SAIA Saia, Inc. - Common Stock
NASDAQ · Road & Rail · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 30, 2026SAIA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SAIA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 14 de junio de 2013 | 3-for-2 | Adelante |
Acerca de Saia, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Saia is an American less-than-truckload (LTL) trucking company that originated in Houma, Louisiana, in 1924. With original operation occurring in Louisiana and Texas for the first fifty years, expansion came after 1980 when coverage began reaching into more states in the South. Further expansion happened through mergers with other companies, which allowed Saia to provide service for thirty six states. Saia ranks in the top ten of LTL carriers in the United States, with revenues of over $1.8 billion in 2020.
History
Foundation and expansion
Saia began in 1924 in Houma, Louisiana by Louis Saia Sr. Louis was a produce dealer who realized that there was more success in delivering produce rather than selling it. The first truck operated by the company was Saia’s car with the rear seats removed.
By 1970, Saia expanded and established terminals in Texas and Louisiana. Saia became one of the largest regional LTL carriers in the United States with 23 terminals throughout the Southeastern United States and revenue exceeding $50 million.
Subsidiary of Preston and Yellow
The Saia family sold Saia to Preston Trucking in 1987.
The Yellow Corporation purchased Preston Trucking, along with subsidiaries Saia & Smalley, in 1993. In 1995 Saia merged with Smalley Transportation resulting in the establishment of terminals in North Carolina, South Carolina and western Texas.
Resumed independence
In 2002 Saia and Delanco, New Jersey-based Jevic Transportation, another Yellow Corporation subsidiary, spun off to form an independent publicly traded company called SCS Transportation (SCS). Clark Brothers Transport, Inc. was acquired in 2004 incorporating its nine state, sixteen terminal operations into Saia.
In 2006, SCS sold Jevic to a Sun Capital Partners affiliate for $40 million. The sale came after years of low profitability at Jevic and allowed SCS to focus on its more successful Saia unit. Along with the sale, SCS announced plans to rebrand the parent company to Saia and move its corporate headquarters from Kansas City, Missouri to Saia's headquarters in Duluth, Georgia. Saia president Rick O'Dell would become president, CEO, and a board member of the parent company with former chairman and CEO, Bert Trucksess, transitioning to non-executive chairman. Jevic, originally founded in 1981 by Harry Mulschlegel, would shut down in 2008 after being unable to improve its fortunes as an independent company.
Saia began trading on the NASDAQ with the symbol SAIA.
Expansion via acquisitions
Saia expanded further with the acquisitions of two LTL carriers: Columbus, Ohio–based The Connection Company in 2006 and Madison Freight Systems (MFS) of Waunakee, Wisconsin in 2007.
Saia acquired Robart Transportation (and subsidiary The RL Services Group) in 2012 for approximately $7.8 million. Robart, founded in 1981 in Duluth, Georgia, was a non-asset truckload and brokerage service provider while The RL Services Group focused on supply chain, logistics, data mining, and operations analysis and related services. The acquisition of Robart, which Saia planned to rebrand under the Saia name, marked Saia's first significant move into non-asset logistics services.
In 2015, Saia acquired Dallas-based third-party logistics provider LinkEx for $25 million. LinkEx was founded in 2002 as a non asset–based intermodal logistics management company, providing services and technology for management of international and domestic shipments. After the LinkEx purchase, Saia's previous non-asset acquisition, Robart, was merged into LinkEx which continued operations as a wholly owned subsidiary of Saia with offices in Dallas, Atlanta, and Guadalajara, Mexico.
In December 2023, Saia acquired 17 terminals of former parent company Yellow Corporation in the Chapter 11 bankruptcy sale for $235.7 million.
Operations
Saia has 194 terminals and serves the 48 states in the contiguous United States directly. It also serves Alaska, Hawaii, Puerto Rico, Mexico, and Canada via a network of partners. The three operating service groups of Saia are Saia LTL Freight, Saia Logistics Service, and LinkEx. Saia has over 13,000 employees and handles over 30,000 shipments per day as of 2023.
In 2017, Saia partnered with TST Overland Express, now TST-CF Express to provide cross border shipments into Canada. Saia provides the equivalent service for TST.
