POWL Powell Industries, Inc. - Common Stock
Acerca de Powell Industries, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
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Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
The company is led by Brett Alan Cope, who is the Chairman, President and Chief Executive Officer.
Powell Industries Inc. reported annual revenue for 2022 of US$532,580,000, up from US$470,560,000 the year previous.
Products include Power Control Rooms, E-Houses, ANSI/IEC switchgear, MV and LV motor Control, LV switchgear, Bus Duct, Utility Transfer Switches, DC switchgear, bus duct, field services, and Power Management and Control Systems.
Markets served by Powell include Oil and Gas Refining, Offshore Oil and Gas Production, Petrochemical, Pipelines, Terminals, Pulp and Paper, Mining, Traction Power, Renewable Energy, and Utilities.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
POWL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
POWL Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 20 de mayo de 2026 | $0,0900 |
| 18 de febrero de 2026 | $0,0900 |
| 19 de noviembre de 2025 | $0,0893 |
| 20 de agosto de 2025 | $0,0893 |
| 21 de mayo de 2025 | $0,0893 |
| 19 de febrero de 2025 | $0,0893 |
| 20 de noviembre de 2024 | $0,0883 |
| 14 de agosto de 2024 | $0,0883 |
| 14 de mayo de 2024 | $0,0883 |
| 13 de febrero de 2024 | $0,0883 |
| 14 de noviembre de 2023 | $0,0877 |
| 15 de agosto de 2023 | $0,0877 |
| 16 de mayo de 2023 | $0,0877 |
| 14 de febrero de 2023 | $0,0877 |
| 15 de noviembre de 2022 | $0,0867 |
| 16 de agosto de 2022 | $0,0867 |
| 17 de mayo de 2022 | $0,0867 |
| 15 de febrero de 2022 | $0,0867 |
| 16 de noviembre de 2021 | $0,0867 |
| 17 de agosto de 2021 | $0,0867 |
POWL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 16,7%
- Compra 7 58,3%
- Mantener 3 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.42 | $1.50 | -0.08% |
| 31 de marzo de 2026 | $1.25 | $1.39 | -0.14% |
| 31 de diciembre de 2025 | $1.14 | $0.99 | 0.15% |
| 30 de septiembre de 2025 | $1.41 | $1.29 | 0.12% |
| 30 de junio de 2025 | $1.32 | $1.28 | 0.04% |
| 31 de marzo de 2025 | $1.27 | $1.17 | 0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| NXT | — | 31.4 | 20.3% | 16.5% | 27.1% | 32.6% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Cost of Revenue | $780M | $739M | $552M | $448M | $395M | $424M | $430M | $383M | $345M | $459M | · | · | |
| Gross Profit | $324M | $273M | $148M | $85M | $75M | $95M | $87M | $65M | $51M | $106M | $108M | $125M | |
| R&D Expense | $11M | $9M | $6M | $7M | $7M | $6M | $6M | $7M | $7M | $7M | $7M | $8M | |
| SG&A Expense | $95M | $85M | $79M | $71M | $67M | $68M | $70M | $67M | $62M | $75M | $77M | $88M | |
| Operating Income | $218M | $179M | $63M | $7M | $1M | $19M | $11M | $-9M | $-19M | $16M | $21M | $29M | |
| Interest Expense | · | · | · | · | $204.0K | $228.0K | $230.0K | $207.0K | $168.0K | $149.0K | $145.0K | $178.0K | |
| Interest Income | · | · | $6M | $334.0K | $73.0K | $753.0K | $1M | $883.0K | $558.0K | $156.0K | $86.0K | $13.0K | |
| Other Non-op | · | $0 | $0 | $2M | $0 | $506.0K | $0 | $747.0K | $2M | $2M | $2M | $2M | |
| Pretax Income | $234M | $196M | $69M | $10M | $1M | $20M | $12M | $-8M | $-17M | $18M | $23M | $31M | |
| Income Tax | $53M | $46M | $14M | $-4M | $461.0K | $4M | $2M | $-547.0K | $-7M | $2M | $14M | $11M | |
| Net Income | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| EPS (Basic) | $14.98 | $12.51 | $4.59 | $1.16 | $0.05 | $1.43 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.80 | $2.43 | |
| EPS (Diluted) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 | $1.42 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.79 | $2.42 | |
| Shares (Basic) | 12,062,000 | 11,982,000 | 11,879,000 | 11,797,000 | 11,705,000 | 11,624,000 | 11,571,000 | 11,507,000 | 11,453,000 | 11,400,000 | 11,869,000 | 12,003,000 | |
| Shares (Diluted) | 12,167,000 | 12,188,000 | 12,120,000 | 11,943,000 | 11,789,000 | 11,693,000 | 11,634,000 | 11,507,000 | 11,453,000 | 11,431,000 | 11,908,000 | 12,058,000 | |
| EBITDA | $225M | $179M | $71M | $17M | $11M | $30M | $23M | $-9M | $-19M | $16M | $21M | $29M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $451M | $315M | $246M | $102M | $114M | $160M | $119M | $37M | $68M | $98M | $44M | $103M | |
| Short-term Investments | $25M | $43M | $33M | $15M | $20M | $19M | $6M | $13M | $27M | $0 | · | · | |
| Receivables | $217M | $214M | $207M | $106M | $78M | $70M | $112M | $93M | $54M | $101M | $102M | $107M | |
| Inventory | $85M | $86M | $64M | $50M | $30M | $29M | $29M | $21M | $18M | $27M | $33M | $33M | |
