PSIX Power Solutions International, Inc. - Common Stock
$36,10
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$25–$120
11% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$70
+93% upside
P/E (TTM)
11.6
ROE
—
Margen de Beneficio Neto
—
PSIX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$36.10
Capitalización Bursátil
—
P/E (TTM)
11.6
BPA (TTM)
$4.94
Ingresos (TTM)
$722M
Rendimiento div.
—
ROE
—
Deuda/Capital
—
Rango 52S
$25 – $120
PSIX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$722M
2018-12-31
→
2025-12-31
BPA
$4.94
2018-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
—
2018-12-31
→
2018-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PSIX
Mediana de Pares
P/E (TTM)
11.6
25.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PSIX
Mediana de Pares
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PSIX
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PSIX
Mediana de Pares
Revenue YoY (Ingresos interanuales)
51.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
14.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.6%
—
EPS YoY (EPS interanual)
64.1%
—
Net Income YoY (Beneficio Neto interanual)
64.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PSIX
Mediana de Pares
PSIX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 3 33,3%
- Compra 4 44,4%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-16
Mediana
$70.00
← Por Debajo de Todos los Objetivos
$36.10
Mín
$63.37
Máx
$76.00
Objetivo mediano
$70.00
+93,9%
Objetivo medio
$69.79
+93,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.33%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.73 | $0.32 | 0.41% |
| 31 de marzo de 2026 | $0.36 | $0.75 | -0.39% |
| 31 de diciembre de 2025 | $0.70 | $0.65 | 0.05% |
| 30 de septiembre de 2025 | $1.20 | $1.00 | 0.20% |
| 30 de junio de 2025 | $2.24 | $0.89 | 1.4% |
| 31 de marzo de 2025 | $0.83 | $0.47 | 0.36% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PSIX | — | 11.6 | 51.8% | — | — | — |
| XE | — | — | — | — | — | — |
| SMR | — | -6.5 | -15.0% | -1130.3% | -39.8% | 36.3% |
| EROC | — | — | — | — | — | — |
| BW | $827M | -13.2 | 1.1% | -6.2% | 17.4% | — |
| NNE | $1.61B | -36.4 | — | — | -22.6% | — |
| NRGV | $779M | -7.1 | 340.9% | -50.9% | -131.3% | 23.6% |
| NPWR | — | -0.3 | — | — | -134.6% | — |
| HDRN | — | — | — | — | — | — |
| BWEN | — | 12.3 | 10.4% | 3.3% | 8.4% | 10.2% |
| GEV | $176.16B | 36.9 | 9.0% | 12.8% | 47.1% | 19.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $722M | $476M | $459M | $481M | $456M | $418M | $546M | $496M | $417M | |
| Cost of Revenue | $538M | $335M | $353M | $393M | $415M | $359M | $446M | $437M | $366M | |
| Gross Profit | $185M | $141M | $106M | $89M | $41M | $58M | $100M | $59M | $51M | |
| R&D Expense | $18M | $20M | $19M | $19M | $22M | $25M | $25M | $29M | $20M | |
| Operating Expenses | $75M | $59M | $62M | $64M | $83M | $80M | $83M | $95M | $69M | |
| Operating Income | $110M | $82M | $44M | $25M | $-42M | $-22M | $17M | $-37M | $-18M | |
| Interest Expense | · | · | $17M | $13M | $7M | $6M | $8M | $8M | $11M | |
| Other Non-op | $352.0K | $0 | · | $0 | $-1.0K | $1M | $-9M | $-18M | $-2M | |
| Pretax Income | $103M | $70M | $27M | $12M | $-49M | $-27M | $9M | $-55M | $-47M | |
| Income Tax | $-11M | $922.0K | $900.0K | $304.0K | $-406.0K | $-4M | $409.0K | $169.0K | $443.0K | |
| Net Income | $114M | $69M | $26M | $11M | $-48M | $-23M | $8M | $-55M | $-48M | |
| EPS (Basic) | $4.95 | $3.01 | $1.15 | $0.49 | $-2.12 | $-1.00 | $0.38 | $-2.94 | $-6.20 | |
| EPS (Diluted) | $4.94 | $3.01 | $1.15 | $0.49 | $-2.12 | $-1.00 | $0.38 | $-2.94 | $-6.20 | |
| Shares (Basic) | 23,022,000 | 22,983,000 | 22,960,000 | 22,938,000 | 22,908,000 | 22,872,000 | 21,512,000 | 18,585,000 | 13,787,000 | |
| Shares (Diluted) | 23,066,000 | 23,018,000 | 22,973,000 | 22,948,000 | 22,908,000 | 22,872,000 | 21,530,000 | 18,585,000 | 13,787,000 | |
| EBITDA | · | · | · | · | · | · | · | $-37M | $-18M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $41M | $55M | $23M | $24M | $6M | $21M | $3.0K | $54.0K | $0 | |
| Receivables | $90M | $69M | $67M | $90M | $65M | $60M | $105M | $86M | $69M | |
| Inventory | $127M | $94M | $85M | $121M | $142M | $108M | $109M | $106M | $87M | |
