SAH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03

Precio $62.83

P/E (TTM) 10.0

BPA (TTM) $6.30

Ingresos (TTM) $15.47B

ROE (TTM) 20.6%

Deuda/Capital (MRQ) 1.7

Rango 52S $54–$114

SAH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04

rango

barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 1

Fecha ex-dividendo	División	Tipo
26 de enero de 1999	2-for-1	Adelante

Acerca de Sonic Automotive, Inc. Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.

Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.

History

Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.

Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.

EchoPark Automotive

Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.

The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.

EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.

Sales and acquisitions

In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.

In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.

In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the company's portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.

Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.

Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.

In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.

Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were rebranded under Sonic's EchoPark brand.

In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.

In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.

Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.

In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.

Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.

In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.

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Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorRetail industriaRetail empleados11 000 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06

Ingresos$15.15B

2017-12-31 → 2025-12-31

BPA$3.42

2017-12-31 → 2025-12-31

Flujo de caja libre$717M

2017-12-31 → 2025-12-31

Margen neto1.4%

2017-12-31 → 2025-12-31

Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica	Tendencia a 5 años	SAH	promedio 5A	Mediana de Pares	Veredicto
P/E (TTM)		10.0promedio 5A ≈15.4	≈15.4	13.5	Valor razonable

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	SAH	promedio 5A	Mediana de Pares	Veredicto
Margen Bruto (TTM)	15.7%promedio 5A ≈15.8%	≈15.8%	17.5%	Débil
Margen Operativo (TTM)	3.3%promedio 5A ≈2.7%	≈2.7%	4.7%	Débil
EBITDA Margin (Margen EBITDA)	2.4%promedio 5A ≈2.7%	≈2.7%	4.7%	Débil
Margen antes de impuestos (TTM)	2.0%promedio 5A ≈1.5%	≈1.5%	2.5%	Débil
Margen de Beneficio Neto (TTM)	1.4%promedio 5A ≈1.0%	≈1.0%	2.3%	Débil
ROA (TTM)	3.4%promedio 5A ≈2.8%	≈2.8%	3.2%	Débil
ROE (TTM)	20.6%promedio 5A ≈15.3%	≈15.3%	11.3%	En línea
ROIC	18.0%promedio 5A ≈12.6%	≈12.6%	17.2%	En línea

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica	SAH	promedio 5A	Mediana de Pares	Veredicto
Deuda / Patrimonio (MRQ)	1.7promedio 5A ≈1.7	≈1.7	1.6	Deuda alta
Ratio corriente (MRQ)	1.0promedio 5A ≈1.1	≈1.1	1.1	Baja liquidez
Quick Ratio (Ratio Rápido)	0.2promedio 5A ≈0.3	≈0.3	0.3	Baja liquidez
Deuda a Largo Plazo / Patrimonio (MRQ)	1.5promedio 5A ≈1.6	≈1.6	1.5	En línea

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica	SAH	promedio 5A	Mediana de Pares	Veredicto
Revenue YoY (Ingresos interanuales)	6.5%promedio 5A ≈5.3%	≈5.3%	·	·
Revenue CAGR 3Y (Ingresos CAGR 3A)	2.7%promedio 5A ≈7.0%	≈7.0%	·	·
Revenue CAGR 5Y (Ingresos CAGR 5A)	9.2%	·	·	·
EPS YoY (EPS interanual)	-44.7%promedio 5A ≈7.6%	≈7.6%	·	·
Net Income YoY (Beneficio Neto interanual)	-45.1%promedio 5A ≈0.72%	≈0.72%	·	·
EPS CAGR 3Y (CAGR BPA 3A)	15.3%	·	·	·
Net Income CAGR 3Y (CAGR Beneficio Neto 3A)	10.3%	·	·	·

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica	SAH	promedio 5A	Mediana de Pares	Veredicto
EPS (Diluted) (BPA (Diluido))	$3.42promedio 5A ≈$4.20	≈$4.20	·	·
Revenue / Share (Ingresos / Acción)	$436.70promedio 5A ≈$399.03	≈$399.03	·	·
Cash Flow / Share (Flujo de Caja / Acción)	$16.35promedio 5A ≈$7.32	≈$7.32	·	·

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica	SAH	promedio 5A	Mediana de Pares	Veredicto
Asset Turnover (Rotación de Activos)	2.6promedio 5A ≈2.7	≈2.7	1.9	De primer nivel
Inventory Turnover (Rotación de Inventario)	6.4promedio 5A ≈7.8	≈7.8	6.9	Débil
Receivables Turnover (Rotación de Cuentas por Cobrar)	31.4promedio 5A ≈30.2	≈30.2	40.7	Débil
Revenue / Employee (Ingresos / Empleado)	≈$1.4M	·	·	·

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13

Ratio de Pago-41.1%

Pago anualizado≈$1.64Pago trimestral

CAGR de Dividendos a 5 años≈29.6%Por acción, ajustado por splits

Racha de Crecimiento≈5Años consecutivos de crecimiento de dividendos

Fecha ex-dividendo	Monto	Moneda	Rendimiento
Sep 15, 2026	$0,41	USD	≈2.1%
Jun 15, 2026	$0,41	USD	≈1.9%
Mar 13, 2026	$0,38	USD	≈2.5%
Dic 15, 2025	$0,38	USD	≈2.2%
Sep 15, 2025	$0,38	USD	≈1.8%
Jun 13, 2025	$0,35	USD	≈1.8%
Mar 14, 2025	$0,35	USD	≈2.2%
Dic 13, 2024	$0,35	USD	≈1.9%
Sep 13, 2024	$0,30	USD	≈2.1%
Jun 14, 2024	$0,30	USD	≈2.1%
Mar 14, 2024	$0,30	USD	≈2.3%
Dic 14, 2023	$0,30	USD	≈2.1%
Sep 14, 2023	$0,29	USD	≈2.1%
Jun 14, 2023	$0,29	USD	≈2.5%
Mar 14, 2023	$0,28	USD	≈2.0%
Dic 14, 2022	$0,28	USD	≈2.1%
Sep 14, 2022	$0,25	USD	≈1.9%
Jun 14, 2022	$0,25	USD	≈1.9%
Mar 14, 2022	$0,25	USD	≈1.3%
Dic 14, 2021	$0,12	USD	≈0.97%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14

