En esta página
01DNOW precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
DNOW DNOW Inc. Common Stock
NYSE · Trading Companies & Distributors · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$15,76
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$10,94mínimo 52 semanas
$17,26máximo 52 semanas
Capitalización Bursátil (MRQ)
$2.85B
P/E (TTM)
-10.2
BPA (TTM)
$-1.54
Ingresos (TTM)
$4.08B
tus insignias
Rango 52S
$11–$17
Calificación del Analista
BUY
Precio Objetivo
$19
P/E
-10.2
ROE
-12.4%
Margen de Beneficio Neto
-4.9%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
DNOW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$15.76
Capitalización Bursátil (MRQ)
$2.85B
P/E (TTM)
-10.2
BPA (TTM)
$-1.54
Ingresos (TTM)
$4.08B
ROE (TTM)
-12.4%
Rango 52S
$11–$17
DNOW 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$2.82B2016-12-31 → 2025-12-31
BPA$-0.762016-12-31 → 2025-12-31
Flujo de caja libre$134M2016-12-31 → 2025-12-31
Margen neto-4.9%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | DNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -10.2promedio 5A ≈37.6 | ≈37.6 | · | · | |
| P/S (TTM) | 0.7promedio 5A ≈0.7 | ≈0.7 | 1.3 | Infravalorado | |
| P/C (MRQ) | 1.4promedio 5A ≈1.3 | ≈1.3 | 2.7 | Infravalorado | |
| Precio / FCF (TTM) | 21.0promedio 5A ≈-23.1 | ≈-23.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 17.4promedio 5A ≈17.9 | ≈17.9 | 10.3 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.9promedio 5A ≈1.8 | ≈1.8 | · | · |
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 | DNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Gross Margin (Margen Bruto) | 17.0% | · | 31.8% | Débil | |
| Margen Operativo (TTM) | -5.0%promedio 5A ≈2.4% | ≈2.4% | 9.6% | Débil | |
| Margen EBITDA (TTM) | -3.1%promedio 5A ≈3.7% | ≈3.7% | 9.6% | Débil | |
| Margen antes de impuestos (TTM) | -5.7%promedio 5A ≈2.4% | ≈2.4% | 6.9% | Débil | |
| Margen de Beneficio Neto (TTM) | -4.9%promedio 5A ≈3.4% | ≈3.4% | 5.0% | Débil | |
| ROA (TTM) | -7.3%promedio 5A ≈6.3% | ≈6.3% | 4.0% | Débil | |
| ROE (TTM) | -12.4%promedio 5A ≈9.5% | ≈9.5% | 9.2% | Débil | |
| ROIC | -3.7%promedio 5A ≈8.8% | ≈8.8% | 9.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | DNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 2.1promedio 5A ≈2.4 | ≈2.4 | 2.3 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 1.1promedio 5A ≈1.4 | ≈1.4 | 0.9 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | DNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 18.8%promedio 5A ≈12.3% | ≈12.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 9.7%promedio 5A ≈11.9% | ≈11.9% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.7% | · | · | · | |
| EPS YoY (EPS interanual) | -68.7%promedio 5A ≈730.7% | ≈730.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -68.8%promedio 5A ≈828.8% | ≈828.8% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 142.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 149.9% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | DNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.0promedio 5A ≈1.5 | ≈1.5 | 0.8 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 3.0promedio 5A ≈4.5 | ≈4.5 | 10.8 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.5promedio 5A ≈5.7 | ≈5.7 | 6.7 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$552.9K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-1.7%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $0.12 | $0.10 | 21.6% |
| 31 de marzo de 2026 | $0.01 | $0.08 | -87.7% | |
| 31 de diciembre de 2025 | $0.15 | $0.15 | -2.0% | |
| 30 de septiembre de 2025 | $0.26 | $0.24 | 9.2% | |
| 30 de junio de 2025 | $0.27 | $0.22 | 24.1% | |
| 31 de marzo de 2025 | $0.22 | $0.18 | 24.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B | $1.62B | $2.95B | $3.13B | $2.65B | $2.11B | $3.01B | $4.11B | |
| Cost of Revenue | $2.34B | $1.84B | $1.78B | $1.63B | $1.27B | $1.33B | $2.37B | $2.50B | $2.15B | $1.76B | $2.51B | $3.29B | |
| Gross Profit | $478M | $531M | $539M | · | · | · | · | · | · | · | · | · | |
| SG&A Expense | $559M | $416M | $395M | · | · | · | · | · | · | · | · | $213M | |
| Operating Expenses | · | · | · | · | · | · | · | $557M | $542M | $567M | $619M | $638M | |
| Operating Income | $-93M | $109M | $144M | $131M | $9M | $-420M | $-83M | $73M | $-41M | $-222M | $-510M | $181M | |
| Other Non-op | $-7M | $1M | $-2M | $8M | $3M | $-10M | $-10M | · | · | · | · | · | |