| Prepaid Expense | $4M | $6M | $9M | $16M | $9M | $6M | $8M | $23M | $14M | |
| Other Current Assets | $1M | $4M | $2M | · | · | · | · | $742.0K | $86.0K | |
| Current Assets | $291M | $254M | $205M | $255M | $230M | $203M | $223M | $216M | $171M | |
| PP&E (Net) | · | · | · | · | · | · | $23M | $24M | $19M | |
| PP&E (Gross) | · | · | · | · | · | · | $50M | $46M | $36M | |
| Accum. Depreciation | · | · | · | · | · | · | $26M | $22M | $17M | |
| Goodwill | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | |
| Intangibles | $1M | $2M | $4M | $6M | $8M | $10M | $13M | $17M | $21M | |
| Other Non-current Assets | $614.0K | $374.0K | $3M | $2M | $2M | $21M | $25M | $3M | $6M | |
| Total Assets | $425M | $328M | $284M | $320M | $301M | $284M | $314M | $290M | $247M | |
| Accounts Payable | $48M | $58M | $67M | $76M | $93M | $32M | $76M | $85M | $51M | |
| Short-term Debt | $740.0K | $120M | $145M | $206M | $155M | $130M | · | · | $37M | |
| Current Liabilities | $92M | $228M | $248M | $319M | $283M | $239M | $182M | $221M | $123M | |
| Capital Leases | $49M | $21M | $25M | $11M | $10M | $14M | $18M | · | · | |
| Deferred Tax | $0 | $2M | $1M | $1M | $1M | $886.0K | $1M | $647.0K | $703.0K | |
| Other Non-current Liabilities | $7M | $11M | $11M | $10M | $19M | $34M | $29M | $17M | $12M | |
| Total Liabilities | $246M | $263M | $288M | $350M | $343M | $278M | $285M | $308M | $215M | |
| Long-term Debt | $38.0K | $90.0K | $184.0K | $5M | $26M | $781.0K | $56M | $55M | $54M | |
| Total Debt | · | · | · | · | · | · | · | $55M | $91M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $19.0K | $19.0K | |
| Paid-in Capital | $158M | $158M | $158M | $158M | $157M | $157M | $157M | $126M | $124M | |
| Retained Earnings | $22M | $-92M | $-161M | $-187M | $-198M | $-150M | $-127M | $-135M | $-82M | |
| Treasury Stock | $1M | $823.0K | $920.0K | $972.0K | $1M | $1M | $1M | $10M | $10M | |
| Stockholders' Equity | $179M | $65M | $-4M | $-30M | $-42M | $6M | $28M | $-19M | $32M | |
| Liabilities + Equity | $425M | $328M | $284M | $320M | $301M | $284M | $314M | $290M | $247M | |
| Shares Outstanding | 23,041,000 | 23,000,000 | 22,968,000 | 22,951,000 | 22,926,000 | 22,892,000 | 22,857,000 | 18,638,000 | 18,433,000 |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $427.0K | $89.0K | $151.0K | $385.0K | $394.0K | $607.0K | $1M | $3M | $473.0K | |
| Deferred Tax | $-15M | $90.0K | $200.0K | $189.0K | $29.0K | $-1M | $457.0K | $-56.0K | $239.0K | |
| Amort. of Intangibles | $1M | $1M | $2M | $2M | $3M | $3M | $4M | $5M | $5M | |
| Operating Cash Flow | $24M | $62M | $71M | $-9M | $-61M | $-8M | $18M | $-6M | $-8M | |
| Investing Cash Flow | $-10M | $-5M | $-5M | $-1M | $398.0K | $-1M | $-4M | $-10M | $-5M | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | $0 | $-71M | |
| Financing Cash Flow | $-28M | $-26M | $-67M | $28M | $47M | $33M | $-15M | $16M | $11M | |
| Net Change in Cash | $-14M | $32M | $-1M | $18M | $-15M | $24M | $-51.0K | $54.0K | $-2M | |
| Taxes Paid | $9M | $2M | · | · | $100.0K | $200.0K | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | 11.8% | 12.2% | |
| Operating Margin | · | · | · | · | · | · | · | -7.4% | -4.3% | |
| Net Margin | · | · | · | · | · | · | · | -11.0% | -11.4% | |
| Pretax Margin | · | · | · | · | · | · | · | -11.0% | -11.3% | |
| EBITDA Margin | · | · | · | · | · | · | · | -7.4% | -4.3% | |
| ROA | · | · | · | · | · | · | · | -18.8% | -18.5% | |
| ROE | · | · | · | · | · | · | · | 393.1% | -248.6% | |
| ROIC | · | · | · | · | · | · | · | -101.9% | -14.7% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | · | 1.0 | 1.3 | |
| Quick Ratio | · | · | · | · | · | · | · | 0.4 | 0.5 | |
| Debt / Equity | · | · | · | · | · | · | · | -2.9 | 2.8 | |
| LT Debt / Equity | · | · | · | · | · | · | · | -2.9 | 1.7 | |
| Interest Coverage | · | · | · | · | · | · | · | -4.8 | -1.7 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | · | 1.7 | 1.6 | |
| Inventory Turnover | · | · | · | · | · | · | · | 4.0 | 3.7 | |
| Receivables Turnover | · | · | · | · | · | · | · | 6.3 | 6.4 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 51.8% | 3.7% | -4.7% | 5.5% | 9.2% | · | · | · | · | |
| Revenue CAGR 3Y | 14.5% | 1.4% | 3.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | |
| EPS YoY | 64.1% | 161.7% | 134.7% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 116.0% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 64.5% | 163.4% | 133.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 116.3% | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $722M | $476M | $459M | $481M | $456M | $418M | $546M | $496M | $417M | |
| Net Income TTM | $114M | $69M | $26M | $11M | $-48M | $-23M | $8M | $-55M | $-48M | |
| Market Cap | · | · | · | · | · | · | · | $172M | $138M | |
| Enterprise Value | · | · | · | · | · | · | · | $227M | $230M | |
| P/E | 11.6 | 9.9 | 1.8 | 6.1 | -1.4 | -3.3 | 20.8 | -3.1 | -1.2 | |
| P/S | · | · | · | · | · | · | · | 0.3 | 0.3 | |
| P/B | · | · | · | · | · | · | · | -9.3 | 4.3 | |
| P / Tangible Book | 8.9 | 20.8 | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | -28.0 | -18.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | -6.2 | -12.7 | |
| EV / Revenue | · | · | · | · | · | · | · | 0.5 | 0.6 | |
| Earnings Yield | 8.6% | 10.1% | 56.1% | 16.3% | -70.7% | -30.3% | 4.8% | -31.8% | -82.7% |
Estado de resultados 17
| 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 | $153M | $129M | $191M | $204M | $192M | $135M | $144M | $126M | $111M | $95M | $105M | $116M | $122M | $116M | $137M | $125M | |
| Cost of Revenue | $111M | $99M | $149M | $155M | $138M | $95M | $101M | $89M | $75M | $69M | $77M | $88M | $95M | $93M | $108M | $101M | |
| Gross Profit | $41M | $29M | $42M | $49M | $54M | $40M | $43M | $36M | $35M | $26M | $28M | $28M | $27M | $23M | $29M | $24M | |
| R&D Expense | $5M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| SG&A Expense | $12M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Expenses | $17M | $18M | $18M | $20M | $22M | $16M | $18M | $16M | $10M | $15M | $15M | $16M | $16M | $15M | $16M | $17M | |
| Operating Income | $24M | $11M | $24M | $28M | $32M | $25M | $25M | $20M | $25M | $11M | $12M | $12M | $11M | $9M | $14M | $7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $4M | $5M | $5M | $4M | $4M | |
| Other Non-op | $122.0K | $85.0K | $57.0K | $0 | $295.0K | $0 | $0 | $0 | $0 | · | · | · | · | $-5M | · | $0 | |
| Pretax Income | $22M | $10M | $23M | $27M | $31M | $23M | $23M | $18M | $22M | $7M | $9M | $8M | $7M | $4M | $10M | $4M | |
| Income Tax | $6M | $2M | $7M | $-876.0K | $-20M | $4M | $-451.0K | $277.0K | $895.0K | $201.0K | $369.0K | $153.0K | $243.0K | $135.0K | $290.0K | $415.0K | |
| Net Income | $17M | $7M | $16M | $28M | $51M | $19M | $23M | $17M | $22M | $7M | $8M | $8M | $6M | $4M | $9M | $3M | |
| EPS (Basic) | $0.73 | $0.32 | $0.69 | $1.20 | $2.23 | $0.83 | $1.01 | $0.75 | $0.94 | $0.31 | $0.37 | $0.34 | $0.28 | $0.16 | $0.40 | $0.14 | |
| EPS (Diluted) | $0.73 | $0.32 | $0.69 | $1.20 | $2.22 | $0.83 | $1.01 | $0.75 | $0.94 | $0.31 | $0.37 | $0.34 | $0.28 | $0.16 | $0.40 | $0.14 | |
| Shares (Basic) | 23,050,000 | 23,046,000 | -46,025,000 | 23,033,000 | 23,009,000 | 23,005,000 | -45,949,000 | 22,990,000 | 22,973,000 | 22,969,000 | -45,910,000 | 22,967,000 | 22,952,000 | 22,951,000 | -45,864,000 | 22,948,000 | |
| Shares (Diluted) | 23,072,000 | 23,063,000 | -46,123,000 | 23,061,000 | 23,067,000 | 23,061,000 | -45,992,000 | 23,044,000 | 22,993,000 | 22,973,000 | -45,934,000 | 22,974,000 | 22,966,000 | 22,967,000 | -45,878,000 | 22,959,000 | |
| EBITDA | $24M | $11M | · | $28M | $32M | $25M | · | $20M | $25M | $11M | · | $12M | $11M | $9M | · | $7M |
Balance general 26
| 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 | $70M | $45M | $41M | $49M | $49M | $50M | $55M | $40M | $29M | $33M | $23M | $32M | $28M | $27M | $24M | $16M | |
| Receivables | $80M | $74M | $90M | $88M | $82M | $82M | $69M | $77M | $64M | $49M | $67M | $71M | $78M | $83M | $90M | $83M | |
| Inventory | $128M | $129M | $127M | $152M | $149M | $117M | $94M | $105M | $93M | $89M | $85M | $94M | $113M | $132M | $121M | $127M | |
| Prepaid Expense | $4M | $4M | $4M | $5M | $4M | $6M | $6M | $16M | $42M | $34M | $9M | $24M | $19M | $19M | $16M | $18M | |
| Other Current Assets | $1M | $1M | $1M | $1M | $716.0K | $2M | $4M | $3M | · | · | $2M | · | · | · | · | · | |
| Current Assets | $303M | $275M | $291M | $319M | $310M | $278M | $254M | $265M | $232M | $209M | $205M | $226M | $242M | $265M | $255M | $248M | |
| Goodwill | $35M | $35M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | |
| Intangibles | $1M | $2M | $1M | $2M | $2M | $2M | $2M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $6M | $6M | |
| Other Non-current Assets | $419.0K | $543.0K | $614.0K | $14M | $3M | $3M | $374.0K | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $13M | |
| Total Assets | $453M | $431M | $425M | $459M | $438M | $373M | $328M | $339M | $308M | $287M | $284M | $305M | $318M | $328M | $320M | $312M | |
| Accounts Payable | $50M | $43M | $48M | $84M | $90M | $66M | $58M | $77M | $67M | $73M | $67M | $76M | $72M | $80M | $76M | $73M | |
| Short-term Debt | $841.0K | $753.0K | $0 | $0 | $95M | $110M | $120M | $135M | $135M | $140M | $145M | $160M | $190M | $210M | $206M | $211M | |
| Current Liabilities | $118M | $80M | $92M | $140M | $247M | $240M | $228M | $259M | $244M | $246M | $248M | $276M | $298M | $327M | $319M | $327M | |
| Capital Leases | $54M | $56M | $49M | $51M | $43M | $37M | $21M | $22M | $23M | $24M | $25M | $26M | $23M | $11M | $11M | $8M | |
| Deferred Tax | · | · | $0 | $0 | $0 | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Other Non-current Liabilities | $6M | $6M | $7M | $8M | $9M | $8M | $11M | $12M | $12M | $10M | $11M | $11M | $12M | $12M | $10M | $19M | |
| Total Liabilities | $250M | $245M | $246M | $296M | $302M | $288M | $263M | $297M | $283M | $284M | $288M | $318M | $338M | $354M | $350M | $351M | |
| Long-term Debt | $6M | $7M | $38.0K | $52.0K | $64.0K | $77.0K | $90.0K | $125.0K | $160.0K | $152.0K | $229.0K | $239.0K | $296.0K | $346.0K | $5M | $455.0K | |
| Total Debt | $7M | $8M | · | $52.0K | $95M | $110M | · | $135M | $135M | $140M | · | $160M | $190M | $210M | · | $212M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | |
| Paid-in Capital | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | |
| Retained Earnings | $47M | $30M | $22M | $6M | $-21M | $-72M | $-92M | $-115M | $-132M | $-154M | $-161M | $-169M | $-177M | $-183M | $-187M | $-196M | |
| Treasury Stock | $2M | $2M | $1M | $2M | $930.0K | $899.0K | $823.0K | $860.0K | $860.0K | $920.0K | $920.0K | $1M | $1M | $972.0K | $972.0K | $971.0K | |
| Stockholders' Equity | $203M | $186M | $179M | $162M | $136M | $84M | $65M | $42M | $25M | $3M | $-4M | $-12M | $-20M | $-27M | $-30M | $-40M | |
| Liabilities + Equity | $453M | $431M | $425M | $459M | $438M | $373M | $328M | $339M | $308M | $287M | $284M | $305M | $318M | $328M | $320M | $312M | |
| Shares Outstanding | 23,050,000 | 23,051,000 | 23,041,000 | 23,040,000 | 23,011,000 | 23,008,000 | 23,000,000 | 22,990,000 | 22,975,000 | 22,968,000 | 22,968,000 | 22,968,000 | 22,953,000 | 22,951,000 | 22,951,000 | 22,950,000 |
Flujo de Efectivo 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $430.0K | $424.0K | $101.0K | $19.0K | $154.0K | $153.0K | $37.0K | $4.0K | $22.0K | $26.0K | $19.0K | $26.0K | $37.0K | $69.0K | $70.0K | $62.0K | |
| Deferred Tax | · | · | · | $-7M | $-29M | · | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $280.0K | $249.0K | $297.0K | $308.0K | $306.0K | $307.0K | $364.0K | $365.0K | $365.0K | $365.0K | $437.0K | $436.0K | $437.0K | $436.0K | $526.0K | $526.0K | |
| Operating Cash Flow | $57M | $19M | $-5M | $3M | $17M | $9M | $33M | $13M | $2M | $16M | $8M | $36M | $22M | $5M | $9M | $12M | |
| Investing Cash Flow | $-846.0K | $-14M | $-3M | $-2M | $-2M | $-3M | $-3M | $-430.0K | $-712.0K | $-815.0K | $-2M | $-1M | $-642.0K | $-612.0K | $-363.0K | $-483.0K | |
| Financing Cash Flow | $-31M | $-740.0K | $-156.0K | $-2M | $-15M | $-10M | $-15M | $-464.0K | $-5M | $-5M | $-15M | $-30M | $-20M | $-2M | $-641.0K | $1M | |
| Net Change in Cash | $25M | $5M | $-8M | $-392.0K | $-541.0K | $-5M | $15M | $12M | $-4M | $10M | $-9M | $4M | $886.0K | $3M | $8M | $13M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Rentabilidad 8
| 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 | 27.1% | 22.9% | · | 23.9% | 28.2% | 29.8% | · | 28.9% | 31.8% | 27.0% | · | 24.1% | 22.1% | 20.2% | · | 19.3% | |
| Operating Margin | 15.7% | 8.9% | · | 13.9% | 16.9% | 18.2% | · | 16.2% | 22.9% | 11.2% | · | 10.4% | 9.3% | 7.3% | · | 5.8% | |
| Net Margin | 11.1% | 5.7% | · | 13.6% | 26.7% | 14.1% | · | 13.8% | 19.5% | 7.5% | · | 6.7% | 5.3% | 3.2% | · | 2.6% | |