| Prepaid Expense | $11M | $7M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $6M | |
| Other Current Assets | $7M | $7M | $6M | $4M | $2M | $2M | $3M | $630.0K | $463.0K | $2M | $4M | $4M | |
| Current Assets | $932M | $776M | $622M | $370M | $302M | $336M | $329M | $277M | $250M | $304M | $297M | $357M | |
| PP&E (Net) | $111M | $103M | $98M | $99M | $109M | $114M | $121M | $129M | $139M | $145M | $155M | $157M | |
| PP&E (Gross) | $263M | $252M | $243M | $235M | $248M | $258M | $256M | $254M | $256M | $250M | $248M | $245M | |
| Accum. Depreciation | $152M | $149M | $146M | $137M | $138M | $144M | $135M | $125M | $117M | $105M | $94M | $88M | |
| Goodwill | $6M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | |
| Intangibles | $6M | $500.0K | · | · | · | · | · | · | · | · | $1M | $2M | |
| Other Non-current Assets | $19M | $18M | $13M | $12M | $15M | $12M | $12M | $11M | $14M | $11M | $10M | $8M | |
| Total Assets | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Accounts Payable | $67M | $74M | $57M | $63M | $45M | $35M | $51M | $41M | $33M | $35M | $48M | $70M | |
| Current Liabilities | $446M | $428M | $396M | $186M | $121M | $153M | $158M | $118M | $86M | $118M | $125M | $158M | |
| Capital Leases | $782.0K | $621.0K | $663.0K | $545.0K | $2M | $3M | · | · | · | · | · | · | |
| Deferred Tax | $5M | $3M | $0 | · | · | · | · | · | $0 | $138.0K | · | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $1M | $1M | $723.0K | $655.0K | |
| Total Liabilities | $468M | $445M | $407M | $196M | $135M | $166M | $168M | $128M | $94M | $127M | $136M | $170M | |
| Long-term Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | $3M | $3M | |
| Total Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | · | · | |
| Retained Earnings | $630M | $462M | $325M | $284M | $283M | $294M | $289M | $292M | $311M | $332M | $328M | $331M | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $21M | · | |
| AOCI | $-27M | $-24M | $-27M | $-29M | $-20M | $-25M | $-25M | $-22M | $-19M | $-24M | $-22M | $-7M | |
| Stockholders' Equity | $641M | $483M | $345M | $297M | $301M | $307M | $299M | $302M | $321M | $335M | $333M | $371M | |
| Liabilities + Equity | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Shares Outstanding | 36,210,534 | 38,386,000 | 12,668,000 | 12,588,000 | 12,498,000 | 12,422,000 | 12,373,000 | 12,281,000 | 12,234,000 | 12,199,000 | 12,100,000 | 12,031,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $9M | $9M | $10M | $11M | $12M | $13M | $13M | · | · | · | |
| Stock-based Comp | $5M | $5M | $5M | $4M | $3M | $3M | $4M | $3M | $3M | $5M | $3M | $3M | |
| Deferred Tax | $-5M | $-7M | $-8M | $-5M | $-995.0K | $1M | $820.0K | $-2M | $100.0K | $2M | $11M | $-3M | |
| Amort. of Intangibles | $112.0K | $0 | $0 | $0 | $157.0K | $177.0K | $177.0K | $205.0K | $400.0K | $352.0K | $435.0K | $779.0K | |
| Restructuring | · | · | · | $0 | $0 | $1M | $11.0K | $787.0K | $1M | $8M | $3M | · | |
| Other Non-cash | $-20M | · | $123M | $-26M | $-43M | $40M | $42M | · | · | · | · | · | |
| Operating Cash Flow | $168M | $109M | $183M | $-4M | $-30M | $72M | $69M | $-29M | $37M | $75M | $13M | $9M | |
| CapEx | $13M | $12M | $8M | $2M | $3M | $5M | $4M | $4M | $4M | $3M | $35M | $16M | |
| Investing Cash Flow | $-8M | $-22M | $-27M | $6M | $-2M | $-18M | $3M | $10M | $-30M | $-3M | · | $-2M | |
| Net Debt Issued | · | $0 | $0 | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $0 | $4M | $21M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | $0 | $-4M | $-21M | · | |
| Dividends Paid | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Financing Cash Flow | $-25M | $-19M | $-13M | $-13M | $-13M | $-13M | $-14M | $-13M | $-13M | $-17M | · | $-13M | |
| Taxes Paid | $56M | $51M | $17M | $533.0K | $2M | $2M | $-5M | $354.0K | $-764.0K | $-352.0K | $2M | $19M | |
| Free Cash Flow | $155M | $97M | $175M | $-6M | $-33M | $67M | $65M | $-33M | $33M | $72M | $-22M | $-7M | |
| Levered FCF | · | · | · | · | $-33M | $67M | $64M | $-33M | $33M | $72M | $-22M | $-7M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% | 18.2% | 16.8% | 14.6% | 12.8% | 18.8% | 16.4% | 19.4% | |
| Operating Margin | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% | 3.7% | 2.2% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| Net Margin | 16.4% | 14.8% | 7.8% | 2.6% | 0.13% | 3.2% | 1.9% | -1.6% | -2.4% | 2.7% | 1.4% | 4.5% | |
| Pretax Margin | 21.1% | 19.4% | 9.9% | 1.8% | 0.23% | 3.9% | 2.4% | -1.7% | -4.3% | 3.1% | 3.5% | 4.7% | |
| EBITDA Margin | 20.4% | 17.7% | 10.2% | 3.1% | 2.4% | 5.7% | 4.5% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| ROA | 17.7% | 17.8% | 8.8% | 3.0% | 0.14% | 3.5% | 2.2% | -1.7% | -2.2% | 3.3% | 1.9% | 5.5% | |