Tasa de Superación 75.0%

Sorpresa Media 9.1%

Próximo informe Oct 21, 2026

Período	Informe	EPS Actual	EPS est.	Sorpresa
30 de junio de 2026	Jul 22, 2026	$1.82	$1.76	3.4%
31 de marzo de 2026		$1.61	$1.41	14.9%
31 de diciembre de 2025		$1.52	$1.51	0.46%
30 de septiembre de 2025		$1.41	$1.74	-19.1%
30 de junio de 2025		$2.19	$1.64	33.2%
31 de marzo de 2025		$1.48	$1.46	1.5%
30 de junio de 2000		$0.58	$0.48	21.3%
31 de marzo de 2000		$0.39	$0.33	17.0%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15

Estado de resultados 15

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$15.15B	$14.22B	$14.37B	$14.00B	$12.40B	$9.77B	$10.45B	$9.95B	$9.87B	$9.73B	$9.62B	$9.20B
Cost of Revenue	$12.77B	$12.03B	$12.13B	$11.68B	$10.48B	$8.34B	$8.93B	$8.51B	$8.41B	$8.30B	$8.21B	$7.83B
Gross Profit	$2.38B	$2.19B	$2.25B	$2.32B	$1.91B	$1.42B	$1.52B	$1.45B	$1.46B	$1.43B	$1.41B	$1.37B
SG&A Expense	$1.68B	$1.58B	$1.60B	$1.56B	$1.27B	$1.03B	$1.10B	$1.15B	$1.15B	$1.11B	$1.11B	$1.07B
Operating Income	$368M	$462M	$424M	$314M	$538M	$34M	$308M	$178M	$212M	$233M	$217M	$234M
Interest Expense	·	·	·	·	·	·	·	$500.0K	$600.0K	$1M	$1M	$2M
Other Non-op	$100.0K	$-500.0K	$100.0K	$200.0K	$-16M	$100.0K	$-7M	$106.0K	$-15M	$125.0K	$99.0K	$97.0K
Pretax Income	$173M	$256M	$242M	$190M	$458M	$-35M	$200M	$75M	$108M	$155M	$145M	$162M
Income Tax	$-54M	$40M	$64M	$102M	$109M	$16M	$55M	$23M	$14M	$61M	$57M	$63M
Net Income	$119M	$216M	$178M	$88M	$349M	$-51M	$144M	$52M	$93M	$93M	$86M	$97M
EPS (Basic)	$3.49	$6.34	$5.09	$2.29	$8.43	$-1.21	$3.35	$1.21	$2.11	$2.04	$1.71	$1.86
EPS (Diluted)	$3.42	$6.18	$4.97	$2.23	$8.06	$-1.21	$3.30	$1.20	$2.09	$2.03	$1.70	$1.84
Shares (Basic)	34,000,000	34,100,000	35,000,000	38,700,000	41,400,000	42,500,000	43,016,000	42,708,000	43,997,000	45,637,000	50,489,000	52,065,000
Shares (Diluted)	34,700,000	35,000,000	35,900,000	39,700,000	43,300,000	42,500,000	43,710,000	42,950,000	44,358,000	45,948,000	50,883,000	52,563,000
EBITDA	$368M	$462M	$424M	$314M	$538M	$34M	$308M	$178M	$212M	$233M	$217M	$234M

Balance general 24

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$6M	$44M	$29M	$229M	$299M	$170M	$29M	$6M	$6M	$3M	$4M	$4M
Receivables	$469M	$496M	$528M	$462M	$401M	$372M	$433M	$438M	$482M	$430M	$379M	$372M
Inventory	$2.01B	$1.96B	$1.58B	$1.22B	$1.26B	$1.25B	$1.52B	$1.53B	$1.51B	$1.57B	$1.60B	$1.31B
Other Current Assets	$344M	$388M	$385M	$298M	$122M	$93M	$38M	$21M	$19M	$27M	$101M	$81M
Current Assets	$2.83B	$2.89B	$2.52B	$2.21B	$2.08B	$1.88B	$2.02B	$1.99B	$2.02B	$2.03B	$2.08B	$1.77B
PP&E (Net)	$1.56B	$1.61B	$1.60B	$1.56B	$1.46B	$1.12B	$1.10B	$1.18B	$1.15B	$1.01B	$887M	$799M
PP&E (Gross)	·	·	·	·	·	·	·	$1.76B	$1.68B	$1.46B	$1.27B	$1.12B
Accum. Depreciation	$1.09B	$1.00B	$928M	$843M	$746M	$673M	$617M	$576M	$527M	$450M	$380M	$317M
Goodwill	$422M	$358M	$254M	$231M	$416M	$214M	$476M	$510M	$526M	$472M	$471M	$476M
Intangibles	$454M	$430M	$417M	$397M	$480M	$64M	$64M	$70M	$75M	$80M	$81M	$84M
Other Non-current Assets	$92M	$73M	$113M	$98M	$62M	$74M	$44M	$46M	$51M	$45M	$40M	$40M
Total Assets	$5.97B	$5.90B	$5.36B	$4.98B	$4.98B	$3.75B	$4.07B	$3.80B	$3.82B	$3.64B	$3.56B	$3.17B
Accounts Payable	$151M	$172M	$150M	$138M	$133M	$105M	$135M	$114M	$130M	$118M	$131M	$132M
Current Liabilities	$2.60B	$2.64B	$2.29B	$1.85B	$1.89B	$1.83B	$2.07B	$1.95B	$1.95B	$1.94B	$1.91B	$1.65B
Capital Leases	$268M	$220M	$219M	$231M	$265M	$297M	$304M	$0	·	·	·	·
Deferred Tax	·	·	·	·	·	$345.0K	$9M	$33M	$52M	$76M	$73M	$58M
Other Non-current Liabilities	$114M	$120M	$90M	$106M	$96M	$89M	$74M	$76M	$62M	$61M	$64M	$69M
Long-term Debt	$1.62B	$1.59B	$1.68B	$1.75B	$1.56B	$720M	$707M	$945M	$1.02B	$883M	$815M	$759M
Total Debt	$1.62B	$1.59B	$1.68B	$1.75B	$1.56B	$720M	$707M	$945M	$1.02B	$883M	$815M	$773M
Retained Earnings	$1.48B	$1.41B	$1.24B	$1.10B	$1.05B	$722M	$790M	$671M	$625M	$541M	$457M	$376M
Treasury Stock	$1.32B	$1.24B	$1.20B	$1.03B	$765M	$672M	$600M	$598M	$574M	$536M	$436M	$402M
AOCI	$-700.0K	$4M	$2M	$2M	$-1M	$-4M	$-2M	$4M	$1M	$-2M	$-6M	$-6M
Stockholders' Equity	$1.07B	$1.06B	$892M	$895M	$1.08B	$815M	$945M	$823M	$787M	$725M	$729M	$667M
Liabilities + Equity	$5.97B	$5.90B	$5.36B	$4.98B	$4.98B	$3.75B	$4.07B	$3.80B	$3.82B	$3.64B	$3.56B	$3.17B

