HLLY Holley Inc. Common Stock
$3,17
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$2–$4
39% of range
Calificación del Analista
BUY
15 analysts
Precio Objetivo
$5
+45% upside
P/E (TTM)
19.8
ROE
4.3%
Margen de Beneficio Neto
3.1%
HLLY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$3.17
Capitalización Bursátil
$379M
P/E (TTM)
19.8
BPA (TTM)
$0.16
Ingresos (TTM)
$614M
Rendimiento div.
—
ROE
4.3%
Deuda/Capital
1.2
Rango 52S
$2 – $4
HLLY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$614M
2019-12-31
→
2025-12-31
BPA
$0.16
2019-12-31
→
2025-12-31
Flujo de caja libre
$34M
2021-12-31
→
2025-12-31
Márgenes
3.1%
2021-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
HLLY
Mediana de Pares
P/E (TTM)
19.8
19.5
P/S (TTM) (P/V (TTM))
0.6
0.6
P/B (P/C)
0.8
1.2
EV / EBITDA
10.5
—
Price / FCF (Precio / FCF)
11.2
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
HLLY
Mediana de Pares
Gross Margin (Margen Bruto)
43.4%
19.8%
Operating Margin (Margen Operativo)
13.4%
—
Net Profit Margin (Margen de Beneficio Neto)
3.1%
0.65%
ROA
1.7%
-0.59%
ROE
4.3%
-4.8%
ROIC
5.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
HLLY
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
1.2
47.9
Current Ratio (Ratio corriente)
2.7
2.2
Quick Ratio (Ratio Rápido)
0.3
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
HLLY
Mediana de Pares
Revenue YoY (Ingresos interanuales)
1.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-3.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.0%
—
EPS YoY (EPS interanual)
14.3%
—
Net Income YoY (Beneficio Neto interanual)
-74.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
HLLY
Mediana de Pares
HLLY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
15 analistas
- Compra fuerte 4 26,7%
- Compra 8 53,3%
- Mantener 3 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-17
Mediana
$4.25
Media
$4.58
← Por Debajo de Todos los Objetivos
$3.17
Mín
$3.50
Máx
$7.00
Objetivo mediano
$4.25
+34,3%
Objetivo medio
$4.58
+44,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.20 | $0.12 | 0.08% |
| 31 de marzo de 2026 | $0.05 | $0.06 | -0.01% |
| 31 de diciembre de 2025 | $0.04 | $0.08 | -0.04% |
| 30 de septiembre de 2025 | $0.03 | $0.05 | -0.02% |
| 30 de junio de 2025 | $0.09 | $0.10 | -0.01% |
| 31 de marzo de 2025 | $0.02 | $0.05 | -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 |
|---|---|---|---|---|---|---|
| HLLY | $494M | 25.8 | 1.9% | 3.1% | 4.3% | 43.4% |
| FOXF | $728M | -1.3 | 5.3% | -37.1% | -66.9% | 30.2% |
| SMP | — | 20.0 | 22.4% | 2.3% | 6.4% | 31.2% |
| KDK | — | — | — | — | — | — |
| SLDP | — | — | — | — | — | — |
| CPS | $579M | -142.7 | 0.37% | -0.15% | 4.0% | 11.9% |
| STRT | $246M | 13.3 | 5.1% | 3.3% | 8.8% | 15.0% |
| MPAA | $209M | 17.8 | 4.3% | 1.6% | 4.7% | 20.2% |
| SRI | $162M | -1.6 | -5.2% | -11.9% | -46.7% | — |
| SYPR | $56M | -8.7 | -14.5% | -5.3% | -33.9% | 7.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $614M | $602M | $660M | $688M | $693M | $504M | $369M | |
| Cost of Revenue | $347M | $364M | $404M | $435M | $406M | $296M | $220M | |
| Gross Profit | $266M | $239M | $256M | $254M | $287M | $208M | $149M | |
| R&D Expense | $19M | $19M | $24M | $29M | $28M | $23M | $21M | |
| SG&A Expense | $146M | $132M | $120M | $151M | $117M | $71M | $62M | |
| Operating Expenses | $184M | $224M | $162M | $203M | $209M | $123M | $103M | |
| Operating Income | $82M | $15M | $94M | $51M | $78M | $85M | $46M | |
| Interest Expense | · | · | $61M | $40M | $39M | $44M | $50M | |
| Other Non-op | $-54M | $-41M | $-66M | $28M | $-94M | $-44M | $50M | |
| Pretax Income | $29M | $-26M | $28M | $78M | $-17M | $42M | $-4M | |
| Income Tax | $9M | $-3M | $8M | $4M | $10M | $9M | $-5M | |
| Net Income | $19M | $-23M | $19M | $74M | $-27M | $33M | $561.0K | |
| EPS (Basic) | $0.16 | $-0.20 | $0.16 | $0.63 | $-0.30 | $0.49 | $0.01 | |
