En esta página
01BLBD precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
25Señales de trading
26Mis Métricas
BLBD Blue Bird Corporation - Common Stock
NASDAQ · Machinery · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$56,53
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$46,14mínimo 52 semanas
$83,39máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.79B
P/E (TTM)
6.9
BPA (TTM)
$8.22
Ingresos (TTM)
$1.61B
tus insignias
Rango 52S
$46–$83
Calificación del Analista
BUY
Precio Objetivo
$89
P/E
6.9
ROE
64.3%
Margen de Beneficio Neto
17.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
BLBD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$56.53
Capitalización Bursátil (MRQ)
$1.79B
P/E (TTM)
6.9
BPA (TTM)
$8.22
Ingresos (TTM)
$1.61B
ROE (TTM)
64.3%
Deuda/Capital (MRQ)
0.1
Rango 52S
$46–$83
BLBD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.48B2017-09-30 → 2025-09-27
BPA$3.882017-09-30 → 2025-09-27
Flujo de caja libre$153M2017-09-30 → 2025-09-27
Margen neto17.5%2017-09-30 → 2025-09-27
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | BLBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 6.9promedio 5A ≈13.4 | ≈13.4 | 24.7 | Infravalorado | |
| P/S (TTM) | 1.1promedio 5A ≈0.8 | ≈0.8 | 1.4 | Sobrevalorado | |
| P/C (MRQ) | 2.7promedio 5A ≈56.9 | ≈56.9 | 3.8 | Valor razonable | |
| EV / EBITDA | 9.1promedio 5A ≈3.7 | ≈3.7 | 12.4 | Infravalorado | |
| Precio / FCF (TTM) | 11.7promedio 5A ≈6.5 | ≈6.5 | · | · | |
| Precio / Flujo de Caja (TTM) | 9.9promedio 5A ≈4.8 | ≈4.8 | 10.5 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 1.1promedio 5A ≈0.9 | ≈0.9 | · | · | |
| EV / FCF | 10.8promedio 5A ≈5.1 | ≈5.1 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 3.7 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.1 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | BLBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 20.6%promedio 5A ≈14.1% | ≈14.1% | 23.4% | Débil | |
| Margen Operativo (TTM) | 11.8%promedio 5A ≈5.3% | ≈5.3% | 14.3% | En línea | |
| Margen EBITDA (TTM) | 13.1%promedio 5A ≈6.6% | ≈6.6% | 14.3% | Débil | |
| Margen antes de impuestos (TTM) | 20.0%promedio 5A ≈4.1% | ≈4.1% | 15.7% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 17.5%promedio 5A ≈3.2% | ≈3.2% | 12.0% | De primer nivel | |
| ROA (TTM) | 32.4%promedio 5A ≈9.5% | ≈9.5% | 6.2% | De primer nivel | |
| ROE (TTM) | 64.3%promedio 5A ≈143.8% | ≈143.8% | 17.8% | De primer nivel | |
| ROIC | 35.8%promedio 5A ≈18.7% | ≈18.7% | 17.9% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | BLBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.1promedio 5A ≈28.2 | ≈28.2 | 0.5 | Baja deuda | |
| Ratio corriente (MRQ) | 1.6promedio 5A ≈1.3 | ≈1.3 | 2.1 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 1.1promedio 5A ≈0.6 | ≈0.6 | 0.9 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.1promedio 5A ≈24.5 | ≈24.5 | 0.5 | Baja deuda | |
| Interest Coverage (Cobertura de Intereses) | 23.2promedio 5A ≈9.1 | ≈9.1 | 9.6 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | BLBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 9.9%promedio 5A ≈20.9% | ≈20.9% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 22.7%promedio 5A ≈19.0% | ≈19.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.0% | · | · | · | |
| EPS YoY (EPS interanual) | 22.8% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 21.0% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 18.0% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 53.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 25.0% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 60.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | BLBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 2.6promedio 5A ≈2.6 | ≈2.6 | 1.1 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 8.8promedio 5A ≈7.5 | ≈7.5 | 3.5 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 37.1promedio 5A ≈59.0 | ≈59.0 | 7.7 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$737.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
12.2%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 12, 2026 | $1.28 | $1.33 | -3.5% |
| 31 de marzo de 2026 | $1.00 | $0.90 | 11.0% | |
| 31 de diciembre de 2025 | $1.00 | $0.83 | 20.1% | |
| 30 de septiembre de 2025 | $1.32 | $1.05 | 25.2% | |
| 30 de junio de 2025 | $1.19 | $0.98 | 21.1% | |
| 31 de marzo de 2025 | $0.96 | $0.97 | -0.81% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $1.35B | $1.13B | $801M | $684M | $879M | $1.02B | $1.02B | $991M | $932M | $919M | |
| Cost of Revenue | $1.18B | $1.09B | $994M | $764M | $612M | $783M | $885M | $903M | $863M | $803M | $799M | |
| Gross Profit | $304M | $256M | $139M | $37M | $72M | $96M | $133M | $122M | $127M | $129M | $120M | |
| R&D Expense | $15M | $9M | $7M | $6M | $5M | $6M | $12M | $8M | $7M | $5M | $5M | |
| SG&A Expense | $136M | $117M | $87M | $77M | $66M | $74M | $90M | $87M | $68M | $103M | $85M | |
