LII Lennox International, Inc. Common Stock
Acerca de Lennox International, Inc. Common Stock Descripción general de la empresa de Wikipedia
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
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Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
History
The company was founded in 1895, in Marshalltown, Iowa, by Dave Lennox, the owner of a machine repair business for railroads. Inventors Ezra William Smith and Ernest Bryant brought their idea for a riveted steel coal-fired furnace to his machine shop to build parts for a prototype. In lieu of payment, Lennox accepted their patent, obtaining rights to the idea and founded the Lennox Furnace Co.
In 1904, DW Norris acquired the company. He managed the company until his death in 1949.
From 1964 to 1965, Lennox produced a small crawler tractor and mower called the Lennox Kitty Track 600. It featured a 6 hp (4.5 kW) Briggs & Stratton engine and a 32" mower deck.
In 1999, the company became a public company via an initial public offering.
A 2018 tornado destroyed the plant in Marshalltown, but the company would rebuild it. As of 2024, there were over 750 workers employed at that location.
Acquisitions and divestitures
In 1971, the company sold its low pressure gas cylinder business to Worthington Industries.
In 1973, Lennox acquired Heatcraft, including the Larkin, Bohn, Chandler, and Climate Control brands.
In 1998, the company acquired Pyro Industries, a manufacturer of pellet stoves.
In December 2010, the company acquired Kysor/Warren from The Manitowoc Company for $138 million.
In September 2023, the company sold its European commercial HVAC and refrigeration businesses to funds managed by Syntagma Capital.
In October 2023, the company acquired AES.
Brands
The company operates the following brands:
Home Comfort Solutions
Lennox
Armstrong Air
Ducane
AirEase
Concord Air
MagicPak
ADP Advanced Distributor Products
Allied Air
Healthy Climate Solutions
Lennox Stores
Building Climate Solutions
Lennox
Model L
CORE
Enlight
Xion
Energence
Prodigy
Strategos
Raider
Lennox VRF
Lennox National Account Services
Allied Commercial
Elite
AES Industries
AES Mechanical
ES Reclaim
Heatcraft Worldwide Refrigeration
Bohn
MAGNA
Larkin
Climate Control
Chandler Refrigeration
Frigua-Bohn
IntelliGen
Interlink
Legal issues
In 1998, the company paid $6.2 million to settle an age discrimination lawsuit brought by 11 former employees and the Equal Employment Opportunity Commission, after the employees, who were 41 to 58 years old, were fired or demoted.
In 2026, Lennox was named along with several other major HVAC manufacturers in proposed federal class-action lawsuits alleging that the companies conspired to raise and coordinate prices for HVAC equipment. One lawsuit, filed by an HVAC contractor in the United States District Court for the Eastern District of Michigan, named Lennox International and Lennox Industries as defendants along with manufacturers including Carrier Global, Trane Technologies, Daikin, Rheem, Bosch and AAON. The complaint alleged violations of federal antitrust law.
In May 2026, the federal court consolidated the related cases for pretrial proceedings and stayed discovery pending further proceedings.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
LII Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
LII 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 |
|---|---|
| 30 de junio de 2026 | $1,3600 |
| 31 de marzo de 2026 | $1,3000 |
| 31 de diciembre de 2025 | $1,3000 |
| 30 de septiembre de 2025 | $1,3000 |
| 30 de junio de 2025 | $1,3000 |
| 30 de abril de 2025 | $1,1500 |
| 31 de diciembre de 2024 | $1,1500 |
| 30 de septiembre de 2024 | $1,1500 |
| 28 de junio de 2024 | $1,1500 |
| 27 de marzo de 2024 | $1,1000 |
| 28 de diciembre de 2023 | $1,1000 |
| 30 de agosto de 2023 | $1,1000 |
| 29 de junio de 2023 | $1,1000 |
| 30 de marzo de 2023 | $1,0600 |
| 29 de diciembre de 2022 | $1,0600 |
| 30 de agosto de 2022 | $1,0600 |
| 29 de junio de 2022 | $1,0600 |
| 30 de marzo de 2022 | $0,9200 |
| 30 de diciembre de 2021 | $0,9200 |
| 29 de septiembre de 2021 | $0,9200 |
LII Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 17,4%
- Compra 5 21,7%
- Mantener 12 52,2%
- Venta 2 8,7%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-15Historial 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 | $7.72 | $7.76 | -0.04% |
| 31 de marzo de 2026 | $3.35 | $3.20 | 0.15% |
| 31 de diciembre de 2025 | $4.45 | $4.80 | -0.35% |
| 30 de septiembre de 2025 | $6.98 | $6.88 | 0.10% |
| 30 de junio de 2025 | $7.82 | $6.92 | 0.90% |
| 31 de marzo de 2025 | $3.37 | $3.30 | 0.07% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LII | — | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| CARR | $44.18B | 30.7 | -3.3% | 6.8% | 10.2% | — |
| MAIR | — | — | — | — | — | — |
| CSL | $13.11B | 18.7 | 0.33% | 14.8% | 37.8% | — |
| MAS | $12.96B | 16.4 | -3.4% | 10.7% | -349.1% | 35.4% |
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| MOD | — | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| AOS | — | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Cost of Revenue | $3.46B | $3.56B | $3.43B | $3.43B | $3.01B | $2.59B | $2.73B | $2.77B | $2.71B | $2.57B | $2.52B | $2.46B | |