In 2025, they connected more than 10,000 security assets onto one platform by SecuriThings.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SAIA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 33.9promedio 5A ≈30.5 | ≈30.5 | 47.9 | Infravalorado | |
| P/S (TTM) | 2.8promedio 5A ≈3.3 | ≈3.3 | 1.6 | Sobrevalorado | |
| P/C (MRQ) | 3.4promedio 5A ≈5.1 | ≈5.1 | 4.1 | Valor razonable | |
| Precio / FCF (TTM) | 36.7promedio 5A ≈104.1 | ≈104.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 15.4promedio 5A ≈18.1 | ≈18.1 | 14.6 | Valor razonable | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 3.6promedio 5A ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.6 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SAIA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 11.0%promedio 5A ≈14.7% | ≈14.7% | 7.4% | De primer nivel | |
| Margen EBITDA (TTM) | 18.5%promedio 5A ≈21.1% | ≈21.1% | 9.5% | De primer nivel | |
| Margen antes de impuestos (TTM) | 10.8%promedio 5A ≈14.5% | ≈14.5% | 6.2% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 8.2%promedio 5A ≈11.1% | ≈11.1% | 4.6% | De primer nivel | |
| ROA (TTM) | 7.7%promedio 5A ≈13.6% | ≈13.6% | 3.5% | De primer nivel | |
| ROE (TTM) | 10.8%promedio 5A ≈17.9% | ≈17.9% | 11.6% | En línea | |
| ROIC | 10.3%promedio 5A ≈17.6% | ≈17.6% | 9.3% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | SAIA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.6promedio 5A ≈1.7 | ≈1.7 | 1.3 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 1.3promedio 5A ≈1.5 | ≈1.5 | 1.2 | En línea | |
| Interest Coverage (Cobertura de Intereses) | 21.4promedio 5A ≈108.3 | ≈108.3 | 10.5 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SAIA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 0.79%promedio 5A ≈12.6% | ≈12.6% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 5.0%promedio 5A ≈11.2% | ≈11.2% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 12.2% | · | · | · | |
| EPS YoY (EPS interanual) | -29.5%promedio 5A ≈19.0% | ≈19.0% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -29.6%promedio 5A ≈19.2% | ≈19.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -10.8%promedio 5A ≈12.8% | ≈12.8% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 12.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -10.6%promedio 5A ≈13.0% | ≈13.0% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 13.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SAIA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.0promedio 5A ≈1.2 | ≈1.2 | 1.0 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 9.9promedio 5A ≈9.7 | ≈9.7 | 9.6 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$235.5K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 23, 2026 | $3.51 | $3.45 | 1.9% |
| 31 de marzo de 2026 | $1.86 | $1.85 | 0.42% | |
| 31 de diciembre de 2025 | $1.77 | $1.94 | -8.8% | |
| 30 de septiembre de 2025 | $3.22 | $2.59 | 24.2% | |
| 30 de junio de 2025 | $2.67 | $2.44 | 9.4% | |
| 31 de marzo de 2025 | $1.86 | $2.81 | -33.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Operating Expenses | · | · | $2.42B | $2.32B | $1.95B | $1.64B | $1.63B | $1.51B | $1.31B | $1.17B | |
| Operating Income | $352M | $482M | $460M | $470M | $335M | $180M | $153M | $141M | $95M | $79M | |
| Interest Expense | $16M | $9M | $3M | $3M | $3M | $5M | $7M | $5M | $5M | $4M | |
| Other Non-op | $1M | $2M | $2M | $-46.0K | $833.0K | $1M | $754.0K | $74.0K | $92.0K | $177.0K | |
| Pretax Income | $337M | $476M | $466M | $468M | $333M | $176M | $147M | $136M | $90M | $75M | |
| Income Tax | $82M | $114M | $111M | $111M | $80M | $38M | $33M | $31M | $-1M | $27M | |
| Net Income | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| EPS (Basic) | $9.54 | $13.57 | $13.32 | $13.48 | $9.62 | $5.29 | $4.38 | $4.08 | $3.57 | $1.92 | |
| EPS (Diluted) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 | |
| Shares (Basic) | 26,738,000 | 26,689,000 | 26,632,000 | 26,520,000 | 26,322,000 | 26,140,000 | 25,952,000 | 25,762,000 | 25,518,000 | 25,038,000 | |
| Shares (Diluted) | 26,786,000 | 26,802,000 | 26,763,000 | 26,674,000 | 26,707,000 | 26,592,000 | 26,435,000 | 26,291,000 | 26,086,000 | 25,680,000 | |
| EBITDA | $601M | $692M | $639M | $628M | $477M | $315M | $272M | $243M | $182M | $155M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $19M | $296M | $187M | $107M | $25M | $248.0K | $2M | $5M | $2M | |
| Receivables | $332M | $323M | $312M | $290M | $277M | $217M | $196M | $182M | $170M | $135M | |
| Prepaid Expense | $36M | $35M | $33M | $23M | $20M | $20M | $19M | $21M | $18M | $17M | |
| Other Current Assets | $14M | $14M | $7M | $7M | $13M | $10M | $9M | $7M | $7M | $5M | |
| Current Assets | $435M | $436M | $649M | $531M | $416M | $272M | $232M | $213M | $203M | $166M | |
| PP&E (Net) | $2.84B | $2.56B | $1.76B | $1.48B | $1.28B | $1.14B | $1.05B | $893M | $736M | $604M | |
| PP&E (Gross) | $4.26B | $3.79B | $2.88B | $2.48B | $2.14B | $1.90B | $1.74B | $1.52B | $1.29B | $1.10B | |
| Accum. Depreciation | $1.42B | $1.23B | $1.12B | $996M | $864M | $765M | $687M | $628M | $554M | $498M | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Intangibles | · | · | · | · | $7M | $8M | $9M | $11M | $12M | $13M | |
| Other Non-current Assets | $38M | $31M | $36M | $23M | $22M | $7M | $5M | $5M | $4M | $4M | |
| Total Assets | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Accounts Payable | $107M | $115M | $142M | $100M | $114M | $89M | $84M | $79M | $57M | $45M | |
| Current Liabilities | $265M | $278M | $322M | $274M | $321M | $276M | $241M | $209M | $167M | $145M | |
| Capital Leases | $113M | $97M | $96M | $99M | $88M | $95M | $86M | · | · | · | |
| Deferred Tax | $284M | $219M | $156M | $146M | $124M | $120M | $112M | $87M | $59M | $80M | |
| Other Non-current Liabilities | $640M | $577M | $320M | $321M | $304M | $312M | $359M | $229M | $218M | $172M | |
| Long-term Debt | $163M | $194M | $0 | $0 | $0 | · | · | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $25.0K | |
| Retained Earnings | $2.28B | $2.02B | $1.66B | $1.31B | $950M | $697M | $558M | $444M | $340M | $248M | |
| Stockholders' Equity | $2.58B | $2.31B | $1.94B | $1.58B | $1.22B | $961M | $815M | $696M | $582M | $483M | |
| Liabilities + Equity | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Shares Outstanding | 26,645,402 | 26,598,512 | 26,549,372 | 26,464,197 | 26,336,589 | 26,236,570 | 25,936,532 | 25,693,651 | 25,551,617 | 25,322,701 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $249M | $210M | $179M | $157M | $142M | $135M | $119M | $102M | $87M | $76M | |
| Stock-based Comp | $17M | $14M | $12M | $9M | $9M | $8M | $6M | $6M | $5M | $5M | |
| Deferred Tax | $65M | $63M | $10M | $22M | $4M | $8M | $25M | $27M | $-21M | $13M | |
| Amort. of Intangibles | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $1M | $1M | $1M | $2M | |
| Other Non-cash | $9M | $-66M | $23M | $-72M | $-25M | $20M | $9M | $16M | $9M | $18M | |
| Operating Cash Flow | $595M | $584M | $578M | $473M | $383M | $309M | $273M | $256M | $158M | $146M | |
| CapEx | $568M | $1.04B | $440M | $367M | $286M | $231M | $288M | $224M | $187M | $119M | |
| Investing Cash Flow | $-553M | $-1.04B | $-449M | $-366M | $-278M | $-219M | $-281M | $-223M | $-182M | $-118M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $-7M | $-7M | |
| Financing Cash Flow | $-42M | $175M | $-20M | $-27M | $-23M | $-65M | $6M | $-36M | $27M | $-27M | |
| Net Change in Cash | · | · | · | · | · | · | · | $-3M | $3M | $1M | |
| Taxes Paid | $6M | $101M | $73M | $115M | $82M | $10M | $15M | $2M | $17M | $5M | |
| Free Cash Flow | $27M | $-460M | $138M | $106M | $97M | $78M | $-15M | $33M | $-29M | $26M | |
| Levered FCF | $15M | $-467M | $136M | $104M | $94M | $74M | $-20M | $29M | $-34M | $24M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% | 9.9% | 8.5% | 8.5% | · | · | |
| Net Margin | 7.9% | 11.3% | 12.3% | 12.8% | 11.1% | 7.6% | 6.4% | 6.3% | · | · | |
| Pretax Margin | 10.4% | 14.8% | 16.2% | 16.8% | 14.5% | 9.7% | 8.2% | 8.2% | · | · | |
| EBITDA Margin | 18.6% | 21.6% | 22.2% | 22.5% | 20.8% | 17.3% | 15.2% | 14.7% | · | · | |
| ROA | 7.7% | 12.6% | 14.9% | 17.8% | 14.9% | 9.3% | 8.9% | 10.0% | 10.3% | 6.3% | |
| ROE | 10.2% | 15.9% | 18.7% | 23.2% | 21.4% | 14.7% | 14.1% | 15.4% | 17.1% | 10.5% | |
| ROIC | 10.3% | 15.9% | 18.1% | 22.8% | 20.9% | 14.7% | 14.5% | 15.7% | 16.5% | 10.5% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 | 1.0 | 1.0 | 1.0 | 1.2 | 1.1 | |
| Quick Ratio | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 | 0.9 | 0.8 | 0.9 | 1.0 | 0.9 | |
| Interest Coverage | 21.4 | 54.0 | 181.7 | 180.2 | 104.3 | 34.8 | 22.8 | 26.1 | 18.8 | 18.0 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.2 | 1.4 | 1.3 | 1.2 | 1.4 | 1.6 | · | · | |
| Receivables Turnover | 9.9 | 10.1 | 9.6 | 9.8 | 9.3 | 8.8 | 9.5 | 9.4 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $96.74 | $86.89 | $73.13 | $59.68 | $46.34 | $36.64 | $31.43 | $27.08 | $22.80 | $19.08 | |
| Revenue / Share | $120.75 | $119.73 | $107.66 | $104.67 | $85.70 | $68.53 | $67.59 | $62.91 | · | · | |
| Cash Flow / Share | $22.21 | $21.78 | $21.59 | $17.73 | $14.33 | $11.63 | $10.32 | $9.75 | $6.05 | $5.68 | |
| Cash / Share | $0.74 | $0.73 | $11.16 | $7.08 | $4.05 | $0.96 | $0.01 | $0.09 | $0.18 | $0.06 | |
| EPS (TTM) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.79% | 11.4% | 3.2% | 22.0% | 25.6% | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.0% | 11.9% | 16.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -29.5% | 1.9% | -1.0% | 41.3% | 82.3% | · | · | · | · | · | |
| EPS CAGR 3Y | -10.8% | 12.5% | 36.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -29.6% | 2.0% | -0.72% | 41.1% | 83.0% | · | · | · | · | · | |
| Net Income CAGR 3Y | -10.6% | 12.7% | 36.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Net Income TTM | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| Market Cap | $8.70B | $12.12B | $11.63B | $5.55B | $8.88B | $4.74B | $2.42B | $1.43B | $1.81B | $1.12B | |
| P/E | 34.3 | 33.7 | 33.0 | 15.6 | 35.6 | 34.8 | 21.7 | 14.0 | 20.3 | 23.6 | |
| P/S | 2.7 | 3.8 | 4.0 | 2.0 | 3.9 | 2.6 | 1.4 | 0.9 | 1.3 | 0.9 | |
| P/B | 3.4 | 5.2 | 6.0 | 3.5 | 7.3 | 4.9 | 3.0 | 2.1 | 3.1 | 2.3 | |
| P / Tangible Book | 3.4 | 5.3 | 6.0 | 3.5 | 7.4 | 5.0 | · | · | · | · | |
| P / Cash Flow | 14.6 | 20.8 | 20.1 | 11.7 | 23.2 | 15.3 | 8.9 | 5.6 | 11.5 | 7.7 | |
| P / FCF | 318.3 | -26.4 | 84.3 | 52.5 | 91.7 | 60.8 | -163.4 | 43.8 | -62.7 | 42.3 | |
| Earnings Yield | 2.9% | 3.0% | 3.0% | 6.4% | 2.8% | 2.9% | 4.6% | 7.1% | 4.9% | 4.2% |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $956M | $806M | $790M | $840M | $817M | $788M | $789M | $842M | $823M | $755M | $775M | $695M | $661M | $730M | $746M | $661M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $558M | |
| Operating Income | $125M | $67M | $64M | $119M | $99M | $70M | $101M | $125M | $138M | $118M | $128M | $120M | $99M | $128M | $146M | $103M | |
| Interest Expense | $2M | $3M | $3M | $4M | $5M | $4M | $3M | $3M | $2M | $542.0K | $454.0K | $458.0K | $688.0K | $581.0K | $668.0K | $692.0K | |
| Other Non-op | $2M | $740.0K | $312.0K | $654.0K | $873.0K | $-357.0K | $155.0K | $460.0K | $326.0K | $788.0K | $-157.0K | $990.0K | $503.0K | $-140.0K | $-824.0K | $-235.0K | |
| Pretax Income | $125M | $65M | $61M | $115M | $96M | $66M | $99M | $123M | $136M | $119M | $130M | $121M | $99M | $128M | $145M | $103M | |
| Income Tax | $31M | $15M | $14M | $29M | $24M | $16M | $23M | $30M | $33M | $28M | $32M | $30M | $23M | $30M | $35M | $23M | |
| Net Income | $94M | $50M | $48M | $86M | $71M | $50M | $76M | $93M | $103M | $91M | $98M | $91M | $76M | $98M | $109M | $79M | |
| EPS (Basic) | $3.52 | $1.86 | $1.78 | $3.23 | $2.67 | $1.86 | $2.86 | $3.47 | $3.84 | $3.40 | $3.69 | $3.43 | $2.86 | $3.69 | $4.12 | $3.01 | |
| EPS (Diluted) | $3.51 | $1.86 | $1.77 | $3.22 | $2.67 | $1.86 | $2.84 | $3.46 | $3.83 | $3.38 | $3.67 | $3.42 | $2.85 | $3.67 | $4.10 | $2.98 | |
| Shares (Basic) | 26,779,000 | 26,764,000 | · | 26,745,000 | 26,739,000 | 26,720,000 | · | 26,695,000 | 26,691,000 | 26,672,000 | 26,644,000 | 26,634,000 | 26,600,000 | 26,539,000 | 26,507,000 | 26,391,000 | |
| Shares (Diluted) | 26,833,000 | 26,807,000 | · | 26,790,000 | 26,785,000 | 26,788,000 | · | 26,789,000 | 26,802,000 | 26,794,000 | 26,779,000 | 26,736,000 | 26,702,000 | 26,676,000 | 26,665,000 | 26,670,000 | |
| EBITDA | $189M | $129M | · | $183M | $162M | $129M | · | $180M | $190M | $167M | $174M | $165M | $142M | $169M | $183M | $143M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $84M | $39M | $20M | $36M | $19M | $17M | $19M | $14M | $11M | $12M | $249M | $235M | $166M | $150M | $138M | $141M | |
| Receivables | $424M | $377M | $332M | $365M | $347M | $351M | $323M | $372M | $376M | $346M | $346M | $300M | $295M | $336M | $357M | $322M | |
| Prepaid Expense | $52M | $62M | $36M | $35M | $46M | $55M | $35M | $36M | $43M | $51M | $28M | $37M | $39M | $54M | $32M | $47M | |
| Other Current Assets | $16M | $15M | $14M | $13M | $14M | $13M | $14M | $6M | $9M | $7M | $7M | $6M | $7M | · | · | · | |
| Current Assets | $588M | $499M | $435M | $497M | $451M | $470M | $436M | $437M | $446M | $416M | $646M | $579M | $514M | $551M | $536M | $511M | |
| PP&E (Net) | $2.90B | $2.85B | $2.84B | $2.81B | $2.81B | $2.72B | $2.56B | $2.48B | $2.34B | $2.18B | $1.67B | $1.61B | $1.57B | $1.44B | $1.35B | $1.27B | |
| PP&E (Gross) | $4.39B | $4.30B | $4.26B | $4.18B | $4.13B | $4.00B | $3.79B | $3.70B | $3.54B | $3.34B | $2.79B | $2.68B | $2.60B | $2.40B | $2.28B | $2.16B | |
| Accum. Depreciation | $1.48B | $1.45B | $1.42B | $1.37B | $1.32B | $1.27B | $1.23B | $1.22B | $1.19B | $1.16B | $1.12B | $1.08B | $1.03B | $965M | $925M | $891M | |
| Goodwill | · | · | $12M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $40M | $38M | $38M | $36M | $34M | $33M | $31M | $25M | $26M | $26M | $23M | $23M | $28M | $24M | $35M | $27M | |
| Total Assets | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Accounts Payable | $165M | $147M | $107M | $113M | $129M | $155M | $115M | $161M | $156M | $153M | $113M | $98M | $108M | $115M | $145M | $130M | |
| Current Liabilities | $371M | $328M | $265M | $296M | $303M | $328M | $278M | $347M | $328M | $338M | $299M | $267M | $271M | $338M | $339M | $339M | |
| Capital Leases | $139M | $120M | $113M | $102M | $106M | $95M | $97M | $92M | $97M | $98M | $103M | $89M | $94M | $87M | $86M | $84M | |
| Deferred Tax | $300M | $294M | $284M | $287M | $237M | $224M | $219M | $162M | $160M | $158M | $163M | $159M | $152M | $125M | $123M | $122M | |
| Other Non-current Liabilities | $627M | $609M | $640M | $679M | $718M | $677M | $577M | $504M | $493M | $399M | $337M | $324M | $321M | $295M | $305M | $302M | |
| Long-term Debt | $100M | $112M | $163M | $218M | $307M | $291M | $194M | $183M | $167M | $72M | $0 | $0 | $0 | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | |
| Retained Earnings | $2.42B | $2.33B | $2.28B | $2.23B | $2.15B | $2.07B | $2.02B | $1.95B | $1.86B | $1.75B | $1.57B | $1.47B | $1.38B | $1.24B | $1.14B | $1.03B | |
| Stockholders' Equity | $2.73B | $2.63B | $2.58B | $2.53B | $2.44B | $2.36B | $2.31B | $2.23B | $2.14B | $2.03B | $1.85B | $1.75B | $1.65B | $1.51B | $1.40B | $1.29B | |
| Liabilities + Equity | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Shares Outstanding | 26,674,650 | 26,670,034 | 26,645,402 | 26,642,641 | 26,636,046 | 26,634,005 | 26,598,512 | 26,595,075 | 26,589,913 | 26,588,162 | 26,547,937 | 26,535,382 | 26,532,778 | 26,462,463 | 26,411,736 | 26,408,402 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $64M | $62M | $63M | $64M | $63M | $59M | $54M | $55M | $53M | $49M | $46M | $45M | $43M | $41M | $37M | $40M | |
| Deferred Tax | $6M | $9M | $-3M | $51M | $12M | $5M | $57M | $2M | $2M | $2M | $5M | $7M | $6M | $2M | $1M | $-2M | |
| Other Non-cash | · | $18M | · | · | · | $-5M | · | · | · | $-35M | · | · | $-5M | · | · | $-43M | |
| Operating Cash Flow | $152M | $140M | $137M | $178M | $171M | $109M | $165M | $182M | $131M | $106M | $125M | $172M | $119M | $136M | $112M | $96M | |
| CapEx | $95M | $66M | $100M | $90M | $175M | $203M | $168M | $193M | $225M | $457M | $114M | $99M | $128M | $123M | $110M | $46M | |
| Investing Cash Flow | $-94M | $-64M | $-98M | $-71M | $-182M | $-202M | $-168M | $-192M | $-224M | $-452M | $-111M | $-98M | $-128M | $-123M | $-110M | $-45M | |
| Financing Cash Flow | $-12M | $-56M | $-55M | $-91M | $13M | $90M | $8M | $13M | $93M | $61M | $-83.0K | $-5M | $-12M | $-2M | $-5M | $-16M | |
| Free Cash Flow | · | $74M | · | · | · | $-94M | · | · | · | $-351M | · | · | $-9M | · | · | $50M | |
| Levered FCF | · | $72M | · | · | · | $-97M | · | · | · | $-351M | · | · | $-10M | · | · | $49M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.1% | 8.3% | · | 14.1% | 12.2% | 8.9% | · | 14.9% | 16.7% | 15.6% | 16.6% | 17.3% | 15.0% | 17.6% | 19.6% | 15.7% | |
| Net Margin | 9.8% | 6.2% | · | 10.3% | 8.7% | 6.3% | · | 11.0% | 12.4% | 12.0% | 12.7% | 13.2% | 11.5% | 13.4% | 14.6% | 12.0% | |
| Pretax Margin | 13.1% | 8.1% | · | 13.7% | 11.7% | 8.3% | · | 14.6% | 16.5% | 15.8% | 16.8% | 17.5% | 15.0% | 17.5% | 19.4% | 15.5% | |
| EBITDA Margin | 19.8% | 16.0% | · | 21.8% | 19.8% | 16.4% | · | 21.3% | 23.1% | 22.1% | 22.4% | 23.7% | 21.5% | 23.2% | 24.5% | 21.7% | |
| ROA | 2.6% | 1.4% | · | 2.6% | 2.2% | 1.6% | · | 3.3% | 3.9% | 3.6% | 4.2% | 4.2% | 3.6% | 5.0% | 5.9% | 4.5% | |
| ROE | 3.6% | 2.0% | · | 3.6% | 3.1% | 2.3% | · | 4.5% | 5.3% | 4.9% | 5.9% | 5.8% | 5.2% | 7.4% | 8.9% | 6.9% | |
| ROIC | 3.5% | 1.9% | · | 3.5% | 3.0% | 2.3% | · | 4.2% | 4.9% | 4.4% | 5.2% | 5.2% | 4.6% | 6.5% | 7.9% | 6.2% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | · | 1.7 | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.2 | 2.2 | 2.2 | 1.9 | 1.6 | 1.6 | 1.5 | |
| Quick Ratio | 1.4 | 1.3 | · | 1.4 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | 2.0 | 2.0 | 1.7 | 1.4 | 1.5 | 1.4 | |
| Interest Coverage | 61.1 | 26.0 | · | 26.5 | 21.0 | 16.4 | · | · | 57.0 | 217.5 | 282.9 | 262.6 | 144.1 | 220.9 | 218.6 | 149.5 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | |
| Receivables Turnover | 2.5 | 2.2 | · | 2.3 | 2.3 | 2.3 | · | 2.3 | 2.4 | 2.4 | 2.3 | 2.1 | 2.1 | 2.3 | 2.4 | 2.3 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $102.22 | $98.47 | · | $94.81 | $91.47 | $88.62 | · | $83.91 | $80.33 | $76.31 | $69.67 | $65.81 | $62.22 | $56.93 | $53.15 | $48.90 | |
| Revenue / Share | $35.65 | $30.08 | · | $31.34 | $30.51 | $29.40 | · | $31.43 | $30.72 | $28.17 | $28.95 | $25.98 | $24.74 | $27.35 | $27.96 | $24.79 | |
| Cash Flow / Share | · | $5.21 | · | · | · | $4.07 | · | · | · | $3.97 | · | · | $4.47 | · | · | $3.60 | |
| Cash / Share | $3.15 | $1.47 | · | $1.33 | $0.71 | $0.62 | · | $0.54 | $0.42 | $0.46 | $9.39 | $8.86 | $6.27 | $5.66 | $5.22 | $5.35 | |
| EPS (TTM) | $10.36 | $9.52 | · | $10.59 | $10.83 | $11.99 | · | $13.99 | $14.20 | $13.79 | $12.59 | $12.59 | $13.27 | $13.51 | $12.82 | $11.06 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.39B | $3.25B | · | $3.23B | $3.24B | $3.24B | · | $3.17B | $3.10B | $2.98B | $2.79B | $2.74B | $2.79B | $2.75B | $2.64B | $2.47B | |
| Net Income TTM | $278M | $255M | · | $284M | $290M | $321M | · | $375M | $381M | $369M | $336M | $336M | $354M | $360M | $342M | $295M | |
| Market Cap | $11.23B | $9.37B | · | $7.98B | $7.30B | $9.31B | · | $11.63B | $12.61B | $15.55B | $10.58B | $9.09B | $7.22B | $5.03B | $4.97B | $6.44B | |
| P/E | 40.7 | 36.9 | · | 28.3 | 25.3 | 29.1 | · | 31.3 | 33.4 | 42.4 | 31.7 | 27.2 | 20.5 | 14.1 | 14.7 | 22.0 | |
| P/S | 3.3 | 2.9 | · | 2.5 | 2.3 | 2.9 | · | 3.7 | 4.1 | 5.2 | 3.8 | 3.3 | 2.6 | 1.8 | 1.9 | 2.6 | |
| P/B | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Tangible Book | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Cash Flow | · | 67.1 | · | · | · | 85.3 | · | · | · | 146.1 | · | · | 60.5 | · | · | 67.1 | |
| Earnings Yield | 2.5% | 2.7% | · | 3.5% | 4.0% | 3.4% | · | 3.2% | 3.0% | 2.4% | 3.2% | 3.7% | 4.9% | 7.1% | 6.8% | 4.5% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B |
| Margen Operativo % | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% |
| Beneficio neto | $255M | $362M | $355M | $357M | $253M |
| EPS Diluido | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 |
| Ratio Rápido | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $27M | $-460M | $138M | $106M | $97M |
Propietarios institucionales (13F) 554 declarantes · $11.3B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 105 (+15 vs trimestre anterior) | 34 (-15 vs trimestre anterior) | 187 (+15 vs trimestre anterior) | 154 (+16 vs trimestre anterior) | +295K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $1 072 159 997 | 2 545 731 | 9,50% | Acciones |
| VANGUARD GROUP INC | $800 512 758 | 2 451 650 | 7,09% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $782 237 681 | 2 226 821 | 6,93% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $507 017 678 | 1 203 860 | 4,49% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $465 831 599 | 1 106 068 | 4,13% | Acciones |
| FIRST TRUST ADVISORS LP | $430 986 297 | 1 023 332 | 3,82% | Acciones |
| STATE STREET CORP | $359 862 318 | 854 398 | 3,19% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342 808 236 | 813 962 | 3,04% | Acciones |
| Invesco Ltd. | $338 026 386 | 802 608 | 3,00% | Acciones |
| MORGAN STANLEY | $281 815 664 | 669 140 | 2,50% | Acciones |
| WASATCH ADVISORS LP | $249 015 366 | 708 880 | 2,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $218 317 815 | 518 243 | 1,93% | Acciones |
| Capital World Investors | $211 178 890 | 501 422 | 1,87% | Acciones |
| Capital Research Global Investors | $206 750 392 | 490 907 | 1,83% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $199 977 866 | 475 860 | 1,77% | Acciones |
| NORGES BANK | $173 773 143 | 412 606 | 1,54% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $165 938 050 | 393 972 | 1,47% | Acciones |
| GOLDMAN SACHS GROUP INC | $150 451 546 | 357 231 | 1,33% | Acciones |
| JPMORGAN CHASE & CO | $146 151 693 | 342 076 | 1,29% | Acciones |
| Qube Research & Technologies Ltd | $137 700 368 | 326 955 | 1,22% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124 176 920 | 294 845 | 1,10% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $122 841 266 | 291 674 | 1,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $113 249 388 | 322 397 | 1,00% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $110 608 000 | 262 626 | 0,98% | Acciones |
| Driehaus Capital Management LLC | $110 362 030 | 262 043 | 0,98% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $110 204 708 | 264 432 | 0,98% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $109 088 863 | 259 020 | 0,97% | Acciones |
| NORTHERN TRUST CORP | $101 731 198 | 241 550 | 0,90% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $95 202 376 | 226 048 | 0,84% | Acciones |
| FIL Ltd | $92 837 141 | 220 432 | 0,82% | Acciones |
| Holocene Advisors, LP | $76 968 253 | 182 753 | 0,68% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $71 192 465 | 169 039 | 0,63% | Acciones |
| Bank of New York Mellon Corp | $68 979 681 | 163 785 | 0,61% | Acciones |
| UBS Group AG | $68 507 991 | 162 665 | 0,61% | Acciones |
| Stephens Investment Management Group LLC | $67 957 956 | 161 359 | 0,60% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $64 677 962 | 153 571 | 0,57% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $63 796 150 | 151 477 | 0,57% | Acciones |
| BANK OF AMERICA CORP /DE/ | $63 756 887 | 151 384 | 0,56% | Acciones |
| WELLS FARGO & COMPANY/MN | $62 348 384 | 148 039 | 0,55% | Acciones |
| BRISTOL JOHN W & CO INC /NY/ | $59 301 855 | 140 806 | 0,53% | Acciones |
| Freestone Grove Partners LP | $58 200 100 | 138 190 | 0,52% | Acciones |
| Alyeska Investment Group, L.P. | $56 199 169 | 133 439 | 0,50% | Acciones |
| AMERIPRISE FINANCIAL INC | $56 188 302 | 133 410 | 0,50% | Acciones |
| Capital International Investors | $56 018 913 | 133 011 | 0,50% | Acciones |
| Interval Partners, LP | $50 978 049 | 121 042 | 0,45% | Acciones |
| Allspring Global Investments Holdings, LLC | $47 605 959 | 113 849 | 0,42% | Acciones |
| ZWJ INVESTMENT COUNSEL INC | $43 549 729 | 103 405 | 0,39% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $42 065 930 | 99 881 | 0,37% | Acciones |
| FMR LLC | $39 886 427 | 94 706 | 0,35% | Acciones |
| MARSHALL WACE, LLP | $38 833 479 | 92 206 | 0,34% | Acciones |
Activistas y propietarios del %+ 5 9 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 |
|---|---|---|---|---|---|
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 8 de noviembre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 24 de octubre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 13 de octubre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 29 de septiembre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de septiembre de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 21 de agosto de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 25 de abril de 2006 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 7 de marzo de 2006 | · | Presentación inicial | · | SEC |
| STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD., PARCHE, LLC, RCG AMBROSE MASTER FUND, LTD, RCG HALIFAX FUND, LTD, RAMIUS MASTER FUND, LTD., ADMIRAL ADVISORS, LLC, RAMIUS ADVISORS, LLC, RAMIUS CAPITAL GROUP, LLC, C4S & CO., LLC, PETER A. COHEN, MORGAN B. STARK, JEFFREY M. SOLOMON, THOMAS W. STRAUSS, JEFFREY C. SMITH, JEFFREY C. WARD ×3 presentaciones | 27 de enero de 2006 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 43 insiders · 25 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Frederick J Holzgrefe III | President & CEO | 13 de mayo de 2026 J | 10 000 | 0 | 1 | $-1 856 520 |
| David H Gorman | President & CEO Jevic | 28 de enero de 2006 A | · | 0 | 0 | $0 |
| Matthew J Batteh | Chief Financial Officer | 12 de febrero de 2026 M | 4 444 | 0 | 3 | $-773 391 |
| Douglas L Col | Executive VP, CFO & Secretary | 13 de febrero de 2024 M | 5 623 | 0 | 0 | $0 |
| Robert Scott Chambers | VP Finance, CFO | 6 de mayo de 2019 A | 6 531 | 0 | 0 | $0 |
| James A Darby | VP of Finance & CFO | 13 de agosto de 2014 M | 31 572 | 0 | 0 | $0 |
| James J Bellinghausen | VP of Finance and CFO | 30 de agosto de 2006 I | 10 110 | 0 | 0 | $0 |
| Paul J Karvois | Former President of Jevic | 5 de octubre de 2005 I | 5 000 | 0 | 0 | $0 |
| Anthony R Norwood | EVP & CHRO | 20 de mayo de 2026 S | 4 894 | 0 | 1 | $-136 881 |
| Patrick D Sugar | EVP Operations | 9 de marzo de 2026 F | 8 917 | 0 | 1 | $-1 046 518 |
| Kelly W Benton | VP & CAO | 13 de febrero de 2026 S | 3 157 | 0 | 2 | $-625 630 |
| Raymond R Ramu | Exec. VP & Chief Customer Off. | 13 de febrero de 2026 S | 3 631 | 0 | 3 | $-2 293 985 |
| Tarak Patel | EVP and CIO | 12 de febrero de 2026 A | 1 830 | 0 | 0 | $0 |
| Rohit Lal | EVP IT and CIO | 10 de febrero de 2025 F | 9 057 | 0 | 0 | $0 |
| Karla J Staver | VP Safety and Human Resources | 24 de febrero de 2021 M | 3 446 | 0 | 0 | $0 |
| Stephanie R Maschmeier | Chief Accounting Officer | 17 de febrero de 2021 M | 1 294 | 0 | 0 | $0 |
| Paul C Peck | Executive VP Operations | 12 de febrero de 2021 M | 0 | 0 | 0 | $0 |
| Michelle Richard | Vice President Human Resources | 7 de febrero de 2019 A | 5 636 | 0 | 0 | $0 |
| Craig A Thompson | Executive VP of Operations | 1 de marzo de 2018 A | 4 445 | 0 | 0 | $0 |
| Brian A Balius | VP-Transportation and Engineer | 8 de marzo de 2017 S | 15 712 | 0 | 0 | $0 |
| Mark H Robinson | Vice President of IT | 10 de febrero de 2017 M | 1 216 | 0 | 0 | $0 |
| Sally R Buchholz | VP Marketing/Customer Service | 17 de febrero de 2015 I | 12 556 | 0 | 0 | $0 |
| Anthony D Albanese | Sr. VP Operations & Sales | 8 de marzo de 2010 I | 18 000 | 0 | 0 | $0 |
| David J Letke | Vice President of Operations | 16 de febrero de 2007 P | 4 175 | 0 | 0 | $0 |
| John P Burton | Vice President | 3 de febrero de 2006 M | 4 175 | 0 | 0 | $0 |
| Donald R James | Consejero | 4 de mayo de 2026 A | 2 083 | 0 | 0 | $0 |
| Susan F Ward | Consejero | 4 de mayo de 2026 A | 1 393 | 0 | 0 | $0 |
| Donna E Epps | Consejero | 4 de mayo de 2026 A | 1 852 | 1 | 1 | $72 |
| Di-Ann Eisnor | Consejero | 4 de mayo de 2026 A | 5 872 | 0 | 2 | $-294 949 |
| John P Gainor JR | Consejero | 4 de mayo de 2026 A | 1 282 | 0 | 0 | $0 |
| Randolph W Melville | Consejero | 4 de mayo de 2026 A | · | 0 | 0 | $0 |
| Kevin A Henry | Consejero | 4 de mayo de 2026 A | · | 0 | 0 | $0 |
| Richard D Odell | Consejero | 4 de mayo de 2026 A | 3 303 | 0 | 0 | $0 |
| John J Holland | Consejero | 1 de mayo de 2020 A | 0 | 0 | 0 | $0 |
| William F Evans | Consejero | 1 de mayo de 2020 A | 446 | 0 | 0 | $0 |
| Bjorn E Olsson | Consejero | 1 de mayo de 2019 A | 0 | 0 | 0 | $0 |
| Herbert A Trucksess III | Consejero | 1 de mayo de 2019 A | 161 319 | 0 | 0 | $0 |
| Douglas Wayne Rockel | Consejero | 24 de mayo de 2018 S | 6 585 | 0 | 0 | $0 |
| Linda J French | Consejero | 2 de mayo de 2016 A | 2 379 | 0 | 0 | $0 |
| William F Martin JR | Consejero | 1 de mayo de 2014 A | 700 | 0 | 0 | $0 |
| James A Olson | Consejero | 2 de mayo de 2011 A | · | 0 | 0 | $0 |
| Jeffrey C Ward | · | 4 de mayo de 2026 A | 7 079 | 0 | 0 | $0 |
