En esta página
01MSM precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
MSM MSC Industrial Direct Company, Inc. Common Stock
NYSE · Trading Companies & Distributors · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 1, 2026
$130,12
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$78,80mínimo 52 semanas
$132,32máximo 52 semanas
P/E (TTM)
31.4
BPA (TTM)
$4.15
Ingresos (TTM)
$3.91B
tus insignias
Rango 52S
$79–$132
Calificación del Analista
HOLD
Precio Objetivo
$131
P/E
31.4
ROE
16.6%
Margen de Beneficio Neto
5.9%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
MSM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$130.12
P/E (TTM)
31.4
BPA (TTM)
$4.15
Ingresos (TTM)
$3.91B
ROE (TTM)
16.6%
Deuda/Capital
0.3
Rango 52S
$79–$132
MSM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 26 de mayo de 1998 | 2-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$3.77B2016-09-03 → 2025-08-30
BPA$3.572016-09-03 → 2025-08-30
Flujo de caja libre$241M2016-09-03 → 2025-08-30
Margen neto5.9%2016-09-03 → 2025-08-30
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | MSM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 31.4promedio 5A ≈19.0 | ≈19.0 | · | · |
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 | MSM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 40.8%promedio 5A ≈41.2% | ≈41.2% | · | · | |
| Margen Operativo (TTM) | 8.5%promedio 5A ≈10.5% | ≈10.5% | · | · | |
| EBITDA Margin (Margen EBITDA) | 8.0%promedio 5A ≈10.5% | ≈10.5% | · | · | |
| Margen antes de impuestos (TTM) | 7.8%promedio 5A ≈9.7% | ≈9.7% | · | · | |
| Margen de Beneficio Neto (TTM) | 5.9%promedio 5A ≈7.3% | ≈7.3% | · | · | |
| ROA (TTM) | 9.3%promedio 5A ≈10.7% | ≈10.7% | · | · | |
| ROE (TTM) | 16.6%promedio 5A ≈20.3% | ≈20.3% | · | · | |
| ROIC | 12.1%promedio 5A ≈14.9% | ≈14.9% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | MSM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Debt / Equity (Deuda / Patrimonio) | 0.3promedio 5A ≈0.5 | ≈0.5 | · | · | |
| Ratio corriente (MRQ) | 1.5promedio 5A ≈2.0 | ≈2.0 | · | · | |
| Quick Ratio (Ratio Rápido) | 0.7promedio 5A ≈0.8 | ≈0.8 | · | · | |
| Long-Term Debt / Equity (Deuda a Largo Plazo / Patrimonio) | 0.1promedio 5A ≈0.3 | ≈0.3 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | MSM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -1.4%promedio 5A ≈3.6% | ≈3.6% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 0.70%promedio 5A ≈4.7% | ≈4.7% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 3.4% | · | · | · | |
| EPS YoY (EPS interanual) | -22.1%promedio 5A ≈-0.77% | ≈-0.77% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -22.9%promedio 5A ≈-0.71% | ≈-0.71% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -16.2%promedio 5A ≈0.09% | ≈0.09% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -4.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -16.3%promedio 5A ≈0.24% | ≈0.24% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -4.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | MSM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.5promedio 5A ≈1.5 | ≈1.5 | · | · | |
| Inventory Turnover (Rotación de Inventario) | 3.5promedio 5A ≈3.3 | ≈3.3 | · | · | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 9.0promedio 5A ≈7.5 | ≈7.5 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$532.6K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$3.48
CAGR de Dividendos a 5 años≈2.5%
Racha de Crecimiento≈4
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 8, 2026 | $0,87 | USD | ≈2.9% |
| Abr 8, 2026 | $0,87 | USD | ≈3.6% |
| Ene 14, 2026 | $0,87 | USD | ≈4.1% |
| Nov 12, 2025 | $0,87 | USD | ≈3.8% |
| Jul 9, 2025 | $0,85 | USD | ≈3.7% |
| Abr 9, 2025 | $0,85 | USD | ≈4.5% |
| Ene 15, 2025 | $0,85 | USD | ≈4.2% |
| Nov 13, 2024 | $0,85 | USD | ≈3.8% |
| Jul 9, 2024 | $0,83 | USD | ≈4.4% |
| Abr 8, 2024 | $0,83 | USD | ≈3.5% |
| Ene 8, 2024 | $0,83 | USD | ≈3.4% |
| Nov 13, 2023 | $0,83 | USD | ≈3.3% |
| Jul 10, 2023 | $0,79 | USD | ≈3.3% |
| Abr 10, 2023 | $0,79 | USD | ≈3.7% |
| Ene 9, 2023 | $0,79 | USD | ≈3.9% |
| Nov 14, 2022 | $0,79 | USD | ≈3.6% |
| Jul 11, 2022 | $0,75 | USD | ≈4.1% |
| Abr 11, 2022 | $0,75 | USD | ≈3.5% |
| Ene 10, 2022 | $0,75 | USD | ≈3.6% |
| Nov 15, 2021 | $0,75 | USD | ≈7.6% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
4.5%
Próximo informe
Oct 21, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | $1.43 | $1.28 | 11.7% | |
| 31 de marzo de 2026 | $0.82 | $0.84 | -2.9% | |
| 31 de diciembre de 2025 | $0.99 | $0.96 | 3.4% | |
| 30 de septiembre de 2025 | $1.09 | $1.03 | 6.3% | |
| 30 de junio de 2025 | $1.08 | $1.04 | 3.9% |
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 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.77B | $3.82B | $4.01B | $3.69B | $3.24B | $3.19B | $3.36B | $3.20B | $2.89B | $2.86B | $2.91B | $2.79B | |
| Cost of Revenue | $2.23B | $2.25B | $2.37B | $2.13B | $1.91B | $1.85B | $1.93B | $1.81B | $1.60B | $1.57B | $1.59B | $1.50B | |
| Gross Profit | $1.54B | $1.57B | $1.64B | $1.56B | $1.33B | $1.34B | $1.43B | $1.39B | $1.29B | $1.29B | $1.32B | $1.29B | |
