LTH Life Time Group Holdings, Inc. Common Stock
NYSE · Hotels, Restaurants & Leisure · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 30, 2026LTH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Life Time Group Holdings, Inc. Common Stock Descripción general de la empresa de Wikipedia
Life Time, Inc. (formerly Life Time Fitness, Inc.) is a chain of health clubs in the United States and Canada.
History
The company was founded by chairman and chief executive officer, Bahram Akradi. The company was incorporated in 1990 as FCA, Ltd., a Minnesota corporation, and registered the name Life Time Fitness in March of 1992. In 2017, the word "Fitness" was officially dropped from the brand name, and the company became simply Life Time, Inc. The first club opened in Brooklyn Park, Minnesota.
Several locations were added to the Minneapolis–St. Paul area before the chain expanded to suburban communities in other states. As of mid-2021, the locations include over 160 athletic clubs, 3 apartment home residences, and 10 coworking locations. Most Life Time locations are located in exurban or suburban areas in medium to large-sized metropolitan areas, with some locations in central city or inner suburban areas. The oldest facility is in Eagan, Minnesota. In December 2019 they opened up a new facility inside of the Southdale Mall in Edina, Minnesota, replacing the former tenant J.C. Penney.
In addition to its health clubs, the company has created or acquired, as of 2012, more than 200 annual races in the United States. These include the Life Time Tri Series, the Leadville Race Series, the Chequamegon Fat Tire Festival in Hayward, Wisconsin, the Unbound Gravel gravel bicycle race, and the Miami Marathon.
In August 2014, Life Time, a publicly traded company at the time, considered becoming a Real Estate Investment Trust (REIT) in response to pressure from its largest shareholder, Marcato Capital Management. In March 2015, Life Time was acquired by private equity firms TPG Capital and Leonard Green & Partners in a leveraged buyout.
Controversies
Several employees of Life Time Fitness took the firm to court for withholding wages in 2004. In 2009, a court ruled in favor of employees in the case of Baden-Winterwood v. Life Time Fitness Inc., with a judgment that employees must be paid in accordance with federal and state wage-and-hour laws which require overtime pay for hours worked in excess of 40 in a workweek.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
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?
| Métrica | Tendencia a 5 años | LTH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.3promedio 5A ≈-222.8 | ≈-222.8 | 29.2 | Infravalorado | |
| P/S (TTM) | 2.9promedio 5A ≈1.8 | ≈1.8 | 2.9 | Valor razonable | |
| P/C (MRQ) | 2.8promedio 5A ≈1.5 | ≈1.5 | 2.8 | Infravalorado | |
| EV / EBITDA | 13.4promedio 5A ≈4.4 | ≈4.4 | · | · | |
| Precio / FCF (TTM) | -60.6promedio 5A ≈-43.6 | ≈-43.6 | · | · | |
| Precio / Flujo de Caja (TTM) | 10.2promedio 5A ≈-26.6 | ≈-26.6 | 5.8 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 3.5promedio 5A ≈2.6 | ≈2.6 | · | · | |
| EV / FCF | -497.2promedio 5A ≈-53.6 | ≈-53.6 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 2.9promedio 5A ≈3.8 | ≈3.8 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | LTH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 17.3%promedio 5A ≈1.7% | ≈1.7% | 16.1% | En línea | |
| Margen EBITDA (TTM) | 27.2%promedio 5A ≈14.0% | ≈14.0% | 20.1% | De primer nivel | |
| Margen antes de impuestos (TTM) | 17.8%promedio 5A ≈-5.2% | ≈-5.2% | 2.8% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 13.0%promedio 5A ≈-4.4% | ≈-4.4% | 1.5% | De primer nivel | |
| ROA (TTM) | 5.2%promedio 5A ≈-0.25% | ≈-0.25% | 2.5% | De primer nivel | |
| ROE (TTM) | 13.4%promedio 5A ≈-2.7% | ≈-2.7% | 4.1% | De primer nivel | |
| ROIC | 7.9%promedio 5A ≈2.1% | ≈2.1% | 9.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | LTH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.5promedio 5A ≈0.7 | ≈0.7 | -0.6 | Por encima del promedio | |
| Ratio corriente (MRQ) | 0.7promedio 5A ≈0.4 | ≈0.4 | 0.7 | En línea | |
| Quick Ratio (Ratio Rápido) | 0.4promedio 5A ≈0.1 | ≈0.1 | 0.4 | En línea | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.4promedio 5A ≈0.7 | ≈0.7 | -0.6 | Por encima del promedio |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | LTH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 14.3%promedio 5A ≈26.3% | ≈26.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 18.0%promedio 5A ≈25.5% | ≈25.5% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 25.9% | · | · | · | |
| EPS YoY (EPS interanual) | 124.3% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 139.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | LTH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.3 | ≈0.3 | 0.4 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 24.5 | · | 16.0 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 121.8promedio 5A ≈153.1 | ≈153.1 | 21.2 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$57.6K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 3, 2026 | $0.45 | $0.40 | 12.0% |
| 31 de marzo de 2026 | $0.39 | $0.35 | 10.3% | |
| 31 de diciembre de 2025 | $0.54 | $0.36 | 52.0% | |
| 30 de septiembre de 2025 | $0.45 | $0.34 | 32.8% | |
| 30 de junio de 2025 | $0.26 | $0.33 | -22.0% | |
| 31 de marzo de 2025 | $0.34 | $0.26 | 29.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | $948M | $1.90B | |
| Cost of Revenue | $1.57B | $1.39B | $1.18B | · | · | · | · | |
| SG&A Expense | $245M | $221M | $201M | $214M | $481M | $150M | $228M | |
| Operating Expenses | $2.51B | $2.26B | $1.99B | $1.71B | $1.81B | $1.31B | $1.73B | |
| Operating Income | $481M | $357M | $225M | $111M | $-495M | $-359M | $168M | |
| Other Non-op | $94M | $0 | $0 | $-113M | $-225M | $-129M | $-128M | |
| Pretax Income | $494M | $209M | $95M | $-3M | $-720M | $-488M | $40M | |
| Income Tax | $120M | $53M | $19M | $-825.0K | $-140M | $-128M | $10M | |
| Net Income | $374M | $156M | $76M | $-2M | $-579M | $-360M | $30M | |
| EPS (Basic) | $1.71 | $0.77 | $0.39 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| EPS (Diluted) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| Shares (Basic) | 218,031,000 | 201,640,000 | 195,671,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| Shares (Diluted) | 225,495,000 | 211,164,000 | 204,005,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| EBITDA | $778M | $632M | $470M | $340M | $-260M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $205M | $11M | $11M | $26M | $32M | $33M | · | |
| Receivables | $24M | $25M | $24M | $13M | $6M | $5M | · | |
| Inventory | $68M | $60M | $53M | $46M | $41M | $36M | · | |
| Prepaid Expense | $62M | $53M | $58M | $46M | $49M | $87M | · | |
| Other Current Assets | $10M | $13M | $10M | $22M | · | · | · | |
| Current Assets | $386M | $171M | $175M | $131M | $132M | $166M | · | |
| PP&E (Net) | $3.63B | $3.19B | $3.17B | $2.90B | $2.79B | $2.69B | · | |
| PP&E (Gross) | $5.56B | $4.93B | $4.69B | $4.21B | $3.97B | $3.66B | · | |
| Accum. Depreciation | $1.93B | $1.74B | $1.52B | $1.30B | $1.18B | $964M | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.23B | $1.23B | $1.23B | · | |
| Intangibles | $181M | $172M | $172M | $173M | $174M | $164M | · | |
| Other Non-current Assets | $93M | $68M | $76M | $70M | $62M | $53M | · | |
| Total Assets | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Accounts Payable | $90M | $88M | $81M | $74M | $71M | $54M | · | |
| Accrued Liabilities | $214M | $179M | $185M | $154M | $148M | $118M | · | |
| Current Liabilities | $610M | $520M | $557M | $457M | $406M | $443M | · | |
| Capital Leases | $2.56B | $2.38B | $2.27B | $2.16B | $1.91B | $1.74B | · | |
| Deferred Tax | $172M | $85M | $56M | $41M | $55M | $195M | · | |
| Other Non-current Liabilities | $59M | $43M | $37M | $34M | $18M | $26M | · | |
| Total Liabilities | $4.88B | $4.54B | $4.78B | $4.50B | $4.17B | $4.54B | · | |
| Long-term Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | $2.27B | · | |
| Total Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $1M | · | |
| Paid-in Capital | $3.18B | $3.04B | $2.84B | $2.78B | $2.74B | $1.57B | · | |
| Retained Earnings | $-47M | $-421M | $-577M | $-653M | $-651M | $-72M | · | |
| AOCI | $-12M | $-13M | $-7M | $-9M | $-3M | $-3M | · | |
| Stockholders' Equity | $3.13B | $2.61B | $2.25B | $2.12B | $2.09B | $1.48B | $1.75B | |
| Liabilities + Equity | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Shares Outstanding | 221,077,000 | 207,495,000 | 196,671,000 | 194,271,000 | 193,060,000 | 145,196,000 | 141,596,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $296M | $275M | $244M | $229M | $235M | $248M | $220M | |
| Stock-based Comp | $52M | $51M | $50M | $37M | $334M | $0 | $24M | |
| Deferred Tax | $87M | $29M | $15M | $-14M | $-140M | $-100M | $3M | |
| Amort. of Intangibles | $1M | $1M | $1M | $2M | $1M | $4M | $8M | |
| Other Non-cash | $91M | $66M | $84M | $-46M | $157M | · | · | |
| Operating Cash Flow | $871M | $575M | $463M | $201M | $-20M | $-96M | $359M | |
| CapEx | $891M | $525M | $698M | $591M | $329M | $266M | $624M | |
| Investing Cash Flow | $-686M | $-293M | $-574M | $-244M | $-270M | $-6M | $-478M | |
| Stock Issued | $0 | $124M | $0 | $0 | $702M | $90M | $105M | |
| Net Stock Activity | $0 | $124M | $0 | $0 | $702M | · | · | |
| Financing Cash Flow | $19M | $-284M | $116M | $37M | $288M | $87M | $133M | |
| Net Change in Cash | $204M | $-2M | $4M | $-6M | $-2M | $-15M | $14M | |
| Taxes Paid | $27M | $18M | $14M | $11M | $-885.0K | $-32M | $-25M | |
| Free Cash Flow | $-21M | $51M | $-231M | $-390M | $-349M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% | · | · | |
| Net Margin | 12.5% | 6.0% | 3.4% | -0.10% | -44.0% | · | · | |
| Pretax Margin | 16.5% | 8.0% | 4.3% | -0.14% | -54.6% | · | · | |
| EBITDA Margin | 26.0% | 24.1% | 21.2% | 18.6% | -19.7% | · | · | |
| ROA | 4.9% | 2.2% | 1.1% | -0.03% | -9.4% | · | · | |
| ROE | 12.5% | 6.0% | 3.4% | -0.08% | -35.2% | · | · | |
| ROIC | 7.9% | 6.5% | 4.3% | 1.9% | -10.2% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | |
| Quick Ratio | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Debt / Equity | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 | · | · | |
| LT Debt / Equity | 0.5 | 0.6 | 0.8 | 0.8 | 0.8 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.2 | · | · | |
| Inventory Turnover | 24.5 | · | · | · | · | · | · | |
| Receivables Turnover | 121.8 | 107.0 | 118.9 | 183.7 | 233.9 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.14 | $12.58 | $11.46 | $10.93 | $10.83 | · | · | |
| Revenue / Share | $13.28 | $12.41 | $10.87 | $9.42 | $8.48 | · | · | |
| Cash Flow / Share | $3.86 | $2.72 | $2.27 | $1.04 | $-0.13 | · | · | |
| Cash / Share | $0.93 | $0.05 | $0.15 | $0.13 | $0.16 | · | · | |
| EPS (TTM) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.3% | 18.2% | 21.6% | 38.3% | 39.0% | · | · | |
| Revenue CAGR 3Y | 18.0% | 25.8% | 32.7% | · | · | · | · | |
| Revenue CAGR 5Y | 25.9% | · | · | · | · | · | · | |
| EPS YoY | 124.3% | 100.0% | · | · | · | · | · | |
| Net Income YoY | 139.2% | 105.4% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | · | · | |
| Net Income TTM | $374M | $156M | $76M | $-2M | $-579M | · | · | |
| Market Cap | $5.88B | $4.59B | $2.97B | $2.32B | $3.32B | · | · | |
| Enterprise Value | $7.18B | $6.11B | $4.87B | $4.12B | $5.09B | · | · | |
| P/E | 16.0 | 29.9 | 40.8 | -1196.0 | -4.6 | · | · | |
| P/S | 2.0 | 1.8 | 1.3 | 1.3 | 2.5 | · | · | |
| P/B | 1.9 | 1.8 | 1.3 | 1.1 | 1.6 | · | · | |
| P / Tangible Book | 3.4 | 3.8 | 3.5 | 3.2 | 4.9 | · | · | |
| P / Cash Flow | 6.8 | 8.0 | 6.4 | 11.6 | -165.9 | · | · | |
| P / FCF | -280.4 | 90.7 | -12.8 | -6.0 | -9.5 | · | · | |
| EV / EBITDA | 9.2 | 9.7 | 10.4 | 12.1 | -19.6 | · | · | |
| EV / FCF | -342.6 | 120.9 | -21.1 | -10.6 | -14.6 | · | · | |
| EV / Revenue | 2.4 | 2.3 | 2.2 | 2.3 | 3.9 | · | · | |
| Earnings Yield | 6.2% | 3.4% | 2.5% | -0.08% | -21.7% | · | · |
Estado de resultados
| 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 | $866M | $789M | $745M | $783M | $761M | $706M | $663M | $693M | $668M | $597M | $559M | $585M | $562M | $511M | $473M | $496M | |
| Cost of Revenue | $454M | $407M | $379M | $414M | $404M | $371M | $344M | $371M | $356M | $322M | $288M | $319M | $303M | · | · | · | |
| SG&A Expense | $66M | $60M | $65M | $60M | $62M | $58M | $61M | $58M | $53M | $49M | $54M | $52M | $53M | $42M | $38M | $57M | |
| Operating Expenses | $716M | $654M | $616M | $647M | $653M | $598M | $576M | $600M | $563M | $525M | $500M | $538M | $509M | $443M | $428M | $441M | |
| Operating Income | $150M | $135M | $130M | $136M | $108M | $108M | $87M | $94M | $105M | $72M | $59M | $47M | $52M | $67M | $45M | $56M | |
| Other Non-op | $5M | $-16M | $84M | $22M | $13M | $-25M | $37M | $0 | $0 | $-37M | $96M | $-33M | $-32M | $-31M | $-29M | $-28M | |
| Pretax Income | $135M | $119M | $172M | $139M | $100M | $83M | $50M | $58M | $67M | $35M | $24M | $14M | $21M | $36M | $16M | $28M | |
| Income Tax | $33M | $31M | $49M | $37M | $27M | $6M | $13M | $16M | $14M | $10M | $527.0K | $6M | $4M | $9M | $3M | $3M | |