| Pretax Income | $-100M | $110M | $142M | $139M | $12M | $-430M | $-93M | $58M | $-52M | $-230M | $-518M | $178M | |
| Income Tax | $-12M | $31M | $-109M | $10M | $7M | $-3M | $4M | $6M | · | $4M | $-16M | $62M | |
| Net Income | $-89M | $78M | $250M | $128M | $5M | $-427M | $-97M | $52M | $-52M | $-234M | $-502M | $116M | |
| EPS (Basic) | $-0.76 | $0.72 | $2.29 | $1.14 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.07 | |
| EPS (Diluted) | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.06 | |
| Shares (Basic) | 118,000,000 | 106,000,000 | 107,000,000 | 111,000,000 | 110,000,000 | 109,000,000 | 109,000,000 | 108,000,000 | 108,000,000 | 107,416,181 | 107,173,972 | 107,058,843 | |
| Shares (Diluted) | 118,000,000 | 107,000,000 | 108,000,000 | 111,000,000 | 110,000,000 | 109,000,000 | 109,000,000 | 109,000,000 | 108,000,000 | 107,416,181 | 107,173,972 | 107,556,144 | |
| EBITDA | $-41M | · | $166M | $150M | $32M | $-392M | $-42M | $114M | $9M | $-169M | · | $202M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $164M | $256M | $299M | $212M | $313M | $387M | $183M | $116M | $98M | $106M | $90M | $195M | |
| Receivables | $874M | $388M | $384M | $398M | $304M | $198M | $370M | $482M | $423M | $354M | $485M | $851M | |
| Inventory | $1.19B | $352M | $366M | $381M | $250M | $262M | $465M | $602M | $590M | $483M | $693M | $949M | |
| Prepaid Expense | $48M | $32M | $19M | $26M | $16M | $14M | $15M | $19M | $18M | $16M | $24M | $30M | |
| Current Assets | $2.28B | $1.03B | $1.07B | $1.02B | $883M | $861M | $1.07B | $1.22B | $1.13B | $959M | $1.29B | $2.05B | |
| PP&E (Net) | $264M | $157M | $131M | $119M | $111M | $98M | $120M | $106M | $119M | $143M | $165M | $124M | |
| PP&E (Gross) | $681M | $346M | $309M | $286M | $271M | $253M | $265M | $236M | $238M | $236M | $230M | $175M | |
| Accum. Depreciation | $417M | $189M | $178M | $167M | $160M | $155M | $145M | $130M | $119M | $93M | $65M | $51M | |
| Goodwill | $617M | $230M | $139M | $116M | $67M | $0 | $245M | $314M | $328M | $311M | $205M | $346M | |
| Intangibles | $565M | $65M | $28M | $25M | $9M | $0 | $90M | $144M | $166M | $184M | $161M | $73M | |
| Other Non-current Assets | $29M | $8M | $45M | $43M | $34M | $48M | $67M | $10M | $5M | $5M | $5M | $4M | |
| Total Assets | $3.92B | $1.62B | $1.53B | $1.32B | $1.10B | $1.01B | $1.59B | $1.79B | $1.75B | $1.60B | $1.83B | $2.60B | |
| Accounts Payable | $653M | $300M | $288M | $304M | $235M | $172M | $255M | $329M | $290M | $246M | $211M | $490M | |
| Accrued Liabilities | $300M | $130M | $120M | $126M | $112M | $95M | $127M | $110M | $103M | $100M | $94M | $125M | |
| Short-term Debt | · | · | · | · | · | · | · | · | $35M | $44M | $83M | · | |
| Current Liabilities | $974M | $442M | $418M | $439M | $369M | $272M | $396M | $441M | $394M | $347M | $307M | $620M | |
| Capital Leases | $129M | $29M | $30M | $25M | $17M | $25M | $34M | · | · | · | · | · | |
| Deferred Tax | $99M | $0 | $0 | $1M | $0 | · | $4M | $6M | $7M | $7M | $11M | $10M | |
| Other Non-current Liabilities | $73M | $22M | $18M | $11M | $6M | $12M | $13M | $2M | $1M | $1M | $3M | $0 | |
| Total Liabilities | $1.69B | $493M | $466M | $476M | $392M | $309M | $447M | $581M | $564M | $420M | $429M | $630M | |
| Long-term Debt | $411M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | $132M | $197M | $109M | · | · | |
| Common Stock | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $-836M | $-747M | $-828M | $-1.07B | $-1.20B | $-1.21B | $-775M | $-678M | $-730M | $-678M | $-444M | $58M | |
| Treasury Stock | · | · | · | $0 | · | · | · | · | · | · | · | · | |
| AOCI | $-126M | $-153M | $-145M | $-150M | $-147M | $-145M | $-128M | $-143M | $-105M | $-142M | $-134M | $-45M | |
| Stockholders' Equity | $2.23B | $1.12B | $1.06B | $842M | $711M | $699M | $1.14B | $1.21B | $1.19B | $1.18B | $1.40B | $1.97B | |
| Liabilities + Equity | $3.92B | $1.62B | $1.53B | $1.32B | $1.10B | $1.01B | $1.59B | $1.79B | $1.75B | $1.60B | $1.83B | $2.60B | |
| Shares Outstanding | 186,125,254 | 105,652,963 | 106,257,565 | 110,369,266 | 110,558,831 | 109,951,610 | 109,207,678 | 108,426,962 | 108,030,438 | 107,474,904 | 107,219,138 | 107,067,457 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $52M | $34M | $26M | $19M | $23M | $28M | $41M | $41M | $50M | $53M | $38M | $21M | |
| Stock-based Comp | $29M | $13M | $15M | $11M | $8M | · | $13M | $16M | $20M | $23M | $27M | $18M | |
