EPAC Enerpac Tool Group Corp. Common Stock
EPAC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
EPAC 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 |
|---|---|
| 7 de octubre de 2025 | $0,0400 |
| 7 de octubre de 2024 | $0,0400 |
| 5 de octubre de 2023 | $0,0400 |
| 6 de octubre de 2022 | $0,0400 |
| 30 de septiembre de 2021 | $0,0400 |
| 1 de octubre de 2020 | $0,0400 |
| 26 de septiembre de 2019 | $0,0400 |
| 27 de septiembre de 2018 | $0,0400 |
| 28 de septiembre de 2017 | $0,0400 |
| 28 de septiembre de 2016 | $0,0400 |
| 28 de septiembre de 2015 | $0,0400 |
| 26 de septiembre de 2014 | $0,0400 |
| 26 de septiembre de 2013 | $0,0400 |
| 26 de septiembre de 2012 | $0,0400 |
| 28 de septiembre de 2011 | $0,0400 |
| 28 de septiembre de 2010 | $0,0400 |
| 28 de septiembre de 2009 | $0,0400 |
| 26 de septiembre de 2008 | $0,0400 |
| 26 de septiembre de 2007 | $0,0400 |
| 27 de septiembre de 2006 | $0,0400 |
EPAC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 22,2%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.60 | $0.50 | 0.10% |
| 31 de marzo de 2026 | $0.39 | $0.40 | -0.01% |
| 31 de diciembre de 2025 | $0.36 | $0.38 | -0.02% |
| 30 de septiembre de 2025 | $0.52 | $0.52 | -0.00% |
| 30 de junio de 2025 | $0.51 | $0.48 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EPAC | — | 24.9 | 4.7% | 15.0% | 22.1% | 50.5% |
| KMT | — | 7.9 | 19.8% | 14.5% | 24.0% | 41.2% |
| PRLB | $1.20B | 57.5 | 6.4% | 4.0% | 3.2% | 44.5% |
| GRC | $1.26B | 23.6 | 3.4% | 7.8% | 13.1% | 30.6% |
| MFP | — | — | — | — | — | — |
| AIN | — | -26.1 | -3.9% | -4.9% | -6.9% | 20.6% |
| HLMN | $1.79B | 45.5 | 5.4% | 2.6% | 3.3% | — |
| GHM | $874M | 70.5 | 16.9% | 5.1% | 9.3% | 23.5% |
| TNC | $1.32B | 31.2 | -6.5% | 3.6% | 7.2% | 40.2% |
| SSYS | — | — | — | — | — | — |
| PKOH | $389M | 12.3 | -3.5% | 1.5% | 6.7% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $617M | $590M | $598M | $571M | $529M | $493M | $655M | $1.18B | $1.10B | $1.15B | $1.25B | $1.40B | |
| Cost of Revenue | $305M | $288M | $303M | $306M | $286M | $276M | $362M | $358M | $356M | $746M | $787M | $853M | |
| Gross Profit | $312M | $301M | $295M | $265M | $243M | $217M | $293M | $283M | $260M | $403M | $462M | $547M | |
| R&D Expense | $14M | $12M | $9M | $7M | $7M | $7M | $9M | $9M | $9M | $18M | $18M | $20M | |
| SG&A Expense | $167M | $169M | $205M | $217M | $175M | $181M | $209M | · | · | · | · | · | |
| Operating Income | $133M | $122M | $84M | $31M | $51M | $24M | $48M | $50M | $-85M | $-100M | $54M | $203M | |
| Other Non-op | $-3M | $-3M | $-3M | $-2M | $-2M | $-3M | $629.0K | $138.0K | $-4M | $-1M | $-106.0K | $-4M | |
| Pretax Income | $121M | $106M | $69M | $24M | $44M | $8M | $19M | $19M | $-118M | $-130M | $25M | $174M | |
| Income Tax | $28M | $23M | $15M | $4M | $4M | $2M | $11M | $14M | $-23M | $-25M | $6M | $33M | |
| Net Income | $93M | $86M | $47M | $16M | $38M | $723.0K | $-249M | $-22M | $-66M | $-105M | $20M | $164M | |
| EPS (Basic) | $1.72 | $1.58 | $0.82 | $0.26 | $0.63 | $0.01 | $-4.07 | $-0.36 | $-1.11 | $-1.78 | $0.32 | $2.31 | |
| EPS (Diluted) | $1.70 | $1.56 | $0.82 | $0.26 | $0.63 | $0.01 | $-4.04 | $-0.35 | $-1.11 | $-1.78 | $0.32 | $2.26 | |
| Shares (Basic) | 54,049,000 | 54,336,000 | 56,680,000 | 59,538,000 | 60,024,000 | 59,952,000 | 61,151,000 | 60,441,000 | 59,436,000 | 59,010,000 | 61,262,000 | 70,942,000 | |
| Shares (Diluted) | 54,485,000 | 54,862,000 | 57,117,000 | 59,909,000 | 60,403,000 | 60,269,000 | 61,607,000 | 61,028,000 | 59,436,000 | 59,010,000 | 62,055,000 | 72,486,000 | |
| EBITDA | $149M | $135M | $100M | $50M | $73M | $45M | $68M | $59M | $-7M | $-52M | $107M | $264M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $152M | $167M | $154M | $121M | $140M | $152M | $211M | $250M | $230M | $180M | $169M | $109M | |
| Receivables | $106M | $104M | $98M | $107M | $103M | $84M | $126M | $123M | $190M | $187M | $193M | $227M | |
| Inventory | $79M | $73M | $75M | $84M | $75M | $69M | $77M | $72M | $144M | $131M | $143M | $163M | |
| Prepaid Expense | $40M | $28M | $29M | $31M | $39M | $36M | $31M | $33M | $62M | $45M | $43M | $33M | |
| Other Current Assets | · | · | · | · | · | · | $31M | · | · | · | · | · | |
| Current Assets | $376M | $372M | $356M | $342M | $357M | $341M | $730M | $1.05B | $647M | $543M | $560M | $543M | |
| PP&E (Net) | $53M | $40M | $39M | $41M | $49M | $61M | $57M | $55M | $95M | $114M | $142M | $169M | |
| PP&E (Gross) | $179M | $160M | $151M | $156M | $162M | $168M | $170M | $162M | $271M | $310M | $318M | $335M | |
| Accum. Depreciation | $126M | $120M | $112M | $114M | $114M | $107M | $113M | $107M | $177M | $196M | $176M | $166M | |
| Goodwill | $290M | $270M | $266M | $258M | $278M | $281M | $260M | $280M | $272M | $519M | $608M | $743M | |
