En esta página
01SITE precio
02Instantánea
03Gráfico
05Acerca de
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
SITE SiteOne Landscape Supply, Inc. Common Stock
NYSE · Trading Companies & Distributors · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 29, 2026
$89,56
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$85,93mínimo 52 semanas
$168,56máximo 52 semanas
Capitalización Bursátil (MRQ)
$3.92B
P/E (TTM)
24.5
BPA (TTM)
$3.66
Ingresos (TTM)
$4.77B
tus insignias
Rango 52S
$86–$169
Calificación del Analista
BUY
Precio Objetivo
$127
P/E
24.5
ROE
9.8%
Margen de Beneficio Neto
3.4%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
SITE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$89.56
Capitalización Bursátil (MRQ)
$3.92B
P/E (TTM)
24.5
BPA (TTM)
$3.66
Ingresos (TTM)
$4.77B
ROE (TTM)
9.8%
Deuda/Capital (MRQ)
0.3
Rango 52S
$86–$169
SITE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de SiteOne Landscape Supply, Inc. Common Stock Descripción general de la empresa de Wikipedia
sectorIndustrials
industriaTrading Companies & Distributors
empleados7 750
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$4.70B2017-01-01 → 2025-12-28
BPA$3.372017-01-01 → 2025-12-28
Flujo de caja libre$247M2017-01-01 → 2025-12-28
Margen neto3.4%2017-01-01 → 2025-12-28
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SITE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 24.5promedio 5A ≈39.7 | ≈39.7 | 27.2 | Sobrevalorado | |
| P/S (TTM) | 0.8promedio 5A ≈1.7 | ≈1.7 | 1.1 | Valor razonable | |
| P/C (MRQ) | 2.3promedio 5A ≈5.3 | ≈5.3 | 2.5 | Sobrevalorado | |
| EV / EBITDA | 17.5promedio 5A ≈27.9 | ≈27.9 | · | · | |
| Precio / FCF (TTM) | 15.1promedio 5A ≈32.8 | ≈32.8 | · | · | |
| Precio / Flujo de Caja (TTM) | 12.1promedio 5A ≈28.1 | ≈28.1 | 10.5 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 0.9promedio 5A ≈1.8 | ≈1.8 | · | · | |
| EV / FCF | 16.9promedio 5A ≈33.9 | ≈33.9 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 2.7promedio 5A ≈10.6 | ≈10.6 | · | · | |
| PEG Ratio (Ratio PEG) | ≈5.9 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SITE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 35.1%promedio 5A ≈34.8% | ≈34.8% | 34.3% | En línea | |
| Margen Operativo (TTM) | 5.3%promedio 5A ≈6.5% | ≈6.5% | 6.5% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 5.1%promedio 5A ≈6.5% | ≈6.5% | 8.7% | De primer nivel | |
| Margen antes de impuestos (TTM) | 4.5%promedio 5A ≈5.9% | ≈5.9% | 4.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 3.4%promedio 5A ≈4.6% | ≈4.6% | 3.4% | De primer nivel | |
| ROA (TTM) | 4.7%promedio 5A ≈7.7% | ≈7.7% | 4.4% | En línea | |
| ROE (TTM) | 9.8%promedio 5A ≈14.0% | ≈14.0% | 8.3% | En línea | |
| ROIC | 9.0%promedio 5A ≈12.4% | ≈12.4% | 9.0% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | SITE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.3promedio 5A ≈0.2 | ≈0.2 | 0.3 | En línea | |
| Ratio corriente (MRQ) | 2.3promedio 5A ≈2.4 | ≈2.4 | 2.3 | En línea | |
| Quick Ratio (Ratio Rápido) | 1.1promedio 5A ≈1.0 | ≈1.0 | 1.0 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.3promedio 5A ≈0.2 | ≈0.2 | 0.3 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SITE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 3.6%promedio 5A ≈12.1% | ≈12.1% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 5.4%promedio 5A ≈10.5% | ≈10.5% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.7% | · | · | · | |
| EPS YoY (EPS interanual) | 24.3%promedio 5A ≈11.7% | ≈11.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 22.8%promedio 5A ≈12.8% | ≈12.8% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -14.3%promedio 5A ≈-7.5% | ≈-7.5% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 4.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -14.8%promedio 5A ≈-7.3% | ≈-7.3% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 4.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SITE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.5promedio 5A ≈1.6 | ≈1.6 | 1.0 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 8.6promedio 5A ≈9.2 | ≈9.2 | 6.6 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$607.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-7.4%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $3.14 | $3.39 | -7.5% |
| 31 de marzo de 2026 | $-0.59 | $-0.40 | -47.7% | |
| 31 de diciembre de 2025 | $-0.19 | $-0.28 | 32.8% | |
| 30 de septiembre de 2025 | $1.31 | $1.28 | 2.2% | |