Flujo de Efectivo 17

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$163M	$150M	$142M	$128M	$101M	$91M	$93M	$94M	$89M	$77M	$69M	$58M
Stock-based Comp	$23M	$24M	$23M	$20M	$15M	$12M	$11M	$12M	$11M	$11M	$10M	$8M
Deferred Tax	$-26M	$-29M	$-19M	$-13M	$12M	$-34M	$-21M	$-21M	$-28M	$14M	$16M	$28M
Amort. of Intangibles	·	·	·	·	·	·	·	$600.0K	$600.0K	$600.0K	$600.0K	$1M
Operating Cash Flow	$567M	$109M	$-16M	$406M	$306M	$281M	$171M	$144M	$163M	$216M	$70M	$161M
CapEx	$-150M	$-187M	$-204M	$-227M	$-298M	$127M	$126M	$164M	$234M	$206M	$173M	$146M
Investing Cash Flow	$-499M	$-178M	$-219M	$-300M	$-1.30B	$-100M	$137M	$-15M	$-272M	$-221M	$-164M	$-108M
Debt Issued	$149M	$78M	$0	$327M	$1.17B	$58M	$109M	$21M	$302M	$103M	$69M	$44M
Net Debt Issued	$276M	$243M	$80M	$194M	$1.11B	$13M	$69M	$-24M	$266M	$72M	$50M	$-19M
Stock Repurchased	$-82M	$-34M	$-178M	$-262M	$-93M	$72M	$2M	$24M	$37M	$100M	$34M	$53M
Net Stock Activity	$82M	$34M	$178M	$-262M	$-93M	$-72M	$-2M	$-24M	$-37M	$-100M	$-34M	$-53M
Dividends Paid	$-49M	$-41M	$-40M	$-34M	$-18M	$17M	$16M	$10M	$9M	$9M	$5M	$5M
Financing Cash Flow	$-106M	$84M	$34M	$-177M	$1.12B	$-40M	$-284M	$-129M	$112M	$4M	$94M	$-52M
Net Change in Cash	$-38M	$15M	$-200M	$-70M	$129M	$141M	$23M	$-498.0K	$3M	$-517.0K	$-557.0K	$1M
Taxes Paid	$101M	$36M	$86M	$126M	$99M	$57M	$73M	$35M	$43M	$28M	$38M	$51M
Free Cash Flow	$717M	$296M	$188M	$179M	$8M	$154M	$45M	$-20M	$-71M	$10M	$-104M	$14M
Levered FCF	·	·	·	·	·	·	·	$-20M	$-72M	$10M	$-105M	$13M

Rentabilidad 8

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	15.7%	15.4%	15.6%	16.6%	15.4%	14.6%	·	14.5%	14.8%	14.7%	14.7%	14.8%
Operating Margin	2.4%	3.2%	2.9%	2.2%	4.3%	0.35%	·	1.8%	2.1%	2.4%	2.3%	2.5%
Net Margin	0.78%	1.5%	1.2%	0.63%	2.8%	-0.53%	·	0.52%	0.94%	0.96%	0.90%	1.1%
Pretax Margin	1.1%	1.8%	1.7%	1.4%	3.7%	-0.36%	·	0.76%	1.1%	1.6%	1.5%	1.8%
EBITDA Margin	2.4%	3.2%	2.9%	2.2%	4.3%	0.35%	·	1.8%	2.1%	2.4%	2.3%	2.5%
ROA	2.0%	3.8%	3.5%	1.8%	8.0%	-1.3%	3.7%	1.4%	2.5%	2.6%	2.6%	3.1%
ROE	11.3%	20.8%	20.4%	8.8%	33.5%	-6.5%	15.6%	6.3%	12.3%	12.8%	12.4%	15.2%
ROIC	18.0%	14.7%	12.2%	5.5%	15.5%	3.2%	13.5%	7.0%	10.2%	8.8%	8.5%	9.9%

Liquidez y Solvencia 5

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.1	1.1	1.1	1.2	1.1	1.0	1.0	1.0	1.0	1.0	1.1	1.1
Quick Ratio	0.2	0.2	0.2	0.4	0.4	0.3	0.2	0.2	0.2	0.2	0.2	0.2
Debt / Equity	1.5	1.5	1.9	2.0	1.5	0.9	0.7	1.1	1.3	1.2	1.1	1.2
LT Debt / Equity	1.5	1.4	1.8	1.9	1.4	0.8	0.7	1.1	1.2	1.2	1.1	1.1
Interest Coverage	·	·	·	·	·	·	·	355.3	352.6	232.9	155.2	116.8

Eficiencia 3

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	2.6	2.5	2.8	2.8	2.8	2.5	·	2.6	2.6	2.7	2.9	3.0
Inventory Turnover	6.4	6.8	8.7	9.4	8.4	6.0	5.9	5.6	5.5	5.2	5.6	6.0
Receivables Turnover	31.4	27.8	29.0	32.4	32.1	24.3	·	21.5	21.6	24.1	25.6	25.3

Por Acción 4

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue / Share	$436.70	$406.41	$400.35	$352.67	$286.42	$229.90	·	$231.70	$222.44	$211.80	$189.15	$174.97
Cash Flow / Share	$16.35	$3.12	$-0.44	$10.23	$7.08	$6.62	$3.91	$3.35	$3.67	$4.71	$1.37	$3.06
Dividend / Share	·	·	·	·	·	·	·	$0.24	$0.20	$0.20	$0.11	$0.10
EPS (TTM)	$3.42	$6.18	$4.97	$2.23	$8.06	$-1.21	$3.30	$1.20	$2.09	$2.03	$1.70	$1.84

Tasas de Crecimiento 7

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	6.5%	-1.0%	2.6%	12.9%	26.9%	·	·	·	·	·	·	·
Revenue CAGR 3Y	2.7%	4.7%	13.7%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	9.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-44.7%	24.3%	122.9%	-72.3%	·	·	·	·	·	·	·	·
EPS CAGR 3Y	15.3%	-8.5%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-45.1%	21.2%	101.4%	-74.6%	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	10.3%	-14.8%	·	·	·	·	·	·	·	·	·	·

Valoración (TTM) 6

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$15.15B	$14.22B	$14.37B	$14.00B	$12.40B	$9.77B	$10.45B	$9.95B	$9.87B	$9.73B	$9.62B	$9.20B
Net Income TTM	$119M	$216M	$178M	$88M	$349M	$-51M	$144M	$52M	$93M	$93M	$86M	$97M
P/E	18.1	10.3	11.3	22.1	6.1	-31.9	9.4	11.5	8.8	11.3	13.4	14.7
Earnings Yield	5.5%	9.8%	8.8%	4.5%	16.3%	-3.1%	10.7%	8.7%	11.3%	8.9%	7.5%	6.8%
Payout Ratio	-41.1%	-18.9%	-22.4%	39.0%	5.2%	-33.3%	10.8%	19.0%	9.5%	9.3%	5.9%	5.4%
Annual Payout	$-49M	$-41M	$-40M	$-34M	$-18M	$17M	$16M	$10M	$9M	$9M	$5M	$5M

Estado de resultados 14

Métrica	Q2 2026	Q4 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	$3.93B	·	$3.69B	$3.87B	$3.97B	$3.66B	$3.65B	$3.90B	$3.49B	$3.45B	$3.38B	$3.58B	$3.64B	$3.65B	$3.49B	$3.59B
Cost of Revenue	$3.32B	·	$3.09B	$3.27B	$3.36B	$3.06B	$3.08B	$3.32B	$2.95B	$2.91B	$2.85B	$3.04B	$3.06B	$3.08B	$2.94B	$3.01B
Gross Profit	$616M	·	$599M	$599M	$616M	$602M	$566M	$574M	$544M	$539M	$536M	$541M	$582M	$569M	$554M	$576M
SG&A Expense	$445M	·	$427M	$434M	$452M	$413M	$380M	$400M	$392M	$393M	$392M	$386M	$410M	$392M	$413M	$366M
Operating Income	$132M	·	$133M	$123M	$123M	$-23M	$145M	$134M	$114M	$108M	$107M	$102M	$137M	$78M	$106M	$-144M
Other Non-op	$0	·	$100.0K	$300.0K	$-100.0K	$-100.0K	$0	$-100.0K	$0	$-500.0K	$100.0K	$-400.0K	$200.0K	$100.0K	$200.0K	$100.0K
Pretax Income	$80M	·	$85M	$73M	$71M	$-69M	$97M	$82M	$61M	$56M	$58M	$55M	$91M	$32M	$64M	$-182M
Income Tax	$23M	·	$24M	$-82M	$24M	$-24M	$27M	$24M	$-13M	$14M	$16M	$16M	$23M	$9M	$16M	$8M
Net Income	$57M	·	$61M	$47M	$47M	$-46M	$71M	$59M	$74M	$41M	$42M	$39M	$68M	$23M	$48M	$-191M
EPS (Basic)	$1.82	·	$1.81	$1.37	$1.37	$-1.34	$2.09	$1.71	$2.18	$1.21	$1.24	$1.14	$1.96	$0.66	$1.33	$-4.80
EPS (Diluted)	$1.79	·	$1.79	$1.39	$1.33	$-1.34	$2.04	$1.67	$2.13	$1.18	$1.20	$1.11	$1.92	$0.65	$1.29	$-4.67
Shares (Basic)	31,600,000	·	33,600,000	·	34,200,000	34,100,000	33,900,000	·	34,000,000	34,000,000	34,000,000	·	34,900,000	35,300,000	35,900,000	·
Shares (Diluted)	32,100,000	·	34,000,000	·	35,100,000	34,100,000	34,600,000	·	34,900,000	34,900,000	34,900,000	·	35,600,000	36,000,000	36,900,000	·
EBITDA	$132M	·	·	·	$123M	$-23M	$145M	·	$152M	$145M	$143M	·	$173M	$114M	$141M	·

