CNXN PC Connection, Inc. - Common Stock
NASDAQ · Electrical Equipment · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Jul 29, 2026CNXN 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 |
|---|---|---|
| 24 de mayo de 2000 | 3-for-2 | Adelante |
Acerca de PC Connection, Inc. - Common Stock Descripción general de la empresa de Wikipedia
PC Connection, Inc., doing business as Connection, is headquartered in Merrimack, New Hampshire. It has more than 2,600 employees and sells more than 460,000 products.
Founded in 1982, Connection has grown to include IT services to SMB, enterprise, and public sector markets.
History
PC Connection, Inc. was founded in 1982 by Patricia Gallup and David Hall. The co-founders met while serving as a support crew to hikers on the Appalachian Trail.
The company's first headquarters occupied a former woodworking mill in Marlow, NH population 542 at the time. To launch their business, Gallup and Hall used Gallup's savings of $8,000 to purchase inventory and take out a 1/9th-page ad in Byte magazine. In 1984, they started selling Macintosh products under the MacConnection brand.
In 1987, PC Connection was named to the Inc. 500 as the second fastest growing company in the United States.
In March 1998, the company completed its initial public offering on the NASDAQ exchange under the symbol PCCC.
In September 2016, the company announced that it would rebrand as simply Connection, in an effort to unify its divisions. The company stated that the new name "better reflects the promise of our future and the successes of our past".
Locations
In addition to its corporate headquarters in Merrimack, PC Connection, Inc. has sales and support offices in Keene, New Hampshire; Rockville, Maryland; Dakota Dunes, South Dakota; Boca Raton, Florida; Schaumburg, IL; and Exton, Pennsylvania. The company operates a 268,000-square-foot distribution and fulfillment complex, equipped with a technical configuration lab in Wilmington, Ohio.
Marketing
PC Connection was known for magazine ads featuring illustrations of anthropomorphic raccoons (and occasionally, other animals) living in a fictionalized version of Marlow. The ads were developed by the New Hampshire-based advertising agency Church and Main, intending to symbolize a goal to make computing less "scary", and play up the rural location of PC Connection's headquarters.
The agency's copywriter David Blistein was influenced by an edition of the children's novel The Wind in the Willows illustrated by E. H. Shepard, and hired local illustrator Erick Ingraham to develop the concept further. Ingraham explained that the choice of raccoons as a mascot was likely because of their dexterity, as it allowed them to be portrayed operating PCs and other peripherals. Ingraham's illustrations and the raccoons would be a regular fixture of PC Connection's marketing through the 1980s, with the company's catalogs featuring more fantastical artwork. The raccoon imagery began to be downplayed by the company in the mid-1990s, due to changes in marketing practices amid the commodification of the PC industry, growing focus on business customers, and its shift away from magazine advertising to focus on ecommerce.
Acquisitions
In 1999, Connection purchased ComTeq Federal, a Maryland-based company serving the computing needs of federal government agencies, including the Navy, Federal Deposit Insurance Corp, the National Security Agency, and Internal Revenue Service. Renamed GovConnection, Inc., the subsidiary serves all government and education customers.
In January 2000, Connection announced the agreement to acquire Merisel Inc.
In 2002, Connection acquired MoreDirect, a Florida-based company specializing in Web-based eProcurement.
In 2005, Connection purchased the business and selected assets of Amherst Technologies, Inc., a New Hampshire-based IT provider.
In 2011, Connection acquired ValCom Technologies, a technology services company in the Chicago metropolitan area.
In 2016, Connection acquired Softmart, a supplier of hardware and software.
In 2016, Connection acquired GlobalServe, a global reseller.
== References ==
Fuente: Wikipedia (Inglés), 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 | CNXN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 24.4 | · | 15.4 | Sobrevalorado | |
| P/S | 0.8 | · | 0.4 | Sobrevalorado | |
| P/B (P/C) | 2.6 | · | 1.7 | Valor razonable | |
| Price / FCF (Precio / FCF) | 40.1 | · | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 35.6 | · | 9.9 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 2.8 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.7 | · | · | · |
