HAYW Hayward Holdings, Inc. Common Stock
NYSE · Building · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 29, 2026
$12,40
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$12,02mínimo 52 semanas
$17,73máximo 52 semanas
Capitalización Bursátil (MRQ)
$2.65B
P/E (TTM)
16.8
BPA (TTM)
$0.74
Ingresos (TTM)
$1.17B
tus insignias
Rango 52S
$12–$18
Calificación del Analista
HOLD
Precio Objetivo
$18
P/E
16.8
ROE
10.4%
Margen de Beneficio Neto
13.8%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
HAYW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$12.40
Capitalización Bursátil (MRQ)
$2.65B
P/E (TTM)
16.8
BPA (TTM)
$0.74
Ingresos (TTM)
$1.17B
ROE (TTM)
10.4%
Rango 52S
$12–$18
HAYW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.12B2019-12-31 → 2025-12-31
BPA$0.682019-12-31 → 2025-12-31
Flujo de caja libre$227M2021-12-31 → 2025-12-31
Margen neto13.8%2021-12-31 → 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 | HAYW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 16.8promedio 5A ≈30.7 | ≈30.7 | 21.7 | Valor razonable | |
| P/S (TTM) | 2.3promedio 5A ≈3.0 | ≈3.0 | 1.6 | Sobrevalorado | |
| P/C (MRQ) | 1.7promedio 5A ≈2.5 | ≈2.5 | 2.0 | Valor razonable | |
| Precio / FCF (TTM) | 12.9promedio 5A ≈22.4 | ≈22.4 | · | · | |
| Precio / Flujo de Caja (TTM) | 11.1promedio 5A ≈18.8 | ≈18.8 | 9.9 | Sobrevalorado | |
| PEG Ratio (Ratio PEG) | ≈0.8 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | HAYW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 45.6%promedio 5A ≈47.7% | ≈47.7% | 28.0% | De primer nivel | |
| Margen Operativo (TTM) | 21.1%promedio 5A ≈20.5% | ≈20.5% | 12.4% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 20.8%promedio 5A ≈20.5% | ≈20.5% | 14.8% | De primer nivel | |
| Margen antes de impuestos (TTM) | 16.8%promedio 5A ≈15.3% | ≈15.3% | 9.9% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 13.8%promedio 5A ≈12.2% | ≈12.2% | 6.6% | De primer nivel | |
| ROA (TTM) | 5.2%promedio 5A ≈5.0% | ≈5.0% | 3.1% | De primer nivel | |
| ROE (TTM) | 10.4%promedio 5A ≈10.9% | ≈10.9% | 9.6% | En línea | |
| ROIC | 12.0%promedio 5A ≈14.1% | ≈14.1% | 9.2% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | HAYW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 3.3promedio 5A ≈2.7 | ≈2.7 | 1.9 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 2.3promedio 5A ≈1.7 | ≈1.7 | 0.9 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | HAYW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.7%promedio 5A ≈8.4% | ≈8.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -5.1%promedio 5A ≈-3.3% | ≈-3.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 5.1% | · | · | · | |
| EPS YoY (EPS interanual) | 25.9%promedio 5A ≈34.9% | ≈34.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 27.7%promedio 5A ≈75.7% | ≈75.7% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -4.5%promedio 5A ≈4.3% | ≈4.3% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 22.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -5.5%promedio 5A ≈0.37% | ≈0.37% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 28.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | HAYW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.4 | ≈0.4 | 0.8 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 2.7promedio 5A ≈2.8 | ≈2.8 | 6.0 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.0promedio 5A ≈5.3 | ≈5.3 | 9.4 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$572.5K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
9.8%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.26 | $0.24 | 7.8% |
| 31 de marzo de 2026 | $0.13 | $0.11 | 14.1% | |
| 31 de diciembre de 2025 | $0.29 | $0.29 | 1.1% | |
| 30 de septiembre de 2025 | $0.14 | $0.12 | 15.3% | |
| 30 de junio de 2025 | $0.24 | $0.23 | 4.8% | |
| 31 de marzo de 2025 | $0.10 | $0.09 | 15.3% |
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 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.12B | $1.05B | $992M | $1.31B | $1.40B | $875M | $733M | |
| Cost of Revenue | $583M | $565M | $563M | $717M | $746M | $478M | $410M | |
| Gross Profit | $539M | $487M | $429M | $597M | $656M | $397M | $324M | |
| R&D Expense | $27M | $26M | $25M | $22M | $23M | $20M | $20M | |
| SG&A Expense | $247M | $217M | $186M | $249M | $267M | $195M | $179M | |
| Operating Income | $233M | $209M | $175M | $286M | $318M | $125M | $99M | |
| Interest Expense | · | · | $-7M | $-356.0K | $-38.0K | $-253.0K | $-121.0K | |
| Other Non-op | $2M | $2M | $-551.0K | $51.0K | $2M | $7M | $-2M | |
| Pretax Income | $185M | $144M | $101M | $234M | $260M | $58M | $12M | |
| Income Tax | $33M | $26M | $20M | $55M | $56M | $14M | $4M | |
| Net Income | $152M | $119M | $81M | $179M | $204M | $43M | $9M | |
| EPS (Basic) | $0.70 | $0.55 | $0.38 | $0.82 | $0.52 | $0.25 | $0.05 | |
| EPS (Diluted) | $0.68 | $0.54 | $0.37 | $0.78 | $0.49 | $0.25 | $0.05 | |
| Shares (Basic) | 216,593,972 | 215,028,683 | 213,144,063 | 219,945,024 | 187,688,087 | 1,331,850 | 924,690 | |
| Shares (Diluted) | 222,225,777 | 221,370,188 | 220,688,616 | 229,726,497 | 200,574,232 | 2,468,895 | 2,436,135 | |
| EBITDA | $233M | $209M | $175M | $286M | $318M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $330M | $197M | $178M | $56M | $266M | $115M | · | |
| Short-term Investments | $69M | $0 | $25M | $0 | · | · | · | |
| Receivables | $280M | $279M | $271M | $209M | $208M | $140M | · | |
| Inventory | $211M | $216M | $215M | $284M | $233M | $145M | · | |
| Prepaid Expense | $20M | $20M | $14M | $15M | $12M | $10M | · | |
| Other Current Assets | $41M | $49M | $11M | $21M | $31M | $14M | · | |
| Current Assets | $951M | $767M | $725M | $612M | $751M | $424M | · | |
| PP&E (Net) | $165M | $160M | · | · | · | $142M | · | |
| Accum. Depreciation | · | · | · | · | · | $52M | · | |
| Goodwill | $951M | $944M | $935M | $932M | $924M | $920M | $915M | |
| Intangibles | $1.00B | $1.03B | $1.04B | $1.07B | $1.08B | $1.11B | $1.15B | |
| Other Non-current Assets | $81M | $89M | $91M | $107M | $75M | $6M | · | |
| Total Assets | $3.15B | $2.99B | $2.95B | $2.88B | $2.98B | $2.61B | · | |
| Accounts Payable | $77M | $81M | $69M | $54M | $87M | $70M | · | |
| Short-term Debt | · | $2M | $2M | $3M | $0 | · | · | |
| Current Liabilities | $323M | $313M | $240M | $232M | $304M | $219M | · | |
| Capital Leases | $51M | $55M | $59M | $65M | $62M | · | · | |
| Deferred Tax | $227M | $239M | $249M | $264M | $262M | $274M | · | |
| Other Non-current Liabilities | $64M | $64M | $67M | $70M | $70M | $11M | · | |
| Total Liabilities | $1.56B | $1.57B | $1.63B | $1.65B | $1.61B | $1.80B | · | |
| Long-term Debt | $960M | $971M | $1.11B | $1.11B | $995M | · | · | |
| Total Debt | · | $2M | $2M | $3M | · | · | · | |
| Common Stock | $247.0K | $245.0K | $243.0K | $241.0K | $238.0K | $3.0K | · | |
| Paid-in Capital | $1.11B | $1.09B | $1.08B | $1.07B | $1.06B | $10M | · | |
| Retained Earnings | $851M | $700M | $581M | $500M | $321M | $203M | · | |
| Treasury Stock | $363M | $358M | $358M | $357M | $14M | $4M | · | |
| AOCI | $-5M | $-11M | $7M | $10M | $4M | $-350.0K | · | |
| Stockholders' Equity | $1.59B | $1.42B | $1.31B | $1.22B | $1.37B | $209M | $164M | |
| Liabilities + Equity | $3.15B | $2.99B | $2.95B | $2.88B | $2.98B | $2.61B | · | |
| Shares Outstanding | 217,356,414 | 215,778,520 | 214,165,676 | 211,862,781 | 233,056,799 | 2,772,900 | 3,114,150 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $13M | $11M | $9M | $8M | $15M | $2M | $2M | |
| Deferred Tax | $-8M | $-11M | $-13M | $-5M | $-15M | $-315.0K | $-17M | |
| Amort. of Intangibles | $34M | $36M | $37M | $38M | $39M | $44M | $47M | |
| Operating Cash Flow | $256M | $212M | $185M | $116M | $189M | $214M | $94M | |
| CapEx | $29M | $22M | $29M | $30M | $26M | $14M | $25M | |
| Investing Cash Flow | $-104M | $-54M | $-55M | $-93M | $-49M | $-13M | $4M | |
| Debt Issued | $0 | $3M | $5M | $130M | $52M | $150M | $0 | |
| Net Debt Issued | $-13M | $-136M | $-7M | $119M | $-318M | · | · | |
| Stock Issued | · | · | · | · | $221.0K | $54.0K | $1M | |
| Stock Repurchased | $5M | $378.0K | $0 | $343M | $10M | $2M | $1M | |
| Net Stock Activity | $-5M | $-378.0K | $-340.0K | $-343M | $-9M | · | · | |
| Dividends Paid | · | · | · | $0 | $0 | $275M | $211.0K | |
| Financing Cash Flow | $-21M | $-137M | $-8M | $-229M | $11M | $-135M | $-65M | |
| Net Change in Cash | $133M | $18M | $122M | $-210M | $151M | $68M | $33M | |
| Taxes Paid | $26M | $36M | $16M | $99M | $62M | $12M | $13M | |
| Free Cash Flow | $227M | $188M | $154M | $86M | $163M | · | · | |
| Levered FCF | · | · | $159M | $87M | $163M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.0% | 50.5% | 48.1% | 45.4% | 46.8% | · | · | |
| Operating Margin | 20.8% | 19.9% | 17.7% | 21.7% | 22.7% | · | · | |
| Net Margin | 13.5% | 11.3% | 8.1% | 13.7% | 14.5% | · | · | |
| Pretax Margin | 16.4% | 13.7% | 10.2% | 17.8% | 18.6% | · | · | |
| EBITDA Margin | 20.8% | 19.9% | 17.7% | 21.7% | 22.7% | · | · | |
| ROA | 4.9% | 4.0% | 2.8% | 6.1% | 7.3% | · | · | |
| ROE | 9.8% | 8.5% | 6.2% | 14.8% | 15.2% | · | · | |
| ROIC | 12.0% | 12.0% | 10.7% | 17.8% | 18.2% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.5 | 3.0 | 2.6 | 2.5 | · | · | |
| Quick Ratio | 2.1 | 1.5 | 2.0 | 1.1 | 1.6 | · | · | |
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | · | · | · | |
| Interest Coverage | · | · | -24.7 | -802.2 | -8367.7 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.4 | 0.5 | · | · | |
| Inventory Turnover | 2.7 | 2.4 | 2.1 | 2.8 | 3.9 | · | · | |
| Receivables Turnover | 4.0 | 3.8 | 4.1 | 6.3 | 8.0 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.33 | $6.60 | $6.12 | $5.77 | $5.88 | · | · | |
| Revenue / Share | $5.05 | $4.75 | $4.50 | $5.72 | $6.99 | · | · | |
| Cash Flow / Share | $1.15 | $0.96 | $0.84 | $0.50 | $0.94 | · | · | |
| Cash / Share | $1.52 | $0.91 | $0.83 | $0.27 | $1.14 | · | · | |
| Dividend / Share | · | $0.00 | $0.00 | $0.00 | $0.00 | · | · | |
| Dividend Paid / Share | $0.00 | $0.00 | $0.00 | $0.00 | · | · | · | |
| EPS (TTM) | $0.68 | $0.54 | $0.37 | $0.78 | $0.49 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.7% | 6.0% | -24.5% | -6.2% | 60.1% | · | · | |
| Revenue CAGR 3Y | -5.1% | -9.1% | 4.3% | · | · | · | · | |
| Revenue CAGR 5Y | 5.1% | · | · | · | · | · | · | |
| EPS YoY | 25.9% | 46.0% | -52.6% | 59.2% | 96.0% | · | · | |
| EPS CAGR 3Y | -4.5% | 3.3% | 14.0% | · | · | · | · | |
| EPS CAGR 5Y | 22.2% | · | · | · | · | · | · | |
| Net Income YoY | 27.7% | 47.1% | -55.0% | -12.0% | 370.5% | · | · | |
| Net Income CAGR 3Y | -5.5% | -16.5% | 23.1% | · | · | · | · | |
| Net Income CAGR 5Y | 28.5% | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.12B | $1.05B | $992M | $1.31B | $1.40B | · | · | |
| Net Income TTM | $152M | $119M | $81M | $179M | $204M | · | · | |
| Market Cap | $3.36B | $3.30B | $2.91B | $1.99B | $6.11B | · | · | |
| Enterprise Value | · | $3.10B | $2.71B | $1.94B | · | · | · | |
| P/E | 22.7 | 28.3 | 36.8 | 12.1 | 53.5 | · | · | |
| P/S | 3.0 | 3.1 | 2.9 | 1.5 | 4.4 | · | · | |
| P/B | 2.1 | 2.3 | 2.2 | 1.6 | 4.5 | · | · | |
| P / Cash Flow | 13.1 | 15.6 | 15.8 | 17.2 | 32.3 | · | · | |
| P / FCF | 14.8 | 17.6 | 19.0 | 23.1 | 37.5 | · | · | |
| EV / EBITDA | · | 14.9 | 15.5 | 6.8 | · | · | · | |
| EV / FCF | · | 16.5 | 17.7 | 22.5 | · | · | · | |
| EV / Revenue | · | 3.0 | 2.7 | 1.5 | · | · | · | |
| Dividend Yield | · | · | · | 0.00% | 0.00% | · | · | |
| Earnings Yield | 4.4% | 3.5% | 2.7% | 8.3% | 1.9% | · | · | |
| Payout Ratio | · | · | · | 0.00% | 0.00% | · | · | |
| Annual Payout | · | · | · | $0 | $0 | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $318M | $255M | $349M | $244M | $300M | $229M | $327M | $228M | $284M | $213M | $278M | $220M | $210M | $259M | |
| Cost of Revenue | $163M | $137M | $207M | $128M | $152M | $124M | $174M | $124M | $151M | $116M | $189M | $115M | $112M | $149M | |
| Gross Profit | $155M | $119M | $142M | $117M | $147M | $105M | $153M | $104M | $133M | $96M | $90M | $105M | $98M | $109M | |
| R&D Expense | $8M | $7M | $8M | $7M | $6M | $6M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| SG&A Expense | $64M | $63M | $40M | $61M | $62M | $57M | $59M | $55M | $51M | $52M | $14M | $59M | $55M | $61M | |
| Operating Expenses | · | · | · | $0 | $2M | $-900.0K | · | · | · | · | · | · | · | · | |
| Operating Income | $76M | $42M | $87M | $41M | $71M | $34M | $76M | $33M | $68M | $31M | $55M | $29M | $28M | $36M | |
| Other Non-op | $2M | $-666.0K | $-327.0K | $1M | $2M | $-1M | $495.0K | $705.0K | $646.0K | $638.0K | $1M | $-2M | $759.0K | $3M | |
| Pretax Income | $59M | $30M | $75M | $31M | $59M | $19M | $63M | $21M | $47M | $13M | $39M | $10M | $9M | $23M | |
| Income Tax | $14M | $7M | $7M | $7M | $15M | $4M | $9M | $4M | $9M | $3M | $8M | $-2M | $835.0K | $7M | |
| Net Income | $46M | $23M | $68M | $24M | $45M | $14M | $55M | $17M | $38M | $10M | $31M | $12M | $8M | $16M | |
| EPS (Basic) | $0.21 | $0.11 | $0.31 | $0.11 | $0.21 | $0.07 | $0.25 | $0.08 | $0.17 | $0.05 | $0.15 | $0.06 | $0.04 | $0.08 | |
| EPS (Diluted) | $0.21 | $0.11 | $0.31 | $0.11 | $0.20 | $0.06 | $0.26 | $0.07 | $0.17 | $0.04 | $0.14 | $0.05 | $0.04 | $0.08 | |
| Shares (Basic) | 216,352,470 | 217,359,824 | · | 216,826,626 | 216,382,177 | 215,962,018 | · | 215,231,886 | 214,915,338 | 214,357,439 | · | 213,416,502 | 212,523,221 | · | |
| Shares (Diluted) | 220,806,675 | 222,423,409 | · | 222,420,881 | 221,834,188 | 221,851,399 | · | 221,436,206 | 221,259,232 | 221,076,443 | · | 220,863,228 | 220,501,177 | · | |
| EBITDA | $76M | $42M | · | $41M | $71M | $34M | · | $33M | $68M | $31M | · | $29M | $28M | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $304M | $136M | $330M | $429M | $365M | $181M | $197M | $274M | $215M | $116M | · | $244M | $41M | · | |
| Short-term Investments | $179M | $95M | $69M | $20M | · | · | $0 | $0 | $0 | $0 | · | · | · | · | |
| Receivables | $159M | $431M | $280M | $116M | $170M | $294M | $279M | $100M | $148M | $351M | · | $125M | $308M | · | |
| Inventory | $235M | $229M | $211M | $230M | $228M | $233M | $216M | $229M | $214M | $221M | · | $221M | $275M | · | |
| Prepaid Expense | $19M | $15M | $20M | $18M | $19M | $14M | $20M | $16M | $16M | $11M | · | $13M | $9M | · | |
| Other Current Assets | $37M | $43M | $41M | $21M | $49M | $50M | $49M | $19M | $18M | $16M | · | $16M | $18M | · | |
| Current Assets | $933M | $948M | $951M | $836M | $831M | $773M | $767M | $650M | $610M | $721M | · | $643M | $678M | · | |
| PP&E (Net) | · | · | $165M | · | · | · | $160M | · | · | · | · | · | · | · | |
| Goodwill | $948M | $950M | $951M | $950M | $951M | $946M | $944M | $953M | $952M | $933M | $935M | $932M | $933M | $932M | |
| Intangibles | · | · | $1.00B | · | · | · | $1.03B | · | · | · | $1.04B | · | · | $1.07B | |
| Other Non-current Assets | $80M | $77M | $81M | $84M | $84M | $84M | $89M | $84M | $90M | $87M | · | $103M | $98M | · | |
| Total Assets | $3.12B | $3.14B | $3.15B | $3.04B | $3.04B | $2.98B | $2.99B | $2.89B | $2.86B | $2.93B | · | $2.88B | $2.93B | · | |
| Accounts Payable | $92M | $86M | $77M | $69M | $74M | $95M | $81M | $74M | $69M | $76M | · | $48M | $56M | · | |
| Short-term Debt | · | · | · | $0 | $0 | $381.0K | · | $4M | $6M | $573.0K | · | $4M | $842.0K | · | |
| Current Liabilities | $280M | $291M | $323M | $262M | $293M | $294M | $313M | $248M | $235M | $214M | · | $198M | $195M | · | |
| Capital Leases | $48M | $50M | $51M | $52M | $52M | $53M | $55M | $57M | $58M | $57M | · | $60M | $63M | · | |
| Deferred Tax | $227M | $228M | $227M | $239M | $234M | $237M | $239M | $239M | $243M | $248M | · | $259M | $262M | · | |
| Other Non-current Liabilities | $63M | $63M | $64M | $64M | $63M | $64M | $64M | $69M | $67M | $66M | · | $66M | $69M | · | |
| Total Liabilities | $1.52B | $1.52B | $1.56B | $1.51B | $1.54B | $1.55B | $1.57B | $1.52B | $1.51B | $1.61B | · | $1.60B | $1.70B | · | |
| Long-term Debt | · | · | $960M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | $0 | $0 | $381.0K | · | $4M | $6M | $573.0K | · | $4M | · | · | |
| Common Stock | $248.0K | $247.0K | $247.0K | $246.0K | $246.0K | $245.0K | $245.0K | $244.0K | $244.0K | $244.0K | · | $243.0K | $242.0K | · | |
| Paid-in Capital | $1.12B | $1.11B | $1.11B | $1.11B | $1.10B | $1.10B | $1.09B | $1.09B | $1.09B | $1.08B | · | $1.08B | $1.07B | · | |
| Retained Earnings | $920M | $874M | $851M | $783M | $759M | $714M | $700M | $645M | $628M | $591M | · | $550M | $509M | · | |
| Treasury Stock | $429M | $371M | $363M | $359M | $359M | $359M | $358M | $358M | $358M | $358M | · | $358M | $357M | · | |
| AOCI | $-8M | $-6M | $-5M | $-6M | $-2M | $-12M | $-11M | $-4M | $254.0K | $4M | · | $10M | $6M | · | |
| Stockholders' Equity | $1.60B | $1.61B | $1.59B | $1.52B | $1.50B | $1.44B | $1.42B | $1.37B | $1.36B | $1.32B | $1.31B | $1.28B | $1.23B | $1.22B | |
| Liabilities + Equity | $3.12B | $3.14B | $3.15B | $3.04B | $3.04B | $2.98B | $2.99B | $2.89B | $2.86B | $2.93B | · | $2.88B | $2.93B | · | |
| Shares Outstanding | 214,050,440 | 217,662,403 | 217,356,414 | 217,051,108 | 216,550,880 | 216,204,137 | 215,778,520 | 215,412,560 | 215,071,798 | 214,716,389 | 214,165,676 | 213,689,808 | 212,775,069 | 211,862,781 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $3M | $2M | $2M | |
| Amort. of Intangibles | · | · | $14M | $7M | $7M | $7M | $14M | $8M | $7M | $7M | $14M | $8M | $8M | $15M | |
| Operating Cash Flow | $322M | $-151M | $-27M | $95M | $194M | $-6M | $-64M | $66M | $287M | $-77M | $-32M | $50M | $-91M | $-28M | |
| CapEx | $10M | $7M | $9M | $7M | $7M | $6M | $6M | $5M | $4M | $5M | $6M | $7M | $6M | $6M | |
| Investing Cash Flow | $-95M | $-32M | $-63M | $-27M | $-7M | $-6M | $-254.0K | $-6M | $-67M | $19M | $-33M | $-7M | $-6M | $-8M | |
| Debt Issued | · | · | $0 | $0 | $0 | $0 | $0 | $30.0K | $662.0K | $2M | $2M | $1M | $0 | $130M | |
| Net Debt Issued | · | $-3M | · | · | · | $-590.0K | · | · | · | $-1M | · | · | $-3M | · | |
| Stock Repurchased | $58M | $6M | $4M | $68.0K | $80.0K | $0 | $378.0K | $-355.0K | $0 | $355.0K | $-222.0K | $213.0K | $9.0K | $30.0K | |
| Net Stock Activity | · | $-6M | · | · | · | $-993.0K | · | · | · | · | · | · | $-9.0K | · | |
| Financing Cash Flow | $-59M | $-11M | $-10M | $-3M | $-4M | $-4M | $-11M | $-2M | $-121M | $-3M | $-2M | $-2M | $82M | $17M | |
| Net Change in Cash | $168M | $-194M | $-99M | $64M | $184M | $-15M | $-78M | $59M | $99M | $-62M | $-66M | $39M | $-15M | $-17M | |
| Taxes Paid | $22M | $-126.0K | $6M | $11M | $9M | $151.0K | $9M | $21M | $6M | $109.0K | $2M | $8M | $2M | $6M | |
| Free Cash Flow | · | $-158M | · | · | · | $-11M | · | · | · | $-83M | · | · | $-97M | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.7% | 46.5% | · | 51.2% | 52.7% | 49.5% | · | 49.7% | 51.0% | 49.2% | · | 47.9% | 46.6% | · | |
| Operating Margin | 23.9% | 16.7% | · | 16.8% | 23.8% | 14.6% | · | 14.7% | 23.9% | 14.5% | · | 13.1% | 13.2% | · | |
| Net Margin | 14.3% | 9.2% | · | 9.8% | 14.9% | 6.3% | · | 7.2% | 13.2% | 4.6% | · | 5.3% | 4.0% | · | |
| Pretax Margin | 18.6% | 11.8% | · | 12.8% | 19.8% | 8.2% | · | 9.2% | 16.5% | 6.1% | · | 4.3% | 4.4% | · | |
| EBITDA Margin | 23.9% | 16.7% | · | 16.8% | 23.8% | 14.6% | · | 14.7% | 23.9% | 14.5% | · | 13.1% | 13.2% | · | |
| ROA | 1.5% | 0.76% | · | 0.81% | 1.5% | 0.48% | · | 0.57% | 1.3% | 0.34% | · | 0.41% | · | · | |
| ROE | 2.9% | 1.5% | · | 1.7% | 3.1% | 1.0% | · | 1.2% | 2.9% | 0.77% | · | 0.95% | · | · | |
| ROIC | 3.6% | 2.0% | · | 2.1% | 3.6% | 1.8% | · | 1.9% | 4.0% | 1.8% | · | 2.8% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.3 | · | 3.2 | 2.8 | 2.6 | · | 2.6 | 2.6 | 3.4 | · | 3.2 | · | · | |
| Quick Ratio | 2.3 | 2.3 | · | 2.2 | 1.8 | 1.6 | · | 1.5 | 1.5 | 2.2 | · | 1.9 | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | |
| Inventory Turnover | 0.7 | 0.6 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.4 | · | 0.4 | · | · | |
| Receivables Turnover | 1.9 | 0.7 | · | 2.3 | 1.9 | 0.7 | · | 2.0 | 1.9 | 0.6 | · | 1.9 | · | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.48 | $7.40 | · | $7.02 | $6.92 | $6.66 | · | $6.37 | $6.31 | $6.15 | · | $5.99 | · | · | |
| Revenue / Share | $1.44 | $1.15 | · | $1.10 | $1.35 | $1.03 | · | $1.03 | $1.29 | $0.96 | · | $1.00 | $0.95 | · | |
| Cash Flow / Share | · | $-0.68 | · | · | · | $-0.03 | · | · | · | $-0.35 | · | · | $-0.41 | · | |
| Cash / Share | $1.42 | $0.62 | · | $1.98 | $1.69 | $0.84 | · | $1.27 | $1.00 | $0.54 | · | $1.14 | · | · | |
| Dividend / Share | $0.00 | · | · | · | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | · | $0.00 | $0.00 | · | |
| Dividend Paid / Share | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | · | $0.00 | $0.00 | $0.00 | · | $0.00 | $0.00 | · | |
| EPS (TTM) | $0.74 | $0.73 | · | $0.63 | $0.59 | $0.56 | · | $0.42 | $0.40 | $0.36 | · | $0.30 | $0.51 | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.17B | $1.15B | · | $1.10B | $1.08B | $1.07B | · | $1.00B | $996M | $995M | · | $973M | $1.11B | · | |
| Net Income TTM | $161M | $161M | · | $138M | $130M | $123M | · | $95M | $90M | $82M | · | $66M | $114M | · | |
| Market Cap | $3.53B | $2.88B | · | $3.22B | $2.99B | $2.97B | · | $3.29B | $2.65B | $3.29B | · | $3.01B | · | · | |
| Enterprise Value | · | · | · | $2.77B | $2.63B | $2.79B | · | $3.02B | $2.44B | $3.17B | · | $2.77B | · | · | |
| P/E | 22.3 | 18.1 | · | 23.6 | 23.4 | 24.5 | · | 36.3 | 30.8 | 42.5 | · | 47.0 | 23.0 | · | |
| P/S | 3.0 | 2.5 | · | 2.9 | 2.8 | 2.8 | · | 3.3 | 2.7 | 3.3 | · | 3.1 | 2.2 | · | |
| P/B | 2.2 | 1.8 | · | 2.1 | 2.0 | 2.1 | · | 2.4 | 1.9 | 2.5 | · | 2.4 | · | · | |
| P / Tangible Book | 5.4 | 4.4 | · | 5.6 | 5.5 | 6.0 | · | 7.8 | 6.5 | 8.5 | · | 8.7 | · | · | |
| P / Cash Flow | · | -19.1 | · | · | · | -507.8 | · | · | · | -42.6 | · | · | · | · | |
| EV / Revenue | · | · | · | 2.5 | 2.4 | 2.6 | · | 3.0 | 2.4 | 3.2 | · | 2.8 | 2.2 | · | |
| Earnings Yield | 4.5% | 5.5% | · | 4.2% | 4.3% | 4.1% | · | 2.8% | 3.2% | 2.4% | · | 2.1% | 4.3% | · |
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 | $1.12B | $1.05B | $992M | $1.31B | $1.40B |
| Margen Bruto % | 48.0% | 50.5% | 48.1% | 45.4% | 46.8% |
| Margen Operativo % | 20.8% | 19.9% | 17.7% | 21.7% | 22.7% |
| Beneficio neto | $152M | $119M | $81M | $179M | $204M |
| EPS Diluido | $0.68 | $0.54 | $0.37 | $0.78 | $0.49 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | · | 0.0 | 0.0 | 0.0 | · |
| Ratio corriente | 2.9 | 2.5 | 3.0 | 2.6 | 2.5 |
| Ratio Rápido | 2.1 | 1.5 | 2.0 | 1.1 | 1.6 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $227M | $188M | $154M | $86M | $163M |
Propietarios institucionales (13F) 303 declarantes · $4.2B 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
303
Valor en tenencia
$4.2B
Nuevas posiciones
42
Posiciones cerradas
49
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 42 (-16 vs trimestre anterior) | 49 (+18 vs trimestre anterior) | 102 (+4 vs trimestre anterior) | 112 (-4 vs trimestre anterior) | +6.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $422 455 033 | 24 405 259 | 10,17% | Acciones |
| VANGUARD GROUP INC | $323 416 040 | 20 933 077 | 7,79% | Acciones |
| FMR LLC | $298 937 332 | 17 269 632 | 7,20% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $202 255 891 | 11 684 338 | 4,87% | Acciones |
| JPMORGAN CHASE & CO | $183 539 078 | 10 793 236 | 4,42% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $178 429 697 | 10 307 897 | 4,30% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $160 490 357 | 9 271 540 | 3,86% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $147 240 198 | 8 506 405 | 3,55% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $134 554 196 | 7 773 206 | 3,24% | Acciones |
| STATE STREET CORP | $114 268 347 | 6 601 291 | 2,75% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $110 881 738 | 6 405 644 | 2,67% | Acciones |
| MIC Capital Management UK LLP | $106 829 132 | 6 171 527 | 2,57% | Acciones |
| MORGAN STANLEY | $103 916 223 | 6 003 246 | 2,50% | Acciones |
| Greenhouse Funds LLLP | $95 338 460 | 5 507 710 | 2,30% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $93 062 785 | 5 376 244 | 2,24% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $76 699 259 | 4 430 922 | 1,85% | Acciones |
| Michael & Susan Dell Foundation | $75 135 076 | 4 340 559 | 1,81% | Acciones |
| Invesco Ltd. | $69 245 989 | 4 000 346 | 1,67% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $61 747 765 | 3 567 173 | 1,49% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $60 179 804 | 3 475 701 | 1,45% | Acciones |
| Focus Partners Wealth | $57 507 493 | 3 322 327 | 1,38% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $55 474 759 | 3 254 606 | 1,34% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $50 475 948 | 2 970 921 | 1,22% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $42 240 208 | 2 440 220 | 1,02% | Acciones |
| JENNISON ASSOCIATES LLC | $41 232 992 | 2 382 033 | 0,99% | Acciones |
| Trigran Investments, Inc. | $38 731 869 | 2 237 543 | 0,93% | Acciones |
| DF DENT & CO INC | $37 956 147 | 2 192 729 | 0,91% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34 735 198 | 2 006 655 | 0,84% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $33 472 624 | 1 933 716 | 0,81% | Acciones |
| BANK OF AMERICA CORP /DE/ | $33 306 482 | 1 924 118 | 0,80% | Acciones |
| NORTHERN TRUST CORP | $28 987 169 | 1 674 591 | 0,70% | Acciones |
| Bank of New York Mellon Corp | $28 915 576 | 1 670 455 | 0,70% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $26 828 492 | 1 549 883 | 0,65% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26 828 094 | 1 549 861 | 0,65% | Acciones |
| D. E. Shaw & Co., Inc. | $25 218 039 | 1 456 848 | 0,61% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23 187 887 | 1 339 566 | 0,56% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $22 043 627 | 1 273 462 | 0,53% | Acciones |
| Aperture Investors, LLC | $20 163 744 | 1 164 861 | 0,49% | Acciones |
| AMERIPRISE FINANCIAL INC | $17 594 628 | 1 016 443 | 0,42% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $16 667 349 | 962 874 | 0,40% | Acciones |
| Nuveen, LLC | $16 279 501 | 940 468 | 0,39% | Acciones |
| Hudson Bay Capital Management LP | $15 846 145 | 915 433 | 0,38% | Acciones |
| CITADEL ADVISORS LLC | $15 077 997 | 871 057 | 0,36% | Acciones |
| Weiss Asset Management LP | $14 234 463 | 822 326 | 0,34% | Acciones |
| Glenmede Investment Management, LP | $13 876 817 | 917 779 | 0,33% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 637 822 | 787 858 | 0,33% | Acciones |
| Granite Investment Partners, LLC | $13 420 616 | 775 310 | 0,32% | Acciones |
| UBS Group AG | $13 094 547 | 756 473 | 0,32% | Acciones |
| GLENMEDE TRUST CO NA | $12 604 536 | 728 165 | 0,30% | Acciones |
| Public Sector Pension Investment Board | $11 870 211 | 685 743 | 0,29% | Acciones |
Informantes de la empresa 26 insiders · 14 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Kevin Holleran | President and CEO | 1 de septiembre de 2026 M | 701 234 | 0 | 12 | $-11 067 519 |
| Eifion Jones | Senior Vice President and CFO | 9 de marzo de 2026 M | 316 100 | 0 | 2 | $-656 050 |
| Rick Roetken | President, North America | 2 de marzo de 2023 A | 188 784 | 0 | 0 | $0 |
| Susan M. Canning | SVP, CLO, Corporate Secretary | 15 de septiembre de 2026 S | 167 911 | 1 | 3 | $-121 542 |
| Kevin Gallagher | VP, Chief Engineering Officer | 3 de agosto de 2026 F | 35 924 | 0 | 0 | $0 |
| Dario Vicario Ramirez | VP&GM, Europe & Rest of World | 3 de agosto de 2026 F | 11 570 | 0 | 0 | $0 |
| Raymond H Lewis JR | SVP, Chief Human Resources | 3 de agosto de 2026 F | 45 970 | 0 | 0 | $0 |
| Eric Sejourne | SVP, Chief Global Operations | 4 de mayo de 2026 F | 63 178 | 0 | 0 | $0 |
| John Alec Collins | SVP Chief Commercial Officer | 4 de marzo de 2026 F | 315 000 | 0 | 0 | $0 |
| Billy Emory | VP, Chief Accounting Officer | 4 de marzo de 2024 A | 24 461 | 0 | 0 | $0 |
| Fernando Blasco | VP&GM, Europe & Rest of World | 4 de marzo de 2024 F | 14 241 | 0 | 0 | $0 |
| Lesley Billow | SVP, Chief HR Officer | 13 de junio de 2022 M | 49 097 | 0 | 0 | $0 |
| Donald Matthew Smith | SVP & Chief Supply Chain Offi. | 3 de marzo de 2022 A | 305 635 | 0 | 0 | $0 |
| Michael Colicchio | VP and Corporate Controller | 12 de marzo de 2021 P | 114 256 | 0 | 0 | $0 |
| Kevin D. Brown | Consejero | 30 de julio de 2026 A | 3 222 933 | 0 | 0 | $0 |
| Arthur L Soucy | Consejero | 30 de julio de 2026 A | 61 576 | 0 | 0 | $0 |
| Ronald C Keating | Consejero | 30 de julio de 2026 A | 60 672 | 0 | 0 | $0 |
| Stephen J Felice | Consejero | 30 de julio de 2026 A | 366 485 | 0 | 0 | $0 |
| Edward D Ward | Consejero | 21 de mayo de 2026 A | 50 055 | 0 | 0 | $0 |
| Diane Dayhoff | Consejero | 21 de mayo de 2026 A | 57 407 | 0 | 0 | $0 |
| Lawrence Harris Silber | Consejero | 21 de mayo de 2026 A | 67 407 | 0 | 0 | $0 |
| MSD Partners, L.P. | Consejero | 10 de junio de 2025 J | 0 | 0 | 0 | $0 |
| Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp | Propietario del 10% | 3 de marzo de 2023 S | 17 247 765 | 0 | 0 | $0 |
| Lori A Walker | · | 21 de mayo de 2026 A | 59 407 | 0 | 0 | $0 |
| Michael S Dell | · | 15 de noviembre de 2024 G | 11 021 534 | 0 | 0 | $0 |
| MSD Aqua Partners, LLC | · | 11 de septiembre de 2024 J | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 58 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 1,31% | 12 088 NS | 31 de julio de 2026 | N-PORT |
| EQTY · Valued Advisers Trust | 1,13% | 1 066 640 NS | 31 de julio de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,85% | 185 359 SH | 2 de octubre de 2026 | Diario |
| ITB · iShares Trust | 0,60% | 970 836 SH | 11 de septiembre de 2026 | Diario |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,59% | 288 053 NS | 31 de julio de 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 0,50% | 175 376 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,19% | 698 221 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,19% | 220 246 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,18% | 114 042 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 31 846 SH | 2 de octubre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,12% | 7 161 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 55 746 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 255 242 SH | 2 de octubre de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,11% | 100 790 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,11% | 588 349 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,11% | 13 547 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,10% | 963 948 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 3 000 755 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,08% | 765 800 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 111 423 SH | 2 de octubre de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 109 248 SH | 11 de septiembre de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,05% | 258 189 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 35 357 SH | 11 de septiembre de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,05% | 70 220 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 27 279 SH | 2 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 2 287 284 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 4 728 060 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,04% | 111 092 SH | 11 de septiembre de 2026 | Diario |
| IYJ · iShares Trust | 0,03% | 49 912 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,03% | 10 227 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 309 699 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 12 597 SH | 11 de septiembre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,02% | 2 342 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,02% | 845 732 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,02% | 178 304 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 23 311 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 477 628 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,01% | 1 196 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 27 505 NS | 31 de julio de 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 33 882 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 125 322 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 47 273 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 11 767 NS | 31 de julio de 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 461 824 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 49 527 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 66 164 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 265 393 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,00% | 137 536 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 54 425 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 6 541 440 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 160 461 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 17 420 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 12 182 973 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 906 684 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 930 226 SH | 8 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 27 523 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 9 079 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 20 371 SH | 11 de septiembre de 2026 | Diario |
HAYW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 15 analistas
COMPRA
Objetivo mediano
$18.00
+45,2%
5 33,3%
Compra fuerte
3 20,0%
Compra
7 46,7%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-30Objetivo medio $17.93 +44,6%
← Por Debajo de Todos los Objetivos
Precio Actual $12.40
Mín$15.00
Media$17.93
Máx$19.50
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 |
|---|---|---|---|---|---|---|
| HAYW | $3.36B | 22.7 | 6.7% | 13.5% | 9.8% | 48.0% |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
| AZZ | $4.06B | 13.0 | 4.6% | 19.2% | 24.0% | 23.9% |
| REZI | $5.27B | -9.3 | 10.5% | -7.0% | -19.1% | 29.4% |
| MBC | $1.43B | 53.7 | 1.3% | 0.98% | 2.0% | 30.3% |
| ROCK | $1.70B | -33.4 | 11.0% | -3.9% | -4.5% | 26.9% |
| NX | $649M | -2.6 | 43.8% | -13.7% | -29.0% | · |
| APOG | $845M | 15.8 | 3.2% | 3.9% | 10.7% | 22.7% |
| JBI | $923M | 17.5 | -8.3% | 6.1% | 9.6% | 38.8% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Jul 29, 2026