SXI Standex International Corporation Common Stock
$320,00
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 14, 2026
Rango 52S
$197–$364
74% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$338
+6% upside
P/E (TTM)
36.9
ROE
14.4%
Margen de Beneficio Neto
11.7%
SXI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$320.00
Capitalización Bursátil
$3.86B
P/E (TTM)
36.9
BPA (TTM)
$8.67
Ingresos (TTM)
$892M
Rendimiento div.
0.42%
ROE
14.4%
Deuda/Capital
0.7
Rango 52S
$197 – $364
SXI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$892M
2017-06-30
→
2026-06-30
BPA
$8.67
2017-06-30
→
2026-06-30
Flujo de caja libre
$64M
2020-06-30
→
2026-06-30
Márgenes
11.7%
2017-06-30
→
2026-06-30
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SXI
Mediana de Pares
P/E (TTM)
36.9
37.6
P/S (TTM) (P/V (TTM))
4.3
3.3
P/B (P/C)
5.1
3.1
EV / EBITDA
18.1
—
Price / FCF (Precio / FCF)
59.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SXI
Mediana de Pares
Gross Margin (Margen Bruto)
41.7%
40.9%
Operating Margin (Margen Operativo)
21.7%
—
Net Profit Margin (Margen de Beneficio Neto)
11.7%
8.9%
ROA
6.6%
6.6%
ROE
14.4%
11.9%
ROIC
12.0%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SXI
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.7
—
Current Ratio (Ratio corriente)
2.4
2.6
Quick Ratio (Ratio Rápido)
1.5
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SXI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
12.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
6.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
6.3%
—
EPS YoY (EPS interanual)
86.9%
—
Net Income YoY (Beneficio Neto interanual)
87.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SXI
Mediana de Pares
Payout Ratio (Ratio de Pago)
15.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.42%
Ratio de Pago
15.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $0,3400 |
| 8 de mayo de 2026 | $0,3400 |
| 13 de febrero de 2026 | $0,3400 |
| 7 de noviembre de 2025 | $0,3400 |
| 8 de agosto de 2025 | $0,3200 |
| 9 de mayo de 2025 | $0,3200 |
| 14 de febrero de 2025 | $0,3200 |
| 8 de noviembre de 2024 | $0,3200 |
| 9 de agosto de 2024 | $0,3000 |
| 9 de mayo de 2024 | $0,3000 |
| 9 de febrero de 2024 | $0,3000 |
| 7 de noviembre de 2023 | $0,3000 |
| 8 de agosto de 2023 | $0,2800 |
| 9 de mayo de 2023 | $0,2800 |
| 8 de febrero de 2023 | $0,2800 |
| 8 de noviembre de 2022 | $0,2800 |
| 10 de agosto de 2022 | $0,2600 |
| 10 de mayo de 2022 | $0,2600 |
| 10 de febrero de 2022 | $0,2600 |
| 5 de noviembre de 2021 | $0,2600 |
SXI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 3 30,0%
- Compra 6 60,0%
- Mantener 1 10,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-16
Mediana
$342.00
Media
$338.40
Ahora
$320.00
Mín
$310.00
Máx
$350.00
Objetivo mediano
$342.00
+6,9%
Objetivo medio
$338.40
+5,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Tasa de Superación
62.5%
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.45 | $2.38 | 0.07% |
| 31 de marzo de 2026 | $2.21 | $2.27 | -0.06% |
| 31 de diciembre de 2025 | $2.08 | $1.98 | 0.10% |
| 30 de septiembre de 2025 | $1.99 | $1.93 | 0.06% |
| 30 de junio de 2025 | $2.28 | $2.12 | 0.16% |
| 31 de marzo de 2025 | $1.95 | $1.93 | 0.02% |
| 30 de junio de 1999 | $0.55 | $0.58 | -0.03% |
| 31 de marzo de 1999 | $0.52 | $0.53 | -0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SXI | $4.31B | 41.3 | 12.8% | 11.7% | 14.4% | 41.7% |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | — |
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
| ALH | $4.02B | 36.3 | 13.3% | 5.9% | 94.4% | 37.6% |
| CECO | $2.13B | 43.7 | 0.00% | 6.7% | 17.7% | 35.9% |
| FELE | $4.22B | 29.7 | 5.4% | 6.9% | 11.4% | 35.5% |
| MWA | $3.99B | 20.9 | 8.8% | 13.4% | 20.7% | 36.1% |
| KAI | $4.19B | 33.1 | -0.11% | 9.7% | 11.2% | — |
| SPXC | $9.98B | 39.8 | 14.2% | 10.8% | 12.9% | — |
| WOR | $2.76B | 18.1 | 19.7% | 11.3% | 15.9% | 27.4% |
| HLIO | $1.81B | 37.7 | 4.1% | 5.8% | 5.2% | 32.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $892M | $790M | $721M | $741M | $735M | $656M | $605M | $640M | $596M | $648M | $752M | $772M | |
| Cost of Revenue | $520M | $475M | $439M | $456M | $465M | $415M | $389M | $405M | $370M | $432M | $499M | $525M | |
| Gross Profit | $372M | $315M | $282M | $285M | $270M | $241M | $215M | $235M | $226M | $216M | $252M | $247M | |
| R&D Expense | $24M | $21M | $20M | · | · | · | · | · | · | · | · | · | |
| SG&A Expense | $219M | $193M | $170M | $172M | $170M | $163M | $148M | $150M | $141M | $145M | $170M | $166M | |
| Operating Expenses | $699M | $637M | $576M | · | · | · | · | · | · | · | · | $3M | |
| Operating Income | $194M | $94M | $102M | $171M | $88M | $59M | $61M | $79M | $78M | $57M | $70M | $79M | |
| Interest Expense | $31M | $24M | $5M | $5M | $6M | $6M | $7M | $11M | $8M | $4M | $3M | $3M | |
| Other Non-op | $68.0K | $-808.0K | $-2M | $-2M | $-1M | $-473.0K | $1M | $-2M | $-2M | $-2M | $1M | $634.0K | |
| Pretax Income | $163M | $69M | $95M | $164M | $81M | $53M | $54M | $67M | $68M | $51M | $69M | $76M | |
| Income Tax | $34M | $11M | $22M | $25M | $20M | $14M | $13M | $19M | $38M | $12M | $16M | $21M | |
| Net Income | $105M | $56M | $73M | $139M | $61M | $36M | $20M | $68M | $37M | $47M | $52M | $55M | |
| EPS (Basic) | $8.69 | $4.68 | $6.22 | $11.77 | $5.13 | $3.00 | $1.64 | $5.40 | $2.88 | $3.68 | $4.11 | $4.33 | |
| EPS (Diluted) | $8.67 | $4.64 | $6.14 | $11.58 | $5.06 | $2.97 | $1.63 | $5.38 | $2.86 | $3.65 | $4.08 | $4.27 | |
| Shares (Basic) | 12,038,000 | 11,926,000 | 11,763,000 | 11,810,000 | 11,974,000 | 12,156,000 | 12,324,000 | 12,574,000 | 12,698,000 | 12,666,000 | 12,682,000 | 12,655,000 | |
| Shares (Diluted) | 12,070,000 | 12,016,000 | 11,904,000 | 12,009,000 | 12,123,000 | 12,258,000 | 12,387,000 | 12,633,000 | 12,788,000 | 12,768,000 | 12,784,000 | 12,805,000 | |
| EBITDA | $232M | · | · | $200M | $118M | $92M | $93M | $109M | · | $85M | $88M | $95M |
Balance general 28
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $179M | $105M | $154M | $196M | $105M | $136M | $119M | $93M | $110M | $89M | $122M | $96M | |
| Receivables | $173M | $173M | $121M | $123M | $117M | $110M | $98M | $103M | $120M | $127M | $104M | $110M | |
| Inventory | $129M | $130M | $87M | $99M | $105M | $92M | $85M | $76M | $104M | $119M | $105M | $108M | |
| Prepaid Expense | $27M | $14M | $22M | $34M | $45M | $24M | $19M | $22M | $10M | $8M | $5M | $7M | |
| Current Assets | $552M | $481M | $430M | $483M | $379M | $374M | $332M | $334M | $384M | $361M | $356M | $335M | |
| PP&E (Net) | $153M | $160M | $135M | $131M | $129M | $133M | $133M | $134M | $137M | $133M | $107M | $109M | |
| PP&E (Gross) | $367M | $373M | $323M | $297M | $284M | $284M | $273M | $267M | $280M | $277M | $245M | $253M | |
| Accum. Depreciation | $214M | $213M | $188M | $166M | $155M | $151M | $141M | $133M | $143M | $144M | $138M | $144M | |
| Goodwill | $582M | $610M | $281M | $265M | $268M | $278M | $271M | $274M | $204M | $243M | $157M | $155M | |
| Intangibles | $199M | $226M | $79M | $76M | $86M | $99M | $106M | $119M | $85M | $103M | $40M | $38M | |
| Other Non-current Assets | $50M | $30M | $26M | $22M | $26M | $31M | $27M | $25M | $30M | $27M | $19M | $21M | |
| Total Assets | $1.59B | $1.57B | $1.01B | $1.02B | $934M | $962M | $931M | $922M | $917M | $868M | $690M | $659M | |
| Accounts Payable | $80M | $88M | $63M | $69M | $75M | $75M | $55M | $54M | $79M | $96M | $77M | $81M | |
| Accrued Liabilities | $68M | $63M | $57M | $62M | $68M | $62M | $60M | $50M | $58M | $59M | $51M | $48M | |
| Current Liabilities | $230M | $167M | $128M | $141M | $151M | $144M | $123M | $142M | $161M | $160M | $134M | $139M | |
| Capital Leases | $36M | $40M | $31M | $26M | $31M | $29M | $36M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | $23M | $27M | $25M | $6M | $7M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | $20M | $26M | $11M | $10M | $9M | |
| Long-term Debt | $518M | $553M | $149M | $173M | $175M | $199M | $199M | $198M | $194M | $192M | $92M | $102M | |
| Total Debt | $518M | · | · | $173M | $175M | $199M | $199M | $198M | · | $192M | $92M | $103M | |
| Common Stock | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | |
| Paid-in Capital | $128M | $136M | $106M | $101M | $91M | $81M | $73M | $66M | $61M | $57M | $52M | $47M | |
| Retained Earnings | $1.22B | $1.13B | $1.09B | $1.03B | $901M | $852M | $828M | $818M | $761M | $717M | $678M | $633M | |
| Treasury Stock | $431M | $428M | $430M | $404M | $382M | $353M | $333M | $324M | $292M | $291M | $284M | $281M | |
| AOCI | $-199M | $-165M | $-183M | $-158M | $-153M | $-116M | $-148M | $-137M | $-122M | $-116M | $-118M | $-93M | |
| Stockholders' Equity | $755M | $712M | $622M | $607M | $499M | $506M | $462M | $464M | $451M | $409M | $370M | $349M | |
| Liabilities + Equity | $1.59B | $1.57B | $1.01B | $1.02B | $934M | $962M | $931M | $922M | $917M | $868M | $690M | $659M | |
| Shares Outstanding | 12,054,110 | 11,992,116 | 11,761,700 | 11,744,991 | 11,824,128 | 12,044,405 | 12,235,786 | 12,334,607 | 12,705,562 | 12,662,661 | 12,674,458 | 12,651,488 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $35M | $28M | $28M | $30M | $33M | $32M | $29M | $25M | $18M | $18M | $17M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | · | $5M | $5M | $4M | |
| Deferred Tax | $1M | $-10M | $-3M | $-7M | $-2M | $836.0K | $-103.0K | $-3M | $7M | $-121.0K | $-7M | $-249.0K | |
| Amort. of Intangibles | $18M | $15M | $8M | $9M | $10M | $12M | $12M | $10M | $8M | $4M | $4M | $3M | |
| Restructuring | · | · | · | $4M | $4M | $3M | $5M | $1M | $3M | $6M | $4M | $3M | |
| Other Non-cash | $-55M | · | · | $-70M | $-11M | $13M | $-5M | $-15M | · | $-5M | $19M | $-15M | |
| Operating Cash Flow | $90M | $70M | $93M | $91M | $78M | $84M | $47M | $73M | $65M | $63M | $80M | $64M | |
| CapEx | $25M | $28M | $20M | $24M | $24M | $22M | $22M | $33M | $24M | · | · | · | |
| Investing Cash Flow | $43M | $-503M | $-62M | $42M | $-31M | $-39M | $-617.0K | $-50M | $-32M | $-179M | $-29M | $-79M | |
| Stock Repurchased | $4M | $10M | $32M | $26M | $31M | $21M | $10M | $33M | $3M | $8M | $6M | $10M | |
| Net Stock Activity | $-4M | · | · | $-26M | $-31M | $-21M | $-10M | $-33M | · | $-8M | $-6M | $-10M | |
| Dividends Paid | $16M | $15M | $14M | $13M | $12M | $11M | $11M | $10M | $9M | $8M | $7M | $6M | |
| Financing Cash Flow | $-57M | $380M | $-69M | $-40M | $-69M | $-32M | $-19M | $-38M | $-12M | $85M | $-21M | $45M | |
| Net Change in Cash | $74M | $-50M | $-42M | $91M | $-32M | $18M | $26M | $-16M | $21M | $-33M | $26M | $22M | |
| Taxes Paid | $38M | $28M | $28M | $26M | $18M | $17M | $19M | $24M | $22M | $20M | $25M | $13M | |
| Free Cash Flow | $64M | · | · | $67M | $54M | $62M | $26M | · | · | · | · | · | |
| Levered FCF | $40M | · | · | $62M | $49M | $57M | $20M | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.7% | · | · | 38.5% | 36.7% | 36.8% | 35.6% | 33.9% | · | 33.5% | 33.6% | 32.0% | |
| Operating Margin | 21.7% | · | · | 23.1% | 12.0% | 9.0% | 10.0% | 9.9% | · | 8.6% | 9.4% | 10.2% | |
| Net Margin | 11.7% | · | · | 18.8% | 8.3% | 5.6% | 3.3% | 8.6% | · | 6.2% | 6.9% | 7.1% | |
| Pretax Margin | 18.3% | · | · | 22.1% | 11.1% | 8.0% | 8.9% | 8.3% | · | 8.2% | 9.1% | 9.9% | |
| EBITDA Margin | 26.1% | · | · | 26.9% | 16.1% | 14.1% | 15.3% | 13.8% | · | 11.3% | 11.8% | 12.3% | |
| ROA | 6.6% | · | · | 14.2% | 6.5% | 3.9% | 2.2% | 7.4% | · | 6.0% | 7.7% | 8.8% | |
| ROE | 14.4% | · | · | 25.1% | 12.2% | 7.5% | 4.4% | 14.8% | · | 12.0% | 14.5% | 15.9% | |
| ROIC | 12.0% | · | · | 18.6% | 9.9% | 6.1% | 7.0% | 8.5% | · | 8.1% | 11.6% | 12.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | · | · | 3.4 | 2.5 | 2.6 | 2.7 | 2.4 | · | 2.3 | 2.7 | 2.4 | |
| Quick Ratio | 1.5 | · | · | 2.3 | 1.5 | 1.7 | 1.8 | 1.5 | · | 1.3 | 1.7 | 1.5 | |
| Debt / Equity | 0.7 | · | · | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.7 | · | · | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.2 | 0.3 | |
| Interest Coverage | 6.3 | · | · | 31.7 | 15.0 | 9.9 | 8.1 | 7.3 | · | 16.1 | 24.5 | 24.9 |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | · | 0.8 | 0.8 | 0.7 | 0.7 | 0.9 | · | 1.0 | 1.1 | 1.2 | |
| Inventory Turnover | 4.0 | · | · | 4.6 | 4.7 | 4.7 | 4.8 | 4.9 | · | 4.5 | 4.7 | 5.1 | |
| Receivables Turnover | 5.2 | · | · | 6.2 | 6.5 | 6.3 | 6.0 | 6.2 | · | 6.5 | 7.0 | 7.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.8% | 9.6% | -2.8% | 0.78% | 12.0% | 8.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.4% | 2.4% | 3.2% | 7.0% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.3% | 5.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 86.9% | -24.4% | -47.0% | 128.8% | 70.4% | 82.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.2% | -2.9% | 27.4% | 92.2% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 23.9% | 23.3% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 87.6% | -23.7% | -47.4% | 126.4% | 68.3% | 80.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -9.0% | -3.2% | 26.1% | 90.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.5% | 22.5% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.2% | 7.2% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $892M | $790M | $721M | $741M | $735M | $656M | $605M | $640M | $596M | $648M | $752M | $772M | |
| Net Income TTM | $105M | $56M | $73M | $139M | $61M | $36M | $20M | $68M | $37M | $47M | $52M | $55M | |
| Market Cap | $4.31B | · | · | $1.66B | $1.00B | $1.14B | $704M | $902M | · | $1.15B | $1.05B | $1.01B | |
| Enterprise Value | $4.65B | · | · | $1.64B | $1.07B | $1.21B | $785M | $1.01B | · | $1.25B | $1.02B | $1.02B | |
| P/E | 41.3 | 33.7 | 26.2 | 12.2 | 16.8 | 32.0 | 35.3 | 13.6 | 35.7 | 24.8 | 20.3 | 18.7 | |
| P/S | 4.8 | · | · | 2.2 | 1.4 | 1.7 | 1.2 | 1.4 | · | 1.8 | 1.4 | 1.3 | |
| P/B | 5.7 | · | · | 2.7 | 2.0 | 2.3 | 1.5 | 1.9 | · | 2.8 | 2.8 | 2.9 | |
| P / Tangible Book | · | · | 7.2 | 6.2 | 6.9 | 8.8 | 8.4 | · | · | · | · | · | |
| P / Cash Flow | 48.1 | · | · | 18.3 | 12.9 | 13.7 | 14.9 | 12.3 | · | 18.1 | 13.0 | 15.8 | |
| P / FCF | 67.0 | · | · | 25.0 | 18.6 | 18.5 | 27.4 | · | · | · | · | · | |
| EV / EBITDA | 20.0 | · | · | 8.2 | 9.1 | 13.1 | 8.5 | 9.2 | · | 14.7 | 11.5 | 10.7 | |
| EV / FCF | 72.3 | · | · | 24.6 | 19.9 | 19.5 | 30.5 | · | · | · | · | · | |
| EV / Revenue | 5.2 | · | · | 2.2 | 1.5 | 1.8 | 1.3 | 1.6 | · | 1.9 | 1.4 | 1.3 | |
| Dividend Yield | 0.38% | · | · | 0.78% | 1.2% | 1.0% | 1.5% | 1.1% | · | 0.68% | 0.65% | 0.58% | |
| Earnings Yield | 2.4% | 3.0% | 3.8% | 8.2% | 6.0% | 3.1% | 2.8% | 7.4% | 2.8% | 4.0% | 4.9% | 5.3% | |
| Payout Ratio | 15.5% | · | · | 9.3% | 20.0% | 31.4% | 52.5% | 14.5% | · | 16.9% | 13.2% | -10.8% | |
| Annual Payout | $16M | $15M | $14M | $13M | $12M | $11M | $11M | $10M | $9M | $8M | $7M | $6M |
Estado de resultados 17
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $228M | $225M | $221M | $217M | $222M | $208M | $190M | $170M | $180M | $177M | $178M | $185M | $188M | $184M | $188M | $181M | |
| Cost of Revenue | $131M | $133M | $129M | $127M | $131M | $125M | $118M | $100M | $111M | $109M | $107M | $112M | $115M | $113M | $115M | $112M | |
| Gross Profit | $97M | $92M | $92M | $90M | $91M | $82M | $71M | $70M | $69M | $68M | $72M | $73M | $74M | $71M | $72M | $68M | |
| R&D Expense | $6M | $6M | · | · | $6M | $5M | · | · | · | $16M | · | · | · | · | · | · | |
| SG&A Expense | $57M | $52M | $56M | $54M | $53M | $52M | $46M | $43M | $41M | $42M | $43M | $44M | $45M | $43M | $44M | $41M | |
| Operating Expenses | $580M | $1M | $57M | $61M | $472M | $56M | $63M | $46M | $438M | $46M | $46M | $46M | · | $-18M | $45M | $42M | |
| Operating Income | $38M | $91M | $36M | $30M | $35M | $26M | $8M | $24M | $27M | $22M | $26M | $27M | $28M | $89M | $28M | $26M | |
| Interest Expense | $7M | $7M | $8M | $9M | $9M | $8M | $6M | $977.0K | $1M | $949.0K | $1M | $1M | $1M | $1M | $2M | $1M | |
| Other Non-op | $-536.0K | $829.0K | $-490.0K | $265.0K | $-2M | $309.0K | $890.0K | $28.0K | $-266.0K | $-627.0K | $-332.0K | $-846.0K | $-40.0K | $-747.0K | $70.0K | $-1M | |
| Pretax Income | $32M | $83M | $27M | $21M | $26M | $18M | $2M | $23M | $26M | $20M | $24M | $25M | $27M | $86M | $26M | $24M | |
| Income Tax | $9M | $14M | $7M | $5M | $11M | $-5M | $710.0K | $5M | $6M | $4M | $5M | $6M | $7M | $6M | $6M | $6M | |
| Net Income | $20M | $67M | $2M | $15M | $15M | $22M | $857.0K | $18M | $20M | $16M | $19M | $19M | $20M | $81M | $20M | $18M | |
| EPS (Basic) | $1.70 | $5.56 | $0.17 | $1.26 | $1.24 | $1.83 | $0.07 | $1.54 | $1.68 | $1.34 | $1.60 | $1.60 | $1.71 | $6.82 | $1.69 | $1.55 | |
| EPS (Diluted) | $1.70 | $5.55 | $0.17 | $1.25 | $1.23 | $1.81 | $0.07 | $1.53 | $1.64 | $1.33 | $1.59 | $1.58 | $1.59 | $6.77 | $1.69 | $1.53 | |
| Shares (Basic) | -24,066,000 | 12,048,000 | 12,043,000 | 12,013,000 | -23,789,000 | 11,986,000 | 11,942,000 | 11,787,000 | -23,542,000 | 11,772,000 | 11,791,000 | 11,742,000 | -23,676,000 | 11,811,000 | 11,852,000 | 11,823,000 | |
| Shares (Diluted) | -24,094,000 | 12,062,000 | 12,055,000 | 12,047,000 | -23,972,000 | 12,059,000 | 12,025,000 | 11,904,000 | -23,736,000 | 11,849,000 | 11,858,000 | 11,933,000 | -23,755,000 | 11,895,000 | 11,917,000 | 11,952,000 | |
| EBITDA | · | $100M | $46M | $39M | · | $26M | $8M | $31M | · | $22M | $26M | $34M | · | $89M | $28M | $33M |
Balance general 26
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $179M | $104M | $97M | $99M | $105M | $110M | $121M | $165M | $154M | $139M | $142M | $127M | · | $175M | $113M | $103M | |
| Receivables | $173M | $180M | $177M | $167M | $173M | $170M | $153M | $119M | $121M | $121M | $126M | $127M | · | $121M | $120M | $114M | |
| Inventory | $129M | $130M | $131M | $136M | $130M | $120M | $104M | $90M | $87M | $95M | $99M | $98M | · | $105M | $106M | $110M | |
| Prepaid Expense | $27M | $26M | $23M | $22M | $14M | $29M | $31M | $24M | $22M | $62M | $66M | $67M | · | $57M | $49M | $51M | |
| Current Assets | $552M | $483M | $491M | $488M | $481M | $487M | $465M | $447M | $430M | $419M | $436M | $420M | · | $461M | $401M | $385M | |
| PP&E (Net) | $153M | $153M | $160M | $160M | $160M | $147M | $138M | $138M | $135M | $135M | $133M | $129M | · | $131M | $130M | $125M | |
| PP&E (Gross) | $367M | · | · | · | $373M | · | · | · | $323M | · | · | · | · | · | · | · | |
| Accum. Depreciation | $214M | · | · | · | $213M | · | · | · | $188M | · | · | · | · | · | · | · | |
| Goodwill | $582M | $586M | $594M | $600M | $610M | $611M | $587M | $292M | $281M | $282M | $280M | $275M | · | $269M | $270M | $261M | |
| Intangibles | $199M | $205M | $212M | $218M | $226M | $227M | $208M | $79M | $79M | $82M | $83M | $84M | · | $80M | $82M | $82M | |
| Other Non-current Assets | $50M | $46M | $38M | $31M | $30M | $23M | $24M | $26M | $26M | $26M | $25M | $24M | · | $29M | $26M | $25M | |
| Total Assets | $1.59B | $1.53B | $1.55B | $1.55B | $1.57B | $1.55B | $1.48B | $1.04B | $1.01B | $994M | $1.01B | $981M | · | $1.02B | $957M | $921M | |
| Accounts Payable | $80M | $77M | $88M | $88M | $88M | $76M | $73M | $67M | $63M | $58M | $64M | $62M | · | $68M | $66M | $66M | |
| Accrued Liabilities | $68M | $64M | $69M | $67M | $63M | $59M | $60M | $53M | $57M | $55M | $56M | $60M | · | $56M | $53M | $53M | |
| Current Liabilities | $230M | $158M | $171M | $170M | $167M | $143M | $138M | $126M | $128M | $122M | $131M | $132M | · | $131M | $132M | $124M | |
| Capital Leases | $36M | $37M | $38M | $38M | $40M | $37M | $34M | $30M | $31M | $29M | $26M | $27M | · | $28M | $29M | $30M | |
| Long-term Debt | $518M | $473M | $535M | $545M | $553M | $579M | $534M | $149M | $149M | $149M | $149M | $149M | · | $173M | $188M | $199M | |
| Total Debt | · | $473M | $535M | $545M | · | $579M | $534M | $149M | · | $149M | $149M | $149M | · | $173M | $188M | $199M | |
| Common Stock | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | · | $42M | $42M | $42M | |
| Paid-in Capital | $128M | $142M | $140M | $137M | $136M | $135M | $132M | $108M | $106M | $105M | $101M | $99M | · | $97M | $93M | $91M | |
| Retained Earnings | $1.22B | $1.20B | $1.14B | $1.14B | $1.13B | $1.12B | $1.10B | $1.10B | $1.09B | $1.07B | $1.06B | $1.04B | · | $1.01B | $933M | $917M | |
| Treasury Stock | $431M | $430M | $430M | $431M | $428M | $428M | $428M | $432M | $430M | $430M | $425M | $421M | · | $397M | $392M | $387M | |
| AOCI | $-199M | $-199M | $-188M | $-179M | $-165M | $-178M | $-188M | $-161M | $-183M | $-168M | $-156M | $-168M | $-158M | $-147M | $-147M | $-171M | |
| Stockholders' Equity | $755M | $754M | $700M | $708M | $712M | $687M | $656M | $658M | $622M | $619M | $621M | $595M | $607M | $606M | $529M | $492M | |
| Liabilities + Equity | $1.59B | $1.53B | $1.55B | $1.55B | $1.57B | $1.55B | $1.48B | $1.04B | $1.01B | $994M | $1.01B | $981M | · | $1.02B | $957M | $921M | |
| Shares Outstanding | 12,054,110 | 12,050,049 | 12,047,561 | 12,033,324 | 11,992,116 | 11,987,537 | 11,986,117 | 11,812,917 | 11,761,700 | 11,760,187 | 11,783,199 | 11,794,883 | · | 11,791,341 | 11,831,740 | 11,865,582 |
Flujo de Efectivo 14
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $9M | $10M | $10M | $10M | $10M | $9M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | |
| Restructuring | · | · | · | · | · | $2M | $920.0K | $1M | · | $4M | $1M | $2M | · | $2M | $511.0K | $582.0K | |