| Deferred Tax | $-16M | $24M | $-118M | $1M | $0 | · | $-2M | $-1M | $-1M | $-2M | $-6M | $7M | |
| Amort. of Intangibles | $11M | $7M | $5M | $2M | $2M | $4M | $19M | $20M | $22M | $21M | $13M | $5M | |
| Other Non-cash | $179M | · | $19M | $-147M | $2M | $588M | $269M | $-35M | $-132M | $395M | · | $-54M | |
| Operating Cash Flow | $155M | $298M | $188M | $0 | $30M | $189M | $224M | $73M | $-115M | $235M | $324M | $108M | |
| CapEx | $21M | $9M | $17M | $9M | $5M | $8M | $12M | $11M | $4M | $4M | $11M | $39M | |
| Investing Cash Flow | $-590M | $-304M | $-48M | $-87M | $-96M | $22M | $-22M | $-9M | $8M | $-183M | · | · | |
| Stock Repurchased | $37M | $23M | $50M | $7M | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-37M | · | $-50M | $-7M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $339M | $-33M | $-55M | $-10M | $-6M | $-8M | $-138M | $-37M | $94M | $-47M | · | · | |
| Net Change in Cash | $-92M | $-43M | $87M | $-101M | $-74M | $204M | $67M | $18M | $-8M | $16M | $-105M | $94M | |
| Taxes Paid | $3M | $6M | $10M | $11M | $0 | $2M | $7M | $6M | $2M | $-23M | $10M | $65M | |
| Free Cash Flow | $134M | · | $171M | $-9M | $25M | $181M | $212M | $62M | $-119M | $231M | · | $69M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 17.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | -3.3% | · | 6.0% | 6.1% | 0.55% | -25.9% | -2.8% | 2.3% | -1.6% | -10.5% | · | 4.4% | |
| Net Margin | -3.2% | · | 10.6% | 6.0% | 0.31% | -26.4% | -3.3% | 1.7% | -2.0% | -11.1% | · | 2.8% | |
| Pretax Margin | -3.5% | · | 5.9% | 6.5% | 0.74% | -26.6% | -3.1% | 1.8% | -2.0% | -10.9% | · | 4.3% | |
| EBITDA Margin | -1.5% | · | 7.1% | 7.0% | 2.0% | -24.2% | -1.4% | 3.6% | 0.34% | -8.0% | · | 4.9% | |
| ROA | -3.2% | · | 17.3% | 10.6% | 0.47% | -32.9% | -5.7% | 2.9% | -3.1% | -13.6% | · | 4.9% | |
| ROE | -5.3% | · | 26.0% | 16.5% | 0.71% | -46.3% | -8.2% | 4.3% | -4.4% | -18.1% | · | 6.2% | |
| ROIC | -3.7% | · | 23.7% | 14.4% | 0.53% | -59.7% | -7.6% | 4.9% | · | -17.5% | · | 6.0% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | · | 2.6 | 2.3 | 2.4 | 3.2 | 2.7 | 2.8 | 2.9 | 2.8 | · | 3.3 | |
| Quick Ratio | 1.1 | · | 1.6 | 1.4 | 1.7 | 2.2 | 1.4 | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.2 | 0.1 | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | · | 1.6 | 1.8 | 1.5 | 1.2 | 1.7 | 1.8 | 1.6 | 1.2 | · | 1.7 | |
| Inventory Turnover | 3.0 | · | 4.8 | 5.2 | 5.0 | 3.7 | 4.4 | 4.2 | 4.0 | 3.0 | · | 3.7 | |
| Receivables Turnover | 4.5 | · | 5.9 | 6.1 | 6.5 | 5.7 | 6.9 | 6.9 | 6.8 | 5.0 | · | 5.4 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.00 | · | $9.98 | $7.63 | $6.44 | $6.36 | $10.48 | $11.20 | $10.97 | $11.01 | · | $18.36 | |
| Revenue / Share | $23.90 | · | $21.49 | $19.24 | $14.84 | $14.85 | $27.07 | $28.78 | $24.58 | $19.62 | · | $38.17 | |
| Cash Flow / Share | $1.31 | · | $1.74 | $0.00 | $0.27 | $1.73 | $2.06 | $0.67 | $-1.07 | $2.19 | · | $1.00 | |
| Cash / Share | $0.88 | · | $2.81 | $1.92 | $2.83 | $3.52 | $1.68 | $1.07 | $0.91 | $0.99 | · | $1.82 | |
| EPS (TTM) | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.06 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.8% | 2.2% | 8.7% | 30.9% | 0.80% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.7% | 13.3% | 12.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -68.7% | 100.9% | 2160.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 142.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -68.8% | 95.3% | 2460.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 149.9% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B | $1.62B | $2.95B | $3.13B | $2.65B | $2.11B | $3.01B | $4.11B | |
| Net Income TTM | $-89M | $78M | $250M | $128M | $5M | $-427M | $-97M | $52M | $-52M | $-234M | $-502M | $116M | |
| Market Cap | $2.47B | · | $1.20B | $1.40B | $944M | $789M | $1.23B | $1.26B | $1.19B | $2.20B | · | $2.75B | |
| Enterprise Value | · | · | · | · | · | · | · | $1.28B | $1.29B | $2.20B | · | · | |
| P/E | -17.4 | 18.3 | 5.0 | 11.2 | 170.8 | -1.8 | -12.6 | 24.8 | -23.0 | -9.4 | -3.4 | 24.3 | |
| P/S | 0.9 | · | 0.5 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.5 | 1.0 | · | 0.7 | |
| P/B | 1.1 | · | 1.1 | 1.7 | 1.3 | 1.1 | 1.1 | 1.0 | 1.0 | 1.9 | · | 1.4 | |
| P / Tangible Book | 2.3 | · | 1.3 | 2.0 | 1.5 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 15.9 | · | 6.4 | · | 31.5 | 4.2 | 5.5 | 17.3 | -10.4 | 9.4 | · | 25.5 | |
