LNTH Lantheus Holdings, Inc. - Common Stock
LNTH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
LNTH 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
LNTH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 5 26,3%
- Compra 10 52,6%
- Mantener 4 21,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-14Historial 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 | $1.55 | $1.33 | 0.22% |
| 31 de marzo de 2026 | $1.46 | $1.26 | 0.20% |
| 31 de diciembre de 2025 | $1.67 | $1.19 | 0.48% |
| 30 de septiembre de 2025 | $1.27 | $1.29 | -0.02% |
| 30 de junio de 2025 | $1.57 | $1.71 | -0.14% |
| 31 de marzo de 2025 | $1.53 | $1.69 | -0.16% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LNTH | $4.30B | 19.5 | 0.50% | 15.2% | 20.7% | 61.1% |
| MDLN | — | -4200.0 | 11.5% | 4.1% | 21.6% | 26.4% |
| SOLV | $13.75B | 8.9 | 0.86% | 18.7% | 35.8% | 53.5% |
| COO | $13.70B | 37.4 | 5.1% | 9.2% | 4.6% | 65.5% |
| ALGN | $11.14B | 27.6 | 0.90% | 10.2% | 10.3% | 67.2% |
| MMED | $3.71B | -10.2 | 14.2% | -10.7% | -9.3% | 54.2% |
| MMSI | $5.24B | 41.4 | 11.8% | 8.5% | 8.4% | 48.7% |
| ICUI | $3.52B | 4755.7 | -6.3% | 0.03% | 0.03% | 36.8% |
| HAE | $2.45B | 26.4 | -2.0% | 7.3% | 11.8% | 59.0% |
| QDEL | $1.99B | -1.8 | -1.9% | -41.4% | -48.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.54B | $1.53B | $1.30B | $935M | $425M | $339M | $347M | $343M | $331M | $302M | $293M | $302M | |
| Cost of Revenue | $600M | $546M | $587M | $353M | $238M | $201M | $173M | $168M | $169M | $164M | $158M | $176M | |
| Gross Profit | $942M | $988M | $710M | $582M | $188M | $139M | $175M | $175M | $162M | $138M | $136M | $126M | |
| R&D Expense | $177M | $168M | $78M | $312M | $45M | $33M | $20M | $17M | $18M | $12M | $14M | $14M | |
| SG&A Expense | $275M | $194M | $125M | $134M | $150M | $69M | $61M | $50M | $50M | $39M | $44M | $37M | |
| Operating Expenses | · | · | · | · | · | $143M | $123M | $110M | $110M | · | $93M | $86M | |
| Operating Income | $311M | $457M | $365M | $36M | $-61M | $-4M | $52M | $64M | $52M | $57M | $43M | $39M | |
| Interest Expense | · | · | $20M | $7M | $8M | $9M | $14M | $17M | $18M | $27M | $39M | $42M | |
| Interest Income | · | $37M | $20M | $3M | $45.0K | $238.0K | $686.0K | $167.0K | $18.0K | · | $24.0K | $27.0K | |
| Other Non-op | $31M | $37M | $66M | $-2M | $-7M | $2M | $-6M | $2M | $9M | $220.0K | $-65.0K | $505.0K | |
| Pretax Income | $314M | $431M | $411M | $27M | $-75M | $-11M | $29M | $50M | $40M | $28M | $-12M | $-2M | |
| Income Tax | $80M | $119M | $84M | $-1M | $-4M | $2M | $-3M | $9M | $-84M | $2M | $3M | $1M | |
| Net Income | $234M | $312M | $327M | $28M | $-71M | $-13M | $32M | $41M | $123M | · | · | · | |
| EPS (Basic) | $3.46 | $4.52 | $4.79 | $0.41 | $-1.06 | $-0.25 | $0.81 | $1.06 | $3.31 | $0.84 | $-0.60 | $-0.20 | |
| EPS (Diluted) | $3.41 | $4.36 | $4.65 | $0.40 | $-1.06 | $-0.25 | $0.79 | $1.03 | $3.17 | $0.82 | $-0.60 | $-0.20 | |
| Shares (Basic) | 67,489,000 | 69,199,000 | 68,266,000 | 68,487,000 | 67,486,000 | 54,134,000 | 38,988,000 | 38,233,000 | 37,276,000 | 32,044,000 | 24,440,000 | 18,080,615 | |
| Shares (Diluted) | 68,443,000 | 71,651,000 | 70,239,000 | 70,671,000 | 67,486,000 | 54,134,000 | 40,113,000 | 39,501,000 | 38,892,000 | 32,656,000 | 24,440,000 | 18,080,615 | |
| EBITDA | $381M | $522M | $425M | $84M | $-19M | $20M | $65M | $78M | $71M | $75M | $43M | · |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $359M | $913M | $714M | $416M | $99M | $80M | $93M | $113M | $76M | $51M | $29M | $20M | |
| Receivables | $359M | $321M | $284M | $213M | $89M | $54M | $44M | $44M | $40M | $37M | $37M | $42M | |
| Inventory | $65M | $68M | $64M | $35M | $35M | $36M | $29M | $33M | $26M | $18M | $16M | $16M | |
| Prepaid Expense | $21M | $15M | $16M | $13M | $10M | $9M | · | · | · | · | · | · | |
| Other Current Assets | $21M | $16M | $17M | $13M | $13M | $10M | $7M | $5M | $5M | $5M | $4M | $4M | |
| Current Assets | $900M | $1.33B | $1.09B | $678M | $236M | $184M | $173M | $195M | $148M | $111M | $90M | $81M | |
| PP&E (Net) | $164M | $177M | $147M | $122M | $117M | $120M | $116M | $108M | $93M | $94M | $96M | $96M | |
| PP&E (Gross) | $236M | $286M | $254M | $222M | $206M | $197M | $208M | $191M | $189M | $177M | $172M | · | |
| Accum. Depreciation | $73M | $109M | $107M | $100M | $89M | $76M | $92M | $83M | $96M | $83M | $76M | $61M | |
| Goodwill | $240M | $61M | $61M | $61M | $61M | $59M | $16M | $16M | $16M | $16M | $16M | $16M | |
| Intangibles | $723M | $162M | $152M | $315M | $349M | $376M | $7M | $9M | $12M | $15M | $20M | $27M | |
| Other Non-current Assets | $50M | $44M | $55M | $34M | $39M | $61M | $22M | $30M | $28M | $20M | $21M | $21M | |
| Total Assets | $2.23B | $1.98B | $1.65B | $1.32B | $864M | $870M | $406M | $440M | $384M | $256M | $242M | $243M | |
| Accounts Payable | $43M | $35M | $41M | $21M | $21M | $16M | $19M | $18M | $17M | $19M | $12M | $16M | |
