NOVT Novanta Inc. - Common Shares
$144,80
Precio · Ago 20, 2026
Fundamentales a fecha de Feb 23, 2026
Rango 52S
$98–$176
60% of range
Calificación del Analista
STRONG BUY
9 analysts
Precio Objetivo
$194
+34% upside
P/E (TTM)
98.5
ROE
5.2%
Margen de Beneficio Neto
5.5%
NOVT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$144.79
Capitalización Bursátil
$5.16B
P/E (TTM)
98.5
BPA (TTM)
$1.47
Ingresos (TTM)
$981M
Rendimiento div.
—
ROE
5.2%
Deuda/Capital
0.2
Rango 52S
$98 – $176
NOVT Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$981M
2016-12-31
→
2025-12-31
BPA
$1.47
2016-12-31
→
2025-12-31
Flujo de caja libre
$48M
2016-12-31
→
2025-12-31
Márgenes
5.5%
2016-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NOVT
Mediana de Pares
P/E (TTM)
98.5
33.5
P/S (TTM) (P/V (TTM))
5.3
4.9
P/B (P/C)
3.9
3.8
EV / EBITDA
32.3
—
Price / FCF (Precio / FCF)
106.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NOVT
Mediana de Pares
Gross Margin (Margen Bruto)
44.4%
45.8%
Operating Margin (Margen Operativo)
9.6%
—
Net Profit Margin (Margen de Beneficio Neto)
5.5%
12.8%
ROA
3.4%
6.9%
ROE
5.2%
13.0%
ROIC
4.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NOVT
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.2
—
Current Ratio (Ratio corriente)
3.7
1.8
Quick Ratio (Ratio Rápido)
2.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NOVT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
4.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
10.7%
—
EPS YoY (EPS interanual)
-17.0%
—
Net Income YoY (Beneficio Neto interanual)
-16.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NOVT
Mediana de Pares
NOVT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 4 44,4%
- Compra 4 44,4%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-17
Mediana
$194.50
← Por Debajo de Todos los Objetivos
$144.79
Mín
$194.00
Máx
$195.00
Objetivo mediano
$194.50
+34,3%
Objetivo medio
$194.50
+34,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.89 | $0.85 | 0.04% |
| 31 de marzo de 2026 | $0.81 | $0.79 | 0.02% |
| 31 de diciembre de 2025 | $0.91 | $0.90 | 0.01% |
| 30 de septiembre de 2025 | $0.87 | $0.83 | 0.04% |
| 30 de junio de 2025 | $0.76 | $0.75 | 0.01% |
| 31 de marzo de 2025 | $0.74 | $0.69 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | — |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | — |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| MIR | — | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| OSIS | $3.78B | 25.8 | 11.3% | 8.7% | 16.8% | 34.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $981M | $949M | $882M | $861M | $707M | $591M | $626M | $614M | $521M | $385M | $374M | $365M | |
| Cost of Revenue | $545M | $528M | $482M | $482M | $406M | $346M | $364M | $353M | $301M | $222M | $216M | $215M | |
| Gross Profit | $435M | $422M | $400M | $378M | $300M | $245M | $262M | $262M | $221M | $162M | $158M | $150M | |
| R&D Expense | $95M | $96M | $92M | $86M | $73M | $61M | $56M | $51M | $42M | $32M | $31M | $29M | |
| SG&A Expense | $196M | $176M | $164M | $159M | $129M | $110M | $118M | $116M | $102M | $81M | $82M | $84M | |
| Operating Expenses | $341M | $311M | $289M | $275M | $236M | $189M | $207M | $191M | $163M | $129M | $129M | $167M | |
| Operating Income | $94M | $111M | $110M | $103M | $64M | $56M | $55M | $71M | $58M | $33M | $29M | $-17M | |
| Other Non-op | $-708.0K | $-442.0K | $-675.0K | $-371.0K | $-368.0K | $21.0K | $-243.0K | $-44.0K | $-229.0K | $2M | $3M | $3M | |
| Pretax Income | $70M | $79M | $84M | $87M | $56M | $48M | $46M | $61M | $76M | $33M | $46M | $-18M | |
| Income Tax | $16M | $15M | $11M | $13M | $6M | $4M | $5M | $10M | $14M | $11M | $10M | $-1M | |
| Net Income | $54M | $64M | $73M | $74M | $50M | $45M | $41M | $49M | $60M | $22M | $36M | $-24M | |
| EPS (Basic) | $1.47 | $1.78 | $2.03 | $2.08 | $1.42 | $1.27 | $1.16 | $1.46 | $1.14 | $0.63 | $1.03 | $-0.70 | |
| EPS (Diluted) | $1.47 | $1.77 | $2.02 | $2.06 | $1.41 | $1.25 | $1.15 | $1.43 | $1.13 | $0.63 | $1.02 | $-0.70 | |
| Shares (Basic) | 36,589,000 | 35,950,000 | 35,844,000 | 35,652,000 | 35,396,000 | 35,144,000 | 35,030,000 | 34,913,000 | 34,817,000 | 34,694,000 | 34,579,000 | 34,352,000 | |
| Shares (Diluted) | 36,702,000 | 36,124,000 | 36,031,000 | 35,909,000 | 35,781,000 | 35,654,000 | 35,546,000 | 35,473,000 | 35,280,000 | 34,914,000 | 34,827,000 | 34,352,000 | |
| EBITDA | $156M | $166M | $157M | $156M | $107M | $94M | $94M | $108M | $88M | $54M | $49M | $-17M |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $381M | $114M | $105M | $100M | $117M | $125M | $79M | $82M | $100M | $68M | $60M | $51M | |
| Receivables | $185M | $151M | $139M | $138M | $116M | $75M | $91M | $84M | $81M | $64M | $57M | $51M | |
| Inventory | $188M | $145M | $149M | $168M | $126M | $93M | $117M | $105M | $91M | $60M | $60M | $63M | |
| Prepaid Expense | $19M | $16M | $13M | $13M | $13M | $8M | $12M | $9M | $11M | $6M | $6M | $5M | |
| Current Assets | $783M | $434M | $415M | $421M | $374M | $304M | $305M | $282M | $288M | $199M | $185M | $183M | |
| PP&E (Net) | $118M | $113M | $109M | $103M | $87M | $79M | $78M | $65M | $62M | $35M | $41M | $40M | |
| PP&E (Gross) | $251M | $225M | $213M | $196M | $178M | $165M | $155M | $134M | $127M | $91M | $92M | $97M | |
| Accum. Depreciation | $133M | $112M | $103M | $93M | $90M | $86M | $77M | $69M | $65M | $55M | $51M | $57M | |
| Goodwill | $647M | $584M | $485M | $479M | $480M | $286M | $275M | $218M | $211M | $108M | $103M | $91M | |
| Intangibles | $181M | $186M | $145M | $176M | $221M | $149M | $166M | $143M | $155M | $62M | $66M | $67M | |
| Other Non-current Assets | $9M | $6M | $6M | $4M | $6M | $3M | $3M | $2M | $4M | $13M | $13M | $12M | |
| Total Assets | $1.81B | $1.39B | $1.23B | $1.24B | $1.23B | $865M | $870M | $720M | $727M | $426M | $416M | $396M | |
| Accounts Payable | $95M | $77M | $57M | $75M | $69M | $43M | $53M | $51M | $40M | $32M | $24M | $26M | |
| Current Liabilities | $212M | $168M | $139M | $165M | $184M | $114M | $135M | $104M | $98M | $70M | $57M | $54M | |
| Capital Leases | $39M | $41M | $37M | $41M | $46M | $33M | $34M | · | $8M | $8M | $9M | $10M | |
| Deferred Tax | $18M | $13M | $16M | $17M | $34M | $24M | $27M | · | · | · | · | · | |
| Other Non-current Liabilities | $7M | $4M | $6M | $6M | $10M | $17M | $37M | $17M | $15M | $19M | $19M | $19M | |
| Total Liabilities | $493M | $643M | $553M | $664M | $707M | $388M | $453M | $351M | $368M | $167M | $171M | $185M | |
| Long-term Debt | $251M | $417M | $354M | $435M | $434M | $200M | $220M | $207M | $235M | $78M | $96M | $112M | |
| Total Debt | $251M | $417M | $354M | $435M | $434M | $200M | $220M | $207M | $235M | $78M | $96M | $115M | |
| Common Stock | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | |
| Retained Earnings | $321M | $268M | $203M | $131M | $57M | $6M | $-38M | $-79M | $-128M | $-168M | $-190M | $-225M | |
| AOCI | $-3M | $-30M | $-24M | $-32M | $-13M | $-12M | $-18M | $-23M | $-18M | $-28M | $-19M | $-16M | |
| Stockholders' Equity | $1.31B | $746M | $673M | $578M | $521M | $477M | $417M | $368M | $312M | $259M | $245M | $211M | |
| Liabilities + Equity | $1.81B | $1.39B | $1.23B | $1.24B | $1.23B | $865M | $870M | $720M | $727M | $426M | $416M | $396M | |
| Shares Outstanding | 35,671,000 | 35,938,000 | 35,814,000 | 35,711,000 | 35,601,000 | 35,163,000 | 35,052,000 | 34,886,000 | 34,595,000 | 34,458,000 | 34,345,000 | 34,219,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $62M | $56M | $47M | $53M | $43M | $38M | $38M | $37M | $31M | $21M | $20M | $24M | |
| Stock-based Comp | $30M | $23M | $26M | $23M | $26M | $23M | $9M | $8M | $5M | $4M | $4M | $4M | |
| Deferred Tax | $-9M | $-16M | $-15M | $-19M | $-4M | $-4M | $-4M | $-6M | $-3M | $-2M | $-2M | $-7M | |
| Amort. of Intangibles | $27M | $26M | $20M | $26M | $17M | $14M | $16M | $16M | $12M | $8M | $8M | $10M | |
| Restructuring | $16M | $10M | $12M | $4M | $8M | $4M | $9M | $2M | $346.0K | $5M | $6M | $414.0K | |
| Other Non-cash | $-72M | $31M | $-10M | $-41M | $-21M | $38M | $-21M | $2M | $-30M | $2M | $-25M | · | |
| Operating Cash Flow | $64M | $159M | $120M | $91M | $95M | $140M | $63M | $90M | $63M | $48M | $33M | $42M | |
| CapEx | $16M | $17M | $20M | $20M | $20M | $11M | $11M | $15M | $9M | $8M | $6M | $5M | |
| Investing Cash Flow | $-74M | $-208M | $-20M | $-43M | $-307M | $-13M | $-64M | $-46M | $-177M | $-13M | $-2M | $-90M | |
| Stock Repurchased | $39M | · | · | $10M | · | $6M | $10M | $6M | $370.0K | $2M | $2M | · | |
| Net Stock Activity | $-39M | · | · | $-10M | · | $-6M | $-10M | $-6M | $-370.0K | $-2M | $-2M | · | |
| Financing Cash Flow | $276M | $57M | $-98M | $-60M | $205M | $-84M | $-4M | $-60M | $143M | $-23M | $-22M | $40M | |
| Net Change in Cash | $267M | $9M | $5M | $-17M | $-8M | $46M | $-3M | $-18M | $32M | $8M | $9M | $-10M | |
| Taxes Paid | $37M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $48M | $141M | $100M | $71M | $75M | $130M | $53M | $75M | $54M | $39M | $28M | $37M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.4% | 44.4% | 45.4% | 44.0% | 42.5% | 41.4% | 41.9% | 42.6% | 42.3% | 42.2% | 42.3% | 41.2% | |
| Operating Margin | 9.6% | 11.7% | 12.5% | 12.0% | 9.1% | 9.5% | 8.8% | 11.6% | 11.0% | 8.5% | 7.7% | -4.6% | |
| Net Margin | 5.5% | 6.8% | 8.3% | 8.6% | 7.1% | 7.5% | 6.5% | 8.0% | 11.5% | 5.7% | 9.5% | -6.7% | |
| Pretax Margin | 7.1% | 8.3% | 9.5% | 10.1% | 8.0% | 8.2% | 7.3% | 10.0% | 14.6% | 8.5% | 12.3% | -4.9% | |
| EBITDA Margin | 15.9% | 17.5% | 17.8% | 18.1% | 15.2% | 16.0% | 14.9% | 17.6% | 16.9% | 13.9% | 13.2% | -4.6% | |
| ROA | 3.4% | 4.9% | 5.9% | 6.0% | 4.8% | 5.1% | 5.1% | 6.8% | 10.4% | 5.2% | 8.8% | -6.2% | |
| ROE | 5.2% | 9.0% | 11.7% | 13.5% | 10.1% | 10.0% | 10.4% | 14.4% | 21.1% | 8.7% | 15.6% | -10.7% | |
| ROIC | 4.6% | 7.7% | 9.4% | 8.6% | 6.0% | 7.6% | 7.7% | 10.3% | 8.6% | 6.5% | 6.6% | -4.9% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.7 | 2.6 | 3.0 | 2.6 | 2.0 | 2.7 | 2.3 | 2.7 | 2.9 | 2.8 | 3.3 | 3.4 | |
| Quick Ratio | 2.7 | 1.6 | 1.8 | 1.4 | 1.3 | 1.8 | 1.3 | 1.6 | 1.8 | 1.9 | 2.1 | 1.9 | |
| Debt / Equity | 0.2 | 0.6 | 0.5 | 0.8 | 0.8 | 0.4 | 0.5 | 0.6 | 0.8 | 0.3 | 0.4 | 0.5 | |
| LT Debt / Equity | 0.2 | 0.6 | 0.5 | 0.7 | 0.8 | 0.4 | 0.5 | 0.6 | 0.7 | 0.3 | 0.4 | 0.5 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 0.9 | 0.9 | 0.9 | |
| Inventory Turnover | 3.3 | 3.6 | 3.0 | 3.3 | 3.7 | 3.3 | 3.3 | 3.6 | 4.0 | 3.7 | 3.5 | 3.5 | |
| Receivables Turnover | 5.8 | 6.5 | 6.4 | 6.8 | 7.4 | 7.1 | 7.2 | 7.4 | 7.2 | 6.4 | 6.9 | 7.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.3% | 7.7% | 2.4% | 21.8% | 19.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.4% | 10.3% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -17.0% | -12.4% | -1.9% | 46.1% | 12.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -10.6% | 7.9% | 17.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -16.0% | -12.1% | -1.6% | 47.1% | 13.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -10.1% | 8.4% | 17.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $981M | $949M | $882M | $861M | $707M | $591M | $626M | $614M | $521M | $385M | $374M | $365M | |
| Net Income TTM | $54M | $64M | $73M | $74M | $50M | $45M | $41M | $49M | $60M | $22M | $36M | $-24M | |
| Market Cap | $4.24B | $5.49B | $6.03B | $4.85B | $6.28B | $4.16B | $3.10B | $2.20B | $1.73B | $724M | $468M | $504M | |
| Enterprise Value | $4.11B | $5.79B | $6.28B | $5.19B | $6.59B | $4.23B | $3.24B | $2.32B | $1.86B | $733M | $504M | $568M | |
| P/E | 80.9 | 86.3 | 83.4 | 66.0 | 125.1 | 94.6 | 76.9 | 44.1 | 44.2 | 33.3 | 13.4 | -21.0 | |
| P/S | 4.3 | 5.8 | 6.8 | 5.6 | 8.9 | 7.0 | 5.0 | 3.6 | 3.3 | 1.9 | 1.3 | 1.4 | |
| P/B | 3.2 | 7.4 | 9.0 | 8.4 | 12.0 | 8.7 | 7.4 | 6.0 | 5.6 | 2.8 | 1.9 | 2.4 | |
| P / Tangible Book | 8.7 | · | 137.3 | · | · | 98.3 | · | · | · | · | · | · | |
| P / Cash Flow | 66.3 | 34.6 | 50.2 | 53.4 | 66.3 | 29.6 | 49.0 | 24.5 | 27.3 | 15.1 | 14.0 | 11.9 | |
| P / FCF | 87.6 | 38.8 | 60.2 | 68.2 | 84.1 | 32.0 | 59.0 | 29.3 | 31.9 | 18.4 | 16.8 | 13.7 | |
| EV / EBITDA | 26.4 | 34.9 | 40.0 | 33.2 | 61.4 | 44.9 | 34.6 | 21.5 | 21.2 | 13.7 | 10.3 | -33.8 | |
| EV / FCF | 85.0 | 41.0 | 62.7 | 72.9 | 88.3 | 32.6 | 61.7 | 31.0 | 34.3 | 18.6 | 18.1 | 15.4 | |
| EV / Revenue | 4.2 | 6.1 | 7.1 | 6.0 | 9.3 | 7.2 | 5.2 | 3.8 | 3.6 | 1.9 | 1.3 | 1.6 | |
| Earnings Yield | 1.2% | 1.2% | 1.2% | 1.5% | 0.80% | 1.1% | 1.3% | 2.3% | 2.3% | 3.0% | 7.5% | -4.8% |
Estado de resultados 16
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $258M | $248M | $241M | $233M | $238M | $244M | $236M | $231M | $212M | $222M | $229M | $219M | $218M | $223M | $204M | |
| Cost of Revenue | $145M | $137M | $134M | $129M | $130M | $135M | $132M | $130M | $115M | $120M | $125M | $121M | $124M | $125M | $114M | |
| Gross Profit | $113M | $111M | $107M | $104M | $108M | $109M | $104M | $100M | $97M | $102M | $104M | $98M | $95M | $98M | $90M | |
| R&D Expense | $23M | $24M | $25M | $23M | $25M | $23M | $24M | $23M | $23M | $22M | $23M | $23M | $22M | $21M | $21M | |
| SG&A Expense | $52M | $51M | $47M | $46M | $43M | $44M | $45M | $44M | $42M | $40M | $42M | $41M | $39M | $40M | $39M | |
| Operating Expenses | $88M | $89M | $92M | $72M | $82M | $77M | $78M | $75M | $75M | $71M | $72M | $71M | $68M | $70M | $66M | |
| Operating Income | $25M | $22M | $15M | $32M | $27M | $33M | $26M | $26M | $22M | $30M | $32M | $26M | $27M | $29M | $24M | |
| Other Non-op | $-64.0K | $-90.0K | $-563.0K | $9.0K | $-222.0K | $-49.0K | $-55.0K | $-116.0K | $-129.0K | $-189.0K | $-191.0K | $-166.0K | $19.0K | $87.0K | $-545.0K | |
| Pretax Income | $22M | $16M | $6M | $26M | $21M | $24M | $17M | $17M | $16M | $23M | $25M | $20M | $19M | $27M | $21M | |
| Income Tax | $4M | $5M | $1M | $5M | $4M | $5M | $3M | $2M | $3M | $2M | $4M | $1M | $4M | $4M | $2M | |
| Net Income | $17M | $11M | $4M | $21M | $16M | $19M | $14M | $15M | $13M | $21M | $21M | $18M | $15M | $22M | $19M | |
| EPS (Basic) | $0.46 | $0.30 | $0.12 | $0.59 | $0.46 | $0.53 | $0.38 | $0.41 | $0.35 | $0.59 | $0.58 | $0.51 | $0.43 | $0.63 | $0.53 | |
| EPS (Diluted) | $0.46 | $0.30 | $0.12 | $0.59 | $0.45 | $0.53 | $0.38 | $0.41 | $0.34 | $0.59 | $0.58 | $0.51 | $0.42 | $0.63 | $0.53 | |
| Shares (Basic) | -71,424,000 | 35,967,000 | 36,022,000 | 36,024,000 | -71,869,000 | 35,959,000 | 35,946,000 | 35,914,000 | -71,673,000 | 35,856,000 | 35,851,000 | 35,810,000 | 27,000 | 35,729,000 | 35,538,000 | |
| Shares (Diluted) | -71,544,000 | 36,040,000 | 36,076,000 | 36,130,000 | -72,224,000 | 36,129,000 | 36,092,000 | 36,127,000 | -72,041,000 | 36,041,000 | 36,032,000 | 35,999,000 | 28,000 | 35,928,000 | 35,781,000 | |
| EBITDA | · | $38M | $30M | $46M | · | $47M | $40M | $39M | · | $42M | $44M | $38M | · | $42M | $38M |
Balance general 26
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $381M | $89M | $110M | $106M | $114M | $93M | $98M | $94M | · | $76M | $91M | $83M | · | $85M | $99M | |
| Receivables | $185M | $171M | $161M | $164M | $151M | $165M | $145M | $151M | · | $143M | $145M | $141M | · | $145M | $124M | |
| Inventory | $188M | $180M | $168M | $145M | $145M | $154M | $160M | $161M | · | $154M | $163M | $167M | · | $163M | $139M | |
| Prepaid Expense | $19M | $19M | $15M | $13M | $16M | $13M | $12M | $15M | · | $13M | $12M | $12M | · | $15M | $13M | |
| Current Assets | $783M | $468M | $462M | $434M | $434M | $437M | $425M | $429M | · | $391M | $414M | $405M | · | $408M | $375M | |
| PP&E (Net) | $118M | $120M | $119M | $113M | $113M | $120M | $115M | $113M | · | $103M | $104M | $104M | · | $95M | $90M | |
| PP&E (Gross) | $251M | · | · | · | $225M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $133M | · | · | · | $112M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $647M | $648M | $649M | $589M | $584M | $594M | $587M | $590M | · | $478M | $483M | $483M | · | $465M | $476M | |
| Intangibles | $181M | $193M | $204M | $178M | $186M | $198M | $207M | $215M | · | $151M | $161M | $169M | · | $179M | $208M | |
| Other Non-current Assets | $9M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | · | $6M | $6M | $6M | · | $6M | $6M | |
| Total Assets | $1.81B | $1.51B | $1.51B | $1.39B | $1.39B | $1.42B | $1.40B | $1.41B | · | $1.19B | $1.23B | $1.23B | · | $1.21B | $1.21B | |
| Accounts Payable | $95M | $100M | $89M | $83M | $77M | $69M | $71M | $71M | · | $64M | $65M | $66M | · | $80M | $72M | |
| Current Liabilities | $212M | $187M | $182M | $170M | $168M | $157M | $153M | $151M | · | $138M | $136M | $142M | · | $158M | $183M | |
| Capital Leases | $39M | $40M | $41M | $39M | $41M | $43M | $41M | $43M | · | $39M | $41M | $40M | · | $41M | $44M | |
| Deferred Tax | $18M | $20M | $21M | $13M | $13M | $14M | $14M | $15M | · | $14M | $16M | $17M | · | $17M | $20M | |
| Other Non-current Liabilities | $7M | $6M | $7M | $4M | $4M | $5M | $5M | $6M | · | $5M | $6M | $6M | · | $6M | $7M | |
| Total Liabilities | $493M | $704M | $710M | $616M | $643M | $677M | $697M | $729M | · | $549M | $607M | $628M | · | $665M | $671M | |
| Long-term Debt | $251M | $451M | $459M | $390M | $417M | $458M | $482M | $514M | · | $353M | $408M | $423M | · | $443M | $417M | |
| Total Debt | · | $451M | $459M | $390M | · | $458M | $482M | $514M | · | $353M | $408M | $423M | · | $443M | · | |
| Common Stock | $424M | $424M | $424M | $424M | $424M | $424M | $424M | $424M | · | $424M | $424M | $424M | · | $424M | $424M | |
| Retained Earnings | $321M | $304M | $293M | $289M | $268M | $251M | $232M | $218M | · | $191M | $170M | $149M | · | $115M | $75M | |
| AOCI | $-3M | $-3M | $-1M | $-21M | $-30M | $-13M | $-27M | $-28M | · | $-33M | $-25M | $-27M | · | $-49M | $-17M | |
| Stockholders' Equity | $1.31B | $801M | $801M | $770M | $746M | $742M | $702M | $682M | · | $645M | $626M | $598M | · | $542M | $535M | |
| Liabilities + Equity | $1.81B | $1.51B | $1.51B | $1.39B | $1.39B | $1.42B | $1.40B | $1.41B | · | $1.19B | $1.23B | $1.23B | · | $1.21B | $1.21B | |
| Shares Outstanding | 35,671,000 | 35,846,000 | 35,973,000 | 35,964,000 | 35,938,000 | 35,916,000 | 35,895,000 | 35,891,000 | · | 35,810,000 | 35,808,000 | 35,802,000 | · | 35,689,000 | 35,684,000 |
Flujo de Efectivo 14
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $16M | $16M | $14M | $14M | $14M | $14M | $13M | $12M | $11M | $12M | $12M | $12M | $13M | $14M | |
| Stock-based Comp | $8M | $7M | $7M | $7M | $5M | $6M | $6M | $6M | $7M | $6M | $6M | $6M | $5M | $6M | $7M | |
| Deferred Tax | $-2M | $-1M | $-3M | $-2M | $-4M | $-4M | $-4M | $-4M | $-2M | $-5M | $-4M | $-4M | $-4M | $-5M | $-5M | |
| Amort. of Intangibles | $8M | $7M | $7M | $6M | $7M | $7M | $7M | $6M | $5M | $5M | $5M | $5M | $5M | $6M | $7M | |
| Restructuring | $4M | $5M | $10M | $-3M | $5M | $2M | $3M | $548.0K | · | $4M | $1M | $2M | · | $2M | $622.0K | |
| Other Non-cash | · | · | · | $-8M | · | · | · | $3M | · | · | · | $-23M | · | · | $-23M | |
| Operating Cash Flow | $9M | $8M | $15M | $32M | $62M | $23M | $41M | $33M | $39M | $45M | $26M | $10M | $41M | $15M | $11M | |
| CapEx | $4M | $4M | $3M | $4M | $2M | $4M | $5M | $6M | $6M | $7M | $3M | $4M | $4M | $3M | $6M | |
| Investing Cash Flow | $-4M | $-5M | $-67M | $1M | $-2M | $-4M | $-5M | $-198M | $-6M | $-7M | $-3M | $-4M | $-4M | $-26M | $-7M | |
| Stock Repurchased | $19M | $14M | $0 | $6M | · | · | · | · | · | · | · | · | $0 | $0 | · | |
| Net Stock Activity | · | · | · | $-6M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $288M | $-23M | $55M | $-43M | $-36M | $-29M | $-32M | $153M | $-5M | $-52M | $-16M | $-25M | $-23M | $-1M | $-22M | |
| Net Change in Cash | $292M | $-21M | $4M | $-8M | $21M | $-6M | $5M | $-12M | $29M | $-15M | $9M | $-17M | $16M | $-16M | $-19M | |
| Free Cash Flow | · | · | · | $27M | · | · | · | $26M | · | · | · | $7M | · | · | $5M |
Rentabilidad 8
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 44.8% | 44.3% | 44.7% | · | 44.7% | 44.0% | 43.5% | · | 45.9% | 45.4% | 44.5% | · | 44.1% | 44.2% | |
| Operating Margin | · | 8.8% | 6.2% | 13.9% | · | 13.3% | 10.9% | 11.1% | · | 13.7% | 14.0% | 12.0% | · | 12.8% | 11.9% | |
| Net Margin | · | 4.3% | 1.9% | 9.1% | · | 7.8% | 5.8% | 6.4% | · | 9.6% | 9.1% | 8.3% | · | 10.1% | 9.2% | |
| Pretax Margin | · | 6.4% | 2.4% | 11.3% | · | 9.9% | 7.3% | 7.3% | · | 10.4% | 11.0% | 9.0% | · | 12.0% | 10.1% | |
| EBITDA Margin | · | 15.2% | 12.7% | 19.7% | · | 19.1% | 16.9% | 16.7% | · | 18.8% | 19.2% | 17.4% | · | 18.8% | 18.8% | |
| ROA | · | 0.73% | 0.31% | 1.5% | · | 1.5% | 1.1% | 1.1% | · | 1.8% | 1.7% | 1.5% | · | 1.9% | · | |
| ROE | · | 1.4% | 0.60% | 2.9% | · | 2.8% | 2.1% | 2.3% | · | 3.6% | 3.6% | 3.2% | · | 4.3% | · | |
| ROIC | · | 1.2% | 0.92% | 2.2% | · | 2.1% | 1.7% | 1.9% | · | 2.8% | 2.6% | 2.4% | · | 2.4% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 2.5 | 2.5 | 2.6 | · | 2.8 | 2.8 | 2.8 | · | 2.8 | 3.0 | 2.8 | · | 2.6 | · | |
| Quick Ratio | · | 1.4 | 1.5 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.6 | · | 1.5 | · | |
| Debt / Equity | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.7 | 0.8 | · | 0.5 | 0.7 | 0.7 | · | 0.8 | · | |
| LT Debt / Equity | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.7 | 0.7 | · | 0.5 | 0.6 | 0.7 | · | 0.8 | · |
Eficiencia 3
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | |
| Inventory Turnover | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | · | |
| Receivables Turnover | · | 1.5 | 1.6 | 1.5 | · | 1.6 | 1.6 | 1.6 | · | 1.5 | 1.7 | 1.7 | · | 1.7 | · |
Valoración (TTM) 14
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $967M | $955M | $945M | · | $933M | $918M | $901M | · | $893M | $887M | $862M | · | $820M | $712M | |
| Net Income TTM | · | $56M | $59M | $69M | · | $69M | $71M | $75M | · | $83M | $79M | $77M | · | $72M | $55M | |
| Market Cap | · | $3.62B | $4.68B | $4.64B | · | $6.34B | $5.85B | $6.27B | · | $5.14B | $6.59B | $5.70B | · | $4.13B | · | |
| Enterprise Value | · | $3.98B | $5.03B | $4.93B | · | $6.70B | $6.24B | $6.69B | · | $5.41B | $6.91B | $6.04B | · | $4.49B | · | |
| P/E | · | 65.6 | 80.2 | 67.6 | · | 92.4 | 83.2 | 83.6 | · | 62.1 | 83.3 | 73.7 | · | 57.0 | 90.5 | |
| P/S | · | 3.7 | 4.9 | 4.9 | · | 6.8 | 6.4 | 7.0 | · | 5.8 | 7.4 | 6.6 | · | 5.0 | · | |
| P/B | · | 4.5 | 5.8 | 6.0 | · | 8.5 | 8.3 | 9.2 | · | 8.0 | 10.5 | 9.5 | · | 7.6 | · | |
| P / Tangible Book | · | · | · | 1559.4 | · | · | · | · | · | 318.7 | · | · | · | · | · | |
| P / Cash Flow | · | · | · | 146.5 | · | · | · | 191.1 | · | · | · | 556.0 | · | · | · | |
| P / FCF | · | · | · | 169.4 | · | · | · | 237.5 | · | · | · | 859.7 | · | · | · | |
| EV / EBITDA | · | 106.1 | 164.8 | 107.1 | · | 143.5 | 156.6 | 173.7 | · | 129.8 | 156.6 | 158.7 | · | 107.3 | · | |
| EV / FCF | · | · | · | 179.8 | · | · | · | 253.4 | · | · | · | 911.2 | · | · | · | |
| EV / Revenue | · | 4.1 | 5.3 | 5.2 | · | 7.2 | 6.8 | 7.4 | · | 6.1 | 7.8 | 7.0 | · | 5.5 | · | |
| Earnings Yield | · | 1.5% | 1.2% | 1.5% | · | 1.1% | 1.2% | 1.2% | · | 1.6% | 1.2% | 1.4% | · | 1.8% | 1.1% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $981M | $949M | $882M | $861M | $707M |
| Margen Bruto % | 44.4% | 44.4% | 45.4% | 44.0% | 42.5% |
| Margen Operativo % | 9.6% | 11.7% | 12.5% | 12.0% | 9.1% |
| Beneficio neto | $54M | $64M | $73M | $74M | $50M |
| EPS Diluido | $1.47 | $1.77 | $2.02 | $2.06 | $1.41 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | 0.6 | 0.5 | 0.8 | 0.8 |
| Ratio corriente | 3.7 | 2.6 | 3.0 | 2.6 | 2.0 |
| Ratio Rápido | 2.7 | 1.6 | 1.8 | 1.4 | 1.3 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $48M | $141M | $100M | $71M | $75M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 419 declarantes · $4.6B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 90 (+30 vs trimestre anterior) | 26 (-12 vs trimestre anterior) | 150 (+4 vs trimestre anterior) | 104 (+12 vs trimestre anterior) | +5.6M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $388 675 285 | 2 395 681 | 8,52% | Acciones |
| Daiwa Securities Group Inc. | $347 518 080 | 2 142 000 | 7,62% | Opción de venta |
| VANGUARD CAPITAL MANAGEMENT LLC | $260 707 999 | 1 606 928 | 5,72% | Acciones |
| STATE STREET CORP | $233 005 468 | 1 436 785 | 5,11% | Acciones |
| Conestoga Capital Advisors, LLC | $197 602 317 | 1 217 963 | 4,33% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $157 983 958 | 973 767 | 3,46% | Acciones |
| BAMCO INC /NY/ | $137 984 147 | 850 494 | 3,02% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $131 654 594 | 811 309 | 2,89% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $124 254 262 | 765 867 | 2,72% | Acciones |
| WASATCH ADVISORS LP | $117 713 741 | 996 645 | 2,58% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $116 372 976 | 717 287 | 2,55% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $108 173 949 | 685 752 | 2,37% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $104 904 000 | 646 599 | 2,30% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $99 813 455 | 615 221 | 2,19% | Acciones |
| Mawer Investment Management Ltd. | $95 652 324 | 589 573 | 2,10% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $87 116 248 | 536 959 | 1,91% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72 814 610 | 448 808 | 1,60% | Acciones |
| NORGES BANK | $71 610 789 | 441 388 | 1,57% | Acciones |
| Telemark Asset Management, LLC | $68 952 000 | 425 000 | 1,51% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $58 774 847 | 362 271 | 1,29% | Acciones |
| Greenhouse Funds LLLP | $57 885 123 | 356 787 | 1,27% | Acciones |
| Artisan Partners Limited Partnership | $57 720 774 | 355 774 | 1,27% | Acciones |
| Champlain Investment Partners, LLC | $52 891 376 | 326 007 | 1,16% | Acciones |