| ROE | 30.6% | 32.6% | 16.3% | 4.6% | 0.21% | 5.5% | 3.3% | -2.4% | -2.9% | 4.6% | 2.7% | 8.1% | |
| ROIC | 26.3% | 28.3% | 14.3% | 3.4% | 0.20% | 5.1% | 3.1% | -2.8% | -3.4% | 4.1% | 2.5% | 5.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 | 2.2 | 2.1 | 2.3 | 2.9 | 2.6 | 2.4 | 2.3 | |
| Quick Ratio | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 | 1.6 | 1.5 | 1.2 | 1.7 | 1.7 | 1.2 | 1.3 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | 5.0 | 83.6 | 49.8 | -44.1 | -115.1 | 105.8 | 142.4 | 164.8 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.2 | 1.1 | 1.1 | 1.0 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.3 | 1.2 | |
| Inventory Turnover | 9.1 | 9.9 | 9.7 | 11.2 | 13.5 | 14.6 | 17.0 | 19.3 | · | · | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.5 | 5.8 | 6.3 | 5.7 | 5.1 | 6.1 | 5.1 | 5.6 | 6.3 | 5.9 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.1% | 44.8% | 31.3% | 13.2% | -9.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 29.1% | 10.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.9% | 173.1% | 291.3% | 2200.0% | -96.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 134.7% | 526.4% | 46.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 59.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.6% | 174.8% | 296.9% | 2077.0% | -96.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 136.1% | 519.3% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 61.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Net Income TTM | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| Market Cap | $3.68B | $2.66B | $1.05B | $265M | $307M | $300M | $484M | $445M | $367M | $489M | $364M | $492M | |
| Enterprise Value | · | · | · | $149M | $173M | $122M | $361M | $397M | $274M | $393M | · | · | |
| P/E | 20.5 | 18.1 | 18.4 | 18.3 | 491.4 | 17.0 | 46.1 | -58.5 | -36.1 | 29.4 | 38.1 | 16.9 | |
| P/S | 3.3 | 2.6 | 1.5 | 0.5 | 0.7 | 0.6 | 0.9 | 1.0 | 0.9 | 0.9 | 0.6 | 0.8 | |
| P/B | 5.7 | 5.5 | 3.0 | 0.9 | 1.0 | 1.0 | 1.6 | 1.5 | 1.1 | 1.5 | 1.1 | 1.3 | |
| P / Tangible Book | 5.9 | 5.5 | 3.1 | 0.9 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 21.9 | 24.5 | 5.8 | -74.1 | -10.1 | 4.1 | 7.0 | -15.6 | 10.0 | 6.5 | 28.2 | 53.9 | |
| P / FCF | 23.8 | 27.5 | 6.0 | -44.0 | -9.2 | 4.5 | 7.5 | -13.5 | 11.1 | 6.8 | -16.7 | -66.7 | |
| EV / EBITDA | · | · | · | 9.0 | 15.3 | 4.1 | 15.4 | -43.5 | -14.2 | 25.0 | · | · | |
| EV / FCF | · | · | · | -24.7 | -5.2 | 1.8 | 5.6 | -12.0 | 8.2 | 5.5 | · | · | |
| EV / Revenue | · | · | · | 0.3 | 0.4 | 0.2 | 0.7 | 0.9 | 0.7 | 0.7 | · | · | |
| Dividend Yield | 0.35% | 0.48% | 1.2% | 4.6% | 4.0% | 4.0% | 2.5% | 2.7% | 3.2% | 2.4% | 3.4% | 2.4% | |
| Earnings Yield | 4.9% | 5.5% | 5.4% | 5.5% | 0.20% | 5.9% | 2.2% | -1.7% | -2.8% | 3.4% | 2.6% | 5.9% | |
| Payout Ratio | 7.1% | 8.4% | 22.8% | 89.0% | 1924.2% | 72.4% | 121.3% | -166.6% | -125.2% | 76.4% | 130.9% | 41.1% | |
| Annual Payout | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M |
Estado de resultados 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $312M | $297M | $251M | $298M | $286M | $279M | $241M | $275M | $288M | $255M | $194M | $209M | $192M | $171M | $127M | $163M | |
| Cost of Revenue | $216M | $209M | $180M | $204M | $198M | $195M | $182M | $195M | $206M | $192M | $146M | $157M | $150M | $138M | $107M | $129M | |
| Gross Profit | $95M | $88M | $71M | $94M | $88M | $83M | $60M | $80M | $82M | $63M | $48M | $52M | $43M | $33M | $19M | $33M | |
| R&D Expense | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | |
| SG&A Expense | $27M | $26M | $25M | $27M | $25M | $22M | $21M | $22M | $22M | $21M | $20M | $20M | $20M | $22M | $17M | $21M | |
| Operating Income | $64M | $58M | $43M | $63M | $60M | $59M | $36M | $56M | $57M | $39M | $26M | $30M | $22M | $10M | $1M | $10M | |
| Pretax Income | $69M | $62M | $47M | $68M | $64M | $62M | $39M | $60M | $62M | $44M | $30M | $33M | $24M | $11M | $2M | $11M | |
| Income Tax | $17M | $16M | $6M | $16M | $16M | $16M | $5M | $14M | $16M | $10M | $6M | $6M | $5M | $2M | $451.0K | $2M | |
| Net Income | $52M | $46M | $41M | $51M | $48M | $46M | $35M | $46M | $46M | $33M | $24M | $26M | $18M | $8M | $1M | $9M | |
| EPS (Basic) | $1.43 | $1.26 | $3.42 | $4.26 | $1.33 | $1.28 | $2.89 | $3.84 | $3.85 | $2.79 | $2.02 | $2.23 | $1.55 | $0.71 | $0.10 | $0.73 | |
| EPS (Diluted) | $1.42 | $1.25 | $3.40 | $4.22 | $1.32 | $1.27 | $2.86 | $3.77 | $3.79 | $2.75 | $1.98 | $2.18 | $1.52 | $0.70 | $0.10 | $0.73 | |
| Shares (Basic) | 36,432,000 | 36,429,000 | 12,109,000 | -24,115,000 | 36,212,000 | 36,206,000 | 12,037,000 | -23,949,000 | 11,998,000 | 11,992,000 | 11,941,000 | -23,747,000 | 11,889,000 | 11,878,000 | 11,859,000 | -23,579,000 | |
