SBH Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock
$16,82
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 3, 2026
Rango 52S
$12–$18
83% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$17
+1% upside
P/E (TTM)
8.7
ROE
26.2%
Margen de Beneficio Neto
5.3%
Acerca de Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock Descripción general de la empresa de Wikipedia
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
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Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
Through the Sally Beauty Supply and Beauty Systems Group businesses, the Company sells and distributes through over 4,000 stores, including approximately 200 franchised units, throughout the United States, the United Kingdom (Sally Beauty UK), Belgium (pro- duo 40SHOPS M&A ), Canada, Chile, Peru, Puerto Rico, Mexico (2000 Amstrong McCall 130 shops M&A), France, Ireland, Germany and The Netherlands.
Sally Beauty Supply stores offer more than 6,000 products for hair, skin, and nails through professional lines such as Clairol, L'Oreal, Wella, and Conair, as well as an extensive selection of proprietary merchandise.
Beauty Systems Group stores, branded as CosmoProf or Armstrong McCall stores, along with its outside sales consultants, sell up to 9,800 professionally branded products including Paul Mitchell, Wella, Sebastian, Goldwell, and TIGI which are targeted exclusively for professional and salon use and resale to their customers. They have also moved to expanding their brand basics, they now sell more products for African-American women. These products include Mixed Chicks, Shea Moisture, and Curlys. The company made this move to seem more inclusive.
History
Sally Beauty Holdings, Inc. opened its first store in New Orleans in 1964. Sally Beauty Company was started by C. Ray Farber in New Orleans and operated its flagship store on Magazine Street before the company was sold to Alberto-Culver. The store was named after his daughter Sally.
Corporate governance
Gary Winterhalter became the company's CEO in 2013. Winterhalter left the CEO role at the end of the first quarter, 2015 and took the role of executive chairman, which he held through the beginning of 2018. Coincident with Winterhalter's transition, Christian Brickman took the CEO role. Effective June 2, 2014, Brickman was the company's president and COO. Brickman stepped down from this role in September 2021. The current president and CEO is Denise Paulonis, effective October 1, 2021.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
SBH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$16.82
Capitalización Bursátil
$1.61B
P/E (TTM)
8.7
BPA (TTM)
$1.89
Ingresos (TTM)
$3.70B
Rendimiento div.
—
ROE
26.2%
Deuda/Capital
—
Rango 52S
$12 – $18
SBH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$3.70B
2016-09-30
→
2025-09-30
BPA
$1.89
2016-09-30
→
2025-09-30
Flujo de caja libre
$173M
2016-09-30
→
2025-09-30
Márgenes
5.3%
2016-09-30
→
2025-09-30
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SBH
Mediana de Pares
P/E (TTM)
8.7
21.3
P/S (TTM) (P/V (TTM))
0.4
0.8
P/B (P/C)
2.0
6.1
Price / FCF (Precio / FCF)
9.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SBH
Mediana de Pares
Gross Margin (Margen Bruto)
51.6%
46.0%
Operating Margin (Margen Operativo)
8.9%
—
Net Profit Margin (Margen de Beneficio Neto)
5.3%
5.6%
ROA
6.9%
7.0%
ROE
26.2%
22.0%
ROIC
30.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SBH
Mediana de Pares
Current Ratio (Ratio corriente)
2.3
1.8
Quick Ratio (Ratio Rápido)
0.3
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SBH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-0.42%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-1.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
1.0%
—
EPS YoY (EPS interanual)
32.2%
—
Net Income YoY (Beneficio Neto interanual)
27.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SBH
Mediana de Pares
SBH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 1 11,1%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 1 11,1%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-18
Mediana
$18.00
Media
$17.00
Ahora
$16.82
Mín
$13.00
Máx
$20.00
Objetivo mediano
$18.00
+7,0%
Objetivo medio
$17.00
+1,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.55 | $0.54 | 0.01% |
| 31 de marzo de 2026 | $0.44 | $0.41 | 0.03% |
| 31 de diciembre de 2025 | $0.48 | $0.47 | 0.01% |
| 30 de septiembre de 2025 | $0.55 | $0.48 | 0.07% |
| 30 de junio de 2025 | $0.51 | $0.43 | 0.08% |
| 31 de marzo de 2025 | $0.42 | $0.40 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
| HZO | $554M | -17.7 | -5.0% | -1.4% | -3.3% | 32.5% |
| UPBD | $2.27B | 14.0 | 8.7% | 1.6% | 11.1% | 48.4% |
| WOOF | — | 89.3 | -2.5% | 0.15% | 0.80% | 38.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Cost of Revenue | $1.79B | $1.83B | $1.83B | $1.90B | $1.92B | $1.80B | $1.97B | $1.99B | $1.97B | $1.99B | $1.94B | $1.89B | |
| Gross Profit | $1.91B | $1.89B | $1.90B | $1.92B | $1.95B | $1.72B | $1.91B | $1.94B | $1.96B | $1.96B | $1.90B | $1.86B | |
| SG&A Expense | $1.58B | $1.61B | $1.56B | $1.55B | $1.53B | $1.44B | $1.45B | $1.48B | $1.46B | $1.47B | $1.31B | $1.27B | |