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 | CNXN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 18.9% | · | 15.4% | De primer nivel | |
| Margen Operativo (TTM) | 3.9% | · | 3.4% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 3.8% | · | 4.2% | De primer nivel | |
| Margen antes de impuestos (TTM) | 4.4% | · | 3.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 3.2% | · | 2.8% | De primer nivel | |
| ROA (TTM) | 7.1% | · | 2.9% | De primer nivel | |
| ROE (TTM) | 10.4% | · | 9.3% | En línea | |
| ROIC | 8.0% | · | 7.9% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | CNXN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 2.9 | · | 1.6 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 2.4 | · | 1.1 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CNXN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 2.5% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -2.8% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 2.1% | · | · | · | |
| EPS YoY (EPS interanual) | -0.61% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -3.9% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -1.0% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 9.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -2.1% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 8.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CNXN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 2.2 | · | 1.6 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 19.6 | · | 8.3 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.6 | · | 4.6 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.1M | · | · | · |
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 11, 2026 | $0,20 | USD | ≈0.93% |
| May 12, 2026 | $0,20 | USD | ≈1.1% |
| Feb 17, 2026 | $0,20 | USD | ≈1.0% |
| Nov 10, 2025 | $0,15 | USD | ≈1.0% |
| Ago 12, 2025 | $0,15 | USD | ≈0.88% |
| May 13, 2025 | $0,15 | USD | ≈0.71% |
| Feb 25, 2025 | $0,15 | USD | ≈0.70% |
| Nov 12, 2024 | $0,10 | USD | ≈0.55% |
| Ago 13, 2024 | $0,10 | USD | ≈0.56% |
| May 13, 2024 | $0,10 | USD | ≈0.55% |
| Feb 26, 2024 | $0,10 | USD | ≈0.49% |
| Nov 13, 2023 | $0,08 | USD | ≈1.1% |
| Ago 14, 2023 | $0,08 | USD | ≈1.1% |
| May 15, 2023 | $0,08 | USD | ≈1.2% |
| Feb 17, 2023 | $0,08 | USD | ≈0.97% |
| Dic 2, 2022 | $0,34 | USD | ≈0.62% |
| Nov 17, 2021 | $1,00 | USD | ≈2.8% |
| Ene 11, 2021 | $0,32 | USD | ≈0.64% |
| Dic 26, 2019 | $0,32 | USD | ≈0.62% |
| Dic 27, 2018 | $0,32 | USD | ≈1.1% |
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 28, 2026 | $1.31 | $1.06 | 23.5% |
| 31 de marzo de 2026 | $0.77 | $0.62 | 24.8% | |
| 31 de diciembre de 2025 | $0.91 | $0.88 | 3.7% | |
| 30 de septiembre de 2025 | $0.97 | $1.03 | -5.4% | |
| 30 de junio de 2025 | $0.97 | $0.92 | 5.1% | |
| 31 de marzo de 2025 | $0.51 | $0.42 | 20.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.87B | $2.80B | $2.85B | $3.12B | $2.89B | $2.59B | $2.82B | $2.70B | · | $2.69B | $2.57B | |
| Cost of Revenue | $2.33B | $2.28B | $2.34B | $2.60B | $2.43B | $2.17B | $2.37B | $2.29B | · | $2.32B | $2.23B | |
| Gross Profit | $539M | $520M | $512M | $526M | $465M | $419M | $451M | $411M | · | $371M | $341M | |
| SG&A Expense | $434M | $422M | $406M | $406M | $368M | $346M | $339M | $324M | · | $287M | $262M | |
| Operating Income | $99M | $97M | $103M | $121M | $97M | $72M | $112M | $86M | · | $81M | $79M | |
| Interest Expense | · | · | · | · | · | $107.0K | $107.0K | $145.0K | · | · | · | |
| Interest Income | · | · | · | · | · | $168.0K | $814.0K | $3M | · | · | · | |
| Other Non-op | · | · | $10M | $1M | $5.0K | $1M | $707.0K | $3M | · | $-67.0K | · | |
| Pretax Income | $114M | $117M | $113M | $122M | $97M | $73M | $113M | $89M | · | $80M | $78M | |
| Income Tax | $30M | $30M | $30M | $32M | $27M | $17M | $31M | $24M | · | $32M | $32M | |
| Net Income | $84M | $87M | $83M | $89M | $70M | $56M | $82M | $65M | · | $48M | $47M | |
| EPS (Basic) | $3.28 | $3.31 | $3.17 | $3.40 | $2.67 | $2.13 | $3.12 | $2.42 | · | $1.81 | $1.77 | |
| EPS (Diluted) | $3.27 | $3.29 | $3.15 | $3.37 | $2.65 | $2.12 | $3.10 | $2.41 | · | $1.80 | $1.76 | |
| Shares (Basic) | 25,511,000 | 26,322,000 | 26,287,000 | 26,279,000 | 26,196,000 | 26,157,000 | 26,335,000 | 26,717,000 | · | 26,528,000 | 26,398,000 | |
| Shares (Diluted) | 25,633,000 | 26,508,000 | 26,429,000 | 26,443,000 | 26,364,000 | 26,336,000 | 26,505,000 | 26,854,000 | · | 26,719,000 | 26,616,000 | |
| EBITDA | $110M | $109M | $115M | $131M | $107M | $84M | $124M | $98M | · | · | $87M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $193M | $178M | $145M | $123M | $108M | $96M | $90M | $92M | · | $49M | $80M | |
| Short-term Investments | $213M | $264M | $152M | · | · | · | · | · | · | · | · | |
