SGI Somnigroup International Inc. Common Stock
Acerca de Somnigroup International Inc. Common Stock Descripción general de la empresa de Wikipedia
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
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Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
The company was formed when Tempur-Pedic International, a manufacturer of memory foam mattresses, acquired its biggest competitor Sealy Corporation in 2012. It is based in Lexington, Kentucky.
In May 2023, Temper Sealy sought to acquire mattress retailer Mattress Firm for a reported $4 billion. However, in July 2024 the deal was blocked by the United States Federal Trade Commission due to concerns about its impact on competition in the space. The company sued the Federal Trade Commission in October to halt the court proceedings and won the case in January 2025, allowing the deal to go through.
The acquisition was finalized in February 2025 and Tempur Sealy changed its name to Somnigroup International Inc.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
SGI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SGI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 21 de mayo de 2026 | $0,1700 |
| 5 de marzo de 2026 | $0,1700 |
| 20 de noviembre de 2025 | $0,1500 |
| 21 de agosto de 2025 | $0,1500 |
| 22 de mayo de 2025 | $0,1500 |
| 6 de marzo de 2025 | $0,1500 |
| 21 de noviembre de 2024 | $0,1300 |
| 15 de agosto de 2024 | $0,1300 |
| 15 de mayo de 2024 | $0,1300 |
| 21 de febrero de 2024 | $0,1300 |
| 15 de noviembre de 2023 | $0,1100 |
| 16 de agosto de 2023 | $0,1100 |
| 22 de mayo de 2023 | $0,1100 |
| 22 de febrero de 2023 | $0,1100 |
| 16 de noviembre de 2022 | $0,1000 |
| 10 de agosto de 2022 | $0,1000 |
| 11 de mayo de 2022 | $0,1000 |
| 7 de marzo de 2022 | $0,1000 |
| 9 de noviembre de 2021 | $0,0900 |
| 11 de agosto de 2021 | $0,0900 |
SGI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 5 33,3%
- Compra 7 46,7%
- Mantener 3 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-17Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.58 | $0.58 | -0.00% |
| 31 de marzo de 2026 | $0.59 | $0.58 | 0.01% |
| 31 de diciembre de 2025 | $0.72 | $0.73 | -0.01% |
| 30 de septiembre de 2025 | $0.95 | $0.87 | 0.08% |
| 30 de junio de 2025 | $0.53 | $0.51 | 0.02% |
| 31 de marzo de 2025 | $0.49 | $0.47 | 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 |
|---|---|---|---|---|---|---|
| SGI | — | 48.5 | 51.6% | 5.1% | 12.9% | 42.6% |
| MHK | $7.52B | 18.4 | -0.48% | 3.4% | 4.7% | 23.9% |
| LZB | $1.43B | 14.3 | 0.83% | 4.8% | 9.8% | 44.0% |
| LEG | $2.19B | 6.5 | -7.5% | 5.8% | 27.5% | 18.4% |
| ETD | $708M | 13.9 | -4.9% | 8.4% | 10.7% | 60.5% |
| XMAX | — | — | — | — | — | — |
| FLXS | $191M | 10.1 | 6.9% | 4.6% | 12.2% | 22.2% |
| LOVE | $195M | 47.6 | 2.4% | 0.58% | 1.9% | 56.4% |
| BSET | $134M | 22.2 | 1.6% | 1.8% | 3.7% | 56.3% |
| HOFT | $143M | -5.2 | -12.4% | -9.7% | -14.9% | 26.4% |
| LIVE | $56M | 3.7 | -5.9% | 5.1% | 27.0% | 32.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B | $3.68B | $3.11B | $2.70B | $2.70B | $3.08B | $3.15B | $2.99B | |
| Cost of Revenue | $4.29B | $2.90B | $2.94B | $2.87B | $2.77B | $2.04B | $1.76B | $1.58B | $1.58B | $1.79B | $1.91B | $1.84B | |
| Gross Profit | $3.18B | $2.03B | $1.99B | $2.05B | $2.16B | $1.64B | $1.34B | $1.12B | $1.12B | $1.29B | $1.25B | $1.15B | |
| R&D Expense | $33M | $31M | $31M | $29M | $27M | $23M | $23M | $22M | $22M | $27M | $29M | $22M | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $281M | |
| Operating Income | $755M | $634M | $607M | $681M | $912M | $532M | $347M | $256M | $296M | $413M | $306M | $276M | |
| Interest Expense | · | · | $130M | $103M | $66M | $77M | $86M | $92M | $87M | $83M | $102M | $92M | |
| Other Non-op | $-6M | $5M | $0 | $-400.0K | $1M | $2M | $4M | $1M | $7M | $300.0K | $-13M | $14M | |
| Pretax Income | $481M | $504M | $474M | $577M | $824M | $452M | $266M | $165M | $215M | $284M | $191M | $175M | |
| Income Tax | $96M | $119M | $103M | $119M | $198M | $103M | $75M | $50M | $44M | $86M | $125M | $65M | |
| Net Income | $384M | $384M | $368M | $456M | $624M | $349M | $190M | $100M | $151M | $191M | $64M | $109M | |
| EPS (Basic) | $1.86 | $2.21 | $2.14 | $2.61 | $3.17 | $1.68 | $0.87 | $0.46 | $2.80 | $3.23 | $1.05 | $1.79 | |
| EPS (Diluted) | $1.84 | $2.16 | $2.08 | $2.53 | $3.06 | $1.64 | $0.86 | $0.46 | $2.77 | $3.19 | $1.03 | $1.75 | |
| Shares (Basic) | 206,000,000 | 173,600,000 | 172,200,000 | 174,900,000 | 197,000,000 | 207,900,000 | 218,000,000 | 217,600,000 | 54,000,000 | 59,000,000 | 61,700,000 | 60,800,000 | |
| Shares (Diluted) | 209,200,000 | 178,200,000 | 177,300,000 | 180,300,000 | 204,300,000 | 212,300,000 | 221,600,000 | 220,400,000 | 54,700,000 | 59,800,000 | 62,600,000 | 62,100,000 | |
