CCOI Cogent Communications Holdings, Inc. - Common Stock
NASDAQ · Telecommunication · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Ago 6, 2026CCOI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CCOI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 24 de marzo de 2005 | 1-for-20 | Inversa |
Acerca de Cogent Communications Holdings, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Cogent Communications es un proveedor de servicio de internet multinacional basado en los Estados Unidos. Los servicios principales de Cogent son acceso de Internet y transporte de datos, ofrecidos en una red solo IP, de fibra óptica, junto con colocación en centros de datos.
El sistema autónomo de Cogent (AS174) tiene uno de los mayores grados de conectividad en el Internet.
Historia de adquisiciones
Cogent fue fundada en 1999 en la cumbre del crecimiento de la industria. En tres años, Cogent adquirió otras 13 empresas de telecomunicaciones que estaban en problemas, adquiriendo $14 mil millones en capitales por solo $60 millones, incluyendo elementos de propiedad, planta y equipamiento valorados en $4 mil millones.
Septiembre de 2001 - Adquiere los activos de NetRail
Febrero de 2002 - Adquiere Allied Riser
Abril de 2002 - Adquiere Acuerdos de Acceso de edificios de OnSite Access
Abril de 2002 - Adquiere los principales activos en EE. UU. de PSINet
Septiembre de 2002 - Adquiere los activos principales de FiberCity Networks
Febrero de 2003 - Adquiere FiberCity Networks
Mayo de 2003 - Adquiere los activos de Applied Theory
Enero de 2004 - Adquiere LambdaNet en España & Francia
March de 2004 - Adquiere los activos de la red de Fibra y equipamiento de Carrier1 en Alemania
Septiembre de 2004 - Adquiere Global Access.
Octubre de 2004 - Adquiere Alerón Broadband
Diciembre de 2004 - Adquiere el negocio de acceso dedicado en EE. UU. de NTT/Verio
Peering
Cogent ha sido polémico en el mercado de los ISP por el bajo precio del ancho de banda y sus disputas públicas sobre peering con AOL (2003), France Telecom (2006), Level 3 Communications (2005), TeliaSonera (marzo de 2008) y Sprint Nextel (octubre de 2008).
El 14 de marzo de 2008, después de que Cogent dejara de encaminar paquetes del proveedor europeo Telia (AS 1299), sus dos redes perdieron conectividad mutua. La conexión fue restablecida el 28 de marzo del 2008 con puntos de interconexión tanto en Estados Unidos como en Europa.
El 6 de junio de 2011, Cogent detuvo automáticamente el peering con la red del Departamento de Ciencias de la Energía (ESnet) causando una disrupción de 3 días.
Cogent todavía tiene que acordar peering con uno de los más grandes proveedores de conectividad IPv6, Hurricane Electric. A marzo de 2016, la conectividad directa entre las dos redes es imposible. Cogent y Google también dejaron de hacer peering IPv6 en 2016. Se rumorea que esto está estrechamente ligado a que Cogent estuviera levantando tráfico IPv4 de Google a través de un cliente pagado o para mantener SFI con otra red.
En febrero de 2017, Cogent bloqueó muchos sitios de piratería y streaming que incluyen a The Pirate Bay. Esto era involuntario debido a una orden judicial española mal emitida.
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 | CCOI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -9.8promedio 5A ≈113.8 | ≈113.8 | · | · | |
| P/S (TTM) | 0.5promedio 5A ≈3.8 | ≈3.8 | 0.7 | Valor razonable | |
| P/C (MRQ) | -14.0promedio 5A ≈-1.7 | ≈-1.7 | · | · | |
| Precio / FCF (TTM) | -3.3promedio 5A ≈1.4 | ≈1.4 | · | · | |
| Precio / Flujo de Caja (TTM) | 31.5promedio 5A ≈-57.9 | ≈-57.9 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 7.3 | · | · | · |
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 | CCOI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 8.0%promedio 5A ≈-0.79% | ≈-0.79% | -1.1% | De primer nivel | |
| Margen EBITDA (TTM) | 31.5%promedio 5A ≈10.9% | ≈10.9% | -1.1% | De primer nivel | |
| Margen antes de impuestos (TTM) | -7.1%promedio 5A ≈19.2% | ≈19.2% | -1.5% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | -4.7%promedio 5A ≈21.2% | ≈21.2% | -1.2% | De primer nivel | |
| ROA (TTM) | -1.4%promedio 5A ≈10.7% | ≈10.7% | -5.0% | Débil | |
| ROE (TTM) | -721.5%promedio 5A ≈454.8% | ≈454.8% | 30.2% | De primer nivel | |
| ROIC | 117.7%promedio 5A ≈0.01% | ≈0.01% | 37.3% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | CCOI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 0.6promedio 5A ≈2.7 | ≈2.7 | 1.1 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 1.1promedio 5A ≈1.9 | ≈1.9 | 1.0 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CCOI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -5.8%promedio 5A ≈13.3% | ≈13.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 17.6%promedio 5A ≈18.9% | ≈18.9% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.4% | · | · | · | |
| EPS YoY (EPS interanual) | 24100.0%promedio 5A ≈8234.3% | ≈8234.3% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 24646.2%promedio 5A ≈8410.7% | ≈8410.7% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 489.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 489.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CCOI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.3promedio 5A ≈0.5 | ≈0.5 | 0.4 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 10.5promedio 5A ≈11.5 | ≈11.5 | 8.5 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$532.3K | · | · | · |