| Current Liabilities | $333M | $241M | $187M | $248M | $90M | $81M | $66M | $53M | $47M | $44M | $36M | $49M | |
| Capital Leases | $50M | $53M | $54M | $25M | $17M | $18M | $812.0K | · | · | · | · | · | |
| Deferred Tax | $54M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $108M | $63M | $63M | $46M | $125M | $63M | $28M | $41M | $38M | $35M | $34M | $34M | |
| Total Liabilities | $1.14B | $892M | $835M | $874M | $399M | $356M | $291M | $369M | $361M | $362M | $428M | $482M | |
| Long-term Debt | · | · | · | $558M | $175M | $218M | $194M | $266M | $268M | $278M | $354M | · | |
| Total Debt | $738.0K | $974.0K | $823.0K | $558M | $175M | $218M | $194M | $266M | $268M | $278M | $354M | · | |
| Common Stock | $718.0K | $709.0K | $699.0K | $689.0K | $677.0K | $669.0K | $393.0K | $385.0K | $378.0K | $367.0K | $303.0K | $181.0K | |
| Retained Earnings | $680M | $446M | $134M | $-193M | $-221M | $-150M | $-136M | $-168M | $-209M | $-332M | $-359M | $-344M | |
| Treasury Stock | $477M | $175M | $75M | $75M | $0 | · | · | · | · | · | · | $106.0K | |
| AOCI | $-1M | $-2M | $-1M | $-1M | $-485.0K | $-2M | $-960.0K | $-1M | $-1M | $-947.0K | $-2M | $-2M | |
| Stockholders' Equity | $1.09B | $1.09B | $816M | $447M | $464M | $514M | $115M | $71M | $23M | $-107M | $-185M | $-239M | |
| Liabilities + Equity | $2.23B | $1.98B | $1.65B | $1.32B | $864M | $870M | $406M | $440M | $384M | $256M | $242M | $243M | |
| Shares Outstanding | 64,586,000 | 70,905 | 69,863 | 68,851 | 67,739,000 | 66,875,000 | 39,251,000 | 39,251,000 | 38,466,000 | 38,466,000 | 30,364,501 | 18,075,907 |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $70M | $65M | $60M | $48M | $42M | $25M | $13M | $14M | $19M | $18M | $20M | $19M | |
| Stock-based Comp | $86M | $76M | $51M | $29M | $16M | $14M | $12M | $9M | $6M | $3M | $2M | $1M | |
| Deferred Tax | $22M | $-30M | $-56M | $-48M | $4M | $-1M | $10M | $6M | $-87M | $-17.0K | $99.0K | $-207.0K | |
| Amort. of Intangibles | $47M | $44M | $46M | $33M | $28M | $11M | $2M | $3M | $3M | $5M | $6M | $8M | |
| Restructuring | $12M | $9M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-21M | $121M | $-76M | $225M | $63M | $-8M | $13M | · | · | · | · | · | |
| Operating Cash Flow | $390M | $545M | $305M | $282M | $54M | $16M | $80M | $61M | $55M | $50M | $22M | $12M | |
| CapEx | · | · | $45M | $260M | $0 | $0 | $22M | $20M | $18M | $7M | $13M | $8M | |
| Investing Cash Flow | $-627M | $-226M | $6M | $-277M | $4M | $-5M | $-22M | $-19M | $-16M | $3M | $-13M | · | |
| Debt Issued | · | $0 | $0 | $558M | $0 | $0 | $199M | $0 | $274M | $0 | $360M | $0 | |
| Net Debt Issued | $-1M | $-318.0K | $-717.0K | $382M | $-43M | $-15M | $-76M | $-3M | $-12M | $-79M | $359M | · | |
| Stock Issued | · | $3M | $2M | $1M | $767.0K | $683.0K | $573.0K | $428.0K | $187.0K | $51M | $74M | $0 | |
| Stock Repurchased | $300M | $100M | $0 | $75M | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-300M | $-97M | $2M | $-74M | $767.0K | $683.0K | $573.0K | $428.0K | $187.0K | $51M | · | · | |
| Financing Cash Flow | $-317M | $-119M | $-13M | $312M | $-39M | $-22M | $-79M | $-5M | $-13M | $-30M | $999.0K | · | |
| Net Change in Cash | $-554M | $199M | $298M | $317M | $18M | $-10M | $-20M | $37M | $25M | $23M | $9M | $1M | |
| Taxes Paid | $69M | $154M | $152M | $54M | $215.0K | $340.0K | $274.0K | $90.0K | $106.0K | $265.0K | $174.0K | $508.0K | |
| Free Cash Flow | · | · | $260M | $22M | $42M | $4M | $58M | $41M | $37M | $42M | $9M | · | |
| Levered FCF | · | · | $244M | $14M | $34M | $-7M | $43M | $27M | $-20M | $17M | $-40M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.1% | 64.4% | 54.7% | 62.2% | 44.1% | 40.9% | 50.3% | 50.9% | 48.9% | 45.6% | 46.2% | · | |
| Operating Margin | 20.2% | 29.8% | 28.1% | 3.9% | -14.3% | -1.2% | 14.9% | 18.8% | 15.7% | 18.8% | 14.5% | · | |
| Net Margin | 15.2% | 20.4% | 25.2% | 3.0% | -16.8% | -4.0% | 9.1% | · | · | · | · | · | |
| Pretax Margin | 20.3% | 28.1% | 31.7% | 2.9% | -17.6% | -3.4% | 8.2% | 14.4% | 12.0% | 9.4% | -4.0% | · | |
| EBITDA Margin | 24.7% | 34.0% | 32.8% | 9.0% | -4.4% | 6.0% | 18.7% | 22.8% | 21.4% | 24.8% | 14.5% | · | |
| ROA | 11.1% | 17.2% | 22.0% | 2.6% | -8.2% | -2.1% | 7.5% | · | · | · | · | · | |
| ROE | 20.7% | 27.6% | 43.1% | 5.2% | -14.8% | -2.6% | 29.3% | · | · | · | · | · | |
| ROIC | 21.2% | 30.4% | 35.5% | 3.8% | -9.0% | -0.67% | 18.5% | 15.6% | 55.4% | 31.2% | 31.6% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 5.5 | 5.8 | 2.7 | 2.6 | 2.3 | 2.6 | 3.7 | 3.2 | 2.5 | 2.5 | · | |
| Quick Ratio | 2.2 | 5.1 | 5.3 | 2.5 | 2.1 | 1.7 | 2.1 | 3.0 | 2.5 | 2.0 | 1.8 | · | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 1.2 | 0.4 | 0.4 | 1.7 | 3.8 | 11.5 | -2.6 | -1.9 | · | |
| LT Debt / Equity | · | · | · | 1.2 | 0.4 | 0.4 | 1.6 | 3.7 | 11.4 | -2.6 | -1.9 | · | |