| Shares (Diluted) | 36,604,000 | 36,584,000 | 12,163,000 | -24,334,000 | 36,525,000 | 36,523,000 | 12,152,000 | -24,382,000 | 12,205,000 | 12,191,000 | 12,174,000 | -24,246,000 | 12,140,000 | 12,149,000 | 12,077,000 | -23,524,000 | |
| EBITDA | $64M | $58M | $45M | · | $60M | $59M | $36M | · | $57M | $39M | $26M | · | $22M | $10M | $1M | · |
Balance general 26
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $634M | $538M | $491M | $451M | $398M | $360M | $326M | $315M | $332M | $323M | $321M | · | $183M | $152M | $100M | · | |
| Short-term Investments | $0 | $7M | $10M | $25M | $35M | $30M | $48M | $43M | $42M | $42M | $34M | · | $26M | $11M | $11M | · | |
| Receivables | $362M | $238M | $190M | $217M | $212M | $203M | $193M | $214M | $173M | $184M | $169M | · | $205M | $170M | $151M | · | |
| Inventory | $95M | $86M | $85M | $85M | $89M | $89M | $88M | $86M | $85M | $82M | $70M | · | $66M | $59M | $55M | · | |
| Prepaid Expense | $13M | $13M | $15M | $11M | $7M | $5M | $8M | $7M | $5M | $3M | $5M | · | $5M | $3M | $5M | · | |
| Other Current Assets | $11M | $13M | $8M | $7M | $7M | $9M | $7M | $7M | $7M | $7M | $7M | · | $6M | $5M | $3M | · | |
| Current Assets | $1.23B | $1.01B | $920M | $932M | $880M | $811M | $762M | $776M | $736M | $717M | $675M | · | $547M | $463M | $389M | · | |
| PP&E (Net) | $119M | $112M | $112M | $111M | $109M | $105M | $102M | $103M | $96M | $97M | $98M | · | $97M | $98M | $99M | · | |
| PP&E (Gross) | $276M | $267M | $266M | $263M | $263M | $256M | $251M | $252M | $247M | $246M | $246M | · | · | · | · | · | |
| Accum. Depreciation | $157M | $156M | $154M | $152M | $153M | $150M | $149M | $149M | $150M | $149M | $148M | · | · | · | · | · | |
| Goodwill | $6M | $6M | $6M | $6M | · | · | · | $1M | · | · | · | $1M | $1M | · | · | · | |
| Intangibles | $5M | $6M | $6M | $6M | · | · | · | $500.0K | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $21M | $20M | $19M | $19M | $19M | $17M | $18M | $18M | $17M | $17M | $15M | · | $13M | $12M | $12M | · | |
| Total Assets | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Accounts Payable | $87M | $75M | $48M | $67M | $66M | $75M | $65M | $74M | $80M | $80M | $50M | · | $63M | $51M | $39M | · | |
| Current Liabilities | $625M | $447M | $402M | $446M | $427M | $405M | $397M | $428M | $418M | $442M | $428M | · | $335M | $270M | $204M | · | |
| Capital Leases | $2M | $1M | $662.0K | $782.0K | $614.0K | $761.0K | $735.0K | $621.0K | $427.0K | $516.0K | $573.0K | · | $741.0K | $731.0K | $713.0K | · | |
| Deferred Tax | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | |
| Total Liabilities | $651M | $471M | $425M | $468M | $447M | $424M | $416M | $445M | $432M | $456M | $442M | · | $347M | $281M | $215M | · | |
| Retained Earnings | $759M | $711M | $668M | $630M | $582M | $537M | $494M | $462M | $419M | $376M | $346M | · | $302M | $287M | $281M | · | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | · | $25M | $25M | $25M | · | |
| AOCI | $-31M | $-28M | $-25M | $-27M | $-24M | $-31M | $-32M | $-24M | $-27M | $-26M | $-24M | · | $-24M | $-26M | $-27M | · | |
| Stockholders' Equity | $756M | $709M | $669M | $641M | $595M | $541M | $496M | $483M | $437M | $394M | $366M | $345M | $324M | $306M | $298M | $297M | |
| Liabilities + Equity | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Shares Outstanding | 36,432,564 | 36,431,499 | 12,140,483 | 12,070,178 | 12,068,548 | 12,068,223 | 12,064,723 | 11,989,238 | 11,987,838 | 11,987,838 | 11,959,918 | 12,668,000 | 12,667,000 | 12,667,000 | 12,641,000 | 12,588,000 |
Flujo de Efectivo 12
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $1M | $1M | $2M | $960.0K | $1M | $1M | $2M | $927.0K | $957.0K | $1M | $2M | $685.0K | $958.0K | $2M | $1M | $2M | |
| Deferred Tax | $4M | $4M | $4M | $-2M | $-2M | $-1M | $13.0K | $-7M | $-107.0K | $124.0K | $-165.0K | $-5M | $-768.0K | $-888.0K | $-895.0K | $687.0K | |
| Amort. of Intangibles | $221.0K | $223.0K | $222.0K | $112.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $-5M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $100M | $51M | $44M | $61M | $47M | $22M | $37M | $-6M | $14M | $17M | $84M | $77M | $50M | $56M | $-549.0K | $24M | |
| CapEx | $7M | $2M | $2M | $2M | $5M | $4M | $2M | $8M | $1M | $903.0K | $1M | $4M | $650.0K | $630.0K | $3M | $686.0K | |
| Investing Cash Flow | $521.0K | $1M | $13M | $-4M | $-9M | $14M | $-9M | $-9M | $-2M | $-10M | $-1M | $-11M | $-16M | $-629.0K | $975.0K | $6M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-3M | $-4M | $-17M | $-3M | $-3M | $-3M | $-15M | $-3M | $-3M | $-5M | $-8M | $-3M | $-3M | $-3M | $-3M | $-3M | |