| EPS (Diluted) | $0.16 | $-0.20 | $0.16 | $0.14 | $-0.30 | $0.49 | $0.01 | |
| Shares (Basic) | 119,213,277 | 118,441,580 | 117,378,854 | 116,762,928 | 89,959,993 | 67,673,884 | · | |
| Shares (Diluted) | 120,043,170 | 118,441,580 | 118,510,800 | 117,248,296 | 89,959,993 | 67,673,884 | · | |
| EBITDA | $82M | $15M | $94M | $51M | $78M | · | · |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $37M | $56M | $41M | $26M | $36M | $72M | $8M | |
| Inventory | $206M | $193M | $192M | $234M | $185M | $134M | · | |
| Prepaid Expense | $15M | $13M | $16M | $18M | $19M | $5M | · | |
| Current Assets | $316M | $297M | $297M | $325M | $292M | $258M | · | |
| PP&E (Net) | $45M | $41M | $47M | $52M | $51M | $44M | · | |
| PP&E (Gross) | $98M | $88M | $94M | $90M | $82M | $63M | · | |
| Accum. Depreciation | $53M | $47M | $47M | $38M | $30M | $19M | · | |
| Goodwill | $372M | $372M | $419M | $418M | $411M | $359M | $298M | |
| Intangibles | $397M | $387M | $410M | $425M | $438M | $405M | · | |
| Other Non-current Assets | · | · | $0 | $0 | · | · | · | |
| Total Assets | $1.16B | $1.13B | $1.20B | $1.25B | $1.19B | $1.07B | · | |
| Accounts Payable | $60M | $45M | $44M | $45M | $46M | $35M | · | |
| Accrued Liabilities | $48M | $43M | $42M | $43M | $35M | $26M | · | |
| Current Liabilities | $115M | $95M | $94M | $101M | $92M | $82M | · | |
| Capital Leases | $29M | $32M | $25M | $25M | · | · | · | |
| Deferred Tax | $47M | $37M | $54M | $58M | $70M | $71M | · | |
| Other Non-current Liabilities | $33M | $32M | $26M | $25M | $1M | $2M | · | |
| Total Liabilities | $715M | $712M | $762M | $834M | $889M | $825M | · | |
| Long-term Debt | $523M | $553M | $584M | $651M | $646M | $655M | · | |
| Total Debt | $523M | $553M | $584M | $651M | $646M | · | · | |
| Common Stock | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $7.0K | · | |
| Paid-in Capital | $385M | $378M | $374M | $368M | $330M | $239M | · | |
| Retained Earnings | $64M | $45M | $68M | $49M | $-25M | $2M | · | |
| Treasury Stock | $0 | · | · | · | · | · | · | |
| AOCI | $120.0K | $-1M | $-710.0K | $-944.0K | $-256.0K | $-674.0K | · | |
| Stockholders' Equity | $449M | $421M | $441M | $416M | $304M | $240M | $205M | |
| Liabilities + Equity | $1.16B | $1.13B | $1.20B | $1.25B | $1.19B | $1.07B | · | |
| Shares Outstanding | 119,670,987 | 118,748,697 | 117,707,280 | 117,147,997 | 115,807,337 | 67,673,884 | · |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $9M | $-16M | $-5M | $-12M | $82.0K | $7M | $-11M | |
| Amort. of Intangibles | $14M | $14M | $15M | $15M | $14M | $11M | $10M | |
| Operating Cash Flow | $46M | $47M | $88M | $12M | $22M | $88M | $9M | |
| CapEx | $12M | $7M | $6M | $14M | $15M | $9M | $7M | |
| Investing Cash Flow | $-32M | $2M | $-4M | $-25M | $-134M | $-166M | $-14M | |
| Debt Issued | · | $0 | $0 | $37M | $655M | $205M | $0 | |
| Net Debt Issued | · | $0 | $0 | $37M | $630M | · | · | |
| Financing Cash Flow | $-33M | $-35M | $-69M | $3M | $77M | $141M | $2M | |
| Net Change in Cash | $-19M | $15M | $15M | $-10M | $-35M | $63M | · | |
| Taxes Paid | $10M | $11M | $16M | $7M | $11M | $3M | $4M | |
| Free Cash Flow | $34M | $40M | $82M | $-1M | $6M | · | · | |
| Levered FCF | · | · | $40M | $-39M | $-57M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.4% | 39.6% | 38.8% | 36.9% | 41.4% | · | · | |
| Operating Margin | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% | · | · | |
| Net Margin | 3.1% | -3.9% | 2.9% | 10.7% | -3.9% | · | · | |
| Pretax Margin | 4.7% | -4.4% | 4.2% | 11.4% | -2.4% | · | · | |
| EBITDA Margin | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% | · | · | |
| ROA | 1.7% | -2.0% | 1.6% | 6.0% | -2.4% | · | · | |
| ROE | 4.3% | -5.3% | 4.4% | 17.7% | -8.7% | · | · | |
| ROIC | 5.7% | 1.3% | 6.4% | 4.5% | 13.2% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 3.1 | 3.2 | 3.2 | 3.2 | · | · | |
| Quick Ratio | 0.3 | 0.6 | 0.4 | 0.3 | 0.4 | · | · | |