| Receivables | $648M | $611M | $607M | $610M | $608M | $611M | $550M | $448M | $464M | $412M | $356M | |
| Inventory | $144M | $95M | $124M | $209M | $207M | $141M | $125M | $119M | $96M | $91M | $103M | |
| Prepaid Expense | $23M | $18M | $16M | $12M | $10M | $11M | $11M | $10M | $6M | $5M | $4M | |
| Current Assets | $1.22B | $1.17B | $1.05B | $954M | $932M | $859M | $776M | $669M | · | $559M | $553M | |
| PP&E (Net) | $47M | $53M | $57M | $59M | $61M | $62M | $64M | $52M | · | $39M | $32M | |
| PP&E (Gross) | $136M | $139M | $139M | $136M | $142M | $145M | $140M | $120M | · | $108M | $98M | |
| Accum. Depreciation | $89M | $87M | $82M | $77M | $81M | $83M | $76M | $68M | · | $68M | $66M | |
| Goodwill | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | · | $74M | $51M | |
| Intangibles | $989.0K | $2M | $3M | $5M | $6M | $7M | $8M | $10M | · | $12M | $1M | |
| Other Non-current Assets | $7M | $1M | $2M | $1M | $910.0K | $1M | $947.0K | $1M | $2M | $1M | $1M | |
| Total Assets | $1.35B | $1.30B | $1.19B | $1.10B | $1.08B | $1.02B | $937M | $805M | · | $686M | $639M | |
| Accounts Payable | $338M | $300M | $264M | $233M | $282M | $267M | $236M | $202M | $194M | $178M | $167M | |
| Current Liabilities | $420M | $371M | $328M | $311M | $375M | $342M | $309M | $260M | · | $230M | $222M | |
| Capital Leases | $498.0K | $2M | $3M | $5M | $7M | $10M | $10M | · | · | · | · | |
| Deferred Tax | $20M | $15M | $16M | $18M | $19M | $19M | $20M | $17M | $16M | $20M | $22M | |
| Other Non-current Liabilities | · | $516.0K | $624.0K | $170.0K | $211.0K | $9M | $600.0K | $2M | · | $3M | $3M | |
| Total Liabilities | $441M | $388M | $348M | $334M | $401M | $379M | $340M | $279M | · | $253M | $247M | |
| Common Stock | $295.0K | $294.0K | $293.0K | $291.0K | $290.0K | $289.0K | $288.0K | $288.0K | · | $285.0K | $284.0K | |
| Retained Earnings | $906M | $837M | $761M | $686M | $606M | $562M | $515M | $441M | $385M | $338M | $299M | |
| Treasury Stock | $141M | $64M | $51M | $46M | $46M | $46M | $36M | $31M | · | $16M | $16M | |
| AOCI | $78.0K | $174.0K | $81.0K | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $910M | $911M | $841M | $766M | $682M | $636M | $597M | $526M | · | $433M | $392M | |
| Liabilities + Equity | $1.35B | $1.30B | $1.19B | $1.10B | $1.08B | $1.02B | $937M | $805M | · | $686M | $639M | |
| Shares Outstanding | 25,221,000 | 26,300,000 | 26,360,000 | 26,350,000 | 26,252,000 | 26,170,000 | 26,345,000 | 26,396,000 | · | 26,609,000 | 26,498,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $12M | $11M | $11M | $11M | $12M | $12M | $13M | · | $9M | $8M | |
| Stock-based Comp | $9M | $8M | $7M | $6M | $4M | $3M | $2M | $1M | · | $1M | $994.0K | |
| Deferred Tax | $5M | $-778.0K | $-2M | $-1M | $753.0K | $-2M | $3M | $1M | · | $4M | $3M | |
| Amort. of Intangibles | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $735.0K | |
| Restructuring | $6M | $415.0K | $3M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-43M | $67M | $98M | $-69M | $-28M | $-33M | $-62M | $8M | · | · | $-28M | |
| Operating Cash Flow | $65M | $174M | $198M | $35M | $58M | $36M | $37M | $87M | · | $34M | $31M | |
| CapEx | $7M | $8M | $10M | · | · | · | · | · | · | $12M | $12M | |
| Investing Cash Flow | $43M | $-115M | $-160M | $-9M | $-9M | $-11M | $-26M | $-21M | · | $-55M | $-13M | |
| Stock Repurchased | $76M | $12M | $5M | · | · | $10M | $4M | $15M | · | · | · | |
| Net Stock Activity | $-76M | $-12M | $-5M | · | · | $-10M | $-4M | $-15M | · | · | · | |
| Dividends Paid | $15M | $11M | $8M | $9M | $35M | $8M | $8M | $9M | · | $11M | · | |
| Financing Cash Flow | $-93M | $-25M | $-16M | $-11M | $-36M | $-19M | $-13M | $-24M | · | $-10M | $1M | |
| Net Change in Cash | $15M | $33M | $22M | $15M | $13M | $6M | $-2M | $42M | · | $-31M | $19M | |
| Taxes Paid | $30M | $29M | $42M | $34M | $21M | $19M | $28M | $20M | · | · | · | |
| Free Cash Flow | $58M | · | · | · | · | · | · | · | · | · | $19M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 18.8% | 18.6% | 17.9% | 16.8% | 16.1% | 16.2% | 16.0% | 15.2% | · | · | 13.2% | |
| Operating Margin | 3.5% | 3.5% | 3.6% | 3.9% | 3.3% | 2.8% | 4.0% | 3.2% | · | · | 3.0% | |
| Net Margin | 2.9% | 3.1% | 2.9% | 2.9% | 2.4% | 2.1% | 2.9% | 2.4% | · | · | 1.8% | |
| Pretax Margin | 4.0% | 4.2% | 4.0% | 3.9% | 3.3% | 2.8% | 4.0% | 3.3% | · | · | 3.0% | |
| EBITDA Margin | 3.8% | 3.9% | 4.0% | 4.2% | 3.7% | 3.3% | 4.4% | 3.6% | · | · | 3.4% | |
| ROA | 6.3% | 6.7% | 7.0% | 8.0% | 6.7% | 5.5% | 9.1% | 8.3% | · | · | 7.9% | |
| ROE | 9.3% | 9.6% | 10.0% | 11.7% | 10.2% | 8.8% | 13.9% | 12.3% | · | · | 12.6% | |
| ROIC | 8.0% | 7.9% | 9.0% | 11.5% | 10.2% | 8.6% | 13.7% | 11.9% | · | · | 11.9% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 3.1 | 3.2 | 3.1 | 2.5 | 2.5 | 2.5 | 2.6 | · | · | 2.5 | |
| Quick Ratio | 2.5 | 2.8 | 2.8 | 2.4 | 1.9 | 2.1 | 2.1 | 2.1 | · | · | 2.0 | |
| Interest Coverage | · | · | · | · | · | 673.6 | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.2 | 2.2 | 2.4 | 2.8 | 2.8 | 2.6 | 3.1 | 3.5 | · | · | 4.4 | |
| Inventory Turnover | 19.6 | 20.8 | 14.1 | 12.5 | 14.0 | 16.4 | 19.4 | 21.3 | · | · | 23.1 | |
| Receivables Turnover | 4.6 | 4.6 | 4.7 | 5.1 | 4.7 | 4.5 | 5.7 | 5.9 | · | · | 7.9 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $36.09 | $34.64 | $31.90 | $29.08 | $26.00 | $24.32 | $22.67 | $19.92 | · | · | $14.81 | |
| Revenue / Share | $112.07 | $105.71 | $107.86 | $118.18 | $109.72 | $98.36 | $106.40 | $100.52 | · | · | $96.71 | |
| Cash Flow / Share | $2.55 | $6.56 | $7.49 | $1.32 | $2.19 | $1.37 | $1.38 | $3.23 | · | · | $1.16 | |
| Cash / Share | $7.66 | $6.78 | $5.50 | $4.67 | $4.13 | $3.66 | $3.42 | $3.47 | · | · | $3.03 | |
| Dividend Paid / Share | · | · | · | $0.34 | $1.00 | $0.32 | $0.32 | $0.32 | · | $0.34 | $0.40 | |
| EPS (TTM) | $3.27 | $3.29 | $3.15 | $3.37 | $2.65 | $2.12 | $3.10 | $2.41 | · | $1.80 | $1.76 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -1.7% | -8.8% | 8.0% | 11.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.8% | -1.1% | 3.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -0.61% | 4.4% | -6.5% | 27.2% | 25.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -1.0% | 7.5% | 14.1% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -3.9% | 4.6% | -6.7% | 27.6% | 25.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -2.1% | 7.6% | 14.3% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.87B | $2.80B | $2.85B | $3.12B | $2.89B | $2.59B | $2.82B | $2.70B | · | $2.69B | $2.57B | |
| Net Income TTM | $84M | $87M | $83M | $89M | $70M | $56M | $82M | $65M | · | $48M | $47M | |
| Market Cap | $1.46B | $1.82B | $1.77B | $1.24B | $1.13B | $1.24B | $1.31B | $785M | · | · | $600M | |
| P/E | 17.7 | 21.1 | 21.3 | 13.9 | 16.3 | 22.3 | 16.0 | 12.3 | · | 15.6 | 12.9 | |
| P/S | 0.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.5 | 0.5 | 0.3 | · | · | 0.2 | |
| P/B | 1.6 | 2.0 | 2.1 | 1.6 | 1.7 | 1.9 | 2.2 | 1.5 | · | · | 1.5 | |
| P / Tangible Book | 1.7 | 2.2 | 2.3 | 1.8 | 1.9 | 2.2 | · | · | · | · | · | |
| P / Cash Flow | 22.3 | 10.5 | 8.9 | 35.4 | 19.6 | 34.3 | 35.7 | 9.0 | · | · | 19.4 | |
| P / FCF | 25.1 | · | · | · | · | · | · | · | · | · | 32.4 | |
| Dividend Yield | 1.1% | 0.58% | 0.47% | 0.72% | 3.1% | 0.68% | 0.65% | 1.2% | · | · | · | |
| Earnings Yield | 5.7% | 4.8% | 4.7% | 7.2% | 6.1% | 4.5% | 6.2% | 8.1% | · | 6.4% | 7.8% | |
| Payout Ratio | 18.3% | 12.1% | 10.1% | 10.0% | 49.5% | 15.1% | 10.3% | 14.1% | · | · | · | |
| Annual Payout | $15M | $11M | $8M | $9M | $35M | $8M | $8M | $9M | · | $11M | · |
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 | $854M | $722M | $703M | $709M | $760M | $701M | $709M | $725M | $736M | $632M | $696M | $693M | $734M | $728M | $732M | $776M | |
| Cost of Revenue | $697M | $589M | $567M | $570M | $622M | $574M | $579M | $589M | $600M | $514M | $567M | $561M | $606M | $605M | $608M | $639M | |
| Gross Profit | $157M | $133M | $136M | $139M | $138M | $127M | $130M | $135M | $137M | $118M | $130M | $132M | $128M | $122M | $124M | $137M | |
| SG&A Expense | $114M | $109M | $109M | $108M | $107M | $110M | $107M | $105M | $105M | $105M | $102M | $100M | $101M | $103M | $100M | $105M | |
| Operating Income | $43M | $20M | $24M | $30M | $31M | $15M | $23M | $30M | $31M | $13M | $28M | $32M | $25M | $18M | $24M | $32M | |
| Other Non-op | · | · | · | · | · | · | · | · | · | · | · | $3M | $2M | $1M | · | $308.0K | |
| Pretax Income | $46M | $24M | $27M | $34M | $34M | $18M | $27M | $37M | $36M | $18M | $32M | $35M | $27M | $19M | $25M | $32M | |
| Income Tax | $12M | $6M | $6M | $9M | $9M | $5M | $7M | $10M | $9M | $5M | $8M | $9M | $7M | $5M | $6M | $9M | |
| Net Income | $33M | $17M | $21M | $25M | $25M | $13M | $21M | $27M | $26M | $13M | $24M | $26M | $20M | $14M | $19M | $23M | |
| EPS (Basic) | $1.31 | $0.68 | $0.80 | $0.98 | $0.98 | $0.52 | $0.79 | $1.03 | $0.99 | $0.50 | $0.91 | $0.97 | $0.75 | $0.54 | $0.72 | $0.88 | |
| EPS (Diluted) | $1.31 | $0.68 | $0.82 | $0.97 | $0.97 | $0.51 | $0.78 | $1.02 | $0.99 | $0.50 | $0.89 | $0.97 | $0.75 | $0.54 | $0.70 | $0.88 | |
| Shares (Basic) | 25,226,000 | 25,201,000 | · | 25,354,000 | 25,405,000 | 26,076,000 | · | 26,292,000 | 26,348,000 | 26,362,000 | · | 26,262,000 | 26,256,000 | 26,325,000 | · | 26,279,000 | |