| Net Income | $101M | $88M | $123M | $102M | $72M | $76M | $37M | $41M | $53M | $25M | $24M | $8M | $17M | $27M | $14M | $25M | |
| EPS (Basic) | $0.46 | $0.40 | $0.55 | $0.47 | $0.33 | $0.36 | $0.17 | $0.20 | $0.27 | $0.13 | $0.12 | $0.04 | $0.09 | $0.14 | $0.07 | $0.13 | |
| EPS (Diluted) | $0.45 | $0.39 | $0.55 | $0.45 | $0.32 | $0.34 | $0.17 | $0.19 | $0.26 | $0.12 | $0.11 | $0.04 | $0.08 | $0.14 | $0.08 | $0.12 | |
| Shares (Basic) | 222,626,000 | 221,853,000 | · | 220,063,000 | 219,286,000 | 211,958,000 | · | 202,945,000 | 198,903,000 | 197,498,000 | · | 196,146,000 | 195,476,000 | 194,572,000 | · | 193,918,000 | |
| Shares (Diluted) | 227,337,000 | 227,454,000 | · | 226,007,000 | 225,511,000 | 223,619,000 | · | 214,633,000 | 206,044,000 | 202,756,000 | · | 204,298,000 | 204,821,000 | 202,855,000 | · | 198,381,000 | |
| EBITDA | $233M | $216M | · | $211M | $181M | $179M | · | $163M | $174M | $138M | · | $110M | $111M | $126M | · | $112M |
Balance general
| 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 | $224M | $120M | $205M | $219M | $176M | $59M | $11M | $121M | $35M | $19M | · | $25M | $31M | $35M | · | $107M | |
| Receivables | $26M | $25M | $24M | $24M | $26M | $25M | $25M | $26M | $25M | $23M | · | $19M | $18M | $17M | · | $12M | |
| Inventory | $67M | $67M | $68M | $71M | $66M | $62M | $60M | $59M | $55M | $53M | · | $49M | $48M | $46M | · | $44M | |
| Prepaid Expense | $85M | $80M | $62M | $54M | $65M | $58M | $53M | $41M | $59M | $71M | · | $48M | $50M | $59M | · | $45M | |
| Other Current Assets | $16M | $14M | $13M | $13M | $14M | $16M | $13M | $10M | $14M | $22M | · | $15M | $17M | $19M | · | · | |
| Current Assets | $436M | $323M | $386M | $410M | $368M | $224M | $171M | $269M | $196M | $191M | · | $153M | $153M | $157M | · | $208M | |
| PP&E (Net) | $3.81B | $3.80B | $3.63B | $3.46B | $3.32B | $3.26B | $3.19B | $3.10B | $3.15B | $3.23B | · | $3.07B | $3.03B | $2.96B | · | $2.77B | |
| PP&E (Gross) | · | · | $5.56B | · | · | · | $4.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.93B | · | · | · | $1.74B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | · | $1.24B | $1.24B | $1.24B | · | $1.23B | |
| Intangibles | $181M | $181M | $181M | $181M | $171M | $172M | $172M | $172M | $172M | $172M | · | $172M | $173M | $173M | · | $173M | |
| Other Non-current Assets | $98M | $94M | $93M | $94M | $86M | $77M | $68M | $73M | $76M | $77M | · | $74M | $74M | $73M | · | $65M | |
| Total Assets | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Accounts Payable | $97M | $92M | $90M | $92M | $90M | $84M | $88M | $71M | $78M | $69M | · | $76M | $84M | $65M | · | $73M | |
| Accrued Liabilities | $223M | $226M | $214M | $229M | $198M | $184M | $179M | $196M | $184M | $162M | · | $179M | $170M | $145M | · | $167M | |
| Current Liabilities | $664M | $609M | $610M | $613M | $569M | $523M | $520M | $457M | $442M | $450M | · | $523M | $535M | $476M | · | $457M | |
| Capital Leases | $2.68B | $2.56B | $2.56B | $2.53B | $2.49B | $2.42B | $2.38B | $2.40B | $2.37B | $2.25B | · | $2.25B | $2.22B | $2.19B | · | $2.21B | |
| Deferred Tax | $187M | $182M | $172M | $146M | $105M | $86M | $85M | $78M | $68M | $62M | · | $57M | $47M | $48M | · | $44M | |
| Other Non-current Liabilities | $58M | $55M | $59M | $59M | $69M | $53M | $43M | $42M | $42M | $37M | · | $36M | $36M | $35M | · | $13M | |
| Total Liabilities | $5.06B | $4.89B | $4.88B | $4.84B | $4.73B | $4.58B | $4.54B | $4.62B | $4.76B | $4.79B | · | $4.68B | $4.63B | $4.57B | · | $4.50B | |
| Long-term Debt | $1.50B | $1.50B | $1.51B | $1.51B | $1.52B | $1.52B | $1.54B | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Total Debt | $1.50B | $1.50B | · | $1.51B | $1.52B | $1.52B | · | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $3.16B | $3.18B | $3.18B | $3.16B | $3.15B | $3.09B | $3.04B | $3.03B | $2.87B | $2.86B | · | $2.82B | $2.81B | $2.79B | · | $2.78B | |
| Retained Earnings | $143M | $41M | $-47M | $-170M | $-272M | $-344M | $-421M | $-458M | $-499M | $-552M | · | $-600M | $-608M | $-625M | · | $-667M | |
| AOCI | $-6M | $-9M | $-12M | $-12M | $-9M | $-13M | $-13M | $-8M | $-9M | $-9M | · | $-10M | $-7M | $-9M | · | $-10M | |
| Stockholders' Equity | $3.30B | $3.22B | $3.13B | $2.99B | $2.87B | $2.73B | $2.61B | $2.56B | $2.37B | $2.30B | $2.25B | $2.22B | $2.20B | $2.16B | $2.12B | $2.11B | |
| Liabilities + Equity | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Shares Outstanding | 223,217,000 | 222,447,000 | 221,077,000 | 220,262,000 | 219,902,000 | 217,899,000 | 207,495,000 | 206,613,000 | 199,052,000 | 198,791,000 | 196,671,000 | 196,183,000 | 196,031,000 | 194,998,000 | 194,271,000 | 193,991,000 |
Flujo de Efectivo
| 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 | $83M | $81M | $77M | $75M | $73M | $71M | $70M | $69M | $70M | $66M | $64M | $64M | $58M | $58M | $57M | $56M | |
| Stock-based Comp | $15M | $11M | $7M | $17M | $16M | $12M | $21M | $12M | $11M | $8M | $13M | $15M | $17M | $6M | $4M | $6M | |
| Deferred Tax | $3M | $8M | $27M | $41M | $18M | $1M | $8M | $9M | $7M | $6M | $-1M | $10M | $-469.0K | $6M | $-3M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $300.0K | $400.0K | $300.0K | |
| Other Non-cash | · | $17M | · | · | · | $42M | · | · | · | $-38M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | $210M | $199M | $240M | $251M | $196M | $184M | $163M | $151M | $170M | $90M | $132M | $115M | $142M | $74M | $76M | $45M | |
| CapEx | $263M | $260M | $305M | $222M | $222M | $142M | $136M | $87M | $144M | $157M | $168M | $193M | $166M | $171M | $181M | $157M | |
| Investing Cash Flow | $-61M | $-260M | $-250M | $-205M | $-89M | $-142M | $-131M | $-8M | $4M | $-159M | $-171M | $-144M | $-123M | $-137M | $-206M | $40M | |
| Stock Issued | · | · | $0 | · | · | · | $-393.0K | · | · | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $63M | $11M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-40M | $-20M | $462.0K | $-365.0K | $12M | $7M | $-142M | $-56M | $-162M | $75M | $43M | $24M | $-24M | $72M | $49M | $-39M | |
| Net Change in Cash | $108M | $-82M | $-9M | $45M | $119M | $50M | $-109M | $88M | $13M | $7M | $5M | $-5M | $-4M | $10M | $-82M | $46M | |
| Taxes Paid | $44M | $2M | $2M | $928.0K | $23M | $2M | $5M | $4M | $8M | $2M | $879.0K | $727.0K | $12M | $66.0K | $7M | $2M | |
| Free Cash Flow | · | $-61M | · | · | · | $41M | · | · | · | $-66M | · | · | · | $-96M | · | · |
Rentabilidad
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.3% | 17.1% | · | 17.3% | 14.2% | 15.2% | · | 13.5% | 15.7% | 12.1% | · | 8.0% | 9.3% | 13.2% | · | 11.2% | |
| Net Margin | 11.7% | 11.2% | · | 13.1% | 9.5% | 10.8% | · | 6.0% | 7.9% | 4.2% | · | 1.4% | 3.0% | 5.4% | · | 5.0% | |
| Pretax Margin | 15.5% | 15.1% | · | 17.8% | 13.1% | 11.7% | · | 8.3% | 10.0% | 5.8% | · | 2.4% | 3.6% | 7.1% | · | 5.7% | |
| EBITDA Margin | 26.9% | 27.3% | · | 26.9% | 23.8% | 25.3% | · | 23.5% | 26.1% | 23.1% | · | 18.9% | 19.7% | 24.6% | · | 22.6% | |
| ROA | 1.3% | 1.1% | · | 1.4% | 0.98% | 1.1% | · | 0.59% | 0.76% | 0.36% | · | 0.12% | 0.26% | 0.42% | · | 0.39% | |
| ROE | 3.3% | 3.0% | · | 3.7% | 2.8% | 3.0% | · | 1.7% | 2.3% | 1.1% | · | 0.37% | 0.79% | 1.3% | · | 1.5% | |
| ROIC | 2.4% | 2.1% | · | 2.2% | 1.8% | 2.3% | · | 1.6% | 2.0% | 1.2% | · | 0.66% | 1.1% | 1.3% | · | 1.3% |
Liquidez y Solvencia
| 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 | 0.7 | 0.5 | · | 0.7 | 0.6 | 0.4 | · | 0.6 | 0.4 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.5 | |
| Quick Ratio | 0.4 | 0.2 | · | 0.4 | 0.4 | 0.2 | · | 0.3 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.3 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | |
| LT Debt / Equity | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 |
Eficiencia
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 6.8 | 6.3 | · | 6.4 | 6.7 | 6.4 | · | 6.9 | 6.9 | · | · | · | · | · | · | · | |
| Receivables Turnover | 33.2 | 31.5 | · | 30.9 | 29.8 | 29.7 | · | 30.5 | 30.8 | 30.1 | · | 37.2 | 39.2 | 38.6 | · | 48.2 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.79 | $14.47 | · | $13.55 | $13.05 | $12.55 | · | $12.40 | $11.89 | $11.58 | · | $11.30 | $11.23 | $11.09 | · | $10.85 | |
| Revenue / Share | $3.81 | $3.47 | · | $3.46 | $3.38 | $3.16 | · | $3.23 | $3.24 | $2.94 | · | $2.86 | $2.74 | $2.52 | · | $2.50 | |
| Cash Flow / Share | · | $0.87 | · | · | · | $0.82 | · | · | · | $0.45 | · | · | · | $0.37 | · | · | |
| Cash / Share | $1.00 | $0.54 | · | $0.99 | $0.80 | $0.27 | · | $0.59 | $0.17 | $0.09 | · | $0.13 | $0.16 | $0.18 | · | $0.55 | |
| EPS (TTM) | $1.84 | $1.71 | · | $1.28 | $1.02 | $0.96 | · | $0.68 | $0.53 | $0.35 | · | $0.34 | $0.42 | $0.33 | · | $-1.81 |
Valoración (TTM)
| 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 | $3.18B | $3.08B | · | $2.91B | $2.82B | $2.73B | · | $2.52B | $2.41B | $2.30B | · | $2.13B | $2.04B | $1.94B | · | $1.71B | |
| Net Income TTM | $415M | $386M | · | $288M | $227M | $207M | · | $143M | $109M | $74M | · | $66M | $83M | $64M | · | $-320M | |
| Market Cap | $9.12B | $5.99B | · | $6.08B | $6.67B | $6.58B | · | $5.05B | $3.75B | $3.09B | · | $2.98B | $3.86B | $3.11B | · | $1.89B | |
| Enterprise Value | $10.39B | $7.38B | · | $7.37B | $8.01B | $8.04B | · | $6.58B | $5.56B | $5.08B | · | $4.84B | $5.68B | $4.97B | · | $3.57B | |
| P/E | 22.2 | 15.8 | · | 21.6 | 29.7 | 31.5 | · | 35.9 | 35.5 | 44.3 | · | 44.7 | 46.8 | 48.4 | · | -5.4 | |
| P/S | 2.9 | 1.9 | · | 2.1 | 2.4 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.4 | 1.9 | 1.6 | · | 1.1 | |
| P/B | 2.8 | 1.9 | · | 2.0 | 2.3 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.3 | 1.8 | 1.4 | · | 0.9 | |
| P / Tangible Book | 4.8 | 3.3 | · | 3.9 | 4.6 | 5.0 | · | 4.4 | 3.9 | 3.4 | · | 3.7 | 4.9 | 4.1 | · | 2.7 | |
| P / Cash Flow | · | 30.1 | · | · | · | 35.8 | · | · | · | 34.1 | · | · | · | 41.9 | · | · | |
| EV / Revenue | 3.3 | 2.4 | · | 2.5 | 2.8 | 2.9 | · | 2.6 | 2.3 | 2.2 | · | 2.3 | 2.8 | 2.6 | · | 2.1 | |
| Earnings Yield | 4.5% | 6.3% | · | 4.6% | 3.4% | 3.2% | · | 2.8% | 2.8% | 2.3% | · | 2.2% | 2.1% | 2.1% | · | -18.6% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B |
| Margen Operativo % | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% |
| Beneficio neto | $374M | $156M | $76M | $-2M | $-579M |
| EPS Diluido | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 |
| Ratio corriente | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 |
| Ratio Rápido | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-21M | $51M | $-231M | $-390M | $-349M |
Propietarios institucionales (13F) 394 declarantes · $8.2B total · A fecha de 30 de septiembre 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 |
|---|---|---|---|---|
| 98 (+13 vs trimestre anterior) | 40 (+1 vs trimestre anterior) | 133 (+18 vs trimestre anterior) | 106 (+19 vs trimestre anterior) | +6.8M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $925 478 141 | 22 661 071 | 11,28% | Acciones |
| Leonard Green & Partners, L.P. | $450 371 391 | 11 027 703 | 5,49% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $374 945 371 | 9 180 614 | 4,57% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370 577 708 | 9 073 891 | 4,52% | Acciones |
| VANGUARD GROUP INC | $362 651 166 | 13 643 761 | 4,42% | Acciones |
| Atairos Group, Inc. | $358 166 800 | 8 770 000 | 4,37% | Acciones |
| TPG GP A, LLC | $322 428 124 | 7 894 910 | 3,93% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $270 414 382 | 6 621 312 | 3,30% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $257 631 381 | 6 308 310 | 3,14% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $244 846 173 | 5 995 254 | 2,99% | Acciones |
| STATE STREET CORP | $241 771 309 | 5 919 677 | 2,95% | Acciones |
| AMERIPRISE FINANCIAL INC | $226 880 150 | 5 491 146 | 2,77% | Acciones |
| Invesco Ltd. | $159 237 652 | 3 899 061 | 1,94% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $156 918 834 | 3 841 554 | 1,91% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $150 858 319 | 3 693 885 | 1,84% | Acciones |
| Driehaus Capital Management LLC | $117 000 556 | 2 864 852 | 1,43% | Acciones |
| GOLDMAN SACHS GROUP INC | $116 803 175 | 2 860 019 | 1,42% | Acciones |
| MORGAN STANLEY | $114 415 131 | 2 801 545 | 1,39% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $111 218 102 | 2 723 264 | 1,36% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $105 366 587 | 2 579 985 | 1,28% | Acciones |
| Hood River Capital Management LLC | $104 130 524 | 2 549 719 | 1,27% | Acciones |
| LOOMIS SAYLES & CO L P | $99 959 739 | 2 447 594 | 1,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $97 110 087 | 2 377 818 | 1,18% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $94 554 000 | 2 315 220 | 1,15% | Acciones |
| Fisher Asset Management, LLC | $86 857 162 | 2 126 767 | 1,06% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $83 424 276 | 2 042 710 | 1,02% | Acciones |
| Select Equity Group, L.P. | $70 623 795 | 1 729 280 | 0,86% | Acciones |
| Woodline Partners LP | $69 072 079 | 1 691 285 | 0,84% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66 551 761 | 1 629 573 | 0,81% | Acciones |
| NORTHERN TRUST CORP | $65 967 259 | 1 615 261 | 0,80% | Acciones |
| JPMORGAN CHASE & CO | $63 245 830 | 1 524 003 | 0,77% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $62 291 455 | 1 525 256 | 0,76% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $57 379 097 | 1 404 973 | 0,70% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $57 079 045 | 1 397 626 | 0,70% | Acciones |
| KR Capital LP | $53 850 154 | 1 318 564 | 0,66% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $53 613 648 | 1 312 773 | 0,65% | Acciones |
| TWO SIGMA ADVISERS, LP | $51 998 454 | 1 956 300 | 0,63% | Acciones |
| VR Advisory Services Ltd | $49 890 021 | 1 221 597 | 0,61% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $48 584 081 | 1 189 620 | 0,59% | Acciones |
| UBS Group AG | $46 930 102 | 1 149 121 | 0,57% | Acciones |
| Granahan Investment Management, LLC | $44 253 693 | 1 083 587 | 0,54% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $41 560 785 | 1 017 649 | 0,51% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $41 343 598 | 1 012 331 | 0,50% | Acciones |
| EMERALD ADVISERS, LLC | $39 675 652 | 971 490 | 0,48% | Acciones |
| CITADEL ADVISORS LLC | $38 670 252 | 946 872 | 0,47% | Acciones |
| Bank of New York Mellon Corp | $37 911 827 | 928 301 | 0,46% | Acciones |
| PointState Capital LP | $37 077 819 | 907 880 | 0,45% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34 131 202 | 1 266 934 | 0,42% | Acciones |
| BRAUN STACEY ASSOCIATES INC | $31 878 479 | 780 570 | 0,39% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $31 256 241 | 765 334 | 0,38% | Acciones |
Activistas y propietarios del %+ 5 13 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 |
|---|---|---|---|---|---|
| Green LTF Holdings II LP, Green Equity Investors VI, L.P., Green Equity Investors Side VI, L.P., LGP Associates VI-A LLC, LGP Associates VI-B LLC, GEI Capital VI, LLC, Green VI Holdings, LLC, Leonard Green & Partners, L.P., LGP Management Inc., Peridot Coinvest Manager LLC ×9 presentaciones | 12 de agosto de 2026 | 2,60% | Enmienda | · | SEC |
| JSS LTF Holdings Ltd, Colwood Investment Holding Inc., JSS Private Investments Fund I, JSS Private Equity Investments Fund GP S.a.r.l, J. Safra Sarasin Fund Management (Luxembourg) S.A., J. Safra Sarasin Asset Management (Europe) Limited, J. Safra Sarasin Holding AG, J. Safra Holdings Luxembourg S.a.r.l., JS International Holdings Limited ×2 presentaciones | 30 de julio de 2026 | 1,50% | Enmienda | · | SEC |
| TPG GP A, LLC, James G. Coulter, Jon Winkelried ×8 presentaciones | 26 de mayo de 2026 | 4,30% | Enmienda | · | SEC |
| Partners Group Private Equity (Master Fund), LLC, Partners Group Private Equity II, LLC, Partners Group Access 83 PF LP, Partners Group Series Access II, LLC, Series 61 ×3 presentaciones | 5 de marzo de 2025 | 1,10% | Enmienda | Estructura de capital | SEC |
| Bahram Akradi ×2 presentaciones | 3 de marzo de 2025 | 7,30% | Enmienda | Estructura de capital | SEC |
| BEVCO LUX S.A.R.L., USD BEVCO S.A.R.L., SNI INTERNATIONAL HOLDINGS S.A.R.L., AGUILA LTD. | 31 de diciembre de 2024 | 4,40% | Presentación inicial | Campaña de la junta directiva | SEC |
| LifeCo LLC, Aguila Ltd. ×2 presentaciones | 29 de octubre de 2024 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| MSD Capital, L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell, Gregg R. Lemkau, Marc R. Lisker ×3 presentaciones | 6 de agosto de 2024 | · | Presentación inicial | · | SEC |
| SLT Investors, LLC, Simon Property Group, L.P., Simon Property Group, Inc. ×2 presentaciones | 28 de mayo de 2024 | · | Presentación inicial | · | SEC |
| Teacher Retirement System of Texas ×2 presentaciones | 14 de abril de 2023 | · | Presentación inicial | · | SEC |
| TPG Group Holdings (SBS) Advisors, Inc., TPG Advisors VII, Inc., David Bonderman, James G. Coulter | 22 de octubre de 2021 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| MSD Capital , L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell | 22 de octubre de 2021 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| LNK Partners III, LP, LNK Life Time Fund, LP, LNK Partners III (Parallel), LP, LNK GenPar III, LP, LNK Life Time GenPar, LP, LNK MGP III, LLC, David A. Landau | 22 de octubre de 2021 | · | Presentación inicial | Campaña de la junta directiva | 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.
Informantes de la empresa 19 insiders · 5 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Erik Weaver | EVP & Chief Financial Officer | 31 de julio de 2026 M | 88 918 | 0 | 5 | $-3 058 761 |
| Robert P. Houghton | EVP & CHIEF FINANCIAL OFFICER | 9 de agosto de 2023 P | 4 775 | 0 | 0 | $0 |
| Jeffrey G Zwiefel | PRESIDENT & COO | 12 de octubre de 2023 F | 105 857 | 0 | 0 | $0 |
| Ritadhwaja Jebens Singh | EVP & CHIEF DIGITAL OFFICER | 11 de septiembre de 2026 M | 138 351 | 0 | 7 | $-11 903 442 |
| Parham Javaheri | EVP &PRESIDENT CLUB OPERATIONS | 31 de julio de 2026 S | 183 371 | 0 | 3 | $-5 142 691 |
| John G Danhakl | Consejero | 28 de agosto de 2026 J | 2 175 566 | 0 | 6 | $-736 283 555 |
| John Kristofer Galashan | Consejero | 26 de agosto de 2026 S | 3 029 450 | 0 | 6 | $-736 283 555 |
| Jimena Almendares | Consejero | 10 de junio de 2026 S | 36 983 | 0 | 1 | $-1 363 385 |
| Rachael A. Wagner | Consejero | 20 de mayo de 2026 A | 5 429 | 0 | 0 | $0 |
| Stuart G. Lasher | Consejero | 7 de mayo de 2026 M | 71 058 | 0 | 1 | $-1 621 000 |
| Jonathan J Coslet | Consejero | 30 de abril de 2026 A | 7 273 | 0 | 0 | $0 |
| Donna Coallier | Consejero | 22 de abril de 2026 A | 41 046 | 0 | 0 | $0 |
| Jennifer S. Pomerantz | Consejero | 22 de abril de 2026 A | 11 983 | 0 | 0 | $0 |
| Joel Alsfine | Consejero | 22 de abril de 2026 A | 15 648 | 0 | 0 | $0 |
| JSS LTF HOLDINGS LTD | Propietario del 10% | 12 de octubre de 2021 C | 3 378 564 | 0 | 0 | $0 |
| Bahram Akradi | · | 31 de julio de 2026 G | 11 484 792 | 0 | 2 | $-19 735 329 |
| Eric J Buss | · | 31 de julio de 2026 M | 474 008 | 0 | 4 | $-34 358 296 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | · | 5 de abril de 2023 P | 5 203 581 | 0 | 0 | $0 |
| Thomas E Bergmann | · | 22 de marzo de 2022 A | 109 682 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 56 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 |
|---|---|---|---|---|
| PSCD · Invesco Exchange-Traded Fund Trust … | 3,42% | 19 203 SH | 2 de octubre de 2026 | Diario |
| PEZ · Invesco Exchange-Traded Fund Trust | 2,77% | 14 852 SH | 2 de octubre de 2026 | Diario |
| PEJ · Invesco Exchange-Traded Fund Trust | 2,72% | 238 688 SH | 2 de octubre de 2026 | Diario |
| RSMC · Tidal Trust III | 2,09% | 353 686 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,70% | 89 899 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,49% | 131 633 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,40% | 23 364 SH | 2 de octubre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,40% | 1 051 NS | 31 de julio de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 38 129 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,36% | 120 363 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,35% | 1 130 077 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,34% | 537 019 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,33% | 100 884 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,29% | 5 563 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,28% | 506 242 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,27% | 76 664 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,22% | 50 243 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,21% | 70 148 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 26 990 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 711 649 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,20% | 3 749 391 SH | 11 de septiembre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,20% | 96 576 SH | 2 de octubre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,19% | 91 258 SH | 19 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,18% | 68 917 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,18% | 843 022 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 1 915 327 SH | 19 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,16% | 271 653 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 69 451 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 86 855 SH | 2 de octubre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 7 538 SH | 2 de octubre de 2026 | Diario |
| ESML · iShares Trust | 0,11% | 75 939 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,09% | 10 566 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1 762 595 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3 318 756 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,06% | 9 953 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,05% | 181 373 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 478 795 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 23 300 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 83 690 SH | 11 de septiembre de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 9 149 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,02% | 55 087 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 6 484 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 4 596 118 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 120 692 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 12 048 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 32 299 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 43 903 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 195 797 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 36 839 SH | 10 de septiembre de 2026 | Diario |
| IJR · iShares Trust | · | 9 367 277 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 1 046 238 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 385 238 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 1 296 237 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 21 222 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 7 154 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 41 645 SH | 11 de septiembre de 2026 | Diario |
LTH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
14 analistas · 2026-09-29Objetivo medio $56.07 +36,8%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LTH | $5.88B | 16.0 | 14.3% | 12.5% | 12.5% | · |
| MTN | · | 36.3 | -4.3% | 5.2% | 44.4% | · |
| PLNT | · | · | 12.1% | 16.6% | -62.8% | · |
| PRKS | · | 11.9 | -3.6% | 10.1% | -40.5% | · |
| PRSU | $943M | 42.1 | 23.4% | 5.0% | 4.1% | · |
| FUN | $1.56B | -1.0 | 14.4% | -51.6% | -137.6% | · |
| LUCK | · | -23.9 | 3.7% | -2.9% | 9.4% | · |
| XPOF | · | -5.6 | -20.7% | -348.8% | 15.9% | · |
| PLAY | $708M | -14.5 | -1.4% | -2.3% | -37.8% | · |
| PUSA | · | · | · | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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