LMB Limbach Holdings, Inc. - Common Stock
$44,52
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$44–$129
1% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$78
+76% upside
P/E (TTM)
13.8
ROE
21.3%
Margen de Beneficio Neto
6.0%
LMB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$44.52
Capitalización Bursátil
$518M
P/E (TTM)
13.8
BPA (TTM)
$3.23
Ingresos (TTM)
$647M
Rendimiento div.
—
ROE
21.3%
Deuda/Capital
0.0
Rango 52S
$44 – $129
LMB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$647M
2017-12-31
→
2025-12-31
BPA
$3.23
2017-12-31
→
2025-12-31
Flujo de caja libre
$42M
2017-12-31
→
2025-12-31
Márgenes
6.0%
2017-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
LMB
Mediana de Pares
P/E (TTM)
13.8
43.8
P/S (TTM) (P/V (TTM))
0.8
0.9
P/B (P/C)
2.6
2.2
EV / EBITDA
7.6
—
Price / FCF (Precio / FCF)
12.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
LMB
Mediana de Pares
Gross Margin (Margen Bruto)
26.2%
18.2%
Operating Margin (Margen Operativo)
7.6%
—
Net Profit Margin (Margen de Beneficio Neto)
6.0%
1.9%
ROA
10.7%
0.80%
ROE
21.3%
3.0%
ROIC
19.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
LMB
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
0.0
Current Ratio (Ratio corriente)
1.4
1.5
Quick Ratio (Ratio Rápido)
1.1
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
LMB
Mediana de Pares
Revenue YoY (Ingresos interanuales)
24.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
2.6%
—
EPS YoY (EPS interanual)
25.7%
—
Net Income YoY (Beneficio Neto interanual)
26.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
LMB
Mediana de Pares
LMB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-16
Mediana
$85.00
Media
$78.20
← Por Debajo de Todos los Objetivos
$44.52
Mín
$60.00
Máx
$90.00
Objetivo mediano
$85.00
+90,9%
Objetivo medio
$78.20
+75,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.07%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.39 | $0.73 | -0.34% |
| 31 de marzo de 2026 | $0.36 | $0.03 | 0.33% |
| 31 de diciembre de 2025 | $1.02 | $1.05 | -0.03% |
| 30 de septiembre de 2025 | $0.73 | $0.86 | -0.13% |
| 30 de junio de 2025 | $0.64 | $0.63 | 0.01% |
| 31 de marzo de 2025 | $0.85 | $0.28 | 0.57% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LMB | $905M | 24.1 | 24.7% | 6.0% | 21.3% | 26.2% |
| NWPX | $599M | 17.6 | 6.8% | 6.7% | 9.2% | 19.7% |
| BWMN | $568M | 45.2 | 14.9% | 2.6% | 5.0% | — |
| ITG | — | — | — | — | — | — |
| IMSR | — | — | — | — | — | — |
| BBCP | $328M | 71.0 | -7.8% | 1.6% | 2.4% | 38.5% |
| AIAI | — | — | — | — | — | — |
| ORN | $397M | 165.7 | 7.0% | 0.29% | 1.6% | 12.4% |
| MTRX | $373M | -12.7 | 5.6% | -3.8% | -20.0% | 5.2% |
| BBCP | $328M | 71.0 | -7.8% | 1.6% | 2.4% | 38.5% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $647M | $519M | $516M | $497M | $490M | $568M | $553M | $547M | $486M | · | $0 | |
| Cost of Revenue | $477M | $374M | $397M | $403M | $404M | $487M | $481M | $487M | $420M | · | · | |
| Gross Profit | $169M | $144M | $119M | $94M | $86M | $81M | $72M | $59M | $66M | · | · | |
| SG&A Expense | $110M | $97M | $87M | $78M | $71M | $64M | $63M | $57M | $56M | · | $391.0K | |
| Operating Expenses | $120M | $106M | $90M | $82M | $72M | $64M | $64M | $58M | $60M | · | $0 | |
| Operating Income | $49M | $39M | $29M | $12M | $14M | $17M | $8M | $1M | $6M | · | $-391.0K | |
| Interest Expense | · | · | $2M | $2M | · | · | · | · | · | · | · | |
| Interest Income | $815.0K | $2M | $1M | $0 | · | · | · | · | · | · | · | |
| Other Non-op | $-825.0K | $1M | $-1M | $-2M | $-5M | · | $-10M | $-4M | $-2M | · | · | |
| Pretax Income | $49M | $40M | $28M | $10M | $9M | $7M | $-2M | $-2M | $4M | · | · | |
| Income Tax | $10M | $9M | $7M | $3M | $3M | $1M | $-282.0K | $-635.0K | $3M | · | · | |
| Net Income | $39M | $31M | $21M | $7M | $7M | $6M | $-2M | $-2M | $712.0K | · | $-339.6K | |
| EPS (Basic) | $3.37 | $2.75 | $1.93 | $0.65 | $0.67 | $0.74 | $-0.23 | $-0.52 | $-0.13 | · | · | |
| EPS (Diluted) | $3.23 | $2.57 | $1.76 | $0.64 | $0.66 | $0.72 | $-0.23 | $-0.52 | $-0.13 | · | · | |
| Shares (Basic) | 11,575,083 | 11,243,714 | 10,773,467 | 10,425,119 | 10,013,117 | 7,865,089 | 7,662,362 | 7,563,000 | 7,471,371 | · | · | |
| Shares (Diluted) | 12,079,583 | 12,027,398 | 11,812,098 | 10,676,534 | 10,231,637 | 8,065,464 | 7,662,362 | 7,563,000 | 7,471,371 | · | · | |
