BWA BorgWarner Inc. Common Stock
NYSE · Auto Components · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026BWA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 5 de julio de 2023 | 142-for-125 | Adelante |
| 17 de diciembre de 2013 | 2-for-1 | Adelante |
| 18 de diciembre de 2007 | 2-for-1 | Adelante |
| 18 de mayo de 2004 | 2-for-1 | Adelante |
Acerca de BorgWarner Inc. Common Stock Descripción general de la empresa de Wikipedia
BorgWarner Inc. es un proveedor automotriz estadounidense con sede en Auburn Hills, Míchigan. La empresa cuenta con plantas de producción y centros técnicos repartidos en 93 ubicaciones de 22 países y en 2022 empleaba a 49 000 personas aproximadamente en todo el mundo. BorgWarner es uno de los 25 proveedores automotrices más grandes del mundo. Frédéric Lissalde fue nombrado director ejecutivo de BorgWarner Inc. el 1 de agosto de 2018.
Historia
Fundada como Morse Equalizing Spring Co. en 1880, la empresa se convirtió en Borg-Warner Corporation por fusión.
En 1912, Julius Behr y Albert Ruprecht, combinando sus conocimientos, crearon la empresa BERU AG en Alemania, que se convertiría en BorgWarner BERU Systems, que desarrolló y produjo un innovador sistema de encendido del motor que mejoraba el arranque en frío de los motores diésel.
La empresa se originó en 1928 a partir de la fusión de Warner Gear (fundada por Thomas Warner en 1901), Borg & Beck (fundada por Charles Borg y Marshall Beck en 1903) y Marvel Schelber Carburetor Co (fundada en 1905 por George Schebler) y Mechanics Universal Joint Co. La compañía se hizo conocida como la proveedora de la caja de cambios Warner Gear con overdrive para numerosos automóviles de los años 1930 y por desarrollar la transmisión automática de tres velocidades introducida en los años 1950 para Studebaker, junto con el carburador Holley bajo la marca Borg & Beck. Seguirían otras innovaciones importantes para toda la industria automotriz, como la transmisión y los turbocompresores "Ford-O-Matic" en la década de 1950.
El nombre Warner Gear todavía se usa en las transmisiones industriales y marinas de Borg Warner bajo la marca Velvet Drive, que se vendió en 1995 a Regal-Beloit Corporation, que utilizó la denominación "Velvet Drive Transmissions".
También desarrolló un turbocompresor de geometría variable en colaboración con Porsche, la turbina VTG utilizada en el Porsche 997. Grupo Volkswagen desde 1999 y Peugeot, Ford Motor Company y Renault desde 2002 se convirtieron en los principales clientes de los turbocompresores K-Series de BorgWarner.
En 2006, se adquirió la división europea de controles de motor y transmisión de Eaton Corporation en Mónaco.
La compañía tiene su sede en Auburn Hills, Míchigan.
Actividad
En enero de 2020, BorgWarner anunció la adquisición de Delphi Corporation por US$3 300 000 000 (equivalente a $4 105 374 823 en 2025).
También en 2020, reportó ingresos por US$10 200 000 000 (equivalente a $12 689 340 363 en 2025), un beneficio de explotación por US$618 000 000 (equivalente a $768 824 740 en 2025) y activos totales por US$16 029 000 000 (equivalente a $19 940 925 164 en 2025).
BorgWarner tiene subsidiarias y fábricas tanto en América del Norte como en Europa, especialmente en Alemania y en Asia y cuenta en su cartera de clientes no solamente con los tres fabricantes de automóviles estadounidenses y casi todos los fabricantes europeos, sino también con empresas de Asia, gracias en particular a su experiencia en transmisiones automáticas.
La empresa tiene centros de producción en Alemania, Hungría, Polonia, España, Portugal, Francia, Irlanda, Suecia, Reino Unido, Italia y Luxemburgo.
Antes de la adquisición de Delphi Technologies, la única fábrica francesa de la compañía estaba ubicada en Eyrein, cerca de Tulle. Después de haber tenido más de 600 empleados a principios de los años 2010, la empresa anunció el cierre de las instalaciones para marzo de 2022. Solamente se ha mantenido la fábrica de Blois, en Loir y Cher, dedicada a la producción de inyectores Diésel y el desarrollo de sistemas de inyección de hidrógeno.
En febrero de 2022, se anunció que BorgWarner había adquirido Santroll Automotive Components, una subsidiaria del negocio eMotor de la empresa china Santroll, por unos 1 400 000 000 ¥.
Productos
BorgWarner divide sus productos en tres divisiones principales: tecnologías de tren motriz para vehículos eléctricos, vehículos híbridos y con motor de combustión interna, así como equipos de gestión de aire, propulsión, transmisión electrónica e inyección de combustible. Además, la empresa también ofrece aplicaciones para vehículos comerciales ligeros, medianos y pesados y también para la industria automotriz. También gestiona una amplia cartera de servicios de posventa.
Tecnologías para vehículos eléctricos
Módulos y paquetes de baterías.
Controladores.
Cajas de cambios servoeléctricas.
Motores eléctricos: motores de alta tensión con imanes permanentes.
E-Axes (Módulo de accionamiento eléctrico integrado).
Electrónica de potencia.
Gestión del calor (equipos de alto voltaje y baterías).
Tecnologías para vehículos híbridos
Controladores.
Sensores.
Tecnologías de accionamiento eléctrico.
Gestión de escapes.
Inyección de combustible.
Electrónica de potencia.
Arquitecturas híbridas P0, P1, P2, P3, P4 y PS.
Gestión térmica (baterías y equipos, ventiladores de 48 V).
Tecnologías para vehículos con motores de combustión interna
Sistemas de distribución y control de par, por ejemplo: embragues, distribuidores de transmisión y sistemas 4x4.
Tracción total y sistemas de eje transversal.
Tecnologías de propulsión.
Controladores.
Sensores.
Sistemas de control de motores, por ejemplo: correas de distribución.
Gestión de gases de admisión y escape, tales como: módulos y válvulas de recirculación de gases de escape (EGR).
Sistemas de inyección de combustible.
Tecnología de encendido (bobinas de encendido y bujías de precalentamiento).
Gestión térmica de motores.
Tecnologías de engranajes, tales como embragues multidisco y piñones libres.
Sistemas de distribución de válvulas (ajuste de fase accionado por pares de levas).