| Pretax Margin | 14.7% | 7.6% | · | 13.1% | 16.2% | 16.9% | · | 14.0% | 20.3% | 7.7% | · | 6.9% | 5.5% | 3.3% | · | 2.9% | |
| EBITDA Margin | 15.7% | 8.9% | · | 13.9% | 16.9% | 18.2% | · | 16.2% | 22.9% | 11.2% | · | 10.4% | 9.3% | 7.3% | · | 5.8% | |
| ROA | 3.8% | 1.8% | · | 6.9% | 13.7% | 5.8% | · | 5.4% | 6.9% | 2.3% | · | 2.5% | 2.1% | 1.2% | · | 1.1% | |
| ROE | 10.0% | 5.4% | · | 27.0% | 63.8% | 43.6% | · | 116.3% | 928.4% | -60.9% | · | -29.9% | -20.3% | -10.5% | · | -8.6% | |
| ROIC | 8.6% | 4.4% | · | 18.0% | 23.2% | 10.6% | · | 11.4% | 15.2% | 7.2% | · | 8.0% | 6.4% | 4.5% | · | 3.7% |
Liquidez y Solvencia 5
| 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 | 2.6 | 3.4 | · | 2.3 | 1.3 | 1.2 | · | 1.0 | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | |
| Quick Ratio | 1.3 | 1.5 | · | 1.0 | 0.5 | 0.5 | · | 0.5 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.7 | 1.3 | · | 3.2 | 5.5 | 43.4 | · | -13.0 | -9.4 | -7.9 | · | -5.3 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | -0.0 | -0.0 | -0.0 | · | -0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 3.2 | · | 2.9 | 2.4 | 1.8 | · | 2.0 |
Eficiencia 3
| 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 | 0.3 | 0.3 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Inventory Turnover | 0.8 | 0.8 | · | 1.2 | 1.1 | 0.9 | · | 0.9 | 0.7 | 0.6 | · | 0.8 | 0.8 | 0.7 | · | 0.7 | |
| Receivables Turnover | 1.9 | 1.7 | · | 2.5 | 2.6 | 2.1 | · | 1.7 | 1.6 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.8 |
Valoración (TTM) 12
| 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 | $677M | $660M | · | $657M | $564M | $467M | · | $448M | $444M | $449M | · | $479M | $484M | $461M | · | $462M | |
| Net Income TTM | $103M | $105M | · | $115M | $109M | $65M | · | $54M | $43M | $25M | · | $21M | $15M | $6M | · | $-5M | |
| Market Cap | $896M | $1.40B | · | $2.26B | $1.49B | $582M | · | $472M | $146M | $53M | · | $75M | $64M | $59M | · | $39M | |
| Enterprise Value | $833M | $1.37B | · | $2.21B | $1.53B | $642M | · | $567M | $253M | $160M | · | $204M | $227M | $242M | · | $234M | |
| P/E | 8.7 | 13.3 | · | 19.6 | 13.6 | 8.9 | · | 8.8 | 3.4 | 2.1 | · | 3.6 | 4.4 | 10.2 | · | -7.7 | |
| P/S | 1.3 | 2.1 | · | 3.4 | 2.6 | 1.2 | · | 1.1 | 0.3 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | |
| P/B | 4.4 | 7.6 | · | 13.9 | 11.0 | 6.9 | · | 11.2 | 5.9 | 16.3 | · | -6.1 | -3.2 | -2.2 | · | -1.0 | |
| P / Tangible Book | 5.4 | 9.4 | · | 17.3 | 14.3 | 11.1 | · | 50.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 73.4 | · | · | · | 66.0 | · | · | · | 3.4 | · | · | · | 11.7 | · | · | |
| EV / EBITDA | 34.8 | 119.9 | · | 78.1 | 47.2 | 26.0 | · | 27.7 | 10.0 | 15.0 | · | 16.8 | 20.0 | 28.4 | · | 32.4 | |
| EV / Revenue | 1.2 | 2.1 | · | 3.4 | 2.7 | 1.4 | · | 1.3 | 0.6 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Earnings Yield | 11.5% | 7.5% | · | 5.1% | 7.3% | 11.2% | · | 11.4% | 29.4% | 47.6% | · | 28.1% | 22.9% | 9.8% | · | -12.9% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $722M | $476M | $459M | $481M | $456M |
| Beneficio neto | $114M | $69M | $26M | $11M | $-48M |
| EPS Diluido | $4.94 | $3.01 | $1.15 | $0.49 | $-2.12 |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 175 declarantes · $324.8M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 33 (-23 vs trimestre anterior) | 66 (+23 vs trimestre anterior) | 59 (-7 vs trimestre anterior) | 45 (-1 vs trimestre anterior) | +2.0M |
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 |
|---|---|---|---|---|
| Point72 Asset Management, L.P. | $58 224 358 | 1 497 155 | 17,92% | Acciones |
| Situational Awareness Partners LP | $26 318 424 | 432 300 | 8,10% | Acciones |
| Newtyn Management, LLC | $23 368 612 | 600 890 | 7,19% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $13 247 256 | 340 634 | 4,08% | Acciones |
| Yunqi Capital Ltd | $13 183 710 | 339 000 | 4,06% | Acciones |
| BARCLAYS PLC | $12 090 590 | 310 892 | 3,72% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $11 251 033 | 289 304 | 3,46% | Acciones |
| OLP CAPITAL MANAGEMENT Ltd | $11 042 427 | 283 940 | 3,40% | Acciones |
| Busey Bank | $8 555 800 | 220 000 | 2,63% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $8 047 974 | 206 942 | 2,48% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $7 337 207 | 188 635 | 2,26% | Acciones |
