IBP Instantánea de la Acción
Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
03
Precio$193.00
Capitalización Bursátil (MRQ)$5.13B
P/E (TTM)20.8
BPA (TTM)$9.27
Ingresos (TTM)$2.96B
Rendimiento div.1.7%
ROE (TTM)38.5%
Deuda/Capital (MRQ)1.7
Rango 52S$187–$349
IBP Gráfico del Precio de la Acción
OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
04
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
06
Ingresos$2.97B2016-12-31 → 2025-12-31
BPA$9.712016-12-31 → 2025-12-31
Flujo de caja libre$301M2016-12-31 → 2025-12-31
Margen neto8.5%2016-12-31 → 2025-12-31
Valoración y ratios07–12
Valoración
Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IBP
promedio 5A
Mediana de Pares
Veredicto
P/E (TTM)
20.8promedio 5A ≈22.6
≈22.6
17.4
Sobrevalorado
P/S (TTM)
1.7promedio 5A ≈1.8
≈1.8
1.8
Sobrevalorado
P/C (MRQ)
8.0promedio 5A ≈7.9
≈7.9
1.8
Sobrevalorado
EV / EBITDA
12.9promedio 5A ≈15.1
≈15.1
·
·
Precio / FCF (TTM)
17.6promedio 5A ≈22.5
≈22.5
·
·
Precio / Flujo de Caja (TTM)
14.2promedio 5A ≈17.4
≈17.4
14.0
Sobrevalorado
EV / Revenue (EV / Ingresos)
1.9promedio 5A ≈2.0
≈2.0
·
·
EV / FCF
19.2promedio 5A ≈25.3
≈25.3
·
·
Precio / Valor Contable Tangible (MRQ)
13.8
·
·
·
PEG Ratio (Ratio PEG)
≈0.9
·
·
·
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
IBP
promedio 5A
Mediana de Pares
Veredicto
Margen Bruto (TTM)
33.6%promedio 5A ≈32.4%
≈32.4%
27.3%
De primer nivel
Margen Operativo (TTM)
12.4%promedio 5A ≈12.4%
≈12.4%
9.5%
De primer nivel
Margen EBITDA (TTM)
14.6%promedio 5A ≈13.8%
≈13.8%
9.6%
De primer nivel
Margen antes de impuestos (TTM)
11.3%promedio 5A ≈11.0%
≈11.0%
10.3%
En línea
Margen de Beneficio Neto (TTM)
8.5%promedio 5A ≈8.2%
≈8.2%
8.3%
En línea
ROA (TTM)
11.7%promedio 5A ≈12.0%
≈12.0%
10.0%
De primer nivel
ROE (TTM)
38.5%promedio 5A ≈37.7%
≈37.7%
16.9%
De primer nivel
ROIC
18.0%promedio 5A ≈16.7%
≈16.7%
·
·
Salud financiera
Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IBP
promedio 5A
Mediana de Pares
Veredicto
Deuda / Patrimonio (MRQ)
1.7promedio 5A ≈1.5
≈1.5
·
·
Ratio corriente (MRQ)
3.0promedio 5A ≈2.9
≈2.9
·
·
Quick Ratio (Ratio Rápido)
2.2promedio 5A ≈2.1
≈2.1
·
·
Deuda a Largo Plazo / Patrimonio (MRQ)
1.6promedio 5A ≈1.5
≈1.5
·
·
Crecimiento
Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
IBP
promedio 5A
Mediana de Pares
Veredicto
Revenue YoY (Ingresos interanuales)
1.0%promedio 5A ≈13.1%
≈13.1%
·
·
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.6%promedio 5A ≈12.3%
≈12.3%
·
·
Revenue CAGR 5Y (Ingresos CAGR 5A)
12.4%
·
·
·
EPS YoY (EPS interanual)
6.7%promedio 5A ≈27.9%
≈27.9%
·
·
Net Income YoY (Beneficio Neto interanual)
3.4%promedio 5A ≈25.6%
≈25.6%
·
·
EPS CAGR 3Y (CAGR BPA 3A)
7.8%promedio 5A ≈25.8%
≈25.8%
·
·
EPS CAGR 5Y (CAGR BPA 5A)
24.3%
·
·
·
Net Income CAGR 3Y (CAGR Beneficio Neto 3A)
5.9%promedio 5A ≈23.7%
≈23.7%
·
·
Net Income CAGR 5Y (CAGR Beneficio Neto 5A)
22.2%
·
·
·
Métricas por acción
BPA, valor contable por acción, flujo de caja por acción, dividendo por acción
Métrica
Tendencia a 5 años
IBP
promedio 5A
Mediana de Pares
Veredicto
EPS (Diluted) (BPA (Diluido))
$9.71promedio 5A ≈$7.83
≈$7.83
·
·