Trofeo BorgWarner
Desde 1936, la empresa ofrece un premio anual para el ganador de las 500 Millas de Indianápolis en memoria del piloto de origen austriaco Louis H. Schwitzer, quien ganó la primera edición en 1909.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | BWA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 29.8promedio 5A ≈19.3 | ≈19.3 | 18.7 | Sobrevalorado | |
| P/S | 0.9promedio 5A ≈0.6 | ≈0.6 | 0.7 | Infravalorado | |
| P/B (P/C) | 2.3promedio 5A ≈1.4 | ≈1.4 | 1.8 | Valor razonable | |
| Price / FCF (Precio / FCF) | 10.6promedio 5A ≈11.4 | ≈11.4 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 7.6promedio 5A ≈5.8 | ≈5.8 | 8.1 | Infravalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 4.2promedio 5A ≈3.0 | ≈3.0 | · | · |
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 | BWA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 19.5%promedio 5A ≈18.9% | ≈18.9% | 23.4% | Débil | |
| Margen Operativo (TTM) | 5.0%promedio 5A ≈6.5% | ≈6.5% | 9.2% | De primer nivel | |
| Margen EBITDA (TTM) | 9.7%promedio 5A ≈11.2% | ≈11.2% | 11.5% | De primer nivel | |
| Margen antes de impuestos (TTM) | 4.9%promedio 5A ≈5.6% | ≈5.6% | 7.9% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 2.9%promedio 5A ≈3.7% | ≈3.7% | 5.1% | De primer nivel | |
| ROA (TTM) | 2.9%promedio 5A ≈3.5% | ≈3.5% | 3.9% | Débil | |
| ROE (TTM) | 7.2%promedio 5A ≈8.4% | ≈8.4% | 10.4% | Débil | |
| ROIC | 3.7%promedio 5A ≈6.9% | ≈6.9% | 9.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | BWA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.7promedio 5A ≈0.7 | ≈0.7 | 0.3 | Deuda alta | |
| Ratio corriente (MRQ) | 2.1promedio 5A ≈1.8 | ≈1.8 | 2.3 | En línea | |
| Quick Ratio (Ratio Rápido) | 0.9promedio 5A ≈0.9 | ≈0.9 | 1.1 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.7promedio 5A ≈0.6 | ≈0.6 | 0.6 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | BWA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 1.6%promedio 5A ≈7.3% | ≈7.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 4.2%promedio 5A ≈7.4% | ≈7.4% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 7.1% | · | · | · | |
| EPS YoY (EPS interanual) | -14.7%promedio 5A ≈-3.5% | ≈-3.5% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -18.1%promedio 5A ≈-2.9% | ≈-2.9% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -31.5%promedio 5A ≈-13.2% | ≈-13.2% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -11.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -33.6%promedio 5A ≈-13.4% | ≈-13.4% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -11.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | BWA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.0promedio 5A ≈1.0 | ≈1.0 | 1.0 | En línea | |
| Inventory Turnover (Rotación de Inventario) | 9.5promedio 5A ≈8.8 | ≈8.8 | 5.9 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.9promedio 5A ≈5.0 | ≈5.0 | 6.3 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$381.8K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 1, 2026 | $0,17 | USD | ≈1.1% |
| Jun 1, 2026 | $0,17 | USD | ≈1.1% |
| Mar 2, 2026 | $0,17 | USD | ≈1.3% |
| Dic 1, 2025 | $0,17 | USD | ≈1.3% |
| Sep 2, 2025 | $0,17 | USD | ≈1.2% |
| Jun 2, 2025 | $0,11 | USD | ≈1.4% |
| Mar 3, 2025 | $0,11 | USD | ≈1.5% |
| Dic 2, 2024 | $0,11 | USD | ≈1.3% |
| Sep 3, 2024 | $0,11 | USD | ≈1.3% |
| Jun 3, 2024 | $0,11 | USD | ≈1.2% |
| Feb 29, 2024 | $0,11 | USD | ≈1.5% |
| Nov 30, 2023 | $0,11 | USD | ≈1.5% |
| Ago 31, 2023 | $0,11 | USD | ≈1.4% |
| May 31, 2023 | $0,15 | USD | ≈1.5% |
| Feb 28, 2023 | $0,15 | USD | ≈1.4% |
| Nov 30, 2022 | $0,15 | USD | ≈1.6% |
| Ago 31, 2022 | $0,15 | USD | ≈1.8% |
| May 31, 2022 | $0,15 | USD | ≈1.7% |
| Feb 28, 2022 | $0,15 | USD | ≈1.7% |
| Nov 30, 2021 | $0,15 | USD | ≈1.6% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $1.42 | $1.29 | 10.1% |
| 31 de marzo de 2026 | $1.24 | $1.18 | 4.9% | |
| 31 de diciembre de 2025 | $1.35 | $1.20 | 12.7% | |
| 30 de septiembre de 2025 | $1.24 | $1.17 | 5.8% | |
| 30 de junio de 2025 | $1.21 | $1.09 | 10.6% | |
| 31 de marzo de 2025 | $1.11 | $0.99 | 12.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.32B | $14.09B | $14.20B | $12.63B | $11.80B | $10.16B | $10.17B | $10.53B | $9.80B | $9.07B | $8.02B | $8.31B | |
| Cost of Revenue | $11.64B | $11.44B | $11.63B | $10.27B | $9.63B | $8.26B | $8.07B | $8.30B | $7.68B | $7.14B | $6.32B | $6.55B | |
| Gross Profit | $2.67B | $2.65B | $2.57B | $2.37B | $2.17B | $1.91B | $2.10B | $2.23B | $2.12B | $1.93B | $1.70B | $1.76B | |
| R&D Expense | $710M | $736M | $717M | $701M | $586M | $476M | $413M | $440M | $408M | $343M | $307M | $336M | |
| SG&A Expense | $1.30B | $1.35B | $1.32B | $1.29B | $1.08B | $951M | $873M | $946M | $899M | $818M | $662M | $699M | |
| Operating Income | $536M | $546M | $1.16B | $1.01B | $914M | $618M | $1.30B | $1.19B | $1.07B | $973M | $888M | $964M | |
| Interest Income | $60M | $54M | $35M | $20M | $11M | $12M | $12M | $6M | $6M | $6M | $8M | $6M | |
| Other Non-op | · | · | · | · | · | $0 | $0 | $4M | $2M | $0 | $1M | $10M | |
| Pretax Income | $524M | $539M | $991M | $913M | $510M | $964M | $1.26B | $1.20B | $1.06B | $943M | $875M | $980M | |
| Income Tax | $189M | $111M | $289M | $195M | $65M | $397M | $468M | $211M | $580M | $306M | $262M | $293M | |
| Net Income | $277M | $338M | $625M | $944M | $537M | $500M | $746M | $931M | $440M | $595M | $577M | $656M | |
| EPS (Basic) | $1.29 | $1.51 | $2.68 | $4.01 | $2.25 | $2.35 | $3.63 | $4.47 | $2.09 | $2.78 | $2.57 | $2.89 | |
| EPS (Diluted) | $1.28 | $1.50 | $2.67 | $3.99 | $2.24 | $2.34 | $3.61 | $4.44 | $2.08 | $2.76 | $2.56 | $2.86 | |
| Shares (Basic) | 214,200,000 | 223,500,000 | 232,800,000 | 235,500,000 | 238,100,000 | 213,000,000 | 205,700,000 | 208,200,000 | 210,400,000 | 214,374,000 | 224,414,000 | 227,150,000 | |
| Shares (Diluted) | 216,400,000 | 224,800,000 | 234,400,000 | 236,800,000 | 239,500,000 | 214,000,000 | 206,800,000 | 209,500,000 | 211,500,000 | 215,328,000 | 225,648,000 | 228,924,000 | |
| EBITDA | $1.25B | $1.22B | $1.74B | $2.10B | $1.92B | $1.19B | $1.74B | $1.62B | $1.48B | $617M | · | $1.29B |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $1.84B | $1.65B | $832M | $739M | $545M | $444M | $578M | $798M | |
| Receivables | $2.96B | $2.84B | $3.11B | $2.47B | $2.90B | $2.92B | $1.92B | $1.99B | $2.02B | $1.69B | $1.67B | $1.44B | |
| Inventory | $1.21B | $1.25B | $1.31B | $1.22B | $1.53B | $1.29B | $807M | $781M | $766M | $641M | $724M | $506M | |
| Prepaid Expense | $313M | $333M | $261M | $230M | $321M | $312M | $276M | $250M | $145M | $137M | $169M | $130M | |
| Other Current Assets | $47M | $83M | $57M | $50M | $74M | $72M | $40M | $83M | $58M | $52M | $46M | $40M | |