| Harvey Partners, LLC | $47 718 353 | 294 122 | 1,05% | Acciones |
| CITADEL ADVISORS LLC | $46 437 144 | 286 225 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $41 530 682 | 255 983 | 0,91% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $41 354 165 | 254 895 | 0,91% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $39 628 742 | 244 260 | 0,87% | Acciones |
| Clearline Capital LP | $34 470 484 | 212 466 | 0,76% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $32 757 716 | 201 909 | 0,72% | Acciones |
| AXA Investment Managers S.A. | $31 219 659 | 311 729 | 0,68% | Acciones |
| Balyasny Asset Management L.P. | $31 101 408 | 191 700 | 0,68% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $30 429 572 | 187 559 | 0,67% | Acciones |
| JANUS HENDERSON GROUP PLC | $29 975 846 | 253 796 | 0,66% | Acciones |
| VANGUARD GROUP INC | $29 248 218 | 245 804 | 0,64% | Acciones |
| WCM INVESTMENT MANAGEMENT, LLC | $29 220 684 | 185 240 | 0,64% | Acciones |
| Alyeska Investment Group, L.P. | $28 971 359 | 178 571 | 0,64% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $27 582 260 | 170 009 | 0,60% | Acciones |
| BLAIR WILLIAM & CO/IL | $26 744 342 | 164 844 | 0,59% | Acciones |
| Granite Investment Partners, LLC | $26 242 969 | 161 754 | 0,58% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $25 309 440 | 156 000 | 0,55% | Acciones |
| Point72 Asset Management, L.P. | $24 443 565 | 150 663 | 0,54% | Acciones |
| Aristotle Capital Boston, LLC | $22 552 914 | 139 009 | 0,49% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $21 930 792 | 135 175 | 0,48% | Acciones |
| BRADLEY FOSTER & SARGENT INC/CT | $21 523 570 | 132 665 | 0,47% | Acciones |
| Southpoint Capital Advisors LP | $21 091 200 | 130 000 | 0,46% | Acciones |
| AMERIPRISE FINANCIAL INC | $19 973 365 | 123 110 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $19 143 995 | 117 998 | 0,42% | Acciones |
| Fenimore Asset Management Inc | $18 815 460 | 115 973 | 0,41% | Acciones |
| RHUMBLINE ADVISERS | $17 531 958 | 108 062 | 0,38% | Acciones |
| OSTERWEIS CAPITAL MANAGEMENT INC | $17 055 480 | 105 125 | 0,37% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $17 012 486 | 104 860 | 0,37% | Acciones |
| AXIOM INVESTORS LLC /DE | $16 251 256 | 100 168 | 0,36% | Acciones |
| Bridgewater Associates, LP | $14 621 718 | 90 124 | 0,32% | Acciones |
| Nuveen, LLC | $13 697 923 | 84 430 | 0,30% | Acciones |
| CASTLEARK MANAGEMENT LLC | $13 496 746 | 83 190 | 0,30% | Acciones |
| PEAK6 LLC | $12 979 200 | 80 000 | 0,28% | Opción de compra |
| RAYMOND JAMES FINANCIAL INC | $12 728 864 | 78 457 | 0,28% | Acciones |
| Portman Square Capital LLP | $11 973 312 | 73 800 | 0,26% | Opción de venta |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 908 416 | 73 400 | 0,26% | Opción de venta |
| Swiss National Bank | $11 616 384 | 71 600 | 0,25% | Acciones |
| Hudson Bay Capital Management LP | $11 588 479 | 71 428 | 0,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $11 327 921 | 69 822 | 0,25% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11 063 795 | 68 194 | 0,24% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $10 816 379 | 66 669 | 0,24% | Acciones |
| G2 Investment Partners Management LLC | $10 656 734 | 65 685 | 0,23% | Acciones |
| Bank of New York Mellon Corp | $10 633 696 | 65 543 | 0,23% | Acciones |
| Select Equity Group, L.P. | $9 851 862 | 60 724 | 0,22% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $9 740 078 | 60 035 | 0,21% | Acciones |
| Ghisallo Capital Management LLC | $9 736 022 | 60 010 | 0,21% | Acciones |
| California Public Employees Retirement System | $9 244 922 | 56 983 | 0,20% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $9 010 376 | 76 288 | 0,20% | Acciones |
| Blackstone Inc. | $8 691 359 | 53 571 | 0,19% | Acciones |
| Catawba River Capital | $8 476 228 | 52 245 | 0,19% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $8 180 628 | 50 423 | 0,18% | Acciones |
| Robeco Schweiz AG | $8 112 000 | 50 000 | 0,18% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $8 112 000 | 50 000 | 0,18% | Opción de venta |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $7 970 527 | 49 128 | 0,17% | Acciones |
| Krane Funds Advisors LLC | $7 882 430 | 48 585 | 0,17% | Acciones |
| NICHOLAS COMPANY, INC. | $7 790 765 | 48 020 | 0,17% | Acciones |
| BlackRock, Inc. | $7 704 291 | 47 487 | 0,17% | Acciones |
| JANE STREET GROUP, LLC | $7 398 144 | 45 600 | 0,16% | Opción de venta |
| JONES FINANCIAL COMPANIES LLLP | $7 018 695 | 44 549 | 0,15% | Acciones |
| MetLife Investment Management, LLC | $6 113 365 | 37 681 | 0,13% | Acciones |
| Retirement Systems of Alabama | $5 975 786 | 36 833 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 342 239 | 32 928 | 0,12% | Acciones |
| MARSHALL WACE, LLP | $5 280 425 | 32 547 | 0,12% | Acciones |
| UBS Group AG | $5 029 440 | 31 000 | 0,11% | Opción de venta |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 916 565 | 41 627 | 0,11% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $4 908 409 | 30 254 | 0,11% | Acciones |
| Resolute Capital Asset Partners LLC | $4 867 200 | 30 000 | 0,11% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $4 665 814 | 28 780 | 0,10% | Acciones |
| Portolan Capital Management, LLC | $4 375 937 | 26 972 | 0,10% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 238 032 | 26 122 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4 040 796 | 25 616 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3 888 731 | 23 969 | 0,09% | Acciones |
| BROWN ADVISORY INC | $3 774 027 | 23 262 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 666 624 | 22 600 | 0,08% | Opción de compra |
| Allspring Global Investments Holdings, LLC | $3 422 967 | 20 910 | 0,08% | Acciones |
| Legal & General Group Plc | $3 372 321 | 20 786 | 0,07% | Acciones |
Informantes de la empresa 53 insiders · 15 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthijs Glastra | Chief Executive Officer | 2 de junio de 2026 S | 36 261 | 0 | 29 | $-8 682 731 |
| John A Roush | Chief Executive Officer | 1 de septiembre de 2016 M | 477 961 | 0 | 0 | $0 |
| Robert Buckley | Chief Financial Officer | 16 de marzo de 2026 M | 96 616 | 0 | 8 | $-1 562 538 |
| Philippe Brak | President and General Mgr | 23 de julio de 2010 M | 40 284 | 0 | 0 | $0 |
| Charles Guy Ravetto JR | Co-Chief Operating Officer | 24 de febrero de 2026 M | 16 116 | 0 | 0 | $0 |
| John Lesica | Co-Chief Operating Officer | 20 de febrero de 2026 M | 2 096 | 0 | 0 | $0 |
| John Joseph Burke II | Chief Accounting Officer | 24 de febrero de 2026 M | 8 900 | 0 | 0 | $0 |
| Alexander Manganiello | General Counsel | 20 de febrero de 2026 A | — | 0 | 0 | $0 |
| Michele Davis Welsh | General Counsel | 20 de febrero de 2025 A | 1 478 | 0 | 0 | $0 |
| Brian S Young | Chief Human Resources Officer | 1 de marzo de 2024 S | 33 114 | 0 | 0 | $0 |
| Peter L Chang | CAO-Corporate Controller | 26 de febrero de 2024 M | 16 522 | 0 | 0 | $0 |
| Deborah Mulryan | Vice President, Human Resource | 8 de septiembre de 2014 M | 4 496 | 0 | 0 | $0 |
| Jamie B Bader | Vice President, Group Executiv | 25 de julio de 2013 M | 20 559 | 0 | 0 | $0 |
| Anthony J Bellantuoni | Vice President, Corp Resources | 31 de marzo de 2011 A | 19 967 | 0 | 0 | $0 |
| Stephen Webb | Managing Director | 23 de julio de 2010 A | 29 909 | 0 | 0 | $0 |
| Robert Matthew Johnson | Consejero | 2 de enero de 2026 A | 2 143 | 0 | 0 | $0 |
| Mary Kay Ladone | Consejero | 2 de enero de 2026 A | 1 897 | 0 | 0 | $0 |
| Maxine Lum Mauricio | Consejero | 2 de enero de 2026 A | 4 548 | 0 | 0 | $0 |
| Thomas N Secor | Consejero | 2 de enero de 2026 A | 1 325 | 0 | 2 | $-179 273 |
| Darlene J. S. Solomon | Consejero | 2 de enero de 2026 A | 3 541 | 0 | 0 | $0 |
| Frank Anders Wilson | Consejero | 2 de enero de 2026 A | 3 947 | 0 | 0 | $0 |
| Lonny J Carpenter | Consejero | 2 de enero de 2026 M | 5 848 | 0 | 0 | $0 |
| Matthew Farrell | Consejero | 2 de enero de 2026 A | — | 0 | 0 | $0 |
| Barbara B. Hulit | Consejero | 2 de enero de 2025 A | 2 146 | 0 | 0 | $0 |
| Katherine Ann Owen | Consejero | 3 de julio de 2024 M | 1 486 | 0 | 0 | $0 |
| Deborah Disanzo | Consejero | 3 de enero de 2022 A | 1 705 | 0 | 0 | $0 |
| Brian Douglas King | Consejero | 3 de enero de 2022 A | 2 205 | 0 | 0 | $0 |
| Ira J Lamel | Consejero | 3 de enero de 2022 A | 2 205 | 0 | 0 | $0 |
| Stephen W Bershad | Consejero | 4 de enero de 2021 A | 663 322 | 0 | 0 | $0 |
| Dominic A Romeo | Consejero | 2 de enero de 2020 A | 992 | 0 | 0 | $0 |
| Dennis J Fortino | Consejero | 1 de enero de 2018 A | — | 0 | 0 | $0 |
| Harry L Bosco | Consejero | 1 de enero de 2017 A | — | 0 | 0 | $0 |
| POND BYRON O | Consejero | 1 de enero de 2012 A | 60 222 | 0 | 0 | $0 |
| Eugene I Davis | Consejero | 1 de enero de 2012 A | — | 0 | 0 | $0 |
| Marina Hatsopoulos | Consejero | 23 de julio de 2010 A | 25 205 | 0 | 0 | $0 |
| Garrett A Garrettson | Consejero | 23 de julio de 2010 A | 24 929 | 0 | 0 | $0 |
| Phillip A Griffiths | Consejero | 23 de julio de 2010 A | 30 458 | 0 | 0 | $0 |
| Benjamin J Virgilio | Consejero | 23 de julio de 2010 A | 24 377 | 0 | 0 | $0 |
| Richard B Black | Consejero | 23 de julio de 2010 M | 166 362 | 0 | 0 | $0 |
| GSI GROUP INC | Propietario del 10% | 26 de agosto de 2008 P | 10 115 199 | 0 | 0 | $0 |
| David Clarke | — | 8 de marzo de 2012 A | — | 0 | 0 | $0 |
| Felix I Stukalin | — | 11 de julio de 2008 M | 71 395 | 0 | 0 | $0 |
| Ray Sansouci | — | 22 de mayo de 2008 S | 77 440 | 0 | 0 | $0 |
| Sergio Edelstein | — | 17 de marzo de 2008 A | 684 294 | 0 | 0 | $0 |
| Robert Bowen | — | 17 de marzo de 2008 A | 113 114 | 0 | 0 | $0 |
| Daniel J Lyne | — | 17 de marzo de 2008 A | 114 710 | 0 | 0 | $0 |
| Nino Federico | — | 17 de marzo de 2008 A | 121 770 | 0 | 0 | $0 |
| Stephen Kew | — | 15 de febrero de 2008 D | 59 273 | 0 | 0 | $0 |
| Kurt A Pelsue | — | 22 de agosto de 2007 M | 36 073 | 0 | 0 | $0 |
| Thomas R Swain | — | 16 de marzo de 2007 M | 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 40 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 |
|---|---|---|---|---|---|
| Stephen W. Bershad (2) ×6 presentaciones | 20 de noviembre de 2018 | — | Presentación inicial | — | SEC |
| Goldman Sachs Asset Management (Goldman Sachs Asset Management, L.P., together with GS Investment Strategies, LLC, "Goldman Sachs Asset Management"), Liberty Harbor I GP, LLC, Liberty Harbor Master Fund I, L.P. ×4 presentaciones | 15 de abril de 2013 | — | Presentación inicial | — | SEC |
| JEC II Associates, LLC (2), K. Peter Heiland (2), Heidi S. Shippell-Heiland (2) ×7 presentaciones | 18 de mayo de 2012 | — | Presentación inicial | — | SEC |
| Tennenbaum Capital Partners, LLC (IRS ID | 12 de mayo de 2011 | — | Presentación inicial | — | SEC |
| Highbridge Capital Management, LLC, Highbridge International LLC, Glenn Dubin ×2 presentaciones | 3 de noviembre de 2010 | — | Presentación inicial | — | SEC |
| Stephen W. Bershad ×3 presentaciones | 28 de julio de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 27 de julio de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 26 de julio de 2010 | — | Presentación inicial | — | SEC |
| Hale Capital Partners, LP ×2 presentaciones | 26 de julio de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de mayo de 2010 | — | Presentación inicial | — | SEC |
| 18 de mayo de 2010 | — | Presentación inicial | — | SEC | |
| Persona informante no revelada, Persona informante no revelada | 18 de mayo de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 18 de mayo de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 18 de mayo de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 12 de mayo de 2010 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 78 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 |
|---|---|---|---|---|
| CSMD · Professionally Managed Portfolios | 2,38% | 79 527 NS | 30 de abril de 2026 | N-PORT |
| ALIL · EA Series Trust | 1,80% | 2 886 NS | 29 de mayo de 2026 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,67% | 6 865 NS | 30 de abril de 2026 | N-PORT |
| ROBO · EXCHANGE TRADED CONCEPTS TRUST | 1,53% | 209 114 NS | 30 de abril de 2026 | N-PORT |
| RCGE · EA Series Trust | 0,51% | 3 708 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,49% | 978 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,37% | 36 892 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,35% | 38 838 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,35% | 330 153 SH | 19 de agosto de 2026 | Diario |
| PSC · Principal Exchange-Traded Funds | 0,32% | 45 291 NS | 30 de junio de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,31% | 4 131 NS | 31 de mayo de 2026 | N-PORT |
| MADE · iShares Trust | 0,26% | 1 016 SH | 19 de agosto de 2026 | Diario |
| MIDE · DBX ETF Trust | 0,23% | 49 NS | 29 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,21% | 1 289 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 9 338 NS | 30 de abril de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,18% | 16 209 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,18% | 208 809 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,18% | 923 526 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,17% | 11 185 SH | 19 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,16% | 1 576 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 471 426 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,16% | 57 465 SH | 19 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,14% | 1 699 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,14% | 15 645 NS | 30 de abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,14% | 16 515 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 25 230 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,14% | 4 110 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,13% | 23 505 SH | 19 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,12% | 1 236 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,12% | 171 854 NS | 31 de mayo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,11% | 96 727 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,10% | 109 850 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 14 454 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 593 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,09% | 1 600 SH | 19 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,09% | 173 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,09% | 1 329 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,08% | 109 628 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 408 348 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,07% | 816 893 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,07% | 758 600 SH | 19 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 38 139 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,06% | 1 342 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 3 277 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,05% | 2 174 SH | 19 de agosto de 2026 | Diario |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,05% | 3 564 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,04% | 3 487 SH | 19 de agosto de 2026 | Diario |
| JSTC · Tidal Trust I | 0,03% | 673 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 944 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 1 404 NS | 31 de mayo de 2026 | N-PORT |