| Intangibles | $47M | $36M | $37M | $42M | $55M | $62M | $52M | $72M | $220M | $239M | $309M | $365M | |
| Other Non-current Assets | $62M | $59M | $64M | $74M | $82M | $78M | $24M | $31M | $25M | $23M | $17M | $37M | |
| Total Assets | $828M | $777M | $763M | $757M | $820M | $824M | $1.12B | $1.49B | $1.52B | $1.44B | $1.64B | $1.86B | |
| Accounts Payable | $43M | $43M | $50M | $73M | $62M | $45M | $77M | $70M | $133M | $115M | $118M | $146M | |
| Short-term Debt | · | · | $0 | $4M | $0 | · | · | · | · | · | · | · | |
| Current Liabilities | $137M | $129M | $148M | $153M | $135M | $106M | $300M | $354M | $379M | $242M | $235M | $299M | |
| Capital Leases | $28M | $25M | $29M | $33M | $41M | $38M | · | · | · | · | · | · | |
| Deferred Tax | $6M | $4M | $6M | $7M | $4M | $2M | $2M | $4M | $30M | $31M | $73M | $97M | |
| Other Non-current Liabilities | $62M | $53M | $62M | $66M | $76M | $83M | $48M | $52M | $56M | $57M | $54M | $58M | |
| Total Liabilities | $394M | $385M | $436M | $439M | $408M | $465M | $823M | $927M | $1.02B | $918M | $964M | $855M | |
| Long-term Debt | $190M | $195M | $215M | $204M | · | $255M | $463M | $535M | $565M | $584M | $588M | $390M | |
| Total Debt | $190M | $195M | $214M | $204M | $175M | $255M | $460M | · | $562M | · | $588M | $390M | |
| Common Stock | $11M | $11M | $17M | $17M | $17M | $17M | $16M | $16M | $16M | $16M | $16M | $16M | |
| Paid-in Capital | $243M | $236M | $220M | $213M | $203M | $193M | $181M | $167M | $138M | $115M | $104M | $93M | |
| Retained Earnings | $284M | $262M | $1.01B | $967M | $953M | $918M | $915M | $1.17B | $1.19B | $1.26B | $1.37B | $1.35B | |
| Treasury Stock | · | $0 | $801M | $743M | $668M | $668M | $640M | $618M | $618M | $618M | $601M | $389M | |
| AOCI | $-104M | $-116M | $-121M | $-135M | $-93M | $-101M | $-172M | $-174M | $-227M | $-252M | $-214M | $-68M | |
| Stockholders' Equity | $434M | $392M | $327M | $319M | $412M | $359M | $301M | $559M | $501M | $521M | $673M | $1.00B | |
| Liabilities + Equity | $828M | $777M | $763M | $757M | $820M | $824M | $1.12B | $1.49B | $1.52B | $1.44B | $1.64B | $1.86B |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $13M | $16M | $20M | $22M | $21M | $20M | $20M | $23M | $48M | $53M | $61M | |
| Stock-based Comp | $13M | $11M | $9M | $14M | $9M | $10M | $11M | $11M | $15M | $10M | $12M | $17M | |
| Deferred Tax | $-186.0K | $435.0K | $460.0K | $-5M | $10M | $-8M | $4M | $6M | $-9M | $-17M | $-12M | $40.0K | |
| Amort. of Intangibles | $6M | $3M | $5M | $7M | $8M | $8M | $9M | $9M | $9M | $23M | $24M | $25M | |
| Restructuring | $6M | $7M | $7M | $8M | $2M | $7M | $4M | $11M | $3M | $15M | $0 | $0 | |
| Other Non-cash | $-10M | $-29M | $6M | $8M | $-24M | $-26M | $268M | $79M | $103M | $182M | $58M | $-116M | |
| Operating Cash Flow | $111M | $81M | $78M | $52M | $54M | $-3M | $54M | $106M | $88M | $118M | $131M | $126M | |
| CapEx | $19M | $11M | $9M | $8M | $12M | $12M | $15M | $11M | $17M | $20M | $23M | $42M | |
| Investing Cash Flow | $-46M | $-14M | $11M | $-7M | $13M | $176M | $11M | $-63M | $-28M | $-83M | $-21M | $262M | |
| Debt Issued | · | · | $200M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $200M | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $69M | $38M | $58M | $75M | $0 | $28M | $22M | $0 | $0 | $17M | $212M | $284M | |
| Net Stock Activity | $-69M | $-38M | $-58M | $-75M | $0 | $-28M | $-22M | $0 | $0 | $-17M | $-212M | $-284M | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Financing Cash Flow | $-81M | $-56M | $-53M | $-52M | $-82M | $-239M | $-100M | $-18M | $-15M | $-18M | $-15M | $-382M | |
| Net Change in Cash | $-16M | $13M | $34M | $-20M | $-12M | $-59M | $-39M | $21M | $50M | $11M | $60M | $5M | |
| Taxes Paid | $27M | $24M | $3M | $6M | $8M | $13M | $15M | $-2M | $12M | $21M | $26M | $57M | |
| Free Cash Flow | $92M | $70M | $68M | $43M | $42M | $-15M | $39M | $85M | $60M | $97M | $106M | $83M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 50.5% | 51.1% | 49.3% | 46.5% | 46.0% | 44.0% | 44.7% | 35.1% | 34.6% | 35.1% | 37.0% | 39.1% | |
| Operating Margin | 21.6% | 20.6% | 14.0% | 5.4% | 9.7% | 4.9% | 7.3% | 1.5% | -4.6% | -8.7% | 4.3% | 14.5% | |
| Net Margin | 15.0% | 14.5% | 7.8% | 2.8% | 7.2% | 0.15% | -38.0% | -1.8% | -6.0% | -9.2% | 1.6% | 11.7% | |
| Pretax Margin | 19.6% | 17.9% | 11.5% | 4.2% | 8.3% | 1.6% | 2.9% | -1.1% | -7.5% | -11.3% | 2.0% | 12.4% | |
| EBITDA Margin | 24.2% | 22.9% | 16.8% | 8.8% | 13.8% | 9.1% | 10.3% | 5.0% | -0.65% | -4.6% | 8.6% | 18.8% | |
| ROA | 11.6% | 11.1% | 6.1% | 2.0% | 4.6% | 0.07% | -19.1% | · | -4.5% | · | 1.1% | 8.2% | |
| ROE | 22.1% | 22.6% | 14.0% | 4.8% | 9.2% | 0.21% | -54.8% | · | -13.0% | · | 2.4% | 15.7% | |
| ROIC | 16.4% | 16.2% | 12.1% | 4.8% | 8.0% | 2.8% | 2.7% | · | -3.8% | · | 3.3% | 11.9% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.9 | 2.4 | 2.2 | 2.7 | 3.2 | 2.4 | · | 1.7 | · | 2.4 | 1.8 | |