| Gross Profit | $1.73B | $1.78B | $1.55B | $1.28B | $1.19B | $1.04B | $1.08B | $1.11B | $1.13B | $1.08B | $947M | $903M | |
| R&D Expense | $103M | $94M | $94M | $80M | $76M | $67M | $70M | $72M | $74M | $65M | $62M | $61M | |
| SG&A Expense | $681M | $731M | $706M | $627M | $599M | $556M | $586M | $608M | $638M | $621M | $580M | $574M | |
| Operating Income | $1.04B | $1.04B | $792M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M | |
| Interest Expense | $41M | $39M | $52M | $39M | $25M | $28M | $48M | $38M | $31M | $27M | $24M | $17M | |
| Interest Income | $6M | $5M | $4M | $1M | $1M | $1M | $1M | $800.0K | $2M | $1M | $2M | $2M | |
| Other Non-op | $-3M | $-2M | $-100.0K | $-2M | $-4M | $-4M | $-2M | $-3M | $100.0K | $300.0K | $800.0K | $100.0K | |
| Pretax Income | $997M | $999M | $739M | $616M | $560M | $445M | $508M | $468M | $464M | $403M | $283M | $318M | |
| Income Tax | $191M | $188M | $148M | $119M | $96M | $88M | $99M | $108M | $157M | $124M | $95M | $110M | |
| Net Income | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| EPS (Basic) | $22.89 | $22.78 | $16.65 | $13.92 | $12.47 | $9.30 | $10.49 | $8.84 | $7.25 | $6.39 | $4.16 | $4.30 | |
| EPS (Diluted) | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 | $9.24 | $10.38 | $8.74 | $7.14 | $6.32 | $4.09 | $4.23 | |
| Shares (Basic) | 35,200,000 | 35,600,000 | 35,500,000 | 35,700,000 | 37,200,000 | 38,300,000 | 39,000,000 | 40,600,000 | 42,200,000 | 43,400,000 | 44,900,000 | 47,900,000 | |
| Shares (Diluted) | 35,400,000 | 35,800,000 | 35,700,000 | 35,800,000 | 37,500,000 | 38,600,000 | 39,400,000 | 41,100,000 | 42,800,000 | 44,000,000 | 45,600,000 | 48,600,000 | |
| EBITDA | $1.04B | $1.03B | $790M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $415M | $61M | $53M | $31M | $124M | $37M | $46M | $68M | $50M | $39M | $38M | |
| Short-term Investments | $500.0K | $7M | $8M | $8M | $6M | $5M | $3M | $0 | · | · | · | · | |
| Receivables | $579M | $661M | $595M | $608M | $508M | $448M | $478M | $473M | $506M | $470M | $423M | $421M | |
| Inventory | $1.15B | $853M | $842M | $753M | $511M | $439M | $544M | $510M | $484M | $418M | $419M | $463M | |
| Other Current Assets | $138M | $96M | $71M | $74M | $120M | $71M | $59M | $61M | $78M | $67M | $58M | $59M | |
| Current Assets | $1.90B | $2.03B | $1.58B | $1.50B | $1.18B | $1.09B | $1.12B | $1.09B | $1.14B | $1.01B | $938M | $982M | |
| PP&E (Net) | $887M | $800M | $720M | $549M | $515M | $464M | $445M | $408M | $398M | $361M | $340M | $359M | |
| PP&E (Gross) | $1.93B | $1.76B | $1.63B | $1.47B | $1.40B | $1.34B | $1.27B | $1.19B | $1.17B | $1.08B | $1.02B | $1.01B | |
| Accum. Depreciation | $1.04B | $957M | $911M | $921M | $889M | $881M | $824M | $778M | $774M | $717M | $683M | $654M | |
| Goodwill | $497M | $220M | $222M | $186M | $187M | $187M | $186M | $187M | $200M | $195M | $195M | $209M | |
| Intangibles | $273M | $45M | · | · | · | · | · | · | $9M | $7M | $6M | $28M | |
| Other Non-current Assets | $133M | $120M | $157M | $88M | $87M | $86M | $79M | $66M | $62M | $61M | $59M | $85M | |
| Total Assets | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B | |
| Accounts Payable | $438M | $490M | $375M | $427M | $402M | $340M | $372M | $433M | $349M | $361M | $320M | $324M | |
| Accrued Liabilities | $374M | $435M | $416M | $377M | $359M | $296M | $256M | $272M | $270M | $266M | $243M | $239M | |
| Short-term Debt | $226M | $0 | $150M | $0 | · | · | · | $0 | $900.0K | $52M | $204M | $227M | |
| Current Liabilities | $1.19B | $1.31B | $1.01B | $1.60B | $827M | $701M | $1.00B | $1.01B | $654M | $889M | $824M | $827M | |
| Capital Leases | $293M | $268M | $165M | $162M | $145M | $143M | $26M | $16M | $12M | $15M | $16M | $16M | |
| Other Non-current Liabilities | $271M | $225M | $168M | $159M | $159M | $142M | $135M | $135M | $132M | $128M | $121M | $119M | |
| Total Liabilities | $2.92B | $2.66B | $2.55B | $2.77B | $2.44B | $2.05B | $2.21B | $1.97B | $1.84B | $1.72B | $1.58B | $1.76B | |
| Total Debt | $244M | $314M | $162M | $711M | $11M | $10M | $322M | $301M | $34M | $252M | $204M | $227M | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | |
| Retained Earnings | $4.89B | $4.26B | $3.61B | $3.07B | $2.72B | $2.39B | $2.15B | $1.85B | $1.58B | $1.35B | $1.15B | $1.02B | |
| Treasury Stock | $4.92B | $4.42B | $4.35B | $4.34B | $4.03B | $3.42B | $3.31B | $2.90B | $2.43B | $2.17B | $1.84B | $1.69B | |
| AOCI | $-48M | $-94M | $-57M | $-91M | $-88M | $-97M | $-104M | $-189M | $-157M | $-195M | $-205M | $-154M | |
| Stockholders' Equity | $1.16B | $962M | $393M | $-203M | $-269M | $-17M | $-170M | $-150M | $50M | $38M | $102M | $9M | |
| Liabilities + Equity | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $112M | $95M | $86M | $78M | $72M | $73M | $71M | $66M | $65M | $58M | $63M | $61M | |
| Stock-based Comp | $29M | $28M | $30M | $22M | $24M | $24M | $21M | $26M | $25M | $32M | $27M | $23M | |
| Deferred Tax | $20M | $-25M | $-26M | $-15M | $-6M | $8M | $20M | $26M | $43M | $-6M | $-22M | $6M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $500.0K | $400.0K | $3M | $3M | |