| Shares (Diluted) | 25,339,000 | 25,281,000 | · | 25,489,000 | 25,520,000 | 26,218,000 | · | 26,501,000 | 26,520,000 | 26,525,000 | · | 26,434,000 | 26,365,000 | 26,436,000 | · | 26,455,000 | |
| EBITDA | $43M | $20M | · | $30M | $31M | $15M | · | $30M | $31M | $13M | · | $32M | $25M | $18M | · | $32M |
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 | $124M | $196M | $193M | $188M | $187M | $182M | $178M | $168M | $128M | $148M | · | $241M | $244M | $135M | · | $116M | |
| Short-term Investments | $217M | $215M | $213M | $211M | $159M | $158M | $264M | $262M | $258M | $204M | · | $49M | · | · | · | · | |
| Receivables | $727M | $661M | $648M | $617M | $637M | $604M | $611M | $585M | $599M | $527M | · | $588M | $593M | $622M | · | $647M | |
| Inventory | $205M | $194M | $144M | $135M | $133M | $152M | $95M | $114M | $137M | $124M | · | $142M | $160M | $199M | · | $213M | |
| Prepaid Expense | $22M | $23M | $23M | $23M | $22M | $20M | $18M | $17M | $17M | $17M | · | $14M | $17M | $18M | · | $10M | |
| Current Assets | $1.29B | $1.29B | $1.22B | $1.17B | $1.14B | $1.12B | $1.17B | $1.15B | $1.15B | $1.02B | · | $1.04B | $1.02B | $974M | · | $986M | |
| PP&E (Net) | $46M | $47M | $47M | $48M | $48M | $52M | $53M | $53M | $54M | $56M | · | $58M | $58M | $58M | · | $60M | |
| PP&E (Gross) | · | · | $136M | · | · | · | $139M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $89M | · | · | · | $87M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | · | $74M | $74M | $74M | · | $74M | |
| Intangibles | $473.0K | $684.0K | $989.0K | $1M | $2M | $2M | $2M | $3M | $3M | $3M | · | $4M | $4M | $4M | · | $5M | |
| Other Non-current Assets | $6M | $6M | $7M | $7M | $5M | $1M | $1M | $1M | $1M | $1M | · | $821.0K | $915.0K | $1M | · | $905.0K | |
| Total Assets | $1.43B | $1.43B | $1.35B | $1.31B | $1.27B | $1.25B | $1.30B | $1.29B | $1.28B | $1.16B | · | $1.18B | $1.16B | $1.12B | · | $1.13B | |
| Accounts Payable | $378M | $396M | $338M | $313M | $304M | $274M | $300M | $293M | $317M | $219M | · | $265M | $277M | $239M | · | $259M | |
| Current Liabilities | $449M | $477M | $420M | $384M | $368M | $354M | $371M | $367M | $389M | $290M | · | $340M | $347M | $318M | · | $353M | |
| Capital Leases | $7M | $6M | $498.0K | $437.0K | $634.0K | $1M | $2M | $2M | $2M | $3M | · | $4M | $4M | $5M | · | $6M | |
| Deferred Tax | $19M | $20M | $20M | $18M | $15M | $15M | $15M | $18M | $17M | $16M | · | $18M | $18M | $18M | · | $19M | |
| Other Non-current Liabilities | · | · | · | · | $516.0K | $516.0K | $516.0K | $517.0K | · | $19.0K | · | $654.0K | $684.0K | $672.0K | · | $200.0K | |
| Total Liabilities | $475M | $503M | $441M | $403M | $384M | $371M | $388M | $388M | $409M | $308M | · | $362M | $370M | $342M | · | $378M | |
| Common Stock | $296.0K | $296.0K | $295.0K | $295.0K | $294.0K | $294.0K | $294.0K | $293.0K | $293.0K | $293.0K | · | $292.0K | $291.0K | $291.0K | · | $291.0K | |
| Retained Earnings | $946M | $918M | $906M | $889M | $868M | $847M | $837M | $819M | $795M | $771M | · | $739M | $716M | $698M | · | $676M | |
| Treasury Stock | $143M | $143M | $141M | $130M | $125M | $109M | $64M | $59M | $55M | $52M | · | $51M | $51M | $49M | · | $46M | |
| AOCI | $-208.0K | $-88.0K | $78.0K | $85.0K | $-53.0K | $61.0K | $174.0K | $477.0K | $-103.0K | $-62.0K | $81.0K | $154.0K | · | · | · | · | |
| Stockholders' Equity | $953M | $922M | $910M | $903M | $885M | $877M | $911M | $897M | $875M | $853M | $841M | $819M | $794M | $776M | $766M | $756M | |
| Liabilities + Equity | $1.43B | $1.43B | $1.35B | $1.31B | $1.27B | $1.25B | $1.30B | $1.29B | $1.28B | $1.16B | · | $1.18B | $1.16B | $1.12B | · | $1.13B | |
| Shares Outstanding | · | · | 25,221,000 | · | · | · | 26,300,000 | · | · | · | · | · | · | · | · | · |
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 | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Operating Cash Flow | $-64M | $14M | $27M | $64M | $26M | $-52M | $25M | $53M | $38M | $57M | $12M | $50M | $116M | $20M | $19M | $24M | |
| CapEx | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | · | $2M | |
| Investing Cash Flow | $-3M | $-3M | $-6M | $-54M | $-2M | $105M | $-6M | $-6M | $-52M | $-52M | $-104M | $-51M | $-3M | $-2M | $-2M | $-2M | |
| Stock Repurchased | $0 | $2M | $11M | $5M | $17M | $44M | $5M | $4M | $3M | $186.0K | $0 | $0 | $2M | $3M | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-44M | · | · | · | $-186.0K | · | · | · | $-3M | · | · | |
| Dividends Paid | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | · | · | |
| Financing Cash Flow | $-5M | $-8M | $-16M | $-9M | $-20M | $-48M | $-9M | $-7M | $-6M | $-3M | $-4M | $-2M | $-4M | $-6M | $-10M | $-380.0K | |
| Net Change in Cash | $-73M | $3M | $5M | $1M | $4M | $4M | $11M | $39M | $-19M | $3M | $-96M | $-3M | $109M | $12M | $7M | $21M | |
