TRNS Transcat, Inc. - Common Stock
$92,31
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$50–$100
85% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$104
+13% upside
P/E (TTM)
161.9
ROE
1.8%
Margen de Beneficio Neto
1.6%
TRNS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$92.31
Capitalización Bursátil
$862M
P/E (TTM)
161.9
BPA (TTM)
$0.57
Ingresos (TTM)
$332M
Rendimiento div.
—
ROE
1.8%
Deuda/Capital
0.3
Rango 52S
$50 – $100
TRNS 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
$332M
2017-03-25
→
2026-03-28
BPA
$0.57
2017-03-25
→
2026-03-28
Flujo de caja libre
$20M
2017-03-25
→
2026-03-28
Márgenes
1.6%
2017-03-25
→
2026-03-28
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
TRNS
Mediana de Pares
P/E (TTM)
161.9
27.1
P/S (TTM) (P/V (TTM))
2.6
1.6
P/B (P/C)
2.9
2.8
EV / EBITDA
24.3
—
Price / FCF (Precio / FCF)
44.1
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
TRNS
Mediana de Pares
Gross Margin (Margen Bruto)
32.6%
32.5%
Operating Margin (Margen Operativo)
4.0%
—
Net Profit Margin (Margen de Beneficio Neto)
1.6%
2.5%
ROA
1.2%
1.8%
ROE
1.8%
2.7%
ROIC
2.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
TRNS
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.3
8.5
Current Ratio (Ratio corriente)
2.3
1.6
Quick Ratio (Ratio Rápido)
1.8
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
TRNS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
19.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
12.9%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
13.9%
—
EPS YoY (EPS interanual)
-63.7%
—
Net Income YoY (Beneficio Neto interanual)
-63.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
TRNS
Mediana de Pares
TRNS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 2 20,0%
- Compra 6 60,0%
- Mantener 2 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-18
Mediana
$105.00
← Por Debajo de Todos los Objetivos
$92.31
Mín
$95.00
Máx
$113.00
Objetivo mediano
$105.00
+13,7%
Objetivo medio
$104.33
+13,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $0.56 | $0.57 | — |
| 30 de junio de 2026 | $0.51 | $0.39 | 0.12% |
| 31 de marzo de 2026 | $0.56 | $0.57 | -0.01% |
| 31 de diciembre de 2025 | $0.26 | $0.34 | -0.08% |
| 30 de septiembre de 2025 | $0.44 | $0.52 | -0.08% |
| 30 de junio de 2025 | $0.59 | $0.40 | 0.19% |
| 31 de marzo de 2025 | $0.39 | $0.38 | 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 |
|---|---|---|---|---|---|---|
| TRNS | $666M | 125.1 | 19.2% | 1.6% | 1.8% | 32.6% |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| NPKI | $1.07B | 26.5 | 27.4% | 14.1% | 11.5% | — |
| KRT | $451M | 14.5 | 10.7% | 6.7% | 20.6% | 36.8% |
| BXC | $478M | 3037.5 | 0.05% | 0.01% | 0.04% | 15.3% |
| TITN | $380M | -6.8 | -10.2% | -2.2% | -9.1% | 15.8% |
| HDSN | $285M | 18.5 | 4.0% | 6.8% | 6.7% | 25.2% |
| ALTG | $148M | -1.8 | -2.2% | -4.4% | -457.6% | 25.9% |
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 | $332M | $278M | $259M | $231M | $205M | $173M | $173M | $161M | $155M | $144M | $122M | $124M | |
| Cost of Revenue | $224M | $189M | $176M | $162M | $147M | $127M | $131M | $122M | $118M | $109M | $93M | $95M | |
| Gross Profit | $108M | $89M | $84M | $68M | $58M | $46M | $42M | $39M | $37M | $35M | $29M | $29M | |
| SG&A Expense | $52M | $38M | $35M | $27M | $24M | $17M | $14M | $12M | $12M | $10M | $9M | $8M | |
| Operating Expenses | $95M | $72M | $64M | $52M | $44M | $35M | $32M | $29M | $28M | $27M | $23M | $22M | |
| Operating Income | $13M | $18M | $20M | $16M | $14M | $11M | $11M | $10M | $9M | $8M | $6M | $7M | |
| Interest Expense | · | · | $2M | $2M | $810.0K | · | · | · | · | · | · | · | |
| Interest Income | $23.0K | $825.0K | $808.0K | $0 | $0 | · | · | · | · | · | · | · | |
| Other Non-op | $-695.0K | $425.0K | $-315.0K | $-344.0K | $-143.0K | $-1M | $-1M | $-994.0K | $-1M | $-770.0K | $-295.0K | $-345.0K | |
| Pretax Income | $8M | $18M | $18M | $13M | $13M | $10M | $10M | $9M | $8M | $7M | $6M | $6M | |
| Income Tax | $3M | $4M | $5M | $3M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | |
| Net Income | $5M | $15M | $14M | $11M | $11M | $8M | $8M | $7M | $6M | $5M | $4M | $4M | |
| EPS (Basic) | $0.58 | $1.58 | $1.66 | $1.42 | $1.52 | $1.05 | $1.10 | $0.99 | $0.83 | $0.65 | $0.60 | $0.59 | |
| EPS (Diluted) | $0.57 | $1.57 | $1.63 | $1.40 | $1.50 | $1.03 | $1.08 | $0.95 | $0.81 | $0.64 | $0.58 | $0.57 | |
| Shares (Basic) | 9,334,000 | 9,185,000 | 8,239,000 | 7,551,000 | 7,496,000 | 7,423,000 | 7,331,000 | 7,196,000 | 7,124,000 | 6,994,000 | 6,887,000 | 6,798,000 | |
| Shares (Diluted) | 9,380,000 | 9,254,000 | 8,352,000 | 7,645,000 | 7,589,000 | 7,548,000 | 7,487,000 | 7,515,000 | 7,303,000 | 7,111,000 | 7,121,000 | 7,059,000 | |
| EBITDA | $39M | $36M | $33M | $27M | $24M | $19M | $18M | $17M | $15M | $14M | $10M | $10M |
Balance general 27
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5M | $2M | $20M | $2M | $1M | $560.0K | $499.0K | $788.0K | $577.0K | $842.0K | $641.0K | $65.0K | |
| Short-term Investments | · | $0 | $16M | $0 | · | · | · | · | · | · | · | · | |
| Receivables | $65M | $56M | $48M | $45M | $40M | $34M | $31M | $27M | $25M | $22M | $17M | $17M | |
| Inventory | $14M | $14M | $17M | $17M | $13M | $12M | $14M | $14M | $13M | $10M | $7M | $7M | |
| Prepaid Expense | $8M | $6M | $4M | $4M | $5M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | |
| Current Assets | $92M | $78M | $105M | $68M | $60M | $49M | $48M | $45M | $41M | $36M | $26M | $27M | |
| PP&E (Net) | $58M | $50M | $39M | $29M | $26M | $22M | $21M | $20M | $17M | $16M | $12M | $9M | |
| PP&E (Gross) | $134M | $116M | $97M | $81M | $73M | $65M | $59M | $54M | $48M | $43M | $36M | $31M | |
| Accum. Depreciation | $76M | $66M | $58M | $52M | $47M | $42M | $38M | $34M | $31M | $27M | $24M | $22M | |
| Goodwill | $218M | $177M | $106M | $69M | $65M | $43M | $42M | $35M | $33M | $33M | $29M | $21M | |
| Intangibles | $78M | $55M | $20M | $14M | $15M | $8M | $8M | $5M | $6M | $8M | $8M | $4M | |
| Other Non-current Assets | $2M | $1M | $1M | $1M | $827.0K | $808.0K | $719.0K | $793.0K | $973.0K | $901.0K | $853.0K | $1M | |
| Total Assets | $480M | $385M | $288M | $196M | $178M | · | $128M | $105M | $97M | $92M | $77M | $62M | |
| Accounts Payable | $18M | $17M | $11M | $16M | $14M | $12M | $12M | $15M | $14M | $12M | $8M | $8M | |
| Current Liabilities | $40M | $34M | $33M | $28M | $28M | $25M | $21M | $22M | $21M | $20M | $16M | $12M | |
| Capital Leases | $29M | $21M | $15M | $13M | $9M | $8M | $7M | · | · | · | · | · | |
| Deferred Tax | $10M | $9M | $9M | $7M | $7M | $3M | $3M | $2M | $2M | $1M | $1M | $2M | |
| Other Non-current Liabilities | $1M | $3M | $3M | $1M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Total Liabilities | $180M | $98M | $62M | $96M | $92M | $57M | $61M | $46M | $45M | $49M | $38M | $28M | |
| Long-term Debt | $100M | $33M | $4M | $49M | $48M | $20M | $30M | $21M | $23M | $27M | · | · | |
| Total Debt | $100M | $33M | $4M | $49M | $48M | $20M | $30M | $21M | $23M | $27M | $19M | $12M | |
| Common Stock | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Retained Earnings | $98M | $93M | $80M | $69M | $59M | $53M | $46M | $40M | $33M | $27M | $23M | $19M | |
| AOCI | $-923.0K | $-1M | $-949.0K | $-1M | $-233.0K | $-451.0K | $-1M | $-611.0K | $-281.0K | $-414.0K | $-358.0K | $-143.0K | |
| Stockholders' Equity | $301M | $287M | $225M | $100M | $86M | $75M | $67M | $60M | $51M | $43M | $39M | $34M | |
| Liabilities + Equity | $480M | $385M | $288M | $196M | $178M | $132M | $128M | $105M | $97M | $92M | $77M | $62M | |
| Shares Outstanding | 9,333,953 | 9,315,840 | 8,839,299 | 7,562,604 | 7,529,078 | 7,458,251 | 7,381,000 | 7,211,000 | 7,155,000 | 7,044,000 | 6,924,000 | 6,836,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $19M | $14M | $11M | $10M | $8M | $7M | $6M | $6M | $6M | $4M | $3M | |
| Stock-based Comp | $8M | $3M | $5M | $3M | $2M | $2M | $884.0K | $1M | $1M | $453.0K | $359.0K | $507.0K | |
| Deferred Tax | $827.0K | $20.0K | $-2M | $-186.0K | $404.0K | $211.0K | $419.0K | $781.0K | $533.0K | $74.0K | $140.0K | $779.0K | |
| Amort. of Intangibles | $14M | $8M | $6M | $4M | $4M | $3M | $2M | $2M | $2M | $3M | $1M | $992.0K | |
| Other Non-cash | $-5M | $3M | $2M | $-8M | $-6M | $7M | $-4M | $-3M | $-4M | $-4M | $2M | $-4M | |
| Operating Cash Flow | $35M | $39M | $33M | $17M | $18M | $24M | $12M | $13M | $10M | $8M | $11M | $4M | |
| CapEx | $15M | $13M | $13M | $9M | $10M | $7M | $7M | $7M | $6M | $5M | $4M | $4M | |
| Investing Cash Flow | $-98M | $-84M | $-42M | $-19M | $-40M | $-10M | $-20M | $-11M | $-6M | $-12M | · | $-11M | |
| Debt Issued | · | · | · | · | · | · | · | $2M | $7M | $10M | · | · | |
| Net Debt Issued | · | $-2M | $-2M | $-2M | $-2M | $-2M | $-2M | $413.0K | $5M | $9M | · | · | |
| Stock Issued | · | · | · | $658.0K | $1M | $1M | $2M | $285.0K | $931.0K | $635.0K | $454.0K | $466.0K | |
| Stock Repurchased | $469.0K | $4M | $5M | $447.0K | $7M | $3M | $3M | $145.0K | $360.0K | $98.0K | $73.0K | $71.0K | |
| Net Stock Activity | $-469.0K | $-4M | $-5M | $211.0K | $-5M | $-2M | $-1M | $140.0K | $571.0K | $537.0K | $381.0K | $395.0K | |
| Financing Cash Flow | $67M | $27M | $27M | $876.0K | $24M | $-13M | $8M | $-2M | $-4M | $5M | · | $5M | |
| Net Change in Cash | $3M | $-18M | $18M | $135.0K | $836.0K | $61.0K | $-289.0K | $211.0K | $-265.0K | $201.0K | $576.0K | $42.0K | |
| Taxes Paid | $2M | $8M | $3M | $1M | $4M | $2M | $1M | $1M | $2M | $2M | $1M | $2M | |
| Free Cash Flow | $20M | $26M | $19M | $8M | $7M | $17M | $5M | $6M | $4M | $2M | $7M | $939.0K | |
| Levered FCF | · | · | $18M | · | · | · | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 32.6% | 32.1% | 32.3% | 29.6% | 28.5% | 26.6% | 24.5% | 24.4% | 24.1% | 24.3% | 23.8% | 23.5% | |
| Operating Margin | 4.0% | 6.4% | 7.6% | 7.0% | 6.9% | 6.4% | 6.3% | 6.4% | 5.8% | 5.5% | 5.2% | 5.5% | |
| Net Margin | 1.6% | 5.2% | 5.3% | 4.6% | 5.5% | 4.5% | 4.7% | 4.4% | 3.8% | 3.1% | 3.4% | 3.3% | |
| Pretax Margin | 2.4% | 6.6% | 7.1% | 5.9% | 6.4% | 5.8% | 5.6% | 5.7% | 5.1% | 5.0% | 4.9% | 5.2% | |
| EBITDA Margin | 11.9% | 13.1% | 12.8% | 11.8% | 11.6% | 10.8% | 10.1% | 10.3% | 9.7% | 9.8% | 8.4% | 8.0% | |
| ROA | 1.2% | 4.3% | 5.7% | 5.7% | 12.8% | 6.0% | 6.9% | 7.1% | 6.3% | 5.4% | 5.9% | 6.9% | |
| ROE | 1.8% | 5.1% | 6.2% | 11.0% | 13.5% | 10.4% | 12.2% | 12.3% | 11.8% | 10.4% | 11.3% | 12.5% | |
| ROIC | 2.2% | 4.4% | 6.4% | 8.7% | 9.1% | 9.1% | 9.2% | 9.8% | 9.1% | 7.1% | 7.5% | 9.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.3 | 3.1 | 2.4 | 2.2 | 1.9 | 2.3 | 2.0 | 1.9 | 1.8 | 1.7 | 2.3 | |
| Quick Ratio | 1.8 | 1.7 | 2.5 | 1.6 | 1.5 | 1.4 | 1.5 | 1.3 | 1.2 | 1.2 | 1.1 | 1.4 | |
| Debt / Equity | 0.3 | 0.1 | 0.0 | 0.5 | 0.6 | 0.3 | 0.5 | 0.4 | 0.4 | 0.6 | 0.5 | 0.4 | |
| LT Debt / Equity | 0.3 | 0.1 | 0.0 | 0.5 | 0.5 | 0.2 | 0.4 | 0.3 | 0.4 | 0.6 | 0.5 | 0.4 | |
| Interest Coverage | · | · | 10.8 | · | · | · | · | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 1.1 | 1.2 | 2.3 | 1.3 | 1.5 | 1.6 | 1.6 | 1.7 | 1.8 | 2.1 | |
| Inventory Turnover | 15.9 | 11.8 | 10.2 | 10.9 | 12.0 | 9.9 | 9.2 | 9.0 | 10.3 | 13.0 | 14.0 | 14.6 | |
| Receivables Turnover | 5.5 | 5.4 | 5.6 | 5.5 | 5.6 | 5.3 | 5.9 | 6.2 | 6.6 | 7.4 | 7.2 | 7.6 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.2% | 7.3% | 12.5% | 12.5% | 18.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.9% | 10.8% | 14.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -63.7% | -3.7% | 16.4% | -6.7% | 45.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -25.9% | 1.5% | 16.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -63.0% | 6.4% | 27.7% | -6.1% | 46.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -20.5% | 8.5% | 20.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -7.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $332M | $278M | $259M | $231M | $205M | $173M | $173M | $161M | $155M | $144M | $122M | $124M | |
| Net Income TTM | $5M | $15M | $14M | $11M | $11M | $8M | $8M | $7M | $6M | $5M | $4M | $4M | |
| Market Cap | $666M | $684M | $985M | $656M | $559M | $397M | $187M | $166M | $112M | $88M | $70M | $66M | |
| Enterprise Value | $761M | $715M | $954M | $704M | $606M | $416M | $217M | $186M | $134M | $115M | $89M | $78M | |
| P/E | 125.1 | 46.7 | 68.4 | 62.0 | 49.5 | 51.6 | 23.5 | 24.2 | 19.3 | 19.6 | 17.5 | 16.8 | |
| P/S | 2.0 | 2.5 | 3.8 | 2.8 | 2.7 | 2.3 | 1.1 | 1.0 | 0.7 | 0.6 | 0.6 | 0.5 | |
| P/B | 2.2 | 2.4 | 4.4 | 6.6 | 6.5 | 5.3 | 2.8 | 2.8 | 2.2 | 2.0 | 1.8 | 1.9 | |
| P / Tangible Book | 140.8 | 12.4 | 9.9 | 39.8 | 87.2 | 16.3 | · | · | · | · | · | · | |
| P / Cash Flow | 19.1 | 17.5 | 30.2 | 38.7 | 31.7 | 16.8 | 16.2 | 13.2 | 11.3 | 11.7 | 6.4 | 14.8 | |
| P / FCF | 34.0 | 26.5 | 50.9 | 87.1 | 74.8 | 23.3 | 37.6 | 29.8 | 28.1 | 38.4 | 10.2 | 69.8 | |
| EV / EBITDA | 19.3 | 19.6 | 28.6 | 25.9 | 25.5 | 22.3 | 12.4 | 11.2 | 8.9 | 8.1 | 8.6 | 7.9 | |
| EV / FCF | 38.9 | 27.7 | 49.3 | 93.4 | 81.1 | 24.4 | 43.6 | 33.4 | 33.6 | 50.0 | 12.9 | 82.7 | |
| EV / Revenue | 2.3 | 2.6 | 3.7 | 3.1 | 3.0 | 2.4 | 1.3 | 1.2 | 0.9 | 0.8 | 0.7 | 0.6 | |
| Earnings Yield | 0.80% | 2.1% | 1.5% | 1.6% | 2.0% | 1.9% | 4.3% | 4.1% | 5.2% | 5.1% | 5.7% | 5.9% |
Estado de resultados 17
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $93M | $89M | $84M | $82M | $76M | $77M | $67M | $68M | $67M | $71M | $65M | $63M | $61M | $62M | $57M | $56M | |
| Cost of Revenue | $62M | $59M | $59M | $56M | $51M | $51M | $47M | $47M | $44M | $47M | $44M | $43M | $42M | $43M | $41M | $40M | |
| Gross Profit | $31M | $30M | $25M | $27M | $26M | $26M | $20M | $21M | $23M | $24M | $21M | $20M | $19M | $19M | $16M | $17M | |
| SG&A Expense | $16M | $15M | $14M | $13M | $11M | $10M | $9M | $9M | $10M | $7M | $9M | $12M | $8M | $7M | $7M | $7M | |
| Operating Expenses | $27M | $26M | $25M | $23M | $20M | $19M | $18M | $17M | $18M | $15M | $17M | $18M | $14M | $13M | $13M | $13M | |
| Operating Income | $4M | $4M | $88.0K | $4M | $5M | $7M | $2M | $4M | $5M | $9M | $4M | $2M | $5M | $6M | $3M | $4M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $81.0K | · | · | · | $731.0K | · | |
| Interest Income | $3.0K | $4.0K | $3.0K | $5.0K | $11.0K | $8.0K | $219.0K | $286.0K | $312.0K | $461.0K | $347.0K | $0 | $0 | $-15.0K | $5.0K | · | |
| Other Non-op | $-19.0K | $-123.0K | $-27.0K | $-212.0K | $-333.0K | $-221.0K | $1M | $-232.0K | $-131.0K | $-11.0K | $-289.0K | $49.0K | $-64.0K | $662.0K | $-313.0K | $-537.0K | |
| Pretax Income | $2M | $3M | $-1M | $2M | $5M | $6M | $3M | $4M | $5M | $10M | $4M | $802.0K | $4M | $5M | $2M | $3M | |
| Income Tax | $854.0K | $887.0K | $-338.0K | $760.0K | $1M | $2M | $772.0K | $427.0K | $820.0K | $3M | $923.0K | $342.0K | $813.0K | $1M | $523.0K | $732.0K | |
| Net Income | $1M | $2M | $-1M | $1M | $3M | $4M | $2M | $3M | $4M | $7M | $3M | $460.0K | $3M | $4M | $2M | $2M | |
| EPS (Basic) | $0.14 | $0.21 | $-0.12 | $0.14 | $0.35 | $0.47 | $0.26 | $0.36 | $0.49 | $0.82 | $0.39 | $0.06 | $0.39 | $0.49 | $0.21 | $0.31 | |
| EPS (Diluted) | $0.14 | $0.20 | $-0.12 | $0.14 | $0.35 | $0.49 | $0.25 | $0.35 | $0.48 | $0.81 | $0.38 | $0.06 | $0.38 | $0.48 | $0.21 | $0.31 | |
| Shares (Basic) | 9,353,000 | -18,633,000 | 9,329,000 | 9,321,000 | 9,317,000 | -18,269,000 | 9,230,000 | 9,160,000 | 9,064,000 | -15,817,000 | 8,615,000 | 7,819,000 | 7,622,000 | -15,093,000 | 7,559,000 | 7,550,000 | |
| Shares (Diluted) | 9,473,000 | -18,737,000 | 9,329,000 | 9,399,000 | 9,389,000 | -18,550,000 | 9,326,000 | 9,282,000 | 9,196,000 | -16,110,000 | 8,752,000 | 7,948,000 | 7,762,000 | -15,296,000 | 7,666,000 | 7,646,000 | |
| EBITDA | $11M | · | $88.0K | $4M | $11M | · | $2M | $4M | $9M | · | $4M | $2M | $7M | · | $3M | $4M |
Balance general 27
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7M | $5M | $3M | $5M | $2M | $2M | $5M | $24M | $23M | $20M | $35M | $1M | $2M | · | $2M | $909.0K | |
| Short-term Investments | · | · | · | · | · | $0 | $0 | $0 | $0 | $16M | · | · | · | · | · | · | |
| Receivables | $67M | $65M | $59M | $63M | $58M | $56M | $52M | $49M | $48M | $48M | $43M | $44M | $42M | · | $38M | $40M | |
| Inventory | $15M | $14M | $13M | $13M | $15M | $14M | $14M | $16M | $18M | $17M | $16M | $16M | $15M | · | $17M | $17M | |
| Prepaid Expense | $7M | $8M | $5M | $4M | $4M | $6M | $6M | $6M | $5M | $4M | $3M | $4M | $3M | · | $4M | $4M | |
| Current Assets | $96M | $92M | $81M | $86M | $80M | $78M | $77M | $95M | $94M | $105M | $99M | $65M | $64M | · | $61M | $63M | |
| PP&E (Net) | $58M | $58M | $58M | $58M | $52M | $50M | $50M | $47M | $46M | $39M | $37M | $36M | $30M | $29M | $28M | $28M | |
| PP&E (Gross) | · | $134M | · | · | · | $116M | · | · | · | $97M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $76M | · | · | · | $66M | · | · | · | $58M | · | · | · | · | · | · | |
| Goodwill | $227M | $218M | $218M | $218M | $177M | $177M | $177M | $138M | $138M | $106M | $106M | $106M | $77M | $69M | $69M | $66M | |
| Intangibles | $78M | $78M | $81M | $85M | $52M | $55M | $58M | $24M | $26M | $20M | $21M | $23M | $15M | · | $15M | $15M | |
| Other Non-current Assets | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $895.0K | $805.0K | |
| Total Assets | $493M | $480M | $473M | $485M | $393M | $385M | $386M | $324M | $324M | $288M | $281M | $248M | $203M | · | $188M | $187M | |
| Accounts Payable | $20M | $18M | $17M | $15M | $13M | $17M | $16M | $13M | $13M | $11M | $11M | $13M | $12M | · | $14M | $14M | |
| Current Liabilities | $38M | $40M | $37M | $35M | $27M | $34M | $32M | $27M | $32M | $33M | $29M | $28M | $24M | · | $25M | $25M | |
| Capital Leases | $28M | $29M | $29M | $32M | $27M | $21M | $21M | $15M | $15M | $15M | $14M | $15M | $14M | · | $13M | $13M | |
| Deferred Tax | $11M | $10M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $11M | $11M | $7M | · | $7M | $7M | |
| Other Non-current Liabilities | $1M | $1M | $1M | $1M | $3M | $3M | $4M | $4M | $4M | $3M | $6M | $5M | $1M | · | $1M | $1M | |
| Total Liabilities | $190M | $180M | $176M | $189M | $100M | $98M | $105M | $55M | $61M | $62M | $63M | $110M | $93M | · | $93M | $94M | |
| Long-term Debt | · | $100M | $100M | $112M | $34M | $33M | $42M | $3M | $4M | $4M | $5M | $53M | $48M | · | $49M | $51M | |
| Total Debt | $110M | · | $100M | $112M | $34M | · | $42M | $3M | $4M | · | $5M | $53M | $48M | · | $49M | $51M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | · | $4M | $4M | |
| Retained Earnings | $99M | $98M | $96M | $97M | $96M | $93M | $88M | $86M | $84M | $80M | $74M | $71M | $72M | · | $66M | $64M | |
| AOCI | $-1M | $-923.0K | $-507.0K | $-747.0K | $-461.0K | $-1M | $-2M | $-718.0K | $-1M | $-949.0K | $-691.0K | $-1M | $-718.0K | · | $-1M | $-2M | |
| Stockholders' Equity | $303M | $301M | $297M | $295M | $293M | $287M | $281M | $269M | $262M | $225M | $218M | $138M | $111M | $100M | $95M | $92M | |
| Liabilities + Equity | $493M | $480M | $473M | $485M | $393M | $385M | $386M | $324M | $324M | $288M | $281M | $248M | $203M | · | $188M | $187M | |
| Shares Outstanding | 9,359,263 | 9,333,953 | 9,331,181 | 9,327,667 | 9,318,490 | 9,315,840 | 9,309,257 | 9,199,277 | 9,144,731 | 8,839,299 | 8,828,515 | 7,978,401 | 7,643,099 | · | 7,560,420 | 7,557,626 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $7M | $6M | $6M | $6M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $2M | $3M | $2M | $2M | $1M | $1M | $452.0K | $926.0K | $697.0K | $1M | $1M | $1M | $930.0K | $620.0K | $815.0K | $1M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | $-134.0K | $2.0K | $-31.0K | |
| Amort. of Intangibles | $4M | · | · | · | $3M | $3M | $2M | $2M | $2M | $1M | $2M | $1M | $1M | $1M | $1M | · | |
| Other Non-cash | $-1M | · | · | · | $-6M | · | · | · | $-294.0K | · | · | · | $867.0K | · | · | · | |
| Operating Cash Flow | $9M | $6M | $12M | $13M | $4M | $11M | $13M | $7M | $9M | $6M | $11M | $8M | $8M | $3M | $9M | $3M | |
| CapEx | $4M | $4M | $3M | $4M | $5M | $3M | $3M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | $2M | $2M | |
| Investing Cash Flow | $-17M | $-4M | $-3M | $-87M | $-5M | $-4M | $-72M | $-4M | $-4M | $-20M | $-4M | $-13M | $-6M | $-3M | $-7M | $-2M | |
| Net Debt Issued | $0 | · | · | · | $-602.0K | · | · | · | $-576.0K | · | · | · | $-553.0K | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $185.0K | $199.0K | · | $139.0K | $143.0K | |
| Stock Repurchased | $2M | $372.0K | $-13.0K | $110.0K | $0 | $357.0K | $182.0K | $1M | $2M | $3M | $0 | $2M | $301.0K | $10.0K | $0 | $0 | |
| Net Stock Activity | $-2M | · | · | · | $0 | · | · | · | $-2M | · | · | · | $-102.0K | · | · | · | |
| Financing Cash Flow | $10M | $-488.0K | $-12M | $77M | $2M | $-9M | $40M | $-1M | $-2M | $-2M | $27M | $3M | $-859.0K | $94.0K | $-2M | $-822.0K | |
| Net Change in Cash | $2M | $1M | $-2M | $3M | $344.0K | $-3M | $-19M | $1M | $3M | $-16M | $34M | $-903.0K | $618.0K | $-62.0K | $684.0K | $466.0K | |
| Taxes Paid | $-70.0K | $585.0K | $1M | $581.0K | $-180.0K | $984.0K | $1M | $5M | $63.0K | $1M | $785.0K | $992.0K | $107.0K | $159.0K | $473.0K | $367.0K | |
| Free Cash Flow | $5M | · | · | · | $-975.0K | · | · | · | $5M | · | · | · | $5M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.1% | · | 30.1% | 32.5% | 33.8% | · | 29.5% | 31.3% | 34.0% | · | 32.1% | 32.0% | 30.9% | · | 28.6% | 29.7% | |
| Operating Margin | 4.0% | · | 0.10% | 4.3% | 7.0% | · | 3.1% | 5.5% | 7.6% | · | 6.6% | 2.6% | 7.7% | · | 5.5% | 6.4% | |
| Net Margin | 1.4% | · | -1.3% | 1.5% | 4.3% | · | 3.5% | 4.8% | 6.6% | · | 5.1% | 0.73% | 4.9% | · | 2.8% | 4.2% | |
| Pretax Margin | 2.4% | · | -1.7% | 2.5% | 6.0% | · | 4.7% | 5.5% | 7.8% | · | 6.6% | 1.3% | 6.2% | · | 3.7% | 5.5% | |
| EBITDA Margin | 11.5% | · | 0.10% | 4.3% | 14.3% | · | 3.1% | 5.5% | 13.8% | · | 6.6% | 2.6% | 12.3% | · | 5.5% | 6.4% | |
| ROA | 0.30% | · | -0.26% | 0.31% | 0.91% | · | 0.71% | 1.1% | 1.7% | · | 1.4% | 0.21% | 1.5% | · | 0.91% | 1.4% | |
| ROE | 0.45% | · | -0.38% | 0.45% | 1.2% | · | 0.94% | 1.6% | 2.4% | · | 2.1% | 0.40% | 2.9% | · | 1.8% | 2.7% | |
| ROIC | 0.55% | · | 0.02% | 0.54% | 1.2% | · | 0.49% | 1.2% | 1.6% | · | 1.5% | 0.49% | 2.3% | · | 1.7% | 1.9% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | · | 2.2 | 2.4 | 2.9 | · | 2.4 | 3.6 | 3.0 | · | 3.4 | 2.3 | 2.7 | · | 2.4 | 2.5 | |
| Quick Ratio | 1.9 | · | 1.7 | 1.9 | 2.2 | · | 1.8 | 2.7 | 2.2 | · | 2.7 | 1.6 | 1.9 | · | 1.6 | 1.6 | |
| Debt / Equity | 0.4 | · | 0.3 | 0.4 | 0.1 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.4 | 0.4 | · | 0.5 | 0.6 | |
| LT Debt / Equity | 0.4 | · | 0.3 | 0.4 | 0.1 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.4 | 0.4 | · | 0.5 | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 53.0 | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Inventory Turnover | 4.1 | · | 4.4 | 3.9 | 3.0 | · | 3.1 | 3.0 | 2.6 | · | 2.7 | 2.6 | 2.8 | · | 2.7 | 2.9 | |
| Receivables Turnover | 1.5 | · | 1.5 | 1.5 | 1.4 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | 1.5 | 1.5 | · | 1.6 | 1.5 |
Valoración (TTM) 14
| Métrica | Tendencia | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $341M | · | · | $293M | $278M | · | $266M | $263M | $255M | · | $246M | $237M | $229M | · | $219M | $212M | |
| Net Income TTM | $5M | · | $6M | $10M | $13M | · | $13M | $12M | $11M | · | $8M | $7M | $10M | · | $9M | $10M | |
| Market Cap | $863M | · | $549M | $687M | $790M | · | $987M | $1.12B | $1.09B | · | $950M | $758M | $667M | · | $529M | $514M | |
| Enterprise Value | $967M | · | $646M | $794M | $823M | · | $1.02B | $1.10B | $1.08B | · | $920M | $810M | $713M | · | $577M | $564M | |
| P/E | 180.8 | · | 95.0 | 67.6 | 59.3 | · | 72.6 | 95.7 | 92.1 | · | 104.5 | 99.0 | 67.1 | · | 61.9 | 51.5 | |
| P/S | 2.5 | · | · | 2.3 | 2.8 | · | 3.7 | 4.3 | 4.3 | · | 3.9 | 3.2 | 2.9 | · | 2.4 | 2.4 | |
| P/B | 2.8 | · | 1.9 | 2.3 | 2.7 | · | 3.5 | 4.2 | 4.2 | · | 4.4 | 5.5 | 6.0 | · | 5.6 | 5.6 | |
| P / Tangible Book | · | · | · | · | 12.4 | · | 21.1 | 10.5 | 11.2 | · | 10.4 | 86.8 | 36.0 | · | 45.6 | 45.3 | |
| P / Cash Flow | 97.9 | · | · | · | 218.2 | · | · | · | 122.6 | · | · | · | 88.5 | · | · | · | |
| P / FCF | 178.5 | · | · | · | -810.7 | · | · | · | 208.5 | · | · | · | 139.8 | · | · | · | |
| EV / EBITDA | 90.5 | · | 7338.0 | 226.6 | 75.2 | · | 487.7 | 293.7 | 116.7 | · | 214.2 | 493.0 | 96.0 | · | 182.3 | 155.5 | |
| EV / FCF | 200.0 | · | · | · | -844.0 | · | · | · | 204.8 | · | · | · | 149.5 | · | · | · | |
| EV / Revenue | 2.8 | · | · | 2.7 | 3.0 | · | 3.8 | 4.2 | 4.2 | · | 3.7 | 3.4 | 3.1 | · | 2.6 | 2.7 | |
| Earnings Yield | 0.55% | · | 1.1% | 1.5% | 1.7% | · | 1.4% | 1.1% | 1.1% | · | 0.96% | 1.0% | 1.5% | · | 1.6% | 1.9% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Ingresos | $332M | $278M | $259M | $231M | $205M |
| Margen Bruto % | 32.6% | 32.1% | 32.3% | 29.6% | 28.5% |
| Margen Operativo % | 4.0% | 6.4% | 7.6% | 7.0% | 6.9% |
| Beneficio neto | $5M | $15M | $14M | $11M | $11M |
| EPS Diluido | $0.57 | $1.57 | $1.63 | $1.40 | $1.50 |
Balance general
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.1 | 0.0 | 0.5 | 0.6 |
| Ratio corriente | 2.3 | 2.3 | 3.1 | 2.4 | 2.2 |
| Ratio Rápido | 1.8 | 1.7 | 2.5 | 1.6 | 1.5 |
Flujo de Efectivo
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-03-25 | 2022-03-26 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $20M | $26M | $19M | $8M | $7M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 191 declarantes · $736.5M 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 |
|---|---|---|---|---|
| 39 (+3 vs trimestre anterior) | 16 (-6 vs trimestre anterior) | 65 (+10 vs trimestre anterior) | 39 (-2 vs trimestre anterior) | +343K |
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 |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | $72 116 151 | 777 365 | 9,79% | Acciones |
| Hood River Capital Management LLC | $55 804 959 | 601 541 | 7,58% | Acciones |
| Ophir Asset Management Pty Ltd | $42 861 224 | 462 016 | 5,82% | Acciones |
| Conestoga Capital Advisors, LLC | $41 705 403 | 449 557 | 5,66% | Acciones |
| ROYCE & ASSOCIATES LP | $40 046 119 | 431 671 | 5,44% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $38 412 068 | 414 057 | 5,22% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $27 031 694 | 291 384 | 3,67% | Acciones |
| VANGUARD GROUP INC | $26 010 932 | 458 504 | 3,53% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $23 829 088 | 256 862 | 3,24% | Acciones |
| Paradice Investment Management LLC | $22 834 779 | 246 144 | 3,10% | Acciones |
| STATE STREET CORP | $21 096 570 | 227 595 | 2,86% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $19 331 100 | 208 332 | 2,62% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $18 775 664 | 202 389 | 2,55% | Acciones |
| BAMCO INC /NY/ | $17 648 843 | 190 243 | 2,40% | Acciones |
| First Eagle Investment Management, LLC | $16 113 871 | 173 697 | 2,19% | Acciones |
| Champlain Investment Partners, LLC | $15 888 347 | 171 266 | 2,16% | Acciones |
| ArrowMark Colorado Holdings LLC | $13 871 249 | 149 523 | 1,88% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $13 335 688 | 143 750 | 1,81% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $13 153 394 | 141 785 | 1,79% | Acciones |
| OSTERWEIS CAPITAL MANAGEMENT INC | $12 319 578 | 132 797 | 1,67% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $12 079 767 | 130 212 | 1,64% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $9 706 432 | 104 629 | 1,32% | Acciones |
| Broadcrest Asset Management, LLC | $9 574 706 | 130 802 | 1,30% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7 429 671 | 80 087 | 1,01% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7 313 523 | 78 835 | 0,99% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7 300 999 | 78 700 | 0,99% | Opción de compra |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $7 070 929 | 76 220 | 0,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 955 338 | 74 974 | 0,94% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 018 175 | 64 872 | 0,82% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5 355 612 | 57 730 | 0,73% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $5 225 270 | 56 325 | 0,71% | Acciones |
| CITADEL ADVISORS LLC | $5 204 397 | 56 100 | 0,71% | Opción de compra |
| FIFTH THIRD BANCORP | $4 485 347 | 48 349 | 0,61% | Acciones |
| Summit Creek Advisors LLC | $4 357 407 | 46 970 | 0,59% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $4 284 582 | 46 185 | 0,58% | Acciones |
| JANE STREET GROUP, LLC | $4 206 285 | 45 341 | 0,57% | Acciones |
| CARDIFF PARK ADVISORS, LLC | $3 620 071 | 39 022 | 0,49% | Acciones |
| Advantage Alpha Capital Partners LP | $3 412 877 | 46 624 | 0,46% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 254 372 | 35 080 | 0,44% | Acciones |
| D. E. Shaw & Co., Inc. | $3 246 950 | 35 000 | 0,44% | Opción de compra |
| AMERIPRISE FINANCIAL INC | $3 083 026 | 33 233 | 0,42% | Acciones |
| Montanaro Asset Management Ltd | $2 978 381 | 32 105 | 0,40% | Acciones |
| XTX Topco Ltd | $2 596 261 | 27 986 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 357 378 | 25 411 | 0,32% | Acciones |
| Linden Thomas Advisory Services, LLC | $2 311 365 | 24 915 | 0,31% | Acciones |
| ExodusPoint Capital Management, LP | $2 254 033 | 24 297 | 0,31% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 207 833 | 23 799 | 0,30% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 069 884 | 22 312 | 0,28% | Acciones |
| CITADEL ADVISORS LLC | $2 015 707 | 21 728 | 0,27% | Acciones |
| Round Rock Advisors LLC | $1 764 856 | 19 024 | 0,24% | Acciones |
| Swiss National Bank | $1 699 083 | 18 315 | 0,23% | Acciones |
| BlackRock, Inc. | $1 698 433 | 18 308 | 0,23% | Acciones |
| Quantinno Capital Management LP | $1 447 583 | 15 604 | 0,20% | Acciones |
| UBS Group AG | $1 186 157 | 12 786 | 0,16% | Acciones |
| Annex Advisory Services, LLC | $1 180 342 | 16 070 | 0,16% | Acciones |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1 128 825 | 12 168 | 0,15% | Acciones |
| RHUMBLINE ADVISERS | $1 080 759 | 11 650 | 0,15% | Acciones |
| Point72 Asset Management, L.P. | $975 848 | 10 519 | 0,13% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $955 624 | 10 301 | 0,13% | Acciones |
| BANK OF AMERICA CORP /DE/ | $911 466 | 9 825 | 0,12% | Acciones |
| Bank of New York Mellon Corp | $877 326 | 9 457 | 0,12% | Acciones |
| Diametric Capital, LP | $864 430 | 9 318 | 0,12% | Acciones |
| HOWE & RUSLING INC | $854 783 | 9 214 | 0,12% | Acciones |
| Squarepoint Ops LLC | $815 819 | 8 794 | 0,11% | Acciones |
| BARCLAYS PLC | $813 593 | 8 770 | 0,11% | Acciones |
| FRANKLIN RESOURCES INC | $799 956 | 8 623 | 0,11% | Acciones |
| Corient Private Wealth LP | $792 071 | 8 538 | 0,11% | Acciones |
| Quantbot Technologies LP | $774 444 | 8 348 | 0,11% | Acciones |
| WELLS FARGO & COMPANY/MN | $763 961 | 8 235 | 0,10% | Acciones |
| Brevan Howard Capital Management LP | $761 363 | 8 207 | 0,10% | Acciones |
| Cubist Systematic Strategies, LLC | $747 173 | 10 207 | 0,10% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $744 783 | 10 140 | 0,10% | Acciones |
| Granahan Investment Management, LLC | $692 714 | 7 467 | 0,09% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $677 685 | 7 305 | 0,09% | Acciones |
| Jump Financial, LLC | $667 944 | 7 200 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $662 378 | 7 140 | 0,09% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $638 501 | 8 693 | 0,09% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $634 079 | 6 835 | 0,09% | Acciones |
| TWO SIGMA ADVISERS, LP | $589 992 | 10 400 | 0,08% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $536 826 | 6 072 | 0,07% | Acciones |
| MetLife Investment Management, LLC | $509 400 | 5 491 | 0,07% | Acciones |
| SIMPLEX TRADING, LLC | $495 855 | 5 345 | 0,07% | Acciones |
| DIVERSIFIED TRUST CO | $491 217 | 5 295 | 0,07% | Acciones |
| EntryPoint Capital, LLC | $467 654 | 5 041 | 0,06% | Acciones |
| Aquatic Capital Management LLC | $465 427 | 5 017 | 0,06% | Acciones |
| Valmark Advisers, Inc. | $463 850 | 5 000 | 0,06% | Acciones |
| CONNABLE OFFICE INC | $417 836 | 4 504 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $398 447 | 4 295 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $386 758 | 4 169 | 0,05% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $382 955 | 4 128 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $380 357 | 4 100 | 0,05% | Opción de venta |
| Mariner, LLC | $375 805 | 4 051 | 0,05% | Acciones |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $375 719 | 4 050 | 0,05% | Acciones |
| JANUS HENDERSON GROUP PLC | $375 037 | 5 097 | 0,05% | Acciones |
| Yorktown Management & Research Co Inc | $371 080 | 4 000 | 0,05% | Acciones |
| Central Pacific Bank - Trust Division | $354 103 | 3 817 | 0,05% | Acciones |
| Glenmede Investment Management, LP | $351 652 | 4 804 | 0,05% | Acciones |
| Invesco Ltd. | $344 548 | 3 714 | 0,05% | Acciones |
| CM WEALTH ADVISORS LLC | $339 167 | 3 656 | 0,05% | Acciones |
| WHITE PINE CAPITAL LLC | $321 448 | 3 465 | 0,04% | Acciones |
Informantes de la empresa 36 insiders · 14 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jaime A Irick | President and CEO | 27 de mayo de 2026 A | — | 0 | 0 | $0 |
| Lee D. Rudow | President and CEO | 28 de marzo de 2026 M | 101 868 | 0 | 0 | $0 |
| Thomas L Barbato | Sr. VP Finance & CFO | 27 de mayo de 2026 A | 4 649 | 0 | 0 | $0 |
| Michael Tschiderer | VP of Finance and CFO | 21 de julio de 2020 A | 28 558 | 0 | 0 | $0 |
| John J Zimmer | Senior VP of Finance and CFO | 19 de mayo de 2015 A | 59 124 | 0 | 0 | $0 |
| Michael W. West | Chief Operating Officer | 27 de mayo de 2026 A | 27 086 | 0 | 0 | $0 |
| Mark A. Doheny | Chief Operating Officer | 30 de marzo de 2024 M | 5 670 | 0 | 0 | $0 |
| Royal Thomas Simmons Jr. | Chief Strat. & CorpDev Officer | 22 de junio de 2026 A | — | 0 | 0 | $0 |
| Michael Jacques Haddad | Chief Information Officer | 27 de mayo de 2026 A | — | 0 | 0 | $0 |
| Theresa A. Conroy | Chief Human Resources Officer | 27 de mayo de 2026 A | 2 361 | 0 | 0 | $0 |
| Kristina L Johnston | Principal Accounting Officer | 27 de mayo de 2026 A | — | 0 | 0 | $0 |
| James M. Jenkins | Chief Legal & Corp Dev Officer | 31 de mayo de 2024 F | 1 750 | 0 | 0 | $0 |
| Robert A. Flack | VP of Service Sales | 19 de junio de 2019 M | 26 141 | 0 | 0 | $0 |
| John P. Hennessy | VP of Sales and Marketing | 21 de mayo de 2013 A | 19 484 | 0 | 0 | $0 |
| Robert Mecca | Consejero | 11 de septiembre de 2025 M | 704 | 0 | 0 | $0 |
| Cynthia Langston | Consejero | 11 de septiembre de 2025 M | 1 837 | 0 | 0 | $0 |
| Mbago M. Kaniki | Consejero | 11 de septiembre de 2025 M | 2 593 | 0 | 0 | $0 |
| Dawn Deperrior | Consejero | 11 de septiembre de 2025 M | 704 | 0 | 0 | $0 |
| Gary J. Haseley | Consejero | 11 de septiembre de 2025 M | 39 102 | 0 | 0 | $0 |
| Charles P Hadeed | Consejero | 31 de julio de 2025 M | 22 480 | 0 | 0 | $0 |
| Paul D Moore | Consejero | 7 de septiembre de 2023 M | 48 680 | 0 | 0 | $0 |
| Richard J Harrison | Consejero | 6 de junio de 2023 G | 20 316 | 0 | 0 | $0 |
| Carl E Sassano | Consejero | 26 de mayo de 2022 S | 45 095 | 0 | 0 | $0 |
| Angela J Panzarella | Consejero | 9 de septiembre de 2021 M | 19 170 | 0 | 0 | $0 |
| Alan H Resnick | Consejero | 11 de septiembre de 2019 A | 36 705 | 0 | 0 | $0 |
| Francis R Bradley | Consejero | 2 de septiembre de 2015 S | 22 048 | 0 | 0 | $0 |
| Harvey J Palmer | Consejero | 13 de agosto de 2014 M | 77 710 | 0 | 0 | $0 |
| Nancy D Hessler | Consejero | 27 de agosto de 2013 S | 27 379 | 0 | 0 | $0 |
| Cornelius J Murphy | Consejero | 22 de agosto de 2007 A | 52 808 | 0 | 0 | $0 |
| GARELICK E LEE | Consejero | 22 de agosto de 2007 A | 252 226 | 0 | 0 | $0 |
| Robert G Klimasewski | Consejero | 20 de agosto de 2007 M | 23 144 | 0 | 0 | $0 |
| Oksana S. Dominach | — | 13 de agosto de 2026 M | 11 658 | 0 | 0 | $0 |
| Christopher P. Gillette | — | 7 de agosto de 2026 S | 200 | 0 | 1 | $-47 492 |
| Craig D. Cairns | — | 6 de agosto de 2026 P | 1 480 | 1 | 0 | $98 658 |
| Scott Deverell | — | 28 de marzo de 2025 M | 2 452 | 0 | 0 | $0 |
| John T Smith | — | 29 de enero de 2021 M | 34 912 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Juniper Targeted Opportunity Fund, L.P., Juniper HF Investors II, LLC, Juniper Investment Company, LLC, Alexis P. Michas, John A. Bartholdson ×2 presentaciones | 5 de febrero de 2021 | — | 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 37 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 |
|---|---|---|---|---|
| QIDX · Spinnaker ETF Series | 0,25% | 1 282 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,20% | 31 817 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,13% | 445 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 9 681 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,03% | 47 865 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 53 930 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 5 611 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,03% | 237 779 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 37 738 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 3 977 NS | 30 de abril de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 3 614 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,02% | 432 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 30 826 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 44 517 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 25 689 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 338 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 777 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 106 606 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,01% | 11 071 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 2 688 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 341 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 392 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 4 132 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 781 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 884 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 725 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 3 361 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 11 929 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 2 660 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,00% | 59 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 5 428 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 305 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 4 447 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 298 264 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 748 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 1 NS | 31 de mayo de 2026 | N-PORT |