| STATE STREET CORP | $7 189 011 | 184 855 | 2,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $6 008 856 | 98 700 | 1,85% | Acciones |
| FIRST TRUST ADVISORS LP | $5 707 107 | 146 750 | 1,76% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 207 371 | 133 900 | 1,60% | Opción de compra |
| CITADEL ADVISORS LLC | $5 207 371 | 133 900 | 1,60% | Opción de venta |
| Yiheng Capital Management, L.P. | $5 191 815 | 133 500 | 1,60% | Acciones |
| Meros Investment Management, LP | $5 027 155 | 129 266 | 1,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 836 244 | 124 357 | 1,49% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 237 493 | 108 961 | 1,30% | Acciones |
| Hel Ved Capital Management Ltd | $3 923 068 | 100 876 | 1,21% | Acciones |
| Cubist Systematic Strategies, LLC | $3 834 003 | 39 035 | 1,18% | Acciones |
| Valiant Capital Management, L.P. | $3 176 302 | 81 674 | 0,98% | Acciones |
| WOLVERINE TRADING, LLC | $3 071 784 | 29 800 | 0,95% | Opción de compra |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 728 134 | 70 150 | 0,84% | Acciones |
| Defiance ETFs, LLC | $2 676 190 | 72 881 | 0,82% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 671 743 | 68 700 | 0,82% | Opción de venta |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 667 504 | 68 591 | 0,82% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $2 452 714 | 63 068 | 0,76% | Acciones |
| LPL Financial LLC | $2 244 186 | 57 706 | 0,69% | Acciones |
| CITIGROUP INC | $2 079 759 | 53 478 | 0,64% | Acciones |
| OnyxPoint Global Management LP | $2 078 982 | 53 458 | 0,64% | Acciones |
| CITADEL ADVISORS LLC | $2 022 941 | 52 017 | 0,62% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 982 846 | 50 986 | 0,61% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 779 645 | 45 761 | 0,55% | Acciones |
| WOLVERINE TRADING, LLC | $1 700 820 | 16 500 | 0,52% | Opción de venta |
| CITADEL ADVISORS LLC | $1 637 269 | 42 100 | 0,50% | Opción de compra |
| Bridge City Capital, LLC | $1 581 190 | 40 658 | 0,49% | Acciones |
| JANE STREET GROUP, LLC | $1 555 600 | 40 000 | 0,48% | Opción de compra |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 463 703 | 37 637 | 0,45% | Acciones |
| ExodusPoint Capital Management, LP | $1 439 708 | 37 020 | 0,44% | Acciones |
| Man Group plc | $1 352 905 | 34 788 | 0,42% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 141 227 | 29 345 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 078 381 | 27 729 | 0,33% | Acciones |
| XTX Topco Ltd | $1 068 658 | 27 479 | 0,33% | Acciones |
| Capstone Capital Management Ltd | $1 039 063 | 26 718 | 0,32% | Acciones |
| Balyasny Asset Management L.P. | $1 018 957 | 26 201 | 0,31% | Acciones |
| Qube Research & Technologies Ltd | $1 005 112 | 25 845 | 0,31% | Acciones |
| Cetera Investment Advisers | $996 634 | 25 627 | 0,31% | Acciones |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $980 415 | 9 982 | 0,30% | Acciones |
| Kerrisdale Advisers, LLC | $979 056 | 25 175 | 0,30% | Acciones |
| Toroso Investments, LLC | $971 323 | 16 999 | 0,30% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $836 735 | 13 744 | 0,26% | Acciones |
| Bank of New York Mellon Corp | $829 174 | 21 321 | 0,26% | Acciones |
| JANE STREET GROUP, LLC | $828 357 | 21 300 | 0,26% | Opción de venta |
| De Lisle Partners LLP | $817 320 | 21 000 | 0,25% | Acciones |
| WORLD EQUITY GROUP, INC. | $804 288 | 20 681 | 0,25% | Acciones |
| Freestone Grove Partners LP | $788 923 | 20 286 | 0,24% | Acciones |
| WOLVERINE TRADING, LLC | $785 985 | 7 625 | 0,24% | Acciones |
| Brevan Howard Capital Management LP | $762 555 | 19 608 | 0,23% | Acciones |
| Belpointe Asset Management LLC | $730 938 | 18 795 | 0,23% | Acciones |
| BANK OF AMERICA CORP /DE/ | $690 764 | 17 762 | 0,21% | Acciones |
| FRANKLIN RESOURCES INC | $681 042 | 17 512 | 0,21% | Acciones |
| Swiss National Bank | $672 797 | 17 300 | 0,21% | Acciones |
| ARGA Investment Management, LP | $631 496 | 16 238 | 0,19% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $627 140 | 16 126 | 0,19% | Acciones |
