En esta página
01ESAB precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
ESAB ESAB Corporation Common Stock
NYSE · Machinery · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 6, 2026
$71,25
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$64,83mínimo 52 semanas
$137,42máximo 52 semanas
Capitalización Bursátil
$4.34B
P/E (TTM)
25.6
BPA (TTM)
$2.78
Ingresos (TTM)
$3.00B
tus insignias
Rango 52S
$65–$137
Calificación del Analista
BUY
Precio Objetivo
$127
P/E
25.6
ROE
11.5%
Margen de Beneficio Neto
5.7%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
ESAB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$71.25
Capitalización Bursátil
$4.34B
P/E (TTM)
25.6
BPA (TTM)
$2.78
Ingresos (TTM)
$3.00B
Rendimiento div.
0.50%
ROE
11.5%
Deuda/Capital
0.6
Rango 52S
$65–$137
ESAB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.84B2020-12-31 → 2025-12-31
BPA$3.672020-12-31 → 2025-12-31
Flujo de caja libre$213M2022-12-31 → 2025-12-31
Margen neto5.7%2022-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | ESAB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 25.6promedio 5A ≈24.2 | ≈24.2 | 33.9 | Valor razonable | |
| P/S | 1.5promedio 5A ≈2.0 | ≈2.0 | 3.0 | Infravalorado | |
| P/B (P/C) | 2.0promedio 5A ≈3.1 | ≈3.1 | 3.6 | Infravalorado | |
| EV / EBITDA | 10.9promedio 5A ≈13.6 | ≈13.6 | 21.1 | Infravalorado | |
| Price / FCF (Precio / FCF) | 20.3promedio 5A ≈22.6 | ≈22.6 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 16.6promedio 5A ≈18.9 | ≈18.9 | 26.0 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 1.9promedio 5A ≈2.4 | ≈2.4 | · | · | |
| EV / FCF | 25.3promedio 5A ≈27.0 | ≈27.0 | · | · | |
| PEG Ratio (Ratio PEG) | ≈3.7 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | ESAB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 37.0%promedio 5A ≈36.4% | ≈36.4% | 38.3% | Débil | |
| Margen Operativo (TTM) | 12.1%promedio 5A ≈14.5% | ≈14.5% | 16.9% | Débil | |
| Margen EBITDA (TTM) | 15.4%promedio 5A ≈17.2% | ≈17.2% | 20.0% | Débil | |
| Margen antes de impuestos (TTM) | 8.7%promedio 5A ≈12.0% | ≈12.0% | 14.7% | Débil | |
| Margen de Beneficio Neto (TTM) | 5.7%promedio 5A ≈8.4% | ≈8.4% | 11.1% | Débil | |
| ROA | 5.1%promedio 5A ≈5.9% | ≈5.9% | 6.9% | Débil | |
| ROE | 11.5%promedio 5A ≈13.2% | ≈13.2% | 15.3% | Débil | |
| ROIC | 9.6%promedio 5A ≈10.7% | ≈10.7% | 12.5% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | ESAB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Debt / Equity (Deuda / Patrimonio) | 0.6promedio 5A ≈0.7 | ≈0.7 | 0.4 | Deuda alta | |
| Current Ratio (Ratio corriente) | 1.9promedio 5A ≈1.7 | ≈1.7 | 1.9 | En línea | |
| Quick Ratio (Ratio Rápido) | 1.0promedio 5A ≈0.9 | ≈0.9 | 0.9 | En línea | |
| Long-Term Debt / Equity (Deuda a Largo Plazo / Patrimonio) | 0.6promedio 5A ≈0.7 | ≈0.7 | 0.5 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ESAB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 3.7%promedio 5A ≈8.2% | ≈8.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 3.1%promedio 5A ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 7.8% | · | · | · | |
| EPS YoY (EPS interanual) | -14.8%promedio 5A ≈9.6% | ≈9.6% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -14.4%promedio 5A ≈10.2% | ≈10.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -0.18%promedio 5A ≈3.9% | ≈3.9% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 7.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 0.45%promedio 5A ≈4.6% | ≈4.6% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 7.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ESAB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.7 | ≈0.7 | 0.7 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 4.1promedio 5A ≈4.2 | ≈4.2 | 4.1 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.9promedio 5A ≈7.1 | ≈7.1 | 6.8 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$276.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo0.50%
Ratio de Pago9.7%
Pago anualizado≈$0.48
Racha de Crecimiento≈2
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Oct 2, 2026 | $0,12 | USD | ≈0.63% |
| Jul 2, 2026 | $0,12 | USD | ≈0.45% |
| Abr 2, 2026 | $0,10 | USD | ≈0.41% |
| Dic 31, 2025 | $0,10 | USD | ≈0.34% |
| Oct 3, 2025 | $0,10 | USD | ≈0.31% |
| Jul 3, 2025 | $0,10 | USD | ≈0.27% |
| Abr 4, 2025 | $0,08 | USD | ≈0.30% |
| Dic 31, 2024 | $0,08 | USD | ≈0.25% |
| Sep 27, 2024 | $0,08 | USD | ≈0.26% |