| Quick Ratio | 1.9 | 2.1 | 1.7 | 1.5 | 1.8 | 2.2 | 1.1 | · | 1.1 | · | 1.5 | 1.1 | |
| Debt / Equity | 0.4 | 0.5 | 0.7 | 0.6 | 0.4 | 0.7 | 1.5 | · | 1.1 | · | 0.9 | 0.4 | |
| LT Debt / Equity | 0.4 | 0.5 | 0.6 | 0.6 | 0.4 | 0.7 | 1.5 | · | 1.1 | · | 0.9 | 0.4 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.5 | 0.5 | · | 0.7 | · | 0.7 | 0.7 | |
| Inventory Turnover | 4.0 | 3.9 | 3.8 | 3.8 | 4.0 | 3.8 | 4.9 | · | 5.2 | · | 5.2 | 5.6 | |
| Receivables Turnover | 5.9 | 5.8 | 5.9 | 5.4 | 5.6 | 4.7 | 5.3 | · | 5.8 | · | 5.9 | 6.3 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.7% | -1.5% | 4.7% | 8.1% | 7.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.6% | 3.7% | 6.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.0% | 90.2% | 215.4% | -58.7% | 6200.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 87.0% | 35.3% | 334.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 179.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 8.2% | 84.2% | 196.8% | -58.8% | 5166.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 80.8% | 31.1% | 300.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 164.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -2.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $617M | $590M | $598M | $571M | $529M | $493M | $655M | $1.18B | $1.10B | $1.15B | $1.25B | $1.40B | |
| Net Income TTM | $93M | $86M | $47M | $16M | $38M | $723.0K | $-249M | $-22M | $-66M | $-105M | $20M | $164M | |
| P/E | 24.9 | 26.4 | 32.0 | 74.6 | 39.9 | 2080.0 | -5.5 | -84.1 | -21.7 | -13.4 | 67.0 | 14.9 | |
| Earnings Yield | 4.0% | 3.8% | 3.1% | 1.3% | 2.5% | 0.05% | -18.2% | -1.2% | -4.6% | -7.5% | 1.5% | 6.7% | |
| Payout Ratio | 2.3% | 2.5% | 4.9% | 15.4% | 6.3% | 334.6% | -0.98% | -11.0% | -3.6% | -2.3% | 13.1% | 1.8% | |
| Annual Payout | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M |
Estado de resultados 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $168M | $155M | $144M | $168M | $159M | $146M | $145M | $159M | $150M | $138M | $142M | $161M | $156M | $142M | $139M | $152M | |
| Cost of Revenue | $79M | $83M | $71M | $84M | $79M | $72M | $71M | $81M | $73M | $67M | $68M | $82M | $78M | $72M | $71M | $78M | |
| Gross Profit | $89M | $72M | $73M | $84M | $80M | $73M | $75M | $77M | $78M | $71M | $74M | $79M | $78M | $70M | $68M | $74M | |
| SG&A Expense | $46M | $42M | $43M | $42M | $41M | $41M | $42M | $44M | $42M | $41M | $42M | $51M | $49M | $52M | $53M | $55M | |
| Operating Income | $41M | $25M | $28M | $40M | $32M | $31M | $31M | $30M | $33M | $30M | $29M | $32M | $25M | $14M | $12M | $13M | |
| Other Non-op | $-413.0K | $-794.0K | $-668.0K | $-647.0K | $-947.0K | $-750.0K | $-487.0K | $-466.0K | $-544.0K | $-543.0K | $-991.0K | $-687.0K | $-525.0K | $-721.0K | $-702.0K | $-1M | |
| Pretax Income | $39M | $22M | $26M | $37M | $28M | $28M | $28M | $27M | $29M | $25M | $24M | $28M | $22M | $10M | $9M | $10M | |
| Income Tax | $9M | $6M | $6M | $9M | $6M | $7M | $6M | $3M | $7M | $7M | $6M | $5M | $5M | $3M | $2M | $-94.0K | |
| Net Income | $30M | $16M | $19M | $28M | $22M | $21M | $22M | $24M | $26M | $18M | $18M | $22M | $12M | $4M | $7M | $4M | |
| EPS (Basic) | $0.58 | $0.31 | $0.36 | $0.53 | $0.41 | $0.38 | $0.40 | $0.45 | $0.47 | $0.33 | $0.33 | $0.39 | $0.22 | $0.08 | $0.13 | $0.16 | |
| EPS (Diluted) | $0.58 | $0.31 | $0.36 | $0.51 | $0.41 | $0.38 | $0.40 | $0.44 | $0.47 | $0.33 | $0.32 | $0.39 | $0.22 | $0.08 | $0.13 | $0.16 | |
| Shares (Basic) | 51,316,000 | 51,880,000 | 52,980,000 | -108,641,000 | 54,051,000 | 54,397,000 | 54,242,000 | -108,696,000 | 54,292,000 | 54,213,000 | 54,527,000 | -114,300,000 | 57,052,000 | 57,042,000 | 56,886,000 | -121,337,000 | |
| Shares (Diluted) | 51,568,000 | 52,300,000 | 53,348,000 | -109,552,000 | 54,417,000 | 54,808,000 | 54,812,000 | -109,657,000 | 54,826,000 | 54,685,000 | 55,008,000 | -115,132,000 | 57,432,000 | 57,500,000 | 57,317,000 | -122,011,000 | |
| EBITDA | $41M | $25M | $33M | · | $32M | $31M | $35M | · | $33M | $30M | $32M | · | $25M | $14M | $17M | · |
Balance general 28
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $116M | $99M | $139M | $152M | $141M | $120M | $131M | $167M | $132M | $154M | $148M | · | $142M | $125M | $129M | · | |
| Receivables | $106M | $110M | $98M | $106M | $113M | $112M | $101M | $104M | $108M | $98M | $95M | · | $104M | $100M | $98M | · | |
| Inventory | $85M | $93M | $90M | $79M | $87M | $80M | $81M | $73M | $79M | $83M | $80M | · | $93M | $94M | $91M | · | |
| Prepaid Expense | $52M | $48M | $45M | · | $41M | $37M | $37M | · | $29M | $33M | $37M | · | $35M | $36M | $35M | · | |
| Current Assets | $359M | $349M | $372M | $376M | $383M | $349M | $350M | $372M | $348M | $367M | $360M | · | $373M | $355M | $353M | · | |