| Gotham Asset Management, LLC | $586 150 | 15 072 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $532 030 | 8 739 | 0,16% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $461 430 | 11 865 | 0,14% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $409 667 | 10 534 | 0,13% | Acciones |
| RHUMBLINE ADVISERS | $401 646 | 10 328 | 0,12% | Acciones |
| NAVELLIER & ASSOCIATES INC | $397 611 | 10 224 | 0,12% | Acciones |
| CREDIT AGRICOLE S A | $369 455 | 9 500 | 0,11% | Acciones |
| Bay Rivers Group | $355 493 | 9 141 | 0,11% | Acciones |
| ALPS ADVISORS INC | $343 788 | 8 840 | 0,11% | Acciones |
| H D Vest Advisory Services | $339 764 | 5 253 | 0,10% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $331 887 | 8 534 | 0,10% | Acciones |
| FOX RUN MANAGEMENT, L.L.C. | $328 582 | 8 449 | 0,10% | Acciones |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $322 787 | 8 300 | 0,10% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $315 398 | 8 110 | 0,10% | Acciones |
| Allspring Global Investments Holdings, LLC | $302 642 | 7 782 | 0,09% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $292 919 | 7 532 | 0,09% | Acciones |
| PERRITT CAPITAL MANAGEMENT INC | $285 700 | 5 000 | 0,09% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $264 919 | 6 812 | 0,08% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $258 191 | 6 639 | 0,08% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $254 730 | 6 550 | 0,08% | Acciones |
| BlackRock, Inc. | $248 818 | 6 398 | 0,08% | Acciones |
| MML INVESTORS SERVICES, LLC | $236 723 | 6 087 | 0,07% | Acciones |
| D.A. DAVIDSON & CO. | $235 323 | 6 051 | 0,07% | Acciones |
| Sequent Planning LLC | $232 290 | 5 973 | 0,07% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $219 989 | 3 850 | 0,07% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $218 523 | 5 619 | 0,07% | Acciones |
| Quantinno Capital Management LP | $213 156 | 5 481 | 0,07% | Acciones |
| Inspire Advisors, LLC | $209 230 | 5 380 | 0,06% | Acciones |
| Truvestments Capital LLC | $207 945 | 5 347 | 0,06% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $200 789 | 5 163 | 0,06% | Acciones |
| Triumph Capital Management | $191 494 | 4 924 | 0,06% | Acciones |
| OSAIC HOLDINGS, INC. | $188 439 | 4 846 | 0,06% | Acciones |
| MetLife Investment Management, LLC | $185 350 | 4 766 | 0,06% | Acciones |
| AlphaQuest LLC | $177 877 | 3 113 | 0,05% | Acciones |
Informantes de la empresa 28 insiders · 14 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Constantine Xykis | CEO | 9 de septiembre de 2025 S | 0 | 0 | 1 | $-717 149 |
| Lance Michael Arnett | Chief Executive Officer | 18 de marzo de 2022 A | — | 0 | 0 | $0 |
| John P. Miller | CEO and President | 31 de mayo de 2019 F | 76 006 | 0 | 0 | $0 |
| Xun Li | CFO | 6 de marzo de 2026 A | 4 592 | 1 | 4 | $-711 042 |
| Charles F Avery JR | Chief Financial Officer | 31 de julio de 2019 F | 20 781 | 0 | 0 | $0 |
| Michael Lewis | Chief Financial Officer | 4 de marzo de 2016 P | 1 000 | 0 | 0 | $0 |
| GOREY DANIEL P | Chief Financial Officer | 10 de agosto de 2015 P | 3 129 | 0 | 0 | $0 |
| Thomas J Somodi | COO & CFO; Former Director & 10% Owner | 31 de octubre de 2011 J | 0 | 0 | 0 | $0 |
| Eric A. Cohen | Chief Operating Officer | 13 de noviembre de 2015 P | 10 | 0 | 0 | $0 |
| Zhaoying Du | GC and Corp Secy | 6 de marzo de 2026 A | — | 0 | 0 | $0 |
| Matthew Joseph Thomas | Corporate Controller | 2 de septiembre de 2022 A | — | 0 | 0 | $0 |
| Jason C. Lin | Chief Technical Officer | 24 de julio de 2020 F | 35 605 | 0 | 0 | $0 |
| Kenneth J Winemaster | Executive Vice President | 31 de marzo de 2019 F | 2 211 274 | 0 | 0 | $0 |
| Donald P Klein | Principal Accounting Officer and Corporate Controller | 19 de junio de 2018 A | — | 0 | 0 | $0 |
| Hong He | Consejero | 11 de diciembre de 2025 A | 23 750 | 0 | 5 | $-690 775 |
| Courtney C. Shea | Consejero | 11 de diciembre de 2025 A | 5 000 | 0 | 0 | $0 |
| Frank P Simpkins | Consejero | 11 de diciembre de 2025 A | 30 000 | 0 | 1 | $-916 400 |
| Kenneth W Landini | Consejero | 12 de diciembre de 2024 A | 59 000 | 0 | 0 | $0 |
| Fabrizio Mozzi | Consejero | 15 de septiembre de 2022 A | 7 917 | 0 | 0 | $0 |
| Guogang Wu | Consejero | 22 de diciembre de 2021 A | 4 304 | 0 | 0 | $0 |
| Leslie Anne Coolidge | Consejero | 23 de julio de 2019 A | 15 000 | 0 | 0 | $0 |
