AXTA Axalta Coating Systems Ltd. Common Shares
Acerca de Axalta Coating Systems Ltd. Common Shares Descripción general de la empresa de Wikipedia
Axalta Coating Systems Ltd., also known as simply Axalta, is an American company specializing in coatings in a wide variety of industrial applications, materials and sectors, including automotive paints. The company is based in Philadelphia, Pennsylvania, and incorporated in Bermuda. Axalta develops and manufactures coatings for light and commercial vehicles, industrial, and refinish applications. The firm does business in 130 countries, has nearly 13,000 employees, and has more than 100,000 customers.
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Axalta Coating Systems Ltd., also known as simply Axalta, is an American company specializing in coatings in a wide variety of industrial applications, materials and sectors, including automotive paints. The company is based in Philadelphia, Pennsylvania, and incorporated in Bermuda. Axalta develops and manufactures coatings for light and commercial vehicles, industrial, and refinish applications. The firm does business in 130 countries, has nearly 13,000 employees, and has more than 100,000 customers.
Axalta traces its origins to the German firm Herberts Gmbh, which began in 1866 coating carriages before moving to automotive painting. Through later mergers the company became DuPont Performance Coatings (DPC), part of the American DuPont chemical empire, and was rebranded as Axalta Coating Systems after being purchased by The Carlyle Group in 2013. Axalta went public on the New York Stock Exchange in November 2014 and since then has become fully independent. Carlyle Group exited their last ownership stake in Axalta in 2015.
The company was the sponsor of four-time NASCAR champion Jeff Gordon and the No. 24 Hendrick Motorsports car, a relationship which dated back to Gordon's first NASCAR Cup Series race in 1992. Axalta currently sponsors William Byron in the No. 24 car.
History
The firm's first products were developed in Germany in 1866 to protect carriages from the gravel of dirt roads. In 1920, the company created a quick-drying, multi-color lacquer line for automotive painting. Operating as Herberts Gmbh, the company grew under Kurt Herberts, introducing the popular automobile finish Standox in 1955.
In 1999 Herberts merged with DuPont Automotive Finishes, a transport coating systems technology company that had been started in 1922 in Wilmington, Delaware, to form DPC. In 2012, the private equity firm The Carlyle Group announced its plans to purchase and discontinue DPC. The Carlyle Group completed the sale in February 2013 and founded Axalta. On November 12, 2014, the firm completed its IPO on the New York Stock Exchange (NYSE: AXTA).
On January 21, 2015, Axalta and Chinese industrial coatings firm Shanghai Kinlita Chemical formed a partnership to operate in China. In April 2015, Berkshire Hathaway invested $560 million in Axalta Coating Systems. In July 2016, the firm acquired United Paint and Chemical Corp.'s automotive interior coatings business.
The company currently operates in North America, South America, Asia, Europe, the Middle East, and Africa. The activities for Europe, the Middle East, and Africa region (EMEA) are based in Basel, Switzerland. On November 7, 2018, the company held its grand opening of a new research and development center located at the Philadelphia Naval Shipyard known as the Global Innovation Center. Axalta's Global Innovation Center is the largest coatings research and development (R&D) center in the world.
In 1953 Axalta predecessor DuPont published the first annual Color Popularity Report, the first in the industry to have extensive global data in one report. The firm developed L,a,b color equations, an important component of modern color science. It introduced the first waterborne electrical steel coating in the industry in the 1960s.
In October 2017, AkzoNobel approached competitor Axalta Coating Systems over a potential combination. Nippon Paint Holdings Co. attempted to buy the company in November 2017, but the deal failed to reach an agreement.
In July 2021, Axalta acquired U-POL, a Northamptonshire based manufacturer and distributor of fillers, coatings and aerosols, from Graphite Capital.
On August 17, 2021 Berkshire Hathaway sold its entire stake in Axalta Coating Systems.
In November 2025 it was announced that Axalta would merge with AkzoNobel. In August 2026, shareholders for both Axalta and AkzoNobel approved the companies’ proposed all-stock merger. Completion remains subject to regulatory approvals, with closing expected in late 2026 or early 2027.
Products
Among Axalta's oldest products are Standox and Spies Hecker. Cromax, a water-based product, and the industrial paints Nap-Gard, a powder coating for oil and gas pipeline companies, and Voltatex for electrical insulation, were introduced in the 1990s. Other products made by Axalta include Abcite, Alesta, AquaEC, Audurra, Centari, Challenger, Harmonized Coating Technologies, Imron, and Nason.
Motorsports
Axalta currently sponsors the No. 24 Camaro of William Byron. Previously, the company sponsored four-time series champion Jeff Gordon's No. 24 car, a relationship which dated back to Axalta's days as DuPont and Gordon's first Cup race in 1992. At the time of his retirement following the 2015 NASCAR Sprint Cup Series, Gordon won three times in an Axalta-sponsored car, all of which came in 2014. During Gordon's career, he ran variations of his Axalta scheme to promote its brands such as Cromax and Standox. On February 12, 2015, Gordon was hired by Axalta as a global business advisor. Following Gordon's retirement, Axalta's sponsorship was moved to Hendrick Motorsports' #88 car, driven by Dale Earnhardt Jr.. Additionally, Gordon and Alex Bowman filled in for Earnhardt in the later part of the 2016 season when he was sidelined with concussion symptoms, and stayed with the car with Bowman driving when Earnhardt retired following 2017 before consolidating its efforts on Byron's #24 car in 2018.
In 2014, Axalta sponsored Regan Smith's JR Motorsports Camaro for the Axalta Faster. Tougher. Brighter. 200 at Phoenix International Raceway; the company has been a partner of the team since 2008.
Axalta provided paint for the entire Hendrick team, along with three other NASCAR teams: Kyle Busch Motorsports of the NASCAR Craftsman Truck Series, JR Motorsports, and Stewart–Haas Racing of the Cup Series. However, with the introduction of the Next Gen car in 2022, NASCAR has mandated that all NASCAR Cup Series cars must be wrapped in vinyl to aid in pre- and post-race inspections. IndyCar Series team Sarah Fisher Hartman Racing also received paint from Axalta. In addition to sponsoring Gordon, Axalta sponsored the June Cup Series race at Pocono Raceway, known as the Axalta "We Paint Winners" 400 (now known as the Pocono 400) and the March Xfinity Series race at Phoenix International Raceway, called the Axalta Faster. Tougher. Brighter. 200 until 2017, when DC Solar replaced it as sponsor.
Axalta also sponsors snocross team Judnick Motorsport/Polaris Racing, who field riders Ross Martin and James Johnstad in the AMSOIL Championship Snocross series. The sponsorship lasts through 2017.
In 2015, Axalta became the title sponsor of the C2 Team, which competes in Stock Car Brasil. The team currently fields cars for Júlio Campos and Gabriel Casagrande.
Through its Spies Hecker brand, Axalta provides paint for Formula One team Mercedes AMG F1. Mercedes team principal Toto Wolff stated the lightness of the paint allows the team's Silver Arrows cars to drop in weight, assisting in performance.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
AXTA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
AXTA 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
AXTA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 6 27,3%
- Compra 6 27,3%
- Mantener 10 45,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
14 analistas · 2026-08-17Historial 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 | $0.72 | $0.67 | 0.05% |
| 31 de marzo de 2026 | $0.56 | $0.51 | 0.05% |
| 31 de diciembre de 2025 | $0.59 | $0.62 | -0.03% |
| 30 de septiembre de 2025 | $0.67 | $0.65 | 0.02% |
| 30 de junio de 2025 | $0.64 | $0.62 | 0.02% |
| 31 de marzo de 2025 | $0.59 | $0.55 | 0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AXTA | $6.89B | 18.6 | -3.0% | 7.4% | 17.8% | — |
| BPYPP | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.12B | $5.28B | $5.18B | $4.88B | $4.42B | $3.74B | $4.48B | $4.70B | $4.38B | $4.09B | $4.11B | $4.39B | |
| Cost of Revenue | $3.35B | $3.48B | $3.57B | $3.47B | $2.99B | $2.46B | $2.92B | $3.11B | $2.78B | $2.53B | $2.60B | $2.90B | |
| R&D Expense | $71M | $74M | $74M | $66M | $62M | $55M | $70M | $73M | $65M | $58M | $52M | $50M | |
| SG&A Expense | $805M | $847M | $840M | $772M | $739M | $695M | $822M | $876M | $935M | $960M | $915M | $992M | |
| Operating Income | $735M | $706M | $588M | $423M | $462M | $306M | $488M | $442M | $364M | $405M | $466M | $370M | |
| Interest Expense | $176M | $205M | $213M | $140M | $134M | $150M | $163M | $160M | $147M | $178M | $196M | $218M | |
| Other Non-op | $4M | $11M | $13M | $4M | $15M | $8M | $13M | $4M | $1M | $-6M | $16M | $7M | |
| Pretax Income | $546M | $496M | $355M | $257M | $340M | $122M | $330M | $268M | $190M | $83M | $158M | $37M | |
| Income Tax | $167M | $105M | $86M | $65M | $76M | $200.0K | $77M | $54M | $142M | $38M | $62M | $2M | |
| Net Income | $378M | $391M | $267M | $192M | $264M | $122M | $249M | $207M | $37M | $39M | $92M | $27M | |
| EPS (Basic) | $1.75 | $1.78 | $1.21 | $0.86 | $1.14 | $0.52 | $1.06 | $0.87 | $0.15 | $0.16 | $0.39 | $0.12 | |
| EPS (Diluted) | $1.74 | $1.78 | $1.21 | $0.86 | $1.14 | $0.52 | $1.06 | $0.85 | $0.15 | $0.16 | $0.38 | $0.12 | |
| Shares (Basic) | 216,000,000 | 219,300,000 | 221,000,000 | 221,700,000 | 231,000,000 | 235,200,000 | 233,900,000 | 239,000,000 | 240,400,000 | 238,100,000 | 233,800,000 | 229,300,000 | |
| Shares (Diluted) | 217,000,000 | 220,400,000 | 221,900,000 | 222,300,000 | 231,900,000 | 236,000,000 | 235,800,000 | 242,900,000 | 246,100,000 | 244,400,000 | 239,700,000 | 230,300,000 | |
| EBITDA | $735M | $706M | $863M | $726M | $779M | $306M | $488M | $442M | $362M | $408M | · | · |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $657M | $593M | $700M | $645M | $841M | $1.36B | $1.02B | $694M | $770M | $535M | $485M | $382M | |
| Receivables | $1.01B | $1.01B | $1.04B | $909M | $760M | $738M | $718M | $740M | $748M | $640M | $647M | $638M | |
| Inventory | $756M | $734M | $741M | $830M | $670M | $560M | $592M | $613M | $609M | $530M | $531M | $538M | |
| Prepaid Expense | $170M | $145M | $117M | $141M | $117M | $132M | $131M | $139M | $64M | $50M | $64M | $63M | |
| Current Assets | $2.81B | $2.72B | $2.82B | $2.69B | $2.58B | $2.93B | $2.57B | $2.31B | $2.32B | $1.92B | $1.85B | $1.87B | |
| PP&E (Net) | $1.30B | $1.18B | $1.20B | $1.19B | $1.19B | $1.19B | $1.22B | $1.30B | $1.39B | $1.32B | $1.38B | $1.51B | |
| PP&E (Gross) | $2.73B | $2.45B | $2.45B | $2.37B | $2.30B | $2.32B | $2.23B | $2.22B | $2.19B | $1.93B | $1.86B | $1.86B | |
| Accum. Depreciation | $1.43B | $1.27B | $1.25B | $1.18B | $1.11B | $1.12B | $1.01B | $921M | $805M | $617M | $472M | $344M | |
| Goodwill | $1.79B | $1.64B | $1.59B | $1.50B | $1.59B | $1.29B | $1.21B | $1.23B | $1.27B | $964M | $931M | $1.00B | |
| Intangibles | $1.15B | $1.15B | $1.13B | $1.11B | $1.28B | $1.15B | $1.22B | $1.35B | $1.43B | $1.13B | $1.19B | $1.30B | |
| Other Non-current Assets | $543M | $556M | $526M | $566M | $584M | $593M | $589M | $489M | $429M | $536M | $480M | $483M | |
| Total Assets | $7.60B | $7.25B | $7.27B | $7.06B | $7.22B | $7.16B | $6.82B | $6.68B | $6.83B | $5.87B | $5.83B | $6.17B | |
| Accounts Payable | $637M | $659M | $725M | $734M | $657M | $564M | $484M | $523M | $555M | $474M | $455M | $494M | |
| Short-term Debt | $3M | $3M | $7M | $16M | $55M | $30M | $20M | $18M | $13M | $8M | $23M | $12M | |
| Current Liabilities | $1.37B | $1.35B | $1.43B | $1.38B | $1.33B | $1.18B | $1.07B | $1.04B | $1.08B | $942M | $875M | $947M | |
| Capital Leases | $81M | $73M | $76M | $76M | $79M | $76M | $70M | · | · | · | · | · | |
| Deferred Tax | $171M | $151M | $162M | $162M | $175M | $114M | $116M | $141M | $153M | $160M | $148M | $208M | |
| Other Non-current Liabilities | $249M | $167M | $179M | $134M | $150M | $234M | $145M | $100M | $32M | $32M | $22M | $23M | |
| Total Liabilities | $5.21B | $5.29B | $5.50B | $5.56B | $5.68B | $5.68B | $5.41B | $5.37B | $5.42B | $4.62B | $4.69B | $5.06B | |
| Long-term Debt | · | · | · | · | $3.86B | · | $3.88B | $3.89B | $3.95B | $3.30B | · | · | |
| Total Debt | $3.18B | $3.40B | $3.49B | $16M | $55M | $30M | $20M | $18M | $13M | $8M | · | · | |
| Common Stock | $255M | $255M | $254M | $252M | $252M | $251M | $250M | $245M | $242M | $239M | $237M | $230M | |
| Retained Earnings | $2.06B | $1.68B | $1.29B | $1.02B | $827M | $563M | $443M | $199M | $-21M | $-58M | $-133M | $-226M | |
| Treasury Stock | $1.20B | $1.04B | $937M | $887M | $687M | $444M | $418M | $312M | $58M | $0 | · | · | |
| AOCI | $-383M | $-582M | $-444M | $-467M | $-414M | $-425M | $-396M | $-336M | $-241M | $-350M | $-269M | $-103M | |
| Stockholders' Equity | $2.35B | $1.91B | $1.73B | $1.45B | $1.49B | $1.43B | $1.35B | $1.21B | $1.28B | $1.13B | $1.07B | $1.04B | |
| Liabilities + Equity | $7.60B | $7.25B | $7.27B | $7.06B | $7.22B | $7.16B | $6.82B | $6.68B | $6.83B | $5.87B | $5.83B | $6.17B | |
| Shares Outstanding | 213,400,000 | 218,100,000 | 220,100,000 | 220,600,000 | 227,400,000 | 234,800,000 | 234,900,000 | 235,600,000 | 241,900,000 | 240,500,000 | 237,900,000 | 229,800,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $295M | $280M | $276M | $303M | $316M | $320M | $353M | $369M | $348M | $322M | $308M | $309M | |
| Stock-based Comp | $25M | $28M | $26M | $22M | $15M | $15M | $16M | $37M | $38M | $41M | $30M | $8M | |
| Deferred Tax | $45M | $-17M | $-8M | $-3M | $15M | $-55M | $16M | $6M | $92M | $-16M | $-6M | $-38M | |
| Amort. of Intangibles | $98M | $92M | $88M | $125M | $121M | $113M | $113M | $115M | $101M | $83M | $81M | $84M | |
| Restructuring | $23M | $65M | $4M | $24M | $39M | $72M | $34M | $80M | $36M | $58M | $32M | $8M | |
| Other Non-cash | · | · | $14M | $-220M | $-52M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $649M | $576M | $575M | $294M | $559M | $509M | $573M | $496M | $540M | $559M | $410M | $251M | |
| CapEx | $196M | $140M | $138M | $151M | $122M | $82M | $112M | $143M | $125M | $136M | $138M | $188M | |
| Investing Cash Flow | $-212M | $-440M | $-206M | $-106M | $-716M | $-62M | $-94M | $-189M | $-690M | · | · | · | |
| Debt Issued | $0 | $333M | $697M | $1.98B | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $-230M | $-87M | $-904M | $-2.04B | $-27M | $-1.22B | $-28M | $-511M | $-50M | $-1.76B | · | · | |
| Stock Repurchased | $165M | $100M | $50M | $200M | $244M | $26M | $105M | $254M | $58M | $0 | $0 | · | |
| Net Stock Activity | $-165M | $-100M | $-50M | $-200M | $-244M | $-26M | $-105M | $-254M | $-58M | · | · | · | |
| Financing Cash Flow | $-401M | $-201M | $-315M | $-369M | $-334M | $-131M | $-158M | $-368M | $367M | · | · | · | |
| Taxes Paid | $107M | $131M | $97M | $63M | $58M | $26M | $42M | $57M | $62M | $39M | $52M | $57M | |
| Free Cash Flow | $453M | $436M | $437M | $143M | $437M | $427M | $461M | $353M | $415M | $423M | · | · | |
| Levered FCF | $331M | · | $276M | $38M | $333M | $278M | $336M | $225M | $378M | $326M | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.4% | 13.4% | 11.3% | 8.7% | 10.5% | 8.2% | 10.9% | 9.4% | 8.3% | 10.0% | · | · | |
| Net Margin | 7.4% | 7.4% | 5.2% | 3.9% | 6.0% | 3.2% | 5.6% | 4.4% | 0.84% | 1.0% | · | · | |
| Pretax Margin | 10.7% | 9.4% | 6.8% | 5.3% | 7.7% | 3.3% | 7.4% | 5.7% | 4.3% | 2.1% | · | · | |
| EBITDA Margin | 14.4% | 13.4% | 16.7% | 14.9% | 17.6% | 8.2% | 10.9% | 9.4% | 8.3% | 10.0% | · | · | |
| ROA | 5.1% | 5.4% | 3.7% | 2.7% | 3.7% | 1.7% | 3.7% | 3.1% | 0.58% | 0.72% | · | · | |
| ROE | 17.8% | 21.5% | 16.8% | 13.0% | 18.0% | 8.7% | 19.5% | 16.7% | 3.1% | 3.8% | · | · | |
| ROIC | 9.2% | 10.5% | 8.5% | 21.5% | 23.2% | 20.8% | 27.2% | 28.8% | 7.1% | 19.4% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.0 | 2.0 | 1.9 | 1.9 | 2.5 | 2.4 | 2.2 | 2.1 | 2.1 | · | · | |
| Quick Ratio | 1.2 | 1.2 | 1.2 | 1.1 | 1.2 | 1.8 | 1.6 | 1.4 | 1.4 | 1.3 | · | · | |
| Debt / Equity | 1.4 | 1.8 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | 1.4 | 1.8 | 2.0 | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | 4.2 | · | 2.8 | 3.0 | 3.4 | 2.0 | 3.0 | 2.8 | 2.5 | 2.3 | · | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.5 | 0.7 | 0.7 | 0.7 | 0.7 | · | · | |
| Inventory Turnover | 4.5 | 4.7 | 4.5 | 4.6 | 4.9 | 4.3 | 4.8 | 5.2 | 4.9 | 4.8 | · | · | |
| Receivables Turnover | 5.0 | 5.1 | 5.3 | 5.9 | 5.9 | 5.1 | 6.1 | 6.3 | 6.3 | 6.4 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.0% | 1.8% | 6.1% | 10.6% | 18.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.6% | 6.1% | 11.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -2.2% | 47.1% | 40.7% | -24.6% | 119.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 26.5% | 16.0% | 32.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 27.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -3.3% | 46.4% | 39.1% | -27.3% | 117.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 25.3% | 14.0% | 30.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 25.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.12B | $5.28B | $5.18B | $4.88B | $4.42B | $3.74B | $4.48B | $4.70B | $4.38B | $4.09B | $4.11B | $4.39B | |
| Net Income TTM | $378M | $391M | $267M | $192M | $264M | $122M | $249M | $207M | $37M | $39M | $92M | $27M | |
| Market Cap | $6.89B | $7.46B | $7.48B | $5.62B | $8.34B | $7.16B | $7.60B | $5.78B | $7.89B | $6.54B | · | · | |
| Enterprise Value | $9.42B | $10.27B | $10.26B | $4.99B | $7.55B | $5.83B | $6.61B | $5.10B | $7.14B | $6.01B | · | · | |
| P/E | 18.6 | 19.2 | 28.1 | 29.6 | 29.1 | 54.9 | 28.7 | 27.6 | 215.7 | 170.0 | 70.1 | 216.8 | |
| P/S | 1.3 | 1.4 | 1.4 | 1.2 | 1.9 | 1.9 | 1.7 | 1.2 | 1.8 | 1.6 | · | · | |
| P/B | 2.9 | 3.9 | 4.3 | 3.9 | 5.6 | 5.0 | 5.6 | 4.8 | 6.2 | 5.8 | · | · | |
| P / Cash Flow | 10.6 | 13.0 | 13.0 | 19.1 | 14.9 | 14.1 | 13.3 | 11.6 | 14.6 | 11.7 | · | · | |
| P / FCF | 15.2 | 17.1 | 17.1 | 39.3 | 19.1 | 16.8 | 16.5 | 16.4 | 19.0 | 15.5 | · | · | |
| EV / EBITDA | 12.8 | 14.6 | 11.9 | 6.9 | 9.7 | 19.1 | 13.5 | 11.5 | 19.7 | 14.7 | · | · | |
| EV / FCF | 20.8 | 23.6 | 23.5 | 34.9 | 17.3 | 13.7 | 14.3 | 14.5 | 17.2 | 14.2 | · | · | |
| EV / Revenue | 1.8 | 1.9 | 2.0 | 1.0 | 1.7 | 1.6 | 1.5 | 1.1 | 1.6 | 1.5 | · | · | |
| Earnings Yield | 5.4% | 5.2% | 3.6% | 3.4% | 3.4% | 1.8% | 3.5% | 3.6% | 0.46% | 0.59% | 1.4% | 0.46% |
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 | $1.35B | $1.25B | $1.26B | $1.29B | $1.30B | $1.26B | $1.31B | $1.32B | $1.35B | $1.29B | $1.30B | $1.31B | $1.29B | $1.28B | $1.24B | $1.24B | |
| Cost of Revenue | $881M | $838M | $840M | $838M | $848M | $829M | $864M | $858M | $891M | $865M | $874M | $886M | $904M | $902M | $866M | $877M | |
| R&D Expense | $18M | $18M | $16M | $18M | $20M | $17M | $19M | $19M | $18M | $18M | $18M | $18M | $19M | $19M | $16M | $16M | |
| SG&A Expense | $213M | $200M | $198M | $197M | $208M | $202M | $216M | $211M | $213M | $207M | $215M | $209M | $210M | $206M | $200M | $186M | |
| Operating Income | $167M | $146M | $162M | $204M | $193M | $176M | $187M | $193M | $205M | $121M | $162M | $163M | $138M | $125M | $110M | $124M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $54M | $55M | $55M | $55M | $48M | · | $35M | |
| Other Non-op | $8M | $-1M | $8M | $0 | $-1M | $0 | $12M | $3M | $4M | $-8M | $2M | $6M | $2M | $3M | $4M | $2M | |
| Pretax Income | $134M | $105M | $119M | $155M | $143M | $129M | $139M | $142M | $156M | $59M | $102M | $103M | $74M | $76M | $57M | $85M | |
| Income Tax | $45M | $14M | $59M | $45M | $33M | $30M | $2M | $40M | $43M | $20M | $28M | $30M | $13M | $15M | $13M | $22M | |
| Net Income | $89M | $90M | $60M | $110M | $109M | $99M | $137M | $101M | $112M | $41M | $73M | $72M | $61M | $61M | $44M | $62M | |
| EPS (Basic) | $0.42 | $0.42 | $0.29 | $0.51 | $0.50 | $0.45 | $0.63 | $0.46 | $0.51 | $0.18 | $0.34 | $0.33 | $0.27 | $0.27 | $0.20 | $0.28 | |
| EPS (Diluted) | $0.41 | $0.42 | $0.28 | $0.51 | $0.50 | $0.45 | $0.63 | $0.46 | $0.51 | $0.18 | $0.34 | $0.33 | $0.27 | $0.27 | $0.20 | $0.28 | |
| Shares (Basic) | 214,000,000 | 213,600,000 | -434,900,000 | 215,000,000 | 217,600,000 | 218,300,000 | -439,800,000 | 218,900,000 | 219,900,000 | 220,300,000 | -442,800,000 | 221,000,000 | 221,600,000 | 221,200,000 | -444,600,000 | 220,600,000 | |
| Shares (Diluted) | 214,700,000 | 214,600,000 | -436,600,000 | 215,900,000 | 218,300,000 | 219,400,000 | -441,700,000 | 219,900,000 | 220,900,000 | 221,300,000 | -444,600,000 | 221,900,000 | 222,500,000 | 222,100,000 | -445,500,000 | 221,200,000 | |
| EBITDA | $167M | $146M | · | $204M | $193M | $176M | · | $193M | $205M | $121M | · | $235M | $204M | $195M | · | $198M |
Balance general 27
| 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 | $633M | $608M | $657M | $606M | $625M | $575M | $593M | $567M | $840M | $624M | $700M | $606M | $518M | $512M | $645M | $517M | |
| Receivables | $1.10B | $981M | $1.01B | $1.12B | $1.10B | $1.04B | $1.01B | $1.07B | $1.05B | $1.03B | · | $1.09B | $1.08B | $999M | · | $952M | |
| Inventory | $806M | $770M | $756M | $829M | $831M | $787M | $734M | $818M | $745M | $751M | · | $750M | $767M | $799M | · | $829M | |
| Prepaid Expense | $203M | $185M | $170M | $199M | $180M | $174M | $145M | $151M | $158M | $140M | · | $127M | $132M | $141M | · | $205M | |
| Current Assets | $2.99B | $2.83B | $2.81B | $2.99B | $2.99B | $2.82B | $2.72B | $2.84B | $3.01B | $2.76B | · | $2.79B | $2.69B | $2.62B | · | $2.67B | |
| PP&E (Net) | $1.30B | $1.29B | $1.30B | $1.28B | $1.25B | $1.20B | $1.18B | $1.19B | $1.16B | $1.17B | · | $1.17B | $1.20B | $1.20B | · | $1.12B | |
| PP&E (Gross) | $2.77B | $2.73B | $2.73B | $2.69B | $2.65B | $2.52B | $2.45B | $2.51B | $2.43B | $2.44B | · | $2.42B | $2.43B | $2.41B | · | $2.24B | |
| Accum. Depreciation | $1.47B | $1.44B | $1.43B | $1.41B | $1.39B | $1.32B | $1.27B | $1.32B | $1.27B | $1.26B | · | $1.25B | $1.24B | $1.21B | · | $1.12B | |
| Goodwill | $1.77B | $1.77B | $1.79B | $1.77B | $1.77B | $1.68B | $1.64B | $1.72B | $1.55B | $1.55B | $1.59B | $1.48B | $1.53B | $1.52B | $1.50B | $1.39B | |
| Intangibles | $1.09B | $1.11B | $1.15B | $1.14B | $1.17B | $1.15B | $1.15B | $1.21B | $1.06B | $1.09B | · | $1.04B | $1.08B | $1.09B | · | $1.09B | |
| Other Non-current Assets | $556M | $552M | $543M | $580M | $597M | $568M | $556M | $549M | $524M | $514M | · | $520M | $553M | $556M | · | $545M | |
| Total Assets | $7.70B | $7.56B | $7.60B | $7.76B | $7.78B | $7.41B | $7.25B | $7.50B | $7.31B | $7.09B | · | $7.00B | $7.04B | $7.00B | · | $6.82B | |
| Accounts Payable | $769M | $723M | $637M | $691M | $764M | $732M | $659M | $708M | $715M | $721M | · | $710M | $702M | $704M | · | $747M | |
| Short-term Debt | $502M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $14M | $19M | $22M | · | $42M | |
| Current Liabilities | $1.95B | $1.35B | $1.37B | $1.36B | $1.41B | $1.33B | $1.35B | $1.42B | $1.33B | $1.33B | · | $1.36B | $1.33B | $1.28B | · | $1.35B | |
| Capital Leases | · | · | $81M | · | · | · | $73M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $197M | $175M | $171M | $164M | $163M | $153M | $151M | $163M | $152M | $155M | · | $145M | $155M | $163M | · | $140M | |
| Other Non-current Liabilities | $206M | $213M | $249M | $289M | $265M | $185M | $167M | $215M | $177M | $179M | · | $132M | $131M | $130M | · | $120M | |
| Total Liabilities | $5.13B | $5.09B | $5.21B | $5.43B | $5.47B | $5.29B | $5.29B | $5.55B | $5.49B | $5.31B | · | $5.35B | $5.35B | $5.39B | · | $5.50B | |
| Total Debt | $502M | $3M | · | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $14M | $19M | $22M | · | $42M | |
| Common Stock | $256M | $256M | $255M | $255M | $255M | $255M | $255M | $254M | $254M | $254M | · | $254M | $254M | $253M | · | $252M | |
| Retained Earnings | $2.23B | $2.15B | $2.06B | $2.00B | $1.89B | $1.78B | $1.68B | $1.54B | $1.44B | $1.33B | · | $1.21B | $1.14B | $1.08B | · | $975M | |
| Treasury Stock | $1.20B | $1.20B | $1.20B | $1.20B | $1.10B | $1.04B | $1.04B | $1.04B | $987M | $937M | · | $937M | $887M | $887M | · | $887M | |
| AOCI | $-395M | $-399M | $-383M | $-384M | $-383M | $-520M | $-582M | $-442M | $-517M | $-488M | · | $-487M | $-420M | $-422M | · | $-594M | |
| Stockholders' Equity | $2.52B | $2.42B | $2.35B | $2.28B | $2.27B | $2.08B | $1.91B | $1.91B | $1.77B | $1.73B | · | $1.60B | $1.64B | $1.57B | · | $1.27B | |
| Liabilities + Equity | $7.70B | $7.56B | $7.60B | $7.76B | $7.78B | $7.41B | $7.25B | $7.50B | $7.31B | $7.09B | · | $7.00B | $7.04B | $7.00B | · | $6.82B | |
| Shares Outstanding | 214,000,000 | 214,000,000 | 213,400,000 | 213,300,000 | 216,600,000 | 218,600,000 | 218,100,000 | 218,000,000 | 219,300,000 | 220,600,000 | 220,100,000 | 220,100,000 | 221,700,000 | 221,500,000 | 220,600,000 | 220,600,000 |
Flujo de Efectivo 16
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $76M | $76M | $77M | $74M | $74M | $70M | $73M | $71M | $68M | $68M | $69M | $71M | $66M | $70M | $74M | $74M | |
| Stock-based Comp | $8M | $7M | $6M | $6M | $8M | $5M | $7M | $7M | $8M | $6M | $7M | $5M | $8M | $6M | $8M | $5M | |
| Deferred Tax | $14M | $11M | $17M | $17M | $3M | $8M | $-27M | $2M | $2M | $6M | $0 | $-8M | $-1M | $2M | $-6M | $800.0K | |
| Amort. of Intangibles | $25M | $26M | $25M | $25M | $24M | $24M | $24M | $24M | $22M | $22M | $22M | $20M | $21M | $25M | $30M | $30M | |
| Restructuring | $2M | $4M | $1M | $2M | $9M | $11M | $0 | $10M | $0 | $55M | $1M | $1M | $2M | $0 | $14M | $4M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | · | · | $-190M | · | · | |
| Operating Cash Flow | $152M | $68M | $344M | $137M | $142M | $26M | $234M | $194M | $114M | $34M | $286M | $210M | $131M | $-52M | $246M | $80M | |
| CapEx | $48M | $50M | $58M | $50M | $45M | $43M | $62M | $33M | $23M | $22M | $33M | $31M | $33M | $42M | $44M | $36M | |
| Investing Cash Flow | $-44M | $-53M | $-90M | $-39M | $-39M | $-44M | $-66M | $-338M | $-17M | $-19M | $-141M | $-28M | $-32M | $-6M | $-38M | $-30M | |
| Debt Issued | · | · | $0 | $0 | $0 | $0 | $41M | $0 | $185M | $107M | $500M | $197M | $0 | $0 | $1.98B | · | |
| Net Debt Issued | · | $-55M | · | · | · | $-5M | · | · | · | $-76M | · | · | · | $-76M | · | · | |
| Stock Repurchased | · | · | $0 | $100M | · | · | $0 | $50M | · | · | $0 | $50M | $0 | $0 | $-100.0K | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-82M | $-61M | $-206M | $-117M | $-70M | $-8M | $-111M | $-138M | $130M | $-82M | $-63M | $-73M | $-91M | $-88M | $-94M | $-15M | |
| Free Cash Flow | · | $18M | · | · | · | $-17M | · | · | · | $12M | · | · | · | $-93M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-24M | · | · | · | $-132M | · | · |
Rentabilidad 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.4% | 11.6% | · | 15.8% | 14.8% | 14.0% | · | 14.6% | 15.2% | 9.3% | · | 12.5% | 10.6% | 9.8% | · | 10.0% | |
| Net Margin | 6.6% | 7.2% | · | 8.5% | 8.3% | 7.8% | · | 7.6% | 8.3% | 3.2% | · | 5.6% | 4.7% | 4.7% | · | 5.0% | |
| Pretax Margin | 10.0% | 8.4% | · | 12.0% | 11.0% | 10.2% | · | 10.8% | 11.6% | 4.6% | · | 7.8% | 5.8% | 5.9% | · | 6.9% | |
| EBITDA Margin | 12.4% | 11.6% | · | 15.8% | 14.8% | 14.0% | · | 14.6% | 15.2% | 9.3% | · | 17.9% | 15.8% | 15.2% | · | 16.0% | |
| ROA | 1.1% | 1.2% | · | 1.4% | 1.4% | 1.4% | · | 1.4% | 1.6% | 0.58% | · | 1.1% | 0.87% | 0.86% | · | 0.89% | |
| ROE | 3.7% | 4.0% | · | 5.3% | 5.4% | 5.2% | · | 5.8% | 6.6% | 2.5% | · | 5.1% | 4.1% | 4.1% | · | 4.6% | |
| ROIC | 3.7% | 5.2% | · | 6.3% | 6.6% | 6.5% | · | 7.3% | 8.4% | 4.6% | · | 7.2% | 6.8% | 6.3% | · | 7.0% |
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 | 1.5 | 2.1 | · | 2.2 | 2.1 | 2.1 | · | 2.0 | 2.3 | 2.1 | · | 2.1 | 2.0 | 2.1 | · | 2.0 | |
| Quick Ratio | 0.9 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.1 | 1.4 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | |
| Debt / Equity | 0.2 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 2.2 | · | 3.0 | 2.5 | 2.6 | · | 3.5 |
Eficiencia 3
| 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.1 | 1.1 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.2 | |
| Receivables Turnover | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.4 | · | 1.4 |
Valoración (TTM) 13
| 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 | $5.19B | $5.11B | · | $5.17B | $5.24B | $5.23B | · | $5.27B | $5.25B | $5.18B | · | $5.13B | $5.05B | $4.93B | · | $4.74B | |
| Net Income TTM | $398M | $408M | · | $419M | $421M | $353M | · | $326M | $286M | $235M | · | $256M | $228M | $209M | · | $217M | |
| Market Cap | $7.32B | $5.93B | · | $6.10B | $6.43B | $7.25B | · | $7.89B | $7.49B | $7.59B | · | $5.92B | $7.27B | $6.71B | · | $4.65B | |
| Enterprise Value | $7.19B | $5.32B | · | $5.50B | $5.81B | $6.68B | · | $7.33B | $6.66B | $6.97B | · | $5.33B | $6.78B | $6.22B | · | $4.17B | |
| P/E | 18.6 | 14.7 | · | 14.9 | 15.5 | 20.7 | · | 24.5 | 26.5 | 32.8 | · | 23.4 | 32.2 | 32.6 | · | 21.9 | |
| P/S | 1.4 | 1.2 | · | 1.2 | 1.2 | 1.4 | · | 1.5 | 1.4 | 1.5 | · | 1.2 | 1.4 | 1.4 | · | 1.0 | |
| P/B | 2.9 | 2.4 | · | 2.7 | 2.8 | 3.5 | · | 4.1 | 4.2 | 4.4 | · | 3.7 | 4.4 | 4.3 | · | 3.6 | |
| P / Cash Flow | · | 87.2 | · | · | · | 278.9 | · | · | · | 223.1 | · | · | · | -129.5 | · | · | |
| P / FCF | · | 329.3 | · | · | · | -426.5 | · | · | · | 632.2 | · | · | · | -72.0 | · | · | |
| EV / EBITDA | 43.1 | 36.5 | · | 27.0 | 30.1 | 37.9 | · | 38.0 | 32.5 | 57.6 | · | 22.7 | 33.2 | 31.9 | · | 21.1 | |
| EV / FCF | · | 295.7 | · | · | · | -392.9 | · | · | · | 580.5 | · | · | · | -66.7 | · | · | |
| EV / Revenue | 1.4 | 1.0 | · | 1.1 | 1.1 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.0 | 1.3 | 1.3 | · | 0.9 | |
| Earnings Yield | 5.4% | 6.8% | · | 6.7% | 6.5% | 4.8% | · | 4.1% | 3.8% | 3.0% | · | 4.3% | 3.1% | 3.1% | · | 4.6% |
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 | $5.12B | $5.28B | $5.18B | $4.88B | $4.42B |
| Margen Operativo % | 14.4% | 13.4% | 11.3% | 8.7% | 10.5% |
| Beneficio neto | $378M | $391M | $267M | $192M | $264M |
| EPS Diluido | $1.74 | $1.78 | $1.21 | $0.86 | $1.14 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.4 | 1.8 | 2.0 | 0.0 | 0.0 |
| Ratio corriente | 2.1 | 2.0 | 2.0 | 1.9 | 1.9 |
| Ratio Rápido | 1.2 | 1.2 | 1.2 | 1.1 | 1.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $453M | $436M | $437M | $143M | $437M |
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Propietarios institucionales (13F) 389 declarantes · $4.9B 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 |
|---|---|---|---|---|
| 54 (-5 vs trimestre anterior) | 61 (-18 vs trimestre anterior) | 100 (-33 vs trimestre anterior) | 145 (+1 vs trimestre anterior) | +20.9M |
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 |
|---|---|---|---|---|
| Artisan Partners Limited Partnership | $1 085 914 963 | 31 733 342 | 22,33% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $331 991 318 | 9 701 675 | 6,83% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $325 779 944 | 9 520 162 | 6,70% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $252 699 472 | 7 384 555 | 5,20% | Acciones |
| STATE STREET CORP | $228 869 725 | 6 688 186 | 4,71% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $187 080 569 | 5 466 995 | 3,85% | Acciones |
| FMR LLC | $139 582 395 | 4 078 971 | 2,87% | Acciones |
| Sessa Capital IM, L.P. | $121 115 838 | 3 539 329 | 2,49% | Acciones |
| FIFTHDELTA Ltd | $119 596 847 | 3 494 940 | 2,46% | Acciones |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $117 157 235 | 3 423 648 | 2,41% | Acciones |
| Channing Capital Management, LLC | $114 052 078 | 3 332 907 | 2,35% | Acciones |
| FIL Ltd | $113 501 752 | 3 316 825 | 2,33% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $110 709 889 | 3 234 235 | 2,28% | Acciones |
| LMR Partners LLP | $100 540 276 | 2 938 056 | 2,07% | Acciones |
| Parsifal Capital Management, LP | $82 069 655 | 2 398 295 | 1,69% | Acciones |
| NORGES BANK | $68 280 158 | 1 995 329 | 1,40% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $66 728 128 | 1 949 975 | 1,37% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $57 659 331 | 1 684 960 | 1,19% | Acciones |
| Gotham Asset Management, LLC | $49 832 327 | 1 456 234 | 1,02% | Acciones |
| Perpetual Ltd | $49 433 014 | 1 444 565 | 1,02% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46 597 853 | 1 361 714 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $46 320 740 | 1 353 616 | 0,95% | Acciones |
| Verition Fund Management LLC | $41 319 931 | 1 207 479 | 0,85% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $37 564 000 | 1 097 731 | 0,77% | Acciones |
| Quantinno Capital Management LP | $34 890 130 | 1 019 583 | 0,72% | Acciones |
| ExodusPoint Capital Management, LP | $33 266 973 | 972 150 | 0,68% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $31 823 813 | 929 977 | 0,65% | Acciones |
| JANUS HENDERSON GROUP PLC | $28 711 440 | 1 035 954 | 0,59% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $26 226 550 | 766 410 | 0,54% | Acciones |
| Pentwater Capital Management LP | $25 896 396 | 756 762 | 0,53% | Acciones |
| AQR Arbitrage LLC | $25 221 139 | 743 767 | 0,52% | Acciones |
| Leeward Investments, LLC - MA | $24 344 385 | 711 408 | 0,50% | Acciones |
| NATIXIS | $22 890 203 | 668 913 | 0,47% | Acciones |
| MAC Alpha Capital Management, LP | $22 095 731 | 645 643 | 0,45% | Acciones |
| Magnetar Financial LLC | $19 124 155 | 558 859 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $18 740 815 | 547 658 | 0,39% | Acciones |
| MACKENZIE FINANCIAL CORP | $17 164 923 | 501 605 | 0,35% | Acciones |
| Arnhold LLC | $17 133 954 | 500 700 | 0,35% | Acciones |
| CAPSTONE INVESTMENT ADVISORS, LLC | $17 110 000 | 500 000 | 0,35% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $17 110 000 | 500 000 | 0,35% | Acciones |
| Amundi | $17 075 677 | 498 997 | 0,35% | Acciones |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $16 357 160 | 478 000 | 0,34% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $16 126 620 | 471 263 | 0,33% | Acciones |
| California Public Employees Retirement System | $15 832 841 | 462 678 | 0,33% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $15 051 564 | 439 847 | 0,31% | Acciones |
| Swiss National Bank | $14 653 004 | 428 200 | 0,30% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $14 278 120 | 294 197 | 0,29% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $14 188 810 | 414 635 | 0,29% | Acciones |
| GOLDMAN SACHS GROUP INC | $14 115 066 | 412 480 | 0,29% | Acciones |
| BlackRock, Inc. | $13 924 460 | 406 910 | 0,29% | Acciones |
| Melqart Asset Management (UK) Ltd | $11 841 523 | 346 041 | 0,24% | Acciones |
| Empyrean Capital Partners, LP | $11 532 140 | 337 000 | 0,24% | Acciones |
| Point72 Asset Management, L.P. | $11 454 050 | 334 718 | 0,24% | Acciones |
| Schonfeld Strategic Advisors LLC | $11 220 224 | 327 885 | 0,23% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $11 072 839 | 323 578 | 0,23% | Acciones |
| Aristotle Capital Boston, LLC | $11 033 578 | 322 430 | 0,23% | Acciones |
| Cubist Systematic Strategies, LLC | $10 599 629 | 370 357 | 0,22% | Acciones |
| Glenmede Investment Management, LP | $10 376 181 | 362 550 | 0,21% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $10 319 709 | 299 122 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $10 123 214 | 365 459 | 0,21% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 753 829 | 285 033 | 0,20% | Acciones |
| MUFG Securities EMEA plc | $9 179 823 | 268 259 | 0,19% | Acciones |
| Corient Private Wealth LP | $8 324 189 | 243 255 | 0,17% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $8 302 833 | 242 631 | 0,17% | Acciones |
| FIRST TRUST ADVISORS LP | $8 302 780 | 242 642 | 0,17% | Acciones |
| ALGERT GLOBAL LLC | $7 983 971 | 233 313 | 0,16% | Acciones |
| Marathon Asset Management Ltd | $7 689 474 | 224 707 | 0,16% | Acciones |
| Retirement Systems of Alabama | $7 574 802 | 221 356 | 0,16% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 469 165 | 218 269 | 0,15% | Acciones |
| Stanley Capital Management, LLC | $7 412 052 | 216 600 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $7 225 724 | 211 155 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 988 959 | 252 309 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6 343 156 | 185 364 | 0,13% | Acciones |
| CWM, LLC | $6 287 374 | 226 981 | 0,13% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $5 922 285 | 173 065 | 0,12% | Acciones |
| VANGUARD GROUP INC | $5 867 722 | 181 607 | 0,12% | Acciones |
| Clearline Capital LP | $5 739 515 | 167 724 | 0,12% | Acciones |
| Trexquant Investment LP | $5 370 761 | 156 948 | 0,11% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $5 124 362 | 184 995 | 0,11% | Acciones |
| ALPINE ASSOCIATES MANAGEMENT INC. | $4 912 487 | 143 556 | 0,10% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $4 653 031 | 135 974 | 0,10% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $4 339 712 | 126 818 | 0,09% | Acciones |
| Legal & General Group Plc | $4 305 732 | 125 825 | 0,09% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $4 299 230 | 125 635 | 0,09% | Acciones |
| D. E. Shaw & Co., Inc. | $3 873 909 | 113 206 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $3 525 823 | 103 034 | 0,07% | Acciones |
| Cullen Capital Management, LLC | $3 339 393 | 97 586 | 0,07% | Acciones |
| WATER ISLAND CAPITAL LLC | $3 336 450 | 97 500 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $3 255 485 | 95 134 | 0,07% | Acciones |
| Mariner, LLC | $3 114 626 | 91 022 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3 110 530 | 90 898 | 0,06% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3 080 142 | 90 010 | 0,06% | Acciones |
| Hudson Bay Capital Management LP | $3 071 450 | 89 756 | 0,06% | Acciones |
| Lighthouse Investment Partners, LLC | $3 051 295 | 89 167 | 0,06% | Acciones |
| MARSHALL WACE, LLP | $2 995 174 | 87 527 | 0,06% | Acciones |
| Squarepoint Ops LLC | $2 963 281 | 86 595 | 0,06% | Acciones |
| Man Group plc | $2 936 829 | 85 822 | 0,06% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 882 052 | 89 200 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $2 824 348 | 82 535 | 0,06% | Acciones |
| State of Tennessee, Department of Treasury | $2 780 957 | 81 267 | 0,06% | Acciones |
Informantes de la empresa 35 insiders · 19 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Chris Villavarayan | CEO & President | 4 de agosto de 2023 P | 68 150 | 0 | 0 | $0 |
| Robert W. Bryant | President & CEO | 3 de marzo de 2022 M | 188 612 | 0 | 0 | $0 |
| Terrence Hahn | President & CEO | 7 de septiembre de 2018 A | — | 0 | 0 | $0 |
| Carl Douglas Anderson II | SVP and CFO | 14 de agosto de 2026 M | 90 417 | 0 | 0 | $0 |
| Sean M. Lannon | SVP & CFO | 27 de julio de 2023 M | 71 624 | 0 | 0 | $0 |
| Anthony Massey | VP, Finance & CAO | 1 de agosto de 2026 M | 45 702 | 0 | 0 | $0 |
| Alex Tablin-Wolf | SVP, GC and Corp. Secretary | 23 de diciembre de 2025 M | 23 365 | 0 | 0 | $0 |
| Amy Tufano | SVP & CHRO | 23 de diciembre de 2025 M | 19 186 | 0 | 0 | $0 |
| Hadi Awada | SVP, Glbl Mobility Coatings | 4 de diciembre de 2023 S | 14 656 | 0 | 0 | $0 |
| Brian A Berube | SVP and General Counsel | 17 de noviembre de 2023 S | 44 408 | 0 | 0 | $0 |
| Jacqueline Scanlan | SVP & CHRO | 9 de agosto de 2023 S | 4 001 | 0 | 0 | $0 |
| Troy D. Weaver | SVP, Glbl Refinish | 27 de julio de 2023 M | 55 367 | 0 | 0 | $0 |
| Shelley J Bausch | SVP, Glbl Industrial Coatings | 27 de julio de 2023 M | 24 951 | 0 | 0 | $0 |
| Jeremy Rohen | SVP, Strategy & Business Dev | 18 de enero de 2023 M | 4 518 | 0 | 0 | $0 |
| Barry S Snyder | SVP,Chief Ops & Sup Chain Offc | 29 de julio de 2021 M | 47 736 | 0 | 0 | $0 |
| Steven R. Markevich | EVP & Pres., Trans. Coatings | 16 de septiembre de 2020 S | 46 315 | 0 | 0 | $0 |
| Joseph F. Mcdougall | EVP & Pres., Global Refinish | 25 de febrero de 2019 A | 57 924 | 0 | 0 | $0 |
| Michael A. Cash | SVP & Pres., Indus. Coatings | 25 de febrero de 2019 A | 141 757 | 0 | 0 | $0 |
| Michael F. Finn | SVP & General Counsel | 15 de agosto de 2018 S | 73 886 | 0 | 0 | $0 |
| Robert M Mclaughlin | Consejero | 9 de noviembre de 2023 S | 92 649 | 0 | 0 | $0 |
| Mary Slagle Zappone | Consejero | 25 de octubre de 2023 A | — | 0 | 0 | $0 |
| Deborah J. Kissire | Consejero | 13 de septiembre de 2023 P | 41 973 | 0 | 0 | $0 |
| Jan Bertsch | Consejero | 13 de septiembre de 2023 M | 2 374 | 0 | 0 | $0 |
| William M Cook | Consejero | 12 de septiembre de 2023 P | 6 000 | 0 | 0 | $0 |
| Kevin M Stein | Consejero | 1 de septiembre de 2023 A | 36 600 | 0 | 0 | $0 |
| Tyrone Michael Jordan | Consejero | 28 de febrero de 2023 A | 10 414 | 0 | 0 | $0 |
| Samuel L. Smolik | Consejero | 28 de febrero de 2023 A | 47 773 | 0 | 0 | $0 |
| Rakesh Sachdev | Consejero | 28 de febrero de 2023 A | 128 127 | 0 | 0 | $0 |
| Steven M Chapman | Consejero | 28 de febrero de 2023 A | 18 072 | 0 | 0 | $0 |
| Elizabeth Cahill Lempres | Consejero | 15 de septiembre de 2022 M | 39 538 | 0 | 0 | $0 |
| Mark Garrett | Consejero | 3 de marzo de 2021 A | 34 475 | 0 | 0 | $0 |
| Charles W Shaver | Consejero | 5 de junio de 2019 M | 242 369 | 0 | 0 | $0 |
| Andreas Kramvis | Consejero | 18 de abril de 2019 M | 36 865 | 0 | 0 | $0 |
| Lori Ryerkerk | Consejero | 25 de febrero de 2019 A | 22 509 | 0 | 0 | $0 |
| Orlando Antonio Bustos | Consejero | 12 de mayo de 2016 M | 136 289 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 54 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 |
|---|---|---|---|---|
| BSJR · Invesco Exchange-Traded Self-Indexe… | 0,78% | 6 873 000 | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,49% | 221 920 NS | 30 de abril de 2026 | N-PORT |
| VAW · VANGUARD WORLD FUND | 0,48% | 626 159 SH | 8 de agosto de 2026 | Diario |
| IJJ · iShares Trust | 0,46% | 1 088 633 SH | 8 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,42% | 183 768 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,29% | 1 372 751 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,25% | 29 009 SH | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,24% | 84 813 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,24% | 27 200 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,23% | 42 373 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,22% | 7 384 436 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 346 134 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,20% | 153 576 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,16% | 3 116 035 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,13% | 645 307 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,12% | 3 534 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,12% | 134 002 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,11% | 8 551 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,11% | 107 536 SH | 8 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,09% | 48 295 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,09% | 4 908 666 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 2 456 338 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,08% | 323 846 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,07% | 12 771 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,06% | 8 365 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,06% | 869 734 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,05% | 7 276 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,05% | 9 985 NS | 31 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 10 232 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,04% | 29 106 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 36 623 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 8 530 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 170 005 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 445 420 NS | 30 de abril de 2026 | N-PORT |
| IUSV · iShares Trust | 0,03% | 183 792 SH | 8 de agosto de 2026 | Diario |
| DSI · iShares Trust | 0,02% | 33 138 SH | 8 de agosto de 2026 | Diario |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,02% | 3 302 NS | 31 de mayo de 2026 | N-PORT |
| IWD · iShares Trust | 0,02% | 473 193 SH | 8 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 128 740 SH | 8 de agosto de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 50 452 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 80 118 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 54 738 NS | 30 de abril de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 9 475 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 61 733 SH | 8 de agosto de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 151 684 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 274 136 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 6 801 852 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 171 671 SH | 8 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 35 274 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 17 952 SH | 8 de agosto de 2026 | Diario |