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 |
|---|---|---|---|
| Ago 21, 2026 | $0,02 | USD | ≈0.87% |
| May 18, 2026 | $0,02 | USD | ≈12.1% |
| Mar 6, 2026 | $0,02 | USD | ≈9.0% |
| Nov 21, 2025 | $0,02 | USD | ≈17.9% |
| Ago 21, 2025 | $1,02 | USD | ≈10.7% |
| May 22, 2025 | $1,01 | USD | ≈8.7% |
| Mar 13, 2025 | $1,01 | USD | ≈5.9% |
| Nov 22, 2024 | $1,00 | USD | ≈4.7% |
| Ago 22, 2024 | $0,99 | USD | ≈5.4% |
| May 22, 2024 | $0,98 | USD | ≈6.5% |
| Mar 14, 2024 | $0,97 | USD | ≈5.9% |
| Nov 22, 2023 | $0,96 | USD | ≈5.7% |
| Ago 23, 2023 | $0,95 | USD | ≈5.5% |
| May 17, 2023 | $0,94 | USD | ≈5.9% |
| Mar 9, 2023 | $0,93 | USD | ≈5.9% |
| Nov 17, 2022 | $0,92 | USD | ≈6.2% |
| Ago 17, 2022 | $0,91 | USD | ≈6.0% |
| May 12, 2022 | $0,88 | USD | ≈5.8% |
| Mar 8, 2022 | $0,86 | USD | ≈5.3% |
| Nov 18, 2021 | $0,83 | USD | ≈4.0% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 6, 2026 | $-0.45 | $-0.99 | 54.6% |
| 31 de marzo de 2026 | $-0.83 | $-1.02 | 18.3% | |
| 31 de diciembre de 2025 | $-0.64 | $-1.00 | 35.8% | |
| 30 de septiembre de 2025 | $-0.87 | $-1.04 | 16.7% | |
| 30 de junio de 2025 | $-1.21 | $-0.95 | -27.2% | |
| 31 de marzo de 2025 | $-1.09 | $-1.09 | 0.16% |
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 | $976M | $1.04B | $941M | $600M | $590M | $568M | $546M | $520M | $485M | $447M | $404M | $380M | |
| Cost of Revenue | $535M | $642M | $544M | $228M | $226M | $219M | $220M | $220M | $209M | $194M | $175M | $160M | |
| SG&A Expense | $274M | $276M | $275M | $163M | $162M | $158M | $147M | $134M | $128M | $121M | $113M | $108M | |
| Operating Expenses | $1.08B | $1.24B | $1.07B | $486M | $478M | $461M | $447M | $435M | $413M | $390M | $358M | $337M | |
| Operating Income | $-101M | $-198M | $-129M | $114M | $119M | $107M | $100M | $87M | $76M | $64M | $53M | $54M | |
| Interest Expense | · | $123M | $93M | $111M | $58M | $62M | $57M | $51M | $48M | $41M | $41M | $50M | |
| Pretax Income | $-245M | $-260M | $1.22B | $26M | $71M | $10M | $53M | $41M | $31M | $24M | $13M | $4M | |
| Income Tax | $-63M | $-56M | $-54M | $21M | $23M | $4M | $15M | $13M | $25M | $9M | $8M | $4M | |
| Net Income | $-182M | $-204M | $1.27B | $5M | $48M | $6M | $38M | $29M | $6M | $15M | · | · | |
| EPS (Basic) | $-3.80 | $-4.28 | $26.88 | $0.11 | $1.04 | $0.14 | $0.82 | $0.63 | $0.13 | $0.33 | $0.11 | $0.02 | |
| EPS (Diluted) | $-3.80 | $-4.28 | $26.62 | $0.11 | $1.03 | $0.13 | $0.81 | $0.63 | $0.13 | $0.33 | $0.11 | $0.02 | |
| Shares (Basic) | 47,928,826 | 47,627,873 | 47,373,361 | 46,875,992 | 46,419,180 | 45,947,772 | 45,542,315 | 45,280,161 | 44,855,263 | 44,641,805 | 44,888,723 | 45,960,720 | |
| Shares (Diluted) | 47,928,826 | 47,627,873 | 47,837,512 | 47,207,298 | 46,963,920 | 46,668,198 | 46,080,395 | 45,780,954 | 45,184,203 | 44,873,030 | 45,159,489 | 46,349,670 | |
| EBITDA | $169M | $-198M | $-129M | $206M | $208M | $190M | $181M | $168M | $152M | $139M | $124M | $123M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $149M | $198M | $75M | $224M | $320M | $371M | $399M | $276M | $247M | $274M | $204M | $288M | |
| Receivables | $88M | $97M | $135M | $44M | $42M | $44M | $40M | $42M | $39M | $34M | $31M | $33M | |
| Prepaid Expense | $68M | $74M | $81M | $46M | $39M | $41M | $36M | $33M | $20M | $20M | $17M | $15M | |
| Current Assets | $451M | $482M | $514M | $366M | $410M | $456M | $476M | $350M | $306M | $328M | $251M | $336M | |
| PP&E (Net) | $1.72B | $1.66B | $1.54B | $544M | $458M | $430M | $369M | $375M | $381M | $362M | $360M | $361M | |
| PP&E (Gross) | $3.64B | $3.32B | $2.95B | $1.71B | $1.62B | $1.52B | $1.37B | $1.30B | $1.23B | $1.14B | $1.07B | $1.05B | |
| Accum. Depreciation | $1.92B | $1.66B | $1.41B | $1.17B | $1.16B | $1.09B | $998M | $925M | $852M | $775M | $710M | $687M | |
| Intangibles | · | · | $473M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $3.10B | $3.17B | $3.21B | $1.01B | $985M | $1.00B | $932M | $740M | $711M | $738M | $663M | $755M | |
| Accounts Payable | $31M | $40M | $48M | $27M | $12M | $10M | $11M | $9M | $12M | $12M | $12M | $13M | |
| Accrued Liabilities | $110M | $135M | $121M | $64M | $39M | $51M | $51M | $51M | $48M | $47M | $38M | $32M | |
| Current Liabilities | $221M | $253M | $373M | $120M | $81M | $94M | $90M | $75M | $75M | $68M | $69M | $60M | |
| Capital Leases | $270M | $302M | $330M | $95M | $112M | $111M | $87M | $157M | $150M | $135M | $130M | $152M | |
| Deferred Tax | $333M | $398M | $471M | $48M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $29M | $40M | $62M | $35M | $45M | $15M | $15M | $25M | $28M | $28M | $31M | $22M | |
| Total Liabilities | $3.16B | $2.95B | $2.60B | $1.53B | $1.36B | $1.29B | $1.14B | $889M | $813M | $791M | $675M | $671M | |
| Long-term Debt | $1.73B | $1.46B | $950M | $950M | $898M | $882M | $798M | $645M | $575M | $570M | $471M | $440M | |
| Common Stock | $50.0K | $49.0K | $49.0K | $48.0K | $48.0K | $47.0K | $47.0K | $46.0K | $46.0K | $45.0K | $45.0K | $46.0K | |
