MNRO Monro, Inc. - Common Stock
Acerca de Monro, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
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Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
The company operates under several regional brands, including Monro Auto Service & Tire Centers, Mr. Tire Auto Service Centers, Tread Quarters Discount Tire Auto Service Centers, Autotire Car Care Centers, Ken Towery's Tire & AutoCare, Tire Warehouse Tires for Less, and Tire Barn Warehouse.
Company history
Early history
The company was founded by Charles J. August in 1957, originally as a franchise of another company, Midas Muffler.
In the mid-1960s, August decided that his muffler shops should offer an expanded list of services. In 1966, he discontinued his affiliation with Midas Muffler and launched a new muffler service company under the name Monro Muffler with his brother, Burton S. August, and Sheldon Lane. August named the new company after Monroe County, New York, but without the "e" at the end of the name. August added brake services several years later and renamed the company, Monro Muffler Brake, Inc.
Monro began a deliberate course of prudent expansion, arriving at 20 stores by 1977. The company had a warehouse on West Henrietta Road. By the end of 1979, it had about 43 stores in New York. From this warehouse, drivers would load the trucks and deliver to all the 43 stores throughout New York.
Public company
By the 1980s, Monro instituted a more aggressive expansion program when the company began to make a number of large acquisitions. By the mid-1980s, there were 59 stores which generated $21 million in sales annually. Most of those locations were in upstate New York.
In 1984, the company's founder, Charles J. August sold his controlling interest in Monro Muffler and Brake to a New York City-based investors group headed by Donald Glickman and Peter J. Solomon. There were 59 stores at this point. August remained on the company's board of directors until 2002.
In 1991, Monro Muffler made its initial public offering. Monro's shares began to be publicly traded on NASDAQ under the symbol "MNRO". By this time, the company has grown to 143 locations. In the mid-90s, Monro aggressive expansion campaign under CEO Larry Day that doubled the size of the company. However, he unexpectedly left in 1998 and was replaced by Robert G. Gross. In September 1998, the company purchased all 205 Speedy Muffler King locations within the United States from Speedy Muffler King, Inc. of Toronto, Canada. Despite the industry's positive reaction to the deal, Monro struggled financially in 1999, partially due to difficulties from the acquisition.
Expansion into tire business
Monro expanded into the tire business during the 2000s. In 2002, it acquired Kimmel Automotive Inc, and its 34 Kimmel Tire & Auto and Tread Quarters stores in Maryland and Virginia. In 2004, Monro purchased five Rice Tires locations and 26 Mr. Tire stores, followed by another 10 stores in 2005. In November 2005, Monro acquired a 13% stake in the 101-store Strauss Discount Auto chain, with options to acquire buy the rest of the company by April 2007. However, by August 2006, Strauss had declared bankruptcy and Monro chose not to exercise its purchase option.
In 2006, Monro obtained 75 ProCare shops from bankruptcy, converting 44 to Monro Muffler Brake & Service centers and 31 to Mr. Tire outlets; the shops had previously been owned by Standard Oil of Ohio and BP prior to their bankruptcy. It acquired Valley Forge Tire & Auto Centers, based in Valley Forge, Pennsylvania, and Craven Tire & Auto, based in Baileys Crossroads, Virginia, in 2007. The purchases added 19 retail stores to Monro’s portfolio, all of which were rebranded under the Mr. Tire name. That August, Gross was also named chairman of the company. In 2009, Monro also purchased 26 Autotire Car Care Centers for $10 million as well as 46 Tire Warehouse Central stores for $34 million.
In 2010, Monro acquired Import Export Tire Co., a five-store tire and auto repair chain in the Pittsburgh, Pennsylvania metro region, and Courthouse Tire, a three-store tire and undercar care facilities in the Fredericksburg, Virginia. In June 2011, the company purchased 24 Vespia Tire Center locations in New Jersey and Pennsylvania. Monro also bought six Terry’s Tire Town stores in October, turning them into Monro Muffler Brake locations.
In March 2012, the company acquired the Norfolk, Virginia-based Kramer Tire Co., which operated 20 retail locations, two wholesale tire centers, and two truck tire centers at the time. Later that year, it bought 18 Colony Tire retail stores in North Carolina and Virginia in exchange for the Kramer assets. Gross was appointed executive chairman and president John Van Heel was named CEO starting in October. In November 2012, Monro acquired Tire Barn Warehouse, which operated 32 stores in Illinois, Indiana and Tennessee. At the time, it was considered the 34th largest independent tire dealer chain in the U.S. In December, it purchased Enger Auto Service & Tires, Tire King Complete Car Care, and Ken Towery's Tire & AutoCare, a 27-store chain based in Kentucky and Indiana.
By May 2013, Monro carried 937 stores in 22 states. It bought the 10-store Curry's Auto Service chain in the Washington D.C. metro area in July. In November, Monro bought four of the eight S&S Tire & Auto Service Centers based in Lexington, Kentucky and six Carl King Tire stores in Delaware and Maryland.
Monro entered three new states with acquisitions in 2014. It bought nine Lentz USA Automotive Service Centers and eight Ken Rock Tire stores in Michigan. It then acquired nine Wood & Fullerton stores in Atlanta, Georgia, and re-bannered them under the Mr. Tire name. Monro acquired 35 Tire Choice & Total Car Care stores in Florida, then continued into 2015 by buying the nine-store Gold Coast Tire & Auto Center and eight-store Martino Tire & Service Center chains. These stores were reopened under the Tire Choice banner. In May, Monro announced the acquisition of the Car-X brand, and would continue to operate all of its 146 locations, across 10 states, as a franchise. That summer, it also completed the acquisition of four Windsor Tire stores in Massachusetts and 27 Kost Tire and Auto Care stores in New York.
In 2016, Monro purchased Clark Tire & Auto Inc., which operated 26 stores in North Carolina. It also acquired 11 additional stores owned by six independent tire dealers from Georgia, Minnesota, Michigan, New Hampshire, and Florida. The company announced in June 2017 that Brett Ponton was named president and chief executive officer.
Monro, Inc.
In August 2017, the company announced it had changed its name from Monro Muffler Brake Inc. to Monro Inc. in order to better reflect its range of services. This change also coincided with Monro's 60th anniversary, the retirement of Gross, and its crossing of the $1 billion sales mark earlier that year. The company continued making purchases when it acquired 35 stores from 12 sellers between April 2017 and February 2018. Another 52 stores were acquired between April 2018 and February 2019.
Monro serviced 6.2 million vehicles in 2019 and posted record sales of $1.2 billion, record net income of $79 million, and earnings of $2.41 per share. The company also consolidated its retail brands, including service brands Monro and Car-X; tire brands Mr. Tire, Tire Choice, Tread Quarters, Ken Towery, and AutoTire; and tire and alignment brands Tire Warehouse Tires for Less and Tire Barn Warehouse.
In March 2019, Monro entered the California market with the acquisition of 40 Certified Tire and Service Center locations in San Francisco, San Diego, and Los Angeles. It also acquired Skip's Tire & Auto Repair Centers and Lloyd's Tire & Auto Care. In addition, the company acquired 20 stores in Louisiana, including Allied Discount Tire, Atlas Tire & Auto, Scotty's Tire & Auto, Twin Tire & Automotive, and T-Boys Tire and Auto, and the 14 Superior Tire stores in Nevada and Idaho, bringing Monro's store total to 1,288 in 32 states.
Ponton left the company in August 2020, resulting in chairman Robert Mellor taking over as interim CEO. Activist investor Ides Capital suggested that Monro's lack of diversity on its board and workforce was limiting the company's future growth. The company announced the acquisition of Mountain View Tire & Service, Inc. in March 2021, including 30 California-based stores. It also hired Michael Broderick as president and CEO. In May 2022, it sold the Tires Now distribution brand to American Tire Distributors for $105 million. At the time, Tires Now operated seven facilities across the southeast, servicing more than 3,500 wholesale customers.
In April 2025, the company replaced Broderick with Peter Fitzsimmons, who was given a mandate from the board of directors to execute a performance improvement plan for the company. On the same day, Monro was hit with a class action lawsuit over a data breach that had been first disclosed in March. After reporting a 4.9% decrease in sales, Monro announced in May 2025 that it will close 145 underperforming stores.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
MNRO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
MNRO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 2 de junio de 2026 | $0,2800 |
| 24 de febrero de 2026 | $0,2800 |
| 2 de diciembre de 2025 | $0,2800 |
| 26 de agosto de 2025 | $0,2800 |
| 3 de junio de 2025 | $0,2800 |
| 25 de febrero de 2025 | $0,2800 |
| 3 de diciembre de 2024 | $0,2800 |
| 27 de agosto de 2024 | $0,2800 |
| 4 de junio de 2024 | $0,2800 |
| 7 de marzo de 2024 | $0,2800 |
| 7 de diciembre de 2023 | $0,2800 |
| 21 de agosto de 2023 | $0,2800 |
| 2 de junio de 2023 | $0,2800 |
| 7 de marzo de 2023 | $0,2800 |
| 5 de diciembre de 2022 | $0,2800 |
| 22 de agosto de 2022 | $0,2800 |
| 3 de junio de 2022 | $0,2800 |
| 8 de marzo de 2022 | $0,2600 |
| 6 de diciembre de 2021 | $0,2600 |
| 20 de agosto de 2021 | $0,2600 |
MNRO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 36,4%
- Compra 3 27,3%
- Mantener 4 36,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-23Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $-0.16 | $-0.06 | — |
| 30 de junio de 2026 | $-0.09 | $0.01 | -0.10% |
| 31 de marzo de 2026 | $-0.16 | $-0.06 | -0.10% |
| 31 de diciembre de 2025 | $0.16 | $0.14 | 0.02% |
| 30 de septiembre de 2025 | $0.21 | $0.18 | 0.03% |
| 30 de junio de 2025 | $0.22 | $0.15 | 0.07% |
| 31 de marzo de 2025 | $-0.09 | $0.03 | -0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MNRO | $621M | 515.7 | -3.2% | 0.19% | 0.36% | 35.0% |
| SAH | — | 18.1 | 6.5% | 0.78% | 11.3% | 15.7% |
| APC | — | — | — | — | — | — |
| CWH | — | 1.7 | 4.4% | -1.4% | -32.4% | — |
| ARKO | $503M | 30.3 | -12.5% | 0.30% | 8.4% | — |
| EVGO | — | — | — | — | — | — |
| RDNW | — | -4.0 | -10.5% | -4.8% | 609.3% | 27.5% |
| ONEW | — | 5.6 | 5.6% | -6.1% | -34.3% | — |
| CANG | — | — | — | — | — | — |
| PRTS | $35M | -0.6 | -7.0% | -9.2% | -72.8% | 32.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.16B | $1.20B | $1.28B | $1.33B | $1.36B | $1.13B | $1.26B | $1.20B | $1.13B | $1.02B | |
| Gross Profit | $405M | $418M | $452M | $456M | $482M | $395M | $477M | $465M | $436M | $397M | |
| Operating Income | $20M | $13M | $71M | $80M | $101M | $72M | $102M | $127M | $127M | $116M | |
| Other Non-op | $304.0K | $446.0K | $460.0K | $593.0K | $618.0K | $188.0K | $785.0K | $630.0K | $454.0K | $628.0K | |
| Pretax Income | $3M | $-6M | $52M | $57M | $77M | $44M | $74M | $100M | $103M | $97M | |
| Income Tax | $927.0K | $-731.0K | $14M | $18M | $16M | $10M | $16M | $21M | $40M | $36M | |
| Net Income | $2M | $-5M | $38M | $39M | $62M | $34M | $58M | $80M | $64M | $62M | |
| EPS (Basic) | $0.03 | $-0.22 | $1.18 | $1.20 | $1.82 | $1.02 | $1.73 | $2.41 | $1.94 | $1.88 | |
| EPS (Diluted) | $0.03 | $-0.22 | $1.18 | $1.20 | $1.81 | $1.01 | $1.71 | $2.37 | $1.92 | $1.85 | |
| Shares (Basic) | 30,002,000 | 29,937,000 | 30,903,000 | 32,144,000 | 33,527,000 | 33,329,000 | 33,246,000 | 32,980,000 | 32,767,000 | 32,413,000 | |
| Shares (Diluted) | 30,002,000 | 29,937,000 | 31,894,000 | 32,653,000 | 34,038,000 | 33,876,000 | 33,953,000 | 33,675,000 | 33,341,000 | 33,301,000 | |
| EBITDA | $82M | $82M | $144M | $157M | $182M | $150M | $167M | $182M | $177M | $161M |
Balance general 28
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $15M | $21M | $7M | $5M | $8M | $30M | $345M | $6M | $2M | $9M | |
| Inventory | $155M | $181M | $154M | $147M | $166M | $162M | $187M | $171M | $152M | $143M | |
| Prepaid Expense | $52M | $59M | $81M | $93M | $56M | $48M | $41M | $42M | $37M | $33M | |
| Other Current Assets | $12M | $19M | $30M | $32M | $16M | $16M | $24M | $28M | $21M | $18M | |
| Current Assets | $237M | $277M | $253M | $258M | $246M | $267M | $596M | $240M | $207M | $199M | |
| PP&E (Net) | $242M | $259M | $280M | $305M | $315M | $327M | $329M | $313M | $417M | $395M | |
| PP&E (Gross) | $642M | $693M | $725M | $732M | $729M | $710M | $683M | $640M | $768M | $713M | |
| Accum. Depreciation | $400M | $434M | $445M | $427M | $414M | $383M | $354M | $328M | $351M | $318M | |
| Goodwill | $736M | $736M | $736M | $736M | $777M | $690M | $672M | $672M | $523M | $502M | |
| Intangibles | $8M | $10M | $13M | $17M | $27M | $26M | $30M | $51M | $49M | $54M | |
| Other Non-current Assets | $16M | $17M | $19M | $29M | $20M | $18M | $21M | $13M | $11M | $11M | |
| Total Assets | $1.57B | $1.64B | $1.69B | $1.78B | $1.87B | $1.81B | $2.05B | $1.31B | $1.22B | $1.19B | |
| Accounts Payable | $314M | $323M | $252M | $262M | $132M | $112M | $100M | $104M | $85M | $79M | |
| Current Liabilities | $518M | $524M | $455M | $449M | $322M | $291M | $255M | $218M | $194M | $186M | |
| Capital Leases | $156M | $168M | $182M | $191M | $193M | $178M | $171M | $238M | $227M | $213M | |
| Deferred Tax | $38M | $37M | $37M | $30M | $29M | $20M | $10M | · | · | · | |
| Other Non-current Liabilities | $11M | $10M | $11M | $11M | $11M | $17M | $13M | $13M | $14M | $15M | |
| Total Liabilities | $977M | $1.02B | $1.04B | $1.08B | $1.09B | $1.06B | $1.32B | $613M | $590M | $604M | |
| Long-term Debt | $60M | $61M | $102M | $105M | $176M | $190M | $566M | $138M | $148M | $182M | |
| Total Debt | $60M | $61M | $102M | $105M | $176M | $190M | $566M | $138M | $148M | $182M | |
| Common Stock | $401.0K | $401.0K | $400.0K | $400.0K | $399.0K | $398.0K | $396.0K | $395.0K | $392.0K | $390.0K | |
| Paid-in Capital | $262M | $259M | $254M | $251M | $245M | $238M | $230M | $220M | $200M | $192M | |
| Retained Earnings | $582M | $615M | $655M | $654M | $651M | $624M | $620M | $592M | $539M | $499M | |
| Treasury Stock | $250M | $250M | $250M | $206M | $109M | $109M | $109M | $109M | $107M | $106M | |
| AOCI | $-3M | $-3M | $-3M | $-4M | $-4M | $-5M | $-7M | $-5M | $-4M | $-3M | |
| Stockholders' Equity | $591M | $621M | $657M | $695M | $783M | $750M | $734M | $700M | $628M | $581M | |
| Liabilities + Equity | $1.57B | $1.64B | $1.69B | $1.78B | $1.87B | $1.81B | $2.05B | $1.31B | $1.22B | $1.19B | |
| Shares Outstanding | 40,125,000 | 40,068,000 | 40,017,000 | 39,966,000 | 39,907,000 | 39,848,000 | 39,645,000 | 39,511,000 | 39,166,000 | 39,012,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $62M | $69M | $72M | $77M | $81M | $77M | $65M | $56M | $49M | $45M | |
| Stock-based Comp | $4M | $5M | $4M | $6M | $4M | $2M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $876.0K | $139.0K | $9M | $4M | $14M | $11M | $11M | $13M | $15M | $11M | |
| Amort. of Intangibles | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | |
| Restructuring | $11M | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $2M | $63M | $2M | $89M | $13M | $60M | $-17M | $1M | $-10M | $10M | |
| Operating Cash Flow | $70M | $132M | $125M | $215M | $174M | $185M | $121M | $153M | $121M | $130M | |
| CapEx | $32M | $26M | $25M | $39M | $28M | $52M | $56M | $44M | $39M | $35M | |
| Investing Cash Flow | $-1M | $-1M | $-2M | $27M | $-110M | $-66M | $-159M | $-106M | $-58M | $-176M | |
| Debt Issued | $169M | $205M | $156M | · | · | · | · | · | · | · | |
| Net Debt Issued | $169M | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $44M | $97M | · | · | · | · | · | · | |
| Net Stock Activity | · | · | $-44M | $-97M | · | · | · | · | · | · | |
| Dividends Paid | $35M | $35M | $36M | $36M | $35M | $30M | $30M | $27M | $24M | $23M | |
| Financing Cash Flow | $-75M | $-116M | $-122M | $-245M | $-86M | $-434M | $377M | $-43M | $-70M | $47M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $-7M | $1M | |
| Taxes Paid | $241.0K | $4M | $5M | $17M | $-12M | $2M | $13M | $10M | $25M | $25M | |
| Free Cash Flow | $39M | $106M | $100M | $176M | $146M | $133M | $65M | $108M | $82M | $95M |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 35.0% | 34.9% | 35.4% | 34.4% | 35.4% | 35.1% | 37.9% | 38.8% | -1792.8% | -2007.7% | |
| Operating Margin | 1.7% | 1.1% | 5.6% | 6.0% | 7.4% | 6.4% | 8.1% | 10.6% | -523.9% | -588.8% | |
| Net Margin | 0.19% | -0.43% | 2.9% | 2.9% | 4.5% | 3.0% | 4.6% | 6.6% | -263.1% | -311.2% | |
| Pretax Margin | 0.27% | -0.49% | 4.1% | 4.3% | 5.7% | 3.9% | 5.9% | 8.4% | -425.8% | -491.9% | |
| EBITDA Margin | 7.1% | 6.9% | 11.2% | 11.8% | 13.4% | 13.3% | 13.3% | 15.2% | -727.0% | -814.5% | |
| ROA | 0.14% | -0.31% | 2.2% | 2.1% | 3.3% | 1.8% | 3.5% | 6.3% | 5.3% | 5.6% | |
| ROE | 0.36% | -0.82% | 5.7% | 5.6% | 7.9% | 4.6% | 7.8% | 11.5% | 10.6% | 11.0% | |
| ROIC | 2.2% | 1.6% | 6.8% | 6.8% | 8.4% | 6.0% | 6.1% | 12.0% | 10.1% | 9.6% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.5 | 0.5 | 0.6 | 0.6 | 0.8 | 0.9 | 2.3 | 1.1 | 1.1 | 1.1 | |
| Quick Ratio | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.4 | 0.0 | 0.0 | 0.0 | |
| Debt / Equity | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.3 | 0.8 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.3 | 0.8 | 0.2 | 0.2 | 0.3 |
Eficiencia 1
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.9 | -0.0 | -0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.2% | -6.4% | -3.7% | -2.5% | 20.8% | · | · | · | · | · | |
| Revenue CAGR 3Y | -4.4% | -4.2% | 4.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.55% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -1.7% | -33.7% | 79.2% | · | · | · | · | · | |
| EPS CAGR 3Y | -70.8% | · | 5.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -50.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -3.8% | -36.6% | 79.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | -61.8% | · | 3.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -42.4% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.16B | $1.20B | $1.28B | $1.33B | $1.36B | $1.13B | $1.26B | $1.20B | $1.13B | $1.02B | |
| Net Income TTM | $2M | $-5M | $38M | $39M | $62M | $34M | $58M | $80M | $64M | $62M | |
| Market Cap | $621M | $638M | $1.26B | $1.96B | $1.76B | $2.64B | $1.59B | $3.42B | $2.10B | $2.03B | |
| Enterprise Value | $666M | $678M | $1.36B | $2.06B | $1.93B | $2.80B | $1.81B | $3.55B | $2.25B | $2.21B | |
| P/E | 515.7 | -72.4 | 26.7 | 40.8 | 24.4 | 65.6 | 23.4 | 36.5 | 27.9 | 28.2 | |
| P/S | 0.5 | 0.5 | 1.0 | 1.5 | 1.3 | 2.3 | 1.3 | 2.8 | 1.9 | 2.0 | |
| P/B | 1.0 | 1.0 | 1.9 | 2.8 | 2.2 | 3.5 | 2.2 | 4.9 | 3.3 | 3.5 | |
| P / Tangible Book | · | · | · | · | · | 77.4 | · | · | · | · | |
| P / Cash Flow | 8.8 | 4.8 | 10.1 | 9.1 | 10.1 | 14.3 | 13.1 | 22.4 | 17.3 | 15.7 | |
| P / FCF | 16.0 | 6.0 | 12.7 | 11.1 | 12.1 | 19.8 | 24.2 | 31.5 | 25.6 | 21.3 | |
| EV / EBITDA | 8.2 | 8.3 | 9.5 | 13.1 | 10.6 | 18.7 | 10.8 | 19.5 | 12.7 | 13.7 | |
| EV / FCF | 17.2 | 6.4 | 13.6 | 11.7 | 13.2 | 21.0 | 27.6 | 32.7 | 27.3 | 23.2 | |
| EV / Revenue | 0.6 | 0.6 | 1.1 | 1.6 | 1.4 | 2.5 | 1.4 | 3.0 | 2.0 | 2.2 | |
| Dividend Yield | 5.6% | 5.5% | 2.8% | 1.9% | 2.0% | 1.1% | 1.9% | 0.78% | 1.1% | 1.1% | |
| Earnings Yield | 0.19% | -1.4% | 3.7% | 2.5% | 4.1% | 1.5% | 4.3% | 2.7% | 3.6% | 3.5% | |
| Payout Ratio | 1608.6% | -673.1% | 94.5% | 93.2% | 56.3% | 86.8% | 51.2% | 33.6% | 37.5% | 36.6% | |
| Annual Payout | $35M | $35M | $36M | $36M | $35M | $30M | $30M | $27M | $24M | $23M |
Estado de resultados 12
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $287M | $274M | $293M | $289M | $301M | $295M | $306M | $301M | $293M | $310M | $318M | $322M | $327M | $311M | $335M | $330M | |
| Gross Profit | $100M | $93M | $102M | $103M | $107M | $97M | $105M | $106M | $109M | $110M | $113M | $115M | $114M | $104M | $113M | $117M | |
| Operating Income | $4M | $-5M | $19M | $13M | $-6M | $-24M | $10M | $13M | $13M | $10M | $21M | $22M | $17M | $6M | $24M | $23M | |
| Other Non-op | $-1M | $54.0K | $54.0K | $38.0K | $158.0K | $142.0K | $101.0K | $110.0K | $93.0K | $306.0K | $62.0K | $34.0K | $58.0K | $319.0K | $98.0K | $98.0K | |
| Pretax Income | $-2M | $-9M | $15M | $8M | $-11M | $-28M | $6M | $8M | $8M | $6M | $16M | $18M | $12M | $631.0K | $18M | $18M | |
| Income Tax | $153.0K | $-3M | $3M | $3M | $-3M | $-7M | $1M | $3M | $2M | $2M | $4M | $5M | $3M | $222.0K | $5M | $5M | |
| Net Income | $-2M | $-7M | $11M | $6M | $-8M | $-21M | $5M | $6M | $6M | $4M | $12M | $13M | $9M | $409.0K | $13M | $13M | |
| EPS (Basic) | $-0.08 | $-0.23 | $0.36 | $0.18 | $-0.28 | $-0.74 | $0.15 | $0.18 | $0.19 | $0.12 | $0.38 | $0.40 | $0.28 | $0.02 | $0.41 | $0.40 | |
| EPS (Diluted) | $-0.08 | $-0.22 | $0.35 | $0.18 | $-0.28 | $-0.74 | $0.15 | $0.18 | $0.19 | $0.12 | $0.38 | $0.40 | $0.28 | $0.02 | $0.41 | $0.40 | |
| Shares (Basic) | 30,145,000 | -59,985,000 | 30,020,000 | 30,000,000 | 29,967,000 | -59,862,000 | 29,949,000 | 29,934,000 | 29,916,000 | -62,880,000 | 30,934,000 | 31,434,000 | 31,415,000 | -65,013,000 | 31,470,000 | 32,204,000 | |
| Shares (Diluted) | 30,145,000 | -62,731,000 | 31,403,000 | 31,363,000 | 29,967,000 | -63,779,000 | 31,273,000 | 31,224,000 | 31,219,000 | -64,520,000 | 32,188,000 | 32,272,000 | 31,954,000 | -66,047,000 | 31,985,000 | 32,729,000 | |
| EBITDA | $19M | · | $19M | $13M | $10M | · | $10M | $13M | $31M | · | $21M | $22M | $36M | · | $24M | $23M |
Balance general 28
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $10M | $15M | $5M | $10M | $8M | $21M | $10M | $21M | $19M | $7M | $24M | $9M | $15M | · | $13M | $10M | |
| Inventory | $156M | $155M | $153M | $161M | $172M | $181M | $177M | $162M | $162M | $154M | $160M | $147M | $141M | · | $141M | $135M | |
| Prepaid Expense | $50M | $52M | $55M | $56M | $59M | $59M | $72M | $69M | $85M | $81M | $72M | $78M | $80M | · | $101M | $83M | |
| Other Current Assets | · | $12M | · | · | · | $19M | · | · | · | $30M | · | · | · | · | · | · | |
| Current Assets | $232M | $237M | $229M | $243M | $255M | $277M | $274M | $267M | $278M | $253M | $272M | $248M | $251M | · | $269M | $241M | |
| PP&E (Net) | $239M | $242M | $241M | $241M | $242M | $259M | $269M | $273M | $276M | $280M | $285M | $290M | $300M | · | $307M | $308M | |
| PP&E (Gross) | · | $642M | · | · | · | $693M | · | · | · | $725M | · | · | · | · | · | · | |
| Accum. Depreciation | $399M | $400M | $401M | $403M | $418M | $434M | $432M | $428M | $449M | $445M | $441M | $435M | $434M | · | $422M | $417M | |
| Goodwill | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $736M | $730M | $730M | |
| Intangibles | $7M | $8M | $8M | $9M | $10M | $10M | $11M | $12M | $13M | $13M | $14M | $15M | $16M | · | $17M | $18M | |
| Other Non-current Assets | $17M | $16M | $16M | $16M | $17M | $17M | $17M | $19M | $19M | $19M | $25M | $29M | $33M | · | $34M | $38M | |
| Total Assets | $1.56B | $1.57B | $1.57B | $1.58B | $1.61B | $1.64B | $1.67B | $1.68B | $1.71B | $1.69B | $1.73B | $1.73B | $1.75B | · | $1.80B | $1.79B | |
| Accounts Payable | $289M | $314M | $301M | $299M | $301M | $323M | $317M | $299M | $279M | $252M | $287M | $280M | $276M | · | $228M | $184M | |
| Current Liabilities | $473M | $518M | $503M | $511M | $506M | $524M | $508M | $502M | $469M | $455M | $487M | $472M | $481M | · | $427M | $385M | |
| Capital Leases | $159M | $156M | $161M | $157M | $164M | $168M | $168M | $174M | $179M | $182M | $185M | $184M | $189M | · | $191M | $194M | |
| Deferred Tax | $39M | $38M | $41M | $37M | $35M | $37M | $43M | $40M | $39M | $37M | $38M | $35M | $32M | · | $29M | $26M | |
| Other Non-current Liabilities | $11M | $11M | $12M | $11M | $14M | $10M | $11M | $10M | $10M | $11M | $10M | $10M | $11M | · | $12M | $11M | |
| Total Liabilities | $974M | $977M | $965M | $982M | $1.00B | $1.02B | $1.02B | $1.03B | $1.06B | $1.04B | $1.07B | $1.03B | $1.06B | · | $1.10B | $1.07B | |
| Long-term Debt | $108M | $60M | $45M | $60M | $72M | $61M | $59M | $62M | $112M | $102M | $94M | $55M | $65M | · | $130M | $130M | |
| Total Debt | $108M | · | $45M | $60M | $72M | · | $59M | $62M | $112M | · | $94M | $55M | $65M | · | $130M | $130M | |
| Common Stock | $414.0K | $401.0K | $401.0K | $401.0K | $401.0K | $401.0K | $401.0K | $401.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | · | $400.0K | $400.0K | |
| Paid-in Capital | $264M | $262M | $261M | $260M | $260M | $259M | $257M | $256M | $255M | $254M | $253M | $252M | $251M | · | $249M | $248M | |
| Retained Earnings | $571M | $582M | $597M | $595M | $598M | $615M | $645M | $649M | $652M | $655M | $660M | $657M | $653M | · | $662M | $658M | |
| Treasury Stock | $250M | $250M | $250M | $250M | $250M | $250M | $250M | $250M | $250M | $250M | $250M | $206M | $206M | · | $206M | $180M | |
| AOCI | $-2M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-4M | $-4M | $-4M | · | $-5M | $-5M | |
| Stockholders' Equity | $583M | $591M | $605M | $602M | $605M | $621M | $649M | $652M | $654M | $657M | $660M | $700M | $695M | $695M | $701M | $722M | |
| Liabilities + Equity | $1.56B | $1.57B | $1.57B | $1.58B | $1.61B | $1.64B | $1.67B | $1.68B | $1.71B | $1.69B | $1.73B | $1.73B | $1.75B | · | $1.80B | $1.79B | |
| Shares Outstanding | 41,369,000 | 40,125,000 | 40,125,000 | 40,125,000 | 40,084,000 | 40,068,000 | 40,054,000 | 40,054,000 | 40,026,000 | 40,017,000 | 40,007,000 | 40,006,000 | 39,979,000 | 39,966,000 | 39,957,000 | 39,957,000 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $15M | $15M | $16M | $17M | $17M | $17M | $18M | $18M | $18M | $18M | $18M | $19M | $19M | $19M | |
| Stock-based Comp | $2M | $2M | $1M | $214.0K | $984.0K | $2M | $1M | $833.0K | $664.0K | $2M | $590.0K | $1M | $539.0K | $1M | $1M | $2M | |
| Restructuring | · | $4M | $-900.0K | · | · | · | · | · | · | · | · | · | · | · | $1M | $1M | |
| Other Non-cash | $-46M | · | · | · | $-10M | · | · | · | $1M | · | · | · | $44M | · | · | · | |
| Operating Cash Flow | $-30M | $22M | $18M | $32M | $-2M | $29M | $15M | $63M | $26M | $-5M | $32M | $27M | $72M | $44M | $51M | $43M | |
| CapEx | $8M | $10M | $9M | $6M | $7M | $6M | $7M | $5M | $9M | $7M | $3M | $8M | $8M | $10M | $9M | $11M | |
| Investing Cash Flow | $-5M | $-8M | $9M | $-45.0K | $-2M | $-1M | $-5M | $9M | $-4M | $-2M | $6M | $-4M | $-3M | $-9M | $-2M | $-11M | |
| Debt Issued | $102M | · | · | · | $61M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $102M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $0 | $26M | $54M | |
| Dividends Paid | $9M | $9M | $9M | $9M | $9M | $9M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Financing Cash Flow | $30M | $-4M | $-33M | $-30M | $-9M | $-17M | $-21M | $-69M | $-9M | $-10M | $-24M | $-29M | $-59M | $-43M | $-45M | $-53M | |
| Free Cash Flow | $-38M | · | · | · | $-9M | · | · | · | $17M | · | · | · | $64M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 35.0% | · | 34.9% | 35.7% | 35.5% | · | 34.3% | 35.3% | 37.2% | · | 35.5% | 35.7% | 35.0% | · | 33.9% | 35.4% | |
| Operating Margin | 1.3% | · | 6.3% | 4.4% | -2.0% | · | 3.3% | 4.4% | 4.5% | · | 6.7% | 6.9% | 5.3% | · | 7.1% | 7.1% | |
| Net Margin | -0.75% | · | 3.8% | 2.0% | -2.7% | · | 1.5% | 1.9% | 2.0% | · | 3.8% | 4.0% | 2.7% | · | 3.9% | 4.0% | |
| Pretax Margin | -0.70% | · | 5.0% | 2.9% | -3.5% | · | 1.9% | 2.7% | 2.8% | · | 5.2% | 5.5% | 3.7% | · | 5.4% | 5.4% | |
| EBITDA Margin | 6.7% | · | 6.3% | 4.4% | 3.2% | · | 3.3% | 4.4% | 10.6% | · | 6.7% | 6.9% | 10.9% | · | 7.1% | 7.1% | |
| ROA | -0.14% | · | 0.69% | 0.35% | -0.49% | · | 0.27% | 0.33% | 0.34% | · | 0.69% | 0.73% | 0.49% | · | 0.71% | 0.72% | |
| ROE | -0.36% | · | 1.8% | 0.90% | -1.3% | · | 0.70% | 0.84% | 0.87% | · | 1.8% | 1.8% | 1.2% | · | 1.8% | 1.8% | |
| ROIC | 0.58% | · | 2.2% | 1.3% | -0.68% | · | 1.1% | 1.3% | 1.2% | · | 2.1% | 2.2% | 1.7% | · | 2.1% | 2.0% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.5 | 0.5 | · | 0.6 | 0.6 | |
| Quick Ratio | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | |
| Debt / Equity | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | |
| LT Debt / Equity | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 |
Eficiencia 1
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 |
Valoración (TTM) 14
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.17B | · | $1.19B | $1.20B | $1.20B | · | $1.22B | $1.23B | $1.26B | · | $1.30B | $1.31B | $1.34B | · | $1.36B | $1.37B | |
| Net Income TTM | $7M | · | $13M | $8M | $8M | · | $28M | $37M | $40M | · | $47M | $48M | $47M | · | $55M | $63M | |
| Market Cap | $712M | · | $835M | $750M | $588M | · | $992M | $1.16B | $955M | · | $1.25B | $1.14B | $1.59B | · | $1.81B | $1.74B | |
| Enterprise Value | $811M | · | $875M | $799M | $652M | · | $1.04B | $1.20B | $1.05B | · | $1.32B | $1.18B | $1.64B | · | $1.92B | $1.86B | |
| P/E | 101.3 | · | 52.0 | 81.2 | 61.1 | · | 27.5 | 25.1 | 19.1 | · | 21.2 | 19.1 | 27.2 | · | 27.2 | 23.3 | |
| P/S | 0.6 | · | 0.7 | 0.6 | 0.5 | · | 0.8 | 0.9 | 0.8 | · | 1.0 | 0.9 | 1.2 | · | 1.3 | 1.3 | |
| P/B | 1.2 | · | 1.4 | 1.2 | 1.0 | · | 1.5 | 1.8 | 1.5 | · | 1.9 | 1.6 | 2.3 | · | 2.6 | 2.4 | |
| P / Cash Flow | -23.4 | · | · | · | -303.3 | · | · | · | 37.3 | · | · | · | 22.1 | · | · | · | |
| P / FCF | -18.8 | · | · | · | -63.0 | · | · | · | 57.0 | · | · | · | 24.8 | · | · | · | |
| EV / EBITDA | 41.9 | · | 47.1 | 62.7 | 68.5 | · | 104.5 | 90.6 | 33.8 | · | 61.6 | 53.0 | 45.8 | · | 80.6 | 79.4 | |
| EV / FCF | -21.4 | · | · | · | -69.8 | · | · | · | 62.6 | · | · | · | 25.5 | · | · | · | |
| EV / Revenue | 0.7 | · | 0.7 | 0.7 | 0.5 | · | 0.9 | 1.0 | 0.8 | · | 1.0 | 0.9 | 1.2 | · | 1.4 | 1.4 | |
| Earnings Yield | 0.99% | · | 1.9% | 1.2% | 1.6% | · | 3.6% | 4.0% | 5.2% | · | 4.7% | 5.2% | 3.7% | · | 3.7% | 4.3% | |
| Payout Ratio | -406.8% | · | · | · | -108.4% | · | · | · | 148.6% | · | · | · | 101.1% | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Ingresos | $1.16B | $1.20B | $1.28B | $1.33B | $1.36B |
| Margen Bruto % | 35.0% | 34.9% | 35.4% | 34.4% | 35.4% |
| Margen Operativo % | 1.7% | 1.1% | 5.6% | 6.0% | 7.4% |
| Beneficio neto | $2M | $-5M | $38M | $39M | $62M |
| EPS Diluido | $0.03 | $-0.22 | $1.18 | $1.20 | $1.81 |
Balance general
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
| Ratio corriente | 0.5 | 0.5 | 0.6 | 0.6 | 0.8 |
| Ratio Rápido | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Flujo de Efectivo
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $39M | $106M | $100M | $176M | $146M |
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Propietarios institucionales (13F) 196 declarantes · $480.7M 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 |
|---|---|---|---|---|
| 41 (0 vs trimestre anterior) | 36 (+10 vs trimestre anterior) | 58 (+1 vs trimestre anterior) | 60 (+3 vs trimestre anterior) | +630K |
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 |
|---|---|---|---|---|
| ICAHN CARL C | $86 894 384 | 5 078 573 | 18,08% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $46 896 081 | 2 740 858 | 9,76% | Acciones |
| Estuary Capital Management LP | $25 567 730 | 1 494 315 | 5,32% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $22 047 005 | 1 288 545 | 4,59% | Acciones |
| CIBC WORLD MARKETS CORP | $18 476 419 | 921 977 | 3,84% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $17 411 769 | 1 017 637 | 3,62% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $17 047 446 | 996 344 | 3,55% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $17 027 889 | 995 201 | 3,54% | Acciones |
| STATE STREET CORP | $15 466 003 | 903 916 | 3,22% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $13 944 659 | 814 786 | 2,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12 556 447 | 733 866 | 2,61% | Acciones |
| GABELLI FUNDS LLC | $10 161 834 | 593 912 | 2,11% | Acciones |
| GOLDMAN SACHS GROUP INC | $8 759 328 | 511 942 | 1,82% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $8 614 885 | 503 500 | 1,79% | Acciones |
| NOMURA HOLDINGS INC | $8 439 405 | 493 244 | 1,76% | Acciones |
| Allianz Asset Management GmbH | $7 977 007 | 466 219 | 1,66% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $7 948 947 | 464 579 | 1,65% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $7 915 942 | 462 650 | 1,65% | Acciones |
| Union Square Park Capital Management, LLC | $7 271 750 | 425 000 | 1,51% | Acciones |
| CIBC Bancorp USA Inc. | $6 953 162 | 406 380 | 1,45% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $6 895 379 | 403 003 | 1,43% | Acciones |
| CIBC WORLD MARKET INC. | $6 837 156 | 399 600 | 1,42% | Acciones |
| Bank of New York Mellon Corp | $6 782 541 | 396 408 | 1,41% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 634 597 | 329 316 | 1,17% | Acciones |
| Schonfeld Strategic Advisors LLC | $4 557 641 | 266 373 | 0,95% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4 383 069 | 256 170 | 0,91% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $4 234 913 | 247 511 | 0,88% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 226 529 | 247 021 | 0,88% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4 162 264 | 243 265 | 0,87% | Acciones |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3 488 062 | 203 861 | 0,73% | Acciones |
| Beartown Capital Management, LLC | $3 422 000 | 200 000 | 0,71% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 355 459 | 196 111 | 0,70% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 867 157 | 167 572 | 0,60% | Acciones |
| CITADEL ADVISORS LLC | $2 792 130 | 163 187 | 0,58% | Acciones |
| ING GROEP NV | $2 566 500 | 150 000 | 0,53% | Acciones |
| Jain Global LLC | $2 471 830 | 144 467 | 0,51% | Acciones |
| Panoramic Capital, LLC | $2 458 074 | 143 663 | 0,51% | Acciones |
| Bleakley Financial Group, LLC | $2 390 850 | 139 734 | 0,50% | Acciones |
| Weiss Asset Management LP | $2 129 562 | 124 463 | 0,44% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 773 948 | 103 679 | 0,37% | Acciones |
| Pullen Investment Management, LLC | $1 712 540 | 100 090 | 0,36% | Acciones |
| Rangeley Capital, LLC | $1 651 115 | 96 500 | 0,34% | Acciones |
| Madison Avenue Partners, LP | $1 641 978 | 95 966 | 0,34% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 543 080 | 77 000 | 0,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 283 986 | 75 043 | 0,27% | Acciones |
| Quantinno Capital Management LP | $1 077 955 | 63 001 | 0,22% | Acciones |
| Penn Capital Management Company, LLC | $1 070 692 | 62 577 | 0,22% | Acciones |
| Teton Advisors, LLC | $975 270 | 57 000 | 0,20% | Acciones |
| BARCLAYS PLC | $969 846 | 56 683 | 0,20% | Acciones |
| BlackRock, Inc. | $959 717 | 56 091 | 0,20% | Acciones |
| Pacific Ridge Capital Partners, LLC | $887 718 | 51 883 | 0,18% | Acciones |
| Cannon Global Investment Management, LLC | $859 504 | 50 234 | 0,18% | Acciones |
| Lewis Asset Management, LLC | $853 013 | 49 855 | 0,18% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $809 885 | 47 334 | 0,17% | Acciones |
| Russell Investments Group, Ltd. | $809 576 | 47 316 | 0,17% | Acciones |
| Atom Investors LP | $804 974 | 47 047 | 0,17% | Acciones |
| SummerHaven Investment Management, LLC | $775 237 | 45 309 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $745 996 | 43 600 | 0,16% | Opción de compra |
| LEVIN CAPITAL STRATEGIES, L.P. | $650 180 | 38 000 | 0,14% | Acciones |
| RHUMBLINE ADVISERS | $615 301 | 35 962 | 0,13% | Acciones |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $589 440 | 34 450 | 0,12% | Acciones |
| VANGUARD GROUP INC | $577 713 | 28 828 | 0,12% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $530 410 | 31 000 | 0,11% | Opción de venta |
| Inspire Investing, LLC | $518 156 | 32 304 | 0,11% | Acciones |
| Mariner, LLC | $465 201 | 27 190 | 0,10% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $453 772 | 28 290 | 0,09% | Acciones |
| Vanguard Global Advisers, LLC | $442 516 | 25 863 | 0,09% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $427 750 | 25 000 | 0,09% | Acciones |
| Boston Partners | $424 330 | 24 800 | 0,09% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $390 553 | 22 826 | 0,08% | Acciones |
| DEUTSCHE BANK AG\ | $383 110 | 22 391 | 0,08% | Acciones |
| 1620 INVESTMENT ADVISORS, INC. | $382 614 | 22 362 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $376 420 | 22 000 | 0,08% | Opción de compra |
| Clear Harbor Asset Management, LLC | $367 865 | 21 500 | 0,08% | Acciones |
| WELLS FARGO & COMPANY/MN | $358 061 | 20 927 | 0,07% | Acciones |
| MARSHALL WACE, LLP | $349 403 | 20 421 | 0,07% | Acciones |
| MORGAN STANLEY | $339 976 | 19 870 | 0,07% | Acciones |
| Counterpoint Mutual Funds LLC | $327 092 | 19 117 | 0,07% | Acciones |
| Rafferty Asset Management, LLC | $326 117 | 19 060 | 0,07% | Acciones |
| CWM, LLC | $318 538 | 19 859 | 0,07% | Acciones |
| Shay Capital LLC | $307 980 | 18 000 | 0,06% | Acciones |
| CAXTON ASSOCIATES LLP | $295 575 | 17 275 | 0,06% | Acciones |
| Catalyst Funds Management Pty Ltd | $292 581 | 17 100 | 0,06% | Acciones |
| MetLife Investment Management, LLC | $268 576 | 15 697 | 0,06% | Acciones |
| BAILARD, INC. | $261 783 | 15 300 | 0,05% | Acciones |
| IEQ CAPITAL, LLC | $241 913 | 14 139 | 0,05% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $240 801 | 14 325 | 0,05% | Acciones |
| Toroso Investments, LLC | $232 163 | 11 585 | 0,05% | Acciones |
| Tower Research Capital LLC (TRC) | $213 516 | 12 479 | 0,04% | Acciones |
| Brevan Howard Capital Management LP | $204 037 | 11 925 | 0,04% | Acciones |
| D. E. Shaw & Co., Inc. | $199 349 | 11 651 | 0,04% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $196 868 | 11 506 | 0,04% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $195 680 | 11 437 | 0,04% | Acciones |
| Walleye Capital LLC | $184 788 | 10 800 | 0,04% | Opción de compra |
| Advisor OS, LLC | $176 284 | 10 303 | 0,04% | Acciones |
| FEDERATED HERMES, INC. | $175 206 | 10 240 | 0,04% | Acciones |
| Empowered Funds, LLC | $175 087 | 10 233 | 0,04% | Acciones |
| Invesco Ltd. | $170 245 | 9 950 | 0,04% | Acciones |
| AlphaQuest LLC | $154 969 | 7 733 | 0,03% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $154 846 | 9 050 | 0,03% | Acciones |
Informantes de la empresa 43 insiders · 27 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Peter D Fitzsimmons | President and CEO | 5 de febrero de 2026 P | 112 033 | 2 | 0 | $501 900 |
| Michael T Broderick | CEO & President | 8 de agosto de 2024 A | 105 731 | 0 | 0 | $0 |
| Brett Ponton | President & CEO | 11 de junio de 2020 J | 24 749 | 0 | 0 | $0 |
| John W Van Heel | Chief Executive Officer | 26 de julio de 2017 S | 73 374 | 0 | 0 | $0 |
| Amico Catherine D | Chief Executive Officer | 16 de noviembre de 2016 M | 187 000 | 0 | 0 | $0 |
| Brian D'Ambrosia | Executive Vice President & CFO | 19 de junio de 2026 F | 85 788 | 0 | 0 | $0 |
| Robert Rajkowski | COO | 12 de mayo de 2022 A | 8 662 | 0 | 0 | $0 |
| Matthew Evan Naylor | COO | 26 de marzo de 2018 A | 8 736 | 0 | 0 | $0 |
| Cindy Donovan | Sr. VP - CIO | 19 de junio de 2026 F | 25 978 | 0 | 0 | $0 |
| Nicholas P Hawryschuk | Senior VP of Operations | 19 de junio de 2026 F | 38 465 | 0 | 0 | $0 |
| Maureen Mulholland | Executive VP-CLO and Secretary | 19 de junio de 2026 F | 56 784 | 0 | 0 | $0 |
| Kathryn M. Chang | Senior VP - Merchandising | 13 de junio de 2025 A | 6 160 | 0 | 0 | $0 |
| Matt Henson | Chief Human Resource Officer | 19 de junio de 2023 A | 18 842 | 0 | 0 | $0 |
| Brian D Odonnell | SVP - Training | 22 de febrero de 2021 A | 1 523 | 0 | 0 | $0 |
| Donna Maxwell | CHRO | 1 de junio de 2020 A | 1 133 | 0 | 0 | $0 |
| Avijit Dasgupta | CIO | 15 de mayo de 2019 A | 374 | 0 | 0 | $0 |
| Gerald G Alessia | SVP - Chief Merchandising Off | 15 de mayo de 2019 A | 1 117 | 0 | 0 | $0 |
