STRL Sterling Infrastructure, Inc. - Common Stock
NASDAQ · Construction · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 4, 2026
$533,42
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$281,58mínimo 52 semanas
$1005,68máximo 52 semanas
Capitalización Bursátil (MRQ)
$16.37B
P/E (TTM)
38.4
BPA (TTM)
$13.88
Ingresos (TTM)
$3.44B
tus insignias
Rango 52S
$282–$1006
Calificación del Analista
BUY
Precio Objetivo
$845
P/E
38.4
ROE
38.5%
Margen de Beneficio Neto
12.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
STRL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$533.42
Capitalización Bursátil (MRQ)
$16.37B
P/E (TTM)
38.4
BPA (TTM)
$13.88
Ingresos (TTM)
$3.44B
ROE (TTM)
38.5%
Deuda/Capital (MRQ)
0.2
Rango 52S
$282–$1006
STRL 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.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.49B2016-12-31 → 2025-12-31
BPA$9.382016-12-31 → 2025-12-31
Flujo de caja libre$363M2016-12-31 → 2025-12-31
Margen neto12.5%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | STRL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 38.4promedio 5A ≈18.9 | ≈18.9 | 36.6 | Sobrevalorado | |
| P/S (TTM) | 4.8promedio 5A ≈1.7 | ≈1.7 | 2.7 | Sobrevalorado | |
| P/C (MRQ) | 12.1promedio 5A ≈4.7 | ≈4.7 | 10.1 | Sobrevalorado | |
| EV / EBITDA | 33.7promedio 5A ≈11.5 | ≈11.5 | 21.8 | Valor razonable | |
| Precio / FCF (TTM) | 34.0promedio 5A ≈11.7 | ≈11.7 | · | · | |
| Precio / Flujo de Caja (TTM) | 27.4promedio 5A ≈9.4 | ≈9.4 | 21.2 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 6.5promedio 5A ≈1.8 | ≈1.8 | · | · | |
| EV / FCF | 44.9promedio 5A ≈12.5 | ≈12.5 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 23.5 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.9 | · | · | · |
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 | STRL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 23.8%promedio 5A ≈17.9% | ≈17.9% | 25.3% | En línea | |
| Margen Operativo (TTM) | 17.5%promedio 5A ≈11.0% | ≈11.0% | 10.6% | De primer nivel | |
| Margen EBITDA (TTM) | 20.2%promedio 5A ≈13.9% | ≈13.9% | 9.3% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 12.5%promedio 5A ≈8.2% | ≈8.2% | 6.8% | De primer nivel | |
| ROA (TTM) | 16.1%promedio 5A ≈9.7% | ≈9.7% | 8.4% | De primer nivel | |
| ROE (TTM) | 38.5%promedio 5A ≈27.6% | ≈27.6% | 23.1% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | STRL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.2promedio 5A ≈0.7 | ≈0.7 | 0.1 | Por encima del promedio | |
| Ratio corriente (MRQ) | 1.1promedio 5A ≈1.2 | ≈1.2 | 1.3 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.4promedio 5A ≈0.5 | ≈0.5 | 0.9 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.2promedio 5A ≈0.6 | ≈0.6 | 0.3 | Baja deuda |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | STRL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 17.7%promedio 5A ≈15.4% | ≈15.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 12.1%promedio 5A ≈14.5% | ≈14.5% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 15.2% | · | · | · | |
| EPS YoY (EPS interanual) | 13.4%promedio 5A ≈46.5% | ≈46.5% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 12.7%promedio 5A ≈49.3% | ≈49.3% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 39.2%promedio 5A ≈46.5% | ≈46.5% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 44.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 39.7%promedio 5A ≈49.5% | ≈49.5% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 47.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | STRL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.1promedio 5A ≈1.2 | ≈1.2 | 1.3 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$401.6K | · | · | · |
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
17.6%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 3, 2026 | $5.00 | $4.71 | 6.1% |
| 31 de marzo de 2026 | $3.09 | $2.05 | 50.6% | |
| 31 de diciembre de 2025 | $2.81 | $2.27 | 23.6% | |
| 30 de septiembre de 2025 | $2.97 | $2.53 | 17.3% | |
| 30 de junio de 2025 | $2.31 | $2.01 | 15.0% | |
| 31 de marzo de 2025 | $1.28 | $1.38 | -7.0% |
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 | $2.49B | $2.12B | $1.97B | $1.77B | $1.41B | $1.23B | $1.13B | $1.04B | $958M | $690M | $624M | $672M | |
| Cost of Revenue | $1.92B | $1.69B | $1.63B | $1.49B | $1.21B | $1.05B | $1.02B | $927M | $869M | $648M | $596M | $640M | |
| Gross Profit | $572M | $426M | $338M | $275M | $204M | $180M | $108M | $110M | $89M | $42M | $28M | $32M | |
| SG&A Expense | $155M | $118M | $99M | $86M | $69M | $64M | $49M | $48M | $47M | $37M | $40M | $37M | |
| Operating Income | $406M | $265M | $206M | $160M | $107M | $93M | $38M | $43M | $26M | $-5M | $-14M | $-4M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Pretax Income | · | · | · | · | · | · | · | · | $16M | $-7M | $-17M | $-5M | |
| Income Tax | $99M | $87M | $48M | $42M | $25M | $19M | $-26M | $2M | $118.0K | $88.0K | $7.0K | $632.0K | |
| Net Income | $290M | $257M | $139M | $106M | $63M | $42M | $41M | $30M | $16M | $-7M | $-20M | $-10M | |
| EPS (Basic) | $9.50 | $8.35 | $4.51 | $3.53 | $2.19 | $1.52 | $1.50 | $0.94 | $0.44 | $-0.40 | $-2.02 | · | |
| EPS (Diluted) | $9.38 | $8.27 | $4.44 | $3.48 | $2.15 | $1.50 | $1.47 | $0.93 | $0.43 | $-0.40 | $-2.02 | · | |
| Shares (Basic) | 30,542,000 | 30,830,000 | 30,755,000 | 30,199,000 | 28,600,000 | 27,859,000 | 26,671,000 | 26,903,000 | 26,274,000 | 23,140,000 | 19,375,000 | 18,063,000 | |
| Shares (Diluted) | 30,947,000 | 31,146,000 | 31,208,000 | 30,564,000 | 29,101,000 | 28,195,000 | 27,119,000 | 27,194,000 | 26,712,000 | 23,140,000 | 19,375,000 | · | |
| EBITDA | $483M | $333M | $263M | $212M | $141M | $128M | $58M | $59M | $43M | $11M | · | $14M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $391M | $664M | $472M | $182M | $61M | $48M | $46M | $94M | $84M | $43M | $4M | $23M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Inventory | · | · | · | · | · | · | · | $3M | $5M | $4M | $3M | $7M | |
| Other Current Assets | $35M | $17M | $18M | $29M | $16M | $16M | $12M | $11M | $8M | $5M | $6M | $5M | |
| Current Assets | $1.03B | $1.02B | $848M | $597M | $435M | $362M | $330M | $303M | $279M | $176M | $135M | $157M | |
| PP&E (Net) | · | · | · | · | · | · | $116M | $52M | $54M | $68M | $73M | $87M | |
| PP&E (Gross) | $499M | $413M | $434M | $373M | $348M | $260M | $239M | $161M | $153M | $161M | $154M | $168M | |
| Accum. Depreciation | $221M | $177M | $190M | $157M | $128M | $133M | $123M | $109M | $99M | $93M | $80M | $81M | |
| Goodwill | $585M | $265M | $281M | $263M | $258M | $192M | $192M | $85M | $85M | $55M | $55M | $55M | |
| Intangibles | $555M | $316M | $328M | $299M | $303M | $245M | $256M | $42M | $45M | $0 | · | · | |
| Other Non-current Assets | $17M | $17M | $19M | $8M | $4M | $11M | $183.0K | $309.0K | $317.0K | $3M | $3M | $8M | |
| Total Assets | $2.63B | $2.02B | $1.78B | $1.44B | $1.23B | $953M | $935M | $483M | $463M | $302M | $266M | $306M | |
| Accounts Payable | $227M | $130M | $146M | $122M | $113M | $95M | $138M | $99M | $97M | $67M | $59M | $67M | |
| Accrued Liabilities | · | · | · | · | · | · | · | $5M | $9M | $6M | $4M | $4M | |
| Current Liabilities | $1.02B | $742M | $678M | $447M | $352M | $322M | $266M | $179M | $182M | $147M | $104M | $105M | |
| Capital Leases | $40M | $32M | $38M | $40M | $13M | $9M | $7M | · | · | · | · | · | |
| Deferred Tax | $123M | $109M | $77M | $52M | $18M | $0 | $0 | $1M | $0 | · | · | · | |
| Other Non-current Liabilities | $66M | $17M | $17M | $5M | $5M | $11M | $619.0K | $1M | $1M | · | · | · | |
| Total Liabilities | $1.53B | $1.19B | $1.15B | $964M | $875M | $684M | $713M | $310M | · | · | · | · | |
| Long-term Debt | $291M | $316M | $342M | $431M | $452M | $369M | $433M | $89M | $99M | $5M | $20M | $38M | |
| Total Debt | $291M | $316M | $342M | $431M | $457M | $369M | $433M | $82M | $90M | $5M | · | $38M | |
| Common Stock | $315.0K | $312.0K | $309.0K | $306.0K | $298.0K | $283.0K | $283.0K | $271.0K | $271.0K | $250.0K | $198.0K | $188.0K | |
| Paid-in Capital | $366M | $288M | $294M | $288M | $280M | $256M | $251M | $234M | $231M | $209M | $188M | $206M | |
| Retained Earnings | $873M | $582M | $325M | $186M | $80M | $17M | $-25M | $-65M | $-90M | $-102M | $-92M | $-72M | |
| Treasury Stock | $131M | $63M | $0 | · | $0 | $1M | $6M | $5M | $0 | · | · | · | |
| AOCI | · | · | · | $0 | $-2M | $-5M | $-209.0K | · | · | · | · | $-101.0K | |
| Stockholders' Equity | $1.11B | $808M | $619M | $475M | $359M | $267M | $220M | $164M | $141M | $107M | $96M | $134M | |
| Liabilities + Equity | $2.63B | $2.02B | $1.78B | $1.44B | $1.23B | $953M | $935M | $483M | $463M | $302M | $266M | $306M | |
| Shares Outstanding | 30,682,000 | 30,669,000 | 30,926,000 | 30,585,000 | 29,838,000 | 28,184,000 | 27,772,000 | 26,597,000 | 27,051,468 | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $77M | $68M | $57M | $52M | $34M | $33M | $21M | $17M | $17M | $16M | $16M | $18M | |
| Stock-based Comp | $24M | $19M | $15M | $13M | $12M | $12M | $4M | $3M | $3M | $2M | $2M | $849.0K | |
| Deferred Tax | $14M | $29M | $13M | $32M | $21M | $16M | $-27M | $1M | $0 | $0 | $0 | · | |
| Amort. of Intangibles | $22M | $17M | $15M | $14M | $11M | $11M | $5M | $2M | $2M | · | · | · | |
| Other Non-cash | $44M | $320M | $506M | $45M | $39M | $23M | $-634.0K | $-11M | $-8M | $36M | · | $-20M | |
| Operating Cash Flow | $440M | $497M | $479M | $219M | $159M | $123M | $42M | $39M | $25M | $44M | $9M | $-11M | |
| CapEx | $77M | $81M | $64M | $61M | $47M | $33M | $15M | $13M | $9M | $11M | $8M | $14M | |
| Investing Cash Flow | $-552M | $-186M | $-88M | $-90M | $-223M | $-30M | $-410M | $-11M | $-56M | $-8M | $-4M | $-7M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $20M | · | |
| Net Debt Issued | $-25M | $-27M | $-93M | $-23M | $-48M | $-78M | $-88M | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $19M | $0 | $14M | |
| Stock Repurchased | $74M | $71M | $0 | $0 | $0 | $0 | $3M | $5M | $0 | $0 | · | · | |
| Net Stock Activity | $-74M | $-71M | · | · | $0 | $0 | $-3M | $-5M | $0 | $19M | · | $14M | |
| Financing Cash Flow | $-162M | $-119M | $-105M | $-33M | $81M | $-70M | $321M | $-18M | $72M | $2M | $-23M | $39M | |
| Net Change in Cash | $-273M | $193M | $286M | $97M | $16M | $22M | $-47M | $10M | $41M | $38M | $-18M | $21M | |
| Free Cash Flow | $363M | $416M | $414M | $158M | $105M | $86M | $26M | $26M | $14M | $34M | · | $-24M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 23.0% | 20.1% | 17.1% | 15.5% | 13.6% | 13.4% | 9.6% | 10.6% | 9.3% | 6.3% | · | 4.8% | |
| Operating Margin | 16.3% | 12.5% | 10.4% | 9.0% | 6.8% | 6.7% | 3.4% | 4.1% | 2.7% | -0.69% | · | -0.63% | |
| Net Margin | 11.7% | 12.2% | 7.0% | 6.0% | 4.1% | 3.0% | 3.6% | 2.9% | 1.2% | -1.3% | · | -1.5% | |
| Pretax Margin | · | · | · | · | · | · | · | · | 1.7% | -1.1% | · | -0.68% | |
| EBITDA Margin | 19.4% | 15.7% | 13.4% | 12.0% | 8.9% | 8.9% | 5.2% | 5.7% | 4.5% | 1.6% | · | 2.1% | |
| ROA | 12.5% | 13.6% | 8.6% | 8.0% | 6.0% | 4.5% | 5.6% | 6.2% | 3.0% | -3.2% | · | -3.4% | |
| ROE | 30.3% | 36.1% | 25.4% | 25.6% | 20.8% | 17.6% | 21.2% | 19.3% | 9.3% | -9.1% | · | -7.4% | |
| ROIC | · | · | · | · | · | · | · | · | 11.2% | -4.2% | · | -2.8% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.4 | 1.3 | 1.3 | 1.2 | 1.1 | 1.2 | 1.7 | 1.5 | 1.2 | · | 1.5 | |
| Quick Ratio | 0.4 | 0.9 | 0.7 | 0.4 | 0.2 | 0.2 | 0.2 | 0.5 | 0.5 | 0.3 | · | 0.2 | |
| Debt / Equity | 0.3 | 0.4 | 0.6 | 0.9 | 1.3 | 1.4 | 2.0 | 0.5 | 0.6 | 0.1 | · | 0.3 | |
| LT Debt / Equity | 0.2 | 0.4 | 0.5 | 0.8 | 1.2 | 1.1 | 1.8 | 0.5 | 0.6 | 0.0 | · | 0.3 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.1 | 1.2 | 1.3 | 1.4 | 1.5 | 1.6 | 2.2 | 2.5 | 2.4 | · | 2.3 | |
| Inventory Turnover | · | · | · | · | · | · | · | 238.4 | 208.6 | 207.0 | · | 94.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $36.13 | $26.35 | $20.01 | $15.52 | $12.02 | $9.48 | $7.92 | · | · | · | · | · | |
| Revenue / Share | $80.46 | $67.93 | $63.20 | $57.89 | $54.35 | $50.63 | $41.53 | $38.16 | $35.86 | · | · | · | |
| Cash Flow / Share | $14.22 | $15.96 | $15.34 | $7.17 | $5.21 | $4.23 | $1.52 | $1.45 | $0.86 | · | · | · | |
| Cash / Share | $12.73 | $21.66 | $15.25 | $5.94 | $2.74 | $2.35 | $1.65 | · | · | · | · | · | |
| EPS (TTM) | $9.38 | $8.27 | $4.44 | $3.48 | $2.15 | $1.50 | $1.47 | $0.93 | $0.43 | $-0.40 | $-2.02 | $-0.19 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.7% | 7.3% | 11.5% | 25.1% | 15.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.1% | 14.4% | 17.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.4% | 86.3% | 27.6% | 61.9% | 43.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 39.2% | 56.7% | 43.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 44.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 12.7% | 85.7% | 30.2% | 69.9% | 48.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 39.7% | 60.2% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 47.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.49B | $2.12B | $1.97B | $1.77B | $1.41B | $1.23B | $1.13B | $1.04B | $958M | $690M | $624M | $672M | |
| Net Income TTM | $290M | $257M | $139M | $106M | $63M | $42M | $41M | $30M | $16M | $-7M | $-20M | $-10M | |
| Market Cap | $9.40B | $5.17B | $2.72B | $1.00B | $785M | $525M | $391M | · | · | · | · | · | |
| Enterprise Value | $9.30B | $4.82B | $2.59B | $1.25B | $1.16B | $827M | $778M | · | · | · | · | · | |
| P/E | 32.6 | 20.4 | 19.8 | 9.4 | 12.2 | 12.4 | 9.6 | 11.7 | 37.9 | -21.1 | -3.0 | -33.6 | |
| P/S | 3.8 | 2.4 | 1.4 | 0.6 | 0.6 | 0.4 | 0.3 | · | · | · | · | · | |
| P/B | 8.5 | 6.4 | 4.4 | 2.1 | 2.2 | 2.0 | 1.8 | · | · | · | · | · | |
| P / Tangible Book | · | 22.7 | 289.3 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 21.4 | 10.4 | 5.7 | 4.6 | 5.2 | 4.4 | 9.5 | · | · | · | · | · | |
| P / FCF | 25.9 | 12.4 | 6.6 | 6.3 | 7.5 | 6.1 | 15.2 | · | · | · | · | · | |
| EV / EBITDA | 19.2 | 14.5 | 9.8 | 5.9 | 8.2 | 6.5 | 13.3 | · | · | · | · | · | |
| EV / FCF | 25.6 | 11.6 | 6.3 | 7.9 | 11.1 | 9.6 | 30.3 | · | · | · | · | · | |
| EV / Revenue | 3.7 | 2.3 | 1.3 | 0.7 | 0.8 | 0.7 | 0.7 | · | · | · | · | · | |
| Earnings Yield | 3.1% | 4.9% | 5.1% | 10.6% | 8.2% | 8.1% | 10.4% | 8.5% | 2.6% | -4.7% | -33.2% | -3.0% |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $826M | $756M | $689M | $614M | $431M | $499M | $594M | $583M | $440M | $486M | $560M | $522M | $404M | $449M | $493M | |
| Cost of Revenue | $878M | $631M | $591M | $519M | $471M | $336M | $392M | $464M | $470M | $363M | $394M | $468M | $430M | $342M | $380M | $414M | |
| Gross Profit | $290M | $194M | $164M | $170M | $143M | $95M | $107M | $130M | $113M | $77M | $92M | $92M | $92M | $62M | $69M | $79M | |
| SG&A Expense | $53M | $48M | $49M | $38M | $34M | $35M | $33M | $31M | $28M | $27M | $26M | $25M | $24M | $23M | $23M | $22M | |
| Operating Income | $219M | $138M | $120M | $125M | $105M | $56M | $62M | $87M | $73M | $42M | $56M | $57M | $60M | $33M | $37M | $49M | |
| Income Tax | $51M | $34M | $26M | $31M | $27M | $15M | $38M | $23M | $18M | $8M | $12M | $14M | $15M | $7M | $11M | $13M | |
| Net Income | $156M | $96M | $88M | $92M | $71M | $39M | $113M | $61M | $52M | $31M | $40M | $39M | $39M | $20M | $32M | $30M | |
| EPS (Basic) | $5.08 | $3.13 | $2.86 | $3.02 | $2.33 | $1.29 | $3.67 | $2.00 | $1.68 | $1.00 | $1.31 | $1.28 | $1.28 | $0.64 | $1.05 | $0.98 | |
| EPS (Diluted) | $5.00 | $3.09 | $2.82 | $2.97 | $2.31 | $1.28 | $3.63 | $1.97 | $1.67 | $1.00 | $1.27 | $1.26 | $1.27 | $0.64 | $1.01 | $0.97 | |
| Shares (Basic) | 30,689,000 | 30,652,000 | · | 30,519,000 | 30,408,000 | 30,547,000 | · | 30,735,000 | 30,914,000 | 30,977,000 | · | 30,800,000 | 30,780,000 | 30,618,000 | · | 30,278,000 | |
| Shares (Diluted) | 31,143,000 | 31,038,000 | · | 30,960,000 | 30,762,000 | 30,881,000 | · | 31,070,000 | 31,145,000 | 31,186,000 | · | 31,217,000 | 31,000,000 | 30,789,000 | · | 30,540,000 | |
| EBITDA | $219M | $161M | · | $125M | $105M | $73M | · | $87M | $73M | $58M | · | $57M | $60M | $46M | · | $48M |
Balance general
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $464M | $512M | $391M | $306M | $699M | $639M | $664M | $648M | $540M | $480M | $472M | $409M | $278M | $203M | $182M | $146M | |
| Other Current Assets | $30M | $30M | $35M | $53M | $23M | $18M | $17M | $18M | $20M | $18M | · | $18M | $15M | $16M | · | $24M | |
| Current Assets | $1.43B | $1.19B | $1.03B | $963M | $1.13B | $998M | $1.02B | $1.08B | $1.02B | $879M | · | $876M | $716M | $588M | · | $670M | |
| PP&E (Gross) | $570M | $518M | · | $476M | $441M | $430M | · | $491M | $477M | $458M | · | $412M | $402M | $381M | · | $389M | |
| Accum. Depreciation | $247M | $234M | $221M | $208M | $196M | $186M | $177M | $220M | $209M | $199M | · | $181M | $173M | $165M | · | $167M | |
| Goodwill | $616M | $585M | $585M | $581M | $284M | $284M | $265M | $281M | $281M | $281M | $281M | $263M | $263M | $263M | · | $253M | |
| Intangibles | $660M | $548M | $555M | $562M | $329M | $334M | $316M | $316M | $320M | $324M | · | $288M | $292M | $295M | · | $294M | |
| Other Non-current Assets | $13M | $17M | $17M | $16M | $17M | $17M | $17M | $18M | $19M | $19M | · | $8M | $8M | $8M | · | $4M | |
| Total Assets | $3.19B | $2.78B | $2.63B | $2.56B | $2.16B | $2.03B | $2.02B | $2.02B | $1.96B | $1.82B | · | $1.72B | $1.57B | $1.43B | · | $1.50B | |
| Accounts Payable | $316M | $234M | $227M | $198M | $159M | $129M | $130M | $160M | $164M | $135M | · | $150M | $141M | $119M | · | $193M | |
| Current Liabilities | $1.29B | $1.08B | $1.02B | $967M | $796M | $757M | $742M | $839M | $821M | $706M | · | $686M | $568M | $445M | · | $512M | |
| Capital Leases | $38M | $39M | $40M | $44M | $27M | $29M | $32M | $35M | $39M | $36M | · | $40M | $43M | $45M | · | $43M | |
| Deferred Tax | $129M | $125M | $123M | $119M | $115M | $110M | $109M | $83M | $80M | $78M | · | $62M | $58M | $54M | · | $40M | |
| Other Non-current Liabilities | $76M | $69M | $66M | $69M | $29M | $28M | $17M | $16M | $17M | $17M | · | $6M | $6M | $5M | · | $5M | |
| Total Liabilities | $1.80B | $1.59B | $1.53B | $1.48B | $1.25B | $1.21B | $1.19B | $1.29B | $1.28B | $1.17B | · | $1.14B | $1.03B | $933M | · | $1.06B | |
| Long-term Debt | $284M | $287M | $291M | $295M | $298M | $310M | $316M | $323M | $329M | $335M | · | $357M | $364M | $401M | · | $437M | |
| Total Debt | $284M | $287M | · | $295M | $298M | $310M | · | $323M | $329M | $335M | · | $357M | $364M | $401M | · | $437M | |
| Common Stock | $315.0K | $315.0K | $315.0K | $315.0K | $312.0K | $312.0K | $312.0K | $312.0K | $312.0K | $311.0K | · | $308.0K | $308.0K | $308.0K | · | $303.0K | |
| Paid-in Capital | $402M | $367M | $366M | $370M | $288M | $283M | $288M | $296M | $291M | $288M | · | $295M | $292M | $288M | · | $282M | |
| Retained Earnings | $1.12B | $969M | $873M | $785M | $693M | $622M | $582M | $469M | $408M | $356M | · | $285M | $246M | $206M | · | $155M | |
| Treasury Stock | $170M | $147M | $131M | $104M | $99M | $100M | $63M | $49M | $29M | · | · | · | · | · | · | · | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $578.0K | |
| Stockholders' Equity | $1.36B | $1.19B | $1.11B | $1.05B | $882M | $805M | $808M | $717M | $671M | $645M | · | $580M | $538M | $495M | · | $437M | |
| Liabilities + Equity | $3.19B | $2.78B | $2.63B | $2.56B | $2.16B | $2.03B | $2.02B | $2.02B | $1.96B | $1.82B | · | $1.72B | $1.57B | $1.43B | · | $1.50B | |
| Shares Outstanding | 30,692,000 | 30,681,000 | 30,682,000 | 30,708,000 | 30,419,000 | 30,411,000 | 30,669,000 | 30,693,000 | 30,876,000 | 31,160,000 | 30,926,000 | 30,828,000 | 30,816,000 | 30,790,000 | 30,585,000 | 29,838,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $23M | $23M | $20M | $18M | $17M | $18M | $17M | $17M | $16M | $15M | $15M | $14M | $14M | $14M | $13M | |
| Stock-based Comp | $8M | $7M | $6M | $6M | $6M | $7M | $5M | $4M | $5M | $5M | $4M | $4M | $4M | $3M | $5M | $2M | |
| Deferred Tax | $4M | $2M | $4M | $4M | $4M | $436.0K | $23M | $3M | $2M | $2M | $3M | $3M | $4M | $3M | $6M | $11M | |
| Amort. of Intangibles | $7M | $7M | $7M | $6M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | $62M | · | · | · | $41M | · | · | · | $-10M | · | · | · | $20M | · | · | |
| Operating Cash Flow | $162M | $166M | $186M | $84M | $85M | $85M | $174M | $152M | $121M | $50M | $147M | $150M | $132M | $49M | $81M | $104M | |
| CapEx | $50M | $20M | $26M | $20M | $13M | $18M | $16M | $14M | $29M | $22M | $15M | $10M | $25M | $14M | $13M | $19M | |
| Investing Cash Flow | $-189M | $-18M | $-21M | $-465M | $-12M | $-54M | $-124M | $-17M | $-24M | $-21M | $-62M | $-9M | $-23M | $7M | $-42M | $-17M | |
| Net Debt Issued | · | $-4M | · | · | · | $-7M | · | · | · | $-7M | · | · | · | $-31M | · | · | |
| Stock Repurchased | $23M | $12M | $26M | $5M | $0 | $44M | $20M | $20M | $30M | $0 | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-12M | · | · | · | $-44M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-21M | $-27M | $-81M | $-12M | $-12M | $-56M | $-35M | $-27M | $-37M | $-20M | $-23M | $-10M | $-37M | $-35M | $-8M | $-13M | |
| Net Change in Cash | $-47M | $121M | $84M | $-393M | $61M | $-26M | $16M | $108M | $60M | $9M | $62M | $131M | $72M | $20M | $31M | $73M | |
| Taxes Paid | $69M | $0 | · | $23M | $34M | $-39.0K | · | $20M | $14M | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $146M | · | · | · | $67M | · | · | · | $27M | · | · | · | $35M | · | · |
Rentabilidad
| 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 | 24.8% | 23.5% | · | 24.7% | 23.3% | 22.0% | · | 21.9% | 19.3% | 17.5% | · | 16.4% | 17.7% | 15.3% | · | 14.7% | |
| Operating Margin | 18.8% | 16.7% | · | 18.2% | 17.0% | 13.0% | · | 14.7% | 12.5% | 9.6% | · | 10.2% | 11.5% | 8.1% | · | 8.6% | |
| Net Margin | 13.3% | 11.6% | · | 13.4% | 11.6% | 9.2% | · | 10.3% | 8.9% | 7.0% | · | 7.0% | 7.6% | 4.9% | · | 5.4% | |
| EBITDA Margin | 18.8% | 19.5% | · | 18.2% | 17.0% | 17.0% | · | 14.7% | 12.5% | 13.3% | · | 10.2% | 11.5% | 11.5% | · | 8.6% | |
| ROA | 5.8% | 4.0% | · | 4.0% | 3.4% | 2.1% | · | 3.3% | 2.9% | 1.9% | · | 2.4% | 2.7% | 1.5% | · | 2.4% | |
| ROE | 13.9% | 9.6% | · | 10.4% | 9.2% | 5.5% | · | 9.5% | 8.6% | 5.5% | · | 7.7% | 8.4% | 4.5% | · | 8.0% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 1.0 | 1.4 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | |
| Quick Ratio | 0.4 | 0.5 | · | 0.3 | 0.9 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.6 | 0.5 | 0.5 | · | 0.3 | |
| Debt / Equity | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.7 | 0.8 | · | 1.0 | |
| LT Debt / Equity | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.9 |
Eficiencia
| 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 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.3 | · | 0.4 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $44.22 | $38.77 | · | $34.23 | $28.99 | $26.48 | · | $23.34 | $21.72 | $20.69 | · | $18.83 | $17.44 | $16.07 | · | $14.65 | |
| Revenue / Share | $37.51 | $26.60 | · | $22.26 | $19.97 | $13.96 | · | $19.11 | $18.71 | $14.12 | · | $17.95 | $16.85 | $13.11 | · | $18.24 | |
| Cash Flow / Share | · | $5.33 | · | · | · | $2.75 | · | · | · | $1.59 | · | · | · | $1.59 | · | · | |
| Cash / Share | $15.13 | $16.68 | · | $9.98 | $22.99 | $21.00 | · | $21.12 | $17.49 | $15.42 | · | $13.28 | $9.03 | $6.58 | · | $4.91 | |
| EPS (TTM) | $13.88 | $11.19 | · | $10.19 | $9.19 | $8.55 | · | $5.91 | $5.20 | $4.80 | · | $4.18 | $3.89 | $3.48 | · | $2.84 |
Valoración (TTM)
| 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 | $3.44B | $2.88B | · | $2.23B | $2.14B | $2.11B | · | $2.10B | $2.07B | $2.01B | · | $1.93B | $1.87B | $1.81B | · | $1.55B | |
| Net Income TTM | $431M | $347M | · | $316M | $285M | $266M | · | $184M | $162M | $150M | · | $130M | $120M | $107M | · | $84M | |
| Market Cap | $25.76B | $12.50B | · | $10.43B | $7.02B | $3.44B | · | $4.45B | $3.65B | $3.44B | · | $2.27B | $1.72B | $1.17B | · | $641M | |
| Enterprise Value | $25.58B | $12.27B | · | $10.42B | $6.62B | $3.11B | · | $4.13B | $3.44B | $3.29B | · | $2.21B | $1.81B | $1.36B | · | $931M | |
| P/E | 60.5 | 36.4 | · | 33.3 | 25.1 | 13.2 | · | 24.5 | 22.8 | 23.0 | · | 17.6 | 14.3 | 10.9 | · | 7.6 | |
| P/S | 7.5 | 4.3 | · | 4.7 | 3.3 | 1.6 | · | 2.1 | 1.8 | 1.7 | · | 1.2 | 0.9 | 0.6 | · | 0.4 | |
| P/B | 19.0 | 10.5 | · | 9.9 | 8.0 | 4.3 | · | 6.2 | 5.4 | 5.3 | · | 3.9 | 3.2 | 2.4 | · | 1.5 | |
| P / Tangible Book | 317.8 | 220.3 | · | · | 26.1 | 18.3 | · | 37.2 | 52.6 | 87.9 | · | 76.2 | · | · | · | · | |
| P / Cash Flow | · | 75.5 | · | · | · | 40.6 | · | · | · | 69.3 | · | · | · | 23.8 | · | · | |
| EV / Revenue | 7.4 | 4.3 | · | 4.7 | 3.1 | 1.5 | · | 2.0 | 1.7 | 1.6 | · | 1.1 | 1.0 | 0.8 | · | 0.6 | |
| Earnings Yield | 1.7% | 2.8% | · | 3.0% | 4.0% | 7.5% | · | 4.1% | 4.4% | 4.3% | · | 5.7% | 7.0% | 9.2% | · | 13.2% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.49B | $2.12B | $1.97B | $1.77B | $1.41B |
| Margen Bruto % | 23.0% | 20.1% | 17.1% | 15.5% | 13.6% |
| Margen Operativo % | 16.3% | 12.5% | 10.4% | 9.0% | 6.8% |
| Beneficio neto | $290M | $257M | $139M | $106M | $63M |
| EPS Diluido | $9.38 | $8.27 | $4.44 | $3.48 | $2.15 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.4 | 0.6 | 0.9 | 1.3 |
| Ratio corriente | 1.0 | 1.4 | 1.3 | 1.3 | 1.2 |
| Ratio Rápido | 0.4 | 0.9 | 0.7 | 0.4 | 0.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $363M | $416M | $414M | $158M | $105M |
Propietarios institucionales (13F) 942 declarantes · $22.7B 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
942
Valor en tenencia
$22.7B
Nuevas posiciones
238
Posiciones cerradas
47
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 238 (+85 vs trimestre anterior) | 47 (-12 vs trimestre anterior) | 220 (-22 vs trimestre anterior) | 370 (+114 vs trimestre anterior) | -474K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $2 713 946 476 | 3 233 353 | 11,93% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 118 640 253 | 1 332 730 | 4,92% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 098 224 500 | 1 308 407 | 4,83% | Acciones |
| FMR LLC | $987 080 103 | 1 175 991 | 4,34% | Acciones |
| VANGUARD GROUP INC | $908 048 202 | 2 965 249 | 3,99% | Acciones |
| STATE STREET CORP | $802 838 607 | 956 489 | 3,53% | Acciones |
| FIRST TRUST ADVISORS LP | $752 018 716 | 895 943 | 3,31% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $659 543 809 | 766 964 | 2,90% | Acciones |
| Invesco Ltd. | $654 431 366 | 779 679 | 2,88% | Acciones |
| JANE STREET GROUP, LLC | $639 249 022 | 761 591 | 2,81% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $564 212 756 | 672 194 | 2,48% | Acciones |
| LONE PINE CAPITAL LLC | $511 709 948 | 609 643 | 2,25% | Acciones |
| MORGAN STANLEY | $431 432 016 | 514 000 | 1,90% | Acciones |
| JPMORGAN CHASE & CO | $318 179 813 | 389 576 | 1,40% | Acciones |
| JENNISON ASSOCIATES LLC | $310 212 968 | 369 583 | 1,36% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $267 104 496 | 318 224 | 1,17% | Acciones |
| JANUS HENDERSON GROUP PLC | $252 207 157 | 619 145 | 1,11% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $247 460 955 | 294 821 | 1,09% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $215 936 698 | 257 325 | 0,95% | Acciones |
| NORTHERN TRUST CORP | $211 103 237 | 251 505 | 0,93% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $205 813 053 | 245 213 | 0,90% | Acciones |
| Clark Capital Management Group, Inc. | $200 425 738 | 238 784 | 0,88% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $193 398 616 | 230 412 | 0,85% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $187 762 314 | 223 697 | 0,83% | Acciones |
| NORGES BANK | $178 102 959 | 212 189 | 0,78% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $165 288 450 | 196 922 | 0,73% | Acciones |
| JANE STREET GROUP, LLC | $164 598 496 | 196 100 | 0,72% | Opción de compra |
| Capital Research Global Investors | $163 126 259 | 194 346 | 0,72% | Acciones |
| Temasek Holdings (Private) Ltd | $162 604 177 | 193 724 | 0,71% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $158 641 558 | 189 003 | 0,70% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $156 094 100 | 185 968 | 0,69% | Acciones |
| GOLDMAN SACHS GROUP INC | $154 881 854 | 184 524 | 0,68% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $150 523 268 | 179 331 | 0,66% | Acciones |
| Bank of New York Mellon Corp | $144 725 060 | 172 423 | 0,64% | Acciones |
| Qube Research & Technologies Ltd | $135 221 735 | 161 101 | 0,59% | Acciones |
| D. E. Shaw & Co., Inc. | $131 087 048 | 156 175 | 0,58% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $129 975 000 | 154 850 | 0,57% | Acciones |
| Nuveen, LLC | $129 067 549 | 153 769 | 0,57% | Acciones |
| JANE STREET GROUP, LLC | $127 246 976 | 151 600 | 0,56% | Opción de venta |
| Driehaus Capital Management LLC | $120 602 602 | 143 684 | 0,53% | Acciones |
| UBS Group AG | $111 555 141 | 132 905 | 0,49% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $108 202 737 | 128 911 | 0,48% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $101 425 442 | 120 836 | 0,45% | Acciones |
| AMERIPRISE FINANCIAL INC | $100 876 184 | 120 178 | 0,44% | Acciones |
| CITADEL ADVISORS LLC | $100 723 200 | 120 000 | 0,44% | Opción de compra |
| BANK OF AMERICA CORP /DE/ | $95 535 956 | 113 820 | 0,42% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $89 786 339 | 106 970 | 0,39% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $89 726 056 | 106 898 | 0,39% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $87 885 424 | 105 710 | 0,39% | Acciones |
| LPL Financial LLC | $87 452 918 | 104 190 | 0,38% | Acciones |
Informantes de la empresa 44 insiders · 17 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph A Cutillo | Chief Executive Officer | 21 de septiembre de 2026 G | 290 593 | 0 | 4 | $-88 765 241 |
| Peter E Mackenna | Chief Executive Officer | 19 de septiembre de 2014 F | 198 463 | 0 | 0 | $0 |
| Nicholas M Grindstaff | Chief Financial Officer (CFO) | 10 de julio de 2026 F | 6 037 | 0 | 0 | $0 |
| Sharon Villaverde | CFO & CAO | 4 de marzo de 2025 F | 10 434 | 0 | 0 | $0 |
| Thomas R Wright | EVP & Chief Financial Officer | 29 de enero de 2015 A | 57 958 | 0 | 0 | $0 |
| Elizabeth D Brumley | EVP & Chief Financial Officer | 21 de marzo de 2013 A | 7 466 | 0 | 0 | $0 |
| James H Allen JR | Chief Financial Officer | 24 de marzo de 2011 S | 0 | 0 | 0 | $0 |
| Con L Wadsworth | EVP & Chief Operating Officer | 3 de marzo de 2020 F | 98 390 | 0 | 0 | $0 |
| Mark D. Wolf | General Counsel, Corporate Sec | 25 de junio de 2026 S | 28 137 | 0 | 1 | $-2 220 000 |
| Ronald A Ballschmiede | EVP | 2 de septiembre de 2025 A | 258 332 | 0 | 0 | $0 |
| Richard E Chandler Jr | EVP, General Counsel & Sec | 3 de marzo de 2020 F | 63 379 | 0 | 0 | $0 |
| Craig B Allen | SVP & CCO/CAO | 31 de diciembre de 2019 F | 27 575 | 0 | 0 | $0 |
| Peter J Holland | Senior Vice President | 17 de septiembre de 2014 F | 8 561 | 0 | 0 | $0 |
| Roger M Barzun | Senior Vice President | 7 de abril de 2014 M | 24 161 | 0 | 0 | $0 |
| Brian R Manning | Exec. VP & CBDO | 5 de febrero de 2014 A | 270 860 | 0 | 0 | $0 |
| Joseph P Harper JR | Executive Vice President | 15 de noviembre de 2012 P | 230 296 | 0 | 0 | $0 |
| Anthony F Colombo | Exec. VP Operations | 14 de noviembre de 2012 P | 81 511 | 0 | 0 | $0 |
| Julie Dill | Consejero | 18 de junio de 2026 G | 17 709 | 0 | 1 | $-1 729 260 |
| William T Bosway | Consejero | 7 de mayo de 2026 A | 2 198 | 0 | 0 | $0 |
| David S. Schulz | Consejero | 7 de mayo de 2026 A | 654 | 0 | 0 | $0 |
| Andrew B Rose | Consejero | 7 de mayo de 2026 A | 654 | 0 | 0 | $0 |
| Dwayne Andree Wilson | Consejero | 7 de mayo de 2026 A | 12 470 | 0 | 3 | $-2 007 329 |
| Roger A Cregg | Consejero | 7 de mayo de 2026 A | 45 333 | 0 | 0 | $0 |
| Dana C. O'Brien | Consejero | 7 de mayo de 2026 A | 11 679 | 0 | 3 | $-1 610 000 |
| Charles R. Patton | Consejero | 15 de mayo de 2024 G | 74 601 | 0 | 0 | $0 |
| Thomas M White | Consejero | 9 de mayo de 2024 A | 48 967 | 0 | 0 | $0 |
| Raymond F Messer | Consejero | 5 de mayo de 2021 A | 43 866 | 0 | 0 | $0 |
| Marian M Davenport | Consejero | 6 de mayo de 2020 A | 49 745 | 0 | 0 | $0 |
| Milton L Scott | Consejero | 8 de mayo de 2019 A | 59 724 | 0 | 0 | $0 |
| Richard O Schaum | Consejero | 8 de mayo de 2018 A | 59 542 | 0 | 0 | $0 |
| Maarten D Hemsley | Consejero | 8 de mayo de 2018 A | 188 630 | 0 | 0 | $0 |
| Paul J Varello | Consejero | 8 de junio de 2017 A | 742 460 | 0 | 0 | $0 |
| Patrick T Manning | Consejero | 24 de abril de 2014 S | 2 557 | 0 | 0 | $0 |
| Robert A Eckels | Consejero | 9 de mayo de 2013 A | 16 695 | 0 | 0 | $0 |
| Joseph P Harper SR | Consejero | 9 de mayo de 2013 A | 452 314 | 0 | 0 | $0 |
| Kip L Wadsworth | Consejero | 27 de febrero de 2013 A | 6 598 | 0 | 0 | $0 |
| David Ra Steadman | Consejero | 8 de mayo de 2012 A | 33 889 | 0 | 0 | $0 |
| Donald P Fusilli JR | Consejero | 6 de mayo de 2010 A | 10 109 | 0 | 0 | $0 |
| Robert W Frickel | Consejero | 6 de mayo de 2010 A | 73 316 | 0 | 0 | $0 |
| Christopher H B Mills | Consejero | 26 de agosto de 2009 M | 20 169 | 0 | 0 | $0 |
| Govin Daniel P. | · | 6 de agosto de 2026 F | 43 485 | 0 | 0 | $0 |
| ABERNATHY JOHN D | · | 9 de mayo de 2013 A | 54 026 | 0 | 0 | $0 |
| Richard H Buenting | · | 31 de octubre de 2007 J | 40 702 | 0 | 0 | $0 |
| Robert M Davies | · | 15 de septiembre de 2005 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 85 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 |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 3,34% | 24 184 SH | 1 de octubre de 2026 | Diario |
| MCOW · Pacer Funds Trust | 3,03% | 54 NS | 31 de julio de 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 2,71% | 20 600 NS | 31 de julio de 2026 | N-PORT |
| NRSH · Tidal Trust I | 2,52% | 1 267 NS | 31 de julio de 2026 | N-PORT |
| AZTD · Tidal Trust I | 2,38% | 1 509 NS | 31 de julio de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,90% | 12 839 SH | 1 de octubre de 2026 | Diario |
| LCLG · Advisors Series Trust | 1,86% | 3 365 NS | 31 de julio de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1,85% | 32 676 NS | 31 de julio de 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,61% | 5 736 NS | 31 de julio de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,57% | 620 NS | 31 de julio de 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 1,44% | 12 727 NS | 31 de julio de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 1,36% | 1 226 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,35% | 30 278 SH | 19 de agosto de 2026 | Diario |
| FFSM · FIDELITY COVINGTON TRUST | 1,30% | 32 635 NS | 31 de julio de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 1,24% | 162 NS | 31 de julio de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,15% | 163 174 SH | 1 de octubre de 2026 | Diario |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,88% | 8 769 SH | 1 de octubre de 2026 | Diario |
| PDP · Invesco Exchange-Traded Fund Trust | 0,85% | 25 426 SH | 1 de octubre de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,80% | 17 319 NS | 31 de julio de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,80% | 9 901 NS | 31 de julio de 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,76% | 18 069 SH | 1 de octubre de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,70% | 49 560 SH | 19 de agosto de 2026 | Diario |
| FFLG · FIDELITY COVINGTON TRUST | 0,69% | 6 799 NS | 31 de julio de 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,68% | 3 086 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,67% | 386 132 SH | 19 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,60% | 3 316 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,56% | 5 467 NS | 31 de julio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,52% | 3 380 NS | 31 de julio de 2026 | N-PORT |
| BOBP · EXCHANGE TRADED CONCEPTS TRUST | 0,51% | 5 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,49% | 9 677 SH | 11 de septiembre de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,47% | 3 879 SH | 1 de octubre de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,44% | 4 812 NS | 31 de julio de 2026 | N-PORT |
| IWP · iShares Trust | 0,43% | 169 439 SH | 11 de septiembre de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,39% | 13 356 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,39% | 450 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,37% | 8 814 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,34% | 36 322 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,32% | 13 528 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,32% | 692 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,32% | 191 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,29% | 352 099 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,29% | 668 581 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,27% | 6 136 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,25% | 9 806 NS | 31 de julio de 2026 | N-PORT |
| TEXN · iShares Trust | 0,24% | 94 SH | 11 de septiembre de 2026 | Diario |
| ESML · iShares Trust | 0,24% | 13 971 SH | 11 de septiembre de 2026 | Diario |
| LRGF · iShares Trust | 0,21% | 15 797 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,20% | 16 042 SH | 11 de septiembre de 2026 | Diario |
| IYJ · iShares Trust | 0,18% | 7 133 SH | 11 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 1 642 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,14% | 3 634 SH | 1 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,13% | 1 847 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 6 586 SH | 1 de octubre de 2026 | Diario |
| IWR · iShares Trust | 0,11% | 122 988 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,08% | 711 NS | 31 de julio de 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,07% | 47 528 SH | 19 de agosto de 2026 | Diario |
| FBCG · FIDELITY COVINGTON TRUST | 0,07% | 7 630 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,06% | 2 348 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,05% | 2 534 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 723 SH | 1 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,04% | 35 683 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,04% | 112 783 SH | 11 de septiembre de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 4 948 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,04% | 6 790 SH | 19 de agosto de 2026 | Diario |
| IUSG · iShares Trust | 0,04% | 27 055 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,03% | 1 264 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,03% | 6 479 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 925 609 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,03% | 2 529 SH | 19 de agosto de 2026 | Diario |
| TOV · EA Series Trust | 0,03% | 120 NS | 31 de julio de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,03% | 515 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,03% | 9 374 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,02% | 20 737 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 39 693 SH | 11 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 25 289 SH | 19 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 8 160 SH | 11 de septiembre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,00% | 458 SH | 1 de octubre de 2026 | Diario |
| DFVX · Dimensional ETF Trust | 0,00% | 14 NS | 31 de julio de 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,00% | 219 NS | 31 de julio de 2026 | N-PORT |
| IJH · iShares Trust | · | 1 076 426 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 177 743 SH | 11 de septiembre de 2026 | Diario |
| IFRA · iShares Trust | · | 47 565 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 4 192 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 373 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 31 749 SH | 11 de septiembre de 2026 | Diario |
STRL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 16 analistas
COMPRA
Objetivo mediano
$804.00
+50,7%
7 43,8%
Compra fuerte
8 50,0%
Compra
1 6,2%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-10-02Objetivo medio $845.43 +58,5%
← Por Debajo de Todos los Objetivos
Precio Actual $533.42
Mín$700.00
Media$845.43
Máx$1000.00
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 |
|---|---|---|---|---|---|---|
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| PWR | $63.13B | 62.1 | 20.3% | 3.6% | 12.7% | 15.0% |
| FIX | $32.83B | 32.3 | 29.5% | 11.2% | 46.3% | 24.1% |
| EME | $27.24B | 21.7 | 16.6% | 7.5% | 38.5% | 19.3% |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| MTZ | · | 42.9 | 16.2% | 2.8% | 12.9% | · |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
Últimas noticias Noticias recientes que mencionan a esta empresa
Wall Street Remains Positive on Sterling Infrastructure (STRL)
Yahoo Finance · 3 meses, 3 semanas atrás
Oppenheimer Initiates Coverage of Sterling Infrastructure (STRL) with Outperform
Yahoo Finance · 3 meses, 4 semanas atrás
Por qué Sterling Infrastructure (STRL) se encuentra entre las 10 mejores acciones de calidad para comprar y mantener durante los próximos 5 años
Yahoo Finance · 4 meses, 3 semanas atrás
Sterling Infrastructure (STRL) Los ingresos del primer trimestre se disparan un 92% hasta los 825,7 millones de dólares
Yahoo Finance · 4 meses, 3 semanas atrás
Informe del Analista: Sterling Infrastructure Inc
Yahoo Finance · 4 meses, 3 semanas atrás
Sterling Infrastructure, Inc. El ingreso del primer trimestre avanza
Nasdaq · 4 meses, 4 semanas atrás
¿Es Sterling Infrastructure, Inc. (STRL) Una Buena Acción Para Comprar Ahora?
Yahoo Finance · 6 meses, 1 semana atrás
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
BOUNCE_UP
Objetivo alcanzado
riesgo 1
recompensa 1,50
entrada
$313.86
R:R 1,50
BOUNCE_UP
Objetivo alcanzado
riesgo 1
recompensa 1,50
entrada
$318.70
R:R 1,50
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
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Fuente: SEC 10-Q presentada el Ago 4, 2026