| Current Assets | $6.79B | $6.52B | $6.22B | $6.62B | $6.60B | $6.17B | $3.84B | $3.81B | $3.54B | $2.91B | $3.14B | $2.97B | |
| PP&E (Net) | · | · | · | · | · | · | $2.92B | $2.90B | $2.86B | $2.50B | $2.45B | $2.09B | |
| PP&E (Gross) | · | · | · | · | · | · | $4.19B | $4.15B | $4.05B | $3.49B | $3.33B | $3.04B | |
| Accum. Depreciation | · | · | · | · | · | · | $1.51B | $1.47B | $1.39B | $1.14B | $1.04B | $1.08B | |
| Goodwill | $2.06B | $2.36B | $3.01B | $2.98B | $2.85B | $2.63B | $1.84B | $1.85B | $1.88B | $1.70B | $1.76B | $1.21B | |
| Intangibles | $394M | $474M | $564M | $619M | $1.09B | $1.10B | $402M | $439M | $493M | $464M | $544M | $151M | |
| Other Non-current Assets | $838M | $710M | $512M | $489M | $683M | $728M | $379M | $502M | $459M | $753M | $480M | $403M | |
| Total Assets | $13.77B | $13.99B | $14.45B | $16.99B | $16.57B | $16.03B | $9.70B | $10.10B | $9.79B | $8.83B | $9.21B | $7.23B | |
| Accounts Payable | · | · | · | $2.68B | $2.28B | · | $1.98B | $1.49B | $1.55B | $1.26B | $1.23B | $979M | |
| Short-term Debt | · | · | · | · | · | $49M | $34M | $173M | $85M | $176M | $441M | $624M | |
| Current Liabilities | $3.28B | $3.65B | $3.77B | $4.24B | $3.80B | $3.81B | $2.33B | $2.40B | $2.43B | $2.09B | $2.36B | $2.17B | |
| Capital Leases | $122M | $144M | $112M | $85M | $152M | $172M | $67M | · | · | · | · | · | |
| Deferred Tax | $165M | $167M | $160M | $143M | $206M | $276M | $125M | $51M | $61M | $54M | $120M | $47M | |
| Other Non-current Liabilities | $851M | $741M | $767M | $686M | $964M | $1.18B | $549M | $357M | $356M | $276M | $354M | $326M | |
| Total Liabilities | $8.15B | $8.29B | $8.39B | $9.49B | $9.31B | $9.30B | · | · | · | · | · | · | |
| Long-term Debt | $3.90B | $4.10B | $3.71B | $4.14B | $4.26B | $3.74B | $1.93B | $2.08B | $2.12B | $2.06B | $2.27B | $739M | |
| Total Debt | $3.90B | $4.10B | $3.71B | $4.17B | $4.26B | $3.74B | $2.21B | $2.25B | $2.20B | $2.24B | · | $1.36B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Paid-in Capital | $2.68B | $2.67B | $2.69B | $2.67B | $2.64B | $2.61B | $1.15B | $1.15B | $1.12B | $1.10B | $1.11B | $1.11B | |
| Retained Earnings | $6.57B | $6.41B | $6.15B | $7.45B | $6.67B | $6.30B | $5.94B | $5.34B | $4.53B | $4.22B | $3.73B | $3.27B | |
| Treasury Stock | $3.01B | $2.54B | $2.19B | $2.03B | $1.81B | $1.83B | $1.66B | $1.58B | $1.45B | $1.38B | $1.16B | $832M | |
| AOCI | $-799M | $-1.02B | $-828M | $-876M | $-551M | $-651M | $-727M | $-674M | $-490M | $-722M | $-610M | $-384M | |
| Stockholders' Equity | $5.44B | $5.53B | $5.83B | $7.22B | $6.95B | $6.43B | $4.71B | $4.23B | $3.72B | $3.22B | $3.55B | $3.62B | |
| Liabilities + Equity | $13.77B | $13.99B | $14.45B | $16.99B | $16.57B | $16.03B | $9.70B | $10.10B | $9.79B | $8.83B | $8.83B | $7.23B | |
| Shares Outstanding | 207,057,271 | 218,669,874 | 229,783,795 | 234,122,211 | 239,776,892 | 238,930,703 | 206,407,543 | 208,214,934 | 210,812,793 | 212,262,965 | 219,324,821 | 226,430,083 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $719M | $673M | $582M | $552M | $574M | $568M | $439M | $431M | $408M | $391M | $320M | $330M | |
| Stock-based Comp | $66M | $62M | $58M | $64M | $50M | $41M | $42M | $53M | $52M | $44M | $40M | $32M | |
| Deferred Tax | $-133M | $-156M | $-60M | $-94M | $-187M | $124M | $187M | $-70M | $292M | $11M | $5M | $42M | |
| Amort. of Intangibles | $66M | $69M | $67M | $69M | $59M | $89M | $39M | $40M | $40M | $40M | $19M | $27M | |
| Restructuring | $101M | $74M | $79M | $48M | $108M | $203M | $72M | $67M | $58M | $27M | $66M | $91M | |
| Other Non-cash | $719M | $465M | $192M | $-105M | $111M | $-49M | $-406M | $-218M | $-12M | $747M | · | $-259M | |
| Operating Cash Flow | $1.65B | $1.38B | $1.40B | $1.18B | $1.21B | $1.18B | $1.01B | $1.13B | $1.18B | $1.04B | $868M | $802M | |
| CapEx | $469M | $671M | $832M | $622M | $514M | $441M | $481M | $546M | $560M | $501M | $577M | $563M | |
| Investing Cash Flow | · | · | · | $-1.42B | $-1.40B | $-866M | $-489M | $-514M | $-752M | $-404M | $-1.76B | $-665M | |
| Debt Issued | · | $1.01B | $18M | $5M | $1.29B | $1.18B | $63M | $59M | $3M | $5M | $1.57B | $130M | |
| Net Debt Issued | $-409M | $483M | $-433M | $-8M | $587M | $847M | $-141M | $-7M | $-16M | $-189M | · | $-301M | |
| Stock Repurchased | $508M | $402M | $177M | $240M | $0 | $216M | $100M | $150M | $100M | $288M | $350M | $140M | |
| Net Stock Activity | $-508M | $-402M | $-177M | $-240M | $0 | $-216M | $-100M | $-150M | $-100M | $-288M | · | $-140M | |
| Dividends Paid | $119M | $98M | $130M | $161M | $162M | $146M | $140M | $142M | $124M | $113M | $117M | $116M | |
| Financing Cash Flow | · | · | · | $-567M | $286M | $437M | $-420M | $-383M | $-363M | $-734M | $737M | $-202M | |
| Net Change in Cash | $219M | $560M | $196M | $-506M | $194M | $818M | $93M | $194M | $101M | $-134M | $-220M | $-142M | |
| Taxes Paid | $372M | $406M | $362M | $268M | $290M | $205M | $243M | $316M | $280M | $300M | $184M | $230M | |
| Free Cash Flow | $1.18B | $711M | $565M | $846M | $640M | $743M | $527M | $580M | $620M | $535M | · | $239M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 18.7% | 18.8% | 18.1% | 19.6% | 19.2% | 18.8% | 20.7% | 21.2% | 21.6% | 21.3% | · | 21.1% | |
| Operating Margin | 3.7% | 3.9% | 8.2% | 8.7% | 7.8% | 6.1% | 12.8% | 11.3% | 11.0% | 2.5% | · | 11.6% | |
| Net Margin | 1.9% | 2.4% | 4.4% | 6.0% | 3.6% | 4.9% | 7.3% | 8.8% | 4.5% | 1.3% | · | 7.9% | |
| Pretax Margin | 3.7% | 3.8% | 7.0% | 8.3% | 5.3% | 9.5% | 12.4% | 11.4% | 10.8% | 2.1% | · | 11.8% | |
| EBITDA Margin | 8.8% | 8.6% | 12.3% | 13.3% | 13.0% | 11.7% | 17.1% | 15.4% | 15.2% | 6.8% | · | 15.6% | |
| ROA | 2.0% | 2.4% | 4.0% | 5.6% | 3.3% | 3.9% | 7.5% | 9.4% | 4.7% | 1.3% | · | 9.3% | |
| ROE | 5.1% | 5.9% | 9.6% | 13.3% | 8.0% | 9.0% | 16.7% | 23.4% | 12.7% | 3.5% | · | 18.3% | |
| ROIC | 3.7% | 4.5% | 8.6% | 9.4% | 8.3% | 3.6% | 11.9% | 15.1% | 8.3% | 3.5% | · | 13.6% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.8 | 1.7 | 1.6 | 1.7 | 1.6 | 1.6 | 1.6 | 1.5 | 1.4 | · | 1.4 | |
| Quick Ratio | 0.9 | 0.8 | 0.8 | 0.8 | 1.2 | 1.2 | 1.2 | 1.1 | 1.1 | 1.0 | · | 1.0 | |
| Debt / Equity | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.7 | · | 0.4 | |
| LT Debt / Equity | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.6 | 0.4 | 0.5 | 0.6 | 0.6 | · | 0.2 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.0 | 0.9 | 0.9 | 0.9 | 0.8 | 1.0 | 1.1 | 1.1 | 1.0 | · | 1.2 | |
| Inventory Turnover | 9.5 | 8.9 | 9.2 | 7.9 | 8.5 | 7.9 | 10.2 | 10.8 | 10.9 | 10.5 | · | 13.6 | |
| Receivables Turnover | 4.9 | 4.7 | 5.1 | 5.1 | 5.1 | 4.2 | 5.2 | 5.3 | 5.3 | 5.4 | · | 6.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $26.28 | $25.30 | $25.36 | $30.86 | $28.98 | $26.90 | $22.80 | $20.29 | $17.63 | $15.16 | · | $15.97 | |