| EBITDA | $68M | $51M | $38M | $20M | $20M | $23M | · | $7M | $15M | · | $-391.0K |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $11M | $45M | $60M | $36M | $14M | $42M | $8M | $2M | $626.0K | $7M | $119.8K | |
| Receivables | $133M | $120M | $98M | $124M | $89M | $86M | $105M | $136M | $129M | $114M | · | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | $19.5K | |
| Other Current Assets | $5M | $8M | $8M | $4M | $5M | $4M | $5M | $35M | $3M | $2M | · | |
| Current Assets | $195M | $220M | $217M | $226M | $193M | $199M | $195M | $205M | $166M | $155M | $139.3K | |
| PP&E (Net) | · | · | · | · | · | · | · | $21M | $18M | $19M | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $32M | $26M | $21M | · | |
| Accum. Depreciation | $31M | $33M | $29M | $24M | $19M | $16M | $12M | $6M | $8M | $3M | · | |
| Goodwill | $71M | $33M | $16M | $11M | $11M | $6M | $6M | $10M | $10M | $10M | · | |
| Intangibles | $49M | $41M | $25M | $15M | $17M | $12M | $12M | $13M | $14M | $18M | · | |
| Other Non-current Assets | $276.0K | $337.0K | $330.0K | $515.0K | $259.0K | $392.0K | $668.0K | $271.0K | $465.0K | $588.0K | · | |
| Total Assets | $381M | $352M | $304M | $295M | $268M | $262M | $262M | $254M | $213M | $207M | $46M | |
| Accounts Payable | $74M | $61M | $65M | $75M | $64M | $67M | $86M | $74M | $67M | $57M | $130.3K | |
| Accrued Liabilities | $29M | $37M | $31M | $25M | $24M | $25M | $20M | $56M | · | · | · | |
| Current Liabilities | $135M | $151M | $145M | $159M | $130M | $150M | $157M | $182M | $135M | $127M | · | |
| Capital Leases | $16M | $18M | $16M | $16M | $17M | $15M | $18M | $0 | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | $4M | $3M | $5M | · | |
| Other Non-current Liabilities | $4M | $6M | $3M | $3M | $4M | $6M | $763.0K | $2M | $861.0K | $817.0K | · | |
| Total Liabilities | $185M | $199M | $184M | $199M | $180M | $208M | $215M | $207M | $157M | $149M | $255.3K | |
| Long-term Debt | · | · | · | · | $40M | $43M | $41M | $27M | $27M | $26M | · | |
| Total Debt | $5M | $3M | $3M | $10M | $40M | $43M | · | $27M | $27M | $26M | · | |
| Common Stock | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $185 | |
| Paid-in Capital | $97M | $94M | $93M | $88M | $85M | $58M | $57M | $55M | $55M | $55M | $6M | |
| Retained Earnings | $100M | $61M | $30M | $10M | $3M | $-4M | $-10M | $-8M | $-7M | $-8M | $-529.4K | |
| Treasury Stock | $2M | $2M | $2M | $2M | $0 | · | · | · | · | · | · | |
| Stockholders' Equity | $196M | $153M | $121M | $95M | $88M | $54M | $47M | $46M | $48M | $47M | $5M | |
| Liabilities + Equity | $381M | $352M | $304M | $295M | $268M | $262M | $262M | $254M | $213M | $207M | $46M | |
| Shares Outstanding | 11,626,814 | 11,273,101 | 11,003,424 | 10,291,758 | 10,304,242 | 7,926,137 | 7,688,958 | 7,592,911 | 7,504,133 | 7,454,491 | 1,853,611 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $18M | $12M | $8M | $8M | $6M | $6M | $6M | $6M | $9M | · | $3M | |
| Stock-based Comp | $7M | $6M | $5M | $3M | $3M | $1M | $2M | $2M | $2M | · | · | |
| Deferred Tax | $3M | $-352.0K | $-350.0K | $-499.0K | $2M | $-1M | $-609.0K | $-745.0K | $603.0K | · | · | |
| Amort. of Intangibles | $8M | $5M | $2M | $2M | $484.0K | $630.0K | $642.0K | $1M | $4M | · | · | |
| Other Non-cash | $-21M | $-11M | $24M | $18M | $-41M | $28M | · | $20M | $-16M | · | · | |
| Operating Cash Flow | $46M | $37M | $57M | $35M | $-24M | $40M | $-926.0K | $25M | $-4M | · | $-226.2K | |
| CapEx | $4M | $8M | $2M | $993.0K | $791.0K | $1M | $3M | $4M | $3M | · | · | |
| Investing Cash Flow | $-68M | $-43M | $-17M | $-495.0K | $-19M | $-1M | $-2M | $-4M | $-3M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | $10M | $0 | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $8M | · | · | · | |
| Stock Issued | · | · | · | $0 | $23M | $0 | · | · | $0 | $17M | $0 | |
| Stock Repurchased | · | $0 | $0 | $2M | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $0 | $0 | $-2M | $23M | · | · | · | $0 | $17M | $0 | |
| Financing Cash Flow | $-12M | $-9M | $-16M | $-13M | $16M | $-5M | $10M | $-21M | $519.0K | · | · | |
| Net Change in Cash | $-34M | $-15M | $24M | $22M | $-28M | $34M | $7M | $993.0K | $-7M | · | $-277.6K | |
| Taxes Paid | $7M | $9M | $9M | $2M | $2M | $734.0K | · | · | · | · | · | |
| Free Cash Flow | $42M | $29M | $55M | $34M | $-25M | $38M | · | $21M | $-7M | · | · | |