| Kui Jiang | Consejero | 8 de octubre de 2018 J | 0 | 0 | 0 | $0 |
| Shaojun Sun | Consejero | 8 de octubre de 2018 J | 0 | 0 | 0 | $0 |
| Samuel H Greenawalt | Consejero | 25 de agosto de 2014 P | 7 800 | 0 | 0 | $0 |
| Neil Gagnon | Propietario del 10% | 30 de abril de 2024 P | 121 024 | 0 | 0 | $0 |
| Gary S. Winemaster | Propietario del 10% | 11 de mayo de 2021 S | 3 322 603 | 0 | 0 | $0 |
| Nan (Richard) Hu | — | 17 de agosto de 2026 A | — | 0 | 0 | $0 |
| FORMAT INC /FA/ | — | 6 de enero de 2004 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 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 |
|---|---|---|---|---|---|
| Gary S. Winemaster ×9 presentaciones | 22 de septiembre de 2025 | 6,30% | Enmienda | — | SEC |
| Weichai America Corp., Weichai Power Co., Ltd., Shandong Heavy Industry Group Co., Ltd. ×10 presentaciones | 28 de agosto de 2025 | 46,50% | Enmienda | — | SEC |
| Kenneth J. Winemaster ×3 presentaciones | 5 de diciembre de 2017 | — | Presentación inicial | — | SEC |
| Gary S. Winemaster (2) ×14 presentaciones | 18 de agosto de 2015 | — | Presentación inicial | — | SEC |
| Kenneth J. Winemaster (2) ×5 presentaciones | 25 de julio de 2013 | — | Presentación inicial | — | SEC |
| Thomas J. Somodi (2) | 14 de noviembre de 2011 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| Thomas J. Somodi | 9 de mayo de 2011 | — | Presentación inicial | M&A / venta | 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 43 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 |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,54% | 76 602 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,28% | 45 613 NS | 30 de abril de 2026 | N-PORT |
| AIPO · Tidal Trust II | 0,26% | 47 648 NS | 31 de mayo de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,17% | 8 698 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 7 152 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,06% | 29 189 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,06% | 89 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 12 550 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 73 606 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 2 155 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8 733 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 3 689 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 74 699 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 693 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 832 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 49 874 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 2 708 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 222 773 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 402 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,01% | 2 701 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 2 366 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 31 949 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 315 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 28 729 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 273 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,00% | 384 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,00% | 318 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 508 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,00% | 584 SH | 8 de agosto de 2026 | Diario |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 6 928 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 318 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,00% | 6 923 SH | 8 de agosto de 2026 | Diario |
| HDG · ProShares Trust | 0,00% | 8 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 706 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 2 821 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 9 049 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 3 500 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 75 598 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 256 749 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 319 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 721 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 4 NS | 31 de mayo de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,00% | 10 503 SH | 8 de agosto de 2026 | Diario |