| Operating Expenses | $1.22B | $1.17B | $1.15B | $1.08B | $994M | $976M | $1.03B | $972M | $907M | $913M | $937M | $903M | |
| Operating Income | $302M | $390M | $484M | $469M | $302M | $351M | $400M | $421M | $379M | $376M | $380M | $383M | |
| Interest Expense | · | · | $23M | $18M | $15M | $17M | $17M | $14M | $12M | $6M | $6M | $4M | |
| Interest Income | $1M | $412.0K | $1M | $150.0K | $66.0K | $333.0K | $518.0K | $647.0K | $658.0K | $654.0K | $771.0K | $414.0K | |
| Other Non-op | $-15M | $-22M | $-6M | $-132.0K | $1M | $-150.0K | $-495.0K | $-548.0K | $704.0K | $924.0K | $-819.0K | $-199.0K | |
| Pretax Income | $264M | $343M | $456M | $451M | $288M | $334M | $383M | $406M | $368M | $372M | $373M | $380M | |
| Income Tax | $66M | $87M | $113M | $111M | $70M | $82M | $94M | $77M | $137M | $141M | $142M | $143M | |
| Net Income | $199M | $259M | $343M | $340M | $217M | $251M | $289M | $329M | $231M | $231M | $231M | $236M | |
| EPS (Basic) | $3.57 | $4.60 | $6.14 | $6.09 | $3.89 | $4.53 | $5.23 | $5.84 | $4.08 | $3.78 | $3.75 | $3.78 | |
| EPS (Diluted) | $3.57 | $4.58 | $6.11 | $6.06 | $3.87 | $4.51 | $5.20 | $5.80 | $4.05 | $3.77 | $3.74 | $3.76 | |
| Shares (Basic) | 55,781,000 | 56,257,000 | 55,918,000 | 55,777,000 | 55,737,000 | 55,472,000 | 55,245,000 | 56,355,000 | 56,591,000 | 60,908,000 | 61,292,000 | 62,026,000 | |
| Shares (Diluted) | 55,894,000 | 56,441,000 | 56,210,000 | 56,045,000 | 56,093,000 | 55,643,000 | 55,508,000 | 56,707,000 | 56,971,000 | 61,076,000 | 61,487,000 | 62,339,000 | |
| EBITDA | $302M | $390M | $484M | $469M | $302M | $351M | $400M | $421M | $379M | $376M | $380M | $383M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $56M | $30M | $50M | $44M | $41M | $125M | $32M | $46M | $16M | $53M | $38M | $47M | |
| Receivables | $423M | $412M | $435M | $688M | $560M | $492M | $541M | $524M | $472M | $392M | $403M | $383M | |
| Inventory | $644M | $644M | $727M | $716M | $624M | $543M | $559M | $518M | $465M | $444M | $507M | $450M | |
| Prepaid Expense | $103M | $102M | $106M | $97M | $89M | $78M | $67M | $59M | $53M | $45M | $39M | $40M | |
| Current Assets | $1.23B | $1.19B | $1.32B | $1.54B | $1.31B | $1.24B | $1.20B | $1.15B | $1.01B | $981M | $1.03B | $961M | |
| PP&E (Net) | $347M | $360M | $320M | $287M | $298M | $302M | $311M | $312M | $316M | $321M | $291M | $294M | |
| PP&E (Gross) | $1.07B | $1.05B | $954M | $871M | $848M | $829M | $792M | $767M | $728M | $698M | $631M | $590M | |
| Accum. Depreciation | $722M | $686M | $634M | $585M | $550M | $527M | $481M | $455M | $411M | $377M | $340M | $295M | |
| Goodwill | $724M | $724M | $718M | $710M | $693M | $678M | $677M | $675M | $634M | $624M | $624M | $629M | |
| Intangibles | $85M | $101M | $111M | $114M | $102M | $105M | $117M | $123M | $110M | $105M | $120M | $138M | |
| Other Non-current Assets | $27M | $30M | $12M | $10M | $6M | $4M | $7M | $32M | $33M | $34M | $34M | $37M | |
| Total Assets | $2.46B | $2.46B | $2.54B | $2.73B | $2.46B | $2.38B | $2.31B | $2.29B | $2.10B | $2.06B | $2.10B | $2.06B | |
| Accounts Payable | $225M | $206M | $226M | $217M | $186M | $126M | $160M | $145M | $121M | $111M | $114M | $116M | |
| Accrued Liabilities | $165M | $148M | $172M | $164M | $159M | $139M | $111M | $121M | $104M | $101M | $94M | $96M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $267M | · | · | |
| Current Liabilities | $729M | $605M | $649M | $726M | $562M | $409M | $447M | $491M | $558M | $479M | $422M | $309M | |
| Capital Leases | $31M | $37M | $46M | $48M | $36M | $34M | $2M | $27M | $27M | $28M | $27M | $28M | |
| Other Non-current Liabilities | · | · | · | · | $9M | · | · | · | · | · | · | · | |
| Total Liabilities | $1.07B | $1.06B | $1.05B | $1.37B | $1.30B | $1.06B | $827M | $901M | $874M | $967M | $767M | $662M | |
| Long-term Debt | $485M | $508M | $454M | $793M | $784M | $616M | $439M | · | · | · | $215M | $240M | |
| Total Debt | $485M | $508M | $454M | $793M | $784M | $616M | · | · | · | · | · | · | |
| Common Stock | $57.0K | $57.0K | · | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $1.09B | $1.07B | $850M | $798M | $741M | $691M | $659M | $658M | $627M | $584M | $605M | $574M | |
| Retained Earnings | $433M | $457M | $755M | $681M | $532M | $750M | $947M | $1.33B | $1.17B | $1.04B | $1.23B | $1.29B | |
| Treasury Stock | $117M | $114M | $108M | $106M | $104M | $104M | $105M | $577M | $553M | $507M | $487M | $456M | |
| AOCI | $-21M | $-21M | $-18M | $-23M | $-18M | $-21M | $-23M | $-20M | $-17M | $-19M | $-17M | $-5M | |
| Stockholders' Equity | $1.39B | $1.39B | $1.48B | $1.35B | $1.15B | $1.31B | $1.48B | $1.39B | $1.23B | $1.10B | $1.33B | $1.40B | |
| Liabilities + Equity | $2.46B | $2.46B | $2.54B | $2.73B | $2.46B | $2.38B | $2.31B | $2.29B | $2.10B | $2.06B | $2.10B | $2.06B |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $91M | $81M | $75M | $70M | $69M | $69M | $65M | $63M | $63M | $72M | $70M | $65M | |
| Stock-based Comp | $13M | $19M | $19M | $19M | $18M | $17M | $16M | $15M | $14M | $14M | $14M | $17M | |