| Operating Income | $328M | $283M | $325M | $338M | $418M | $259M | $458M | $427M | $479M | $498M | $495M | $507M | |
| Interest Expense | $64M | $76M | $73M | $94M | $94M | $99M | $96M | $98M | $133M | $144M | $117M | $116M | |
| Pretax Income | $263M | $206M | $252M | $244M | $325M | $160M | $362M | $328M | $346M | $354M | $378M | $391M | |
| Income Tax | $68M | $53M | $67M | $61M | $85M | $47M | $91M | $70M | $131M | $131M | $143M | $145M | |
| Net Income | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | · | |
| EPS (Basic) | $1.95 | $1.48 | $1.72 | $1.69 | $2.13 | $0.99 | $2.27 | $2.09 | $1.56 | $1.51 | $1.50 | $1.54 | |
| EPS (Diluted) | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 | $0.99 | $2.26 | $2.08 | $1.56 | $1.50 | $1.49 | $1.51 | |
| Shares (Basic) | 100,662,000 | 103,939,000 | 107,332,000 | 108,665,000 | 112,653,000 | 113,881,000 | 119,636,000 | 123,190,000 | 137,533,000 | 147,179,000 | 156,353,000 | 159,933,000 | |
| Shares (Diluted) | 103,821,000 | 106,933,000 | 109,336,000 | 110,293,000 | 114,212,000 | 114,680,000 | 120,283,000 | 123,832,000 | 138,176,000 | 148,803,000 | 158,226,000 | 163,419,000 | |
| EBITDA | $428M | $392M | $427M | $438M | · | $366M | $566M | $535M | $591M | $598M | $585M | $587M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $149M | $108M | $123M | $71M | $401M | $514M | $71M | $77M | $64M | $87M | $140M | $107M | |
| Receivables | $32M | $34M | $33M | $34M | $33M | $36M | $43M | $48M | $47M | $47M | $49M | $52M | |
| Inventory | $988M | $1.04B | $975M | $936M | $871M | $815M | $953M | $944M | $931M | $907M | $885M | $828M | |
| Other Current Assets | $48M | $69M | $54M | $53M | $45M | $48M | $35M | $43M | $55M | $55M | $37M | $39M | |
| Current Assets | $1.30B | $1.31B | $1.23B | $1.13B | $1.38B | $1.43B | $1.16B | $1.16B | $1.14B | $1.17B | $1.19B | $1.10B | |
| PP&E (Net) | $284M | $270M | $298M | $298M | $307M | $315M | $320M | $308M | $314M | $320M | $271M | $238M | |
| PP&E (Gross) | $1.22B | $1.15B | $1.08B | $1.12B | $1.07B | $1.01B | $979M | $919M | $860M | $787M | $699M | $651M | |
| Accum. Depreciation | $938M | $882M | $780M | $821M | $767M | $695M | $659M | $611M | $546M | $468M | $429M | $413M | |
| Goodwill | $541M | $538M | $533M | $526M | $541M | $540M | $531M | $536M | $538M | $533M | $524M | $536M | |
| Intangibles | $53M | $60M | $55M | $50M | $56M | $58M | $62M | $73M | $80M | $93M | $99M | $115M | |
| Other Non-current Assets | $45M | $37M | $41M | $38M | $22M | $23M | $22M | $25M | $25M | $14M | $13M | $11M | |
| Total Assets | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.10B | $2.09B | $2.00B | |
| Accounts Payable | $225M | $269M | $259M | $276M | $292M | $236M | $279M | $303M | $308M | $271M | $276M | $259M | |
| Accrued Liabilities | $185M | $163M | $163M | $161M | $206M | $171M | $169M | $180M | $167M | $215M | $209M | $199M | |
| Current Liabilities | $576M | $593M | $579M | $668M | $665M | $563M | $456M | $491M | $573M | $489M | $492M | $464M | |
| Capital Leases | $538M | $480M | $455M | $425M | $404M | $394M | · | · | · | · | · | · | |
| Deferred Tax | $79M | $92M | $93M | $85M | $86M | $92M | $80M | $76M | $98M | $115M | $86M | $75M | |
| Other Non-current Liabilities | $21M | $22M | $23M | $22M | $29M | $33M | $28M | $30M | $20M | $22M | $28M | $28M | |
| Total Liabilities | $2.08B | $2.16B | $2.22B | $2.28B | $2.57B | $2.88B | $2.16B | $2.37B | $2.46B | $2.41B | $2.39B | $2.35B | |
| Long-term Debt | $875M | $994M | $1.08B | $1.09B | $1.39B | $1.81B | $1.61B | $1.79B | $1.89B | $1.80B | $1.80B | $1.80B | |
| Common Stock | $979.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | |
| Retained Earnings | $898M | $741M | $625M | $440M | $357M | $117M | $56M | $-180M | $-283M | $-178M | $-219M | $-320M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $3M | · | |
| AOCI | $-105M | $-113M | $-123M | $-152M | $-95M | $-105M | $-117M | $-90M | $-82M | $-100M | $-78M | $-29M | |
| Stockholders' Equity | $794M | $629M | $509M | $294M | $281M | $15M | $-60M | $-269M | $-364M | $-276M | $-298M | $-347M | |
| Liabilities + Equity | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.13B | $2.09B | $2.00B | |
| Shares Outstanding | 97,875,000 | 101,854,000 | 106,266,000 | 106,970,000 | 112,913,000 | 112,405,000 | 116,725,000 | 119,926,000 | 129,585,000 | 144,571,000 | 151,452,000 | 154,668,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $100M | $110M | $102M | $100M | $102M | $107M | $108M | $109M | $112M | $100M | $89M | $80M | |
| Stock-based Comp | $19M | $17M | $16M | $10M | $12M | $8M | $9M | $11M | $11M | $13M | $17M | $22M | |
| Deferred Tax | $-10M | $-1M | $8M | $-15M | $-9M | $14M | $5M | $-21M | $14M | $21M | $7M | $-783.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $4M | $7M | $9M | $11M | $12M | $13M | $13M | $14M | $14M | |
| Restructuring | $0 | $-75.0K | $17M | $28M | $5M | $14M | $-682.0K | $34M | $23M | · | · | · | |
| Other Non-cash | $-30M | $-32M | $-62M | $-121M | · | $185M | $-73M | $16M | $-8M | · | · | · | |
| Operating Cash Flow | $275M | $247M | $249M | $156M | $382M | $427M | $320M | $373M | $343M | $354M | $301M | $316M | |