| Levered FCF | · | · | $54M | · | · | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.2% | 27.8% | 23.1% | 18.9% | 17.5% | 14.3% | · | 10.9% | 13.5% | · | · | |
| Operating Margin | 7.6% | 7.4% | 5.7% | 2.4% | 2.9% | 3.0% | · | 0.20% | 1.2% | · | · | |
| Net Margin | 6.0% | 5.9% | 4.0% | 1.4% | 1.4% | 1.0% | · | -0.34% | 0.15% | · | · | |
| Pretax Margin | 7.5% | 7.7% | 5.4% | 1.9% | 1.9% | 1.2% | · | -0.45% | 0.80% | · | · | |
| EBITDA Margin | 10.4% | 9.7% | 7.3% | 4.1% | 4.1% | 4.1% | · | 1.2% | 3.1% | · | · | |
| ROA | 10.7% | 9.4% | 6.9% | 2.4% | 2.5% | 2.2% | · | -0.79% | 0.34% | · | -0.73% | |
| ROE | 21.3% | 20.9% | 18.3% | 7.2% | 7.9% | 10.9% | · | -4.2% | 1.5% | · | -6.6% | |
| ROIC | 19.8% | 19.0% | 17.5% | 8.1% | 7.8% | 14.7% | · | 1.1% | 1.5% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.5 | 1.5 | 1.4 | 1.5 | 1.3 | · | 1.1 | 1.2 | 1.2 | · | |
| Quick Ratio | 1.1 | 1.1 | 1.1 | 1.0 | 0.8 | 0.9 | · | 0.8 | 1.0 | 1.0 | · | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.1 | 0.5 | 0.8 | · | 0.6 | 0.6 | 0.5 | · | |
| LT Debt / Equity | · | · | · | · | 0.3 | 0.7 | · | 0.5 | 0.4 | 0.5 | · | |
| Interest Coverage | · | · | 14.3 | · | · | · | · | · | · | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.8 | 1.6 | 1.7 | 1.8 | 1.9 | 2.2 | · | 2.3 | 2.3 | · | 0.0 | |
| Receivables Turnover | 5.1 | 4.8 | 4.6 | 4.6 | 5.6 | 6.0 | · | 4.1 | 4.0 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.7% | 0.47% | 3.9% | 1.3% | -13.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.2% | 1.9% | -3.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 25.7% | 46.0% | 175.0% | -3.0% | -8.3% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 71.5% | 57.3% | 34.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 35.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 26.5% | 48.8% | 205.3% | 1.3% | 15.6% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 79.1% | 66.3% | 52.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 46.4% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $647M | $519M | $516M | $497M | $490M | $568M | $553M | $547M | $486M | $92M | $0 | |
| Net Income TTM | $39M | $31M | $21M | $7M | $7M | $6M | $-2M | $-2M | $712.0K | $676.7K | $-339.6K | |
| Market Cap | $905M | $964M | $500M | $107M | $93M | $98M | · | $28M | $104M | $105M | $18M | |
| Enterprise Value | $899M | $923M | $443M | $81M | $118M | $99M | · | $53M | $130M | $124M | · | |
| P/E | 24.1 | 33.3 | 25.8 | 16.3 | 13.6 | 17.1 | -16.4 | -7.1 | -106.4 | · | · | |
| P/S | 1.4 | 1.9 | 1.0 | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.2 | 1.1 | · | |
| P/B | 4.6 | 6.3 | 4.1 | 1.1 | 1.1 | 1.8 | · | 0.6 | 2.2 | 2.2 | 3.7 | |
| P / Tangible Book | 11.9 | 12.2 | 6.3 | 1.6 | 1.6 | 2.7 | · | · | · | · | · | |
| P / Cash Flow | 19.8 | 26.2 | 8.7 | 3.0 | -3.8 | 2.5 | · | 1.1 | -25.5 | · | -80.7 | |
| P / FCF | 21.6 | 33.0 | 9.1 | 3.1 | -3.7 | 2.5 | · | 1.3 | -14.1 | · | · | |
| EV / EBITDA | 13.3 | 18.3 | 11.8 | 4.0 | 5.9 | 4.2 | · | 7.9 | 8.6 | · | · | |
| EV / FCF | 21.5 | 31.5 | 8.0 | 2.3 | -4.7 | 2.6 | · | 2.5 | -17.7 | · | · | |
| EV / Revenue | 1.4 | 1.8 | 0.9 | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.3 | 1.3 | · | |
| Earnings Yield | 4.2% | 3.0% | 3.9% | 6.2% | 7.3% | 5.8% | -6.1% | -14.1% | -0.94% | · | · |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $173M | $139M | $187M | $185M | $142M | $133M | $144M | $122M | $119M | $143M | $128M | $125M | $121M | $143M | $122M | |
| Cost of Revenue | $136M | $108M | $139M | $140M | $102M | $96M | $100M | $89M | $88M | $109M | $97M | $96M | $95M | $114M | $98M | |
| Gross Profit | $37M | $31M | $48M | $45M | $40M | $37M | $44M | $34M | $31M | $33M | $31M | $29M | $26M | $29M | $25M | |
| SG&A Expense | $28M | $28M | $28M | $28M | $27M | $27M | $27M | $23M | $23M | $25M | $21M | $20M | $21M | $22M | $19M | |
| Operating Expenses | $30M | $30M | $31M | $31M | $29M | $29M | $31M | $25M | $25M | $26M | $21M | $21M | $22M | $23M | $19M | |
| Operating Income | $7M | $1M | $18M | $13M | $11M | $8M | $13M | $8M | $7M | $7M | $10M | $8M | $5M | $6M | $5M | |
| Other Non-op | $-669.0K | $-410.0K | $-237.0K | $-790.0K | $122.0K | $80.0K | $457.0K | $168.0K | $727.0K | $-63.0K | $124.0K | $-207.0K | $-1M | $-601.0K | $-99.0K | |
| Pretax Income | $7M | $723.0K | $17M | $13M | $11M | $8M | $13M | $8M | $7M | $7M | $10M | $7M | $4M | $5M | $5M | |
| Income Tax | $2M | $-4M | $5M | $4M | $3M | $-2M | $4M | $2M | $-327.0K | $2M | $3M | $2M | $622.0K | $2M | $2M | |
| Net Income | $5M | $4M | $12M | $9M | $8M | $10M | $10M | $6M | $8M | $5M | $7M | $5M | $3M | $4M | $4M | |
| EPS (Basic) | $0.40 | $0.37 | $1.05 | $0.76 | $0.67 | $0.89 | $0.88 | $0.53 | $0.68 | $0.48 | $0.66 | $0.50 | $0.29 | $0.37 | $0.35 | |
| EPS (Diluted) | $0.39 | $0.36 | $1.01 | $0.73 | $0.64 | $0.85 | $0.81 | $0.50 | $0.64 | $0.42 | $0.61 | $0.46 | $0.27 | $0.37 | $0.34 | |
| Shares (Basic) | 11,921,067 | 11,759,399 | -23,095,589 | 11,626,578 | 11,624,639 | 11,419,455 | -22,457,398 | 11,268,465 | 11,159,849 | -21,308,942 | 10,962,622 | 10,644,423 | 10,475,364 | -20,863,626 | 10,444,987 | |
| Shares (Diluted) | 12,040,218 | 12,067,589 | -24,193,796 | 12,107,480 | 12,114,221 | 12,051,678 | -23,861,287 | 11,966,917 | 11,894,747 | -22,524,413 | 11,789,137 | 11,507,311 | 11,040,063 | -21,001,894 | 10,690,434 | |
| EBITDA | $7M | $6M | · | $13M | $11M | $12M | · | $8M | $9M | · | $10M | $8M | $7M | · | $7M |
Balance general 23
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $16M | $11M | $10M | $39M | $38M | $45M | $60M | $48M | · | $57M | $46M | $41M | · | $28M | |
| Receivables | $149M | $121M | $133M | $142M | $113M | $111M | $120M | $97M | $96M | · | $104M | $87M | $100M | · | $111M | |
| Other Current Assets | $12M | $9M | $5M | $12M | $9M | $10M | $8M | $8M | $8M | · | $5M | $6M | $7M | · | $4M | |
| Current Assets | $223M | $192M | $195M | $217M | $209M | $204M | $220M | $213M | $199M | · | $214M | $199M | $212M | · | $209M | |
| Accum. Depreciation | · | · | $31M | · | · | · | $33M | · | · | · | · | · | · | · | · | |
| Goodwill | $73M | $71M | $71M | $70M | $33M | $33M | $33M | $16M | $16M | $16M | $14M | $11M | $11M | $11M | $11M | |
| Intangibles | $46M | $47M | $49M | $51M | $38M | $39M | $41M | $23M | $24M | · | $17M | $15M | $15M | · | $16M | |
| Other Non-current Assets | $314.0K | $302.0K | $276.0K | $305.0K | $295.0K | $233.0K | $337.0K | $454.0K | $472.0K | · | $613.0K | $502.0K | $346.0K | · | $516.0K | |
| Total Assets | $404M | $377M | $381M | $409M | $343M | $336M | $352M | $304M | $289M | · | $285M | $267M | $281M | · | $281M | |
| Accounts Payable | $80M | $62M | $74M | $66M | $55M | $55M | $61M | $53M | $52M | · | $57M | $53M | $60M | · | $64M | |
| Accrued Liabilities | · | · | $29M | · | · | · | $37M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $150M | $112M | $135M | $151M | $123M | $132M | $151M | $131M | $124M | · | $137M | $127M | $142M | · | $146M | |
| Capital Leases | $14M | $15M | $16M | $17M | $17M | $17M | $18M | $17M | $17M | · | $13M | $15M | $15M | · | $17M | |
| Other Non-current Liabilities | $481.0K | $1M | $4M | $3M | $3M | $3M | $6M | $4M | $3M | · | $2M | $502.0K | $3M | · | $2M | |
| Total Liabilities | $201M | $181M | $185M | $228M | $172M | $175M | $199M | $171M | $164M | · | $171M | $162M | $181M | · | $188M | |
| Total Debt | $5M | $5M | · | $5M | $4M | $3M | · | $3M | $3M | · | $2M | $2M | $10M | · | $10M | |
| Common Stock | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | · | $1.0K | $1.0K | $1.0K | · | $1.0K | |
| Paid-in Capital | $96M | $94M | $97M | $96M | $93M | $92M | $94M | $91M | $90M | · | $91M | $90M | $89M | · | $87M | |
| Retained Earnings | $109M | $105M | $100M | $88M | $79M | $71M | $61M | $44M | $38M | · | $25M | $18M | $13M | · | $6M | |
| Treasury Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | · | |
| Stockholders' Equity | $203M | $196M | $196M | $182M | $171M | $161M | $153M | $133M | $126M | $121M | $114M | $106M | $99M | $95M | $93M | |
| Liabilities + Equity | $404M | $377M | $381M | $409M | $343M | $336M | $352M | $304M | $289M | · | $285M | $267M | $281M | · | $281M | |
| Shares Outstanding | 11,921,067 | 11,921,067 | 11,626,814 | 11,626,814 | 11,624,639 | 11,624,639 | 11,273,101 | 11,270,000 | 11,268,086 | · | 11,003,424 | 10,766,664 | 10,553,303 | · | 10,447,660 |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $5M | $4M | $4M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $1M | $2M | $1M | $1M | $1M | $743.0K | $800.0K | |
| Deferred Tax | $2M | $-4M | $1M | $1M | $2M | $-2M | $87.0K | $220.0K | $-327.0K | $-349.0K | $169.0K | $-107.0K | $-63.0K | $578.0K | $-1M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $826.0K | $288.0K | $383.0K | $383.0K | $383.0K | $386.0K | |
| Other Non-cash | · | $-15M | · | · | · | $-12M | · | · | $-15M | · | · | · | $3M | · | · | |