| Revenue / Share | $66.16 | $62.66 | $60.57 | $66.73 | $61.95 | $47.50 | $49.17 | $50.26 | $46.32 | $42.13 | · | $36.28 | |
| Cash Flow / Share | $7.62 | $6.15 | $5.96 | $6.63 | $5.45 | $5.53 | $4.87 | $5.38 | $5.58 | $4.81 | · | $3.50 | |
| Cash / Share | · | · | · | · | $7.68 | $6.91 | $4.03 | $3.55 | $2.59 | $2.09 | · | $3.52 | |
| Dividend / Share | $0.56 | $0.44 | $0.56 | $0.68 | $0.68 | $0.68 | $0.68 | $0.68 | $0.59 | $0.53 | $0.52 | $0.51 | |
| EPS (TTM) | $1.28 | $1.50 | $2.67 | $3.99 | $2.24 | $2.34 | $3.61 | $4.44 | $2.08 | $2.76 | $2.56 | $2.86 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -0.79% | 12.4% | 7.0% | 16.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.2% | 6.1% | 11.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.7% | -43.8% | -33.1% | 78.1% | -4.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -31.5% | -12.5% | 4.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -11.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.1% | -45.9% | -33.8% | 75.8% | 7.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -33.6% | -14.3% | 7.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -11.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -4.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.32B | $14.09B | $14.20B | $12.63B | $11.80B | $10.16B | $10.17B | $10.53B | $9.80B | $9.07B | $8.02B | $8.31B | |
| Net Income TTM | $277M | $338M | $625M | $944M | $537M | $500M | $746M | $931M | $440M | $595M | $577M | $656M | |
| Market Cap | $9.33B | $6.95B | $8.24B | $8.30B | $9.51B | $8.13B | $7.88B | $6.37B | $9.48B | $7.37B | · | $10.95B | |
| Enterprise Value | · | · | · | · | $11.94B | $10.22B | $9.26B | $7.88B | $11.14B | $9.16B | · | $11.52B | |
| P/E | 35.2 | 21.2 | 13.4 | 8.9 | 17.7 | 14.5 | 10.6 | 6.9 | 21.6 | 12.6 | 14.9 | 16.9 | |
| P/S | 0.7 | 0.5 | 0.6 | 0.7 | 0.8 | 0.8 | 0.8 | 0.6 | 1.0 | 0.8 | · | 1.3 | |
| P/B | 1.7 | 1.3 | 1.4 | 1.1 | 1.4 | 1.3 | 1.7 | 1.5 | 2.6 | 2.3 | · | 3.0 | |
| P / Tangible Book | 3.1 | 2.6 | 3.7 | 2.3 | 3.2 | 3.0 | · | · | · | · | · | · | |
| P / Cash Flow | 5.7 | 5.0 | 5.9 | 5.3 | 7.3 | 6.9 | 7.8 | 5.7 | 8.0 | 7.1 | · | 13.7 | |
| P / FCF | 7.9 | 9.8 | 14.6 | 9.8 | 14.9 | 10.9 | 15.0 | 11.0 | 15.3 | 13.8 | · | 45.9 | |
| EV / EBITDA | · | · | · | · | 6.2 | 8.6 | 5.3 | 4.9 | 7.5 | 14.8 | · | 8.9 | |
| EV / FCF | · | · | · | · | 18.7 | 13.8 | 17.6 | 13.6 | 18.0 | 17.1 | · | 48.2 | |
| EV / Revenue | · | · | · | · | 1.0 | 1.0 | 0.9 | 0.7 | 1.1 | 1.0 | · | 1.4 | |
| Dividend Yield | 1.3% | 1.4% | 1.6% | 1.9% | 1.7% | 1.8% | 1.8% | 2.2% | 1.3% | 1.5% | · | 1.1% | |
| Earnings Yield | 2.8% | 4.7% | 7.4% | 11.3% | 5.7% | 6.9% | 9.4% | 14.5% | 4.6% | 8.0% | 6.7% | 5.9% | |
| Payout Ratio | 43.0% | 29.0% | 20.8% | 17.1% | 30.2% | 29.2% | 18.8% | 15.2% | 28.2% | 95.7% | · | 17.7% | |
| Annual Payout | $119M | $98M | $130M | $161M | $162M | $146M | $140M | $142M | $124M | $113M | $117M | $116M |
Estado de resultados
| 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 | $3.65B | $3.53B | $3.57B | $3.59B | $3.64B | $3.52B | $3.44B | $3.45B | $3.60B | $3.60B | $3.52B | $3.62B | $3.67B | $3.38B | $1.78B | $3.23B | |
| Cost of Revenue | $2.93B | $2.86B | $2.84B | $2.93B | $3.00B | $2.88B | $2.76B | $2.81B | $2.92B | $2.95B | $2.86B | $2.97B | $2.99B | $2.81B | $1.48B | $2.62B | |
| Gross Profit | $721M | $677M | $731M | $664M | $640M | $639M | $683M | $636M | $685M | $644M | $659M | $652M | $680M | $577M | $300M | $607M | |
| R&D Expense | $176M | $177M | $157M | $189M | $182M | $182M | $170M | $190M | $189M | $187M | $176M | $192M | $183M | $166M | $125M | $178M | |
| SG&A Expense | $331M | $328M | $331M | $341M | $317M | $315M | $340M | $340M | $341M | $329M | $353M | $330M | $334M | $299M | $183M | $325M | |
| Operating Income | $370M | $336M | $-238M | $248M | $289M | $237M | $-316M | $270M | $297M | $295M | $281M | $272M | $333M | $274M | $120M | $265M | |
| Interest Income | $15M | $14M | $16M | $16M | $12M | $16M | $18M | $17M | $9M | $10M | $9M | $12M | $7M | $7M | $6M | $4M | |
| Pretax Income | $372M | $328M | $-240M | $248M | $284M | $232M | $29M | $270M | $298M | $290M | $229M | $238M | $276M | $248M | $50M | $260M | |
| Income Tax | $81M | $73M | $1M | $75M | $52M | $61M | $67M | $13M | $-31M | $62M | $59M | $133M | $30M | $67M | $-21M | $68M | |
| Net Income | $277M | $242M | $-262M | $158M | $224M | $157M | $-405M | $234M | $303M | $206M | $154M | $50M | $204M | $217M | $255M | $275M | |
| EPS (Basic) | $1.36 | $1.18 | $-1.21 | $0.74 | $1.04 | $0.72 | $-1.78 | $1.04 | $1.34 | $0.91 | $0.66 | $0.21 | $0.88 | $0.93 | $1.09 | $1.17 | |
| EPS (Diluted) | $1.34 | $1.16 | $-1.20 | $0.73 | $1.03 | $0.72 | $-1.78 | $1.04 | $1.34 | $0.90 | $0.66 | $0.21 | $0.87 | $0.93 | $1.09 | $1.15 | |
| Shares (Basic) | 203,000,000 | 205,300,000 | · | 213,700,000 | 216,300,000 | 217,200,000 | · | 223,100,000 | 226,100,000 | 227,700,000 | · | 233,400,000 | 233,400,000 | 232,800,000 | · | 234,300,000 | |
| Shares (Diluted) | 206,300,000 | 208,300,000 | · | 216,500,000 | 218,200,000 | 218,100,000 | · | 224,500,000 | 227,200,000 | 228,300,000 | · | 235,300,000 | 234,400,000 | 234,400,000 | · | 235,600,000 | |
| EBITDA | $519M | $481M | · | $467M | $468M | $392M | · | $270M | $297M | $295M | · | $272M | · | $340M | · | $389M |
Balance general
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $3.06B | $3.09B | $2.96B | $3.26B | $3.20B | $3.14B | $2.84B | $3.21B | $3.11B | $3.29B | · | $3.35B | $3.86B | $3.57B | · | $3.36B | |
| Inventory | $1.23B | $1.20B | $1.21B | $1.23B | $1.22B | $1.21B | $1.25B | $1.37B | $1.32B | $1.33B | · | $1.33B | $1.86B | $1.80B | · | $1.66B | |
| Prepaid Expense | $352M | $344M | $313M | $315M | $323M | $323M | $333M | $275M | $283M | $298M | · | $272M | $312M | $291M | · | $285M | |
| Other Current Assets | $59M | $78M | $55M | $53M | $61M | $73M | $83M | $69M | $78M | $61M | · | $56M | $97M | $91M | · | $57M | |
| Current Assets | $7.09B | $6.74B | $6.79B | $6.98B | $6.78B | $6.38B | $6.52B | $6.86B | $6.00B | $5.96B | · | $5.90B | $6.88B | $6.61B | · | $6.55B | |
| Goodwill | $2.04B | $2.04B | $2.06B | $2.46B | $2.47B | $2.38B | $2.36B | $3.03B | $2.96B | $2.98B | $3.01B | $2.94B | $3.40B | $3.42B | $2.98B | $3.27B | |
| Intangibles | $364M | $377M | $394M | $413M | $430M | $438M | $474M | $514M | $521M | $540M | · | $557M | $1.00B | $1.03B | · | $1.05B | |
| Other Non-current Assets | $904M | $889M | $838M | $761M | $755M | $722M | $710M | $576M | $540M | $517M | · | $518M | $718M | $699M | · | $782M | |
| Total Assets | $13.93B | $13.65B | $13.77B | $14.50B | $14.40B | $13.83B | $13.99B | $15.14B | $14.11B | $14.12B | $14.45B | $14.10B | $17.32B | $17.12B | · | $16.08B | |