| 30 de junio de 2025 | $2.86 | $2.95 | -3.1% | |
| 31 de marzo de 2025 | $-0.61 | $-0.50 | -21.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.70B | $4.54B | $4.30B | $4.01B | $3.48B | $2.70B | $2.36B | $2.11B | $1.86B | $1.65B | $1.45B | $1.18B | |
| Gross Profit | $1.64B | $1.56B | $1.49B | $1.42B | $1.21B | $901M | $773M | $678M | $596M | $516M | $429M | $311M | |
| SG&A Expense | $1.42B | $1.39B | $1.26B | $1.10B | $901M | $728M | $654M | $579M | $502M | $446M | $373M | $269M | |
| Operating Income | $238M | $192M | $250M | $333M | $314M | $180M | $125M | $107M | $98M | $74M | $60M | $45M | |
| Interest Expense | · | · | $27M | $20M | $19M | $31M | $33M | $32M | $25M | $22M | $11M | $9M | |
| Pretax Income | $203M | $160M | $223M | $313M | $294M | $149M | $92M | $75M | $73M | $52M | $48M | $36M | |
| Income Tax | $46M | $36M | $50M | $68M | $56M | $28M | $14M | $1M | $18M | $21M | $20M | $14M | |
| Net Income | $152M | $124M | $173M | $245M | $238M | $121M | $78M | $74M | $55M | $31M | $29M | $22M | |
| EPS (Basic) | $3.39 | $2.73 | $3.84 | $5.45 | $5.35 | $2.83 | $1.89 | $1.83 | $1.37 | $-3.01 | $-1.04 | $-0.29 | |
| EPS (Diluted) | $3.37 | $2.71 | $3.80 | $5.36 | $5.20 | $2.75 | $1.82 | $1.73 | $1.29 | $-3.01 | $-1.04 | $-0.29 | |
| Shares (Basic) | 44,831,332 | 45,244,491 | 45,112,977 | 45,048,218 | 44,578,649 | 42,858,691 | 41,218,843 | 40,488,196 | 39,754,595 | 30,316,087 | 14,209,843 | 13,818,138 | |
| Shares (Diluted) | 45,083,396 | 45,635,077 | 45,686,268 | 45,780,836 | 45,805,373 | 44,093,501 | 42,750,348 | 42,633,309 | 42,193,432 | 30,316,087 | 14,209,843 | 13,818,138 | |
| EBITDA | $238M | $192M | $250M | $333M | $314M | $180M | $125M | $107M | $98M | $74M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $191M | $107M | $82M | $29M | $54M | $55M | $19M | $17M | $17M | $16M | $20M | $11M | |
| Receivables | $547M | $547M | $491M | $456M | $394M | $293M | $283M | $285M | $220M | $169M | $137M | · | |
| Inventory | $876M | $827M | $771M | $768M | $637M | $459M | $427M | $412M | $338M | $290M | $266M | · | |
| Prepaid Expense | $62M | $56M | $61M | $56M | $41M | $38M | $29M | $41M | $24M | $14M | $12M | · | |
| Current Assets | $1.70B | $1.55B | $1.41B | $1.32B | $1.13B | $852M | $766M | $765M | $602M | $490M | $442M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | $88M | $76M | $70M | $66M | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $157M | $127M | $106M | $89M | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | $68M | $51M | $36M | $23M | · | |
| Goodwill | $530M | $518M | $486M | $412M | $311M | $251M | $181M | $148M | $106M | $71M | $48M | $11M | |
| Intangibles | $220M | $261M | $281M | $276M | $214M | $196M | $151M | $156M | $113M | $103M | $104M | · | |
| Other Non-current Assets | $21M | $16M | $14M | $13M | $9M | $8M | $8M | $11M | $14M | $9M | $8M | · | |
| Total Assets | $3.22B | $3.07B | $2.83B | $2.53B | $2.12B | $1.70B | $1.44B | $1.17B | $911M | $743M | $669M | · | |
| Accounts Payable | $311M | $316M | $271M | $280M | $254M | $173M | $162M | $185M | $124M | $108M | $86M | · | |
| Accrued Liabilities | $137M | $130M | $115M | $110M | $82M | $60M | $49M | $46M | $33M | $33M | $24M | · | |
| Current Liabilities | $687M | $641M | $578M | $560M | $513M | $369M | $311M | $282M | $206M | $186M | $145M | · | |
| Capital Leases | $362M | $342M | $313M | $260M | $244M | $208M | $186M | $10M | $7M | $7M | $7M | · | |
| Deferred Tax | $0 | $0 | $2M | $8M | $5M | $5M | $3M | $7M | $8M | $20M | $26M | · | |
| Other Non-current Liabilities | $4M | $11M | $12M | $13M | $11M | $25M | $13M | $14M | $17M | $9M | $9M | · | |
| Total Liabilities | $1.54B | $1.48B | $1.34B | $1.23B | $1.06B | $901M | $1.05B | $867M | $698M | $594M | $364M | · | |
| Long-term Debt | $385M | $388M | $373M | $351M | $255M | $264M | $525M | $558M | $464M | $376M | $178M | · | |
| Total Debt | $385M | $388M | $373M | $351M | $255M | $264M | $525M | $558M | $464M | $376M | · | · | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $100.0K | · | |
| Paid-in Capital | $658M | $626M | $602M | $577M | $562M | $542M | $262M | $242M | $228M | $219M | $113M | · | |
| Retained Earnings | $1.19B | $1.04B | $916M | $743M | $498M | $259M | $138M | $60M | $-15M | $-70M | $-24M | · | |
| Treasury Stock | $186M | $88M | $37M | $25M | $300.0K | · | · | · | · | · | · | · | |
| AOCI | $-5M | $-6M | $4M | $8M | $-2M | $-6M | $-6M | $-800.0K | $-300.0K | $-1M | $-1M | · | |