Balance general 22

Métrica	Q2 2026	Q4 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	$19M	·	·	$6M	$89M	$110M	$65M	$44M	$18M	$67M	$15M	$29M	$35M	$120M	$160M	$229M
Receivables	$426M	·	·	$469M	$446M	$398M	$515M	$496M	$437M	$441M	$421M	·	$432M	$401M	$375M	·
Inventory	$2.32B	·	·	$2.01B	$2.06B	$2.12B	$1.88B	$1.96B	$1.92B	$1.95B	$1.70B	·	$1.43B	$1.45B	$1.46B	·
Other Current Assets	$330M	·	·	$344M	$216M	$149M	$412M	$388M	$438M	$456M	$375M	·	$342M	$328M	$304M	·
Current Assets	$3.10B	·	·	$2.83B	$2.81B	$2.78B	$2.87B	$2.89B	$2.81B	$2.92B	$2.51B	·	$2.24B	$2.30B	$2.30B	·
PP&E (Net)	$1.67B	·	·	$1.56B	$1.59B	$1.62B	$1.62B	$1.61B	$1.60B	$1.59B	$1.60B	·	$1.60B	$1.56B	$1.59B	·
Accum. Depreciation	$1.14B	·	·	$1.09B	$1.08B	$1.05B	$1.04B	$1.00B	$969M	$939M	$929M	·	$908M	$886M	$872M	·
Goodwill	$432M	·	·	$422M	$623M	$574M	$358M	$358M	$347M	$254M	$254M	$254M	$244M	$242M	$244M	$231M
Intangibles	$437M	·	·	$454M	$252M	$256M	$430M	$430M	$417M	$417M	$417M	·	$417M	$417M	$419M	·
Other Non-current Assets	$141M	·	·	$92M	$139M	$123M	$74M	$73M	$80M	$122M	$113M	·	$101M	$100M	$99M	·
Total Assets	$6.38B	·	·	$5.97B	$6.02B	$5.93B	$5.88B	$5.90B	$5.76B	$5.80B	$5.41B	·	$5.05B	$5.08B	$5.15B	·
Accounts Payable	$156M	·	·	$151M	$215M	$173M	$180M	$172M	$148M	$220M	$144M	·	$143M	$131M	$149M	·
Current Liabilities	$3.06B	·	·	$2.60B	$2.76B	$2.71B	$2.63B	$2.64B	$2.54B	$2.65B	$2.30B	·	$2.01B	$2.00B	$2.06B	·
Capital Leases	$251M	·	·	$268M	$274M	$239M	$216M	$220M	$201M	$196M	$204M	·	$176M	$189M	$210M	·
Other Non-current Liabilities	$114M	·	·	$114M	$124M	$122M	$116M	$120M	$107M	$87M	$89M	·	$108M	$110M	$115M	·
Long-term Debt	$1.76B	·	·	$1.62B	$1.49B	$1.52B	$1.57B	$1.59B	$1.70B	$1.71B	$1.65B	·	$1.68B	$1.69B	$1.73B	·
Total Debt	$1.76B	·	·	·	$1.49B	$1.52B	$1.57B	·	$1.70B	$1.71B	$1.65B	·	$1.68B	$1.69B	$1.73B	·
Retained Earnings	$1.57B	·	·	$1.48B	$1.45B	$1.41B	$1.47B	$1.41B	$1.37B	$1.30B	$1.27B	·	$1.21B	$1.15B	$1.14B	·
Treasury Stock	$1.46B	·	·	$1.32B	$1.28B	$1.28B	$1.27B	$1.24B	$1.23B	$1.23B	$1.23B	·	$1.20B	$1.12B	$1.12B	·
AOCI	$-300.0K	·	·	$-700.0K	$2M	$2M	$3M	$4M	$2M	$2M	$2M	·	$3M	$2M	$2M	·
Stockholders' Equity	$1.03B	·	·	$1.07B	$1.07B	$1.03B	$1.09B	$1.06B	$1.01B	$945M	$904M	$892M	$858M	$877M	$855M	$895M
Liabilities + Equity	$6.38B	·	·	$5.97B	$6.02B	$5.93B	$5.88B	$5.90B	$5.76B	$5.80B	$5.41B	·	$5.05B	$5.08B	$5.15B	·

Flujo de Efectivo 16

Métrica	Q2 2026	Q4 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	$40M	·	$39M	$42M	$41M	$40M	$40M	$39M	$38M	$37M	$36M	$37M	$35M	$36M	$34M	$34M
Stock-based Comp	$6M	·	$5M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$7M	$6M	$7M	$5M	$5M	$4M
Deferred Tax	$-4M	·	$-4M	$33M	$-4M	$-52M	$-4M	$-18M	$-4M	$-4M	$-4M	$-8M	$-4M	$-3M	$-3M	$-2M
Other Non-cash	·	·	·	·	·	·	·	·	·	·	$-11M	·	·	·	$-118M	·
Operating Cash Flow	$-100M	·	$36M	$67M	$168M	$137M	$196M	$88M	$88M	$-136M	$70M	$-120M	$123M	$15M	$-34M	$-239M
CapEx	$118M	·	$37M	$-262M	$34M	$34M	$45M	$-333M	$53M	$49M	$44M	$-357M	$78M	$38M	$37M	$-425M
Investing Cash Flow	$-182M	·	$22M	$-5M	$-72M	$-386M	$-36M	$-91M	$-25M	$-22M	$-39M	$-47M	$-78M	$14M	$-108M	$-24M
Debt Issued	$40M	·	$150M	$149M	$0	$0	$0	$0	$0	·	·	$0	$0	·	·	$327M
Net Debt Issued	·	·	·	·	·	·	$-18M	·	·	·	$-22M	·	·	·	$-20M	·
Stock Repurchased	$6M	·	$136M	$-126M	$0	$9M	$35M	$-62M	$0	$100.0K	$27M	$-355M	$87M	$0	$91M	$-507M
Net Stock Activity	·	·	·	·	·	·	$-35M	·	·	·	$-27M	·	·	·	$-91M	·
Dividends Paid	$12M	·	$13M	$-85M	$12M	$12M	$12M	$-71M	$10M	$10M	$10M	$-70M	$10M	$10M	$10M	$-60M
Financing Cash Flow	$296M	·	$-58M	$-145M	$-116M	$295M	$-140M	$30M	$-112M	$211M	$-44M	$162M	$-130M	$-70M	$72M	$353M
Net Change in Cash	$14M	·	$-600.0K	$-83M	$-21M	$46M	$21M	$26M	$-50M	$52M	$-14M	$-6M	$-85M	$-40M	$-69M	$90M
Taxes Paid	$52M	·	$0	$11M	$81M	$7M	$700.0K	$-16M	$11M	$40M	$-200.0K	$13M	$27M	$47M	$-400.0K	$31M
Free Cash Flow	·	·	·	·	·	·	$151M	·	·	·	$26M	·	·	·	$-71M	·

Rentabilidad 8

Métrica	Q2 2026	Q4 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	15.7%	·	·	·	15.5%	16.5%	15.5%	·	15.6%	15.6%	15.8%	·	16.0%	15.6%	15.8%	·
Operating Margin	3.4%	·	·	·	3.1%	-0.64%	4.0%	·	3.2%	3.1%	3.1%	·	3.8%	2.1%	3.0%	·
Net Margin	1.5%	·	·	·	1.2%	-1.2%	1.9%	·	2.1%	1.2%	1.2%	·	1.9%	0.64%	1.4%	·
Pretax Margin	2.0%	·	·	·	1.8%	-1.9%	2.7%	·	1.7%	1.6%	1.7%	·	2.5%	0.89%	1.8%	·
EBITDA Margin	3.4%	·	·	·	3.1%	-0.64%	4.0%	·	4.3%	4.2%	4.2%	·	4.7%	3.1%	4.0%	·
ROA	0.93%	·	·	·	0.79%	-0.78%	1.2%	·	1.4%	0.76%	0.80%	·	1.4%	0.46%	0.94%	·
ROE	5.6%	·	·	·	4.5%	-4.6%	7.1%	·	7.9%	4.5%	4.8%	·	7.0%	2.3%	4.8%	·
ROIC	3.4%	·	·	·	3.1%	-0.60%	4.0%	·	5.1%	3.0%	3.0%	·	4.1%	2.2%	3.1%	·

