En esta página
01CSW precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
CSW CSW Industrials, Inc. Common Stock
NYSE · Building · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 30, 2026
$302,69
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$230,45mínimo 52 semanas
$355,48máximo 52 semanas
Capitalización Bursátil (MRQ)
$5.43B
P/E (TTM)
41.4
BPA (TTM)
$7.31
Ingresos (TTM)
$1.17B
tus insignias
Rango 52S
$230–$355
Calificación del Analista
HOLD
Precio Objetivo
$352
P/E
41.4
ROE
11.1%
Margen de Beneficio Neto
10.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
CSW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$302.69
Capitalización Bursátil (MRQ)
$5.43B
P/E (TTM)
41.4
BPA (TTM)
$7.31
Ingresos (TTM)
$1.17B
Rendimiento div.
0.34%
ROE (TTM)
11.1%
Deuda/Capital (MRQ)
0.8
Rango 52S
$230–$355
CSW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.08B2018-03-31 → 2026-03-31
BPA$6.702018-03-31 → 2026-03-31
Flujo de caja libre$132M2018-03-31 → 2026-03-31
Margen neto10.3%2018-03-31 → 2026-03-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | CSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 41.4promedio 5A ≈32.0 | ≈32.0 | 33.5 | Sobrevalorado | |
| P/S (TTM) | 4.6 | · | 2.4 | Sobrevalorado | |
| P/C (MRQ) | 5.1 | · | 4.0 | Más caro | |
| EV / EBITDA | 37.1 | · | 15.8 | Sobrevalorado | |
| Precio / FCF (TTM) | 37.7 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 33.0 | · | 13.7 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 5.8 | · | · | · | |
| EV / FCF | 47.2 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 28.8 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | CSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 42.4%promedio 5A ≈42.8% | ≈42.8% | 39.6% | De primer nivel | |
| Margen Operativo (TTM) | 16.5%promedio 5A ≈18.0% | ≈18.0% | 16.8% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 15.6%promedio 5A ≈22.0% | ≈22.0% | 16.8% | De primer nivel | |
| Margen antes de impuestos (TTM) | 13.5%promedio 5A ≈16.6% | ≈16.6% | 15.2% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 10.3%promedio 5A ≈12.4% | ≈12.4% | 9.9% | De primer nivel | |
| ROA (TTM) | 6.2%promedio 5A ≈8.7% | ≈8.7% | 6.6% | En línea | |
| ROE (TTM) | 11.1%promedio 5A ≈14.6% | ≈14.6% | 12.6% | Débil | |
| ROIC | 6.8%promedio 5A ≈11.6% | ≈11.6% | 11.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | CSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.8promedio 5A ≈0.4 | ≈0.4 | 0.8 | En línea | |
| Ratio corriente (MRQ) | 2.7promedio 5A ≈3.0 | ≈3.0 | 2.2 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 1.1promedio 5A ≈1.5 | ≈1.5 | 1.0 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.8promedio 5A ≈0.4 | ≈0.4 | 0.8 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 23.2%promedio 5A ≈21.8% | ≈21.8% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 12.6%promedio 5A ≈16.1% | ≈16.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 20.9% | · | · | · | |
| EPS YoY (EPS interanual) | -20.1%promedio 5A ≈23.9% | ≈23.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -18.0%promedio 5A ≈26.5% | ≈26.5% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 2.6%promedio 5A ≈21.2% | ≈21.2% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 20.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 5.1%promedio 5A ≈22.9% | ≈22.9% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 22.8% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.7 | ≈0.7 | 0.8 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 2.5promedio 5A ≈2.8 | ≈2.8 | 4.0 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.9promedio 5A ≈6.1 | ≈6.1 | 8.5 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$400.9K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo0.34%
Ratio de Pago16.1%
Pago anualizado≈$1.20
CAGR de Dividendos a 5 años≈14.9%
Racha de Crecimiento≈5
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 31, 2026 | $0,30 | USD | ≈0.36% |
| Abr 24, 2026 | $0,30 | USD | ≈0.37% |
| Ene 30, 2026 | $0,27 | USD | ≈0.40% |
| Oct 31, 2025 | $0,27 | USD | ≈0.42% |
| Jul 25, 2025 | $0,27 | USD | ≈0.36% |
| Abr 25, 2025 | $0,27 | USD | ≈0.31% |
| Ene 31, 2025 | $0,24 | USD | ≈0.27% |
| Oct 25, 2024 | $0,24 | USD | ≈0.23% |
| Jul 26, 2024 | $0,21 | USD | ≈0.27% |
| Abr 25, 2024 | $0,21 | USD | ≈0.33% |
| Ene 25, 2024 | $0,19 | USD | ≈0.36% |
| Oct 26, 2023 | $0,19 | USD | ≈0.42% |
| Jul 27, 2023 | $0,19 | USD | ≈0.41% |
| Abr 27, 2023 | $0,19 | USD | ≈0.52% |
| Ene 26, 2023 | $0,17 | USD | ≈0.51% |
| Oct 28, 2022 | $0,17 | USD | ≈0.51% |
| Jul 28, 2022 | $0,17 | USD | ≈0.54% |
| Abr 28, 2022 | $0,17 | USD | ≈0.58% |
| Ene 28, 2022 | $0,15 | USD | ≈0.54% |
| Oct 28, 2021 | $0,15 | USD | ≈0.42% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
6.4%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de diciembre de 2026 | May 26, 2026 | $3.14 | $2.43 | 29.2% |
| 30 de junio de 2026 | $3.84 | $3.50 | 9.8% | |