| Retained Earnings | $-709M | $-376M | $17M | $-1.07B | $-910M | $-808M | $-685M | $-609M | $-555M | $-479M | $-432M | $-370M | |
| AOCI | · | · | · | · | · | · | · | $-11M | $-5M | $-17M | $-15M | $-6M | |
| Stockholders' Equity | $-64M | $223M | $610M | $-519M | $-373M | $-293M | $-204M | $-149M | $-103M | $-53M | $-12M | $84M | |
| Liabilities + Equity | $3.10B | $3.17B | $3.21B | $1.01B | $985M | $1.00B | $932M | $740M | $711M | $738M | $663M | $755M | |
| Shares Outstanding | 50,062,158 | 49,034,925 | 48,608,569 | 48,013,330 | 47,674,189 | 47,214,077 | 46,840,434 | 46,336,499 | 45,960,799 | 45,478,787 | 45,198,718 | 46,398,729 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $270M | $298M | $232M | $92M | $89M | $83M | $80M | $81M | $76M | $75M | $71M | $69M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | $13M | $11M | $12M | $10M | |
| Deferred Tax | $-65M | $-52M | $-70M | $17M | $18M | $282.0K | $12M | $11M | $25M | $9M | $8M | $3M | |
| Other Non-cash | $-34M | · | · | $60M | $15M | $50M | $19M | $13M | · | · | · | · | |
| Operating Cash Flow | $-11M | $-9M | $17M | $174M | $170M | $140M | $149M | $134M | $112M | $108M | $84M | $73M | |
| CapEx | $188M | $195M | $130M | $79M | $70M | $56M | $47M | $50M | $46M | $45M | $36M | $60M | |
| Investing Cash Flow | $-88M | $21M | $77M | $-79M | $-70M | $-56M | $-47M | $-50M | $-46M | $-45M | $-35M | · | |
| Net Debt Issued | · | · | · | $-790.0K | $-7M | $-11M | $-10M | $-9M | $-4M | $-21M | $-670.0K | · | |
| Stock Repurchased | $17M | $8M | · | · | · | $4M | · | $7M | $2M | $4M | $39M | $59M | |
| Net Stock Activity | $-17M | $-8M | · | · | · | $-4M | · | $-7M | $-2M | $-4M | $-39M | $-59M | |
| Dividends Paid | $150M | $189M | $182M | $170M | $150M | $129M | $113M | $98M | $82M | $68M | $66M | $54M | |
| Financing Cash Flow | $63M | $106M | $-258M | $-145M | $-141M | $-116M | $22M | $-53M | $-97M | $8M | $-129M | · | |
| Net Change in Cash | $-23M | $114M | $-162M | $-53M | $-43M | $-28M | $123M | $29M | $-27M | $71M | $-84M | $-17M | |
| Taxes Paid | $-659.0K | $3M | $35M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $-198M | $-204M | $-112M | $95M | $100M | $84M | $102M | $84M | $66M | $63M | $48M | $13M | |
| Levered FCF | · | $-301M | $-224M | $82M | $55M | $47M | $61M | $49M | $57M | $38M | $32M | $4M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -10.4% | -19.1% | -13.7% | 19.0% | 20.2% | 18.8% | 18.4% | 16.6% | 15.7% | 14.3% | 13.1% | · | |
| Net Margin | -18.7% | -19.7% | 135.3% | 0.86% | 8.2% | 1.1% | 6.9% | 5.5% | · | · | · | · | |
| Pretax Margin | -25.1% | -25.1% | 129.6% | 4.4% | 12.1% | 1.8% | 9.6% | 8.0% | 6.4% | 5.4% | 3.1% | · | |
| EBITDA Margin | 17.3% | -19.1% | -13.7% | 34.4% | 35.4% | 33.5% | 33.1% | 32.3% | 31.3% | 31.2% | 30.6% | · | |
| ROA | -5.8% | -6.4% | 60.3% | 0.52% | 4.9% | 0.64% | 4.5% | 4.0% | · | · | · | · | |
| ROE | 2120.8% | -74.7% | 242.2% | -1.0% | -13.2% | -2.2% | -19.0% | -20.9% | · | · | · | · | |
| ROIC | 117.7% | -69.7% | -22.2% | -4.3% | -21.6% | -22.0% | -35.1% | -40.2% | -14.0% | -74.0% | -166.5% | 11.4% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.4 | 3.0 | 5.1 | 4.8 | 5.3 | 4.7 | 4.1 | 4.8 | 3.6 | 5.7 | |
| Quick Ratio | 1.1 | 1.2 | 0.6 | 2.2 | 4.5 | 4.4 | 4.9 | 4.2 | 3.8 | 4.5 | 3.4 | 5.3 | |
| Interest Coverage | · | -1.6 | -1.2 | 1.7 | 1.8 | 1.7 | 1.7 | 1.7 | 1.6 | 1.6 | 1.3 | 1.1 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.4 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | · | |
| Receivables Turnover | 10.5 | 8.9 | 10.5 | 13.9 | 13.7 | 13.4 | 13.3 | 12.9 | 13.3 | 13.9 | 12.7 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-1.28 | $4.54 | $12.54 | $-10.80 | $-7.83 | $-6.21 | $-4.35 | $-3.22 | $-2.23 | $-1.17 | $-0.27 | $1.81 | |
| Revenue / Share | $20.36 | $21.75 | $19.67 | $12.70 | $12.56 | $12.17 | $11.85 | $11.36 | $10.74 | $9.96 | $8.95 | · | |
| Cash Flow / Share | $-0.22 | $-0.18 | $0.36 | $3.68 | $3.63 | $3.01 | $3.23 | $2.93 | $2.47 | $2.41 | $1.86 | $1.58 | |
| Cash / Share | $2.97 | $4.05 | $1.54 | $4.66 | $6.70 | $7.86 | $8.53 | $5.96 | $5.37 | $6.03 | $4.50 | $6.20 | |
| Dividend / Share | $3.05 | $3.92 | $3.76 | $3.56 | $3.17 | $2.78 | $2.44 | $2.12 | $1.80 | $1.51 | $1.46 | $1.17 | |
| EPS (TTM) | $-3.80 | $-4.28 | $26.62 | $0.11 | $1.03 | $0.13 | $0.81 | $0.63 | $0.13 | $0.33 | $0.11 | $0.02 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.8% | 10.1% | 56.9% | 1.7% | 3.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.6% | 20.7% | 18.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | 24100.0% | -89.3% | 692.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 489.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | 24646.2% | -89.3% | 675.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 489.5% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $976M | $1.04B | $941M | $600M | $590M | $568M | $546M | $520M | $485M | $447M | $404M | $380M | |
| Net Income TTM | $-182M | $-204M | $1.27B | $5M | $48M | $6M | $38M | $29M | $6M | $15M | · | · | |
| Market Cap | $1.08B | $3.78B | $3.70B | $2.74B | $3.49B | $2.83B | $3.08B | $2.09B | $2.08B | $1.88B | $1.57B | $1.64B | |
