ENS EnerSys Common Stock
Acerca de EnerSys Common Stock Descripción general de la empresa de Wikipedia
EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
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EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
The president and CEO as of 2025 is Shawn O'Connell.
Products
EnerSys produces reserve-power batteries, marketed and sold principally under the Alpha, PowerSafe, DataSafe, Hawker, Genesis, ODYSSEY and CYCLON brands. Motive-power batteries are marketed and sold principally under the Hawker, NexSys, IRONCLAD, General Battery, Fiamm Motive Power, Oldham and Express brands. EnerSys also manufactures and sells related DC power products including chargers, electronic power equipment and a wide variety of battery accessories.
Motive power batteries and chargers are utilized in electric forklift trucks and other commercial and industrial electric powered vehicles. Reserve power batteries are used in the telecommunication and utility industries, uninterruptible power supplies, and other applications requiring stored energy systems. These industries include medical, aerospace and defense systems. With the Alpha acquisition, EnerSys expanded its portfolio to become a fully integrated DC power and energy storage system and technology provider for broadband, telecom and energy storage systems. Outdoor equipment enclosure products are utilized in the telecommunication, cable, utility, and transportation industries, as well as by government and defense customers.
Acquisitions and joint ventures
GS Yuasa
EnerSys, in 2000, acquired Yuasa's industrial division.
Hawker
The Hawker Group merged with EnerSys in 2002.
Invensys
In 2002 EnerSys acquired Energy Storage Products Group of Invensys for $505 million.
ABSL Power Solutions
Acquired in 2011 in the United Kingdom.
Ergon Batteries Ltd.
Acquired in March 2011 they made Lead and Nickel based batteries for motive and reserve power markets in Greece.
GAIA Akkumulatorenwerke GmbH
Based in Germany and acquired in September 2011 they produced lithium-ion battery systems for space, naval, marine, renewable energy, and specialty high power applications.
Powertech Batteries- Industrial Division
A South African company with lead based solutions for reserve and motive power customers that was acquired in October 2011.
Energy Leader Batteries Ltd.
Acquired in March 2012, this Indian based company was a producer of reserve and motive power batteries.
Purcell Systems
In October 2013, EnerSys acquired Purcell Systems a company based in Washington State. They are a leading designer, manufacturer, and marketer of thermally managed electronic equipment and battery cabinet enclosures for customers globally in telecommunication, broadband, utility, rail, and military applications.
UTS Holdings Sdn. Bhd
Based in Malaysia. Acquired in January 2014 with its subsidiaries Battery Power International Pte. Ltd. and IE Technologies Pte. Ltd. based in Singapore. Manufacturer of Motive and Reserve power batteries.
ICS Industries Pty. Ltd
Based in Australia. Acquired in July 2015. The company is a full line shelter designer, manufacturer with installation and maintenance services.
ENSER
Based in Tampa, Florida. Acquired in April 2016. A manufacturer of molten salt "thermal" batteries used in powering a multitude of electronics, guidance, and other electrical loads on many of today's advanced weapon systems.
Alpha Group
On December 10, 2018, EnerSys completed its acquisition of the Alpha Technologies Group of companies, Alpha Group.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
ENS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ENS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 18 de junio de 2026 | $0,2630 |
| 13 de marzo de 2026 | $0,2630 |
| 12 de diciembre de 2025 | $0,2630 |
| 12 de septiembre de 2025 | $0,2630 |
| 13 de junio de 2025 | $0,2400 |
| 14 de marzo de 2025 | $0,2400 |
| 13 de diciembre de 2024 | $0,2400 |
| 16 de septiembre de 2024 | $0,2400 |
| 14 de junio de 2024 | $0,2250 |
| 14 de marzo de 2024 | $0,2250 |
| 14 de diciembre de 2023 | $0,2250 |
| 14 de septiembre de 2023 | $0,2250 |
| 15 de junio de 2023 | $0,1750 |
| 16 de marzo de 2023 | $0,1750 |
| 15 de diciembre de 2022 | $0,1750 |
| 15 de septiembre de 2022 | $0,1750 |
| 15 de junio de 2022 | $0,1750 |
| 10 de marzo de 2022 | $0,1750 |
| 16 de diciembre de 2021 | $0,1750 |
| 9 de septiembre de 2021 | $0,1750 |
ENS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 27,3%
- Compra 5 45,5%
- Mantener 3 27,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-19Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $3.66 | $2.85 | — |
| 31 de diciembre de 2026 | $3.19 | $3.02 | — |
| 30 de junio de 2026 | $3.66 | $2.85 | 0.81% |
| 31 de marzo de 2026 | $3.19 | $3.02 | 0.17% |
| 31 de diciembre de 2025 | $2.77 | $2.75 | 0.02% |
| 30 de septiembre de 2025 | $2.56 | $2.38 | 0.18% |
| 30 de junio de 2025 | $2.08 | $2.07 | 0.01% |
| 31 de marzo de 2025 | $2.97 | $2.81 | 0.16% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
| FLNC | — | -29.2 | -16.2% | -2.1% | -10.7% | 13.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B | $2.98B | $3.09B | $2.81B | $186M | $142M | $135M | $133M | |
| Cost of Revenue | · | · | · | · | $2.60B | $2.24B | $2.30B | $2.10B | $1.92B | $1.71B | $1.70B | $1.86B | |
| Gross Profit | $1.10B | $1.09B | $983M | $840M | $750M | $739M | $785M | $693M | $658M | $652M | $612M | $641M | |