| Interest Coverage | · | · | 18.2 | 5.0 | -7.8 | -0.4 | 3.8 | 3.7 | 2.8 | 2.1 | 1.1 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.8 | 0.9 | 0.9 | 0.5 | 0.5 | 0.8 | 0.8 | 1.0 | 1.2 | 1.2 | · | |
| Inventory Turnover | 9.0 | 8.3 | 11.8 | 10.0 | 6.7 | 6.2 | 5.5 | 5.7 | 7.7 | 9.9 | 10.1 | · | |
| Receivables Turnover | 4.5 | 5.1 | 5.2 | 6.2 | 5.9 | 7.0 | 8.0 | 8.2 | 8.6 | 8.1 | 7.4 | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.50% | 18.3% | 38.6% | 119.9% | 25.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.1% | 53.4% | 56.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 35.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -21.8% | -6.2% | 1062.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 104.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -25.2% | -4.3% | 1063.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 102.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.54B | $1.53B | $1.30B | $935M | $425M | $339M | $347M | $343M | $331M | $302M | $293M | · | |
| Net Income TTM | $234M | $312M | $327M | $28M | $-71M | $-13M | $32M | $41M | $123M | $27M | $-15M | · | |
| Market Cap | $4.30B | $6.34B | $4.33B | $3.51B | $1.96B | $902M | · | · | $772M | $316M | $103M | · | |
| Enterprise Value | $3.94B | $5.43B | $3.62B | $3.65B | $2.03B | $1.04B | · | · | $964M | $543M | $428M | · | |
| P/E | 19.5 | 20.5 | 13.3 | 127.4 | -27.3 | -54.0 | 26.0 | 15.2 | 6.5 | 10.5 | -5.6 | · | |
| P/S | 2.8 | 4.1 | 3.3 | 3.8 | 4.6 | 2.7 | · | · | 2.3 | 1.0 | 0.3 | · | |
| P/B | 3.9 | 5.8 | 5.3 | 7.8 | 4.2 | 1.8 | · | · | 33.2 | -3.0 | -0.6 | · | |
| P / Tangible Book | 33.7 | 7.3 | 7.2 | 49.6 | 35.8 | 11.3 | · | · | · | · | · | · | |
| P / Cash Flow | 11.0 | 11.6 | 14.2 | 12.5 | 36.3 | 55.0 | · | · | 14.1 | 6.4 | 4.7 | · | |
| P / FCF | · | · | 16.7 | 161.1 | 46.8 | 230.0 | · | · | 20.7 | 7.5 | 11.9 | · | |
| EV / EBITDA | 10.3 | 10.4 | 8.5 | 43.4 | -109.7 | 50.8 | · | · | 13.6 | 7.3 | 10.1 | · | |
| EV / FCF | · | · | 13.9 | 167.6 | 48.7 | 265.4 | · | · | 25.9 | 12.9 | 49.7 | · | |
| EV / Revenue | 2.6 | 3.5 | 2.8 | 3.9 | 4.8 | 3.1 | · | · | 2.9 | 1.8 | 1.5 | · | |
| Earnings Yield | 5.1% | 4.9% | 7.5% | 0.78% | -3.7% | -1.8% | 3.9% | 6.6% | 15.5% | 9.5% | -17.8% | · |
Estado de resultados 16
| 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 | $388M | $377M | $407M | $384M | $378M | $373M | $391M | $379M | $394M | $370M | $354M | $320M | $322M | $301M | $263M | $239M | |
| Cost of Revenue | $146M | $146M | $166M | $162M | $137M | $135M | $143M | $137M | $138M | $128M | $124M | $120M | $119M | $224M | $96M | $92M | |
| Gross Profit | $242M | $231M | $241M | $222M | $241M | $238M | $249M | $242M | $256M | $242M | $230M | $200M | $203M | $77M | $167M | $147M | |
| R&D Expense | $38M | $39M | $47M | $48M | $45M | $36M | $35M | $24M | $61M | $48M | $17M | $14M | $16M | $31M | $272M | $13M | |
| SG&A Expense | $21M | $58M | $70M | $82M | $67M | $57M | $58M | $41M | $47M | $48M | $40M | $36M | $26M | $23M | $40M | $24M | |
| Operating Income | $100M | $81M | $77M | $44M | $88M | $102M | $114M | $134M | $103M | $107M | $137M | $112M | $124M | $-9M | $-172M | $86M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $5M | · | $5M | $5M | $5M | · | $2M | |
| Other Non-op | $8M | $6M | $8M | $3M | $7M | $14M | $9M | $10M | $9M | $9M | $6M | $53M | $4M | $3M | $-1M | $-1M | |
| Pretax Income | $94M | $156M | $70M | $42M | $105M | $97M | $-783.0K | $176M | $84M | $171M | $138M | $160M | $124M | $-11M | $-176M | $83M | |
| Income Tax | $19M | $38M | $16M | $15M | $26M | $24M | $11M | $45M | $22M | $40M | $35M | $28M | $30M | $-8M | $-57M | $22M | |
| Net Income | $75M | $118M | $54M | $28M | $79M | $73M | $-12M | $131M | $62M | $131M | $103M | $132M | $94M | $-3M | $-119M | $61M | |
| EPS (Basic) | $1.15 | $1.83 | $0.84 | $0.41 | $1.15 | $1.06 | $-0.17 | $1.89 | $0.89 | $1.91 | $1.52 | $1.93 | $1.38 | $-0.04 | $-1.74 | $0.89 | |
| EPS (Diluted) | $1.11 | $1.80 | $0.86 | $0.41 | $1.12 | $1.02 | $-0.18 | $1.79 | $0.88 | $1.87 | $1.48 | $1.88 | $1.33 | $-0.04 | $-1.68 | $0.86 | |
| Shares (Basic) | 65,160,000 | 64,736,000 | -136,932,000 | 67,230,000 | 68,516,000 | 68,675,000 | -138,378,000 | 69,464,000 | 69,356,000 | 68,757,000 | -136,290,000 | 68,436,000 | 68,371,000 | 67,749,000 | -136,951,000 | 68,756,000 | |
| Shares (Diluted) | 67,518,000 | 65,772,000 | -140,993,000 | 67,663,000 | 70,312,000 | 71,461,000 | -142,110,000 | 73,065,000 | 70,601,000 | 70,095,000 | -138,570,000 | 70,046,000 | 71,014,000 | 67,749,000 | -141,251,000 | 71,075,000 | |
| EBITDA | $100M | $104M | · | $44M | $88M | $116M | · | $134M | $103M | $122M | · | $112M | $124M | $5M | · | $86M |
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 | $593M | $499M | $359M | $382M | $696M | $939M | $913M | $866M | $757M | $718M | $714M | $614M | $414M | $471M | $416M | $257M | |
| Receivables | $353M | $356M | $359M | $351M | $337M | $349M | $321M | $329M | $372M | $337M | · | $259M | $256M | $242M | · | $197M | |
| Inventory | $58M | $61M | $65M | $62M | $62M | $69M | $68M | $71M | $71M | $70M | · | $56M | $52M | $42M | · | $35M | |
| Prepaid Expense | · | · | $21M | · | · | · | $15M | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | $22M | $25M | $21M | $21M | $34M | $67M | $16M | $22M | $24M | $16M | · | $11M | $23M | $11M | · | $13M | |
| Current Assets | $1.03B | $942M | $900M | $925M | $1.20B | $1.42B | $1.33B | $1.30B | $1.23B | $1.15B | · | $948M | $752M | $773M | · | $502M | |
| PP&E (Net) | $153M | $158M | $164M | $164M | $158M | $181M | $177M | $170M | $158M | $150M | · | $140M | $130M | $127M | · | $121M | |
| PP&E (Gross) | $237M | $239M | $236M | $234M | $223M | $295M | $286M | $287M | $271M | $258M | · | $244M | $231M | $228M | · | $218M | |
| Accum. Depreciation | $84M | $82M | $73M | $70M | $65M | $114M | $109M | $117M | $112M | $108M | · | $104M | $101M | $100M | · | $97M | |
| Goodwill | $239M | $239M | $240M | $240M | $177M | $61M | $61M | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | |
| Intangibles | $689M | $706M | $723M | $739M | $360M | $154M | $162M | $174M | $172M | $142M | · | $163M | $221M | $220M | · | $324M | |
| Other Non-current Assets | $60M | $62M | $50M | $54M | $36M | $36M | $44M | $46M | $49M | $51M | · | $56M | $39M | $34M | · | $42M | |
| Total Assets | $2.41B | $2.35B | $2.23B | $2.28B | $2.12B | $2.06B | $1.98B | $2.05B | $1.94B | $1.83B | · | $1.52B | $1.34B | $1.35B | · | $1.10B | |
| Accounts Payable | $48M | $46M | $43M | $66M | $41M | $45M | $35M | $45M | $50M | $38M | · | $37M | $39M | $31M | · | $30M | |
| Current Liabilities | $336M | $333M | $333M | $347M | $280M | $248M | $241M | $784M | $263M | $237M | · | $177M | $154M | $276M | · | $236M | |
| Capital Leases | $54M | $55M | $50M | $51M | $48M | $48M | $53M | $54M | $54M | $54M | · | $54M | $31M | $25M | · | $15M | |
| Deferred Tax | $54M | $54M | $54M | $55M | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $92M | $105M | $108M | $116M | $102M | $58M | $63M | $62M | $64M | $63M | · | $63M | $49M | $46M | · | $46M | |
| Total Liabilities | $1.10B | $1.13B | $1.14B | $1.16B | $949M | $891M | $892M | $870M | $913M | $886M | · | $823M | $785M | $904M | · | $458M | |
| Total Debt | $697.0K | $803.0K | · | $871.0K | $796.0K | $747.0K | · | $565M | $868.0K | $734.0K | · | $703.0K | $384.0K | $422.0K | · | $15M | |
| Common Stock | $725.0K | $723.0K | $718.0K | $718.0K | $717.0K | $716.0K | $709.0K | $709.0K | $708.0K | $706.0K | · | $698.0K | $698.0K | $696.0K | · | $688.0K | |
| Retained Earnings | $873M | $798M | $680M | $625M | $598M | $519M | $446M | $458M | $327M | $265M | · | $30M | $-102M | $-196M | · | $-74M | |
| Treasury Stock | $477M | $477M | $477M | $376M | $275M | $175M | $175M | $75M | $75M | $75M | · | $75M | $75M | $75M | · | · | |
| AOCI | $-2M | $-2M | $-1M | $-2M | $-1M | $-2M | $-2M | $-1M | $-1M | $-1M | · | $-1M | $-952.0K | $-1M | · | $3M | |
| Stockholders' Equity | $1.31B | $1.21B | $1.09B | $1.12B | $1.17B | $1.16B | $1.09B | $1.18B | $1.03B | $946M | $816M | $699M | $553M | $446M | $447M | $638M | |
| Liabilities + Equity | $2.41B | $2.35B | $2.23B | $2.28B | $2.12B | $2.06B | $1.98B | $2.05B | $1.94B | $1.83B | · | $1.52B | $1.34B | $1.35B | · | $1.10B | |
| Shares Outstanding | 65,265,000 | 65,074,000 | 64,586,000 | 71,770,000 | 71,702,000 | 71,607,000 | 68,450,000 | 70,854,000 | 70,750,000 | 70,635,000 | 69,863 | 69,808,000 | 69,755,000 | 69,630,000 | 68,851,000 | 68,809,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $23M | $23M | $20M | $13M | $14M | $17M | $17M | $15M | $15M | $15M | $15M | $16M | $15M | $12M | $12M | |
| Stock-based Comp | $20M | $16M | $18M | $25M | $22M | $21M | $22M | $20M | $18M | $15M | $14M | $14M | $13M | $10M | $8M | $8M | |
| Amort. of Intangibles | $17M | $17M | $16M | $15M | $8M | $8M | $12M | $12M | $10M | $10M | $11M | $12M | $12M | $11M | $8M | $8M | |
| Other Non-cash | · | $-32M | · | · | · | $-206.0K | · | · | · | $-35M | · | · | · | $87M | · | · | |
| Operating Cash Flow | $92M | $125M | $90M | $105M | $87M | $108M | $158M | $175M | $85M | $127M | $112M | $117M | $-32M | $108M | $105M | $94M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $0 | $10M | $35M | · | $-8M | |
| Investing Cash Flow | $-2M | $26M | $-12M | $-319M | $-232M | $-64M | $-7M | $-68M | $-45M | $-107M | $-12M | $83M | $-21M | $-45M | $-265M | $-6M | |
| Net Debt Issued | · | $-216.0K | · | · | · | $-402.0K | · | · | · | $-184.0K | · | · | · | $-297.0K | · | · | |
| Stock Issued | · | $0 | · | · | · | $2M | · | $2M | $0 | $2M | · | $993.0K | $0 | $940.0K | $0 | $798.0K | |
| Stock Repurchased | · | · | $100M | $100M | · | · | $100M | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $0 | · | · | · | $2M | · | · | · | $2M | · | · | · | $940.0K | · | · | |
| Financing Cash Flow | $5M | $-12M | $-101M | $-99M | $-98M | $-18M | $-104M | $2M | $99.0K | $-17M | $-450.0K | $108.0K | $-4M | $-9M | $318M | $-2M | |