| Klaus E Agthe | · | 18 de abril de 2005 S | 2 609 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 59 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 |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 2,78% | 953 NS | 31 de julio de 2026 | N-PORT |
| IYT · iShares Trust | 1,22% | 71 147 SH | 11 de septiembre de 2026 | Diario |
| SMCO · Tidal Trust II | 1,13% | 4 608 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,65% | 22 902 SH | 19 de agosto de 2026 | Diario |
| TPOR · Direxion Shares ETF Trust | 0,52% | 265 NS | 31 de julio de 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,47% | 28 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,42% | 1 570 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,31% | 353 441 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,31% | 43 095 SH | 19 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,30% | 3 646 SH | 2 de octubre de 2026 | Diario |
| ISCG · iShares Trust | 0,30% | 8 424 SH | 11 de septiembre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,26% | 2 933 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,23% | 4 356 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 11 635 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,20% | 391 NS | 31 de julio de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,18% | 3 944 NS | 31 de julio de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,15% | 31 602 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,14% | 5 123 SH | 2 de octubre de 2026 | Diario |
| ESML · iShares Trust | 0,14% | 10 998 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,13% | 306 077 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,13% | 611 770 SH | 19 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,13% | 8 501 NS | 31 de julio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,13% | 14 232 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,13% | 56 403 NS | 31 de julio de 2026 | N-PORT |
| IYJ · iShares Trust | 0,12% | 6 339 SH | 11 de septiembre de 2026 | Diario |
| IWS · iShares Trust | 0,09% | 40 047 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,08% | 1 629 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,07% | 109 674 SH | 11 de septiembre de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,06% | 2 446 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 824 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 20 900 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 1 016 SH | 2 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 45 114 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 3 070 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,03% | 156 NS | 31 de julio de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 16 110 SH | 19 de agosto de 2026 | Diario |
| IUSV · iShares Trust | 0,03% | 23 161 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,02% | 59 200 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 846 427 SH | 19 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 872 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 4 475 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 2 257 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 6 022 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,02% | 1 134 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 5 965 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 882 SH | 2 de octubre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 3 791 SH | 2 de octubre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 7 912 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 856 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 18 222 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 1 110 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 34 541 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 7 293 SH | 10 de septiembre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,01% | 4 278 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 21 880 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 935 742 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 135 995 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 3 644 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 195 SH | 11 de septiembre de 2026 | Diario |
SAIA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
21 analistas · 2026-10-02Objetivo medio $434.38 +23,7%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | · |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | · |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | · |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | · |
| UHAL | · | · | 3.6% | 1.4% | 1.1% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
| ARCB | · | 28.3 | -4.0% | 1.5% | 4.6% | · |
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
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
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