| CapEx | $102M | $101M | $91M | $99M | $74M | $111M | $108M | $87M | $90M | $151M | $107M | $77M | |
| Investing Cash Flow | $-58M | $-109M | $-100M | $-102M | $-76M | $-124M | $-96M | $-95M | $-90M | $-175M | $-113M | · | |
| Debt Issued | · | $1.54B | $1.29B | $520M | $22.0K | $1.09B | $594M | $462M | $1.28B | $912M | $983.0K | $356M | |
| Net Debt Issued | · | $-84M | $-81M | $-250M | · | $205M | $-184M | $-97M | $61M | $-27M | $-831.0K | $122M | |
| Stock Repurchased | $54M | $60M | $15M | $130M | · | $61M | $47M | $167M | $347M | $209M | $228M | $333M | |
| Net Stock Activity | $-54M | $-60M | $-15M | $-130M | · | $-61M | $-47M | $-167M | $-346M | $-207M | $-228M | $-333M | |
| Financing Cash Flow | $-178M | $-154M | $-101M | $-374M | $-420M | $140M | $-229M | $-263M | $-277M | $-232M | $-152M | · | |
| Net Change in Cash | $41M | $-15M | $52M | $-330M | $-113M | $443M | $-6M | $14M | $-23M | $-53M | $33M | $59M | |
| Taxes Paid | $94M | $36M | $64M | $83M | $80M | $50M | $84M | $70M | $115M | $124M | $108M | $139M | |
| Free Cash Flow | $173M | $145M | $159M | $57M | · | $316M | $213M | $286M | $255M | $202M | $194M | $239M | |
| Levered FCF | $125M | $89M | $105M | $-13M | · | $246M | $140M | $209M | $172M | $111M | $122M | $166M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.6% | 50.9% | 50.9% | 50.3% | · | 48.8% | 49.3% | 49.4% | 49.9% | 49.7% | 49.5% | 49.6% | |
| Operating Margin | 8.9% | 7.6% | 8.7% | 8.8% | · | 7.4% | 11.8% | 10.8% | 12.2% | 12.6% | 12.9% | 13.5% | |
| Net Margin | 5.3% | 4.1% | 5.0% | 4.8% | · | 3.2% | 7.0% | 6.6% | 5.5% | · | · | · | |
| Pretax Margin | 7.1% | 5.5% | 6.8% | 6.4% | · | 4.5% | 9.3% | 8.3% | 8.8% | 9.0% | 9.9% | 10.4% | |
| EBITDA Margin | 11.6% | 10.6% | 11.5% | 11.5% | · | 10.4% | 14.6% | 13.6% | 15.0% | 15.1% | 15.2% | 15.6% | |
| ROA | 6.9% | 5.6% | 7.0% | 6.8% | · | 4.5% | 13.0% | 12.3% | 10.2% | · | · | · | |
| ROE | 26.2% | 25.4% | 37.0% | 62.3% | · | -421.8% | -415.4% | -86.8% | -67.2% | · | · | · | |
| ROIC | 30.7% | 33.5% | 46.8% | 86.5% | · | 1186.2% | -570.0% | -124.8% | -81.9% | -113.6% | -103.3% | -92.0% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.2 | 2.1 | 1.7 | · | 2.5 | 2.6 | 2.4 | 2.0 | 2.4 | 2.4 | 2.4 | |
| Quick Ratio | 0.3 | 0.2 | 0.3 | 0.2 | · | 1.0 | 0.3 | 0.3 | 0.2 | 0.3 | 0.4 | 0.3 | |
| Interest Coverage | 5.1 | 3.7 | 4.5 | 3.6 | · | 2.6 | 4.8 | 4.3 | 3.6 | 3.5 | 4.2 | 4.4 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.4 | 1.4 | · | 1.4 | 1.8 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | |
| Inventory Turnover | 1.8 | 1.8 | 1.9 | 2.1 | · | 2.0 | 2.1 | 2.1 | 2.1 | 2.2 | 2.3 | 2.3 | |
| Receivables Turnover | 113.1 | 110.9 | 110.4 | 114.4 | · | 89.3 | 84.7 | 82.4 | 83.9 | 82.7 | 76.4 | 69.0 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.42% | -0.30% | -2.3% | -1.5% | 10.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.0% | -1.4% | 2.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 32.2% | -15.4% | 1.8% | -20.9% | 112.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.4% | -12.0% | 19.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.7% | -16.9% | 0.57% | -23.5% | 29.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.2% | -13.8% | 0.00% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Net Income TTM | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | $200M | |
| Market Cap | $1.59B | $1.38B | $891M | $1.35B | · | $977M | $1.74B | $2.21B | $2.54B | $3.71B | $3.60B | $4.23B | |
| P/E | 8.6 | 9.5 | 5.0 | 7.6 | 8.0 | 8.8 | 6.6 | 8.8 | 12.6 | 17.1 | 15.9 | 18.1 | |
| P/S | 0.4 | 0.4 | 0.2 | 0.4 | · | 0.3 | 0.4 | 0.6 | 0.6 | 0.9 | 0.9 | 1.1 | |
| P/B | 2.0 | 2.2 | 1.8 | 4.6 | · | 63.3 | -28.8 | -8.2 | -7.0 | -13.4 | -12.1 | -12.2 | |
| P / Tangible Book | 7.9 | 45.6 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 5.8 | 5.6 | 3.6 | 8.6 | · | 2.3 | 5.4 | 5.9 | 7.4 | 10.6 | 12.0 | 13.4 | |
| P / FCF | 9.2 | 9.5 | 5.6 | 23.5 | · | 3.1 | 8.2 | 7.7 | 10.0 | 18.4 | 18.5 | 17.7 | |
| Earnings Yield | 11.6% | 10.5% | 20.2% | 13.2% | 12.5% | 11.4% | 15.2% | 11.3% | 8.0% | 5.8% | 6.3% | 5.5% |
Estado de resultados 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $935M | $903M | $943M | $947M | $933M | $883M | $938M | $935M | $942M | $908M | $931M | $921M | $931M | $919M | $957M | $962M | |
| Cost of Revenue | $445M | $428M | $460M | $453M | $452M | $424M | $461M | $456M | $461M | $445M | $464M | $455M | $456M | $450M | $468M | $499M | |
| Gross Profit | $490M | $476M | $483M | $494M | $481M | $459M | $477M | $479M | $481M | $463M | $467M | $467M | $475M | $468M | $489M | $463M | |
| SG&A Expense | $404M | $404M | $407M | $414M | $403M | $389M | $377M | $397M | $409M | $403M | $398M | $391M | $384M | $390M | $392M | $398M | |
| Operating Income | $86M | $72M | $76M | $80M | $78M | $69M | $100M | $82M | $72M | $60M | $69M | $77M | $90M | $71M | $87M | $39M | |
| Interest Expense | · | $14M | $15M | $15M | $16M | $16M | $17M | $18M | $21M | $21M | $17M | $20M | $19M | $17M | $18M | $17M | |
| Pretax Income | $73M | $58M | $61M | $65M | $62M | $53M | $83M | $64M | $51M | $39M | $52M | $57M | $71M | $55M | $69M | $22M | |
| Income Tax | $19M | $15M | $16M | $15M | $17M | $14M | $22M | $16M | $13M | $10M | $13M | $15M | $21M | $14M | $18M | $427.0K | |