| Jun 28, 2024 | $0,08 | USD | ≈0.28% |
| Mar 27, 2024 | $0,06 | USD | ≈0.22% |
| Dic 28, 2023 | $0,06 | USD | ≈0.26% |
| Sep 28, 2023 | $0,06 | USD | ≈0.31% |
| Jun 29, 2023 | $0,06 | USD | ≈0.32% |
| Mar 30, 2023 | $0,05 | USD | ≈0.34% |
| Dic 29, 2022 | $0,05 | USD | ≈0.31% |
| Sep 29, 2022 | $0,05 | USD | ≈0.30% |
| Jun 30, 2022 | $0,05 | USD | ≈0.11% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-1.4%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $1.33 | $1.40 | -5.3% |
| 31 de marzo de 2026 | $1.31 | $1.37 | -4.3% | |
| 31 de diciembre de 2025 | $1.35 | $1.37 | -1.3% | |
| 30 de septiembre de 2025 | $1.32 | $1.30 | 1.8% | |
| 30 de junio de 2025 | $1.36 | $1.38 | -1.6% | |
| 31 de marzo de 2025 | $1.25 | $1.22 | 2.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $2.84B | $2.74B | $2.77B | $2.59B | $2.43B | $1.95B | |
| Cost of Revenue | $1.79B | $1.70B | $1.76B | $1.71B | $1.59B | $1.27B | |
| Gross Profit | $1.05B | $1.04B | $1.02B | $886M | $838M | $682M | |
| R&D Expense | $44M | $39M | $39M | $36M | $40M | $35M | |
| SG&A Expense | $608M | $580M | $587M | $533M | $513M | $459M | |
| Operating Expenses | $145M | $162M | $169M | $141M | · | · | |
| Operating Income | $412M | $447M | $404M | $329M | $306M | $202M | |
| Interest Income | · | · | $9M | $700.0K | · | · | |
| Pretax Income | $328M | $370M | $319M | $300M | $319M | $206M | |
| Income Tax | $69M | $77M | $96M | $69M | $80M | $46M | |
| Net Income | $227M | $265M | $205M | $224M | $235M | $157M | |
| EPS (Basic) | $3.71 | $4.36 | $3.39 | $3.70 | $3.92 | $2.62 | |
| EPS (Diluted) | $3.67 | $4.31 | $3.36 | $3.69 | $3.92 | $2.62 | |
| Shares (Basic) | 60,680,448 | 60,427,743 | 60,233,623 | 60,054,930 | 60,034,311 | 60,034,311 | |
| Shares (Diluted) | 61,266,294 | 61,102,063 | 60,655,746 | 60,153,059 | 60,034,311 | 60,034,311 | |
| EBITDA | $496M | $515M | $479M | $395M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $186M | $249M | $102M | $72M | $41M | · | |
| Receivables | $451M | $370M | $385M | $374M | $383M | · | |
| Inventory | $482M | $404M | $393M | $417M | $420M | · | |
| Prepaid Expense | $66M | $56M | $62M | $57M | $52M | · | |
| Other Current Assets | $77M | $69M | $56M | $69M | $67M | · | |
| Current Assets | $1.26B | $1.15B | $998M | $989M | $964M | · | |
| PP&E (Net) | $382M | $298M | $294M | $284M | $286M | · | |
| PP&E (Gross) | $744M | $600M | $588M | $563M | $551M | · | |
| Accum. Depreciation | $362M | $301M | $294M | $279M | $265M | · | |
| Goodwill | $1.95B | $1.65B | $1.59B | $1.53B | $1.53B | $1.55B | |
| Intangibles | $673M | $488M | $500M | $517M | $521M | · | |
| Other Non-current Assets | $386M | $357M | $353M | $342M | $49M | · | |
| Total Assets | $4.77B | $4.03B | $3.83B | $3.75B | $3.46B | · | |
| Accounts Payable | $360M | $318M | $307M | $316M | $345M | · | |
| Accrued Liabilities | $302M | $299M | $313M | $285M | $251M | · | |
| Current Liabilities | $665M | $632M | $620M | $602M | $597M | · | |
| Capital Leases | $88M | $66M | $77M | $76M | $89M | · | |
| Deferred Tax | $183M | $152M | $145M | $162M | $204M | · | |
| Other Non-current Liabilities | $657M | $533M | $543M | $545M | $363M | · | |
| Total Liabilities | $2.55B | $2.23B | $2.18B | $2.37B | $960M | · | |
| Long-term Debt | $1.23B | $1.06B | $1.02B | $1.22B | · | · | |
| Total Debt | $1.23B | $1.08B | $1.02B | $1.22B | · | · | |
| Common Stock | $61.0K | $61.0K | $60.0K | $60.0K | $0 | · | |
| Paid-in Capital | $1.90B | $1.90B | $1.88B | $1.87B | $0 | · | |
| Retained Earnings | $801M | $597M | $351M | $159M | $0 | · | |
| AOCI | $-540M | $-730M | $-624M | $-675M | $-461M | · | |
| Stockholders' Equity | $2.17B | $1.77B | $1.61B | $1.35B | $2.46B | · | |
| Liabilities + Equity | $4.77B | $4.03B | $3.83B | $3.75B | $3.46B | · | |
| Shares Outstanding | 60,721,079 | 60,517,574 | 60,295,634,000 | 60,094,725,000 | 0 | 0 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $84M | $67M | $75M | $66M | $76M | $77M | |
| Stock-based Comp | $17M | $20M | $16M | $13M | $6M | $6M | |
| Deferred Tax | $-32M | $235.0K | $-25M | $-20M | $-9M | $-14M | |
| Amort. of Intangibles | $43M | $36M | $40M | $36M | $42M | $42M | |
| Restructuring | $28M | $10M | $24M | $23M | $19M | $22M | |
| Other Non-cash | $-36M | $3M | $59M | $-68M | · | · | |
| Operating Cash Flow | $261M | $355M | $330M | $214M | $251M | $309M | |
| CapEx | $47M | $52M | $48M | $40M | $36M | $40M | |
| Investing Cash Flow | $-480M | $-206M | $-62M | $-184M | $-35M | $-35M | |
| Dividends Paid | $22M | $17M | $13M | $6M | $0 | $0 | |
| Financing Cash Flow | $114M | $32M | $-220M | $8M | $-222M | $-326M | |
| Net Change in Cash | $-63M | $147M | $30M | $31M | $-8M | $-56M | |
| Taxes Paid | $93M | $95M | $133M | $86M | $0 | $0 | |
| Free Cash Flow | $213M | $304M | $282M | $174M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Gross Margin | 36.9% | 37.9% | 36.6% | 34.1% | · | · | |
| Operating Margin | 14.5% | 16.3% | 14.6% | 12.7% | · | · | |
| Net Margin | 8.0% | 9.7% | 7.4% | 8.6% | · | · | |
| Pretax Margin | 11.6% | 13.5% | 11.5% | 11.6% | · | · | |
| EBITDA Margin | 17.5% | 18.8% | 17.3% | 15.2% | · | · | |
| ROA | 5.1% | 6.7% | 5.4% | 6.2% | · | · | |
| ROE | 11.5% | 15.7% | 13.9% | 11.7% | · | · | |
| ROIC | 9.6% | 12.4% | 10.8% | 9.9% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.6 | 1.6 | · | · | |
| Quick Ratio | 1.0 | 1.0 | 0.8 | 0.7 | · | · | |
| Debt / Equity | 0.6 | 0.6 | 0.6 | 0.9 | · | · | |
| LT Debt / Equity | 0.6 | 0.6 | 0.6 | 0.9 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.7 | 0.7 | · | · | |
| Inventory Turnover | 4.1 | 4.3 | 4.3 | 4.1 | · | · | |
| Receivables Turnover | 6.9 | 7.3 | 7.3 | 6.8 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $35.67 | $29.23 | $26.66 | $22.47 | · | · | |
| Revenue / Share | $46.40 | $44.86 | $45.75 | $0.04 | · | · | |
| Cash Flow / Share | $4.25 | $5.82 | $5.45 | $0.00 | · | · | |
| Cash / Share | $3.06 | $4.12 | $1.69 | $1.20 | · | · | |
| Dividend / Share | $0.38 | $0.30 | $0.23 | $0.15 | · | · | |
| EPS (TTM) | $3.67 | $4.31 | $3.36 | $3.69 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | -1.2% | 7.0% | 6.8% | 24.5% | · | |
| Revenue CAGR 3Y | 3.1% | 4.1% | 12.5% | · | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | · | · | |
| EPS YoY | -14.8% | 28.3% | -8.9% | -5.9% | 49.6% | · | |
| EPS CAGR 3Y | -0.18% | 3.2% | 8.6% | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | |
| Net Income YoY | -14.4% | 29.0% | -8.2% | -4.8% | 49.4% | · | |
| Net Income CAGR 3Y | 0.45% | 4.0% | 9.2% | · | · | · | |
| Net Income CAGR 5Y | 7.6% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.84B | $2.74B | $2.77B | $2.59B | · | · | |
| Net Income TTM | $227M | $265M | $205M | $224M | · | · | |
| Market Cap | $6.78B | $7.26B | $5.22B | $2.82B | · | · | |
| Enterprise Value | $7.83B | $8.08B | $6.14B | $3.97B | · | · | |
| P/E | 30.4 | 27.8 | 25.8 | 12.7 | · | · | |
| P/S | 2.4 | 2.6 | 1.9 | 1.1 | · | · | |
| P/B | 3.1 | 4.1 | 3.2 | 2.1 | · | · | |
| P / Cash Flow | 26.0 | 20.4 | 15.8 | 13.2 | · | · | |
| P / FCF | 31.8 | 23.9 | 18.5 | 16.2 | · | · | |
| EV / EBITDA | 15.8 | 15.7 | 12.8 | 10.0 | · | · | |
| EV / FCF | 36.7 | 26.6 | 21.7 | 22.8 | · | · | |
| EV / Revenue | 2.8 | 2.9 | 2.2 | 1.5 | · | · | |
| Dividend Yield | 0.32% | 0.23% | 0.26% | 0.21% | · | · | |
| Earnings Yield | 3.3% | 3.6% | 3.9% | 7.9% | · | · | |
| Payout Ratio | 9.7% | 6.4% | 6.5% | 2.7% | · | · | |
| Annual Payout | $22M | $17M | $13M | $6M | · | · |
Estado de resultados
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $808M | $746M | $721M | $716M | $678M | $671M | $673M | $707M | $690M | $689M | $681M | $720M | $684M | $664M | $620M | |
| Cost of Revenue | $500M | $470M | $463M | $450M | $423M | $412M | $419M | $437M | $435M | $435M | $431M | $456M | $437M | $440M | $411M | |
| Gross Profit | $307M | $275M | $258M | $266M | $255M | $258M | $254M | $270M | $255M | $255M | $250M | $264M | $247M | $224M | $209M | |
| R&D Expense | $13M | $12M | $13M | $10M | $10M | $10M | $9M | $10M | $10M | $11M | $9M | $10M | $10M | $9M | $8M | |
| SG&A Expense | $210M | $174M | $154M | $156M | $141M | $145M | $146M | $146M | $142M | $145M | $145M | $150M | $147M | $139M | $122M | |
| Operating Expenses | $39M | $35M | $29M | $34M | $44M | $35M | $43M | $40M | $44M | · | · | · | · | · | · | |
| Operating Income | $79M | $90M | $87M | $109M | $110M | $111M | $106M | $119M | $111M | $104M | $101M | $109M | $91M | $79M | $81M | |
| Pretax Income | $48M | $65M | $64M | $88M | $93M | $96M | $89M | $103M | $81M | $77M | $81M | $90M | $71M | $66M | $72M | |
| Income Tax | $12M | $13M | $13M | $18M | $20M | $23M | $18M | $18M | $19M | $18M | $20M | $21M | $37M | $6M | $18M | |
| Net Income | $32M | $48M | $38M | $67M | $67M | $54M | $68M | $83M | $60M | · | $58M | $66M | $32M | · | $52M | |
