IESC IES Holdings, Inc. - Common Stock
$693,12
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 31, 2026
Rango 52S
$314–$817
75% of range
Calificación del Analista
HOLD
6 analysts
Precio Objetivo
$850
+23% upside
P/E (TTM)
46.1
ROE
38.5%
Margen de Beneficio Neto
9.1%
Acerca de IES Holdings, Inc. - Common Stock Descripción general de la empresa de Wikipedia
IES Holdings, Inc., formerly known as Integrated Electrical Services, Inc., designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities.
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IES Holdings, Inc., formerly known as Integrated Electrical Services, Inc., designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities.
IES is headquartered in Houston, Texas and has 125+ locations with 8,000+ employees across the continental United States.
History
June 26, 1997 incorporates as Integrated Electrical Services Incorporated.
January 27, 1998, Integrated Electrical Services began trading with the symbol (IEE) on the New York Stock Exchange.
In 2002 Integrated Electrical Services was ranked as the largest electrical contractor in the United States, with $1.475 billion in revenue.
In February 2006, Integrated Electrical Services filed for chapter 11 bankruptcy and in the same year, three months later, emerged.
February 28, 2011 Integrated Electrical Services sold its subsidiary Key Electrical Supply Inc. to Elliott Electric Supply Inc.
In July 2020, Integrated Electrical Services was listed as number five on Houston Chronicle's "list of the region's 100 best performing public companies".
Founding companies
Business Segments
Infrastructure Solutions – Electro-mechanical
Communications – Technology services to corporations.
Residential – Electrical services to multi and single family type housing.
Industrial & Commercial – Design, construct and maintain industrial and commercial type of operations.
== Acquisitions ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
IESC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$693.12
Capitalización Bursátil
$13.76B
P/E (TTM)
46.1
BPA (TTM)
$15.02
Ingresos (TTM)
$3.37B
Rendimiento div.
—
ROE
38.5%
Deuda/Capital
0.0
Rango 52S
$314 – $817
IESC 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
$3.37B
2023-09-30
→
2025-09-30
BPA
$15.02
2023-09-30
→
2025-09-30
Flujo de caja libre
$219M
2023-09-30
→
2025-09-30
Márgenes
9.1%
2023-09-30
→
2025-09-30
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IESC
Mediana de Pares
P/E (TTM)
46.1
32.1
P/S (TTM) (P/V (TTM))
4.1
2.5
P/B (P/C)
15.6
6.7
EV / EBITDA
31.4
—
Price / FCF (Precio / FCF)
62.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
IESC
Mediana de Pares
Gross Margin (Margen Bruto)
25.5%
20.1%
Operating Margin (Margen Operativo)
11.4%
—
Net Profit Margin (Margen de Beneficio Neto)
9.1%
5.5%
ROA
21.4%
6.0%
ROE
38.5%
20.1%
ROIC
32.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IESC
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Current Ratio (Ratio corriente)
1.7
1.6
Quick Ratio (Ratio Rápido)
1.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
IESC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
16.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.9%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
23.1%
—
EPS YoY (EPS interanual)
51.9%
—
Net Income YoY (Beneficio Neto interanual)
39.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IESC
Mediana de Pares
IESC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
6 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 3 50,0%
- Venta 1 16,7%
- Venta fuerte 2 33,3%
Precio objetivo a 12 meses
1 analistas · 2026-08-16
Mín
$850.00
Máx
$850.00
Objetivo mediano
$850.00
+22,6%
Objetivo medio
$850.00
+22,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.93%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $7.57 | $4.93 | 2.6% |
| 31 de marzo de 2026 | $5.44 | $4.03 | 1.4% |
| 31 de diciembre de 2025 | $3.71 | $3.90 | -0.19% |
| 30 de septiembre de 2025 | $3.77 | $3.17 | 0.60% |
| 30 de junio de 2025 | $3.81 | $3.62 | 0.19% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| FIX | $32.83B | 32.3 | 29.5% | 11.2% | 46.3% | 24.1% |
| EME | $27.24B | 21.7 | 16.6% | 7.5% | 38.5% | 19.3% |
| MTZ | — | 42.9 | 16.2% | 2.8% | 12.9% | — |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | — |
| VMI | — | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| AGX | $4.84B | 35.6 | 8.1% | 14.6% | 32.2% | 20.5% |
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.37B | $2.88B | $2.38B | $2.17B | $1.54B | $1.19B | $1.08B | $877M | $811M | $696M | $574M | $512M | |
| Cost of Revenue | $2.51B | $2.19B | $1.93B | $1.85B | $1.25B | $963M | $895M | $727M | $670M | $569M | $474M | $429M | |
| Gross Profit | $859M | $697M | $445M | $319M | $288M | $228M | $182M | $150M | $140M | $127M | $100M | $83M | |
| SG&A Expense | $475M | $397M | $299M | $263M | $202M | $171M | $141M | $124M | $120M | $101M | $81M | $76M | |
| Operating Income | $384M | $301M | $160M | $56M | $86M | $50M | $42M | $26M | $20M | $25M | $18M | $8M | |
| Interest Expense | $2M | $1M | $3M | $3M | $962.0K | · | · | $2M | $2M | $1M | $1M | $2M | |
| Other Non-op | $12M | $5M | $2M | $-37.0K | $286.0K | $-12.0K | $148.0K | $340.0K | $165.0K | · | · | · | |
| Pretax Income | $394M | $305M | $159M | $53M | $85M | $49M | $40M | $24M | $19M | $24M | $18M | $6M | |