Liquidez y Solvencia 4

Métrica	Q2 2026	Q4 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	1.0	·	·	·	1.0	1.0	1.1	·	1.1	1.1	1.1	·	1.1	1.1	1.1	·
Quick Ratio	0.1	·	·	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.3	0.3	·
Debt / Equity	1.7	·	·	·	1.4	1.5	1.4	·	1.7	1.8	1.8	·	2.0	1.9	2.0	·
LT Debt / Equity	1.5	·	·	·	1.3	1.4	1.4	·	1.6	1.7	1.8	·	1.9	1.9	1.9	·

Eficiencia 3

Métrica	Q2 2026	Q4 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	0.6	·	·	·	0.7	0.6	0.6	·	0.6	0.6	0.6	·	0.7	0.7	0.7	·
Inventory Turnover	1.5	·	·	·	1.7	1.5	1.7	·	1.8	1.7	1.8	·	2.3	2.3	2.2	·
Receivables Turnover	9.6	·	·	·	9.0	8.7	7.8	·	8.0	8.2	8.5	·	9.2	9.8	9.6	·

Por Acción 3

Métrica	Q2 2026	Q4 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 / Share	$122.55	·	·	·	$113.21	$107.25	$105.53	·	$100.04	$98.94	$96.96	·	$102.35	$101.47	$94.61	·
Cash Flow / Share	·	·	·	·	·	·	$5.66	·	·	·	$2.01	·	·	·	$-0.92	·
EPS (TTM)	$6.30	$3.82	$3.17	·	$3.70	$4.50	$7.02	·	$5.62	$5.41	$4.88	·	$-0.81	$-0.50	$1.19	·

Valoración (TTM) 6

Métrica	Q2 2026	Q4 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	$15.47B	$14.97B	$15.19B	·	$15.18B	$14.70B	$14.49B	·	$13.91B	$14.07B	$14.27B	·	$14.38B	$14.18B	$14.04B	·
Net Income TTM	$212M	$133M	$109M	·	$130M	$158M	$245M	·	$196M	$190M	$172M	·	$-51M	$-32M	$39M	·
P/E	13.5	20.6	21.6	·	20.6	17.8	8.1	·	10.4	10.1	11.7	·	-59.0	-95.3	45.7	·
Earnings Yield	7.4%	4.9%	4.6%	·	4.9%	5.6%	12.3%	·	9.6%	9.9%	8.6%	·	-1.7%	-1.1%	2.2%	·
Payout Ratio	·	·	·	·	·	·	16.9%	·	·	·	24.3%	·	·	·	21.4%	·
Annual Payout	$-47M	·	$-48M	·	$-36M	$-37M	$-39M	·	$-40M	$-40M	$-40M	·	$-30M	$-29M	$-29M	·

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16

Métrica	2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31
Ingresos	·	$15.15B	$14.22B	$14.37B	$14.00B
Margen Bruto %	·	15.7%	15.4%	15.6%	16.6%
Margen Operativo %	·	2.4%	3.2%	2.9%	2.2%
Beneficio neto	·	$119M	$216M	$178M	$88M
EPS Diluido	·	$3.42	$6.18	$4.97	$2.23

Métrica	2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31
Deuda / Patrimonio	·	1.5	1.5	1.9	2.0
Ratio corriente	·	1.1	1.1	1.1	1.2
Ratio Rápido	·	0.2	0.2	0.2	0.4

Métrica	2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31
Flujo de caja libre	·	$717M	$296M	$188M	$179M

Propietarios institucionales (13F) 255 declarantes · $1.3B total · A fecha de 30 de junio de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 255

Valor en tenencia $1.3B

Nuevas posiciones 40

Posiciones cerradas 22

Actividad institucional — Q2 2026 vs trimestre anterior

Nuevas posiciones	Posiciones cerradas	Aumentado	Disminuido	Cambio neto de acciones
40 (-5 vs trimestre anterior)	22 (-12 vs trimestre anterior)	80 (+8 vs trimestre anterior)	79 (+8 vs trimestre anterior)	+770K

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.	$204 022 553	2 406 210	15,95%	Acciones
DIMENSIONAL FUND ADVISORS LP	$113 111 805	1 334 018	8,84%	Acciones
VANGUARD GROUP INC	$100 873 370	1 630 672	7,88%	Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC	$64 513 574	760 863	5,04%	Acciones
STATE STREET CORP	$54 062 519	634 362	4,23%	Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$49 900 000	588 516	3,90%	Acciones
VANGUARD CAPITAL MANAGEMENT LLC	$45 454 054	536 078	3,55%	Acciones
WESTWOOD HOLDINGS GROUP INC	$41 963 164	494 907	3,28%	Acciones
Invesco Ltd.	$32 924 296	388 304	2,57%	Acciones
Nuveen, LLC	$32 740 472	386 136	2,56%	Acciones
AMERICAN CENTURY COMPANIES INC	$31 108 853	366 892	2,43%	Acciones
GEODE CAPITAL MANAGEMENT, LLC	$27 575 901	325 171	2,16%	Acciones
JPMORGAN CHASE & CO	$25 005 337	294 753	1,95%	Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$23 533 210	277 547	1,84%	Acciones
MORGAN STANLEY	$23 184 398	273 431	1,81%	Acciones
NORTHERN TRUST CORP	$19 861 379	234 242	1,55%	Acciones
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$18 973 967	223 776	1,48%	Acciones
D. E. Shaw & Co., Inc.	$17 363 211	204 779	1,36%	Acciones
TWO SIGMA INVESTMENTS, LP	$16 652 926	196 402	1,30%	Acciones
GOLDMAN SACHS GROUP INC	$16 552 282	195 215	1,29%	Acciones
Bank of New York Mellon Corp	$16 342 478	192 741	1,28%	Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$15 523 014	183 076	1,21%	Acciones
Empowered Funds, LLC	$13 258 697	156 371	1,04%	Acciones
HEARTLAND ADVISORS INC	$12 514 834	147 598	0,98%	Acciones
BANK OF AMERICA CORP /DE/	$11 090 666	130 802	0,87%	Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC	$10 320 808	121 722	0,81%	Acciones
UBS Group AG	$9 640 199	113 695	0,75%	Acciones
VICTORY CAPITAL MANAGEMENT INC	$8 872 510	104 641	0,69%	Acciones
FRANKLIN RESOURCES INC	$8 400 739	99 077	0,66%	Acciones
VANGUARD FIDUCIARY TRUST CO	$7 398 351	87 255	0,58%	Acciones
PDT Partners, LLC	$7 162 550	84 474	0,56%	Acciones
Phocas Financial Corp.	$7 066 568	83 342	0,55%	Acciones
ProShare Advisors LLC	$6 857 137	80 872	0,54%	Acciones
PRINCIPAL FINANCIAL GROUP INC	$6 708 838	79 123	0,52%	Acciones
TWO SIGMA ADVISERS, LP	$6 408 696	103 600	0,50%	Acciones
Man Group plc	$5 944 457	70 108	0,46%	Acciones
BNP PARIBAS FINANCIAL MARKETS	$5 684 406	67 041	0,44%	Acciones
Brandywine Global Investment Management, LLC	$5 434 154	87 846	0,42%	Acciones
Cubist Systematic Strategies, LLC	$5 151 973	67 708	0,40%	Acciones
DENALI ADVISORS LLC	$4 799 114	56 600	0,38%	Acciones
Public Sector Pension Investment Board	$4 780 799	56 384	0,37%	Acciones
Susquehanna Portfolio Strategies, LLC	$4 633 180	54 643	0,36%	Acciones
Squarepoint Ops LLC	$4 568 909	53 885	0,36%	Acciones
AMERIPRISE FINANCIAL INC	$4 195 652	49 477	0,33%	Acciones
MARTINGALE ASSET MANAGEMENT L P	$4 111 637	48 492	0,32%	Acciones
MILLENNIUM MANAGEMENT LLC	$3 832 423	45 199	0,30%	Acciones
Teewinot Capital Advisers, L.L.C.	$3 328 855	39 260	0,26%	Acciones
FMR LLC	$3 319 201	39 146	0,26%	Acciones
FIRST TRUST ADVISORS LP	$3 296 211	38 875	0,26%	Acciones
RHUMBLINE ADVISERS	$3 042 668	35 885	0,24%	Acciones