| Operating Cash Flow | $19M | $-8M | $28M | $13M | $2M | $2M | $19M | $17M | $-4M | $14M | $17M | $17M | $9M | $12M | $10M | |
| CapEx | $639.0K | $407.0K | $251.0K | $481.0K | $845.0K | $2M | $1M | $3M | $3M | $546.0K | $221.0K | $576.0K | $923.0K | $268.0K | $252.0K | |
| Investing Cash Flow | $-558.0K | $-107.0K | $319.0K | $-66M | $-227.0K | $-2M | $-25M | $-3M | $-2M | $-11M | $-5M | $-402.0K | $-822.0K | $-212.0K | $1.0K | |
| Financing Cash Flow | $-16M | $12M | $-27M | $23M | $-924.0K | $-7M | $-678.0K | $-2M | $-6M | $-687.0K | $-615.0K | $-12M | $-3M | $-5M | $-2M | |
| Net Change in Cash | $2M | $4M | $2M | $-29M | $850.0K | $-7M | $-6M | $11M | $-12M | $2M | $12M | $5M | $5M | $8M | $9M | |
| Taxes Paid | $3M | $0 | $3M | $640.0K | $4M | $0 | $4M | $3M | $0 | $2M | $3M | $4M | $44.0K | $1M | $72.0K | |
| Free Cash Flow | · | $-8M | · | · | · | $11.0K | · | · | $-6M | · | · | · | $8M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.5% | 22.4% | · | 24.2% | 28.0% | 27.6% | · | 27.4% | 26.1% | · | 24.4% | 22.8% | 21.7% | · | 20.3% | |
| Operating Margin | 4.2% | 0.82% | · | 7.2% | 7.5% | 5.9% | · | 6.7% | 5.5% | · | 7.7% | 6.0% | 3.9% | · | 4.4% | |
| Net Margin | 2.7% | 3.1% | · | 4.8% | 5.5% | 7.7% | · | 4.9% | 6.4% | · | 5.6% | 4.3% | 2.5% | · | 3.0% | |
| Pretax Margin | 3.8% | 0.52% | · | 6.8% | 7.6% | 6.0% | · | 6.8% | 6.1% | · | 7.8% | 5.9% | 3.0% | · | 4.3% | |
| EBITDA Margin | 4.2% | 4.0% | · | 7.2% | 7.5% | 9.0% | · | 6.7% | 7.8% | · | 7.7% | 6.0% | 5.4% | · | 6.1% | |
| ROA | 1.3% | 1.2% | · | 2.5% | 2.4% | 3.3% | · | 2.1% | 2.7% | · | 2.5% | 2.0% | 1.1% | · | 1.3% | |
| ROE | 2.5% | 2.5% | · | 5.9% | 5.1% | 7.1% | · | 5.0% | 6.8% | · | 7.0% | 5.8% | 3.2% | · | 4.1% | |
| ROIC | 2.5% | 3.4% | · | 5.0% | 4.4% | 6.2% | · | 4.3% | 5.3% | · | 6.1% | 5.1% | 3.5% | · | 3.6% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.7 | · | 1.4 | 1.7 | 1.6 | · | 1.6 | 1.6 | · | 1.6 | 1.6 | 1.5 | · | 1.4 | |
| Quick Ratio | 1.1 | 1.2 | · | 1.0 | 1.2 | 1.1 | · | 1.2 | 1.2 | · | 1.2 | 1.0 | 1.0 | · | 1.0 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.1 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | |
| Receivables Turnover | 1.3 | 1.2 | · | 1.5 | 1.4 | 1.3 | · | 1.3 | 1.2 | · | 1.2 | 1.4 | 1.2 | · | 1.2 |
Valoración (TTM) 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $639M | $599M | · | $594M | $532M | $508M | · | $494M | $493M | · | $496M | $484M | $474M | · | $482M | |
| Net Income TTM | $26M | $31M | · | $34M | $31M | $31M | · | $26M | $23M | · | $19M | $13M | $6M | · | $7M | |
| Market Cap | $918M | $930M | · | $1.13B | $1.63B | $866M | · | $642M | $467M | · | $349M | $266M | $183M | · | $79M | |
| Enterprise Value | $905M | $920M | · | $1.12B | $1.59B | $831M | · | $585M | $421M | · | $294M | $223M | $151M | · | $61M | |
| P/E | 36.3 | 30.3 | · | 34.2 | 53.7 | 28.5 | · | 25.8 | 20.9 | · | 18.9 | 21.5 | 32.0 | · | 11.7 | |
| P/S | 1.4 | 1.6 | · | 1.9 | 3.1 | 1.7 | · | 1.3 | 0.9 | · | 0.7 | 0.5 | 0.4 | · | 0.2 | |
| P/B | 4.5 | 4.7 | · | 6.2 | 9.6 | 5.4 | · | 4.8 | 3.7 | · | 3.1 | 2.5 | 1.8 | · | 0.9 | |
| P / Tangible Book | 10.8 | 11.9 | · | 18.7 | 16.3 | 9.8 | · | 6.9 | 5.5 | · | 4.2 | 3.3 | 2.5 | · | 1.2 | |
| P / Cash Flow | · | -119.1 | · | · | · | 386.3 | · | · | -118.3 | · | · | · | 19.5 | · | · | |
| P / FCF | · | -113.2 | · | · | · | 78698.8 | · | · | -72.0 | · | · | · | 21.6 | · | · | |
| EV / EBITDA | 124.8 | 165.7 | · | 84.3 | 149.8 | 69.3 | · | 71.4 | 45.5 | · | 29.9 | 29.5 | 22.9 | · | 8.2 | |
| EV / FCF | · | -111.9 | · | · | · | 75546.9 | · | · | -64.9 | · | · | · | 17.9 | · | · | |
| EV / Revenue | 1.4 | 1.5 | · | 1.9 | 3.0 | 1.6 | · | 1.2 | 0.9 | · | 0.6 | 0.5 | 0.3 | · | 0.1 | |
| Earnings Yield | 2.8% | 3.3% | · | 2.9% | 1.9% | 3.5% | · | 3.9% | 4.8% | · | 5.3% | 4.7% | 3.1% | · | 8.6% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $647M | $519M | $516M | $497M | $490M |
| Margen Bruto % | 26.2% | 27.8% | 23.1% | 18.9% | 17.5% |
| Margen Operativo % | 7.6% | 7.4% | 5.7% | 2.4% | 2.9% |
| Beneficio neto | $39M | $31M | $21M | $7M | $7M |
| EPS Diluido | $3.23 | $2.57 | $1.76 | $0.64 | $0.66 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | 0.1 | 0.5 |
| Ratio corriente | 1.4 | 1.5 | 1.5 | 1.4 | 1.5 |
| Ratio Rápido | 1.1 | 1.1 | 1.1 | 1.0 | 0.8 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $42M | $29M | $55M | $34M | $-25M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 202 declarantes · $584.1M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 40 (-1 vs trimestre anterior) | 40 (+12 vs trimestre anterior) | 59 (-7 vs trimestre anterior) | 57 (+7 vs trimestre anterior) | -278K |
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 |
|---|---|---|---|---|
| WASATCH ADVISORS LP | $75 680 324 | 969 639 | 12,96% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $37 061 717 | 481 321 | 6,35% | Acciones |
| ROYCE & ASSOCIATES LP | $34 212 409 | 444 317 | 5,86% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $24 944 381 | 323 953 | 4,27% | Acciones |
| FMR LLC | $23 634 149 | 306 937 | 4,05% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $22 151 745 | 287 685 | 3,79% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $19 696 356 | 255 739 | 3,37% | Acciones |
| STATE STREET CORP | $19 528 586 | 253 618 | 3,34% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $19 315 758 | 250 854 | 3,31% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $19 314 372 | 250 836 | 3,31% | Acciones |
| CastleKnight Management LP | $15 400 000 | 200 000 | 2,64% | Opción de compra |
| Rockefeller Capital Management L.P. | $14 812 798 | 192 374 | 2,54% | Acciones |
| Point72 Asset Management, L.P. | $11 635 316 | 151 108 | 1,99% | Acciones |
| Boston Partners | $11 014 175 | 143 842 | 1,89% | Acciones |
| Polar Asset Management Partners Inc. | $10 156 377 | 131 901 | 1,74% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $9 949 254 | 129 211 | 1,70% | Acciones |
| GOLDMAN SACHS GROUP INC | $9 319 618 | 121 034 | 1,60% | Acciones |
| CastleKnight Management LP | $9 278 500 | 120 500 | 1,59% | Acciones |
| Granite Investment Partners, LLC | $8 517 740 | 110 620 | 1,46% | Acciones |
| Makaira Partners LLC | $7 959 306 | 102 239 | 1,36% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7 097 629 | 92 177 | 1,22% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 952 715 | 90 295 | 1,19% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 186 411 | 80 343 | 1,06% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 988 367 | 77 771 | 1,03% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 644 408 | 73 304 | 0,97% | Acciones |
| JANE STREET GROUP, LLC | $5 609 142 | 72 846 | 0,96% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 434 352 | 70 576 | 0,93% | Acciones |
| CITADEL ADVISORS LLC | $5 302 682 | 68 866 | 0,91% | Acciones |
| Balyasny Asset Management L.P. | $5 161 541 | 67 033 | 0,88% | Acciones |
| CenterBook Partners LP | $4 962 034 | 64 442 | 0,85% | Acciones |
| MORGAN STANLEY | $4 871 867 | 63 271 | 0,83% | Acciones |
| River Road Asset Management, LLC | $4 716 019 | 61 247 | 0,81% | Acciones |
| Qube Research & Technologies Ltd | $4 544 771 | 59 023 | 0,78% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 466 000 | 58 000 | 0,76% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 826 900 | 49 700 | 0,66% | Opción de venta |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $3 641 484 | 47 292 | 0,62% | Acciones |
| Grandeur Peak Global Advisors, LLC | $3 619 539 | 47 007 | 0,62% | Acciones |
| VELA Investment Management, LLC | $3 606 603 | 46 839 | 0,62% | Acciones |
| NJ State Employees Deferred Compensation Plan | $3 204 960 | 33 000 | 0,55% | Acciones |
| Emerald Investment Advisers, LLC | $3 195 885 | 41 505 | 0,55% | Acciones |
| ISTHMUS PARTNERS, LLC | $3 181 948 | 41 324 | 0,54% | Acciones |
| Walleye Capital LLC | $3 022 481 | 39 253 | 0,52% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 909 984 | 37 792 | 0,50% | Acciones |
| KR Capital LP | $2 894 045 | 37 585 | 0,50% | Acciones |
| NEXT CENTURY GROWTH INVESTORS LLC | $2 772 154 | 36 002 | 0,47% | Acciones |
| Expect Equity LLC | $2 663 199 | 34 587 | 0,46% | Acciones |
| BlackRock, Inc. | $2 283 974 | 29 662 | 0,39% | Acciones |
| EASTERLY INVESTMENT PARTNERS LLC | $2 210 285 | 28 705 | 0,38% | Acciones |
| Quantinno Capital Management LP | $2 204 818 | 28 634 | 0,38% | Acciones |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $2 017 246 | 26 198 | 0,35% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 952 489 | 25 357 | 0,33% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 787 401 | 23 213 | 0,31% | Acciones |
| Corient Private Wealth LP | $1 781 395 | 23 135 | 0,30% | Acciones |
| Pathstone Holdings, LLC | $1 715 486 | 22 279 | 0,29% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 713 377 | 21 913 | 0,29% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 683 605 | 21 865 | 0,29% | Acciones |
| Swiss National Bank | $1 624 700 | 21 100 | 0,28% | Acciones |
| Kerrisdale Advisers, LLC | $1 579 270 | 20 510 | 0,27% | Acciones |
| JB CAPITAL PARTNERS LP | $1 540 000 | 20 000 | 0,26% | Acciones |
| WESBANCO BANK INC | $1 447 600 | 18 800 | 0,25% | Acciones |
| Bank of New York Mellon Corp | $1 358 742 | 17 646 | 0,23% | Acciones |
| JANE STREET GROUP, LLC | $1 285 900 | 16 700 | 0,22% | Opción de venta |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1 223 376 | 15 888 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $1 131 130 | 14 690 | 0,19% | Acciones |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $1 123 969 | 14 597 | 0,19% | Acciones |
| Quadrature Capital Ltd | $1 113 805 | 14 465 | 0,19% | Acciones |
| BRIGHTON JONES LLC | $1 039 500 | 13 500 | 0,18% | Acciones |
| PFG Advisors | $966 735 | 12 555 | 0,17% | Acciones |
| CREDIT AGRICOLE S A | $924 000 | 12 000 | 0,16% | Acciones |
| PEAK6 LLC | $909 370 | 11 810 | 0,16% | Acciones |
| DHK Financial Advisors, Inc. | $881 789 | 6 294 | 0,15% | Acciones |
| BANK OF AMERICA CORP /DE/ | $879 725 | 11 425 | 0,15% | Acciones |
| JANE STREET GROUP, LLC | $862 400 | 11 200 | 0,15% | Opción de compra |
| WCM INVESTMENT MANAGEMENT, LLC | $831 473 | 10 545 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $799 856 | 10 248 | 0,14% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $799 491 | 10 383 | 0,14% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $799 232 | 10 240 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $784 245 | 10 185 | 0,13% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $701 008 | 9 104 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $650 265 | 8 445 | 0,11% | Acciones |
| IMC-Chicago, LLC | $630 784 | 8 192 | 0,11% | Acciones |
| Aquatic Capital Management LLC | $628 166 | 8 158 | 0,11% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $616 000 | 8 000 | 0,11% | Opción de venta |
| RAYMOND JAMES FINANCIAL INC | $614 460 | 7 980 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $608 300 | 7 900 | 0,10% | Opción de venta |
| SIG BROKERAGE, LP | $577 500 | 7 500 | 0,10% | Opción de venta |
| SIG BROKERAGE, LP | $577 500 | 7 500 | 0,10% | Opción de compra |
| CITADEL ADVISORS LLC | $577 500 | 7 500 | 0,10% | Opción de compra |
| Headlands Technologies LLC | $555 016 | 7 208 | 0,10% | Acciones |
| CITIGROUP INC | $511 665 | 6 645 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $504 273 | 6 549 | 0,09% | Acciones |
| ALPS ADVISORS INC | $488 565 | 6 345 | 0,08% | Acciones |
| Skopos Labs, Inc. | $487 267 | 6 243 | 0,08% | Acciones |
| BOURGEON CAPITAL MANAGEMENT LLC | $462 000 | 6 000 | 0,08% | Acciones |
| LPL Financial LLC | $451 528 | 5 864 | 0,08% | Acciones |
| HSBC HOLDINGS PLC | $443 303 | 5 679 | 0,08% | Acciones |
| Vise Technologies, Inc. | $410 949 | 5 337 | 0,07% | Acciones |
| FAS Wealth Partners, Inc. | $404 481 | 5 253 | 0,07% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $400 631 | 5 203 | 0,07% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $398 552 | 5 176 | 0,07% | Acciones |
Informantes de la empresa 21 insiders · 7 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Charles A. Bacon III | President and CEO | 1 de enero de 2020 A | 385 664 | 0 | 0 | $0 |
| Jayme L. Brooks | EVP & Chief Financial Officer | 29 de marzo de 2021 F | 48 121 | 0 | 0 | $0 |
| John T. Jordan Jr. | Chief Financial Officer (Former) | 21 de agosto de 2019 S | 10 896 | 0 | 0 | $0 |
| Hassan Baqar | Former Director, CFO and Secretary. | 18 de julio de 2016 J | 10 000 | 0 | 0 | $0 |
| Michael M Mccann | Chief Operating Officer | 1 de enero de 2020 A | 11 726 | 0 | 0 | $0 |
| Jay Sharp | Executive Vice President | 15 de junio de 2026 G | 72 736 | 0 | 4 | $-388 803 |
| Kristopher L. Thorne | Co-Chief Operations Officer (Former) | 21 de agosto de 2019 S | 14 116 | 0 | 0 | $0 |
| Linda G Alvarado | Consejero | 1 de septiembre de 2021 A | — | 0 | 0 | $0 |
| Kyle Cerminara | Consejero | 27 de marzo de 2020 M | 6 400 | 0 | 0 | $0 |
| Norbert W. Young | Consejero | 1 de enero de 2020 A | 17 299 | 0 | 0 | $0 |
| Michael F Mcnally | Consejero | 1 de enero de 2020 A | 39 099 | 0 | 0 | $0 |
| Laurel J Krzeminski | Consejero | 1 de enero de 2020 A | 3 199 | 0 | 0 | $0 |
| Larry G Swets JR | Consejero | 1 de enero de 2020 A | 16 399 | 0 | 0 | $0 |
| Gordon G Pratt | Consejero | 1 de enero de 2020 A | 16 399 | 0 | 0 | $0 |
| David S Gellman | Consejero | 13 de abril de 2018 A | 40 035 | 0 | 0 | $0 |
| Leo Christopher Saenger III | Consejero | 6 de febrero de 2015 P | 10 000 | 0 | 0 | $0 |
| John Taylor Maloney Fitzgerald | Consejero | 6 de febrero de 2015 P | 10 000 | 0 | 0 | $0 |
| Thomas D Sargent | Consejero | 6 de febrero de 2015 P | 10 000 | 0 | 0 | $0 |
| 1347 Capital LLC | Propietario del 10% | 18 de julio de 2016 J | 0 | 0 | 0 | $0 |
| Joshua S. Horowitz | — | 20 de julio de 2016 P | 11 000 | 0 | 0 | $0 |
| 1347 Investors LLC | — | 19 de julio de 2016 S | 2 563 314 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 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 |
|---|---|---|---|---|---|
| Brian Pratt, Barbara Pratt ×8 presentaciones | 18 de noviembre de 2020 | — | Presentación inicial | — | SEC |
| TALANTA INVESTMENT GROUP, LLC, TALANTA FUND, L.P., JUSTYN R. PUTNAM | 13 de marzo de 2020 | — | Presentación inicial | Inversión pasiva | SEC |
| Charles A. Bacon III ×2 presentaciones | 23 de diciembre de 2019 | — | Presentación inicial | — | SEC |
| Fund Management Group LLC, FEA Pratt Family Holdings LLC, Gordon G. Pratt | 29 de noviembre de 2019 | — | Presentación inicial | — | SEC |
| 1347 Investors LLC, Larry G. Swets, Jr., D. Kyle Cerminara ×12 presentaciones | 20 de noviembre de 2019 | — | Presentación inicial | — | SEC |
| FdG HVAC LLC, FdG Capital Partners LLC, David S. Gellman ×2 presentaciones | 1 de febrero de 2018 | — | 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 42 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 |
|---|---|---|---|---|
| BFOR · ALPS ETF Trust | 0,22% | 6 229 NS | 31 de mayo de 2026 | N-PORT |
| IWC · iShares Trust | 0,12% | 37 831 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,10% | 267 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 19 582 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 11 969 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,03% | 102 280 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 929 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 4 563 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 64 538 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 38 357 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 2 686 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 500 NS | 31 de mayo de 2026 | N-PORT |
| IFRA · iShares Trust | 0,02% | 18 688 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 53 124 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 283 546 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,02% | 3 357 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,02% | 3 233 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 7 609 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,01% | 10 895 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 390 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 726 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 129 956 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,01% | 12 783 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 395 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 482 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 291 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 388 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 777 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 22 894 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 6 695 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 441 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 10 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 971 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 3 591 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 965 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 5 702 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 12 751 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 2 590 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 8 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 96 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 340 369 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 005 SH | 8 de agosto de 2026 | Diario |