| P / FCF | 18.4 | · | 7.0 | -155.7 | 37.8 | 4.4 | 5.8 | 20.4 | -10.0 | 9.5 | · | 39.9 | |
| EV / EBITDA | · | · | · | · | · | · | · | 11.2 | 143.4 | -13.0 | · | · | |
| EV / FCF | · | · | · | · | · | · | · | 20.6 | -10.8 | 9.5 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 0.4 | 0.5 | 1.0 | · | · | |
| Earnings Yield | -5.7% | 5.5% | 20.1% | 8.9% | 0.59% | -54.5% | -7.9% | 4.0% | -4.3% | -10.7% | -29.6% | 4.1% |
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 | $1.31B | $1.18B | $959M | $634M | $628M | $599M | $571M | $606M | $633M | $563M | $555M | $588M | $594M | $584M | $547M | $577M | |
| Cost of Revenue | $1.06B | $990M | $909M | $489M | $499M | $461M | $442M | $471M | $495M | $434M | $421M | $454M | $460M | $447M | $415M | $438M | |
| Gross Profit | $243M | $193M | · | · | $129M | $138M | · | · | · | · | · | · | · | · | · | · | |
| SG&A Expense | $238M | $243M | · | · | $112M | $109M | · | · | · | · | · | · | · | · | · | · | |
| Operating Income | $1M | $-50M | $-188M | $33M | $17M | $29M | $25M | $23M | $33M | $28M | $36M | $37M | $36M | $35M | $35M | $44M | |
| Other Non-op | $-10M | $-10M | $-6M | $-1M | $0 | $0 | $1M | $-1M | $0 | $1M | $-1M | $0 | $-1M | $0 | $-1M | $0 | |
| Pretax Income | $-9M | $-60M | $-194M | $32M | $17M | $29M | $26M | $22M | $33M | $29M | $35M | $37M | $35M | $35M | $34M | $44M | |
| Income Tax | $12M | $-16M | $-33M | $7M | $3M | $7M | $6M | $9M | $8M | $8M | $-115M | $2M | $1M | $3M | $2M | $3M | |
| Net Income | $-21M | $-44M | $-161M | $25M | $14M | $21M | $20M | $13M | $24M | $21M | $150M | $35M | $34M | $31M | $32M | $40M | |
| EPS (Basic) | $-0.11 | $-0.24 | $-1.43 | $0.23 | $0.13 | $0.19 | $0.19 | $0.12 | $0.21 | $0.20 | $1.38 | $0.32 | $0.31 | $0.28 | $0.29 | $0.35 | |
| EPS (Diluted) | $-0.11 | $-0.24 | $-1.42 | $0.23 | $0.13 | $0.19 | $0.19 | $0.12 | $0.21 | $0.19 | $1.36 | $0.32 | $0.31 | $0.28 | $0.28 | $0.35 | |
| Shares (Basic) | 182,000,000 | 186,000,000 | · | 105,000,000 | 105,000,000 | 106,000,000 | · | 106,000,000 | 107,000,000 | 106,000,000 | · | 107,000,000 | 107,000,000 | 110,000,000 | · | 111,000,000 | |
| Shares (Diluted) | 182,000,000 | 186,000,000 | · | 106,000,000 | 106,000,000 | 107,000,000 | · | 107,000,000 | 108,000,000 | 107,000,000 | · | 108,000,000 | 108,000,000 | 111,000,000 | · | 111,000,000 | |
| EBITDA | $24M | $-27M | · | $44M | $42M | $41M | · | · | $33M | $35M | · | $37M | $36M | $41M | · | $44M |
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 | $114M | $116M | $164M | $266M | $232M | $219M | $256M | $261M | $197M | $188M | · | $194M | $203M | $168M | · | $267M | |
| Receivables | $889M | $889M | $874M | $429M | $440M | $439M | $388M | $405M | $403M | $410M | · | $396M | $417M | $422M | · | $406M | |
| Inventory | $1.06B | $1.19B | $1.19B | $377M | $383M | $385M | $352M | $364M | $399M | $428M | · | $415M | $424M | $406M | · | $361M | |
| Prepaid Expense | $52M | $52M | $48M | $24M | $25M | $24M | $32M | $28M | $24M | $19M | · | $28M | $31M | $29M | · | $20M | |
| Current Assets | $2.12B | $2.25B | $2.28B | $1.10B | $1.08B | $1.07B | $1.03B | $1.06B | $1.02B | $1.04B | · | $1.03B | $1.07B | $1.02B | · | $1.05B | |
| PP&E (Net) | $257M | $261M | $264M | $149M | $153M | $155M | $157M | $138M | $139M | $137M | $131M | $130M | $130M | $121M | $119M | $109M | |
| PP&E (Gross) | · | · | $681M | $355M | $351M | $350M | $346M | $328M | $325M | $319M | · | $304M | $301M | $291M | · | $273M | |
| Accum. Depreciation | · | · | $417M | $206M | $198M | $195M | $189M | $190M | $186M | $182M | · | $174M | $171M | $170M | · | $164M | |
| Goodwill | $700M | $652M | $617M | $235M | $235M | $230M | $230M | $192M | $192M | $192M | $139M | $140M | $141M | $119M | $116M | $79M | |
| Intangibles | $556M | $563M | $565M | $60M | $62M | $63M | $65M | $55M | $57M | $59M | · | $29M | $31M | $23M | · | $13M | |
| Other Non-current Assets | $28M | $28M | $29M | $44M | $48M | $48M | $8M | $46M | $47M | $49M | · | $44M | $43M | $41M | · | $27M | |
| Total Assets | $3.82B | $3.93B | $3.92B | $1.66B | $1.66B | $1.65B | $1.62B | $1.59B | $1.56B | $1.59B | $1.53B | $1.38B | $1.42B | $1.33B | $1.32B | $1.28B | |
| Accounts Payable | $711M | $662M | $653M | $305M | $318M | $329M | $300M | $278M | $278M | $339M | · | $301M | $364M | $323M | · | $339M | |
| Accrued Liabilities | $262M | $254M | $300M | $118M | $125M | $119M | $130M | $127M | $123M | $112M | · | $114M | $129M | $118M | · | $111M | |