| Operating Income | $167M | $139M | $52M | $-41M | $7M | $22M | $44M | $35M | $60M | $27M | $36M | |
| Interest Expense | $7M | $11M | $18M | $15M | $10M | $12M | $13M | $7M | $7M | $16M | $19M | |
| Interest Income | $6M | $4M | $1M | $9.0K | $4.0K | $11.0K | $9.0K | $70.0K | $140.0K | $133.0K | $113.0K | |
| Other Non-op | $3M | $-4M | $-8M | $3M | $2M | $738.0K | $-1M | $-2M | $-5M | $-539.0K | $0 | |
| Pretax Income | $170M | $127M | $26M | $-53M | $-2M | $10M | $30M | $27M | $37M | $10M | $17M | |
| Income Tax | $44M | $33M | $9M | $-11M | $-1M | $2M | $8M | $-3M | $12M | $6M | $4M | |
| Net Income | $128M | $106M | $24M | $-46M | $-289.0K | $12M | $24M | $31M | $29M | $7M | $15M | |
| EPS (Basic) | $4.01 | $3.27 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.92 | $1.15 | $0.79 | $0.14 | $0.59 | |
| EPS (Diluted) | $3.88 | $3.16 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 | $0.59 | |
| Shares (Basic) | 31,861,326 | 32,270,711 | 32,071,940 | 31,020,399 | 27,139,054 | 26,850,999 | 26,455,436 | 25,259,595 | 23,343,772 | 21,252,616 | 21,182,885 | |
| Shares (Diluted) | 32,883,436 | 33,349,221 | 32,258,652 | 31,020,399 | 27,139,054 | 27,086,555 | 27,043,814 | 28,616,862 | 24,877,729 | 21,315,619 | 25,497,602 | |
| EBITDA | $183M | $154M | $68M | $-27M | $20M | $36M | · | $42M | $63M | $35M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $229M | $128M | $79M | $10M | $12M | $45M | $71M | $60M | $63M | $63M | $53M | |
| Receivables | $21M | $59M | $13M | $13M | $10M | $8M | $11M | $24M | $10M | $20M | $14M | |
| Inventory | $139M | $128M | $135M | $143M | $125M | $57M | $79M | $57M | $76M | $54M | $49M | |
| Other Current Assets | $22M | $9M | $9M | $8M | $9M | $8M | $12M | $8M | $12M | $6M | $4M | |
| Current Assets | $412M | $323M | $236M | $174M | $156M | $117M | $172M | $150M | $160M | $133M | $129M | |
| PP&E (Net) | $109M | $97M | $95M | $101M | $105M | $103M | $100M | $66M | $35M | $33M | $29M | |
| PP&E (Gross) | $244M | $224M | $212M | $204M | $199M | $186M | $172M | $141M | $104M | $97M | $87M | |
| Accum. Depreciation | $141M | $131M | $121M | $108M | $98M | $89M | $79M | $75M | $70M | $64M | $58M | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Intangibles | $42M | $44M | $45M | $47M | $49M | $52M | $55M | $55M | $57M | $59M | $60M | |
| Other Non-current Assets | $2M | $2M | $2M | $1M | $1M | $1M | $375.0K | $2M | $975.0K | $2M | $2M | |
| Total Assets | $625M | $525M | $418M | $366M | $356M | $317M | $365M | $307M | $296M | $278M | $267M | |
| Accounts Payable | $151M | $143M | $137M | $108M | $72M | $58M | $102M | $96M | $87M | $81M | $79M | |
| Current Liabilities | $237M | $236M | $230M | $165M | $125M | $112M | $170M | $149M | $139M | $131M | $133M | |
| Capital Leases | $4M | $3M | $4M | $5M | $6M | $7M | $8M | $51.0K | $221.0K | $378.0K | $440.0K | |
| Deferred Tax | $5M | $3M | $3M | $0 | $4M | $254.0K | $168.0K | $197.0K | $0 | · | · | |
| Other Non-current Liabilities | $10M | $9M | $8M | $11M | $15M | $14M | $12M | $5M | $15M | $16M | $13M | |
| Long-term Debt | $90M | $95M | $130M | $150M | $164M | $174M | $183M | $142M | $151M | $152M | $187M | |
| Total Debt | $90M | $95M | $130M | $150M | $164M | $174M | · | $142M | $151M | $152M | · | |
| Paid-in Capital | $195M | $186M | $178M | $173M | $96M | $89M | $84M | $70M | $45M | $51M | $16M | |
| Retained Earnings | $88M | $0 | $-56M | $-80M | $-34M | $-33M | $-46M | $-69M | $-100M | $-129M | $-135M | |
| Treasury Stock | · | $0 | $50M | $50M | $50M | $50M | $50M | $0 | · | · | · | |
| AOCI | $-28M | $-26M | $-32M | $-42M | $-45M | $-58M | $-56M | $-38M | $-44M | $-59M | $-52M | |
| Stockholders' Equity | $255M | $160M | $40M | $1M | $-33M | $-53M | $-68M | $-28M | $-59M | $-87M | $-121M | |
| Liabilities + Equity | $625M | $525M | $418M | $366M | $356M | $317M | $365M | $307M | $296M | $278M | $267M | |
| Shares Outstanding | 31,884,721 | 32,268,022 | 32,165,225 | 32,024,911 | 27,205,269 | 27,048,404 | 26,476,336 | 27,259,262 | 23,739,344 | 22,518,058 | 20,874,882 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $15M | $16M | $14M | $13M | $14M | $10M | $9M | $8M | $8M | $9M | |
| Stock-based Comp | $15M | $9M | $4M | $4M | $6M | $4M | $4M | $3M | $1M | $13M | $2M | |
| Deferred Tax | $3M | $-2M | $8M | $-11M | $-925.0K | $29.0K | $7M | $6M | $-1M | $9M | $-9M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Other Non-cash | $15M | $-16M | $68M | $15M | $-72M | $-27M | · | $208.0K | $11M | $-12M | · | |
| Operating Cash Flow | $176M | $111M | $120M | $-24M | $-54M | $3M | $56M | $48M | $48M | $25M | $23M | |
| CapEx | $23M | $15M | $9M | $6M | $12M | $19M | $36M | $32M | $9M | $10M | $5M | |
| Investing Cash Flow | $-24M | $-16M | $-9M | $-6M | $-11M | $-19M | $-35M | $-32M | $-9M | $-10M | $-5M | |
| Stock Issued | · | $0 | $0 | $75M | $0 | $0 | · | · | · | · | · | |
| Stock Repurchased | $10M | $1M | $376.0K | $2M | $517.0K | $4M | · | · | · | · | · | |