| Debt / Equity | 1.2 | 1.3 | 1.3 | 1.6 | 2.1 | · | · | |
| LT Debt / Equity | 1.1 | 1.3 | 1.3 | 1.5 | 2.1 | · | · | |
| Interest Coverage | · | · | 1.5 | 1.3 | 2.0 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | · | · | |
| Inventory Turnover | 1.7 | 1.9 | 1.9 | 2.1 | 2.5 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.9% | -8.7% | -4.2% | -0.64% | 37.4% | · | · | |
| Revenue CAGR 3Y | -3.8% | -4.6% | 9.4% | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | |
| EPS YoY | · | · | 14.3% | · | · | · | · | |
| EPS CAGR 3Y | 4.5% | · | -31.1% | · | · | · | · | |
| EPS CAGR 5Y | -20.1% | · | · | · | · | · | · | |
| Net Income YoY | · | · | -74.0% | · | · | · | · | |
| Net Income CAGR 3Y | -36.2% | · | -16.4% | · | · | · | · | |
| Net Income CAGR 5Y | -10.2% | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $614M | $602M | $660M | $688M | $693M | $504M | · | |
| Net Income TTM | $19M | $-23M | $19M | $74M | $-27M | $33M | · | |
| Market Cap | $494M | $359M | $573M | $248M | $1.50B | · | · | |
| Enterprise Value | $980M | $855M | $1.12B | $873M | $2.11B | · | · | |
| P/E | 25.8 | -15.1 | 30.4 | 15.1 | -43.3 | 20.4 | · | |
| P/S | 0.8 | 0.6 | 0.9 | 0.4 | 2.2 | · | · | |
| P/B | 1.1 | 0.9 | 1.3 | 0.6 | 4.9 | · | · | |
| P / Cash Flow | 10.7 | 7.6 | 6.5 | 20.2 | 69.7 | · | · | |
| P / FCF | 14.6 | 8.9 | 7.0 | -194.3 | 236.9 | · | · | |
| EV / EBITDA | 11.9 | 58.3 | 11.9 | 17.2 | 27.3 | · | · | |
| EV / FCF | 28.9 | 21.3 | 13.6 | -682.9 | 332.8 | · | · | |
| EV / Revenue | 1.6 | 1.4 | 1.7 | 1.3 | 3.1 | · | · | |
| Earnings Yield | 3.9% | -6.6% | 3.3% | 6.6% | -2.3% | 4.9% | · |
Estado de resultados 17
| 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 | $172M | $147M | $155M | $138M | $167M | $153M | $140M | $134M | $169M | $159M | $156M | $175M | $172M | $154M | |
| Cost of Revenue | $101M | $87M | $83M | $79M | $97M | $89M | $76M | $82M | $99M | $107M | $95M | $106M | $104M | $107M | |
| Gross Profit | $71M | $61M | $73M | $60M | $70M | $64M | $64M | $52M | $70M | $52M | $60M | $70M | $68M | $47M | |
| R&D Expense | $4M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $4M | $5M | $5M | $6M | $7M | $7M | |
| SG&A Expense | $40M | $35M | $43M | $33M | $33M | $37M | $34M | $30M | $35M | $33M | $32M | $29M | $30M | $48M | |
| Operating Expenses | $68M | $43M | $53M | $44M | $42M | $45M | $93M | $47M | $42M | $42M | $41M | $40M | $42M | $61M | |
| Operating Income | $3M | $18M | $20M | $16M | $28M | $19M | $-29M | $6M | $28M | $10M | $19M | $30M | $26M | $-14M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $10M | $18M | · | |
| Other Non-op | $-6M | $-8M | $-10M | $-15M | $-13M | $-15M | $-12M | $-13M | $-9M | $-7M | $-17M | $-13M | $-20M | $-6M | |
| Pretax Income | $-4M | $9M | $10M | $463.0K | $14M | $4M | $-40M | $-8M | $19M | $3M | $2M | $17M | $6M | $-20M | |
| Income Tax | $-1M | $2M | $4M | $1M | $4M | $1M | $-3M | $-1M | $2M | $-891.0K | $643.0K | $4M | $2M | $-4M | |
| Net Income | $-2M | $7M | $6M | $-806.0K | $11M | $3M | $-38M | $-6M | $17M | $4M | $1M | $13M | $4M | $-15M | |
| EPS (Basic) | $-0.02 | $0.06 | $0.06 | $-0.01 | $0.09 | $0.02 | $-0.32 | $-0.05 | $0.14 | $0.03 | $0.01 | $0.11 | $0.04 | $-0.13 | |
| EPS (Diluted) | $-0.02 | $0.06 | $0.06 | $-0.01 | $0.09 | $0.02 | $-0.32 | $-0.05 | $0.14 | $0.03 | $0.01 | $0.11 | $0.04 | $-0.18 | |
| Shares (Basic) | 120,284,587 | 119,806,586 | -238,201,016 | 119,405,911 | 119,162,895 | 118,845,487 | -236,594,746 | 118,694,139 | 118,470,358 | 117,871,829 | 121,895 | 117,221,419 | 117,153,525 | 126,022 | |
| Shares (Diluted) | 120,284,587 | 122,004,920 | -238,712,583 | 119,405,911 | 119,790,625 | 119,559,217 | -239,019,125 | 118,694,139 | 119,261,236 | 119,505,330 | 391,299 | 117,868,922 | 117,244,762 | -25,317 | |
| EBITDA | $3M | $18M | · | $16M | $28M | $19M | · | $6M | $28M | $10M | · | $30M | $26M | · |
Balance general 28
| 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 | $69M | $33M | $37M | $51M | $64M | $39M | $56M | $51M | $53M | $41M | $41M | $43M | $21M | · | |
| Inventory | $180M | $211M | $206M | $196M | $181M | $189M | $193M | $179M | $174M | $184M | $192M | $218M | $229M | · | |
| Prepaid Expense | $17M | $15M | $15M | $20M | $8M | $9M | $13M | $16M | $16M | $16M | $16M | $16M | $18M | · | |
| Current Assets | $331M | $318M | $316M | $316M | $303M | $288M | $297M | $299M | $301M | $290M | $297M | $333M | $324M | · | |
| PP&E (Net) | $50M | $46M | $45M | $44M | $45M | $42M | $41M | $43M | $43M | $46M | $47M | $50M | $51M | · | |
| PP&E (Gross) | $108M | $102M | $98M | $96M | $97M | $87M | $88M | $94M | $95M | $95M | $94M | $92M | $91M | · | |
| Accum. Depreciation | $58M | $56M | $53M | $52M | $53M | $45M | $47M | $51M | $52M | $49M | $47M | $42M | $40M | · | |
| Goodwill | $371M | $375M | $372M | $372M | $372M | $372M | $372M | $413M | $419M | $419M | $419M | $419M | $418M | · | |
| Intangibles | $370M | $397M | $397M | $400M | $404M | $407M | $387M | $399M | $403M | $407M | $410M | $418M | $421M | · | |
| Other Non-current Assets | · | · | · | · | · | · | · | · | $1M | $1M | · | $2M | · | · | |
| Total Assets | $1.16B | $1.18B | $1.16B | $1.17B | $1.16B | $1.14B | $1.13B | $1.18B | $1.20B | $1.19B | $1.20B | $1.25B | $1.24B | · | |
| Accounts Payable | $56M | $51M | $60M | $51M | $44M | $38M | $45M | $53M | $59M | $50M | $44M | $44M | $37M | · | |
| Accrued Liabilities | $41M | $39M | $48M | $52M | $52M | $56M | $43M | $41M | $41M | $44M | $42M | $47M | $46M | · | |
| Current Liabilities | $108M | $100M | $115M | $114M | $104M | $101M | $95M | $102M | $108M | $102M | $94M | $103M | $96M | · | |
| Capital Leases | $36M | $38M | $29M | $28M | $30M | $31M | $32M | $28M | $26M | $25M | $25M | $25M | $24M | · | |
| Deferred Tax | $47M | $48M | $47M | $44M | $36M | $37M | $37M | $45M | $49M | $52M | $54M | $48M | $56M | · | |
| Other Non-current Liabilities | $38M | $41M | $33M | $33M | $36M | $36M | $32M | $28M | $26M | $25M | $26M | $25M | $27M | · | |
| Total Liabilities | $713M | $723M | $715M | $725M | $720M | $720M | $712M | $725M | $735M | $747M | $762M | $815M | $822M | · | |
| Long-term Debt | $527M | $537M | $523M | $536M | $550M | $551M | $553M | $556M | $556M | $568M | $584M | $636M | $643M | · | |
| Total Debt | $527M | $537M | · | $536M | $550M | $551M | · | $556M | $556M | $568M | · | · | · | · | |
| Common Stock | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | · | |
| Paid-in Capital | $386M | $386M | $385M | $382M | $380M | $378M | $378M | $377M | $375M | $374M | $374M | $370M | $368M | · | |
| Retained Earnings | $69M | $71M | $64M | $58M | $58M | $48M | $45M | $83M | $89M | $72M | $68M | $66M | $53M | · | |
| Treasury Stock | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-3M | $-836.0K | $120.0K | $174.0K | $-208.0K | $-1M | $-1M | $-466.0K | $-852.0K | $-896.0K | $-710.0K | $-871.0K | $-1M | · | |
| Stockholders' Equity | $450M | $456M | $449M | $440M | $438M | $425M | $421M | $459M | $463M | $445M | $441M | $435M | $420M | $416M | |
| Liabilities + Equity | $1.16B | $1.18B | $1.16B | $1.17B | $1.16B | $1.14B | $1.13B | $1.18B | $1.20B | $1.19B | $1.20B | $1.25B | $1.24B | · | |
| Shares Outstanding | 120,140,393 | 119,969,661 | 119,670,987 | 119,405,911 | 119,405,911 | 119,082,657 | 118,748,697 | 118,703,283 | 118,683,472 | 118,311,341 | 117,707,280 | 117,249,854 | 117,172,216 | · |
Flujo de Efectivo 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | $-7M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $47M | $-3M | $6M | $7M | $40M | $-8M | $4M | $-2M | $26M | $19M | $31M | · | $4M | $148.0K | |
| CapEx | $6M | $3M | $2M | $2M | $5M | $3M | $2M | $2M | $1M | $1M | $2M | · | $1M | $2M | |
| Investing Cash Flow | $4M | $-10M | $-6M | $-6M | $-13M | $-8M | $5M | $-311.0K | $-1M | $-1M | $-1M | · | $-683.0K | $312.0K | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | $10M | |
| Net Debt Issued | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-15M | $9M | $-13M | $-15M | $-2M | $-2M | $-4M | $-272.0K | $-12M | $-18M | $-26M | · | $-8M | $8M | |
| Net Change in Cash | $36M | $-4M | $-13M | $-13M | $25M | $-17M | $5M | $-2M | $12M | $46.0K | $4M | · | $-5M | $10M | |
| Taxes Paid | $407M | $14.0K | $2M | $3M | $5M | $0 | $4M | $1M | $6M | $0 | $0 | · | $2M | $0 | |
| Free Cash Flow | · | $-6M | · | · | · | $-11M | · | · | · | $18M | · | · | $3M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $3M | · | · | $-11M | · |
Rentabilidad 8
| 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 | 41.0% | 41.2% | · | 43.2% | 41.7% | 41.9% | · | 39.0% | 41.5% | 32.8% | · | 39.8% | 39.3% | · | |
| Operating Margin | 1.6% | 11.9% | · | 11.5% | 16.5% | 12.6% | · | 4.2% | 16.4% | 6.4% | · | 17.1% | 15.1% | · | |
| Net Margin | -1.4% | 4.9% | · | -0.58% | 6.5% | 1.8% | · | -4.7% | 10.1% | 2.4% | · | 7.4% | 2.5% | · | |
| Pretax Margin | -2.1% | 6.2% | · | 0.33% | 8.6% | 2.5% | · | -5.8% | 11.3% | 1.8% | · | 9.7% | 3.4% | · | |
| EBITDA Margin | 1.6% | 11.9% | · | 11.5% | 16.5% | 12.6% | · | 4.2% | 16.4% | 6.4% | · | 17.1% | 15.1% | · | |
| ROA | -0.21% | 0.62% | · | -0.07% | 0.92% | 0.24% | · | -0.52% | 1.4% | 0.31% | · | · | · | · | |
| ROE | -0.55% | 1.7% | · | -0.18% | 2.4% | 0.65% | · | -1.4% | 3.8% | 0.86% | · | · | · | · | |
| ROIC | 0.19% | 1.4% | · | -2.8% | 2.1% | 1.4% | · | 0.44% | 2.4% | 1.3% | · | · | · | · |
Liquidez y Solvencia 5
| 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 | 3.1 | 3.2 | · | 2.8 | 2.9 | 2.9 | · | 2.9 | 2.8 | 2.8 | · | · | · | · | |
| Quick Ratio | 0.6 | 0.3 | · | 0.4 | 0.6 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | · | · | · | |
| Debt / Equity | 1.2 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | · | · | · | |
| LT Debt / Equity | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 0.9 | · | 3.0 | 1.4 | · |
Eficiencia 2
| 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 | · | · | · | · | |
| Inventory Turnover | 0.6 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | · | · | · |
Valoración (TTM) 13
| 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 | $624M | $605M | · | $592M | $623M | $615M | · | $619M | $660M | $663M | · | $682M | $706M | · | |
| Net Income TTM | $15M | $20M | · | $7M | $1M | $7M | · | $15M | $35M | $30M | · | $89M | $93M | · | |
| Market Cap | $304M | $349M | · | $388M | $247M | $313M | · | $360M | $425M | $528M | · | · | · | · | |
| Enterprise Value | $762M | $853M | · | $873M | $733M | $825M | · | $865M | $928M | $1.05B | · | · | · | · | |
| P/E | 21.1 | 18.2 | · | 65.0 | 10.3 | 18.8 | · | 23.3 | 12.3 | 23.5 | · | 5.3 | 3.4 | · | |
| P/S | 0.5 | 0.6 | · | 0.7 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.8 | · | · | · | · | |
| P/B | 0.7 | 0.8 | · | 0.9 | 0.6 | 0.7 | · | 0.8 | 0.9 | 1.2 | · | · | · | · | |
| P / Cash Flow | · | -122.2 | · | · | · | -39.9 | · | · | · | 28.0 | · | · | · | · | |
| P / FCF | · | -55.2 | · | · | · | -28.9 | · | · | · | 30.0 | · | · | · | · | |
| EV / EBITDA | 275.5 | 48.7 | · | 55.0 | 26.7 | 42.7 | · | 155.5 | 33.3 | 103.3 | · | · | · | · | |
| EV / FCF | · | -134.9 | · | · | · | -76.2 | · | · | · | 60.0 | · | · | · | · | |
| EV / Revenue | 1.2 | 1.4 | · | 1.5 | 1.2 | 1.3 | · | 1.4 | 1.4 | 1.6 | · | · | · | · | |
| Earnings Yield | 4.7% | 5.5% | · | 1.5% | 9.7% | 5.3% | · | 4.3% | 8.1% | 4.3% | · | 18.8% | 29.6% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $614M | $602M | $660M | $688M | $693M |
| Margen Bruto % | 43.4% | 39.6% | 38.8% | 36.9% | 41.4% |
| Margen Operativo % | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% |
| Beneficio neto | $19M | $-23M | $19M | $74M | $-27M |
| EPS Diluido | $0.16 | $-0.20 | $0.16 | $0.14 | $-0.30 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.2 | 1.3 | 1.3 | 1.6 | 2.1 |
| Ratio corriente | 2.7 | 3.1 | 3.2 | 3.2 | 3.2 |
| Ratio Rápido | 0.3 | 0.6 | 0.4 | 0.3 | 0.4 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $34M | $40M | $82M | $-1M | $6M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 140 declarantes · $123.8M 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 27 (+7 vs trimestre anterior) | 25 (+3 vs trimestre anterior) | 36 (-18 vs trimestre anterior) | 46 (+13 vs trimestre anterior) | -1.3M |
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 |
|---|---|---|---|---|
| Boston Partners | $17 343 609 | 6 800 470 | 14,01% | Acciones |
| Blue Owl Capital Holdings LP | $11 161 064 | 4 376 888 | 9,01% | Acciones |
| WASATCH ADVISORS LP | $11 106 591 | 3 617 782 | 8,97% | Acciones |
| BAMCO INC /NY/ | $8 287 500 | 3 250 000 | 6,69% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $8 035 101 | 3 151 020 | 6,49% | Acciones |
| CLEARLAKE CAPITAL GROUP, L.P. | $7 012 500 | 2 750 000 | 5,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $6 967 314 | 2 732 280 | 5,63% | Acciones |
| Hillsdale Investment Management Inc. | $5 154 471 | 2 021 361 | 4,16% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $3 835 857 | 1 503 917 | 3,10% | Acciones |
| STATE STREET CORP | $3 698 630 | 1 450 443 | 2,99% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3 361 530 | 1 318 247 | 2,71% | Acciones |
| Skylands Capital, LLC | $2 728 064 | 1 069 829 | 2,20% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 538 056 | 995 316 | 2,05% | Acciones |
| D. E. Shaw & Co., Inc. | $2 429 181 | 952 620 | 1,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 394 144 | 938 880 | 1,93% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 264 930 | 888 208 | 1,83% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 905 870 | 747 400 | 1,54% | Acciones |
| VANGUARD GROUP INC | $1 586 634 | 384 173 | 1,28% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 535 100 | 602 000 | 1,24% | Acciones |
| Empowered Funds, LLC | $1 499 441 | 588 016 | 1,21% | Acciones |
| Mink Brook Asset Management LLC | $1 406 932 | 551 738 | 1,14% | Acciones |
| Russell Investments Group, Ltd. | $1 311 788 | 514 427 | 1,06% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 292 264 | 506 770 | 1,04% | Acciones |
| First Eagle Investment Management, LLC | $1 162 282 | 455 797 | 0,94% | Acciones |
| NORGES BANK | $1 051 875 | 412 500 | 0,85% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 041 208 | 408 317 | 0,84% | Acciones |
| Qube Research & Technologies Ltd | $1 024 715 | 401 849 | 0,83% | Acciones |
| Vanguard Global Advisers, LLC | $869 213 | 340 868 | 0,70% | Acciones |
| TWO SIGMA ADVISERS, LP | $771 071 | 186 700 | 0,62% | Acciones |
| Penn Capital Management Company, LLC | $628 218 | 246 360 | 0,51% | Acciones |
| GOLDMAN SACHS GROUP INC | $627 410 | 246 043 | 0,51% | Acciones |
| ADVISORY RESEARCH INC | $614 320 | 240 910 | 0,50% | Acciones |
| ExodusPoint Capital Management, LP | $517 074 | 202 774 | 0,42% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $358 882 | 140 738 | 0,29% | Acciones |
| MORGAN STANLEY | $358 234 | 140 484 | 0,29% | Acciones |
| Bank of New York Mellon Corp | $347 356 | 136 218 | 0,28% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $338 640 | 132 800 | 0,27% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $307 597 | 120 626 | 0,25% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $266 752 | 86 890 | 0,22% | Acciones |
| RHUMBLINE ADVISERS | $238 055 | 93 357 | 0,19% | Acciones |
| Western Standard LLC | $236 885 | 92 896 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $219 660 | 86 141 | 0,18% | Acciones |
| Cubist Systematic Strategies, LLC | $204 213 | 65 036 | 0,16% | Acciones |
| UBS Group AG | $202 065 | 79 241 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $194 483 | 76 268 | 0,16% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $181 183 | 71 052 | 0,15% | Acciones |
| XTX Topco Ltd | $181 096 | 71 018 | 0,15% | Acciones |
| Engineers Gate Manager LP | $178 949 | 70 176 | 0,14% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $177 990 | 69 800 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $166 943 | 65 468 | 0,13% | Acciones |
| AMERIPRISE FINANCIAL INC | $163 842 | 64 252 | 0,13% | Acciones |
| BANK OF AMERICA CORP /DE/ | $148 152 | 58 099 | 0,12% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $140 929 | 55 266 | 0,11% | Acciones |
| BLAIR WILLIAM & CO/IL | $133 449 | 52 333 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $127 018 | 49 811 | 0,10% | Acciones |
| EntryPoint Capital, LLC | $123 864 | 48 574 | 0,10% | Acciones |
| DIVERSIFIED TRUST CO | $98 251 | 38 530 | 0,08% | Acciones |
| R Squared Ltd | $93 804 | 36 786 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91 787 | 35 995 | 0,07% | Acciones |
| CITIGROUP INC | $90 194 | 35 370 | 0,07% | Acciones |
| CWM, LLC | $80 311 | 26 160 | 0,06% | Acciones |
| Invesco Ltd. | $78 109 | 30 631 | 0,06% | Acciones |
| Focus Partners Wealth | $76 049 | 29 823 | 0,06% | Acciones |
| Centiva Capital, LP | $68 995 | 27 057 | 0,06% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $65 466 | 25 673 | 0,05% | Acciones |
| BlackRock, Inc. | $64 489 | 25 290 | 0,05% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $63 314 | 24 829 | 0,05% | Acciones |
| MARSHALL WACE, LLP | $59 979 | 23 521 | 0,05% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $59 731 | 23 424 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $52 418 | 20 556 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51 635 | 20 249 | 0,04% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $47 988 | 18 819 | 0,04% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $42 292 | 16 585 | 0,03% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $31 679 | 12 423 | 0,03% | Acciones |
| M&T Bank Corp | $30 498 | 11 960 | 0,02% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29 917 | 11 732 | 0,02% | Acciones |
| PRUDENTIAL FINANCIAL INC | $29 147 | 11 430 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $28 797 | 11 293 | 0,02% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $26 635 | 10 445 | 0,02% | Acciones |
| ProShare Advisors LLC | $26 107 | 10 238 | 0,02% | Acciones |
| US BANCORP \DE\ | $24 021 | 9 420 | 0,02% | Acciones |
| BARCLAYS PLC | $23 291 | 9 134 | 0,02% | Acciones |
| Creative Planning | $19 138 | 7 505 | 0,02% | Acciones |
| Nuveen Asset Management, LLC | $18 229 | 6 036 | 0,01% | Acciones |
| Legal & General Group Plc | $17 429 | 6 835 | 0,01% | Acciones |
| Nuveen, LLC | $15 392 | 6 036 | 0,01% | Acciones |
| Tower Research Capital LLC (TRC) | $13 793 | 5 409 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $13 201 | 5 177 | 0,01% | Acciones |
| Bogart Wealth, LLC | $12 750 | 5 000 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 694 | 4 135 | 0,01% | Acciones |
| FMR LLC | $12 459 | 4 886 | 0,01% | Acciones |
| Allspring Global Investments Holdings, LLC | $12 226 | 4 990 | 0,01% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $9 675 | 3 794 | 0,01% | Acciones |
| SUMMIT SECURITIES GROUP LLC | $8 639 | 3 388 | 0,01% | Acciones |
| HARBOUR INVESTMENTS, INC. | $7 650 | 3 000 | 0,01% | Acciones |
| Aquatic Capital Management LLC | $7 143 | 2 801 | 0,01% | Acciones |
| Pinnacle Wealth Planning Services, Inc. | $6 115 | 2 398 | 0,00% | Acciones |
| ROYAL BANK OF CANADA | $6 000 | 2 347 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $3 966 | 1 555 | 0,00% | Acciones |
| HUNTINGTON NATIONAL BANK | $3 710 | 1 455 | 0,00% | Acciones |
Informantes de la empresa 18 insiders · 9 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Thomas W Tomlinson | Chief Executive Officer | 15 de febrero de 2022 A | 284 459 | 0 | 0 | $0 |
| Dominic Bardos | Chief Financial Officer | 15 de febrero de 2022 A | 167 471 | 0 | 0 | $0 |
| Carly Kennedy | EVP & General Counsel | 6 de mayo de 2022 A | 12 923 | 0 | 0 | $0 |
| Patrick Lee Pierce | Chief Human Resources Officer | 15 de febrero de 2022 A | 17 736 | 0 | 0 | $0 |
| Jason Richard Bruce | VP Business Development | 15 de febrero de 2022 A | 28 519 | 0 | 0 | $0 |
| Sean Crawford | Chief Marketing Officer | 15 de febrero de 2022 A | 60 803 | 0 | 0 | $0 |
| Terrill M Rutledge | Chief Information Officer | 15 de febrero de 2022 A | 48 616 | 0 | 0 | $0 |
| Stephen Trussell | VP Finance | 15 de febrero de 2022 A | 31 180 | 0 | 0 | $0 |
| Vinod Nimmagadda | EVP Corp. Dev. & New Ventures | 15 de febrero de 2022 A | 71 921 | 0 | 0 | $0 |
| Anita Sehgal | Consejero | 11 de mayo de 2022 A | 9 320 | 0 | 0 | $0 |
| James D. Coady | Consejero | 11 de mayo de 2022 A | 26 320 | 0 | 0 | $0 |
| Owen Basham | Consejero | 11 de mayo de 2022 A | 26 320 | 0 | 0 | $0 |
| Michelle J. Gloeckler | Consejero | 11 de mayo de 2022 A | 26 320 | 0 | 0 | $0 |
| Ginger M Jones | Consejero | 11 de mayo de 2022 A | 26 320 | 0 | 0 | $0 |
| Matthew E Rubel | Consejero | 11 de mayo de 2022 A | 26 320 | 0 | 0 | $0 |
| Gina L Bianchini | Consejero | 23 de septiembre de 2021 A | 17 000 | 0 | 0 | $0 |
| Jesse Weaver | — | 12 de agosto de 2026 F | 661 695 | 0 | 0 | $0 |
| Matthew Stevenson | — | 12 de agosto de 2026 F | 3 124 324 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| David S. Lobel, Holley Parent Holdings, LLC, Sentinel Partners V, L.P., Sentinel Managing Company V, Inc., Sentinel Capital Partners V, L.P., Sentinel Capital Partners V-A, L.P., Sentinel Capital Investors V, L.P. ×9 presentaciones | 19 de septiembre de 2025 | 20,50% | Enmienda | — | SEC |
| MidOcean Partners V, L.P. (2), MidOcean Partners V Executive, L.P. (2), Empower Sponsor Holdings LLC (2), MidOcean Associates V, L.P. (2), Ultramar Capital, Ltd. (2), James Edward Virtue (2) ×2 presentaciones | 8 de agosto de 2022 | — | Presentación inicial | — | 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 29 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,05% | 267 578 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,04% | 1 485 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 824 523 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 114 989 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 449 204 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 67 159 SH | 8 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,01% | 307 361 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 395 412 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 84 129 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,01% | 196 785 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 2 197 089 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 33 682 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 6 582 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 3 595 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 268 700 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 2 812 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 2 842 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 10 000 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 71 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 971 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 19 714 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 652 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 7 815 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10 245 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 37 361 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 18 100 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 656 158 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 417 721 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6 659 SH | 8 de agosto de 2026 | Diario |