| P/E | -5.7 | -18.0 | 2.9 | 518.9 | 71.0 | 460.5 | 81.2 | 71.8 | 348.5 | 125.3 | 315.4 | 1769.5 | |
| P/S | 1.1 | 3.6 | 3.9 | 4.6 | 5.9 | 5.0 | 5.6 | 4.0 | 4.3 | 4.2 | 3.9 | 4.3 | |
| P/B | -16.9 | 17.0 | 6.1 | -5.3 | -9.4 | -9.6 | -15.1 | -14.1 | -20.3 | -35.3 | -127.8 | 19.6 | |
| P / Tangible Book | · | 17.0 | 27.0 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | -102.0 | -437.1 | 213.2 | 15.8 | 20.5 | 20.1 | 20.7 | 15.6 | 18.6 | 17.4 | 18.7 | 22.5 | |
| P / FCF | -5.4 | -18.6 | -32.9 | 28.9 | 34.8 | 33.5 | 30.3 | 24.9 | 31.6 | 30.0 | 32.5 | 126.2 | |
| Dividend Yield | 13.9% | 5.0% | 4.9% | 6.2% | 4.3% | 4.6% | 3.6% | 4.7% | 3.9% | 3.6% | 4.2% | 3.3% | |
| Earnings Yield | -17.6% | -5.5% | 35.0% | 0.19% | 1.4% | 0.22% | 1.2% | 1.4% | 0.29% | 0.80% | 0.32% | 0.06% | |
| Payout Ratio | -82.4% | -92.8% | 14.3% | 3300.8% | 311.9% | 2081.9% | 300.2% | 341.5% | · | · | · | · | |
| Annual Payout | $150M | $189M | $182M | $170M | $150M | $129M | $113M | $98M | $82M | $68M | $66M | $54M |
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 | $236M | $239M | $241M | $242M | $246M | $247M | $252M | $257M | $260M | $266M | $272M | $275M | $240M | $154M | $152M | $150M | |
| Cost of Revenue | $125M | $129M | $128M | $132M | $137M | $137M | $155M | $162M | $156M | $169M | $174M | $174M | $138M | $59M | $57M | $57M | |
| SG&A Expense | $72M | $72M | $65M | $70M | $65M | $74M | $63M | $68M | $68M | $77M | $81M | $65M | $84M | $45M | $44M | $39M | |
| Operating Expenses | $250M | $256M | $252M | $263M | $278M | $287M | $286M | $315M | $311M | $326M | $341M | $326M | $274M | $129M | $125M | $121M | |
| Operating Income | $119M | $-14M | $-11M | $-18M | $-31M | $-40M | $-33M | $-58M | $-47M | $-59M | $-68M | $-51M | $-35M | $24M | $28M | $28M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $23M | · | $24M | $29M | $19M | $65M | $18M | |
| Other Non-op | $3M | $3M | · | $5M | $-2M | $-865.0K | · | $-1M | $2M | $3M | · | $2M | $200.0K | $3M | · | $-262.0K | |
| Pretax Income | $83M | $-51M | $-48M | $-53M | $-75M | $-70M | $-55M | $-80M | $-40M | $-84M | $180M | $-70M | $1.10B | $11M | $12M | $-7M | |
| Income Tax | $16M | $-11M | $-17M | $-11M | $-17M | $-18M | $-12M | $-17M | $-8M | $-19M | $-21M | $-14M | $-24M | $5M | $11M | $969.0K | |
| Net Income | $67M | $-40M | $-31M | $-42M | $-58M | $-52M | $-43M | $-63M | $-32M | $-65M | $200M | $-57M | $1.12B | $6M | $852.0K | $-8M | |
| EPS (Basic) | $1.39 | $-0.83 | $-0.63 | $-0.87 | $-1.21 | $-1.09 | $-0.89 | $-1.33 | $-0.68 | $-1.38 | $4.11 | $-1.20 | $23.84 | $0.13 | $0.02 | $-0.17 | |
| EPS (Diluted) | $1.38 | $-0.83 | $-0.63 | $-0.87 | $-1.21 | $-1.09 | $-0.89 | $-1.33 | $-0.68 | $-1.38 | $4.04 | $-1.20 | $23.65 | $0.13 | $0.02 | $-0.17 | |
| Shares (Basic) | 47,921,120 | 47,774,617 | · | 47,603,287 | 47,592,836 | 47,676,735 | · | 47,426,131 | 47,511,613 | 47,416,268 | · | 47,227,338 | 47,137,822 | 47,037,091 | · | 46,736,742 | |
| Shares (Diluted) | 48,429,166 | 47,774,617 | · | 47,603,287 | 47,592,836 | 47,676,735 | · | 47,426,131 | 47,511,613 | 47,416,268 | · | 47,227,338 | 47,526,207 | 47,381,226 | · | 46,736,742 | |
| EBITDA | $172M | $41M | · | $42M | $44M | $36M | · | $28M | $27M | $12M | · | $36M | $18M | $49M | · | $51M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $184M | $140M | $149M | $147M | $214M | $154M | $198M | $279M | $384M | $118M | · | $110M | $192M | $184M | · | $269M | |
| Receivables | $86M | $91M | $88M | $96M | $95M | $88M | $97M | $100M | $112M | $107M | · | $87M | $89M | $45M | · | $43M | |
| Prepaid Expense | $65M | $69M | $68M | $69M | $73M | $66M | $74M | $72M | $68M | $80M | · | $74M | $82M | $49M | · | $46M | |
| Current Assets | $606M | $430M | $451M | $480M | $561M | $423M | $482M | $569M | $689M | $473M | · | $581M | $713M | $329M | · | $414M | |
| PP&E (Net) | $1.64B | $1.73B | $1.72B | $1.71B | $1.73B | $1.69B | $1.66B | $1.62B | $1.58B | $1.56B | · | $1.62B | $1.61B | $572M | · | $504M | |
| PP&E (Gross) | $3.58B | $3.70B | $3.64B | $3.58B | $3.55B | $3.43B | $3.32B | $3.23B | $3.10B | $3.05B | · | $2.95B | $2.86B | $1.77B | · | · | |
| Accum. Depreciation | $1.94B | $1.96B | $1.92B | $1.87B | $1.82B | $1.74B | $1.66B | $1.61B | $1.52B | $1.48B | · | $1.33B | $1.25B | $1.20B | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $54M | $56M | · | · | · | |
| Total Assets | $3.10B | $3.06B | $3.10B | $3.15B | $3.27B | $3.12B | $3.17B | $3.20B | $3.34B | $3.15B | · | $2.96B | $3.16B | $998M | · | $1.02B | |
| Accounts Payable | $36M | $36M | $31M | $28M | $49M | $56M | $40M | $53M | $39M | $46M | · | $29M | $30M | $19M | · | $18M | |
| Accrued Liabilities | $103M | $112M | $110M | $129M | $117M | $147M | $135M | $148M | $189M | $187M | · | $120M | $118M | $77M | · | $67M | |
| Current Liabilities | $960M | $226M | $221M | $238M | $243M | $283M | $253M | $281M | $313M | $421M | · | $356M | $416M | $127M | · | $122M | |
| Capital Leases | $256M | $264M | $270M | $279M | $299M | $296M | $302M | $271M | $309M | $321M | · | $331M | $456M | $92M | · | $99M | |
| Deferred Tax | $334M | $322M | $333M | $352M | $362M | $380M | $398M | $383M | $406M | $437M | · | $388M | $425M | · | · | · | |
| Other Non-current Liabilities | $29M | $29M | $29M | $30M | $30M | $34M | $40M | $47M | $58M | $67M | · | $79M | $71M | $82M | · | $84M | |
| Total Liabilities | $3.14B | $3.16B | $3.16B | $3.19B | $3.22B | $2.98B | $2.95B | $2.88B | $2.93B | $2.64B | · | $2.52B | $2.62B | $1.55B | · | $1.51B | |
| Long-term Debt | · | · | $1.73B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $51.0K | $50.0K | $50.0K | $49.0K | $49.0K | $49.0K | $49.0K | $49.0K | $49.0K | $49.0K | · | $49.0K | $49.0K | $48.0K | · | $48.0K | |
| Retained Earnings | $-685M | $-749M | $-709M | $-675M | $-585M | $-478M | $-376M | $-285M | $-174M | $-95M | · | $-137M | $-35M | $-1.11B | · | $-1.03B | |
| Stockholders' Equity | $-34M | $-104M | $-64M | $-39M | $47M | $143M | $223M | $324M | $416M | $501M | $610M | $442M | $539M | $-549M | $-519M | $-492M | |
| Liabilities + Equity | $3.10B | $3.06B | $3.10B | $3.15B | $3.27B | $3.12B | $3.17B | $3.20B | $3.34B | $3.15B | · | $2.96B | $3.16B | $998M | · | $1.02B | |
| Shares Outstanding | 51,215,736 | 50,077,663 | 50,062,158 | 49,121,159 | 49,246,196 | 49,337,310 | 49,034,925 | 49,012,688 | 48,990,760 | 49,013,487 | · | 48,612,382 | 48,617,162 | 48,296,882 | · | 48,002,135 |
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 | $53M | $54M | $58M | $60M | $75M | $76M | $67M | $86M | $74M | $71M | $68M | $87M | $53M | $25M | $24M | $23M | |
| Deferred Tax | $12M | $-12M | $-18M | $-11M | $-17M | $-19M | $15M | $-23M | $-10M | $-33M | $-6M | $-36M | $-28M | $890.0K | $12M | $2M | |
| Other Non-cash | · | $12M | · | · | · | $31M | · | · | · | $47M | · | · | · | $4M | · | · | |
| Operating Cash Flow | $3M | $15M | $-6M | $3M | $-44M | $36M | $15M | $-20M | $-22M | $19M | $-49M | $-52M | $83M | $36M | $36M | $54M | |
| CapEx | $39M | $46M | $37M | $36M | $56M | $58M | $46M | $59M | $49M | $41M | $44M | $25M | $37M | $23M | $20M | $24M | |
| Investing Cash Flow | $219M | $-21M | $-12M | $-11M | $-31M | $-33M | $-21M | $-34M | $26M | $51M | $60M | $62M | $-22M | $-23M | $-20M | $-24M | |
| Stock Repurchased | · | $106M | $0 | $5M | $12M | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-106M | · | $-5M | $-12M | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $1M | $2M | $49M | $50M | $49M | $48M | $47M | $93M | $478.0K | $46M | $45M | $45M | $45M | $44M | $43M | |
| Financing Cash Flow | $-31M | $-15M | $-11M | $-63M | $194M | $-57M | $-75M | $-51M | $256M | $-24M | $-65M | $-86M | $-52M | $-55M | $-68M | $-52M | |
| Net Change in Cash | $190M | $-26M | $-21M | $-80M | $123M | $-44M | $-88M | $-110M | $263M | $49M | $-52M | $-78M | $10M | $-41M | $-48M | $-26M | |
| Free Cash Flow | · | $-31M | · | · | · | $-22M | · | · | · | $-22M | · | · | · | $13M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-39M | · | · | · | $2M | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 50.5% | -5.7% | · | -7.5% | -12.8% | -16.3% | · | -22.5% | -18.1% | -22.3% | · | -18.4% | -14.4% | 15.8% | · | 18.7% | |
| Net Margin | 28.3% | -16.5% | · | -17.2% | -23.5% | -21.1% | · | · | · | -24.5% | · | · | · | 4.0% | · | · | |
| Pretax Margin | 35.3% | -21.3% | · | -21.7% | -30.3% | -28.4% | · | -31.1% | -15.4% | -31.7% | · | -25.5% | 458.5% | 6.9% | · | -4.7% | |
| EBITDA Margin | 73.0% | 17.0% | · | 17.5% | 17.8% | 14.5% | · | 10.9% | 10.3% | 4.3% | · | 13.1% | 7.5% | 32.2% | · | 34.0% | |
| ROA | 2.1% | -1.3% | · | -1.3% | -1.8% | -1.7% | · | · | · | -3.1% | · | · | · | 0.62% | · | · | |
| ROE | 1062.9% | -204.5% | · | -29.2% | -25.0% | -16.2% | · | · | · | 272.7% | · | · | · | -1.3% | · | · | |
| ROIC | -279.4% | 10.1% | · | 36.6% | -52.3% | -20.9% | · | -14.1% | -9.1% | -9.2% | · | -9.2% | -6.6% | -2.6% | · | -6.5% |
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 | 0.6 | 1.9 | · | 2.0 | 2.3 | 1.5 | · | 2.0 | 2.2 | 1.1 | · | 1.6 | 1.7 | 2.6 | · | 3.4 | |
| Quick Ratio | 0.3 | 1.0 | · | 1.0 | 1.3 | 0.9 | · | 1.3 | 1.6 | 0.5 | · | 0.6 | 0.7 | 1.8 | · | 2.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -2.6 | · | -2.1 | -1.2 | 1.3 | · | 1.6 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | |
| Receivables Turnover | 2.6 | 2.7 | · | 2.5 | 2.4 | 2.5 | · | 2.8 | 2.6 | 3.5 | · | 4.2 | 3.6 | 3.5 | · | 3.4 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-0.67 | $-2.08 | · | $-0.80 | $0.95 | $2.90 | · | $6.60 | $8.48 | $10.21 | · | $9.10 | $11.09 | $-11.36 | · | $-10.24 | |
| Revenue / Share | $4.86 | $5.01 | · | $5.08 | $5.17 | $5.18 | · | $5.42 | $5.48 | $5.61 | · | $5.83 | $5.05 | $3.24 | · | $3.21 | |
| Cash Flow / Share | · | $0.31 | · | · | · | $0.76 | · | · | · | $0.41 | · | · | · | $0.76 | · | · | |
| Cash / Share | $3.59 | $2.80 | · | $2.99 | $4.34 | $3.12 | · | $5.70 | $7.85 | $2.42 | · | $2.26 | $3.96 | $3.81 | · | $5.60 | |
| Dividend / Share | $0.02 | $0.02 | $0.02 | $1.01 | $1.01 | $1.00 | $0.99 | $0.98 | $0.97 | $0.96 | $0.95 | $0.94 | $0.94 | $0.93 | $0.92 | $0.91 | |
| Dividend Paid / Share | $0.02 | · | · | · | $1.01 | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $-0.95 | $-3.54 | · | $-4.06 | $-4.52 | $-3.99 | · | $0.65 | $0.78 | $25.11 | · | $22.60 | $23.63 | $0.22 | · | $0.48 |
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 | $957M | $968M | · | $988M | $1.00B | $1.02B | · | $1.06B | $1.07B | $1.05B | · | $821M | $695M | $604M | · | $595M | |
| Net Income TTM | $-45M | $-170M | · | $-195M | $-216M | $-191M | · | $39M | $46M | $1.20B | · | $1.07B | $1.12B | $10M | · | $23M | |
| Market Cap | $711M | $943M | · | $1.88B | $2.37B | $3.02B | · | $3.72B | $2.77B | $3.20B | · | $3.01B | $3.27B | $3.08B | · | $2.50B | |
| P/E | -14.6 | -5.3 | · | -9.4 | -10.7 | -15.4 | · | 116.8 | 72.4 | 2.6 | · | 2.7 | 2.8 | 289.6 | · | 108.7 | |
| P/S | 0.7 | 1.0 | · | 1.9 | 2.4 | 3.0 | · | 3.5 | 2.6 | 3.0 | · | 3.7 | 4.7 | 5.1 | · | 4.2 | |
| P/B | -20.8 | -9.1 | · | -48.1 | 50.9 | 21.2 | · | 11.5 | 6.7 | 6.4 | · | 6.8 | 6.1 | -5.6 | · | -5.1 | |
| P / Tangible Book | · | · | · | · | 50.9 | 21.2 | · | 11.5 | 6.7 | 6.4 | · | 7.8 | 6.8 | · | · | · | |
| P / Cash Flow | · | 63.6 | · | · | · | 83.2 | · | · | · | 166.6 | · | · | · | 85.9 | · | · | |
| Dividend Yield | 7.7% | 10.8% | · | 10.4% | 8.2% | 7.9% | · | 5.0% | 6.7% | 4.3% | · | 6.0% | 5.4% | 5.7% | · | 6.6% | |
| Earnings Yield | -6.8% | -18.8% | · | -10.6% | -9.4% | -6.5% | · | 0.86% | 1.4% | 38.4% | · | 36.5% | 35.1% | 0.35% | · | 0.92% | |
| Payout Ratio | · | -3.3% | · | · | · | -94.4% | · | · | · | -0.73% | · | · | · | 737.0% | · | · | |
| Annual Payout | $55M | $102M | · | $196M | $194M | $238M | · | $187M | $185M | $137M | · | $179M | $177M | $174M | · | $165M |
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 | $976M | $1.04B | $941M | $600M | $590M |
| Margen Operativo % | -10.4% | -19.1% | -13.7% | 19.0% | 20.2% |
| Beneficio neto | $-182M | $-204M | $1.27B | $5M | $48M |
| EPS Diluido | $-3.80 | $-4.28 | $26.62 | $0.11 | $1.03 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 2.0 | 1.9 | 1.4 | 3.0 | 5.1 |
| Ratio Rápido | 1.1 | 1.2 | 0.6 | 2.2 | 4.5 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-198M | $-204M | $-112M | $95M | $100M |
Propietarios institucionales (13F) 256 declarantes · $824.9M 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 |
|---|---|---|---|---|
| 44 (-7 vs trimestre anterior) | 46 (0 vs trimestre anterior) | 78 (-9 vs trimestre anterior) | 77 (-4 vs trimestre anterior) | -6.7M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $120 310 643 | 5 580 271 | 14,58% | Acciones |
| BlackRock, Inc. | $102 384 215 | 7 376 384 | 12,41% | Acciones |
| TURTLE CREEK ASSET MANAGEMENT INC. | $58 344 955 | 4 203 527 | 7,07% | Acciones |
| Park West Asset Management LLC | $43 115 985 | 3 106 339 | 5,23% | Acciones |
| STATE STREET CORP | $38 577 614 | 2 779 367 | 4,68% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $33 102 815 | 2 384 929 | 4,01% | Acciones |
| EdgePoint Investment Group Inc. | $31 693 287 | 2 283 378 | 3,84% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $28 283 498 | 2 037 716 | 3,43% | Acciones |
| Newtyn Management, LLC | $22 983 823 | 1 655 895 | 2,79% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $17 290 622 | 1 245 445 | 2,10% | Acciones |
| CITADEL ADVISORS LLC | $16 274 869 | 1 172 541 | 1,97% | Acciones |
| MAGNOLIA GROUP, LLC | $13 598 042 | 979 686 | 1,65% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 507 153 | 973 138 | 1,64% | Acciones |
| Oakum Bay Capital LLC | $13 006 646 | 690 374 | 1,58% | Acciones |
| MIG Capital, LLC | $12 272 383 | 569 220 | 1,49% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11 176 787 | 805 244 | 1,35% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $10 878 908 | 783 783 | 1,32% | Acciones |
| Broad Run Investment Management, LLC | $9 162 604 | 660 130 | 1,11% | Acciones |
| MORGAN STANLEY | $8 711 004 | 627 593 | 1,06% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $8 543 988 | 615 561 | 1,04% | Acciones |
| Harspring Capital Management, LLC | $8 319 922 | 599 418 | 1,01% | Acciones |
| NORTHERN TRUST CORP | $7 171 559 | 516 683 | 0,87% | Acciones |
| UBS Group AG | $7 115 138 | 512 618 | 0,86% | Acciones |
| CenterBook Partners LP | $6 987 983 | 503 457 | 0,85% | Acciones |
| AYAL Capital Advisors Ltd | $5 552 000 | 400 000 | 0,67% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $5 310 595 | 382 608 | 0,64% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 776 219 | 344 108 | 0,58% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 554 403 | 328 127 | 0,55% | Acciones |
| Granahan Investment Management, LLC | $4 200 824 | 302 653 | 0,51% | Acciones |
| PDT Partners, LLC | $4 114 573 | 296 439 | 0,50% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 996 052 | 287 900 | 0,48% | Opción de venta |
| CIBC Private Wealth Group LLC | $3 977 460 | 103 715 | 0,48% | Acciones |
| D. E. Shaw & Co., Inc. | $3 951 553 | 284 694 | 0,48% | Acciones |
| Advisors Asset Management, Inc. | $3 916 374 | 181 650 | 0,47% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 897 365 | 280 790 | 0,47% | Acciones |
| Invesco Ltd. | $3 732 651 | 268 923 | 0,45% | Acciones |
| FourWorld Capital Management LLC | $3 685 140 | 265 500 | 0,45% | Acciones |
| Bank of New York Mellon Corp | $3 685 000 | 265 490 | 0,45% | Acciones |
| 14B Captial Management LP | $3 665 200 | 170 000 | 0,44% | Acciones |
| CITADEL ADVISORS LLC | $3 607 412 | 259 900 | 0,44% | Opción de compra |
| JPMORGAN CHASE & CO | $3 545 199 | 267 486 | 0,43% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 537 471 | 254 861 | 0,43% | Acciones |
| Jump Financial, LLC | $3 494 220 | 251 745 | 0,42% | Acciones |
| BlackBarn Capital Partners LP | $3 470 000 | 250 000 | 0,42% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $3 364 862 | 242 600 | 0,41% | Acciones |
| MYDA Advisors LLC | $3 331 200 | 240 000 | 0,40% | Acciones |
| Palliser Capital (UK) Ltd | $3 281 135 | 236 393 | 0,40% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $3 242 825 | 233 633 | 0,39% | Acciones |
| Squarepoint Ops LLC | $3 137 366 | 226 035 | 0,38% | Acciones |
| XTX Topco Ltd | $3 057 625 | 220 290 | 0,37% | Acciones |
Activistas y propietarios del %+ 5 15 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 |
|---|---|---|---|---|---|
| Persona informante no revelada | 27 de junio de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 29 de noviembre de 2006 | · | Presentación inicial | · | SEC |
| Worldview Technology Partners IV, L.P. (“WVTP IV”), Worldview Technology International IV, L.P. (“WVTI IV”), Worldview Strategic Partners IV, L.P. (“WVSP IV”), Worldview Capital IV, L.P.(“WVC IV”), Worldview Technology Partners III, L.P. (“WVTP III”), Worldview Technology International III, L.P. (“WVTI III”), Worldview Strategic Partners III, L.P. (“WVSP III”), Worldview III Carrier Fund, L.P. (“WVCF III”), Worldview Capital III, L.P. (“WVC III”), Worldview Equity I, L.L.C. (“WVE I”), James Wei (“Wei”), Michael Orsak (“Orsak”), Susumu Tanaka (“Tanaka”), Tim Weingarten (“Weingarten”) ×3 presentaciones | 20 de noviembre de 2006 | · | Presentación inicial | · | SEC |
| Jerusalem Venture Partners IV, L.P. (“JVP IV”), Jerusalem Venture Partners IV-A, L.P. (“JVP IV-A”), Jerusalem Venture Partners IV (Israel), L.P. (“JVP IV (Israel)”), Jerusalem Venture Partners Entrepreneurs Fund IV, L.P. (“JVP E-Fund IV”), Jerusalem Venture Partners III, L.P. (“JVP III”), Jerusalem Venture Partners Entrepreneur Fund III, L.P. (“JVP E-Fund III”), Jerusalem Venture Partners III (Israel), L.P. (“JVP III (Israel)”), Jerusalem Partners IV, L.P.(“JP IV”), Jerusalem Partners IV – Venture Capital, L.P.(“JP IV VC”), Jerusalem Partners III, L.P.(“JP III”), Jerusalem Venture Partners III (Israel) Management Company Ltd. (“JVP III (Israel) Mgmt”), Jerusalem Venture Partners Corporation (“JVPC”), JVP Corp. IV (“JVPCIV”), Erel Margalit (“Margalit”) ×4 presentaciones | 20 de noviembre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada | 16 de junio de 2006 | · | Presentación inicial | · | SEC |
| Cisco Systems Capital Corporation, Cisco Systems, Inc. ×2 presentaciones | 27 de junio de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada | 14 de abril de 2005 | · | Presentación inicial | M&A / venta | SEC |
| BCP Capital, L.P. (formerly Broadview Capital Partners L.P.), BCP Capital QPF, L.P. (formerly Broadview Capital Partners Qualified Purchaser Fund L.P.), BCP Affiliates Fund LLC (formerly Broadview Capital Partners Affiliates Fund LLC), Broadview BCPSBS Fund L.P., BCP General LLC (formerly Broadview Capital Partners Management LLC), BCI Holdings L.P., BV Holdings LLP (formerly Broadview Holdings LLP), Steven D. Brooks, Stephen J. Bachmann, Paul F. Deninger | 16 de marzo de 2005 | · | Presentación inicial | · | SEC |
| Oak Investment Partners IX, Limited Partnership, Oak Associates IX, LLC, Oak IX Affiliates Fund - A, Limited Partnership, Oak IX Affiliates Fund, Limited Partnership, Oak IX Affiliates, LLC, Oak Management Corporation, Bandel L. Carano, Gerald R. Gallagher, Edward F. Glassmeyer, Fredric W. Harman, Ann H. Lamont ×3 presentaciones | 23 de febrero de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada | 17 de diciembre de 2004 | · | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada | 5 de agosto de 2004 | · | Presentación inicial | · | SEC |
| Broadview Capital Partners L.P., Broadview Capital Partners Qualified Purchaser Fund L.P., Broadview Capital Partners Affiliates Fund LLC, Broadview BCPSBS Fund L.P., Broadview Capital Partners Management LLC, BCI Holdings LP, Broadview Holdings LLP, Steven D. Brooks, Stephen J. Bachmann, Paul F. Deninger ×2 presentaciones | 21 de abril de 2004 | · | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada | 14 de abril de 2004 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 9 de abril de 2004 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 9 de abril de 2004 | · | 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 33 insiders · 19 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dave Schaeffer | CHAIRMAN, CEO, AND PRESIDENT | 4 de mayo de 2026 G | 1 258 990 | 0 | 0 | $0 |
| Thaddeus Gerard Weed | VICE PRESIDENT, CFO | 2 de septiembre de 2026 S | 193 050 | 0 | 4 | $-411 759 |
| Sean Robert Wallace | VP, CFO & Treasurer | 2 de marzo de 2022 S | 29 225 | 0 | 0 | $0 |
| Helen Heyoung Lee | CFO | 10 de octubre de 2003 J | 0 | 0 | 0 | $0 |
| Reed R Harrison | President & COO | 10 de septiembre de 2009 M | 45 000 | 0 | 0 | $0 |
| Greg W O'Connor | VP, CHIEF OPERATING OFFICER | 3 de mayo de 2023 A | 16 000 | 0 | 0 | $0 |
| Henry W Kilmer | VP OF NETWORK STRATEGY | 15 de septiembre de 2026 S | 36 200 | 0 | 4 | $-213 960 |
| Mark Andrew Harris | VP & Chief Revenue Officer | 31 de diciembre de 2025 A | 110 168 | 0 | 0 | $0 |
| John B. Chang | VP & CHIEF LEGAL OFFICER | 31 de diciembre de 2025 A | 188 847 | 0 | 0 | $0 |
| James Bubeck | CHIEF REVENUE OFFICER | 4 de junio de 2025 S | 55 142 | 0 | 0 | $0 |
| David Allen Kapp | VP & CHIEF TECHNICAL OFFICER | 11 de agosto de 2023 S | 6 600 | 0 | 0 | $0 |
| Raymond B Kummer | CTO Emeritus | 3 de enero de 2023 A | 60 000 | 0 | 0 | $0 |
| Timothy G Oneill | VP Construction | 2 de junio de 2021 S | 33 600 | 0 | 0 | $0 |
| Robert N Beury JR | VP & Chief Legal Officer | 1 de mayo de 2019 A | 41 440 | 0 | 0 | $0 |
| Ernest Ortega | Chief Revenue Officer | 16 de septiembre de 2015 S | 38 800 | 0 | 0 | $0 |
| Jeffrey Karnes | VP Sales & CRO | 1 de mayo de 2013 S | 72 218 | 0 | 0 | $0 |
| Mark A Schleifer | VP of IP Engineering | 2 de diciembre de 2011 M | 0 | 0 | 0 | $0 |
| Warren Thrasher | VP Global Customer Net Ops | 26 de octubre de 2005 A | · | 0 | 0 | $0 |
| Bruce Thomas Wagner | VP of Sales | 12 de febrero de 2004 D | 259 999 | 0 | 0 | $0 |
| Eve N Howard | Consejero | 30 de septiembre de 2026 A | 30 751 | 0 | 0 | $0 |
| Deneen C Howell | Consejero | 30 de septiembre de 2026 A | 35 775 | 0 | 0 | $0 |
| de Sa Paul | Consejero | 30 de septiembre de 2026 A | 37 237 | 0 | 0 | $0 |
| Sheryl Lynn Kennedy | Consejero | 30 de septiembre de 2026 A | 17 135 | 0 | 3 | $-180 609 |
| Marc Montagner | Consejero | 30 de septiembre de 2026 A | 103 287 | 0 | 0 | $0 |
| Lewis H Ferguson | Consejero | 30 de septiembre de 2026 A | 27 984 | 0 | 3 | $-189 172 |
| Steven D Brooks | Consejero | 30 de septiembre de 2026 A | 62 138 | 0 | 0 | $0 |
| Blake Bath | Consejero | 31 de marzo de 2025 A | 12 606 | 0 | 0 | $0 |
| Carolyn Katz | Consejero | 1 de octubre de 2021 A | 15 750 | 0 | 0 | $0 |
| Tim Weingarten | Consejero | 1 de octubre de 2019 A | 28 111 | 0 | 0 | $0 |
| Richard Liebhaber | Consejero | 1 de octubre de 2019 A | 67 845 | 0 | 0 | $0 |
| Erel N Margalit | Consejero | 1 de julio de 2013 A | 2 500 | 0 | 0 | $0 |
| Edward F Glassmeyer | Consejero | 8 de enero de 2007 A | 11 250 | 0 | 0 | $0 |
| Kenneth D Peterson JR | · | 23 de marzo de 2007 D | 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 32 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| BSJR · Invesco Exchange-Traded Self-Indexe… | 1,11% | 11 284 000 | 5 de octubre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,22% | 1 960 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,09% | 2 389 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,05% | 46 521 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,05% | 141 230 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 143 541 SH | 5 de octubre de 2026 | Diario |
| FCOM · FIDELITY COVINGTON TRUST | 0,04% | 51 643 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 166 552 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,04% | 30 705 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 52 878 SH | 19 de agosto de 2026 | Diario |
| VOX · VANGUARD WORLD FUND | 0,04% | 175 663 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,03% | 46 628 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,03% | 463 177 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 13 541 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 23 558 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 593 234 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 283 797 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 1 254 982 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 547 494 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1 031 383 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 14 852 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,00% | 2 851 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 67 267 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 11 882 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 441 723 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 066 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 2 911 364 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 243 995 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 195 958 SH | 8 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 6 573 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 2 243 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 11 630 SH | 11 de septiembre de 2026 | Diario |
CCOI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
11 analistas · 2026-10-05Objetivo medio $15.27 +64,0%
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 |
|---|---|---|---|---|---|---|
| CCOI | $1.08B | -5.7 | -5.8% | -18.7% | 2120.8% | · |
| LUMN | $7.97B | -4.4 | -5.4% | -14.0% | 532.6% | · |
| IRDM | $1.82B | 16.4 | 4.9% | 13.1% | 24.4% | · |
| BAND | · | -35.9 | 0.71% | -1.7% | -3.3% | 39.1% |
| LILA | · | -2.4 | -0.10% | -13.8% | -74.4% | · |
| ATEX | $722M | 7.9 | 7.8% | 1394.2% | 36.1% | · |
| ELWT | · | -6.3 | 154.5% | -19.6% | 608.8% | 18.5% |
| NXPL | · | · | · | · | · | · |
| IQST | · | -1.0 | 11.9% | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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