| Taxes Paid | $13M | $738.0K | $5M | $7M | $15M | $3M | $5M | $7M | $17M | $635.0K | $7M | $7M | $20M | $7M | $3M | $9M | |
| Free Cash Flow | · | $12M | · | · | · | $-54M | · | · | · | $56M | · | · | · | · | · | · |
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 | 18.4% | 18.4% | · | 19.6% | 18.1% | 18.2% | · | 18.7% | 18.5% | 18.7% | · | 19.0% | 17.4% | 16.8% | · | 17.6% | |
| Operating Margin | 5.0% | 2.8% | · | 4.3% | 4.1% | 2.1% | · | 4.2% | 4.2% | 2.1% | · | 4.6% | 3.4% | 2.5% | · | 4.1% | |
| Net Margin | 3.9% | 2.4% | · | 3.5% | 3.3% | 1.9% | · | 3.7% | 3.5% | 2.1% | · | 3.7% | 2.7% | 1.9% | · | 3.0% | |
| Pretax Margin | 5.3% | 3.3% | · | 4.8% | 4.5% | 2.6% | · | 5.1% | 4.8% | 2.9% | · | 5.0% | 3.7% | 2.7% | · | 4.1% | |
| EBITDA Margin | 5.0% | 2.8% | · | 4.3% | 4.1% | 2.1% | · | 4.2% | 4.2% | 2.1% | · | 4.6% | 3.4% | 2.5% | · | 4.1% | |
| ROA | 2.5% | 1.3% | · | 1.9% | 1.9% | 1.1% | · | 2.2% | 2.1% | 1.1% | · | 2.2% | 1.7% | 1.3% | · | 2.2% | |
| ROE | 3.6% | 1.9% | · | 2.8% | 2.8% | 1.6% | · | 3.1% | 3.1% | 1.6% | · | 3.2% | 2.6% | 1.9% | · | 3.2% | |
| ROIC | 3.3% | 1.6% | · | 2.4% | 2.5% | 1.2% | · | 2.5% | 2.6% | 1.1% | · | 2.9% | 2.3% | 1.7% | · | 3.0% |
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 | 2.9 | 2.7 | · | 3.1 | 3.1 | 3.2 | · | 3.1 | 3.0 | 3.5 | · | 3.1 | 2.9 | 3.1 | · | 2.8 | |
| Quick Ratio | 2.4 | 2.2 | · | 2.6 | 2.7 | 2.7 | · | 2.8 | 2.5 | 3.0 | · | 2.6 | 2.4 | 2.4 | · | 2.2 |
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 | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | |
| Inventory Turnover | 4.1 | 3.4 | · | 4.6 | 4.6 | 4.2 | · | 4.6 | 4.0 | 3.2 | · | 3.2 | 3.2 | 2.8 | · | 3.3 | |
| Receivables Turnover | 1.3 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.2 | 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 | $33.70 | $28.55 | · | $27.82 | $29.77 | $26.74 | · | $27.35 | $27.77 | $23.83 | · | $26.22 | $27.82 | $27.52 | · | $29.32 | |
| Cash Flow / Share | · | $0.56 | · | · | · | $-2.00 | · | · | · | $2.16 | · | · | · | $0.74 | · | · | |
| Dividend / Share | $0.20 | $0.20 | · | $0.15 | $0.15 | $0.15 | · | $0.10 | $0.10 | $0.10 | · | $0.08 | $0.08 | $0.08 | · | · | |
| EPS (TTM) | $3.78 | $3.44 | · | $3.23 | $3.28 | $3.30 | · | $3.40 | $3.35 | $3.11 | · | $2.96 | $2.87 | $3.08 | · | $3.51 |
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 | $2.99B | $2.89B | · | $2.88B | $2.89B | $2.87B | · | $2.79B | $2.76B | $2.76B | · | $2.89B | $2.97B | $3.06B | · | $3.19B | |
| Net Income TTM | $96M | $87M | · | $84M | $86M | $87M | · | $90M | $89M | $82M | · | $78M | $76M | $82M | · | $93M | |
| P/E | 19.3 | 17.0 | · | 19.2 | 20.1 | 18.9 | · | 22.2 | 19.2 | 21.2 | · | 18.0 | 15.7 | 14.6 | · | 12.8 | |
| Earnings Yield | 5.2% | 5.9% | · | 5.2% | 5.0% | 5.3% | · | 4.5% | 5.2% | 4.7% | · | 5.5% | 6.4% | 6.9% | · | 7.8% | |
| Payout Ratio | · | 29.3% | · | · | · | 29.0% | · | · | · | 20.0% | · | · | · | 14.8% | · | · | |
| Annual Payout | $18M | $16M | · | $14M | $13M | $12M | · | $10M | $9M | $9M | · | · | · | · | · | $35M |
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 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Ingresos | $2.87B | · | · | $2.80B | · |
| Margen Bruto % | 18.8% | · | · | 18.6% | · |
| Margen Operativo % | 3.5% | · | · | 3.5% | · |
| Beneficio neto | $84M | · | · | $87M | · |
| EPS Diluido | $3.27 | · | · | $3.29 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Ratio corriente | 2.9 | · | · | 3.1 | · |
| Ratio Rápido | 2.5 | · | · | 2.8 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $58M | · | · | · | · |
Propietarios institucionales (13F) 200 declarantes · $827.0M 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 |
|---|---|---|---|---|
| 28 (-6 vs trimestre anterior) | 20 (-3 vs trimestre anterior) | 71 (+7 vs trimestre anterior) | 60 (-6 vs trimestre anterior) | +322K |
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. | $158 832 663 | 2 176 088 | 19,21% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $112 393 517 | 1 539 863 | 13,59% | Acciones |
| VANGUARD GROUP INC | $62 389 523 | 1 080 151 | 7,54% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37 062 570 | 507 776 | 4,48% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $36 663 680 | 502 311 | 4,43% | Acciones |
| STATE STREET CORP | $33 981 735 | 465 567 | 4,11% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $30 239 782 | 414 249 | 3,66% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $18 938 204 | 259 463 | 2,29% | Acciones |
| MORGAN STANLEY | $16 668 977 | 228 372 | 2,02% | Acciones |
| GOLDMAN SACHS GROUP INC | $16 484 503 | 225 846 | 1,99% | Acciones |