| Net Change in Cash | $95M | $139M | $-23M | $-314M | $-243M | $26M | $46M | $109M | $39M | $5M | $100M | $200M | $-57M | $55M | $158M | $85M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $73M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | $72M | · | · |
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 | 62.3% | 61.2% | · | 57.9% | 63.7% | 63.8% | · | 63.9% | 64.9% | 65.4% | · | 62.5% | 63.0% | 25.6% | · | 61.6% | |
| Operating Margin | 25.8% | 21.6% | · | 11.4% | 23.3% | 27.4% | · | 35.3% | 26.1% | 28.8% | · | 35.1% | 38.6% | -3.1% | · | 35.8% | |
| Net Margin | 19.3% | 31.4% | · | 7.2% | 20.8% | 19.6% | · | 34.6% | 15.8% | 35.4% | · | 41.2% | 29.3% | -0.93% | · | 25.6% | |
| Pretax Margin | 24.2% | 41.4% | · | 11.0% | 27.7% | 25.9% | · | 46.5% | 21.4% | 46.3% | · | 50.0% | 38.5% | -3.7% | · | 34.7% | |
| EBITDA Margin | 25.8% | 27.6% | · | 11.4% | 23.3% | 31.0% | · | 35.3% | 26.1% | 33.0% | · | 35.1% | 38.6% | 1.8% | · | 35.8% | |
| ROA | 3.3% | 5.4% | · | 1.3% | 3.9% | 3.8% | · | 7.3% | 3.8% | 8.2% | · | 10.1% | 8.0% | -0.25% | · | 6.3% | |
| ROE | 6.0% | 10.0% | · | 2.4% | 7.2% | 6.9% | · | 14.0% | 7.9% | 18.8% | · | 19.7% | 16.8% | -0.58% | · | 10.8% | |
| ROIC | 6.1% | 5.1% | · | 2.5% | 5.7% | 6.6% | · | 5.7% | 7.4% | 8.6% | · | 13.2% | 17.1% | -0.53% | · | 9.7% |
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 | 3.1 | 2.8 | · | 2.7 | 4.3 | 5.7 | · | 1.7 | 4.7 | 4.8 | · | 5.4 | 4.9 | 2.8 | · | 2.1 | |
| Quick Ratio | 2.8 | 2.6 | · | 2.1 | 3.7 | 5.2 | · | 1.5 | 4.3 | 4.5 | · | 4.9 | 4.4 | 2.6 | · | 1.9 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.5 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 21.9 | · | 22.2 | 25.2 | -1.9 | · | 52.7 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.2 | |
| Inventory Turnover | 2.4 | 2.2 | · | 2.4 | 2.1 | 1.9 | · | 2.1 | 2.3 | 2.3 | · | 2.6 | 2.8 | 5.9 | · | 2.7 | |
| Receivables Turnover | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.3 | 1.3 | 1.3 | · | 1.4 | 1.5 | 1.5 | · | 1.8 |
Valoración (TTM) 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.53B | $1.51B | · | $1.51B | $1.52B | $1.52B | · | $1.46B | $1.41B | $1.31B | · | $1.18B | $1.09B | $973M | · | $774M | |
| Net Income TTM | $300M | $298M | · | $311M | $345M | $397M | · | $456M | $419M | $354M | · | $285M | $196M | $144M | · | $134M | |
| Market Cap | $7.24B | $4.94B | · | $3.68B | $5.87B | $6.99B | · | $7.78B | $5.68B | $4.40B | · | $4.85B | $5.85B | $5.75B | · | $4.84B | |
| Enterprise Value | $6.65B | $4.44B | · | $3.30B | $5.17B | $6.05B | · | $7.47B | $4.92B | $3.68B | · | $4.24B | $5.44B | $5.28B | · | $4.60B | |
| P/E | 25.0 | 17.4 | · | 11.8 | 17.0 | 17.6 | · | 17.1 | 13.5 | 12.3 | · | 17.2 | 30.4 | 40.5 | · | 37.4 | |
| P/S | 4.7 | 3.3 | · | 2.4 | 3.9 | 4.6 | · | 5.3 | 4.0 | 3.3 | · | 4.1 | 5.4 | 5.9 | · | 6.3 | |
| P/B | 5.5 | 4.1 | · | 3.3 | 5.0 | 6.0 | · | 6.6 | 5.5 | 4.6 | · | 6.9 | 10.6 | 12.9 | · | 7.6 | |
| P / Tangible Book | 18.9 | 18.5 | · | 26.4 | 9.3 | 7.4 | · | 8.2 | 7.2 | 5.9 | · | 10.2 | 21.6 | 35.0 | · | 19.1 | |
| P / Cash Flow | · | 39.4 | · | · | · | 65.0 | · | · | · | 34.6 | · | · | · | 53.0 | · | · | |
| P / FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | 78.6 | · | · | |
| EV / EBITDA | 66.3 | 42.7 | · | 75.7 | 58.8 | 52.3 | · | 55.9 | 47.9 | 30.1 | · | 37.7 | 43.8 | 1001.4 | · | 53.6 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | 72.2 | · | · | |
| EV / Revenue | 4.4 | 2.9 | · | 2.2 | 3.4 | 4.0 | · | 5.1 | 3.5 | 2.8 | · | 3.6 | 5.0 | 5.4 | · | 5.9 | |
| Earnings Yield | 4.0% | 5.7% | · | 8.5% | 5.9% | 5.7% | · | 5.9% | 7.4% | 8.1% | · | 5.8% | 3.3% | 2.5% | · | 2.7% |
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 | $1.54B | $1.53B | $1.30B | $935M | $425M |
| Margen Bruto % | 61.1% | 64.4% | 54.7% | 62.2% | 44.1% |
| Margen Operativo % | 20.2% | 29.8% | 28.1% | 3.9% | -14.3% |
| Beneficio neto | $234M | $312M | $327M | $28M | $-71M |
| EPS Diluido | $3.41 | $4.36 | $4.65 | $0.40 | $-1.06 |
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 | 1.2 | 0.4 |
| Ratio corriente | 2.7 | 5.5 | 5.8 | 2.7 | 2.6 |
| Ratio Rápido | 2.2 | 5.1 | 5.3 | 2.5 | 2.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | $260M | $22M | $42M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 499 declarantes · $5.4B 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 |
|---|---|---|---|---|
| 101 (+31 vs trimestre anterior) | 30 (-18 vs trimestre anterior) | 145 (+3 vs trimestre anterior) | 135 (+10 vs trimestre anterior) | +15.0M |
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 |
|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $619 431 160 | 5 583 479 | 11,50% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $359 275 973 | 3 238 471 | 6,67% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $325 299 821 | 2 932 214 | 6,04% | Acciones |
| FMR LLC | $321 487 368 | 2 897 849 | 5,97% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $312 467 724 | 2 816 547 | 5,80% | Acciones |
| STATE STREET CORP | $277 427 214 | 2 500 696 | 5,15% | Acciones |
| REINHART PARTNERS, LLC. | $177 436 919 | 1 599 379 | 3,30% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $168 627 258 | 1 519 678 | 3,13% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $153 957 699 | 1 387 756 | 2,86% | Acciones |
| CITADEL ADVISORS LLC | $152 706 691 | 1 376 480 | 2,84% | Acciones |
| Carmignac Gestion | $148 670 694 | 1 340 100 | 2,76% | Acciones |
| Swedbank AB | $133 265 898 | 1 201 243 | 2,47% | Acciones |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $83 537 709 | 752 999 | 1,55% | Acciones |
| Assenagon Asset Management S.A. | $79 319 881 | 714 980 | 1,47% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $77 611 738 | 699 583 | 1,44% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $74 445 000 | 671 042 | 1,38% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73 825 800 | 665 457 | 1,37% | Acciones |
| TD Asset Management Inc | $72 525 472 | 653 736 | 1,35% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $70 780 497 | 638 007 | 1,31% | Acciones |
| Point72 Asset Management, L.P. | $69 870 678 | 629 806 | 1,30% | Acciones |
| NORGES BANK | $65 104 584 | 586 845 | 1,21% | Acciones |
| AMERIPRISE FINANCIAL INC | $61 002 401 | 549 868 | 1,13% | Acciones |
| Holocene Advisors, LP | $60 679 853 | 546 961 | 1,13% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $52 147 457 | 470 051 | 0,97% | Acciones |
| GOLDMAN SACHS GROUP INC | $51 760 832 | 466 566 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $51 706 471 | 466 076 | 0,96% | Acciones |
| Polaris Capital Management, LLC | $47 094 030 | 424 500 | 0,87% | Acciones |
| Summit Street Capital Management, LLC | $44 453 546 | 400 699 | 0,83% | Acciones |
| Epoch Investment Partners, Inc. | $42 933 003 | 386 993 | 0,80% | Acciones |
| Private Capital Management, LLC | $39 741 371 | 358 224 | 0,74% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $37 320 105 | 336 399 | 0,69% | Acciones |
| BRIGADE CAPITAL MANAGEMENT, LP | $36 484 120 | 328 745 | 0,68% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $33 389 279 | 300 967 | 0,62% | Acciones |
| Portolan Capital Management, LLC | $32 027 380 | 288 691 | 0,59% | Acciones |
| Balyasny Asset Management L.P. | $30 821 462 | 277 821 | 0,57% | Acciones |
| MARSHALL WACE, LLP | $30 544 888 | 275 328 | 0,57% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $30 032 818 | 270 710 | 0,56% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $27 375 000 | 246 755 | 0,51% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $25 804 311 | 232 597 | 0,48% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $25 601 957 | 230 773 | 0,48% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25 494 012 | 229 800 | 0,47% | Opción de compra |
| RHUMBLINE ADVISERS | $21 861 799 | 197 060 | 0,41% | Acciones |
| Integral Health Asset Management, LLC | $21 078 600 | 190 000 | 0,39% | Acciones |
| CITIGROUP INC | $20 608 991 | 185 767 | 0,38% | Acciones |
| DEUTSCHE BANK AG\ | $19 817 101 | 178 629 | 0,37% | Acciones |
| Sarissa Capital Management LP | $18 517 994 | 166 919 | 0,34% | Acciones |
| Retirement Systems of Alabama | $17 755 170 | 160 043 | 0,33% | Acciones |
| Penn Capital Management Company, LLC | $17 088 729 | 153 877 | 0,32% | Acciones |
| ExodusPoint Capital Management, LP | $16 644 661 | 150 033 | 0,31% | Acciones |
| PFM Health Sciences, LP | $16 241 949 | 146 403 | 0,30% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15 440 296 | 139 177 | 0,29% | Acciones |
| BANK OF AMERICA CORP /DE/ | $14 788 635 | 133 303 | 0,27% | Acciones |
| Defilade Capital Management, L.P. | $14 717 522 | 132 662 | 0,27% | Acciones |
| Swiss National Bank | $14 494 755 | 130 654 | 0,27% | Acciones |
| California Public Employees Retirement System | $14 468 906 | 130 421 | 0,27% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $14 126 434 | 127 334 | 0,26% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $13 758 680 | 153 797 | 0,26% | Acciones |
| LOOMIS SAYLES & CO L P | $13 563 746 | 122 262 | 0,25% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $12 864 824 | 115 962 | 0,24% | Acciones |
| FIL Ltd | $12 678 112 | 114 279 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 336 528 | 111 200 | 0,23% | Opción de venta |
| ALLIANCEBERNSTEIN L.P. | $10 159 197 | 133 938 | 0,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $9 512 661 | 85 746 | 0,18% | Acciones |
| FIRST TRUST ADVISORS LP | $8 593 079 | 77 457 | 0,16% | Acciones |
| MetLife Investment Management, LLC | $7 575 094 | 68 281 | 0,14% | Acciones |
| Stanley-Laman Group, Ltd. | $7 539 926 | 67 964 | 0,14% | Acciones |
| Boston Partners | $7 536 380 | 67 932 | 0,14% | Acciones |
| Focus Partners Wealth | $7 526 495 | 67 843 | 0,14% | Acciones |
| Bridgewater Associates, LP | $7 315 495 | 65 941 | 0,14% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $7 304 401 | 65 841 | 0,14% | Acciones |
| 1492 Capital Management LLC | $7 259 803 | 65 439 | 0,13% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 846 773 | 61 716 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 800 400 | 61 298 | 0,13% | Acciones |
| BlackRock, Inc. | $6 674 261 | 60 161 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $6 556 554 | 59 100 | 0,12% | Opción de compra |
| DANSKE BANK A/S | $6 411 334 | 57 791 | 0,12% | Acciones |
| Man Group plc | $6 081 176 | 54 815 | 0,11% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 932 001 | 78 207 | 0,11% | Acciones |
| JANUS HENDERSON GROUP PLC | $5 592 951 | 73 737 | 0,10% | Acciones |
| Lido Advisors, LLC | $5 458 470 | 49 202 | 0,10% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5 381 477 | 48 508 | 0,10% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $5 197 761 | 46 852 | 0,10% | Acciones |
| JANE STREET GROUP, LLC | $5 114 334 | 46 100 | 0,09% | Opción de venta |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 032 793 | 45 365 | 0,09% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $4 932 170 | 44 458 | 0,09% | Acciones |
| SkyOak Wealth, LLC | $4 927 844 | 44 419 | 0,09% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $4 851 961 | 43 735 | 0,09% | Acciones |
| ISTHMUS PARTNERS, LLC | $4 823 006 | 43 474 | 0,09% | Acciones |
| Woodline Partners LP | $4 701 859 | 42 382 | 0,09% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $4 480 312 | 40 385 | 0,08% | Acciones |
| OAK ASSOCIATES LTD /OH/ | $4 446 697 | 40 082 | 0,08% | Acciones |
| Heron Bay Capital Management | $4 366 820 | 39 362 | 0,08% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $4 268 638 | 38 477 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $4 226 814 | 38 100 | 0,08% | Opción de venta |
| Legal & General Group Plc | $4 204 958 | 37 903 | 0,08% | Acciones |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $4 084 034 | 36 813 | 0,08% | Acciones |
| VANGUARD GROUP INC | $3 881 063 | 58 318 | 0,07% | Acciones |
| Nuveen Asset Management, LLC | $3 839 265 | 42 916 | 0,07% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $3 815 892 | 34 396 | 0,07% | Acciones |
| Homestead Advisers Corp | $3 727 584 | 33 600 | 0,07% | Acciones |
Informantes de la empresa 39 insiders · 22 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Brian A Markison | CEO | 5 de marzo de 2025 A | 232 420 | 0 | 0 | $0 |
| Jeffrey Allen Bailey | CEO and President | 17 de julio de 2015 F | 229 407 | 0 | 0 | $0 |
| Robert J. Marshall Jr. | CFO and Treasurer | 29 de agosto de 2025 F | 88 133 | 0 | 0 | $0 |
| John W. Crowley | CFO | 26 de abril de 2018 F | 161 825 | 0 | 0 | $0 |
| John K Bakewell | CFO and Treasurer | 31 de diciembre de 2015 D | 0 | 0 | 0 | $0 |
| Paul Blanchfield | President | 13 de agosto de 2025 S | 108 214 | 0 | 0 | $0 |
| Ludger Dinkelborg | Head of Research and Development | 15 de agosto de 2025 A | 14 765 | 0 | 0 | $0 |
| Kimberly Brown | Chief Accounting Officer | 15 de agosto de 2025 F | 7 701 | 0 | 0 | $0 |
| Daniel Niedzwiecki | Chief Administrative Officer, General Counsel and Corporate Secretary | 13 de junio de 2025 S | 87 057 | 0 | 0 | $0 |
| Amanda Michelle Morgan | Chief Commercial Officer | 5 de marzo de 2025 A | 39 580 | 0 | 0 | $0 |
| Andrea Sabens | Chief Accounting Officer | 16 de julio de 2024 S | 60 420 | 0 | 0 | $0 |
| Jeffrey Humphrey | Chief Medical Officer | 17 de junio de 2024 A | 9 076 | 0 | 0 | $0 |
| Jean-Claude Provost | Chief Medical Officer | 5 de marzo de 2024 F | 38 841 | 0 | 0 | $0 |
| Etienne Montagut | Chief Business Officer | 5 de marzo de 2024 F | 94 651 | 0 | 0 | $0 |
| Carol Walker | Senior Vice President, Quality | 30 de marzo de 2022 S | 64 899 | 0 | 0 | $0 |
| Ying Vivian Yao | Chief Human Resources Officer | 3 de marzo de 2022 A | 30 319 | 0 | 0 | $0 |
| John J. Bolla | Chief Operations Officer | 16 de junio de 2021 S | 102 440 | 0 | 0 | $0 |
| DUFFY MICHAEL P | SVP and General Counsel | 16 de abril de 2021 S | 109 472 | 0 | 0 | $0 |
| Istvan Molnar | Chief Medical Officer | 4 de marzo de 2021 A | 58 950 | 0 | 0 | $0 |
| Cesare Orlandi | Chief Medical Officer | 8 de julio de 2019 M | 68 483 | 0 | 0 | $0 |
| Timothy G Healey | SVP, Commercial | 5 de marzo de 2018 A | 85 658 | 0 | 0 | $0 |
| William C. Dawes Jr. | VP, Mfg & Ops | 1 de septiembre de 2017 F | 111 581 | 0 | 0 | $0 |
| Julie Mchugh | Consejero | 9 de junio de 2025 S | 25 962 | 0 | 0 | $0 |
| Mary Anne Heino | Consejero | 2 de junio de 2025 S | 318 650 | 0 | 0 | $0 |
| Phuong Khanh Morrow | Consejero | 14 de mayo de 2025 A | 3 100 | 0 | 0 | $0 |
| Heinz Christoph Maeusli | Consejero | 14 de mayo de 2025 A | 25 877 | 0 | 0 | $0 |
| Gerard Ber | Consejero | 14 de mayo de 2025 A | 23 362 | 0 | 0 | $0 |
| Minnie Baylor-Henry | Consejero | 14 de mayo de 2025 A | 9 881 | 0 | 0 | $0 |
| Gary J Pruden | Consejero | 14 de mayo de 2025 A | 14 613 | 0 | 0 | $0 |
| Julia Marie Eastland | Consejero | 14 de mayo de 2025 A | 3 882 | 0 | 0 | $0 |
| James H Thrall | Consejero | 14 de mayo de 2025 A | 35 744 | 0 | 0 | $0 |
| Sam R Leno | Consejero | 14 de mayo de 2025 A | 63 109 | 0 | 0 | $0 |
| Frederick A Robertson | Consejero | 28 de abril de 2021 A | 51 798 | 0 | 0 | $0 |
| James C Clemmer | Consejero | 3 de marzo de 2020 A | 62 082 | 0 | 0 | $0 |
| Kenneth Pucel | Consejero | 3 de marzo de 2020 A | 21 359 | 0 | 0 | $0 |
| SCHAFFER DERACE L | Consejero | 3 de marzo de 2020 A | 25 089 | 0 | 0 | $0 |
| David F Burgstahler | Consejero | 7 de septiembre de 2017 S | 38 269 | 0 | 0 | $0 |
| Sriram Venkataraman | Consejero | 17 de marzo de 2017 S | 3 442 208 | 0 | 0 | $0 |
| O'Neill Patrick | Consejero | 25 de junio de 2015 A | 14 382 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Lantheus Holdings, Inc., Lantheus Alpha Therapy, LLC ×2 presentaciones | 8 de marzo de 2024 | — | Presentación inicial | — | SEC |
| Lantheus Holdings, Inc. (2) ×2 presentaciones | 23 de junio de 2020 | — | 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 87 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| NEWZ · EA Series Trust | 4,25% | 9 528 NS | 30 de abril de 2026 | N-PORT |
| ZIG · ETF Series Solutions | 3,53% | 13 651 NS | 30 de abril de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,98% | 100 019 SH | 8 de agosto de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 1,06% | 39 443 NS | 30 de abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,81% | 93 500 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,70% | 1 918 552 NS | 31 de mayo de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,59% | 69 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,51% | 5 070 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,44% | 27 120 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,43% | 69 983 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,41% | 592 694 SH | 8 de agosto de 2026 | Diario |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,40% | 6 510 NS | 31 de mayo de 2026 | N-PORT |
| FLOW · Global X Funds | 0,38% | 1 090 NS | 31 de mayo de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,34% | 52 618 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,27% | 90 NS | 29 de mayo de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,26% | 44 326 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,25% | 2 341 NS | 30 de abril de 2026 | N-PORT |
| IJK · iShares Trust | 0,24% | 262 549 SH | 8 de agosto de 2026 | Diario |
| SMMV · iShares Trust | 0,23% | 6 503 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,22% | 375 974 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,21% | 60 817 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,21% | 1 655 615 SH | 8 de agosto de 2026 | Diario |
| XJH · iShares Trust | 0,21% | 8 802 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,21% | 20 436 SH | 8 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,20% | 35 605 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,20% | 862 884 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 105 055 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 12 660 NS | 30 de abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,18% | 2 246 467 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,18% | 242 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,17% | 48 560 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 47 247 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,17% | 28 299 NS | 30 de abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,16% | 7 614 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,16% | 3 076 NS | 31 de mayo de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,15% | 23 934 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,15% | 14 929 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,15% | 2 214 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,14% | 2 291 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,14% | 319 064 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,13% | 7 458 NS | 30 de abril de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,13% | 17 330 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,13% | 212 338 NS | 30 de abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,12% | 102 494 SH | 8 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 27 414 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,11% | 1 098 NS | 30 de abril de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,11% | 195 714 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,11% | 30 300 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,10% | 2 906 SH | 8 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,10% | 320 NS | 31 de mayo de 2026 | N-PORT |