| Operating Expenses | · | · | · | · | · | · | $530M | $441M | $382M | $370M | $353M | $358M | |
| Operating Income | $426M | $465M | $352M | $278M | $206M | $216M | $190M | $212M | $271M | $237M | $210M | $263M | |
| Interest Expense | · | · | $50M | $60M | $38M | $38M | $44M | $31M | $25M | $22M | $22M | $20M | |
| Other Non-op | $-29M | $-7M | $-9M | $-8M | $5M | $-8M | $415.0K | $614.0K | $-8M | $-2M | $-6M | $6M | |
| Pretax Income | $347M | $407M | $292M | $211M | $174M | $170M | $147M | $182M | $238M | $213M | $182M | $249M | |
| Income Tax | $54M | $43M | $23M | $35M | $30M | $27M | $10M | $22M | $118M | $54M | $50M | $68M | |
| Net Income | $294M | $364M | $269M | $176M | $144M | $143M | $137M | $160M | $120M | $160M | $136M | $181M | |
| EPS (Basic) | $7.84 | $9.15 | $6.62 | $4.31 | $3.42 | $3.37 | $3.23 | $3.79 | $2.81 | $3.69 | $3.08 | $3.97 | |
| EPS (Diluted) | $7.70 | $8.99 | $6.50 | $4.25 | $3.36 | $3.32 | $3.20 | $3.73 | $2.77 | $3.64 | $2.99 | $3.77 | |
| Shares (Basic) | 37,439,727 | 39,760,829 | 40,669,392 | 40,809,235 | 42,106,337 | 42,548,449 | 42,411,834 | 42,335,023 | 42,612,036 | 43,389,333 | 44,276,713 | 45,606,317 | |
| Shares (Diluted) | 38,144,210 | 40,438,579 | 41,371,439 | 41,326,755 | 42,783,373 | 43,224,403 | 42,896,775 | 43,008,952 | 43,119,856 | 44,012,543 | 45,474,130 | 48,052,729 | |
| EBITDA | $426M | $465M | $352M | $278M | $206M | $216M | $190M | $212M | $269M | $236M | $210M | $263M |
Balance general 30
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $439M | $343M | $333M | $347M | $402M | $452M | $327M | $299M | $522M | $500M | $397M | $269M | |
| Receivables | $506M | $598M | $525M | $638M | $719M | $604M | $596M | $624M | $546M | $487M | $491M | $518M | |
| Inventory | $725M | $740M | $698M | $798M | $716M | $518M | $519M | $504M | $414M | $361M | $331M | $337M | |
| Prepaid Expense | $472M | $409M | $227M | $114M | $156M | $118M | $121M | $109M | $57M | $71M | $77M | $78M | |
| Other Current Assets | $63M | $62M | $53M | $35M | $46M | $28M | $26M | $28M | $21M | $22M | $20M | $24M | |
| Current Assets | $2.14B | $2.09B | $1.78B | $1.90B | $1.99B | $1.69B | $1.56B | $1.54B | $1.54B | $1.42B | $1.30B | $1.20B | |
| PP&E (Net) | $593M | $592M | $532M | $513M | $503M | $497M | $480M | $409M | $390M | $349M | $357M | $357M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.01B | $981M | $867M | $855M | $820M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $597M | $590M | $518M | $498M | $463M | |
| Goodwill | $752M | $721M | $683M | $677M | $701M | $706M | $664M | $656M | $353M | $329M | $354M | $370M | |
| Intangibles | $343M | $375M | $319M | $360M | $396M | $431M | $456M | $462M | $147M | $154M | $160M | $158M | |
| Other Non-current Assets | $104M | $118M | $99M | $121M | $83M | $73M | $83M | $13M | $13M | $11M | $14M | $14M | |
| Total Assets | $4.00B | $3.97B | $3.47B | $3.62B | $3.74B | $3.46B | $3.30B | $3.12B | $2.49B | $2.29B | $2.21B | $2.14B | |
| Accounts Payable | $354M | $406M | $369M | $379M | $393M | $324M | $282M | $292M | $259M | $222M | $228M | $219M | |
| Accrued Liabilities | $421M | $341M | $324M | $309M | $290M | $319M | $272M | $256M | $214M | $227M | $200M | $193M | |
| Short-term Debt | $29M | $29M | $30M | $31M | $55M | $34M | $47M | $54M | $18M | $18M | $22M | $20M | |
| Current Liabilities | $804M | $775M | $724M | $718M | $738M | $677M | $600M | $613M | $492M | $467M | $451M | $432M | |
| Capital Leases | $52M | $67M | $62M | $67M | $53M | $43M | $51M | $175.0K | $55.0K | $96.0K | $177.0K | $37.0K | |
| Deferred Tax | $14M | $18M | $31M | $61M | $78M | $76M | $78M | $82M | $34M | $46M | $46M | $77M | |
| Other Non-current Liabilities | $197M | $175M | $152M | $191M | $184M | $196M | $214M | $165M | $181M | $84M | $86M | $82M | |
| Total Liabilities | $2.09B | $2.05B | $1.71B | $2.01B | $2.24B | $1.92B | $2.00B | $1.83B | $1.29B | $1.18B | $1.19B | $1.08B | |
| Total Debt | $1.11B | $1.11B | $832M | $1.07B | $1.30B | $1.00B | $1.15B | $1.03B | $598M | $606M | $628M | $516M | |
| Common Stock | $576.0K | $568.0K | $564.0K | $560.0K | $557.0K | $555.0K | $551.0K | $548.0K | $546.0K | $544.0K | $541.0K | $537.0K | |
| Paid-in Capital | $735M | $663M | $630M | $596M | $571M | $554M | $529M | $513M | $477M | $464M | $452M | $526M | |
| Retained Earnings | $2.74B | $2.49B | $2.16B | $1.93B | $1.78B | $1.67B | $1.56B | $1.45B | $1.32B | $1.23B | $1.10B | $997M | |
| Treasury Stock | $1.36B | $989M | $836M | $741M | $719M | $563M | $564M | $531M | $561M | $440M | $440M | $376M | |
| AOCI | $-212M | $-247M | $-205M | $-183M | $-143M | $-116M | $-215M | $-143M | $-42M | $-153M | $-97M | $-109M | |
| Stockholders' Equity | $1.91B | $1.92B | $1.75B | $1.60B | $1.49B | $1.54B | $1.30B | $1.28B | $1.20B | $1.10B | $1.01B | $1.04B | |
| Liabilities + Equity | $4.00B | $3.97B | $3.47B | $3.62B | $3.74B | $3.46B | $3.30B | $3.12B | $2.49B | $2.29B | $2.21B | $2.14B | |
| Shares Outstanding | 36,462,211 | 39,192,061 | 40,271,936 | 40,901,059 | 40,986,658 | 42,753,020 | 42,323,305 | 42,620,750 | 41,915,000 | 43,447,536 | 43,189,502 | 44,068,588 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $114M | $101M | $92M | $91M | $96M | $94M | $87M | $63M | $54M | $54M | $56M | $57M | |
| Stock-based Comp | $38M | $28M | $31M | $26M | $24M | $20M | $21M | $23M | $19M | $19M | $20M | $25M | |