| EBITDA | $1.05B | $836M | $790M | $861M | $1.09B | $735M | $463M | $368M | $383M | $505M | $403M | $366M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $69M | $301M | $65M | $65M | $46M | $41M | $65M | $154M | $62M | |
| Receivables | $358M | $404M | $431M | $423M | $420M | $384M | $372M | $322M | $311M | $342M | $379M | $386M | |
| Inventory | $630M | $447M | $483M | $555M | $464M | $312M | $260M | $222M | $179M | $196M | $199M | $217M | |
| Prepaid Expense | $171M | $96M | $114M | $148M | $92M | $208M | $203M | $216M | $63M | $64M | $77M | $56M | |
| Current Assets | $1.29B | $1.07B | $1.10B | $1.20B | $1.28B | $968M | $900M | $805M | $607M | $668M | $809M | $722M | |
| PP&E (Net) | · | · | · | · | · | $508M | $436M | $421M | $434M | $422M | $362M | $356M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $893M | $862M | $787M | $689M | $654M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $472M | $428M | $365M | $327M | $298M | |
| Goodwill | $4.60B | $1.07B | $1.08B | $1.06B | $1.11B | $766M | $732M | $723M | $733M | $699M | $709M | $736M | |
| Intangibles | $2.59B | $700M | $715M | $716M | $751M | $630M | $641M | $649M | $667M | $679M | $695M | $727M | |
| Other Non-current Assets | $207M | $130M | $122M | $77M | $112M | $118M | $93M | $94M | $227M | $185M | $68M | $31M | |
| Total Assets | $11.60B | $5.98B | $4.55B | $4.36B | $4.32B | $3.31B | $3.06B | $2.72B | $2.69B | $2.70B | $2.66B | $2.58B | |
| Accounts Payable | $402M | $360M | $311M | $360M | $432M | $324M | $252M | $253M | $228M | $235M | $266M | $226M | |
| Accrued Liabilities | $636M | $394M | $427M | $433M | $457M | $585M | $473M | $359M | $222M | $250M | $254M | $233M | |
| Current Liabilities | $1.57B | $960M | $908M | $981M | $1.05B | $975M | $773M | $669M | $577M | $561M | $713M | $538M | |
| Capital Leases | $1.59B | $532M | $575M | $454M | $427M | $275M | $205M | $0 | · | · | · | · | |
| Deferred Tax | $625M | $108M | $128M | $114M | $129M | $90M | $102M | $118M | $114M | $175M | $195M | $217M | |
| Other Non-current Liabilities | $131M | $71M | $83M | $84M | $140M | $132M | $118M | $112M | $206M | $180M | $171M | $114M | |
| Total Liabilities | $8.48B | $5.41B | $4.22B | $4.37B | $4.03B | $2.80B | $2.70B | $2.50B | $2.58B | $2.73B | $2.35B | $2.37B | |
| Long-term Debt | $4.61B | $3.76B | $2.50B | $2.75B | $2.28B | $1.30B | $1.54B | $1.65B | $1.75B | $1.89B | $1.45B | $1.56B | |
| Total Debt | · | · | · | · | · | · | $1.54B | $1.65B | $1.75B | $1.89B | $1.45B | · | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $3.83B | $3.57B | $3.28B | $2.99B | $2.60B | $2.05B | $1.70B | $1.51B | $1.42B | $1.26B | $1.11B | $1.04B | |
| Treasury Stock | $1.66B | $3.33B | $3.38B | $3.43B | $2.84B | $2.10B | $1.83B | $1.74B | $1.74B | $1.70B | $1.17B | $1.19B | |
| AOCI | $-98M | $-187M | $-137M | $-177M | $-99M | $-66M | $-88M | $-95M | $-76M | $-104M | $-110M | $-56M | |
| Stockholders' Equity | $3.11B | $559M | $323M | $-22M | $286M | $505M | $360M | $218M | $112M | $-45M | $290M | $203M | |
| Liabilities + Equity | $11.60B | $5.98B | $4.55B | $4.36B | $4.32B | $3.31B | $3.06B | $2.72B | $2.69B | $2.70B | $2.66B | $2.58B |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $290M | $202M | $183M | $180M | $175M | $202M | $116M | $112M | $94M | $89M | $94M | $90M | |
| Stock-based Comp | $41M | $36M | $48M | $53M | $61M | $104M | $27M | $25M | $13M | $16M | $22M | $13M | |
| Deferred Tax | $26M | $-19M | $8M | $-10M | $11M | $-9M | $-7M | $6M | $-61M | $-31M | $-21M | $-27M | |
| Amort. of Intangibles | $6M | $7M | $9M | $16M | $16M | $16M | $16M | $15M | $16M | $17M | $18M | $18M | |
| Other Non-cash | $59M | $64M | $-37M | $-300M | $-148M | $8M | $-11M | $-36M | $24M | $-111M | $66M | $40M | |
| Operating Cash Flow | $800M | $666M | $570M | $379M | $723M | $655M | $315M | $208M | $256M | $168M | $234M | $225M | |
| CapEx | $167M | $97M | $185M | $306M | $123M | $111M | $88M | $74M | $67M | $62M | $66M | $48M | |
| Investing Cash Flow | $-3.02B | $-97M | $-188M | $-315M | $-555M | $-147M | · | · | $-62M | $-62M | $-60M | $-10M | |
| Stock Issued | $50M | $500.0K | $3M | $500.0K | $15M | $7M | $18M | $5M | $13M | $16M | $20M | $4M | |
| Net Stock Activity | $50M | $500.0K | $3M | $500.0K | $15M | $7M | $18M | $5M | $13M | $16M | $20M | $4M | |
| Dividends Paid | $127M | $93M | $78M | $70M | $63M | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $617M | $1.08B | $-384M | $-279M | $76M | $-523M | $-203M | $-107M | $-175M | $-185M | $-91M | $-238M | |
| Net Change in Cash | $-1.57B | $1.63B | $6M | $-231M | $236M | $100.0K | $19M | $4M | $-24M | $-88M | $91M | $-18M | |
| Taxes Paid | $41M | $134M | $133M | $138M | $185M | · | · | · | · | · | · | · | |
| Free Cash Flow | $633M | $569M | $385M | $72M | $600M | $543M | $227M | $134M | $156M | $103M | $168M | $178M | |
| Levered FCF | · | · | $283M | $-9M | $549M | $484M | $165M | $69M | $75M | $44M | $132M | $120M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 42.6% | 44.2% | 43.2% | 41.6% | 43.8% | 44.6% | 43.2% | 41.5% | 41.4% | 41.9% | 39.6% | 38.5% | |