| Restructuring | $7M | $0 | $3M | $2M | $2M | $11M | $10M | $3M | $3M | $2M | $3M | $2M | |
| Operating Cash Flow | $758M | $946M | $736M | $302M | $516M | $612M | $396M | $496M | $325M | $374M | $354M | $185M | |
| CapEx | $119M | $164M | $250M | $101M | $107M | $78M | $106M | $95M | $98M | $84M | $70M | $88M | |
| Investing Cash Flow | $-656M | $-174M | $-320M | $-103M | $-106M | $-80M | $16M | $30M | $-98M | $-84M | $-70M | $-87M | |
| Debt Issued | · | · | · | · | · | $600M | $0 | $0 | $0 | $350M | $0 | $300M | |
| Net Debt Issued | · | · | · | · | · | $589M | $-6M | $-33M | $-201M | $291M | $-24M | $-2M | |
| Stock Repurchased | $482M | $54M | $0 | $300M | $600M | $100M | $400M | $450M | $250M | $300M | $0 | $550M | |
| Net Stock Activity | $-482M | $-54M | $0 | $-300M | $-600M | $-100M | $-400M | $-450M | $-250M | $-300M | $0 | $-550M | |
| Dividends Paid | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M | |
| Financing Cash Flow | $-466M | $-419M | $-406M | $-174M | $-499M | $-442M | $-423M | $-538M | $-218M | $-275M | $-271M | $-90M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $13M | $8M | |
| Taxes Paid | $104M | $232M | $198M | $77M | $128M | $90M | $83M | $90M | $119M | $127M | $83M | $105M | |
| Free Cash Flow | $639M | $782M | $486M | $201M | $409M | $534M | $290M | $400M | $227M | $270M | $261M | $96M | |
| Levered FCF | $606M | $751M | $445M | $170M | $388M | $511M | $252M | $371M | $207M | $252M | $246M | $85M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% | 28.6% | 28.4% | 28.6% | 29.3% | 29.6% | 27.3% | 26.8% | |
| Operating Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| Net Margin | 15.5% | 15.1% | 11.8% | 10.5% | 11.1% | 9.8% | 10.7% | 9.2% | 8.0% | 7.6% | 5.4% | 6.1% | |
| Pretax Margin | 19.2% | 18.6% | 14.8% | 13.1% | 13.4% | 12.2% | 13.3% | 12.0% | 12.1% | 11.1% | 8.2% | 9.4% | |
| EBITDA Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| ROA | 20.9% | 25.2% | 22.0% | 21.0% | 22.1% | 17.5% | 21.2% | 19.4% | 16.7% | 16.2% | 10.8% | 12.1% | |
| ROE | 78.1% | 100.6% | 265.3% | -195.6% | -153.7% | -536.6% | -182.7% | -303.7% | 694.0% | 398.0% | 337.4% | 83.2% | |
| ROIC | 59.8% | 72.1% | 141.3% | 104.4% | -189.8% | -5330.7% | 348.5% | 259.5% | 391.5% | 102.3% | 66.2% | 93.1% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 | 1.6 | 1.1 | 1.1 | 1.7 | 1.1 | 1.1 | 1.2 | |
| Quick Ratio | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 | 0.8 | 0.5 | 0.5 | 0.9 | 0.6 | 0.6 | 0.6 | |
| Debt / Equity | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 | -0.6 | -1.9 | -2.0 | 0.7 | 6.6 | 2.0 | 25.2 | |
| Interest Coverage | 25.5 | 26.7 | 15.3 | 17.0 | 23.6 | 16.9 | 13.8 | 13.3 | 16.2 | 15.9 | 12.9 | 19.5 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.7 | 1.9 | 2.0 | 2.0 | 1.8 | 2.0 | 2.1 | 2.1 | 2.1 | 2.0 | 2.0 | |
| Inventory Turnover | 3.5 | 4.6 | 4.7 | 5.4 | 6.3 | 5.3 | 5.2 | 5.6 | 6.0 | 6.1 | 5.7 | 5.9 | |
| Receivables Turnover | 8.4 | 8.5 | 8.3 | 8.4 | 8.8 | 7.8 | 8.0 | 7.9 | 7.9 | 8.2 | 8.2 | 8.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.7% | 7.2% | 5.6% | 12.5% | 15.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.3% | 8.4% | 11.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 36.7% | 19.4% | 12.0% | 34.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.0% | 22.3% | 21.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -0.65% | 37.2% | 18.9% | 7.1% | 30.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.5% | 20.5% | 18.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Net Income TTM | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| P/E | 21.3 | 26.9 | 27.0 | 17.2 | 26.2 | 29.7 | 23.5 | 25.0 | 29.2 | 24.2 | 30.5 | 22.5 | |
| Earnings Yield | 4.7% | 3.7% | 3.7% | 5.8% | 3.8% | 3.4% | 4.2% | 4.0% | 3.4% | 4.1% | 3.3% | 4.5% | |
| Payout Ratio | 21.5% | 19.9% | 26.0% | 28.6% | 27.3% | 33.1% | 27.0% | 26.2% | 26.1% | 24.8% | 31.8% | 25.6% | |
| Annual Payout | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.55B | $1.14B | $1.20B | $1.43B | $1.50B | $1.07B | $1.34B | $1.50B | $1.45B | $1.05B | $1.15B | $1.37B | $1.41B | $1.05B | $1.09B | $1.24B | |
| Cost of Revenue | $1.01B | $784M | $806M | $940M | $983M | $732M | $884M | $1.01B | $963M | $707M | $798M | $938M | $954M | $743M | $809M | $911M | |
| Gross Profit | $540M | $351M | $389M | $487M | $518M | $341M | $461M | $488M | $488M | $340M | $356M | $428M | $458M | $307M | $285M | $334M | |
| SG&A Expense | $183M | $185M | $175M | $162M | $173M | $171M | $207M | $184M | $168M | $171M | $178M | $179M | $181M | $168M | $155M | $147M | |
| Operating Income | $355M | $164M | $196M | $329M | $349M | $168M | $250M | $303M | $320M | $167M | $186M | $187M | $279M | $140M | $132M | $186M | |
| Interest Expense | $15M | $15M | $16M | $10M | $8M | $6M | $6M | $9M | $12M | $12M | $11M | $11M | $15M | $14M | $13M | $10M | |
| Other Non-op | $-600.0K | $-900.0K | $-1M | $-800.0K | $-600.0K | $-900.0K | $-400.0K | $-400.0K | $-300.0K | $-800.0K | $0 | $-100.0K | $0 | $0 | $100.0K | $-700.0K | |
| Pretax Income | $340M | $147M | $179M | $317M | $340M | $161M | $244M | $294M | $307M | $154M | $175M | $175M | $264M | $125M | $120M | $175M | |
| Income Tax | $71M | $30M | $36M | $58M | $66M | $31M | $42M | $55M | $61M | $30M | $29M | $45M | $46M | $27M | $25M | $33M | |
| Net Income | $269M | $117M | $142M | $260M | $274M | $130M | $202M | $239M | $246M | $124M | $146M | $130M | $217M | $98M | $94M | $142M | |
| EPS (Basic) | $7.75 | $3.37 | $4.08 | $7.41 | $7.75 | $3.65 | $5.67 | $6.71 | $6.91 | $3.49 | $4.10 | $3.67 | $6.12 | $2.76 | $2.65 | $4.00 | |
| EPS (Diluted) | $7.72 | $3.35 | $4.07 | $7.38 | $7.71 | $3.63 | $5.64 | $6.68 | $6.87 | $3.47 | $4.08 | $3.65 | $6.10 | $2.75 | $2.64 | $3.99 | |
| Shares (Basic) | 34,700,000 | 34,800,000 | -70,700,000 | 35,100,000 | 35,300,000 | 35,500,000 | -71,200,000 | 35,600,000 | 35,600,000 | 35,600,000 | -71,000,000 | 35,500,000 | 35,500,000 | 35,500,000 | -71,600,000 | 35,400,000 | |
| Shares (Diluted) | 34,800,000 | 35,000,000 | -71,000,000 | 35,200,000 | 35,500,000 | 35,700,000 | -71,600,000 | 35,800,000 | 35,800,000 | 35,800,000 | -71,200,000 | 35,700,000 | 35,600,000 | 35,600,000 | -71,900,000 | 35,500,000 | |
| EBITDA | $355M | $164M | · | $310M | $354M | $156M | · | $303M | $320M | $167M | · | $187M | $279M | $140M | · | $186M |
Balance general 27
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $52M | $48M | $34M | $53M | $49M | $217M | $415M | $243M | $48M | $46M | · | $132M | $51M | $40M | · | $41M | |
| Short-term Investments | $600.0K | $2M | $500.0K | $6M | $6M | $6M | $7M | $13M | $10M | $12M | · | $10M | $7M | $7M | · | $8M | |
| Receivables | $918M | $648M | $579M | $759M | $868M | $652M | $661M | $816M | $859M | $616M | · | $695M | $844M | $642M | · | $708M | |
| Inventory | $1.15B | $1.21B | $1.15B | $992M | $1.00B | $902M | $853M | $689M | $776M | $823M | $842M | $748M | $856M | $904M | · | $743M | |
| Other Current Assets | $135M | $124M | $138M | $89M | $78M | $78M | $96M | $70M | $73M | $68M | · | $65M | $69M | $78M | · | $94M | |
| Current Assets | $2.26B | $2.03B | $1.90B | $1.90B | $2.00B | $1.85B | $2.03B | $1.83B | $1.77B | $1.56B | $1.58B | $1.74B | $1.83B | $1.67B | · | $1.59B | |
| PP&E (Net) | $934M | $918M | $887M | $848M | $826M | $810M | $800M | $755M | $741M | $759M | $720M | $602M | $608M | $567M | $549M | $520M | |
| PP&E (Gross) | · | · | $1.93B | · | · | · | $1.76B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.09B | $1.06B | $1.04B | $1.02B | $1.00B | $978M | $957M | $953M | $936M | $928M | · | $898M | $953M | $939M | · | $906M | |
| Goodwill | $504M | $504M | $497M | $220M | $220M | $220M | $220M | $220M | $220M | $220M | $222M | $182M | $186M | $186M | $186M | $186M | |
| Intangibles | $266M | $270M | $273M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $140M | $134M | $133M | $171M | $176M | $170M | $120M | $166M | $161M | $158M | · | $100M | $99M | $94M | · | $91M | |
| Total Assets | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | $2.57B | $2.63B | |
| Accounts Payable | $524M | $465M | $438M | $478M | $583M | $577M | $490M | $478M | $451M | $438M | · | $346M | $470M | $445M | · | $430M | |
| Accrued Liabilities | $373M | $302M | $374M | $399M | $385M | $326M | $435M | $445M | $393M | $302M | · | $409M | $426M | $342M | · | $410M | |
| Short-term Debt | $412M | $361M | $226M | $157M | $29M | $0 | $0 | $0 | $147M | $250M | · | · | · | · | · | · | |
| Current Liabilities | $1.44B | $1.29B | $1.19B | $1.13B | $1.42B | $1.29B | $1.31B | $1.32B | $1.10B | $1.10B | · | $1.25B | $1.74B | $1.53B | · | $932M | |
| Capital Leases | $356M | $348M | $293M | $279M | $286M | $264M | $268M | $215M | $215M | $174M | · | $162M | $160M | $159M | · | $144M | |
| Other Non-current Liabilities | $284M | $275M | $271M | $191M | $192M | $190M | $225M | $184M | $180M | $174M | · | $158M | $160M | $161M | · | $176M | |
| Total Liabilities | $3.25B | $3.08B | $2.92B | $2.45B | $2.75B | $2.60B | $2.66B | $2.56B | $2.64B | $2.62B | $2.55B | $2.73B | $2.92B | $2.90B | · | $2.93B | |
| Total Debt | $412M | $361M | · | $157M | $29M | $0 | · | $0 | $147M | $250M | · | · | · | · | · | · | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | · | $900.0K | $900.0K | $900.0K | · | $900.0K | |
| Retained Earnings | $5.19B | $4.96B | $4.89B | $4.66B | $4.46B | $4.23B | $4.26B | $3.99B | $3.80B | $3.59B | $3.61B | $3.40B | $3.31B | $3.13B | · | $3.01B | |
| Treasury Stock | $5.09B | $4.95B | $4.92B | $4.77B | $4.73B | $4.52B | $4.42B | $4.38B | $4.36B | $4.36B | · | $4.34B | $4.34B | $4.34B | · | $4.34B | |
| AOCI | $-59M | $-48M | $-48M | $-62M | $-61M | $-81M | $-94M | $-71M | $-61M | $-58M | · | $-77M | $-76M | $-79M | $-91M | $-132M | |
| Stockholders' Equity | $1.30B | $1.21B | $1.16B | $1.07B | $900M | $852M | $962M | $754M | $577M | $369M | $393M | $160M | $63M | $-126M | $-203M | $-305M | |
| Liabilities + Equity | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | · | $2.63B |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $33M | $29M | $33M | $27M | $27M | $26M | $26M | $20M | $25M | $24M | $24M | $22M | $21M | $20M | $22M | $18M | |
| Stock-based Comp | $6M | $6M | $8M | $6M | $8M | $6M | $8M | $7M | $7M | $7M | $7M | $10M | $8M | $6M | $5M | $6M | |
| Deferred Tax | $4M | $3M | $-2M | $33M | $-6M | $-1M | $-3M | $-8M | $-4M | $-9M | $-600.0K | $-6M | $-11M | $-8M | $2M | $-5M | |
| Restructuring | $0 | $0 | $7M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3M | $300.0K | $0 | $0 | $300.0K | $200.0K | |
| Operating Cash Flow | $172M | $16M | $406M | $301M | $87M | $-36M | $332M | $452M | $184M | $-23M | $306M | $313M | $196M | $-79M | $132M | $171M | |
| CapEx | $36M | $56M | $29M | $36M | $28M | $26M | $60M | $41M | $33M | $30M | $125M | $40M | $50M | $35M | $34M | $20M | |
| Investing Cash Flow | $-34M | $-57M | $-568M | $-36M | $-28M | $-24M | $-66M | $-51M | $-26M | $-31M | $-195M | $-42M | $-49M | $-34M | $-35M | $-22M | |
| Stock Repurchased | $132M | $20M | $150M | $37M | $210M | $85M | $41M | $13M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-20M | · | · | · | $-85M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $45M | $45M | $46M | $46M | $41M | $41M | $41M | $41M | $39M | $39M | $0 | $78M | $38M | $38M | $0 | $75M | |
| Financing Cash Flow | $-133M | $57M | $162M | $-259M | $-227M | $-141M | $-91M | $-209M | $-161M | $42M | $-191M | $-182M | $-135M | $101M | $-85M | $-164M | |
| Taxes Paid | $106M | $7M | $12M | $48M | $39M | $5M | $86M | $85M | $56M | $4M | $46M | $63M | $54M | $34M | $2M | $42M | |
| Free Cash Flow | · | $-39M | · | · | · | $-61M | · | · | · | $-52M | · | · | · | $-114M | · | · | |
| Levered FCF | · | $-52M | · | · | · | $-66M | · | · | · | $-62M | · | · | · | $-125M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 34.9% | 30.9% | · | 32.8% | 34.8% | 30.6% | · | 32.6% | 33.6% | 32.5% | · | 31.4% | 32.4% | 29.2% | · | 26.9% | |
| Operating Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| Net Margin | 17.4% | 10.3% | · | 17.2% | 18.5% | 11.2% | · | 16.0% | 17.0% | 11.9% | · | 9.5% | 15.4% | 9.3% | · | 11.4% | |
| Pretax Margin | 22.0% | 12.9% | · | 20.9% | 23.0% | 13.8% | · | 19.6% | 21.2% | 14.7% | · | 12.8% | 18.7% | 11.9% | · | 14.0% | |
| EBITDA Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| ROA | 6.6% | 3.0% | · | 7.2% | 8.1% | 3.7% | · | 7.7% | 7.9% | 4.3% | · | 4.7% | 7.7% | 3.8% | · | 6.0% | |
| ROE | 24.5% | 11.3% | · | 27.0% | 37.6% | 19.7% | · | 52.3% | 76.8% | 102.4% | · | -179.0% | -128.3% | -36.6% | · | -44.3% | |
| ROIC | 16.4% | 8.3% | · | 20.8% | 30.6% | 14.8% | · | 32.7% | 35.4% | 21.7% | · | 87.2% | 366.8% | -86.8% | · | -49.5% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | · | 1.7 | 1.4 | 1.4 | · | 1.4 | 1.6 | 1.4 | · | 1.4 | 1.0 | 1.1 | · | 1.7 | |
| Quick Ratio | 0.7 | 0.5 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.6 | · | 0.7 | 0.5 | 0.5 | · | 0.8 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.3 | 0.7 | · | · | · | · | · | · | |
| Interest Coverage | 24.1 | 10.8 | · | 29.5 | 42.7 | 25.1 | · | 34.1 | 25.6 | 14.1 | · | 16.7 | 18.6 | 9.8 | · | 17.7 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | |
| Inventory Turnover | 0.9 | 0.7 | · | 1.1 | 1.1 | 0.9 | · | 1.4 | 1.2 | 0.8 | · | 1.3 | 1.2 | 0.9 | · | 1.5 | |
| Receivables Turnover | 1.7 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 2.0 | 1.7 | 1.7 | · | 1.9 | 1.7 | 1.7 | · | 1.9 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.30B | $5.26B | · | $5.50B | $5.52B | $5.07B | · | $5.36B | $5.28B | $4.87B | · | $4.92B | $4.80B | $4.75B | · | $4.59B | |
| Net Income TTM | $789M | $794M | · | $902M | $888M | $739M | · | $740M | $718M | $570M | · | $588M | $634M | $501M | · | $529M | |
| P/E | 25.4 | 20.6 | · | 20.8 | 23.0 | 27.2 | · | 29.2 | 26.6 | 30.6 | · | 22.7 | 18.3 | 18.0 | · | 15.2 | |
| Earnings Yield | 3.9% | 4.9% | · | 4.8% | 4.3% | 3.7% | · | 3.4% | 3.8% | 3.3% | · | 4.4% | 5.5% | 5.6% | · | 6.6% | |
| Payout Ratio | · | 38.6% | · | · | · | 34.0% | · | · | · | 31.5% | · | · | · | 38.4% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B |
| Margen Bruto % | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% |
| Margen Operativo % | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% |
| Beneficio neto | $806M | $811M | $591M | $497M | $464M |
| EPS Diluido | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 |
| Ratio corriente | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 |
| Ratio Rápido | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $639M | $782M | $486M | $201M | $409M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 710 declarantes · $11.5B 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 |
|---|---|---|---|---|
| 93 (+11 vs trimestre anterior) | 49 (-38 vs trimestre anterior) | 217 (-15 vs trimestre anterior) | 225 (+23 vs trimestre anterior) | +3.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 685 021 841 | 3 470 122 | 14,61% | Acciones |
| Capital International Investors | $1 422 165 239 | 2 482 381 | 12,33% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 178 823 426 | 2 057 463 | 10,22% | Acciones |
| VIKING GLOBAL INVESTORS LP | $911 539 959 | 1 590 959 | 7,91% | Acciones |
| STATE STREET CORP | $852 219 484 | 1 483 993 | 7,39% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $811 028 486 | 1 415 531 | 7,03% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $433 842 848 | 760 548 | 3,76% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $391 576 948 | 683 440 | 3,40% | Acciones |
| NORGES BANK | $206 547 329 | 360 498 | 1,79% | Acciones |
| CITADEL ADVISORS LLC | $203 471 734 | 355 130 | 1,76% | Acciones |
| Beacon Pointe Advisors, LLC | $193 738 085 | 417 422 | 1,68% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $158 027 631 | 275 814 | 1,37% | Acciones |
| LONDON CO OF VIRGINIA | $155 787 063 | 271 899 | 1,35% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $102 398 197 | 178 721 | 0,89% | Acciones |
| BANK OF AMERICA CORP /DE/ | $100 824 877 | 175 975 | 0,87% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $95 049 540 | 165 895 | 0,82% | Acciones |
| True North Advisors, LLC | $92 307 975 | 161 110 | 0,80% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $82 438 498 | 143 884 | 0,71% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $82 059 159 | 143 222 | 0,71% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $75 013 479 | 130 925 | 0,65% | Acciones |
| EULAV Asset Management | $71 790 635 | 125 300 | 0,62% | Acciones |
| BARCLAYS PLC | $68 452 055 | 119 473 | 0,59% | Acciones |
| D. E. Shaw & Co., Inc. | $58 079 369 | 101 369 | 0,50% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $54 035 916 | 94 312 | 0,47% | Acciones |
| Swiss National Bank | $50 614 403 | 88 340 | 0,44% | Acciones |
| Capital International, Inc./CA/ | $46 851 267 | 81 772 | 0,41% | Acciones |
| GOLDMAN SACHS GROUP INC | $46 287 485 | 80 788 | 0,40% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $44 075 325 | 76 927 | 0,38% | Acciones |
| CIBC Bancorp USA Inc. | $39 877 320 | 69 378 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $38 918 135 | 67 926 | 0,34% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $37 668 025 | 65 744 | 0,33% | Acciones |
| Vanguard Global Advisers, LLC | $37 394 728 | 65 267 | 0,32% | Acciones |
| Bridgewater Associates, LP | $36 227 056 | 63 229 | 0,31% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $36 161 766 | 64 131 | 0,31% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $35 746 923 | 62 391 | 0,31% | Acciones |
| RHUMBLINE ADVISERS | $35 646 538 | 62 216 | 0,31% | Acciones |
| BlackRock, Inc. | $35 566 444 | 62 076 | 0,31% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $35 235 279 | 61 498 | 0,31% | Acciones |
| Sunriver Management LLC | $33 808 061 | 59 007 | 0,29% | Acciones |
| California Public Employees Retirement System | $29 648 444 | 51 747 | 0,26% | Acciones |
| MORGAN STANLEY | $28 633 140 | 49 974 | 0,25% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $28 481 345 | 49 710 | 0,25% | Acciones |
| Fisher Asset Management, LLC | $27 674 328 | 48 301 | 0,24% | Acciones |
| Boston Trust Walden Corp | $26 960 162 | 47 055 | 0,23% | Acciones |
| UBS Group AG | $26 498 938 | 46 250 | 0,23% | Acciones |
| Schonfeld Strategic Advisors LLC | $25 151 930 | 43 899 | 0,22% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $25 029 321 | 43 685 | 0,22% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $23 231 404 | 40 547 | 0,20% | Acciones |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $22 327 862 | 38 970 | 0,19% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $20 975 599 | 43 197 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $19 624 345 | 42 282 | 0,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $19 405 816 | 33 870 | 0,17% | Acciones |
| Rafferty Asset Management, LLC | $18 918 809 | 33 020 | 0,16% | Acciones |
| BRIGHTON JONES LLC | $18 441 574 | 32 187 | 0,16% | Acciones |
| Gotham Asset Management, LLC | $17 210 272 | 30 038 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $16 312 313 | 35 146 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 572 208 | 27 179 | 0,14% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $15 368 811 | 26 824 | 0,13% | Acciones |
| AVIVA PLC | $15 273 128 | 26 657 | 0,13% | Acciones |
| STIFEL FINANCIAL CORP | $14 825 314 | 25 873 | 0,13% | Acciones |
| HFR Wealth Management, LLC | $14 796 344 | 25 825 | 0,13% | Acciones |
| PineBridge Investments, L.P. | $13 994 161 | 26 436 | 0,12% | Acciones |
| Man Group plc | $13 229 416 | 23 090 | 0,11% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13 145 192 | 22 943 | 0,11% | Acciones |
| LPL Financial LLC | $12 707 051 | 22 178 | 0,11% | Acciones |
| Baird Financial Group, Inc. | $11 940 851 | 20 841 | 0,10% | Acciones |
| Quantinno Capital Management LP | $11 916 905 | 20 799 | 0,10% | Acciones |
| Horrell Capital Management, Inc. | $11 547 234 | 20 154 | 0,10% | Acciones |
| GATEWAY INVESTMENT ADVISERS LLC | $11 376 573 | 19 856 | 0,10% | Acciones |
| APG Asset Management N.V. | $11 279 593 | 22 508 | 0,10% | Acciones |
| Pictet Asset Management Holding SA | $11 183 411 | 19 519 | 0,10% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11 069 036 | 23 849 | 0,10% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 943 345 | 19 100 | 0,09% | Opción de venta |
| Mediolanum International Funds Ltd | $10 811 752 | 19 007 | 0,09% | Acciones |
| Aventail Capital Group, LP | $10 720 467 | 18 711 | 0,09% | Acciones |
| Legal & General Group Plc | $10 718 177 | 18 707 | 0,09% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 599 575 | 18 500 | 0,09% | Opción de compra |
| Connor, Clark & Lunn Investment Management Ltd. | $10 596 137 | 18 494 | 0,09% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $10 537 123 | 18 391 | 0,09% | Acciones |
| BLI - Banque de Luxembourg Investments | $10 412 268 | 18 260 | 0,09% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $10 323 413 | 18 018 | 0,09% | Acciones |
| Fideuram Asset Management (Ireland) dac | $9 925 755 | 19 013 | 0,09% | Acciones |
| Russell Investments Group, Ltd. | $9 682 282 | 16 899 | 0,08% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $9 582 016 | 16 724 | 0,08% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $9 541 909 | 16 654 | 0,08% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $9 327 626 | 16 280 | 0,08% | Acciones |
| Walleye Capital LLC | $9 060 631 | 15 814 | 0,08% | Acciones |
| Interval Partners, LP | $9 011 358 | 15 728 | 0,08% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8 863 660 | 15 497 | 0,08% | Acciones |
| Vanguard Investments Australia, Ltd. | $8 589 093 | 14 991 | 0,07% | Acciones |
| PRUDENTIAL FINANCIAL INC | $8 519 767 | 14 870 | 0,07% | Acciones |
| STONE RUN CAPITAL, LLC | $8 318 892 | 15 715 | 0,07% | Acciones |
| Cetera Investment Advisers | $8 223 209 | 14 353 | 0,07% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $8 135 890 | 14 200 | 0,07% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $7 837 383 | 13 679 | 0,07% | Acciones |
| BANK OF MONTREAL /CAN/ | $7 746 857 | 13 521 | 0,07% | Acciones |
| FIRST TRUST ADVISORS LP | $7 536 116 | 13 153 | 0,07% | Acciones |
| KLP KAPITALFORVALTNING AS | $7 497 732 | 13 060 | 0,07% | Acciones |
| Tredje AP-fonden | $7 339 490 | 12 810 | 0,06% | Acciones |
| CIBC Asset Management Inc | $7 269 017 | 12 687 | 0,06% | Acciones |
Informantes de la empresa 60 insiders · 33 directivos · 27 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Alok Maskara | Chief Executive Officer | 13 de marzo de 2026 F | 40 479 | 0 | 0 | $0 |
| Todd M Bluedorn | Chairman and CEO | 23 de marzo de 2022 D | 15 778 | 0 | 0 | $0 |
| Robert E Schjerven | Chief Executive Officer | 30 de junio de 2007 D | 756 958 | 0 | 0 | $0 |
| Michael Quenzer | EVP, Chief Financial Officer | 13 de marzo de 2026 F | 4 895 | 0 | 0 | $0 |
| Robert W. Hau | EVP, Chief Financial Officer | 8 de diciembre de 2011 A | 30 166 | 0 | 0 | $0 |
| Susan K Carter | EVP & Chief Financial Officer | 1 de junio de 2009 D | 95 048 | 0 | 0 | $0 |
| SMITH RICHARD A /TX | Chief Financial Officer | 11 de diciembre de 2003 A | 112 195 | 0 | 0 | $0 |
| Douglas L Young | EVP, President & COO RHC | 15 de marzo de 2023 F | 49 295 | 0 | 0 | $0 |
| Elliot S Zimmer | EVP, President/COO Commercial | 20 de mayo de 2022 F | 1 390 | 0 | 0 | $0 |
| David W Moon | EVP, President & COO of WWR | 12 de diciembre de 2017 F | 113 908 | 0 | 0 | $0 |
| Michael Blatz | EVP, Pres, COO Service Experts | 22 de marzo de 2013 D | 11 995 | 0 | 0 | $0 |
| Harry J Bizios | EVP, Pres/COO Commercial | 15 de marzo de 2013 F | 27 616 | 0 | 0 | $0 |
| Chris Kosel | VP-Corp Controller and CAO | 6 de mayo de 2026 S | 1 090 | 0 | 3 | $-842 830 |
| Joseph Nassab | EVP & Pres., Bldg Climate Sol. | 13 de marzo de 2026 F | 11 063 | 0 | 0 | $0 |
| Prakash Bedapudi | EVP, Chief Technology Officer | 13 de marzo de 2026 F | 21 455 | 0 | 0 | $0 |
| Daniel M Sessa | EVP, Chief HR Officer | 13 de marzo de 2026 F | 34 640 | 0 | 0 | $0 |
| Sarah Rachel Martin | EVP & Pres., Home Comfort Sol | 2 de febrero de 2026 A | 2 355 | 0 | 0 | $0 |
| Monica M. Brown | EVP, Chief Legal Officer | 2 de febrero de 2026 A | 1 803 | 0 | 0 | $0 |
| Gary S Bedard | EVP & Pres., Home Comfort Sol | 14 de marzo de 2025 F | 21 945 | 0 | 0 | $0 |
| John D Torres | Executive Vice President | 4 de febrero de 2025 M | 3 269 | 0 | 0 | $0 |
| Joseph William Reitmeier | EVP | 28 de febrero de 2024 M | 24 533 | 0 | 0 | $0 |
| Terry L Johnston | EVP, Special Projects | 10 de diciembre de 2019 S | 20 049 | 0 | 0 | $0 |
| James W Borzi | Vice President, Operations | 9 de diciembre de 2010 A | 1 948 | 0 | 0 | $0 |
| Scott J Boxer | LII EVP/President SEI | 30 de junio de 2010 D | 350 702 | 0 | 0 | $0 |
| William F Stoll JR | EVP, Chief Legal Officer & Sec | 30 de septiembre de 2008 D | 90 023 | 0 | 0 | $0 |
| Mark Roland Hogan | EVP, Engineering | 31 de julio de 2008 D | 6 758 | 0 | 0 | $0 |
| Thomas W Booth | VP Op - SEI | 19 de febrero de 2008 G | 127 622 | 0 | 0 | $0 |
| Linda Goodspeed | EVP ,IT and Bus. Dev. | 31 de diciembre de 2007 D | 136 320 | 0 | 0 | $0 |
| Harry J Ashenhurst | Chief Administrative Officer | 24 de mayo de 2007 S | 179 389 | 0 | 0 | $0 |
| David L Inman | Chief Accounting Officer | 8 de febrero de 2007 A | 33 801 | 0 | 0 | $0 |
| Robert J Mcdonough | Executive Vice President | 13 de marzo de 2006 F | 214 903 | 0 | 0 | $0 |
| Michael E Schwartz | Executive Vice President | 2 de agosto de 2005 M | 267 775 | 0 | 0 | $0 |
| Carl E Edwards JR | Chief Legal Officer/Secretary | 4 de diciembre de 2003 M | 266 674 | 0 | 0 | $0 |
| Sivasankaran Somasundaram | Consejero | 26 de mayo de 2026 D | 767 | 0 | 0 | $0 |
| Shane D Wall | Consejero | 21 de mayo de 2026 A | 2 548 | 0 | 1 | $-54 001 |
| Ark Jon Vander | Consejero | 21 de mayo de 2026 A | 617 | 0 | 0 | $0 |
| Tracy A Embree | Consejero | 21 de mayo de 2026 A | 343 | 0 | 0 | $0 |
| Sherry Buck | Consejero | 21 de mayo de 2026 A | 2 306 | 0 | 0 | $0 |
| Karen H Quintos | Consejero | 21 de mayo de 2026 A | 7 253 | 0 | 38 | $-880 063 |
| Todd J Teske | Consejero | 21 de mayo de 2026 A | 7 224 | 0 | 2 | $-668 525 |
| Gregory T Swienton | Consejero | 16 de mayo de 2024 A | 13 956 | 0 | 0 | $0 |
| Janet Katherine Cooper | Consejero | 16 de mayo de 2024 A | 8 672 | 0 | 0 | $0 |
| Kim K.W. Rucker | Consejero | 9 de diciembre de 2022 A | 5 242 | 0 | 0 | $0 |
| Max H Mitchell | Consejero | 10 de diciembre de 2021 A | 1 907 | 0 | 0 | $0 |
| John E Major | Consejero | 15 de enero de 2021 A | 13 576 | 0 | 0 | $0 |
| Paul W Schmidt | Consejero | 15 de abril de 2020 A | 1 498 | 0 | 0 | $0 |
| Terry Dean Stinson | Consejero | 17 de abril de 2017 A | 44 110 | 0 | 0 | $0 |
| Richard L Thompson | Consejero | 1 de octubre de 2015 J | 216 159 | 0 | 0 | $0 |
| Jeffrey D Storey | Consejero | 15 de julio de 2011 A | 195 108 | 0 | 0 | $0 |
| James J Byrne | Consejero | 15 de abril de 2011 A | 57 284 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| NORRIS JOHN W III ×2 presentaciones | 23 de junio de 2025 | 9,80% | Enmienda | Inversión pasiva | SEC |
| John W. Norris, Jr. | 6 de abril de 2015 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 20 de marzo de 2001 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 162 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 |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,44% | 2 829 NS | 30 de abril de 2026 | N-PORT |
| ITB · iShares Trust | 2,89% | 154 555 SH | 8 de agosto de 2026 | Diario |
| NAIL · Direxion Shares ETF Trust | 2,75% | 28 994 NS | 30 de abril de 2026 | N-PORT |
| UPGR · DBX ETF Trust | 1,93% | 252 NS | 29 de mayo de 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 1,66% | 4 598 SH | 8 de agosto de 2026 | Diario |
| CCSO · Tidal Trust II | 1,57% | 1 368 NS | 30 de abril de 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 0,97% | 23 929 SH | 8 de agosto de 2026 | Diario |
| HOMZ · ETF Series Solutions | 0,86% | 585 NS | 31 de mayo de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,76% | 6 106 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,49% | 414 842 SH | 8 de agosto de 2026 | Diario |
| TRFK · Pacer Funds Trust | 0,41% | 4 702 NS | 30 de abril de 2026 | N-PORT |
| MADE · iShares Trust | 0,40% | 593 SH | 8 de agosto de 2026 | Diario |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,39% | 4 894 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,35% | 2 351 NS | 31 de mayo de 2026 | N-PORT |
| FLAG · Global X Funds | 0,32% | 10 NS | 30 de abril de 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0,32% | 80 NS | 30 de abril de 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,26% | 11 313 NS | 30 de abril de 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,26% | 630 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,24% | 9 363 NS | 30 de abril de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,24% | 38 051 SH | 8 de agosto de 2026 | Diario |
| TEXN · iShares Trust | 0,24% | 91 SH | 8 de agosto de 2026 | Diario |
| DUSL · Direxion Shares ETF Trust | 0,22% | 223 NS | 30 de abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,21% | 718 402 SH | 8 de agosto de 2026 | Diario |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,19% | 4 734 NS | 30 de abril de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,19% | 5 293 NS | 30 de abril de 2026 | N-PORT |
| UXI · ProShares Trust | 0,19% | 106 NS | 31 de mayo de 2026 | N-PORT |
| IMCG · iShares Trust | 0,19% | 17 330 SH | 8 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 6 430 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,18% | 1 461 NS | 31 de mayo de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,18% | 163 NS | 30 de abril de 2026 | N-PORT |
| SIZE · iShares Trust | 0,17% | 1 688 SH | 8 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,16% | 367 717 SH | 8 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,16% | 7 053 SH | 8 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,16% | 7 164 SH | 8 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,16% | 807 NS | 31 de mayo de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,15% | 1 210 SH | 8 de agosto de 2026 | Diario |
| QUAL · iShares Trust | 0,15% | 163 538 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 24 247 NS | 31 de mayo de 2026 | N-PORT |
| EXI · iShares Trust | 0,13% | 4 485 SH | 8 de agosto de 2026 | Diario |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 4 144 000 | 8 de agosto de 2026 | Diario |
| PALC · Pacer Funds Trust | 0,12% | 513 NS | 30 de abril de 2026 | N-PORT |
| IWP · iShares Trust | 0,12% | 53 896 SH | 8 de agosto de 2026 | Diario |
| EVUS · iShares Trust | 0,11% | 984 SH | 8 de agosto de 2026 | Diario |
| DUHP · Dimensional ETF Trust | 0,11% | 23 281 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 128 369 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,10% | 249 NS | 30 de abril de 2026 | N-PORT |
| IMCB · iShares Trust | 0,10% | 3 682 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,09% | 33 445 SH | 8 de agosto de 2026 | Diario |
| GSLC · Goldman Sachs ETF Trust | 0,09% | 26 758 NS | 31 de mayo de 2026 | N-PORT |
| SUSA · iShares Trust | 0,09% | 8 157 SH | 8 de agosto de 2026 | Diario |