Revenue / Share (Ingresos / Acción)
$108.71promedio 5A ≈$94.03
≈$94.03
·
·
Cash Flow / Share (Flujo de Caja / Acción)
$13.59promedio 5A ≈$10.39
≈$10.39
·
·
Cash / Share (Efectivo / Acción)
$11.93promedio 5A ≈$11.34
≈$11.34
·
·
Eficiencia de capital
Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IBP
promedio 5A
Mediana de Pares
Veredicto
Asset Turnover (Rotación de Activos)
1.4promedio 5A ≈1.5
≈1.5
1.1
De primer nivel
Inventory Turnover (Rotación de Inventario)
9.9promedio 5A ≈11.1
≈11.1
·
·
Receivables Turnover (Rotación de Cuentas por Cobrar)
6.8promedio 5A ≈6.9
≈6.9
·
·
Revenue / Employee (Ingresos / Empleado)
≈$285.7K
·
·
·
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos
Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
13
Rendimiento por Dividendo1.7%
Ratio de Pago33.0%
Pago anualizado≈$1.56Pago trimestral
Racha de Crecimiento≈3Años consecutivos de crecimiento de dividendos
Fecha ex-dividendo
Monto
Moneda
Rendimiento
Sep 15, 2026
$0,39
USD
≈1.7%
Jun 15, 2026
$0,39
USD
≈1.6%
Mar 13, 2026
$2,19
USD
≈1.9%
Dic 15, 2025
$0,37
USD
≈1.2%
Sep 15, 2025
$0,37
USD
≈1.2%
Jun 13, 2025
$0,37
USD
≈1.9%
Mar 14, 2025
$2,07
USD
≈1.8%
Dic 13, 2024
$0,35
USD
≈1.5%
Sep 13, 2024
$0,35
USD
≈1.3%
Jun 14, 2024
$0,35
USD
≈1.4%
Mar 14, 2024
$1,95
USD
≈1.2%
Dic 14, 2023
$0,33
USD
≈1.2%
Sep 14, 2023
$0,33
USD
≈1.7%
Jun 14, 2023
$0,33
USD
≈1.8%
Mar 14, 2023
$1,23
USD
≈2.0%
Dic 14, 2022
$0,32
USD
≈2.4%
Sep 14, 2022
$0,32
USD
≈2.5%
Jun 14, 2022
$0,32
USD
≈2.5%
Mar 14, 2022
$1,22
USD
≈2.2%
Dic 14, 2021
$0,30
USD
≈0.88%
Historial de Ganancias
EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
14
Sorpresa Media8.4%
Próximo informeNov 03, 2026
Período
Informe
EPS Actual
EPS est.
Sorpresa
30 de junio de 2026
Ago 5, 2026
$2.91
$2.57
13.2%
31 de marzo de 2026
$1.79
$1.98
-9.8%
31 de diciembre de 2025
$3.24
$2.79
16.1%
30 de septiembre de 2025
$3.18
$2.76
15.1%
30 de junio de 2025
$2.95
$2.42
22.0%
31 de marzo de 2025
$2.08
$2.21
-5.9%
Fundamentales Completos
Todas las métricas por año — estado de resultados, balance general, flujo de caja
15
Estado de resultados16
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue
$2.97B
$2.94B
$2.78B
$2.67B
$1.97B
$1.65B
$1.51B
$1.34B
$1.13B
$863M
$663M
$518M
Cost of Revenue
$1.96B
$1.95B
$1.85B
$1.84B
$1.38B
$1.14B
$1.08B
$965M
$809M
$611M
$474M
$378M
Gross Profit
$1.01B
$994M
$931M
$828M
$590M
$510M
$435M
$372M
$324M
$252M
$188M
$140M
SG&A Expense
$437M
$425M
$385M
$336M
$272M
$238M
$214M
$186M
$164M
$125M
$99M
$81M
Operating Expenses
$623M
$612M
$562M
$482M
$402M
$348M
·
·
·
·
·
·
Operating Income
$386M
$382M
$369M
$345M
$188M
$162M
$121M
$93M
$74M
$66M
$45M
$26M
Interest Expense
·
·
$37M
$42M
$33M
$30M
$28M
$20M
$17M
$6M
$4M
$3M
Other Non-op
$2M
$800.0K
$1M
$-500.0K
$400.0K
$-399.0K
$-451.0K
$-535.0K
$-1M
$-263.0K
$716.0K
$167.0K
Pretax Income
$357M
$346M
$333M
$303M
$156M
$131M
$93M
$72M
$56M
$60M
$42M
$23M
Income Tax
$92M
$90M
$89M
$80M
$37M
$34M
$24M
$17M
$15M
$21M
$15M
$9M
Net Income
$265M
$257M
$244M
$223M
$119M
$97M
$68M
$55M
$41M
$38M
$27M
$14M
EPS (Basic)
$9.76
$9.16
$8.65
$7.78
$4.04
$3.30
$2.29
$1.76
$1.30
$1.23
·
·
EPS (Diluted)