| 31 de marzo de 2026 | $3.14 | $2.43 | 29.2% | |
| 31 de diciembre de 2025 | $1.42 | $1.95 | -27.1% | |
| 30 de septiembre de 2025 | $2.96 | $2.79 | 6.1% | |
| 30 de junio de 2025 | $2.85 | $2.83 | 0.76% | |
| 31 de marzo de 2025 | $2.17 | $2.25 | -3.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.08B | $878M | $793M | $758M | $626M | $419M | $386M | $350M | $326M | $287M | $267M | $262M | |
| Cost of Revenue | $629M | $485M | $442M | $440M | $370M | $235M | $209M | $189M | $178M | $159M | $132M | $135M | |
| Gross Profit | $454M | $393M | $351M | $318M | $256M | $185M | $177M | $161M | $148M | $129M | $135M | $126M | |
| R&D Expense | $6M | $5M | $6M | $5M | · | · | · | · | · | · | · | · | |
| SG&A Expense | $270M | $212M | $190M | $179M | $159M | $125M | $110M | $101M | $98M | $96M | $88M | $82M | |
| Operating Income | $169M | $181M | $159M | $139M | $97M | $59M | $66M | $60M | $50M | $32M | $46M | $44M | |
| Other Non-op | $-737.0K | $-862.0K | $-6M | $42.0K | $-466.0K | $-6M | $-7M | $2M | $905.0K | $3M | $-186.0K | $2M | |
| Pretax Income | $146M | $180M | $140M | $126M | $91M | $51M | $57M | $61M | $48M | $32M | $43M | $45M | |
| Income Tax | $33M | $43M | $38M | $29M | $24M | $11M | $13M | $15M | $16M | $14M | $19M | $15M | |
| Net Income | $112M | $137M | $102M | $96M | $66M | $40M | $46M | $46M | $-12M | $11M | $25M | $30M | |
| EPS (Basic) | $6.73 | $8.41 | $6.54 | $6.22 | $4.21 | $2.67 | $3.04 | $2.96 | $-0.76 | $0.70 | $1.63 | $1.91 | |
| EPS (Diluted) | $6.70 | $8.38 | $6.52 | $6.20 | $4.20 | $2.65 | $3.01 | $2.93 | $-0.76 | $0.70 | $1.62 | $1.90 | |
| Shares (Basic) | 16,653,000 | 16,242,000 | 15,533,000 | 15,509,000 | 15,755,000 | 15,015,000 | 15,039,000 | 15,414,000 | 15,671,000 | 15,773,000 | 15,625,000 | 15,583,000 | |
| Shares (Diluted) | 16,712,000 | 16,314,000 | 15,581,000 | 15,546,000 | 15,807,000 | 15,126,000 | 15,206,000 | 15,532,000 | 15,671,000 | 15,839,000 | 15,675,000 | 15,624,000 | |
| EBITDA | $169M | $223M | $197M | $174M | $134M | $83M | $81M | $74M | $66M | $38M | $47M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $226M | $22M | $18M | $17M | $10M | $18M | $27M | $12M | $23M | $23M | $20M | |
| Receivables | $210M | $156M | $143M | $123M | $123M | $97M | $75M | $66M | $63M | $60M | $53M | $49M | |
| Inventory | $310M | $195M | $151M | $162M | $150M | $103M | $59M | $51M | $43M | $44M | $52M | $47M | |
| Prepaid Expense | $27M | $16M | $16M | $20M | $11M | $10M | $3M | $7M | $7M | $7M | $12M | $4M | |
| Other Current Assets | $4M | $1M | $942.0K | $1M | $1M | · | · | · | · | · | · | · | |
| Current Assets | $589M | $593M | $331M | $323M | $300M | $219M | $150M | $151M | $128M | $147M | $156M | $132M | |
| PP&E (Net) | $108M | $93M | $93M | $88M | $87M | $83M | $57M | $54M | $54M | $57M | $64M | $57M | |
| PP&E (Gross) | $233M | $207M | $196M | $181M | $167M | $155M | $129M | $119M | $116M | $113M | $123M | $107M | |
| Accum. Depreciation | $126M | $113M | $104M | $93M | $80M | $73M | $71M | $66M | $62M | $56M | $59M | $53M | |
| Goodwill | $633M | $264M | $247M | $243M | $225M | $219M | $92M | $86M | $82M | $81M | $68M | $41M | |
| Intangibles | $900M | $358M | $319M | $319M | $301M | $283M | $46M | $50M | $53M | $59M | $89M | $41M | |
| Other Non-current Assets | $87M | $71M | $53M | $71M | $83M | $76M | $24M | $11M | $24M | $16M | $16M | $16M | |
| Total Assets | $2.32B | $1.38B | $1.04B | $1.04B | $995M | $880M | $374M | $353M | $341M | $398M | $393M | $287M | |
| Accounts Payable | $77M | $55M | $48M | $41M | $48M | $32M | $22M | $19M | $17M | $10M | $10M | $9M | |
| Accrued Liabilities | $116M | $92M | $67M | $67M | $69M | $50M | $37M | $29M | $24M | $22M | $21M | $16M | |
| Current Liabilities | $227M | $147M | $116M | $108M | $117M | $83M | $59M | $49M | $45M | $38M | $32M | $39M | |
| Capital Leases | $62M | $58M | $40M | $56M | $63M | $57M | $15M | · | · | · | · | · | |
| Other Non-current Liabilities | $179M | $138M | $125M | $137M | $140M | $138M | $21M | $6M | $5M | $13M | $12M | $8M | |
| Total Liabilities | $1.25B | $287M | $408M | $499M | $511M | $464M | $93M | $89M | $75M | $126M | $134M | $82M | |
| Long-term Debt | $858M | $872M | $166M | $253M | $253M | $242M | $11M | $31M | $24M | $73M | $90M | $27M | |
| Total Debt | $869M | $0 | $166M | $253M | $253M | $242M | $11M | $31M | $24M | $73M | $90M | · | |
| Common Stock | $178.0K | $177.0K | $164.0K | $163.0K | $162.0K | $161.0K | $159.0K | $158.0K | $158.0K | $157.0K | $156.0K | $12.0K | |
| Paid-in Capital | $520M | $501M | $137M | $123M | $113M | $105M | $48M | $47M | $43M | $39M | $32M | $8M | |
| Retained Earnings | $799M | $705M | $583M | $493M | $408M | $351M | $319M | $278M | $234M | $245M | $234M | $209M | |
| Treasury Stock | $258M | $122M | $96M | $83M | $46M | $34M | $75M | $50M | $3M | $1M | $0 | $3M | |
| AOCI | $-11M | $-12M | $-9M | $-8M | $-5M | $-6M | $-11M | $-11M | $-7M | $-10M | $-8M | $-10M | |
| Stockholders' Equity | $1.05B | $1.07B | $616M | $526M | $469M | $415M | $280M | $267M | $266M | $272M | $258M | $205M | |
| Liabilities + Equity | $2.32B | $1.38B | $1.04B | $1.04B | $995M | $880M | $369M | $353M | $341M | $398M | $392M | $287M | |
| Shares Outstanding | 17,893,059 | 17,809,590 | 16,465,776 | 16,377,820 | · | · | · | · | · | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $42M | $38M | $35M | $36M | $23M | $15M | $14M | $15M | $14M | $12M | $11M | |
| Deferred Tax | $-5M | $-7M | $-2M | $-6M | $-2M | $-1M | $299.0K | $481.0K | $2M | $3M | $7M | $-2M | |
| Amort. of Intangibles | $47M | $26M | $23M | $22M | $25M | $10M | $7M | $6M | $7M | $6M | $5M | $5M | |
| Restructuring | · | · | · | · | · | · | · | · | $232.0K | $5M | · | · | |
| Other Non-cash | · | $-4M | $27M | $-4M | $-32M | $4M | $9M | $-181.0K | $38M | $10M | · | · | |
| Operating Cash Flow | $150M | $168M | $164M | $121M | $69M | $66M | $70M | $60M | $43M | $39M | $42M | $35M | |
| CapEx | $17M | $16M | $17M | $14M | $16M | $9M | $11M | $8M | $6M | $7M | $9M | $9M | |
| Investing Cash Flow | $-1.04B | $-102M | $-43M | $-70M | $-51M | $-290M | $-20M | $-3M | $-5M | $-26M | $-110M | · | |
| Net Debt Issued | $-8M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $0 | $347M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $133M | $28M | $15M | $39M | $19M | $10M | $28M | $47M | $2M | $1M | $0 | $206.0K | |
| Net Stock Activity | $-133M | $320M | $-15M | $-39M | $-19M | $-10M | $-28M | $-47M | $-2M | $-1M | · | · | |
| Dividends Paid | $18M | $15M | $12M | $11M | $9M | $8M | $8M | $0 | $0 | $0 | $300.0K | $8M | |
| Financing Cash Flow | $701M | $138M | $-117M | $-49M | $-13M | $214M | $-57M | $-39M | $-52M | · | · | · | |
| Net Change in Cash | $-192M | $204M | $4M | $2M | $7M | $-8M | $-8M | $15M | $-11M | $-3M | $6M | $5M | |
| Taxes Paid | $46M | $51M | $39M | $47M | $20M | $14M | $9M | $3M | $10M | $10M | $18M | $17M | |
| Free Cash Flow | $132M | $152M | $148M | $108M | $53M | $57M | $58M | $52M | $38M | $30M | $30M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.9% | 44.8% | 44.2% | 42.0% | 40.9% | 44.1% | 45.9% | 46.1% | 45.3% | 40.9% | 46.2% | · | |
| Operating Margin | 15.6% | 20.6% | 20.1% | 18.4% | 15.6% | 14.2% | 17.1% | 17.3% | 15.6% | 6.9% | 14.8% | · | |
| Net Margin | 10.3% | 15.6% | 12.8% | 12.7% | 10.6% | 9.6% | 11.9% | 13.0% | -3.6% | 3.4% | 8.0% | · | |
| Pretax Margin | 13.5% | 20.5% | 17.7% | 16.6% | 14.6% | 12.2% | 14.9% | 17.5% | 14.8% | 6.6% | 13.8% | · | |
| EBITDA Margin | 15.6% | 25.4% | 24.9% | 23.0% | 21.4% | 19.7% | 21.0% | 21.2% | 20.1% | 11.7% | 14.8% | · | |
| ROA | 6.1% | 11.3% | 9.7% | 9.5% | 7.1% | 4.6% | 12.7% | 13.1% | -3.2% | 2.8% | 7.5% | · | |
| ROE | 10.3% | 12.9% | 16.9% | 18.8% | 14.2% | 9.9% | 16.1% | 17.6% | -4.5% | 4.2% | 11.0% | · | |
| ROIC | 6.8% | 12.9% | 14.9% | 13.7% | 9.9% | 7.2% | 17.9% | 15.3% | 11.8% | 3.3% | 7.9% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 4.0 | 2.9 | 3.0 | 2.6 | 2.6 | 2.5 | 3.1 | 2.8 | 3.9 | 4.9 | · | |
| Quick Ratio | 1.1 | 2.6 | 1.4 | 1.3 | 1.2 | 1.3 | 1.6 | 1.9 | 1.7 | 2.3 | 2.5 | · | |
| Debt / Equity | 0.8 | 0.0 | 0.3 | 0.5 | 0.5 | 0.6 | 0.0 | 0.1 | 0.1 | 0.3 | 0.3 | · | |
| LT Debt / Equity | 0.8 | 0.0 | 0.3 | 0.5 | 0.5 | 0.6 | 0.0 | 0.1 | 0.1 | 0.3 | 0.3 | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.8 | 0.7 | 0.7 | 0.5 | 1.1 | 1.0 | 0.9 | 0.8 | 0.9 | · | |
| Inventory Turnover | 2.5 | 2.8 | 2.8 | 2.8 | 2.9 | 3.0 | 4.0 | 4.0 | 4.1 | 3.8 | 3.5 | · | |
| Receivables Turnover | 5.9 | 6.5 | 6.4 | 6.2 | 5.7 | 4.9 | 5.5 | 5.4 | 5.3 | 5.6 | 6.3 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $58.70 | $60.21 | · | · | · | · | · | · | · | · | · | · | |
| Revenue / Share | $64.78 | $53.84 | $50.89 | $48.75 | $39.63 | $27.71 | $25.38 | $22.54 | $20.82 | $20.65 | $20.40 | · | |
| Cash Flow / Share | $8.95 | $10.32 | $10.55 | $7.81 | $4.37 | $4.38 | $4.60 | $3.84 | $2.75 | $2.46 | $2.65 | · | |
| Cash / Share | $1.89 | $12.68 | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $6.70 | $8.38 | $6.52 | $6.20 | $4.20 | $2.65 | $3.01 | $2.93 | $-0.76 | $0.70 | $1.62 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 23.2% | 10.8% | 4.6% | 21.0% | 49.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.6% | 11.9% | 23.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -20.1% | 28.5% | 5.2% | 47.6% | 58.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.6% | 25.9% | 35.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 20.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.0% | 34.4% | 5.4% | 45.3% | 65.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.1% | 27.2% | 36.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 22.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 17.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.08B | $878M | $793M | $758M | $626M | $419M | $386M | $350M | $326M | $287M | $267M | · | |
| Net Income TTM | $112M | $137M | $102M | $96M | $66M | $40M | $46M | $46M | $-12M | $11M | $25M | · | |
| Market Cap | $4.66B | $5.19B | · | · | · | · | · | · | · | · | · | · | |
| Enterprise Value | $5.50B | $4.97B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 38.9 | 34.8 | 36.0 | 22.4 | 28.0 | 50.9 | 21.5 | 19.6 | -59.3 | 52.4 | 19.4 | · | |
| P/S | 4.3 | 5.9 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 4.4 | 4.8 | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | · | 11.5 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 31.2 | 30.8 | · | · | · | · | · | · | · | · | · | · | |
| P / FCF | 35.2 | 34.1 | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | 32.6 | 22.2 | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 41.5 | 32.7 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 5.1 | 5.7 | · | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 0.39% | 0.28% | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.6% | 2.9% | 2.8% | 4.5% | 3.6% | 2.0% | 4.6% | 5.1% | -1.7% | 1.9% | 5.1% | · | |
| Payout Ratio | 16.1% | 10.7% | 11.7% | 10.9% | 14.2% | 20.1% | 17.7% | · | 0.00% | 0.00% | 1.2% | · | |
| Annual Payout | $18M | $15M | $12M | $11M | $9M | $8M | $8M | $0 | $0 | $0 | $300.0K | · |
Estado de resultados
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $351M | $309M | $233M | $277M | $264M | $231M | $194M | $228M | $226M | $211M | $175M | $204M | $203M | $196M | $171M | $191M | |
| Cost of Revenue | $193M | $182M | $141M | $158M | $148M | $129M | $114M | $124M | $119M | $117M | $101M | $113M | $111M | $110M | $105M | $111M | |
| Gross Profit | $157M | $127M | $92M | $119M | $115M | $102M | $80M | $104M | $107M | $94M | $74M | $91M | $92M | $85M | $66M | $81M | |
| SG&A Expense | $78M | $71M | $75M | $62M | $61M | $57M | $51M | $52M | $52M | $48M | $46M | $49M | $47M | $46M | $43M | $45M | |
| Operating Income | $80M | $40M | $17M | $57M | $55M | $45M | $30M | $52M | $55M | $44M | $28M | $42M | $45M | $40M | $23M | $35M | |
| Other Non-op | $-220.0K | $49.0K | $-1M | $8.0K | $528.0K | $-147.0K | $-298.0K | $-677.0K | $260.0K | $273.0K | $-8M | $2M | $314.0K | $570.0K | $-737.0K | $40.0K | |
| Pretax Income | $67M | $28M | $8M | $55M | $54M | $47M | $31M | $50M | $53M | $42M | $16M | $41M | $42M | $36M | $18M | $32M | |
| Income Tax | $17M | $8M | $-3M | $15M | $13M | $11M | $4M | $13M | $14M | $10M | $7M | $10M | $10M | $9M | $3M | $8M | |
| Net Income | $50M | $20M | $10M | $41M | $41M | $35M | $27M | $36M | $39M | $32M | $9M | $30M | $31M | $27M | $16M | $24M | |
| EPS (Basic) | $3.05 | $1.26 | $0.62 | $2.42 | $2.43 | $2.06 | $1.60 | $2.27 | $2.48 | $2.05 | $0.59 | $1.93 | $1.97 | $1.75 | $1.01 | $1.58 | |
| EPS (Diluted) | $3.04 | $1.24 | $0.62 | $2.41 | $2.43 | $2.05 | $1.60 | $2.26 | $2.47 | $2.03 | $0.59 | $1.93 | $1.97 | $1.74 | $1.01 | $1.57 | |
| Shares (Basic) | 16,330,000 | · | 16,580,000 | 16,785,000 | 16,808,000 | · | 16,792,000 | 15,866,000 | 15,534,000 | · | 15,546,000 | 15,544,000 | 15,520,000 | · | 15,476,000 | 15,439,000 | |
| Shares (Diluted) | 16,365,000 | · | 16,641,000 | 16,842,000 | 16,863,000 | · | 16,872,000 | 15,941,000 | 15,596,000 | · | 15,596,000 | 15,588,000 | 15,547,000 | · | 15,512,000 | 15,477,000 | |
| EBITDA | $80M | · | $17M | $57M | $55M | · | $30M | $52M | $55M | · | $28M | $42M | $45M | · | $23M | $35M |
Balance general
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $47M | $34M | $40M | $31M | $38M | $226M | $214M | $273M | $19M | $22M | $25M | $14M | $15M | · | $15M | $14M | |
| Receivables | $233M | $210M | $145M | $159M | $179M | $156M | $115M | $135M | $143M | $143M | $105M | $126M | $127M | $123M | $103M | $126M | |
| Inventory | $305M | $310M | $315M | $235M | $218M | $195M | $203M | $184M | $157M | $151M | $151M | $151M | $157M | · | $178M | $172M | |
| Prepaid Expense | $20M | $27M | $34M | $22M | $16M | $16M | $32M | $17M | $12M | $16M | $27M | $27M | $20M | · | $26M | $15M | |
| Other Current Assets | · | $4M | · | · | · | $1M | · | · | · | $942.0K | · | · | · | · | · | · | |
| Current Assets | $616M | $589M | $535M | $448M | $451M | $593M | $563M | $609M | $331M | $331M | $308M | $319M | $319M | · | $322M | $326M | |
| PP&E (Net) | $107M | $108M | $108M | $98M | $100M | $93M | $94M | $95M | $92M | $93M | $89M | $89M | $89M | · | $86M | $85M | |
| PP&E (Gross) | · | $233M | · | · | · | $207M | · | · | · | $196M | · | · | · | · | · | · | |
| Accum. Depreciation | $130M | $126M | $125M | $121M | $117M | $113M | $113M | $110M | $107M | $104M | $102M | $99M | $96M | · | $89M | $86M | |
| Goodwill | $640M | $633M | $640M | $365M | $365M | $264M | $267M | $256M | $246M | $247M | $243M | $243M | $243M | $243M | $243M | $225M | |
| Intangibles | $885M | $900M | $918M | $527M | $536M | $358M | $355M | $333M | $313M | $319M | $305M | $310M | $313M | · | $322M | $305M | |
| Other Non-current Assets | $85M | $87M | $85M | $80M | $83M | $71M | $70M | $65M | $68M | $53M | $48M | $51M | $69M | · | $74M | $80M | |
| Total Assets | $2.33B | $2.32B | $2.29B | $1.52B | $1.54B | $1.38B | $1.35B | $1.36B | $1.05B | $1.04B | $993M | $1.01B | $1.03B | $1.04B | $1.05B | $1.02B | |
| Accounts Payable | $83M | $77M | $73M | $69M | $65M | $55M | $53M | $63M | $55M | $48M | $43M | $47M | $46M | · | $42M | $50M | |
| Accrued Liabilities | $112M | $116M | $124M | $93M | $93M | $92M | $82M | $96M | $66M | $67M | $68M | $66M | $60M | · | $67M | $61M | |
| Current Liabilities | $228M | $227M | $226M | $162M | $158M | $147M | $135M | $159M | $121M | $116M | $111M | $113M | $106M | · | $109M | $112M | |
| Capital Leases | $59M | $62M | $65M | $63M | $66M | $58M | $58M | $54M | $55M | $40M | $35M | $36M | $54M | · | $58M | $59M | |
| Other Non-current Liabilities | $186M | $179M | $204M | $146M | $152M | $138M | $150M | $148M | $143M | $125M | $120M | $119M | $137M | · | $145M | $139M | |
| Total Liabilities | $1.24B | $1.25B | $1.20B | $369M | $406M | $287M | $286M | $309M | $381M | $408M | $385M | $405M | $454M | · | $532M | $521M | |
| Long-term Debt | $855M | $869M | $798M | · | · | $872M | $0 | $0 | $115M | $166M | $153M | $173M | $210M | · | $277M | $269M | |
| Total Debt | $855M | · | $798M | $60M | $95M | · | $0 | $0 | $115M | · | $153M | $173M | $210M | · | $277M | $269M | |
| Common Stock | $179.0K | $178.0K | $178.0K | $178.0K | $178.0K | $177.0K | $177.0K | $177.0K | $164.0K | $164.0K | $164.0K | $163.0K | $163.0K | · | $163.0K | $162.0K | |
| Paid-in Capital | $528M | $520M | $516M | $513M | $509M | $501M | $498M | $495M | $144M | $137M | $134M | $131M | $128M | · | $121M | $118M | |
| Retained Earnings | $844M | $799M | $783M | $777M | $741M | $705M | $674M | $651M | $618M | $583M | $554M | $548M | $521M | · | $469M | $456M | |
| Treasury Stock | $289M | $258M | $221M | $148M | $130M | $122M | $115M | $107M | $102M | $96M | $91M | $84M | $83M | · | $83M | $81M | |
| AOCI | $-10M | $-11M | $-12M | $-12M | $-11M | $-12M | $-13M | $-9M | $-10M | $-9M | $-9M | $-8M | $-6M | · | $-8M | $-10M | |
| Stockholders' Equity | $1.07B | $1.05B | $1.07B | $1.13B | $1.11B | $1.07B | $1.04B | $1.03B | $650M | $616M | $589M | $587M | $560M | $526M | $499M | $483M | |
| Liabilities + Equity | $2.33B | $2.32B | $2.29B | $1.52B | $1.54B | $1.38B | $1.35B | $1.36B | $1.05B | $1.04B | $993M | $1.01B | $1.03B | · | $1.05B | $1.02B | |
| Shares Outstanding | 17,946,378 | 17,893,059 | 17,875,007 | 17,851,584 | 17,848,638 | 17,809,590 | 17,790,671 | 17,771,489 | 16,504,042 | 16,465,776 | · | · | · | 16,377,820 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $15M | $14M | $15M | $9M | $9M | $8M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | |
| Operating Cash Flow | $76M | $-2M | $29M | $62M | $61M | $27M | $12M | $68M | $63M | $22M | $47M | $45M | $50M | $37M | $37M | $30M | |
| CapEx | $6M | $5M | $6M | $3M | $3M | $5M | $3M | $5M | $3M | $5M | $4M | $3M | $5M | $6M | $4M | $3M | |
| Investing Cash Flow | $-6M | $-31M | $-681M | $-5M | $-327M | $-5M | $-56M | $-38M | $-3M | $-27M | $-6M | $-4M | $-5M | $-6M | $-38M | $-22M | |
| Net Debt Issued | $-8M | · | · | · | $-40M | · | · | · | $-59M | · | · | · | $-58M | · | · | · | |
| Stock Repurchased | $36M | $34M | $73M | $17M | $9M | $7M | $9M | $4M | $8M | $5M | $7M | $1M | $3M | $8.0K | $1M | $6M | |
| Net Stock Activity | $-36M | · | · | · | $-9M | · | · | · | $-8M | · | · | · | $-3M | · | · | · | |
| Dividends Paid | $5M | $4M | $4M | $4M | $5M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-55M | $26M | $660M | $-63M | $78M | $-11M | $-14M | $224M | $-62M | $2M | $-30M | $-41M | $-49M | $-28M | $2M | $-11M | |
| Net Change in Cash | $14M | $-6M | $9M | $-7M | $-188M | $12M | $-59M | $254M | $-3M | $-3M | $11M | $-942.0K | $-4M | $4M | $1M | $-2M | |
| Free Cash Flow | $70M | · | · | · | $58M | · | · | · | $60M | · | · | · | $45M | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.9% | · | 39.7% | 43.0% | 43.8% | · | 41.4% | 45.6% | 47.5% | · | 42.3% | 44.7% | 45.3% | · | 38.5% | 42.2% | |
| Operating Margin | 22.8% | · | 7.4% | 20.5% | 20.8% | · | 15.3% | 22.6% | 24.3% | · | 15.8% | 20.6% | 22.2% | · | 13.5% | 18.5% | |
| Net Margin | 14.2% | · | 4.4% | 14.7% | 15.5% | · | 13.9% | 15.8% | 17.1% | · | 5.3% | 14.8% | 15.0% | · | 9.1% | 12.7% | |
| Pretax Margin | 19.1% | · | 3.4% | 20.0% | 20.6% | · | 16.2% | 21.7% | 23.3% | · | 9.4% | 19.9% | 20.4% | · | 10.6% | 16.9% | |
| EBITDA Margin | 22.8% | · | 7.4% | 20.5% | 20.8% | · | 15.3% | 22.6% | 24.3% | · | 15.8% | 20.6% | 22.2% | · | 13.5% | 18.5% | |
| ROA | 2.6% | · | 0.56% | 2.8% | 3.2% | · | 2.3% | 3.0% | 3.7% | · | 0.90% | 3.0% | 3.0% | · | 1.6% | 2.5% | |
| ROE | 4.6% | · | 0.97% | 3.8% | 4.7% | · | 3.3% | 4.5% | 6.4% | · | 1.7% | 5.6% | 6.0% | · | 3.3% | 5.2% | |
| ROIC | 3.1% | · | 1.2% | 3.5% | 3.5% | · | 2.4% | 3.7% | 5.3% | · | 2.1% | 4.1% | 4.4% | · | 2.5% | 3.5% |
Liquidez y Solvencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | · | 2.4 | 2.8 | 2.9 | · | 4.2 | 3.8 | 2.7 | · | 2.8 | 2.8 | 3.0 | · | 2.9 | 2.9 | |
| Quick Ratio | 1.2 | · | 0.8 | 1.2 | 1.4 | · | 2.4 | 2.6 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.1 | 1.2 | |
| Debt / Equity | 0.8 | · | 0.7 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.2 | · | 0.3 | 0.3 | 0.4 | · | 0.6 | 0.6 | |
| LT Debt / Equity | 0.8 | · | 0.7 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.2 | · | 0.3 | 0.3 | 0.4 | · | 0.6 | 0.6 |
Eficiencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| Inventory Turnover | 0.7 | · | 0.5 | 0.8 | 0.8 | · | 0.6 | 0.7 | 0.8 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.8 | |
| Receivables Turnover | 1.7 | · | 1.8 | 1.9 | 1.6 | · | 1.8 | 1.7 | 1.7 | · | 1.7 | 1.6 | 1.5 | · | 1.8 | 1.6 |
Por Acción
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $59.82 | · | $59.70 | $63.30 | $62.18 | · | $58.68 | $57.97 | $39.39 | · | · | · | · | · | · | · | |
| Revenue / Share | $21.43 | · | $14.00 | $16.44 | $15.63 | · | $11.48 | $14.30 | $14.50 | · | $11.22 | $13.06 | $13.08 | · | $11.03 | $12.35 | |
| Cash Flow / Share | $4.62 | · | · | · | $3.60 | · | · | · | $4.02 | · | · | · | $3.23 | · | · | · | |
| Cash / Share | $2.65 | · | $2.25 | $1.76 | $2.13 | · | $12.01 | $15.37 | $1.14 | · | · | · | · | · | · | · | |
| Dividend / Share | $0.30 | · | · | $0.27 | $0.27 | $0.24 | $0.24 | $0.21 | $0.21 | · | · | · | $0.19 | · | · | · | |
| EPS (TTM) | $7.31 | · | $7.51 | $8.49 | $8.34 | · | $8.36 | $7.35 | $7.02 | · | $6.23 | $6.65 | $6.29 | · | $5.62 | $5.20 |
Valoración (TTM)
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.17B | · | $1.00B | $965M | $916M | · | $859M | $840M | $816M | · | $778M | $774M | $761M | · | $736M | $701M | |
| Net Income TTM | $121M | · | $127M | $144M | $139M | · | $133M | $116M | $110M | · | $97M | $103M | $98M | · | $88M | $82M | |
| Market Cap | $4.99B | · | $5.25B | $4.33B | $5.12B | · | $6.28B | $6.51B | $4.38B | · | · | · | · | · | · | · | |
| Enterprise Value | $5.80B | · | $6.00B | $4.36B | $5.18B | · | $6.06B | $6.24B | $4.47B | · | · | · | · | · | · | · | |
| P/E | 38.1 | · | 39.1 | 28.6 | 34.4 | · | 42.2 | 49.8 | 37.8 | · | 33.3 | 26.4 | 26.4 | · | 20.6 | 23.0 | |
| P/S | 4.3 | · | 5.2 | 4.5 | 5.6 | · | 7.3 | 7.8 | 5.4 | · | · | · | · | · | · | · | |
| P/B | 4.7 | · | 4.9 | 3.8 | 4.6 | · | 6.0 | 6.3 | 6.7 | · | · | · | · | · | · | · | |
| P / Tangible Book | · | · | · | 18.2 | 24.6 | · | 14.9 | 14.8 | 48.2 | · | · | · | · | · | · | · | |
| P / Cash Flow | 66.0 | · | · | · | 84.4 | · | · | · | 69.9 | · | · | · | · | · | · | · | |
| EV / Revenue | 5.0 | · | 6.0 | 4.5 | 5.7 | · | 7.1 | 7.4 | 5.5 | · | · | · | · | · | · | · | |
| Dividend Yield | 0.37% | · | 0.33% | 0.39% | 0.31% | · | 0.22% | 0.19% | 0.28% | · | · | · | · | · | · | · | |
| Earnings Yield | 2.6% | · | 2.6% | 3.5% | 2.9% | · | 2.4% | 2.0% | 2.6% | · | 3.0% | 3.8% | 3.8% | · | 4.9% | 4.3% | |
| Payout Ratio | 9.9% | · | 43.9% | 11.1% | 11.1% | · | · | · | 8.5% | · | · | · | 9.6% | · | · | · | |
| Annual Payout | $18M | · | $18M | $17M | $16M | · | $14M | $12M | $12M | · | $11M | $11M | $11M | · | · | · |
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 | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ingresos | $1.08B | $878M | $793M | $758M | $626M |
| Margen Bruto % | 41.9% | 44.8% | 44.2% | 42.0% | 40.9% |
| Margen Operativo % | 15.6% | 20.6% | 20.1% | 18.4% | 15.6% |
| Beneficio neto | $112M | $137M | $102M | $96M | $66M |
| EPS Diluido | $6.70 | $8.38 | $6.52 | $6.20 | $4.20 |
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.8 | 0.0 | 0.3 | 0.5 | 0.5 |
| Ratio corriente | 2.6 | 4.0 | 2.9 | 3.0 | 2.6 |
| Ratio Rápido | 1.1 | 2.6 | 1.4 | 1.3 | 1.2 |
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $132M | $152M | $148M | $108M | $53M |
Propietarios institucionales (13F) 384 declarantes · $4.9B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
384
Valor en tenencia
$4.9B
Nuevas posiciones
39
Posiciones cerradas
27
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 39 (-11 vs trimestre anterior) | 27 (-12 vs trimestre anterior) | 120 (+3 vs trimestre anterior) | 131 (+6 vs trimestre anterior) | -865K |
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. | $686 461 564 | 2 466 624 | 14,07% | Acciones |
| VANGUARD GROUP INC | $515 553 158 | 1 756 390 | 10,56% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $247 296 267 | 888 596 | 5,07% | Acciones |
| WASATCH ADVISORS LP | $227 657 932 | 873 659 | 4,66% | Acciones |
| Capital World Investors | $207 763 474 | 746 545 | 4,26% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $204 913 403 | 736 304 | 4,20% | Acciones |
| STATE STREET CORP | $187 592 165 | 674 775 | 3,84% | Acciones |
| MORGAN STANLEY | $159 655 466 | 573 678 | 3,27% | Acciones |
| Conestoga Capital Advisors, LLC | $131 281 608 | 471 727 | 2,69% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $114 560 447 | 411 565 | 2,35% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $102 822 388 | 369 466 | 2,11% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $96 931 901 | 348 300 | 1,99% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $88 260 257 | 317 165 | 1,81% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $83 630 739 | 300 506 | 1,71% | Acciones |
| Channing Capital Management, LLC | $83 315 784 | 299 374 | 1,71% | Acciones |
| FIRST MANHATTAN CO. LLC. | $75 188 357 | 270 170 | 1,54% | Acciones |
| FIRST TRUST ADVISORS LP | $74 094 592 | 266 240 | 1,52% | Acciones |
| NORTHERN TRUST CORP | $57 236 291 | 205 664 | 1,17% | Acciones |
| GOLDMAN SACHS GROUP INC | $56 190 717 | 201 907 | 1,15% | Acciones |
| CI INVESTMENTS INC. | $55 755 457 | 200 343 | 1,14% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50 259 032 | 180 593 | 1,03% | Acciones |
| Select Equity Group, L.P. | $47 756 002 | 171 599 | 0,98% | Acciones |
| Capital International Investors | $45 847 977 | 164 743 | 0,94% | Acciones |
| NORGES BANK | $44 481 246 | 159 832 | 0,91% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $39 108 242 | 140 531 | 0,80% | Acciones |
| Champlain Investment Partners, LLC | $38 544 550 | 138 500 | 0,79% | Acciones |
| Allspring Global Investments Holdings, LLC | $35 710 710 | 130 684 | 0,73% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $32 843 575 | 118 015 | 0,67% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $29 867 157 | 107 320 | 0,61% | Acciones |
| BANK OF AMERICA CORP /DE/ | $29 808 714 | 107 110 | 0,61% | Acciones |
| Bank of New York Mellon Corp | $27 915 330 | 100 307 | 0,57% | Acciones |
| DF DENT & CO INC | $27 000 616 | 97 020 | 0,55% | Acciones |
| LOOMIS SAYLES & CO L P | $26 828 676 | 96 402 | 0,55% | Acciones |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $26 354 453 | 94 698 | 0,54% | Acciones |
| SEI INVESTMENTS CO | $26 237 749 | 94 278 | 0,54% | Acciones |
| JANUS HENDERSON GROUP PLC | $25 857 428 | 99 223 | 0,53% | Acciones |
| Capital Research Global Investors | $24 848 294 | 89 286 | 0,51% | Acciones |
| COMERICA BANK | $24 173 888 | 82 356 | 0,50% | Acciones |
| MetLife Investment Management, LLC | $23 283 691 | 83 664 | 0,48% | Acciones |
| Langdon Equity Partners | $22 959 750 | 82 500 | 0,47% | Acciones |
| Zuckerman Investment Group, LLC | $22 498 304 | 80 842 | 0,46% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $22 404 542 | 80 505 | 0,46% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $21 546 543 | 77 422 | 0,44% | Acciones |
| FIFTH THIRD BANCORP | $20 516 215 | 73 720 | 0,42% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $20 438 881 | 73 442 | 0,42% | Acciones |
| WELLS FARGO & COMPANY/MN | $19 879 658 | 71 432 | 0,41% | Acciones |
| AMERIPRISE FINANCIAL INC | $17 771 446 | 63 857 | 0,36% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $17 653 697 | 63 434 | 0,36% | Acciones |
| Rockefeller Capital Management L.P. | $16 744 929 | 60 168 | 0,34% | Acciones |
| JACOBSON & SCHMITT ADVISORS, LLC | $16 227 395 | 58 309 | 0,33% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Newtyn Partners, LP, Newtyn TE Partners, LP, Newtyn Management, LLC, Newtyn Capital Partners, LP, Ledo Capital, LLC, Noah Levy ×2 presentaciones | 18 de julio de 2016 | · | Presentación inicial | Campaña de la junta directiva | 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 · 11 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph B Armes | Chairman, President & CEO | 15 de septiembre de 2026 S | 62 736 | 0 | 12 | $-4 660 270 |
| Greggory W Branning | EVP, CFO | 6 de abril de 2020 M | 28 728 | 0 | 0 | $0 |
| Kelly Tacke | Chief Financial Officer | 1 de abril de 2016 A | 52 681 | 0 | 0 | $0 |
| Christopher J Mudd | President and COO | 1 de octubre de 2017 F | 23 304 | 0 | 0 | $0 |
| Jeff Underwood | EVP, GM Contractor Solutions | 10 de agosto de 2026 S | 6 409 | 0 | 2 | $-353 026 |
| Don Sullivan | EVP, Chief Strategy Officer | 5 de agosto de 2026 S | 17 041 | 0 | 3 | $-2 852 287 |
| Luke Alverson | SVP, GC & Secretary | 3 de agosto de 2026 G | 12 275 | 0 | 4 | $-794 009 |
| Danielle Garde | SVP, Chief People Officer | 6 de mayo de 2026 A | 5 690 | 0 | 0 | $0 |
| Fang Wang | VP, Chief Accounting Officer | 9 de abril de 2026 A | 3 118 | 0 | 1 | $-86 354 |
| Craig James Foster | SVP & GM, Spec. Chem. | 5 de abril de 2021 M | 17 040 | 0 | 0 | $0 |
| Mark H. Lee | SVP & GM, Coatings | 1 de octubre de 2016 A | 3 578 | 0 | 0 | $0 |
| Anne Motsenbocker | Consejero | 27 de agosto de 2026 A | 2 654 | 0 | 0 | $0 |
| Bobby Griffin | Consejero | 27 de agosto de 2026 A | 3 352 | 0 | 0 | $0 |
| Linda A. Livingstone | Consejero | 27 de agosto de 2026 A | 12 692 | 0 | 0 | $0 |
| Terry L Johnston | Consejero | 27 de agosto de 2026 A | 10 396 | 0 | 0 | $0 |
| Darron K Ash | Consejero | 27 de agosto de 2026 A | 903 | 1 | 0 | $76 986 |
| Michael R Gambrell | Consejero | 27 de agosto de 2026 A | 22 522 | 0 | 0 | $0 |
| Jay Kent Sweezey | Consejero | 4 de diciembre de 2025 G | 10 098 | 0 | 0 | $0 |
| Robert M Swartz | Consejero | 1 de agosto de 2025 S | 12 319 | 0 | 0 | $0 |
| Debra Von Storch | Consejero | 1 de octubre de 2021 A | 4 685 | 0 | 0 | $0 |
| William F Quinn | Consejero | 2 de octubre de 2020 A | 18 793 | 0 | 0 | $0 |
| CAPITAL SOUTHWEST CORP | Propietario del 10% | 18 de septiembre de 2015 J | 0 | 0 | 0 | $0 |
| James E Perry | · | 3 de agosto de 2026 G | 27 253 | 0 | 2 | $-202 062 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 53 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 |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 2,24% | 53 534 NS | 31 de julio de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1,55% | 14 237 SH | 2 de octubre de 2026 | Diario |
| SCOW · Pacer Funds Trust | 1,21% | 65 NS | 31 de julio de 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,11% | 3 028 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,36% | 6 596 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,32% | 2 593 SH | 2 de octubre de 2026 | Diario |
| IWO · iShares Trust | 0,31% | 152 560 SH | 11 de septiembre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,29% | 11 370 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,27% | 17 385 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 4 777 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,25% | 57 590 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,22% | 600 NS | 31 de julio de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,21% | 14 678 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 4 403 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,17% | 7 778 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 5 125 SH | 11 de septiembre de 2026 | Diario |
| IWM · iShares Trust | 0,15% | 414 142 SH | 11 de septiembre de 2026 | Diario |
| MADE · iShares Trust | 0,15% | 310 SH | 11 de septiembre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,14% | 93 492 SH | 19 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,13% | 48 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,12% | 216 351 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 10 191 SH | 2 de octubre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 1 979 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 51 572 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,09% | 3 702 NS | 31 de julio de 2026 | N-PORT |
| TEXN · iShares Trust | 0,08% | 50 SH | 11 de septiembre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 4 999 SH | 2 de octubre de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,07% | 5 152 NS | 31 de julio de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,06% | 19 019 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,06% | 5 475 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,05% | 888 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 188 952 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 374 391 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 969 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,02% | 1 387 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 26 118 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 1 179 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 517 891 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 356 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 3 513 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 4 687 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 486 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 21 942 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 4 527 SH | 10 de septiembre de 2026 | Diario |
| DGRO · iShares Trust | 0,01% | 7 452 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 789 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 12 722 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 005 103 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 90 373 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 61 656 SH | 8 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 2 277 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 726 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 6 102 SH | 11 de septiembre de 2026 | Diario |
CSW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$341.00
+12,7%
2 18,2%
Compra fuerte
4 36,4%
Compra
5 45,5%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-10-01Objetivo medio $351.86 +16,2%
← Por Debajo de Todos los Objetivos
Precio Actual $302.69
Mín$320.00
Media$351.86
Máx$400.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| AZZ | $4.06B | 13.0 | 4.6% | 19.2% | 24.0% | 23.9% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Jul 30, 2026