| Stockholders' Equity | $1.66B | $1.57B | $1.49B | $1.30B | $1.06B | $795M | $393M | $302M | $213M | $149M | $88M | $79M | |
| Liabilities + Equity | $3.22B | $3.07B | $2.83B | $2.53B | $2.12B | $1.70B | $1.44B | $1.17B | $911M | $743M | $669M | · | |
| Shares Outstanding | 44,390,032 | 44,913,300 | 45,082,100 | 44,916,300 | 44,767,500 | 44,279,500 | 41,570,800 | 40,890,081 | 39,576,621 | 39,576,621 | 14,250,111 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $27M | $25M | $26M | $18M | $14M | $11M | $12M | $8M | $6M | $5M | $3M | $2M | |
| Deferred Tax | $4M | $-11M | $-14M | $-5M | $-3M | $400.0K | $-3M | $-7M | $-16M | $-10M | $-8M | $600.0K | |
| Amort. of Intangibles | $56M | $61M | $63M | $51M | $45M | $36M | $32M | $29M | $24M | $22M | $18M | $10M | |
| Operating Cash Flow | $300M | $283M | $298M | $217M | $211M | $229M | $131M | $78M | $16M | $73M | $71M | $53M | |
| CapEx | $54M | $40M | $32M | $27M | $32M | $19M | $20M | $15M | $14M | $9M | $10M | $4M | |
| Investing Cash Flow | $-83M | $-177M | $-226M | $-284M | $-182M | $-184M | $-92M | $-164M | $-99M | $-75M | $-111M | $-27M | |
| Stock Issued | $10M | $6M | $5M | $4M | $9M | $272M | $8M | $7M | $3M | $200.0K | $2M | $5M | |
| Stock Repurchased | $98M | $51M | $12M | $24M | $0 | $0 | · | $0 | $0 | $200.0K | $100.0K | $0 | |
| Net Stock Activity | $-89M | $-46M | $-7M | $-21M | $9M | $272M | $8M | $7M | $3M | $0 | · | · | |
| Financing Cash Flow | $-135M | $-81M | $-18M | $43M | $-30M | $-9M | $-37M | $87M | $82M | $-2M | $50M | $-34M | |
| Net Change in Cash | $84M | $25M | $53M | $-25M | $-2M | $36M | $2M | $600.0K | $400.0K | $-4M | $10M | $-9M | |
| Taxes Paid | $38M | $58M | $46M | $82M | $56M | $25M | $16M | $14M | $36M | $24M | $22M | $26M | |
| Free Cash Flow | $247M | $243M | $265M | $190M | $178M | $211M | $111M | $63M | $2M | $64M | · | · | |
| Levered FCF | · | · | $244M | $174M | $163M | $186M | $83M | $32M | $-17M | $51M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 34.8% | 34.4% | 34.7% | 35.4% | 34.9% | 33.3% | 32.8% | 32.1% | 32.0% | 31.3% | · | · | |
| Operating Margin | 5.1% | 4.2% | 5.8% | 8.3% | 9.0% | 6.7% | 5.3% | 5.1% | 5.2% | 4.5% | · | · | |
| Net Margin | 3.2% | 2.7% | 4.0% | 6.1% | 6.9% | 4.5% | 3.3% | 3.5% | 2.9% | 1.9% | · | · | |
| Pretax Margin | 4.3% | 3.5% | 5.2% | 7.8% | 8.5% | 5.5% | 3.9% | 3.6% | 3.9% | 3.1% | · | · | |
| EBITDA Margin | 5.1% | 4.2% | 5.8% | 8.3% | 9.0% | 6.7% | 5.3% | 5.1% | 5.2% | 4.5% | · | · | |
| ROA | 4.8% | 4.2% | 6.5% | 10.5% | 12.5% | 7.7% | 5.9% | 7.1% | 6.6% | 4.3% | · | · | |
| ROE | 9.2% | 7.7% | 11.6% | 18.7% | 22.9% | 15.4% | 20.0% | 24.4% | 30.2% | 25.9% | · | · | |
| ROIC | 9.0% | 7.6% | 10.5% | 15.8% | 19.3% | 13.9% | 11.6% | 12.3% | 10.9% | 8.3% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.4 | 2.4 | 2.4 | 2.2 | 2.3 | 2.5 | 2.7 | 2.9 | 2.6 | · | · | |
| Quick Ratio | 1.1 | 1.0 | 1.0 | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.0 | · | · | |
| Debt / Equity | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 1.3 | 1.8 | 2.2 | 2.5 | · | · | |
| LT Debt / Equity | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 1.3 | 1.8 | 2.2 | 2.5 | · | · | |
| Interest Coverage | · | · | 9.2 | 16.7 | 16.3 | 5.8 | 3.7 | 3.3 | 3.9 | 3.3 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | 1.6 | 1.7 | 1.8 | 1.7 | 1.8 | 2.0 | 2.3 | 2.3 | · | · | |
| Receivables Turnover | 8.6 | 8.8 | 9.1 | 9.5 | 10.1 | 9.4 | 8.3 | 8.4 | 9.6 | 10.8 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.38 | $35.01 | $32.96 | $29.01 | $23.63 | $17.95 | $9.46 | $7.55 | $5.33 | $3.76 | · | · | |
| Revenue / Share | $104.36 | $99.50 | $94.15 | $87.69 | $75.88 | $61.34 | $55.15 | $49.55 | $44.12 | $54.37 | · | · | |
| Cash Flow / Share | $6.67 | $6.21 | $6.51 | $4.74 | $4.60 | $5.20 | $3.06 | $1.83 | $0.39 | $2.40 | · | · | |
| Cash / Share | $4.29 | $2.38 | $1.83 | $0.65 | $1.20 | $1.25 | $0.46 | $0.43 | $0.42 | $0.41 | · | · | |
| EPS (TTM) | $3.37 | $2.71 | $3.80 | $5.36 | $5.20 | $2.75 | $1.82 | $1.73 | $1.29 | $-3.01 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 5.6% | 7.1% | 15.5% | 28.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.4% | 9.3% | 16.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 24.3% | -28.7% | -29.1% | 3.1% | 89.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.3% | -19.5% | 11.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 22.8% | -28.7% | -29.3% | 2.9% | 96.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -14.8% | -19.7% | 12.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.70B | $4.54B | $4.30B | $4.01B | $3.48B | $2.70B | $2.36B | $2.11B | $1.86B | $1.65B | · | · | |