| NORTHERN TRUST CORP | $15 079 735 | 206 600 | 1,82% | Acciones |
| Qube Research & Technologies Ltd | $14 909 594 | 204 269 | 1,80% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14 092 982 | 193 081 | 1,70% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $13 488 589 | 184 800 | 1,63% | Acciones |
| Invesco Ltd. | $10 621 214 | 145 516 | 1,28% | Acciones |
| Bank of New York Mellon Corp | $9 981 884 | 136 757 | 1,21% | Acciones |
| Allspring Global Investments Holdings, LLC | $9 621 304 | 130 317 | 1,16% | Acciones |
| FMR LLC | $8 396 940 | 115 042 | 1,02% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $8 393 586 | 114 996 | 1,01% | Acciones |
| JPMORGAN CHASE & CO | $7 922 972 | 109 105 | 0,96% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $7 612 857 | 104 300 | 0,92% | Acciones |
| DENALI ADVISORS LLC | $7 240 608 | 99 200 | 0,88% | Acciones |
| Man Group plc | $6 925 364 | 94 881 | 0,84% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 890 914 | 94 409 | 0,83% | Acciones |
| RHUMBLINE ADVISERS | $6 749 151 | 92 467 | 0,82% | Acciones |
| FIRST TRUST ADVISORS LP | $5 943 356 | 81 427 | 0,72% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 482 936 | 75 119 | 0,66% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 307 614 | 72 717 | 0,64% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5 066 017 | 69 407 | 0,61% | Acciones |
| ROYCE & ASSOCIATES LP | $4 999 669 | 68 498 | 0,60% | Acciones |
| Nuveen, LLC | $4 889 309 | 66 986 | 0,59% | Acciones |
| JANE STREET GROUP, LLC | $4 152 328 | 56 889 | 0,50% | Acciones |
| TWO SIGMA ADVISERS, LP | $4 089 408 | 70 800 | 0,49% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $4 003 794 | 54 854 | 0,48% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 761 320 | 51 532 | 0,45% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3 703 075 | 50 734 | 0,45% | Acciones |
| PEAK6 LLC | $3 649 500 | 50 000 | 0,44% | Opción de compra |
| PDT Partners, LLC | $3 557 314 | 48 737 | 0,43% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 503 520 | 48 000 | 0,42% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3 425 348 | 46 929 | 0,41% | Acciones |
| D. E. Shaw & Co., Inc. | $3 358 270 | 46 010 | 0,41% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $3 186 671 | 43 659 | 0,39% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 080 032 | 42 198 | 0,37% | Acciones |
| Public Sector Pension Investment Board | $2 846 829 | 39 003 | 0,34% | Acciones |
| Allianz Asset Management GmbH | $2 740 118 | 37 541 | 0,33% | Acciones |
| CITADEL ADVISORS LLC | $2 731 432 | 37 422 | 0,33% | Acciones |
| SEIZERT CAPITAL PARTNERS, LLC | $2 682 601 | 36 753 | 0,32% | Acciones |
| JAMES INVESTMENT RESEARCH, INC. | $2 561 949 | 35 100 | 0,31% | Acciones |
| UBS Group AG | $2 490 784 | 34 125 | 0,30% | Acciones |
| Moran Wealth Management, LLC | $2 358 380 | 32 311 | 0,29% | Acciones |
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Patricia Gallup, David Hall Trust 2003 ×9 presentaciones | 17 de septiembre de 2025 | 54,40% | Enmienda | Estructura de capital | SEC |
| Patricia Gallup, Abbott Brook Trust, David Hall Trust 2003 ×4 presentaciones | 18 de septiembre de 2024 | · | 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 23 insiders · 12 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Timothy J Mcgrath | President & CEO | 1 de septiembre de 2026 M | 246 408 | 0 | 5 | $-4 294 168 |
| Thomas C Baker | Sr. VP, CFO & Treasurer | 31 de julio de 2026 S | 36 092 | 0 | 2 | $-1 663 836 |
| Stephen P Sarno | Sr. VP, CFO, & Treasurer | 17 de diciembre de 2018 A | · | 0 | 0 | $0 |
| Joseph Driscoll | Sr. VP, CFO and Treasurer | 1 de septiembre de 2016 M | 8 106 | 0 | 0 | $0 |
| Mark A Gavin | Sr. VP Finance & CFO | 21 de agosto de 2003 S | 81 113 | 0 | 0 | $0 |
| James R Garrity JR | President, MoreDirect, Inc. | 9 de febrero de 2005 A | · | 0 | 0 | $0 |
| Patricia Gallup | Chairman & Chief Admin Officer | 1 de septiembre de 2026 M | 533 758 | 0 | 0 | $0 |
| John Polizzi | Sr. Vice President & CIO | 30 de diciembre de 2011 J | 596 | 0 | 0 | $0 |
| Bradley Mousseau | Sr. VP, Human Resources | 9 de mayo de 2010 F | 17 354 | 0 | 0 | $0 |
| Peter Cannone III | Sr. VP , Sales Operations | 14 de noviembre de 2006 M | 0 | 0 | 0 | $0 |
| Kenneth A Grady | VP, Gen. Counsel & Secretary | 22 de julio de 2005 A | · | 0 | 0 | $0 |
| Robert Wilkins | Executive Vice President | 28 de agosto de 2003 S | 0 | 0 | 0 | $0 |
| Barbara Duckett | Consejero | 1 de septiembre de 2026 M | 16 752 | 0 | 1 | $-167 720 |
| Jack L Ferguson | Consejero | 1 de septiembre de 2026 M | 68 555 | 0 | 0 | $0 |
| Negrini David Beffa | Consejero | 1 de septiembre de 2026 M | 65 875 | 0 | 0 | $0 |