| Net Income | $54M | $43M | $46M | $50M | $46M | $39M | $61M | $48M | $38M | $29M | $38M | $43M | $51M | $41M | $50M | $21M | |
| EPS (Basic) | $0.57 | $0.44 | $0.47 | $0.50 | $0.46 | $0.39 | $0.60 | $0.47 | $0.37 | $0.28 | $0.36 | $0.40 | $0.47 | $0.38 | $0.47 | $0.21 | |
| EPS (Diluted) | $0.55 | $0.43 | $0.45 | $0.49 | $0.44 | $0.38 | $0.58 | $0.45 | $0.36 | $0.27 | $0.35 | $0.40 | $0.46 | $0.37 | $0.46 | $0.21 | |
| Shares (Basic) | 95,058,000 | 96,727,000 | 97,804,000 | -203,436,000 | 100,463,000 | 101,614,000 | 102,021,000 | -209,475,000 | 103,190,000 | 104,276,000 | 105,948,000 | -214,821,000 | 107,560,000 | 107,453,000 | 107,140,000 | -219,013,000 | |
| Shares (Diluted) | 97,912,000 | 99,721,000 | 100,765,000 | -208,827,000 | 103,239,000 | 104,435,000 | 104,974,000 | -214,762,000 | 105,897,000 | 107,080,000 | 108,718,000 | -219,498,000 | 109,668,000 | 109,706,000 | 109,460,000 | -222,741,000 | |
| EBITDA | $113M | $97M | $100M | · | $78M | $69M | $126M | · | $72M | $60M | $97M | · | $90M | $71M | $112M | · |
Balance general 26
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $173M | $157M | $157M | $149M | $113M | $92M | $106M | $108M | $97M | $97M | $121M | · | $74M | $62M | $99M | · | |
| Receivables | $26M | $26M | $27M | $32M | $30M | $27M | $27M | $34M | $33M | $35M | $32M | · | $33M | $31M | $33M | · | |
| Inventory | $996M | $987M | $979M | $988M | $1.01B | $1.01B | $1.01B | $1.04B | $1.02B | $1.04B | $1.01B | · | $996M | $1.02B | $987M | · | |
| Other Current Assets | $46M | $47M | $45M | $48M | $48M | $45M | $51M | $69M | $51M | $56M | $56M | · | $51M | $48M | $58M | · | |
| Current Assets | $1.31B | $1.29B | $1.29B | $1.30B | $1.26B | $1.24B | $1.25B | $1.31B | $1.26B | $1.28B | $1.26B | · | $1.20B | $1.21B | $1.22B | · | |
| PP&E (Net) | $279M | $285M | $280M | $284M | $256M | $256M | $262M | $270M | $268M | $273M | $285M | $298M | $281M | $283M | $289M | $298M | |
| PP&E (Gross) | · | · | · | $1.22B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $984M | $963M | $956M | $938M | $923M | $892M | $867M | $882M | $855M | $834M | $812M | · | $864M | $842M | $849M | · | |
| Goodwill | $538M | $539M | $542M | $541M | $541M | $534M | $531M | $538M | $534M | $534M | $537M | $533M | $535M | $534M | $533M | $526M | |
| Intangibles | $51M | $51M | $52M | $53M | $56M | $56M | $58M | $60M | $53M | $54M | $55M | · | $50M | $51M | $51M | · | |
| Other Non-current Assets | $51M | $49M | $49M | $45M | $39M | $38M | $36M | $37M | $43M | $42M | $40M | · | $41M | $36M | $34M | · | |
| Total Assets | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | $2.73B | $2.68B | $2.68B | $2.67B | $2.58B | |
| Accounts Payable | $224M | $223M | $208M | $225M | $193M | $217M | $221M | $269M | $235M | $290M | $267M | · | $244M | $265M | $296M | · | |
| Accrued Liabilities | $164M | $170M | $159M | $185M | $165M | $151M | $149M | $163M | $161M | $150M | $140M | · | $140M | $168M | $143M | · | |
| Current Liabilities | $554M | $553M | $542M | $576M | $524M | $533M | $549M | $593M | $595M | $644M | $573M | · | $566M | $631M | $677M | · | |
| Capital Leases | $546M | $532M | $538M | $538M | $469M | $461M | $457M | $480M | $457M | $458M | $439M | · | $451M | $445M | $427M | · | |
| Deferred Tax | $87M | $86M | $83M | $79M | $85M | $88M | $89M | $92M | $91M | $94M | $90M | · | $84M | $86M | $86M | · | |
| Other Non-current Liabilities | $21M | $21M | $22M | $21M | $21M | $21M | $22M | $22M | $21M | $22M | $22M | · | $22M | $22M | $23M | · | |
| Total Liabilities | $2.01B | $2.02B | $2.03B | $2.08B | $1.98B | $2.01B | $2.05B | $2.16B | $2.14B | $2.20B | $2.19B | · | $2.19B | $2.25B | $2.30B | · | |
| Long-term Debt | $815M | $835M | $855M | $875M | $896M | $917M | $953M | $994M | $995M | $996M | $1.08B | · | $1.08B | $1.08B | $1.09B | · | |
| Common Stock | $941.0K | $959.0K | $975.0K | $979.0K | $994.0K | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | |
| Retained Earnings | $980M | $946M | $923M | $898M | $863M | $826M | $793M | $741M | $698M | $667M | $652M | · | $582M | $531M | $491M | · | |
| AOCI | $-109M | $-110M | $-101M | $-105M | $-101M | $-127M | $-137M | $-113M | $-122M | $-117M | $-112M | · | $-113M | $-120M | $-127M | · | |
| Stockholders' Equity | $871M | $838M | $824M | $794M | $763M | $700M | $656M | $629M | $578M | $551M | $541M | $509M | $488M | $426M | $373M | $294M | |
| Liabilities + Equity | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | · | $2.68B | $2.68B | $2.67B | · | |
| Shares Outstanding | 94,092,000 | 95,898,000 | 97,492,000 | 97,875,000 | 99,438,000 | 100,894,000 | 101,871,000 | 101,854,000 | 102,643,000 | 103,514,000 | 104,857,000 | 106,266,000 | 107,564,000 | 107,549,000 | 107,284,000 | 106,970,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $25M | $24M | $24M | $25M | $25M | $26M | $26M | $29M | $27M | $28M | $27M | $25M | $25M | $25M | $27M | |
| Stock-based Comp | $5M | $6M | $8M | $4M | $5M | $4M | $6M | $4M | $4M | $4M | $5M | $3M | $4M | $4M | $5M | $2M | |
| Amort. of Intangibles | $652.0K | $653.0K | $652.0K | $950.0K | $851.0K | $841.0K | $858.0K | $785.0K | $764.0K | $791.0K | $860.0K | $719.0K | $807.0K | $866.0K | $1M | $1M | |