| Current Liabilities | $991M | $929M | $974M | $435M | $455M | $460M | $442M | $417M | $412M | $462M | · | $423M | $501M | $447M | · | $458M | |
| Capital Leases | $109M | $118M | $129M | $25M | $28M | $28M | $29M | $31M | $32M | $33M | · | $28M | $26M | $25M | · | $11M | |
| Deferred Tax | $74M | $95M | $99M | · | · | · | $0 | · | · | · | · | $1M | $1M | $1M | · | · | |
| Other Non-current Liabilities | $70M | $71M | $73M | $15M | $17M | $19M | $22M | $21M | $20M | $20M | · | $17M | $15M | $12M | · | $7M | |
| Total Liabilities | $1.72B | $1.78B | $1.69B | $475M | $500M | $507M | $493M | $469M | $464M | $515M | · | $469M | $543M | $485M | · | $476M | |
| Long-term Debt | $474M | $571M | $411M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $-901M | $-880M | $-836M | $-675M | $-700M | $-725M | $-747M | $-770M | $-783M | $-807M | · | $-975M | $-1.01B | $-1.04B | · | $-1.11B | |
| Treasury Stock | · | · | · | · | · | $3M | · | · | · | · | · | · | · | $3M | · | · | |
| AOCI | $-131M | $-126M | $-126M | $-145M | $-142M | $-150M | $-153M | $-141M | $-151M | $-149M | · | $-150M | $-146M | $-149M | · | $-155M | |
| Stockholders' Equity | $2.09B | $2.14B | $2.23B | $1.18B | $1.16B | $1.14B | $1.12B | $1.11B | $1.09B | $1.08B | · | $904M | $874M | $841M | · | $804M | |
| Liabilities + Equity | $3.82B | $3.93B | $3.92B | $1.66B | $1.66B | $1.65B | $1.62B | $1.59B | $1.56B | $1.59B | · | $1.38B | $1.42B | $1.33B | · | $1.28B | |
| Shares Outstanding | 180,910,798 | 182,671,497 | 186,125,254 | 105,011,966 | 105,011,316 | 105,977,514 | 105,652,963 | 106,022,368 | 106,549,496 | 106,783,725 | · | 106,329,287 | 106,716,052 | 107,394,917 | · | · |
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 | $23M | $23M | $20M | $11M | $10M | $11M | $10M | $8M | $9M | $7M | $7M | $7M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $5M | $5M | $17M | $4M | $4M | $4M | $4M | $3M | $4M | $2M | $4M | $4M | $4M | $3M | $4M | $3M | |
| Deferred Tax | $-8M | $-8M | $-33M | $6M | $6M | $5M | $4M | $7M | $7M | $6M | $-118M | $0 | $0 | $0 | · | · | |
| Other Non-cash | · | $-71M | · | · | · | $-58M | · | · | · | $45M | · | · | · | $-46M | · | · | |
| Operating Cash Flow | $133M | $-95M | $83M | $43M | $45M | $-16M | $122M | $74M | $21M | $81M | $105M | $4M | $85M | $-6M | $6M | $45M | |
| CapEx | $9M | $8M | $7M | $4M | $4M | $6M | $3M | $2M | $3M | $1M | $2M | $4M | $6M | $5M | $2M | $1M | |
| Investing Cash Flow | $-8M | $-53M | $-571M | $-3M | $-11M | $-5M | $-114M | $-2M | $0 | $-188M | $-1M | $-4M | $-38M | $-5M | $-61M | $-1M | |
| Stock Repurchased | $25M | $50M | $10M | $0 | $19M | $8M | $5M | $7M | $10M | $1M | $1M | $5M | $11M | $33M | $3M | $4M | |
| Net Stock Activity | · | $-50M | · | · | · | $-8M | · | · | · | $-1M | · | · | · | $-33M | · | · | |
| Financing Cash Flow | $-125M | $101M | $384M | $-5M | $-23M | $-17M | $-8M | $-10M | $-11M | $-4M | $-1M | $-7M | $-13M | $-34M | $-5M | $-5M | |
| Net Change in Cash | $-2M | $-48M | $-102M | $34M | $13M | $-37M | $-5M | $64M | $9M | $-111M | $105M | $-9M | $35M | $-44M | $-55M | $35M | |
| Taxes Paid | $9M | $2M | · | · | $2M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-103M | · | · | · | $-22M | · | · | · | $80M | · | · | · | $-11M | · | · |
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 | 18.6% | 16.3% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 0.08% | -4.2% | · | 5.2% | 5.1% | 5.0% | · | · | 5.2% | 5.0% | · | 6.3% | 6.1% | 6.0% | · | 7.6% | |
| Net Margin | -1.6% | -3.7% | · | 3.9% | 4.0% | 3.7% | · | · | 3.8% | 3.7% | · | 5.9% | 5.7% | 5.3% | · | 6.9% | |
| Pretax Margin | -0.69% | -5.1% | · | 5.1% | 5.1% | 5.0% | · | · | 5.2% | 5.1% | · | 6.3% | 5.9% | 6.0% | · | 7.6% | |
| EBITDA Margin | 1.8% | -2.3% | · | 6.9% | 6.7% | 6.8% | · | · | 5.2% | 6.2% | · | 6.3% | 6.1% | 7.0% | · | 7.6% | |
| ROA | -0.77% | -1.6% | · | 1.5% | 1.6% | 1.4% | · | · | 1.6% | 1.4% | · | 2.6% | 2.6% | 2.5% | · | 3.4% | |
| ROE | -1.3% | -2.7% | · | 2.2% | 2.2% | 2.0% | · | · | 2.4% | 2.2% | · | 4.1% | 4.1% | 3.9% | · | 5.3% | |
| ROIC | 0.11% | -1.7% | · | 2.2% | 2.2% | 2.0% | · | · | 2.3% | 1.9% | · | 3.9% | 4.0% | 3.8% | · | 5.1% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.4 | · | 2.5 | 2.4 | 2.3 | · | · | 2.5 | 2.3 | · | 2.4 | 2.1 | 2.3 | · | 2.3 | |
| Quick Ratio | 1.0 | 1.1 | · | 1.6 | 1.5 | 1.4 | · | · | 1.5 | 1.3 | · | 1.4 | 1.2 | 1.3 | · | 1.5 |