Mostrar todos los 255 propietarios institucionales →

Activistas y propietarios del %+ 5 4 tenencias

18

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
OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones	17 de junio de 2026	42,30%	Enmienda	Inversión pasiva	SEC
Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones	9 de octubre de 2018	·	Presentación inicial	·	SEC
O. Bruton Smith, Sonic Financial Corporation	10 de enero de 2013	·	Presentación inicial	·	SEC
Paul P. Rusnak ×2 presentaciones	26 de mayo de 2010	·	Presentación inicial	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 28 insiders · 9 directivos · 21 consejeros

19

Insider	Rol	Última actividad	Acciones en propiedad	Compras 12m	Ventas 12m	Neto 12m
David Bruton Smith	Chairman and CEO	6 de mayo de 2026 A	532 000	0	0	$0
Heath Byrd	EVP and CFO	2 de junio de 2026 S	133 952	0	2	$-1 239 895
David P Cosper	Vice Chairman and CFO	22 de marzo de 2013 D	171 984	0	0	$0
Lee E Wyatt	Executive VP, CFO & Treasurer	21 de abril de 2005 A	50 000	0	0	$0
Jeff Dyke	President	10 de junio de 2026 S	543 668	0	3	$-8 408 160
Theodore M Wright	President	19 de febrero de 2004 A	124 075	0	0	$0
Bruton O Smith	Executive Chairman	31 de marzo de 2022 F	973 670	0	0	$0
Mark J Iuppenlatz	Exec VP of Corp Development	19 de marzo de 2007 A	58 350	0	0	$0
Greg Young	VP & Chief Accounting Officer	17 de marzo de 2006 M	1 200	0	0	$0
Michael Edward Hodge	Consejero	30 de abril de 2026 A	21 415	0	0	$0
Keri A Kaiser	Consejero	30 de abril de 2026 A	25 470	0	0	$0
Eugene R Taylor	Consejero	30 de abril de 2026 A	63 926	0	0	$0
Marcus G Smith	Consejero	30 de abril de 2026 A	104 494	0	0	$0
William I Belk	Consejero	30 de abril de 2026 A	107 168	0	0	$0
Bryan Scott Smith	Consejero	30 de abril de 2026 A	401 830	0	0	$0
William R Brooks	Consejero	30 de abril de 2026 A	117 898	0	0	$0
John W. Harris III	Consejero	16 de mayo de 2023 A	52 081	0	0	$0
Victor H Doolan	Consejero	29 de abril de 2021 A	34 993	0	0	$0
Robert H Heller	Consejero	29 de abril de 2021 A	95 578	0	0	$0
Bernard Clinton Byrd Jr	Consejero	15 de abril de 2015 A	9 456	0	0	$0
Robert L Rewey	Consejero	17 de abril de 2014 A	47 142	0	0	$0
David C Vorhoff	Consejero	18 de abril de 2013 A	35 046	0	0	$0
Jeffrey C Rachor	Consejero	19 de mayo de 2008 D	2 459	0	0	$0
William P Benton	Consejero	25 de abril de 2008 A	12 423	0	0	$0
Thomas P Capo	Consejero	22 de abril de 2005 A	2 745	0	0	$0
Maryann Keller	Consejero	31 de marzo de 2004 A	·	0	0	$0
Rusnak Paul P.	Propietario del 10%	17 de febrero de 2026 P	5 100 000	6	0	$5 994 472
Sonic Financial Corporation	Propietario del 10%	27 de septiembre de 2018 P	·	0	0	$0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 54 ETFs

20

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
RETL · Direxion Shares ETF Trust	1,04%	3 171 NS	31 de julio de 2026	N-PORT
XSVM · Invesco Exchange-Traded Fund Trust	0,94%	89 975 SH	1 de octubre de 2026	Diario
RWJ · Invesco Exchange-Traded Fund Trust …	0,81%	256 902 SH	1 de octubre de 2026	Diario
RZV · Invesco Exchange-Traded Fund Trust	0,55%	25 167 SH	1 de octubre de 2026	Diario
ESSC · Strategy Shares	0,42%	1 665 NS	31 de julio de 2026	N-PORT
PSCD · Invesco Exchange-Traded Fund Trust …	0,33%	1 204 SH	1 de octubre de 2026	Diario
EBIT · Harbor ETF Trust	0,23%	297 NS	31 de julio de 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,14%	20 576 NS	31 de julio de 2026	N-PORT
FYT · First Trust Exchange-Traded AlphaDE…	0,13%	2 765 NS	31 de julio de 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,12%	27 830 SH	19 de agosto de 2026	Diario
DFSV · Dimensional ETF Trust	0,10%	91 233 NS	31 de julio de 2026	N-PORT
DFAT · Dimensional ETF Trust	0,10%	158 315 NS	31 de julio de 2026	N-PORT
VFMF · VANGUARD WELLINGTON FUND	0,09%	7 780 SH	19 de agosto de 2026	Diario
FDIS · FIDELITY COVINGTON TRUST	0,07%	13 623 NS	31 de julio de 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,07%	31 804 SH	1 de octubre de 2026	Diario
VCR · VANGUARD WORLD FUND	0,07%	54 698 SH	19 de agosto de 2026	Diario
VIOO · VANGUARD ADMIRAL FUNDS	0,06%	45 765 SH	19 de agosto de 2026	Diario
BKSE · BNY Mellon ETF Trust	0,06%	527 NS	31 de julio de 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,05%	2 043 SH	1 de octubre de 2026	Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,04%	3 351 NS	31 de julio de 2026	N-PORT
DFAS · Dimensional ETF Trust	0,04%	69 794 NS	31 de julio de 2026	N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS	0,04%	6 482 SH	19 de agosto de 2026	Diario
RSSL · Global X Funds	0,04%	5 839 NS	31 de julio de 2026	N-PORT
IWM · iShares Trust	0,03%	313 047 SH	11 de septiembre de 2026	Diario
VFVA · VANGUARD WELLINGTON FUND	0,03%	2 851 SH	19 de agosto de 2026	Diario
VTWO · VANGUARD SCOTTSDALE FUNDS	0,03%	70 132 SH	19 de agosto de 2026	Diario
PKW · Invesco Exchange-Traded Fund Trust	0,03%	7 868 SH	1 de octubre de 2026	Diario
FAB · First Trust Exchange-Traded AlphaDE…	0,03%	478 NS	31 de julio de 2026	N-PORT
IWO · iShares Trust	0,02%	44 949 SH	11 de septiembre de 2026	Diario
VBR · VANGUARD INDEX FUNDS	0,02%	171 124 SH	19 de agosto de 2026	Diario
VTWG · VANGUARD SCOTTSDALE FUNDS	0,02%	5 116 SH	19 de agosto de 2026	Diario
TILT · FlexShares Trust	0,01%	3 160 NS	31 de julio de 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,01%	506 SH	1 de octubre de 2026	Diario
DFUV · Dimensional ETF Trust	0,01%	17 440 NS	31 de julio de 2026	N-PORT
WSML · iShares Trust	0,01%	899 SH	11 de septiembre de 2026	Diario
VXF · VANGUARD INDEX FUNDS	0,01%	150 697 SH	19 de agosto de 2026	Diario
VB · VANGUARD INDEX FUNDS	0,01%	268 662 SH	19 de agosto de 2026	Diario
DFAC · Dimensional ETF Trust	0,01%	52 505 NS	31 de julio de 2026	N-PORT
DXUV · Dimensional ETF Trust	0,01%	598 NS	31 de julio de 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	2 177 NS	31 de julio de 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2 012 NS	31 de julio de 2026	N-PORT
DFAU · Dimensional ETF Trust	0,00%	5 833 NS	31 de julio de 2026	N-PORT
NEAR · iShares U.S. ETF Trust	0,00%	100 000 SH	9 de septiembre de 2026	Diario
ITOT · iShares Trust	0,00%	21 850 SH	11 de septiembre de 2026	Diario
DFUS · Dimensional ETF Trust	0,00%	4 004 NS	31 de julio de 2026	N-PORT
IWV · iShares Trust	0,00%	3 439 SH	9 de septiembre de 2026	Diario
VTI · VANGUARD INDEX FUNDS	0,00%	372 512 SH	19 de agosto de 2026	Diario
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	1 024 SH	19 de agosto de 2026	Diario
IJR · iShares Trust	·	799 066 SH	10 de septiembre de 2026	Diario
IJS · iShares Trust	·	116 534 SH	8 de septiembre de 2026	Diario
IWN · iShares Trust	·	71 801 SH	11 de septiembre de 2026	Diario
XJR · iShares Trust	·	1 813 SH	31 de agosto de 2026	Diario
ISCB · iShares Trust	·	546 SH	11 de septiembre de 2026	Diario
ISCV · iShares Trust	·	2 680 SH	11 de septiembre de 2026	Diario

SAH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21

calificación · 17 analistas COMPRA

Objetivo mediano $98.00 +56,0%

4 23,5% Compra fuerte

5 29,4% Compra

6 35,3% Mantener

2 11,8% Venta

0 0,0% Venta fuerte

Precio objetivo a 12 meses

11 analistas · 2026-10-03

Objetivo medio $98.55 +56,8%

← Por Debajo de Todos los Objetivos Precio Actual $62.83

Mín$72.00 Media$98.55 Máx$139.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

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
SAH	·	18.1	6.5%	0.78%	11.3%	15.7%
AN	$7.27B	12.1	3.2%	2.4%	27.0%	17.9%
VVV	$4.56B	21.9	5.6%	12.3%	71.8%	38.5%
ABG	·	9.3	4.7%	2.7%	12.8%	17.1%
GPI	$9.81B	15.6	13.2%	1.4%	11.0%	16.1%
AAP	$2.33B	53.3	-5.4%	0.51%	2.0%	43.4%
APC	·	·	·	·	·	·
CWH	·	1.7	4.4%	-1.4%	-32.4%	·
ARKO	$503M	30.3	-12.5%	0.30%	8.4%	·
MNRO	$621M	515.7	-3.2%	0.19%	0.36%	35.0%
EVGO	·	·	·	·	·	·

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

SAH Sonic Automotive, Inc. Common Stock

SAH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

SAH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Acerca de Sonic Automotive, Inc. Common Stock Descripción general de la empresa de Wikipedia

History

EchoPark Automotive

Sales and acquisitions

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

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

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

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Propietarios institucionales (13F) 255 declarantes · $1.3B total · A fecha de 30 de junio de 2026

Activistas y propietarios del %+ 5 4 tenencias

Informantes de la empresa 28 insiders · 9 directivos · 21 consejeros

Propiedad de ETFs Mantenido por 54 ETFs

SAH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

Precio objetivo a 12 meses

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos