucionales (13F) 508 declarantes · $8.6B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 110 (+43 vs trimestre anterior) | 33 (-17 vs trimestre anterior) | 130 (-21 vs trimestre anterior) | 176 (+43 vs trimestre anterior) | -6.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $848 216 565 | 6 686 241 | 9,86% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $732 296 306 | 5 772 476 | 8,51% | Acciones |
| VANGUARD GROUP INC | $487 733 201 | 6 396 501 | 5,67% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $396 027 869 | 3 121 771 | 4,60% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372 820 735 | 2 938 836 | 4,33% | Acciones |
| STATE STREET CORP | $333 061 123 | 2 625 540 | 3,87% | Acciones |
| FIRST TRUST ADVISORS LP | $200 333 319 | 1 579 172 | 2,33% | Acciones |
| BLAIR WILLIAM & CO/IL | $194 531 388 | 1 533 434 | 2,26% | Acciones |
| WASATCH ADVISORS LP | $187 686 765 | 2 268 118 | 2,18% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $181 822 322 | 1 432 938 | 2,11% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $171 633 300 | 1 352 956 | 1,99% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $152 338 830 | 1 200 842 | 1,77% | Acciones |
| MORGAN STANLEY | $142 262 736 | 1 121 413 | 1,65% | Acciones |
| Capital World Investors | $139 893 977 | 1 102 743 | 1,63% | Acciones |
| FRANKLIN RESOURCES INC | $129 898 925 | 1 023 955 | 1,51% | Acciones |
| Conestoga Capital Advisors, LLC | $128 867 519 | 1 015 825 | 1,50% | Acciones |
| JANE STREET GROUP, LLC | $123 553 140 | 973 933 | 1,44% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $116 400 466 | 917 551 | 1,35% | Acciones |
| Pictet Asset Management Holding SA | $112 111 256 | 883 740 | 1,30% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $111 503 652 | 878 950 | 1,30% | Acciones |
| Mawer Investment Management Ltd. | $108 487 247 | 855 173 | 1,26% | Acciones |
| Spyglass Capital Management LLC | $98 523 155 | 776 629 | 1,15% | Acciones |
| Copeland Capital Management, LLC | $95 169 903 | 750 196 | 1,11% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91 894 340 | 724 376 | 1,07% | Acciones |
| NORTHERN TRUST CORP | $89 003 072 | 701 585 | 1,03% | Acciones |
| BOKF, NA | $86 467 522 | 681 598 | 1,00% | Acciones |
| Stephens Investment Management Group LLC | $81 603 456 | 643 256 | 0,95% | Acciones |
| AMERIPRISE FINANCIAL INC | $81 119 949 | 639 442 | 0,94% | Acciones |
| FMR LLC | $79 182 222 | 624 170 | 0,92% | Acciones |
| BAMCO INC /NY/ | $69 062 838 | 544 402 | 0,80% | Acciones |
| NORGES BANK | $66 288 029 | 522 529 | 0,77% | Acciones |
| CITIGROUP INC | $63 040 667 | 496 931 | 0,73% | Acciones |
| BROWN ADVISORY INC | $62 101 370 | 489 527 | 0,72% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $55 921 918 | 440 816 | 0,65% | Acciones |
| Bank of New York Mellon Corp | $55 284 046 | 435 788 | 0,64% | Acciones |
| BANK OF AMERICA CORP /DE/ | $53 657 487 | 422 966 | 0,62% | Acciones |
| UBS Group AG | $50 392 344 | 397 228 | 0,59% | Acciones |
| JPMORGAN CHASE & CO | $49 705 761 | 392 250 | 0,58% | Acciones |
| ROYCE & ASSOCIATES LP | $48 866 218 | 385 198 | 0,57% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $47 595 081 | 375 178 | 0,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $46 761 683 | 368 608 | 0,54% | Acciones |
| SEI INVESTMENTS CO | $46 392 603 | 365 700 | 0,54% | Acciones |
| Champlain Investment Partners, LLC | $45 877 777 | 361 641 | 0,53% | Acciones |
| Impax Asset Management Group plc | $43 533 851 | 343 165 | 0,51% | Acciones |
| Amundi | $42 951 673 | 338 393 | 0,50% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41 423 000 | 326 523 | 0,48% | Acciones |
| D. E. Shaw & Co., Inc. | $39 736 104 | 313 228 | 0,46% | Acciones |
| Pembroke Management, LTD | $37 652 809 | 296 806 | 0,44% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $37 258 082 | 293 694 | 0,43% | Acciones |