| Deferred Tax | $-1M | $10M | $9M | $12M | $-7M | $8M | $12M | $-24M | $12M | $15M | $15M | $12M | |
| Amort. of Intangibles | $16M | $16M | $15M | $12M | $11M | $11M | $12M | $11M | $8M | $14M | $17M | $17M | |
| Restructuring | · | · | $8M | $16M | $31M | $17M | $7M | · | · | · | · | $6M | |
| Operating Cash Flow | $334M | $411M | $700M | $246M | $224M | $397M | $328M | $340M | $247M | $401M | $250M | $272M | |
| CapEx | $93M | $99M | $92M | $61M | $54M | $47M | $52M | $45M | $47M | $88M | $51M | $71M | |
| Investing Cash Flow | $-63M | $-123M | $-113M | $-94M | $-76M | $-49M | $-36M | $-132M | $-89M | $-88M | · | · | |
| Debt Issued | $0 | $50M | $0 | $0 | $5M | $100M | · | $110M | · | · | · | · | |
| Net Debt Issued | $0 | $50M | $0 | · | $5M | $100M | · | · | · | · | · | · | |
| Stock Repurchased | $39M | $188M | $96M | $27M | $71M | $3M | $85M | $82M | $49M | $384M | $33M | $191M | |
| Net Stock Activity | $-39M | $-188M | $-96M | $-27M | $-71M | $-3M | $-85M | $-82M | $-49M | $-384M | $-33M | $-191M | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | $83M | |
| Financing Cash Flow | $-244M | $-307M | $-580M | $-148M | $-234M | $-255M | $-306M | $-178M | $-195M | $-298M | · | · | |
| Net Change in Cash | $27M | $-20M | $7M | $3M | $-85M | $93M | $-14M | $30M | $-37M | $15M | $-9M | $-9M | |
| Free Cash Flow | $241M | $311M | $607M | $185M | $171M | $350M | $277M | $295M | $200M | $313M | $198M | $202M | |
| Levered FCF | · | · | $590M | $172M | $160M | $337M | $264M | $283M | $193M | $310M | $194M | $199M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 40.8% | 41.2% | 41.0% | 42.2% | 41.1% | 42.1% | 42.6% | 43.5% | 44.5% | 45.0% | 45.2% | 46.2% | |
| Operating Margin | 8.0% | 10.2% | 12.1% | 12.7% | 9.3% | 11.0% | 11.9% | 13.1% | 13.1% | 13.1% | 13.0% | 13.8% | |
| Net Margin | 5.3% | 6.8% | 8.6% | 9.2% | 6.7% | 7.9% | 8.6% | 10.3% | 8.0% | 8.1% | 8.0% | 8.5% | |
| Pretax Margin | 7.0% | 9.0% | 11.4% | 12.2% | 8.9% | 10.5% | 11.4% | 12.7% | 12.7% | 13.0% | 12.8% | 13.6% | |
| EBITDA Margin | 8.0% | 10.2% | 12.1% | 12.7% | 9.3% | 11.0% | 11.9% | 13.1% | 13.1% | 13.1% | 13.0% | 13.8% | |
| ROA | 8.1% | 10.3% | 13.0% | 13.1% | 8.9% | 10.7% | 12.6% | 15.0% | 11.1% | 11.1% | 11.1% | 11.8% | |
| ROE | 14.3% | 18.0% | 24.3% | 27.2% | 17.6% | 18.0% | 20.2% | 25.2% | 19.9% | 19.0% | 16.9% | 16.9% | |
| ROIC | 12.1% | 15.3% | 18.8% | 16.5% | 11.8% | 13.7% | 20.4% | 24.6% | 19.5% | 21.3% | 17.6% | 17.0% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 2.0 | 2.1 | 2.3 | 3.0 | 2.7 | 2.3 | 1.8 | 2.1 | 2.4 | 3.1 | |
| Quick Ratio | 0.7 | 0.7 | 0.7 | 1.0 | 1.1 | 1.5 | 1.3 | 1.2 | 0.9 | 0.9 | 1.0 | 1.4 | |
| Debt / Equity | 0.3 | 0.4 | 0.3 | 0.6 | 0.7 | 0.5 | · | · | · | · | · | · | |
| LT Debt / Equity | 0.1 | 0.2 | 0.2 | 0.3 | 0.5 | 0.4 | · | · | · | · | · | · | |
| Interest Coverage | · | · | 21.5 | 26.6 | 20.8 | 21.0 | 23.7 | 29.1 | 30.6 | 64.7 | 59.9 | 98.9 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | 1.5 | 1.4 | 1.3 | 1.4 | 1.5 | 1.5 | 1.4 | 1.4 | 1.4 | 1.4 | |
| Inventory Turnover | 3.5 | 3.3 | 3.3 | 3.2 | 3.3 | 3.4 | 3.6 | 3.7 | 3.5 | 3.3 | 3.3 | 3.5 | |
| Receivables Turnover | 9.0 | 9.0 | 7.1 | 5.9 | 6.2 | 6.2 | 6.3 | 6.4 | 6.7 | 7.2 | 7.4 | 7.7 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $67.44 | $67.70 | $71.33 | $65.87 | $57.82 | $57.37 | $60.60 | $56.50 | $50.69 | $46.88 | $47.33 | $44.71 | |
| Cash Flow / Share | $5.97 | $7.28 | $12.45 | $4.39 | $4.00 | $7.13 | $5.92 | $5.99 | $4.33 | $6.57 | $4.06 | $4.37 | |
| Dividend / Share | · | · | · | · | · | · | · | $2.22 | $1.80 | $1.72 | $4.60 | · | |
| EPS (TTM) | $3.57 | $4.58 | $6.11 | $6.06 | $3.87 | $4.51 | $5.20 | $5.80 | $4.05 | $3.77 | $3.74 | $3.76 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.4% | -4.7% | 8.6% | 13.8% | 1.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.70% | 5.6% | 7.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -22.1% | -25.0% | 0.83% | 56.6% | -14.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -16.2% | 5.8% | 10.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -4.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -22.9% | -24.7% | 1.0% | 56.6% | -13.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -16.3% | 6.0% | 11.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -4.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.77B | $3.82B | $4.01B | $3.69B | $3.24B | $3.19B | $3.36B | $3.20B | $2.89B | $2.86B | $2.91B | $2.79B | |
| Net Income TTM | $199M | $259M | $343M | $340M | $217M | $251M | $289M | $329M | $231M | $231M | $231M | $236M | |
| P/E | 25.3 | 18.0 | 16.6 | 13.0 | 22.1 | 14.8 | 13.0 | 14.7 | 17.1 | 19.7 | 18.0 | 24.0 | |
| Earnings Yield | 4.0% | 5.6% | 6.0% | 7.7% | 4.5% | 6.8% | 7.7% | 6.8% | 5.9% | 5.1% | 5.5% | 4.2% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | · | 35.0% | |
| Annual Payout | · | · | · | · | · | · | · | · | · | · | · | $83M |
Estado de resultados
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B | $918M | $966M | $978M | $971M | $892M | $928M | $952M | $935M | $954M | $1.13B | $1.05B | $962M | $958M | $1.02B | |