| Net Income TTM | $152M | $124M | $173M | $245M | $238M | $121M | $78M | $74M | $55M | $31M | · | · | |
| Market Cap | $5.65B | $6.01B | $7.33B | $5.27B | $10.85B | $7.02B | $3.76B | $2.22B | $3.06B | $1.37B | · | · | |
| Enterprise Value | $5.84B | $6.29B | $7.62B | $5.59B | $11.05B | $7.23B | $4.27B | $2.76B | $3.51B | $1.73B | · | · | |
| P/E | 37.7 | 49.3 | 42.8 | 21.9 | 46.6 | 57.7 | 49.7 | 32.1 | 59.5 | -11.5 | · | · | |
| P/S | 1.2 | 1.3 | 1.7 | 1.3 | 3.1 | 2.6 | 1.6 | 1.1 | 1.6 | 0.8 | · | · | |
| P/B | 3.4 | 3.8 | 4.9 | 4.0 | 10.3 | 8.8 | 9.6 | 7.4 | 14.4 | 9.2 | · | · | |
| P / Tangible Book | 6.2 | 7.6 | 10.2 | 8.6 | 20.4 | 20.2 | · | · | · | · | · | · | |
| P / Cash Flow | 18.8 | 21.2 | 24.6 | 24.3 | 51.5 | 30.6 | 28.8 | 28.4 | 188.0 | 18.9 | · | · | |
| P / FCF | 22.9 | 24.7 | 27.6 | 27.7 | 60.8 | 33.3 | 33.8 | 35.1 | 1702.6 | 21.4 | · | · | |
| EV / EBITDA | 24.5 | 32.7 | 30.4 | 16.8 | 35.2 | 40.2 | 34.2 | 25.7 | 35.9 | 23.4 | · | · | |
| EV / FCF | 23.7 | 25.9 | 28.7 | 29.4 | 62.0 | 34.3 | 38.3 | 43.7 | 1950.9 | 27.0 | · | · | |
| EV / Revenue | 1.2 | 1.4 | 1.8 | 1.4 | 3.2 | 2.7 | 1.8 | 1.3 | 1.9 | 1.1 | · | · | |
| Earnings Yield | 2.6% | 2.0% | 2.3% | 4.6% | 2.1% | 1.7% | 2.0% | 3.1% | 1.7% | -8.7% | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.53B | $940M | $1.05B | $1.26B | $1.46B | $939M | $1.01B | $1.21B | $1.41B | $905M | $1.30B | $1.35B | $837M | $1.34B | |
| Gross Profit | $564M | $319M | $357M | $437M | $531M | $310M | $338M | $411M | $510M | $301M | $446M | $489M | $287M | $490M | |
| SG&A Expense | $371M | $350M | $366M | $357M | $349M | $343M | $364M | $349M | $344M | $328M | $414M | $321M | $291M | $402M | |
| Operating Income | $198M | $-26M | $-5M | $85M | $187M | $-30M | $-25M | $70M | $170M | $-22M | $38M | $171M | $-300.0K | $91M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $7M | · | $7M | $7M | · | |
| Pretax Income | $188M | $-34M | $-13M | $76M | $177M | $-37M | $-32M | $60M | $161M | $-29M | $30M | $164M | $-7M | $86M | |
| Income Tax | $48M | $-10M | $-5M | $16M | $45M | $-9M | $-10M | $16M | $40M | $-10M | $8M | $40M | $-3M | $21M | |
| Net Income | $139M | $-27M | $-9M | $59M | $129M | $-27M | $-22M | $44M | $120M | $-19M | $22M | $124M | $-4M | $65M | |
| EPS (Basic) | $3.16 | $-0.60 | $-0.20 | $1.32 | $2.88 | $-0.61 | $-0.48 | $0.98 | $2.66 | $-0.43 | $0.47 | $2.75 | $-0.10 | $1.44 | |
| EPS (Diluted) | $3.14 | $-0.60 | $-0.19 | $1.31 | $2.86 | $-0.61 | $-0.46 | $0.97 | $2.63 | $-0.43 | $0.49 | $2.71 | $-0.10 | $1.43 | |
| Shares (Basic) | 44,150,162 | 44,586,582 | · | 44,802,833 | 44,817,997 | 45,084,610 | · | 45,229,528 | 45,266,829 | 45,263,984 | · | 45,093,712 | 45,045,851 | · | |
| Shares (Diluted) | 44,362,853 | 44,586,582 | · | 45,035,242 | 45,089,441 | 45,084,610 | · | 45,572,078 | 45,647,328 | 45,263,984 | · | 45,682,976 | 45,045,851 | · | |
| EBITDA | $198M | $-26M | · | $85M | $187M | $-30M | · | $70M | $170M | $-22M | · | $171M | $-300.0K | · |
Balance general
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $87M | $84M | $191M | $107M | $79M | $57M | $107M | $86M | $72M | $42M | · | $70M | $40M | · | |
| Receivables | $672M | $577M | $547M | $606M | $648M | $562M | $547M | $575M | $610M | $528M | · | $570M | $496M | · | |
| Inventory | $1.09B | $1.11B | $876M | $963M | $1.02B | $1.03B | $827M | $885M | $935M | $934M | · | $865M | $943M | · | |
| Prepaid Expense | $88M | $80M | $62M | $90M | $74M | $75M | $56M | $91M | $72M | $74M | · | $81M | $74M | · | |
| Current Assets | $1.94B | $1.88B | $1.70B | $1.77B | $1.82B | $1.75B | $1.55B | $1.64B | $1.69B | $1.58B | · | $1.59B | $1.57B | · | |
| Goodwill | $559M | $568M | $530M | $522M | $523M | $520M | $518M | $510M | $510M | $485M | $486M | $434M | $422M | $412M | |
| Intangibles | $222M | $232M | $220M | $227M | $238M | $249M | $261M | $268M | $278M | $267M | · | $274M | $277M | · | |
| Other Non-current Assets | $20M | $19M | $21M | $18M | $17M | $17M | $16M | $12M | $10M | $11M | · | $9M | $9M | · | |
| Total Assets | $3.53B | $3.46B | $3.22B | $3.27B | $3.33B | $3.26B | $3.07B | $3.15B | $3.19B | $2.98B | · | $2.87B | $2.83B | · | |
| Accounts Payable | $440M | $454M | $311M | $342M | $391M | $432M | $316M | $328M | $348M | $391M | · | $382M | $366M | · | |