| Restructuring | · | · | · | $0 | $0 | $0 | $0 | $-436.0K | $383.0K | $63.0K | $-85.0K | $-872.0K | $397.0K | $7M | $10M | $26M | |
| Other Non-cash | · | · | $16M | · | · | · | $-59M | · | · | · | $-21M | · | · | · | $-26M | · | |
| Operating Cash Flow | $81M | $73M | $93M | $121M | $69M | $51M | $33M | $111M | $48M | $37M | $51M | $117M | $53M | $25M | $55M | $107M | |
| CapEx | $19M | $29M | $36M | $43M | $20M | $19M | $20M | $37M | $19M | $14M | $31M | $27M | $22M | $17M | $25M | $32M | |
| Investing Cash Flow | $-19M | $-29M | $-36M | $-45M | $-17M | $-19M | $23M | $-45M | $-19M | $-14M | $-31M | $-36M | $-22M | $-17M | $-25M | $-35M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $989M | $67M | · | $216M | $624M | $229M | $237M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $229M | · | |
| Stock Repurchased | $26M | $26M | $21M | $21M | $13M | $10M | $10M | $10M | $10M | $20M | $20M | · | · | · | · | $0 | |
| Net Stock Activity | · | · | $-21M | · | · | · | $-10M | · | · | · | $-20M | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-46M | $-48M | $-41M | $-34M | $-46M | $-58M | $-56M | $-29M | $-46M | $-23M | $-33M | $-19M | $-43M | $-6M | $-100M | |
| Net Change in Cash | $16M | $216.0K | $8M | $36M | $21M | $-13M | $-2M | $11M | $201.0K | $-24M | $-2M | $49M | $13M | $-37M | $29M | $-31M | |
| Taxes Paid | $14M | $31M | $3M | $19M | $20M | $37M | $19M | $2M | $2M | $29M | $3M | $12M | $20M | $29M | $3M | $9M | |
| Free Cash Flow | · | · | $57M | · | · | · | $13M | · | · | · | $20M | · | · | · | $30M | · | |
| Levered FCF | · | · | $47M | · | · | · | $538.6K | · | · | · | $8M | · | · | · | $17M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 52.4% | 52.7% | 51.2% | · | 51.5% | 51.9% | 50.8% | · | 51.0% | 51.0% | 50.2% | · | 51.0% | 51.0% | 51.0% | · | |
| Operating Margin | 9.2% | 8.0% | 8.1% | · | 8.4% | 7.9% | 10.7% | · | 7.6% | 6.6% | 7.4% | · | 9.7% | 7.8% | 9.0% | · | |
| Net Margin | 5.8% | 4.7% | 4.8% | · | 4.9% | 4.4% | 6.5% | · | 4.0% | 3.2% | 4.1% | · | 5.5% | 4.5% | 5.3% | · | |
| Pretax Margin | 7.8% | 6.4% | 6.5% | · | 6.7% | 6.0% | 8.8% | · | 5.4% | 4.3% | 5.6% | · | 7.7% | 6.0% | 7.2% | · | |
| EBITDA Margin | 12.0% | 10.8% | 10.6% | · | 8.4% | 7.9% | 13.4% | · | 7.6% | 6.6% | 10.4% | · | 9.7% | 7.8% | 11.7% | · | |
| ROA | 1.9% | 1.5% | 1.6% | · | 1.7% | 1.4% | 2.2% | · | 1.4% | 1.1% | 1.4% | · | 1.9% | 1.5% | 1.8% | · | |
| ROE | 6.6% | 5.5% | 6.2% | · | 6.8% | 6.3% | 10.2% | · | 7.1% | 6.0% | 8.4% | · | 13.0% | 11.7% | 15.4% | · | |
| ROIC | 7.4% | 6.3% | 6.9% | · | 7.5% | 7.3% | 11.2% | · | 9.2% | 8.1% | 9.5% | · | 13.1% | 12.5% | 17.0% | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.4 | · | 2.4 | 2.3 | 2.3 | · | 2.1 | 2.0 | 2.2 | · | 2.1 | 1.9 | 1.8 | · | |
| Quick Ratio | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.1 | 0.2 | · | |
| Interest Coverage | · | 5.1 | 5.2 | · | 5.0 | 4.3 | 5.8 | · | 3.5 | 2.9 | 4.0 | · | 4.8 | 4.3 | 4.8 | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 0.4 | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | |
| Receivables Turnover | 33.3 | 33.7 | 35.3 | · | 29.9 | 28.5 | 31.9 | · | 28.7 | 27.8 | 28.7 | · | 28.9 | 31.1 | 30.7 | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.72B | $3.66B | $3.70B | · | $3.70B | $3.67B | $3.72B | · | $3.71B | $3.69B | $3.74B | · | $3.77B | $3.75B | $3.81B | · | |
| Net Income TTM | $188M | $173M | $192M | · | $184M | $167M | $166M | · | $156M | $159M | $180M | · | $189M | $185M | $213M | · | |
| Market Cap | $1.33B | $1.33B | $1.39B | · | $921M | $911M | $1.06B | · | $1.10B | $1.29B | $1.39B | · | $1.33B | $1.68B | $1.34B | · | |
| P/E | 7.6 | 8.1 | 7.7 | · | 5.3 | 5.7 | 6.7 | · | 7.5 | 8.6 | 8.1 | · | 7.2 | 9.3 | 6.6 | · | |
| P/S | 0.4 | 0.4 | 0.4 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | |
| P/B | 1.5 | 1.6 | 1.7 | · | 1.2 | 1.3 | 1.6 | · | 1.9 | 2.3 | 2.6 | · | 2.7 | 3.9 | 3.6 | · | |
| P / Tangible Book | 4.7 | 5.4 | 6.1 | · | 5.6 | 8.3 | 15.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 14.9 | · | · | · | 31.8 | · | · | · | 27.3 | · | · | · | 24.4 | · | |
| P / FCF | · | · | 24.2 | · | · | · | 79.6 | · | · | · | 68.0 | · | · | · | 44.9 | · | |
| Earnings Yield | 13.2% | 12.3% | 13.0% | · | 19.0% | 17.6% | 14.9% | · | 13.4% | 11.7% | 12.3% | · | 13.9% | 10.8% | 15.3% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B |
| Margen Bruto % | 51.6% | 50.9% | 50.9% | 50.3% | — |
| Margen Operativo % | 8.9% | 7.6% | 8.7% | 8.8% | — |
| Beneficio neto | $196M | $153M | $185M | $184M | $240M |
| EPS Diluido | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 |
Balance general
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.3 | 2.2 | 2.1 | 1.7 | — |
| Ratio Rápido | 0.3 | 0.2 | 0.3 | 0.2 | — |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $173M | $145M | $159M | $57M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 266 declarantes · $957.8M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 35 (-21 vs trimestre anterior) | 41 (+12 vs trimestre anterior) | 79 (+8 vs trimestre anterior) | 83 (-7 vs trimestre anterior) | -5.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $90 892 132 | 6 428 015 | 9,49% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $81 413 525 | 5 757 675 | 8,50% | Acciones |
| STATE STREET CORP | $62 781 487 | 4 439 992 | 6,55% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $60 003 231 | 4 243 510 | 6,26% | Acciones |
| Fisher Asset Management, LLC | $53 160 476 | 3 759 581 | 5,55% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $47 666 930 | 3 371 070 | 4,98% | Acciones |
| WASATCH ADVISORS LP | $47 003 285 | 3 393 739 | 4,91% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $46 853 329 | 3 313 531 | 4,89% | Acciones |
| Ranmore Fund Management Ltd | $42 361 376 | 2 995 854 | 4,42% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $40 938 255 | 2 894 702 | 4,27% | Acciones |
| D. E. Shaw & Co., Inc. | $35 644 890 | 2 520 855 | 3,72% | Acciones |
| GOLDMAN SACHS GROUP INC | $28 716 007 | 2 030 835 | 3,00% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 611 951 | 2 023 476 | 2,99% | Acciones |
| FMR LLC | $20 026 157 | 1 416 277 | 2,09% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $19 841 248 | 1 403 200 | 2,07% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14 096 166 | 996 900 | 1,47% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $11 397 547 | 806 050 | 1,19% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $11 144 370 | 788 145 | 1,16% | Acciones |
| Cambria Investment Management, L.P. | $9 871 106 | 698 098 | 1,03% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 963 558 | 633 915 | 0,94% | Acciones |
| Public Sector Pension Investment Board | $8 039 976 | 568 598 | 0,84% | Acciones |
| Access Investment Management LLC | $8 013 478 | 566 724 | 0,84% | Acciones |
| Hillsdale Investment Management Inc. | $7 995 831 | 565 476 | 0,83% | Acciones |
| GABELLI FUNDS LLC | $6 519 558 | 461 072 | 0,68% | Acciones |
| Qube Research & Technologies Ltd | $6 405 788 | 453 026 | 0,67% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 641 719 | 398 990 | 0,59% | Acciones |
| CastleKnight Management LP | $5 543 587 | 392 050 | 0,58% | Acciones |
| Squarepoint Ops LLC | $5 305 271 | 375 196 | 0,55% | Acciones |
| FIRST TRUST ADVISORS LP | $5 298 399 | 374 710 | 0,55% | Acciones |
| Woodline Partners LP | $4 830 167 | 341 596 | 0,50% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $4 748 707 | 337 746 | 0,50% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 296 170 | 303 831 | 0,45% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 223 137 | 298 666 | 0,44% | Acciones |
| BlackRock, Inc. | $4 089 330 | 289 203 | 0,43% | Acciones |
| HSBC HOLDINGS PLC | $4 050 529 | 287 068 | 0,42% | Acciones |
| FRANKLIN RESOURCES INC | $3 619 472 | 255 974 | 0,38% | Acciones |
| RHUMBLINE ADVISERS | $3 556 415 | 251 516 | 0,37% | Acciones |
| Brandywine Global Investment Management, LLC | $3 457 651 | 242 472 | 0,36% | Acciones |
| Allianz Asset Management GmbH | $3 317 004 | 234 583 | 0,35% | Acciones |
| Invenomic Capital Management LP | $3 261 476 | 230 656 | 0,34% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 220 951 | 227 790 | 0,34% | Acciones |
| GREAT LAKES ADVISORS, LLC | $2 927 659 | 207 048 | 0,31% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $2 899 237 | 205 038 | 0,30% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 693 981 | 190 522 | 0,28% | Acciones |
| Swiss National Bank | $2 683 772 | 189 800 | 0,28% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 631 991 | 186 138 | 0,27% | Acciones |
| Swedbank AB | $2 418 647 | 171 050 | 0,25% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2 337 173 | 165 288 | 0,24% | Acciones |
| Foundry Partners, LLC | $2 233 020 | 247 289 | 0,23% | Acciones |
| Legal & General Group Plc | $2 070 336 | 146 417 | 0,22% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 952 734 | 138 100 | 0,20% | Opción de venta |
| ROYCE & ASSOCIATES LP | $1 937 081 | 136 993 | 0,20% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $1 859 269 | 131 490 | 0,19% | Acciones |
| ARMISTICE CAPITAL, LLC | $1 784 850 | 126 227 | 0,19% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 727 456 | 122 168 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 681 307 | 121 394 | 0,18% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 625 026 | 114 924 | 0,17% | Acciones |
| Quantinno Capital Management LP | $1 573 168 | 111 256 | 0,16% | Acciones |
| Vanguard Global Advisers, LLC | $1 545 092 | 109 271 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 495 731 | 107 995 | 0,16% | Acciones |
| JENNISON ASSOCIATES LLC | $1 467 591 | 103 790 | 0,15% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $1 332 554 | 94 240 | 0,14% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1 293 382 | 90 700 | 0,14% | Acciones |
| Cinctive Capital Management LP | $1 289 794 | 91 216 | 0,13% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 284 209 | 90 821 | 0,13% | Acciones |
| VANGUARD GROUP INC | $1 190 125 | 83 459 | 0,12% | Acciones |
| Gotham Asset Management, LLC | $1 186 615 | 83 919 | 0,12% | Acciones |
| B. Metzler seel. Sohn & Co. AG | $1 091 000 | 77 157 | 0,11% | Acciones |
| MORGAN STANLEY | $1 003 148 | 70 944 | 0,10% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $997 662 | 70 556 | 0,10% | Acciones |
| DGS Capital Management, LLC | $961 702 | 69 437 | 0,10% | Acciones |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $931 289 | 65 862 | 0,10% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $919 000 | 65 000 | 0,10% | Acciones |
| Mountain Lake Investment Management LLC | $898 625 | 63 552 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $897 989 | 63 507 | 0,09% | Acciones |
| Freestone Grove Partners LP | $870 600 | 61 570 | 0,09% | Acciones |
| Horizon Investments, LLC | $851 412 | 60 213 | 0,09% | Acciones |
| Walleye Trading LLC | $844 186 | 59 702 | 0,09% | Acciones |
| DENALI ADVISORS LLC | $826 554 | 58 455 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $795 559 | 56 263 | 0,08% | Acciones |
| Jump Financial, LLC | $763 560 | 54 000 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $753 733 | 53 305 | 0,08% | Acciones |
| SummitTX Capital, L.P. | $747 030 | 52 831 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $740 102 | 52 341 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $723 346 | 51 156 | 0,08% | Acciones |
| AlphaQuest LLC | $713 613 | 50 043 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $699 376 | 50 460 | 0,07% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $692 917 | 49 004 | 0,07% | Acciones |
| GUIDANCE CAPITAL, INC | $676 879 | 44 649 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $633 104 | 44 774 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $615 189 | 43 507 | 0,06% | Acciones |
| Louisiana State Employees Retirement System | $591 052 | 41 800 | 0,06% | Acciones |
| State of Tennessee, Department of Treasury | $590 798 | 41 782 | 0,06% | Acciones |
| JANE STREET GROUP, LLC | $586 810 | 41 500 | 0,06% | Opción de venta |
| BARCLAYS PLC | $582 864 | 41 221 | 0,06% | Acciones |
| Bryce Point Capital, LLC | $570 354 | 35 034 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $562 122 | 39 754 | 0,06% | Acciones |
| Invesco Ltd. | $549 014 | 38 827 | 0,06% | Acciones |
| SEI INVESTMENTS CO | $492 020 | 34 802 | 0,05% | Acciones |
| State of Wyoming | $477 833 | 33 793 | 0,05% | Acciones |
Informantes de la empresa 67 insiders · 31 directivos · 31 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Denise Paulonis | President & CEO | 15 de noviembre de 2024 M | 362 365 | 0 | 0 | $0 |
| Christian A. Brickman | President & CEO | 30 de septiembre de 2021 M | 493 067 | 0 | 0 | $0 |
| Marlo Michelle Cormier Platz | Former SVP & CFO | 8 de junio de 2026 M | 138 145 | 0 | 1 | $-543 192 |
| Aaron E Alt | SVP, CFO & President-SBS | 15 de noviembre de 2020 F | 98 853 | 0 | 0 | $0 |
| Donald T Grimes | SVP, CFO & COO | 12 de diciembre de 2017 F | 26 150 | 0 | 0 | $0 |
| Mark J Flaherty | SVP and CFO | 30 de septiembre de 2016 F | 24 215 | 0 | 0 | $0 |
| David L Rea | SVP & CFO | 24 de octubre de 2007 A | 150 000 | 0 | 0 | $0 |
| Gary T Robinson | SVP, CFO and Treasurer | 24 de noviembre de 2006 A | 750 | 0 | 0 | $0 |
| William J Cernugel | Senior Vice-President & CFO | 16 de noviembre de 2006 D | 6 615 | 0 | 0 | $0 |
| Mark Gregory Spinks | President - Beauty Systems Group | 15 de noviembre de 2024 M | 87 626 | 0 | 0 | $0 |
| Carrie S. Mcdermott | President-Sally Beauty Supply | 30 de septiembre de 2018 F | 13 924 | 0 | 0 | $0 |
| Sharon M Leite | President-Sally Beauty Supply | 1 de febrero de 2017 F | 10 235 | 0 | 0 | $0 |
| Michael G Spinozzi | President-Sally Beauty Supply | 28 de octubre de 2013 F | 38 553 | 0 | 0 | $0 |
| Neil B Riemer | President of Armstrong McCall | 24 de octubre de 2007 A | 922 | 0 | 0 | $0 |
| Kim Mcintosh | GVP, CONTROLLER & CAO | 25 de noviembre de 2024 S | 16 685 | 0 | 0 | $0 |
| Scott C Sherman | SVP & Chief Legal and HR Officer | 25 de noviembre de 2024 S | 42 431 | 0 | 0 | $0 |
| Mary Beth Beth Edwards | SVP, Chief Transformation & Business Services Officer | 15 de noviembre de 2024 M | 48 171 | 0 | 0 | $0 |
| John Howard Goss JR | SVP & President Sally Beauty | 15 de noviembre de 2024 M | 74 134 | 0 | 0 | $0 |
| John M Henrich | SVP, Gen Counsel & Secretary | 15 de noviembre de 2023 M | 39 349 | 0 | 0 | $0 |
| Pamela K Kohn | SVP, Chief Merchandising Officer | 15 de noviembre de 2021 M | 37 548 | 0 | 0 | $0 |
| Kenneth Mark Newton | Interim Principal Acctng Offcr | 5 de noviembre de 2019 A | 5 099 | 0 | 0 | $0 |
| Chad Selvidge | SVP & CMO | 1 de noviembre de 2018 A | 14 801 | 0 | 0 | $0 |
| Brently G. Baxter | GVP, PAO & Controller | 1 de noviembre de 2018 A | 6 706 | 0 | 0 | $0 |
| Matthew Olen Haltom | SVP, GC & Secretary | 1 de noviembre de 2017 A | 19 578 | 0 | 0 | $0 |
| Janna Minton | GVP, CAO & Controller | 7 de febrero de 2017 M | 15 389 | 0 | 0 | $0 |
| Gary Winterhalter | Executive Chairman | 2 de noviembre de 2015 S | 140 404 | 0 | 0 | $0 |
| Brian E. Walker | SVP and CHRO | 28 de octubre de 2015 A | 4 988 | 0 | 0 | $0 |
| Raal H Roos | SVP, Gen. Counsel & Secretary | 20 de abril de 2012 M | 11 685 | 0 | 0 | $0 |
| Bennie Lowery | SVP & Gen. Merchandise Mgr. | 26 de octubre de 2011 A | 165 399 | 0 | 0 | $0 |
| Richard W Dowd | SVP of Distribution | 22 de octubre de 2008 A | 67 420 | 0 | 0 | $0 |
| Gary P Schmidt | SR. VP, Gen. Coun. & Sec. | 16 de noviembre de 2006 D | 9 901 | 0 | 0 | $0 |
| Jeffrey N Boyer | Consejero | 22 de enero de 2026 M | 42 460 | 0 | 0 | $0 |
| James M Head | Consejero | 24 de enero de 2025 A | — | 0 | 0 | $0 |
| Erin Nealy Cox | Consejero | 24 de enero de 2025 A | 28 | 0 | 0 | $0 |
| James Grant Conroy | Consejero | 24 de enero de 2025 M | 12 376 | 0 | 0 | $0 |
| Rachel Rothe Bishop | Consejero | 24 de enero de 2025 M | 21 699 | 0 | 0 | $0 |
| Debra Golding Perelman | Consejero | 24 de enero de 2025 A | — | 0 | 0 | $0 |
| Lawrence Molloy | Consejero | 24 de enero de 2025 M | 15 470 | 0 | 0 | $0 |
| Linda Heasley | Consejero | 25 de enero de 2024 M | 62 290 | 0 | 0 | $0 |
| Edward W Rabin | Consejero | 26 de enero de 2023 M | 115 868 | 0 | 0 | $0 |
| Robert R Mcmaster | Consejero | 26 de enero de 2023 M | 175 876 | 0 | 0 | $0 |
| John A Miller | Consejero | 26 de enero de 2023 M | 139 923 | 0 | 0 | $0 |
| Marshall E Eisenberg | Consejero | 26 de enero de 2023 M | 175 868 | 0 | 0 | $0 |
| Susan R Mulder | Consejero | 28 de enero de 2022 M | 30 993 | 0 | 0 | $0 |
| Timothy R Baer | Consejero | 28 de enero de 2022 M | 23 034 | 0 | 0 | $0 |
| Kelly P. Mooney | Consejero | 15 de noviembre de 2020 M | 16 842 | 0 | 0 | $0 |
| David W Gibbs | Consejero | 5 de noviembre de 2019 A | 1 838 | 0 | 0 | $0 |
| Joseph C Magnacca | Consejero | 5 de noviembre de 2019 A | 92 | 0 | 0 | $0 |
| Katherine Button Bell | Consejero | 1 de noviembre de 2018 A | 122 | 0 | 0 | $0 |
| John R Golliher | Consejero | 30 de septiembre de 2015 F | 33 080 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| CDRS Acquisition LLC, Clayton Dubilier & Rice Fund VII, L.P., CD&R Associates VII, Ltd., CD&R Associates VII, L.P., CD&R Investment Associates VII, Ltd., CD&R Parallel Fund VII, L.P., CD&R Parallel Fund Associates VII, Ltd. ×5 presentaciones | 23 de julio de 2012 | — | Presentación inicial | — | SEC |
| Sageview Capital Master, L.P., Sageview Capital Partners (A), L.P., Sageview Capital Partners (B), L.P., Sageview Partners (C) (Master), L.P., Sageview Capital GenPar, L.P., Sageview Capital MGP, LLC, Edward A. Gilhuly, Scott M. Stuart ×2 presentaciones | 24 de septiembre de 2008 | — | 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.
Propiedad de ETFs Mantenido por 74 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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0,94% | 19 691 NS | 30 de abril de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 0,94% | 20 857 NS | 30 de abril de 2026 | N-PORT |
| DEEP · ETF Series Solutions | 0,83% | 16 421 NS | 31 de mayo de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,61% | 78 893 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,31% | 22 922 NS | 31 de mayo de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,29% | 250 633 NS | 30 de abril de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,24% | 582 804 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,17% | 1 376 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 936 201 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,13% | 95 491 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,13% | 2 580 868 NS | 31 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 12 196 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 525 965 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,10% | 206 748 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 140 509 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,08% | 135 192 NS | 30 de junio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,08% | 3 063 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,07% | 704 365 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 36 089 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,06% | 1 159 NS | 31 de mayo de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,05% | 64 708 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 336 540 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 4 670 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 14 931 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 467 357 NS | 31 de mayo de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,02% | 14 180 NS | 29 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 3 652 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 4 576 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,02% | 5 414 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 3 694 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 16 170 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 10 242 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 14 357 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 93 006 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 262 211 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3 925 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 93 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 11 932 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 42 521 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 30 682 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 36 198 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 62 994 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |