OC Owens Corning Inc Common Stock New
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Acerca de Owens Corning Inc Common Stock New Descripción general de la empresa de Wikipedia
Owens Corning is an American company that develops and produces insulation, roofing, and fiberglass composites and related products. It is the world's largest manufacturer of fiberglass composites. It was formed in 1935 as a partnership between two major American glassworks, Corning Glass Works and Owens-Illinois. The company employs approximately 19,000 people around the world. Owens Corning has been a Fortune 500 company every year since the list was created in 1955. The Pink Panther is the company's mascot and appears in most of their advertisements.
History
1935–1980
Owens-Corning Fiberglas Company was formed in 1935 through a joint venture of Owens-Illinois and Corning Glass Works. It became a separate company in 1938 with its headquarters established in Toledo, Ohio. In 1938, the company sales reached $2.6 million.
The company held its initial public offering on the New York Stock Exchange in 1952. In 1955, Owens-Corning purchased land for a research and testing facility near Granville, Ohio. Also in 1955, Owens-Corning made the first Fortune 500 company list. The company has been on the Fortune 500 list every year since its creation.
In 1965, Owens-Corning Fiberglas Europe was formed. In 1966, Owens-Corning established a partnership with Armstrong Rubber Co. to produce fiberglass-reinforced automobile tires. By 1971, Owens-Corning's annual revenue was over $500 million. In 1974, the company opened a temporary plant to produce insulation for the Trans-Alaska Pipeline System. In 1977, Owens-Corning acquired Frye Roofing and began production of fiberglass mat to replace traditional paper mat used in roofing. Owens-Corning sales surpassed $1 billion in 1976, and sales were over $2 billion by 1979.
In 1980, Owens Corning entered into a long-standing agreement with United Artists to use the Pink Panther as its brand mascot. "He has become an important part of our brand," said Christian Nolte, director of strategic marketing for the manufacturer of building materials and fiberglass. "The Pink Panther is as relevant today as he was over 25 years ago. He brings our trademark color pink to life."
Asbestos controversy
In 1978, two shipyard workers filed a class action lawsuit against which alleged that Owens-Corning and 14 other manufacturers had known about asbestos-containing products. Over the next three decades, the company was named in hundreds of thousands of asbestos lawsuits. By 2000, it had settled with 440,000 people who claimed Owens Corning's products caused them to develop asbestos-related illnesses such as mesothelioma.
1981–present
In 1985, Owens-Corning acquired Aerospace and Strategic Metals Group in Newport Beach, California for $415 million from Armco Inc. The color PINK was trademarked through Owens-Corning in 1986, making it the first company to trademark a color.
The company opened an Asia/Pacific division in 1993. In May 1994, Owens-Corning acquired UC Industries, which produced Foamular polystyrene insulation, as a wholly owned subsidiary. In 1996, the company changed its name to Owens Corning. In May 1997, Owens Corning acquired Fibreboard Corporation, a vinyl siding and other industrial material manufacturer, which became a wholly owned subsidiary of Owens Corning. The company was ordered to pay $5 million to an asbestos victim in 1997, making it the highest jury verdict in the history of the United States for a single non-malignant asbestos case. In 1999, a jury in federal district court in Florida awarded $1.8 million compensatory damages and $31 million punitive damages against the company for asbestos products.
The company filed for Chapter 11 bankruptcy in 2000. In 2002, Owens Corning removed its shares from the New York Stock Exchange. In 2006, the company was listed on the New York Stock Exchange again under ticker "OC". In 2007, Owens Corning announced a joint venture with Saint-Gobain named OCV Reinforcements.
Owens Corning partnered with DuPont in 2011 to create a steel and foam energy reduction (SAFER) barrier around auto racetracks. In July 2015, the company announced it would be moving a manufacturing center for mineral wool insulation into an empty plant west of Joplin, Missouri.
In May 2024 the company completed the acquisition of Masonite International, a provider of interior and exterior door systems, for $3.9B.
Products
In 1939, the US Navy Bureau of Ships made Owens-Corning insulation standard in new warship construction. Warship insulation, called Navy Board, was a permanent form-board insulation covered with woven continuous fiber cloth. Owens-Corning produced a prototype boat hull constructed of fiber glass-reinforced plastic in 1944.
In 1945, the company worked with an automaker to produce the first fiberglass-reinforced plastic car body. In 1953, General Motors used this type of body in the Chevrolet Corvette. In 1954, the company invented a process to make centrifugally-spun fiberglass wool, which became the standard process for producing fiberglass insulation.
In 1955, Owens-Corning introduced its Perma-Ply roofing material for built-up room insulation covering. The company created its first all fiber (AF) fiberglass wool in 1956. To distinguish its product, the company dyed their insulation pink by adding red dye to the AF wool. However, considering that the coloring made the insulation look pink, the company was concerned that the color would discourage the predominantly male-oriented market away from the material. As such, they decided to remove the coloring from their insulation, only to receive customer requests for the coloring to be restored. The company resumed the coloring in the face of such customer interest to the point of licensing the United Artists cartoon character the Pink Panther in 1979 as the product's mascot. Furthermore, the company trademarked the coloring in 1987, the first time a color was used for that purpose.
After the January 27, 1967, Apollo 1 fire which killed three astronauts, NASA worked with Owens-Corning and DuPont to develop beta cloth, a fireproof cloth of woven fiberglass coated with Teflon, as a replacement for the nylon outer layer of the Apollo/Skylab A7L space suit.
In February 2017, Owens Corning received the Asthma and Allergy Friendly certification for its Pure Safety high-performance insulation. "Owens Corning now joins a select group of manufacturers that are focused on product innovation to address people's exposure to allergens and irritants in their homes," said Julian Francis, president of insulation, Owens Corning.
At the TCT Show in Birmingham, the XStrand family of materials was introduced. These composites are used for 3D printing.
Plants
The company has 30 composites facilities and 31 insulation facilities.
Environmental work
In the Kansas City metropolitan area, Owens Corning purchases locally sourced recycled glass from Ripple Glass to manufacture fiberglass insulation in its local manufacturing plant. The joint effort between Owens Corning and Ripple Glass is helping to greatly reduce the amount of glass that would have been deposited in local Kansas City landfills. The Owens Corning Roofing and Asphalt Shingle Recycling Program was launched in 2009 to keep shingles out of landfills.
In 2013, Constellation Energy built a 2.7-megawatt solar power system at an Owens Corning insulation plant in Delmar, New York. The power system, which is leased to Owens Corning, can produce 3.3 million kilowatt hours of electrical energy in a year.