$9.71
$9.10
$8.61
$7.74
$4.01
$3.27
$2.28
$1.75
$1.30
$1.23
·
·
Shares (Basic)
27,201,802
28,030,187
28,161,583
28,708,166
29,367,676
29,504,115
29,752,644
31,107,231
31,639,283
31,301,887
31,298,163
30,106,862
Shares (Diluted)
27,327,972
28,190,404
28,306,313
28,869,501
29,628,527
29,717,609
29,873,106
31,229,558
31,756,363
31,363,290
31,334,569
30,106,862
EBITDA
$448M
$438M
$418M
$390M
$188M
$162M
$121M
$93M
$74M
$66M
$45M
$26M
Balance general30
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Cash & Equivalents
$322M
$328M
$386M
$230M
$333M
$232M
$178M
$90M
$63M
$14M
$7M
$11M
Short-term Investments
·
·
·
·
$0
$0
$38M
$10M
$30M
·
·
·
Receivables
$444M
$434M
$423M
$397M
$313M
$267M
$245M
$214M
$181M
$128M
$103M
$72M
Inventory
$203M
$195M
$163M
$177M
$143M
$77M
$75M
$61M
$48M
$40M
$29M
$24M
Prepaid Expense
$74M
$99M
$97M
$81M
$70M
$49M
$47M
·
·
·
·
·
Other Current Assets
·
·
·
·
·
·
$47M
$36M
$33M
$9M
$11M
$12M
Current Assets
$1.04B
$1.05B
$1.07B
$884M
$859M
$624M
$582M
$412M
$355M
$192M
$150M
$119M
PP&E (Net)
·
·
·
·
·
$104M
$106M
$90M
$81M
$68M
$58M
$39M
PP&E (Gross)
·
·
·
·
·
·
$264M
$223M
$191M
$157M
$129M
$98M
Accum. Depreciation
·
·
·
·
·
·
$158M
$133M
$110M
$89M
$71M
$58M
Goodwill
$450M
$433M
$399M
$374M
$323M
$217M
$196M
$173M
$155M
$107M
$91M
$53M
Intangibles
$262M
$270M
$269M
$283M
$264M
$171M
$154M
$150M
$138M
$86M
$67M
$18M
Other Non-current Assets
$32M
$32M
$28M
$42M
$31M
$18M
$16M
$10M
$9M
$9M
$8M
$4M
Total Assets
$2.07B
$2.06B
$1.98B
$1.78B
$1.65B
$1.19B
$1.10B
$835M
$739M
$462M
$374M
$234M
Accounts Payable
$119M
$147M
$159M
$149M
$133M
$101M
$99M
$97M
$87M
$68M
$51M
$47M
Current Liabilities
$344M
$359M
$346M
$328M
$308M
$236M
$214M
$182M
$160M
$130M
$97M
$77M
Capital Leases
$61M
$61M
$50M
$50M
$46M
$34M
$30M
$4M
$6M
$8M
$12M
$18M
Deferred Tax
$25M
$26M
$24M
$28M
$5M
$35.0K
$9M
$7M
$6M
$14M
$15M
$10M
Other Non-current Liabilities
$74M
$60M
$48M
$42M
$42M
$53M
$48M
$28M
$25M
$21M
$22M
$13M
Total Liabilities
$1.36B
$1.35B
$1.31B
$1.29B
$1.24B
$868M
$849M
$652M
$528M
$308M
$259M
$142M
Long-term Debt
$887M
$875M
$867M
$861M
$863M
$565M
$569M
$455M
$348M
$151M
$123M
$27M
Total Debt
$887M
$875M
$867M
$861M
$863M
$565M
$569M
$455M
$348M
$151M
$124M
$27M
Common Stock
·
·
$300.0K
$300.0K
$333.0K
$331.0K
$329.0K
$327.0K
$325.0K
$321.0K
$320.0K
$319.0K
Paid-in Capital
·
·
·
·
·
·
·
·
$174M
$159M
$157M
$154M
Retained Earnings
$1.04B
$866M
$694M
$513M
$353M
$269M
$173M
$105M
$48M
$7M
$-31M
$-58M
Treasury Stock
$640M
$457M
$302M
$289M
$147M
$142M
$107M
$104M
$13M
$12M
$11M
$5M
AOCI
$22M
$35M
$34M
$41M
$-227.0K
$-9M
$-7M
$-431.0K
$507.0K
·
·
·
Stockholders' Equity
$710M
$705M
$670M
$494M
$417M
$319M
$250M
$182M
$211M
$154M
$114M
$92M
Liabilities + Equity
$2.07B
$2.06B
$1.98B
$1.78B
$1.65B
$1.19B
$1.10B
$835M
$739M
$462M
$374M
$234M
Shares Outstanding
26,975,227
27,758,491
28,367,338
28,306,482
29,706,401
29,623,272
30,016,340
29,915,611
31,862,146
31,484,774
31,366,328
31,539,087
Flujo de Efectivo19
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
D&A
$61M
$55M
$49M
$44M
$41M
$39M
$39M
$33M
$28M
$24M
$17M
$12M
Stock-based Comp
$22M
$19M
$16M
$14M
$14M
$11M
$9M
$8M
$7M
$2M
$2M
$300.0K
Deferred Tax
$4M
$2M
$600.0K
$7M
$-400.0K
$-8M
$5M
$311.0K
$-6M
$-605.0K
$-2M
$-378.0K
Amort. of Intangibles
$41M
$42M
$44M
$44M
$37M
$29M
$25M
$25M
$27M
$11M
$6M
$3M
Other Non-cash
$19M
$7M
$31M
$-11M
·
·
·
·
·
·
·
·
Operating Cash Flow
$371M
$340M
$340M
$278M
$138M
$181M
$123M
$97M
$69M
$73M
$35M
$20M
CapEx
$71M
$89M
$62M
$46M
$37M
$34M
$50M
$35M
$32M
$27M
$27M
$6M
Investing Cash Flow
$-112M
$-159M
$-103M
$-159M
$-278M
$-78M
$-132M
$-74M
$-200M
$-80M
$-111M
$-16M
Debt Issued
·
·
·
·
·
·
·
$100M
$300M
$100M
$50M
$25M
Net Debt Issued
·
·
·
·
·
·
$-21M
$86M
$290M
$94M
$46M
$24M
Stock Issued
·
·
·
·
·
·
·
·
·
·
·
$14M
Stock Repurchased
$173M
$145M
$6M
$138M
$0
$34M
$0
$89M
·
·
$6M
$5M
Net Stock Activity
$-173M
$-145M
$-6M
$-138M
$0
$-34M
·
$-89M
·
·
$-6M
$9M
Dividends Paid
$88M
$85M
$63M
$63M
$35M
$0
$0
·
·
·
·
·
Financing Cash Flow
$-265M
$-240M
$-80M
$-223M
$242M
$-49M
$96M
$5M
$180M
$14M
$73M
$3M
Net Change in Cash
$-6M
$-59M
$157M
$-104M
$102M
$54M
$87M
$28M
$48M
$8M
$-4M
$7M
Taxes Paid
$82M
$84M
$92M
$69M
$39M
$37M
$23M
$5M
$39M
$19M
$13M
$9M
Free Cash Flow
$301M
$251M
$279M
$232M
$101M
$147M
$73M
$61M
$37M
$46M
$7M
$13M
Levered FCF
·
·
$252M
$202M
$76M
$125M
$52M
$46M
$24M
$42M
$5M
$11M
Rentabilidad8
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Gross Margin
34.0%
33.8%
33.5%
31.0%
29.9%
30.9%
28.8%
27.8%
28.6%
29.2%
28.4%
27.0%
Operating Margin
13.0%
13.0%
13.3%
12.9%
9.5%
9.8%
8.0%
7.0%
6.6%
7.6%
6.8%
4.9%
Net Margin
8.9%
8.7%
8.8%
8.4%
6.0%
5.9%
4.5%
4.1%
3.6%
4.5%
4.0%
2.7%
Pretax Margin
12.0%
11.8%
12.0%
11.4%
7.9%
7.9%
6.1%
5.4%
4.9%
6.9%
6.3%
4.4%
EBITDA Margin
15.1%
14.9%
15.0%
14.6%
9.5%
9.8%
8.0%
7.0%
6.6%
7.6%
6.8%
4.9%
ROA
12.9%
12.7%
13.0%
13.0%
8.4%
8.5%
7.0%
7.0%
6.9%
9.2%
8.7%
6.6%
ROE
38.6%
36.1%
37.5%
47.0%
29.3%
31.2%
28.5%
27.6%
20.2%
25.9%
24.2%
15.2%
ROIC
18.0%
17.9%
17.6%
18.8%
11.2%
13.6%
10.9%
11.1%
9.8%
13.9%
11.9%
13.3%
Liquidez y Solvencia5
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Current Ratio
3.0
2.9
3.1
2.7
2.8
2.6
2.7
2.3
2.2
1.5
1.5
1.6
Quick Ratio
2.2
2.1
2.3
1.9
2.1
2.1
2.1
1.7
1.7
1.1
1.1
1.1
Debt / Equity
1.2
1.2
1.3
1.7
2.1
1.8
2.3
2.5
1.7
1.0
1.1
0.3
LT Debt / Equity
1.2
1.2
1.2
1.7
2.0
1.7
2.2
2.4
1.6
0.9
1.0
0.3
Interest Coverage
·
·
10.0
8.3
5.7
5.3
4.3
4.5
4.3
10.7
12.0
8.1
Eficiencia3
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Asset Turnover
1.4
1.5
1.5
1.6
1.4
1.4
1.6
1.7
1.9
2.1
2.2
2.4
Inventory Turnover
9.9
10.9
10.9
11.5
12.5
15.1
15.9
17.6
18.3
17.6
17.8
17.3
Receivables Turnover
6.8
6.9
6.8
7.5
6.8
6.5
6.6
6.8
7.3
7.5
7.6
7.9
Por Acción6
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Book Value / Share
$26.32
$25.41
$23.63
$17.43
$14.03
$10.77
$8.33
$6.10
$6.61
$4.89
$3.65
$2.91
Revenue / Share
$108.71
$104.34
$98.16
$92.48
$66.44
$55.63
$50.60
$42.79
$35.68
$27.52
$21.15
·
Cash Flow / Share
$13.59
$12.06
$12.02
$9.63
$4.67
$6.08
$4.12
$3.09
$2.17
$2.34
$1.10
·
Cash / Share
$11.93
$11.80
$13.62
$8.11
$11.23
$7.82
$5.93
$3.02
$1.96
$0.46
$0.22
$0.34
Dividend / Share
$3.18
$3.00
$2.22
$2.16
$1.20
$0.00
$0.00
·
·
·
·
·
EPS (TTM)
$9.71
$9.10
$8.61
$7.74
$4.01
$3.27
$2.28
$1.75
$1.30
$1.23
$0.74
·
Tasas de Crecimiento9
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue YoY
1.0%
5.9%
4.1%
35.6%
19.1%
·
·
·
·
·
·
·
Revenue CAGR 3Y
3.6%
14.3%
18.9%
·
·
·
·
·
·
·
·
·
Revenue CAGR 5Y
12.4%
·
·
·
·
·
·
·
·
·
·
·
EPS YoY
6.7%
5.7%
11.2%
93.0%
22.6%
·
·
·
·
·
·
·
EPS CAGR 3Y
7.8%
31.4%
38.1%
·
·
·
·
·
·
·
·
·
EPS CAGR 5Y
24.3%
·
·
·
·
·
·
·
·
·
·
·
Net Income YoY
3.4%
5.3%
9.1%
88.0%
22.2%
·
·
·
·
·
·
·
Net Income CAGR 3Y
5.9%
29.3%
35.8%
·
·
·
·
·
·
·
·
·
Net Income CAGR 5Y
22.2%
·
·
·
·
·
·
·
·
·
·
·
Valoración (TTM)17
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue TTM
$2.97B
$2.94B
$2.78B
$2.67B
$1.97B
$1.65B
$1.51B
$1.34B
$1.13B
$863M
$663M
$518M
Net Income TTM
$265M
$257M
$244M
$223M
$119M
$97M
$68M
$55M
$41M
$38M
$27M
$14M
Market Cap
$7.00B
$4.86B
$5.19B
$2.42B
$4.15B
$3.02B
$2.07B
$1.01B
$2.42B
$1.30B
$779M
$562M
Enterprise Value
$7.56B
$5.41B
$5.67B
$3.05B
$4.68B
$3.35B
$2.42B
$1.36B
$2.67B
$1.44B
$896M
$578M
P/E
26.7
19.3
21.2
11.1
34.8
31.2
30.2
19.3
58.4
33.6
33.6
·
P/S
2.4
1.7
1.9
0.9
2.1
1.8
1.4
0.8
2.1
1.5
1.2
1.1
P/B
9.9
6.9
7.7
4.9
10.0
9.5
8.3
5.5
11.5
8.4
6.8
6.1
P / Tangible Book
·
2211.2
1852.2
·
·
·
·
·
·
·
·
·
P / Cash Flow
18.8
14.3
15.2
8.7
30.0
16.7
16.8
10.4
35.2
17.7
22.5
28.7
P / FCF
23.3
19.4
18.6
10.4
41.0
20.5
28.4
16.4
65.2
28.1
107.5
41.9
EV / EBITDA
16.9
12.4
13.5
7.8
24.9
20.7
20.0
14.6
36.0
21.8
19.9
22.6
EV / FCF
25.1
21.5
20.3
13.2
46.2
22.8
33.2
22.2
72.1
31.1
123.7
43.1
EV / Revenue
2.5
1.8
2.0
1.1
2.4
2.0
1.6
1.0
2.4
1.7
1.4
1.1
Dividend Yield
1.2%
1.7%
1.2%
2.6%
0.85%
0.00%
0.00%
·
·
·
·
·
Earnings Yield
3.7%
5.2%
4.7%
9.0%
2.9%
3.2%
3.3%
5.2%
1.7%
3.0%
3.0%
·
Payout Ratio
33.0%
33.0%
25.9%
28.1%
29.7%
·
·
·
·
·
·
·
Annual Payout
$88M
$85M
$63M
$63M
$35M
$0
$0
·
·
·
·
·
Estado de resultados16
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
Q1 2023
Q4 2022
Q3 2022
Revenue
$778M
$660M
$748M
$778M
$760M
$685M
$750M
$761M
$738M
$693M
$721M
$706M
$692M
$659M
$686M
$719M
Cost of Revenue
$519M
$448M
$486M
$514M
$500M
$461M
$498M
$504M
$486M
$458M
$475M
$464M
$460M
$449M
$469M
$498M
Gross Profit
$259M
$212M
$262M
$264M
$260M
$224M
$252M
$257M
$251M
$234M
$246M
$242M
$232M
$210M
$217M
$221M
SG&A Expense
$117M
$110M
$105M
$111M
$113M
$108M
$106M
$109M
$107M
$103M
$103M
$97M
$96M
$90M
$88M
$84M
Operating Expenses
$164M
$155M
$153M
$157M
$159M
$154M
$153M
$156M
$157M
$147M
$148M
$140M
$140M
$134M
·
·
Operating Income
$95M
$58M
$109M
$107M
$101M
$70M
$98M
$101M
$95M
$88M
$98M
$102M
$92M
$77M
$102M
$94M
Interest Expense
·
·
·
·
·
·
·
·
$8M
$12M
·
$10M
$10M
$10M
·
$11M
Other Non-op
$1M
$-200.0K
$1M
$400.0K
$700.0K
$-200.0K
$0
$300.0K
$100.0K
$400.0K
$400.0K
$200.0K
$200.0K
$200.0K
$198.0K
$-185.0K
Pretax Income
$85M
$47M
$102M
$100M
$93M
$61M
$89M
$94M
$87M
$76M
$90M
$93M
$83M
$67M
$93M
$83M
Income Tax
$20M
$12M
$25M
$26M
$24M
$16M
$22M
$25M
$22M
$20M
$25M
$25M
$21M
$18M
$24M
$22M
Net Income
$65M
$35M
$77M
$74M
$69M
$45M
$67M
$69M
$65M
$56M
$65M
$68M
$62M
$49M
$69M
$61M
EPS (Basic)
$2.44
$1.30
$2.83
$2.75
$2.53
$1.65
$2.41
$2.45
$2.32
$1.98
$2.29
$2.41
$2.19
$1.76
$2.41
$2.14
EPS (Diluted)
$2.43
$1.29
$2.81
$2.74
$2.52
$1.64
$2.39
$2.44
$2.30
$1.97
$2.29
$2.40
$2.18
$1.74
$2.40
$2.13
Shares (Basic)
26,634,628
26,798,598
·
27,070,368
27,323,118
27,517,419
·
27,986,997
28,174,677
28,171,444
·
28,204,328
28,174,279
28,075,678
·
28,478,954
Shares (Diluted)
26,711,418
26,965,335
·
27,171,749
27,403,669
27,695,912
·
28,116,557
28,317,801
28,385,001
·
28,318,633
28,273,334
28,278,220
·
28,595,707
EBITDA
$111M
$74M
·
$122M
$116M
$85M
·
$116M
$108M
$101M
·
·
$92M
$77M
·
$105M
Balance general25
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
Q1 2023
Q4 2022
Q3 2022
Cash & Equivalents
$394M
$474M
$322M
$333M
$305M
$299M
$328M
$406M
$380M
$400M
·
$340M
$255M
$219M
·
$203M
Short-term Investments
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
$25M
Receivables
$470M
$426M
$444M
$448M
$448M
$419M
$434M
$451M
$440M
$426M
·
$427M
$417M
$398M
·
$416M
Inventory
$224M
$206M
$203M
$188M
$192M
$198M
$195M
$182M
$176M
$171M
·
$160M
$163M
$170M
·
$182M
Prepaid Expense
$68M
$64M
$74M
$66M
$73M
$78M
$99M
$85M
$92M
$83M
·
$73M
$83M
$76M
·
$72M
Current Assets
$1.16B
$1.17B
$1.04B
$1.04B
$1.02B
$995M
$1.05B
$1.12B
$1.09B
$1.08B
·
$1000M
$918M
$863M
·
$898M
Goodwill
$470M
$461M
$450M
$444M
$437M
$436M
$433M
$415M
$406M
$400M
·
$395M
$393M
$393M
·
$357M
Intangibles
$268M
$266M
$262M
$260M
$260M
$267M
$270M
$256M
$257M
$260M
·
$271M
$279M
$290M
·
$276M
Other Non-current Assets
$44M
$42M
$32M
$28M
$28M
$29M
$32M
$24M
$34M
$38M
·
$43M
$37M
$34M
·
$46M
Total Assets
$2.25B
$2.23B
$2.07B
$2.05B
$2.02B
$2.00B
$2.06B
$2.07B
$2.03B
$2.00B
·
$1.92B
$1.84B
$1.78B
·
$1.76B
Accounts Payable
$152M
$125M
$119M
$138M
$150M
$142M
$147M
$169M
$158M
$157M
·
$144M
$138M
$135M
·
$156M
Current Liabilities
$387M
$350M
$344M
$372M
$357M
$345M
$359M
$377M
$353M
$340M
·
$325M
$315M
$316M
·
$359M
Capital Leases
$82M
$61M
$61M
$61M
$64M
$62M
$61M
$55M
$55M
$51M
·
$50M
$50M
$48M
·
$47M
Deferred Tax
$25M
$24M
$25M
$22M
$23M
$24M
$26M
$22M
$26M
$26M
·
$30M
$28M
$26M
·
$20M
Other Non-current Liabilities
$84M
$85M
$74M
$67M
$65M
$63M
$60M
$56M
$55M
$57M
·
$48M
$45M
$47M
·
$48M
Total Liabilities
$1.61B
$1.56B
$1.36B
$1.37B
$1.36B
$1.34B
$1.35B
$1.36B
$1.34B
$1.32B
·
$1.29B
$1.28B
$1.27B
·
$1.31B
Long-term Debt
$1.06B
$1.07B
$887M
$881M
$876M
$872M
$875M
$872M
$876M
$875M
·
$865M
$863M
$861M
·
$858M
Total Debt
$1.06B
$1.07B
·
$881M
$876M
$872M
·
$872M
$876M
$875M
·
·
$863M
$861M
·
$858M
Common Stock
·
·
·
·
·
·
·
·
·
$300.0K
·
$336.0K
$336.0K
$335.0K
·
$334.0K
Retained Earnings
$1.07B
$1.02B
$1.04B
$977M
$912M
$854M
$866M
$808M
$750M
$694M
·
$638M
$580M
$527M
·
$453M
Treasury Stock
$756M
$666M
$640M
$602M
$549M
$491M
$457M
$377M
$356M
$302M
·
$295M
$295M
$289M
·
$264M
AOCI
$23M
$22M
$22M
$23M
$26M
$30M
$35M
$28M
$38M
$38M
·
$45M
$40M
$34M
·
$42M
Stockholders' Equity
$640M
$668M
$710M
$679M
$664M
$661M
$705M
$716M
$685M
$679M
$670M
$628M
$561M
$505M
$494M
$458M
Liabilities + Equity
$2.25B
$2.23B
$2.07B
$2.05B
$2.02B
$2.00B
$2.06B
$2.07B
$2.03B
$2.00B
·
$1.92B
$1.84B
$1.78B
·
$1.76B
Shares Outstanding
26,579,168
26,938,128
26,975,227
27,125,389
27,326,871
27,610,399
27,758,491
28,141,744
28,234,462
28,436,558
·
28,409,655
28,410,568
28,375,037
·
28,604,098
Flujo de Efectivo15
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
Q1 2023
Q4 2022
Q3 2022
D&A
$16M
$16M
$16M
$15M
$15M
$15M
$15M
$14M
$13M
$13M
$13M
$12M
$12M
$12M
$11M
$11M
Stock-based Comp
$6M
$6M
$5M
$5M
$5M
$6M
$6M
$4M
$5M
$4M
$5M
$3M
$4M
$3M
$4M
$3M
Amort. of Intangibles
$10M
$10M
$11M
$10M
$10M
$10M
$11M
$10M
$10M
$11M
$11M
$11M
$11M
$11M
$10M
$11M
Other Non-cash
·
$46M
·
·
·
$26M
·
·
·
$12M
·
·
·
·
·
·
Operating Cash Flow
$69M
$102M
$65M
$124M
$90M
$92M
$75M
$101M
$79M
$85M
$90M
$112M
$64M
$74M
$79M
$99M
CapEx
$17M
$17M
$16M
$19M
$16M
$20M
$22M
$24M
$21M
$22M
$15M
$19M
$13M
$15M
$10M
$11M
Investing Cash Flow
$-38M
$-45M
$-32M
$-37M
$-17M
$-26M
$-65M
$-39M
$-34M
$-21M
$-26M
$-18M
$-12M
$-48M
$-19M
$58M
Stock Repurchased
$76M
$25M
$38M
$51M
$49M
$34M
$79M
$21M
$46M
$0
$6M
$0
$0
$0
$25M
$13M
Net Stock Activity
·
$-25M
·
·
·
$-34M
·
·
·
·
·
·
·
$0
·
·
Dividends Paid
$10M
$59M
$10M
$10M
$10M
$57M
$10M
$10M
$10M
$55M
$10M
$9M
$9M
$34M
$9M
$9M
Financing Cash Flow
$-111M
$95M
$-45M
$-59M
$-67M
$-95M
$-89M
$-36M
$-64M
$-50M
$-18M
$-9M
$-16M
$-37M
$-34M
$-24M
Net Change in Cash
$-80M
$152M
$-11M
$28M
$6M
$-29M
$-79M
$26M
$-20M
$13M
$47M
$85M
$37M
$-11M
$26M
$133M
Taxes Paid
$37M
$-600.0K
$24M
$21M
$36M
$700.0K
$21M
$20M
$42M
$800.0K
$28M
$20M
$43M
$2M
$26M
$21M
Free Cash Flow
·
$86M
·
·
·
$72M
·
·
·
$63M
·
·
·
$59M
·
·
Levered FCF
·
·
·
·
·
·
·
·
·
$54M
·
·
·
$52M
·
·
Rentabilidad8
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
Q1 2023
Q4 2022
Q3 2022
Gross Margin
33.3%
32.1%
·
34.0%
34.2%
32.7%
·
33.8%
34.1%
33.8%
·
·
33.6%
31.9%
·
30.8%
Operating Margin
12.2%
8.7%
·
13.7%
13.3%
10.2%
·
13.3%
12.8%
12.7%
·
·
13.3%
11.7%
·
13.1%
Net Margin
8.3%
5.3%
·
9.6%
9.1%
6.6%
·
9.0%
8.8%
8.1%
·
·
8.9%
7.5%
·
8.5%
Pretax Margin
10.9%
7.1%
·
12.9%
12.3%
8.9%
·
12.3%
11.8%
11.0%
·
·
11.9%
10.2%
·
11.6%
EBITDA Margin
14.3%
11.2%
·
15.7%
15.3%
12.4%
·
15.2%
14.7%
14.5%
·
·
13.3%
11.7%
·
14.6%
ROA
3.0%
1.7%
·
3.6%
3.4%
2.3%
·
3.4%
3.4%
3.0%
·
·
3.5%
2.9%
·
4.0%
ROE
10.0%
5.2%
·
10.7%
10.2%
6.8%
·
10.2%
10.5%
9.4%
·
·
12.8%
11.0%
·
14.3%
ROIC
4.2%
2.5%
·
5.1%
4.8%
3.4%
·
4.7%
4.6%
4.1%
·
·
4.8%
4.1%
·
5.2%
Liquidez y Solvencia5
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
Q1 2023
Q4 2022
Q3 2022
Current Ratio
3.0
3.3
·
2.8
2.9
2.9
·
3.0
3.1
3.2
·
3.1
2.9
2.7
·
2.5
Quick Ratio
2.2
2.6
·
2.1
2.1
2.1
·
2.3
2.3
2.4
·
2.4
2.1
1.9
·
1.8
Debt / Equity
1.7
1.6
·
1.3
1.3
1.3
·
1.2
1.3
1.3
·
1.4
1.5
1.7
·
1.9
LT Debt / Equity
1.6
1.6
·
1.2
1.3
1.3
·
1.2
1.2
1.2
·
1.3
1.5
1.6
·
1.8
Interest Coverage
·
·
·
·
·
·
·
·
11.6
7.4
·
10.5
9.4
7.9
·
8.8
Eficiencia3
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
Q1 2023
Q4 2022
Q3 2022
Asset Turnover
0.4
0.3
·
0.4
0.4
0.3
·
0.4
0.4
0.4
·
0.4
0.4
0.4
·
0.5
Inventory Turnover
2.5
2.2
·
2.8
2.7
2.5
·
2.9
2.9
2.7
·
2.7
2.6
2.7
·
3.3
Receivables Turnover
1.7
1.6
·
1.7
1.7
1.6
·
1.7
1.7
1.7
·
1.7
1.7
1.8
·
2.0
Por Acción6
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
Q1 2023
Q4 2022
Q3 2022
Book Value / Share
$24.06
$24.78
·
$25.02
$24.32
$23.94
·
$25.46
$24.27
$23.88
·
$22.11
$19.73
$17.81
·
$15.99
Revenue / Share
$29.12
$24.49
·
$28.64
$27.74
$24.73
·
$27.05
$26.05
$24.41
·
$24.95
$24.48
$23.32
·
$25.15
Cash Flow / Share
·
$3.79
·
·
·
$3.33
·
·
·
$2.99
·
·
·
$2.61
·
·
Cash / Share
$14.84
$17.61
·
$12.29
$11.17
$10.82
·
$14.43
$13.47
$14.06
·
$11.96
$8.98
$7.71
·
$7.11
Dividend / Share
$0.39
$2.19
$0.37
$0.37
$0.37
$2.07
$0.35
$0.35
$0.35
$1.95
$0.33
$0.33
$0.33
$1.23
$0.30
$0.32
EPS (TTM)
$9.27
$9.36
·
$9.29
$8.99
$8.77
·
$9.00
$8.96
$8.84
·
$8.72
$8.45
$8.34
·
$6.33
Valoración (TTM)14
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
Q1 2023
Q4 2022
Q3 2022
Revenue TTM
$2.96B
$2.95B
·
$2.97B
$2.96B
$2.93B
·
$2.91B
$2.86B
$2.81B
·
$2.74B
$2.76B
$2.74B
·
$2.52B
Net Income TTM
$251M
$255M
·
$256M
$250M
$246M
·
$254M
$254M
$250M
·
$248M
$241M
$239M
·
$184M
Market Cap
$6.11B
$7.14B
·
$6.69B
$4.93B
$4.73B
·
$6.93B
$5.81B
$7.36B
·
$3.55B
$3.98B
$3.24B
·
$2.32B
Enterprise Value
$6.78B
$7.74B
·
$7.24B
$5.50B
$5.31B
·
$7.40B
$6.30B
$7.83B
·
$4.07B
$4.59B
$3.88B
·
$2.95B
P/E
24.8
28.3
·
26.6
20.1
19.6
·
27.4
23.0
29.3
·
14.3
16.6
13.7
·
12.8
P/S
2.1
2.4
·
2.3
1.7
1.6
·
2.4
2.0
2.6
·
1.3
1.4
1.2
·
0.9
P/B
9.6
10.7
·
9.9
7.4
7.2
·
9.7
8.5
10.8
·
5.6
7.1
6.4
·
5.1
P / Tangible Book
·
·
·
·
·
·
·
152.3
257.0
402.0
·
·
·
·
·
·
P / Cash Flow
·
69.8
·
·
·
51.4
·
·
·
86.8
·
·
·
43.8
·
·
EV / Revenue
2.3
2.6
·
2.4
1.9
1.8
·
2.5
2.2
2.8
·
1.5
1.7
1.4
·
1.2
Dividend Yield
1.5%
1.2%
·
1.3%
1.8%
1.8%
·
1.2%
1.5%
1.1%
·
1.8%
1.6%
1.9%
·
2.7%
Earnings Yield
4.0%
3.5%
·
3.8%
5.0%
5.1%
·
3.6%
4.4%
3.4%
·
7.0%
6.0%
7.3%
·
7.8%
Payout Ratio
16.0%
168.7%
·
13.4%
14.6%
125.1%
·
14.3%
·
98.2%
·
·
·
70.1%
·
·
Annual Payout
$89M
$89M
·
$87M
$86M
$86M
·
$84M
$84M
$84M
·
$62M
$62M
$62M
·
$63M
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros
Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
16
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Ingresos
$2.97B
$2.94B
$2.78B
$2.67B
$1.97B
Margen Bruto %
34.0%
33.8%
33.5%
31.0%
29.9%
Margen Operativo %
13.0%
13.0%
13.3%
12.9%
9.5%
Beneficio neto
$265M
$257M
$244M
$223M
$119M
EPS Diluido
$9.71
$9.10
$8.61
$7.74
$4.01
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Deuda / Patrimonio
1.2
1.2
1.3
1.7
2.1
Ratio corriente
3.0
2.9
3.1
2.7
2.8
Ratio Rápido
2.2
2.1
2.3
1.9
2.1
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Flujo de caja libre
$301M
$251M
$279M
$232M
$101M
Propietarios institucionales (13F)
457 declarantes
· $6.2B total
· A fecha de 30 de septiembre de 2026
17
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.
Tenedores457
Valor en tenencia$6.2B
Nuevas posiciones72
Posiciones cerradas85
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones
Posiciones cerradas
Aumentado
Disminuido
Cambio neto de acciones
72 (-4 vs trimestre anterior)
85 (+42 vs trimestre anterior)
156 (+7 vs trimestre anterior)
145 (-13 vs trimestre anterior)
+463K
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.
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs
Mantenido por 63 ETFs
20
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.