| Deferred Tax | $14M | $-32M | $-29M | $-15M | $1M | $-9M | $-16M | $-6M | $-20M | $1M | $-753.0K | $32M | |
| Amort. of Intangibles | $33M | $32M | $28M | $31M | $33M | $33M | $31M | $15M | $8M | $9M | $8M | $8M | |
| Restructuring | $51M | $14M | $28M | $16M | $19M | $40M | $21M | $35M | $5M | $7M | $13M | $11M | |
| Operating Cash Flow | $548M | $260M | $457M | $280M | $-66M | $358M | $253M | $198M | $211M | $246M | $308M | $194M | |
| CapEx | $80M | $121M | $86M | $89M | $74M | $70M | $101M | $70M | $70M | $50M | $56M | $64M | |
| Investing Cash Flow | $-88M | $-336M | $-92M | $-45M | $-69M | $-65M | $-275M | $-724M | $-72M | $-62M | $-81M | $-60M | |
| Debt Issued | · | $0 | $0 | $300M | $0 | $0 | · | · | $0 | $0 | $300M | $150M | |
| Net Debt Issued | · | $0 | $0 | $300M | · | · | · | · | $-128M | $-15M | $292M | $150M | |
| Stock Repurchased | $371M | $154M | $96M | $23M | $156M | $0 | $35M | $56M | $121M | $0 | $178M | $205M | |
| Net Stock Activity | $-371M | $-154M | $-96M | $-23M | $-156M | $0 | $-35M | $-56M | $-121M | $0 | $-178M | $-205M | |
| Dividends Paid | $38M | $37M | $34M | $29M | $29M | $30M | $30M | $30M | $30M | $30M | $31M | $32M | |
| Financing Cash Flow | $-381M | $90M | $-371M | $-270M | $98M | $-189M | $63M | $347M | $-167M | $-63M | $-106M | $-59M | |
| Net Change in Cash | $96M | $10M | $-13M | $-56M | $-49M | $125M | $28M | $-223M | $22M | $103M | $128M | $29M | |
| Free Cash Flow | $468M | $139M | $371M | $191M | $-140M | $288M | $152M | $127M | $141M | $196M | $252M | $131M | |
| Levered FCF | · | · | $325M | $141M | $-171M | $256M | $111M | $100M | $129M | $179M | $236M | $117M |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.3% | 30.2% | 27.4% | 22.7% | 22.3% | 24.8% | 363.1% | 371.5% | 353.1% | 458.9% | 451.9% | 481.3% | |
| Operating Margin | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% | 7.3% | 88.0% | 113.9% | 144.8% | 166.4% | 155.1% | 197.8% | |
| Net Margin | 7.8% | 10.1% | 7.5% | 4.7% | 4.3% | 4.8% | 63.4% | 85.9% | 64.3% | 113.0% | 100.6% | 136.1% | |
| Pretax Margin | 9.3% | 11.2% | 8.2% | 5.7% | 5.2% | 5.7% | 68.0% | 97.7% | 128.1% | 150.0% | 134.4% | 187.2% | |
| EBITDA Margin | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% | 7.3% | 88.0% | 113.9% | 144.8% | 166.4% | 155.1% | 197.8% | |
| ROA | 7.4% | 9.8% | 7.6% | 4.8% | 4.0% | 4.2% | 4.1% | 5.7% | 5.0% | 7.1% | 6.3% | 8.1% | |
| ROE | 15.4% | 19.8% | 16.1% | 11.4% | 9.5% | 10.1% | 10.3% | 12.9% | 10.4% | 15.1% | 13.3% | 16.4% | |
| ROIC | 12.0% | 13.7% | 12.5% | 8.7% | 6.1% | 7.2% | 7.2% | 8.1% | 7.5% | 10.3% | 9.3% | 12.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.6 | 2.7 | 2.5 | 2.6 | 2.5 | 3.1 | 3.0 | 2.9 | 2.8 | |
| Quick Ratio | 1.2 | 1.2 | 1.2 | 1.4 | 1.5 | 1.6 | 1.5 | 1.5 | 2.2 | 2.1 | 2.0 | 1.8 | |
| Debt / Equity | 0.6 | 0.6 | 0.5 | 0.7 | 0.9 | 0.7 | 0.9 | 0.8 | 0.5 | 0.5 | 0.6 | 0.5 | |
| LT Debt / Equity | 0.6 | 0.6 | 0.5 | 0.7 | 0.8 | 0.6 | 0.8 | 0.8 | 0.5 | 0.5 | 0.6 | 0.5 | |
| Interest Coverage | · | · | 7.0 | 4.7 | 5.5 | 5.6 | 4.4 | 6.9 | 10.8 | 10.6 | 9.4 | 13.4 |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Inventory Turnover | · | · | · | · | 4.2 | 4.3 | 4.3 | 4.6 | 5.0 | 5.0 | 5.1 | 5.1 | |
| Receivables Turnover | 6.8 | 6.4 | 6.2 | 5.5 | 5.1 | 5.0 | 0.4 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 1.0% | -3.4% | 10.5% | 12.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.38% | 2.5% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.3% | 38.3% | 52.9% | 26.5% | 1.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 21.9% | 38.8% | 25.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -19.3% | 35.2% | 53.1% | 22.2% | 0.37% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.6% | 36.2% | 23.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B | $2.98B | $3.09B | $2.81B | $186M | $142M | $135M | $133M | |
| Net Income TTM | $294M | $364M | $269M | $176M | $144M | $143M | $137M | $160M | $120M | $160M | $136M | $181M | |
| Market Cap | $6.33B | $3.59B | $3.80B | $3.55B | $3.06B | $3.88B | $2.10B | $2.78B | $2.91B | $3.43B | $2.41B | $2.83B | |
| Enterprise Value | $7.00B | $4.36B | $4.30B | $4.28B | $3.95B | $4.43B | $2.92B | $3.50B | $2.98B | $3.54B | $2.64B | $3.08B | |
| P/E | 22.6 | 10.2 | 14.5 | 20.4 | 22.2 | 27.3 | 15.5 | 17.5 | 25.0 | 21.7 | 18.6 | 17.0 | |
| P/S | 1.7 | 1.0 | 1.1 | 1.0 | 0.9 | 1.3 | 0.7 | 1.0 | 15.6 | 24.2 | 17.8 | 21.3 | |
| P/B | 3.3 | 1.9 | 2.2 | 2.2 | 2.1 | 2.5 | 1.6 | 2.2 | 2.4 | 3.1 | 2.4 | 2.7 | |
| P / Tangible Book | 7.8 | 4.4 | 5.1 | 6.3 | 7.8 | 9.6 | · | · | · | · | · | · | |
| P / Cash Flow | 11.6 | 13.8 | 8.3 | 12.7 | -46.6 | 10.8 | 8.3 | 14.0 | 13.8 | 13.9 | 7.8 | 14.6 | |
| P / FCF | 13.5 | 25.8 | 10.3 | 18.6 | -21.9 | 13.5 | 13.8 | 21.8 | 20.6 | 17.5 | 9.6 | 21.6 | |
| EV / EBITDA | 16.4 | 9.4 | 12.2 | 15.4 | 19.2 | 20.5 | 15.4 | 16.5 | 11.1 | 15.0 | 12.6 | 11.7 | |
| EV / FCF | 15.0 | 31.3 | 11.6 | 22.4 | -28.3 | 15.4 | 19.2 | 27.5 | 21.1 | 18.0 | 10.5 | 23.5 | |
| EV / Revenue | 1.9 | 1.2 | 1.2 | 1.2 | 1.2 | 1.5 | 0.9 | 1.2 | 16.0 | 24.9 | 19.5 | 23.1 | |
| Dividend Yield | 0.60% | 1.0% | 0.91% | 0.80% | 0.96% | 0.77% | 1.4% | 1.1% | 1.0% | 0.89% | 1.3% | 1.1% | |
| Earnings Yield | 4.4% | 9.8% | 6.9% | 4.9% | 4.5% | 3.7% | 6.5% | 5.7% | 4.0% | 4.6% | 5.4% | 5.9% | |
| Payout Ratio | 13.0% | 10.3% | 12.8% | 16.2% | 20.4% | 20.8% | 21.7% | 18.6% | 24.8% | 19.0% | 22.7% | 17.5% | |
| Annual Payout | $38M | $37M | $34M | $29M | $29M | $30M | $30M | $30M | $30M | $30M | $31M | $32M |
Estado de resultados 14
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $936M | $988M | $919M | $951M | $893M | $975M | $906M | $884M | $853M | $911M | $862M | $909M | $990M | $899M | |
| Gross Profit | $313M | $291M | $276M | $277M | $253M | $304M | $298M | $252M | $238M | $254M | $249M | $240M | $246M | $195M | |
| Operating Expenses | $151M | · | $148M | $164M | $161M | · | $154M | $151M | $141M | · | $144M | $145M | · | $137M | |
| Operating Income | $151M | $124M | $124M | $92M | $86M | $131M | $143M | $99M | $91M | $81M | $93M | $89M | $95M | $54M | |
| Interest Expense | · | · | $14M | $12M | $11M | · | $15M | $12M | $11M | · | $12M | $15M | · | $15M | |
| Other Non-op | $-6M | $-12M | $-4M | $-3M | $-10M | $-2M | $-1M | $-3M | $-1M | $-4M | $-2M | $-668.0K | $-5M | $1M | |
| Pretax Income | $135M | $99M | $106M | $76M | $66M | $116M | $127M | $84M | $79M | $67M | $79M | $74M | $76M | $40M | |
| Income Tax | $19M | $22M | $16M | $8M | $8M | $20M | $12M | $2M | $9M | $6M | $2M | $7M | $10M | $6M | |
| Net Income | $116M | $77M | $90M | $68M | $57M | $97M | $115M | $82M | $70M | $61M | $76M | $67M | $66M | $34M | |
| EPS (Basic) | $3.19 | $2.08 | $2.45 | $1.83 | $1.48 | $2.44 | $2.92 | $2.05 | $1.74 | $1.51 | $1.88 | $1.63 | $1.62 | $0.85 | |
| EPS (Diluted) | $3.09 | $2.04 | $2.40 | $1.80 | $1.46 | $2.39 | $2.88 | $2.01 | $1.71 | $1.48 | $1.86 | $1.60 | $1.59 | $0.84 | |
| Shares (Basic) | 36,467,526 | -75,659,070 | 36,864,078 | 37,436,456 | 38,798,263 | -79,913,299 | 39,305,035 | 40,165,080 | 40,204,013 | -101,132 | 40,451,279 | 40,937,334 | 21,581 | 40,740,989 | |
| Shares (Diluted) | 37,626,671 | -76,790,114 | 37,660,696 | 37,977,855 | 39,295,773 | -81,333,655 | 39,922,913 | 40,863,205 | 40,986,116 | -105,511 | 41,047,893 | 41,698,324 | 59,435 | 41,167,622 | |
| EBITDA | $151M | · | $124M | $92M | $86M | · | $143M | $99M | $91M | · | $93M | $89M | · | $54M |
Balance general 28
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $531M | $439M | $450M | $389M | $347M | $343M | $463M | $408M | $344M | $333M | $333M | $258M | · | $294M | |
| Receivables | $455M | $506M | $475M | $571M | $567M | $598M | $545M | $549M | $508M | $525M | $498M | $566M | · | $705M | |
| Inventory | $739M | $725M | $795M | $805M | $789M | $740M | $753M | $764M | $714M | $698M | $755M | $809M | · | $812M | |
| Prepaid Expense | $406M | $472M | $411M | $380M | $464M | $409M | $411M | $336M | $283M | $227M | $186M | $119M | · | $149M | |
| Other Current Assets | · | $63M | · | · | · | $62M | · | · | · | $53M | · | · | · | · | |
| Current Assets | $2.13B | $2.14B | $2.13B | $2.14B | $2.17B | $2.09B | $2.17B | $2.06B | $1.85B | $1.78B | $1.77B | $1.75B | · | $1.96B | |
| PP&E (Net) | $572M | · | $599M | $608M | $607M | · | $583M | $582M | $547M | · | $524M | $513M | · | $482M | |
| Goodwill | $748M | $752M | $760M | $754M | $758M | $721M | $716M | $739M | $679M | $683M | $691M | $688M | $677M | $658M | |
| Intangibles | $334M | $343M | $352M | $360M | $369M | $375M | $384M | $395M | $312M | $319M | $335M | $355M | · | $374M | |
| Other Non-current Assets | $104M | $104M | $115M | $117M | $121M | $118M | $119M | $123M | $121M | $99M | $127M | $123M | · | $93M | |
| Total Assets | $3.96B | $4.00B | $4.05B | $4.07B | $4.11B | $3.97B | $4.03B | $3.95B | $3.56B | $3.47B | $3.50B | $3.48B | · | $3.62B | |
| Accounts Payable | $335M | $354M | $337M | $368M | $363M | $406M | $351M | $334M | $355M | $369M | $342M | $343M | · | $345M | |
| Accrued Liabilities | $398M | $420M | $410M | $377M | $329M | $341M | $330M | $329M | $301M | $324M | $290M | $261M | · | $293M | |
| Short-term Debt | $29M | $29M | $30M | $29M | $30M | $29M | $30M | $30M | $30M | $30M | $31M | $31M | · | $35M | |
| Current Liabilities | $762M | $804M | $776M | $775M | $721M | $775M | $710M | $692M | $686M | $724M | $663M | $636M | · | $672M | |
| Capital Leases | · | $52M | · | · | · | $67M | · | · | · | $62M | · | · | · | $53M | |
| Deferred Tax | $14M | $14M | $16M | $16M | $17M | $18M | $37M | $35M | $34M | $31M | $60M | $61M | · | $77M | |
| Other Non-current Liabilities | $197M | $194M | $211M | $230M | $238M | $175M | $159M | $180M | $160M | $152M | $169M | $194M | · | $165M | |
| Total Liabilities | $1.98B | $2.09B | $2.15B | $2.21B | $2.24B | $2.05B | $2.18B | $2.11B | $1.75B | $1.71B | $1.77B | $1.80B | · | $2.21B | |
| Total Debt | · | · | $1.18B | $1.21B | $1.30B | · | $1.30B | $1.23B | $897M | · | $912M | · | · | · | |
| Common Stock | $576.0K | $576.0K | $574.0K | $572.0K | $568.0K | $568.0K | $567.0K | $567.0K | $565.0K | $564.0K | $563.0K | $565.0K | · | $559.0K | |
| Paid-in Capital | $749M | $735M | $717M | $694M | $681M | $663M | $653M | $644M | $644M | $630M | $620M | $612M | · | $578M | |
| Retained Earnings | $2.85B | $2.74B | $2.68B | $2.60B | $2.54B | $2.49B | $2.40B | $2.30B | $2.22B | $2.16B | $2.11B | $1.99B | · | $1.83B | |
| Treasury Stock | $1.41B | $1.36B | $1.29B | $1.21B | $1.14B | $989M | $949M | $911M | $847M | $836M | $823M | $741M | · | $742M | |
| AOCI | $-218M | $-212M | $-210M | $-221M | $-217M | $-247M | $-262M | $-193M | $-214M | $-205M | $-182M | $-179M | · | $-257M | |
| Stockholders' Equity | $1.97B | $1.91B | $1.89B | $1.86B | $1.86B | $1.92B | $1.84B | $1.84B | $1.81B | $1.75B | $1.73B | $1.68B | · | $1.41B | |
| Liabilities + Equity | $3.96B | $4.00B | $4.05B | $4.07B | $4.11B | $3.97B | $4.03B | $3.95B | $3.56B | $3.47B | $3.50B | $3.48B | · | $3.62B | |
| Shares Outstanding | 36,310,450 | 36,462,211 | 36,731,551 | 37,200,154 | 37,456,608 | 39,192,061 | 39,424,672 | 39,813,904 | 40,237,053 | 40,271,936 | 40,399,131 | 41,030,034 | 40,901,059 | 40,821,711 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $29M | $30M | $28M | $27M | $26M | $26M | $25M | $24M | $24M | $23M | $23M | $22M | · | |
| Stock-based Comp | $8M | $8M | $7M | $4M | $18M | $8M | $8M | $5M | $7M | $8M | $10M | $8M | $8M | · | |
| Deferred Tax | $-431.0K | $15M | $-47.0K | $-26.0K | $-42.0K | $-32M | $-46.0K | $83.0K | $31.0K | $-29M | $-304.0K | $42.0K | $-15M | · | |
| Amort. of Intangibles | $8M | $8M | $8M | · | $8M | $8M | $8M | $8M | · | $7M | $7M | · | $7M | $8M | |
| Restructuring | $11M | $20M | $4M | $21M | $6M | $5M | $1M | $2M | $6M | $8M | $6M | $6M | $4M | $3M | |
| Operating Cash Flow | $230M | $144M | $185M | $218M | $968.0K | $135M | $81M | $34M | $10M | $137M | $135M | $75M | $144M | · | |
| CapEx | $12M | $13M | $13M | $21M | $33M | $30M | $24M | $30M | $36M | $27M | $23M | $16M | $31M | · | |
| Investing Cash Flow | $-12M | $-12M | $-13M | $-21M | $-41M | $-29M | $-25M | $-236M | $-47M | $-27M | $-23M | $-24M | $-31M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $7M | · | · | $8M | · | · | |
| Stock Repurchased | $50M | $69M | $84M | $68M | $150M | $40M | $39M | $64M | $12M | $13M | $35M | $0 | $0 | · | |
| Net Stock Activity | $-50M | · | · | · | $-150M | · | · | · | $-5M | · | · | $0 | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $10M | $9M | $9M | $9M | $7M | $7M | · | |
| Financing Cash Flow | $-124M | $-139M | $-113M | $-154M | $26M | $-239M | $24M | $254M | $51M | $-99M | $-118M | $-136M | $-68M | · | |
| Net Change in Cash | $92M | $-11M | $61M | $42M | $4M | $-120M | $55M | $64M | $11M | $610.0K | $5M | $-88M | $49M | · | |
| Free Cash Flow | $218M | · | · | · | $-32M | · | · | · | $-26M | · | · | $59M | · | · | |
| Levered FCF | · | · | · | · | $-42M | · | · | · | $-35M | · | · | $45M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | · | 30.1% | 29.1% | 28.4% | · | 32.9% | 28.5% | 28.0% | · | 28.9% | 26.5% | · | 21.7% | |
| Operating Margin | 16.2% | · | 13.5% | 9.7% | 9.7% | · | 15.7% | 11.2% | 10.7% | · | 10.8% | 9.8% | · | 6.0% | |
| Net Margin | 12.4% | · | 9.8% | 7.2% | 6.4% | · | 12.7% | 9.3% | 8.2% | · | 8.8% | 7.3% | · | 3.8% | |
| Pretax Margin | 14.4% | · | 11.6% | 8.0% | 7.3% | · | 14.0% | 9.5% | 9.3% | · | 9.1% | 8.1% | · | 4.5% | |
| EBITDA Margin | 16.2% | · | 13.5% | 9.7% | 9.7% | · | 15.7% | 11.2% | 10.7% | · | 10.8% | 9.8% | · | 6.0% | |
| ROA | · | · | 2.2% | 1.7% | 1.5% | · | 3.0% | 2.2% | 2.0% | · | 2.1% | · | · | · | |
| ROE | · | · | 4.8% | 3.7% | 3.1% | · | 6.4% | 4.7% | 4.0% | · | 4.7% | · | · | · | |
| ROIC | · | · | 3.4% | 2.7% | 2.4% | · | 4.1% | 3.2% | 3.0% | · | 3.4% | · | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 2.7 | 2.8 | 3.0 | · | 3.1 | 3.0 | 2.7 | · | 2.7 | · | · | · | |
| Quick Ratio | · | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.4 | 1.2 | · | 1.3 | · | · | · | |
| Debt / Equity | · | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.5 | · | 0.5 | · | · | · | |
| LT Debt / Equity | · | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.5 | · | 0.5 | · | · | · | |
| Interest Coverage | · | · | 8.8 | 7.6 | 7.6 | · | 9.6 | 8.0 | 8.3 | · | 7.9 | 5.9 | · | 3.5 |
Eficiencia 2
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | · | · | |
| Receivables Turnover | · | · | 1.8 | 1.7 | 1.7 | · | 1.7 | 1.6 | 1.6 | · | 1.5 | · | · | · |
Valoración (TTM) 15
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | · | $3.67B | $3.63B | $3.54B | · | $3.50B | $3.50B | $3.52B | · | $3.59B | $3.63B | · | $3.43B | |
| Net Income TTM | $333M | · | $331M | $323M | $325M | · | $343M | $294M | $278M | · | $253M | $177M | · | $137M | |
| Market Cap | · | · | $5.55B | $4.15B | $3.25B | · | $3.65B | $4.04B | $4.17B | · | $4.08B | · | · | · | |
| Enterprise Value | · | · | $6.28B | $4.98B | $4.20B | · | $4.49B | $4.87B | $4.72B | · | $4.66B | · | · | · | |
| P/E | 23.6 | · | 17.7 | 13.7 | 10.8 | · | 11.0 | 14.2 | 15.4 | · | 16.6 | 25.4 | · | 17.8 | |
| P/S | · | · | 1.5 | 1.1 | 0.9 | · | 1.0 | 1.2 | 1.2 | · | 1.1 | · | · | · | |
| P/B | · | · | 2.9 | 2.2 | 1.7 | · | 2.0 | 2.2 | 2.3 | · | 2.4 | · | · | · | |
| P / Tangible Book | · | · | 7.1 | 5.5 | 4.4 | · | 4.9 | 5.7 | 5.1 | · | 5.8 | · | · | · | |
| P / Cash Flow | · | · | · | · | 3357.2 | · | · | · | 400.6 | · | · | · | · | · | |
| P / FCF | · | · | · | · | -101.4 | · | · | · | -161.8 | · | · | · | · | · | |
| EV / EBITDA | · | · | 50.5 | 54.1 | 48.6 | · | 31.5 | 49.0 | 51.7 | · | 50.3 | · | · | · | |
| EV / FCF | · | · | · | · | -131.1 | · | · | · | -183.3 | · | · | · | · | · | |
| EV / Revenue | · | · | 1.7 | 1.4 | 1.2 | · | 1.3 | 1.4 | 1.3 | · | 1.3 | · | · | · | |
| Earnings Yield | 4.2% | · | 5.7% | 7.3% | 9.3% | · | 9.1% | 7.0% | 6.5% | · | 6.0% | 3.9% | · | 5.6% | |
| Payout Ratio | 8.2% | · | · | · | 15.8% | · | · | · | 12.9% | · | · | 10.7% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B |
| Margen Bruto % | 29.3% | 30.2% | 27.4% | 22.7% | 22.3% |
| Margen Operativo % | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% |
| Beneficio neto | $294M | $364M | $269M | $176M | $144M |
| EPS Diluido | $7.70 | $8.99 | $6.50 | $4.25 | $3.36 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.6 | 0.6 | 0.5 | 0.7 | 0.9 |
| Ratio corriente | 2.7 | 2.7 | 2.5 | 2.6 | 2.7 |
| Ratio Rápido | 1.2 | 1.2 | 1.2 | 1.4 | 1.5 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $468M | $139M | $371M | $191M | $-140M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 590 declarantes · $4.8B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 109 (-6 vs trimestre anterior) | 43 (+5 vs trimestre anterior) | 189 (+1 vs trimestre anterior) | 183 (+45 vs trimestre anterior) | +4.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $548 573 987 | 2 346 138 | 11,39% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $385 424 913 | 1 648 383 | 8,00% | Acciones |
| STATE STREET CORP | $354 520 501 | 1 514 758 | 7,36% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $266 186 824 | 1 138 426 | 5,53% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $218 691 927 | 935 124 | 4,54% | Acciones |
| EARNEST PARTNERS LLC | $209 732 097 | 896 981 | 4,35% | Acciones |
| FIRST TRUST ADVISORS LP | $193 404 213 | 827 150 | 4,02% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119 204 242 | 509 812 | 2,47% | Acciones |
| NORGES BANK | $114 151 158 | 488 201 | 2,37% | Acciones |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $102 249 486 | 437 300 | 2,12% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $101 727 161 | 435 066 | 2,11% | Acciones |
| FMR LLC | $80 260 062 | 343 256 | 1,67% | Acciones |
| Fisher Asset Management, LLC | $70 813 555 | 302 855 | 1,47% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67 216 235 | 287 470 | 1,40% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $61 906 183 | 264 760 | 1,29% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $61 381 725 | 262 517 | 1,27% | Acciones |
| GOLDMAN SACHS GROUP INC | $60 253 076 | 257 690 | 1,25% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $50 424 920 | 215 657 | 1,05% | Acciones |
| Capital Research Global Investors | $48 057 258 | 205 531 | 1,00% | Acciones |
| Hill City Capital, LP | $44 425 800 | 190 000 | 0,92% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $40 115 562 | 171 566 | 0,83% | Acciones |
| ALGERT GLOBAL LLC | $40 013 383 | 171 129 | 0,83% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $37 524 135 | 160 483 | 0,78% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $34 490 568 | 147 514 | 0,72% | Acciones |
| BlackRock, Inc. | $28 429 940 | 121 589 | 0,59% | Acciones |
| RHUMBLINE ADVISERS | $27 827 591 | 119 013 | 0,58% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $27 782 726 | 118 821 | 0,58% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $24 819 484 | 110 737 | 0,52% | Acciones |
| Qube Research & Technologies Ltd | $24 305 823 | 103 951 | 0,50% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 270 516 | 103 800 | 0,50% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $23 450 977 | 100 295 | 0,49% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $22 892 849 | 97 908 | 0,48% | Acciones |
| Tributary Capital Management, LLC | $22 738 072 | 97 246 | 0,47% | Acciones |
| Trexquant Investment LP | $22 546 327 | 96 426 | 0,47% | Acciones |
| GLENMEDE TRUST CO NA | $21 622 738 | 92 476 | 0,45% | Acciones |
| California Public Employees Retirement System | $21 597 720 | 92 369 | 0,45% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $19 693 256 | 84 224 | 0,41% | Acciones |
| BANK OF AMERICA CORP /DE/ | $19 161 549 | 81 950 | 0,40% | Acciones |
| RIPOSTE CAPITAL LLC | $18 705 600 | 80 000 | 0,39% | Acciones |
| MIROVA | $17 599 164 | 75 268 | 0,37% | Acciones |
| Corient Private Wealth LP | $17 470 101 | 74 716 | 0,36% | Acciones |
| Swiss National Bank | $17 302 680 | 74 000 | 0,36% | Acciones |
| Carmel Capital Management L.L.C. | $17 246 563 | 73 760 | 0,36% | Acciones |
| Lightrock Netherlands B.V. | $16 820 318 | 166 406 | 0,35% | Acciones |
| UniSuper Management Pty Ltd | $16 118 382 | 68 935 | 0,33% | Acciones |
| Glenmede Investment Management, LP | $15 903 412 | 140 788 | 0,33% | Acciones |
| Hillsdale Investment Management Inc. | $15 483 794 | 66 221 | 0,32% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $15 401 256 | 65 868 | 0,32% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14 493 800 | 61 987 | 0,30% | Acciones |
| BARCLAYS PLC | $14 414 770 | 61 649 | 0,30% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $14 299 964 | 61 158 | 0,30% | Acciones |
| Squarepoint Ops LLC | $13 668 650 | 58 458 | 0,28% | Acciones |
| Brandywine Global Investment Management, LLC | $13 455 067 | 91 687 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $13 443 159 | 57 490 | 0,28% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $13 113 602 | 75 487 | 0,27% | Acciones |
| Amundi | $13 034 764 | 55 747 | 0,27% | Acciones |
| Bridgewater Associates, LP | $12 999 691 | 55 597 | 0,27% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $12 942 638 | 55 353 | 0,27% | Acciones |
| JANE STREET GROUP, LLC | $12 805 620 | 54 767 | 0,27% | Acciones |
| GLOBEFLEX CAPITAL L P | $12 664 159 | 54 162 | 0,26% | Acciones |
| Dana Investment Advisors, Inc. | $12 381 470 | 52 953 | 0,26% | Acciones |
| SEIZERT CAPITAL PARTNERS, LLC | $12 012 035 | 51 373 | 0,25% | Acciones |
| Nuveen Asset Management, LLC | $11 637 029 | 125 901 | 0,24% | Acciones |
| Nuveen, LLC | $11 467 234 | 49 043 | 0,24% | Acciones |
| Vest Financial, LLC | $11 451 101 | 48 974 | 0,24% | Acciones |