| Operating Margin | 10.1% | 12.9% | 12.3% | 13.8% | 18.5% | 14.5% | 11.2% | 9.5% | 10.5% | 13.3% | 9.8% | 9.2% | |
| Net Margin | 5.1% | 7.8% | 7.5% | 9.3% | 12.7% | 9.5% | 6.1% | 3.7% | 5.5% | 6.5% | 2.3% | 3.6% | |
| Pretax Margin | 6.4% | 10.2% | 9.6% | 11.7% | 16.7% | 12.3% | 8.6% | 6.1% | 6.8% | 9.1% | 6.3% | 5.9% | |
| EBITDA Margin | 14.0% | 17.0% | 16.0% | 17.5% | 22.0% | 20.0% | 14.9% | 13.6% | 13.9% | 16.2% | 12.8% | 12.2% | |
| ROA | 4.4% | 7.3% | 8.3% | 10.5% | 16.4% | 10.9% | 6.6% | 3.7% | 5.6% | 7.5% | 2.8% | 4.0% | |
| ROE | 12.9% | 68.4% | 137.0% | -521.7% | 192.7% | 73.4% | 54.4% | 47.4% | 447.9% | 147.0% | 29.8% | 67.8% | |
| ROIC | 19.5% | 86.8% | 146.8% | -2444.7% | 242.4% | 81.7% | 13.1% | 9.6% | 11.5% | 15.4% | 6.6% | 85.7% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 1.1 | 1.2 | 1.2 | 1.2 | 1.0 | 1.2 | 1.2 | 1.1 | 1.2 | 1.1 | 1.4 | |
| Quick Ratio | 0.2 | 0.4 | 0.5 | 0.5 | 0.7 | 0.5 | 0.6 | 0.5 | 0.6 | 0.8 | 0.7 | 0.8 | |
| Debt / Equity | · | · | · | · | · | · | 4.3 | 7.7 | 15.6 | -124.2 | 5.0 | · | |
| LT Debt / Equity | · | · | · | · | · | · | 4.2 | 7.5 | 14.9 | -119.6 | 4.4 | · | |
| Interest Coverage | · | · | 4.7 | 6.6 | 13.8 | 6.9 | 4.0 | 2.8 | 2.7 | 4.9 | 3.2 | 3.0 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 1.1 | 1.1 | 1.3 | 1.2 | 1.1 | 1.0 | 1.0 | 1.2 | 1.2 | 1.1 | |
| Inventory Turnover | 8.0 | 5.9 | 5.4 | 5.6 | 7.1 | 7.1 | 7.3 | 7.9 | 8.5 | 9.2 | 9.1 | 8.8 | |
| Receivables Turnover | 19.6 | 11.8 | 11.5 | 11.7 | 12.3 | 9.7 | 9.0 | 8.5 | 8.4 | 8.6 | 8.2 | 8.1 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 51.6% | 0.11% | 0.09% | -0.19% | 34.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.0% | 0.00% | 10.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.8% | 3.9% | -17.8% | -17.3% | 86.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -10.1% | -11.0% | 8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -0.05% | 4.4% | -19.2% | -27.0% | 79.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.5% | -14.9% | 1.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B | $3.68B | $3.11B | $2.70B | $2.70B | $3.08B | $3.15B | $2.99B | |
| Net Income TTM | $384M | $384M | $368M | $456M | $624M | $349M | $190M | $100M | $151M | $191M | $64M | $109M | |
| P/E | 48.5 | 26.2 | 24.5 | 13.6 | 15.4 | 16.5 | 25.3 | 22.5 | 5.7 | 5.4 | 17.1 | 7.8 | |
| Earnings Yield | 2.1% | 3.8% | 4.1% | 7.4% | 6.5% | 6.1% | 4.0% | 4.4% | 17.7% | 18.7% | 5.9% | 12.8% | |
| Payout Ratio | 33.2% | 24.1% | 21.1% | 15.5% | 10.1% | · | · | · | · | · | · | · | |
| Annual Payout | $127M | $93M | $78M | $70M | $63M | $0 | $0 | · | · | · | · | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.82B | $1.80B | $1.87B | $2.12B | $1.88B | $1.60B | $1.21B | $1.30B | $1.23B | $1.19B | $1.17B | $1.28B | $1.27B | $1.21B | $1.19B | $1.28B | |
| Cost of Revenue | $1.01B | $1.02B | $1.05B | $1.17B | $1.05B | $1.02B | $723M | $748M | $716M | $715M | $800M | $703M | $727M | $708M | $698M | $742M | |
| Gross Profit | $817M | $777M | $823M | $953M | $827M | $580M | $484M | $552M | $518M | $474M | $370M | $574M | $542M | $500M | $489M | $541M | |
| Operating Income | $202M | $187M | $247M | $315M | $180M | $13M | $128M | $202M | $173M | $132M | $122M | $183M | $159M | $143M | $147M | $201M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $34M | · | $33M | $34M | $33M | · | $27M | |
| Other Non-op | $5M | $10M | $11M | $-11M | $-5M | $-1M | $4M | $-400.0K | $600.0K | $300.0K | $-200.0K | $100.0K | $200.0K | $-100.0K | $-2M | $900.0K | |
| Pretax Income | $148M | $137M | $194M | $234M | $103M | $-49M | $96M | $171M | $140M | $98M | $88M | $151M | $125M | $110M | $114M | $175M | |
| Income Tax | $37M | $33M | $53M | $56M | $3M | $-16M | $23M | $41M | $34M | $21M | $10M | $37M | $32M | $24M | $12M | $41M | |
| Net Income | $111M | $104M | $141M | $177M | $99M | $-33M | $72M | $130M | $106M | $76M | $77M | $113M | $92M | $85M | $102M | $133M | |
| EPS (Basic) | $0.53 | $0.50 | $0.71 | $0.85 | $0.47 | $-0.17 | $0.41 | $0.75 | $0.61 | $0.44 | $0.44 | $0.66 | $0.54 | $0.50 | $0.60 | $0.77 | |
| EPS (Diluted) | $0.52 | $0.49 | $0.71 | $0.83 | $0.47 | $-0.17 | $0.40 | $0.73 | $0.60 | $0.43 | $0.44 | $0.64 | $0.52 | $0.48 | $0.58 | $0.75 | |
| Shares (Basic) | 210,400,000 | 210,300,000 | -408,000,000 | 209,900,000 | 209,200,000 | 194,900,000 | -347,400,000 | 173,700,000 | 173,700,000 | 173,600,000 | -344,100,000 | 172,200,000 | 172,100,000 | 172,000,000 | -353,700,000 | 171,900,000 | |
| Shares (Diluted) | 212,500,000 | 212,600,000 | -414,600,000 | 212,500,000 | 212,400,000 | 198,900,000 | -356,000,000 | 178,200,000 | 178,000,000 | 178,000,000 | -353,900,000 | 177,600,000 | 176,800,000 | 176,800,000 | -364,000,000 | 177,000,000 | |
| EBITDA | $275M | $260M | · | $391M | $248M | $79M | · | $253M | $223M | $180M | · | $228M | $205M | $188M | · | $245M |