| Accrued Liabilities | $162M | $156M | $137M | $154M | $144M | $125M | $130M | $135M | $130M | $114M | · | $122M | $101M | · | |
| Current Liabilities | $842M | $809M | $687M | $711M | $755M | $741M | $641M | $649M | $683M | $670M | · | $683M | $608M | · | |
| Capital Leases | $383M | $366M | $362M | $336M | $342M | $335M | $342M | $342M | $327M | $305M | · | $300M | $294M | · | |
| Deferred Tax | $6M | · | · | · | · | · | · | $0 | $2M | $2M | · | $8M | $7M | · | |
| Other Non-current Liabilities | $4M | $4M | $4M | $4M | $10M | $10M | $11M | $10M | $13M | $10M | · | $15M | $15M | · | |
| Total Liabilities | $1.84B | $1.81B | $1.54B | $1.54B | $1.68B | $1.69B | $1.48B | $1.50B | $1.59B | $1.51B | · | $1.44B | $1.53B | · | |
| Long-term Debt | $506M | $536M | $385M | $388M | $470M | $503M | $388M | $411M | $480M | $448M | · | $380M | $563M | · | |
| Total Debt | $506M | $536M | · | $388M | $470M | $503M | · | $411M | $480M | $448M | · | · | · | · | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | $500.0K | $500.0K | · | |
| Paid-in Capital | $664M | $668M | $658M | $653M | $640M | $637M | $626M | $621M | $615M | $611M | · | $589M | $583M | · | |
| Retained Earnings | $1.30B | $1.17B | $1.19B | $1.20B | $1.14B | $1.01B | $1.04B | $1.06B | $1.02B | $897M | · | $862M | $738M | · | |
| Treasury Stock | $274M | $206M | $186M | $146M | $146M | $92M | $88M | $58M | $56M | $37M | · | $25M | $25M | · | |
| AOCI | $-7M | $-6M | $-5M | $-6M | $-5M | $-7M | $-6M | $-1M | $300.0K | $2M | · | $8M | $6M | · | |
| Stockholders' Equity | $1.69B | $1.62B | $1.66B | $1.70B | $1.63B | $1.55B | $1.57B | $1.62B | $1.58B | $1.47B | $1.49B | $1.44B | $1.30B | $1.30B | |
| Liabilities + Equity | $3.53B | $3.46B | $3.22B | $3.27B | $3.33B | $3.26B | $3.07B | $3.15B | $3.19B | $2.98B | · | $2.87B | $2.83B | · | |
| Shares Outstanding | 43,754,262 | 44,313,345 | 44,390,032 | 44,696,474 | 44,494,187 | 44,949,746 | 44,913,296 | 45,118,918 | 45,119,721 | 45,198,683 | 45,082,100 | 45,041,897 | 44,979,159 | 44,916,300 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $2M | $14M | $6M | $6M | $2M | $14M | $6M | $5M | $4M | $10M | $5M | · | $9M | $4M | |
| Deferred Tax | · | · | $3M | · | · | · | $-11M | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $17M | $13M | $13M | $14M | $16M | $15M | $15M | $16M | $15M | $15M | $21M | $15M | $15M | $17M | |
| Operating Cash Flow | $153M | $-122M | $165M | $129M | $137M | $-130M | $119M | $116M | $147M | $-99M | $108M | · | $-153M | $105M | |
| CapEx | $18M | $23M | $14M | $10M | $14M | $15M | $10M | $10M | $12M | $9M | $8M | · | $7M | $7M | |
| Investing Cash Flow | $-15M | $-102M | $-30M | $-16M | $-17M | $-21M | $-37M | $-20M | $-112M | $-7M | $-17M | · | $-40M | $-73M | |
| Stock Issued | $100.0K | $700.0K | $700.0K | $8M | $200.0K | $800.0K | $500.0K | $600.0K | $2M | $3M | $2M | · | $1M | $400.0K | |
| Stock Repurchased | $94M | $20M | $40M | $0 | $54M | $4M | $30M | $2M | $20M | $0 | $11M | · | $600.0K | $24M | |
| Net Stock Activity | · | $-19M | · | · | · | $-3M | · | · | · | $3M | · | · | $500.0K | · | |
| Financing Cash Flow | $-134M | $117M | $-51M | $-84M | $-99M | $100M | $-60M | $-82M | $-4M | $66M | $-83M | · | $203M | $-65M | |
| Net Change in Cash | $3M | $-107M | $84M | $28M | $22M | $-50M | $22M | $14M | $30M | $-41M | $8M | · | $11M | $-34M | |
| Taxes Paid | $2M | $1M | $-500.0K | $37M | $1M | $0 | $1M | $45M | $10M | $1M | $0 | · | $1M | $18M | |
| Free Cash Flow | · | $-145M | · | · | · | $-144M | · | · | · | $-108M | · | · | $-160M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-113M | · | · | $-164M | · |
Rentabilidad
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 36.9% | 33.9% | · | 34.8% | 36.4% | 33.0% | · | 34.0% | 36.1% | 33.3% | · | 36.1% | 34.3% | · | |
| Operating Margin | 12.9% | -2.8% | · | 6.8% | 12.8% | -3.1% | · | 5.8% | 12.0% | -2.5% | · | 12.7% | -0.04% | · | |
| Net Margin | 9.1% | -2.8% | · | 4.7% | 8.8% | -2.9% | · | 3.7% | 8.5% | -2.1% | · | 9.2% | -0.54% | · | |
| Pretax Margin | 12.3% | -3.6% | · | 6.0% | 12.1% | -3.9% | · | 5.0% | 11.4% | -3.2% | · | 12.1% | -0.86% | · | |
| EBITDA Margin | 12.9% | -2.8% | · | 6.8% | 12.8% | -3.1% | · | 5.8% | 12.0% | -2.5% | · | 12.7% | -0.04% | · | |
| ROA | 4.1% | -0.79% | · | 1.8% | 4.0% | -0.88% | · | 1.5% | 4.0% | -0.66% | · | · | · | · | |
| ROE | 8.4% | -1.7% | · | 3.5% | 8.0% | -1.8% | · | 2.9% | 8.0% | -1.4% | · | · | · | · | |
| ROIC | 6.7% | -0.85% | · | 3.2% | 6.7% | -1.1% | · | 2.5% | 6.2% | -0.77% | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.3 | · | 2.5 | 2.4 | 2.4 | · | 2.5 | 2.5 | 2.4 | · | · | · | · | |
| Quick Ratio | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | |
| Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | · | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -3.3 | · | 23.5 | -0.0 | · |
Eficiencia
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.5 | 0.3 | · | · | · | · | |
| Receivables Turnover | 2.3 | 1.7 | · | 2.1 | 2.3 | 1.7 | · | 2.2 | 2.4 | 1.8 | · | · | · | · |
Por Acción
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.57 | $36.59 | · | $38.07 | $36.64 | $34.51 | · | $35.98 | $34.95 | $32.61 | · | · | · | · | |
| Revenue / Share | $34.50 | $21.08 | · | $27.94 | $32.42 | $20.84 | · | $26.52 | $30.97 | $19.99 | · | $29.63 | $18.59 | · | |
| Cash Flow / Share | · | $-2.74 | · | · | · | $-2.87 | · | · | · | $-2.19 | · | · | $-3.39 | · | |
| Cash / Share | $2.00 | $1.90 | · | $2.39 | $1.77 | $1.26 | · | $1.90 | $1.59 | $0.92 | · | · | · | · | |
| EPS (TTM) | $3.66 | $3.38 | · | $3.10 | $2.76 | $2.53 | · | $3.66 | $3.94 | $4.02 | · | $5.64 | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.77B | $4.71B | · | $4.67B | $4.62B | $4.58B | · | $4.83B | $4.77B | $4.71B | · | $4.64B | · | · | |
| Net Income TTM | $163M | $152M | · | $139M | $124M | $116M | · | $167M | $180M | $184M | · | $258M | · | · | |
| Market Cap | $5.10B | $5.78B | · | $5.77B | $5.36B | $5.48B | · | $6.82B | $5.48B | $7.89B | · | · | · | · | |
| Enterprise Value | $5.52B | $6.23B | · | $6.05B | $5.75B | $5.93B | · | $7.15B | $5.89B | $8.30B | · | · | · | · | |
| P/E | 31.9 | 38.6 | · | 41.6 | 43.7 | 48.2 | · | 41.3 | 30.8 | 43.4 | · | 29.7 | · | · | |
| P/S | 1.1 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.4 | 1.1 | 1.7 | · | 1.6 | · | · | |
| P/B | 3.0 | 3.6 | · | 3.4 | 3.3 | 3.5 | · | 4.2 | 3.5 | 5.4 | · | · | · | · | |
| P / Tangible Book | 5.6 | 7.0 | · | 6.1 | 6.2 | 7.0 | · | 8.1 | 6.9 | 10.9 | · | · | · | · | |
| P / Cash Flow | · | -47.3 | · | · | · | -42.3 | · | · | · | -79.5 | · | · | · | · | |
| EV / Revenue | 1.2 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.5 | 1.2 | 1.8 | · | 1.7 | · | · | |
| Earnings Yield | 3.1% | 2.6% | · | 2.4% | 2.3% | 2.1% | · | 2.4% | 3.2% | 2.3% | · | 3.4% | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Ingresos | $4.70B | $4.54B | $4.30B | $4.01B | $3.48B |
| Margen Bruto % | 34.8% | 34.4% | 34.7% | 35.4% | 34.9% |
| Margen Operativo % | 5.1% | 4.2% | 5.8% | 8.3% | 9.0% |
| Beneficio neto | $152M | $124M | $173M | $245M | $238M |
| EPS Diluido | $3.37 | $2.71 | $3.80 | $5.36 | $5.20 |
| Métrica | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 |
| Ratio corriente | 2.5 | 2.4 | 2.4 | 2.4 | 2.2 |
| Ratio Rápido | 1.1 | 1.0 | 1.0 | 0.9 | 0.9 |
| Métrica | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Flujo de caja libre | $247M | $243M | $265M | $190M | $178M |
Propietarios institucionales (13F) 419 declarantes · $5.2B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
419
Valor en tenencia
$5.2B
Nuevas posiciones
62
Posiciones cerradas
91
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 62 (-31 vs trimestre anterior) | 91 (+38 vs trimestre anterior) | 115 (-37 vs trimestre anterior) | 160 (+38 vs trimestre anterior) | -3.4M |
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 GROUP INC | $499 429 050 | 4 009 546 | 9,58% | Acciones |
| WASATCH ADVISORS LP | $282 396 060 | 2 121 524 | 5,42% | Acciones |
| 59 North Capital Management, LP | $235 365 625 | 2 057 212 | 4,51% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $234 328 041 | 2 048 143 | 4,49% | Acciones |
| BAMCO INC /NY/ | $232 114 894 | 2 028 799 | 4,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $229 327 752 | 2 004 438 | 4,40% | Acciones |
| BlackRock, Inc. | $221 355 207 | 1 934 754 | 4,25% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $197 688 696 | 1 727 897 | 3,79% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $140 470 861 | 1 234 583 | 2,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $121 548 037 | 1 062 370 | 2,33% | Acciones |
| Amundi | $120 043 070 | 1 048 747 | 2,30% | Acciones |
| Capital World Investors | $113 473 897 | 991 818 | 2,18% | Acciones |
| CITADEL ADVISORS LLC | $112 538 939 | 983 646 | 2,16% | Acciones |
| Conestoga Capital Advisors, LLC | $109 866 321 | 960 286 | 2,11% | Acciones |
| Impax Asset Management Group plc | $95 693 668 | 836 410 | 1,84% | Acciones |
| STATE STREET CORP | $90 812 709 | 793 748 | 1,74% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $86 612 853 | 756 823 | 1,66% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $81 378 574 | 711 289 | 1,56% | Acciones |
| Qube Research & Technologies Ltd | $72 146 374 | 630 595 | 1,38% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67 155 924 | 586 976 | 1,29% | Acciones |
| Stephens Investment Management Group LLC | $57 473 177 | 502 344 | 1,10% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $55 077 231 | 481 402 | 1,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $54 684 973 | 410 854 | 1,05% | Acciones |
| Balyasny Asset Management L.P. | $52 268 895 | 456 856 | 1,00% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $50 384 743 | 440 385 | 0,97% | Acciones |
| BANK OF AMERICA CORP /DE/ | $49 026 629 | 428 517 | 0,94% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46 156 426 | 403 430 | 0,89% | Acciones |
| AMERIPRISE FINANCIAL INC | $46 105 195 | 402 979 | 0,88% | Acciones |
| UBS Group AG | $43 895 342 | 383 667 | 0,84% | Acciones |
| BROWN ADVISORY INC | $41 612 743 | 363 716 | 0,80% | Acciones |
| Capital International Investors | $41 270 090 | 360 721 | 0,79% | Acciones |
| ACK Asset Management LLC | $37 755 300 | 330 000 | 0,72% | Acciones |
| WELLS FARGO & COMPANY/MN | $37 415 506 | 327 030 | 0,72% | Acciones |
| Southpoint Capital Advisors LP | $34 323 000 | 300 000 | 0,66% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $32 094 522 | 280 522 | 0,62% | Acciones |
| GOLDMAN SACHS GROUP INC | $30 126 483 | 263 320 | 0,58% | Acciones |
| MORGAN STANLEY | $29 722 466 | 259 787 | 0,57% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $29 234 112 | 255 521 | 0,56% | Acciones |
| NORTHERN TRUST CORP | $28 048 984 | 245 162 | 0,54% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $24 693 682 | 215 835 | 0,47% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $23 366 044 | 204 231 | 0,45% | Acciones |
| Allspring Global Investments Holdings, LLC | $23 182 074 | 211 130 | 0,44% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $22 940 804 | 200 514 | 0,44% | Acciones |
| JPMORGAN CHASE & CO | $21 419 847 | 184 612 | 0,41% | Acciones |
| Artisan Partners Limited Partnership | $21 272 938 | 185 936 | 0,41% | Acciones |
| Bank of New York Mellon Corp | $20 860 088 | 182 328 | 0,40% | Acciones |
| BLI - Banque de Luxembourg Investments | $20 754 202 | 180 500 | 0,40% | Acciones |
| Nuveen, LLC | $20 350 221 | 177 871 | 0,39% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20 341 737 | 152 819 | 0,39% | Acciones |
| Fisher Asset Management, LLC | $20 177 077 | 176 357 | 0,39% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| CD&R Landscapes Holdings, L.P., CD&R Associates VIII, Ltd., CD&R Associates VIII, L.P., CD&R Investment Associates VIII, Ltd. ×4 presentaciones | 27 de julio de 2017 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 21 insiders · 12 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Doug Black | CEO | 26 de agosto de 2026 P | 13 000 | 3 | 0 | $1 296 930 |
| Eric J Elema | EVP, CFO and Assistant Sec. | 13 de febrero de 2026 M | 2 911 | 0 | 1 | $-278 888 |
| John T Guthrie | EVP, CFO and Assistant Sec. | 26 de noviembre de 2025 S | 13 569 | 0 | 1 | $-258 199 |
| Travis Ryan Jackson | General Counsel & Secretary | 2 de junio de 2026 M | 862 | 0 | 0 | $0 |
| Daniel T. Laughlin | SVP, Strategy & Development | 6 de mayo de 2026 P | 2 000 | 1 | 0 | $247 200 |
| Shannon Versaggi | EVP Mktg, Cat. Mgmt. & Pricing | 10 de febrero de 2026 M | 7 143 | 0 | 0 | $0 |
| Scott Salmon | EVP, Strategy & Development | 10 de febrero de 2026 M | 13 705 | 0 | 0 | $0 |
| Joseph Ketter | EVP, Human Resources | 10 de febrero de 2026 M | 14 636 | 0 | 0 | $0 |
| Briley L Brisendine Jr | EVP, General Counsel & Sec. | 11 de febrero de 2025 M | 11 175 | 0 | 0 | $0 |
| Greg Weller | EVP of Operations | 1 de noviembre de 2021 A | 10 260 | 0 | 0 | $0 |
| Ross Anker | EVP, Category Mgmt, Mktg & IT | 24 de mayo de 2019 S | 0 | 0 | 0 | $0 |
| Pascal Convers | EVP, Strategy and Development | 17 de abril de 2019 M | 0 | 0 | 0 | $0 |
| Fred M Diaz | Consejero | 28 de mayo de 2026 S | 11 267 | 0 | 2 | $-128 054 |
| Judith S Sansone | Consejero | 13 de mayo de 2026 A | 3 176 | 0 | 0 | $0 |
| Larisa Drake | Consejero | 13 de mayo de 2026 A | 7 313 | 0 | 0 | $0 |
| Webster Roy Dunbar | Consejero | 13 de mayo de 2026 A | 11 671 | 0 | 0 | $0 |
| William W Douglas III | Consejero | 13 de mayo de 2026 A | 19 120 | 0 | 0 | $0 |
| Jeri L Isbell | Consejero | 13 de mayo de 2026 A | 11 442 | 0 | 0 | $0 |
| Jack L Wyszomierski | Consejero | 13 de mayo de 2026 A | 19 120 | 0 | 0 | $0 |
| Michael J Grebe | Consejero | 16 de mayo de 2018 A | 3 736 | 0 | 0 | $0 |
| DEERE & CO | Propietario del 10% | 1 de mayo de 2017 S | 1 887 930 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 46 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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 1,24% | 11 508 NS | 31 de julio de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,24% | 6 728 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,19% | 1 711 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,14% | 586 979 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,14% | 13 879 SH | 11 de septiembre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 5 350 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,09% | 144 517 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 27 274 SH | 11 de septiembre de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 19 184 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,09% | 138 523 NS | 31 de julio de 2026 | N-PORT |
| IYC · iShares Trust | 0,07% | 8 766 SH | 11 de septiembre de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,07% | 53 693 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,06% | 9 002 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 508 427 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1 016 555 SH | 19 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,06% | 14 557 NS | 31 de julio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,06% | 23 079 SH | 11 de septiembre de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,05% | 7 432 NS | 31 de julio de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,04% | 221 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 3 707 SH | 2 de octubre de 2026 | Diario |
| IWS · iShares Trust | 0,04% | 64 739 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 2 757 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,04% | 2 202 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 179 802 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,02% | 36 786 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 89 091 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 3 942 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 5 420 NS | 31 de julio de 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 96 701 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 408 203 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 265 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 26 266 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 709 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 9 842 SH | 19 de agosto de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 9 872 SH | 2 de octubre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 31 657 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 1 939 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 7 831 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 13 343 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 59 743 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 12 570 SH | 11 de septiembre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 2 782 SH | 2 de octubre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 790 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 35 198 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 969 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 9 341 SH | 11 de septiembre de 2026 | Diario |
SITE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 19 analistas
COMPRA
Objetivo mediano
$125.00
+39,6%
5 26,3%
Compra fuerte
8 42,1%
Compra
6 31,6%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
12 analistas · 2026-10-01Objetivo medio $127.08 +41,9%
← Por Debajo de Todos los Objetivos
Precio Actual $89.56
Mín$100.00
Media$127.08
Máx$160.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| RUSHA | · | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| EQPT | · | · | 16.3% | 0.91% | 7.4% | 28.3% |
| XMTR | · | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| HRI | $4.94B | 4946.0 | 22.7% | 0.02% | 0.05% | · |
| DXPE | $1.70B | 20.4 | 11.9% | 4.4% | 18.4% | 31.5% |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | · |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Jul 29, 2026