LPX Louisiana-Pacific Corporation Common Stock
$70,99
Prix · Aoû 18, 2026
Données fondamentales au Aoû 5, 2026
Fourchette 52 semaines
$66–$101
14% of range
Note des analystes
BUY
18 analysts
Objectif de cours
$92
+30% upside
P/E (TTM)
41.4
ROE
8.4%
Marge nette
5.4%
LPX Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$70.99
Capitalisation Boursière
$6.03B
P/E (TTM)
41.4
BPA (TTM)
$2.08
Revenus (TTM)
$2.71B
Rendement div.
1.3%
ROE
8.4%
Dette/Capitaux propres
0.2
Fourchette 52 semaines
$66 – $101
LPX Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$2.71B
2016-12-31
→
2025-12-31
BPA
$2.08
2016-12-31
→
2025-12-31
Flux de trésorerie libre
$91M
2016-12-31
→
2025-12-31
Marges
5.4%
2018-12-31
→
2025-12-31
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
LPX
Médiane des pairs
P/E (TTM)
41.4
24.4
P/S (TTM)
2.2
1.2
P/B
3.5
2.6
EV / EBITDA
17.2
—
Price / FCF (Cours / FCF)
66.3
—
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
LPX
Médiane des pairs
Gross Margin (Marge Brute)
21.8%
21.9%
Operating Margin (Marge d'exploitation)
7.7%
—
Net Profit Margin (Marge nette)
5.4%
4.6%
ROA
5.6%
5.2%
ROE
8.4%
11.1%
ROIC
7.5%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
LPX
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
0.2
—
Current Ratio (Ratio de liquidité)
2.8
2.1
Quick Ratio (Ratio de liquidité réduite)
1.4
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
LPX
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
-7.9%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
-11.1%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
2.5%
—
EPS YoY (BPA Année/Année)
-64.7%
—
Net Income YoY (Bénéfice net YoY)
-65.2%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
LPX
Médiane des pairs
Payout Ratio (Ratio de distribution)
53.4%
—
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
Rendement du Dividende
1.3%
Ratio de distribution
53.4%
CAGR des dividendes sur 5 ans
—
| Date ex-dividende | Montant |
|---|---|
| 14 août 2026 | $0,3000 |
| 14 mai 2026 | $0,3000 |
| 27 février 2026 | $0,3000 |
| 14 novembre 2025 | $0,2800 |
| 15 août 2025 | $0,2800 |
| 20 mai 2025 | $0,2800 |
| 27 février 2025 | $0,2800 |
| 20 novembre 2024 | $0,2600 |
| 20 août 2024 | $0,2600 |
| 21 mai 2024 | $0,2600 |
| 22 février 2024 | $0,2600 |
| 9 novembre 2023 | $0,2400 |
| 10 août 2023 | $0,2400 |
| 11 mai 2023 | $0,2400 |
| 9 mars 2023 | $0,2400 |
| 8 novembre 2022 | $0,2200 |
| 17 août 2022 | $0,2200 |
| 11 mai 2022 | $0,2200 |
| 25 février 2022 | $0,2200 |
| 5 novembre 2021 | $0,1800 |
LPX Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
18 analystes
- Achat fort 5 27,8%
- Achat 10 55,6%
- Conserver 3 16,7%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
13 analystes · 2026-08-17
Médiane
$92.00
← En dessous de tous les objectifs
$70.99
Bas
$74.00
Haut
$107.00
Objectif médian
$92.00
+29,6%
Objectif moyen
$92.23
+29,9%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.00%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.40 | $0.60 | -0.20% |
| 31 mars 2026 | $0.38 | $0.12 | 0.26% |
| 31 décembre 2025 | $0.03 | $0.01 | 0.02% |
| 30 septembre 2025 | $0.36 | $0.42 | -0.06% |
| 30 juin 2025 | $0.99 | $1.06 | -0.07% |
| 31 mars 2025 | $1.27 | $1.19 | 0.08% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 17
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B | $2.40B | $2.31B | $2.83B | $2.73B | $2.23B | $1.89B | $1.94B | |
| Cost of Revenue | $2.12B | $2.11B | $1.99B | $2.35B | $1.95B | $1.57B | $2.01B | $2.08B | $2.00B | $1.83B | $1.68B | $1.76B | |
| Gross Profit | $589M | $832M | $593M | $1.50B | $1.96B | $833M | $303M | $744M | $736M | $404M | · | · | |
| SG&A Expense | $329M | $291M | $257M | $264M | $223M | $195M | $230M | $209M | $191M | $185M | $153M | $150M | |
| Operating Expenses | · | · | · | · | · | · | · | · | $2.21B | $2.03B | $1.96B | $2.01B | |
| Operating Income | $209M | $530M | $287M | $1.25B | $1.73B | $615M | $-20M | $526M | $533M | $210M | $-63M | $-78M | |
| Interest Expense | $17M | $14M | $17M | $14M | $15M | $17M | $18M | $19M | $20M | $32M | $31M | $30M | |
| Interest Income | · | · | · | · | · | · | · | $18M | $10M | $8M | $5M | $6M | |
| Other Non-op | $-15M | $9M | $-43M | $-97M | $-22M | $4M | $6M | $-4M | $-14M | $-21M | $-5M | $-3M | |
| Pretax Income | $196M | $560M | $252M | $1.16B | $1.70B | $605M | $-23M | $521M | $510M | $170M | $-89M | $-101M | |
| Income Tax | $50M | $140M | $74M | $274M | $402M | $121M | $-13M | $122M | $119M | $20M | $-3M | $-27M | |
| Net Income | $146M | $420M | $178M | $1.09B | $1.38B | $499M | $-5M | $395M | $390M | $150M | $-88M | $-75M | |
| EPS (Basic) | $2.09 | $5.91 | $2.47 | $13.94 | $14.19 | $4.48 | $-0.04 | $2.76 | $2.70 | $1.04 | $-0.62 | $-0.53 | |
| EPS (Diluted) | $2.08 | $5.89 | $2.46 | $13.87 | $14.09 | $4.46 | $-0.04 | $2.73 | $2.66 | $1.03 | $-0.62 | $-0.53 | |
| Shares (Basic) | 70,000,000 | 71,000,000 | 72,000,000 | 78,000,000 | 97,000,000 | 111,000,000 | 123,000,000 | 143,000,000 | 144,000,000 | 143,400,000 | 142,400,000 | 141,100,000 | |
| Shares (Diluted) | 70,000,000 | 71,000,000 | 72,000,000 | 78,000,000 | 98,000,000 | 112,000,000 | 123,000,000 | 144,000,000 | 146,000,000 | 145,300,000 | 142,400,000 | 141,100,000 | |
| EBITDA | $354M | $656M | $406M | $1.37B | $1.94B | $742M | $103M | $526M | $523M | $204M | $-63M | $-78M |
Bilan 29
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $292M | $340M | $222M | $369M | $358M | $535M | $181M | $878M | $928M | $659M | $435M | $533M | |
| Receivables | $127M | $131M | $155M | $127M | $169M | $184M | $164M | $128M | $142M | $108M | $96M | $108M | |
| Inventory | $363M | $357M | $378M | $337M | $278M | $259M | $265M | $273M | $259M | $235M | $222M | $230M | |
| Prepaid Expense | $28M | $27M | $23M | $20M | $17M | $15M | $9M | $8M | $8M | $6M | $7M | $25M | |
| Current Assets | $809M | $855M | $778M | $854M | $890M | $993M | $619M | $1.29B | $1.36B | $1.01B | $769M | $950M | |
| PP&E (Net) | $1.71B | $1.58B | $1.54B | $1.33B | $1.04B | $918M | $965M | $1.01B | $926M | $891M | $862M | $851M | |
| PP&E (Gross) | $3.65B | $3.42B | $3.29B | $3.00B | $2.64B | $2.56B | $2.53B | $2.60B | $2.59B | $2.47B | $2.39B | $2.32B | |
| Accum. Depreciation | $1.94B | $1.84B | $1.75B | $1.67B | $1.60B | $1.64B | $1.56B | $1.59B | $1.66B | $1.58B | $1.53B | $1.46B | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $25M | $30M | $16M | $16M | $10M | $10M | $10M | |
| Intangibles | · | $30M | $32M | $45M | $49M | $55M | $61M | $51M | $55M | · | · | · | |
| Other Non-current Assets | $25M | $20M | $20M | $24M | $25M | $24M | $69M | $62M | $57M | $22M | $23M | $23M | |
| Total Assets | $2.63B | $2.56B | $2.44B | $2.35B | $2.19B | $2.09B | $1.83B | $2.51B | $2.45B | $2.03B | $2.18B | $2.35B | |
| Accounts Payable | $285M | $287M | $254M | $317M | $304M | $268M | $242M | $234M | $237M | $192M | $140M | $168M | |
| Accrued Liabilities | · | · | · | · | $45M | $44M | $34M | $30M | $24M | $19M | $14M | $16M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Current Liabilities | $291M | $299M | $259M | $336M | $351M | $286M | $244M | $262M | $270M | $229M | $143M | $173M | |
| Capital Leases | $22M | $24M | $25M | $41M | $44M | $32M | $36M | $0 | · | · | · | · | |
| Deferred Tax | $177M | $145M | $162M | $113M | $86M | $78M | $73M | $62M | $33M | $28M | $100M | $140M | |
| Other Non-current Liabilities | $33M | $43M | $61M | $53M | $63M | $86M | $125M | $134M | $178M | $192M | $150M | $154M | |
| Total Liabilities | $896M | $885M | $880M | $916M | $955M | $842M | $834M | $814M | · | · | · | · | |
| Long-term Debt | $348M | $348M | $347M | $346M | $346M | $348M | $348M | $352M | $376M | $377M | $754M | $762M | |
| Total Debt | $348M | $348M | $347M | $346M | $346M | $348M | $348M | $352M | $376M | $377M | $754M | $762M | |
| Common Stock | $85M | $86M | $88M | $88M | $102M | $124M | $130M | $153M | $153M | $153M | $153M | $153M | |
| Retained Earnings | $1.62B | $1.61B | $1.48B | $1.37B | $1.24B | $1.21B | $966M | $1.61B | $1.28B | $890M | $724M | $812M | |
| Treasury Stock | $385M | $386M | $386M | $388M | $390M | $397M | $406M | $378M | $178M | $189M | $211M | $225M | |
| AOCI | $-98M | $-122M | $-89M | $-99M | $-174M | $-151M | $-153M | $-146M | $-122M | $-137M | $-146M | $-131M | |
| Stockholders' Equity | $1.73B | $1.67B | $1.56B | $1.43B | $1.24B | $1.23B | $991M | $1.70B | $1.60B | $1.20B | $1.02B | $1.12B | |
| Liabilities + Equity | $2.63B | $2.56B | $2.44B | $2.35B | $2.19B | $2.09B | $1.83B | $2.51B | $2.45B | $2.03B | $2.18B | $2.35B | |
| Shares Outstanding | 70,000,000 | 86,000,000 | 88,000,000 | 88,000,000 | 102,000,000 | 124,000,000 | 130,000,000 | 153,000,000 | 153,000,000 | 153,000,000 | 153,000,000 | 152,800,000 |
Flux de trésorerie 20
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $145M | $126M | $119M | $132M | $114M | $102M | $118M | $116M | $123M | $3M | $0 | $0 | |
| Stock-based Comp | $30M | $20M | $13M | · | · | · | · | $9M | $10M | $13M | $9M | $9M | |
| Deferred Tax | $24M | $-4M | $44M | $1M | $7M | $2M | $10M | $27M | $1M | $-55M | $-2M | $-24M | |
| Amort. of Intangibles | · | $3M | $4M | $5M | $5M | $5M | $5M | $4M | $3M | $3M | $3M | $-3M | |
| Restructuring | $6M | $2M | $8M | $0 | $0 | $-8M | · | · | · | · | · | · | |
| Other Non-cash | $37M | $63M | $-25M | $-67M | $-14M | $52M | $31M | · | · | · | $110M | $37M | |
| Operating Cash Flow | $382M | $605M | $316M | $1.14B | $1.48B | $659M | $159M | $511M | $474M | $342M | $29M | $-53M | |
| CapEx | $291M | $183M | $300M | $414M | $254M | $71M | $163M | $214M | $149M | $125M | $114M | $80M | |
| Investing Cash Flow | $-291M | $-183M | $-376M | $-146M | $-247M | $-49M | $-137M | $-238M | $-199M | $285M | $-116M | $-64M | |
| Debt Issued | · | · | · | · | · | · | · | $0 | $0 | $350M | $0 | $0 | |
| Net Debt Issued | $0 | $0 | $-80M | $0 | $-359M | $-350M | $-5M | $-25M | $-3M | $-392M | $-2M | $-2M | |
| Stock Issued | · | · | · | · | · | · | · | · | $-400.0K | $-100.0K | $700.0K | $0 | |
| Stock Repurchased | $61M | $212M | $0 | $900M | $1.30B | $200M | $638M | $212M | $0 | $0 | · | · | |
| Net Stock Activity | $-61M | $-212M | $0 | $-900M | $-1.30B | $-200M | $-638M | $-212M | $-400.0K | $-100.0K | $700.0K | $-100.0K | |
| Dividends Paid | $78M | $74M | $69M | $69M | $66M | $65M | $65M | $74M | $0 | $0 | · | · | |
| Financing Cash Flow | $-141M | $-292M | $-77M | $-982M | $-1.39B | $-272M | $-717M | $-317M | $-9M | $-407M | $-4M | $-4M | |
| Net Change in Cash | $-48M | $118M | $-161M | $12M | $-164M | $340M | $-697M | $-49M | $269M | $224M | $-98M | $-124M | |
| Taxes Paid | $42M | $124M | $65M | $320M | $421M | $70M | $20M | $90M | $-143M | · | · | · | |
| Free Cash Flow | $91M | $422M | $16M | $732M | $1.23B | $582M | $-4M | $296M | $325M | $218M | $-85M | $-133M | |
| Levered FCF | $78M | $412M | $4M | $721M | $1.22B | $568M | $-12M | $284M | $310M | $189M | $-115M | $-155M |
Rentabilité 8
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.8% | 28.3% | 23.0% | 38.9% | 45.5% | 31.1% | 13.1% | 26.3% | · | · | · | · | |
| Operating Margin | 7.7% | 18.0% | 11.1% | 32.4% | 40.1% | 22.8% | -0.87% | 18.6% | 19.1% | 9.1% | -3.3% | -4.0% | |
| Net Margin | 5.4% | 14.3% | 6.9% | 28.2% | 30.2% | 17.9% | -0.22% | 14.0% | 14.3% | 6.7% | -4.7% | -3.9% | |
| Pretax Margin | 7.2% | 19.0% | 9.8% | 30.1% | 39.5% | 22.3% | -1.0% | 18.4% | 18.7% | 7.6% | -4.7% | -5.2% | |
| EBITDA Margin | 13.1% | 22.3% | 15.7% | 35.6% | 42.6% | 26.6% | 4.5% | 18.6% | 19.1% | 9.1% | -3.3% | -4.0% | |
| ROA | 5.6% | 16.8% | 7.4% | 47.8% | 64.3% | 25.4% | -0.23% | 15.9% | 17.4% | 7.1% | -3.9% | -3.1% | |
| ROE | 8.4% | 25.2% | 11.6% | 75.3% | 105.8% | 42.0% | -0.45% | 22.5% | 27.8% | 13.5% | -8.3% | -6.4% | |
| ROIC | 7.5% | 19.7% | 10.7% | 53.6% | 88.0% | 32.1% | -0.65% | 19.6% | 20.3% | 11.5% | -3.5% | -3.0% |
Liquidité et Solvabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 2.9 | 3.0 | 2.5 | 2.5 | 3.5 | 2.5 | 4.9 | 5.0 | 4.4 | 5.4 | 5.5 | |
| Quick Ratio | 1.4 | 1.6 | 1.5 | 1.5 | 1.6 | 2.5 | 1.4 | 3.8 | 4.0 | 3.4 | 3.7 | 3.7 | |
| Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.2 | 0.2 | 0.3 | 0.7 | 0.7 | |
| LT Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.2 | 0.2 | 0.3 | 0.7 | 0.7 | |
| Interest Coverage | 12.3 | 37.9 | 16.9 | 89.3 | 121.6 | 37.4 | -1.1 | 33.3 | 27.1 | 6.4 | -2.0 | -2.6 |
Efficacité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.2 | 1.1 | 1.7 | 2.1 | 1.4 | 1.1 | 1.1 | 1.2 | 1.1 | 0.8 | 0.8 | |
| Inventory Turnover | 5.9 | 5.7 | 5.6 | 7.7 | 8.5 | 7.3 | 7.5 | 7.8 | 7.6 | 7.6 | 7.4 | 7.7 | |
| Receivables Turnover | 21.0 | 20.6 | 18.3 | 26.0 | 24.3 | 16.0 | 15.8 | 20.9 | 21.8 | 21.8 | 18.5 | 20.7 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -7.9% | 14.0% | -33.0% | -1.6% | 63.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -11.1% | -9.1% | 2.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -64.7% | 139.4% | -82.3% | -1.6% | 215.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -46.9% | -25.2% | -18.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -14.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -65.2% | 136.0% | -83.6% | -21.1% | 176.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -48.8% | -32.7% | -29.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -21.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.7% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 17
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B | $2.40B | $2.31B | $2.83B | $2.73B | $2.23B | $1.89B | $1.94B | |
| Net Income TTM | $146M | $420M | $178M | $1.09B | $1.38B | $499M | $-5M | $395M | $390M | $150M | $-88M | $-75M | |
| Market Cap | $5.65B | $7.25B | $5.11B | $4.25B | $6.71B | $4.16B | $3.32B | $0 | $3.80B | $2.90B | $2.76B | $2.53B | |
| Enterprise Value | $5.71B | $7.26B | $5.24B | $4.22B | $6.70B | $3.97B | $3.49B | $-526M | $3.25B | $2.62B | $3.07B | $2.76B | |
| P/E | 38.8 | 17.6 | 28.8 | 4.3 | 5.6 | 8.3 | -741.8 | 8.1 | 9.9 | 18.4 | -29.0 | -31.2 | |
| P/S | 2.1 | 2.5 | 2.0 | 1.1 | 1.7 | 1.7 | 1.4 | 0.0 | 1.4 | 1.3 | 1.5 | 1.3 | |
| P/B | 3.3 | 4.3 | 3.3 | 3.0 | 5.4 | 3.4 | 3.4 | · | 2.4 | 2.4 | 2.7 | 2.3 | |
| P / Tangible Book | 3.3 | 4.5 | 3.4 | 3.1 | 5.7 | 3.6 | · | · | · | · | · | · | |
| P / Cash Flow | 14.8 | 12.0 | 16.2 | 3.7 | 4.5 | 6.3 | 20.9 | 0.0 | 8.0 | 8.5 | 94.4 | -47.8 | |
| P / FCF | 62.1 | 17.2 | 319.4 | 5.8 | 5.5 | 7.1 | -830.4 | 0.0 | 11.7 | 13.4 | -32.6 | -19.0 | |
| EV / EBITDA | 16.1 | 11.1 | 12.9 | 3.1 | 3.5 | 5.4 | 33.9 | -1.0 | 6.2 | 12.9 | -48.6 | -35.6 | |
| EV / FCF | 62.7 | 17.2 | 327.2 | 5.8 | 5.4 | 6.8 | -872.1 | -1.8 | 10.0 | 12.1 | -36.3 | -20.7 | |
| EV / Revenue | 2.1 | 2.5 | 2.0 | 1.1 | 1.7 | 1.7 | 1.5 | -0.2 | 1.2 | 1.2 | 1.6 | 1.4 | |
| Dividend Yield | 1.4% | 1.0% | 1.4% | 1.6% | 0.98% | 1.6% | 2.0% | · | 0.00% | 0.00% | · | · | |
| Earnings Yield | 2.6% | 5.7% | 3.5% | 23.4% | 18.0% | 12.0% | -0.13% | 12.3% | 10.1% | 5.4% | -3.4% | -3.2% | |
| Payout Ratio | 53.4% | 17.6% | 38.8% | 6.3% | 4.8% | 13.0% | -1300.0% | 18.9% | · | · | · | · | |
| Annual Payout | $78M | $74M | $69M | $69M | $66M | $65M | $65M | $74M | $0 | $0 | · | · |
Compte de résultat 15
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $664M | $574M | $566M | $663M | $755M | $724M | $681M | $722M | $814M | $724M | $658M | $728M | $611M | $584M | $705M | $852M | |
| Cost of Revenue | $549M | $459M | $482M | $534M | $577M | $526M | $518M | $530M | $551M | $511M | $499M | $514M | $492M | $483M | $577M | $620M | |
| Gross Profit | $116M | $115M | $85M | $129M | $178M | $197M | $162M | $193M | $263M | $214M | $159M | $214M | $119M | $101M | $128M | $232M | |
| SG&A Expense | $80M | $78M | $80M | $95M | $79M | $75M | $76M | $75M | $71M | $69M | $67M | $58M | $66M | $66M | $68M | $67M | |
| Operating Income | $31M | $34M | $-9M | $18M | $80M | $120M | $75M | $116M | $194M | $145M | $88M | $161M | $8M | $30M | $60M | $172M | |
| Interest Expense | $4M | $4M | $6M | $4M | $4M | $3M | $2M | $4M | $4M | $4M | $7M | $4M | $3M | $3M | $5M | $3M | |
| Other Non-op | $1M | $3M | $-2M | $-1M | $-7M | $-5M | $7M | $-4M | $5M | $1M | $-27M | $0 | $-8M | $-8M | $-86M | $-3M | |
| Pretax Income | $34M | $36M | $-11M | $18M | $73M | $116M | $98M | $113M | $201M | $148M | $70M | $160M | $-1M | $23M | $-20M | $172M | |
| Income Tax | $8M | $9M | $-4M | $9M | $19M | $26M | $23M | $23M | $53M | $41M | $8M | $44M | $21M | $1M | $-10M | $44M | |
| Net Income | $26M | $27M | $-8M | $9M | $54M | $91M | $62M | $90M | $160M | $108M | $59M | $118M | $-20M | $21M | $197M | $21M | |
| EPS (Basic) | $0.38 | $0.39 | $-0.11 | $0.13 | $0.77 | $1.30 | $0.91 | $1.28 | $2.23 | $1.49 | $0.83 | $1.63 | $-0.28 | $0.29 | $0.47 | $3.07 | |
| EPS (Diluted) | $0.38 | $0.39 | $-0.12 | $0.13 | $0.77 | $1.30 | $0.90 | $1.28 | $2.23 | $1.48 | $0.82 | $1.63 | $-0.28 | $0.29 | $0.49 | $3.05 | |
| Shares (Basic) | 70,000,000 | 70,000,000 | -140,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | -143,000,000 | 70,000,000 | 72,000,000 | 72,000,000 | -144,000,000 | 72,000,000 | 72,000,000 | 72,000,000 | -163,000,000 | 74,000,000 | |
| Shares (Diluted) | 70,000,000 | 70,000,000 | -140,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | -144,000,000 | 71,000,000 | 72,000,000 | 72,000,000 | -144,000,000 | 72,000,000 | 72,000,000 | 72,000,000 | -163,000,000 | 74,000,000 | |
| EBITDA | $31M | $72M | · | · | $116M | $155M | · | $116M | $194M | $176M | · | $161M | $8M | $58M | · | $172M |
Bilan 26
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $228M | $164M | $292M | $316M | $333M | $256M | $340M | $346M | $317M | $244M | · | $160M | $71M | $126M | · | $469M | |
| Receivables | $143M | $155M | $127M | $158M | $168M | $159M | $131M | $136M | $161M | $180M | · | $181M | $172M | $148M | · | $171M | |
| Inventory | $373M | $416M | $363M | $357M | $370M | $399M | $357M | $372M | $373M | $398M | · | $379M | $407M | $415M | · | $337M | |
| Prepaid Expense | $28M | $26M | $28M | $31M | $24M | $25M | $27M | $30M | $32M | $19M | · | $25M | $21M | $23M | · | $24M | |
| Current Assets | $773M | $760M | $809M | $862M | $895M | $839M | $855M | $885M | $883M | $842M | · | $745M | $671M | $713M | · | $1.00B | |
| PP&E (Net) | $1.73B | $1.72B | $1.71B | $1.67B | $1.64B | $1.61B | $1.58B | $1.57B | $1.54B | $1.53B | · | $1.51B | $1.50B | $1.40B | · | $1.22B | |
| PP&E (Gross) | $3.73B | $3.69B | $3.65B | $3.60B | · | · | $3.42B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $2.00B | $1.98B | $1.94B | $1.93B | · | · | $1.84B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $45M | · | |
| Other Non-current Assets | $26M | $25M | $25M | $23M | $23M | $22M | $20M | $21M | $20M | $20M | · | $19M | $24M | $24M | · | $23M | |
| Total Assets | $2.61B | $2.58B | $2.63B | $2.65B | $2.66B | $2.57B | $2.56B | $2.58B | $2.53B | $2.49B | · | $2.38B | $2.30B | $2.26B | · | $2.38B | |
| Accounts Payable | $240M | $233M | $285M | $280M | $290M | $265M | $287M | $282M | $258M | $242M | · | $264M | $262M | $227M | · | $342M | |
| Current Liabilities | $240M | $233M | $291M | $294M | $315M | $277M | $299M | $303M | $261M | $254M | · | $266M | $267M | $229M | · | $430M | |
| Capital Leases | $20M | $21M | $22M | $22M | $22M | $23M | $24M | $25M | $23M | $24M | · | $35M | $33M | $35M | · | $40M | |
| Deferred Tax | $195M | $189M | $177M | $166M | $148M | $149M | $145M | $153M | $158M | $162M | · | $152M | $127M | $115M | · | $107M | |
| Other Non-current Liabilities | $33M | $33M | $33M | $55M | $55M | $55M | $43M | $56M | $57M | $57M | · | $53M | $54M | $56M | · | $69M | |
| Total Liabilities | $863M | $850M | $896M | $910M | $914M | $878M | $885M | $910M | $871M | $869M | · | $878M | $883M | $808M | · | $1.02B | |
| Long-term Debt | · | · | $348M | · | · | · | $348M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $85M | $85M | $85M | $85M | $85M | $85M | $86M | $86M | $87M | $88M | · | $88M | $88M | $88M | · | $88M | |
| Retained Earnings | $1.63B | $1.63B | $1.62B | $1.65B | $1.66B | $1.62B | $1.61B | $1.59B | $1.59B | $1.55B | · | $1.44B | $1.34B | $1.38B | · | $1.40B | |
| Treasury Stock | $386M | $388M | $385M | $386M | $386M | $388M | $386M | $386M | $385M | $386M | · | $387M | $387M | $388M | · | $390M | |
| AOCI | $-103M | $-103M | $-98M | $-108M | $-104M | $-110M | $-122M | $-100M | $-109M | $-104M | · | $-98M | $-78M | $-80M | $-99M | $-190M | |
| Stockholders' Equity | $1.74B | $1.73B | $1.73B | $1.74B | $1.74B | $1.69B | $1.67B | $1.67B | $1.66B | $1.62B | $1.56B | $1.50B | $1.42B | $1.45B | · | $1.36B | |
| Liabilities + Equity | $2.61B | $2.58B | $2.63B | $2.65B | $2.66B | $2.57B | $2.56B | $2.58B | $2.53B | $2.49B | · | $2.38B | $2.30B | $2.26B | · | $2.38B | |
| Shares Outstanding | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 86,000,000 | 70,000,000 | 71,000,000 | 72,000,000 | 88,000,000 | 72,114,051 | 72,103,762 | 72,031,465 | 88,000,000 | 71,690,061 |
Flux de trésorerie 17
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $38M | $38M | $36M | $36M | $35M | $33M | $31M | $31M | $31M | $32M | $30M | $29M | $28M | $33M | $34M | |
| Deferred Tax | $3M | $14M | $8M | $20M | $-4M | $0 | $-3M | $-5M | $-5M | $9M | $0 | $34M | $12M | $-2M | $-26M | $0 | |
| Amort. of Intangibles | $1M | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | $1M | $2M | $1M | $1M | $3M | $1M | $-2M | $1M | $1M | $2M | $7M | $2M | $1M | $-2M | · | $4M | |
| Other Non-cash | · | $-117M | · | · | · | $-62M | · | · | · | $-43M | · | · | · | $-166M | · | · | |
| Operating Cash Flow | $140M | $-38M | $67M | $89M | $162M | $64M | $105M | $183M | $212M | $105M | $159M | $187M | $89M | $-119M | $41M | $195M | |
| CapEx | $59M | $61M | $75M | $84M | $68M | $64M | $62M | $44M | $36M | $41M | $64M | $48M | $74M | $114M | $132M | $86M | |
| Investing Cash Flow | $-59M | $-61M | $-75M | $-84M | $-68M | $-64M | $-61M | $-61M | $-20M | $-41M | $-64M | $-41M | $-158M | $-113M | $-132M | $121M | |
| Debt Issued | · | · | · | · | · | · | · | $0 | · | · | · | $10M | · | · | · | $0 | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $61M | $24M | $74M | $102M | $13M | $0 | $0 | $0 | $0 | $0 | $325M | |
| Net Stock Activity | · | $0 | · | · | · | $-61M | · | $-74M | · | $-13M | · | $0 | · | $0 | · | $-325M | |
| Dividends Paid | $21M | $21M | $20M | $19M | $19M | $20M | $18M | $18M | $19M | $19M | $18M | $17M | $17M | $17M | $15M | $17M | |
| Financing Cash Flow | $-18M | $-29M | $-17M | $-19M | $-18M | $-87M | $-40M | $-95M | $-118M | $-39M | $-16M | $-47M | $13M | $-27M | $-14M | $-342M | |
| Net Change in Cash | $65M | $-128M | $-25M | $-16M | $77M | $-84M | $-6M | $29M | $73M | $22M | $62M | $90M | $-56M | $-257M | $-99M | $-34M | |
| Taxes Paid | $-2M | $11M | $11M | $3M | $13M | $15M | $44M | $11M | $59M | $10M | $16M | $4M | $12M | $33M | $78M | $71M | |
| Free Cash Flow | · | $-99M | · | · | · | $0 | · | · | · | $64M | · | · | · | $-233M | · | · | |
| Levered FCF | · | $-102M | · | · | · | $-2M | · | · | · | $61M | · | · | · | $-236M | · | · |
Rentabilité 8
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 17.5% | 20.0% | · | · | 23.6% | 27.2% | · | 26.7% | 32.3% | 29.6% | · | 29.4% | 19.5% | 17.3% | · | 27.2% | |
| Operating Margin | 4.7% | 5.9% | · | · | 10.6% | 16.6% | · | 16.1% | 23.8% | 20.0% | · | 22.1% | 1.3% | 5.1% | · | 20.2% | |
| Net Margin | 3.9% | 4.7% | · | · | 7.1% | 12.6% | · | 12.5% | 19.7% | 14.9% | · | 16.2% | -3.3% | 3.6% | · | 26.5% | |
| Pretax Margin | 5.1% | 6.3% | · | · | 9.7% | 16.0% | · | 15.7% | 24.7% | 20.4% | · | 22.0% | -0.16% | 3.9% | · | 20.2% | |
| EBITDA Margin | 4.7% | 12.5% | · | · | 15.4% | 21.4% | · | 16.1% | 23.8% | 24.3% | · | 22.1% | 1.3% | 9.9% | · | 20.2% | |
| ROA | 0.99% | 1.1% | · | · | 2.1% | 3.6% | · | 3.6% | 6.6% | 4.5% | · | 5.0% | -0.82% | 0.85% | · | 9.4% | |
| ROE | 1.5% | 1.6% | · | · | 3.2% | 5.5% | · | 5.7% | 10.4% | 7.0% | · | 8.2% | -1.4% | 1.4% | · | 16.6% | |
| ROIC | 1.4% | 1.5% | · | · | 3.4% | 5.5% | · | 5.5% | 8.6% | 6.5% | · | 7.8% | 12.4% | 2.0% | · | 9.4% |
Liquidité et Solvabilité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 3.3 | · | · | 2.8 | 3.0 | · | 2.9 | 3.4 | 3.3 | · | 2.8 | 2.5 | 3.1 | · | 2.3 | |
| Quick Ratio | 1.5 | 1.4 | · | · | 1.6 | 1.5 | · | 1.6 | 1.8 | 1.7 | · | 1.3 | 0.9 | 1.2 | · | 1.5 | |
| Interest Coverage | 7.8 | 8.5 | · | · | 20.0 | 40.0 | · | 29.0 | 48.5 | 36.2 | · | 40.2 | 2.7 | 10.0 | · | 57.3 |
Efficacité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | · | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.4 | |
| Inventory Turnover | 1.5 | 1.1 | · | · | 1.6 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.2 | · | 1.9 | |
| Receivables Turnover | 4.3 | 3.7 | · | · | 4.6 | 4.3 | · | 4.6 | 4.9 | 4.4 | · | 4.1 | 3.1 | 2.5 | · | 4.1 |
Valorisation (TTM) 13
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.66B | $2.72B | · | $2.86B | $3.02B | $2.98B | · | $2.99B | $2.88B | $2.65B | · | $2.77B | $3.18B | $3.73B | · | $4.17B | |
| Net Income TTM | $116M | $181M | · | $244M | $395M | $449M | · | $476M | $366M | $227M | · | $140M | $406M | $910M | · | $1.25B | |
| Market Cap | $5.51B | $5.09B | · | · | $6.02B | $6.44B | · | $7.52B | $5.85B | $6.04B | · | $3.99B | $5.41B | $3.90B | · | $3.67B | |
| P/E | 47.1 | 28.1 | · | 25.5 | 15.4 | 14.6 | · | 16.2 | 16.3 | 26.9 | · | 11.8 | 9.6 | 4.0 | · | 3.0 | |
| P/S | 2.1 | 1.9 | · | · | 2.0 | 2.2 | · | 2.5 | 2.0 | 2.3 | · | 1.4 | 1.7 | 1.0 | · | 0.9 | |
| P/B | 3.2 | 2.9 | · | · | 3.5 | 3.8 | · | 4.5 | 3.5 | 3.7 | · | 2.7 | 3.8 | 2.7 | · | 2.7 | |
| P / Tangible Book | 3.2 | 3.0 | · | 3.6 | 3.5 | 3.8 | · | 4.6 | 3.6 | 3.8 | · | 2.7 | 3.9 | 2.7 | · | 2.7 | |
| P / Cash Flow | · | -134.0 | · | · | · | 100.6 | · | · | · | 57.5 | · | · | · | -32.8 | · | · | |
| P / FCF | · | -51.4 | · | · | · | · | · | · | · | 94.4 | · | · | · | -16.8 | · | · | |
| Dividend Yield | 1.5% | 1.6% | · | · | 1.3% | 1.2% | · | 0.97% | 1.2% | 1.2% | · | 1.7% | 1.3% | 1.8% | · | 1.9% | |
| Earnings Yield | 2.1% | 3.6% | · | 3.9% | 6.5% | 6.8% | · | 6.2% | 6.2% | 3.7% | · | 8.5% | 10.4% | 25.2% | · | 33.7% | |
| Payout Ratio | 80.8% | 77.8% | · | · | 35.2% | 22.0% | · | 20.0% | 11.9% | · | · | 14.4% | -85.0% | 81.0% | · | 7.1% | |
| Annual Payout | $80M | $79M | · | $76M | $76M | $76M | · | $73M | $72M | $70M | · | $68M | $69M | $71M | · | $71M |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B |
| Marge Brute % | 21.8% | 28.3% | 23.0% | 38.9% | 45.5% |
| Marge d'exploitation % | 7.7% | 18.0% | 11.1% | 32.4% | 40.1% |
| Résultat net | $146M | $420M | $178M | $1.09B | $1.38B |
| BPA dilué | $2.08 | $5.89 | $2.46 | $13.87 | $14.09 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
| Ratio de liquidité | 2.8 | 2.9 | 3.0 | 2.5 | 2.5 |
| Ratio de liquidité réduite | 1.4 | 1.6 | 1.5 | 1.5 | 1.6 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $91M | $422M | $16M | $732M | $1.23B |
Dernières actualités Actualités récentes mentionnant cette entreprise
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
📊
Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.
Votre sélection est enregistrée et vous suit sur tous les tickers.
Détenteurs institutionnels (13F) 465 déclarants · $4.0B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 68 (+5 vs T. préc.) | 47 (-6 vs T. préc.) | 154 (+11 vs T. préc.) | 110 (-17 vs T. préc.) | +10.3M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| 59 North Capital Management, LP | $331 084 188 | 4 209 054 | 8,34% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $229 829 653 | 2 921 811 | 5,79% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $223 704 084 | 2 843 937 | 5,63% | Actions |
| FMR LLC | $220 634 064 | 2 804 908 | 5,55% | Actions |
| EMINENCE CAPITAL, LP | $184 303 759 | 2 533 385 | 4,64% | Actions |
| STATE STREET CORP | $181 185 930 | 2 301 635 | 4,56% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $145 736 317 | 1 852 737 | 3,67% | Actions |
| Capital World Investors | $139 417 692 | 1 772 409 | 3,51% | Actions |
| CITADEL ADVISORS LLC | $137 767 877 | 1 751 435 | 3,47% | Actions |
| FIDUCIARY MANAGEMENT INC /WI/ | $137 743 099 | 1 751 120 | 3,47% | Actions |
| Avantyr Capital Partners, LP | $121 725 563 | 1 547 490 | 3,06% | Actions |
| Maple Rock Capital Partners Inc. | $119 709 429 | 1 521 859 | 3,01% | Actions |
| Berkshire Hathaway Inc | $103 822 075 | 1 319 884 | 2,61% | Actions |
| Point72 Asset Management, L.P. | $95 706 723 | 1 216 714 | 2,41% | Actions |
| Channing Capital Management, LLC | $90 601 689 | 1 151 814 | 2,28% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $72 865 903 | 926 021 | 1,83% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $70 077 000 | 890 879 | 1,76% | Actions |
| Holocene Advisors, LP | $61 937 041 | 787 402 | 1,56% | Actions |
| NORGES BANK | $61 669 204 | 783 997 | 1,55% | Actions |
| DEPRINCE RACE & ZOLLO INC | $56 596 299 | 777 956 | 1,42% | Actions |
| AMERICAN CENTURY COMPANIES INC | $51 090 929 | 649 516 | 1,29% | Actions |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $45 441 725 | 577 698 | 1,14% | Actions |
| FERNBRIDGE CAPITAL MANAGEMENT LP | $44 140 452 | 561 155 | 1,11% | Actions |
| VAN ECK ASSOCIATES CORP | $36 576 507 | 464 995 | 0,92% | Actions |
| AMERIPRISE FINANCIAL INC | $34 226 775 | 435 123 | 0,86% | Actions |
| Balyasny Asset Management L.P. | $34 128 529 | 433 874 | 0,86% | Actions |
| SEGALL BRYANT & HAMILL, LLC | $33 224 489 | 422 381 | 0,84% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $31 652 863 | 402 401 | 0,80% | Actions |
| Hosking Partners LLP | $31 452 201 | 399 850 | 0,79% | Actions |
| Pictet Asset Management Holding SA | $28 740 791 | 365 380 | 0,72% | Actions |
| SG Capital Management LLC | $25 875 600 | 328 955 | 0,65% | Actions |
| Boston Partners | $25 318 080 | 321 909 | 0,64% | Actions |
| Capital Research Global Investors | $25 313 103 | 321 804 | 0,64% | Actions |
| Crow's Nest Holdings LP | $25 171 200 | 320 000 | 0,63% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $22 966 596 | 291 973 | 0,58% | Actions |
| Parsifal Capital Management, LP | $18 465 986 | 234 757 | 0,46% | Actions |
| Verition Fund Management LLC | $18 195 159 | 231 314 | 0,46% | Actions |
| D. E. Shaw & Co., Inc. | $17 223 315 | 218 959 | 0,43% | Actions |
| Pembroke Management, LTD | $17 089 436 | 217 257 | 0,43% | Actions |
| Longaeva Partners L.P. | $16 794 775 | 213 511 | 0,42% | Actions |
| PATTEN & PATTEN INC/TN | $15 464 005 | 196 593 | 0,39% | Actions |
| TWO SIGMA ADVISERS, LP | $15 094 044 | 186 900 | 0,38% | Actions |
| GOLDMAN SACHS GROUP INC | $15 069 840 | 191 582 | 0,38% | Actions |
| BANK OF AMERICA CORP /DE/ | $15 045 262 | 191 270 | 0,38% | Actions |
| RHUMBLINE ADVISERS | $14 602 789 | 185 645 | 0,37% | Actions |
| ROYCE & ASSOCIATES LP | $14 327 998 | 182 151 | 0,36% | Actions |
| Gotham Asset Management, LLC | $13 775 490 | 175 127 | 0,35% | Actions |
| MILLENNIUM MANAGEMENT LLC | $13 201 665 | 167 832 | 0,33% | Actions |
| Leith Wheeler Investment Counsel Ltd. | $12 957 430 | 164 727 | 0,33% | Actions |
| KLCM Advisors, Inc. | $12 894 341 | 163 925 | 0,32% | Actions |
| LITTLEJOHN & CO LLC | $12 632 796 | 160 600 | 0,32% | Actions |
| Bridgewater Associates, LP | $10 719 077 | 136 271 | 0,27% | Actions |
| Kinetic Partners Management, LP | $10 492 851 | 133 395 | 0,26% | Actions |
| Waratah Capital Advisors Ltd. | $10 284 244 | 130 743 | 0,26% | Actions |
| Strong Tower Advisory Services | $10 278 434 | 130 669 | 0,26% | Actions |
| Swiss National Bank | $9 926 892 | 126 200 | 0,25% | Actions |
| Interval Partners, LP | $9 283 925 | 118 026 | 0,23% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 788 131 | 111 723 | 0,22% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 526 744 | 108 400 | 0,21% | Option d'achat |
| Parcion Private Wealth LLC | $8 065 324 | 102 534 | 0,20% | Actions |
| CRAMER ROSENTHAL MCGLYNN LLC | $7 753 123 | 98 565 | 0,20% | Actions |
| Long Pond Capital, LP | $7 394 040 | 94 000 | 0,19% | Actions |
| California Public Employees Retirement System | $6 610 744 | 84 042 | 0,17% | Actions |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $6 457 145 | 88 758 | 0,16% | Actions |
| BlackRock, Inc. | $6 422 904 | 81 654 | 0,16% | Actions |
| TWO SIGMA INVESTMENTS, LP | $6 388 608 | 81 218 | 0,16% | Actions |
| ROBOTTI ROBERT | $6 241 750 | 79 351 | 0,16% | Actions |
| BARCLAYS PLC | $5 895 254 | 74 946 | 0,15% | Actions |
| ALLIANCEBERNSTEIN L.P. | $5 679 956 | 78 075 | 0,14% | Actions |
| Hudson Bay Capital Management LP | $5 667 060 | 72 045 | 0,14% | Actions |
| FIRST TRUST ADVISORS LP | $5 599 853 | 71 193 | 0,14% | Actions |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $5 506 200 | 70 000 | 0,14% | Actions |
| JANE STREET GROUP, LLC | $5 466 870 | 69 500 | 0,14% | Option de vente |
| 12th Street Asset Management Company, LLC | $5 394 975 | 68 586 | 0,14% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 293 945 | 72 769 | 0,13% | Actions |
| Retirement Systems of Alabama | $5 172 446 | 65 757 | 0,13% | Actions |
| Granite Investment Partners, LLC | $5 118 406 | 65 070 | 0,13% | Actions |
| ELWOOD CAPITAL PARTNERS LP | $4 984 999 | 63 374 | 0,13% | Actions |
| Rafferty Asset Management, LLC | $4 810 374 | 61 154 | 0,12% | Actions |
| Masterton Capital Management, LP | $4 774 662 | 60 700 | 0,12% | Actions |
| Skye Global Management LP | $4 719 600 | 60 000 | 0,12% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $4 639 603 | 58 983 | 0,12% | Actions |
| CAPSTONE INVESTMENT ADVISORS, LLC | $4 584 698 | 58 285 | 0,12% | Actions |
| VANGUARD GROUP INC | $4 417 410 | 54 698 | 0,11% | Actions |
| Ceredex Value Advisors LLC | $4 416 759 | 56 150 | 0,11% | Actions |
| BCGM Wealth Management, LLC | $4 113 714 | 52 297 | 0,10% | Actions |
| JANUS HENDERSON GROUP PLC | $3 896 035 | 53 528 | 0,10% | Actions |
| Pullen Investment Management, LLC | $3 887 692 | 49 424 | 0,10% | Actions |
| JANE STREET GROUP, LLC | $3 862 206 | 49 100 | 0,10% | Option d'achat |
| GCM Grosvenor Holdings, LLC | $3 618 989 | 46 008 | 0,09% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3 577 299 | 45 478 | 0,09% | Actions |
| Sagefield Capital LP | $3 528 373 | 44 856 | 0,09% | Actions |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3 509 809 | 44 620 | 0,09% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3 334 351 | 45 833 | 0,08% | Actions |
| Composition Wealth, LLC | $3 286 534 | 41 782 | 0,08% | Actions |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3 265 806 | 41 518 | 0,08% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 140 501 | 39 925 | 0,08% | Actions |
| Concorde Financial Corp | $3 029 710 | 38 518 | 0,08% | Actions |
| Sterling Capital Management LLC | $3 011 341 | 38 283 | 0,08% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 989 080 | 38 000 | 0,08% | Option de vente |
Initiés de la société 46 initiés · 26 dirigeants · 20 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jason Paul Ringblom | Chief Executive Officer | 7 avril 2026 F | 139 791 | 0 | 0 | $0 |
| William Bradley Southern | Chief Executive Officer | 18 février 2026 S | 447 553 | 0 | 26 | $-15 157 537 |
| Curtis M Stevens | CEO | 10 février 2017 M | 298 408 | 0 | 0 | $0 |
| Richard W Frost | Chief Executive Officer | 24 janvier 2012 F | 307 864 | 0 | 0 | $0 |
| Mark A Suwyn | Chairman & CEO | 29 octobre 2004 S | 77 236 | 0 | 0 | $0 |
| Alan Haughie | EVP, CFO | 13 février 2026 F | 143 332 | 0 | 0 | $0 |
| Michael Emory Kinney | Interim CFO | 14 septembre 2018 M | 20 227 | 0 | 0 | $0 |
| Sallie B Bailey | Chief Financial Officer | 12 juin 2018 M | 200 856 | 0 | 0 | $0 |
| Anthony Hamill | SVP, COO | 1 juillet 2026 F | 23 937 | 0 | 0 | $0 |
| Craig M Sichling | SVP, Chief Commercial Officer | 13 février 2026 F | 8 969 | 0 | 0 | $0 |
| Leslie E Davis | VP, Controller & CAO | 13 février 2026 F | 4 066 | 0 | 0 | $0 |
| Nicole C Daniel | SVP, General Counsel, Corp Sec | 13 février 2026 F | 46 078 | 0 | 0 | $0 |
| Jimmy Earl Mason | EVP, General Manager, OSB | 13 février 2025 A | 32 285 | 0 | 0 | $0 |
| Michael W Blosser | SVP, Manufacturing Services | 15 mai 2024 S | 54 898 | 0 | 0 | $0 |
| Derek Nelson Doyle | VP, Controller & CAO | 12 février 2024 F | 5 748 | 0 | 0 | $0 |
| Robin H Everhart | SVP, CHRO | 15 avril 2022 F | 27 745 | 0 | 0 | $0 |
| Neil Sherman | EVP Siding | 10 février 2022 M | 103 584 | 0 | 0 | $0 |
| Michael Sims | SVP Sales and Marketing | 25 février 2021 M | 79 262 | 0 | 0 | $0 |
| Timothy Mann JR | EVP, General Counsel | 7 février 2019 A | 27 192 | 0 | 0 | $0 |
| Rebecca Anne Barckley | Principle Accounting Officer | 7 février 2019 A | 12 201 | 0 | 0 | $0 |
| Brian Eugene Luoma | Executive Vice President | 8 décembre 2016 S | 80 326 | 0 | 0 | $0 |
| Richard S Olszewski | EVP Sales and Marketing | 13 février 2015 D | 14 544 | 0 | 0 | $0 |
| Jeffrey N Wagner | EVP OSB | 2 février 2015 F | 77 708 | 0 | 0 | $0 |
| Harold N Stanton | Exec VP, Spec. Prod. & Sales | 8 septembre 2006 I | 12 068 | 0 | 0 | $0 |
| Russell S Pattee | Corp. Controller, Asst. Treas. | 2 février 2006 A | 1 000 | 0 | 0 | $0 |
| Joseph B Kastelic | EVP/SPEC PROD-SALES | 19 août 2004 M | 0 | 0 | 0 | $0 |
| Lizanne C Gottung | Administrateur | 15 juin 2026 J | 17 517 | 0 | 2 | $-191 405 |
| Ty R Silberhorn | Administrateur | 8 mai 2026 A | 3 698 | 0 | 0 | $0 |
| Jeanmichel Ribieras | Administrateur | 8 mai 2026 A | 3 697 | 0 | 0 | $0 |
| Kelly Hefner Barrett | Administrateur | 8 mai 2026 A | 3 675 | 0 | 0 | $0 |
| Stephen E. Macadam | Administrateur | 8 mai 2026 A | 43 080 | 1 | 0 | $249 792 |
| Jose A Bayardo | Administrateur | 8 mai 2026 A | 9 616 | 0 | 0 | $0 |
| Nicholas F Grasberger III | Administrateur | 8 mai 2026 A | 40 838 | 1 | 0 | $1 709 800 |
| Ozey K Horton JR | Administrateur | 15 mai 2025 A | 30 195 | 0 | 0 | $0 |
| Dustan E Mccoy | Administrateur | 15 mai 2025 A | 70 594 | 0 | 0 | $0 |
| Tracy A Embree | Administrateur | 17 mai 2024 A | 34 776 | 0 | 0 | $0 |
| Kurt M Landgraf | Administrateur | 6 août 2020 S | 28 988 | 0 | 0 | $0 |
| Gary Cook | Administrateur | 17 mai 2020 M | 49 784 | 0 | 0 | $0 |
| Daniel K Frierson | Administrateur | 3 février 2017 M | 13 963 | 0 | 0 | $0 |
| John W Weaver | Administrateur | 8 mai 2016 M | 30 296 | 0 | 0 | $0 |
| Archie W Dunham | Administrateur | 10 mai 2013 A | 646 314 | 0 | 0 | $0 |
| Paul W Hansen | Administrateur | 1 mai 2007 A | 13 456 | 0 | 0 | $0 |
| John C Kerr | Administrateur | 2 mai 2006 A | 2 316 | 0 | 0 | $0 |
| Colin D Watson | — | 10 février 2017 M | 0 | 0 | 0 | $0 |
| Brenda J Lauderback | — | 2 mai 2005 D | 1 685 | 0 | 0 | $0 |
| Lee C Simpson | — | 1 mai 2005 A | 21 375 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 2 participations
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée | 1 mars 2006 | — | Dépôt initial | — | SEC |
| Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée | 20 juin 2005 | — | Dépôt initial | Investissement passif | 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.
Détention d'ETF Détenu par 94 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| ZIG · ETF Series Solutions | 3,26% | 14 784 NS | 30 avril 2026 | N-PORT |
| PKB · Invesco Exchange-Traded Fund Trust | 2,91% | 140 899 SH | 8 août 2026 | Quotidien |
| PYZ · Invesco Exchange-Traded Fund Trust | 1,67% | 16 630 SH | 8 août 2026 | Quotidien |
| ITB · iShares Trust | 1,01% | 310 284 SH | 8 août 2026 | Quotidien |
| HOMZ · ETF Series Solutions | 0,79% | 3 498 NS | 31 mai 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,72% | 261 797 NS | 31 mai 2026 | N-PORT |
| ERTH · Invesco Exchange-Traded Fund Trust | 0,71% | 12 384 SH | 8 août 2026 | Quotidien |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,42% | 40 959 NS | 30 avril 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,33% | 58 553 NS | 30 avril 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 54 601 SH | 8 août 2026 | Quotidien |
| FMAT · FIDELITY COVINGTON TRUST | 0,29% | 24 222 NS | 30 avril 2026 | N-PORT |
| PAVE · Global X Funds | 0,29% | 510 861 NS | 31 mai 2026 | N-PORT |
| IJJ · iShares Trust | 0,27% | 323 511 SH | 8 août 2026 | Quotidien |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,26% | 924 608 NS | 31 mai 2026 | N-PORT |
| ESSC · Strategy Shares | 0,25% | 890 NS | 30 avril 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,20% | 2 285 NS | 30 avril 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,19% | 85 NS | 29 mai 2026 | N-PORT |
| IFRA · iShares Trust | 0,19% | 114 914 SH | 8 août 2026 | Quotidien |
| NUSC · Nushares ETF Trust | 0,18% | 32 132 NS | 30 avril 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,16% | 8 946 SH | 8 août 2026 | Quotidien |
| XJH · iShares Trust | 0,15% | 8 582 SH | 8 août 2026 | Quotidien |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 8 906 NS | 30 avril 2026 | N-PORT |
| SMLF · iShares Trust | 0,15% | 81 229 SH | 8 août 2026 | Quotidien |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,14% | 102 584 SH | 8 août 2026 | Quotidien |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,14% | 24 953 NS | 30 avril 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,13% | 7 278 NS | 30 avril 2026 | N-PORT |
| IJH · iShares Trust | 0,13% | 2 195 615 SH | 8 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 44 737 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 223 580 NS | 30 avril 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,11% | 915 635 SH | 8 août 2026 | Quotidien |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,11% | 18 860 SH | 8 août 2026 | Quotidien |
| MVV · ProShares Trust | 0,10% | 2 189 NS | 31 mai 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,10% | 304 157 NS | 31 mai 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 5 723 NS | 30 avril 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 25 820 NS | 30 avril 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1 049 NS | 30 avril 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,09% | 171 466 NS | 31 mai 2026 | N-PORT |
| ISCV · iShares Trust | 0,08% | 7 658 SH | 8 août 2026 | Quotidien |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 8 020 NS | 30 avril 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 2 826 SH | 8 août 2026 | Quotidien |
| UMDD · ProShares Trust | 0,07% | 306 NS | 31 mai 2026 | N-PORT |
| ESML · iShares Trust | 0,07% | 27 904 SH | 8 août 2026 | Quotidien |
| VIS · VANGUARD WORLD FUND | 0,07% | 75 932 SH | 8 août 2026 | Quotidien |
| ISCG · iShares Trust | 0,07% | 9 026 SH | 8 août 2026 | Quotidien |
| SMMD · iShares Trust | 0,06% | 31 692 SH | 8 août 2026 | Quotidien |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 728 865 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1 442 527 SH | 8 août 2026 | Quotidien |
| IYJ · iShares Trust | 0,06% | 14 348 SH | 8 août 2026 | Quotidien |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 55 990 NS | 30 avril 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 102 376 NS | 30 avril 2026 | N-PORT |