| Deborah Brundage | Senior Vice President | 15 de mayo de 2019 A | 574 | 0 | 0 | $0 |
| Samuel Senuk | Senior Vice President | 15 de mayo de 2019 A | 541 | 0 | 0 | $0 |
| Raymond L Pickens | Divisional Vice President | 30 de octubre de 2018 M | 1 304 | 0 | 0 | $0 |
| Craig L Hoyle | Senior VP - Store Operations | 7 de agosto de 2017 S | 56 000 | 0 | 0 | $0 |
| Christopher R Hoornbeck | Divisional Vice President | 5 de junio de 2017 J | 19 067 | 0 | 0 | $0 |
| Shawn Denlein | SVP - Merchandising | 6 de marzo de 2017 A | — | 0 | 0 | $0 |
| Joseph Tomarchio JR | Executive Vice President | 21 de febrero de 2017 S | 15 000 | 0 | 0 | $0 |
| John C Lamb | Divisional Vice President | 16 de noviembre de 2016 M | 500 | 0 | 0 | $0 |
| Thomas J Budreau | Divisional Vice President | 18 de mayo de 2004 A | — | 0 | 0 | $0 |
| Robert W August | Sr. V.P. - Store Support | 29 de diciembre de 2003 G | 202 269 | 0 | 0 | $0 |
| John L Auerbach | Consejero | 12 de agosto de 2025 A | 25 033 | 0 | 0 | $0 |
| Robert E Mellor | Consejero | 12 de agosto de 2025 A | 46 228 | 0 | 0 | $0 |
| DANZIGER FREDERICK M | Consejero | 16 de agosto de 2022 A | 69 924 | 0 | 0 | $0 |
| Donald Glickman | Consejero | 16 de agosto de 2022 A | 177 740 | 0 | 0 | $0 |
| James Wilen | Consejero | 22 de noviembre de 2016 M | 5 037 | 0 | 0 | $0 |
| Elizabeth A. Wolszon | Consejero | 9 de agosto de 2016 A | 25 576 | 0 | 0 | $0 |
| Richard A Berenson | Consejero | 27 de mayo de 2014 S | 22 259 | 0 | 0 | $0 |
| Lionel B Spiro | Consejero | 16 de noviembre de 2010 S | 42 581 | 0 | 0 | $0 |
| Francis R Strawbridge | Consejero | 24 de noviembre de 2009 M | 4 640 | 0 | 0 | $0 |
| Leah C. Johnson | — | 11 de agosto de 2026 A | 34 743 | 0 | 0 | $0 |
| Lindsay Hyde | — | 11 de agosto de 2026 A | 41 877 | 0 | 0 | $0 |
| Thomas B Okray | — | 11 de agosto de 2026 A | 24 392 | 0 | 0 | $0 |
| Hope B Woodhouse | — | 11 de agosto de 2026 A | 28 141 | 0 | 0 | $0 |
| Stephen C Mccluski | — | 11 de agosto de 2026 A | 43 077 | 0 | 0 | $0 |
| Peter J Solomon | — | 11 de agosto de 2026 A | 720 175 | 0 | 0 | $0 |
| Robert G Gross | — | 2 de agosto de 2017 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., MJG ASSOCIATES, INC., Teton Advisors, Inc., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J ×6 presentaciones | 27 de abril de 2026 | 8,30% | Enmienda | — | SEC |
| Icahn Enterprises L.P., Carl C. Icahn ×2 presentaciones | 7 de noviembre de 2025 | 16,92% | Enmienda | — | SEC |
| Peter J. Solomon ×2 presentaciones | 17 de febrero de 2009 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 9 de junio de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 4 de marzo de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 15 de septiembre de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 40 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 |
|---|---|---|---|---|
| RETL · Direxion Shares ETF Trust | 1,01% | 18 105 NS | 30 de abril de 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 0,49% | 10 893 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 384 829 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 114 355 SH | 21 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,04% | 155 570 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,03% | 218 NS | 30 de abril de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 21 789 SH | 19 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,02% | 360 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 36 143 NS | 31 de mayo de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,02% | 88 008 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 239 120 SH | 21 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 11 054 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 12 262 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 98 269 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 329 NS | 31 de mayo de 2026 | N-PORT |
| RB · ProShares Trust | 0,01% | 8 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 142 611 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 78 461 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 340 212 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 143 900 SH | 19 de agosto de 2026 | Diario |
| SFGV · EA Series Trust | 0,01% | 10 248 NS | 29 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 657 806 SH | 21 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 1 040 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 4 122 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1 048 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 81 647 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 3 300 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 048 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 518 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 26 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 3 000 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 184 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10 289 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 17 179 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 43 537 SH | 21 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 8 647 SH | 21 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 41 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 919 212 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 473 SH | 19 de agosto de 2026 | Diario |
| HDGE · AdvisorShares Trust | -1,30% | -50 000 NS | 30 de junio de 2026 | N-PORT |