| FEDERATED HERMES, INC. | $35 986 249 | 283 669 | 0,42% | Acciones |
Informantes de la empresa 40 insiders · 11 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew Joseph Tobolski | Chief Executive Officer | 13 de mayo de 2026 S | 114 371 | 0 | 1 | $-1 082 960 |
| Chung Kin Cheung | Chief Financial Officer | 20 de abril de 2026 A | 17 541 | 0 | 0 | $0 |
| Scott M Asbjornson | Vice President, Finance & CFO | 16 de mayo de 2021 D | 845 094 | 0 | 0 | $0 |
| Matthew Shaub | Executive Vice President | 28 de agosto de 2026 P | 3 136 | 1 | 0 | $34 924 |
| Rebecca Thompson | Chief Accounting Officer | 2 de junio de 2026 S | 0 | 0 | 9 | $-8 277 639 |
| Gordon Douglas Wichman | Executive Vice President | 26 de mayo de 2026 M | 10 997 | 0 | 1 | $-421 170 |
| Casey Kidwell | Chief Administration Officer | 14 de mayo de 2026 M | 13 463 | 0 | 5 | $-906 320 |
| Sam Neale | Vice President | 13 de marzo de 2018 M | 28 528 | 0 | 0 | $0 |
| Kathy I Sheffield | Sr. Vice President Admin/Treas | 30 de noviembre de 2017 F | 22 072 | 0 | 0 | $0 |
| Robert G Fergus | Vice President | 4 de enero de 2017 F | 23 095 | 0 | 0 | $0 |
| John B Johnson JR | Secretary | 20 de mayo de 2014 A | 29 750 | 0 | 0 | $0 |
| David Raymond Stewart | Consejero | 15 de septiembre de 2026 P | 4 000 | 1 | 0 | $74 660 |
| Robert L. Buttermore | Consejero | 1 de septiembre de 2026 A | 1 284 | 0 | 0 | $0 |
| Patrick John Jermain | Consejero | 1 de septiembre de 2026 A | 1 284 | 0 | 0 | $0 |
| Norman H Asbjornson | Consejero | 1 de septiembre de 2026 G | 11 482 401 | 0 | 0 | $0 |
| Gary D Fields | Consejero | 29 de mayo de 2026 S | 15 252 | 0 | 9 | $-15 640 672 |
| Bruce Ware | Consejero | 12 de mayo de 2026 A | 9 876 | 0 | 0 | $0 |
| Angela Kouplen | Consejero | 12 de mayo de 2026 A | 39 159 | 0 | 0 | $0 |
| Stephen O Leclair | Consejero | 12 de mayo de 2026 A | 31 566 | 0 | 0 | $0 |
| A H Mcelroy II | Consejero | 12 de mayo de 2026 A | 75 380 | 0 | 0 | $0 |
| Paul K Lackey Jr | Consejero | 13 de diciembre de 2021 S | 66 037 | 0 | 0 | $0 |
| Stephen Leclair | Consejero | 11 de mayo de 2021 A | 15 290 | 0 | 0 | $0 |
| Jack E Short | Consejero | 3 de marzo de 2020 S | 27 121 | 0 | 0 | $0 |
| Jerry R Levine | Consejero | 10 de marzo de 2017 S | 221 399 | 0 | 0 | $0 |
| Joseph E Cappy | Consejero | 20 de mayo de 2014 A | 43 987 | 0 | 0 | $0 |
| Caron A Lawhorn | · | 12 de mayo de 2026 A | 18 675 | 0 | 0 | $0 |
| Stephen E Wakefield | · | 30 de enero de 2026 F | 14 274 | 3 | 0 | $484 400 |
| Christopher Douglas Eason | · | 9 de octubre de 2025 J | 2 164 | 0 | 0 | $0 |
| Robert Teis | · | 14 de marzo de 2025 F | 12 697 | 0 | 0 | $0 |
| David E Benson | · | 11 de marzo de 2025 A | 133 053 | 0 | 0 | $0 |
| Xerxes P Gazder | · | 13 de febrero de 2025 J | 2 988 | 0 | 0 | $0 |
| Rony D Gadiwalla | · | 20 de diciembre de 2022 G | 19 426 | 0 | 0 | $0 |
| Larry Gene Stewart | · | 8 de noviembre de 2022 M | 0 | 0 | 0 | $0 |
| Mikel D Crews | · | 12 de agosto de 2020 S | 39 294 | 0 | 0 | $0 |
| David E Knebel | · | 21 de marzo de 2014 M | 69 275 | 0 | 0 | $0 |
| Cc Stephenson JR | · | 19 de mayo de 2009 A | 764 022 | 0 | 0 | $0 |
| Anthony Pantaleoni | · | 23 de noviembre de 2007 G | 81 435 | 0 | 0 | $0 |
| Thomas E Naugle | · | 21 de agosto de 2007 J | 148 765 | 0 | 0 | $0 |
| Jerry E Ryan | · | 31 de mayo de 2006 A | 0 | 0 | 0 | $0 |
| William A Bowen | · | 31 de marzo de 2005 G | 200 529 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 57 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 2,41% | 206 711 NS | 31 de julio de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,79% | 65 508 NS | 31 de julio de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,66% | 77 929 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,56% | 36 176 NS | 31 de julio de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,51% | 1 347 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,45% | 67 084 SH | 19 de agosto de 2026 | Diario |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,30% | 6 148 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,26% | 40 597 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,24% | 922 239 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 109 906 SH | 19 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,20% | 7 317 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,17% | 21 470 SH | 11 de septiembre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,17% | 7 495 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 10 860 NS | 31 de julio de 2026 | N-PORT |
| MADE · iShares Trust | 0,16% | 1 271 SH | 11 de septiembre de 2026 | Diario |
| IWP · iShares Trust | 0,15% | 384 170 SH | 11 de septiembre de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,14% | 10 518 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 29 673 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 999 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 220 717 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 45 516 SH | 11 de septiembre de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,12% | 84 428 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,11% | 1 596 893 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 34 064 SH | 1 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,10% | 780 079 SH | 19 de agosto de 2026 | Diario |
| TRFK · Pacer Funds Trust | 0,09% | 9 866 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,09% | 22 833 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,09% | 13 129 SH | 1 de octubre de 2026 | Diario |
| SMMD · iShares Trust | 0,07% | 36 501 SH | 11 de septiembre de 2026 | Diario |
| IYJ · iShares Trust | 0,07% | 16 248 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 4 167 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 4 583 SH | 1 de octubre de 2026 | Diario |
| IWR · iShares Trust | 0,04% | 279 129 SH | 11 de septiembre de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 107 765 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 153 753 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 5 100 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 6 024 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,02% | 255 884 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 59 289 SH | 11 de septiembre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,01% | 201 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 240 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 16 122 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 210 688 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 56 246 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 11 265 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 690 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 15 401 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 20 587 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 47 494 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 448 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 87 858 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 18 039 SH | 10 de septiembre de 2026 | Diario |
| DGRO · iShares Trust | 0,00% | 20 577 SH | 11 de septiembre de 2026 | Diario |
| IJH · iShares Trust | · | 2 385 819 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 393 974 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 9 324 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 3 063 SH | 11 de septiembre de 2026 | Diario |
AAON Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
4 analistas · 2026-09-30Objetivo medio $134.75 +61,8%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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