| Free Cash Flow | · | · | $42M | · | · | · | $35M | · | · | · | $83M | · | · | · | $-3M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.6% | 29.6% | 28.4% | · | 30.7% | 29.9% | 24.6% | · | 28.4% | 24.6% | 24.8% | · | 22.2% | 19.5% | 15.3% | · | |
| Operating Margin | 20.5% | 19.4% | 17.0% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| Net Margin | 16.7% | 15.5% | 16.5% | · | 16.9% | 16.6% | 14.4% | · | 16.0% | 13.1% | 12.4% | · | 9.6% | 4.9% | 0.92% | · | |
| Pretax Margin | 22.2% | 20.8% | 18.7% | · | 22.4% | 22.4% | 16.3% | · | 21.4% | 17.2% | 15.4% | · | 12.3% | 6.4% | 1.3% | · | |
| EBITDA Margin | 20.5% | 19.4% | 17.9% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| ROA | 4.3% | 4.3% | 4.1% | · | 5.1% | 5.1% | 4.0% | · | 6.0% | 4.7% | 3.6% | · | 3.3% | 1.7% | 0.25% | · | |
| ROE | 7.7% | 7.3% | 7.1% | · | 9.3% | 9.9% | 8.1% | · | 12.2% | 9.6% | 7.2% | · | 5.9% | 2.8% | 0.39% | · | |
| ROIC | 6.4% | 6.0% | 5.6% | · | 7.6% | 8.1% | 6.3% | · | 9.8% | 7.6% | 5.7% | · | 5.2% | 2.5% | 0.26% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.3 | 2.3 | · | 2.1 | 2.0 | 1.9 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.9 | · | |
| Quick Ratio | 1.6 | 1.8 | 1.7 | · | 1.5 | 1.5 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 2.4 | 2.4 | 2.1 | · | 2.3 | 2.3 | 2.3 | · | 2.7 | 2.7 | 2.3 | · | 2.6 | 2.7 | 2.4 | · | |
| Receivables Turnover | 1.1 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.2 | · | 1.3 | 1.3 | 1.1 | · |
Valoración (TTM) 11
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.15B | $1.11B | $1.06B | · | $1.09B | $1.06B | $979M | · | $930M | $813M | $685M | · | $626M | $562M | $497M | · | |
| Net Income TTM | $191M | $187M | $187M | · | $175M | $173M | $161M | · | $130M | $102M | $77M | · | $37M | $27M | $18M | · | |
| Market Cap | $10.43B | $6.57B | $3.87B | · | $2.54B | $2.06B | $2.67B | · | $1.72B | $1.71B | $1.06B | · | $767M | $539M | $445M | · | |
| P/E | 27.8 | 14.1 | 20.7 | · | 14.6 | 12.0 | 16.8 | · | 13.4 | 16.9 | 13.9 | · | 19.9 | 18.6 | 23.6 | · | |
| P/S | 9.1 | 5.9 | 3.7 | · | 2.3 | 1.9 | 2.7 | · | 1.8 | 2.1 | 1.5 | · | 1.2 | 1.0 | 0.9 | · | |
| P/B | 13.8 | 9.3 | 5.8 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Tangible Book | 14.0 | 9.4 | 5.9 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Cash Flow | · | · | 88.7 | · | · | · | 72.1 | · | · | · | 12.6 | · | · | · | -810.0 | · | |
| P / FCF | · | · | 93.0 | · | · | · | 76.7 | · | · | · | 12.8 | · | · | · | -135.8 | · | |
| Earnings Yield | 3.6% | 7.1% | 4.8% | · | 6.8% | 8.3% | 5.9% | · | 7.4% | 5.9% | 7.2% | · | 5.0% | 5.4% | 4.2% | · | |
| Payout Ratio | · | · | 7.8% | · | · | · | 9.2% | · | · | · | 13.0% | · | · | · | 264.5% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $1.10B | $1.01B | $699M | $533M | $471M |
| Margen Bruto % | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% |
| Margen Operativo % | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% |
| Beneficio neto | $181M | $150M | $55M | $14M | $631.0K |
| EPS Diluido | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 |
Balance general
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | — | 0.0 | 0.0 |
| Ratio corriente | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 |
| Ratio Rápido | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $155M | $97M | $175M | $-6M | $-33M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
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Propietarios institucionales (13F) 628 declarantes · $5.9B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 156 (+43 vs trimestre anterior) | 39 (0 vs trimestre anterior) | 396 (+238 vs trimestre anterior) | 33 (-143 vs trimestre anterior) | +13.2M |
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 | $446 062 972 | 1 557 700 | 7,57% | Acciones |
| FIRST TRUST ADVISORS LP | $408 630 279 | 1 426 981 | 6,93% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $367 137 002 | 1 282 082 | 6,23% | Acciones |
| Carnick & Kubik Group, LLC | $277 281 740 | 1 627 909 | 4,71% | Acciones |
| STATE STREET CORP | $273 757 010 | 955 989 | 4,65% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $264 312 863 | 923 009 | 4,49% | Acciones |
| Fisher Asset Management, LLC | $209 506 420 | 731 619 | 3,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $170 503 338 | 595 284 | 2,89% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $126 415 340 | 441 456 | 2,15% | Acciones |
| Jain Global LLC | $109 160 432 | 381 200 | 1,85% | Opción de venta |
| JANUS HENDERSON GROUP PLC | $107 642 222 | 199 090 | 1,83% | Acciones |