| Jay E Bothwick | Consejero | 30 de junio de 2026 M | 6 875 | 0 | 0 | $0 |
| Gary Kinyon | Consejero | 14 de marzo de 2026 M | 6 875 | 0 | 0 | $0 |
| Joseph A Baute | Consejero | 22 de mayo de 2019 M | 13 840 | 0 | 0 | $0 |
| Harvey D Weatherson | Consejero | 3 de diciembre de 2016 M | 17 500 | 0 | 0 | $0 |
| David Hall | Consejero | 22 de enero de 2015 Z | 0 | 0 | 0 | $0 |
| Bruce Barone | Consejero | 9 de mayo de 2008 A | 25 000 | 0 | 0 | $0 |
| Comack Trust | Propietario del 10% | 8 de mayo de 2024 G | 0 | 0 | 0 | $0 |
| Estate of David McLellan Hall | Propietario del 10% | 10 de septiembre de 2021 Z | 7 144 962 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 52 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 |
|---|---|---|---|---|
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,97% | 24 587 SH | 5 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,65% | 4 785 NS | 31 de julio de 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0,55% | 16 749 SH | 5 de octubre de 2026 | Diario |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0,41% | 24 556 SH | 5 de octubre de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,28% | 6 549 NS | 31 de julio de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,22% | 7 069 SH | 5 de octubre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,21% | 45 871 SH | 5 de octubre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 12 055 NS | 31 de julio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,15% | 23 902 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,11% | 163 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,10% | 167 452 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 27 397 NS | 31 de julio de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,09% | 24 088 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,08% | 79 553 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,06% | 1 654 SH | 5 de octubre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 1 131 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 9 654 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,05% | 3 283 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 82 415 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 11 930 SH | 5 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 39 578 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 2 984 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 328 038 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 969 SH | 5 de octubre de 2026 | Diario |
| TDVI · First Trust Exchange-Traded Fund IV | 0,03% | 1 951 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 5 291 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 63 611 SH | 19 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,02% | 39 237 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3 546 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,01% | 1 454 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 973 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,01% | 20 670 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 59 318 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 130 359 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,01% | 287 504 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 3 206 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,00% | 5 956 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 6 704 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 21 203 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 3 535 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 3 068 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 171 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 360 658 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 006 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 694 398 SH | 10 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 100 865 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 112 201 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 1 579 SH | 31 de agosto de 2026 | Diario |
| SVAL · iShares Trust | · | 9 542 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 576 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 1 816 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 4 823 SH | 1 de septiembre de 2026 | Diario |
CNXN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
1 analistas · 2026-10-02Objetivo medio $83.00 -10,2%
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 |
|---|---|---|---|---|---|---|
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
| RELL | · | · | 9.4% | 2.8% | 4.0% | 31.2% |
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