The National Safety Council awarded Owens Corning the Green Cross for Safety medal in 2014. Owens Corning received a perfect score of 100 percent on the 2015 Corporate Equality Index released by the Human Rights Campaign. Owens Corning has been recognized on the Dow Jones Sustainability World Index for six consecutive years as of 2015. It is also ranked number 1 in the 100 Best Corporate Citizens ranking by Corporate Responsibility Magazine in 2022.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | OC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -15.0promedio 5A ≈6.5 | ≈6.5 | · | · | |
| P/S (TTM) | 0.9promedio 5A ≈1.2 | ≈1.2 | 2.9 | Infravalorado | |
| P/C (MRQ) | 2.5promedio 5A ≈2.3 | ≈2.3 | 5.1 | Infravalorado | |
| EV / EBITDA | 13.2promedio 5A ≈7.9 | ≈7.9 | 15.4 | Infravalorado | |
| Precio / FCF (TTM) | 10.4promedio 5A ≈9.2 | ≈9.2 | · | · | |
| Precio / Flujo de Caja (TTM) | 5.3promedio 5A ≈6.1 | ≈6.1 | 14.5 | Infravalorado | |
| EV / Revenue (EV / Ingresos) | 1.4promedio 5A ≈1.5 | ≈1.5 | · | · | |
| EV / FCF | 14.5promedio 5A ≈11.8 | ≈11.8 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 7.1promedio 5A ≈5.4 | ≈5.4 | · | · |
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 | OC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 26.0%promedio 5A ≈27.7% | ≈27.7% | 38.6% | Débil | |
| Margen Operativo (TTM) | 0.51%promedio 5A ≈13.4% | ≈13.4% | 22.7% | Débil | |
| Margen EBITDA (TTM) | 7.7%promedio 5A ≈19.5% | ≈19.5% | 24.3% | Débil | |
| Margen antes de impuestos (TTM) | -2.2%promedio 5A ≈11.6% | ≈11.6% | 21.6% | Débil | |
| Margen de Beneficio Neto (TTM) | -6.8%promedio 5A ≈7.5% | ≈7.5% | 16.5% | Débil | |
| ROA (TTM) | -4.9%promedio 5A ≈6.9% | ≈6.9% | 11.1% | Débil | |
| ROE (TTM) | -15.0%promedio 5A ≈15.6% | ≈15.6% | 21.3% | Débil | |
| ROIC | -7.6%promedio 5A ≈10.0% | ≈10.0% | 16.7% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | OC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.1promedio 5A ≈0.8 | ≈0.8 | 0.5 | Deuda alta | |
| Ratio corriente (MRQ) | 1.2promedio 5A ≈1.6 | ≈1.6 | 1.8 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.5promedio 5A ≈0.9 | ≈0.9 | 1.0 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.1promedio 5A ≈0.8 | ≈0.8 | 0.8 | Deuda alta | |
| Interest Coverage (Cobertura de Intereses) | 1.4promedio 5A ≈11.5 | ≈11.5 | 10.7 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | OC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 2.6%promedio 5A ≈8.3% | ≈8.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 1.1%promedio 5A ≈4.0% | ≈4.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 7.4% | · | · | · | |
| EPS YoY (EPS interanual) | -43.9%promedio 5A ≈-2.4% | ≈-2.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -45.9%promedio 5A ≈-8.3% | ≈-8.3% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -8.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -13.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | OC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7promedio 5A ≈0.9 | ≈0.9 | 0.8 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 5.2promedio 5A ≈5.7 | ≈5.7 | 5.2 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 9.7promedio 5A ≈9.8 | ≈9.8 | 8.4 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$404.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 20, 2026 | $0,79 | USD | ≈2.2% |
| Mar 9, 2026 | $0,79 | USD | ≈2.8% |
| Ene 5, 2026 | $0,79 | USD | ≈2.5% |
| Oct 20, 2025 | $0,69 | USD | ≈2.2% |
| Jul 21, 2025 | $0,69 | USD | ≈1.9% |
| Mar 10, 2025 | $0,69 | USD | ≈1.8% |
| Ene 6, 2025 | $0,69 | USD | ≈1.5% |
| Oct 18, 2024 | $0,60 | USD | ≈1.3% |
| Jul 15, 2024 | $0,60 | USD | ≈1.3% |
| Mar 1, 2024 | $0,60 | USD | ≈1.5% |
| Ene 5, 2024 | $0,60 | USD | ≈1.5% |
| Oct 13, 2023 | $0,52 | USD | ≈1.6% |
| Jul 14, 2023 | $0,52 | USD | ≈1.4% |
| Mar 2, 2023 | $0,52 | USD | ≈1.8% |
| Ene 3, 2023 | $0,52 | USD | ≈1.8% |
| Oct 14, 2022 | $0,35 | USD | ≈1.7% |
| Jul 15, 2022 | $0,35 | USD | ≈1.6% |
| Mar 3, 2022 | $0,35 | USD | ≈1.3% |
| Ene 6, 2022 | $0,35 | USD | ≈1.2% |
| Oct 21, 2021 | $0,26 | USD | ≈1.1% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $3.93 | $3.17 | 24.0% |
| 31 de marzo de 2026 | $1.22 | $0.98 | 24.5% | |
| 31 de diciembre de 2025 | $1.10 | $1.40 | -21.2% | |
| 30 de septiembre de 2025 | $3.67 | $3.82 | -3.9% | |
| 30 de junio de 2025 | $4.21 | $3.93 | 7.1% | |
| 31 de marzo de 2025 | $2.97 | $2.95 | 0.52% |
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 | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B | $7.05B | $7.16B | $7.06B | $6.38B | $5.68B | $5.35B | $5.26B | |
| Cost of Revenue | $7.26B | $6.81B | $5.94B | $7.14B | $6.28B | $5.45B | $5.55B | $5.42B | $4.82B | $4.30B | $4.20B | $4.28B | |
| Gross Profit | $2.84B | $3.04B | $2.43B | $2.62B | $2.22B | $1.61B | $1.61B | $1.63B | $1.57B | $1.38B | $1.15B | $976M | |
| R&D Expense | $150M | $131M | $110M | $106M | $91M | $82M | $87M | $89M | $85M | $82M | $73M | $76M | |
| SG&A Expense | $1.01B | $959M | $748M | · | · | · | · | · | · | · | · | · | |
| Operating Expenses | $2.48B | $1.56B | $791M | $902M | $779M | $1.75B | $822M | $825M | $772M | $680M | $605M | $584M | |
| Operating Income | $360M | $1.48B | $1.64B | $1.71B | $1.44B | $-138M | $787M | $807M | $797M | $697M | $548M | $392M | |
| Interest Expense | $256M | $208M | $74M | $109M | $126M | $132M | $131M | $117M | $107M | $108M | $100M | $114M | |
| Pretax Income | $104M | $1.27B | $1.42B | $1.61B | $1.31B | $-256M | $590M | $704M | $559M | $590M | $453M | $232M | |
| Income Tax | $293M | $334M | $364M | $373M | $319M | $129M | $186M | $156M | $269M | $188M | $120M | $5M | |
| Net Income | $-522M | $647M | $1.20B | $1.24B | $995M | $-383M | $405M | $545M | $289M | $393M | $330M | $226M | |
| EPS (Basic) | $-6.22 | $7.45 | $13.27 | $12.85 | $9.61 | $-3.53 | $3.71 | $4.94 | $2.59 | $3.44 | $2.82 | $1.92 | |
| EPS (Diluted) | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 | $-3.53 | $3.68 | $4.89 | $2.55 | $3.41 | $2.79 | $1.91 | |
| Shares (Basic) | 84,000,000 | 86,900,000 | 90,100,000 | 96,600,000 | 103,500,000 | 108,600,000 | 109,200,000 | 110,400,000 | 111,500,000 | 114,400,000 | 117,200,000 | 117,500,000 | |
| Shares (Diluted) | 84,000,000 | 87,800,000 | 91,000,000 | 97,700,000 | 104,300,000 | 108,600,000 | 110,100,000 | 111,400,000 | 113,200,000 | 115,400,000 | 118,200,000 | 118,300,000 | |
| EBITDA | $1.05B | $1.80B | $2.42B | $2.25B | $1.94B | $355M | $1.24B | $1.24B | $1.11B | $1.04B | $300M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $345M | $321M | $1.61B | $1.10B | $959M | $717M | $172M | $78M | $246M | $112M | $96M | $67M | |
| Receivables | $937M | $1.14B | $987M | $961M | $939M | $919M | $770M | $794M | $806M | $678M | $709M | $674M | |
| Inventory | $1.47B | $1.33B | $1.20B | $1.33B | $1.08B | $855M | $1.03B | $1.07B | $841M | $710M | $644M | $817M | |
| Other Current Assets | $165M | $163M | $117M | $117M | $121M | $115M | $86M | $76M | $80M | $74M | $47M | $233M | |
| Current Assets | $3.35B | $3.38B | $3.92B | $3.56B | $3.10B | $2.61B | $2.06B | $2.02B | $1.99B | $1.59B | $1.51B | $1.81B | |
| PP&E (Net) | $4.17B | $3.82B | $3.84B | $3.73B | $3.87B | $3.81B | $3.85B | $3.81B | $3.42B | $3.11B | $2.96B | $2.90B | |
| PP&E (Gross) | $7.61B | $6.86B | $7.50B | $7.13B | $7.21B | $6.91B | $6.70B | $6.39B | $5.76B | $5.13B | $4.81B | $4.62B | |
| Accum. Depreciation | $3.44B | $3.04B | $3.66B | $3.40B | $3.34B | $3.10B | $2.84B | $2.58B | $2.33B | $2.02B | $1.85B | $1.72B | |
| Goodwill | $1.68B | $2.75B | $1.39B | $1.38B | $990M | $989M | $1.93B | $1.95B | $1.51B | $1.34B | $1.17B | $1.17B | |
| Intangibles | $2.54B | $2.68B | $1.53B | $1.60B | $1.62B | $1.67B | $1.72B | $1.78B | $1.36B | $1.14B | $999M | $1.02B | |
| Other Non-current Assets | $480M | $456M | $313M | $262M | $249M | $228M | $188M | $169M | $211M | $194M | $204M | $207M | |
| Total Assets | $12.98B | $14.07B | $11.24B | $10.75B | $10.02B | $9.48B | $10.01B | $9.77B | $8.63B | $7.74B | $7.33B | $7.54B | |
| Accounts Payable | $1.26B | $1.30B | $1.22B | $1.34B | $1.09B | $875M | $815M | $851M | $834M | $615M | $535M | $542M | |
| Short-term Debt | $50M | $1M | $1M | $1M | $6M | $1M | $20M | $16M | $1M | $1M | $6M | $31M | |
| Current Liabilities | $2.66B | $2.30B | $2.32B | $2.10B | $1.70B | $1.44B | $1.33B | $1.28B | $1.28B | $963M | $1.06B | $983M | |
| Capital Leases | $450M | $348M | $165M | $152M | $109M | $99M | $138M | $0 | · | · | · | · | |
| Deferred Tax | $737M | $719M | $427M | $388M | $376M | $332M | $272M | $141M | $37M | $36M | $8M | $22M | |
| Other Non-current Liabilities | $323M | $286M | $315M | $299M | $304M | $213M | $200M | $208M | $223M | $164M | $137M | $130M | |
| Total Liabilities | $9.09B | $8.96B | $6.03B | $6.13B | $5.68B | · | · | · | · | · | · | · | |
| Long-term Debt | $5.12B | $5.10B | $3.05B | $3.02B | $2.98B | $3.15B | $2.99B | $3.37B | $2.41B | $2.10B | $1.86B | $1.99B | |
| Total Debt | $4.77B | $5.16B | $2.65B | $3.02B | $2.99B | $3.15B | $3.01B | $3.37B | $2.41B | $2.10B | $1.87B | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $4.26B | $4.23B | $4.17B | $4.14B | $4.09B | $4.06B | $4.05B | $4.03B | $4.01B | $3.98B | $3.96B | $3.95B | |
| Retained Earnings | $4.46B | $5.22B | $4.79B | $3.79B | $2.71B | $1.83B | $2.32B | $2.01B | $1.57B | $1.38B | $1.05B | $805M | |
| Treasury Stock | $4.43B | $3.69B | $3.29B | $2.68B | $1.92B | $1.40B | $1.13B | $1.10B | $911M | $803M | $612M | $518M | |
| AOCI | $-437M | $-691M | $-503M | $-681M | $-581M | $-588M | $-610M | $-656M | $-514M | $-710M | $-670M | $-550M | |
| Stockholders' Equity | $3.85B | $5.08B | $5.17B | $4.58B | $4.30B | $3.90B | $4.63B | $4.28B | $4.16B | $3.85B | $3.74B | $3.69B | |
| Liabilities + Equity | $12.98B | $14.07B | $11.24B | $10.75B | $10.02B | $9.48B | $10.01B | $9.77B | $8.63B | $7.74B | $7.33B | $7.54B | |
| Shares Outstanding | 80,200,000 | 85,400,000 | 87,200,000 | 91,900,000 | 100,400,000 | 105,600,000 | 109,500,000 | 109,500,000 | 111,500,000 | 112,700,000 | 115,900,000 | 117,800,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $694M | $677M | $609M | $531M | $502M | $493M | $457M | $433M | $371M | $343M | $300M | $304M | |
| Stock-based Comp | $71M | $93M | $51M | $51M | $50M | $41M | $39M | $47M | $44M | $41M | $30M | $29M | |
| Deferred Tax | $27M | $11M | $-11M | $30M | $63M | $79M | $119M | $141M | $183M | $136M | $64M | $-15M | |
| Amort. of Intangibles | $148M | $129M | $92M | $55M | $49M | $48M | $49M | $49M | $31M | $25M | $22M | $21M | |
| Restructuring | · | $309M | $-20M | $-39M | $20M | $41M | $28M | $22M | $48M | $28M | $2M | $36M | |
| Other Non-cash | $1.52B | $567M | $-125M | $-93M | $-107M | $905M | $17M | $-363M | $129M | $30M | $18M | · | |
| Operating Cash Flow | $1.79B | $1.89B | $1.72B | $1.76B | $1.50B | $1.14B | $1.04B | $803M | $1.02B | $943M | $742M | $452M | |
| CapEx | $824M | $647M | $526M | $446M | $416M | $307M | $447M | $537M | $337M | $373M | $401M | $391M | |
| Investing Cash Flow | $-765M | $-3.39B | $-356M | $-623M | $-377M | $-205M | $-394M | $-1.59B | $-901M | $-815M | $-369M | $-297M | |
| Debt Issued | $0 | $1.97B | $0 | $0 | $0 | $297M | $445M | $389M | $588M | $395M | $0 | $390M | |
| Net Debt Issued | $-29M | $1.09B | $0 | $0 | $-193M | $297M | $-39M | $389M | $237M | $232M | $-8M | · | |
| Stock Repurchased | $815M | $491M | $657M | $795M | $570M | $318M | $61M | $236M | $159M | $247M | $138M | $44M | |
| Net Stock Activity | $-815M | $-491M | $-657M | $-795M | $-570M | $-318M | $-61M | $-236M | $-159M | $-247M | $-138M | · | |
| Dividends Paid | $232M | $208M | $188M | $136M | $108M | $104M | $95M | $92M | $89M | $81M | $78M | $56M | |
| Financing Cash Flow | $-1.07B | $334M | $-877M | $-974M | $-881M | $-358M | $-573M | $647M | $3M | $-88M | $-333M | $-142M | |
| Net Change in Cash | $38M | $-1.25B | $516M | $141M | $242M | $545M | $94M | $-168M | $135M | $22M | $29M | $10M | |
| Taxes Paid | $264M | $423M | $428M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $962M | $1.25B | $1.19B | $1.31B | $1.09B | $828M | $590M | $266M | $679M | $529M | $331M | · | |
| Levered FCF | $1.43B | $1.10B | $1.14B | $1.23B | $992M | $629M | $500M | $175M | $623M | $455M | $257M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.1% | 29.6% | 27.7% | 26.8% | 26.1% | 22.8% | 22.5% | 23.1% | 24.6% | 24.3% | 21.6% | · | |
| Operating Margin | 3.6% | 10.3% | 18.7% | 17.6% | 16.9% | -2.0% | 11.0% | 11.4% | 11.5% | 12.3% | · | · | |
| Net Margin | -5.2% | 5.9% | 12.4% | 12.7% | 11.7% | -5.4% | 5.7% | 7.7% | 4.5% | 6.9% | 6.2% | · | |
| Pretax Margin | 1.0% | 8.3% | 16.4% | 16.5% | 15.4% | -3.6% | 8.2% | 10.0% | 8.8% | 10.4% | 8.5% | · | |
| EBITDA Margin | 10.4% | 16.4% | 25.0% | 23.0% | 22.8% | 5.0% | 17.4% | 17.6% | 17.4% | 18.4% | 5.6% | · | |
| ROA | -3.9% | 5.1% | 10.9% | 11.9% | 10.2% | -3.9% | 4.1% | 5.9% | 3.5% | 5.2% | 4.4% | · | |
| ROE | -11.7% | 12.6% | 24.6% | 28.0% | 24.3% | -9.0% | 9.1% | 12.9% | 7.2% | 10.4% | 8.9% | · | |
| ROIC | -7.6% | 7.7% | 17.3% | 17.3% | 14.9% | -2.9% | 7.0% | 8.2% | 5.8% | 8.0% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.5 | 1.7 | 1.7 | 1.8 | 1.8 | 1.6 | 1.6 | 1.5 | 1.6 | 1.4 | · | |
| Quick Ratio | 0.5 | 0.7 | 1.1 | 1.0 | 1.1 | 1.1 | 0.7 | 0.7 | 0.8 | 0.8 | 0.7 | · | |
| Debt / Equity | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 | 0.8 | 0.7 | 0.8 | 0.6 | 0.5 | 0.5 | · | |
| LT Debt / Equity | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 | 0.8 | 0.6 | 0.8 | 0.6 | 0.5 | 0.5 | · | |
| Interest Coverage | 1.4 | 5.3 | 23.8 | 15.7 | 11.4 | -1.0 | 6.0 | 6.9 | 6.9 | 6.5 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.9 | 0.9 | 0.9 | 0.9 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.7 | · | |
| Inventory Turnover | 5.2 | 5.5 | 5.5 | 5.9 | 6.5 | 5.8 | 5.3 | 5.7 | 6.2 | 6.3 | 5.7 | · | |
| Receivables Turnover | 9.7 | 9.8 | 9.9 | 10.3 | 9.1 | 8.4 | 9.2 | 8.8 | 8.6 | 8.2 | 7.7 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $48.04 | $59.45 | $59.24 | $49.78 | $42.79 | $35.79 | $42.49 | $39.11 | $37.33 | $34.15 | $32.26 | · | |
| Revenue / Share | $120.27 | $125.00 | $106.34 | $99.91 | $81.48 | $64.96 | $65.03 | $63.35 | $56.40 | · | $45.26 | · | |
| Cash Flow / Share | $21.26 | $21.55 | $18.89 | $18.01 | $14.41 | $10.45 | $9.42 | $7.21 | $8.98 | · | $6.28 | · | |
| Cash / Share | $4.30 | $4.23 | $18.52 | $11.96 | $9.55 | $6.58 | $1.58 | $0.71 | $2.21 | $0.99 | $0.83 | · | |
| Dividend / Share | $2.86 | $2.49 | $2.16 | $1.57 | $1.13 | $0.98 | $0.90 | $0.85 | $0.81 | $0.74 | $0.68 | $0.64 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | · | $0.16 | |
| EPS (TTM) | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 | $-3.53 | $3.68 | $4.89 | $2.55 | $3.41 | $2.79 | $1.91 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.6% | 17.7% | -14.2% | 14.9% | 20.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.1% | 5.1% | 5.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -43.9% | 3.5% | 33.1% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -8.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -45.9% | -3.6% | 24.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -13.4% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 17.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B | $7.05B | $7.16B | $7.06B | $6.38B | $5.68B | $5.35B | $5.26B | |
| Net Income TTM | $-522M | $647M | $1.20B | $1.24B | $995M | $-383M | $405M | $545M | $289M | $393M | $330M | $226M | |
| Market Cap | $8.98B | $14.55B | $12.93B | $7.84B | $9.09B | $8.26B | $7.10B | $4.82B | $10.25B | $5.81B | $5.45B | · | |
| Enterprise Value | $13.40B | $19.34B | $13.96B | $9.76B | $11.12B | $10.69B | $9.94B | $8.11B | $12.42B | $7.80B | $7.23B | · | |
| P/E | -18.0 | 23.1 | 11.3 | 6.7 | 9.5 | -21.5 | 17.7 | 9.0 | 36.1 | 15.1 | 16.9 | 18.7 | |
| P/S | 0.9 | 1.5 | 1.5 | 0.8 | 1.1 | 1.2 | 1.0 | 0.7 | 1.6 | 1.0 | 1.0 | · | |
| P/B | 2.3 | 2.9 | 2.5 | 1.7 | 2.1 | 2.1 | 1.5 | 1.1 | 2.5 | 1.5 | 1.5 | · | |
| P / Tangible Book | · | · | 5.8 | 4.9 | 5.4 | 6.6 | · | · | · | · | · | · | |
| P / Cash Flow | 5.0 | 7.7 | 7.5 | 4.5 | 6.0 | 7.3 | 6.8 | 6.0 | 10.1 | 6.2 | 7.3 | · | |
| P / FCF | 9.3 | 11.7 | 10.8 | 6.0 | 8.4 | 10.0 | 12.0 | 18.1 | 15.1 | 11.0 | 16.5 | · | |
| EV / EBITDA | 12.7 | 10.7 | 5.8 | 4.3 | 5.7 | 30.1 | 8.0 | 6.5 | 11.2 | 7.5 | 24.1 | · | |
| EV / FCF | 13.9 | 15.5 | 11.7 | 7.4 | 10.2 | 12.9 | 16.8 | 30.5 | 18.3 | 14.7 | 21.8 | · | |
| EV / Revenue | 1.3 | 2.0 | 1.7 | 1.0 | 1.3 | 1.5 | 1.4 | 1.1 | 1.9 | 1.4 | 1.4 | · | |
| Dividend Yield | 2.6% | 1.4% | 1.5% | 1.7% | 1.2% | 1.3% | 1.3% | 1.9% | 0.87% | 1.4% | 1.4% | · | |
| Earnings Yield | -5.6% | 4.3% | 8.9% | 14.9% | 10.5% | -4.7% | 5.7% | 11.1% | 2.8% | 6.6% | 5.9% | 5.3% | |
| Payout Ratio | -44.4% | 32.1% | 15.7% | 11.0% | 10.8% | -27.2% | 23.5% | 16.9% | 30.8% | 20.6% | 23.6% | · | |
| Annual Payout | $232M | $208M | $188M | $136M | $108M | $104M | $95M | $92M | $89M | $81M | $78M | $56M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.76B | $2.27B | $2.14B | $2.68B | $2.75B | $2.53B | $2.57B | $2.76B | $2.50B | $2.02B | $999M | $2.48B | $2.56B | $2.33B | $2.29B | $2.53B | |
| Cost of Revenue | $1.96B | $1.75B | $1.64B | $1.93B | $1.89B | $1.80B | $1.82B | $1.91B | $1.68B | $1.39B | $637M | $1.75B | $1.81B | $1.74B | $1.72B | $1.84B | |
| Gross Profit | $793M | $510M | $498M | $757M | $858M | $725M | $749M | $851M | $813M | $628M | $362M | $727M | $752M | $589M | $570M | $693M | |
| R&D Expense | $35M | $37M | $39M | $39M | $37M | $35M | $40M | $32M | $32M | $27M | $25M | $29M | $28M | $28M | $33M | $26M | |
| SG&A Expense | $252M | $258M | $250M | $240M | $263M | $261M | $282M | $258M | $229M | $190M | $136M | $201M | $207M | $204M | · | $201M | |
| Operating Expenses | $311M | $390M | $723M | $1.08B | $353M | $318M | $533M | $379M | $395M | $252M | $206M | $265M | $265M | $55M | $391M | $85M | |
| Operating Income | $482M | $120M | $-225M | $-327M | $505M | $407M | $216M | $472M | $418M | $376M | $156M | $462M | $487M | $534M | $179M | $608M | |
| Interest Expense | $69M | $66M | $448M | $-65M | $63M | $64M | $356M | $-69M | $-63M | $-16M | $12M | $17M | $23M | $22M | $27M | $28M | |
| Pretax Income | $413M | $54M | $-288M | $-393M | $442M | $343M | $156M | $403M | $356M | $360M | $0 | $446M | $464M | $512M | $155M | $582M | |
| Income Tax | $102M | $15M | $-7M | $102M | $110M | $88M | $32M | $118M | $101M | $83M | $3M | $110M | $121M | $130M | $33M | $114M | |
| Net Income | $226M | $-105M | $-298M | $-494M | $363M | $-93M | $-258M | $321M | $285M | $299M | $131M | $337M | $345M | $383M | $124M | $470M | |
| EPS (Basic) | $2.81 | $-1.30 | $-3.49 | $-5.92 | $4.27 | $-1.08 | $-2.93 | $3.69 | $3.27 | $3.42 | $1.53 | $3.74 | $3.81 | $4.19 | $1.40 | $4.88 | |
| EPS (Diluted) | $2.80 | $-1.29 | $-3.47 | $-5.92 | $4.25 | $-1.08 | $-2.92 | $3.65 | $3.24 | $3.40 | $1.48 | $3.71 | $3.78 | $4.17 | $1.34 | $4.84 | |
| Shares (Basic) | 80,300,000 | 80,700,000 | · | 83,400,000 | 85,000,000 | 85,800,000 | · | 87,000,000 | 87,200,000 | 87,300,000 | · | 90,000,000 | 90,500,000 | 91,300,000 | · | 96,300,000 | |
| Shares (Diluted) | 80,600,000 | 81,100,000 | · | 83,400,000 | 85,500,000 | 86,300,000 | · | 87,900,000 | 88,000,000 | 87,900,000 | · | 90,900,000 | 91,300,000 | 91,900,000 | · | 97,100,000 | |
| EBITDA | $482M | $294M | · | $-327M | $505M | $566M | · | $509M | $457M | $534M | · | $462M | $487M | $661M | · | $608M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $271M | $272M | $345M | $286M | $230M | $400M | $321M | $499M | $254M | $1.25B | · | $1.32B | $968M | $757M | $1.10B | $751M | |
| Receivables | $1.51B | $1.35B | $937M | $1.44B | $1.64B | $1.56B | $1.14B | $1.58B | $1.68B | $1.41B | · | $1.30B | $1.41B | $1.39B | · | $1.30B | |
| Inventory | $1.46B | $1.49B | $1.47B | $1.42B | $1.46B | $1.41B | $1.33B | $1.60B | $1.58B | $1.21B | · | $1.23B | $1.29B | $1.34B | · | $1.32B | |
| Other Current Assets | $208M | $175M | $165M | $154M | $160M | $145M | $163M | $191M | $209M | $112M | · | $94M | $122M | $108M | · | $190M | |
| Current Assets | $3.44B | $3.72B | $3.35B | $3.73B | $3.92B | $3.92B | $3.38B | $3.86B | $3.72B | $3.98B | · | $3.95B | $3.79B | $3.59B | · | $3.57B | |
| PP&E (Net) | $4.15B | $4.12B | $4.17B | $3.99B | $3.95B | $3.86B | $3.82B | $4.59B | $4.64B | $3.80B | · | $3.69B | $3.72B | $3.75B | · | $3.66B | |
| PP&E (Gross) | $7.77B | $7.64B | $7.61B | $7.38B | $7.23B | $7.02B | $6.86B | $8.48B | $8.43B | $7.51B | · | $7.28B | $7.25B | $7.19B | · | $7.06B | |
| Accum. Depreciation | $3.62B | $3.52B | $3.44B | $3.39B | $3.28B | $3.16B | $3.04B | $3.89B | $3.79B | $3.71B | · | $3.59B | $3.53B | $3.45B | · | $3.40B | |
| Goodwill | $1.66B | $1.66B | $1.68B | $2.03B | $2.81B | $2.76B | $2.75B | $2.87B | $2.68B | $1.39B | · | $1.38B | $1.39B | $1.39B | · | $1.37B | |
| Intangibles | $2.46B | $2.50B | $2.54B | $2.61B | $2.66B | $2.66B | $2.68B | $2.77B | $3.01B | $1.51B | · | $1.53B | $1.56B | $1.61B | · | $1.68B | |