| Current Liabilities | $3.33B | $3.17B | $3.28B | $3.40B | $3.35B | $3.23B | $3.65B | $3.72B | $3.71B | $3.87B | · | $3.57B | $4.24B | $4.15B | · | $3.82B | |
| Capital Leases | $162M | $155M | $122M | $124M | $132M | $139M | $144M | $110M | $110M | $107M | · | $91M | $155M | $163M | · | $152M | |
| Deferred Tax | $153M | $166M | $165M | $177M | $177M | $177M | $167M | $157M | $162M | $162M | · | $179M | $213M | $225M | · | $257M | |
| Other Non-current Liabilities | $815M | $846M | $851M | $900M | $929M | $768M | $741M | $726M | $687M | $774M | · | $730M | $882M | $892M | · | $892M | |
| Total Liabilities | $8.14B | $8.01B | $8.15B | $8.35B | $8.33B | $7.94B | $8.29B | $8.79B | $7.82B | $8.08B | · | $8.10B | $9.54B | $9.44B | · | $9.04B | |
| Long-term Debt | $3.87B | $3.88B | $3.90B | $3.90B | $3.90B | $3.81B | $4.10B | $4.53B | $3.67B | $3.68B | · | $3.67B | $4.19B | $4.18B | · | $4.08B | |
| Total Debt | $3.87B | $3.88B | · | $3.90B | $3.90B | $3.81B | · | $4.53B | $3.67B | $3.68B | · | $3.67B | · | $4.18B | · | $4.08B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $2.64B | $2.62B | $2.68B | $2.66B | $2.64B | $2.62B | $2.67B | $2.66B | $2.65B | $2.63B | · | $2.68B | $2.66B | $2.66B | · | $2.65B | |
| Retained Earnings | $7.02B | $6.78B | $6.57B | $6.87B | $6.75B | $6.54B | $6.41B | $6.84B | $6.62B | $6.33B | · | $6.01B | $7.80B | $7.63B | · | $7.24B | |
| Treasury Stock | $3.23B | $3.13B | $3.01B | $2.70B | $2.60B | $2.49B | $2.54B | $2.54B | $2.24B | $2.24B | · | $2.01B | $2.01B | $2.03B | · | $2.04B | |
| AOCI | $-815M | $-799M | $-799M | $-838M | $-868M | $-961M | $-1.02B | $-808M | $-938M | $-883M | · | $-915M | $-898M | $-824M | · | $-1.08B | |
| Stockholders' Equity | $5.62B | $5.48B | $5.44B | $5.99B | $5.92B | $5.72B | $5.53B | $6.16B | $6.09B | $5.84B | · | $5.77B | $7.55B | $7.44B | · | $6.78B | |
| Liabilities + Equity | $13.93B | $13.65B | $13.77B | $14.50B | $14.40B | $13.83B | $13.99B | $15.14B | $14.11B | $14.12B | · | $14.10B | $17.32B | $17.12B | · | $16.08B | |
| Shares Outstanding | · | · | 207,057,271 | · | · | · | 218,669,874 | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo
| 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 | $149M | $145M | $166M | $219M | $179M | $155M | $178M | $185M | $160M | $150M | · | · | · | · | · | · | |
| Stock-based Comp | · | $10M | $14M | $19M | $19M | $14M | $16M | $17M | $11M | $18M | $8M | $16M | $18M | $11M | $28M | $8M | |
| Amort. of Intangibles | $14M | $16M | $17M | $16M | $16M | $17M | $18M | $17M | $17M | $17M | $16M | $17M | $17M | $17M | $3M | $16M | |
| Restructuring | $21M | $18M | $30M | $23M | $17M | $31M | $9M | $21M | $25M | $19M | $11M | $56M | $9M | $3M | $1M | $5M | |
| Other Non-cash | · | $-245M | · | · | · | $-244M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $586M | $152M | $619M | $368M | $579M | $82M | $682M | $356M | $462M | $-118M | $887M | $242M | $301M | $59M | $628M | $220M | |
| CapEx | $96M | $143M | $162M | $111M | $77M | $119M | $161M | $155M | $165M | $190M | $208M | $104M | $161M | $239M | $195M | $96M | |
| Investing Cash Flow | $-95M | $-130M | · | $-88M | $-64M | $-94M | · | $-147M | $-138M | $-175M | · | · | $-240M | $-282M | · | $-298M | |
| Debt Issued | · | · | · | $0 | · | · | $8M | $998M | $2M | $0 | $14M | $2M | $0 | $1M | $3M | $0 | |
| Net Debt Issued | · | $-2M | · | · | · | $-346M | · | · | · | $-12M | · | · | · | $-1M | · | · | |
| Stock Repurchased | $100M | $150M | $298M | $102M | $108M | $0 | $1M | $301M | $0 | $100M | $177M | $0 | $0 | $0 | $0 | $100M | |
| Net Stock Activity | · | $-150M | · | · | · | $0 | · | · | · | $-100M | · | · | · | $0 | · | · | |
| Dividends Paid | $34M | $35M | $35M | $36M | $24M | $24M | $24M | $24M | $25M | $25M | $25M | $26M | $40M | $39M | $40M | $39M | |
| Financing Cash Flow | $-150M | $-218M | · | $-147M | $-209M | $-397M | · | $492M | $-59M | $-183M | · | · | $-118M | $-90M | · | $-145M | |
| Net Change in Cash | $338M | $-203M | $141M | $131M | $334M | $-387M | $94M | $712M | $251M | $-497M | $585M | $101M | $-102M | $-388M | $97M | $-149M | |
| Taxes Paid | $89M | $101M | $104M | $80M | $105M | $83M | $138M | $71M | $104M | $93M | $78M | $28M | $112M | $74M | $64M | $33M | |
| Free Cash Flow | · | $9M | · | · | · | $-37M | · | · | · | $-308M | · | · | · | $-290M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 19.8% | 19.2% | · | 18.5% | 17.6% | 18.2% | · | 18.4% | 19.0% | 17.9% | · | 18.0% | · | 17.9% | · | 19.9% | |
| Operating Margin | 10.1% | 9.5% | · | 6.9% | 7.9% | 6.7% | · | 7.8% | 8.2% | 8.2% | · | 7.5% | · | 8.1% | · | 9.6% | |
| Net Margin | 7.6% | 6.9% | · | 4.4% | 6.2% | 4.5% | · | 6.8% | 8.4% | 5.7% | · | 1.4% | · | 5.2% | · | 6.7% | |
| Pretax Margin | 10.2% | 9.3% | · | 6.9% | 7.8% | 6.6% | · | 7.8% | 8.3% | 8.1% | · | 6.6% | · | 7.6% | · | 9.8% | |
| EBITDA Margin | 14.2% | 13.6% | · | 13.0% | 12.9% | 11.2% | · | 7.8% | 8.2% | 8.2% | · | 7.5% | · | 8.1% | · | 9.6% | |
| ROA | 2.0% | 1.8% | · | 1.1% | 1.6% | 1.1% | · | 1.6% | 1.9% | 1.3% | · | 0.33% | · | 1.3% | · | 1.7% | |
| ROE | 4.8% | 4.3% | · | 2.6% | 3.7% | 2.7% | · | 3.9% | 4.4% | 3.1% | · | 0.80% | · | 3.0% | · | 4.1% | |
| ROIC | 3.0% | 2.8% | · | 1.8% | 2.4% | 1.8% | · | 2.4% | 3.4% | 2.4% | · | 1.3% | · | 2.1% | · | 2.6% |
Liquidez y Solvencia
| 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 | 2.1 | 2.1 | · | 2.1 | 2.0 | 2.0 | · | 1.8 | 1.6 | 1.5 | · | 1.7 | · | 1.6 | · | 1.7 | |
| Quick Ratio | 0.9 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | 0.8 | 0.9 | · | 0.9 | · | 0.9 | · | 0.9 | |
| Debt / Equity | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | · | 0.6 | · | 0.6 | |
| LT Debt / Equity | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.5 | 0.6 | · | 0.6 | · | 0.6 | · | 0.6 |
Eficiencia
| 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 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | 0.2 | · | 0.2 | |
| Inventory Turnover | 2.4 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.1 | 1.8 | 1.9 | · | 2.0 | · | 2.0 | · | 2.0 | |
| Receivables Turnover | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.1 | · | 1.2 | · | 1.3 |
Por Acción
| 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 / Share | $17.68 | $16.96 | · | $16.59 | $16.67 | $16.12 | · | $15.36 | $15.86 | $15.75 | · | $15.39 | · | $17.83 | · | $17.23 | |
| Cash Flow / Share | · | $0.73 | · | · | · | $0.38 | · | · | · | $-0.52 | · | · | · | $-0.05 | · | · | |
| Dividend / Share | $0.17 | $0.17 | $0.17 | $0.17 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.17 | $0.17 | $0.17 | $0.17 | |
| EPS (TTM) | $2.03 | $1.72 | · | $0.70 | $1.01 | $1.32 | · | $3.94 | $3.11 | $2.64 | · | $3.10 | $4.04 | $4.08 | · | $3.44 |
Valoración (TTM)
| 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 | $14.34B | $14.33B | · | $14.18B | $14.04B | $14.01B | · | $14.17B | $14.34B | $14.41B | · | $12.45B | $12.06B | $12.14B | · | $11.48B | |
| Net Income TTM | $415M | $362M | · | $134M | $210M | $289M | · | $897M | $713M | $614M | · | $726M | $951M | $962M | · | $819M | |
| P/E | 32.7 | 31.5 | · | 62.8 | 33.1 | 21.7 | · | 9.2 | 10.4 | 13.2 | · | 13.0 | 10.7 | 10.6 | · | 8.0 | |
| Earnings Yield | 3.1% | 3.2% | · | 1.6% | 3.0% | 4.6% | · | 10.9% | 9.7% | 7.6% | · | 7.7% | 9.4% | 9.4% | · | 12.4% | |
| Payout Ratio | · | 14.5% | · | · | · | 15.3% | · | · | · | 12.1% | · | · | · | 18.0% | · | · | |
| Annual Payout | $140M | $130M | · | $108M | $96M | $97M | · | $99M | $101M | $116M | · | $145M | $158M | $159M | · | $161M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $14.32B | $14.09B | $14.20B | $12.63B | $11.80B |
| Margen Bruto % | 18.7% | 18.8% | 18.1% | 19.6% | 19.2% |
| Margen Operativo % | 3.7% | 3.9% | 8.2% | 8.7% | 7.8% |
| Beneficio neto | $277M | $338M | $625M | $944M | $537M |
| EPS Diluido | $1.28 | $1.50 | $2.67 | $3.99 | $2.24 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 |
| Ratio corriente | 2.1 | 1.8 | 1.7 | 1.6 | 1.7 |
| Ratio Rápido | 0.9 | 0.8 | 0.8 | 0.8 | 1.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.18B | $711M | $565M | $846M | $640M |
Propietarios institucionales (13F) 888 declarantes · $14.9B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 190 (+48 vs trimestre anterior) | 67 (+6 vs trimestre anterior) | 241 (+3 vs trimestre anterior) | 296 (+40 vs trimestre anterior) | +9.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $1 678 187 361 | 25 273 906 | 11,29% | Acciones |
| VANGUARD GROUP INC | $1 125 335 147 | 24 974 149 | 7,57% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $838 650 924 | 12 630 285 | 5,64% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $783 289 189 | 11 796 622 | 5,27% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $615 971 618 | 9 276 681 | 4,14% | Acciones |
| STATE STREET CORP | $453 803 562 | 6 834 391 | 3,05% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $380 048 260 | 5 749 595 | 2,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $315 910 611 | 4 756 723 | 2,13% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $306 630 817 | 4 617 934 | 2,06% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $251 304 551 | 3 784 707 | 1,69% | Acciones |
| BANK OF AMERICA CORP /DE/ | $250 617 592 | 3 774 361 | 1,69% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $247 066 643 | 3 720 883 | 1,66% | Acciones |
| EARNEST PARTNERS LLC | $245 822 295 | 3 702 143 | 1,65% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $201 435 909 | 3 712 420 | 1,36% | Acciones |
| Invesco Ltd. | $197 183 365 | 2 969 629 | 1,33% | Acciones |
| Swedbank AB | $194 093 907 | 2 923 101 | 1,31% | Acciones |
| SEI INVESTMENTS CO | $178 694 447 | 2 691 182 | 1,20% | Acciones |
| NORGES BANK | $175 577 802 | 2 644 244 | 1,18% | Acciones |
| JPMORGAN CHASE & CO | $172 572 639 | 2 609 534 | 1,16% | Acciones |
| GOLDMAN SACHS GROUP INC | $168 106 171 | 2 531 719 | 1,13% | Acciones |
| MORGAN STANLEY | $157 718 930 | 2 375 283 | 1,06% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $156 546 373 | 2 357 624 | 1,05% | Acciones |
| Point72 Asset Management, L.P. | $142 902 162 | 2 152 141 | 0,96% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $139 022 877 | 2 093 717 | 0,94% | Acciones |
| NORTHERN TRUST CORP | $130 712 849 | 1 968 567 | 0,88% | Acciones |
| SAMLYN CAPITAL, LLC | $127 314 696 | 1 917 390 | 0,86% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $126 785 687 | 1 909 423 | 0,85% | Acciones |
| Robeco Institutional Asset Management B.V. | $119 766 209 | 1 803 708 | 0,81% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $117 157 621 | 1 764 422 | 0,79% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113 187 299 | 1 704 628 | 0,76% | Acciones |
| Bank of New York Mellon Corp | $112 292 323 | 1 691 149 | 0,76% | Acciones |
| Qube Research & Technologies Ltd | $109 063 328 | 1 642 520 | 0,73% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $105 768 759 | 1 592 903 | 0,71% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $98 794 435 | 1 487 868 | 0,66% | Acciones |
| MENORA MIVTACHIM HOLDINGS LTD. | $95 616 000 | 1 440 000 | 0,64% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $88 310 207 | 1 329 973 | 0,59% | Acciones |
| Alyeska Investment Group, L.P. | $87 403 714 | 1 316 321 | 0,59% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $86 106 059 | 1 296 778 | 0,58% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $84 660 000 | 1 275 000 | 0,57% | Acciones |
| Zurich Insurance Group Ltd/FI | $82 242 376 | 1 238 590 | 0,55% | Acciones |
| AMERIPRISE FINANCIAL INC | $78 686 158 | 1 185 100 | 0,53% | Acciones |
| FMR LLC | $70 011 281 | 1 054 386 | 0,47% | Acciones |
| UBS Group AG | $69 518 675 | 1 046 968 | 0,47% | Acciones |
| Gotham Asset Management, LLC | $63 096 932 | 950 255 | 0,42% | Acciones |
| Clark Capital Management Group, Inc. | $62 241 554 | 937 373 | 0,42% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $57 171 995 | 839 428 | 0,38% | Acciones |
| Polar Capital Holdings Plc | $57 138 262 | 860 516 | 0,38% | Acciones |
| TODD ASSET MANAGEMENT LLC | $56 098 105 | 844 851 | 0,38% | Acciones |
| Nuveen, LLC | $55 907 164 | 841 976 | 0,38% | Acciones |
| RHUMBLINE ADVISERS | $54 604 334 | 822 355 | 0,37% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| BorgWarner Inc. ×8 presentaciones | 4 de marzo de 2022 | · | 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 80 insiders · 32 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| John G Sanderson | President, Business Strategy | 12 de febrero de 2013 M | 108 901 | 0 | 0 | $0 |
| Tonit M Calaway | EVP, CAO, Gen Counsel & Sec | 24 de agosto de 2026 S | 73 831 | 0 | 6 | $-6 893 973 |
| Amy B. Kulikowski | VP & Chief Accounting Officer | 18 de agosto de 2026 S | 9 725 | 0 | 1 | $-198 940 |
| Isabelle Mckenzie | Vice President | 17 de agosto de 2026 S | 53 328 | 0 | 5 | $-1 052 723 |
| Stefan Demmerle | Vice President | 17 de agosto de 2026 S | 202 746 | 0 | 7 | $-2 935 575 |
| Volker Weng | Vice President | 28 de mayo de 2026 S | 80 002 | 0 | 4 | $-1 357 710 |
| Steven G. Carlson | Vice President and Controller | 11 de marzo de 2016 M | 41 693 | 0 | 0 | $0 |
| Kim R Jenett | VP, Human Resources | 12 de febrero de 2016 F | 40 191 | 0 | 0 | $0 |
| Daniel Paterra | Vice President | 10 de febrero de 2016 F | 13 752 | 0 | 0 | $0 |
| ADAMS ROBIN J | Vice Chairman, EVP and CAO | 29 de abril de 2013 S | 223 290 | 0 | 0 | $0 |
| Janice K Mcadams | VP, Human Resources | 14 de marzo de 2013 S | 35 969 | 0 | 0 | $0 |
| Daniel CasaSanta | Vice President | 1 de marzo de 2013 D | 28 305 | 0 | 0 | $0 |
| Ii Peter B. Kohler | Vice President | 12 de febrero de 2013 A | 23 374 | 0 | 0 | $0 |
| MANGANELLO TIMOTHY | Executive Chairman | 12 de febrero de 2013 M | 434 637 | 0 | 0 | $0 |
| Jan Bertsch | Vice President and Controller | 9 de febrero de 2012 F | 27 422 | 0 | 0 | $0 |
| Roger Wood | Executive Vice President | 15 de febrero de 2011 M | 147 716 | 0 | 0 | $0 |
| OBERMAYER JEFFREY | Vice President and Controller | 9 de febrero de 2010 A | 53 009 | 0 | 0 | $0 |
| Angela Daversa | Vice President | 8 de febrero de 2010 F | 37 200 | 0 | 0 | $0 |
| WEBER ALFRED J | VP, President and GM | 6 de noviembre de 2009 M | 0 | 0 | 0 | $0 |
| Bernd Matthes | VP, President and GM | 25 de marzo de 2009 M | 30 220 | 0 | 0 | $0 |
| Cynthia A Niekamp | VP | 6 de febrero de 2008 A | 30 861 | 0 | 0 | $0 |
| HORISZNY LAURENE H | Chief Compliance Officer | 4 de diciembre de 2007 G | 23 026 | 0 | 0 | $0 |
| Mark Perlick | vp | 29 de octubre de 2007 M | 3 615 | 0 | 0 | $0 |
| CLINE WILLIAM C | VP | 29 de octubre de 2007 S | 20 489 | 0 | 0 | $0 |
| John M Mcgill | VP, Global Supply Chain | 17 de mayo de 2007 M | 0 | 0 | 0 | $0 |
| Mary Brevard | VP, Investor Relations | 12 de febrero de 2007 M | 0 | 0 | 0 | $0 |
| Christopher H Vance | VP, M&A | 6 de febrero de 2007 A | 1 686 | 0 | 0 | $0 |
| Jamal Farhat | VP, CIO | 6 de febrero de 2007 A | 1 617 | 0 | 0 | $0 |
| WILSON F LEE | vp | 3 de agosto de 2005 M | 12 378 | 0 | 0 | $0 |
| DICKENS KIMBERLY | vice president human resources | 18 de agosto de 2003 S | · | 0 | 0 | $0 |
| KALINA JOHN A | vice president & cio | 23 de julio de 2003 A | · | 0 | 0 | $0 |
| WELDING ROBERT D | executive vice president | 23 de julio de 2003 A | · | 0 | 0 | $0 |
| Michael S Hanley | Consejero | 28 de agosto de 2026 S | 34 313 | 0 | 1 | $-327 550 |
| Rajesh Kalathur | Consejero | 19 de agosto de 2026 P | 7 407 | 1 | 0 | $500 639 |
| Shaun Mcalmont | Consejero | 17 de agosto de 2026 S | 18 070 | 0 | 1 | $-485 520 |
| Sailaja Shankar | Consejero | 5 de junio de 2026 S | 12 897 | 0 | 1 | $-365 400 |
| Ernest J Novak JR | Consejero | 27 de abril de 2016 A | 46 414 | 0 | 0 | $0 |
| Jere A Drummond | Consejero | 1 de abril de 2016 A | 43 961 | 0 | 0 | $0 |
| BONANNO PHYLLIS O | Consejero | 1 de abril de 2015 I | 21 461 | 0 | 0 | $0 |
| David T Brown | Consejero | 24 de abril de 2013 A | 5 529 | 0 | 0 | $0 |
| GLASKE PAUL E | Consejero | 12 de diciembre de 2007 M | 21 661 | 0 | 0 | $0 |
| Andrew Brimmer | Consejero | 8 de febrero de 2006 A | 2 947 | 0 | 0 | $0 |
| RAU JOHN | Consejero | 27 de julio de 2005 A | 7 641 | 0 | 0 | $0 |
| Joseph F. Fadool | · | 13 de mayo de 2026 S | 405 964 | 0 | 1 | $-1 951 990 |
| Tania Wingfield | · | 11 de mayo de 2026 S | 35 365 | 0 | 2 | $-1 449 504 |
| Sara A. Greenstein | · | 29 de abril de 2026 A | 22 053 | 0 | 0 | $0 |
| Hau N Thai-Tang | · | 29 de abril de 2026 A | 17 897 | 0 | 0 | $0 |
| Deborah D Mcwhinney | · | 29 de abril de 2026 A | 35 208 | 0 | 0 | $0 |
| Alexis P. Michas | · | 29 de abril de 2026 A | 82 402 | 0 | 0 | $0 |
| Farrell Paul Arthur | · | 12 de marzo de 2026 S | 38 238 | 0 | 1 | $-628 348 |
| Henk Vanthournout | · | 28 de febrero de 2026 F | 45 880 | 0 | 0 | $0 |
| Craig Aaron | · | 28 de febrero de 2026 F | 78 981 | 0 | 0 | $0 |
| Frederic Lissalde | · | 5 de febrero de 2025 A | 487 387 | 0 | 0 | $0 |
| Kevin Nowlan | · | 28 de febrero de 2024 F | 152 918 | 0 | 0 | $0 |
| Daniel Etue | · | 26 de abril de 2023 A | 13 466 | 0 | 0 | $0 |
| Brady D Ericson | · | 26 de abril de 2023 A | 45 164 | 0 | 0 | $0 |
| Davide Girelli | · | 28 de febrero de 2023 F | 33 735 | 0 | 0 | $0 |
| Paul Anthony Mascarenas | · | 27 de abril de 2022 A | 17 684 | 0 | 0 | $0 |
| David S Haffner | · | 27 de abril de 2022 A | 12 924 | 0 | 0 | $0 |
| Felecia J. Pryor | · | 9 de marzo de 2022 S | 34 880 | 0 | 0 | $0 |
| Nelda J Connors | · | 28 de abril de 2021 A | 2 973 | 0 | 0 | $0 |
| Dennis C Cuneo | · | 28 de abril de 2021 A | 26 333 | 0 | 0 | $0 |
| Alex Ashmore | · | 29 de marzo de 2021 A | 37 154 | 0 | 0 | $0 |
| Thomas J. Mcgill | · | 2 de junio de 2020 S | 30 922 | 0 | 0 | $0 |
| Vicki L Sato | · | 29 de abril de 2020 A | 19 823 | 0 | 0 | $0 |
| John R Mckernan JR | · | 29 de abril de 2020 A | 36 095 | 0 | 0 | $0 |
| Jan Carlson | · | 25 de abril de 2020 F | 18 092 | 0 | 0 | $0 |
| Hakan Yilmaz | · | 28 de febrero de 2020 F | 8 655 | 0 | 0 | $0 |
| Thomas T Stallkamp | · | 3 de abril de 2019 S | 4 033 | 0 | 0 | $0 |
| Joel Wiegert | · | 7 de marzo de 2019 S | 27 420 | 0 | 0 | $0 |
| Martin Fischer | · | 28 de febrero de 2019 F | 38 352 | 0 | 0 | $0 |
| Robin Kendrick | · | 28 de febrero de 2019 F | 116 446 | 0 | 0 | $0 |
| HENSEL ANTHONY | · | 28 de febrero de 2019 F | 37 422 | 0 | 0 | $0 |
| Ronald T Hundzinski | · | 22 de mayo de 2018 G | 60 000 | 0 | 0 | $0 |
| KRONE ROGER A | · | 25 de abril de 2018 A | 5 448 | 0 | 0 | $0 |
| James Verrier | · | 10 de febrero de 2018 F | 458 148 | 0 | 0 | $0 |
| John J Gasparovic | · | 10 de febrero de 2018 F | 79 179 | 0 | 0 | $0 |
| Richard O Schaum | · | 26 de abril de 2017 A | 50 301 | 0 | 0 | $0 |
| Thomas Waldhier | · | 10 de febrero de 2011 F | 39 905 | 0 | 0 | $0 |
| BUTLER WILLIAM E | · | 28 de julio de 2004 A | 3 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 100 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 |
|---|---|---|---|---|
| ETEC · iShares Trust | 6,10% | 3 738 SH | 11 de septiembre de 2026 | Diario |
| EPSB · Harbor ETF Trust | 2,14% | 1 610 NS | 31 de julio de 2026 | N-PORT |
| LYLD · Cambria ETF Trust | 1,72% | 1 950 NS | 31 de julio de 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1,53% | 1 125 NS | 31 de julio de 2026 | N-PORT |
| CVSM · Elevation Series Trust | 1,42% | 21 079 NS | 31 de julio de 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,29% | 43 099 NS | 31 de julio de 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1,25% | 1 198 NS | 31 de julio de 2026 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 1,23% | 4 614 NS | 31 de julio de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,18% | 1 388 158 SH | 2 de octubre de 2026 | Diario |
| RFV · Invesco Exchange-Traded Fund Trust | 1,03% | 55 284 SH | 2 de octubre de 2026 | Diario |
| SYLD · Cambria ETF Trust | 0,87% | 136 298 NS | 31 de julio de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,79% | 13 387 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,78% | 176 111 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,75% | 964 370 NS | 31 de julio de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,71% | 5 961 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,62% | 1 409 081 NS | 31 de julio de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,57% | 24 240 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,55% | 115 015 SH | 2 de octubre de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,50% | 25 887 NS | 31 de julio de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,44% | 57 544 NS | 31 de julio de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,39% | 109 801 SH | 2 de octubre de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,39% | 26 852 SH | 2 de octubre de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,38% | 47 906 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,37% | 331 348 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,37% | 22 574 NS | 31 de julio de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 24 719 NS | 31 de julio de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 24 195 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,34% | 34 121 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,29% | 2 986 190 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 90 124 NS | 31 de julio de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,28% | 30 161 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,28% | 3 012 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,27% | 107 444 NS | 31 de julio de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,27% | 276 046 SH | 19 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,26% | 69 785 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,26% | 110 556 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,25% | 606 084 NS | 31 de julio de 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,25% | 11 563 000 | 2 de octubre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,24% | 12 775 NS | 31 de julio de 2026 | N-PORT |
| IYC · iShares Trust | 0,23% | 41 028 SH | 11 de septiembre de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 82 895 NS | 31 de julio de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 27 072 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,20% | 60 768 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,19% | 109 207 SH | 11 de septiembre de 2026 | Diario |
| FDMO · FIDELITY COVINGTON TRUST | 0,18% | 25 207 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,16% | 4 704 433 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 2 353 773 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,14% | 31 024 NS | 31 de julio de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 4 880 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,14% | 2 776 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,13% | 306 601 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,13% | 12 724 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,12% | 112 530 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,12% | 41 712 NS | 31 de julio de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,12% | 155 000 | 2 de octubre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,11% | 7 710 SH | 19 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,10% | 839 850 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,08% | 185 398 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,08% | 6 593 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,06% | 458 410 NS | 31 de julio de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,06% | 816 309 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,06% | 31 309 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 93 501 SH | 2 de octubre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 7 595 SH | 2 de octubre de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 9 027 SH | 2 de octubre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,06% | 20 059 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,04% | 1 214 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,04% | 180 566 SH | 11 de septiembre de 2026 | Diario |
| ACVF · ETF Opportunities Trust | 0,04% | 1 016 NS | 31 de julio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,04% | 1 080 NS | 31 de julio de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 123 695 SH | 19 de agosto de 2026 | Diario |
| DSI · iShares Trust | 0,04% | 31 350 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,04% | 454 946 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,03% | 50 316 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 16 257 SH | 2 de octubre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 6 512 117 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 33 872 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 17 229 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 46 308 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,02% | 64 842 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 58 929 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,02% | 141 405 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,02% | 8 760 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 266 637 SH | 11 de septiembre de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,01% | 15 118 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 177 470 SH | 19 de agosto de 2026 | Diario |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,01% | 233 000 | 29 de septiembre de 2026 | Diario |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 13 de julio de 2026 | Diario |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| IJH · iShares Trust | · | 7 197 763 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 1 045 883 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 28 020 SH | 8 de septiembre de 2026 | Diario |
| BNDX · VANGUARD CHARLOTTE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCEB · VANGUARD WORLD FUND | · | · | 30 de julio de 2026 | Diario |
| ISCB · iShares Trust | · | 9 242 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 45 813 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 136 571 SH | 11 de septiembre de 2026 | Diario |
BWA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
15 analistas · 2026-09-29Objetivo medio $79.93 +32,1%
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 |
|---|---|---|---|---|---|---|
| BWA | $9.33B | 35.2 | 1.6% | 1.9% | 5.1% | 18.7% |
| LEA | · | 14.1 | -0.20% | 1.9% | 9.2% | 6.5% |
| GNTX | $5.01B | 13.4 | 9.6% | 15.2% | 15.5% | 34.2% |
| DORM | $3.74B | 18.6 | 6.0% | 9.6% | 14.2% | 42.1% |
| DAN | $2.67B | 37.1 | -3.0% | 1.1% | 7.8% | · |
| QS | · | -13.7 | · | · | -39.7% | · |
| VC | $2.55B | 13.1 | -2.5% | 5.3% | 13.0% | 14.1% |
| PHIN | $2.38B | 19.3 | 2.4% | 3.7% | 8.1% | 21.9% |
| PATK | $3.60B | 27.8 | 6.3% | 3.4% | 11.6% | 23.1% |
| LCII | $2.94B | 16.0 | 10.2% | 4.6% | 13.7% | 23.8% |
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