Balance general 22
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $361M | $339M | $358M | $398M | $361M | $342M | $404M | $468M | $474M | $484M | · | $526M | $476M | $462M | · | $488M | |
| Inventory | $650M | $631M | $630M | $645M | $710M | $681M | $447M | $496M | $507M | $490M | · | $486M | $529M | $567M | · | $599M | |
| Prepaid Expense | $166M | $165M | $171M | $167M | $219M | $198M | $96M | $87M | $84M | $96M | · | $145M | $147M | $151M | · | $95M | |
| Current Assets | $1.29B | $1.25B | $1.29B | $1.31B | $1.39B | $1.42B | $1.07B | $1.16B | $1.16B | $1.16B | · | $1.25B | $1.25B | $1.27B | · | $1.28B | |
| Goodwill | $4.58B | $4.59B | $4.60B | $4.43B | $4.59B | $4.55B | $1.07B | $1.10B | $1.08B | $1.08B | $1.08B | $1.06B | $1.08B | $1.07B | $1.06B | $1.03B | |
| Intangibles | $2.58B | $2.58B | $2.59B | $2.59B | $2.37B | $2.36B | $700M | $715M | $708M | $710M | · | $709M | $718M | $715M | · | $709M | |
| Other Non-current Assets | $233M | $220M | $207M | $162M | $152M | $190M | $130M | $125M | $132M | $126M | · | $77M | $87M | $83M | · | $105M | |
| Total Assets | $11.61B | $11.54B | $11.60B | $11.40B | $11.38B | $11.33B | $5.98B | $4.57B | $4.58B | $4.59B | · | $4.55B | $4.57B | $4.54B | · | $4.35B | |
| Accounts Payable | $522M | $465M | $402M | $459M | $482M | $474M | $360M | $347M | $353M | $345M | · | $362M | $363M | $368M | · | $440M | |
| Accrued Liabilities | $646M | $610M | $636M | $750M | $692M | $649M | $394M | $467M | $415M | $434M | · | $503M | $453M | $442M | · | $546M | |
| Current Liabilities | $1.72B | $1.61B | $1.57B | $1.74B | $1.68B | $1.69B | $960M | $1.01B | $958M | $958M | · | $1.06B | $1.01B | $1.02B | · | $1.08B | |
| Capital Leases | $1.60B | $1.59B | $1.59B | $1.60B | $1.55B | $1.53B | $532M | $549M | $553M | $558M | · | $528M | $507M | $501M | · | $441M | |
| Deferred Tax | $626M | $626M | $625M | $428M | $372M | $304M | $108M | $129M | $127M | $127M | · | $116M | $118M | $116M | · | $113M | |
| Other Non-current Liabilities | $133M | $131M | $131M | $124M | $118M | $134M | $71M | $78M | $81M | $81M | · | $81M | $84M | $84M | · | $132M | |
| Total Liabilities | $8.37B | $8.38B | $8.48B | $8.41B | $8.53B | $8.58B | $5.41B | $3.99B | $4.16B | $4.25B | · | $4.32B | $4.42B | $4.49B | · | $4.50B | |
| Long-term Debt | · | · | $4.61B | $4.56B | $4.86B | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | · | $3M | · | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $3.83B | · | · | · | $3.57B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $1.66B | · | · | · | $3.33B | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $-98M | · | · | · | $-187M | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $3.23B | $3.15B | $3.11B | $2.99B | $2.84B | $2.74B | $559M | $564M | $412M | $327M | $323M | $214M | $138M | $35M | $-22M | $-153M | |
| Liabilities + Equity | $11.61B | $11.54B | $11.60B | $11.40B | $11.38B | $11.33B | $5.98B | $4.57B | $4.58B | $4.59B | · | $4.55B | $4.57B | $4.54B | · | $4.35B |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $72M | $80M | $76M | $69M | $66M | $52M | $51M | $50M | $48M | $48M | $45M | $46M | $45M | $48M | $44M | |
| Stock-based Comp | $11M | $12M | $10M | $12M | $10M | $8M | $9M | $9M | $10M | $9M | $12M | $12M | $13M | $11M | $14M | $12M | |
| Deferred Tax | $-2M | $2M | $24M | $400.0K | $1M | $0 | $-20M | $400.0K | $100.0K | $100.0K | $8M | $-300.0K | $100.0K | $700.0K | $-600.0K | $-3M | |
| Other Non-cash | · | $56M | · | · | · | $65M | · | · | · | $-4M | · | · | · | $-42M | · | · | |
| Operating Cash Flow | $236M | $246M | $99M | $408M | $186M | $106M | $129M | $257M | $151M | $130M | $91M | $229M | $151M | $100M | $95M | $217M | |
| CapEx | $55M | $60M | $58M | $48M | $37M | $24M | $21M | $16M | $28M | $32M | $32M | $41M | $61M | $52M | $90M | $86M | |
| Investing Cash Flow | $-54M | $-61M | $-76M | $-70M | $-19M | $-2.86B | $-21M | $-16M | $-28M | $-31M | $-35M | $-40M | $-60M | $-52M | $-90M | $-96M | |
| Stock Issued | $0 | $0 | $100.0K | $300.0K | $48M | $1M | $200.0K | $0 | $0 | $300.0K | $100.0K | $2M | $0 | $800.0K | $200.0K | $100.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $25M | |
| Net Stock Activity | · | $0 | · | · | · | $1M | · | · | · | $300.0K | · | · | · | $800.0K | · | $-25M | |
| Dividends Paid | $36M | $37M | $32M | $32M | $32M | $33M | $23M | $23M | $23M | $25M | $19M | $19M | $19M | $21M | $17M | $17M | |
| Financing Cash Flow | $-179M | $-205M | $11M | $-334M | $-202M | $1.14B | $1.51B | $-241M | $-117M | $-78M | $-81M | $-192M | $-83M | $-28M | $-45M | $-124M | |
| Net Change in Cash | $1M | $-24M | $35M | $2M | $-13M | $-1.60B | $1.61B | $8M | $3M | $18M | $-17M | $-10M | $11M | $22M | $-25M | $-16M | |
| Taxes Paid | · | · | $27M | $13M | $-12M | $13M | $54M | $38M | $29M | $13M | $49M | $32M | $41M | $11M | $33M | $57M | |