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 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Inventory Turnover | 1.5 | 1.3 | · | 1.3 | 1.2 | 1.1 | · | · | 1.2 | 1.0 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | |
| Receivables Turnover | 2.0 | 1.8 | · | 1.5 | 1.5 | 1.4 | · | · | 1.5 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.6 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.57 | $11.70 | · | $11.26 | $11.01 | $10.75 | · | · | $10.28 | $10.08 | · | $8.50 | $8.19 | $7.83 | · | · | |
| Revenue / Share | $7.18 | $6.36 | · | $5.98 | $5.92 | $5.60 | · | · | $5.86 | $5.26 | · | $5.44 | $5.50 | $5.26 | · | $5.20 | |
| Cash Flow / Share | · | $-0.51 | · | · | · | $-0.15 | · | · | · | $0.76 | · | · | · | $-0.05 | · | · | |
| Cash / Share | $0.63 | $0.64 | · | $2.53 | $2.21 | $2.07 | · | · | $1.85 | $1.76 | · | $1.82 | $1.90 | $1.56 | · | · | |
| EPS (TTM) | $-1.54 | $-1.30 | · | $0.74 | $0.63 | $0.71 | · | $1.88 | $2.08 | $2.18 | · | $1.19 | $1.22 | $1.14 | · | $0.96 |
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 | $4.08B | $3.40B | · | $2.43B | $2.40B | $2.41B | · | $2.36B | $2.34B | $2.30B | · | $2.31B | $2.30B | $2.25B | · | $2.02B | |
| Net Income TTM | $-201M | $-166M | · | $80M | $68M | $78M | · | $208M | $230M | $240M | · | $132M | $137M | $129M | · | $108M | |
| Market Cap | $2.35B | $2.18B | · | $1.60B | $1.56B | $1.81B | · | · | $1.46B | $1.62B | · | $1.26B | $1.11B | $1.20B | · | · | |
| P/E | -8.4 | -9.2 | · | 20.6 | 23.5 | 24.1 | · | 6.9 | 6.6 | 7.0 | · | 10.0 | 8.5 | 9.8 | · | 10.5 | |
| P/S | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.8 | · | · | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | · | |
| P/B | 1.1 | 1.0 | · | 1.4 | 1.3 | 1.6 | · | · | 1.3 | 1.5 | · | 1.4 | 1.3 | 1.4 | · | · | |
| P / Tangible Book | 2.8 | 2.4 | · | 1.8 | 1.8 | 2.1 | · | 1.6 | 1.7 | 2.0 | · | 1.7 | 1.6 | 1.7 | · | · | |
| P / Cash Flow | · | -22.9 | · | · | · | -113.1 | · | · | · | 20.0 | · | · | · | -199.6 | · | · | |
| Earnings Yield | -11.9% | -10.9% | · | 4.9% | 4.2% | 4.2% | · | 14.5% | 15.2% | 14.3% | · | 10.0% | 11.8% | 10.2% | · | 9.6% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B |
| Margen Bruto % | 17.0% | · | · | · | · |
| Margen Operativo % | -3.3% | · | 6.0% | 6.1% | 0.55% |
| Beneficio neto | $-89M | $78M | $250M | $128M | $5M |
| EPS Diluido | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 2.3 | · | 2.6 | 2.3 | 2.4 |
| Ratio Rápido | 1.1 | · | 1.6 | 1.4 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $134M | · | $171M | $-9M | $25M |
Propietarios institucionales (13F) 330 declarantes · $2.7B 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
330
Valor en tenencia
$2.7B
Nuevas posiciones
49
Posiciones cerradas
54
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 49 (-36 vs trimestre anterior) | 54 (+1 vs trimestre anterior) | 103 (+26 vs trimestre anterior) | 104 (-14 vs trimestre anterior) | +7.4M |
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. | $374 941 754 | 28 908 385 | 13,66% | Acciones |
| VANGUARD GROUP INC | $258 351 204 | 19 498 204 | 9,42% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $253 084 492 | 19 513 068 | 9,22% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $134 851 139 | 10 397 158 | 4,91% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $106 385 893 | 8 202 459 | 3,88% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $103 203 947 | 7 956 916 | 3,76% | Acciones |
| STATE STREET CORP | $94 416 594 | 7 279 614 | 3,44% | Acciones |
| FIRST TRUST ADVISORS LP | $85 693 749 | 6 607 074 | 3,12% | Acciones |
| Engine Capital Management, LP | $67 047 922 | 5 169 462 | 2,44% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $61 876 576 | 4 769 830 | 2,26% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $60 930 790 | 4 697 825 | 2,22% | Acciones |
| GREENHAVEN ASSOCIATES INC | $56 336 712 | 4 343 617 | 2,05% | Acciones |
| River Road Asset Management, LLC | $51 051 230 | 3 936 101 | 1,86% | Acciones |
| Rubric Capital Management LP | $50 565 296 | 3 898 635 | 1,84% | Acciones |
| Verbena Value LP | $46 783 555 | 3 607 059 | 1,70% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $42 540 485 | 3 279 914 | 1,55% | Acciones |
| ACK Asset Management LLC | $38 910 000 | 3 000 000 | 1,42% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38 774 917 | 2 989 585 | 1,41% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $37 528 462 | 2 893 482 | 1,37% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36 908 997 | 2 845 675 | 1,35% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $36 559 138 | 2 818 746 | 1,33% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $34 175 950 | 2 635 000 | 1,25% | Acciones |
| BANK OF AMERICA CORP /DE/ | $25 358 180 | 1 955 141 | 0,92% | Acciones |
| NORTHERN TRUST CORP | $25 352 667 | 1 954 716 | 0,92% | Acciones |
| MORGAN STANLEY | $23 152 175 | 1 785 055 | 0,84% | Acciones |
| ROYCE & ASSOCIATES LP | $22 718 888 | 1 751 649 | 0,83% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 587 268 | 1 664 400 | 0,79% | Opción de compra |
| Global Alpha Capital Management Ltd. | $21 039 934 | 1 622 200 | 0,77% | Acciones |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $20 527 192 | 1 582 667 | 0,75% | Acciones |
| NOMURA HOLDINGS INC | $19 491 835 | 1 502 840 | 0,71% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $17 602 923 | 1 357 203 | 0,64% | Acciones |
| GOLDMAN SACHS GROUP INC | $16 297 320 | 1 256 540 | 0,59% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 733 687 | 1 213 083 | 0,57% | Acciones |
| Bank of New York Mellon Corp | $14 886 379 | 1 147 755 | 0,54% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14 194 018 | 1 094 373 | 0,52% | Acciones |
| UBS Group AG | $13 624 363 | 1 050 452 | 0,50% | Acciones |
| CITADEL ADVISORS LLC | $12 867 719 | 992 114 | 0,47% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $12 859 625 | 991 490 | 0,47% | Acciones |
| Invesco Ltd. | $12 749 925 | 983 032 | 0,46% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $12 121 684 | 934 594 | 0,44% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $11 444 210 | 882 360 | 0,42% | Acciones |
| Qube Research & Technologies Ltd | $9 814 568 | 756 713 | 0,36% | Acciones |
| Invenomic Capital Management LP | $9 812 869 | 756 582 | 0,36% | Acciones |
| Tejara Capital Ltd | $9 382 485 | 723 399 | 0,34% | Acciones |
| MARSHALL WACE, LLP | $9 041 879 | 697 138 | 0,33% | Acciones |
| Empowered Funds, LLC | $8 792 506 | 677 911 | 0,32% | Acciones |
| Penn Capital Management Company, LLC | $8 702 796 | 669 753 | 0,32% | Acciones |
| Nuveen, LLC | $8 164 784 | 629 513 | 0,30% | Acciones |
| Public Sector Pension Investment Board | $8 134 265 | 627 160 | 0,30% | Acciones |
| Russell Investments Group, Ltd. | $8 117 622 | 625 876 | 0,30% | 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 |
|---|---|---|---|---|---|
| Fairholme Capital Management, L.L.C., Bruce R. Berkowitz, Fairholme Funds, Inc. | 23 de febrero de 2016 | · | Presentación inicial | Inversión pasiva | 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 22 insiders · 6 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert R Workman | President and CEO | 19 de febrero de 2019 A | 621 953 | 0 | 0 | $0 |
| Gillian Anderson | VP and CAO | 12 de marzo de 2026 F | 69 597 | 0 | 0 | $0 |
| Kelly T. Munson | Chief Administrative & Information Officer | 23 de febrero de 2026 A | 172 085 | 0 | 0 | $0 |
| Fanny R. Surratt | Vice President - Finance; Corporate Controller | 25 de febrero de 2025 A | 59 572 | 0 | 0 | $0 |
| Daniel L Molinaro | Executive Vice President | 21 de febrero de 2020 F | 188 807 | 0 | 0 | $0 |
| Merrill A Miller JR | Executive Chairman | 25 de febrero de 2017 F | 743 749 | 0 | 0 | $0 |
| Karen David-Green | Consejero | 20 de mayo de 2026 A | 43 956 | 0 | 0 | $0 |
| Sonya Reed | Consejero | 20 de mayo de 2026 A | 70 360 | 0 | 0 | $0 |
| Terry Bonno | Consejero | 20 de mayo de 2026 A | 124 994 | 0 | 0 | $0 |
| Galen Cobb | Consejero | 20 de mayo de 2026 A | 122 594 | 0 | 0 | $0 |
| George John Damiris | Consejero | 20 de mayo de 2026 A | 66 341 | 0 | 0 | $0 |
| Ronald L Jadin | Consejero | 20 de mayo de 2026 A | 66 341 | 0 | 0 | $0 |
| Richard J Alario | Consejero | 20 de mayo de 2026 A | 294 169 | 0 | 0 | $0 |
| Paul M Coppinger | Consejero | 20 de mayo de 2026 A | 78 846 | 0 | 0 | $0 |
| Rodney W Eads | Consejero | 21 de mayo de 2025 A | 115 736 | 0 | 0 | $0 |
| James Crandell | Consejero | 25 de mayo de 2022 A | 83 638 | 0 | 0 | $0 |
| Wayne J. Richards | Consejero | 19 de mayo de 2021 A | 85 928 | 0 | 0 | $0 |
| Michael E Frazier | Consejero | 23 de mayo de 2018 A | 57 082 | 0 | 0 | $0 |
| NATIONAL OILWELL VARCO INC | Propietario del 10% | 30 de mayo de 2014 J | 0 | 0 | 0 | $0 |
| Mark B Johnson | · | 10 de agosto de 2026 M | 249 545 | 0 | 3 | $-1 894 600 |
| David A Cherechinsky | · | 10 de agosto de 2026 M | 1 163 864 | 0 | 2 | $-4 285 255 |
| Raymond W Chang | · | 10 de agosto de 2026 M | 360 388 | 0 | 2 | $-1 294 522 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 49 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 |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,90% | 157 978 SH | 2 de octubre de 2026 | Diario |
| RZV · Invesco Exchange-Traded Fund Trust | 0,44% | 79 598 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,36% | 15 518 NS | 31 de julio de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 107 113 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,26% | 6 517 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,25% | 321 273 SH | 2 de octubre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,25% | 387 350 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,20% | 344 180 SH | 2 de octubre de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,19% | 174,972,02 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,18% | 27 361 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 164 078 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,13% | 638 395 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,10% | 584 400 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 49 210 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 4 780 294 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,09% | 89 982 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 1 081 693 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,07% | 67 257 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,06% | 116 139 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,06% | 607 107 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 2 658 518 SH | 19 de agosto de 2026 | Diario |
| TEXN · iShares Trust | 0,05% | 570 SH | 11 de septiembre de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,04% | 59 085 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 328 200 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 2 096 521 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 4 169 586 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,03% | 220 439 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 10 946 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,02% | 26 419 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 6 343 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 439 202 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 134 389 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 14 252 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21 367 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 40 830 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 262 326 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 51 225 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 55 326 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 5 774 214 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 145 025 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 15 660 SH | 19 de agosto de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,04% | -70 877 NS | 31 de julio de 2026 | N-PORT |
| IJR · iShares Trust | · | 11 139 350 SH | 10 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 1 628 440 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 1 761 932 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 25 183 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 8 219 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 39 891 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 54 616 SH | 11 de septiembre de 2026 | Diario |
DNOW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$19.00
+20,6%
3 27,3%
Compra fuerte
7 63,6%
Compra
1 9,1%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
4 analistas · 2026-09-28Objetivo medio $18.75 +19,0%
← Por Debajo de Todos los Objetivos
Precio Actual $15.76
Mín$18.00
Media$18.75
Máx$19.00
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 |
|---|---|---|---|---|---|---|
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| DXPE | $1.70B | 20.4 | 11.9% | 4.4% | 18.4% | 31.5% |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | · |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| FTAI | · | · | · | · | · | · |
| WLFC | $1.03B | 8.8 | 28.3% | 15.6% | 17.8% | · |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 6, 2026