| JANE STREET GROUP, LLC | $106 869 552 | 373 200 | 1,81% | Opción de compra |
| CITADEL ADVISORS LLC | $90 174 764 | 314 900 | 1,53% | Opción de compra |
| JANE STREET GROUP, LLC | $85 021 143 | 296 903 | 1,44% | Acciones |
| Capital World Investors | $84 540 631 | 295 225 | 1,43% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83 523 480 | 291 673 | 1,42% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $75 572 695 | 263 908 | 1,28% | Acciones |
| TCW GROUP INC | $72 343 986 | 252 633 | 1,23% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $70 733 906 | 247 010 | 1,20% | Acciones |
| JANE STREET GROUP, LLC | $69 470 936 | 242 600 | 1,18% | Opción de venta |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63 959 079 | 223 352 | 1,09% | Acciones |
| Walleye Trading LLC | $59 333 792 | 207 200 | 1,01% | Opción de compra |
| GOLDMAN SACHS GROUP INC | $58 450 658 | 204 116 | 0,99% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $56 906 605 | 198 724 | 0,97% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $56 815 256 | 198 405 | 0,96% | Acciones |
| Baird Financial Group, Inc. | $56 313 467 | 196 652 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $52 828 266 | 184 482 | 0,90% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $51 407 634 | 179 521 | 0,87% | Acciones |
| PEAK6 LLC | $48 967 560 | 171 000 | 0,83% | Opción de compra |
| Encompass Capital Advisors LLC | $45 502 318 | 158 899 | 0,77% | Acciones |
| Jain Global LLC | $42 352 644 | 147 900 | 0,72% | Opción de compra |
| Portolan Capital Management, LLC | $41 702 893 | 145 631 | 0,71% | Acciones |
| AMERIPRISE FINANCIAL INC | $38 562 575 | 134 662 | 0,65% | Acciones |
| Stephens Investment Management Group LLC | $37 526 333 | 131 046 | 0,64% | Acciones |
| Vision One Management Partners, LP | $37 242 263 | 130 054 | 0,63% | Acciones |
| ENGINE NO. 1 LLC | $36 272 390 | 119 000 | 0,62% | Acciones |
| D. E. Shaw & Co., Inc. | $34 993 192 | 122 200 | 0,59% | Opción de compra |
| Munro Partners | $34 220 593 | 119 502 | 0,58% | Acciones |
| CITADEL ADVISORS LLC | $34 019 568 | 118 800 | 0,58% | Opción de venta |
| RPG Investment Advisory, LLC | $33 172 801 | 115 843 | 0,56% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $32 645 613 | 114 002 | 0,55% | Acciones |
| Public Sector Pension Investment Board | $31 733 556 | 110 817 | 0,54% | Acciones |
| Squarepoint Ops LLC | $31 547 136 | 110 166 | 0,54% | Acciones |
| LPL Financial LLC | $30 294 546 | 105 792 | 0,51% | Acciones |
| Allspring Global Investments Holdings, LLC | $30 105 577 | 113 666 | 0,51% | Acciones |
| Hodges Capital Management Inc. | $27 618 563 | 96 447 | 0,47% | Acciones |
| WINTON GROUP Ltd | $26 443 628 | 92 344 | 0,45% | Acciones |
| TEMA ETFS LLC | $24 335 028 | 76 338 | 0,41% | Acciones |
| Driehaus Capital Management LLC | $23 677 963 | 82 686 | 0,40% | Acciones |
| ROYCE & ASSOCIATES LP | $22 549 991 | 78 747 | 0,38% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $22 168 273 | 77 414 | 0,38% | Acciones |
| Venture Visionary Partners LLC | $22 120 467 | 77 247 | 0,38% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $21 528 259 | 75 179 | 0,37% | Acciones |
| JENNISON ASSOCIATES LLC | $21 358 735 | 74 587 | 0,36% | Acciones |
| Aperture Investors, LLC | $21 275 116 | 74 295 | 0,36% | Acciones |
| LOOMIS SAYLES & CO L P | $21 129 645 | 73 787 | 0,36% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $20 146 952 | 70 355 | 0,34% | Acciones |
| Stratos Wealth Partners, LTD. | $19 469 741 | 67 990 | 0,33% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $18 274 350 | 63 816 | 0,31% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $18 042 398 | 63 006 | 0,31% | Acciones |
| Swiss National Bank | $16 740 606 | 58 460 | 0,28% | Acciones |
| Nicholas Investment Partners, LP | $16 736 024 | 58 444 | 0,28% | Acciones |
| RHUMBLINE ADVISERS | $16 596 511 | 57 957 | 0,28% | Acciones |
| Carnegie Investment Counsel | $14 848 478 | 51 852 | 0,25% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $14 650 282 | 27 076 | 0,25% | Acciones |
| ASSETMARK, INC | $14 422 590 | 50 365 | 0,24% | Acciones |
| Private Advisory Group LLC | $13 801 979 | 48 198 | 0,23% | Acciones |
| DANSKE BANK A/S | $13 558 860 | 47 349 | 0,23% | Acciones |
| Legal & General Group Plc | $13 252 741 | 46 280 | 0,22% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $12 428 883 | 43 403 | 0,21% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $12 157 741 | 42 456 | 0,21% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $11 324 965 | 39 548 | 0,19% | Acciones |
| GKV Capital Management Co., Inc. | $11 164 890 | 38 989 | 0,19% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $10 917 759 | 38 126 | 0,19% | Acciones |
| BlackRock, Inc. | $10 717 023 | 37 425 | 0,18% | Acciones |
| UBS Group AG | $10 650 874 | 37 194 | 0,18% | Acciones |
| Quantum Private Wealth, LLC | $10 647 509 | 37 182 | 0,18% | Acciones |
| D. E. Shaw & Co., Inc. | $10 165 780 | 35 500 | 0,17% | Opción de venta |
| MARSHALL WACE, LLP | $10 020 309 | 34 992 | 0,17% | Acciones |
| ALGERT GLOBAL LLC | $9 961 892 | 34 788 | 0,17% | Acciones |
| CI INVESTMENTS INC. | $9 729 940 | 33 978 | 0,17% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $9 525 765 | 33 265 | 0,16% | Acciones |
| GREAT VALLEY ADVISOR GROUP, INC. | $9 450 438 | 33 000 | 0,16% | Acciones |
| Pier Capital, LLC | $9 180 415 | 32 059 | 0,16% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $9 054 703 | 31 620 | 0,15% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8 877 733 | 31 002 | 0,15% | Acciones |
| Rockline Wealth Management, LLC | $8 859 650 | 30 939 | 0,15% | Acciones |
| POLEN CAPITAL MANAGEMENT LLC | $8 356 271 | 29 181 | 0,14% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $8 355 486 | 29 178 | 0,14% | Acciones |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $8 209 368 | 28 668 | 0,14% | Acciones |
| PRUDENTIAL FINANCIAL INC | $7 966 249 | 27 819 | 0,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $7 915 277 | 27 641 | 0,13% | Acciones |
| CIBC WORLD MARKET INC. | $7 755 202 | 27 082 | 0,13% | Acciones |
| NewEdge Advisors, LLC | $7 714 796 | 26 941 | 0,13% | Acciones |
| Vest Financial, LLC | $7 543 009 | 26 341 | 0,13% | Acciones |
| Abacus FCF Advisors LLC | $7 455 955 | 26 037 | 0,13% | Acciones |
| Informed Momentum Co LLC | $7 282 135 | 25 430 | 0,12% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 280 130 | 25 423 | 0,12% | Acciones |
| Liberty Capital Management, Inc. | $7 197 945 | 25 136 | 0,12% | Acciones |
| FORA Capital, LLC | $6 930 661 | 24 206 | 0,12% | Acciones |
Informantes de la empresa 39 insiders · 18 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael Allan Lucas | President & CEO | 1 de octubre de 2015 A | 78 734 | 0 | 0 | $0 |
| Patrick L Mcdonald | President & CEO | 6 de diciembre de 2010 A | 29 528 | 0 | 0 | $0 |
| Don R Madison | Executive Vice President, CFO | 19 de diciembre de 2018 A | 85 821 | 0 | 0 | $0 |
| Neil Dial | COO | 1 de octubre de 2014 F | 3 600 | 0 | 0 | $0 |
| Michael William Metcalf | Exec Vice President | 30 de junio de 2026 S | 78 900 | 0 | 37 | $-3 820 817 |
| Peter G Hoglund | Vice Pres, Global Service | 26 de junio de 2026 F | 5 394 | 0 | 0 | $0 |
| William Marshall Mauney Jr | Vice President, R&D | 11 de mayo de 2026 S | 10 853 | 0 | 8 | $-1 804 406 |
| Ping Ni | Corp Controller | 11 de febrero de 2026 S | 2 023 | 0 | 1 | $-41 300 |
| David L Eckenrode | Assistant Secretary/Treasurer | 10 de febrero de 2026 S | 443 | 0 | 1 | $-168 150 |
| John Birchall | Managing Director | 9 de febrero de 2026 S | 6 567 | 0 | 2 | $-2 178 090 |
| Terry B Mckertcher | Vice President, Operations | 6 de febrero de 2026 S | 4 433 | 0 | 6 | $-2 387 654 |
| Davide Tuninetti | CHIEF HUMAN RESOURCE OFFICER | 3 de febrero de 2026 F | 1 070 | 0 | 0 | $0 |
| Frederick N Mudge | Vice President, Operations | 2 de enero de 2026 F | 29 921 | 0 | 1 | $-1 776 000 |
| Robert B Callahan | Chief Human Resource Officer | 20 de diciembre de 2024 F | 17 100 | 0 | 0 | $0 |
| Milburn E Honeycutt | Vice Pres, Corp Controller | 5 de enero de 2024 F | 27 783 | 0 | 0 | $0 |
| Mark W Reid | Exec Vice President | 12 de diciembre de 2006 A | 0 | 0 | 0 | $0 |
| Robert B Gregory | Corporate Controller | 18 de marzo de 2005 M | 0 | 0 | 0 | $0 |
| M M Gus Zeller | Vice President | 10 de septiembre de 2004 M | 0 | 0 | 0 | $0 |
| Mohit Singh | Consejero | 28 de mayo de 2026 S | 2 730 | 0 | 1 | $-395 834 |
| Katheryn Baucom Curtis | Consejero | 18 de febrero de 2026 A | 5 960 | 0 | 0 | $0 |
| Alaina K Brooks | Consejero | 18 de febrero de 2026 A | 3 760 | 0 | 0 | $0 |
| John Stacey | Consejero | 18 de febrero de 2026 A | 6 160 | 0 | 0 | $0 |
| James W Mcgill | Consejero | 18 de febrero de 2026 A | 10 360 | 0 | 0 | $0 |
| Christopher E Cragg | Consejero | 26 de agosto de 2025 G | 12 410 | 0 | 0 | $0 |
| Mark W. Smith | Consejero | 1 de agosto de 2025 A | 230 | 0 | 0 | $0 |
| John David White | Consejero | 24 de mayo de 2023 S | 19 700 | 0 | 0 | $0 |
| Perry L Elders | Consejero | 16 de febrero de 2022 A | 11 200 | 0 | 0 | $0 |
| Bonnie V Hancock | Consejero | 20 de febrero de 2019 A | 1 000 | 0 | 0 | $0 |
| William N. Clelland | Consejero | 22 de febrero de 2017 A | 32 000 | 0 | 0 | $0 |
| Scott E Rozzell | Consejero | 22 de febrero de 2017 A | 13 500 | 0 | 0 | $0 |