| Free Cash Flow | · | $186M | · | · | · | $82M | · | · | · | $99M | · | · | · | $48M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $72M | · | · | · | $22M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.8% | 43.1% | · | 44.9% | 44.0% | 36.2% | · | 45.4% | 44.9% | 43.1% | · | 44.9% | 42.7% | 41.4% | · | 42.2% | |
| Operating Margin | 11.1% | 10.4% | · | 14.8% | 9.6% | 0.82% | · | 15.5% | 14.1% | 11.1% | · | 14.3% | 12.5% | 11.9% | · | 15.7% | |
| Net Margin | 6.1% | 5.8% | · | 8.4% | 5.3% | -2.1% | · | 10.0% | 8.6% | 6.4% | · | 8.9% | 7.3% | 7.1% | · | 10.3% | |
| Pretax Margin | 8.1% | 7.6% | · | 11.0% | 5.5% | -3.1% | · | 13.1% | 11.4% | 8.2% | · | 11.8% | 9.9% | 9.1% | · | 13.6% | |
| EBITDA Margin | 15.1% | 14.4% | · | 18.4% | 13.2% | 4.9% | · | 19.4% | 18.1% | 15.1% | · | 17.9% | 16.1% | 15.6% | · | 19.1% | |
| ROA | 0.96% | 0.91% | · | 2.2% | 1.2% | -0.42% | · | 2.9% | 2.3% | 1.7% | · | 2.5% | 2.1% | 1.9% | · | 3.0% | |
| ROE | 3.6% | 3.5% | · | 10.0% | 6.1% | -2.2% | · | 33.4% | 38.6% | 42.2% | · | 368.5% | -356.8% | -258.5% | · | 126.4% | |
| ROIC | 4.7% | 4.5% | · | 8.0% | 6.1% | 0.32% | · | 27.2% | 31.9% | 31.7% | · | 64.7% | 85.5% | 321.3% | · | -100.8% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 1.1 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | |
| Quick Ratio | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 3.8 | · | 5.6 | 4.7 | 4.4 | · | 7.5 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.3 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.5 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.5 | |
| Receivables Turnover | 5.0 | 5.3 | · | 4.9 | 4.5 | 3.9 | · | 2.6 | 2.6 | 2.5 | · | 2.5 | 2.7 | 2.7 | · | 2.6 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.63B | $7.41B | · | $6.91B | $6.02B | $5.33B | · | $5.00B | $4.97B | $4.94B | · | $5.04B | $4.97B | $4.94B | · | $5.09B | |
| Net Income TTM | $492M | $348M | · | $373M | $302M | $279M | · | $426M | $388M | $367M | · | $424M | $401M | $439M | · | $531M | |
| P/E | 33.9 | 45.6 | · | 45.3 | 41.7 | 37.7 | · | 22.8 | 21.6 | 27.4 | · | 18.1 | 17.7 | 16.3 | · | 8.6 | |
| Earnings Yield | 2.9% | 2.2% | · | 2.2% | 2.4% | 2.7% | · | 4.4% | 4.6% | 3.6% | · | 5.5% | 5.6% | 6.2% | · | 11.7% | |
| Payout Ratio | · | 35.2% | · | · | · | -99.4% | · | · | · | 32.6% | · | · | · | 24.4% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B |
| Margen Bruto % | 42.6% | 44.2% | 43.2% | 41.6% | 43.8% |
| Margen Operativo % | 10.1% | 12.9% | 12.3% | 13.8% | 18.5% |
| Beneficio neto | $384M | $384M | $368M | $456M | $624M |
| EPS Diluido | $1.84 | $2.16 | $2.08 | $2.53 | $3.06 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 0.8 | 1.1 | 1.2 | 1.2 | 1.2 |
| Ratio Rápido | 0.2 | 0.4 | 0.5 | 0.5 | 0.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $633M | $569M | $385M | $72M | $600M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 585 declarantes · $13.1B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 117 (+37 vs trimestre anterior) | 83 (-1 vs trimestre anterior) | 194 (-18 vs trimestre anterior) | 177 (-2 vs trimestre anterior) | +30.7M |
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 |
|---|---|---|---|---|
| FMR LLC | $1 409 376 730 | 17 976 744 | 10,72% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $717 865 131 | 9 156 443 | 5,46% | Acciones |
| Select Equity Group, L.P. | $697 186 974 | 8 892 691 | 5,30% | Acciones |
| WINDACRE PARTNERSHIP LLC | $660 151 520 | 8 420 300 | 5,02% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $644 534 318 | 8 221 101 | 4,90% | Acciones |
| STATE STREET CORP | $570 776 147 | 7 280 308 | 4,34% | Acciones |
| Linonia Partnership LP | $519 372 090 | 6 624 644 | 3,95% | Acciones |
| BROWNING WEST LP | $499 401 336 | 6 369 915 | 3,80% | Acciones |
| ABRAMS CAPITAL MANAGEMENT, L.P. | $454 624 038 | 5 798 776 | 3,46% | Acciones |
| D1 Capital Partners L.P. | $390 068 538 | 4 975 364 | 2,97% | Acciones |
| Artisan Partners Limited Partnership | $365 600 782 | 4 663 275 | 2,78% | Acciones |
| LONDON CO OF VIRGINIA | $295 107 974 | 3 764 607 | 2,24% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $249 346 733 | 3 179 424 | 1,90% | Acciones |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $233 307 169 | 2 975 857 | 1,77% | Acciones |
| Point72 Asset Management, L.P. | $225 669 774 | 2 878 441 | 1,72% | Acciones |
| Third Point LLC | $201 548 290 | 2 570 769 | 1,53% | Acciones |
| BECK MACK & OLIVER LLC | $193 529 224 | 2 468 485 | 1,47% | Acciones |
| Avantyr Capital Partners, LP | $168 802 256 | 2 153 090 | 1,28% | Acciones |
| STEADFAST CAPITAL MANAGEMENT LP | $166 032 776 | 2 117 765 | 1,26% | Acciones |
| NORGES BANK | $161 177 307 | 2 055 833 | 1,23% | Acciones |
| CITADEL ADVISORS LLC | $133 454 989 | 1 702 232 | 1,02% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $131 103 366 | 1 672 238 | 1,00% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $126 769 507 | 1 616 958 | 0,96% | Acciones |