| JANUS HENDERSON GROUP PLC | $11 179 403 | 64 353 | 0,23% | Acciones |
| DANSKE BANK A/S | $11 142 692 | 47 655 | 0,23% | Acciones |
| Allianz Asset Management GmbH | $10 905 365 | 46 640 | 0,23% | Acciones |
| Skylands Capital, LLC | $10 373 424 | 44 365 | 0,22% | Acciones |
| Lumbard & Kellner, LLC | $10 293 692 | 44 024 | 0,21% | Acciones |
| UBS Group AG | $10 290 886 | 44 012 | 0,21% | Acciones |
| Sterling Capital Management LLC | $10 263 061 | 43 893 | 0,21% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $9 758 244 | 41 734 | 0,20% | Acciones |
| CREDIT AGRICOLE S A | $9 187 723 | 39 294 | 0,19% | Acciones |
| MetLife Investment Management, LLC | $9 072 450 | 38 801 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $8 931 924 | 38 200 | 0,19% | Opción de compra |
| Retirement Systems of Alabama | $8 911 815 | 38 114 | 0,19% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $8 884 692 | 37 998 | 0,18% | Acciones |
| XTX Topco Ltd | $8 851 256 | 37 855 | 0,18% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $8 658 355 | 37 030 | 0,18% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $8 638 714 | 36 946 | 0,18% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $8 474 104 | 36 242 | 0,18% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8 134 364 | 34 789 | 0,17% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 118 464 | 34 721 | 0,17% | Acciones |
| JANE STREET GROUP, LLC | $8 090 172 | 34 600 | 0,17% | Opción de venta |
| MARTINGALE ASSET MANAGEMENT L P | $8 000 853 | 34 218 | 0,17% | Acciones |
| GENDELL JEFFREY L | $7 617 856 | 32 580 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 597 992 | 43 737 | 0,16% | Acciones |
| Caisse de depot et placement du Quebec | $7 305 238 | 31 243 | 0,15% | Acciones |
| PEAK6 LLC | $7 014 600 | 30 000 | 0,15% | Opción de compra |
| IEQ CAPITAL, LLC | $6 964 943 | 29 788 | 0,14% | Acciones |
| Cannell & Spears LLC | $6 954 041 | 29 741 | 0,14% | Acciones |
| SEI INVESTMENTS CO | $6 906 810 | 29 539 | 0,14% | Acciones |
| Defiance ETFs, LLC | $6 870 195 | 31 163 | 0,14% | Acciones |
| SCOPIA CAPITAL MANAGEMENT LP | $6 779 143 | 28 993 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 734 016 | 28 800 | 0,14% | Opción de compra |
| LPL Financial LLC | $6 594 317 | 28 202 | 0,14% | Acciones |
| Focus Partners Wealth | $6 553 790 | 28 504 | 0,14% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $6 452 029 | 27 594 | 0,13% | Acciones |
| Orion Porfolio Solutions, LLC | $6 194 131 | 26 491 | 0,13% | Acciones |
Informantes de la empresa 49 insiders · 22 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Shawn M. O'Connell | President and CEO | 14 de agosto de 2026 A | 101 212 | 0 | 0 | $0 |
| David M Shaffer | President & CEO | 29 de diciembre de 2023 A | 228 242 | 0 | 0 | $0 |
| Andrea J. Funk | EVP and CFO | 14 de agosto de 2026 A | 65 471 | 1 | 0 | $24 675 |
| Michael J Schmidtlein | Executive Vice President & CFO | 25 de marzo de 2022 A | 105 626 | 0 | 0 | $0 |
| Michael T Philion | EVP Finance & CFO | 16 de septiembre de 2009 M | 57 462 | 0 | 0 | $0 |
| Chad C Uplinger | President Industrial Mobility | 14 de agosto de 2026 A | 28 274 | 0 | 0 | $0 |
| Holger P Aschke | President - EMEA & APAC | 26 de junio de 2020 A | 28 256 | 0 | 0 | $0 |
| Myles Jones | President - Asia | 29 de marzo de 2019 A | 35 814 | 0 | 0 | $0 |
| Todd M. Sechrist | President, Americas | 29 de marzo de 2019 A | 41 351 | 0 | 0 | $0 |
| Jeffrey W. Long | President, Americas | 28 de septiembre de 2018 A | 58 974 | 0 | 0 | $0 |
| Raymond R Kubis | President, EnerSys Europe | 22 de agosto de 2012 S | 109 501 | 0 | 0 | $0 |
| Keith D. Fisher | Pres. Network & Infrastructure | 14 de agosto de 2026 A | 28 514 | 0 | 0 | $0 |
| Mark E. Matthews | CTO and Pres. Precision Power | 14 de agosto de 2026 A | 25 411 | 0 | 0 | $0 |
| Joern Tinnemeyer | Sr. VP & CTO | 29 de diciembre de 2023 A | 24 352 | 0 | 0 | $0 |
| Andrew M. Zogby | Pres. Energy Systems Global | 29 de septiembre de 2023 A | 21 841 | 0 | 0 | $0 |
| Kerry M Kane | SVP, Corp Controller & PAO | 30 de diciembre de 2022 A | 28 738 | 0 | 0 | $0 |
| Richard W Zuidema | EVP & Secretary | 24 de diciembre de 2015 A | 109 366 | 0 | 0 | $0 |
| John A Shea | Executive VP, Americas | 11 de junio de 2010 M | 68 687 | 0 | 0 | $0 |
| Sanjay Deshpande | VP, Aerospace & Defense | 29 de mayo de 2008 F | 5 147 | 0 | 0 | $0 |
| Patrick M Steffen | Senior Vice President, Asia | 29 de mayo de 2007 A | 3 156 | 0 | 0 | $0 |
| Cheryl A Diuguid | Sr. Vice President Asia | 31 de agosto de 2005 M | — | 0 | 0 | $0 |
| Jeffrey J Petrick | Vice President & Controller | 22 de agosto de 2005 S | — | 0 | 0 | $0 |
| Lauren Knausenberger | Consejero | 14 de agosto de 2026 A | 6 614 | 0 | 0 | $0 |
| Rudolph W. Wynter | Consejero | 14 de agosto de 2026 A | 16 017 | 0 | 0 | $0 |
| Caroline Chan | Consejero | 14 de agosto de 2026 A | 16 694 | 0 | 0 | $0 |
| Tamara Morytko | Consejero | 14 de agosto de 2026 A | 11 315 | 0 | 0 | $0 |
| Steven M Fludder | Consejero | 14 de agosto de 2026 A | 21 562 | 0 | 0 | $0 |
| Ronald P Vargo | Consejero | 14 de agosto de 2026 A | 36 511 | 0 | 0 | $0 |
| David C Habiger | Consejero | 14 de agosto de 2026 A | 7 251 | 0 | 0 | $0 |
| Howard I Hoffen | Consejero | 14 de agosto de 2026 A | 48 706 | 0 | 0 | $0 |
| Paul J Tufano | Consejero | 14 de agosto de 2026 A | 52 216 | 0 | 0 | $0 |
| Arthur T Katsaros | Consejero | 16 de enero de 2024 A | 98 142 | 0 | 0 | $0 |
| Robert Magnus | Consejero | 29 de diciembre de 2023 A | 45 337 | 0 | 0 | $0 |
| Hwan-Yoon Chung | Consejero | 29 de diciembre de 2023 A | 39 745 | 0 | 0 | $0 |
| Nelda J Connors | Consejero | 25 de junio de 2021 A | 13 325 | 0 | 0 | $0 |
| Dennis S Marlo | Consejero | 15 de julio de 2020 A | 64 839 | 0 | 0 | $0 |
| John F Lehman | Consejero | 15 de julio de 2020 A | 73 367 | 0 | 0 | $0 |
| Joseph C Muscari | Consejero | 15 de agosto de 2016 A | 26 819 | 0 | 0 | $0 |
| John D Craig | Consejero | 24 de junio de 2016 A | 136 895 | 0 | 0 | $0 |
| Seifi Ghasemi | Consejero | 8 de julio de 2014 A | 29 247 | 0 | 0 | $0 |
| Raymond Mabus | Consejero | 8 de agosto de 2008 A | 4 480 | 0 | 0 | $0 |
| Kenneth F Clifford | Consejero | 28 de mayo de 2008 S | 5 661 534 | 0 | 0 | $0 |
| Michael C Hoffman | Consejero | 28 de mayo de 2008 S | 5 661 534 | 0 | 0 | $0 |
| Chad L Elliott | Consejero | 21 de julio de 2005 A | — | 0 | 0 | $0 |
| Eric T Fry | Consejero | 21 de julio de 2005 A | 15 968 154 | 0 | 0 | $0 |
| Metalmark Capital LLC | — | 13 de agosto de 2012 A | 48 576 | 0 | 0 | $0 |
| Jeffrey L Gendell ET AL | — | 21 de octubre de 2008 S | 4 734 207 | 0 | 0 | $0 |
| J.P. Morgan Direct Corporate Finance Private Investors LLC | — | 28 de mayo de 2008 S | 124 262 | 0 | 0 | $0 |
| J.P. Morgan Direct Corporate Finance Institutional Investors LLC | — | 28 de mayo de 2008 S | 475 717 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 116 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 |
|---|---|---|---|---|
| LIT · Global X Funds | 2,47% | 247 527 NS | 30 de abril de 2026 | N-PORT |
| UPGR · DBX ETF Trust | 2,27% | 651 NS | 29 de mayo de 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 1,68% | 6 727 NS | 30 de abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 1,55% | 23 004 NS | 30 de abril de 2026 | N-PORT |
| IBAT · iShares Trust | 1,47% | 5 668 SH | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 1,45% | 56 929 NS | 30 de abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,20% | 4 425 NS | 31 de mayo de 2026 | N-PORT |
| DRIV · Global X Funds | 1,19% | 24 839 NS | 31 de mayo de 2026 | N-PORT |
| TAX · EA Series Trust | 1,17% | 1 305 NS | 29 de mayo de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 1,06% | 352 NS | 30 de abril de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 1,00% | 3 909 NS | 30 de abril de 2026 | N-PORT |
| BUL · Pacer Funds Trust | 0,99% | 5 905 NS | 30 de abril de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 0,96% | 378 806 SH | 8 de agosto de 2026 | Diario |
| JSMD · Janus Detroit Street Trust | 0,93% | 42 631 NS | 30 de abril de 2026 | N-PORT |
| POW · Tidal Trust III | 0,91% | 2 705 NS | 31 de mayo de 2026 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 0,91% | 1 139 NS | 30 de abril de 2026 | N-PORT |
| POWR · iShares, Inc. | 0,89% | 21 680 SH | 8 de agosto de 2026 | Diario |
| RFG · Invesco Exchange-Traded Fund Trust | 0,88% | 16 551 SH | 8 de agosto de 2026 | Diario |
| AIPO · Tidal Trust II | 0,87% | 28 628 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,87% | 6 155 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,81% | 19 735 NS | 30 de abril de 2026 | N-PORT |
| ZAP · Global X Funds | 0,75% | 16 026 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,69% | 2 978 NS | 31 de mayo de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,61% | 755 000 | 8 de agosto de 2026 | Diario |
| PAMC · Pacer Funds Trust | 0,55% | 1 639 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,52% | 3 075 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,48% | 37 228 SH | 8 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,45% | 36 362 SH | 8 de agosto de 2026 | Diario |
| BSJR · Invesco Exchange-Traded Self-Indexe… | 0,43% | 3 822 000 | 8 de agosto de 2026 | Diario |
| CLSE · Trust for Professional Managers | 0,43% | 11 572 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,43% | 6 408 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,42% | 26 186 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,40% | 315 419 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,38% | 147 177 NS | 31 de mayo de 2026 | N-PORT |
| IJK · iShares Trust | 0,37% | 215 374 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,35% | 226 420 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,35% | 1 327 NS | 30 de abril de 2026 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,34% | 15 480 NS | 31 de mayo de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,33% | 49 NS | 29 de mayo de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,32% | 7 452 SH | 8 de agosto de 2026 | Diario |
| EMLP · First Trust Exchange-Traded Fund IV | 0,32% | 60 367 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,28% | 12 292 NS | 31 de mayo de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,28% | 7 712 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,26% | 140 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,26% | 214 447 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 7 003 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,24% | 5 424 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 59 454 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,24% | 15 954 NS | 30 de abril de 2026 | N-PORT |
| VMAX · Lattice Strategies Trust | 0,24% | 517 NS | 30 de abril de 2026 | N-PORT |