| PP&E (Net) | $55M | $53M | $53M | $53M | $53M | $49M | $46M | $40M | $36M | $37M | $38M | · | $42M | $41M | $42M | · | |
| PP&E (Gross) | $185M | $184M | $181M | $179M | $176M | $170M | $166M | $160M | $154M | $153M | $152M | · | $165M | $161M | $159M | · | |
| Accum. Depreciation | $130M | $131M | $128M | $126M | $123M | $121M | $120M | $120M | $118M | $116M | $114M | · | $123M | $120M | $118M | · | |
| Goodwill | $290M | $291M | $288M | $290M | $288M | $277M | $288M | $270M | $267M | $266M | $267M | $266M | $265M | $262M | $262M | $258M | |
| Intangibles | $44M | $44M | $45M | $47M | $48M | $47M | $34M | $36M | $36M | $37M | $38M | · | $39M | $40M | $41M | · | |
| Other Non-current Assets | $64M | $59M | $60M | $62M | $57M | $54M | $58M | $59M | $62M | $62M | $63M | · | $74M | $75M | $77M | · | |
| Total Assets | $812M | $795M | $818M | $828M | $828M | $777M | $775M | $777M | $749M | $769M | $766M | · | $793M | $773M | $774M | · | |
| Accounts Payable | $38M | $42M | $42M | $43M | $46M | $44M | $47M | $43M | $42M | $44M | $46M | · | $47M | $54M | $75M | · | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | |
| Current Liabilities | $134M | $136M | $132M | $137M | $132M | $114M | $120M | $129M | $122M | $118M | $127M | · | $140M | $143M | $154M | · | |
| Capital Leases | · | · | · | $28M | · | · | · | $25M | · | · | · | · | · | · | · | · | |
| Deferred Tax | $7M | $7M | $7M | · | $8M | $9M | $6M | · | $4M | $7M | $6M | · | $8M | $8M | $8M | · | |
| Other Non-current Liabilities | $65M | $60M | $61M | $62M | $57M | $52M | $54M | $53M | $57M | $58M | $61M | · | $65M | $62M | $66M | · | |
| Total Liabilities | $388M | $388M | $387M | $394M | $390M | $371M | $377M | $385M | $384M | $432M | $444M | · | $456M | $432M | $440M | · | |
| Long-term Debt | $185M | $188M | $189M | $190M | $191M | $192M | $194M | $195M | $196M | $246M | $245M | · | $235M | $210M | $203M | · | |
| Total Debt | $185M | $187M | $188M | · | $191M | $192M | $193M | · | $196M | $245M | $245M | · | $235M | $209M | $202M | · | |
| Common Stock | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $17M | · | $17M | $17M | $17M | · | |
| Paid-in Capital | · | · | · | $243M | · | · | · | $236M | · | · | · | · | · | · | · | · | |
| Retained Earnings | $269M | $254M | $288M | $284M | $298M | $290M | $279M | $262M | $245M | $222M | $1.03B | · | $991M | $979M | $974M | · | |
| Treasury Stock | · | · | · | · | · | · | · | · | $0 | $0 | $827M | · | $764M | $743M | $743M | · | |
| AOCI | $-103M | $-101M | $-109M | $-104M | $-110M | $-131M | $-126M | $-116M | $-121M | $-122M | $-121M | · | $-126M | $-128M | $-129M | · | |
| Stockholders' Equity | $424M | $408M | $431M | $434M | $438M | $406M | $398M | $392M | $366M | $337M | $322M | $327M | $337M | $341M | $334M | $319M | |
| Liabilities + Equity | $812M | $795M | $818M | $828M | $828M | $777M | $775M | $777M | $749M | $769M | $766M | · | $793M | $773M | $774M | · |
Flujo de Efectivo 15
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $5M | $4M | $3M | $4M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $5M | |
| Stock-based Comp | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $-1M | $2M | $968.0K | $-4M | $693.0K | $405.0K | $3M | $5M | $-5M | $442.0K | $-24.0K | $-309.0K | $329.0K | $473.0K | $-33.0K | $-7M | |
| Amort. of Intangibles | $2M | $1M | $2M | $2M | $1M | $1M | $1M | $831.0K | $824.0K | $833.0K | $824.0K | $1M | $1M | $1M | $1M | $2M | |
| Restructuring | $0 | $3M | · | $0 | $6M | $0 | $0 | $3M | $2M | $398.0K | $2M | $875.0K | $2M | $3M | $982.0K | $3M | |
| Other Non-cash | · | · | $-12M | · | · | · | $-23M | · | · | · | $-31M | · | · | · | $4M | · | |
| Operating Cash Flow | $40M | $13M | $16M | $55M | $40M | $7M | $9M | $44M | $30M | $13M | $-7M | $51M | $17M | $-8M | $18M | $45M | |
| CapEx | $4M | $3M | $3M | $3M | $5M | $6M | $6M | $6M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $1M | |
| Investing Cash Flow | $-5M | $-3M | $-4M | $-3M | $-4M | $-6M | $-33M | $-6M | $-2M | $-3M | $-3M | $19M | $-3M | $-2M | $-3M | $-1M | |
| Stock Repurchased | $15M | $51M | $15M | $40M | $14M | $10M | $4M | $6M | $3M | $4M | $26M | $37M | $21M | $0 | $0 | $39M | |
| Net Stock Activity | · | · | $-15M | · | · | · | $-4M | · | · | · | $-26M | · | · | · | · | · | |
| Dividends Paid | $0 | $0 | $2M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $2M | $0 | |
| Financing Cash Flow | $-18M | $-52M | $-23M | $-41M | $-15M | $-12M | $-13M | $-5M | $-50M | $-4M | $2M | $-57M | $5M | $5M | $-6M | $-40M | |
| Net Change in Cash | $17M | $-40M | $-13M | $11M | $21M | $-11M | $-36M | $35M | $-21M | $6M | $-6M | $12M | $17M | $-5M | $9M | $-3M | |
| Free Cash Flow | · | · | $13M | · | · | · | $3M | · | · | · | $-8M | · | · | · | $15M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 53.0% | 46.4% | 50.7% | · | 50.4% | 50.5% | 51.4% | · | 51.8% | 51.6% | 52.3% | · | 49.8% | 49.6% | 48.7% | · | |
| Operating Margin | 24.7% | 16.2% | 19.8% | · | 20.0% | 21.2% | 21.4% | · | 22.2% | 21.3% | 20.2% | · | 16.3% | 9.8% | 8.8% | · | |
| Net Margin | 17.8% | 10.5% | 13.3% | · | 13.9% | 14.4% | 15.0% | · | 17.1% | 12.9% | 12.5% | · | 7.9% | 3.2% | 5.3% | · | |
| Pretax Margin | 23.1% | 14.3% | 17.7% | · | 17.9% | 19.0% | 19.2% | · | 19.6% | 18.2% | 16.9% | · | 13.9% | 7.1% | 6.3% | · | |
| EBITDA Margin | 24.7% | 16.2% | 22.8% | · | 20.0% | 21.2% | 23.9% | · | 22.2% | 21.3% | 22.6% | · | 16.3% | 9.8% | 11.8% | · | |
| ROA | 3.6% | 2.1% | 2.4% | · | 2.8% | 2.7% | 2.8% | · | 3.3% | 2.3% | 2.3% | · | 1.6% | 0.56% | 0.94% | · | |
| ROE | 6.9% | 4.0% | 4.6% | · | 5.5% | 5.6% | 6.0% | · | 7.3% | 5.3% | 5.4% | · | 3.5% | 1.2% | 2.0% | · | |
| ROIC | 5.2% | 3.1% | 3.4% | · | 3.9% | 3.9% | 4.1% | · | 4.6% | 3.6% | 3.9% | · | 3.5% | 1.8% | 1.7% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.6 | 2.8 | · | 2.9 | 3.1 | 2.9 | · | 2.9 | 3.1 | 2.8 | · | 2.7 | 2.5 | 2.3 | · | |
| Quick Ratio | 1.6 | 1.5 | 1.8 | · | 1.9 | 2.0 | 1.9 | · | 2.0 | 2.1 | 1.9 | · | 1.8 | 1.6 | 1.5 | · | |
| Debt / Equity | 0.4 | 0.5 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.7 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | |
| LT Debt / Equity | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | |
| Inventory Turnover | 0.9 | 1.0 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | |
| Receivables Turnover | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.4 | 1.5 | · | 1.4 | 1.4 | 1.5 | · | 1.4 | 1.3 | 1.3 | · |
Valoración (TTM) 5
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $625M | $603M | $594M | · | $600M | $580M | $576M | · | $587M | $579M | $580M | · | $589M | $570M | $559M | · | |
| Net Income TTM | $87M | $78M | $84M | · | $90M | $86M | $83M | · | $74M | $52M | $42M | · | $32M | $21M | $19M | · | |
| P/E | 20.2 | 27.9 | 24.4 | · | 25.8 | 29.3 | 31.8 | · | 29.3 | 35.5 | 36.4 | · | 55.3 | 103.6 | 108.9 | · | |
| Earnings Yield | 5.0% | 3.6% | 4.1% | · | 3.9% | 3.4% | 3.1% | · | 3.4% | 2.8% | 2.8% | · | 1.8% | 0.97% | 0.92% | · | |
| Payout Ratio | · | · | 11.1% | · | · | · | 10.0% | · | · | · | 12.3% | · | · | · | 30.5% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 | |
|---|---|---|---|---|---|
| Ingresos | $617M | $590M | $598M | $571M | $529M |
| Margen Bruto % | 50.5% | 51.1% | 49.3% | 46.5% | 46.0% |
| Margen Operativo % | 21.6% | 20.6% | 14.0% | 5.4% | 9.7% |
| Beneficio neto | $93M | $86M | $47M | $16M | $38M |
| EPS Diluido | $1.70 | $1.56 | $0.82 | $0.26 | $0.63 |
Balance general
| 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.5 | 0.7 | 0.6 | 0.4 |
| Ratio corriente | 2.7 | 2.9 | 2.4 | 2.2 | 2.7 |
| Ratio Rápido | 1.9 | 2.1 | 1.7 | 1.5 | 1.8 |
Flujo de Efectivo
| 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $92M | $70M | $68M | $43M | $42M |
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Propietarios institucionales (13F) 291 declarantes · $1.3B 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 |
|---|---|---|---|---|
| 56 (+18 vs trimestre anterior) | 26 (-4 vs trimestre anterior) | 96 (+5 vs trimestre anterior) | 82 (+3 vs trimestre anterior) | +5.4M |
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 |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | $165 740 833 | 4 621 886 | 13,15% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107 602 735 | 3 000 634 | 8,53% | Acciones |
| Capital International Investors | $90 932 318 | 2 535 759 | 7,21% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $82 950 133 | 2 313 166 | 6,58% | Acciones |
| STATE STREET CORP | $82 225 939 | 2 294 879 | 6,52% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $48 449 442 | 1 351 072 | 3,84% | Acciones |
| COOKE & BIELER LP | $46 063 748 | 1 284 544 | 3,65% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $44 567 740 | 1 242 826 | 3,53% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $40 107 775 | 1 118 184 | 3,18% | Acciones |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $30 487 527 | 850 182 | 2,42% | Acciones |
| D. E. Shaw & Co., Inc. | $29 926 425 | 834 535 | 2,37% | Acciones |
| Champlain Investment Partners, LLC | $25 772 976 | 718 711 | 2,04% | Acciones |
| BROWN ADVISORY INC | $25 394 599 | 708 160 | 2,01% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21 531 814 | 600 441 | 1,71% | Acciones |
| BAMCO INC /NY/ | $15 981 690 | 445 669 | 1,27% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $14 801 502 | 412 758 | 1,17% | Acciones |
| JENNISON ASSOCIATES LLC | $14 738 853 | 411 011 | 1,17% | Acciones |
| CITADEL ADVISORS LLC | $13 975 610 | 389 727 | 1,11% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $13 311 886 | 323 969 | 1,06% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $13 296 852 | 370 799 | 1,05% | Acciones |
| Qube Research & Technologies Ltd | $12 281 010 | 342 471 | 0,97% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $11 281 628 | 314 602 | 0,89% | Acciones |
| GLENMEDE TRUST CO NA | $10 365 512 | 289 055 | 0,82% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 314 770 | 287 640 | 0,82% | Acciones |
| LOOMIS SAYLES & CO L P | $9 904 030 | 276 186 | 0,79% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $9 106 217 | 253 938 | 0,72% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $9 038 262 | 252 043 | 0,72% | Acciones |
| Point72 Asset Management, L.P. | $8 802 303 | 245 463 | 0,70% | Acciones |
| Leeward Investments, LLC - MA | $8 545 725 | 238 308 | 0,68% | Acciones |
| Bank of New York Mellon Corp | $8 064 842 | 224 898 | 0,64% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $7 525 974 | 209 871 | 0,60% | Acciones |
| Hillsdale Investment Management Inc. | $7 128 968 | 198 800 | 0,57% | Acciones |
| FMR LLC | $6 731 567 | 187 718 | 0,53% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 719 232 | 187 374 | 0,53% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $6 603 619 | 184 150 | 0,52% | Acciones |
| GOLDMAN SACHS GROUP INC | $6 390 897 | 178 218 | 0,51% | Acciones |
| Public Sector Pension Investment Board | $6 349 623 | 177 067 | 0,50% | Acciones |
| CenterBook Partners LP | $6 066 616 | 169 175 | 0,48% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 939 205 | 165 622 | 0,47% | Acciones |
| Trexquant Investment LP | $5 860 098 | 163 416 | 0,46% | Acciones |
| Squarepoint Ops LLC | $5 039 191 | 140 524 | 0,40% | Acciones |
| Jump Financial, LLC | $5 013 013 | 139 794 | 0,40% | Acciones |
| Roubaix Capital, LLC | $4 643 978 | 129 503 | 0,37% | Acciones |
| RHUMBLINE ADVISERS | $4 604 472 | 128 402 | 0,37% | Acciones |
| BlackRock, Inc. | $4 408 736 | 122 943 | 0,35% | Acciones |
| Moran Wealth Management, LLC | $4 358 962 | 121 555 | 0,35% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $4 164 709 | 116 138 | 0,33% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $4 087 359 | 113 981 | 0,32% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 994 517 | 111 392 | 0,32% | Acciones |
| Swiss National Bank | $3 722 268 | 103 800 | 0,30% | Acciones |
| NORGES BANK | $3 542 968 | 98 800 | 0,28% | Acciones |
| FIRST TRUST ADVISORS LP | $3 542 932 | 98 799 | 0,28% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 443 205 | 96 018 | 0,27% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $3 412 151 | 95 152 | 0,27% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $3 402 577 | 94 885 | 0,27% | Acciones |
| Cubist Systematic Strategies, LLC | $3 268 929 | 79 730 | 0,26% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 253 620 | 90 731 | 0,26% | Acciones |
| ExodusPoint Capital Management, LP | $3 210 833 | 89 538 | 0,25% | Acciones |
| Moody Aldrich Partners LLC | $3 098 985 | 86 419 | 0,25% | Acciones |
| GABELLI FUNDS LLC | $2 929 762 | 81 700 | 0,23% | Acciones |
| Legal & General Group Plc | $2 831 900 | 78 971 | 0,22% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2 795 897 | 77 967 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 678 430 | 73 442 | 0,21% | Acciones |
| HEARTLAND ADVISORS INC | $2 524 616 | 70 402 | 0,20% | Acciones |
| MARSHALL WACE, LLP | $2 427 686 | 67 699 | 0,19% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 262 802 | 63 101 | 0,18% | Acciones |
| UBS Group AG | $2 196 927 | 61 264 | 0,17% | Acciones |
| Engineers Gate Manager LP | $1 973 663 | 55 038 | 0,16% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 925 647 | 53 699 | 0,15% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 922 706 | 53 617 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 864 748 | 51 131 | 0,15% | Acciones |
| XTX Topco Ltd | $1 799 742 | 50 188 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 768 472 | 49 316 | 0,14% | Acciones |
| Balyasny Asset Management L.P. | $1 701 342 | 47 444 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 568 481 | 43 739 | 0,12% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 560 192 | 40 800 | 0,12% | Acciones |
| VANGUARD GROUP INC | $1 491 169 | 38 995 | 0,12% | Acciones |
| Vident Advisory, LLC | $1 426 224 | 39 772 | 0,11% | Acciones |
| BARCLAYS PLC | $1 346 436 | 37 547 | 0,11% | Acciones |
| Entropy Technologies, LP | $1 329 258 | 37 068 | 0,11% | Acciones |
| KLP KAPITALFORVALTNING AS | $1 283 788 | 35 800 | 0,10% | Acciones |
| Daiwa Securities Group Inc. | $1 278 839 | 35 662 | 0,10% | Acciones |
| Quadrature Capital Ltd | $1 247 749 | 34 795 | 0,10% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 173 195 | 32 716 | 0,09% | Acciones |
| TWINBEECH CAPITAL LP | $1 118 222 | 31 183 | 0,09% | Acciones |
| State of Tennessee, Department of Treasury | $1 086 415 | 30 296 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $1 079 278 | 30 097 | 0,09% | Acciones |
| Expect Equity LLC | $1 054 212 | 29 398 | 0,08% | Acciones |
| Penn Capital Management Company, LLC | $1 009 602 | 28 154 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $974 531 | 27 176 | 0,08% | Acciones |
| Amundi | $890 225 | 24 825 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $880 471 | 24 553 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $861 644 | 24 028 | 0,07% | Acciones |
| Horizon Investments, LLC | $843 355 | 23 518 | 0,07% | Acciones |
| DIVERSIFIED TRUST CO | $830 159 | 23 150 | 0,07% | Acciones |
| Walleye Capital LLC | $816 998 | 22 783 | 0,06% | Acciones |
| ALGERT GLOBAL LLC | $815 098 | 22 730 | 0,06% | Acciones |
| Louisiana State Employees Retirement System | $810 436 | 22 600 | 0,06% | Acciones |
| Freestone Grove Partners LP | $788 705 | 21 994 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $768 018 | 21 056 | 0,06% | Acciones |
Informantes de la empresa 58 insiders · 34 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paul Sternlieb | President and CEO | 7 de noviembre de 2025 F | 411 244 | 0 | 1 | $-118 800 |
| Randal W Baker | Pres. and CEO | 21 de marzo de 2019 F | 230 244 | 0 | 0 | $0 |
| Mark Goldstein | President & CEO | 20 de enero de 2015 A | 172 822 | 0 | 0 | $0 |
| Darren Matthew Kozik | EVP & CFO | 7 de noviembre de 2025 F | 20 726 | 0 | 0 | $0 |
| Anthony Peter Colucci | EVP - CFO | 24 de octubre de 2023 F | 23 350 | 0 | 0 | $0 |
| Rick T Dillon | Executive Vice President - CFO | 27 de diciembre de 2017 F | 25 509 | 0 | 0 | $0 |
| Patrick James Dawson | Corporate Controller & PAO | 15 de marzo de 2026 F | 4 770 | 0 | 0 | $0 |
| Eric Theodore Chack | EVP, Operations | 7 de noviembre de 2025 F | 25 203 | 0 | 0 | $0 |
| Benjamin James Topercer | EVP - Chief HR Officer | 7 de noviembre de 2025 F | 53 280 | 0 | 0 | $0 |
| Noah Nathaniel Popp | EVP, GC and Secretary | 23 de octubre de 2025 A | 5 829 | 0 | 0 | $0 |
| James Denis | EVP, GC and Secretary | 25 de enero de 2025 F | 21 438 | 0 | 0 | $0 |
| Patrick Shannon Burns | Head of Financial Planning | 19 de octubre de 2024 F | 6 263 | 0 | 0 | $0 |
| Markus Limberger | EVP, Operations | 24 de octubre de 2023 F | 8 170 | 0 | 0 | $0 |
| Roger Roundhouse | Exec VP Engd Solutions Segment | 17 de marzo de 2019 F | 68 342 | 0 | 0 | $0 |
| Ted Wozniak | VP Business Development | 28 de diciembre de 2017 S | 70 705 | 0 | 0 | $0 |
| Stephen Rennie | Ex. VP Industrial & India | 28 de septiembre de 2017 S | 54 470 | 0 | 0 | $0 |
| Eugene Edward Skogg | EVP-Human Resources | 21 de julio de 2017 F | 106 062 | 0 | 0 | $0 |
| Robert Wrocklage | Corporate Controller | 20 de enero de 2017 F | 12 902 | 0 | 0 | $0 |
| Kenneth Bockhorst | Exec. VP, Energy Segment | 16 de enero de 2017 A | 36 208 | 0 | 0 | $0 |
| Matthew Pauli | Corporate Controller | 16 de enero de 2017 A | 33 231 | 0 | 0 | $0 |
| Mark Sefcik | Exec VP Industrial Segment | 4 de abril de 2016 A | 61 832 | 0 | 0 | $0 |
| Brian Kobylinski | Exec. VP - Industrial | 17 de marzo de 2016 A | 169 561 | 0 | 0 | $0 |
| Sheri Grissom | VP Human Resources | 9 de enero de 2015 F | 32 253 | 0 | 0 | $0 |
| William Blackmore | Exec. VP-Engineered Solutions | 29 de octubre de 2014 F | 43 354 | 0 | 0 | $0 |
| David L Scheer | Exec. VP, Electrical Segment | 17 de octubre de 2013 S | 13 543 | 0 | 0 | $0 |
| Gustav Boel | Exec. Vice President | 17 de octubre de 2013 S | 39 178 | 0 | 0 | $0 |
| William Axline | Executive VP, Electrical | 14 de enero de 2011 A | 32 200 | 0 | 0 | $0 |
| Chadwick Deluka | Corporate Controller | 12 de enero de 2010 A | 8 500 | 0 | 0 | $0 |
| Tim Teske | Corporate Controller | 16 de enero de 2007 A | — | 0 | 0 | $0 |
| Edmund W Staple | Vice President-Gardner Bender | 27 de octubre de 2004 A | 2 500 | 0 | 0 | $0 |
| George T Bowman | Vice President of Enerpac | 27 de octubre de 2004 A | 6 550 | 0 | 0 | $0 |
| Arthur Kerk | VP-Eng. Soln. Europe Asia | 31 de marzo de 2004 S | 0 | 0 | 0 | $0 |
| Ralph Keller | Vice President - Operations | 21 de octubre de 2003 A | — | 0 | 0 | $0 |
| Mark E Goldstein | VP-Gardner Bender | 21 de octubre de 2003 A | — | 0 | 0 | $0 |
| Danny L Cunningham | Consejero | 23 de julio de 2026 M | 24 030 | 0 | 1 | $-100 646 |
| James E Ferland Jr | Consejero | 23 de julio de 2026 M | 99 681 | 0 | 1 | $-100 646 |
| Colleen Healy | Consejero | 6 de febrero de 2026 A | 12 632 | 0 | 0 | $0 |
| Sidney S. Simmons II | Consejero | 6 de febrero de 2026 A | 22 728 | 0 | 0 | $0 |
| Palmer J. Clarkson | Consejero | 6 de febrero de 2026 A | 38 146 | 0 | 0 | $0 |
| Richard D Holder | Consejero | 6 de febrero de 2026 A | 38 219 | 0 | 0 | $0 |
| Lynn C Minella | Consejero | 6 de febrero de 2026 A | 14 601 | 0 | 0 | $0 |
| Alfredo Altavilla | Consejero | 22 de enero de 2026 F | 32 528 | 0 | 0 | $0 |
| Judy L Altmaier | Consejero | 17 de octubre de 2025 A | 23 996 | 0 | 0 | $0 |
| Alan R Hunter Jr | Consejero | 16 de enero de 2017 A | 14 548 | 0 | 0 | $0 |
| Holly Van Deursen | Consejero | 16 de enero de 2017 A | 21 573 | 0 | 0 | $0 |
| Robert A Peterson | Consejero | 16 de enero de 2017 A | 18 226 | 0 | 0 | $0 |
| Gurminder S Bedi | Consejero | 16 de enero de 2017 A | 15 548 | 0 | 0 | $0 |
| Dennis K Williams | Consejero | 16 de enero de 2017 A | 20 548 | 0 | 0 | $0 |
| Robert C Arzbaecher | Consejero | 3 de enero de 2017 S | 0 | 0 | 0 | $0 |
| Thomas J Fischer | Consejero | 27 de diciembre de 2016 M | 17 373 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| O. Mason Hawkins I.D. No. XXX-XX-XXXX ___________________________________________________________________ (2) ×2 presentaciones | 21 de marzo de 2018 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 19 de junio de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 21 de febrero de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 2 de abril de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 29 de marzo de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 8 de marzo de 2001 | — | 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.
Propiedad de ETFs Mantenido por 69 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,45% | 97 697 NS | 31 de mayo de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,62% | 4 003 NS | 30 de abril de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,58% | 30 073 SH | 8 de agosto de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,37% | 31 304 SH | 8 de agosto de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,21% | 64 039 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,19% | 1 424 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,19% | 39 772 NS | 31 de mayo de 2026 | N-PORT |
| IJT · iShares Trust | 0,13% | 288 040 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,12% | 8 261 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,12% | 6 072 SH | 8 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,12% | 36 811 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,12% | 469 917 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,11% | 55 950 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,11% | 3 146 028 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 20 980 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,10% | 13 654 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 180 261 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,09% | 75 211 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,09% | 26 060 NS | 31 de mayo de 2026 | N-PORT |
| IJS · iShares Trust | 0,08% | 182 682 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,08% | 61 988 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,08% | 43 748 SH | 8 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,08% | 632 NS | 31 de mayo de 2026 | N-PORT |
| SMLF · iShares Trust | 0,06% | 68 794 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,06% | 1 306 443 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,06% | 16 058 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 299 999 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 43 870 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,06% | 22 995 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,05% | 18 986 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 684 583 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,04% | 2 501 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,04% | 5 973 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,04% | 23 897 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 168 182 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 253 616 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2 495 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,03% | 83 266 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 2 284 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,03% | 15 795 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 1 956 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 592 470 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 183 278 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,02% | 62 655 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 3 566 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,02% | 1 977 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,02% | 666 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,02% | 1 708 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1 829 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 41 855 NS | 30 de abril de 2026 | N-PORT |