| Income Tax | $97M | $72M | $39M | $13M | $16M | $9M | $7M | $38M | $5M | $-97M | $661.0K | $748.0K | |
| Net Income | $306M | $219M | $108M | $35M | $67M | $42M | $33M | $-14M | $13M | $121M | $17M | $5M | |
| EPS (Basic) | $15.22 | $10.02 | $4.58 | $1.45 | $3.19 | $1.96 | $1.56 | $-0.67 | $0.62 | $5.63 | $0.77 | $0.29 | |
| EPS (Diluted) | $15.02 | $9.89 | $4.54 | $1.44 | $3.15 | $1.94 | $1.55 | $-0.67 | $0.62 | $5.62 | $0.77 | $0.29 | |
| Shares (Basic) | 19,917,463 | 20,160,143 | 20,196,850 | 20,667,745 | 20,790,307 | 20,795,892 | 21,082,012 | 21,196,388 | 21,280,549 | 21,279,342 | 21,480,622 | 18,417,564 | |
| Shares (Diluted) | 20,182,797 | 20,414,932 | 20,413,032 | 20,894,625 | 21,086,432 | 21,092,410 | 21,315,245 | 21,196,388 | 21,533,254 | 21,492,339 | 21,526,188 | 18,473,420 | |
| EBITDA | $430M | $338M | $189M | $81M | $107M | $63M | $51M | $35M | $30M | $31M | $21M | $10M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $127M | $101M | $76M | $25M | $23M | $54M | · | $26M | $28M | $33M | $49M | $47M | |
| Short-term Investments | $105M | $35M | $0 | · | · | · | · | · | · | · | · | · | |
| Receivables | $552M | $470M | $364M | $371M | $287M | $213M | $186M | $152M | $143M | $124M | $93M | $77M | |
| Inventory | $112M | $102M | $96M | $96M | $69M | $25M | $22M | $21M | $17M | $13M | $14M | $16M | |
| Prepaid Expense | $21M | $14M | $10M | $15M | $21M | $9M | $11M | $8M | $9M | $3M | $3M | $3M | |
| Current Assets | $1.09B | $872M | $671M | $624M | $484M | $371M | $296M | $263M | $232M | $210M | $189M | $168M | |
| PP&E (Net) | $183M | $134M | $63M | $54M | $35M | $25M | $26M | $25M | $25M | $16M | $12M | $10M | |
| PP&E (Gross) | $281M | $208M | $122M | $104M | $75M | $59M | $55M | $51M | $52M | $41M | $35M | $32M | |
| Accum. Depreciation | $98M | $73M | $59M | $50M | $41M | $35M | $30M | $26M | $28M | $25M | $23M | $22M | |
| Goodwill | $108M | $94M | $92M | $92M | $92M | $54M | $51M | $51M | $47M | $40M | $17M | $15M | |
| Intangibles | $42M | $46M | $56M | $72M | $86M | $39M | $27M | $31M | $31M | $32M | $5M | $4M | |
| Other Non-current Assets | $13M | $14M | $16M | $15M | $7M | $6M | $5M | $6M | $4M | $4M | $3M | $4M | |
| Total Assets | $1.60B | $1.24B | $982M | $935M | $767M | $561M | $445M | $422M | $424M | $394M | $226M | $200M | |
| Accounts Payable | $457M | $364M | $297M | $317M | $249M | $187M | $153M | $131M | $121M | $109M | $83M | $74M | |
| Short-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $633M | $523M | $401M | $402M | $312M | $242M | $193M | $164M | $151M | $133M | $108M | $96M | |
| Capital Leases | $62M | $40M | $42M | $38M | $29M | $21M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $12M | $17M | $13M | $16M | $12M | $2M | $4M | $4M | $7M | $7M | $7M | |
| Total Liabilities | $708M | $592M | $482M | $544M | $396M | $275M | $196M | $198M | $185M | $169M | $124M | $113M | |
| Long-term Debt | · | · | $0 | $82M | · | · | · | · | · | $30M | $10M | $10M | |
| Total Debt | $0 | $0 | $0 | $82M | $40M | $217.0K | $299.0K | $30M | $29M | $29M | $10M | $10M | |
| Common Stock | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | |
| Paid-in Capital | $211M | $203M | $203M | $202M | $202M | $201M | $193M | $197M | $197M | $195M | $194M | $195M | |
| Retained Earnings | $801M | $498M | $296M | $203M | $173M | $107M | $66M | $32M | $46M | $33M | $-88M | $-105M | |
| Treasury Stock | $128M | $90M | $49M | $44M | $29M | $24M | $12M | $9M | $7M | $5M | $4M | $2M | |
| AOCI | · | · | · | · | · | · | · | · | · | $0 | $0 | $-2.0K | |
| Stockholders' Equity | $884M | $611M | $450M | $361M | $346M | $283M | $246M | $220M | $237M | $223M | $101M | $88M | |
| Liabilities + Equity | $1.60B | $1.24B | $982M | $935M | $767M | $561M | $445M | $422M | $424M | $394M | $226M | $201M | |
| Shares Outstanding | 19,854,463 | 19,971,670 | 20,194,218 | 20,341,900 | 20,762,395 | 20,762,395 | 21,165,011 | 21,205,536 | 21,336,975 | 21,456,539 | 21,475,741 | 21,767,700 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $37M | $29M | $25M | $22M | $13M | $10M | $9M | $10M | $6M | $3M | $3M | |
| Stock-based Comp | $13M | $6M | $4M | $4M | $4M | $3M | $2M | $-136.0K | $2M | · | · | · | |
| Deferred Tax | $-3M | $-1M | $5M | $-31.0K | $12M | $5M | $6M | $38M | $7M | $-98M | $0 | $0 | |
| Amort. of Intangibles | $14M | $13M | $14M | $14M | $13M | $6M | $4M | $4M | $6M | $3M | $381.0K | $635.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | $-76M | $-26M | $7M | $-48M | $-66M | $14M | $-12M | $-21M | $-8M | $-3M | $-8M | $5M | |
| Operating Cash Flow | $286M | $234M | $154M | $16M | $38M | $77M | $39M | $12M | $22M | $25M | $12M | $13M | |
| CapEx | $67M | $45M | $18M | $29M | $7M | $5M | $6M | $5M | $5M | $3M | $3M | $2M | |
| Investing Cash Flow | $-164M | $-109M | $3M | $-30M | $-100M | $-34M | $-6M | $-12M | $-25M | $-61M | $-6M | $-2M | |
| Stock Issued | · | · | · | · | · | · | · | $11.0K | $218.0K | $220.0K | $0 | $20M | |
| Stock Repurchased | $42M | $44M | $8M | $19M | $7M | $8M | $10M | $2M | $2M | $590.0K | $4M | $179.0K | |
| Net Stock Activity | $-42M | $-44M | $-8M | $-19M | $-7M | $-8M | $-10M | $-2M | $-2M | $-370.0K | $-4M | $19M | |
| Financing Cash Flow | $-96M | $-100M | $-106M | $15M | $31M | $-9M | $-40M | $-2M | $-3M | $20M | $-4M | $16M | |
| Net Change in Cash | $26M | $25M | $51M | $2M | $-30M | $35M | $-7M | $-2M | $-5M | $-16M | $2M | $27M | |
| Taxes Paid | $117M | $62M | $12M | $4M | $5M | $323.0K | $1M | $3M | $2M | · | · | · | |
| Free Cash Flow | $219M | $189M | $136M | $-13M | $31M | $72M | $32M | $8M | $18M | $22M | $9M | $11M | |
| Levered FCF | $217M | $188M | $134M | · | · | · | · | $9M | $17M | $15M | $8M | $9M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 25.5% | 24.1% | 18.7% | 14.7% | 18.7% | 19.1% | 16.9% | 17.1% | 17.3% | 18.2% | 17.4% | 16.2% | |
| Operating Margin | 11.4% | 10.4% | 6.7% | 2.6% | 5.6% | 4.2% | 3.9% | 3.0% | 2.5% | 3.6% | 3.2% | 1.5% | |
| Net Margin | 9.1% | 7.6% | 4.6% | 1.6% | 4.3% | 3.5% | 3.1% | -1.6% | 1.7% | 17.3% | 2.9% | 1.0% | |
| Pretax Margin | 11.7% | 10.6% | 6.7% | 2.5% | 5.5% | 4.1% | 3.7% | 2.8% | 2.3% | 3.4% | 3.1% | 1.2% | |
| EBITDA Margin | 12.8% | 11.7% | 8.0% | 3.8% | 7.0% | 5.3% | 4.8% | 4.0% | 3.7% | 4.4% | 3.7% | 2.0% | |
| ROA | 21.4% | 18.3% | 11.5% | 3.8% | 9.0% | 7.7% | 7.5% | -3.5% | 3.2% | 35.9% | 7.5% | 2.8% | |
| ROE | 38.5% | 37.2% | 25.0% | 9.7% | 19.8% | 15.0% | 13.7% | -6.5% | 5.8% | 74.4% | 17.5% | 7.1% | |
| ROIC | 32.7% | 37.6% | 26.8% | 9.6% | 17.9% | 14.5% | 14.2% | -5.9% | 5.5% | 50.3% | 15.9% | 6.9% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.7 | 1.7 | 1.6 | 1.6 | 1.5 | 1.5 | 1.6 | 1.5 | 1.6 | 1.7 | 1.8 | |
| Quick Ratio | 1.2 | 1.2 | 1.1 | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.2 | 1.3 | 1.3 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| LT Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Interest Coverage | 211.4 | 224.9 | 52.9 | · | · | · | · | 13.3 | 12.0 | 19.5 | 16.4 | 4.9 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.4 | 2.4 | 2.5 | 2.4 | 2.1 | 2.2 | 2.4 | 2.1 | 1.9 | 2.1 | 2.6 | 2.7 | |
| Inventory Turnover | 23.6 | 22.2 | 20.1 | 22.4 | 26.7 | 41.5 | 42.1 | 38.4 | 44.4 | 41.8 | 31.6 | 23.7 | |
| Receivables Turnover | 6.6 | 6.9 | 6.5 | 6.6 | 6.1 | 6.0 | 6.4 | 6.0 | 6.1 | 6.4 | 6.7 | 6.8 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.9% | 21.3% | 9.7% | 41.0% | 29.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.9% | 23.4% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 51.9% | 117.8% | 215.3% | -54.3% | 62.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 118.5% | 46.4% | 32.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 50.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 39.6% | 102.4% | 211.5% | -47.9% | 60.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 106.5% | 48.7% | 37.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 49.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.37B | $2.88B | $2.38B | $2.17B | $1.54B | $1.19B | $1.08B | $877M | $811M | $696M | $574M | $512M | |
| Net Income TTM | $306M | $219M | $108M | $35M | $67M | $42M | $33M | $-14M | $13M | $121M | $17M | $5M | |
| Market Cap | $7.90B | $3.99B | $1.33B | $562M | $947M | $660M | $436M | $414M | $369M | $382M | $166M | $180M | |
| Enterprise Value | $7.66B | $3.85B | $1.25B | · | · | · | · | $417M | $370M | $378M | $127M | $142M | |
| P/E | 26.5 | 20.2 | 14.5 | 19.2 | 14.5 | 16.4 | 13.3 | -29.1 | 27.9 | 3.2 | 10.0 | 28.4 | |
| P/S | 2.3 | 1.4 | 0.6 | 0.3 | 0.6 | 0.6 | 0.4 | 0.5 | 0.5 | 0.5 | 0.3 | 0.4 | |
| P/B | 8.9 | 6.5 | 3.0 | 1.6 | 2.7 | 2.3 | 1.8 | 1.9 | 1.6 | 1.7 | 1.6 | 2.0 | |
| P / Tangible Book | 10.7 | 8.5 | 4.4 | 2.9 | 5.6 | 3.5 | · | · | · | · | · | · | |
| P / Cash Flow | 27.6 | 17.0 | 8.6 | 34.5 | 25.0 | 8.6 | 11.3 | 33.8 | 16.5 | 15.3 | 14.4 | 14.3 | |
| P / FCF | 36.1 | 21.1 | 9.8 | -43.2 | 31.0 | 9.2 | 13.4 | 54.0 | 20.8 | 17.7 | 19.0 | 16.9 | |
| EV / EBITDA | 17.8 | 11.4 | 6.6 | · | · | · | · | 12.0 | 12.4 | 12.3 | 6.0 | 14.0 | |
| EV / FCF | 35.0 | 20.3 | 9.2 | · | · | · | · | 54.4 | 20.8 | 17.5 | 14.5 | 13.4 | |
| EV / Revenue | 2.3 | 1.3 | 0.5 | · | · | · | · | 0.5 | 0.5 | 0.5 | 0.2 | 0.3 | |
| Earnings Yield | 3.8% | 5.0% | 6.9% | 5.2% | 6.9% | 6.1% | 7.5% | -3.4% | 3.6% | 31.6% | 10.0% | 3.5% |
Estado de resultados 15
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.24B | $974M | $871M | $898M | $890M | $834M | $750M | $776M | $768M | $706M | $634M | $649M | $584M | $569M | $575M | $617M | |
| Cost of Revenue | $902M | $719M | $651M | $665M | $651M | $625M | $572M | $589M | $574M | $534M | $491M | $508M | $477M | $468M | $479M | $520M | |
| Gross Profit | $341M | $255M | $220M | $233M | $240M | $209M | $178M | $186M | $195M | $172M | $144M | $141M | $108M | $101M | $95M | $98M | |
| SG&A Expense | $162M | $142M | $122M | $129M | $127M | $116M | $103M | $111M | $105M | $95M | $86M | $87M | $74M | $69M | $68M | $73M | |
| Operating Income | $179M | $112M | $98M | $104M | $112M | $93M | $75M | $75M | $90M | $78M | $58M | $53M | $34M | $32M | $41M | $25M | |
| Interest Expense | $1M | $2M | $466.0K | $496.0K | $534.0K | $266.0K | $518.0K | $140.0K | $395.0K | $406.0K | $397.0K | $398.0K | $391.0K | $1M | $1M | $1M | |
| Other Non-op | $1M | $574.0K | $2M | $7M | $694.0K | $765.0K | $1M | $5M | $-570.0K | $-1M | $1M | $532.0K | $189.0K | $2M | $-695.0K | $806.0K | |
| Pretax Income | $205M | $149M | $116M | $109M | $109M | $99M | $78M | $80M | $89M | $76M | $59M | $53M | $34M | $32M | $39M | $25M | |
| Income Tax | $51M | $38M | $28M | $21M | $29M | $26M | $20M | $15M | $23M | $19M | $15M | $12M | $8M | $8M | $10M | $7M | |
| Net Income | $154M | $110M | $92M | $96M | $79M | $73M | $58M | $52M | $67M | $57M | $44M | $32M | $26M | $24M | $26M | $16M | |
| EPS (Basic) | $7.67 | $5.51 | $4.58 | $5.06 | $3.86 | $3.54 | $2.76 | $3.10 | $2.71 | $2.32 | $1.89 | $1.68 | $0.82 | $0.93 | $1.15 | $0.72 | |
| EPS (Diluted) | $7.57 | $5.44 | $4.51 | $4.99 | $3.81 | $3.50 | $2.72 | $3.06 | $2.67 | $2.29 | $1.87 | $1.67 | $0.81 | $0.92 | $1.14 | $0.72 | |
| Shares (Basic) | 19,924,154 | 19,926,397 | 19,887,058 | -39,898,395 | 19,856,289 | 19,969,618 | 19,989,951 | -40,490,888 | 20,224,102 | 20,227,342 | 20,199,587 | -40,397,881 | 20,181,793 | 20,170,824 | 20,242,114 | -41,525,720 | |
| Shares (Diluted) | 20,197,707 | 20,186,385 | 20,173,340 | -40,380,744 | 20,104,257 | 20,213,442 | 20,245,842 | -40,996,841 | 20,496,870 | 20,479,755 | 20,435,148 | -40,829,501 | 20,405,702 | 20,387,796 | 20,449,035 | -41,776,125 | |
| EBITDA | $195M | $112M | $110M | · | $112M | $93M | $86M | · | $90M | $78M | $66M | · | $34M | $32M | $47M | · |
Balance general 27
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $77M | $49M | $89M | $127M | $101M | $22M | $59M | $101M | $45M | $106M | $87M | · | $29M | $15M | $5M | · | |
| Short-term Investments | $311M | $214M | $170M | $105M | $67M | $66M | $53M | $35M | · | · | · | · | · | · | · | · | |
| Receivables | $723M | $657M | $524M | $552M | $536M | $516M | $459M | $470M | $458M | $417M | $389M | · | $341M | $331M | $348M | · | |
| Inventory | $134M | $127M | $110M | $112M | $109M | $108M | $104M | $102M | $107M | $105M | $114M | · | $103M | $106M | $100M | · | |
| Prepaid Expense | $31M | $30M | $26M | $21M | $20M | $20M | $20M | $14M | $31M | $34M | $16M | · | $13M | $18M | $21M | · | |
| Current Assets | $1.53B | $1.29B | $1.11B | $1.09B | $1.01B | $914M | $844M | $872M | $789M | $796M | $728M | · | $604M | $592M | $589M | · | |
| PP&E (Net) | $354M | $321M | $220M | $183M | $164M | $155M | $138M | $134M | $127M | $68M | $65M | · | $57M | $55M | $54M | · | |
| PP&E (Gross) | · | · | · | $281M | · | · | · | $208M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $98M | · | · | · | $73M | · | · | · | · | · | · | · | · | |
| Goodwill | $130M | $129M | $108M | $108M | $95M | $95M | $94M | $94M | $95M | $92M | $92M | · | $92M | $92M | $92M | · | |
| Intangibles | $54M | $58M | $38M | $42M | $39M | $42M | $42M | $46M | $50M | $50M | $53M | · | $60M | $64M | $67M | · | |
| Other Non-current Assets | $11M | $12M | $13M | $13M | $14M | $15M | $15M | $14M | $15M | $16M | $21M | · | $17M | $16M | $17M | · | |
| Total Assets | $2.28B | $1.99B | $1.66B | $1.60B | $1.47B | $1.36B | $1.27B | $1.24B | $1.16B | $1.10B | $1.04B | $982M | $900M | $889M | $897M | $935M | |
| Accounts Payable | $584M | $511M | $403M | $457M | $392M | $375M | $333M | $364M | $335M | $306M | $295M | · | $261M | $278M | $281M | · | |
| Short-term Debt | · | $35M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $942M | $833M | $616M | $633M | $547M | $538M | $503M | $523M | $474M | $434M | $422M | · | $370M | $373M | $377M | · | |
| Capital Leases | $77M | $72M | $66M | $62M | $53M | $52M | $41M | $40M | $39M | $38M | $42M | · | $36M | $37M | $39M | · | |
| Other Non-current Liabilities | $14M | $4M | $5M | $6M | $10M | $11M | $12M | $12M | $13M | $11M | $12M | · | $15M | $31M | $28M | · | |
| Total Liabilities | $1.04B | $917M | $693M | $708M | $647M | $618M | $573M | $592M | $549M | $506M | $498M | · | $440M | $455M | $486M | · | |
| Total Debt | · | $35M | $0 | · | $20M | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $14M | $42M | · | |
| Common Stock | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | · | $220.0K | $220.0K | $220.0K | · | |
| Paid-in Capital | $215M | $211M | $207M | $211M | $209M | $204M | $201M | $203M | $203M | $204M | $204M | · | $202M | $202M | $201M | · | |
| Retained Earnings | $1.15B | $1.00B | $892M | $801M | $700M | $624M | $553M | $498M | $436M | $381M | $334M | · | $262M | $245M | $227M | · | |
| Treasury Stock | $140M | $140M | $138M | $128M | $128M | $122M | $102M | $90M | $72M | $50M | $50M | · | $49M | $50M | $50M | · | |
| Stockholders' Equity | $1.23B | $1.07B | $961M | $884M | $781M | $706M | $652M | $611M | $568M | $535M | $489M | · | $415M | $398M | $378M | $361M | |
| Liabilities + Equity | $2.28B | $1.99B | $1.66B | $1.60B | $1.47B | $1.36B | $1.27B | $1.24B | $1.16B | $1.10B | $1.04B | · | $900M | $889M | $897M | · | |
| Shares Outstanding | 19,924,339 | 19,923,887 | 19,927,493 | 19,854,463 | 19,854,416 | 19,888,316 | 20,006,630 | 19,971,670 | 20,085,953 | 20,243,458 | 20,213,976 | · | 20,191,579 | 20,171,521 | 20,173,853 | · |
Flujo de Efectivo 13
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $16M | $13M | $12M | $12M | $12M | $11M | $11M | $11M | $8M | $8M | $9M | $7M | $7M | $6M | $7M | |
| Stock-based Comp | $4M | $4M | $4M | $4M | $4M | $3M | $2M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $905.0K | $878.0K | |
| Deferred Tax | $-8M | $6M | $2M | $-4M | $249.0K | $63.0K | $165.0K | $-5M | $2M | $928.0K | $1M | $-4M | $2M | $6M | $533.0K | $-2M | |
| Other Non-cash | · | · | $-82M | · | · | · | $-34M | · | · | · | $-26M | · | · | · | $-20M | · | |
| Operating Cash Flow | $108M | $103M | $28M | $132M | $92M | $25M | $37M | $93M | $83M | $34M | $25M | $57M | $37M | $46M | $14M | $34M | |
| CapEx | $45M | $32M | $47M | $20M | $17M | $17M | $13M | $14M | $18M | $7M | $7M | $6M | $5M | $4M | $3M | $3M | |
| Investing Cash Flow | $-44M | $-175M | $-46M | $-50M | $-17M | $-39M | $-58M | $-12M | $-85M | $-5M | $-6M | $-6M | $-3M | $-4M | $16M | $-3M | |
| Stock Repurchased | $136.0K | $2M | $18M | $51.0K | $5M | $21M | $16M | $20M | $21M | $2M | $929.0K | $71.0K | $576.0K | $148.0K | $7M | $8M | |
| Net Stock Activity | · | · | $-18M | · | · | · | $-16M | · | · | · | $-929.0K | · | · | · | $-7M | · | |
| Financing Cash Flow | $-36M | $32M | $-20M | $-64M | $11M | $-23M | $-21M | $-24M | $-59M | $-10M | $-7M | $-4M | $-20M | $-32M | $-50M | $-24M | |
| Taxes Paid | $71M | $34M | $130.0K | $23M | $30M | $64M | $370.0K | $4M | $20M | $37M | $117.0K | $4M | $4M | $5M | $63.0K | $930.0K | |
| Free Cash Flow | · | · | $-19M | · | · | · | $24M | · | · | · | $18M | · | · | · | $12M | · | |
| Levered FCF | · | · | $-19M | · | · | · | $24M | · | · | · | $18M | · | · | · | $11M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 27.4% | 26.2% | 25.3% | · | 26.9% | 25.1% | 23.8% | · | 25.4% | 24.3% | 22.7% | · | 18.4% | 17.7% | 16.6% | · | |
| Operating Margin | 14.4% | 11.5% | 11.2% | · | 12.6% | 11.1% | 10.0% | · | 11.7% | 11.0% | 9.1% | · | 5.9% | 5.6% | 7.1% | · | |
| Net Margin | 12.4% | 11.3% | 10.5% | · | 8.9% | 8.7% | 7.7% | · | 8.7% | 8.1% | 6.5% | · | 3.9% | 3.8% | 4.6% | · | |
| Pretax Margin | 16.5% | 15.3% | 13.3% | · | 12.2% | 11.8% | 10.4% | · | 11.6% | 10.8% | 9.3% | · | 5.8% | 5.7% | 6.8% | · | |
| EBITDA Margin | 15.7% | 11.5% | 12.7% | · | 12.6% | 11.1% | 11.4% | · | 11.7% | 11.0% | 10.3% | · | 5.9% | 5.6% | 8.2% | · | |
| ROA | 8.2% | 6.6% | 6.3% | · | 6.0% | 5.9% | 5.0% | · | 6.5% | 5.7% | 4.2% | · | 2.5% | 2.5% | 3.1% | · | |
| ROE | 15.3% | 12.4% | 11.4% | · | 11.8% | 11.7% | 10.1% | · | 13.6% | 12.2% | 9.4% | · | 5.9% | 5.8% | 7.2% | · | |
| ROIC | 10.9% | 7.5% | 7.7% | · | 10.2% | 9.7% | 8.5% | · | 11.9% | 10.8% | 8.8% | · | 6.3% | 5.7% | 7.2% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 1.8 | · | 1.9 | 1.7 | 1.7 | · | 1.7 | 1.8 | 1.7 | · | 1.6 | 1.6 | 1.6 | · | |
| Quick Ratio | 1.2 | 1.1 | 1.3 | · | 1.3 | 1.1 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | |
| Debt / Equity | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | |
| LT Debt / Equity | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | |
| Interest Coverage | 177.3 | 73.3 | 209.7 | · | 209.6 | 348.5 | 144.1 | · | 228.3 | 191.4 | 146.1 | · | 87.8 | 30.1 | 34.3 | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 7.4 | 6.1 | 6.1 | · | 6.0 | 5.9 | 5.2 | · | 5.5 | 5.1 | 4.6 | · | 4.9 | 4.9 | 5.5 | · | |
| Receivables Turnover | 2.0 | 1.7 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | 1.9 | 1.7 | · | 1.7 | 1.8 | 1.8 | · |
Valoración (TTM) 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.98B | $3.57B | $3.34B | · | $3.24B | $3.06B | $2.86B | · | $2.69B | $2.49B | $2.36B | · | $2.30B | $2.21B | $2.12B | · | |
| Net Income TTM | $435M | $354M | $301M | · | $276M | $254M | $225M | · | $193M | $150M | $120M | · | $86M | $55M | $45M | · | |
| Market Cap | $14.64B | $9.49B | $7.75B | · | $5.88B | $3.28B | $4.02B | · | $2.80B | $2.46B | $1.60B | · | $1.15B | $869M | $718M | · | |
| Enterprise Value | · | $9.27B | $7.49B | · | $5.73B | $3.20B | $3.91B | · | $2.75B | $2.36B | $1.51B | · | $1.12B | $868M | $754M | · | |
| P/E | 34.4 | 27.6 | 26.8 | · | 23.3 | 14.8 | 21.0 | · | 18.2 | 20.7 | 16.7 | · | 17.8 | 20.6 | 19.1 | · | |
| P/S | 3.7 | 2.7 | 2.3 | · | 1.8 | 1.1 | 1.4 | · | 1.0 | 1.0 | 0.7 | · | 0.5 | 0.4 | 0.3 | · | |
| P/B | 11.9 | 8.8 | 8.1 | · | 7.5 | 4.7 | 6.2 | · | 4.9 | 4.6 | 3.3 | · | 2.8 | 2.2 | 1.9 | · | |
| P / Tangible Book | 14.0 | 10.7 | 9.5 | · | 9.1 | 5.8 | 7.8 | · | 6.6 | 6.3 | 4.7 | · | 4.4 | 3.6 | 3.3 | · | |
| P / Cash Flow | · | · | 279.9 | · | · | · | 107.9 | · | · | · | 64.2 | · | · | · | 50.0 | · | |
| P / FCF | · | · | -410.8 | · | · | · | 166.9 | · | · | · | 86.9 | · | · | · | 61.7 | · | |
| EV / EBITDA | · | 82.5 | 67.9 | · | 51.2 | 34.5 | 45.6 | · | 30.5 | 30.3 | 23.1 | · | 32.6 | 27.5 | 16.0 | · | |
| EV / FCF | · | · | -397.0 | · | · | · | 162.2 | · | · | · | 82.1 | · | · | · | 64.9 | · | |
| EV / Revenue | · | 2.6 | 2.2 | · | 1.8 | 1.0 | 1.4 | · | 1.0 | 0.9 | 0.6 | · | 0.5 | 0.4 | 0.4 | · | |
| Earnings Yield | 2.9% | 3.6% | 3.7% | · | 4.3% | 6.8% | 4.8% | · | 5.5% | 4.8% | 6.0% | · | 5.6% | 4.9% | 5.2% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $3.37B | — | — | — | $2.88B |
| Margen Bruto % | 25.5% | — | — | — | 24.1% |
| Margen Operativo % | 11.4% | — | — | — | 10.4% |
| Beneficio neto | $306M | — | — | — | $219M |
| EPS Diluido | $15.02 | — | — | — | $9.89 |
Balance general
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | — | — | — | 0.0 |
| Ratio corriente | 1.7 | — | — | — | 1.7 |
| Ratio Rápido | 1.2 | — | — | — | 1.2 |
Flujo de Efectivo
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $219M | — | — | — | $189M |
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Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 453 declarantes · $7.6B 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 |
|---|---|---|---|---|
| 110 (+36 vs trimestre anterior) | 35 (-7 vs trimestre anterior) | 121 (0 vs trimestre anterior) | 139 (+24 vs trimestre anterior) | +86K |
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 |
|---|---|---|---|---|
| GENDELL JEFFREY L | $3 016 682 197 | 4 106 229 | 39,54% | Acciones |
| FMR LLC | $1 178 393 171 | 1 603 998 | 15,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $295 286 302 | 401 936 | 3,87% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $287 500 375 | 391 338 | 3,77% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279 404 422 | 380 318 | 3,66% | Acciones |
| FIRST TRUST ADVISORS LP | $254 728 661 | 346 730 | 3,34% | Acciones |
| STATE STREET CORP | $201 347 532 | 274 069 | 2,64% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $171 653 055 | 233 607 | 2,25% | Acciones |
| Capital International Investors | $151 043 157 | 205 596 | 1,98% | Acciones |
| Pertento Partners LLP | $123 758 620 | 168 457 | 1,62% | Acciones |
| ROYCE & ASSOCIATES LP | $109 485 645 | 149 029 | 1,44% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $93 026 323 | 126 625 | 1,22% | Acciones |
| NORGES BANK | $78 818 733 | 107 286 | 1,03% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $78 426 424 | 106 752 | 1,03% | Acciones |
| AltraVue Capital, LLC | $55 107 618 | 75 011 | 0,72% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48 319 323 | 65 771 | 0,63% | Acciones |
| Ophir Asset Management Pty Ltd | $46 109 466 | 62 763 | 0,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $45 528 350 | 61 972 | 0,60% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $44 593 862 | 60 700 | 0,58% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $41 700 771 | 56 762 | 0,55% | Acciones |
| Parsifal Capital Management, LP | $35 977 035 | 48 971 | 0,47% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $35 799 982 | 48 730 | 0,47% | Acciones |
| Swedbank AB | $35 263 680 | 48 000 | 0,46% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $33 579 105 | 45 707 | 0,44% | Acciones |
| LPL Financial LLC | $29 230 689 | 39 788 | 0,38% | Acciones |
| JANE STREET GROUP, LLC | $27 843 614 | 37 900 | 0,36% | Opción de compra |
| CITADEL ADVISORS LLC | $27 770 148 | 37 800 | 0,36% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26 745 297 | 36 405 | 0,35% | Acciones |
| United Capital Management of KS, Inc. | $25 714 569 | 35 002 | 0,34% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $25 451 562 | 34 644 | 0,33% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23 141 790 | 31 500 | 0,30% | Opción de compra |
| JANE STREET GROUP, LLC | $21 452 072 | 29 200 | 0,28% | Opción de venta |
| NEW YORK STATE COMMON RETIREMENT FUND | $21 344 812 | 29 054 | 0,28% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $15 297 091 | 20 822 | 0,20% | Acciones |
| Man Group plc | $15 061 265 | 20 501 | 0,20% | Acciones |
| BANK OF AMERICA CORP /DE/ | $14 582 266 | 19 849 | 0,19% | Acciones |
| Swiss National Bank | $13 209 187 | 17 980 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $12 562 686 | 17 100 | 0,16% | Opción de venta |
| RHUMBLINE ADVISERS | $12 543 544 | 17 074 | 0,16% | Acciones |
| Palisades Investment Partners, LLC | $11 021 214 | 15 003 | 0,14% | Acciones |
| RBF Capital, LLC | $11 019 900 | 15 000 | 0,14% | Acciones |
| RENAISSANCE GROUP LLC | $10 908 966 | 14 849 | 0,14% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $10 788 482 | 14 685 | 0,14% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $10 686 364 | 14 546 | 0,14% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $10 625 388 | 14 463 | 0,14% | Acciones |
| Cetera Investment Advisers | $10 129 492 | 13 788 | 0,13% | Acciones |
| AdvisorShares Investments LLC | $9 898 809 | 13 474 | 0,13% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 671 799 | 13 165 | 0,13% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $9 576 293 | 13 035 | 0,13% | Acciones |
| D. E. Shaw & Co., Inc. | $9 403 648 | 12 800 | 0,12% | Opción de compra |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 339 733 | 12 713 | 0,12% | Acciones |
| Illinois Municipal Retirement Fund | $9 286 837 | 12 641 | 0,12% | Acciones |
| Steamboat Capital Partners, LLC | $9 169 291 | 12 481 | 0,12% | Acciones |
| Emerald Investment Advisers, LLC | $8 461 814 | 11 518 | 0,11% | Acciones |
| Squarepoint Ops LLC | $8 007 794 | 10 900 | 0,10% | Opción de venta |
| CANADA PENSION PLAN INVESTMENT BOARD | $7 904 942 | 10 760 | 0,10% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $7 530 265 | 10 250 | 0,10% | Acciones |
| Bridgewater Associates, LP | $7 430 351 | 10 114 | 0,10% | Acciones |
| VAN ECK ASSOCIATES CORP | $6 826 461 | 9 292 | 0,09% | Acciones |
| Retirement Systems of Alabama | $6 666 305 | 9 074 | 0,09% | Acciones |
| CREDIT AGRICOLE S A | $6 284 282 | 8 554 | 0,08% | Acciones |
| RIHO Partners, LLC | $6 251 957 | 8 510 | 0,08% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 223 305 | 8 471 | 0,08% | Acciones |
| Moran Wealth Management, LLC | $6 119 718 | 8 330 | 0,08% | Acciones |
| De Lisle Partners LLP | $5 933 628 | 8 086 | 0,08% | Acciones |
| Fiera Capital Corp | $5 858 179 | 7 974 | 0,08% | Acciones |
| Truvestments Capital LLC | $5 700 227 | 7 759 | 0,07% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5 557 703 | 7 565 | 0,07% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 509 950 | 7 500 | 0,07% | Acciones |
| BlackRock, Inc. | $5 418 852 | 7 376 | 0,07% | Acciones |
| POLEN CAPITAL MANAGEMENT LLC | $5 344 652 | 7 275 | 0,07% | Acciones |
| Parkway Wealth Management Group, LLC | $5 142 620 | 7 000 | 0,07% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 095 370 | 10 694 | 0,07% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $4 882 388 | 10 247 | 0,06% | Acciones |
| Catalyst Funds Management Pty Ltd | $4 745 169 | 6 459 | 0,06% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $4 707 701 | 6 408 | 0,06% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 529 914 | 6 166 | 0,06% | Acciones |
| Legal & General Group Plc | $4 478 487 | 6 096 | 0,06% | Acciones |
| Squarepoint Ops LLC | $4 261 028 | 5 800 | 0,06% | Opción de compra |
| TRUIST FINANCIAL CORP | $4 220 622 | 5 745 | 0,06% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 131 728 | 5 624 | 0,05% | Acciones |
| Informed Momentum Co LLC | $4 086 179 | 5 562 | 0,05% | Acciones |
| Yorktown Management & Research Co Inc | $4 047 977 | 5 510 | 0,05% | Acciones |
| MACKENZIE FINANCIAL CORP | $3 965 695 | 5 398 | 0,05% | Acciones |
| Toroso Investments, LLC | $3 863 747 | 9 932 | 0,05% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 840 802 | 5 228 | 0,05% | Acciones |
| CITADEL ADVISORS LLC | $3 743 093 | 5 095 | 0,05% | Acciones |
| Dakota Wealth Management | $3 673 301 | 5 000 | 0,05% | Acciones |
| CastleKnight Management LP | $3 673 300 | 5 000 | 0,05% | Opción de compra |
| Annex Advisory Services, LLC | $3 647 378 | 7 655 | 0,05% | Acciones |
| Hedeker Wealth, LLC | $3 632 159 | 4 944 | 0,05% | Acciones |
| NAVELLIER & ASSOCIATES INC | $3 586 610 | 4 882 | 0,05% | Acciones |
| ALGERT GLOBAL LLC | $3 573 386 | 4 864 | 0,05% | Acciones |
| IPG Investment Advisors LLC | $3 501 390 | 4 766 | 0,05% | Acciones |
| HSBC HOLDINGS PLC | $3 391 656 | 4 530 | 0,04% | Acciones |
| ALPS ADVISORS INC | $3 386 048 | 4 609 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $3 223 688 | 4 388 | 0,04% | Acciones |
| Alpine Global Management, LLC | $3 216 341 | 4 378 | 0,04% | Acciones |
| Point Break Capital Management, LLC | $3 085 572 | 4 200 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $2 991 536 | 4 072 | 0,04% | Acciones |
Informantes de la empresa 54 insiders · 23 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew J Simmes | President and CEO | 5 de mayo de 2026 S | 86 575 | 0 | 33 | $-11 208 624 |
| Michael J Caliel | President and CEO | 16 de diciembre de 2010 A | 167 247 | 0 | 0 | $0 |
| Byron C Snyder | President and CEO | 12 de mayo de 2006 J | 191 068 | 0 | 0 | $0 |
| Tracy Mclauchlin | SVP & CFO | 8 de mayo de 2026 S | 62 525 | 0 | 2 | $-4 045 230 |
| Terry Freeman | SVP & CFO | 16 de diciembre de 2010 A | 44 978 | 0 | 0 | $0 |
| Raymond Kershaw Guba | Chief Financial Officer | 10 de abril de 2009 F | 50 005 | 0 | 0 | $0 |
| William W Reynolds | Chief Financial Officer | 2 de abril de 2004 M | 19 781 | 0 | 0 | $0 |
| Robert W. Lewey | Director & President | 22 de mayo de 2017 M | 87 333 | 0 | 0 | $0 |
| Richard L China | Chief Operating Officer | 5 de marzo de 2004 M | 73 971 | 0 | 0 | $0 |
| Matthew Michael Allen | Chief Technical Officer | 15 de diciembre de 2025 S | 1 098 | 0 | 1 | $-320 565 |
| Mary K Newman | SVP, CAO and General Counsel | 11 de diciembre de 2025 S | 21 843 | 0 | 2 | $-955 711 |
| Alison M Petersen | VP & Chief Accounting Officer | 8 de junio de 2023 S | 3 406 | 0 | 0 | $0 |
| Gail D Makode | SVP, GC & Secretary | 11 de septiembre de 2019 M | 57 914 | 0 | 0 | $0 |
| William Lawrence Fiedler | Senior Vice President | 16 de diciembre de 2011 F | 23 319 | 0 | 0 | $0 |
| Richard A Nix | Group Vice President | 16 de diciembre de 2010 A | 51 843 | 0 | 0 | $0 |
| Robert B Callahan | Senior Vice President | 15 de noviembre de 2010 D | 7 988 | 0 | 0 | $0 |
| Thomas E Vossman | Group Vice President | 3 de abril de 2010 D | 5 052 | 0 | 0 | $0 |
| Alan O Gahm | Chief Accounting Officer | 31 de diciembre de 2009 D | 0 | 0 | 0 | $0 |
| James A Robertson | Group Vice President | 1 de junio de 2009 S | 25 300 | 0 | 0 | $0 |
| Curt L Warnock | Senior Vice President | 1 de enero de 2009 F | 15 574 | 0 | 0 | $0 |
| Gregory H Upham | Chief Accounting Officer | 1 de enero de 2007 F | 4 813 | 0 | 0 | $0 |
| Richard Humphrey | Senior Vice President | 1 de enero de 2007 F | 26 950 | 0 | 0 | $0 |
| Britt R Rice | SVP, Chief Technology Officer | 22 de diciembre de 2003 S | 311 086 | 0 | 0 | $0 |
| John Louis Fouts | Consejero | 1 de julio de 2026 A | 8 488 | 0 | 0 | $0 |
| Kelly Janzen | Consejero | 1 de julio de 2026 A | 263 | 0 | 0 | $0 |
| Joe D Koshkin | Consejero | 1 de julio de 2026 A | 44 895 | 0 | 3 | $-2 250 095 |
| David B. Gendell | Consejero | 1 de julio de 2026 A | 70 821 | 0 | 1 | $-8 079 457 |
| Todd M Cleveland | Consejero | 1 de julio de 2026 A | 60 911 | 0 | 34 | $-15 934 648 |
| Jennifer A Baldock | Consejero | 1 de julio de 2026 A | 5 615 | 0 | 0 | $0 |
| IES Holdings, Inc. | Consejero | 14 de agosto de 2025 S | 87 180 | 0 | 0 | $0 |
| Elizabeth Leykum | Consejero | 1 de julio de 2024 A | 4 896 | 0 | 0 | $0 |
| Joseph L Dowling III | Consejero | 1 de octubre de 2021 A | 58 408 | 0 | 0 | $0 |
| Donald L Luke | Consejero | 4 de enero de 2021 A | 68 613 | 0 | 0 | $0 |
| John E Welsh III | Consejero | 1 de enero de 2013 A | 33 785 | 0 | 0 | $0 |
| Joseph V Lash | Consejero | 2 de febrero de 2010 A | 4 808 | 0 | 0 | $0 |
| HALL MICHAEL J | Consejero | 2 de febrero de 2010 A | 24 808 | 0 | 0 | $0 |
| Donald P Hodel | Consejero | 3 de enero de 2006 A | 25 032 | 0 | 0 | $0 |
| Alan R Sielbeck | Consejero | 30 de septiembre de 2005 A | 70 481 | 0 | 0 | $0 |
| Donald C Trauscht | Consejero | 1 de abril de 2005 A | 21 789 | 0 | 0 | $0 |
| James D Woods | Consejero | 30 de septiembre de 2004 A | 18 817 | 0 | 0 | $0 |
| Jeffrey L Gendell ET AL | Propietario del 10% | 8 de enero de 2008 P | 7 903 509 | 0 | 0 | $0 |
| Gary S Matthews | — | 11 de septiembre de 2020 S | 0 | 0 | 0 | $0 |
| James M Lindstrom | — | 16 de enero de 2015 F | 255 310 | 0 | 0 | $0 |
| Charles H. Beynon | — | 7 de marzo de 2013 A | 32 080 | 0 | 0 | $0 |
| D A Miller | — | 31 de mayo de 2007 A | 8 229 | 0 | 0 | $0 |
| Robert C Callahan | — | 14 de mayo de 2007 P | 1 500 | 0 | 0 | $0 |
| Charles H Beynon | — | 21 de febrero de 2007 P | 6 290 | 0 | 0 | $0 |
| Dennis S Baldwin | — | 9 de febrero de 2007 A | 3 600 | 0 | 0 | $0 |
| George O Mcdaniel III | — | 12 de mayo de 2006 M | 5 818 | 0 | 0 | $0 |
| Ronald P Badie | — | 3 de abril de 2006 A | 32 008 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 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 |
|---|---|---|---|---|---|
| Tontine Capital Partners, L.P., Tontine Capital Management, L.L.C., Tontine Management, L.L.C., Tontine Capital Overseas Master Fund II, L.P., Tontine Asset Associates, L.L.C., Tontine Associates, L.L.C., Tontine Capital Overseas GP, L.L.C., Jeffrey L. Gendell ×29 presentaciones | 9 de enero de 2026 | 53,20% | Enmienda | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 7 de septiembre de 2007 | — | Presentación inicial | Inversión pasiva | SEC |
| Southpoint Master Fund, LP, Southpoint Fund LP, Southpoint Qualified Fund LP, Southpoint Offshore Fund, Ltd., Southpoint Capital Advisors LP, Southpoint GP, LP, Southpoint Capital Advisors LLC, Southpoint GP, LLC, Robert W. Butts, John S. Clark II ×2 presentaciones | 7 de septiembre de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de enero de 2007 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 25 de agosto de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de mayo de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 7 de enero de 2002 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 87 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 |
|---|---|---|---|---|
| ALIL · EA Series Trust | 4,02% | 1 516 NS | 29 de mayo de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,83% | 36 830 NS | 30 de abril de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 1,09% | 1 403 NS | 30 de abril de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,89% | 7 195 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,64% | 6 500 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,56% | 8 156 NS | 31 de mayo de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,52% | 759 NS | 31 de mayo de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,48% | 2 358 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,46% | 14 683 NS | 30 de junio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,46% | 9 548 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,35% | 1 121 NS | 31 de mayo de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 3 113 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,31% | 265 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 3 243 NS | 30 de abril de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,28% | 2 543 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,27% | 1 979 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,25% | 44 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,25% | 53 523 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,18% | 3 916 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,17% | 1 560 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,16% | 5 816 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,15% | 426 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,13% | 42 063 NS | 31 de mayo de 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,11% | 10 688 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,11% | 654 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,10% | 19 321 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,09% | 333 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,08% | 2 670 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,07% | 341 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,07% | 391 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,06% | 243 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,06% | 1 978 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 35 354 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,04% | 207 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 1 762 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,03% | 6 712 NS | 31 de mayo de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,03% | 619 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 368 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,03% | 5 005 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 287 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,03% | 8 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 4 062 NS | 30 de abril de 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0,02% | 652 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,02% | 2 324 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 491 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 2 589 NS | 30 de abril de 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,01% | 701 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,01% | 5 327 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 19 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |