LEA Lear Corporation Common Stock
Acerca de Lear Corporation Common Stock Descripción general de la empresa de Wikipedia
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
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Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
Early stages
Lear Corporation was launched as American Metal Products in 1917 in Detroit, Michigan. At the time of its founding it was engaged in the manufacture of tubular, welded and stamped assemblies for the aircraft and automobile industries.
Lear grew during the 1980s and 1990s through a series of acquisitions. The company sought to become a supplier of complete interior automotive systems, that is, a supplier of seating, electrical, flooring, interior trim, instrument panels, etc., to original equipment manufacturing (OEM) auto companies.
Inheritance of United Technologies Automotive
On March 16, 1999, Lear announced it would acquire United Technologies Automotive, a subsidiary of United Technologies Corporation that produced dashboards, electrical distribution systems, motors and air-flow parts, interior door panels and switches, for $2.3 billion. Lear announced on May 4, 1999, that it had completed the acquisition.
First Large Corporation to achieve ISO/TS 16949:1999 world wide in 280 global facilities, all of which was managed by Bill Cooper, Lear Corporation Global Quality Systems Senior Quality Manager.
Next Acquiring
On April 5, 2004, Lear announced it would pay $220 million for Wuppertal, Germany-based Grote & Hartmann, a maker of electrical components. On July 6, 2004, Lear announced it had completed the transaction.
Spinoff Assembling and interior systems division
As of late 2005, most OEM auto companies had indicated that they no longer wanted to purchase total interiors from any one company. As this was Lear's primary purpose in assembling those three divisions, and the interior systems division was not profitable, the company began seeking to get rid of this division.
Another extension and purchasing of the Interior System Department
In early 2007, Lear Corporation completed the transfer of substantially all of its former North American Interior Systems Division to International Automotive Components Group (IAC), a joint venture of Lear, WL Ross & Co., and Franklin Mutual Advisers. The deal involved 26 manufacturing plants and two Chinese joint ventures. Lear also contributed $27 million in cash for a 25 percent interest in IAC and warrants for an additional 7 percent.
Also in 2007, Lear's board of directors agreed to a $2.3 billion takeover offer from American Real Estate Partners, an affiliate of financier Carl Icahn, subject to shareholder approval. Lear has said it will continue to talk to other interested parties, however, Icahn would receive a $100 million fee should another offer be accepted. The deal was later voted down by shareholders.
Close to Bankruptcy
On July 2, 2009, Bloomberg News reported that Lear Corp. planned to file for Chapter 11 bankruptcy after reaching an agreement with representatives of secured lenders and bondholders. On November 9, 2009, Lear announced it had emerged from bankruptcy.
Simoncini becomes CEO
On August 10, 2011, Lear announced that senior vice president and chief financial officer Matt Simoncini had been elected chief executive officer and president, effective September 1, 2011.
PACE Award
In 2012, Automotive News awarded Lear a Premier Automotive Suppliers' Contribution to Excellence (PACE) Award for innovation, technological advancement and business performance for its Solid State Smart Junction Box (S3JB), noting Lear's "S3JB junction box has 1) integrated solid state fuse technology to eliminate relays, 2) created a new package that no longer has to be accessible from the driver compartment which decreases nuisance calls and lowers electrical device warranty returns, 3) created and installed a smart software logic with detailed diagnostics to permit a 'fail safe operation,' and 4) designed a single state board design with patented thermal aspects that permits multiple system and device connections and various configurations to ease manufacturing processes."
Takeover of Guilford Mills
Lear acquired automotive and specialty fabrics company Guilford Mills for $257 million in May 2012. In addition to automotive fabric applications, Guilford produces fabrics for markets including water filtration, window covering, performance apparel, medical and other industrial applications.
Acquisition of Eagle Ottawa LLC
In August 2014, it was announced that Lear Corp would acquire automotive leather supplier Eagle Ottawa LLC for a fee of $850 million.
Occasions 2015
In May 2015 the company announced that it would open a new automotive plant in Gostivar, Republic of North Macedonia, in the summer of 2015. This was to be Lear's first facility in North Macedonia.
Agreement set for takeover Grupo Antolin
In February 2017 it was announced that Lear Corp signed a definitive agreement to acquire Grupo Antolin's automotive seating business. The transaction was valued at €286 million on a cash and debt free basis. Lear Corp funded the transaction with cash on hand.
Formula 1 Engagement
Lear held a backer for the Jaguar Racing Team in the 2001 Formula One World Championship and also now in the Formula E Competition.
Acquisition of InTouch Automation
In November 2022, it was announced Lear had acquired the Novi-based supplier of Industry 4.0 technologies and automated testing equipment used in the production of automotive seats, InTouch Automation.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
LEA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
LEA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de junio de 2026 | $0,7700 |
| 5 de marzo de 2026 | $0,7700 |
| 10 de diciembre de 2025 | $0,7700 |
| 3 de septiembre de 2025 | $0,7700 |
| 5 de junio de 2025 | $0,7700 |
| 6 de marzo de 2025 | $0,7700 |
| 11 de diciembre de 2024 | $0,7700 |
| 4 de septiembre de 2024 | $0,7700 |
| 6 de junio de 2024 | $0,7700 |
| 7 de marzo de 2024 | $0,7700 |
| 5 de diciembre de 2023 | $0,7700 |
| 30 de agosto de 2023 | $0,7700 |
| 8 de junio de 2023 | $0,7700 |
| 9 de marzo de 2023 | $0,7700 |
| 6 de diciembre de 2022 | $0,7700 |
| 31 de agosto de 2022 | $0,7700 |
| 9 de junio de 2022 | $0,7700 |
| 10 de marzo de 2022 | $0,7700 |
| 9 de diciembre de 2021 | $0,7700 |
| 1 de septiembre de 2021 | $0,5000 |
LEA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 13,6%
- Compra 8 36,4%
- Mantener 11 50,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
14 analistas · 2026-08-19Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $4.28 | $4.02 | 0.26% |
| 31 de marzo de 2026 | $3.87 | $3.55 | 0.32% |
| 31 de diciembre de 2025 | $3.41 | $2.83 | 0.58% |
| 30 de septiembre de 2025 | $2.79 | $2.74 | 0.05% |
| 30 de junio de 2025 | $3.47 | $3.32 | 0.15% |
| 31 de marzo de 2025 | $3.12 | $2.73 | 0.39% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LEA | — | 14.1 | -0.20% | 1.9% | 9.2% | 6.5% |
| BWA | $9.33B | 35.2 | 1.6% | 1.9% | 5.1% | 18.7% |
| GNTX | $5.01B | 13.4 | 9.6% | 15.2% | 15.5% | 34.2% |
| DORM | $3.74B | 18.6 | 6.0% | 9.6% | 14.2% | 42.1% |
| QS | — | -13.7 | — | — | -39.7% | — |
| DAN | $2.67B | 37.1 | -3.0% | 1.1% | 7.8% | — |
| PATK | $3.60B | 27.8 | 6.3% | 3.4% | 11.6% | 23.1% |
| VC | $2.55B | 13.1 | -2.5% | 5.3% | 13.0% | 14.1% |
| PHIN | $2.38B | 19.3 | 2.4% | 3.7% | 8.1% | 21.9% |
| LCII | $2.94B | 16.0 | 10.2% | 4.6% | 13.7% | 23.8% |
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 | $23.26B | $23.31B | $23.47B | $20.89B | $19.26B | $17.05B | $19.81B | $21.15B | $20.47B | $18.56B | $18.21B | $17.73B | |
| Cost of Revenue | $21.75B | $21.67B | $21.76B | $19.48B | $17.87B | $15.94B | $18.07B | $18.83B | $18.18B | $16.43B | $16.39B | $16.23B | |
| Gross Profit | $1.50B | $1.64B | $1.71B | $1.41B | · | · | · | · | · | · | · | · | |
| R&D Expense | · | · | · | · | · | · | $151M | $154M | $148M | $144M | $127M | $102M | |
| SG&A Expense | $708M | $702M | $715M | $685M | $643M | $589M | $605M | $613M | $635M | $608M | $580M | $530M | |
| Operating Income | $777M | $888M | $933M | $654M | $675M | $454M | $1.07B | $1.65B | $1.61B | $1.46B | $1.19B | $929M | |
| Interest Expense | · | · | $101M | $99M | $92M | $100M | $92M | $84M | $86M | $82M | $87M | $68M | |
| Pretax Income | $625M | $733M | $777M | $509M | $584M | $299M | $954M | $1.54B | $1.53B | $1.34B | $1.03B | $787M | |
| Income Tax | $150M | $191M | $181M | $134M | $138M | $94M | $146M | $312M | $198M | $370M | $286M | $121M | |
| Net Income | $437M | $507M | $572M | $328M | $374M | $158M | $754M | $1.15B | $1.31B | $975M | $746M | $672M | |
| EPS (Basic) | $8.22 | $9.02 | $9.73 | $5.49 | $6.22 | $2.63 | $12.80 | $17.35 | $18.79 | $13.48 | $9.71 | $8.39 | |
| EPS (Diluted) | $8.15 | $8.97 | $9.68 | $5.47 | $6.19 | $2.62 | $12.75 | $17.22 | $18.59 | $13.33 | $9.59 | $8.23 | |
| Shares (Basic) | 53,168,252 | 56,140,962 | 58,830,334 | 59,674,488 | 60,082,833 | 60,254,380 | 61,697,192 | 65,672,164 | 68,542,363 | 72,345,436 | 76,754,270 | 80,187,516 | |
| Shares (Diluted) | 53,590,776 | 56,476,105 | 59,116,375 | 59,920,529 | 60,420,484 | 60,429,962 | 61,923,528 | 66,161,816 | 69,277,981 | 73,124,949 | 77,767,017 | 81,728,479 | |
| EBITDA | $1.38B | $1.51B | $1.54B | $1.23B | $1.25B | $994M | $1.58B | $2.14B | $2.04B | $1.81B | $1.53B | $311M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.03B | $1.05B | $1.20B | $1.11B | $1.32B | $1.31B | $1.49B | $1.49B | $1.50B | $1.27B | $1.20B | $1.09B | |
| Short-term Investments | · | · | · | $4M | $4M | $9M | $17M | $5M | $3M | · | · | · | |
| Receivables | $3.90B | $3.59B | $3.68B | $3.45B | $3.04B | $3.27B | $2.98B | $2.88B | $3.23B | $2.75B | $2.59B | $2.47B | |
| Inventory | $1.69B | $1.60B | $1.76B | $1.57B | $1.57B | $1.40B | $1.26B | $1.20B | $1.21B | $1.02B | $948M | $854M | |
| Other Current Assets | $1.03B | $941M | $1.00B | $854M | $834M | $800M | $678M | $710M | $676M | $611M | $552M | $746M | |
| Current Assets | $7.66B | $7.18B | $7.64B | $6.99B | $6.77B | $6.78B | $6.41B | $6.28B | $6.61B | $5.65B | $5.29B | $5.17B | |
| PP&E (Net) | $2.91B | $2.83B | $2.98B | $2.85B | $2.72B | $2.74B | $2.70B | $2.60B | $2.46B | $2.02B | $1.83B | $1.62B | |
| PP&E (Gross) | $7.45B | $6.82B | $6.76B | $6.22B | $5.80B | $5.65B | $5.17B | $4.78B | $4.35B | $3.51B | $3.06B | $2.66B | |
| Accum. Depreciation | $4.53B | $3.98B | $3.78B | $3.37B | $3.08B | $2.91B | $2.47B | $2.18B | $1.89B | $1.49B | $1.23B | $1.04B | |
| Goodwill | $1.78B | $1.70B | $1.74B | $1.66B | $1.66B | $1.66B | $1.61B | $1.41B | $1.40B | $1.12B | $1.05B | $726M | |
| Intangibles | $110M | $115M | $189M | $235M | $302M | $368M | $424M | $396M | $444M | $287M | $256M | $92M | |
| Other Non-current Assets | $2.49B | $2.31B | $2.34B | $2.25B | $2.21B | $2.03B | $1.96B | $1.32B | $1.47B | $1.11B | $1.24B | $1.60B | |
| Total Assets | $14.84B | $14.03B | $14.70B | $13.76B | $13.35B | $13.20B | $12.68B | $11.60B | $11.95B | $9.90B | $9.41B | $9.11B | |
| Accounts Payable | $3.42B | $3.25B | $3.43B | $3.21B | $2.95B | $3.14B | $2.82B | $2.86B | $3.17B | $2.64B | $2.50B | $2.53B | |
| Accrued Liabilities | $2.22B | $2.17B | $2.21B | $1.96B | $1.81B | $1.92B | $1.81B | $1.61B | · | · | · | · | |
| Short-term Debt | $28M | $27M | $28M | $10M | $0 | $0 | $19M | $10M | $0 | $9M | $0 | · | |
| Current Liabilities | $5.67B | $5.45B | $5.67B | $5.19B | $4.76B | $5.08B | $4.67B | $4.50B | $4.85B | $4.18B | $3.84B | $3.95B | |
| Capital Leases | $595M | $582M | $623M | $595M | $524M | $439M | $422M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $91M | $45M | $46M | $54M | |
| Other Non-current Liabilities | $1.26B | $1.25B | $1.23B | $1.15B | $1.19B | $1.21B | $1.10B | $640M | $694M | $627M | $617M | $685M | |
| Long-term Debt | · | · | · | · | · | · | $2.31B | $1.97B | $1.97B | $1.94B | $1.97B | $1.72B | |
| Total Debt | $28M | $27M | $28M | $10M | $0 | $0 | $19M | $10M | $0 | $9M | · | $244M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $700.0K | $800.0K | $800.0K | $800.0K | |
| Paid-in Capital | $1.11B | $1.08B | $1.05B | $1.02B | $1.02B | $964M | $969M | $1.02B | $1.22B | $1.39B | $1.45B | $1.48B | |
| Retained Earnings | $6.19B | $5.93B | $5.60B | $5.21B | $5.07B | $4.81B | $4.72B | $4.11B | $4.17B | $3.71B | $2.83B | $2.16B | |
| Treasury Stock | $1.72B | $1.42B | $1.04B | $754M | $679M | $599M | $563M | $225M | $724M | $1.20B | $623M | $177M | |
| AOCI | $-544M | $-1.13B | $-689M | $-805M | $-770M | $-705M | $-773M | $-706M | $-513M | $-836M | $-730M | $-502M | |
| Stockholders' Equity | $5.04B | $4.45B | $4.92B | $4.68B | $4.64B | $4.47B | $4.35B | $4.20B | $4.15B | $3.06B | $2.93B | $2.96B | |
| Liabilities + Equity | $14.84B | $14.03B | $14.70B | $13.76B | $13.35B | $13.20B | $12.68B | $11.60B | $11.95B | $9.90B | $9.41B | $9.11B |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $604M | $621M | $604M | $576M | $574M | $540M | $510M | $484M | $428M | $378M | $348M | $311M | |
| Stock-based Comp | $66M | $64M | $68M | $52M | $60M | $40M | $23M | $41M | $70M | $68M | $66M | $71M | |
| Deferred Tax | $-117M | $-57M | $-59M | $-49M | $-56M | $-85M | $-38M | $87M | $-81M | $104M | $49M | $-58M | |
| Amort. of Intangibles | $20M | $49M | $62M | $71M | $73M | $66M | $62M | $51M | $48M | $53M | $52M | $34M | |
| Restructuring | · | · | · | · | $101M | $132M | $194M | $88M | $71M | $64M | $81M | $107M | |
| Other Non-cash | $-68M | $-144M | $64M | $115M | $-282M | $9M | $36M | $18M | $53M | $94M | $64M | $-68M | |
| Operating Cash Flow | $1.09B | $1.12B | $1.25B | $1.02B | $670M | $663M | $1.28B | $1.78B | $1.78B | $1.62B | $1.27B | $928M | |
| CapEx | $562M | $559M | $626M | $638M | $585M | $452M | $604M | $677M | $594M | $528M | $486M | $425M | |
| Investing Cash Flow | $-517M | $-543M | $-762M | $-830M | $-647M | $-469M | $-922M | $-694M | $-869M | $-637M | $-965M | $-781M | |
| Net Debt Issued | $-50M | $-50M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $325M | $417M | $296M | $100M | $100M | $70M | $385M | $705M | $450M | $659M | $487M | $411M | |
| Net Stock Activity | $-325M | $-417M | $-296M | $-100M | $-100M | $-4.70B | $-4.60B | $-4.20B | $-3.50B | $-3.10B | $-2.40B | $-1.90B | |
| Dividends Paid | $165M | $174M | $182M | $186M | $107M | $67M | $186M | $186M | $138M | $89M | $78M | $65M | |
| Financing Cash Flow | $-618M | $-694M | $-420M | $-387M | $-14M | $-412M | $-362M | $-1.03B | $-742M | $-873M | $-156M | $-161M | |
| Net Change in Cash | $-20M | $-143M | $81M | $-204M | $7M | $-196M | $-9M | $19M | $229M | $75M | $102M | $-44M | |
| Taxes Paid | $277M | $268M | $218M | $195M | $148M | $142M | $172M | $279M | $284M | $238M | $219M | $155M | |
| Free Cash Flow | $527M | $561M | $623M | $383M | $85M | $211M | $680M | $1.10B | $1.19B | $1.09B | $785M | $503M | |
| Levered FCF | · | · | $545M | $310M | $15M | $142M | $602M | $1.04B | $1.11B | $1.03B | $723M | $446M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 6.5% | 7.0% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 3.3% | 3.8% | 4.0% | 3.1% | 3.5% | 2.7% | 5.4% | 7.8% | 7.9% | 7.7% | 6.5% | · | |
| Net Margin | 1.9% | 2.2% | 2.4% | 1.6% | 1.9% | 0.93% | 3.8% | 5.4% | 6.4% | 5.2% | 4.1% | 3.8% | |
| Pretax Margin | 2.7% | 3.1% | 3.3% | 2.4% | 3.0% | 1.8% | 4.8% | 7.3% | 7.5% | 7.2% | 5.7% | 4.4% | |
| EBITDA Margin | 5.9% | 6.5% | 6.6% | 5.9% | 6.5% | 5.8% | 8.0% | 10.1% | 10.0% | 9.7% | 8.4% | 1.8% | |
| ROA | 3.0% | 3.5% | 3.9% | 2.4% | 2.8% | 1.2% | 5.9% | 9.7% | 11.1% | 9.7% | 7.8% | 7.5% | |
| ROE | 9.2% | 10.8% | 11.9% | 7.0% | 8.2% | 3.6% | 17.6% | 27.5% | 36.4% | 32.6% | 25.3% | 22.0% | |
| ROIC | 11.7% | 14.6% | 14.5% | 10.3% | 11.1% | 7.0% | 20.7% | 31.3% | 33.7% | 33.7% | 29.3% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.3 | 1.3 | 1.4 | 1.3 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 | |
| Interest Coverage | · | · | 9.2 | 6.6 | 7.4 | 4.6 | 11.6 | 19.7 | 18.8 | 17.3 | 13.7 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.6 | 1.6 | 1.5 | 1.5 | 1.3 | 1.6 | 1.8 | 1.7 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 13.2 | 12.9 | 13.1 | 12.4 | 12.0 | 12.0 | 14.7 | 15.7 | 16.3 | 16.7 | 18.2 | 19.4 | |
| Receivables Turnover | 6.2 | 6.4 | 6.6 | 6.4 | 6.1 | 5.5 | 6.8 | 6.9 | 6.8 | 7.0 | 7.2 | 7.5 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.20% | -0.69% | 12.3% | 8.5% | 13.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.6% | 6.6% | 11.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -9.1% | -7.3% | 77.0% | -11.6% | 136.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.2% | 13.2% | 54.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 25.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -13.8% | -11.5% | 74.7% | -12.4% | 135.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.1% | 10.7% | 53.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 22.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $23.26B | $23.31B | $23.47B | $20.89B | $19.26B | $17.05B | $19.81B | $21.15B | $20.47B | $18.56B | $18.21B | $17.73B | |
| Net Income TTM | $437M | $507M | $572M | $328M | $374M | $158M | $754M | $1.15B | $1.31B | $975M | $746M | $672M | |
| P/E | 14.1 | 10.6 | 14.6 | 22.7 | 29.6 | 60.7 | 10.8 | 7.1 | 9.5 | 9.9 | 12.8 | 11.9 | |
| Earnings Yield | 7.1% | 9.5% | 6.9% | 4.4% | 3.4% | 1.7% | 9.3% | 14.0% | 10.5% | 10.1% | 7.8% | 8.4% | |
| Payout Ratio | 37.7% | 34.3% | 31.8% | 56.6% | 28.5% | 42.5% | 24.7% | 16.2% | 10.5% | 9.1% | 10.5% | 9.7% | |
| Annual Payout | $165M | $174M | $182M | $186M | $107M | $67M | $186M | $186M | $138M | $89M | $78M | $65M |
Estado de resultados 14
| Métrica | Tendencia | Q3 2026 | Q2 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 | $6.21B | $5.82B | $5.99B | $5.68B | $6.03B | $5.56B | $5.71B | $5.58B | $6.01B | $5.99B | $5.84B | $5.78B | $5.85B | $5.37B | |
| Cost of Revenue | $5.74B | $5.37B | $5.65B | $5.32B | $5.59B | $5.20B | $5.33B | $5.18B | $5.56B | $5.60B | $5.44B | $5.36B | $5.42B | $5.00B | |
| Gross Profit | $470M | $450M | $342M | $364M | $439M | $359M | $387M | $405M | $449M | $398M | · | · | · | · | |
| SG&A Expense | $198M | $190M | $182M | $166M | $186M | $172M | $167M | $174M | $175M | $186M | $173M | $182M | $177M | $172M | |
| Operating Income | $268M | $255M | $155M | $192M | $248M | $182M | $210M | $220M | $261M | $196M | $218M | $220M | $237M | $184M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $26M | · | $26M | $24M | · | |
| Pretax Income | $241M | $217M | $113M | $159M | $218M | $135M | $159M | $191M | $226M | $157M | $177M | $189M | $199M | $173M | |
| Income Tax | $48M | $38M | $18M | $45M | $42M | $45M | $57M | $47M | $46M | $40M | $47M | $47M | $46M | $48M | |
| Net Income | $193M | $172M | $83M | $108M | $165M | $81M | $88M | $136M | $173M | $110M | $127M | $133M | $144M | $118M | |
| EPS (Basic) | $3.83 | $3.38 | $1.62 | $2.03 | $3.07 | $1.50 | $1.65 | $2.42 | $3.04 | $1.91 | $2.19 | $2.26 | $2.42 | $1.97 | |
| EPS (Diluted) | $3.79 | $3.34 | $1.58 | $2.02 | $3.06 | $1.49 | $1.64 | $2.41 | $3.02 | $1.90 | $2.18 | $2.25 | $2.41 | $1.97 | |
| Shares (Basic) | 50,302,285 | 51,043,440 | -107,734,790 | 53,222,383 | 53,764,586 | 53,916,073 | -114,076,332 | 56,038,579 | 56,926,745 | 57,251,970 | -241,855 | 58,766,586 | 59,316,555 | -120,300 | |
| Shares (Diluted) | 50,822,013 | 51,547,544 | -108,345,988 | 53,653,263 | 54,056,107 | 54,227,394 | -114,701,928 | 56,373,835 | 57,234,459 | 57,569,739 | -217,215 | 59,075,638 | 59,558,966 | -110,955 | |
| EBITDA | $268M | $405M | · | $192M | $248M | $329M | · | $373M | $415M | $352M | · | $372M | $384M | · |
Balance general 26
| Métrica | Tendencia | Q3 2026 | Q2 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 | $1.00B | $882M | $1.03B | $1.01B | $888M | $780M | $1.05B | $764M | $950M | $930M | $1.20B | $980M | $898M | $1.11B | |
| Receivables | $4.21B | $4.17B | $3.90B | $4.22B | $4.53B | $4.22B | $3.59B | $4.29B | $4.16B | $4.15B | · | $4.04B | $4.14B | · | |
| Inventory | $1.72B | $1.75B | $1.69B | $1.76B | $1.68B | $1.68B | $1.60B | $1.77B | $1.70B | $1.74B | · | $1.79B | $1.68B | · | |
| Other Current Assets | $1.45B | $1.45B | $1.03B | $1.04B | $1.11B | $1.03B | $941M | $987M | $969M | $1.09B | · | $928M | $861M | · | |
| Current Assets | $8.39B | $8.25B | $7.66B | $8.03B | $8.22B | $7.72B | $7.18B | $7.81B | $7.78B | $7.91B | · | $7.74B | $7.58B | · | |
| PP&E (Net) | $2.86B | $2.85B | $2.91B | $2.90B | $2.92B | $2.85B | $2.83B | $2.91B | $2.86B | $2.91B | · | $2.89B | $2.84B | · | |
| PP&E (Gross) | $7.60B | $7.44B | $7.45B | $7.36B | $7.30B | $7.02B | $6.82B | $6.99B | $6.79B | $6.76B | · | $6.53B | $6.33B | · | |
| Accum. Depreciation | $4.74B | $4.60B | $4.53B | $4.46B | $4.38B | $4.18B | $3.98B | $4.08B | $3.93B | $3.85B | · | $3.64B | $3.49B | · | |
| Goodwill | $1.78B | $1.78B | $1.78B | $1.76B | $1.76B | $1.72B | $1.70B | $1.75B | $1.72B | $1.72B | $1.74B | $1.71B | $1.67B | $1.66B | |
| Intangibles | · | · | $110M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Other Non-current Assets | $2.62B | $2.58B | $2.49B | $2.47B | $2.43B | $2.34B | $2.31B | $2.34B | $2.32B | $2.33B | · | $2.28B | $2.32B | · | |
| Total Assets | $15.65B | $15.45B | $14.84B | $15.16B | $15.32B | $14.62B | $14.03B | $14.82B | $14.68B | $14.87B | · | $14.61B | $14.40B | · | |
| Accounts Payable | $3.93B | $3.78B | $3.42B | $3.62B | $3.75B | $3.63B | $3.25B | $3.49B | $3.55B | $3.69B | · | $3.56B | $3.58B | · | |
| Accrued Liabilities | $2.42B | $2.40B | $2.22B | $2.30B | $2.34B | $2.19B | $2.17B | $2.37B | $2.24B | $2.23B | · | $2.12B | $2.00B | · | |
| Short-term Debt | $29M | $28M | $28M | $27M | $27M | $27M | $27M | $28M | $27M | $27M | · | $27M | $17M | · | |
| Current Liabilities | $6.38B | $6.22B | $5.67B | $5.95B | $6.12B | $5.85B | $5.45B | $5.89B | $5.82B | $5.94B | · | $5.70B | $5.60B | · | |
| Capital Leases | $597M | $611M | $595M | $590M | $593M | $587M | $582M | $612M | $607M | $619M | · | $621M | $609M | · | |
| Other Non-current Liabilities | $1.23B | $1.25B | $1.26B | $1.21B | $1.23B | $1.22B | $1.25B | $1.26B | $1.21B | $1.20B | · | $1.19B | $1.19B | · | |
| Total Debt | · | · | · | $27M | $27M | $27M | · | $28M | $27M | $27M | · | $27M | · | · | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | · | |
| Paid-in Capital | $1.10B | $1.08B | $1.11B | $1.09B | $1.09B | $1.07B | $1.08B | $1.06B | $1.05B | $1.04B | · | $1.04B | $1.01B | · | |
| Retained Earnings | $6.47B | $6.32B | $6.19B | $6.15B | $6.08B | $5.96B | $5.93B | $5.88B | $5.79B | $5.66B | · | $5.52B | $5.31B | · | |
| Treasury Stock | $1.87B | $1.77B | $1.72B | $1.55B | $1.45B | $1.43B | $1.42B | $1.32B | $1.12B | $1.06B | · | $870M | $762M | · | |
| AOCI | $-522M | $-550M | $-544M | $-591M | $-640M | $-950M | $-1.13B | $-862M | $-929M | $-755M | $-689M | $-828M | $-705M | · | |
| Stockholders' Equity | $5.18B | $5.09B | $5.04B | $5.11B | $5.08B | $4.66B | $4.45B | $4.77B | $4.80B | $4.89B | · | $4.86B | $4.86B | · | |
| Liabilities + Equity | $15.65B | $15.45B | $14.84B | $15.16B | $15.32B | $14.62B | $14.03B | $14.82B | $14.68B | $14.87B | · | $14.61B | $14.40B | · |
Flujo de Efectivo 14
| Métrica | Tendencia | Q3 2026 | Q2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $150M | $156M | $152M | $148M | $148M | $159M | $152M | $154M | $155M | $154M | $152M | $147M | $142M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $11M | $11M | $13M | $15M | $15M | $16M | $16M | $15M | |
| Other Non-cash | · | $-433M | · | · | · | $-749M | · | · | · | $-596M | · | · | $-638M | · | |
| Operating Cash Flow | · | $98M | $476M | $444M | $296M | $-128M | $681M | $183M | $291M | $-35M | $570M | $404M | $-36M | $537M | |
| CapEx | · | $125M | $195M | $137M | $125M | $104M | $192M | $132M | $121M | $114M | $193M | $153M | $112M | $195M | |
| Investing Cash Flow | · | $-119M | $-191M | $-136M | $-123M | $-67M | $-175M | $-138M | $-119M | $-111M | $-158M | $-153M | $-110M | $-214M | |
| Stock Repurchased | · | $75M | $175M | $103M | $22M | $25M | $106M | $204M | $62M | $45M | $158M | $85M | $25M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $-25M | · | · | · | $-45M | · | · | $-25M | · | |
| Dividends Paid | · | $42M | $39M | $41M | $41M | $43M | $42M | $43M | $44M | $46M | $45M | $45M | $47M | $46M | |
| Financing Cash Flow | · | $-138M | $-270M | $-189M | $-75M | $-84M | $-188M | $-255M | $-147M | $-104M | $-212M | $-160M | $-82M | $-74M | |
| Net Change in Cash | · | $-151M | $21M | $121M | $111M | $-273M | $288M | $-186M | $21M | $-266M | $215M | $78M | $-217M | $273M | |
| Taxes Paid | · | $56M | $64M | $61M | $94M | $58M | $62M | $52M | $103M | $50M | $52M | $56M | $46M | $38M | |
| Free Cash Flow | · | $-26M | · | · | · | $-232M | · | · | · | $-148M | · | · | $-147M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-168M | · | · | $-166M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | Q2 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 | 7.6% | 7.7% | · | 6.4% | 7.3% | 6.5% | · | · | · | · | · | · | · | · | |
| Operating Margin | 4.3% | 4.4% | · | 3.4% | 4.1% | 3.3% | · | 4.0% | 4.3% | 3.3% | · | 3.8% | 4.1% | · | |
| Net Margin | 3.1% | 3.0% | · | 1.9% | 2.7% | 1.5% | · | 2.4% | 2.9% | 1.8% | · | 2.3% | 2.5% | · | |
| Pretax Margin | 3.9% | 3.7% | · | 2.8% | 3.6% | 2.4% | · | 3.4% | 3.8% | 2.6% | · | 3.3% | 3.4% | · | |
| EBITDA Margin | 4.3% | 7.0% | · | 3.4% | 4.1% | 5.9% | · | 6.7% | 6.9% | 5.9% | · | 6.4% | 6.6% | · | |
| ROA | · | · | · | 0.72% | 1.1% | 0.55% | · | 0.92% | 1.2% | 0.75% | · | 0.95% | · | · | |
| ROE | · | · | · | 2.2% | 3.3% | 1.7% | · | 2.8% | 3.5% | 2.2% | · | 2.9% | · | · | |
| ROIC | · | · | · | 2.7% | 3.9% | 2.6% | · | 3.5% | 4.3% | 3.0% | · | 3.4% | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q3 2026 | Q2 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 | · | · | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.3 | · | 1.4 | · | · | |
| Quick Ratio | · | · | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 7.5 | · | 8.6 | 9.8 | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 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 | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | · | · | |
| Inventory Turnover | · | · | · | 3.0 | 3.3 | 3.0 | · | 2.9 | 3.3 | 3.3 | · | 3.2 | · | · | |
| Receivables Turnover | · | · | · | 1.3 | 1.4 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | · | · |
Valoración (TTM) 5
| Métrica | Tendencia | Q3 2026 | Q2 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 | $23.74B | $23.09B | · | $22.85B | $23.19B | $23.15B | · | $23.37B | $23.79B | $23.62B | · | $22.87B | $21.37B | · | |
| Net Income TTM | $638M | $526M | · | $490M | $555M | $499M | · | $551M | $584M | $555M | · | $538M | $354M | · | |
| P/E | 10.7 | 12.0 | · | 11.3 | 9.5 | 10.0 | · | 11.8 | 11.4 | 15.4 | · | 14.8 | 23.6 | · | |
| Earnings Yield | 9.3% | 8.4% | · | 8.8% | 10.6% | 10.0% | · | 8.5% | 8.8% | 6.5% | · | 6.7% | 4.2% | · | |
| Payout Ratio | · | 24.7% | · | · | · | 53.7% | · | · | · | 41.5% | · | · | 32.6% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 | |
|---|---|---|---|---|---|
| Ingresos | $23.26B | — | — | $23.31B | — |
| Margen Bruto % | 6.5% | — | — | 7.0% | — |
| Margen Operativo % | 3.3% | — | — | 3.8% | — |
| Beneficio neto | $437M | — | — | $507M | — |
| EPS Diluido | $8.15 | — | — | $8.97 | — |
Balance general
| 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | — | — | 0.0 | — |
| Ratio corriente | 1.4 | — | — | 1.3 | — |
| Ratio Rápido | 0.9 | — | — | 0.9 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-28 | 2025-03-29 | 2024-12-31 | 2024-09-28 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $527M | — | — | $561M | — |
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Propietarios institucionales (13F) 542 declarantes · $4.0B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 87 (-4 vs trimestre anterior) | 35 (+2 vs trimestre anterior) | 174 (+1 vs trimestre anterior) | 163 (+40 vs trimestre anterior) | +6.7M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $459 467 055 | 3 427 324 | 11,36% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $384 584 074 | 2 868 747 | 9,51% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $303 250 691 | 2 262 052 | 7,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $280 493 469 | 2 092 298 | 6,94% | Acciones |
| STATE STREET CORP | $226 163 644 | 1 687 033 | 5,59% | Acciones |
| GREENHAVEN ASSOCIATES INC | $195 182 378 | 1 455 933 | 4,83% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $111 024 908 | 827 860 | 2,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91 858 984 | 685 208 | 2,27% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $87 613 170 | 653 537 | 2,17% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $80 084 738 | 597 380 | 1,98% | Acciones |
| Oldfield Partners LLP | $78 083 523 | 644 892 | 1,93% | Acciones |
| Caisse de depot et placement du Quebec | $76 389 131 | 569 813 | 1,89% | Acciones |
| NORGES BANK | $74 061 715 | 552 452 | 1,83% | Acciones |
| FMR LLC | $73 838 773 | 550 789 | 1,83% | Acciones |
| Balyasny Asset Management L.P. | $61 865 607 | 461 477 | 1,53% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $56 588 017 | 422 172 | 1,40% | Acciones |
| FIRST TRUST ADVISORS LP | $53 314 723 | 397 693 | 1,32% | Acciones |
| Life Cycle Investment Partners Ltd | $45 133 310 | 336 665 | 1,12% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $42 419 667 | 316 423 | 1,05% | Acciones |
| Paradice Investment Management LLC | $35 783 563 | 266 922 | 0,88% | Acciones |
| Driehaus Capital Management LLC | $33 373 701 | 248 946 | 0,83% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $33 053 700 | 246 559 | 0,82% | Acciones |
| Gotham Asset Management, LLC | $32 632 885 | 243 420 | 0,81% | Acciones |
| ALGERT GLOBAL LLC | $29 986 273 | 223 678 | 0,74% | Acciones |
| Holocene Advisors, LP | $29 882 108 | 222 901 | 0,74% | Acciones |
| Qube Research & Technologies Ltd | $28 783 218 | 214 704 | 0,71% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28 129 944 | 209 831 | 0,70% | Acciones |
| Alberta Investment Management Corp | $25 471 400 | 190 000 | 0,63% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $25 345 152 | 192 054 | 0,63% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $25 329 430 | 188 941 | 0,63% | Acciones |
| BlackRock, Inc. | $23 360 625 | 174 255 | 0,58% | Acciones |
| Quantinno Capital Management LP | $22 167 162 | 165 352 | 0,55% | Acciones |
| AMERIPRISE FINANCIAL INC | $21 824 835 | 162 799 | 0,54% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $20 496 433 | 152 890 | 0,51% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $19 861 391 | 148 153 | 0,49% | Acciones |
| Trexquant Investment LP | $19 765 404 | 147 437 | 0,49% | Acciones |
| RHUMBLINE ADVISERS | $18 618 596 | 138 883 | 0,46% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $17 423 376 | 129 967 | 0,43% | Acciones |
| Engineers Gate Manager LP | $16 970 387 | 126 588 | 0,42% | Acciones |
| California Public Employees Retirement System | $16 837 534 | 125 597 | 0,42% | Acciones |
| RWC Asset Management LLP | $15 794 815 | 117 819 | 0,39% | Acciones |
| SEI INVESTMENTS CO | $15 286 870 | 114 030 | 0,38% | Acciones |
| Allianz Asset Management GmbH | $15 127 330 | 112 840 | 0,37% | Acciones |
| Epoch Investment Partners, Inc. | $13 929 906 | 103 908 | 0,34% | Acciones |
| FRANKLIN RESOURCES INC | $13 813 006 | 103 036 | 0,34% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $13 640 873 | 112 660 | 0,34% | Acciones |
| Swiss National Bank | $13 620 496 | 101 600 | 0,34% | Acciones |
| JANE STREET GROUP, LLC | $12 892 282 | 96 168 | 0,32% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $12 622 017 | 94 152 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $12 216 619 | 91 128 | 0,30% | Acciones |
| GOLDMAN SACHS GROUP INC | $12 204 554 | 91 038 | 0,30% | Acciones |
| ALPS ADVISORS INC | $12 112 723 | 90 353 | 0,30% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $11 936 032 | 89 035 | 0,30% | Acciones |
| Brandywine Global Investment Management, LLC | $11 647 371 | 101 635 | 0,29% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $11 236 776 | 83 819 | 0,28% | Acciones |
| ROYCE & ASSOCIATES LP | $11 044 667 | 82 386 | 0,27% | Acciones |
| Robeco Institutional Asset Management B.V. | $10 942 647 | 81 625 | 0,27% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $10 550 790 | 87 139 | 0,26% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10 482 823 | 78 195 | 0,26% | Acciones |
| Cambria Investment Management, L.P. | $10 373 965 | 77 383 | 0,26% | Acciones |
| Point72 Asset Management, L.P. | $9 679 132 | 72 200 | 0,24% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9 500 564 | 70 868 | 0,23% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $9 083 948 | 67 730 | 0,22% | Acciones |
| ExodusPoint Capital Management, LP | $8 631 319 | 64 384 | 0,21% | Acciones |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8 547 897 | 63 761 | 0,21% | Acciones |
| Amundi | $7 375 445 | 55 016 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 276 182 | 60 094 | 0,18% | Acciones |
| TOWLE & CO | $7 076 223 | 52 784 | 0,17% | Acciones |
| Retirement Systems of Alabama | $6 945 917 | 51 812 | 0,17% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 884 785 | 51 356 | 0,17% | Acciones |
| Impax Asset Management Group plc | $6 772 577 | 50 519 | 0,17% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6 420 536 | 47 893 | 0,16% | Acciones |
| BARCLAYS PLC | $6 250 548 | 46 625 | 0,15% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $6 181 238 | 46 108 | 0,15% | Acciones |
| LEUTHOLD GROUP, LLC | $6 148 528 | 45 864 | 0,15% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $6 097 585 | 45 484 | 0,15% | Acciones |
| Edgestream Partners, L.P. | $5 984 438 | 44 640 | 0,15% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $5 889 122 | 43 929 | 0,15% | Acciones |
| Convergence Investment Partners, LLC | $5 665 704 | 42 262 | 0,14% | Acciones |
| Arjuna Capital | $5 586 147 | 41 669 | 0,14% | Acciones |
| CAPITAL MANAGEMENT CORP /VA | $5 539 627 | 41 322 | 0,14% | Acciones |
| Vanguard Global Advisers, LLC | $5 324 595 | 39 718 | 0,13% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $5 263 732 | 39 264 | 0,13% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $5 211 670 | 38 876 | 0,13% | Acciones |
| Hillsdale Investment Management Inc. | $4 977 648 | 37 130 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $4 810 877 | 35 886 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4 757 655 | 35 489 | 0,12% | Acciones |
| Ruffer LLP | $4 507 674 | 33 663 | 0,11% | Acciones |
| Daiwa Securities Group Inc. | $4 463 930 | 33 298 | 0,11% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $4 446 234 | 33 166 | 0,11% | Acciones |
| IEQ CAPITAL, LLC | $4 323 858 | 32 253 | 0,11% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $4 288 445 | 31 989 | 0,11% | Acciones |
| Perennial Advisors, LLC | $4 233 899 | 31 582 | 0,10% | Acciones |
| Legal & General Group Plc | $4 219 137 | 31 472 | 0,10% | Acciones |
| Bridgewater Associates, LP | $4 197 821 | 31 313 | 0,10% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 141 567 | 30 893 | 0,10% | Acciones |
| New Age Alpha Advisors, LLC | $4 044 992 | 30 173 | 0,10% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 987 883 | 29 747 | 0,10% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $3 702 469 | 27 618 | 0,09% | Acciones |
| MERITAGE PORTFOLIO MANAGEMENT | $3 683 473 | 32 142 | 0,09% | Acciones |
Informantes de la empresa 57 insiders · 30 directivos · 29 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Raymond E Scott | President and CEO | 24 de junio de 2026 S | 49 789 | 0 | 4 | $-6 768 356 |
| Matthew Simoncini | President & CEO | 22 de febrero de 2018 G | 0 | 0 | 0 | $0 |
| Robert E Rossiter | CEO and President | 9 de agosto de 2011 M | 18 186 | 0 | 0 | $0 |
| Jason M Cardew | SVP and CFO | 2 de junio de 2026 S | 13 241 | 0 | 8 | $-3 308 536 |
| Jeffrey H. Vanneste | Sr. VP and CFO | 6 de febrero de 2019 A | 21 407 | 0 | 0 | $0 |
| David C Wajsgras | Executive VP & CFO | 3 de enero de 2006 A | 3 839 | 0 | 0 | $0 |
| Jay K. Kunkel | President, Asia Pacific Ops | 20 de febrero de 2018 S | 8 368 | 0 | 0 | $0 |
| Douglas G Delgrosso | Pres & Chief Operating Officer | 15 de marzo de 2007 A | 15 100 | 0 | 0 | $0 |
| Donald J Stebbins | Pres & COO-Europe, Africa & As | 18 de mayo de 2005 M | 14 294 | 0 | 0 | $0 |
| Frank C Orsini | EVP and President, Seating | 2 de junio de 2026 S | 11 795 | 0 | 4 | $-3 786 606 |
| Nicholas Jon Roelli | SVP and President, E-Systems | 22 de mayo de 2026 S | 2 339 | 0 | 1 | $-330 264 |
| Marianne Vidershain | VP, Treas & Head of Inv Relat | 24 de febrero de 2026 S | 1 862 | 0 | 1 | $-214 650 |
| Alicia J. Davis | SVP and Chief Strategy Officer | 19 de febrero de 2026 S | 9 972 | 0 | 1 | $-881 657 |
| Harry Albert Kemp | SVP & Chief Admin Officer | 19 de febrero de 2026 S | 17 423 | 0 | 1 | $-954 170 |
| Amy Doyle | VP & Chief Accounting Officer | 4 de enero de 2026 M | 2 539 | 0 | 0 | $0 |
| Carl A. Esposito | SVP & President, E-Systems | 7 de febrero de 2024 F | 25 206 | 0 | 0 | $0 |
| Thomas A Didonato | Sr VP, Chief Admin Officer | 2 de enero de 2023 M | 1 540 | 0 | 0 | $0 |
| Shari L Burgess | VP & Treasurer | 9 de febrero de 2021 F | 4 698 | 0 | 0 | $0 |
| Terrence B Larkin | EVP, Business Dev & Gen Cnsl | 13 de febrero de 2019 S | 2 752 | 0 | 0 | $0 |
| Jeneanne Michelle Hanley | SVP & President, E-Systems | 4 de enero de 2019 M | 3 378 | 0 | 0 | $0 |
| Mel Stephens | SVP Comm, Facilities & Inv Rel | 21 de febrero de 2018 S | 40 000 | 0 | 0 | $0 |
| James L Murawski | VP, Corporate Controller & CAO | 17 de febrero de 2017 S | 948 | 0 | 0 | $0 |
| Wendy L Foss | VP & Corporate Controller | 7 de mayo de 2015 S | 5 436 | 0 | 0 | $0 |
| Louis R Salvatore | Sr. VP & Pres, Seating Systems | 16 de febrero de 2011 A | 0 | 0 | 0 | $0 |
| James M Brackenbury | Pres Glbl JIT Ops New ProdEng | 14 de marzo de 2009 M | 18 329 | 0 | 0 | $0 |
| Daniel A Ninivaggi | Executive Vice President | 14 de marzo de 2009 M | 25 052 | 0 | 0 | $0 |
| James H Vandenberghe | Vice Chairman | 7 de mayo de 2008 A | 58 769 | 0 | 0 | $0 |
| Roger A Jackson | Sr. VP-Human Resources | 14 de marzo de 2008 M | 12 622 | 0 | 0 | $0 |
| Joseph P Zimmer | Sr VP & Pres-Interior Systems | 13 de noviembre de 2006 M | 22 373 | 0 | 0 | $0 |
| William C Dircks | VP & Corporate Controller | 11 de noviembre de 2004 A | 1 337 | 0 | 0 | $0 |
| Kathleen Ligocki | Consejero | 1 de julio de 2026 M | 3 943 | 0 | 0 | $0 |
| Rod Lache | Consejero | 14 de mayo de 2026 A | 3 383 | 0 | 0 | $0 |
| Julian G. Blissett | Consejero | 14 de mayo de 2026 A | 1 670 | 0 | 0 | $0 |
| Patricia L Lewis | Consejero | 14 de mayo de 2026 A | 7 386 | 0 | 0 | $0 |
| Mary Lou Jepsen | Consejero | 14 de mayo de 2026 A | 12 971 | 0 | 0 | $0 |
| Bradley M Halverson | Consejero | 14 de mayo de 2026 A | 8 171 | 0 | 0 | $0 |
| Greg C Smith | Consejero | 14 de mayo de 2026 A | 5 389 | 0 | 0 | $0 |
| Jonathan F Foster | Consejero | 14 de mayo de 2026 A | 15 641 | 0 | 0 | $0 |
| KRONE ROGER A | Consejero | 14 de mayo de 2026 A | 4 039 | 0 | 0 | $0 |
| Mei Wei Cheng | Consejero | 20 de febrero de 2025 M | 2 118 | 0 | 0 | $0 |
| Thomas P Capo | Consejero | 21 de mayo de 2020 A | 140 | 0 | 0 | $0 |
| Henry D G Wallace | Consejero | 16 de mayo de 2019 A | 0 | 0 | 0 | $0 |
| Richard Harold Bott | Consejero | 16 de noviembre de 2018 S | 0 | 0 | 0 | $0 |
| Donald L Runkle | Consejero | 16 de febrero de 2018 S | 2 944 | 0 | 0 | $0 |
| Curtis J Clawson | Consejero | 12 de mayo de 2011 A | 6 252 | 0 | 0 | $0 |
| Philip F Murtaugh | Consejero | 12 de febrero de 2010 A | 1 860 | 0 | 0 | $0 |
| James A Stern | Consejero | 9 de noviembre de 2009 J | 0 | 0 | 0 | $0 |
| David P Spalding | Consejero | 9 de noviembre de 2009 J | 0 | 0 | 0 | $0 |
| David E Fry | Consejero | 9 de noviembre de 2009 J | 0 | 0 | 0 | $0 |
| MCCURDY LARRY W | Consejero | 22 de septiembre de 2009 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 12 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 |
|---|---|---|---|---|---|
| OR ×8 presentaciones | 19 de junio de 2014 | — | Presentación inicial | — | SEC |
| Marcato Capital Management LLC, Richard T. McGuire III, Marcato, L.P., Marcato II, L.P., Marcato International Master Fund, Ltd., Oskie Capital Management, LLC, David M. Markowitz, Clive Rowe, Oskie Master Fund, LP | 8 de febrero de 2013 | — | Presentación inicial | Inversión pasiva | SEC |
| High River Limited Partnership S.S. OR, Hopper Investments LLC S.S. OR, Koala Holding Limited Partnership S.S. OR, Koala Holding GP Corp. S.S. OR, Barberry Corp. S.S. OR, Icahn Partners Master Fund LP S.S. OR, Icahn Offshore LP S.S. OR, Icahn Partners LP S.S. OR, Icahn Onshore LP S.S. OR, Icahn Capital LP, IPH GP LLC, AREP Car Holdings Corp. S.S. OR, Icahn Enterprises Holdings LP S.S. OR, Icahn Enterprises G.P. Inc. S.S. OR, Beckton Corp. S.S. OR, Carl C. Icahn S.S. OR ×2 presentaciones | 3 de noviembre de 2008 | — | Presentación inicial | — | SEC |
| 1 de agosto de 2008 | — | Presentación inicial | — | SEC | |
| 31 de agosto de 2007 | — | Presentación inicial | — | SEC | |
| High River Limited Partnership, Hopper Investments LLC, Koala Holding Limited Partnership, Koala Holding GP Corp., Barberry Corp., Icahn Partners Master Fund LP, Icahn Offshore LP, CCI Offshore Corp., Icahn Partners LP, Icahn Onshore LP, CCI Onshore Corp., AREP Car Holdings Corp., American Real Estate Holdings Limited Partnership, American Property Investors, Inc., Beckton Corp., Carl C. Icahn | 18 de julio de 2007 | — | Presentación inicial | — | SEC |
| 9 de julio de 2007 | — | Presentación inicial | — | SEC | |
| Persona informante no revelada | 13 de febrero de 2007 | — | Presentación inicial | M&A / venta | SEC |
| 9 de febrero de 2007 | — | Presentación inicial | — | SEC | |
| 5 de febrero de 2007 | — | Presentación inicial | — | SEC | |
| 9 de noviembre de 2006 | — | Presentación inicial | — | SEC | |
| Persona informante no revelada | 29 de marzo de 2006 | — | 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 118 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 |
|---|---|---|---|---|
| IDRV · iShares Trust | 2,24% | 25 246 SH | 8 de agosto de 2026 | Diario |
| RFV · Invesco Exchange-Traded Fund Trust | 2,01% | 55 473 SH | 8 de agosto de 2026 | Diario |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,62% | 66 746 SH | 8 de agosto de 2026 | Diario |
| FXD · First Trust Exchange-Traded AlphaDE… | 1,44% | 30 075 NS | 30 de abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 1,39% | 85 087 NS | 31 de mayo de 2026 | N-PORT |
| ABCS · EA Series Trust | 1,04% | 826 NS | 29 de mayo de 2026 | N-PORT |
| DRIV · Global X Funds | 0,99% | 32 876 NS | 31 de mayo de 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0,98% | 2 284 NS | 30 de abril de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,97% | 73 588 NS | 30 de abril de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,91% | 4 534 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,89% | 1 692 825 NS | 31 de mayo de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,81% | 89 084 SH | 8 de agosto de 2026 | Diario |
| GMOV · GMO ETF Trust | 0,63% | 3 983 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,61% | 6 943 NS | 31 de mayo de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,59% | 10 069 NS | 30 de abril de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,57% | 24 532 NS | 31 de mayo de 2026 | N-PORT |
| AUSF · Global X Funds | 0,55% | 32 559 NS | 31 de mayo de 2026 | N-PORT |
| KRMA · Global X Funds | 0,54% | 4 555 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,45% | 265 013 NS | 30 de abril de 2026 | N-PORT |
| OALC · Unified Series Trust | 0,41% | 6 886 NS | 31 de mayo de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,39% | 43 018 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,36% | 37 572 NS | 30 de abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,34% | 254 812 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,34% | 364 349 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,31% | 19 513 SH | 8 de agosto de 2026 | Diario |
| MIDE · DBX ETF Trust | 0,29% | 68 NS | 29 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,29% | 1 839 NS | 30 de abril de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,29% | 6 927 NS | 31 de mayo de 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,27% | 2 758 SH | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 0,23% | 15 123 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,23% | 11 917 NS | 31 de mayo de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,22% | 4 145 NS | 29 de mayo de 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,21% | 478 NS | 31 de marzo de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,21% | 10 970 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,20% | 8 987 NS | 31 de mayo de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,19% | 27 722 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,19% | 6 874 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,19% | 11 126 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,19% | 5 828 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,19% | 6 772 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,18% | 80 831 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,18% | 1 946 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,17% | 7 422 NS | 31 de mayo de 2026 | N-PORT |
| IJH · iShares Trust | 0,16% | 1 728 491 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,16% | 30 547 NS | 30 de abril de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,16% | 82 750 SH | 8 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,16% | 1 754 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,15% | 244 113 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,15% | 161 775 NS | 30 de abril de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 8 338 NS | 30 de abril de 2026 | N-PORT |