| Stephen W Seale JR | Consejero | 22 de febrero de 2017 A | 9 117 | 0 | 0 | $0 |
| Eugene L Butler | Consejero | 22 de febrero de 2017 A | 24 000 | 0 | 0 | $0 |
| Joseph L Becherer | Consejero | 16 de septiembre de 2015 P | 23 191 | 0 | 0 | $0 |
| Robert C Tranchon | Consejero | 25 de febrero de 2015 A | 12 600 | 0 | 0 | $0 |
| James F Clark | Consejero | 3 de enero de 2013 S | 16 500 | 0 | 0 | $0 |
| Ronald J Wolny | Consejero | 15 de junio de 2010 A | 26 150 | 0 | 0 | $0 |
| Thomas W Powell | Propietario del 10% | 25 de junio de 2026 S | 564 736 | 0 | 13 | $-50 956 063 |
| Richard E Williams | — | 14 de agosto de 2026 S | 37 380 | 0 | 4 | $-2 027 603 |
| Brett Alan Cope | — | 13 de agosto de 2026 S | 512 733 | 0 | 7 | $-6 337 235 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Thomas W. Powell ×2 presentaciones | 10 de octubre de 2024 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 2 de julio de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 99 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 |
|---|---|---|---|---|
| VOLT · Tema ETF Trust | 8,05% | 204 843 NS | 31 de mayo de 2026 | N-PORT |
| RSHO · Tema ETF Trust | 7,81% | 75 229 NS | 31 de mayo de 2026 | N-PORT |
| POW · Tidal Trust III | 6,24% | 14 833 NS | 31 de mayo de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 5,00% | 4 092 NS | 30 de abril de 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,37% | 232 169 NS | 30 de abril de 2026 | N-PORT |
| ALIL · EA Series Trust | 1,87% | 1 683 NS | 29 de mayo de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 1,73% | 19 656 NS | 30 de abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1,72% | 60 663 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 1,52% | 45 695 NS | 30 de abril de 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 1,45% | 25 935 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,27% | 7 208 NS | 30 de abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 1,12% | 10 890 NS | 31 de mayo de 2026 | N-PORT |
| HECO · SSGA Active Trust | 1,06% | 3 117 NS | 30 de abril de 2026 | N-PORT |
| DECO · SSGA Active Trust | 1,05% | 598 NS | 30 de abril de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 1,02% | 19 008 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,94% | 8 493 NS | 31 de mayo de 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,89% | 1 635 NS | 31 de mayo de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,76% | 2 247 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,75% | 61 282 NS | 30 de junio de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,66% | 2 287 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,58% | 534 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,56% | 13 650 NS | 31 de mayo de 2026 | N-PORT |
| PAVE · Global X Funds | 0,56% | 268 116 NS | 31 de mayo de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,42% | 20 178 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,41% | 1 866 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,41% | 10 731 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,39% | 2 937 NS | 31 de mayo de 2026 | N-PORT |
| SAA · ProShares Trust | 0,36% | 339 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,36% | 1 035 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,30% | 5 227 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,24% | 12 450 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 87 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 106 518 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,20% | 1 348 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,19% | 15 796 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,17% | 136 568 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,15% | 864 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,14% | 4 965 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,13% | 1 848 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,12% | 1 055 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,12% | 8 616 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,09% | 1 067 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,08% | 1 139 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,05% | 22 209 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,04% | 1 143 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 63 630 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 4 074 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,04% | 27 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,03% | 2 334 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 8 980 NS | 31 de mayo de 2026 | N-PORT |