| Castle Hook Partners LP | $122 043 634 | 1 556 679 | 0,93% | Acciones |
| EMINENCE CAPITAL, LP | $111 840 516 | 1 512 994 | 0,85% | Acciones |
| GOLDMAN SACHS GROUP INC | $109 658 830 | 1 398 710 | 0,83% | Acciones |
| Avala Global LP | $107 831 046 | 1 375 396 | 0,82% | Acciones |
| Cartenna Capital, LP | $105 840 000 | 1 350 000 | 0,81% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $103 992 190 | 1 326 431 | 0,79% | Acciones |
| Forest Avenue Capital Management LP | $101 617 533 | 1 296 142 | 0,77% | Acciones |
| Luxor Capital Group, LP | $94 715 040 | 1 208 100 | 0,72% | Acciones |
| Hudson Way Capital Management LLC | $94 535 269 | 1 205 807 | 0,72% | Acciones |
| FIL Ltd | $83 365 150 | 1 063 331 | 0,63% | Acciones |
| Artemis Investment Management LLP | $80 183 992 | 1 022 755 | 0,61% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $79 816 962 | 1 018 359 | 0,61% | Acciones |
| 140 Summer Partners LP | $78 030 501 | 995 287 | 0,59% | Acciones |
| Clearbridge Investments, LLC | $75 383 918 | 961 530 | 0,57% | Acciones |
| BANK OF AMERICA CORP /DE/ | $72 360 691 | 922 968 | 0,55% | Acciones |
| Schonfeld Strategic Advisors LLC | $71 832 586 | 916 232 | 0,55% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $70 560 000 | 900 000 | 0,54% | Opción de compra |
| SCOPUS ASSET MANAGEMENT, L.P. | $69 384 000 | 885 000 | 0,53% | Acciones |
| M.D. Sass, LLC | $65 563 215 | 836 265 | 0,50% | Acciones |
| CITADEL ADVISORS LLC | $62 743 520 | 800 300 | 0,48% | Opción de compra |
| Engineers Gate Manager LP | $60 011 829 | 765 457 | 0,46% | Acciones |
| Gotham Asset Management, LLC | $55 063 378 | 702 339 | 0,42% | Acciones |
| GOODNOW INVESTMENT GROUP, LLC | $53 894 120 | 687 425 | 0,41% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $53 380 946 | 684 898 | 0,41% | Acciones |
| Wolf Hill Capital Management, LP | $50 960 000 | 650 000 | 0,39% | Acciones |
| Empyrean Capital Partners, LP | $49 548 800 | 632 000 | 0,38% | Acciones |
| SW Investment Management LLC | $47 040 000 | 600 000 | 0,36% | Acciones |
| Greenstone Partners & Co., LLC | $44 580 906 | 568 634 | 0,34% | Acciones |
| Balyasny Asset Management L.P. | $43 044 422 | 549 036 | 0,33% | Acciones |
| JANE STREET GROUP, LLC | $42 398 720 | 540 800 | 0,32% | Opción de compra |
| No Street GP LP | $42 336 000 | 540 000 | 0,32% | Acciones |
| RHUMBLINE ADVISERS | $41 710 628 | 532 024 | 0,32% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $41 590 494 | 530 491 | 0,32% | Acciones |
| AMERIPRISE FINANCIAL INC | $37 392 724 | 476 948 | 0,28% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $37 263 050 | 475 294 | 0,28% | Acciones |
| 12th Street Asset Management Company, LLC | $32 376 389 | 412 964 | 0,25% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $31 818 278 | 405 845 | 0,24% | Acciones |
| Swiss National Bank | $31 438 400 | 401 000 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29 980 160 | 382 400 | 0,23% | Opción de compra |
| Robertson Opportunity Capital, LLC | $27 818 358 | 354 826 | 0,21% | Acciones |
| Highlander Partners, L.P. | $25 832 800 | 329 500 | 0,20% | Acciones |
| Interval Partners, LP | $24 887 766 | 317 446 | 0,19% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $23 336 387 | 297 658 | 0,18% | Acciones |
| Greenstone Partners, L.P. | $22 939 194 | 272 017 | 0,17% | Acciones |
| Anabranch Capital Management, LP | $22 775 278 | 290 501 | 0,17% | Acciones |
| Retirement Systems of Alabama | $21 524 328 | 274 545 | 0,16% | Acciones |
| Ceredex Value Advisors LLC | $21 465 920 | 273 800 | 0,16% | Acciones |
| California Public Employees Retirement System | $20 003 838 | 255 151 | 0,15% | Acciones |
| CLOUGH CAPITAL PARTNERS L P | $19 880 280 | 253 575 | 0,15% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $19 600 000 | 250 000 | 0,15% | Acciones |
| LOOMIS SAYLES & CO L P | $19 491 411 | 248 615 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 705 604 | 253 052 | 0,14% | Acciones |
| Verition Fund Management LLC | $17 839 685 | 227 547 | 0,14% | Acciones |
| Broad Bay Capital Management, LP | $17 765 832 | 226 605 | 0,14% | Acciones |
| BlackRock, Inc. | $17 701 309 | 225 782 | 0,13% | Acciones |
| MAPLELANE CAPITAL, LLC | $17 478 888 | 222 945 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17 137 391 | 231 837 | 0,13% | Acciones |
| PARNASSUS INVESTMENTS, LLC | $16 208 573 | 206 742 | 0,12% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $16 072 862 | 205 011 | 0,12% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $15 956 205 | 203 523 | 0,12% | Acciones |
| VANGUARD GROUP INC | $15 526 506 | 173 908 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $15 108 150 | 192 706 | 0,11% | Acciones |
| Cresset Asset Management, LLC | $13 445 321 | 171 496 | 0,10% | Acciones |
| MARSHALL WACE, LLP | $13 376 530 | 170 619 | 0,10% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13 271 395 | 169 278 | 0,10% | Acciones |
| Nuveen Asset Management, LLC | $13 100 605 | 231 092 | 0,10% | Acciones |
| USS Investment Management Ltd | $12 974 224 | 165 477 | 0,10% | Acciones |
| JANE STREET GROUP, LLC | $12 802 720 | 163 300 | 0,10% | Opción de venta |
| FIRST TRUST ADVISORS LP | $12 548 950 | 160 063 | 0,10% | Acciones |
| Quantinno Capital Management LP | $12 330 519 | 157 277 | 0,09% | Acciones |
| MAPLELANE CAPITAL, LLC | $12 206 880 | 155 700 | 0,09% | Opción de compra |
| RIHO Partners, LLC | $12 130 198 | 164 099 | 0,09% | Acciones |
| Governors Lane LP | $11 829 384 | 150 885 | 0,09% | Acciones |
| ELWOOD CAPITAL PARTNERS LP | $11 766 899 | 150 088 | 0,09% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $11 481 210 | 146 444 | 0,09% | Acciones |
| TIG Advisors, LLC | $11 092 973 | 141 492 | 0,08% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $11 051 578 | 140 964 | 0,08% | Acciones |
Informantes de la empresa 55 insiders · 17 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Scott L Thompson | CEO & PRESIDENT | 26 de febrero de 2026 A | 4 093 634 | 0 | 0 | $0 |
| Clifford H Buster III | CEO, North America | 11 de junio de 2025 M | 280 755 | 0 | 0 | $0 |
| Mark A Sarvary | CEO & PRESIDENT | 27 de febrero de 2015 A | 68 556 | 0 | 0 | $0 |
| Barry Hytinen | CFO, EVP | 24 de febrero de 2017 A | 36 979 | 0 | 0 | $0 |
| Dale E Williams | EVP & CFO | 27 de febrero de 2015 A | 178 744 | 0 | 0 | $0 |
| William T Yaggi | COO | 19 de febrero de 2016 F | 5 522 | 0 | 0 | $0 |
| Hansbart Wijnand | EVP, INTERNATIONAL | 28 de febrero de 2025 A | 49 585 | 0 | 0 | $0 |
| Scott Vollet | EVP, Global Operations | 28 de febrero de 2025 A | 447 234 | 0 | 0 | $0 |
| Thomas A. Murray | EVP, CMO U.S. | 28 de febrero de 2025 A | 195 892 | 0 | 0 | $0 |
| Steven H Rusing | EVP, President, U.S. Sales | 28 de febrero de 2025 A | 275 291 | 0 | 0 | $0 |
| Richard W Anderson | EVP & President, North America | 21 de noviembre de 2019 G | 54 938 | 0 | 0 | $0 |
| Jay G Spenchian | EVP, Chief Marketing Officer | 28 de febrero de 2017 M | 23 420 | 0 | 0 | $0 |
| Lou H Jones | EVP, GC & SECRETARY | 28 de julio de 2016 M | 26 475 | 0 | 0 | $0 |
| Brad Patrick | EVP, Chief HR Officer | 6 de noviembre de 2015 M | 3 414 | 0 | 0 | $0 |
| Matthew Clift | EVP, GLOBAL OPERATIONS | 13 de marzo de 2013 M | 23 834 | 0 | 0 | $0 |
| Jeffrey B Johnson | VP, Corp. Ctrl, CAO, Asst. Sec | 1 de mayo de 2006 M | 0 | 0 | 0 | $0 |
| David C Fogg | Senior Vice President | 16 de mayo de 2005 S | 0 | 0 | 0 | $0 |
| Richard W Neu | Consejero | 13 de mayo de 2026 A | 173 812 | 0 | 0 | $0 |
| Cathy R. Gates | Consejero | 5 de septiembre de 2025 S | 38 575 | 0 | 1 | $-522 490 |
| Meredith R. Siegfried | Consejero | 14 de mayo de 2025 A | 15 123 | 0 | 0 | $0 |
| Simon Dyer | Consejero | 9 de mayo de 2025 F | 9 245 | 0 | 0 | $0 |
| John Heil | Consejero | 9 de mayo de 2024 A | 134 530 | 0 | 0 | $0 |
| Jon L Luther | Consejero | 25 de febrero de 2022 M | 94 255 | 0 | 0 | $0 |
| Robert B Trussell JR | Consejero | 17 de diciembre de 2021 G | 29 800 | 0 | 0 | $0 |
| Arik W Ruchim | Consejero | 15 de marzo de 2021 S | 11 000 000 | 0 | 0 | $0 |
| Usman Nabi | Consejero | 11 de marzo de 2018 J | 7 311 200 | 0 | 0 | $0 |
| Lawrence J Rogers | Consejero | 4 de mayo de 2016 M | 23 268 | 0 | 0 | $0 |
| Peter K Hoffman | Consejero | 3 de marzo de 2016 M | 47 644 | 0 | 0 | $0 |
| Paul R Judge | Consejero | 11 de mayo de 2015 A | 5 201 | 0 | 0 | $0 |
| Nancy F Koehn | Consejero | 11 de mayo de 2015 A | 6 721 | 0 | 0 | $0 |
| Francis A Doyle | Consejero | 11 de mayo de 2015 A | 58 893 | 0 | 0 | $0 |
| Christopher A Masto | Consejero | 7 de mayo de 2014 A | 5 601 | 0 | 0 | $0 |
| Andrews P Mclane | Consejero | 7 de mayo de 2014 A | 220 081 | 0 | 0 | $0 |
| Thomas H Bryant | Consejero | 3 de febrero de 2010 S | 57 836 | 0 | 0 | $0 |
| Jeffrey S Barber | Consejero | 21 de febrero de 2007 J | 30 576 | 0 | 0 | $0 |
| Tully M Friedman | Consejero | 28 de marzo de 2006 S | 0 | 0 | 0 | $0 |
| Chieftain Capital Management, Inc. | Propietario del 10% | 23 de noviembre de 2012 P | 2 141 775 | 0 | 0 | $0 |
| FRIEDMAN FLEISCHER & LOWE GP LLC | Propietario del 10% | 25 de abril de 2005 J | 0 | 0 | 0 | $0 |
| Evelyn S Dilsaver | — | 13 de mayo de 2026 A | 156 574 | 0 | 0 | $0 |
| Peter R Sachse | — | 13 de mayo de 2026 A | 65 947 | 0 | 0 | $0 |
| Bhaskar Rao | — | 26 de febrero de 2026 A | 354 036 | 0 | 0 | $0 |
| David Montgomery | — | 26 de febrero de 2026 A | 858 570 | 0 | 0 | $0 |
| TA ASSOCIATES STRATEGIC PARTNERS FUND A LP | — | 21 de marzo de 2007 S | 52 372 | 0 | 0 | $0 |
| TA ASSOCIATES STRATEGIC PARTNERS FUND B LP | — | 21 de marzo de 2007 S | 9 627 | 0 | 0 | $0 |
| TA ASSOCIATES SPF LP | — | 21 de marzo de 2007 S | 61 999 | 0 | 0 | $0 |
| TA ASSOCIATES INC | — | 21 de marzo de 2007 S | 4 399 187 | 0 | 0 | $0 |