| EPS (Basic) | $0.50 | $0.78 | $0.60 | $1.10 | $1.10 | $0.89 | $1.12 | $1.36 | $0.99 | $0.84 | $0.95 | $1.08 | $0.52 | $1.00 | $0.86 | |
| EPS (Diluted) | $0.50 | $0.78 | $0.60 | $1.09 | $1.10 | $0.87 | $1.11 | $1.35 | $0.98 | $0.83 | $0.94 | $1.07 | $0.52 | $1.00 | $0.86 | |
| Shares (Basic) | 61,333,967 | 60,781,212 | · | 60,739,891 | 60,562,584 | · | 60,439,818 | 60,432,230 | 60,346,121 | · | 60,265,516 | 60,237,955 | 60,146,348 | · | 60,063,553 | |
| Shares (Diluted) | 61,630,600 | 61,265,828 | · | 61,312,744 | 61,281,118 | · | 61,086,129 | 61,078,456 | 60,987,957 | · | 60,730,713 | 60,561,339 | 60,486,226 | · | 60,163,221 | |
| EBITDA | $107M | $114M | · | $128M | $127M | · | $106M | $119M | $111M | · | $101M | $109M | $91M | · | $81M |
Balance general
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $217M | $1.00B | $186M | $258M | $291M | $249M | $254M | $228M | $76M | · | $83M | $74M | $82M | · | $61M | |
| Receivables | $554M | $488M | $451M | $456M | $415M | $370M | $421M | $431M | $430M | · | $388M | $413M | $404M | · | $360M | |
| Inventory | $582M | $521M | $482M | $474M | $451M | $404M | $423M | $427M | $406M | · | $426M | $447M | $448M | · | $447M | |
| Prepaid Expense | $84M | $79M | $66M | $67M | $57M | $56M | $59M | $63M | $60M | · | $63M | $69M | $56M | · | $53M | |
| Other Current Assets | $91M | $77M | $77M | $81M | $72M | $69M | $66M | $63M | $70M | · | $70M | $68M | $70M | · | $68M | |
| Current Assets | $1.53B | $2.17B | $1.26B | $1.34B | $1.29B | $1.15B | $1.22B | $1.21B | $1.04B | · | $1.03B | $1.07B | $1.06B | · | $988M | |
| PP&E (Net) | $390M | $377M | $382M | $327M | $307M | $298M | $296M | $287M | $290M | · | $276M | $282M | $284M | · | $265M | |
| PP&E (Gross) | · | · | $744M | · | · | $600M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $362M | · | · | $301M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.75B | $1.93B | $1.95B | $1.79B | $1.68B | $1.65B | $1.67B | $1.58B | $1.59B | $1.59B | $1.55B | $1.59B | $1.56B | $1.53B | $1.40B | |
| Intangibles | $1.37B | $656M | $673M | $542M | $503M | $488M | $500M | $477M | $484M | · | $491M | $505M | $518M | · | $452M | |
| Other Non-current Assets | $383M | $384M | $386M | $349M | $350M | $357M | $305M | $317M | $329M | · | $313M | $323M | $325M | · | $345M | |
| Total Assets | $6.56B | $5.62B | $4.77B | $4.43B | $4.22B | $4.03B | $4.08B | $3.97B | $3.83B | · | $3.76B | $3.86B | $3.85B | · | $3.54B | |
| Accounts Payable | $407M | $399M | $360M | $370M | $350M | $318M | $320M | $350M | $338M | · | $303M | $333M | $355M | · | $320M | |
| Accrued Liabilities | $366M | $328M | $302M | $295M | $305M | $299M | $317M | $301M | $293M | · | $308M | $285M | $275M | · | $290M | |
| Current Liabilities | $779M | $730M | $665M | $686M | $672M | $632M | $637M | $651M | $631M | · | $610M | $618M | $630M | · | $611M | |
| Capital Leases | $116M | $82M | $88M | $65M | $63M | $66M | $70M | $70M | $74M | · | $75M | $78M | $78M | · | $72M | |
| Deferred Tax | $329M | $176M | $183M | $158M | $151M | $152M | $133M | $130M | $144M | · | $172M | $172M | $170M | · | $170M | |
| Other Non-current Liabilities | $808M | $627M | $657M | $575M | $539M | $533M | $490M | $487M | $521M | · | $515M | $539M | $544M | · | $549M | |
| Total Liabilities | $3.98B | $3.39B | $2.55B | $2.32B | $2.27B | $2.23B | $2.21B | $2.22B | $2.15B | · | $2.21B | $2.32B | $2.39B | · | $2.29B | |
| Long-term Debt | $2.39B | $2.03B | $1.23B | $1.06B | $1.06B | $1.08B | $1.08B | $1.08B | $993M | · | $1.09B | $1.16B | $1.22B | · | · | |
| Total Debt | · | · | · | · | · | · | $1.08B | $1.08B | $993M | · | $1.09B | $1.16B | $1.22B | · | $1.13B | |
| Common Stock | $62.0K | $61.0K | $61.0K | $61.0K | $61.0K | $61.0K | $60.0K | $60.0K | $60.0K | · | $60.0K | $60.0K | $60.0K | · | $60.0K | |
| Paid-in Capital | $2.05B | $1.91B | $1.90B | $1.90B | $1.90B | $1.90B | $1.89B | $1.89B | $1.88B | · | $1.88B | $1.87B | $1.87B | · | $1.86B | |
| Retained Earnings | $866M | $842M | $801M | $720M | $660M | $597M | $548M | $485M | $407M | · | $304M | $250M | $188M | · | $102M | |
| AOCI | $-548M | $-557M | $-540M | $-550M | $-652M | $-730M | $-605M | $-663M | $-648M | · | $-680M | $-617M | $-637M | · | $-750M | |
| Stockholders' Equity | $2.54B | $2.19B | $2.17B | $2.07B | $1.91B | $1.77B | $1.84B | $1.71B | $1.64B | · | $1.50B | $1.51B | $1.42B | · | $1.21B | |
| Liabilities + Equity | $6.56B | $5.62B | $4.77B | $4.43B | $4.22B | $4.03B | $4.08B | $3.97B | $3.83B | · | $3.76B | $3.86B | $3.85B | · | $3.54B | |
| Shares Outstanding | 62,167,669 | 60,881,557 | 60,721,079 | 60,517,574 | 60,517,574 | 60,517,574 | 60,444,246 | 60,438,838 | 60,424,421 | 60,295,634,000 | 60,271,072 | 60,259,369 | 60,222,263 | 60,094,725,000 | 60,076,559 |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $28M | $24M | $25M | $19M | $17M | $17M | $17M | $17M | $16M | $18M | $18M | $18M | $22M | $17M | $16M | |
| Stock-based Comp | · | $4M | $4M | · | $5M | $5M | $5M | $6M | $4M | $5M | $4M | $4M | $3M | $3M | $4M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $13M | $7M | |
| Restructuring | $18M | $10M | $18M | $1M | $4M | $2M | $2M | $5M | $2M | $6M | $3M | $5M | $9M | $6M | $7M | |
| Other Non-cash | · | $-29M | · | · | $-55M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | · | $47M | $97M | · | $35M | $127M | $101M | $83M | $44M | $122M | $107M | $63M | $38M | $91M | $80M | |
| CapEx | · | $14M | $20M | · | $7M | $25M | $11M | $9M | $7M | $19M | $12M | $9M | $8M | $18M | $8M | |
| Investing Cash Flow | · | $-13M | $-18M | · | $-3M | $-91M | $-77M | $-10M | $-27M | $-20M | $-9M | $-8M | $-26M | $-167M | $-7M | |
| Dividends Paid | · | $6M | $6M | · | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | · | $786M | $-114M | · | $-13M | $-9M | $-6M | $80M | $-34M | $-78M | $-74M | $-61M | $-7M | $80M | $-53M | |
| Net Change in Cash | · | $819M | $-32M | · | $42M | $-4M | $25M | $152M | $-26M | $19M | $8M | $-8M | $10M | $11M | $7M | |
| Free Cash Flow | · | $33M | · | · | $28M | · | · | · | $37M | · | · | · | $30M | · | · |
Rentabilidad
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.0% | 36.9% | · | 37.2% | 37.6% | · | 37.7% | 38.2% | 37.0% | · | 36.7% | 36.6% | 36.2% | · | 33.8% | |
| Operating Margin | 9.8% | 12.1% | · | 15.2% | 16.2% | · | 15.8% | 16.9% | 16.0% | · | 14.8% | 15.1% | 13.2% | · | 13.1% | |
| Net Margin | 4.0% | 6.4% | · | 9.3% | 9.9% | · | 10.1% | 11.7% | 8.7% | · | 8.5% | 9.1% | 4.7% | · | 8.4% | |
| Pretax Margin | 6.0% | 8.7% | · | 12.3% | 13.7% | · | 13.2% | 14.6% | 11.8% | · | 11.8% | 12.5% | 10.4% | · | 11.6% | |
| EBITDA Margin | 13.2% | 15.3% | · | 17.9% | 18.8% | · | 15.8% | 16.9% | 16.0% | · | 14.8% | 15.1% | 13.2% | · | 13.1% | |
| ROA | · | · | · | · | · | · | 1.7% | 2.1% | 1.6% | · | 1.6% | 1.7% | 0.84% | · | 3.0% | |
| ROE | · | · | · | · | · | · | 4.1% | 5.2% | 3.9% | · | 4.2% | 4.8% | 1.6% | · | 8.7% | |
| ROIC | · | · | · | · | · | · | 2.9% | 3.5% | 3.2% | · | 2.9% | 3.1% | 1.7% | · | 2.6% |
Liquidez y Solvencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | 1.9 | 1.9 | 1.7 | · | 1.7 | 1.7 | 1.7 | · | 1.6 | |
| Quick Ratio | · | · | · | · | · | · | 1.1 | 1.0 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.7 | |
| Debt / Equity | · | · | · | · | · | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.8 | 0.9 | · | 0.9 | |
| LT Debt / Equity | · | · | · | · | · | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.8 | 0.9 | · | 0.9 |
Eficiencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.4 | |
| Inventory Turnover | · | · | · | · | · | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.8 | |
| Receivables Turnover | · | · | · | · | · | · | 1.7 | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.7 | · | 3.4 |
Por Acción
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | $30.39 | $28.26 | $27.15 | · | $24.90 | $25.00 | $23.57 | · | $20.13 | |
| Revenue / Share | $13.10 | $12.17 | · | $11.67 | $11.07 | · | $11.02 | $11.58 | $11.31 | · | $11.21 | $11.90 | $11.31 | · | $10.31 | |
| Cash Flow / Share | · | $0.77 | · | · | $0.58 | · | · | · | $0.73 | · | · | · | $0.63 | · | · | |
| Cash / Share | · | · | · | · | · | · | $4.20 | $3.78 | $1.27 | · | $1.37 | $1.24 | $1.36 | · | $1.01 | |
| Dividend / Share | $0.12 | $0.10 | · | $0.10 | $0.08 | $0.08 | $0.08 | $0.08 | $0.06 | $0.06 | $0.06 | $0.06 | $0.05 | · | · | |
| EPS (TTM) | $2.78 | $3.37 | · | $4.17 | $4.43 | · | $4.27 | $4.10 | $3.82 | · | $3.53 | $3.45 | $3.29 | · | $3.36 |
Valoración (TTM)
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.00B | $2.91B | · | $2.74B | $2.73B | · | $2.76B | $2.77B | $2.78B | · | $2.75B | $2.69B | $2.63B | · | $2.55B | |
| Net Income TTM | $173M | $207M | · | $256M | $272M | · | · | · | · | · | · | · | · | · | · | |
| Market Cap | · | · | · | · | · | · | $6.44B | $5.71B | $6.68B | · | $4.23B | $4.01B | $3.56B | · | $2.00B | |
| Enterprise Value | · | · | · | · | · | · | $7.26B | $6.56B | $7.60B | · | $5.24B | $5.09B | $4.69B | · | $3.08B | |
| P/E | 33.4 | 29.2 | · | 30.1 | 24.2 | · | 24.9 | 23.0 | 28.9 | · | 19.9 | 19.3 | 18.0 | · | 9.9 | |
| P/S | · | 2.1 | · | · | · | · | 2.3 | 2.1 | 2.4 | · | 1.5 | 1.5 | 1.4 | · | 0.8 | |
| P/B | · | · | · | · | · | · | 3.5 | 3.3 | 4.1 | · | 2.8 | 2.7 | 2.5 | · | 1.7 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 150.2 | · | · | · | 93.4 | · | · | |
| EV / Revenue | · | 2.4 | · | · | · | · | 2.6 | 2.4 | 2.7 | · | 1.9 | 1.9 | 1.8 | · | 1.2 | |
| Dividend Yield | · | · | · | · | · | · | 0.25% | 0.26% | 0.21% | · | 0.30% | 0.30% | · | · | · | |
| Earnings Yield | 3.0% | 3.4% | · | 3.3% | 4.1% | · | 4.0% | 4.3% | 3.5% | · | 5.0% | 5.2% | 5.6% | · | 10.1% | |
| Payout Ratio | · | 12.8% | · | · | 7.2% | · | · | · | 6.1% | · | · | · | 9.5% | · | · | |
| Annual Payout | · | · | · | $18M | $18M | · | $16M | $15M | $14M | · | $13M | $12M | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.84B | $2.74B | $2.77B | $2.59B | $2.43B |
| Margen Bruto % | 36.9% | 37.9% | 36.6% | 34.1% | · |
| Margen Operativo % | 14.5% | 16.3% | 14.6% | 12.7% | · |
| Beneficio neto | $227M | $265M | $205M | $224M | $235M |
| EPS Diluido | $3.67 | $4.31 | $3.36 | $3.69 | $3.92 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.6 | 0.6 | 0.6 | 0.9 | · |
| Ratio corriente | 1.9 | 1.8 | 1.6 | 1.6 | · |
| Ratio Rápido | 1.0 | 1.0 | 0.8 | 0.7 | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $213M | $304M | $282M | $174M | · |
Propietarios institucionales (13F) 373 declarantes · $5.4B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
373
Valor en tenencia
$5.4B
Nuevas posiciones
60
Posiciones cerradas
58
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 60 (-10 vs trimestre anterior) | 58 (+9 vs trimestre anterior) | 129 (-7 vs trimestre anterior) | 107 (+3 vs trimestre anterior) | +8.3M |
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 GROUP INC | $604 005 802 | 5 406 425 | 11,26% | Acciones |
| BlackRock, Inc. | $524 532 608 | 5 318 185 | 9,78% | Acciones |
| Invesco Ltd. | $273 251 654 | 2 770 472 | 5,09% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $257 374 689 | 2 609 497 | 4,80% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $244 137 064 | 2 475 282 | 4,55% | Acciones |
| FIL Ltd | $230 955 263 | 2 341 633 | 4,30% | Acciones |
| Capital Research Global Investors | $183 725 005 | 1 862 770 | 3,42% | Acciones |
| STATE STREET CORP | $179 815 611 | 1 823 249 | 3,35% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $151 914 956 | 1 540 251 | 2,83% | Acciones |
| FMR LLC | $151 863 709 | 1 539 732 | 2,83% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $143 613 169 | 1 456 101 | 2,68% | Acciones |
| JPMORGAN CHASE & CO | $138 505 972 | 1 407 064 | 2,58% | Acciones |
| COOKE & BIELER LP | $125 233 174 | 1 269 727 | 2,33% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $107 687 135 | 1 091 567 | 2,01% | Acciones |
| Bank of New York Mellon Corp | $94 210 141 | 955 188 | 1,76% | Acciones |
| ROYCE & ASSOCIATES LP | $85 396 418 | 865 826 | 1,59% | Acciones |
| DAVENPORT & Co LLC | $78 487 442 | 797 757 | 1,46% | Acciones |
| Champlain Investment Partners, LLC | $74 571 973 | 756 078 | 1,39% | Acciones |
| NORGES BANK | $66 798 154 | 677 260 | 1,24% | Acciones |
| TimesSquare Capital Management, LLC | $65 524 654 | 677 888 | 1,22% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $53 286 041 | 540 262 | 0,99% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52 827 215 | 535 610 | 0,98% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $51 843 183 | 525 633 | 0,97% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $49 673 224 | 503 632 | 0,93% | Acciones |
| AMERIPRISE FINANCIAL INC | $48 200 974 | 488 705 | 0,90% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $47 622 510 | 482 840 | 0,89% | Acciones |
| NORTHERN TRUST CORP | $46 343 772 | 469 875 | 0,86% | Acciones |
| SG Capital Management LLC | $44 788 475 | 454 106 | 0,83% | Acciones |
| TD Asset Management Inc | $40 723 341 | 412 890 | 0,76% | Acciones |
| Ceredex Value Advisors LLC | $36 547 347 | 370 550 | 0,68% | Acciones |
| Boston Partners | $36 036 172 | 368 180 | 0,67% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $35 837 802 | 363 356 | 0,67% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $35 341 398 | 358 323 | 0,66% | Acciones |
| Cannell & Spears LLC | $34 914 428 | 353 994 | 0,65% | Acciones |
| MORGAN STANLEY | $34 766 846 | 352 497 | 0,65% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $34 761 157 | 352 440 | 0,65% | Acciones |
| Caption Management, LLC | $34 520 500 | 350 000 | 0,64% | Opción de compra |
| Caption Management, LLC | $34 520 500 | 350 000 | 0,64% | Opción de venta |
| SG Capital Management LLC | $34 520 500 | 350 000 | 0,64% | Opción de venta |
| FIRST TRUST ADVISORS LP | $33 265 364 | 337 277 | 0,62% | Acciones |
| UBS Group AG | $32 871 308 | 333 279 | 0,61% | Acciones |
| GOLDMAN SACHS GROUP INC | $29 193 003 | 295 985 | 0,54% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $27 142 082 | 275 190 | 0,51% | Acciones |
| J. Goldman & Co LP | $24 048 164 | 243 822 | 0,45% | Acciones |
| Daiwa Securities Group Inc. | $23 771 408 | 241 016 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $22 938 182 | 232 568 | 0,43% | Acciones |
| Boston Trust Walden Corp | $22 815 190 | 231 321 | 0,43% | Acciones |
| Medina Value Partners, LLC | $22 234 753 | 225 436 | 0,41% | Acciones |
| SCHWARTZ INVESTMENT COUNSEL INC | $16 918 004 | 171 530 | 0,32% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $15 376 417 | 155 900 | 0,29% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Mitchell P. Rales ×3 presentaciones | 2 de junio de 2026 | 7,10% | Enmienda | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 23 insiders · 13 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Shyam Kambeyanda | President and CEO | 10 de junio de 2026 A | 124 944 | 0 | 6 | $-7 353 784 |
| Brent R. Jones | EVP, Chief Financial Officer | 10 de junio de 2026 A | · | 0 | 0 | $0 |
| Kevin J Johnson | Chief Financial Officer | 9 de marzo de 2026 M | 32 561 | 0 | 1 | $-470 362 |
| Olivier Biebuyck | President, Fab Tech | 12 de mayo de 2026 M | 20 556 | 0 | 0 | $0 |
| Eleanor Lukens | President, Americas | 10 de marzo de 2025 M | 7 359 | 0 | 0 | $0 |
| Mitchell P. Rales | Executive Chair of Board | 30 de septiembre de 2026 A | 17 324 | 0 | 0 | $0 |
| Ranjana N Bhagwakar | EVP, Business Operations | 15 de julio de 2026 A | · | 0 | 0 | $0 |
| Michele Campion | Chief Human Resources Officer | 10 de junio de 2026 A | 15 206 | 0 | 2 | $-624 922 |
| Curtis E Jewell | SVP, General Counsel | 10 de junio de 2026 A | 19 639 | 0 | 0 | $0 |
| Julie Han | Controller, PAO | 1 de abril de 2026 A | · | 0 | 0 | $0 |
| Renato Negro | Controller, PAO | 9 de marzo de 2026 M | 9 475 | 0 | 0 | $0 |
| Vusa Mlingo | SVP, Strategy & Business Dev. | 12 de mayo de 2025 M | 11 675 | 0 | 0 | $0 |
| Larry Coble | SVP, EBX & Supply Chain | 5 de abril de 2022 A | 4 438 | 0 | 0 | $0 |
| Sebastien Martin | Consejero | 1 de octubre de 2026 M | 198 | 0 | 0 | $0 |
| Didier P Teirlinck | Consejero | 30 de septiembre de 2026 A | 3 367 | 0 | 0 | $0 |
| Robert S Lutz | Consejero | 30 de septiembre de 2026 A | · | 0 | 0 | $0 |
| Melissa Cummings | Consejero | 1 de junio de 2026 M | 637 | 0 | 0 | $0 |
| Rajiv Vinnakota | Consejero | 1 de junio de 2026 M | 9 379 | 0 | 1 | $-318 654 |
| Stephanie M Phillipps | Consejero | 8 de mayo de 2026 A | 969 | 0 | 0 | $0 |
| Patrick W Allender | Consejero | 31 de marzo de 2026 A | 3 184 | 0 | 0 | $0 |
| Christopher M Hix | Consejero | 28 de marzo de 2024 A | 33 863 | 0 | 0 | $0 |
| Colfax CORP | Propietario del 10% | 18 de noviembre de 2022 J | 0 | 0 | 0 | $0 |
| Rhonda L Jordan | · | 7 de agosto de 2026 M | 0 | 0 | 1 | $-95 000 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 60 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 |
|---|---|---|---|---|
| GTOS · Invesco Actively Managed Exchange-T… | 0,61% | 722 000 | 2 de octubre de 2026 | Diario |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,39% | 33 704 NS | 31 de julio de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,19% | 20 355 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,18% | 27 524 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,15% | 92 604 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,14% | 6 332 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,13% | 20 887 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,13% | 24 846 SH | 19 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,13% | 7 889 SH | 2 de octubre de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,12% | 3 285 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,12% | 842 325 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,11% | 21 577 SH | 2 de octubre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,11% | 198 011 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 8 209 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 25 103 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,11% | 841 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 28 571 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,07% | 1 326 802 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,07% | 66 614 SH | 19 de agosto de 2026 | Diario |
| GTO · Invesco Actively Managed Exchange-T… | 0,07% | 2 220 000 | 2 de octubre de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,07% | 17 984 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,07% | 9 325 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 656 618 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,05% | 30 298 SH | 11 de septiembre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,05% | 89 315 NS | 31 de julio de 2026 | N-PORT |
| IYJ · iShares Trust | 0,05% | 13 477 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 5 072 SH | 2 de octubre de 2026 | Diario |
| IWS · iShares Trust | 0,04% | 86 207 SH | 11 de septiembre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,04% | 727 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 3 509 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,03% | 234 656 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,03% | 51 823 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1 519 NS | 31 de julio de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 34 419 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,02% | 103 118 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 004 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 4 513 NS | 31 de julio de 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 126 673 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 835 080 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 9 569 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 801 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 14 156 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 2 337 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 10 284 SH | 2 de octubre de 2026 | Diario |
| IUSV · iShares Trust | 0,01% | 27 469 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 16 507 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 39 428 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 15 545 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 73 606 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,00% | 22 298 SH | 11 de septiembre de 2026 | Diario |
| NEAR · iShares U.S. ETF Trust | 0,00% | 157 000 SH | 9 de septiembre de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,00% | 1 372 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 45 161 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 2 007 792 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 146 662 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 163 206 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 7 810 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 2 573 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 6 121 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 51 289 SH | 11 de septiembre de 2026 | Diario |
ESAB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 18 analistas
COMPRA
Objetivo mediano
$128.00
+79,6%
7 38,9%
Compra fuerte
8 44,4%
Compra
3 16,7%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
11 analistas · 2026-10-04Objetivo medio $126.91 +78,1%
← Por Debajo de Todos los Objetivos
Precio Actual $71.25
Mín$100.00
Media$126.91
Máx$145.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
| ESE | · | 18.3 | 19.2% | 27.3% | 21.5% | · |
| NPO | $4.52B | 112.1 | 9.0% | 3.5% | 2.7% | 42.6% |
| JBTM | $7.83B | -153.7 | 121.3% | -1.3% | -1.1% | · |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | · |
| MIDD | · | -28.3 | 1.6% | -8.7% | -8.7% | 39.1% |
| FELE | $4.22B | 29.7 | 5.4% | 6.9% | 11.4% | 35.5% |
| CECO | $2.13B | 43.7 | 0.00% | 6.7% | 17.7% | 35.9% |
| ALH | $4.02B | 36.3 | 13.3% | 5.9% | 94.4% | 37.6% |
| SXI | $4.31B | 41.3 | 12.8% | 11.7% | 14.4% | 41.7% |
| MWA | $3.99B | 20.9 | 8.8% | 13.4% | 20.7% | 36.1% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 6, 2026