| Net Stock Activity | $-10M | $-1M | $-376.0K | $73M | · | · | · | · | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Financing Cash Flow | $-51M | $-47M | $-43M | $30M | $33M | $-11M | $-10M | $-19M | $-28M | $-16M | $-26M | |
| Net Change in Cash | $102M | $49M | $69M | $-1M | $-33M | $-26M | $11M | $-2M | $10M | $-552.0K | $-8M | |
| Taxes Paid | $59M | $29M | $-29.0K | $-79.0K | $31.0K | $-2M | $5M | $4M | $8M | $159.0K | $7M | |
| Free Cash Flow | $153M | $96M | $111M | $-31M | $-66M | $-16M | · | $16M | $38M | $16M | · | |
| Levered FCF | $148M | $88M | $100M | $-42M | $-70M | $-26M | · | $9M | $33M | $9M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.5% | 19.0% | 12.3% | 4.6% | 10.5% | 10.9% | · | 11.9% | 12.9% | 13.9% | · | |
| Operating Margin | 11.3% | 10.3% | 4.6% | -5.1% | 0.95% | 2.5% | · | 3.2% | 5.5% | 2.9% | · | |
| Net Margin | 8.6% | 7.8% | 2.1% | -5.7% | -0.04% | 1.4% | · | 3.0% | 2.9% | 0.74% | · | |
| Pretax Margin | 11.5% | 9.4% | 2.3% | -6.6% | -0.29% | 1.2% | · | 2.6% | 3.8% | 1.1% | · | |
| EBITDA Margin | 12.3% | 11.4% | 6.0% | -3.3% | 2.9% | 4.1% | · | 4.1% | 6.3% | 3.7% | · | |
| ROA | 22.2% | 22.4% | 6.1% | -12.7% | -0.09% | 3.6% | · | 10.2% | 10.0% | 2.5% | · | |
| ROE | 61.6% | 105.8% | 115.1% | 292.6% | 0.67% | -20.1% | · | -71.0% | -39.6% | -6.6% | · | |
| ROIC | 35.8% | 40.4% | 19.8% | -21.1% | 2.0% | 15.6% | · | 32.0% | 40.2% | 17.2% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.4 | 1.0 | 1.1 | 1.3 | 1.0 | · | 1.0 | 1.2 | 1.1 | · | |
| Quick Ratio | 1.1 | 0.8 | 0.4 | 0.1 | 0.2 | 0.5 | · | 0.6 | 0.5 | 0.6 | · | |
| Debt / Equity | 0.4 | 0.6 | 3.3 | 108.7 | -5.0 | -3.3 | · | -5.0 | -2.6 | -1.7 | · | |
| LT Debt / Equity | 0.3 | 0.6 | 2.8 | 94.3 | -4.6 | -3.1 | · | -4.7 | -2.4 | -1.6 | · | |
| Interest Coverage | 23.2 | 13.2 | 2.9 | -2.8 | 0.7 | 1.8 | · | 5.0 | 7.5 | 1.6 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.9 | 2.9 | 2.2 | 2.0 | 2.6 | · | 3.4 | 3.5 | 3.4 | · | |
| Inventory Turnover | 8.8 | 8.3 | 7.1 | 5.7 | 6.7 | 11.6 | · | 13.5 | 13.3 | 15.6 | · | |
| Receivables Turnover | 37.1 | 37.6 | 90.2 | 71.2 | 77.8 | 96.8 | · | 59.9 | 65.0 | 54.7 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.01 | $4.95 | $1.24 | $0.04 | $-1.20 | $-1.97 | · | $-1.04 | $-2.46 | $-3.86 | · | |
| Revenue / Share | $45.01 | $40.40 | $35.12 | $25.81 | $25.20 | $32.46 | · | $35.82 | $39.82 | $43.72 | · | |
| Cash Flow / Share | $5.36 | $3.33 | $3.72 | $-0.79 | $-2.00 | $0.13 | · | $1.69 | $1.92 | $1.18 | · | |
| Cash / Share | $7.19 | $3.96 | $2.46 | $0.33 | $0.43 | $1.65 | · | $2.21 | $2.64 | $2.32 | · | |
| EPS (TTM) | $3.88 | $3.16 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 | $0.59 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.9% | 18.9% | 41.5% | 17.1% | -22.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.7% | 25.4% | 8.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 22.8% | 327.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 18.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 53.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.0% | 343.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 25.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 60.0% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.48B | $1.35B | $1.13B | $801M | $684M | $879M | $1.02B | $1.02B | $991M | $932M | $919M | |
| Net Income TTM | $128M | $106M | $24M | $-46M | $-289.0K | $12M | $24M | $31M | $29M | $7M | $15M | |
| Market Cap | $1.85B | $1.56B | $687M | $267M | $580M | $326M | · | $668M | $489M | $329M | · | |
| Enterprise Value | $1.71B | $1.53B | $738M | $407M | $733M | $456M | · | $750M | $578M | $429M | · | |
| P/E | 14.9 | 15.3 | 28.9 | -5.6 | -2132.0 | 26.8 | 21.2 | 22.7 | 27.8 | 104.4 | 17.4 | |
| P/S | 1.2 | 1.2 | 0.6 | 0.3 | 0.8 | 0.4 | · | 0.7 | 0.5 | 0.4 | · | |
| P/B | 7.2 | 9.8 | 17.2 | 193.5 | -17.8 | -6.1 | · | -23.6 | -8.4 | -3.8 | · | |
| P / Tangible Book | 9.5 | 16.1 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 10.5 | 14.1 | 5.7 | -10.9 | -10.7 | 94.3 | · | 13.8 | 10.3 | 13.1 | · | |
| P / FCF | 12.0 | 16.3 | 6.2 | -8.7 | -8.7 | -21.0 | · | 41.1 | 12.7 | 21.2 | · | |
| EV / EBITDA | 9.3 | 9.9 | 10.9 | -15.3 | 36.7 | 12.5 | · | 17.7 | 9.2 | 12.4 | · | |
| EV / FCF | 11.1 | 16.0 | 6.6 | -13.2 | -11.0 | -29.4 | · | 46.2 | 15.0 | 27.6 | · | |
| EV / Revenue | 1.2 | 1.1 | 0.7 | 0.5 | 1.1 | 0.5 | · | 0.7 | 0.6 | 0.5 | · | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | 0.00% | · | |
| Earnings Yield | 6.7% | 6.5% | 3.5% | -17.7% | -0.05% | 3.7% | 4.7% | 4.4% | 3.6% | 0.96% | 5.8% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | 0.00% | · | |
| Annual Payout | · | · | · | · | · | · | · | · | · | $0 | $0 |
Estado de resultados
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $517M | $353M | $333M | $409M | $398M | $359M | $314M | $350M | $333M | $346M | $318M | $303M | $300M | $236M | $335M | |
| Cost of Revenue | $414M | $282M | $262M | $323M | $312M | $288M | $254M | $291M | $264M | $282M | $254M | $253M | $264M | $228M | $334M | |
| Gross Profit | $103M | $71M | $71M | $86M | $86M | $71M | $60M | $60M | $69M | $64M | $64M | $50M | $36M | $7M | $995.0K | |
| SG&A Expense | $41M | $32M | $34M | $36M | $36M | $37M | $27M | $34M | $30M | $28M | $26M | $21M | $23M | $17M | $21M | |
| Operating Income | $63M | $39M | $38M | $50M | $50M | $34M | $33M | $26M | $40M | $36M | $38M | $29M | $12M | $-9M | $-20M | |
| Interest Expense | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $4M | $4M | $5M | $4M | $6M | |
| Interest Income | $627.0K | $2M | $2M | $2M | $1M | $1M | $2M | $1M | $990.0K | $1M | $1M | $746.0K | $12.0K | $0 | $9.0K | |
| Other Non-op | $136M | $-3M | $-211.0K | $626.0K | $-580.0K | $444.0K | $3M | $2M | $-3M | $-2M | $-1M | $-1M | $-342.0K | $-236.0K | $731.0K | |
| Pretax Income | $197M | $37M | $38M | $51M | $49M | $34M | $36M | $26M | $36M | $32M | $33M | $24M | $7M | $-14M | $-25M | |
| Income Tax | $10M | $9M | $9M | $14M | $12M | $9M | $9M | $7M | $10M | $8M | $8M | $9M | $1M | $-3M | $-512.0K | |
| Net Income | $185M | $29M | $31M | $36M | $36M | $26M | $29M | $25M | $29M | $26M | $26M | $19M | $7M | $-11M | $-25M | |
| EPS (Basic) | $5.41 | $0.93 | $0.97 | $1.14 | $1.16 | $0.82 | $0.89 | $0.76 | $0.89 | $0.81 | $0.81 | $0.58 | $0.22 | $-0.35 | $-0.80 | |
| EPS (Diluted) | $5.27 | $0.90 | $0.94 | $1.11 | $1.12 | $0.79 | $0.86 | $0.71 | $0.85 | $0.79 | $0.81 | $0.58 | $0.22 | $-0.35 | $-0.80 | |
| Shares (Basic) | 34,237,303 | 31,629,376 | 31,777,167 | · | 31,556,312 | 31,917,407 | 32,227,723 | · | 32,305,396 | 32,240,458 | 32,170,779 | · | 32,033,709 | 32,026,311 | · | |
| Shares (Diluted) | 35,150,916 | 32,430,122 | 32,624,339 | · | 32,581,820 | 32,885,993 | 33,360,940 | · | 33,653,447 | 33,074,592 | 32,429,127 | · | 32,322,163 | 32,026,311 | · | |
| EBITDA | $63M | $39M | $42M | · | $50M | $34M | $37M | · | $40M | $36M | $42M | · | $12M | $-6M | · |
Balance general
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $117M | $276M | $242M | $229M | $173M | $131M | $136M | $128M | $88M | $93M | $77M | · | $18M | $6M | $10M | |
| Receivables | $53M | $13M | $11M | $21M | $21M | $16M | $14M | $59M | $34M | $11M | $11M | · | $14M | $9M | $13M | |
| Inventory | $302M | $145M | $141M | $139M | $151M | $164M | $163M | $128M | $145M | $145M | $142M | · | $129M | $129M | $143M | |
| Other Current Assets | $41M | $33M | $32M | $22M | $15M | $18M | $18M | $9M | $9M | $19M | $12M | · | $11M | $14M | $8M | |
| Current Assets | $514M | $467M | $426M | $412M | $361M | $328M | $331M | $323M | $276M | $269M | $243M | · | $172M | $158M | $174M | |
| PP&E (Net) | $165M | $118M | $113M | $109M | $104M | $104M | $98M | $97M | $98M | $94M | $96M | · | $99M | $99M | $101M | |
| PP&E (Gross) | · | · | · | $244M | · | · | · | $224M | · | · | · | · | · | · | $204M | |
| Accum. Depreciation | · | · | · | $141M | · | · | · | $131M | · | · | · | · | · | · | $108M | |
| Goodwill | $264M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | · | $19M | $19M | $19M | |
| Intangibles | $176M | $41M | $41M | $42M | $42M | $43M | $43M | $44M | $44M | $44M | $45M | · | $46M | $47M | $47M | |
| Other Non-current Assets | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | · | $2M | $2M | $1M | |
| Total Assets | $1.17B | $689M | $642M | $625M | $575M | $544M | $535M | $525M | $468M | $456M | $431M | · | $364M | $352M | $366M | |
| Accounts Payable | $175M | $127M | $122M | $151M | $150M | $154M | $138M | $143M | $128M | $139M | $114M | · | $137M | $125M | $108M | |
| Current Liabilities | $313M | $254M | $235M | $237M | $229M | $227M | $229M | $236M | $198M | $220M | $188M | · | $198M | $184M | $165M | |
| Capital Leases | · | · | · | $4M | · | · | · | $3M | · | · | · | · | · | · | $5M | |
| Deferred Tax | $33M | $8M | $6M | $5M | $0 | $2M | $368.0K | $3M | $5M | $2M | $3M | · | $143.0K | $72.0K | $0 | |
| Other Non-current Liabilities | $14M | $13M | $14M | $10M | $8M | $8M | $8M | $9M | $9M | $8M | $9M | · | $9M | $9M | $11M | |
| Long-term Debt | $87M | $88M | $89M | $90M | $91M | $93M | $94M | $95M | $96M | $97M | $98M | · | $140M | $144M | $150M | |
| Total Debt | $87M | $88M | $89M | · | $91M | $93M | $94M | · | $96M | $97M | $98M | · | · | $144M | · | |
| Paid-in Capital | $342M | $198M | $196M | $195M | $196M | $192M | $187M | $186M | $194M | $191M | $187M | · | $174M | $174M | $173M | |
| Retained Earnings | $314M | $128M | $104M | $88M | $52M | $25M | $19M | $0 | $25M | $-4M | $-30M | · | $-84M | $-91M | $-80M | |
| Treasury Stock | · | · | · | · | · | · | · | · | $50M | $50M | $50M | · | $50M | $50M | $50M | |
| AOCI | $-783.0K | $-28M | $-28M | $-28M | $-26M | $-26M | $-26M | $-26M | $-31M | $-32M | $-32M | · | $-41M | $-42M | $-42M | |
| Stockholders' Equity | $655M | $298M | $271M | $255M | $222M | $190M | $180M | $160M | $137M | $106M | $76M | · | $-1M | $-9M | $1M | |
| Liabilities + Equity | $1.17B | $689M | $642M | $625M | $575M | $544M | $535M | $525M | $468M | $456M | $431M | · | $364M | $352M | $366M | |
| Shares Outstanding | 31,676,039 | 31,646,589 | 31,679,557 | 31,884,721 | 31,480,251 | 31,674,003 | 32,111,078 | 32,268,022 | 32,331,161 | 32,299,065 | 32,198,592 | · | 32,036,149 | 32,032,067 | 32,024,911 |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $4M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $3M | $7M | $3M | $2M | $2M | $2M | $2M | $2M | $699.0K | $589.0K | $537.0K | |
| Deferred Tax | $-5M | $3M | $3M | $8M | $-1M | $-2M | $-2M | $-6M | $2M | $682.0K | $1M | $8M | $1M | $-3M | $-5M | |
| Other Non-cash | · | · | $-3M | · | · | · | $-7M | · | · | · | $-33M | · | · | $30M | · | |
| Operating Cash Flow | $31M | $48M | $37M | $65M | $57M | $28M | $26M | $55M | $989.0K | $55M | $217.0K | $36M | $25M | $20M | $30M | |
| CapEx | $9M | $8M | $5M | $5M | $5M | $9M | $5M | $5M | $4M | $3M | $3M | $2M | $3M | $1M | $2M | |
| Investing Cash Flow | $-59M | $-8M | $-6M | $-5M | $-5M | $-9M | $-5M | $-6M | $-4M | $-3M | $-3M | $-2M | $-3M | $-1M | $-2M | |
| Stock Repurchased | $0 | $198.0K | $2M | $5M | $0 | $3M | $1M | $877.0K | $0 | $0 | $301.0K | $319.0K | $0 | $57.0K | $205.0K | |
| Net Stock Activity | · | · | $-2M | · | · | · | $-1M | · | · | · | $-301.0K | · | · | $-57.0K | · | |
| Financing Cash Flow | $-131M | $-6M | $-18M | $-4M | $-10M | $-24M | $-13M | $-10M | $-1M | $-36M | $995.0K | $-5M | $-10M | $-23M | $-44M | |
| Net Change in Cash | $-159M | $34M | $12M | $56M | $42M | $-5M | $8M | $39M | $-5M | $16M | $-2M | $28M | $12M | $-5M | $-16M | |
| Taxes Paid | $9M | $7M | $1.0K | $15M | $13M | $31M | $80.0K | $11M | $9M | $9M | $2.0K | $4.0K | $38.0K | $-90.0K | $-127.0K | |
| Free Cash Flow | · | · | $31M | · | · | · | $22M | · | · | · | $-3M | · | · | $19M | · | |
| Levered FCF | · | · | $30M | · | · | · | $20M | · | · | · | $-5M | · | · | $15M | · |
Rentabilidad
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.0% | 20.0% | 21.4% | · | 21.6% | 19.7% | 19.2% | · | 20.8% | 18.4% | 20.0% | · | 11.9% | 3.2% | · | |
| Operating Margin | 12.1% | 11.1% | 11.3% | · | 12.6% | 9.4% | 10.5% | · | 11.9% | 10.4% | 11.9% | · | 4.2% | -4.0% | · | |
| Net Margin | 35.8% | 8.3% | 9.2% | · | 9.2% | 7.3% | 9.2% | · | 8.6% | 7.5% | 8.2% | · | 2.4% | -4.8% | · | |
| Pretax Margin | 38.1% | 10.4% | 11.4% | · | 12.4% | 9.4% | 11.3% | · | 10.8% | 9.3% | 10.3% | · | 2.3% | -6.1% | · | |
| EBITDA Margin | 12.1% | 11.1% | 12.5% | · | 12.6% | 9.4% | 11.8% | · | 11.9% | 10.4% | 13.1% | · | 4.2% | -2.5% | · | |
| ROA | 21.3% | 4.8% | 5.2% | · | 7.0% | 5.2% | 5.9% | · | 6.7% | 6.3% | 6.7% | · | · | -3.2% | · | |
| ROE | 42.3% | 12.0% | 13.6% | · | 20.3% | 17.6% | 22.5% | · | 38.9% | 49.7% | 78.8% | · | · | -77.2% | · | |
| ROIC | 8.0% | 7.6% | 7.9% | · | 12.0% | 8.7% | 9.1% | · | 12.3% | 13.2% | 16.2% | · | · | -5.5% | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.8 | 1.8 | · | 1.6 | 1.4 | 1.4 | · | 1.4 | 1.2 | 1.3 | · | · | 0.9 | · | |
| Quick Ratio | 0.5 | 1.1 | 1.1 | · | 0.8 | 0.6 | 0.7 | · | 0.6 | 0.5 | 0.5 | · | · | 0.1 | · | |
| Debt / Equity | 0.1 | 0.3 | 0.3 | · | 0.4 | 0.5 | 0.5 | · | 0.7 | 0.9 | 1.3 | · | · | -15.7 | · | |
| LT Debt / Equity | 0.1 | 0.3 | 0.3 | · | 0.4 | 0.5 | 0.5 | · | 0.7 | 0.9 | 1.2 | · | · | -13.5 | · | |
| Interest Coverage | 31.9 | 25.3 | 24.1 | · | 28.8 | 18.6 | 17.3 | · | 18.9 | 12.8 | 10.5 | · | 2.4 | -2.2 | · |
Eficiencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | · | 0.7 | · | |
| Inventory Turnover | 1.8 | 1.8 | 1.7 | · | 2.1 | 1.9 | 1.7 | · | 1.9 | 2.1 | 1.9 | · | · | 1.7 | · | |
| Receivables Turnover | 13.9 | 24.6 | 26.9 | · | 14.4 | 26.4 | 25.0 | · | 14.7 | 27.6 | 31.4 | · | · | 30.9 | · |
Por Acción
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.67 | $9.41 | $8.57 | · | $7.05 | $6.01 | $5.60 | · | $4.25 | $3.28 | $2.35 | · | · | $-0.29 | · | |
| Revenue / Share | $14.71 | $10.87 | $10.21 | · | $12.22 | $10.91 | $9.41 | · | $9.91 | $10.46 | $9.80 | · | $9.28 | $7.36 | · | |
| Cash Flow / Share | · | · | $1.12 | · | · | · | $0.79 | · | · | · | $0.01 | · | · | $0.62 | · | |
| Cash / Share | $3.69 | $8.72 | $7.63 | · | $5.50 | $4.13 | $4.24 | · | $2.73 | $2.88 | $2.40 | · | · | $0.18 | · | |
| EPS (TTM) | $8.22 | $4.07 | $3.96 | · | $3.48 | $3.21 | $3.21 | · | $3.03 | $2.47 | $1.90 | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.61B | $1.49B | $1.50B | · | $1.42B | $1.36B | $1.34B | · | $1.30B | $1.26B | $1.21B | · | · | · | · | |
| Net Income TTM | $282M | $133M | $130M | · | $116M | $108M | $108M | · | $100M | $80M | $61M | · | · | · | · | |
| Market Cap | $2.50B | $1.74B | $1.61B | · | $1.36B | $1.04B | $1.27B | · | $1.74B | $1.24B | $868M | · | · | $343M | · | |
| Enterprise Value | $2.47B | $1.56B | $1.45B | · | $1.28B | $1.00B | $1.22B | · | $1.75B | $1.24B | $889M | · | · | $482M | · | |
| P/E | 9.6 | 13.5 | 12.8 | · | 12.4 | 10.3 | 12.3 | · | 17.8 | 15.5 | 14.2 | · | · | · | · | |