| Other Non-cash | · | · | · | $-8M | · | · | · | $-8M | · | · | · | $-10M | · | · | · | $-28M | |
| Operating Cash Flow | $40M | $12M | $21M | $17M | $33M | $10M | $9M | $18M | $29M | $24M | $24M | $16M | $40M | $23M | $30M | $-3M | |
| CapEx | $6M | $6M | $8M | $6M | $9M | $6M | $7M | $7M | $7M | $5M | $4M | $4M | $8M | $6M | $6M | $5M | |
| Investing Cash Flow | $-5M | $62M | $-8M | $-6M | $-10M | $-64M | $-423M | $-6M | $-8M | $-16M | $-4M | $-33M | $-7M | $60M | $-6M | $-5M | |
| Stock Repurchased | $602.0K | $2.0K | $56.0K | $4M | $324.0K | $0 | $5M | $4M | $43.0K | $5M | $4M | $22M | $7M | $5M | $5M | $8M | |
| Net Stock Activity | · | · | · | $-4M | · | · | · | $-4M | · | · | · | $-22M | · | · | · | $-8M | |
| Dividends Paid | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $40M | $-67M | $-15M | $-15M | $-31M | $41M | $376M | $-6M | $-3M | $-9M | $-8M | $-50M | $-10M | $-22M | $-20M | $12M | |
| Net Change in Cash | $75M | $7M | $-2M | $-6M | $-5M | $-11M | $-43M | $10M | $15M | $-4M | $16M | $-69M | $20M | $62M | $10M | $-1M | |
| Taxes Paid | $12M | $10M | $10M | $6M | $11M | $11M | $766.0K | $5M | $8M | $6M | $9M | $5M | $4M | $9M | $3M | $9M | |
| Free Cash Flow | · | · | · | $10M | · | · | · | $11M | · | · | · | $12M | · | · | · | $-8M | |
| Levered FCF | · | · | · | $4M | · | · | · | $10M | · | · | · | $11M | · | · | · | $-9M |
Rentabilidad 8
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 40.9% | 41.7% | 41.6% | · | 39.7% | 37.6% | 41.1% | · | 38.5% | 40.2% | 39.3% | · | 38.5% | 38.5% | 37.8% | |
| Operating Margin | · | 40.4% | 16.1% | 13.6% | · | 12.6% | 4.5% | 14.1% | · | 12.3% | 14.5% | 14.6% | · | 48.0% | 14.8% | 14.6% | |
| Net Margin | · | 29.8% | 0.96% | 6.9% | · | 10.5% | 0.45% | 10.7% | · | 8.9% | 10.6% | 10.2% | · | 43.7% | 10.7% | 10.1% | |
| Pretax Margin | · | 36.8% | 12.3% | 9.7% | · | 8.5% | 1.1% | 13.6% | · | 11.4% | 13.7% | 13.4% | · | 46.9% | 14.0% | 13.3% | |
| EBITDA Margin | · | 44.6% | 20.6% | 18.1% | · | 12.6% | 4.5% | 18.3% | · | 12.3% | 14.5% | 18.4% | · | 48.0% | 14.8% | 18.4% | |
| ROA | · | 4.3% | 0.14% | 1.2% | · | 1.7% | 0.07% | 1.8% | · | 1.6% | 1.9% | 2.0% | · | 8.1% | 2.1% | 1.9% | |
| ROE | · | 9.3% | 0.31% | 2.2% | · | 3.4% | 0.13% | 2.9% | · | 2.6% | 3.3% | 3.5% | · | 14.2% | 3.8% | 3.6% | |
| ROIC | · | 6.2% | 2.2% | 1.8% | · | 2.7% | 0.46% | 2.4% | · | 2.2% | 2.6% | 2.8% | · | 10.6% | 3.0% | 2.9% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 3.0 | 2.9 | 2.9 | · | 3.4 | 3.4 | 3.5 | · | 3.4 | 3.3 | 3.2 | · | 3.5 | 3.0 | 3.1 | |
| Quick Ratio | · | 1.8 | 1.6 | 1.6 | · | 2.0 | 2.0 | 2.2 | · | 2.1 | 2.1 | 1.9 | · | 2.3 | 1.8 | 1.7 | |
| Debt / Equity | · | 0.6 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.4 | |
| LT Debt / Equity | · | 0.6 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.4 | |
| Interest Coverage | · | 12.4 | 4.5 | 3.3 | · | 3.1 | 1.5 | 24.7 | · | 23.0 | 25.4 | 21.1 | · | 62.6 | 17.8 | 22.1 |
Eficiencia 3
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | |
| Inventory Turnover | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | |
| Receivables Turnover | · | 1.3 | 1.3 | 1.5 | · | 1.4 | 1.4 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.6 | 1.7 | 1.6 |
Valoración (TTM) 15
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $871M | $836M | $785M | · | $745M | $716M | $711M | · | $725M | $735M | $737M | · | $742M | $743M | $731M | |
| Net Income TTM | · | $106M | $40M | $56M | · | $57M | $54M | $72M | · | $134M | $138M | $138M | · | $136M | $71M | $66M | |
| Market Cap | · | $3.07B | $2.62B | $2.55B | · | $1.93B | $2.24B | $2.16B | · | $2.14B | $1.87B | $1.72B | · | $1.44B | $1.21B | $969M | |
| Enterprise Value | · | $3.44B | $3.06B | $3.00B | · | $2.40B | $2.65B | $2.14B | · | $2.15B | $1.87B | $1.74B | · | $1.44B | $1.29B | $1.06B | |
| P/E | · | 29.0 | 65.8 | 45.5 | · | 34.0 | 41.4 | 30.3 | · | 16.2 | 13.6 | 12.6 | · | 10.8 | 17.7 | 15.1 | |
| P/S | · | 3.5 | 3.1 | 3.2 | · | 2.6 | 3.1 | 3.0 | · | 3.0 | 2.5 | 2.3 | · | 1.9 | 1.6 | 1.3 | |
| P/B | · | 4.1 | 3.7 | 3.6 | · | 2.8 | 3.4 | 3.3 | · | 3.5 | 3.0 | 2.9 | · | 2.4 | 2.3 | 2.0 | |
| P / Tangible Book | · | · | · | · | · | · | · | 7.5 | · | 8.4 | 7.2 | 7.3 | · | 5.6 | 6.8 | 6.5 | |
| P / Cash Flow | · | · | · | 151.5 | · | · | · | 122.9 | · | · | · | 106.2 | · | · | · | -358.4 | |
| P / FCF | · | · | · | 245.0 | · | · | · | 199.0 | · | · | · | 145.1 | · | · | · | -121.6 | |
| EV / EBITDA | · | 34.3 | 67.1 | 75.9 | · | 91.6 | 313.7 | 68.8 | · | 98.6 | 72.5 | 51.2 | · | 16.3 | 46.2 | 32.0 | |
| EV / FCF | · | · | · | 287.9 | · | · | · | 197.6 | · | · | · | 146.9 | · | · | · | -133.5 | |
| EV / Revenue | · | 3.9 | 3.7 | 3.8 | · | 3.2 | 3.7 | 3.0 | · | 3.0 | 2.5 | 2.4 | · | 1.9 | 1.7 | 1.5 | |
| Earnings Yield | · | 3.5% | 1.5% | 2.2% | · | 2.9% | 2.4% | 3.3% | · | 6.2% | 7.3% | 7.9% | · | 9.2% | 5.7% | 6.6% | |
| Payout Ratio | · | · | · | 25.5% | · | · | · | 19.4% | · | · | · | 17.5% | · | · | · | 16.8% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Ingresos | $892M | $790M | $721M | $741M | $735M |
| Margen Bruto % | 41.7% | — | — | 38.5% | 36.7% |
| Margen Operativo % | 21.7% | — | — | 23.1% | 12.0% |
| Beneficio neto | $105M | $56M | $73M | $139M | $61M |
| EPS Diluido | $8.67 | $4.64 | $6.14 | $11.58 | $5.06 |
Balance general
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | — | — | 0.3 | 0.4 |
| Ratio corriente | 2.4 | — | — | 3.4 | 2.5 |
| Ratio Rápido | 1.5 | — | — | 2.3 | 1.5 |
Flujo de Efectivo
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $64M | — | — | $67M | $54M |
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Propietarios institucionales (13F) 352 declarantes · $2.9B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 76 (+31 vs trimestre anterior) | 23 (-1 vs trimestre anterior) | 89 (-1 vs trimestre anterior) | 104 (+11 vs trimestre anterior) | +313K |
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 |
|---|---|---|---|---|
| WASATCH ADVISORS LP | $335 708 091 | 1 317 226 | 11,53% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $269 892 417 | 754 585 | 9,27% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $195 020 283 | 545 252 | 6,70% | Acciones |
| STATE STREET CORP | $190 338 682 | 532 221 | 6,54% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $178 387 563 | 498 749 | 6,13% | Acciones |
| Capital Research Global Investors | $112 550 523 | 314 677 | 3,86% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $102 477 186 | 286 513 | 3,52% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $96 566 996 | 269 931 | 3,32% | Acciones |
| Capital World Investors | $91 456 219 | 255 700 | 3,14% | Acciones |
| AMERIPRISE FINANCIAL INC | $88 921 575 | 248 611 | 3,05% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $86 087 964 | 240 689 | 2,96% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $78 061 477 | 218 250 | 2,68% | Acciones |
| Ophir Asset Management Pty Ltd | $70 883 756 | 198 182 | 2,43% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53 669 457 | 150 053 | 1,84% | Acciones |
| FMR LLC | $53 548 201 | 149 714 | 1,84% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $53 148 689 | 148 597 | 1,82% | Acciones |
| Copeland Capital Management, LLC | $47 933 078 | 134 014 | 1,65% | Acciones |
| Leeward Investments, LLC - MA | $37 492 042 | 104 823 | 1,29% | Acciones |
| BLAIR WILLIAM & CO/IL | $36 195 573 | 101 198 | 1,24% | Acciones |
| Champlain Investment Partners, LLC | $31 488 194 | 88 037 | 1,08% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $31 151 984 | 87 097 | 1,07% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $30 503 799 | 85 285 | 1,05% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $29 352 546 | 82 066 | 1,01% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $26 470 441 | 74 008 | 0,91% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $26 417 943 | 73 861 | 0,91% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $23 743 000 | 66 383 | 0,82% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $23 194 900 | 64 850 | 0,80% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $19 043 696 | 53 244 | 0,65% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $17 769 535 | 49 681 | 0,61% | Acciones |
| Bank of New York Mellon Corp | $16 820 505 | 47 028 | 0,58% | Acciones |
| JANE STREET GROUP, LLC | $16 513 982 | 46 171 | 0,57% | Acciones |
| GABELLI FUNDS LLC | $15 558 645 | 43 500 | 0,53% | Acciones |
| Public Sector Pension Investment Board | $14 883 006 | 41 611 | 0,51% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $13 481 655 | 37 693 | 0,46% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $11 861 768 | 33 164 | 0,41% | Acciones |
| FIRST TRUST ADVISORS LP | $11 402 604 | 31 880 | 0,39% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $10 674 661 | 29 845 | 0,37% | Acciones |
| RHUMBLINE ADVISERS | $10 422 124 | 29 139 | 0,36% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $9 944 657 | 27 804 | 0,34% | Acciones |
| J. Goldman & Co LP | $9 076 234 | 25 376 | 0,31% | Acciones |
| PEAK6 LLC | $8 941 750 | 25 000 | 0,31% | Opción de compra |
| Swiss National Bank | $8 483 932 | 23 720 | 0,29% | Acciones |
| ProShare Advisors LLC | $8 462 829 | 23 661 | 0,29% | Acciones |
| SEI INVESTMENTS CO | $8 316 870 | 23 252 | 0,29% | Acciones |
| Trexquant Investment LP | $7 834 046 | 21 903 | 0,27% | Acciones |
| Emerald Investment Advisers, LLC | $7 189 525 | 20 101 | 0,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 040 082 | 19 683 | 0,24% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $6 679 525 | 18 675 | 0,23% | Acciones |
| Legal & General Group Plc | $6 637 282 | 18 557 | 0,23% | Acciones |
| PRUDENTIAL FINANCIAL INC | $6 019 228 | 16 829 | 0,21% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 002 418 | 16 782 | 0,21% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 336 436 | 14 920 | 0,18% | Acciones |
| WHITE PINE CAPITAL LLC | $5 286 720 | 14 781 | 0,18% | Acciones |
| CASTLEARK MANAGEMENT LLC | $5 175 485 | 14 470 | 0,18% | Acciones |
| Balyasny Asset Management L.P. | $5 088 571 | 14 227 | 0,17% | Acciones |
| B. Metzler seel. Sohn & Co. AG | $4 888 991 | 13 669 | 0,17% | Acciones |
| LPL Financial LLC | $4 773 550 | 13 346 | 0,16% | Acciones |
| BROWN ADVISORY INC | $4 350 739 | 12 164 | 0,15% | Acciones |
| Future Fund LLC | $4 314 573 | 12 063 | 0,15% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 275 945 | 11 955 | 0,15% | Acciones |
| ASSETMARK, INC | $4 229 861 | 11 826 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $4 166 961 | 16 350 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $4 117 855 | 11 513 | 0,14% | Acciones |
| Knights of Columbus Asset Advisors LLC | $4 069 212 | 11 377 | 0,14% | Acciones |
| MML INVESTORS SERVICES, LLC | $4 030 423 | 11 269 | 0,14% | Acciones |
| FIFTH THIRD BANCORP | $3 958 406 | 11 068 | 0,14% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3 952 611 | 11 051 | 0,14% | Acciones |
| XTX Topco Ltd | $3 846 026 | 10 753 | 0,13% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 815 266 | 10 667 | 0,13% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3 768 053 | 10 535 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 721 975 | 14 604 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 672 913 | 10 269 | 0,13% | Acciones |
| Advantage Alpha Capital Partners LP | $3 616 285 | 17 066 | 0,12% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 518 042 | 9 836 | 0,12% | Acciones |
| BlackRock, Inc. | $3 484 779 | 9 743 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $3 314 528 | 9 267 | 0,11% | Acciones |
| DEUTSCHE BANK AG\ | $3 122 101 | 8 729 | 0,11% | Acciones |
| Pflug Koory, LLC | $2 961 865 | 8 281 | 0,10% | Acciones |
| Quantinno Capital Management LP | $2 950 431 | 8 249 | 0,10% | Acciones |
| 1ST SOURCE BANK | $2 906 426 | 8 126 | 0,10% | Acciones |
| One Capital Management, LLC | $2 890 876 | 11 343 | 0,10% | Acciones |
| D. E. Shaw & Co., Inc. | $2 718 292 | 7 600 | 0,09% | Opción de compra |
| WOLVERINE TRADING, LLC | $2 678 807 | 12 895 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $2 536 238 | 7 091 | 0,09% | Acciones |
| D. E. Shaw & Co., Inc. | $2 503 690 | 7 000 | 0,09% | Opción de venta |
| LEVEL FOUR ADVISORY SERVICES, LLC | $2 419 203 | 6 763 | 0,08% | Acciones |
| Advisors Asset Management, Inc. | $2 409 553 | 12 886 | 0,08% | Acciones |
| HM PAYSON & CO | $2 269 059 | 6 344 | 0,08% | Acciones |
| D. E. Shaw & Co., Inc. | $2 256 898 | 6 310 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $2 177 137 | 6 087 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 136 363 | 5 973 | 0,07% | Acciones |
| NorthCoast Asset Management LLC | $2 102 358 | 5 877 | 0,07% | Acciones |
| CITIGROUP INC | $2 041 938 | 5 709 | 0,07% | Acciones |
| Sterling Capital Management LLC | $2 040 865 | 5 706 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 997 229 | 5 584 | 0,07% | Acciones |
| State of New Jersey Common Pension Fund D | $1 978 273 | 5 531 | 0,07% | Acciones |
| TRUIST FINANCIAL CORP | $1 945 236 | 5 439 | 0,07% | Acciones |
| Wealthstar Advisors, LLC | $1 902 447 | 5 319 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $1 895 651 | 5 300 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 859 884 | 5 200 | 0,06% | Opción de compra |
Informantes de la empresa 45 insiders · 23 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David A. Dunbar | President/CEO/Chairman | 17 de febrero de 2026 S | 88 973 | 0 | 5 | $-10 434 150 |
| Ademir Sarcevic | Vice President/CFO/Treasurer | 1 de julio de 2026 A | 7 628 | 0 | 2 | $-647 207 |
| Thomas D. Debyle | Vice President/CFO | 20 de septiembre de 2019 M | 70 216 | 0 | 0 | $0 |
| Christian Storch | Vice President/CFO | 8 de noviembre de 2007 J | 29 752 | 0 | 0 | $0 |
| Danielle Rangel | VP & Chief Accounting Officer | 15 de mayo de 2026 A | 193 | 0 | 0 | $0 |
| Max Arets | VP; Chief Information Officer | 8 de abril de 2026 F | 1 320 | 0 | 0 | $0 |
| Alan J Glass | CLO, VP & Secretary | 2 de abril de 2026 F | 22 723 | 0 | 0 | $0 |
| Vineet Kshirsagar | Chief Strategy Officer | 18 de febrero de 2026 S | 4 647 | 0 | 2 | $-255 730 |
| Michelle Newbury | Chief HR Officer & VP | 10 de noviembre de 2025 A | 630 | 0 | 0 | $0 |
| Annemarie Bell | VP, Chief HR Officer | 24 de octubre de 2025 F | 7 311 | 0 | 1 | $-239 310 |
| Amy Gagnon | VP; Chief Accounting Officer | 25 de octubre de 2024 F | 1 198 | 0 | 0 | $0 |
| Sean C Valashinas | VP/Chief Accounting Officer | 29 de diciembre de 2023 J | 7 586 | 0 | 0 | $0 |
| Paul C. Burns | Vice Pres. Strategy & Business | 7 de febrero de 2023 S | 13 992 | 0 | 0 | $0 |
| Maschera Flavio | Vice President/Chief Innovatio | 6 de septiembre de 2022 M | 14 116 | 0 | 0 | $0 |
| James A. Hooven | VP Operations & Supply Chain | 3 de septiembre de 2021 F | 5 777 | 0 | 0 | $0 |
| James R. Zupancic | Vice President/Operational Exc | 6 de septiembre de 2018 A | 1 496 | 0 | 0 | $0 |
| Ross Mcgovern | Vice President Human Resources | 6 de septiembre de 2018 A | 4 682 | 0 | 0 | $0 |
| Deborah A Rosen | Vice President/Secretary | 15 de abril de 2016 M | 36 124 | 0 | 0 | $0 |
| Duane Stockburger | Group Vice President Food Serv | 2 de julio de 2007 F | 9 374 | 0 | 0 | $0 |
| Timothy S Oneil | Chief Accounting Officer | 29 de junio de 2007 J | 557 | 0 | 0 | $0 |
| Randy L Scott | Group Vice President Consumer | 14 de agosto de 2006 M | 11 012 | 0 | 0 | $0 |
| Robert R Kettinger | Controller | 30 de septiembre de 2004 J | 7 172 | 0 | 0 | $0 |
| Daniel C Potter | Treasurer | 14 de septiembre de 2003 M | 2 878 | 0 | 0 | $0 |
| Barbara Joanne Edwards | Consejero | 16 de junio de 2026 S | 0 | 0 | 2 | $-200 000 |
| CANNON CHARLES H JR | Consejero | 9 de febrero de 2026 S | 13 046 | 0 | 1 | $-513 280 |
| Andy L Nemeth | Consejero | 4 de febrero de 2026 P | 8 639 | 3 | 0 | $1 216 500 |
| Robin J Davenport | Consejero | 21 de octubre de 2025 A | 4 698 | 0 | 0 | $0 |
| Michael A Hickey | Consejero | 21 de octubre de 2025 A | 12 905 | 0 | 0 | $0 |
| Jeffrey S Edwards | Consejero | 21 de octubre de 2025 A | 14 424 | 0 | 0 | $0 |
| Thomas J Hansen | Consejero | 21 de octubre de 2025 M | 11 389 | 0 | 1 | $-606 179 |
| Daniel B Hogan | Consejero | 20 de octubre de 2020 M | 8 878 | 0 | 0 | $0 |
| Gerald H Fickenscher | Consejero | 22 de mayo de 2018 S | 8 867 | 0 | 0 | $0 |
| Roger L Fix | Consejero | 26 de octubre de 2017 A | 3 930 | 0 | 0 | $0 |
| Nicholas H Muller III | Consejero | 27 de octubre de 2016 M | 9 491 | 0 | 0 | $0 |
| William R Fenoglio | Consejero | 27 de octubre de 2016 M | 4 862 | 0 | 0 | $0 |
| Edward J Trainor | Consejero | 10 de diciembre de 2013 A | 10 782 | 0 | 0 | $0 |
| Walter F Greeley | Consejero | 13 de septiembre de 2007 A | 5 248 | 0 | 0 | $0 |
| Thomas L King | Consejero | 31 de octubre de 2006 A | 15 464 | 0 | 0 | $0 |
| Kevin C Landry | Consejero | 3 de mayo de 2004 G | 51 066 | 0 | 0 | $0 |
| John Bolten JR | Consejero | 13 de febrero de 2004 S | 155 919 | 0 | 0 | $0 |
| David R Crichton | Consejero | 29 de diciembre de 2003 F | 0 | 0 | 0 | $0 |
| Richard Colby Slaughter | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
| Thomas E Chorman | — | 3 de agosto de 2026 S | 12 366 | 0 | 9 | $-455 147 |
| Anne De Greef-Safft | — | 30 de septiembre de 2017 J | 9 234 | 0 | 0 | $0 |
| John Abbott | — | 14 de noviembre de 2014 S | 27 587 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Persona informante no revelada | 9 de octubre de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 11 de octubre de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 12 de enero de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 8 de octubre de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 6 de abril de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 7 de octubre de 2002 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 71 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 | 1,89% | 24 417 SH | 8 de agosto de 2026 | Diario |
| GSC · Goldman Sachs ETF Trust | 1,44% | 13 146 NS | 31 de mayo de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1,23% | 7 084 SH | 8 de agosto de 2026 | Diario |
| SMDV · ProShares Trust | 1,05% | 24 895 NS | 31 de mayo de 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,82% | 74 985 SH | 8 de agosto de 2026 | Diario |
| NBSM · Neuberger Berman ETF Trust | 0,56% | 4 539 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,48% | 18 326 NS | 30 de abril de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,47% | 14 421 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,46% | 112 543 SH | 8 de agosto de 2026 | Diario |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,45% | 5 927 SH | 8 de agosto de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,37% | 1 529 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,30% | 6 503 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,26% | 13 027 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,26% | 1 432 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,25% | 110 168 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,24% | 1 843 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,23% | 42 355 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,22% | 739 079 SH | 8 de agosto de 2026 | Diario |
| TRFM · ETF Series Solutions | 0,21% | 1 204 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 8 154 NS | 30 de abril de 2026 | N-PORT |
| MADE · iShares Trust | 0,18% | 346 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 4 440 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,15% | 146 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,15% | 432 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,15% | 14 679 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 12 256 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,13% | 70 076 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,13% | 310 410 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 8 780 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,10% | 5 210 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 1 708 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,09% | 176 354 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,08% | 2 514 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,08% | 565 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 40 136 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,08% | 24 240 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 58 441 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,06% | 3 965 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,06% | 537 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 2 203 NS | 31 de mayo de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,06% | 14 356 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 138 878 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 277 901 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,05% | 443 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,05% | 3 565 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,04% | 880 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 734 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,03% | 444 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,03% | 317 NS | 31 de mayo de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,02% | 68 441 SH | 8 de agosto de 2026 | Diario |