| Cost of Revenue | $617M | $540M | $573M | $583M | $573M | $526M | $550M | $562M | $547M | $561M | $681M | $626M | $565M | $560M | $594M | |
| Gross Profit | $430M | $378M | $393M | $395M | $398M | $365M | $378M | $391M | $389M | $393M | $451M | $429M | $397M | $398M | $428M | |
| Operating Expenses | $324M | $310M | $312M | $306M | $312M | $302M | $304M | $297M | $291M | $291M | $311M | $292M | $281M | $280M | $290M | |
| Operating Income | $107M | $65M | $76M | $84M | $83M | $62M | $72M | $91M | $91M | $102M | $137M | $135M | $114M | $116M | $144M | |
| Interest Expense | · | · | · | · | · | · | · | · | $7M | $5M | · | $5M | $6M | $7M | · | |
| Interest Income | $156.0K | $130.0K | $275.0K | $188.0K | $368.0K | $233.0K | $341.0K | $110.0K | $43.0K | $125.0K | $683.0K | $513.0K | $151.0K | $100.0K | $93.0K | |
| Other Non-op | $3M | $-3M | $-4M | $-3M | $-2M | $-5M | $-6M | $-8M | $-4M | $-5M | $-1M | $-4M | $-2M | $-1M | $-368.0K | |
| Pretax Income | $104M | $56M | $68M | $76M | $75M | $52M | $61M | $76M | $80M | $91M | $134M | $126M | $106M | $108M | $138M | |
| Income Tax | $26M | $14M | $16M | $20M | $18M | $13M | $15M | $22M | $18M | $22M | $33M | $31M | $27M | $27M | $33M | |
| Net Income | $80M | $42M | $52M | $57M | $57M | $39M | $47M | $56M | $62M | $69M | $101M | $95M | $79M | $81M | $104M | |
| EPS (Basic) | $1.44 | $0.76 | $0.93 | $1.01 | $1.02 | $0.70 | $0.83 | $1.00 | $1.10 | $1.23 | $1.82 | $1.70 | $1.42 | $1.45 | $1.87 | |
| EPS (Diluted) | $1.44 | $0.76 | $0.93 | $1.02 | $1.02 | $0.70 | $0.83 | $0.99 | $1.10 | $1.22 | $1.80 | $1.69 | $1.41 | $1.45 | $1.85 | |
| Shares (Basic) | 55,838,000 | 55,809,000 | 55,804,000 | · | 55,694,000 | 55,793,000 | 55,897,000 | · | 56,325,000 | 56,429,000 | · | 55,963,000 | 55,880,000 | 55,891,000 | · | |
| Shares (Diluted) | 55,990,000 | 55,900,000 | 55,975,000 | · | 55,765,000 | 55,851,000 | 56,068,000 | · | 56,467,000 | 56,723,000 | · | 56,156,000 | 56,001,000 | 56,081,000 | · | |
| EBITDA | $107M | $65M | $76M | · | $83M | $62M | $72M | · | $91M | $102M | · | $135M | $114M | $116M | · |
Balance general
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $74M | $46M | $40M | $56M | $72M | $41M | $57M | $30M | $22M | $26M | · | $58M | $50M | $26M | · | |
| Receivables | $413M | $374M | $431M | $423M | $411M | $395M | $408M | $412M | $429M | $414M | · | $439M | $413M | $686M | · | |
| Inventory | $684M | $677M | $660M | $644M | $649M | $645M | $637M | $644M | $685M | $709M | · | $727M | $747M | $726M | · | |
| Prepaid Expense | $105M | $133M | $128M | $103M | $105M | $113M | $105M | $102M | $129M | $122M | · | $92M | $105M | $120M | · | |
| Current Assets | $1.28B | $1.23B | $1.26B | $1.23B | $1.24B | $1.19B | $1.21B | $1.19B | $1.26B | $1.27B | · | $1.32B | $1.31B | $1.56B | · | |
| PP&E (Net) | $344M | $345M | $347M | $347M | $344M | $373M | $362M | $360M | $331M | $322M | · | $307M | $299M | $297M | · | |
| PP&E (Gross) | · | · | · | $1.07B | · | · | · | $1.05B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $722M | · | · | · | $686M | · | · | · | · | · | · | · | |
| Goodwill | $724M | $724M | $723M | $724M | $723M | $722M | $723M | $724M | $722M | $718M | $718M | $718M | $718M | $710M | $710M | |
| Intangibles | $74M | $78M | $82M | $85M | $89M | $93M | $97M | $101M | $107M | $107M | · | $114M | $118M | $111M | · | |
| Other Non-current Assets | $29M | $27M | $27M | $27M | $28M | $30M | $30M | $30M | $15M | $14M | · | $11M | $11M | $10M | · | |
| Total Assets | $2.50B | $2.45B | $2.49B | $2.46B | $2.48B | $2.46B | $2.47B | $2.46B | $2.50B | $2.49B | · | $2.53B | $2.52B | $2.75B | · | |
| Accounts Payable | $229M | $222M | $220M | $225M | $213M | $213M | $209M | $206M | $208M | $189M | · | $210M | $208M | $213M | · | |
| Accrued Liabilities | $156M | $148M | $168M | $165M | $173M | $156M | $166M | $148M | $143M | $174M | · | $165M | $143M | $169M | · | |
| Current Liabilities | $825M | $709M | $726M | $729M | $644M | $623M | $626M | $605M | $630M | $628M | · | $683M | $645M | $727M | · | |
| Capital Leases | $26M | $25M | $27M | $31M | $32M | $31M | $35M | $37M | $41M | $41M | · | $43M | $47M | $46M | · | |
| Total Liabilities | $1.08B | $1.07B | $1.10B | $1.07B | $1.10B | $1.10B | $1.09B | $1.06B | $1.10B | $1.10B | · | $1.02B | $1.09B | $1.35B | · | |
| Long-term Debt | · | · | · | $485M | · | · | · | $508M | · | · | · | · | · | $780M | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $780M | · | |
| Common Stock | $57.0K | $57.0K | $57.0K | · | $57.0K | $57.0K | $57.0K | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $1.11B | $1.10B | $1.10B | $1.09B | $1.08B | $1.08B | $1.08B | $1.07B | $1.06B | $1.05B | · | $839M | $824M | $814M | · | |
| Retained Earnings | $451M | $420M | $427M | $433M | $424M | $423M | $443M | $457M | $464M | $465M | · | $776M | $726M | $704M | · | |
| Treasury Stock | $120M | $121M | $121M | $117M | $118M | $119M | $119M | $114M | $115M | $115M | · | $108M | $109M | $110M | · | |
| AOCI | $-20M | $-18M | $-22M | $-21M | $-22M | $-28M | $-25M | $-21M | $-17M | $-17M | · | $-18M | $-20M | $-22M | · | |
| Stockholders' Equity | $1.42B | $1.38B | $1.38B | $1.39B | $1.37B | $1.36B | $1.38B | $1.39B | $1.39B | $1.39B | · | $1.49B | $1.42B | $1.39B | · | |
| Liabilities + Equity | $2.50B | $2.45B | $2.49B | $2.46B | $2.48B | $2.46B | $2.47B | $2.46B | $2.50B | $2.49B | · | $2.53B | $2.52B | $2.75B | · |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $25M | $25M | $23M | $23M | $23M | $22M | $21M | · | $20M | $19M | $19M | · | $19M | $18M | |
| Stock-based Comp | $5M | $5M | $4M | $2M | $3M | $4M | $4M | $6M | $5M | $5M | $4M | $5M | $5M | $5M | $5M | |
| Restructuring | $0 | $2M | $5M | · | $3M | $1M | $2M | · | $6M | $916.0K | · | $2M | $2M | $2M | · | |
| Operating Cash Flow | $102M | $94M | $29M | $80M | $97M | $54M | $102M | $107M | · | $81M | $133M | $151M | · | $76M | $111M | |
| CapEx | $21M | $21M | $22M | $22M | $21M | $30M | $20M | $26M | · | $18M | $28M | $24M | · | $26M | $16M | |
| Investing Cash Flow | $-21M | $-21M | $-21M | $-22M | $9M | $-30M | $-20M | $-40M | · | $-18M | $-28M | $-23M | · | $-26M | $-50M | |
| Debt Issued | · | · | · | $0 | · | · | · | $0 | · | · | $0 | · | · | · | · | |
| Stock Repurchased | $171.0K | $764.0K | $13M | $179.0K | $9M | $12M | $18M | $21M | · | $132M | $59M | $65.0K | $12M | $19M | $22M | |
| Net Stock Activity | · | · | $-13M | · | · | · | $-18M | · | · | $-132M | · | $-65.0K | $-12M | $-19M | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | $44M | $44M | $44M | · | |
| Financing Cash Flow | $-53M | $-67M | $-24M | $-74M | $-77M | $-40M | $-53M | $-63M | · | $-87M | $-112M | $-119M | · | $-68M | $-46M | |
| Net Change in Cash | $28M | $6M | $-16M | $-15M | $30M | $-16M | $28M | $4M | · | $-24M | $-8M | $9M | · | $-17M | $15M | |
| Free Cash Flow | · | · | $7M | · | · | · | $82M | · | · | $63M | · | · | · | $51M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $59M | · | · | · | $45M | · |
Rentabilidad
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.1% | 41.1% | 40.7% | · | 41.0% | 41.0% | 40.7% | · | 41.5% | 41.2% | · | 40.7% | 41.2% | 41.5% | · | |
| Operating Margin | 10.2% | 7.1% | 7.9% | · | 8.5% | 7.0% | 7.8% | · | 9.8% | 10.7% | · | 12.8% | 11.9% | 12.1% | · | |
| Net Margin | 7.7% | 4.6% | 5.4% | · | 5.9% | 4.4% | 5.0% | · | 6.6% | 7.3% | · | 9.0% | 8.2% | 8.5% | · | |
| Pretax Margin | 10.0% | 6.1% | 7.0% | · | 7.7% | 5.8% | 6.5% | · | 8.6% | 9.6% | · | 12.0% | 11.0% | 11.3% | · | |
| EBITDA Margin | 10.2% | 7.1% | 7.9% | · | 8.5% | 7.0% | 7.8% | · | 9.8% | 10.7% | · | 12.8% | 11.9% | 12.1% | · | |
| ROA | 3.2% | 1.7% | 2.1% | · | 2.3% | · | 1.9% | · | · | · | · | 3.7% | 3.1% | 3.1% | · | |
| ROE | 5.8% | 3.1% | 3.8% | · | 4.1% | · | 3.4% | · | · | · | · | 6.8% | 6.0% | 6.3% | · | |
| ROIC | 5.7% | 3.5% | 4.2% | · | 4.6% | · | 4.0% | · | · | · | · | 6.8% | 6.0% | 4.0% | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.7 | 1.7 | · | 1.9 | · | 1.9 | · | · | · | · | 1.9 | 2.0 | 2.1 | · | |
| Quick Ratio | 0.6 | 0.6 | 0.6 | · | 0.7 | · | 0.7 | · | · | · | · | 0.7 | 0.7 | 1.0 | · | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.6 | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.3 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | 13.1 | 19.1 | · | 26.9 | 19.2 | 16.8 | · |
Eficiencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | · | 0.4 | · | 0.4 | · | · | · | · | 0.4 | 0.4 | 0.4 | · | |
| Inventory Turnover | 0.9 | 0.8 | 0.9 | · | 0.9 | · | 0.8 | · | · | · | · | 0.9 | 0.8 | 0.8 | · | |
| Receivables Turnover | 2.5 | 2.4 | 2.3 | · | 2.3 | · | 2.3 | · | · | · | · | 1.9 | 1.9 | 1.5 | · |
Por Acción
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $18.70 | $16.42 | $17.25 | · | $17.41 | $15.97 | $16.56 | · | $16.56 | $16.82 | · | $18.78 | $17.17 | $17.08 | · | |
| Cash Flow / Share | · | · | $0.53 | · | · | · | $1.82 | · | · | $1.43 | · | · | · | $1.36 | · | |
| Dividend / Share | $0.87 | $0.87 | $0.87 | · | $0.85 | $0.85 | $0.85 | · | · | $0.83 | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | · | $0.79 | $0.79 | $0.79 | · | |
| EPS (TTM) | $4.15 | $3.73 | $3.68 | · | · | · | $4.19 | · | $5.81 | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.91B | $3.83B | $3.81B | · | · | · | $3.80B | · | $4.08B | · | · | · | · | · | · | |
| Net Income TTM | $231M | $208M | $205M | · | · | · | $236M | · | $328M | · | · | · | · | · | · | |
| P/E | 26.4 | 25.2 | 24.2 | · | · | · | 20.5 | · | 17.2 | · | · | · | · | · | · | |
| Earnings Yield | 3.8% | 4.0% | 4.1% | · | · | · | 4.9% | · | 5.8% | · | · | · | · | · | · | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | · | · | · | 54.4% | · |
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 | 2025-08-30 | 2024-08-31 | 2023-09-02 | 2022-09-03 | 2021-08-28 |
|---|---|---|---|---|---|
| Ingresos | $3.77B | $3.82B | $4.01B | $3.69B | $3.24B |
| Margen Bruto % | 40.8% | 41.2% | 41.0% | 42.2% | 41.1% |
| Margen Operativo % | 8.0% | 10.2% | 12.1% | 12.7% | 9.3% |
| Beneficio neto | $199M | $259M | $343M | $340M | $217M |
| EPS Diluido | $3.57 | $4.58 | $6.11 | $6.06 | $3.87 |
| Métrica | 2025-08-30 | 2024-08-31 | 2023-09-02 | 2022-09-03 | 2021-08-28 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.4 | 0.3 | 0.6 | 0.7 |
| Ratio corriente | 1.7 | 2.0 | 2.0 | 2.1 | 2.3 |
| Ratio Rápido | 0.7 | 0.7 | 0.7 | 1.0 | 1.1 |
| Métrica | 2025-08-30 | 2024-08-31 | 2023-09-02 | 2022-09-03 | 2021-08-28 |
|---|---|---|---|---|---|
| Flujo de caja libre | $241M | $311M | $607M | $185M | $171M |
Propietarios institucionales (13F) 514 declarantes · $5.8B 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.
Tenedores
514
Valor en tenencia
$5.8B
Nuevas posiciones
107
Posiciones cerradas
40
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 107 (+25 vs trimestre anterior) | 40 (-25 vs trimestre anterior) | 161 (+16 vs trimestre anterior) | 141 (+9 vs trimestre anterior) | +744K |
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. | $661 421 209 | 5 560 498 | 11,37% | Acciones |
| VANGUARD GROUP INC | $354 797 716 | 4 218 760 | 6,10% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254 454 985 | 2 139 176 | 4,37% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $241 041 113 | 2 026 407 | 4,14% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $224 508 500 | 1 887 419 | 3,86% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $207 443 745 | 1 743 956 | 3,56% | Acciones |
| Boston Partners | $203 954 463 | 1 714 389 | 3,50% | Acciones |
| FIRST TRUST ADVISORS LP | $199 462 080 | 1 676 859 | 3,43% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $182 066 773 | 1 530 616 | 3,13% | Acciones |
| STATE STREET CORP | $174 097 599 | 1 463 620 | 2,99% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $148 451 153 | 1 248 087 | 2,55% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $139 014 416 | 1 168 449 | 2,39% | Acciones |
| Epoch Investment Partners, Inc. | $110 246 428 | 926 830 | 1,89% | Acciones |
| MORGAN STANLEY | $93 212 220 | 783 623 | 1,60% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $89 397 229 | 751 553 | 1,54% | Acciones |
| Quantinno Capital Management LP | $77 743 170 | 653 578 | 1,34% | Acciones |
| CITADEL ADVISORS LLC | $73 690 358 | 619 507 | 1,27% | Acciones |
| Alberta Investment Management Corp | $67 801 500 | 570 000 | 1,17% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $64 293 546 | 540 509 | 1,10% | Acciones |
| NEW SOUTH CAPITAL MANAGEMENT INC | $64 117 143 | 539 026 | 1,10% | Acciones |
| Bank of New York Mellon Corp | $56 006 428 | 470 840 | 0,96% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $53 588 039 | 457 743 | 0,92% | Acciones |
| Allianz Asset Management GmbH | $52 901 942 | 444 741 | 0,91% | Acciones |
| NORTHERN TRUST CORP | $51 771 085 | 435 234 | 0,89% | Acciones |
| Alyeska Investment Group, L.P. | $49 938 541 | 419 828 | 0,86% | Acciones |
| Boston Trust Walden Corp | $49 416 588 | 415 440 | 0,85% | Acciones |
| GOLDMAN SACHS GROUP INC | $47 897 237 | 402 667 | 0,82% | Acciones |
| NORGES BANK | $47 342 695 | 398 005 | 0,81% | Acciones |
| FMR LLC | $46 674 479 | 392 387 | 0,80% | Acciones |
| Invesco Ltd. | $44 631 230 | 375 210 | 0,77% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $44 593 923 | 374 896 | 0,77% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $44 447 333 | 373 664 | 0,76% | Acciones |
| BANK OF AMERICA CORP /DE/ | $43 603 739 | 366 572 | 0,75% | Acciones |
| ROYCE & ASSOCIATES LP | $42 452 898 | 356 897 | 0,73% | Acciones |
| FIL Ltd | $41 880 749 | 352 087 | 0,72% | Acciones |
| SG Capital Management LLC | $40 894 177 | 343 793 | 0,70% | Acciones |
| AMERIPRISE FINANCIAL INC | $39 384 485 | 331 101 | 0,68% | Acciones |
| Freestone Grove Partners LP | $38 211 379 | 321 239 | 0,66% | Acciones |
| Qube Research & Technologies Ltd | $34 834 270 | 292 848 | 0,60% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $34 315 053 | 288 483 | 0,59% | Acciones |
| Bragg Financial Advisors, Inc | $33 483 474 | 281 492 | 0,58% | Acciones |
| Gotham Asset Management, LLC | $33 068 576 | 278 004 | 0,57% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $32 571 218 | 352 999 | 0,56% | Acciones |
| Medina Value Partners, LLC | $30 756 902 | 258 570 | 0,53% | Acciones |
| JPMORGAN CHASE & CO | $30 242 146 | 257 328 | 0,52% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $29 556 815 | 248 481 | 0,51% | Acciones |
| Interval Partners, LP | $29 095 646 | 244 604 | 0,50% | Acciones |
| Bahl & Gaynor LLC | $28 755 925 | 241 748 | 0,49% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $28 132 151 | 236 504 | 0,48% | Acciones |
| Point72 Asset Management, L.P. | $27 299 501 | 229 504 | 0,47% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| Mitchell Jacobson, Erik Gershwind, Stacey L. Bennett, Marjorie Gershwind Fiverson ×3 presentaciones | 5 de octubre de 2023 | · | 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.
Informantes de la empresa 46 insiders · 30 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert M Kuhns | EVP, Chief Financial Officer | 14 de septiembre de 2026 A | · | 0 | 0 | $0 |
| Gregory Haefele Clark | VP & Interim CFO | 5 de noviembre de 2025 M | 612 | 0 | 0 | $0 |
| Kristen Actis-Grande | EVP & Chief Financial Officer | 6 de noviembre de 2024 M | 12 645 | 0 | 0 | $0 |
| Rustom Jilla | EVP & Chief Financial Officer | 13 de enero de 2020 M | 18 913 | 0 | 0 | $0 |
| Jeffrey Kaczka | EVP and CFO | 29 de marzo de 2015 F | 15 928 | 0 | 0 | $0 |
| Cgarkes A Boehlke JR | EXECUTIVE VP AND CFO | 14 de enero de 2011 M | 42 827 | 0 | 0 | $0 |
| Martina Mcisaac | President & COO | 4 de noviembre de 2025 M | 8 271 | 0 | 0 | $0 |
| Walter Siegel | SVP, Gen Counsel & Corp Sec | 20 de julio de 2026 A | · | 0 | 0 | $0 |
| Julie Valsa Rockett | VP, Chief People Officer | 17 de diciembre de 2025 M | 1 464 | 0 | 0 | $0 |
| Kimberly Shacklett | SVP, Customer Experience | 5 de noviembre de 2025 M | 16 006 | 0 | 0 | $0 |
| Neal Dongre | SVP, Gen Counsel & Corp Sec | 5 de noviembre de 2025 M | 4 380 | 0 | 0 | $0 |
| Jahida Salim Nadi | Senior Vice President, Sales | 3 de noviembre de 2025 A | · | 0 | 0 | $0 |
| John Joseph Reichelt | SVP, Chief Information Officer | 3 de noviembre de 2025 A | · | 0 | 0 | $0 |
| Elizabeth Bledsoe | SVP & Chief People Officer | 6 de noviembre de 2024 M | 8 846 | 0 | 0 | $0 |
| John Hill | SVP, Chief Digital Info Offr. | 18 de abril de 2024 M | 2 297 | 0 | 0 | $0 |
| Douglas E Jones | EVP, Chief Supply Chain | 7 de febrero de 2023 S | 4 938 | 0 | 0 | $0 |
| Steven N Baruch | EVP, STRATEGY & MARKETING | 11 de agosto de 2022 M | 12 702 | 0 | 0 | $0 |
| Gregory Polli | SVP, PRODUCT MANAGEMENT | 30 de noviembre de 2021 A | 11 083 | 0 | 0 | $0 |
| Kari D Heerdt | SVP, New Business Innovation | 8 de noviembre de 2021 M | 16 192 | 0 | 0 | $0 |
| Edward F Martin Jr | SVP, Sales & Customer Success | 27 de julio de 2021 A | 0 | 0 | 0 | $0 |
| Steve Armstrong | SVP, GC and Corp. Secy. | 27 de julio de 2021 A | 8 819 | 0 | 0 | $0 |
| David Wright | SVP, SALES | 27 de noviembre de 2018 A | 19 669 | 0 | 0 | $0 |
| Christopher Davanzo | SVP, Finance and Controller | 30 de enero de 2018 A | 6 548 | 0 | 0 | $0 |
| David Sandler | Executive Vice Chairman | 13 de enero de 2016 G | 53 856 | 0 | 0 | $0 |
| Thomas Cox | Executive VP, Sales | 13 de noviembre de 2014 M | 16 883 | 0 | 0 | $0 |
| Eileen Mcguire | EVP of Human Resources | 16 de enero de 2014 M | 15 340 | 0 | 0 | $0 |
| Shelley Boxer | VP, Finance and Accounting | 17 de agosto de 2012 F | 2 415 | 0 | 0 | $0 |
| Thomas Eccleston | V.P. Facilities & Asst. Secy. | 16 de octubre de 2008 A | 5 548 | 0 | 0 | $0 |
| James A Schroeder | Sr Executive Project Manager | 10 de enero de 2006 A | 24 520 | 0 | 0 | $0 |
| Ross Anker | Sr VP of Prod Mgmt & Info Sys | 11 de noviembre de 2005 M | 11 098 | 0 | 0 | $0 |
| Mitchell Jacobson | Consejero | 7 de abril de 2026 G | 2 878 615 | 5 | 0 | $17 350 914 |
| Steven Paladino | Consejero | 5 de febrero de 2026 G | 13 960 | 0 | 0 | $0 |
| Rudina Seseri | Consejero | 2 de febrero de 2026 S | 6 090 | 0 | 1 | $-156 294 |
| Rahquel Purcell | Consejero | 24 de enero de 2026 M | 3 912 | 0 | 0 | $0 |
| Michael C Kaufmann | Consejero | 24 de enero de 2026 M | 15 551 | 0 | 0 | $0 |
| Robert B Aarnes | Consejero | 23 de enero de 2026 A | 823 | 0 | 0 | $0 |
| Philip Peller | Consejero | 23 de enero de 2026 A | 9 537 | 1 | 0 | $600 873 |
| Erik Gershwind | Consejero | 23 de enero de 2026 A | 0 | 0 | 0 | $0 |
| Louise K Goeser | Consejero | 23 de enero de 2026 A | 13 802 | 0 | 0 | $0 |
| Jonathan L.S. Byrnes | Consejero | 15 de diciembre de 2020 M | 16 776 | 0 | 0 | $0 |
| Denis F Kelly | Consejero | 15 de diciembre de 2020 M | 12 087 | 0 | 0 | $0 |
| Roger Fradin | Consejero | 29 de enero de 2020 M | 38 303 | 0 | 0 | $0 |
| Raymond Langton | Consejero | 27 de julio de 2007 M | 1 250 | 0 | 0 | $0 |
| Marjorie Gershwind | Propietario del 10% | 4 de octubre de 2023 J | 883 058 | 0 | 0 | $0 |
| Stacey L. Bennett | Propietario del 10% | 4 de octubre de 2023 J | 514 315 | 0 | 0 | $0 |
| Charles Bonomo | · | 27 de julio de 2021 A | 2 643 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 74 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 |
|---|---|---|---|---|
| FMTM · EA Series Trust | 3,21% | 65 549 NS | 31 de julio de 2026 | N-PORT |
| CVSM · Elevation Series Trust | 2,51% | 19 177 NS | 31 de julio de 2026 | N-PORT |
| FDIV · EA Series Trust | 2,12% | 10 058 NS | 31 de julio de 2026 | N-PORT |
| DIVD · EA Series Trust | 1,15% | 1 986 NS | 31 de julio de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,97% | 2 778 NS | 31 de julio de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,73% | 305 012 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,63% | 3 156 NS | 31 de julio de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 0,49% | 272 078 SH | 2 de octubre de 2026 | Diario |
| DVY · iShares Trust | 0,48% | 939 736 SH | 11 de septiembre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,43% | 17 131 SH | 19 de agosto de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,41% | 15 557 NS | 31 de julio de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 11 381 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,29% | 855 NS | 31 de julio de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,23% | 13 972 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,23% | 1 618 NS | 31 de julio de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 14 920 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,19% | 6 068 SH | 2 de octubre de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,18% | 22 804 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,17% | 17 127 SH | 2 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,16% | 5 076 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 101 880 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,15% | 73 871 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,15% | 184 113 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,14% | 28 411 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,12% | 672 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,12% | 18 974 SH | 19 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,11% | 650 228 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 17 740 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,08% | 14 717 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,08% | 8 659 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,08% | 6 152 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,08% | 24 362 SH | 11 de septiembre de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,07% | 54 126 SH | 19 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,07% | 10 708 SH | 11 de septiembre de 2026 | Diario |
| HDV · iShares Trust | 0,07% | 83 672 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 525 652 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1 024 457 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,05% | 67 704 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 2 714 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 2 935 SH | 2 de octubre de 2026 | Diario |
| IWR · iShares Trust | 0,04% | 187 269 SH | 11 de septiembre de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,04% | 2 615 SH | 19 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,04% | 49 446 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,03% | 5 034 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 1 137 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 98 133 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 8 368 SH | 2 de octubre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 15 564 SH | 2 de octubre de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 181 511 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 27 331 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,02% | 4 172 NS | 31 de julio de 2026 | N-PORT |
| DIVB · iShares Trust | 0,02% | 2 576 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,01% | 100 524 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 2 370 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 11 904 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,01% | 23 696 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 420 726 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 264 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 868 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 10 220 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 15 073 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 1 945 SH | 8 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 12 704 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 30 193 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 57 393 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 17 212 SH | 11 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 34 280 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 1 606 255 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 111 931 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 135 131 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 6 276 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 843 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 4 760 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 15 090 SH | 11 de septiembre de 2026 | Diario |
MSM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$140.00
+7,6%
1 7,1%
Compra fuerte
5 35,7%
Compra
8 57,1%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-28Objetivo medio $131.00 +0,7%
Ahora
Precio Actual $130.12
Mín$67.00
Media$131.00
Máx$155.00
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 |
|---|---|---|---|---|---|---|
| MSM | · | 25.3 | -1.4% | 5.3% | 14.3% | 40.8% |
| AIT | $12.44B | 30.9 | 8.8% | 8.3% | 22.4% | 30.3% |
| WSO | $13.14B | 27.5 | -5.0% | 6.9% | 18.3% | 28.1% |
| QXO | $13.01B | -30.6 | 11925.0% | -4.1% | -2.9% | 23.0% |
| CNM | · | 23.1 | 2.8% | 5.8% | 23.9% | 26.9% |
| GATX | $6.00B | 18.6 | 9.8% | 19.1% | 12.8% | · |
| RUSHA | · | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| EQPT | · | · | 16.3% | 0.91% | 7.4% | 28.3% |
| XMTR | · | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| HRI | $4.94B | 4946.0 | 22.7% | 0.02% | 0.05% | · |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Jul 1, 2026