| P/S | 1.5 | 1.2 | 1.1 | · | 1.0 | 0.8 | 0.9 | · | 1.3 | 1.0 | 0.7 | · | · | · | · | |
| P/B | 3.8 | 5.9 | 5.9 | · | 6.1 | 5.5 | 7.0 | · | 12.7 | 11.7 | 11.5 | · | · | -37.3 | · | |
| P / Tangible Book | 11.6 | 7.3 | 7.6 | · | 8.4 | 8.1 | 10.8 | · | 23.4 | 29.2 | 73.6 | · | · | · | · | |
| P / Cash Flow | · | · | 43.9 | · | · | · | 48.0 | · | · | · | 4000.3 | · | · | 17.2 | · | |
| EV / Revenue | 1.5 | 1.0 | 1.0 | · | 0.9 | 0.7 | 0.9 | · | 1.3 | 1.0 | 0.7 | · | · | · | · | |
| Earnings Yield | 10.4% | 7.4% | 7.8% | · | 8.1% | 9.8% | 8.1% | · | 5.6% | 6.4% | 7.0% | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| Ingresos | $1.48B | $1.35B | $1.13B | $801M | $801M |
| Margen Bruto % | 20.5% | 19.0% | 12.3% | 4.6% | · |
| Margen Operativo % | 11.3% | 10.3% | 4.6% | -5.1% | · |
| Beneficio neto | $128M | $106M | $24M | $-46M | $-46M |
| EPS Diluido | $3.88 | $3.16 | $0.74 | $-1.48 | $-1.48 |
| Métrica | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.6 | 3.3 | 108.7 | · |
| Ratio corriente | 1.7 | 1.4 | 1.0 | 1.1 | · |
| Ratio Rápido | 1.1 | 0.8 | 0.4 | 0.1 | · |
| Métrica | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $153M | $96M | $111M | $-31M | · |
Propietarios institucionales (13F) 329 declarantes · $2.5B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
329
Valor en tenencia
$2.5B
Nuevas posiciones
55
Posiciones cerradas
32
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 55 (-3 vs trimestre anterior) | 32 (+5 vs trimestre anterior) | 114 (+17 vs trimestre anterior) | 100 (-2 vs trimestre anterior) | -2.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $238 250 168 | 3 017 353 | 9,51% | Acciones |
| BlackRock, Inc. | $207 492 984 | 2 627 824 | 8,28% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $126 044 795 | 1 596 312 | 5,03% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $110 656 992 | 1 401 431 | 4,42% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $97 929 034 | 1 240 236 | 3,91% | Acciones |
| VANGUARD GROUP INC | $95 930 995 | 2 041 085 | 3,83% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $78 580 046 | 995 188 | 3,14% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $69 027 379 | 874 048 | 2,75% | Acciones |
| BANK OF AMERICA CORP /DE/ | $63 565 248 | 805 031 | 2,54% | Acciones |
| STATE STREET CORP | $63 473 733 | 803 872 | 2,53% | Acciones |
| JANUS HENDERSON GROUP PLC | $62 669 415 | 1 102 335 | 2,50% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $56 807 504 | 719 465 | 2,27% | Acciones |
| 325 CAPITAL LLC | $56 171 354 | 711 390 | 2,24% | Acciones |
| Allspring Global Investments Holdings, LLC | $51 630 936 | 662 955 | 2,06% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $51 129 758 | 647 540 | 2,04% | Acciones |
| GOLDMAN SACHS GROUP INC | $45 715 234 | 578 967 | 1,82% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $41 836 008 | 529 838 | 1,67% | Acciones |
| Aberdeen Group plc | $40 732 543 | 515 863 | 1,63% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $35 915 114 | 454 852 | 1,43% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $34 655 701 | 438 902 | 1,38% | Acciones |
| Empowered Funds, LLC | $28 895 728 | 365 954 | 1,15% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $27 233 225 | 344 899 | 1,09% | Acciones |
| Nuveen, LLC | $26 618 680 | 337 116 | 1,06% | Acciones |
| BLAIR WILLIAM & CO/IL | $25 343 475 | 320 966 | 1,01% | Acciones |
| MARSHALL WACE, LLP | $24 566 351 | 311 124 | 0,98% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $24 328 438 | 428 393 | 0,97% | Acciones |
| NORTHERN TRUST CORP | $23 743 035 | 300 697 | 0,95% | Acciones |
| FEDERATED HERMES, INC. | $23 657 048 | 299 608 | 0,94% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23 170 180 | 293 442 | 0,92% | Acciones |
| LOOMIS SAYLES & CO L P | $22 931 642 | 290 421 | 0,91% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $20 960 406 | 265 456 | 0,84% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $17 911 602 | 226 844 | 0,71% | Acciones |
| D. E. Shaw & Co., Inc. | $16 334 771 | 206 874 | 0,65% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $16 308 083 | 206 536 | 0,65% | Acciones |
| MORGAN STANLEY | $15 899 365 | 201 359 | 0,63% | Acciones |
| GLOBEFLEX CAPITAL L P | $15 623 973 | 197 872 | 0,62% | Acciones |
| FIRST TRUST ADVISORS LP | $15 380 539 | 194 789 | 0,61% | Acciones |
| Invesco Ltd. | $15 098 889 | 191 222 | 0,60% | Acciones |
| ROYCE & ASSOCIATES LP | $15 090 914 | 191 121 | 0,60% | Acciones |
| JPMORGAN CHASE & CO | $13 743 901 | 175 461 | 0,55% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $12 600 200 | 159 577 | 0,50% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12 558 588 | 159 050 | 0,50% | Acciones |
| SEI INVESTMENTS CO | $12 348 414 | 156 388 | 0,49% | Acciones |
| HighTower Advisors, LLC | $12 078 291 | 152 967 | 0,48% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $11 797 572 | 149 412 | 0,47% | Acciones |
| DEUTSCHE BANK AG\ | $10 997 944 | 139 285 | 0,44% | Acciones |
| Hillsdale Investment Management Inc. | $10 920 168 | 138 300 | 0,44% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $9 689 814 | 122 718 | 0,39% | Acciones |
| WELLS FARGO & COMPANY/MN | $9 398 056 | 119 023 | 0,37% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $9 021 496 | 114 254 | 0,36% | Acciones |
Activistas y propietarios del %+ 5 8 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 |
|---|---|---|---|---|---|
| Groupe Autobus Girardin Ltee, Steve Girardin, Andre Girardin, Dave Girardin | 8 de abril de 2026 | 7,88% | Presentación inicial | Inversión pasiva | SEC |
| ASP BB HOLDINGS LLC, ASP BB INVESTCO LP, AMERICAN SECURITIES PARTNERS VII, L.P., AMERICAN SECURITIES PARTNERS VII(B), L.P., AMERICAN SECURITIES PARTNERS VII(C), L.P., AMERICAN SECURITIES ASSOCIATES VII, LLC, AMERICAN SECURITIES LLC ×5 presentaciones | 22 de febrero de 2024 | · | Presentación inicial | · | SEC |
| Coliseum Capital Management, LLC, Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Adam Gray, Christopher Shackelton ×8 presentaciones | 14 de junio de 2023 | · | Presentación inicial | · | SEC |
| Spitfire Capital LLC, Julian A.L. Allen ×4 presentaciones | 17 de diciembre de 2018 | · | Presentación inicial | · | SEC |
| OR ×3 presentaciones | 22 de octubre de 2018 | · | Presentación inicial | · | SEC |
| ASP BB HOLDINGS LLC (See Item 2), ASP BB INVESTCO LP (See Item 2), AMERICAN SECURITIES PARTNERS VII, L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(B), L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(C), L.P. (See Item 2), AMERICAN SECURITIES ASSOCIATES VII, LLC (See Item 2), AMERICAN SECURITIES LLC (See Item 2) ×2 presentaciones | 19 de septiembre de 2016 | · | Presentación inicial | · | SEC |
| Stephen Feinberg ×4 presentaciones | 13 de junio de 2016 | · | Presentación inicial | · | SEC |
| Hennessy Capital Partners I LLC, Hennessy Capital LLC, Daniel J. Hennessy ×2 presentaciones | 27 de abril de 2015 | · | 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.
Informantes de la empresa 41 insiders · 17 directivos · 24 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| John Wyskiel | President & CEO | 2 de diciembre de 2025 A | 136 419 | 0 | 0 | $0 |
| Matthew Stevenson | President & CEO | 1 de julio de 2022 F | 213 534 | 0 | 0 | $0 |
| Razvan Radulescu | Chief Financial Officer | 19 de febrero de 2026 S | 42 255 | 0 | 3 | $-1 003 029 |
| Jeffery L Taylor | Chief Financial Officer | 11 de diciembre de 2020 A | 21 842 | 0 | 0 | $0 |
| Phillip Tighe | Chief Financial Officer | 11 de diciembre de 2019 A | 116 212 | 0 | 0 | $0 |
| Charles B Lowrey II | EVP, CFO and Secretary | 11 de junio de 2014 P | 18 000 | 0 | 0 | $0 |
| Britton Smith | President | 12 de septiembre de 2024 S | 80 617 | 0 | 0 | $0 |
| Kevin M. Charlton | President and COO | 11 de junio de 2014 P | 67 000 | 0 | 0 | $0 |
| Jeffrey Scott Sanfrey | Chief Operating Officer | 16 de septiembre de 2026 S | 35 011 | 0 | 2 | $-553 540 |
| Charles R Jenkins III | Chief Operating Officer | 11 de diciembre de 2020 A | 30 834 | 0 | 0 | $0 |
| John Kwapis | Chief Operating Officer | 10 de junio de 2016 F | 35 768 | 0 | 0 | $0 |
| Ted Scartz | SVP General Counsel | 12 de diciembre de 2025 F | 59 910 | 0 | 0 | $0 |
| Paul Yousif | General Counsel & Treasurer | 2 de marzo de 2022 M | 30 420 | 0 | 0 | $0 |
| Thomas Arthur Roberts | Chief Adminstrative Officer | 31 de octubre de 2021 A | 61 050 | 0 | 0 | $0 |
| Mark Ashburn Terry | Chief Commercial Officer | 8 de junio de 2020 S | 38 055 | 0 | 0 | $0 |
| Michael Mccurdy | VP of Human Resources | 12 de octubre de 2016 M | 13 383 | 0 | 0 | $0 |
| Dale Wendell | Chief Commercial Officer | 10 de junio de 2016 F | 36 779 | 0 | 0 | $0 |
| Daniel Mark Thau | Consejero | 12 de agosto de 2026 P | 9 046 | 3 | 0 | $62 477 |
| Steve Girardin | Consejero | 1 de abril de 2026 A | 2 297 | 0 | 0 | $0 |
| Simon J Newman | Consejero | 1 de abril de 2026 A | 10 334 | 0 | 0 | $0 |
| Edward T. Hightower | Consejero | 1 de abril de 2026 A | 6 396 | 0 | 0 | $0 |
| Douglas J. Grimm | Consejero | 1 de abril de 2026 A | 28 764 | 0 | 0 | $0 |
| Kevin S. Penn | Consejero | 1 de abril de 2026 A | 6 396 | 0 | 0 | $0 |
| Mark Blaufuss | Consejero | 1 de abril de 2026 A | 10 334 | 0 | 0 | $0 |
| Julie A Fream | Consejero | 1 de abril de 2026 A | 9 705 | 0 | 0 | $0 |
| Phil Horlock | Consejero | 12 de diciembre de 2025 S | 225 385 | 0 | 2 | $-775 489 |
| Gurminder S Bedi | Consejero | 13 de agosto de 2024 S | 0 | 0 | 0 | $0 |
| Alan H Schumacher | Consejero | 1 de junio de 2023 A | 27 615 | 0 | 0 | $0 |
| Kathleen Shaw | Consejero | 1 de abril de 2022 A | 11 859 | 0 | 0 | $0 |
| Chan Galbato | Consejero | 1 de abril de 2022 A | 29 991 | 0 | 0 | $0 |
| Daniel J Hennessy | Consejero | 4 de septiembre de 2018 S | 5 053 | 0 | 0 | $0 |
| Dev Kapadia | Consejero | 5 de abril de 2016 A | 9 486 | 0 | 0 | $0 |
| Dennis M Donovan | Consejero | 5 de abril de 2016 A | 9 486 | 0 | 0 | $0 |
| James Marcotuli | Consejero | 30 de mayo de 2015 A | 4 878 | 0 | 0 | $0 |
| Joseph Tabet | Consejero | 15 de octubre de 2013 P | · | 0 | 0 | $0 |
| Richard Edward Burns | Consejero | 15 de octubre de 2013 P | · | 0 | 0 | $0 |
| Peter Shea | Consejero | 15 de octubre de 2013 P | · | 0 | 0 | $0 |
| Bradley J Bell | Consejero | 15 de octubre de 2013 P | · | 0 | 0 | $0 |
| Hennessy Capital LLC | Propietario del 10% | 22 de abril de 2015 J | 0 | 0 | 0 | $0 |
| Hennessy Capital Partners I, LLC | Propietario del 10% | 22 de abril de 2015 J | 0 | 0 | 0 | $0 |
| FEINBERG STEPHEN | · | 8 de junio de 2016 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 46 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 |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 1,39% | 89 224 SH | 1 de octubre de 2026 | Diario |
| IDRV · iShares Trust | 1,08% | 25 795 SH | 11 de septiembre de 2026 | Diario |
| SAWS · ETF Series Solutions | 1,04% | 1 097 NS | 31 de julio de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,88% | 12 806 NS | 31 de julio de 2026 | N-PORT |
| PBD · Invesco Exchange-Traded Fund Trust … | 0,85% | 17 724 SH | 1 de octubre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,64% | 111 134 NS | 31 de julio de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,44% | 62 612 NS | 31 de julio de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,31% | 22 830 SH | 1 de octubre de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,30% | 55 239 NS | 31 de julio de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,25% | 50 961 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,25% | 2 051 NS | 31 de julio de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 16 832 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,18% | 90 307 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,18% | 10 969 SH | 19 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,16% | 14 372 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,15% | 34 224 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,13% | 301 390 SH | 11 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,13% | 10 069 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,13% | 203 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,12% | 595 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 35 586 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 183 777 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 3 562 SH | 1 de octubre de 2026 | Diario |
| IWM · iShares Trust | 0,06% | 814 105 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,06% | 9 414 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,05% | 109 978 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,03% | 9 840 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 362 932 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,03% | 36 497 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 1 572 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 5 740 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 8 490 SH | 1 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 1 752 SH | 10 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 81 886 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 4 738 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3 011 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2 686 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 9 005 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10 282 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 10 150 SH | 10 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 42 466 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 006 416 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 598 SH | 19 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 16 NS | 31 de julio de 2026 | N-PORT |
| ISCB · iShares Trust | · | 1 312 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 17 981 SH | 11 de septiembre de 2026 | Diario |
BLBD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$89.50
+58,3%
4 28,6%
Compra fuerte
9 64,3%
Compra
1 7,1%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
8 analistas · 2026-09-30Objetivo medio $89.12 +57,7%
← Por Debajo de Todos los Objetivos
Precio Actual $56.53
Mín$82.00
Media$89.12
Máx$95.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BLBD | $1.85B | 14.9 | 9.9% | 8.6% | 61.6% | 20.5% |
| FSS | $6.61B | 27.1 | 17.1% | 11.3% | 18.6% | 28.9% |
| TEX | $3.46B | 16.0 | 5.7% | 4.1% | 10.9% | 19.4% |
| ATMU | · | 20.8 | 5.7% | 11.8% | 59.7% | 28.2% |
| TRN | · | 8.7 | -29.9% | 11.7% | 23.7% | · |
| GBX | $1.44B | 7.3 | -8.6% | 6.3% | 14.0% | 18.8% |
| ASTE | $991M | 25.8 | 8.1% | 2.8% | 5.9% | 26.5% |
| PLOW | $753M | 16.7 | 15.4% | 7.1% | 16.9% | 26.6% |
| MTW | $425M | 60.0 | 2.9% | 0.32% | 1.1% | 18.1% |
| MLR | $425M | 18.9 | -37.2% | 2.9% | 5.5% | 15.2% |
| WNC | $350M | 1.7 | -20.8% | 13.7% | 56.2% | 4.5% |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 5, 2026