AGCO AGCO Corporation Common Stock
AGCO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
AGCO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 14 de agosto de 2026 | $0,3000 |
| 15 de mayo de 2026 | $0,3000 |
| 13 de febrero de 2026 | $0,2900 |
| 14 de noviembre de 2025 | $0,2900 |
| 15 de agosto de 2025 | $0,2900 |
| 15 de mayo de 2025 | $0,2900 |
| 14 de febrero de 2025 | $0,2900 |
| 15 de noviembre de 2024 | $0,2900 |
| 15 de agosto de 2024 | $0,2900 |
| 17 de mayo de 2024 | $2,5000 |
| 14 de mayo de 2024 | $0,2900 |
| 14 de febrero de 2024 | $0,2900 |
| 14 de noviembre de 2023 | $0,2900 |
| 14 de agosto de 2023 | $0,2900 |
| 18 de mayo de 2023 | $5,0000 |
| 12 de mayo de 2023 | $0,2900 |
| 14 de febrero de 2023 | $0,2400 |
| 14 de noviembre de 2022 | $0,2400 |
| 12 de agosto de 2022 | $0,2400 |
| 19 de mayo de 2022 | $4,5000 |
AGCO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 17,4%
- Compra 6 26,1%
- Mantener 11 47,8%
- Venta 2 8,7%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
15 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.43 | $1.51 | -0.08% |
| 31 de marzo de 2026 | $0.94 | $0.45 | 0.49% |
| 31 de diciembre de 2025 | $2.17 | $1.89 | 0.28% |
| 30 de septiembre de 2025 | $1.35 | $1.24 | 0.11% |
| 30 de junio de 2025 | $1.35 | $1.10 | 0.25% |
| 31 de marzo de 2025 | $0.41 | $0.09 | 0.32% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AGCO | $7.58B | 10.7 | -13.6% | 7.2% | 18.1% | 25.5% |
| DE | $124.82B | 25.0 | -11.7% | 11.0% | 20.8% | — |
| TTC | $7.32B | 23.6 | -1.6% | 7.0% | 21.6% | 33.4% |
| ALG | $2.03B | 19.5 | -1.5% | 6.5% | 9.2% | 24.8% |
| LNN | — | 20.2 | 11.4% | 10.9% | 14.1% | 31.2% |
| TWI | $501M | -7.8 | -0.95% | -3.5% | -12.6% | 13.9% |
| FLZH | — | — | — | — | — | — |
| RYM | $46M | -1.3 | 95916.7% | -192.4% | -195.7% | 59.0% |
| ARTW | $12M | 11.8 | -6.2% | 4.5% | 8.2% | 27.3% |
| HYFM | $7M | -0.0 | -29.4% | -215.9% | -440.0% | 11.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.08B | $11.66B | $14.41B | $12.65B | $11.14B | $9.15B | $9.04B | $9.35B | $8.31B | $7.41B | $7.47B | $9.72B | |
| Cost of Revenue | $7.52B | $8.76B | $10.63B | $9.65B | $8.57B | $7.09B | $7.06B | $7.36B | $6.54B | $5.89B | $5.91B | $7.66B | |
| Gross Profit | $2.57B | $2.90B | $3.78B | $3.00B | $2.57B | $2.06B | $1.98B | $2.00B | $1.77B | $1.52B | $1.56B | $2.07B | |
| R&D Expense | $374M | $381M | $421M | $315M | $273M | $343M | $343M | $355M | $323M | $298M | $282M | $337M | |
| SG&A Expense | $1.31B | $1.40B | $1.45B | $1.19B | $1.09B | $1.00B | $1.04B | $1.07B | $965M | $865M | $852M | $995M | |
| Operating Income | $596M | $-122M | $1.70B | $1.27B | $1.00B | $600M | $348M | $489M | $404M | $287M | $361M | $646M | |
| Interest Expense | · | · | $69M | $46M | $25M | $25M | $29M | $62M | $54M | $65M | $64M | $72M | |
| Interest Income | $57M | $66M | $64M | $33M | $19M | $10M | $9M | $8M | $9M | $13M | $19M | $14M | |
| Other Non-op | $73M | $-218M | $-362M | $-145M | $-50M | $-23M | $-67M | $-75M | $-76M | $-30M | $-36M | $-49M | |
| Pretax Income | $602M | $-434M | $1.33B | $1.11B | $944M | $562M | $261M | $360M | $284M | $205M | $279M | $539M | |
| Income Tax | $-77M | $98M | $230M | $297M | $108M | $188M | $181M | $111M | $134M | $92M | $72M | $188M | |
| Net Income | $726M | $-425M | $1.17B | $890M | $897M | $427M | $125M | $286M | $186M | $160M | $266M | $410M | |
| EPS (Basic) | $9.76 | $-5.69 | $15.66 | $11.92 | $11.93 | $5.69 | $1.64 | $3.62 | $2.34 | $1.97 | $3.06 | $4.39 | |
| EPS (Diluted) | $9.75 | $-5.69 | $15.63 | $11.87 | $11.85 | $5.65 | $1.63 | $3.58 | $2.32 | $1.96 | $3.06 | $4.36 | |
| Shares (Basic) | 74,400,000 | 74,600,000 | 74,800,000 | 74,600,000 | 75,200,000 | 75,000,000 | 76,200,000 | 78,800,000 | 79,500,000 | 81,400,000 | 87,000,000 | 93,400,000 | |
| Shares (Diluted) | 74,500,000 | 74,700,000 | 74,900,000 | 74,900,000 | 75,700,000 | 75,600,000 | 77,000,000 | 79,700,000 | 80,200,000 | 81,700,000 | 87,100,000 | 94,200,000 | |
| EBITDA | $596M | $-122M | $1.70B | $1.27B | $1.00B | $600M | $348M | $489M | $403M | $288M | $361M | $646M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $862M | $613M | $596M | $790M | $889M | $1.12B | $433M | $326M | $368M | $430M | $427M | $364M | |
| Inventory | $2.71B | $2.73B | $3.44B | $3.19B | $2.59B | $1.97B | $2.08B | $1.91B | $1.87B | $1.51B | $1.42B | $1.75B | |
| Other Current Assets | $546M | $527M | $699M | $539M | $540M | $419M | $417M | $422M | $368M | $331M | $211M | $232M | |
| Current Assets | $5.20B | $5.14B | $6.34B | $5.74B | $5.01B | $4.37B | $3.73B | $3.54B | $3.63B | $3.17B | $2.90B | $3.31B | |
| PP&E (Net) | · | · | · | $1.59B | $1.46B | $1.51B | $1.42B | $1.37B | $1.49B | $1.36B | $1.35B | $1.53B | |
| PP&E (Gross) | · | · | · | $4.03B | $3.89B | $3.99B | $3.63B | $3.43B | $3.46B | $3.04B | $2.83B | $2.97B | |
| Accum. Depreciation | · | · | · | $2.44B | $2.43B | $2.48B | $2.21B | $2.06B | $1.98B | $1.68B | $1.48B | $1.44B | |
| Goodwill | $1.90B | $1.82B | $1.33B | $1.31B | $1.28B | $1.31B | $1.30B | $1.50B | $1.54B | $1.38B | $1.11B | $1.19B | |
| Intangibles | $673M | $729M | $309M | $364M | $392M | $456M | $502M | $573M | $649M | $607M | $508M | $554M | |
| Other Non-current Assets | $481M | $435M | $347M | $269M | $293M | $180M | $153M | $142M | $147M | $143M | $136M | $141M | |
| Total Assets | $11.93B | $11.19B | $11.42B | $10.10B | $9.18B | $8.50B | $7.76B | $7.63B | $7.97B | $7.17B | $6.50B | $7.36B | |
| Accounts Payable | $951M | $813M | $1.21B | $1.39B | $1.08B | $855M | $915M | $866M | $918M | $723M | $626M | $670M | |
| Accrued Liabilities | $2.54B | $2.47B | $2.90B | $2.27B | $2.06B | $1.92B | $1.65B | $1.52B | $1.41B | $1.16B | $1.11B | $1.24B | |
| Short-term Debt | · | · | · | $9M | $91M | $34M | $150M | $138M | $91M | · | · | · | |
| Current Liabilities | $3.73B | $3.83B | $4.34B | $4.09B | $3.45B | $3.36B | $2.88B | $2.77B | $2.65B | $2.14B | $2.19B | $2.22B | |
| Capital Leases | $122M | $128M | $134M | $125M | $116M | $126M | $149M | $0 | · | · | · | · | |
| Deferred Tax | $126M | $125M | $123M | $112M | $117M | $112M | $107M | $116M | $130M | $112M | $86M | $212M | |
| Other Non-current Liabilities | $885M | $680M | $616M | $473M | $431M | $375M | $289M | $251M | $230M | $194M | $184M | $177M | |
| Total Liabilities | $7.36B | $7.15B | $6.76B | $6.22B | $5.74B | $5.49B | $4.85B | $4.63B | $4.88B | $4.33B | $3.61B | $3.87B | |
| Long-term Debt | $2.38B | $2.56B | $1.38B | $1.45B | $1.41B | $1.58B | $1.19B | $1.35B | $1.71B | $1.70B | $1.23B | $1.09B | |
| Total Debt | $2.32B | $2.23B | $1.38B | $1.46B | $1.50B | $1.62B | $1.35B | $1.46B | $1.71B | $1.70B | $1.02B | $1.09B | |
| Common Stock | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $800.0K | $800.0K | $800.0K | $800.0K | $800.0K | $800.0K | $900.0K | |
| Retained Earnings | $6.05B | $5.64B | $6.36B | $5.65B | $5.18B | $4.76B | $4.44B | $4.48B | $4.25B | $4.11B | $4.00B | $3.77B | |
| AOCI | $-1.77B | $-1.90B | $-1.71B | $-1.80B | $-1.77B | $-1.81B | $-1.60B | $-1.56B | $-1.36B | $-1.44B | $-1.46B | $-906M | |
| Stockholders' Equity | $4.27B | $3.74B | $4.66B | $3.88B | $3.42B | $2.98B | $2.85B | $2.93B | $3.03B | $2.78B | $2.84B | $3.45B | |
| Liabilities + Equity | $11.93B | $11.19B | $11.42B | $10.10B | $9.18B | $8.50B | $7.76B | $7.63B | $7.97B | $7.17B | $6.50B | $7.37B | |
| Shares Outstanding | 72,629,310 | 74,420,952 | 74,517,973 | 74,600,815 | 74,441,312 | 74,962,231 | 75,471,562 | 76,536,755 | 79,465,393 | 79,465,393 | 83,814,809 | 89,146,093 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $28M | $18M | $46M | $34M | $27M | $38M | $41M | $46M | $38M | $18M | $12M | $-11M | |
| Deferred Tax | $-366M | $-103M | $-264M | $-58M | $-118M | $3M | $15M | $-15M | $-14M | $2M | $-27M | $4M | |
| Amort. of Intangibles | $71M | $81M | $58M | $60M | $61M | $60M | $61M | $65M | $57M | $51M | $43M | $41M | |
| Restructuring | $46M | $158M | $12M | $6M | $15M | $20M | $9M | $12M | $11M | $12M | $22M | $46M | |
| Operating Cash Flow | $988M | $690M | $1.10B | $838M | $660M | $896M | $696M | $596M | $578M | $370M | $524M | $438M | |
| CapEx | $248M | $393M | $518M | $388M | $270M | $270M | $273M | $203M | $204M | $201M | $211M | $302M | |
| Investing Cash Flow | $-28M | $-1.65B | $-546M | $-497M | $-288M | $-242M | $-272M | $-206M | $-494M | $-598M | $-241M | $-433M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $1.95B | $1.69B | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $1.95B | $1.69B | |
| Stock Repurchased | $250M | $22M | $53M | $0 | $135M | $55M | $130M | $184M | $0 | $212M | $288M | $500M | |
| Net Stock Activity | $-250M | $-22M | $-53M | $0 | $-135M | $-55M | $-130M | $-184M | $0 | $-212M | $-288M | $-500M | |
| Dividends Paid | $86M | $273M | $457M | $404M | $358M | $48M | $48M | $47M | $44M | $42M | $42M | $41M | |
| Financing Cash Flow | $-729M | $1.05B | $-672M | $-407M | $-540M | $23M | $-313M | $-413M | $-177M | $236M | $-153M | $-662M | |
| Net Change in Cash | $249M | $17M | $-194M | $-100M | $-230M | $686M | $107M | $-42M | $-62M | $3M | $63M | $-684M | |
| Taxes Paid | $283M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $740M | $297M | $585M | $450M | $390M | $627M | $422M | $393M | $374M | $168M | $313M | $137M | |
| Levered FCF | · | · | $528M | $416M | $368M | $610M | $414M | $350M | $345M | $133M | $265M | $90M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 25.5% | 24.9% | 26.2% | 23.7% | 23.1% | 22.5% | 21.9% | 21.3% | 21.2% | 20.4% | 20.9% | 21.2% | |
| Operating Margin | 5.9% | -1.1% | 11.8% | 10.0% | 9.0% | 6.6% | 3.9% | 5.2% | 4.9% | 3.9% | 4.8% | 6.7% | |
| Net Margin | 7.2% | -3.6% | 8.1% | 7.0% | 8.1% | 4.7% | 1.4% | 3.0% | 2.2% | 2.2% | 3.6% | 4.2% | |
| Pretax Margin | 6.0% | -3.7% | 9.2% | 8.8% | 8.5% | 6.1% | 2.9% | 3.9% | 3.4% | 2.8% | 3.7% | 5.5% | |
| EBITDA Margin | 5.9% | -1.1% | 11.8% | 10.0% | 9.0% | 6.6% | 3.9% | 5.2% | 4.9% | 3.9% | 4.8% | 6.7% | |
| ROA | 6.3% | -3.8% | 10.9% | 9.2% | 10.1% | 5.2% | 1.6% | 3.7% | 2.5% | 2.3% | 3.8% | 5.2% | |
| ROE | 18.1% | -10.1% | 27.4% | 24.4% | 28.1% | 14.6% | 4.3% | 9.6% | 6.4% | 5.7% | 8.5% | 11.0% | |
| ROIC | 10.2% | -2.5% | 23.3% | 17.3% | 18.0% | 8.7% | 2.5% | 7.7% | 4.5% | 3.5% | 6.9% | 9.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.5 | 1.4 | 1.5 | 1.3 | 1.3 | 1.3 | 1.4 | 1.5 | 1.3 | 1.6 | |
| Quick Ratio | 0.2 | 0.2 | 0.1 | 0.2 | 0.3 | 0.3 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | |
| Debt / Equity | 0.5 | 0.6 | 0.3 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.4 | 0.3 | |
| LT Debt / Equity | 0.5 | 0.6 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | 0.3 | 0.3 | |
| Interest Coverage | · | · | 24.7 | 27.5 | 39.4 | 24.1 | 12.1 | 7.9 | 7.4 | 4.4 | 5.6 | 9.0 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | 1.3 | 1.3 | 1.3 | 1.1 | 1.2 | 1.2 | 1.1 | 1.1 | 1.1 | 1.2 | |
| Inventory Turnover | 2.8 | 2.8 | 3.2 | 3.3 | 3.8 | 3.5 | 3.5 | 3.9 | 3.9 | 4.0 | 3.7 | 4.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -13.6% | -19.1% | 13.9% | 13.6% | 21.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.3% | 1.5% | 16.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | 31.7% | 0.17% | 109.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -6.3% | · | 40.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | 31.7% | -0.82% | 110.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -6.5% | · | 40.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.08B | $11.66B | $14.41B | $12.65B | $11.14B | $9.15B | $9.04B | $9.35B | $8.31B | $7.41B | $7.47B | $9.72B | |
| Net Income TTM | $726M | $-425M | $1.17B | $890M | $897M | $427M | $125M | $286M | $186M | $160M | $266M | $410M | |
| Market Cap | $7.58B | $6.96B | $9.05B | $10.35B | $8.64B | $7.73B | $5.83B | $4.26B | $5.68B | $4.60B | $3.80B | $4.03B | |
| Enterprise Value | $9.04B | $8.58B | $9.83B | $11.02B | $9.25B | $8.23B | $6.74B | $5.39B | $7.03B | $5.86B | $4.40B | $4.76B | |
| P/E | 10.7 | -16.4 | 7.8 | 11.7 | 9.8 | 18.2 | 47.4 | 15.6 | 30.8 | 29.5 | 14.8 | 10.4 | |
| P/S | 0.8 | 0.6 | 0.6 | 0.8 | 0.8 | 0.8 | 0.6 | 0.5 | 0.7 | 0.6 | 0.5 | 0.4 | |
| P/B | 1.8 | 1.9 | 1.9 | 2.7 | 2.5 | 2.6 | 2.0 | 1.5 | 1.9 | 1.7 | 1.3 | 1.2 | |
| P / Tangible Book | 4.5 | 5.8 | 3.0 | 4.7 | 5.0 | 6.3 | · | · | · | · | · | · | |
| P / Cash Flow | 7.7 | 10.1 | 8.2 | 12.3 | 13.1 | 8.6 | 8.4 | 7.2 | 9.8 | 12.4 | 7.3 | 9.2 | |
| P / FCF | 10.2 | 23.5 | 15.5 | 23.0 | 22.1 | 12.3 | 13.8 | 10.9 | 15.2 | 27.3 | 12.2 | 29.4 | |
| EV / EBITDA | 15.2 | -70.2 | 5.8 | 8.7 | 9.2 | 13.7 | 19.4 | 11.0 | 17.4 | 20.3 | 12.2 | 7.4 | |
| EV / FCF | 12.2 | 28.9 | 16.8 | 24.5 | 23.7 | 13.1 | 16.0 | 13.7 | 18.8 | 34.8 | 14.1 | 34.8 | |
| EV / Revenue | 0.9 | 0.7 | 0.7 | 0.9 | 0.8 | 0.9 | 0.7 | 0.6 | 0.8 | 0.8 | 0.6 | 0.5 | |
| Dividend Yield | 1.1% | 3.9% | 5.1% | 3.9% | 4.2% | 0.62% | 0.82% | 1.1% | 0.78% | 0.92% | 1.1% | 1.0% | |
| Earnings Yield | 9.3% | -6.1% | 12.9% | 8.6% | 10.2% | 5.5% | 2.1% | 6.4% | 3.2% | 3.4% | 6.7% | 9.7% | |
| Payout Ratio | 11.9% | -64.3% | 39.1% | 45.5% | 40.0% | 11.2% | 38.3% | 16.5% | 23.9% | 26.6% | 15.8% | 9.9% | |
| Annual Payout | $86M | $273M | $457M | $404M | $358M | $48M | $48M | $47M | $44M | $42M | $42M | $41M |
Estado de resultados 15
| Métrica | Tendencia | 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 | $2.61B | $2.34B | $2.92B | $2.48B | $2.63B | $2.05B | $2.89B | $2.60B | $3.25B | $2.93B | $3.80B | $3.46B | $3.82B | $3.33B | $3.90B | $3.12B | |
| Cost of Revenue | $1.96B | $1.76B | $2.18B | $1.83B | $1.98B | $1.53B | $2.20B | $2.00B | $2.41B | $2.16B | $2.82B | $2.52B | $2.82B | $2.48B | $2.96B | $2.38B | |
| Gross Profit | $646M | $581M | $741M | $646M | $659M | $521M | $689M | $603M | $838M | $770M | $983M | $934M | $1.01B | $855M | $941M | $739M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | · | $23M | $140M | $139M | $120M | $3M | $105M | |
| SG&A Expense | $336M | $339M | $316M | $341M | $326M | $326M | $323M | $344M | $380M | $350M | $417M | $356M | $350M | $332M | $328M | $288M | |
| Operating Income | $141M | $81M | $231M | $152M | $164M | $49M | $-269M | $115M | $-242M | $274M | $393M | $424M | $496M | $387M | $466M | $332M | |
| Other Non-op | $-16M | $-26M | $-54M | $208M | $-49M | $-32M | $-50M | $-52M | $-65M | $-51M | $-150M | $-84M | $-78M | $-50M | $-73M | $-33M | |
| Pretax Income | $108M | $39M | $162M | $344M | $97M | $-1M | $-346M | $29M | $-337M | $221M | $251M | $334M | $413M | $336M | $388M | $297M | |
| Income Tax | $40M | $5M | $77M | $49M | $-206M | $2M | $-24M | $12M | $42M | $69M | $-76M | $75M | $111M | $120M | $91M | $74M | |
| Net Income | $77M | $55M | $96M | $306M | $315M | $10M | $-256M | $30M | $-367M | $168M | $339M | $281M | $319M | $233M | $322M | $238M | |
| EPS (Basic) | $1.08 | $0.76 | $1.30 | $4.10 | $4.22 | $0.14 | $-3.42 | $0.40 | $-4.92 | $2.25 | $4.54 | $3.75 | $4.26 | $3.11 | $4.32 | $3.19 | |
| EPS (Diluted) | $1.08 | $0.76 | $1.30 | $4.09 | $4.22 | $0.14 | $-3.42 | $0.40 | $-4.92 | $2.25 | $4.53 | $3.74 | $4.26 | $3.10 | $4.29 | $3.18 | |
| Shares (Basic) | 71,100,000 | 72,500,000 | -149,400,000 | 74,600,000 | 74,600,000 | 74,600,000 | -149,200,000 | 74,600,000 | 74,600,000 | 74,600,000 | -149,900,000 | 74,900,000 | 74,900,000 | 74,900,000 | -149,200,000 | 74,600,000 | |
| Shares (Diluted) | 71,200,000 | 72,700,000 | -149,500,000 | 74,700,000 | 74,600,000 | 74,700,000 | -149,400,000 | 74,700,000 | 74,700,000 | 74,700,000 | -150,100,000 | 75,000,000 | 75,000,000 | 75,000,000 | -149,800,000 | 74,900,000 | |
| EBITDA | $141M | $81M | · | $152M | $164M | $49M | · | $115M | $-242M | $274M | · | $424M | $496M | $387M | · | $332M |
Balance general 25
| Métrica | Tendencia | 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 | $573M | $515M | $862M | $884M | $784M | $563M | $613M | $623M | $657M | $2.46B | · | $681M | $464M | $559M | · | $607M | |
| Inventory | $3.01B | $3.00B | $2.71B | $3.08B | $3.10B | $2.96B | $2.73B | $3.44B | $3.50B | $3.78B | · | $3.73B | $3.83B | $3.64B | · | $3.32B | |
| Other Current Assets | $525M | $579M | $546M | $536M | $542M | $533M | $527M | $608M | $583M | $594M | · | $624M | $747M | $597M | · | $594M | |
| Current Assets | $5.34B | $5.34B | $5.20B | $5.72B | $5.63B | $5.29B | $5.14B | $6.54B | $6.64B | $8.37B | · | $6.68B | $6.75B | $6.33B | · | $5.70B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | $1.75B | $1.74B | $1.67B | · | $1.42B | |
| Goodwill | $1.88B | $1.89B | $1.90B | $1.90B | $1.90B | $1.84B | $1.82B | $2.36B | $2.41B | $1.33B | $1.33B | $1.31B | $1.33B | $1.32B | $1.31B | $1.26B | |
| Intangibles | $645M | $663M | $673M | $690M | $713M | $718M | $729M | $589M | $690M | $292M | · | $323M | $341M | $354M | · | $368M | |
| Other Non-current Assets | $455M | $475M | $481M | $512M | $502M | $449M | $435M | $450M | $442M | $396M | · | $315M | $302M | $287M | · | $280M | |
| Total Assets | $11.88B | $12.04B | $11.93B | $12.47B | $12.31B | $11.48B | $11.19B | $13.51B | $13.61B | $13.46B | $11.42B | $11.35B | $11.39B | $10.81B | $10.10B | $9.82B | |
| Accounts Payable | $1.03B | $1.12B | $951M | $987M | $1.06B | $1.01B | $813M | $961M | $1.08B | $1.24B | · | $1.31B | $1.39B | $1.43B | · | $1.17B | |
| Accrued Liabilities | $2.34B | $2.27B | $2.54B | $2.41B | $2.41B | $2.15B | $2.47B | $2.51B | $2.54B | $2.49B | · | $2.51B | $2.45B | $2.14B | · | $1.90B | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | $26M | $56M | $5M | · | $262M | |
| Current Liabilities | $4.04B | $4.13B | $3.73B | $3.63B | $3.80B | $3.46B | $3.83B | $4.28B | $4.36B | $4.21B | · | $4.12B | $4.30B | $3.98B | · | $3.62B | |
| Capital Leases | $112M | $116M | $122M | $123M | $133M | $134M | $128M | $129M | $127M | $133M | · | $128M | $131M | $122M | · | $112M | |
| Deferred Tax | $123M | $124M | $126M | $144M | $140M | $131M | $125M | $120M | $112M | $120M | · | $112M | $116M | $115M | · | $109M | |
| Other Non-current Liabilities | $882M | $894M | $885M | $882M | $842M | $730M | $680M | $686M | $666M | $645M | · | $557M | $530M | $506M | · | $414M | |
| Total Liabilities | $7.51B | $7.45B | $7.36B | $7.67B | $7.84B | $7.37B | $7.15B | $9.02B | $9.06B | $8.70B | · | $7.00B | $7.25B | $6.68B | · | $6.30B | |
| Long-term Debt | $2.64B | $2.48B | $2.38B | $2.73B | $2.83B | $2.83B | $2.56B | $3.96B | $3.86B | $3.70B | · | $2.00B | $2.21B | $1.98B | · | $1.95B | |
| Total Debt | $2.18B | $2.02B | · | $2.73B | $2.76B | $2.76B | · | $3.61B | $3.60B | $3.43B | · | $2.03B | $2.26B | $1.99B | · | $2.21B | |
| Common Stock | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | $700.0K | · | $700.0K | $700.0K | $700.0K | · | $700.0K | |
| Retained Earnings | $5.80B | $6.03B | $6.05B | $6.21B | $5.92B | $5.63B | $5.64B | $5.94B | $5.93B | $6.51B | · | $6.05B | $5.79B | $5.86B | · | $5.35B | |
| AOCI | $-1.73B | $-1.74B | $-1.77B | $-1.73B | $-1.76B | $-1.82B | $-1.90B | $-1.80B | $-1.89B | $-1.75B | · | $-1.74B | $-1.68B | $-1.76B | · | $-1.85B | |
| Stockholders' Equity | $4.08B | $4.30B | $4.27B | $4.49B | $4.17B | $3.81B | $3.74B | $4.15B | $4.05B | $4.76B | · | $4.36B | $4.14B | $4.13B | · | $3.52B | |
| Liabilities + Equity | $11.88B | $12.04B | $11.93B | $12.47B | $12.31B | $11.48B | $11.19B | $13.51B | $13.61B | $13.46B | · | $11.35B | $11.39B | $10.81B | · | $9.82B | |
| Shares Outstanding | 70,002,207 | 72,403,830 | 72,629,310 | 74,623,113 | 74,603,607 | 74,581,953 | 74,420,952 | 74,644,933 | 74,634,538 | 74,618,984 | · | 74,879,816 | 74,876,364 | 74,846,174 | · | 74,598,077 |
Flujo de Efectivo 12
| Métrica | Tendencia | 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 | $18M | $10M | $3M | $7M | $11M | $7M | $-3M | $5M | $8M | $8M | $9M | $10M | $13M | $14M | $9M | $8M | |
| Deferred Tax | · | · | · | · | · | · | $-72M | $-6M | $-18M | $-7M | $-209M | $-33M | $-19M | $-4M | $-64M | $6M | |
| Amort. of Intangibles | $17M | $17M | $17M | $23M | $16M | $15M | $27M | $9M | $32M | $14M | $14M | $14M | $14M | $15M | $15M | $15M | |
| Restructuring | · | · | · | · | · | · | $116M | $10M | $30M | $1M | $4M | $800.0K | $6M | $1M | $1M | $1M | |
| Operating Cash Flow | $165M | $-410M | $764M | $71M | $366M | $-212M | $798M | $26M | $236M | $-370M | $900M | $568M | $192M | $-557M | $1.13B | $271M | |
| CapEx | $57M | $45M | $89M | $69M | $42M | $48M | $114M | $86M | $98M | $95M | $160M | $121M | $112M | $125M | $118M | $131M | |
| Investing Cash Flow | $102M | $-66M | $-110M | $189M | $-57M | $-51M | $531M | $-87M | $-2.00B | $-95M | $-167M | $-111M | $-139M | $-129M | $-116M | $-131M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $21M | $21M | $22M | $22M | $22M | $22M | $22M | $22M | $208M | $22M | $22M | $22M | $396M | $18M | $18M | $18M | |
| Financing Cash Flow | $-206M | $130M | $-676M | $-151M | $-107M | $205M | $-1.31B | $16M | $-2M | $2.34B | $-783M | $-223M | $-127M | $462M | $-877M | $-76M | |
| Net Change in Cash | $58M | $-347M | $-22M | $100M | $221M | $-50M | $-30M | $-35M | $-1.78B | $1.86B | $-85M | $217M | $-95M | $-231M | $182M | $26M | |
| Free Cash Flow | · | $-455M | · | · | · | $-260M | · | · | · | $-465M | · | · | · | $-682M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 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 | 24.8% | 24.8% | · | 26.1% | 25.0% | 25.4% | · | 23.2% | 25.8% | 26.3% | · | 27.0% | 26.3% | 25.7% | · | 23.7% | |
| Operating Margin | 5.4% | 3.4% | · | 6.1% | 6.2% | 2.4% | · | 4.4% | -7.4% | 9.3% | · | 12.3% | 13.0% | 11.6% | · | 10.6% | |
| Net Margin | 3.0% | 2.4% | · | 12.3% | 11.9% | 0.51% | · | 1.1% | -11.3% | 5.7% | · | 8.1% | 8.3% | 7.0% | · | 7.6% | |
| Pretax Margin | 4.2% | 1.7% | · | 13.9% | 3.7% | -0.07% | · | 1.1% | -10.4% | 7.5% | · | 9.7% | 10.8% | 10.1% | · | 9.5% | |
| EBITDA Margin | 5.4% | 3.4% | · | 6.1% | 6.2% | 2.4% | · | 4.4% | -7.4% | 9.3% | · | 12.3% | 13.0% | 11.6% | · | 10.6% | |
| ROA | 0.64% | 0.47% | · | 2.4% | 2.4% | 0.08% | · | 0.24% | -2.9% | 1.4% | · | 2.6% | 3.0% | 2.2% | · | 2.5% | |
| ROE | 1.9% | 1.4% | · | 7.1% | 7.7% | 0.25% | · | 0.71% | -9.0% | 3.8% | · | 7.1% | 8.5% | 6.0% | · | 7.1% | |
| ROIC | 1.4% | 1.1% | · | 1.8% | 7.4% | 1.8% | · | 0.86% | -3.5% | 2.3% | · | 5.1% | 5.7% | 4.1% | · | 4.3% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 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 | 1.3 | 1.3 | · | 1.6 | 1.5 | 1.5 | · | 1.5 | 1.5 | 2.0 | · | 1.6 | 1.6 | 1.6 | · | 1.6 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.6 | · | 0.2 | 0.1 | 0.1 | · | 0.2 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.6 | 0.7 | 0.7 | · | 0.9 | 0.9 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.6 | 0.7 | 0.7 | · | 0.9 | 0.9 | 0.7 | · | 0.4 | 0.5 | 0.4 | · | 0.5 |
Eficiencia 2
| Métrica | Tendencia | 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.3 | 0.4 | 0.3 | · | 0.3 | |
| Inventory Turnover | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.7 | 0.6 | · | 0.7 | 0.8 | 0.7 | · | 0.8 |
Valoración (TTM) 15
| Métrica | Tendencia | 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 | $10.06B | $9.50B | · | $9.76B | $10.53B | $10.83B | · | $12.23B | $13.45B | $13.54B | · | $13.73B | $13.22B | $12.09B | · | $11.48B | |
| Net Income TTM | $753M | $686M | · | $661M | $-12M | $-159M | · | $112M | $401M | $1.00B | · | $1.07B | $967M | $800M | · | $749M | |
| Market Cap | $8.38B | $8.39B | · | $7.99B | $7.70B | $6.90B | · | $7.30B | $7.31B | $9.18B | · | $8.86B | $9.84B | $10.12B | · | $7.17B | |
| Enterprise Value | $9.99B | $9.89B | · | $9.84B | $9.67B | $9.10B | · | $10.29B | $10.24B | $10.15B | · | $10.20B | $11.64B | $11.55B | · | $8.77B | |
| P/E | 11.8 | 12.6 | · | 12.1 | -644.8 | -43.5 | · | 66.6 | 18.4 | 9.2 | · | 8.3 | 10.2 | 12.7 | · | 9.6 | |
| P/S | 0.8 | 0.9 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.5 | 0.7 | · | 0.6 | 0.7 | 0.8 | · | 0.6 | |
| P/B | 2.1 | 2.0 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.9 | · | 2.0 | 2.4 | 2.4 | · | 2.0 | |
| P / Tangible Book | 5.4 | 4.8 | · | 4.2 | 4.9 | 5.5 | · | 6.1 | 7.6 | 2.9 | · | 3.3 | 4.0 | 4.1 | · | 3.8 | |
| P / Cash Flow | · | -20.4 | · | · | · | -32.5 | · | · | · | -24.8 | · | · | · | -18.2 | · | · | |
| P / FCF | · | -18.4 | · | · | · | -26.5 | · | · | · | -19.7 | · | · | · | -14.8 | · | · | |
| EV / EBITDA | 71.0 | 122.6 | · | 64.9 | 59.0 | 184.2 | · | 89.7 | -42.4 | 37.1 | · | 24.1 | 23.4 | 29.8 | · | 26.4 | |
| EV / FCF | · | -21.7 | · | · | · | -34.9 | · | · | · | -21.8 | · | · | · | -16.9 | · | · | |
| EV / Revenue | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.7 | · | 0.7 | 0.9 | 1.0 | · | 0.8 | |
| Earnings Yield | 8.5% | 8.0% | · | 8.3% | -0.16% | -2.3% | · | 1.5% | 5.5% | 10.8% | · | 12.1% | 9.8% | 7.9% | · | 10.4% | |
| Payout Ratio | · | 38.2% | · | · | · | 205.7% | · | · | · | 12.9% | · | · | · | 7.7% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $10.08B | $11.66B | $14.41B | $12.65B | $11.14B |
| Margen Bruto % | 25.5% | 24.9% | 26.2% | 23.7% | 23.1% |
| Margen Operativo % | 5.9% | -1.1% | 11.8% | 10.0% | 9.0% |
| Beneficio neto | $726M | $-425M | $1.17B | $890M | $897M |
| EPS Diluido | $9.75 | $-5.69 | $15.63 | $11.87 | $11.85 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | 0.6 | 0.3 | 0.4 | 0.4 |
| Ratio corriente | 1.4 | 1.3 | 1.5 | 1.4 | 1.5 |
| Ratio Rápido | 0.2 | 0.2 | 0.1 | 0.2 | 0.3 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $740M | $297M | $585M | $450M | $390M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 551 declarantes · $4.6B total · A fecha de 30 de junio 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 |
|---|---|---|---|---|
| 81 (-17 vs trimestre anterior) | 45 (+2 vs trimestre anterior) | 183 (+10 vs trimestre anterior) | 156 (+7 vs trimestre anterior) | +6.5M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $408 747 944 | 3 414 771 | 8,82% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $347 308 832 | 2 901 494 | 7,50% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $331 252 034 | 2 767 352 | 7,15% | Acciones |
| Capital World Investors | $310 013 544 | 2 589 921 | 6,69% | Acciones |
| Davis Selected Advisers | $246 362 363 | 2 058 488 | 5,32% | Acciones |
| STATE STREET CORP | $244 563 950 | 2 043 281 | 5,28% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $193 951 346 | 1 620 312 | 4,19% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $189 062 325 | 1 579 468 | 4,08% | Acciones |
| Mirova US LLC | $182 941 340 | 1 528 332 | 3,95% | Acciones |
| MACKENZIE FINANCIAL CORP | $138 320 652 | 1 155 561 | 2,99% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $118 327 401 | 988 533 | 2,55% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $108 525 406 | 906 362 | 2,34% | Acciones |
| Quantinno Capital Management LP | $88 348 674 | 738 084 | 1,91% | Acciones |
| NORGES BANK | $77 905 787 | 650 842 | 1,68% | Acciones |
| Ninety One UK Ltd | $72 563 434 | 606 211 | 1,57% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $71 498 974 | 617 062 | 1,54% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62 792 825 | 524 585 | 1,36% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $58 735 953 | 490 693 | 1,27% | Acciones |
| Swedbank AB | $46 168 290 | 385 700 | 1,00% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $45 689 969 | 381 704 | 0,99% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $45 608 812 | 381 026 | 0,98% | Acciones |
| VANGUARD GROUP INC | $39 438 698 | 378 055 | 0,85% | Acciones |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $36 565 118 | 305 473 | 0,79% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $33 735 889 | 281 837 | 0,73% | Acciones |
| AMERIPRISE FINANCIAL INC | $31 420 533 | 262 494 | 0,68% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $30 900 435 | 258 149 | 0,67% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $29 046 641 | 242 662 | 0,63% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $28 877 880 | 241 252 | 0,62% | Acciones |
| Bragg Financial Advisors, Inc | $28 752 539 | 240 205 | 0,62% | Acciones |
| Gotham Asset Management, LLC | $27 893 571 | 233 029 | 0,60% | Acciones |
| Arbejdsmarkedets Tillaegspension | $27 830 250 | 232 500 | 0,60% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $23 784 390 | 198 700 | 0,51% | Acciones |
| Polar Capital Holdings Plc | $20 968 687 | 175 177 | 0,45% | Acciones |
| RHUMBLINE ADVISERS | $20 202 079 | 168 773 | 0,44% | Acciones |
| VAN ECK ASSOCIATES CORP | $19 571 189 | 163 502 | 0,42% | Acciones |
| AVIVA PLC | $18 603 056 | 155 414 | 0,40% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $18 596 437 | 155 359 | 0,40% | Acciones |
| BARCLAYS PLC | $18 230 908 | 152 305 | 0,39% | Acciones |
| FMR LLC | $17 819 317 | 148 866 | 0,38% | Acciones |
| Freestone Grove Partners LP | $17 627 740 | 147 266 | 0,38% | Acciones |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $17 408 689 | 145 436 | 0,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $16 411 229 | 137 103 | 0,35% | Acciones |
| FIRST TRUST ADVISORS LP | $16 050 364 | 134 092 | 0,35% | Acciones |
| California Public Employees Retirement System | $15 861 327 | 132 509 | 0,34% | Acciones |
| MORGAN STANLEY | $15 700 608 | 131 166 | 0,34% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $15 265 926 | 127 536 | 0,33% | Acciones |
| Swiss National Bank | $14 352 030 | 119 900 | 0,31% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $14 014 129 | 120 947 | 0,30% | Acciones |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $13 765 500 | 115 000 | 0,30% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $13 409 073 | 112 022 | 0,29% | Acciones |
| Impax Asset Management Group plc | $13 275 927 | 110 910 | 0,29% | Acciones |
| ExodusPoint Capital Management, LP | $13 039 998 | 108 939 | 0,28% | Acciones |
| BlackRock, Inc. | $12 664 021 | 105 798 | 0,27% | Acciones |
| Corient Private Wealth LP | $12 267 710 | 102 488 | 0,26% | Acciones |
| Ninety One North America, Inc. | $12 106 698 | 101 142 | 0,26% | Acciones |
| PRUDENTIAL FINANCIAL INC | $12 023 506 | 100 447 | 0,26% | Acciones |
| Retirement Systems of Alabama | $11 809 602 | 98 660 | 0,25% | Acciones |
| BANK OF AMERICA CORP /DE/ | $11 105 167 | 92 775 | 0,24% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $10 837 089 | 93 528 | 0,23% | Acciones |
| TCW GROUP INC | $10 607 096 | 88 614 | 0,23% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $10 445 424 | 87 263 | 0,23% | Acciones |
| Cambria Investment Management, L.P. | $9 743 700 | 81 401 | 0,21% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $9 737 236 | 81 347 | 0,21% | Acciones |
| Hodges Capital Management Inc. | $8 845 471 | 73 897 | 0,19% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 520 500 | 73 535 | 0,18% | Acciones |
| FIL Ltd | $8 182 572 | 68 359 | 0,18% | Acciones |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8 073 444 | 67 447 | 0,17% | Acciones |
| Crossmark Global Holdings, Inc. | $7 646 556 | 63 881 | 0,17% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 478 497 | 62 477 | 0,16% | Acciones |
| UBS Group AG | $6 916 266 | 57 780 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 837 623 | 57 123 | 0,15% | Acciones |
| Boston Partners | $6 779 264 | 56 638 | 0,15% | Acciones |
| Blue Door Asset Management, LLC | $6 679 260 | 55 800 | 0,14% | Acciones |
| FRANKLIN RESOURCES INC | $6 669 804 | 55 721 | 0,14% | Acciones |
| Erste Asset Management GmbH | $6 141 040 | 51 450 | 0,13% | Acciones |
| Advisors Asset Management, Inc. | $5 855 026 | 62 634 | 0,13% | Acciones |
| FIFTH THIRD BANCORP | $5 687 321 | 47 513 | 0,12% | Acciones |
| Brandywine Global Investment Management, LLC | $5 394 387 | 51 710 | 0,12% | Acciones |
| Walleye Trading LLC | $5 329 044 | 44 520 | 0,12% | Acciones |
| Allianz Asset Management GmbH | $5 193 903 | 43 391 | 0,11% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 931 999 | 41 203 | 0,11% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 840 070 | 40 435 | 0,10% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 791 471 | 40 029 | 0,10% | Acciones |
| Eurizon Capital SGR S.p.A. | $4 527 115 | 37 822 | 0,10% | Acciones |
| Focus Partners Wealth | $4 467 346 | 37 322 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $4 360 910 | 36 432 | 0,09% | Acciones |
| DEAN INVESTMENT ASSOCIATES, LLC | $4 281 669 | 35 770 | 0,09% | Acciones |
| Legal & General Group Plc | $4 231 035 | 35 347 | 0,09% | Acciones |
| Neo Ivy Capital Management | $4 200 033 | 35 088 | 0,09% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $4 158 139 | 34 738 | 0,09% | Acciones |
| Baker Ellis Asset Management LLC | $4 141 074 | 34 595 | 0,09% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $4 114 568 | 34 374 | 0,09% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $3 869 450 | 20 440 | 0,08% | Acciones |
| Trexquant Investment LP | $3 855 178 | 32 207 | 0,08% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 818 909 | 31 904 | 0,08% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $3 668 566 | 30 648 | 0,08% | Acciones |
| MAC Alpha Capital Management, LP | $3 651 502 | 30 503 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $3 638 880 | 30 400 | 0,08% | Opción de compra |
| CANADA PENSION PLAN INVESTMENT BOARD | $3 626 910 | 30 300 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $3 463 041 | 28 931 | 0,07% | Acciones |
Informantes de la empresa 62 insiders · 32 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Andrew H Beck | Sr. Advisor to the CEO and CFO | 20 de enero de 2023 F | 86 743 | 0 | 0 | $0 |
| Martin Richenhagen | Chairman, President and CEO | 20 de noviembre de 2020 S | 88 627 | 0 | 0 | $0 |
| Scott Gibbs Clawson | Sr. Vice President, CEO GSI | 17 de febrero de 2012 A | — | 0 | 0 | $0 |
| Damon J Audia | SVP, Chief Financial Officer | 14 de julio de 2026 A | 50 476 | 0 | 0 | $0 |
| Brian James Sorbe | President PTx | 14 de julio de 2026 A | 2 860 | 0 | 0 | $0 |
| Ivory Marie Harris | SVP Chief HR Officer | 14 de julio de 2026 A | 16 054 | 0 | 0 | $0 |
| Indira Agarwal | VP, Chief Accounting Officer | 10 de julio de 2026 F | 11 825 | 0 | 0 | $0 |
| Luis Fernando Sartini Felli | SVP GM Massey Ferguson | 11 de agosto de 2025 S | 16 189 | 0 | 0 | $0 |
| Seth Howard Crawford | SVP, GM, Precision Ag | 20 de enero de 2024 F | 10 489 | 0 | 0 | $0 |
| Torsten Rudolf Willi Dehner | SVP, Gen. Mgr., Fendt/Valtra | 20 de enero de 2024 F | 25 801 | 0 | 0 | $0 |
| Stefan Caspari | SVP Gen Mgr Grain and Protein | 20 de enero de 2024 F | 20 022 | 0 | 0 | $0 |
| Robert B Crain | SVP, Customer Experience | 20 de enero de 2024 F | 32 570 | 0 | 0 | $0 |
| Lara Thrush Long | VP, Chief Accounting Officer | 21 de febrero de 2023 S | 782 | 0 | 0 | $0 |
| Timothy Millwood | SVP Chief Supply Chain Officer | 30 de enero de 2023 A | 4 918 | 0 | 0 | $0 |
| Bradley C Arnold | SVP, Product Management | 30 de enero de 2023 A | 11 920 | 0 | 0 | $0 |
| Josip T Tomasevic | SVP Chief Procurement Officer | 30 de enero de 2023 A | 36 829 | 0 | 0 | $0 |
| Hans Bernd Veltmaat | SVP Chief Supply Chain Officer | 11 de febrero de 2022 F | 113 402 | 0 | 0 | $0 |
| Gary L Collar | Sr. VP - General Manager, APA | 25 de agosto de 2021 S | 63 158 | 0 | 0 | $0 |
| Lucinda B Smith | SVP, Global Business Services | 9 de febrero de 2021 M | 37 835 | 0 | 0 | $0 |
| Helmut Endres | Senior VP Engineering | 16 de noviembre de 2020 M | 65 470 | 0 | 0 | $0 |
| Richard Robinson Smith | Sr. VP, General Manager EME | 12 de agosto de 2019 S | 90 796 | 0 | 0 | $0 |
| Thomas Frederick Welke | Sr.VP Global Grain and Protein | 12 de febrero de 2019 M | 28 854 | 0 | 0 | $0 |
| Andre Mueller Carioba | Sr. VP, Gen Mgr South America | 10 de febrero de 2014 M | 80 048 | 0 | 0 | $0 |
| David L Caplan | Sr. VP, Materials Projects | 9 de diciembre de 2013 S | 8 683 | 0 | 0 | $0 |
| Randall G Hoffman | SVP, Global Sales & Marketing | 6 de agosto de 2013 S | 4 402 | 0 | 0 | $0 |
| Garry Ball | Sr. VP - Engineering Projects | 24 de febrero de 2012 S | 20 065 | 0 | 0 | $0 |
| Hubertus M Muhlhauser | Sr VP, General Manager, EAME | 25 de enero de 2012 A | 80 568 | 0 | 0 | $0 |
| Norman L Boyd | Sr. VP, Executive Development | 27 de febrero de 2009 M | 33 937 | 0 | 0 | $0 |
| Stephen D Lupton | SVP and General Counsel | 29 de febrero de 2008 M | 0 | 0 | 0 | $0 |
| Frank C Lukacs | Sr VP Mfg. & Quality WW | 1 de junio de 2007 S | 2 190 | 0 | 0 | $0 |
| Dexter E Schaible | SVP, WW Product Development | 5 de mayo de 2006 S | 80 324 | 0 | 0 | $0 |
| James M Seaver | Sr VP General Manager Americas | 27 de julio de 2005 G | 118 124 | 0 | 0 | $0 |
| Sondra L Barbour | Consejero | 15 de junio de 2026 A | 12 954 | 0 | 0 | $0 |
| Niels Porksen | Consejero | 23 de abril de 2026 A | 6 372 | 0 | 0 | $0 |
| Zhanna Golodryga | Consejero | 23 de abril de 2026 A | 3 830 | 0 | 0 | $0 |
| Suzanne Patricia Clark | Consejero | 23 de abril de 2026 A | 14 314 | 0 | 0 | $0 |
| James C. Collins Jr. | Consejero | 23 de abril de 2026 A | 1 673 | 0 | 0 | $0 |
| David M. Sagehorn | Consejero | 23 de abril de 2026 A | 8 039 | 0 | 0 | $0 |
| Michael C Arnold | Consejero | 23 de abril de 2026 A | 24 295 | 0 | 0 | $0 |
| Matthew Tsien | Consejero | 27 de abril de 2023 A | 3 650 | 0 | 0 | $0 |
| SRINIVASAN MALLIKA | Consejero | 27 de abril de 2023 F | 22 613 | 0 | 0 | $0 |
| George E Minnich | Consejero | 27 de abril de 2023 F | 21 844 | 0 | 0 | $0 |
| Roy V Armes | Consejero | 22 de abril de 2021 A | 15 605 | 0 | 0 | $0 |
| Wolfgang Deml | Consejero | 26 de febrero de 2021 S | 5 791 | 0 | 0 | $0 |
| Gerald L Shaheen | Consejero | 30 de abril de 2020 F | 14 538 | 0 | 0 | $0 |
| Hendrikus Visser | Consejero | 25 de abril de 2019 F | 24 236 | 0 | 0 | $0 |
| Luiz Fernando Furlan | Consejero | 28 de abril de 2016 F | 10 364 | 0 | 0 | $0 |
| USTIAN DANIEL C | Consejero | 14 de agosto de 2012 P | 3 452 | 0 | 0 | $0 |
| Thomas William Lasorda | Consejero | 21 de abril de 2011 A | 4 678 | 0 | 0 | $0 |
| Francisco Roberto Gros | Consejero | 22 de abril de 2010 D | 5 664 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Tractors & Farm Equipment Ltd, TAFE Motors & Tractors Ltd, SRINIVASAN MALLIKA ×7 presentaciones | 24 de septiembre de 2025 | 16,30% | Enmienda | — | SEC |
| Tractors and Farm Equipment Limited, TAFE Motors and Tractors Limited, Mallika Srinivasan ×21 presentaciones | 25 de noviembre de 2024 | — | Presentación inicial | — | SEC |
| Blue Harbour Group, LP, Blue Harbour Holdings, LLC, Clifton S. Robbins ×3 presentaciones | 23 de febrero de 2017 | — | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 113 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 |
|---|---|---|---|---|
| ANEW · ProShares Trust | 1,73% | 1 192 NS | 31 de mayo de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 1,12% | 64 481 NS | 30 de abril de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,95% | 235 383 NS | 31 de mayo de 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 0,85% | 81 488 NS | 30 de abril de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,59% | 10 522 NS | 30 de abril de 2026 | N-PORT |
| COPY · RBB Fund Trust | 0,59% | 17 911 NS | 31 de mayo de 2026 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0,53% | 121 NS | 30 de junio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,42% | 259 720 NS | 30 de abril de 2026 | N-PORT |
| CCNR · Financial Investors Trust | 0,40% | 13 072 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,38% | 426 185 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,36% | 39 259 NS | 30 de abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,31% | 8 069 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,27% | 81 NS | 29 de mayo de 2026 | N-PORT |
| ITAN · EA Series Trust | 0,27% | 2 118 NS | 29 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,25% | 534 NS | 30 de abril de 2026 | N-PORT |
| CGNG · Capital Group New Geography Equity … | 0,25% | 52 516 NS | 31 de mayo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,21% | 6 901 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,21% | 11 511 NS | 31 de mayo de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 12 127 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,20% | 10 104 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,18% | 1 908 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,18% | 2 034 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,16% | 189 827 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 29 793 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,15% | 2 076 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,14% | 995 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 24 148 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,13% | 162 376 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,11% | 18 806 NS | 30 de abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,10% | 290 NS | 31 de mayo de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,10% | 3 035 NS | 31 de mayo de 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,10% | 18 449 NS | 30 de abril de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,09% | 2 081 NS | 30 de abril de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,09% | 3 149 NS | 31 de mayo de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,07% | 13 207 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,06% | 2 047 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 62 197 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,05% | 8 297 NS | 30 de abril de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,05% | 20 483 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 1 845 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 2 439 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 148 594 NS | 30 de abril de 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0,04% | 90 835 NS | 31 de mayo de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,04% | 44 345 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,04% | 4 380 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,04% | 2 436 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 8 405 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,03% | 39 238 NS | 31 de mayo de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,03% | 3 508 NS | 31 de mayo de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,03% | 2 985 NS | 29 de mayo de 2026 | N-PORT |