| Other Non-current Assets | $496M | $475M | $480M | $478M | $461M | $429M | $456M | $455M | $448M | $346M | · | $293M | $291M | $275M | · | $251M | |
| Total Assets | $12.73B | $13.09B | $12.98B | $13.52B | $14.48B | $14.27B | $14.07B | $15.05B | $14.99B | $11.27B | · | $11.07B | $11.00B | $10.84B | · | $10.72B | |
| Accounts Payable | $1.35B | $1.27B | $1.26B | $1.32B | $1.25B | $1.29B | $1.30B | $1.40B | $1.40B | $1.18B | · | $1.16B | $1.20B | $1.24B | · | $1.32B | |
| Short-term Debt | $65M | $383M | $50M | $40M | $420M | $499M | $1M | $1M | $155M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Current Liabilities | $2.97B | $3.01B | $2.66B | $2.67B | $2.57B | $2.72B | $2.30B | $2.68B | $2.72B | $2.27B | · | $1.83B | $1.83B | $1.93B | · | $2.01B | |
| Capital Leases | $454M | $432M | $450M | $372M | $359M | $342M | $348M | $404M | $386M | $164M | · | $156M | $165M | $157M | · | $132M | |
| Deferred Tax | $857M | $742M | $737M | $789M | $695M | $687M | $719M | $733M | $811M | $423M | · | $430M | $438M | $411M | · | $398M | |
| Other Non-current Liabilities | $324M | $309M | $323M | $322M | $318M | $296M | $286M | $356M | $351M | $319M | · | $316M | $311M | $308M | · | $295M | |
| Total Liabilities | $8.92B | $9.41B | $9.09B | $9.08B | $9.28B | $9.34B | $8.96B | $9.38B | $9.47B | $6.00B | · | $5.92B | $5.94B | $6.00B | · | $6.04B | |
| Long-term Debt | $5.12B | $5.12B | $5.12B | $5.11B | · | · | $5.10B | $5.46B | $5.46B | $3.08B | · | $3.03B | $3.04B | $3.03B | · | $3.01B | |
| Total Debt | $4.29B | $5.11B | · | $4.75B | $5.50B | $5.54B | · | $5.07B | $5.21B | $2.68B | · | $3.03B | $3.04B | $3.03B | · | $3.01B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $4.25B | $4.24B | $4.26B | $4.24B | $4.22B | $4.21B | $4.23B | $4.20B | $4.19B | $4.16B | · | $4.15B | $4.14B | $4.13B | · | $4.12B | |
| Retained Earnings | $4.46B | $4.29B | $4.46B | $4.82B | $5.38B | $5.07B | $5.22B | $5.54B | $5.27B | $5.04B | · | $4.72B | $4.43B | $4.13B | · | $3.72B | |
| Treasury Stock | $4.60B | $4.42B | $4.43B | $4.21B | $3.99B | $3.78B | $3.69B | $3.59B | $3.39B | $3.43B | · | $3.06B | $2.92B | $2.82B | · | $2.43B | |
| AOCI | $-340M | $-472M | $-437M | $-455M | $-450M | $-618M | $-691M | $-531M | $-597M | $-539M | · | $-703M | $-637M | $-652M | · | $-776M | |
| Stockholders' Equity | $3.77B | $3.64B | $3.85B | $4.40B | $5.16B | $4.88B | $5.08B | $5.62B | $5.47B | $5.23B | · | $5.11B | $5.01B | $4.79B | · | $4.64B | |
| Liabilities + Equity | $12.73B | $13.09B | $12.98B | $13.52B | $14.48B | $14.27B | $14.07B | $15.05B | $14.99B | $11.27B | · | $11.07B | $11.00B | $10.84B | · | $10.72B | |
| Shares Outstanding | 79,000,000 | 80,500,000 | 80,200,000 | 82,200,000 | 83,600,000 | 85,000,000 | 85,400,000 | 85,800,000 | 86,900,000 | 86,700,000 | 87,200,000 | 88,900,000 | 89,800,000 | 90,800,000 | 91,900,000 | 94,700,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $175M | $174M | $181M | $182M | $172M | $159M | $194M | $185M | $167M | $131M | $163M | $160M | $159M | $127M | $131M | $130M | |
| Stock-based Comp | $17M | $18M | $17M | $15M | $18M | $21M | $19M | $21M | $39M | $14M | $13M | $11M | $14M | $13M | $13M | $13M | |
| Amort. of Intangibles | $34M | $34M | $34M | $37M | $39M | $38M | $32M | $42M | $39M | $16M | $22M | $28M | $24M | $18M | $18M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $-171M | · | · | |
| Other Non-cash | · | $-241M | · | · | · | $-136M | · | · | · | $-420M | · | · | · | $-687M | · | · | |
| Operating Cash Flow | $398M | $-154M | $590M | $918M | $327M | $-49M | $676M | $699M | $493M | $24M | $698M | $691M | $494M | $-164M | $675M | $461M | |
| CapEx | $199M | $233M | $257M | $166M | $198M | $203M | $197M | $141M | $157M | $152M | $136M | $110M | $122M | $158M | $140M | $94M | |
| Investing Cash Flow | $197M | $-190M | $-252M | $-166M | $-188M | $-159M | $-200M | $-39M | $-3.01B | $-146M | $-137M | $-117M | $-126M | $24M | $-50M | $-233M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Debt Issued | · | $0 | · | · | · | $-29M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $208M | $22M | $232M | $220M | $227M | $136M | $103M | $203M | $24M | $161M | $238M | $144M | $115M | $160M | $259M | $206M | |
| Net Stock Activity | · | $-22M | · | · | · | $-136M | · | · | · | $-161M | · | · | · | $-160M | · | · | |
| Dividends Paid | $64M | $63M | $56M | $58M | $59M | $59M | $52M | $52M | $52M | $52M | $46M | $47M | $47M | $48M | $33M | $33M | |
| Financing Cash Flow | $-601M | $235M | $-289M | $-671M | $-376M | $264M | $-567M | $-420M | $1.55B | $-234M | $-292M | $-200M | $-169M | $-216M | $-299M | $-246M | |
| Net Change in Cash | $-14M | $-114M | $56M | $78M | $-175M | $79M | $-150M | $245M | $-988M | $-361M | $291M | $355M | $212M | $-342M | $349M | $-59M | |
| Taxes Paid | $76M | $36M | · | · | $184M | $36M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-387M | · | · | · | $-252M | · | · | · | $-128M | · | · | · | $-322M | · | · | |
| Levered FCF | · | $-435M | · | · | · | $-204M | · | · | · | $-141M | · | · | · | $-338M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.8% | 22.5% | · | 28.2% | 31.2% | 28.7% | · | 29.8% | 31.1% | 29.6% | · | 29.3% | 29.3% | 25.3% | · | 27.4% | |
| Operating Margin | 17.5% | 5.3% | · | -12.2% | 18.4% | 16.1% | · | 16.7% | 16.4% | 17.5% | · | 18.6% | 19.0% | 22.9% | · | 24.0% | |
| Net Margin | 8.2% | -4.6% | · | -18.4% | 13.2% | -3.7% | · | 10.5% | 10.2% | 13.0% | · | 13.6% | 13.5% | 16.4% | · | 18.6% | |
| Pretax Margin | 15.0% | 2.4% | · | -14.6% | 16.1% | 13.6% | · | 14.4% | 14.1% | 16.8% | · | 18.0% | 18.1% | 22.0% | · | 23.0% | |
| EBITDA Margin | 17.5% | 13.0% | · | -12.2% | 18.4% | 22.4% | · | 16.7% | 16.4% | 23.2% | · | 18.6% | 19.0% | 28.4% | · | 24.0% | |
| ROA | 1.7% | -0.77% | · | -3.5% | 2.5% | -0.73% | · | 2.5% | 2.2% | 2.7% | · | 3.1% | 3.2% | 3.6% | · | 4.5% | |
| ROE | 5.1% | -2.5% | · | -9.9% | 6.8% | -1.8% | · | 6.0% | 5.4% | 6.0% | · | 6.9% | 7.2% | 8.4% | · | 10.6% | |
| ROIC | 4.5% | 0.99% | · | -4.5% | 3.6% | 2.9% | · | 3.5% | 3.1% | 3.9% | · | 4.3% | 4.5% | 5.1% | · | 6.4% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | · | 1.4 | 1.5 | 1.4 | · | 1.4 | 1.4 | 1.8 | · | 2.2 | 2.1 | 1.9 | · | 1.8 | |
| Quick Ratio | 0.6 | 0.5 | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.7 | 1.2 | · | 1.4 | 1.3 | 1.1 | · | 1.0 | |
| Debt / Equity | 1.1 | 1.4 | · | 1.1 | 1.1 | 1.1 | · | 0.9 | 1.0 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| LT Debt / Equity | 1.1 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.9 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| Interest Coverage | 7.0 | 1.8 | · | 5.0 | -8.0 | -6.4 | · | · | · | 23.7 | · | 27.2 | 21.2 | 24.3 | · | 21.7 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.2 | · | 1.3 | 1.2 | 1.4 | · | 1.5 | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.4 | · | 1.6 | |
| Receivables Turnover | 1.7 | 1.6 | · | 1.8 | 1.7 | 1.7 | · | 2.1 | 1.8 | 1.6 | · | 1.9 | 1.8 | 1.7 | · | 2.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.75 | $45.27 | · | $53.52 | $61.76 | $57.44 | · | $65.54 | $62.97 | $60.31 | · | $57.42 | $55.84 | $52.76 | · | $49.00 | |
| Revenue / Share | $34.19 | $27.93 | · | $32.18 | $32.13 | $29.32 | · | $34.65 | $31.69 | $26.17 | · | $27.27 | $28.07 | $25.36 | · | $26.05 | |
| Cash Flow / Share | · | $-1.90 | · | · | · | $-0.57 | · | · | · | $0.27 | · | · | · | $-1.78 | · | · | |
| Cash / Share | $3.43 | $3.38 | · | $3.48 | $2.75 | $4.71 | · | $5.82 | $2.92 | $14.46 | · | $14.88 | $10.78 | $8.34 | · | $7.93 | |
| Dividend / Share | $0.79 | $0.79 | $0.79 | $0.69 | $0.69 | $0.69 | $0.69 | $0.60 | $0.60 | $0.60 | $0.60 | $0.52 | $0.52 | $0.52 | $0.52 | $0.35 | |
| EPS (TTM) | $-7.88 | $-6.43 | · | $-5.67 | $3.90 | $2.89 | · | $11.77 | $11.83 | $12.37 | · | $13.00 | $14.13 | $13.84 | · | $13.60 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.85B | $9.84B | · | $10.54B | $10.61B | $10.36B | · | $8.28B | $7.99B | $8.06B | · | $9.66B | $9.71B | $9.75B | · | $9.61B | |
| Net Income TTM | $-671M | $-534M | · | $-482M | $333M | $255M | · | $1.04B | $1.05B | $1.11B | · | $1.19B | $1.32B | $1.32B | · | $1.34B | |
| Market Cap | $12.56B | $8.71B | · | $11.63B | $11.50B | $12.14B | · | $15.15B | $15.10B | $14.46B | · | $12.13B | $11.72B | $8.70B | · | $7.44B | |
| Enterprise Value | $16.58B | $13.55B | · | $16.10B | $16.77B | $17.28B | · | $19.71B | $20.05B | $15.89B | · | $13.84B | $13.79B | $10.97B | · | $9.71B | |
| P/E | -20.2 | -16.8 | · | -24.9 | 35.3 | 49.4 | · | 15.0 | 14.7 | 13.5 | · | 10.5 | 9.2 | 6.9 | · | 5.8 | |
| P/S | 1.3 | 0.9 | · | 1.1 | 1.1 | 1.2 | · | 1.8 | 1.9 | 1.8 | · | 1.3 | 1.2 | 0.9 | · | 0.8 | |
| P/B | 3.3 | 2.4 | · | 2.6 | 2.2 | 2.5 | · | 2.7 | 2.8 | 2.8 | · | 2.4 | 2.3 | 1.8 | · | 1.6 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | 6.2 | · | 5.5 | 5.7 | 4.8 | · | 4.7 | |
| P / Cash Flow | · | -56.6 | · | · | · | -247.7 | · | · | · | 602.6 | · | · | · | -53.0 | · | · | |
| EV / Revenue | 1.7 | 1.4 | · | 1.5 | 1.6 | 1.7 | · | 2.4 | 2.5 | 2.0 | · | 1.4 | 1.4 | 1.1 | · | 1.0 | |
| Dividend Yield | 1.9% | 2.7% | · | 2.0% | 1.9% | 1.8% | · | 1.3% | 1.3% | 1.3% | · | 1.4% | 1.4% | 1.7% | · | 1.8% | |
| Earnings Yield | -5.0% | -5.9% | · | -4.0% | 2.8% | 2.0% | · | 6.7% | 6.8% | 7.4% | · | 9.5% | 10.8% | 14.4% | · | 17.3% | |
| Payout Ratio | · | -60.0% | · | · | · | -63.4% | · | · | · | 17.4% | · | · | · | 12.5% | · | · | |
| Annual Payout | $241M | $236M | · | $228M | $222M | $215M | · | $202M | $197M | $192M | · | $175M | $161M | $149M | · | $130M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B |
| Margen Bruto % | 28.1% | 29.6% | 27.7% | 26.8% | 26.1% |
| Margen Operativo % | 3.6% | 10.3% | 18.7% | 17.6% | 16.9% |
| Beneficio neto | $-522M | $647M | $1.20B | $1.24B | $995M |
| EPS Diluido | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 |
| Ratio corriente | 1.3 | 1.5 | 1.7 | 1.7 | 1.8 |
| Ratio Rápido | 0.5 | 0.7 | 1.1 | 1.0 | 1.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $962M | $1.25B | $1.19B | $1.31B | $1.09B |
Propietarios institucionales (13F) 755 declarantes · $13.4B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 135 (+16 vs trimestre anterior) | 69 (-30 vs trimestre anterior) | 234 (-20 vs trimestre anterior) | 223 (+43 vs trimestre anterior) | -735K |
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. | $1 401 160 809 | 8 814 550 | 10,43% | Acciones |
| VANGUARD GROUP INC | $1 092 882 733 | 9 765 729 | 8,14% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $869 299 783 | 5 468 670 | 6,47% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $577 888 337 | 3 679 060 | 4,30% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $577 055 161 | 3 630 191 | 4,30% | Acciones |
| STATE STREET CORP | $492 380 031 | 3 097 509 | 3,67% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $469 228 347 | 2 951 985 | 3,49% | Acciones |
| FIRST TRUST ADVISORS LP | $460 936 665 | 2 899 702 | 3,43% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $358 537 396 | 2 255 518 | 2,67% | Acciones |
| Davis Selected Advisers | $330 714 230 | 2 081 213 | 2,46% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $324 751 022 | 1 925 106 | 2,42% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $240 176 435 | 2 219 335 | 1,79% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $198 662 973 | 1 255 057 | 1,48% | Acciones |
| Point72 Asset Management, L.P. | $193 490 245 | 1 217 226 | 1,44% | Acciones |
| NORGES BANK | $175 472 288 | 1 103 877 | 1,31% | Acciones |
| HARRIS ASSOCIATES L P | $174 143 382 | 1 095 517 | 1,30% | Acciones |
| JPMORGAN CHASE & CO | $167 044 363 | 1 066 825 | 1,24% | Acciones |
| GENDELL JEFFREY L | $160 122 793 | 1 007 315 | 1,19% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $152 263 810 | 957 875 | 1,13% | Acciones |
| Allspring Global Investments Holdings, LLC | $150 787 801 | 1 001 380 | 1,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $133 684 960 | 840 997 | 1,00% | Acciones |
| GOLDMAN SACHS GROUP INC | $123 602 274 | 777 568 | 0,92% | Acciones |
| MORGAN STANLEY | $115 004 938 | 723 481 | 0,86% | Acciones |
| NORTHERN TRUST CORP | $113 731 747 | 715 474 | 0,85% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113 615 388 | 714 742 | 0,85% | Acciones |
| Clean Energy Transition LLP | $112 112 263 | 705 286 | 0,83% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $107 811 726 | 678 232 | 0,80% | Acciones |
| Sound Shore Management Inc /CT/ | $92 932 626 | 584 629 | 0,69% | Acciones |
| FMR LLC | $92 899 952 | 584 425 | 0,69% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $92 119 765 | 579 516 | 0,69% | Acciones |
| Bank of New York Mellon Corp | $91 829 348 | 577 688 | 0,68% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $91 661 117 | 587 383 | 0,68% | Acciones |
| Balyasny Asset Management L.P. | $84 405 852 | 530 988 | 0,63% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $84 194 436 | 529 658 | 0,63% | Acciones |
| DEUTSCHE BANK AG\ | $82 499 288 | 518 994 | 0,61% | Acciones |
| BANQUE PICTET & CIE SA | $81 223 950 | 510 971 | 0,60% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $81 011 421 | 509 634 | 0,60% | Acciones |
| FRANKLIN RESOURCES INC | $74 652 226 | 469 629 | 0,56% | Acciones |
| LGT Group Foundation | $73 690 360 | 463 578 | 0,55% | Acciones |
| UBS Group AG | $71 108 370 | 447 335 | 0,53% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $68 731 920 | 432 385 | 0,51% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $66 174 685 | 416 306 | 0,49% | Acciones |
| Gotham Asset Management, LLC | $63 698 769 | 400 722 | 0,47% | Acciones |
| River Road Asset Management, LLC | $54 062 773 | 340 103 | 0,40% | Acciones |
| Lodge Hill Capital, LLC | $53 707 815 | 337 870 | 0,40% | Acciones |
| Nuveen, LLC | $53 440 245 | 336 187 | 0,40% | Acciones |
| Bank Pictet & Cie (Europe) AG | $49 623 020 | 312 173 | 0,37% | Acciones |
| TWO SIGMA ADVISERS, LP | $48 837 524 | 436 400 | 0,36% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $48 003 470 | 443 573 | 0,36% | Acciones |
| Callodine Capital Management, LP | $46 119 065 | 290 130 | 0,34% | Acciones |
Activistas y propietarios del %+ 5 11 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 |
|---|---|---|---|---|---|
| Owens Corning/Fibreboard Asbestos Personal Injury Trust FEIN ×4 presentaciones | 9 de abril de 2014 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 31 de agosto de 2009 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 3 de junio de 2009 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de mayo de 2009 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 28 de mayo de 2008 | · | Presentación inicial | · | SEC |
| Owens Corning/Fibreboard Asbestos Personal Injury Trust, PI Trust Advisory Committee, appointed under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006., Michael J. Crames, in his capacity as the Future Claimants’ Representative under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006. ×2 presentaciones | 2 de julio de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 22 de mayo de 2007 | · | Presentación inicial | · | SEC |
| D. E. Shaw Laminar Portfolios, L.L.C. FEIN, D. E. Shaw Oculus Portfolios, L.L.C. FEIN, D. E. Shaw & Co., L.P. FEIN, D. E. Shaw & Co., L.L.C. FEIN, David E. Shaw ×2 presentaciones | 12 de abril de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de abril de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de diciembre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 9 de noviembre de 2006 | · | 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.
Informantes de la empresa 66 insiders · 11 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Prithvi Gandhi | Interim CFO | 7 de agosto de 2020 A | 50 845 | 0 | 0 | $0 |
| Michael C. Mcmurray | Sr. VP and CFO | 2 de agosto de 2019 A | 95 683 | 0 | 0 | $0 |
| Nicolas Del Monaco | President, Roofing | 15 de septiembre de 2026 F | 26 330 | 0 | 0 | $0 |
| Todd W Fister | President and COO | 15 de septiembre de 2026 F | 52 138 | 0 | 0 | $0 |
| Rachel Barthelemy Marcon | President, Doors | 28 de agosto de 2026 S | 21 449 | 0 | 2 | $-214 160 |
| Julian Francis | President, Insulation | 30 de abril de 2019 S | 76 662 | 0 | 0 | $0 |
| Arnaud Genis | President, Composites | 14 de marzo de 2018 M | 28 875 | 0 | 0 | $0 |
| Daniel T Smith | EVP and Chief Growth Officer | 4 de agosto de 2023 A | 46 895 | 0 | 0 | $0 |
| Kelly J. Schmidt | Vice President and Controller | 7 de febrero de 2023 F | 15 472 | 0 | 0 | $0 |
| Ava Harter | Sr. VP & General Counsel | 6 de noviembre de 2020 A | 38 164 | 0 | 0 | $0 |
| Michael H Thaman | Executive Chairman | 3 de abril de 2020 A | 788 832 | 0 | 0 | $0 |
| Brian J Ferguson | Consejero | 2 de abril de 2021 A | 72 082 | 0 | 0 | $0 |
| Ralph F Hake | Consejero | 2 de abril de 2021 A | 56 861 | 0 | 0 | $0 |
| Cesar Conde | Consejero | 2 de abril de 2019 A | 12 037 | 0 | 0 | $0 |
| James J Mcmonagle | Consejero | 3 de abril de 2018 A | 48 287 | 0 | 0 | $0 |
| Philip F Handy | Consejero | 3 de abril de 2018 A | 66 210 | 0 | 0 | $0 |
| Ann Iverson | Consejero | 3 de abril de 2017 A | 49 129 | 0 | 0 | $0 |
| David Lyon | Consejero | 5 de mayo de 2009 A | 0 | 0 | 0 | $0 |
| Owens Corning/Fibreboard Asbestos Personal Injury Trust | Propietario del 10% | 6 de mayo de 2010 S | 7 100 000 | 0 | 0 | $0 |
| De La Nuez Jose Manuel Canovas | · | 10 de agosto de 2026 A | 18 955 | 0 | 0 | $0 |
| Jonathan Mark Collins | · | 10 de agosto de 2026 A | 19 504 | 0 | 0 | $0 |
| Michelle T Collins | · | 7 de agosto de 2026 A | 2 918 | 0 | 0 | $0 |
| Adrienne Elsner | · | 7 de agosto de 2026 A | 19 099 | 0 | 0 | $0 |
| Paul Edward Martin | · | 7 de agosto de 2026 A | 8 338 | 0 | 0 | $0 |
| Edward F Lonergan | · | 7 de agosto de 2026 A | 54 958 | 0 | 0 | $0 |
| Suzanne P Nimocks | · | 7 de agosto de 2026 A | 36 938 | 0 | 0 | $0 |
| John David Williams | · | 7 de agosto de 2026 A | 54 752 | 0 | 0 | $0 |
| Alfred E Festa | · | 7 de agosto de 2026 A | 13 296 | 0 | 0 | $0 |
| Eduardo E Cordeiro | · | 7 de agosto de 2026 A | 16 311 | 0 | 0 | $0 |
| Jose Mendez-Andino | · | 6 de agosto de 2026 A | 24 507 | 0 | 0 | $0 |
| Mari Doerfler | · | 8 de mayo de 2026 S | 3 093 | 0 | 1 | $-232 892 |
| Maryann T. Seaman | · | 9 de abril de 2026 A | 27 410 | 0 | 0 | $0 |
| Ann Lizabeth Baymiller | · | 25 de febrero de 2026 F | 8 797 | 0 | 0 | $0 |
| Gina A. Beredo | · | 25 de febrero de 2026 F | 36 351 | 0 | 0 | $0 |
| Brian Chambers | · | 25 de febrero de 2026 F | 395 537 | 0 | 0 | $0 |
| Russell Paula | · | 10 de abril de 2025 A | 25 988 | 0 | 0 | $0 |
| Howard W Morris | · | 10 de abril de 2025 A | 41 915 | 0 | 0 | $0 |
| Christopher O Ball | · | 27 de febrero de 2025 F | 25 255 | 0 | 0 | $0 |
| Gunner Smith | · | 24 de febrero de 2025 F | 30 053 | 0 | 0 | $0 |
| Marcio A Sandri | · | 5 de febrero de 2025 A | 57 470 | 0 | 0 | $0 |
| Kenneth Scott Parks | · | 8 de septiembre de 2023 F | 43 464 | 0 | 0 | $0 |
| Norman P Blake JR | · | 2 de abril de 2015 A | 50 233 | 0 | 0 | $0 |
| John William Christy | · | 20 de febrero de 2015 S | 28 420 | 0 | 0 | $0 |
| Charles E Dana | · | 29 de julio de 2014 A | 170 611 | 0 | 0 | $0 |
| Joseph F Neely | · | 3 de abril de 2014 A | 38 423 | 0 | 0 | $0 |
| Gaston Caperton | · | 25 de febrero de 2013 A | 37 417 | 0 | 0 | $0 |
| David L Johns | · | 11 de diciembre de 2012 M | 57 141 | 0 | 0 | $0 |
| Landon Hilliard | · | 21 de febrero de 2012 A | 51 340 | 0 | 0 | $0 |
| Mark W Mayer | · | 6 de febrero de 2012 F | 15 185 | 0 | 0 | $0 |
| Duncan Palmer | · | 6 de febrero de 2012 F | 181 605 | 0 | 0 | $0 |
| Stephen K Krull | · | 28 de febrero de 2011 A | 108 757 | 0 | 0 | $0 |
| Ann W Reynolds | · | 22 de febrero de 2011 A | 24 880 | 0 | 0 | $0 |
| Robert B Smith JR | · | 22 de febrero de 2010 A | 20 155 | 0 | 0 | $0 |
| Daniel Tseung | · | 22 de febrero de 2010 A | 20 631 | 0 | 0 | $0 |
| Karel K Czanderna | · | 4 de febrero de 2010 F | 75 618 | 0 | 0 | $0 |
| COLVILLE WILLIAM W | · | 2 de noviembre de 2009 A | 18 751 | 0 | 0 | $0 |
| John B Hillenbrand Jr | · | 31 de marzo de 2008 A | 12 927 | 0 | 0 | $0 |
| Scott Deitz | · | 7 de febrero de 2008 A | 13 013 | 0 | 0 | $0 |
| William E Lebaron | · | 7 de febrero de 2008 A | 33 914 | 0 | 0 | $0 |
| Charles W Stein Jr | · | 7 de febrero de 2008 A | 47 635 | 0 | 0 | $0 |
| Bernini Frank C Obrien | · | 7 de febrero de 2008 A | 41 445 | 0 | 0 | $0 |
| Roy D Dean | · | 7 de febrero de 2008 A | 65 697 | 0 | 0 | $0 |
| Joseph C High | · | 7 de febrero de 2008 A | 63 409 | 0 | 0 | $0 |
| Sheree L Bargabos | · | 7 de febrero de 2008 A | 66 002 | 0 | 0 | $0 |
| Ronald R Ranallo | · | 25 de junio de 2007 A | 8 873 | 0 | 0 | $0 |
| David T Brown | · | 25 de junio de 2007 A | 139 521 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 95 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 |
|---|---|---|---|---|
| ITB · iShares Trust | 2,41% | 391 462 SH | 11 de septiembre de 2026 | Diario |
| PKB · Invesco Exchange-Traded Fund Trust | 2,36% | 56 215 SH | 1 de octubre de 2026 | Diario |
| CVSM · Elevation Series Trust | 2,01% | 13 697 NS | 31 de julio de 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 1,92% | 12 803 NS | 31 de julio de 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 1,85% | 70 749 NS | 31 de julio de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,59% | 80 788 NS | 31 de julio de 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 1,53% | 140 039 NS | 31 de julio de 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,41% | 21 587 NS | 31 de julio de 2026 | N-PORT |
| CCSO · Tidal Trust II | 1,07% | 3 526 NS | 31 de julio de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,99% | 76 NS | 31 de julio de 2026 | N-PORT |
| ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,75% | 11 793 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,74% | 69 163 SH | 19 de agosto de 2026 | Diario |
| GSY · Invesco Actively Managed Exchange-T… | 0,53% | 20 000 000 | 1 de octubre de 2026 | Diario |
| RCGE · EA Series Trust | 0,51% | 3 704 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,43% | 449 757 NS | 31 de julio de 2026 | N-PORT |
| FVAL · FIDELITY COVINGTON TRUST | 0,42% | 40 409 NS | 31 de julio de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,42% | 9 909 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,40% | 11 916 SH | 19 de agosto de 2026 | Diario |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,40% | 18 519 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,37% | 40 049 SH | 1 de octubre de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,35% | 130 160 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,32% | 8 912 NS | 31 de julio de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,30% | 43 188 SH | 1 de octubre de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 9 570 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,27% | 1 172 551 SH | 19 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,27% | 12 552 NS | 31 de julio de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 7 982 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 1 182 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 34 182 NS | 31 de julio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,22% | 11 675 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,21% | 45 447 SH | 11 de septiembre de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 36 518 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,18% | 105 581 NS | 31 de julio de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,17% | 97 530 SH | 19 de agosto de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 9 963 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,16% | 26 410 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,15% | 1 847 181 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,14% | 42 509 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 924 162 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,13% | 141 363 NS | 31 de julio de 2026 | N-PORT |
| IYJ · iShares Trust | 0,13% | 18 948 SH | 11 de septiembre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,12% | 2 873 NS | 31 de julio de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,12% | 150 000 | 1 de octubre de 2026 | Diario |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5 198 000 | 1 de octubre de 2026 | Diario |
| TILT · FlexShares Trust | 0,11% | 16 748 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 119 404 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,10% | 5 115 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,08% | 34 199 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 327 214 SH | 11 de septiembre de 2026 | Diario |
| DIVB · iShares Trust | 0,07% | 11 576 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,06% | 2 540 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,06% | 68 327 NS | 31 de julio de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,06% | 454 947 SH | 19 de agosto de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 4 897 SH | 1 de octubre de 2026 | Diario |
| DGRO · iShares Trust | 0,06% | 192 426 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,05% | 176 522 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 42 658 SH | 1 de octubre de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 318 104 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,04% | 10 185 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 2 751 SH | 1 de octubre de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 48 101 SH | 19 de agosto de 2026 | Diario |
| VEGN · ETF Series Solutions | 0,04% | 471 NS | 31 de julio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,03% | 2 293 SH | 1 de octubre de 2026 | Diario |
| IUSV · iShares Trust | 0,03% | 71 122 SH | 11 de septiembre de 2026 | Diario |
| DSI · iShares Trust | 0,03% | 12 447 SH | 10 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,03% | 178 382 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,02% | 20 020 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 2 556 041 SH | 19 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 1 097 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 174 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 6 705 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 18 003 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,02% | 25 085 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 687 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 3 515 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 55 023 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 107 596 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 21 879 SH | 10 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 68 023 SH | 19 de agosto de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 3 178 SH | 1 de octubre de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,15% | -27 421 NS | 31 de julio de 2026 | N-PORT |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 14 de julio de 2026 | Diario |
| IJH · iShares Trust | · | 2 825 678 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 411 230 SH | 31 de agosto de 2026 | Diario |
| IFRA · iShares Trust | · | 126 084 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 11 000 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 3 515 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 17 313 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 38 910 SH | 11 de septiembre de 2026 | Diario |
OC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
15 analistas · 2026-10-01Objetivo medio $172.20 +45,5%
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 |
|---|---|---|---|---|---|---|
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| CSL | $13.11B | 18.7 | 0.33% | 14.8% | 37.8% | · |
| MAIR | · | · | · | · | · | · |
| LII | · | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| MOD | · | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
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