| TA ASSOCIATES SDF LLC | — | 21 de febrero de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES AP IV LP | — | 21 de febrero de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES VIII LLC | — | 21 de febrero de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES IX LLC | — | 21 de febrero de 2007 J | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| H Partners Management, LLC, H Partners, LP, H Partners Capital, LLC, Rehan Jaffer ×16 presentaciones | 4 de agosto de 2021 | — | Presentación inicial | — | SEC |
| Chieftain Capital Management, Inc. ×2 presentaciones | 14 de abril de 2015 | — | Presentación inicial | Inversión pasiva | SEC |
| Friedman Fleischer & Lowe Capital Partners II, L.P., FFL Executive Partners II, L.P., FFL Parallel Fund II, L.P., Friedman Fleischer & Lowe GP II, L.P., Friedman Fleischer & Lowe GP II, LLC, David L. Lowe, Spencer C. Fleischer, Tully M. Friedman, Christopher A. Masto ×2 presentaciones | 17 de febrero de 2010 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 103 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 |
|---|---|---|---|---|
| AMID · EA Series Trust | 2,17% | 32 105 NS | 29 de mayo de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,24% | 211 425 NS | 30 de abril de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,11% | 1 284 364 SH | 8 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,86% | 207 547 SH | 8 de agosto de 2026 | Diario |
| IJK · iShares Trust | 0,73% | 1 230 881 SH | 8 de agosto de 2026 | Diario |
| FFLV · FIDELITY COVINGTON TRUST | 0,72% | 1 648 NS | 30 de abril de 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,70% | 104 123 NS | 30 de abril de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,67% | 3 228 NS | 31 de mayo de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,67% | 36 972 SH | 8 de agosto de 2026 | Diario |
| PAMC · Pacer Funds Trust | 0,67% | 5 558 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,60% | 283 NS | 29 de mayo de 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,55% | 12 458 NS | 30 de abril de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,54% | 18 884 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,51% | 8 380 NS | 30 de abril de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,48% | 79 775 NS | 30 de abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,47% | 24 079 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,45% | 339 756 SH | 8 de agosto de 2026 | Diario |
| JSMD · Janus Detroit Street Trust | 0,43% | 55 850 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,43% | 28 428 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,43% | 28 880 SH | 8 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,41% | 33 735 NS | 30 de abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,38% | 7 257 507 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,37% | 2 268 412 SH | 8 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,32% | 7 252 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,32% | 3 477 NS | 30 de abril de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,30% | 265 063 SH | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,29% | 59 691 SH | 8 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 75 642 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,28% | 567 603 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,28% | 85 930 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,26% | 28 040 NS | 31 de mayo de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,25% | 59 174 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,24% | 15 101 NS | 30 de abril de 2026 | N-PORT |
| TEXN · iShares Trust | 0,23% | 588 SH | 8 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,22% | 1 013 NS | 31 de mayo de 2026 | N-PORT |
| IYC · iShares Trust | 0,22% | 40 596 SH | 8 de agosto de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 59 331 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,20% | 131 730 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,19% | 2 413 888 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,19% | 4 583 199 SH | 8 de agosto de 2026 | Diario |
| APUE · Trust for Professional Managers | 0,18% | 64 911 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,18% | 102 018 SH | 8 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 44 074 NS | 31 de mayo de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,17% | 33 238 NS | 30 de abril de 2026 | N-PORT |
| IMCG · iShares Trust | 0,16% | 101 601 SH | 8 de agosto de 2026 | Diario |
| IEDI · iShares U.S. ETF Trust | 0,15% | 674 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,15% | 66 866 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,13% | 7 668 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,12% | 12 093 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,11% | 255 304 SH | 8 de agosto de 2026 | Diario |