LW Lamb Weston Holdings, Inc. Common Stock
À propos de Lamb Weston Holdings, Inc. Common Stock Présentation de l'entreprise depuis Wikipedia
Lamb Weston est une entreprise de l'industrie agroalimentaire nord américaine, filiale du groupe ConAgra Foods, spécialisée dans la transformation de pommes de terre, notamment des frites surgelées dont elle est le premier transformateur mondial. C'est aussi une marque commerciale. Son siège se trouve à Kennewick, dans le nord-ouest des États-Unis.
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Lamb Weston est une entreprise de l'industrie agroalimentaire nord américaine, filiale du groupe ConAgra Foods, spécialisée dans la transformation de pommes de terre, notamment des frites surgelées dont elle est le premier transformateur mondial. C'est aussi une marque commerciale. Son siège se trouve à Kennewick (État de Washington), dans le nord-ouest des États-Unis.
Historique
1994 : acquisition de Tarai Foods Ltd (Inde).
1995 : création d'une coentreprise en Turquie à parts égales avec le groupe Doğuş, premier transformateur de pommes de terre du pays.
Principales filiales
Lamb Weston International ;
Lamb Weston-Meijer (Pays-Bas) ;
Lamb Weston Asia, Ltd. ;
Lamb Weston Tokyo (Japon) ;
Lamb Weston Caribbean/Latin America ;
Lamb Weston-Dogus (Turquie) ;
Lamb Weston-Tarai Foods Ltd. (Inde).
Source : Wikipedia, CC BY-SA 4.0 · Voir sur Wikipedia ↗
LW Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
LW Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant |
|---|---|
| 7 août 2026 | $0,3800 |
| 8 mai 2026 | $0,3800 |
| 30 janvier 2026 | $0,3800 |
| 31 octobre 2025 | $0,3700 |
| 1 août 2025 | $0,3700 |
| 2 mai 2025 | $0,3700 |
| 31 janvier 2025 | $0,3700 |
| 1 novembre 2024 | $0,3600 |
| 2 août 2024 | $0,3600 |
| 2 mai 2024 | $0,3600 |
| 1 février 2024 | $0,3600 |
| 2 novembre 2023 | $0,2800 |
| 3 août 2023 | $0,2800 |
| 4 mai 2023 | $0,2800 |
| 2 février 2023 | $0,2800 |
| 3 novembre 2022 | $0,2450 |
| 4 août 2022 | $0,2450 |
| 5 mai 2022 | $0,2450 |
| 3 février 2022 | $0,2450 |
| 4 novembre 2021 | $0,2350 |
LW Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 4 19,0%
- Achat 6 28,6%
- Conserver 11 52,4%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
12 analystes · 2026-08-23Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.87 | $0.64 | 0.23% |
| 31 mars 2026 | $0.72 | $0.63 | 0.09% |
| 31 décembre 2025 | $0.69 | $0.67 | 0.02% |
| 30 septembre 2025 | $0.74 | $0.57 | 0.17% |
| 30 juin 2025 | $0.87 | $0.65 | 0.22% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| HRL | — | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CPB | — | 16.1 | 6.4% | 5.9% | 15.6% | — |
| CALM | — | 11.3 | -31.7% | 10.9% | 12.2% | 23.1% |
| FRPT | $2.98B | 23.1 | 13.0% | 12.6% | 12.2% | 40.8% |
| POST | $5.67B | 19.5 | 3.0% | 4.1% | 8.8% | 28.7% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 14
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | $2.99B | $2.92B | |
| Cost of Revenue | $5.25B | $5.05B | $4.70B | $3.92B | $3.27B | $2.84B | $2.90B | $2.75B | $2.54B | $2.39B | $2.33B | $2.34B | |
| Gross Profit | $1.36B | $1.40B | $1.77B | $1.43B | $832M | $832M | $895M | $1.00B | $880M | $779M | $662M | $587M | |
| R&D Expense | $19M | $22M | $26M | $17M | $16M | $13M | $15M | $15M | $14M | $11M | $7M | $7M | |
| SG&A Expense | $665M | $634M | $701M | $550M | $388M | $357M | $338M | $335M | $299M | $260M | $288M | $206M | |
| Operating Income | $591M | $665M | $1.07B | $882M | $444M | $475M | $557M | $668M | $580M | $518M | $373M | $381M | |
| Pretax Income | $418M | $500M | $956M | $1.23B | $273M | $408M | $478M | $621M | $555M | $510M | $439M | $418M | |
| Income Tax | $128M | $143M | $230M | $225M | $72M | $90M | $112M | $134M | $121M | $170M | $144M | $140M | |
| Net Income | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | $285M | $268M | |
| EPS (Basic) | $2.09 | $2.51 | $5.01 | $6.98 | $1.38 | $2.17 | $2.50 | $3.19 | $2.83 | $2.22 | $1.92 | $1.83 | |
| EPS (Diluted) | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 | $2.16 | $2.49 | $3.18 | $2.82 | $2.22 | $1.92 | $1.83 | |
| Shares (Basic) | 138,900,000 | 142,200,000 | 144,900,000 | 144,500,000 | 145,500,000 | 146,400,000 | 146,200,000 | 146,500,000 | 146,300,000 | 146,100,000 | 146,000,000 | 146,000,000 | |
| Shares (Diluted) | 139,100,000 | 142,700,000 | 145,600,000 | 145,200,000 | 145,900,000 | 147,100,000 | 147,100,000 | 147,300,000 | 147,000,000 | 146,600,000 | 146,000,000 | 146,000,000 | |
| EBITDA | $988M | $1.07B | $1.37B | $1.10B | $636M | $664M | $741M | $831M | $723M | $627M | · | · |
Bilan 30
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $71M | $71M | $305M | $525M | $784M | $1.36B | $12M | $56M | $57M | $36M | $31M | |
| Receivables | $779M | $782M | $744M | $724M | $447M | $367M | $342M | $340M | $226M | $185M | $186M | · | |
| Inventory | $968M | $1.04B | $1.14B | $932M | $574M | $514M | $487M | $498M | $550M | $525M | $499M | · | |
| Prepaid Expense | $199M | $145M | $136M | $166M | $113M | $118M | $110M | $111M | $99M | $91M | $58M | · | |
| Current Assets | $2.01B | $2.03B | $2.09B | $2.13B | $1.66B | $1.78B | $2.30B | $962M | $930M | $858M | $780M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | $1.60B | $1.42B | $1.27B | $1.04B | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $2.87B | $2.58B | $2.35B | $2.03B | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | $1.28B | $1.16B | $1.08B | $991M | · | |
| Goodwill | $1.13B | $1.09B | $1.06B | $1.04B | $318M | $334M | $304M | $206M | $135M | $133M | $134M | · | |
| Intangibles | $108M | $114M | $105M | $110M | $34M | $37M | $38M | $38M | $35M | $37M | $40M | · | |
| Other Non-current Assets | $326M | $355M | $396M | $288M | $173M | $80M | $65M | $21M | $11M | $7M | $6M | · | |
| Total Assets | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Accounts Payable | $613M | $616M | $834M | $637M | $403M | $359M | $244M | $289M | $254M | $295M | $238M | · | |
| Accrued Liabilities | $482M | $411M | $408M | $510M | $264M | $227M | $233M | $217M | $216M | $200M | $133M | · | |
| Short-term Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | $25M | · | |
| Current Liabilities | $1.42B | $1.48B | $1.62B | $1.36B | $699M | $618M | $1.02B | $553M | $519M | $555M | $410M | · | |
| Capital Leases | $94M | $99M | $115M | $128M | $105M | $120M | $145M | $75M | · | · | · | · | |
| Deferred Tax | $298M | $254M | $256M | $252M | $172M | $160M | $152M | $126M | $92M | $90M | $144M | · | |
| Other Non-current Liabilities | $247M | $243M | $258M | $248M | $212M | $246M | $252M | $94M | $84M | $71M | $52M | · | |
| Total Liabilities | · | · | · | · | · | · | · | · | · | · | $301M | · | |
| Long-term Debt | $3.68B | $3.77B | $3.84B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | · | · | |
| Common Stock | $152M | $151M | $151M | $150M | $148M | $148M | $147M | $147M | $146M | $146M | · | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $-905M | · | · | |
| Retained Earnings | $2.93B | $2.85B | $2.70B | $2.16B | $1.31B | $1.24B | $1.06B | $804M | $426M | $121M | · | · | |
| Treasury Stock | $962M | $838M | $541M | $314M | $264M | $104M | $68M | $39M | $3M | $200.0K | · | · | |
| AOCI | $132M | $54M | $-13M | $-27M | $-16M | $30M | $-40M | $-25M | $-4M | $-9M | $-9M | $-5M | |
| Stockholders' Equity | $1.82B | $1.74B | $1.79B | $1.41B | $360M | $481M | $240M | $-5M | $-335M | $-647M | $1.40B | $1.36B | |
| Liabilities + Equity | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Shares Outstanding | 137,455,441 | 139,237,760 | 143,666,656 | 145,665,683 | 144,071,428 | 146,191,864 | 146,038,893 | 146,069,033 | 146,332,332 | 146,080,901 | · | · |
Flux de trésorerie 16
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $397M | $375M | $307M | $223M | $192M | $188M | $182M | $162M | $143M | $109M | $96M | $96M | |
| Stock-based Comp | $46M | $40M | $47M | $38M | $21M | $21M | $23M | $19M | $14M | $6M | $3M | $7M | |
| Deferred Tax | $41M | $400.0K | $-1M | $400.0K | $14M | $4M | $20M | $38M | $-4M | $15M | $21M | $24M | |
| Amort. of Intangibles | · | · | · | $7M | $6M | $5M | $2M | $2M | $2M | $2M | $2M | $3M | |
| Restructuring | $104M | $100M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Other Non-cash | $169M | $64M | $-280M | $-509M | $-10M | $22M | $-19M | $-16M | $-90M | $-19M | · | · | |
| Operating Cash Flow | $943M | $868M | $798M | $762M | $419M | $553M | $574M | $681M | $481M | $447M | $382M | $354M | |
| CapEx | $403M | $638M | $930M | $654M | $290M | $147M | $168M | $334M | $307M | $287M | $152M | $115M | |
| Investing Cash Flow | $-380M | $-648M | $-984M | $-1.34B | $-310M | $-162M | $-346M | $-423M | $-307M | $-285M | $-144M | $-171M | |
| Debt Issued | · | · | · | · | $1.68B | · | $1.12B | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | $1.68B | · | · | · | · | · | · | · | |
| Dividends Paid | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · | |
| Financing Cash Flow | $-569M | $-225M | $-48M | $341M | $-363M | $-974M | $1.12B | $-300M | $-179M | $-142M | $-233M | $-178M | |
| Net Change in Cash | $-2M | $-700.0K | $-233M | $-220M | $-258M | $-580M | $1.35B | $-43M | $-2M | $21M | $6M | $4M | |
| Taxes Paid | $119M | $150M | $189M | $226M | $44M | $84M | $82M | $103M | $107M | $170M | $125M | $115M | |
| Free Cash Flow | $540M | $230M | $-131M | $108M | $128M | $406M | $406M | $347M | $174M | $160M | · | · |
Rentabilité 8
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% | 22.7% | 23.6% | 26.7% | 25.7% | 24.8% | · | · | |
| Operating Margin | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% | 12.9% | 14.7% | 17.8% | 16.9% | 16.4% | · | · | |
| Net Margin | 4.4% | 5.5% | 11.2% | 18.9% | 4.9% | 8.7% | 9.7% | 12.7% | 12.2% | 10.3% | · | · | |
| Pretax Margin | 6.3% | 7.8% | 14.8% | 23.1% | 6.7% | 11.1% | 12.6% | 16.5% | 16.2% | 16.1% | · | · | |
| EBITDA Margin | 14.9% | 16.6% | 21.2% | 20.6% | 15.5% | 18.1% | 19.5% | 22.1% | 21.1% | 19.8% | · | · | |
| ROA | 3.9% | 4.8% | 10.4% | 18.9% | 4.8% | 7.2% | 9.5% | 16.5% | 15.9% | 14.1% | · | · | |
| ROE | 16.2% | 21.2% | 40.9% | 94.9% | 53.4% | 68.2% | 143.4% | -1574.3% | -114.7% | 86.8% | · | · | |
| ROIC | 19.8% | 22.5% | 38.3% | 45.9% | 90.8% | 76.9% | 57.7% | 13804.1% | -139.4% | -55.3% | · | · |
Liquidité et Solvabilité 3
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 | 2.9 | 2.2 | 1.7 | 1.8 | 1.5 | · | · | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 | 1.9 | 1.7 | 0.6 | 0.5 | 0.4 | · | · | |
| Debt / Equity | 0.1 | 0.2 | 0.2 | 0.1 | · | · | 2.1 | -1.8 | -0.0 | -0.0 | · | · |
Efficacité 3
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 0.8 | 1.0 | 1.3 | 1.3 | 1.4 | · | · | |
| Inventory Turnover | 5.2 | 4.6 | 4.5 | 5.2 | 6.0 | 5.7 | 5.9 | 5.3 | 4.7 | 4.7 | · | · | |
| Receivables Turnover | 8.5 | 8.5 | 8.8 | 9.1 | 10.1 | 10.4 | 11.1 | 13.3 | 16.7 | 17.0 | · | · |
Taux de croissance 10
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -0.25% | 20.9% | 30.5% | 11.7% | -3.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 16.3% | 20.8% | 12.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.5% | 11.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -16.8% | -49.8% | -28.3% | 403.6% | -36.1% | -13.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -33.1% | 21.9% | 32.1% | 40.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.75% | 0.08% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.8% | -50.8% | -28.1% | 402.2% | -36.8% | -13.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -34.0% | 21.1% | 31.7% | 40.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | -0.48% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.9% | 11.3% | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 17
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | · | · | |
| Net Income TTM | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | · | · | |
| Market Cap | $5.94B | $7.04B | $12.82B | $15.94B | $9.80B | $12.06B | $8.77B | $9.08B | $9.58B | $6.67B | · | · | |
| Enterprise Value | $6.12B | $7.34B | $13.07B | $15.80B | · | · | $7.91B | $9.07B | $9.53B | $6.63B | · | · | |
| P/E | 20.8 | 20.2 | 17.9 | 15.7 | 49.3 | 38.2 | 24.1 | 19.5 | 23.2 | 20.6 | · | · | |
| P/S | 0.9 | 1.1 | 2.0 | 3.0 | 2.4 | 3.3 | 2.3 | 2.4 | 2.8 | 2.1 | · | · | |
| P/B | 3.3 | 4.1 | 7.2 | 11.3 | 27.2 | 25.1 | 36.5 | -1972.9 | -28.6 | -10.3 | · | · | |
| P / Tangible Book | 10.1 | 13.2 | 20.6 | 61.2 | 1113.1 | 110.4 | · | · | · | · | · | · | |
| P / Cash Flow | 6.3 | 8.1 | 16.1 | 20.9 | 23.4 | 21.8 | 15.3 | 13.3 | 19.9 | 14.9 | · | · | |
| P / FCF | 11.0 | 30.6 | -97.6 | 148.0 | 76.5 | 29.7 | 21.6 | 26.2 | 54.9 | 41.8 | · | · | |
| EV / EBITDA | 6.2 | 6.8 | 9.5 | 14.3 | · | · | 10.7 | 10.9 | 13.2 | 10.6 | · | · | |
| EV / FCF | 11.3 | 31.9 | -99.6 | 146.7 | · | · | 19.5 | 26.2 | 54.7 | 41.6 | · | · | |
| EV / Revenue | 0.9 | 1.1 | 2.0 | 3.0 | · | · | 2.1 | 2.4 | 2.8 | 2.1 | · | · | |
| Dividend Yield | 3.5% | 2.9% | 1.4% | 0.92% | 1.4% | 1.1% | 1.4% | 1.2% | 1.1% | 0.41% | · | · | |
| Earnings Yield | 4.8% | 4.9% | 5.6% | 6.3% | 2.0% | 2.6% | 4.2% | 5.1% | 4.3% | 4.9% | · | · | |
| Payout Ratio | 71.5% | 57.9% | 24.0% | 14.5% | 68.9% | 42.6% | 33.1% | 23.7% | 26.4% | 8.4% | · | · | |
| Annual Payout | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · |
Compte de résultat 13
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.56B | $1.62B | $1.66B | $1.68B | $1.52B | $1.60B | $1.65B | $1.61B | $1.46B | $1.73B | $1.67B | $1.69B | $1.25B | $1.28B | $1.13B | |
| Cost of Revenue | $1.41B | $1.23B | $1.29B | $1.32B | $1.33B | $1.10B | $1.32B | $1.30B | $1.22B | $1.05B | $1.26B | $1.17B | $1.32B | $856M | $895M | $852M | |
| Gross Profit | $361M | $332M | $324M | $342M | $342M | $422M | $278M | $356M | $388M | $404M | $476M | $500M | $379M | $398M | $382M | $273M | |
| SG&A Expense | $183M | $157M | $171M | $154M | $141M | $164M | $185M | $144M | $175M | $180M | $170M | $176M | $192M | $132M | $110M | $116M | |
| Operating Income | $169M | $127M | $139M | $156M | $186M | $249M | $18M | $212M | $212M | $224M | $306M | $323M | $187M | $266M | $272M | $157M | |
| Pretax Income | $124M | $84M | $98M | $112M | $141M | $204M | $-23M | $178M | $180M | $189M | $281M | $305M | $571M | $217M | $140M | $306M | |
| Income Tax | $14M | $30M | $36M | $48M | $21M | $58M | $13M | $51M | $51M | $43M | $66M | $70M | $72M | $42M | $37M | $74M | |
| Net Income | $110M | $54M | $62M | $64M | $120M | $146M | $-36M | $127M | $130M | $146M | $215M | $235M | $499M | $175M | $103M | $232M | |
| EPS (Basic) | $0.79 | $0.39 | $0.45 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.89 | $0.91 | $1.01 | $1.48 | $1.61 | $3.43 | $1.22 | $0.72 | $1.61 | |
| EPS (Diluted) | $0.79 | $0.39 | $0.44 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.88 | $0.89 | $1.01 | $1.48 | $1.60 | $3.43 | $1.21 | $0.71 | $1.60 | |
| Shares (Basic) | -279,000,000 | 139,000,000 | 139,400,000 | 139,500,000 | -286,100,000 | 141,900,000 | 142,800,000 | 143,600,000 | -290,200,000 | 144,500,000 | 144,900,000 | 145,700,000 | -287,500,000 | 144,000,000 | 144,000,000 | 144,000,000 | |
| Shares (Diluted) | -279,600,000 | 139,300,000 | 139,600,000 | 139,800,000 | -287,100,000 | 142,400,000 | 143,200,000 | 144,200,000 | -291,800,000 | 145,300,000 | 145,500,000 | 146,600,000 | -288,800,000 | 144,800,000 | 144,600,000 | 144,600,000 | |
| EBITDA | · | $127M | $139M | $252M | · | $249M | $18M | $303M | · | $224M | $306M | $393M | · | $266M | $272M | $207M |
Bilan 25
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $58M | $83M | $99M | $71M | $68M | $79M | $121M | $71M | $62M | $78M | $163M | · | $675M | $419M | $485M | |
| Receivables | $779M | $750M | $742M | $773M | $782M | $717M | $695M | $721M | $744M | $736M | $766M | $726M | · | $500M | $509M | $450M | |
| Inventory | $968M | $1.09B | $1.12B | $907M | $1.04B | $1.25B | $1.33B | $1.14B | $1.14B | $1.21B | $1.15B | $873M | · | $837M | $822M | $636M | |
| Prepaid Expense | $199M | $158M | $68M | $95M | $145M | $162M | $90M | $86M | $136M | $151M | $83M | $84M | · | $105M | $51M | $60M | |
| Current Assets | $2.01B | $2.06B | $2.01B | $1.87B | $2.03B | $2.20B | $2.19B | $2.06B | $2.09B | $2.16B | $2.08B | $1.85B | · | $2.12B | $1.80B | $1.63B | |
| Goodwill | $1.13B | $1.14B | $1.10B | $1.11B | $1.09B | $1.03B | $1.03B | $1.09B | $1.06B | $1.06B | $1.07B | $1.04B | $1.04B | $348M | $348M | $352M | |
| Intangibles | $108M | $110M | $111M | $114M | $114M | $99M | $101M | $108M | $105M | $106M | $109M | $109M | · | $31M | $32M | $33M | |
| Other Non-current Assets | $326M | $320M | $338M | $331M | $355M | $402M | $403M | $434M | $396M | $381M | $477M | $389M | · | $329M | $253M | $219M | |
| Total Assets | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Accounts Payable | $613M | $600M | $709M | $545M | $616M | $665M | $846M | $689M | $834M | $684M | $834M | $678M | · | $453M | $581M | $463M | |
| Accrued Liabilities | $482M | $460M | $424M | $416M | $411M | $392M | $391M | $448M | $408M | $454M | $434M | $411M | · | $309M | $297M | $276M | |
| Short-term Debt | $249M | $269M | $187M | $215M | $371M | $485M | $320M | $530M | $326M | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Current Liabilities | $1.42B | $1.41B | $1.40B | $1.26B | $1.48B | $1.62B | $1.63B | $1.73B | $1.62B | $1.82B | $1.62B | $1.29B | · | $817M | $918M | $780M | |
| Capital Leases | $94M | · | · | · | $99M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Deferred Tax | $298M | $273M | $273M | $264M | $254M | $242M | $247M | $257M | $256M | $255M | $260M | $256M | · | $161M | $178M | $219M | |
| Other Non-current Liabilities | $247M | $241M | $251M | $254M | $243M | $245M | $251M | $251M | $258M | $242M | $247M | $247M | · | $230M | $199M | $201M | |
| Long-term Debt | $3.68B | · | · | · | $3.77B | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $269M | $187M | $215M | · | $485M | $320M | $530M | · | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Common Stock | $152M | $152M | $152M | $152M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | · | $148M | $148M | $148M | |
| Retained Earnings | $2.93B | $2.87B | $2.87B | $2.86B | $2.85B | $2.78B | $2.69B | $2.78B | $2.70B | $2.62B | $2.53B | $2.35B | · | $1.70B | $1.57B | $1.50B | |
| Treasury Stock | $962M | $898M | $897M | $857M | $838M | $736M | $634M | $634M | $541M | $480M | $479M | $428M | · | $310M | $298M | $297M | |
| AOCI | $132M | $143M | $82M | $101M | $54M | $-74M | $-74M | $43M | $-13M | $-14M | $4M | $-26M | · | $-53M | $-62M | $-46M | |
| Stockholders' Equity | $1.82B | $1.83B | $1.75B | $1.79B | $1.74B | $1.63B | $1.63B | $1.84B | $1.79B | $1.76B | $1.67B | $1.50B | $1.41B | $715M | $573M | $510M | |
| Liabilities + Equity | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Shares Outstanding | 137,455,441 | 138,979,545 | 138,879,465 | 139,335,411 | 139,237,760 | 141,114,556 | 142,640,636 | 142,595,357 | 143,666,656 | 144,390,986 | 144,368,320 | 144,926,900 | 145,665,683 | 143,751,746 | 143,870,309 | 143,830,587 |
Flux de trésorerie 15
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $100M | $96M | $95M | $95M | $69M | $120M | $90M | $87M | $79M | $71M | $70M | $70M | $51M | $52M | $50M | |
| Stock-based Comp | $16M | $10M | $10M | $11M | $8M | $9M | $12M | $10M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $8M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $7M | $3M | $3M | · | $1M | $2M | $1M | |
| Restructuring | $9M | $48M | $14M | $32M | $16M | $10M | $75M | $0 | $0 | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | · | $182M | · | · | · | $103M | · | · | · | $20M | · | · | · | $-97M | |
| Operating Cash Flow | $347M | $65M | $178M | $352M | $383M | $56M | $99M | $330M | $317M | $26M | $121M | $335M | $427M | $47M | $96M | $192M | |
| CapEx | $146M | $102M | $77M | $78M | $88M | $76M | $149M | $326M | $166M | $256M | $240M | $267M | $225M | $196M | $132M | $101M | |
| Investing Cash Flow | $-142M | $-101M | $-61M | $-76M | $-89M | $-74M | $-149M | $-336M | $-159M | $-254M | $-266M | $-305M | $-805M | $-225M | $-144M | $-167M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10M | $14M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $14M | |
| Dividends Paid | $53M | $51M | $52M | $52M | $52M | $51M | $52M | $52M | $52M | $40M | $41M | $41M | $40M | $35M | $35M | $35M | |
| Financing Cash Flow | $-195M | $8M | $-133M | $-248M | $-294M | $6M | $11M | $52M | $-148M | $212M | $60M | $-172M | $10M | $428M | $-33M | $-64M | |
| Net Change in Cash | $11M | $-25M | $-16M | $28M | $3M | $-12M | $-42M | $49M | $9M | $-16M | $-85M | $-142M | $-370M | $256M | $-66M | $-40M | |
| Taxes Paid | $18M | $31M | $60M | $10M | $26M | $37M | $80M | $6M | $48M | $39M | $97M | $4M | $58M | $76M | $89M | $-3M | |
| Free Cash Flow | · | · | · | $274M | · | · | · | $4M | · | · | · | $67M | · | · | · | $91M |
Rentabilité 8
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 21.2% | 20.0% | 20.6% | · | 27.8% | 17.3% | 21.5% | · | 27.7% | 27.5% | 30.0% | · | 31.7% | 29.9% | 24.3% | |
| Operating Margin | · | 8.1% | 8.6% | 9.4% | · | 16.4% | 1.2% | 12.8% | · | 15.3% | 17.6% | 19.4% | · | 21.2% | 21.3% | 14.0% | |
| Net Margin | · | 3.5% | 3.8% | 3.9% | · | 9.6% | -2.2% | 7.7% | · | 10.0% | 12.4% | 14.1% | · | 14.0% | 8.1% | 20.6% | |
| Pretax Margin | · | 5.4% | 6.1% | 6.8% | · | 13.4% | -1.4% | 10.8% | · | 13.0% | 16.2% | 18.3% | · | 17.3% | 11.0% | 27.2% | |
| EBITDA Margin | · | 8.1% | 8.6% | 15.2% | · | 16.4% | 1.2% | 18.3% | · | 15.3% | 17.6% | 23.6% | · | 21.2% | 21.3% | 18.4% | |
| ROA | · | 0.73% | 0.84% | 0.87% | · | 2.0% | -0.50% | 1.8% | · | 2.4% | 3.7% | 4.3% | · | 3.8% | 2.4% | 5.4% | |
| ROE | · | 3.1% | 3.7% | 3.5% | · | 8.6% | -2.2% | 7.6% | · | 11.8% | 19.2% | 23.3% | · | 31.6% | 22.0% | 49.5% | |
| ROIC | · | 3.9% | 4.5% | 4.5% | · | 8.4% | 1.5% | 6.4% | · | 7.5% | 11.9% | 15.1% | · | 29.8% | 34.4% | 22.9% |
Liquidité et Solvabilité 3
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.3 | 1.2 | · | 1.2 | 1.3 | 1.4 | · | 2.6 | 2.0 | 2.1 | |
| Quick Ratio | · | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.7 | · | 1.4 | 1.0 | 1.2 | |
| Debt / Equity | · | 0.1 | 0.1 | 0.1 | · | 0.3 | 0.2 | 0.3 | · | 0.3 | 0.2 | 0.1 | · | 0.0 | 0.0 | 0.0 |
Efficacité 3
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | · | 1.1 | 1.1 | 1.3 | · | 0.9 | 1.1 | 1.3 | · | 1.0 | 1.3 | 1.5 | · | 1.2 | 1.2 | 1.5 | |
| Receivables Turnover | · | 2.1 | 2.3 | 2.2 | · | 2.1 | 2.2 | 2.3 | · | 2.4 | 2.7 | 2.8 | · | 2.7 | 2.7 | 2.6 |
Valorisation (TTM) 15
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $6.36B | $6.40B | $6.43B | · | $6.23B | $6.45B | $6.51B | · | $6.11B | $5.93B | $5.32B | · | $4.61B | $4.36B | $4.07B | |
| Net Income TTM | · | $326M | $236M | $302M | · | $383M | $452M | $723M | · | $771M | $728M | $745M | · | $617M | $474M | $401M | |
| Market Cap | · | $6.71B | $8.01B | $7.94B | · | $7.87B | $10.97B | $8.94B | · | $14.82B | $14.32B | $13.96B | · | $14.37B | $12.39B | $11.61B | |
| Enterprise Value | · | $6.92B | $8.11B | $8.06B | · | $8.29B | $11.21B | $9.35B | · | $15.30B | $14.54B | $13.94B | · | $13.70B | $11.98B | $11.13B | |
| P/E | · | 20.8 | 34.3 | 26.9 | · | 20.9 | 24.7 | 12.6 | · | 19.4 | 19.8 | 18.8 | · | 23.5 | 26.4 | 29.4 | |
| P/S | · | 1.1 | 1.3 | 1.2 | · | 1.3 | 1.7 | 1.4 | · | 2.4 | 2.4 | 2.6 | · | 3.1 | 2.8 | 2.9 | |
| P/B | · | 3.7 | 4.6 | 4.4 | · | 4.8 | 6.7 | 4.9 | · | 8.4 | 8.6 | 9.3 | · | 20.1 | 21.6 | 22.8 | |
| P / Tangible Book | · | 11.5 | 14.7 | 14.1 | · | 15.5 | 21.8 | 13.9 | · | 24.9 | 29.0 | 39.6 | · | 42.8 | 64.1 | 92.9 | |
| P / Cash Flow | · | · | · | 22.6 | · | · | · | 27.1 | · | · | · | 41.7 | · | · | · | 60.4 | |
| P / FCF | · | · | · | 28.9 | · | · | · | 2078.9 | · | · | · | 207.5 | · | · | · | 127.7 | |
| EV / EBITDA | · | 54.7 | 58.3 | 32.0 | · | 33.3 | 606.1 | 30.9 | · | 68.3 | 47.6 | 35.4 | · | 51.5 | 44.1 | 53.8 | |
| EV / FCF | · | · | · | 29.4 | · | · | · | 2174.2 | · | · | · | 207.2 | · | · | · | 122.5 | |
| EV / Revenue | · | 1.1 | 1.3 | 1.3 | · | 1.3 | 1.7 | 1.4 | · | 2.5 | 2.5 | 2.6 | · | 3.0 | 2.7 | 2.7 | |
| Earnings Yield | · | 4.8% | 2.9% | 3.7% | · | 4.8% | 4.1% | 7.9% | · | 5.2% | 5.0% | 5.3% | · | 4.2% | 3.8% | 3.4% | |
| Payout Ratio | · | · | · | 80.4% | · | · | · | 40.6% | · | · | · | 17.4% | · | · | · | 15.2% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Revenu | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B |
| Marge Brute % | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% |
| Marge d'exploitation % | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% |
| Résultat net | $290M | $357M | $726M | $1.01B | $201M |
| BPA dilué | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 |
Bilan
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.1 | 0.2 | 0.2 | 0.1 | — |
| Ratio de liquidité | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 |
| Ratio de liquidité réduite | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 |
Flux de trésorerie
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $540M | $230M | $-131M | $108M | $128M |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Détenteurs institutionnels (13F) 639 déclarants · $3.5B 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.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 73 (-45 vs T. préc.) | 73 (-72 vs T. préc.) | 195 (+21 vs T. préc.) | 194 (-11 vs T. préc.) | +7.0M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $347 125 790 | 8 039 041 | 9,83% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $258 885 129 | 5 995 487 | 7,33% | Actions |
| Starboard Value LP | $247 593 343 | 5 733 982 | 7,01% | Actions |
| JANA Partners Management, LP | $232 940 339 | 5 394 635 | 6,59% | Actions |
| STATE STREET CORP | $210 271 228 | 4 869 644 | 5,95% | Actions |
| CONTINENTAL GRAIN CO | $154 112 874 | 3 569 080 | 4,36% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $129 550 299 | 3 000 239 | 3,67% | Actions |
| FMR LLC | $111 865 524 | 2 590 679 | 3,17% | Actions |
| NORGES BANK | $106 053 966 | 2 456 090 | 3,00% | Actions |
| Brookfield Corp /ON/ | $96 132 109 | 2 226 311 | 2,72% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $85 064 773 | 1 969 339 | 2,41% | Actions |
| Douglas Lane & Associates, LLC | $72 644 105 | 1 682 355 | 2,06% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $65 489 000 | 1 516 642 | 1,85% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53 145 814 | 1 230 797 | 1,50% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $52 361 623 | 1 212 636 | 1,48% | Actions |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46 486 680 | 1 076 579 | 1,32% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $37 484 644 | 868 102 | 1,06% | Actions |
| Clarkston Capital Partners, LLC | $34 176 106 | 791 480 | 0,97% | Actions |
| Swedbank AB | $33 680 400 | 780 000 | 0,95% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31 996 380 | 741 000 | 0,91% | Option de vente |
| BARCLAYS PLC | $31 011 876 | 718 200 | 0,88% | Actions |
| Ion Asset Management Ltd. | $30 486 482 | 524 905 | 0,86% | Actions |
| Gotham Asset Management, LLC | $29 434 597 | 681 672 | 0,83% | Actions |
| AMERICAN CENTURY COMPANIES INC | $25 110 077 | 581 521 | 0,71% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $25 026 221 | 579 579 | 0,71% | Actions |
| FIRST TRUST ADVISORS LP | $23 777 766 | 550 666 | 0,67% | Actions |
| STALEY CAPITAL ADVISERS INC | $21 733 789 | 503 330 | 0,62% | Actions |
| LONDON CO OF VIRGINIA | $20 489 612 | 474 139 | 0,58% | Actions |
| Public Sector Pension Investment Board | $20 483 340 | 474 371 | 0,58% | Actions |
| GOLDMAN SACHS GROUP INC | $19 938 926 | 461 763 | 0,56% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19 918 934 | 461 300 | 0,56% | Option d'achat |
| AMERIPRISE FINANCIAL INC | $17 446 146 | 404 033 | 0,49% | Actions |
| Alberta Investment Management Corp | $16 978 376 | 393 200 | 0,48% | Actions |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $16 805 397 | 389 194 | 0,48% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 333 779 | 355 113 | 0,43% | Actions |
| Ensign Peak Advisors, Inc | $15 284 209 | 353 965 | 0,43% | Actions |
| JANUS HENDERSON GROUP PLC | $15 280 455 | 361 582 | 0,43% | Actions |
| DEPRINCE RACE & ZOLLO INC | $14 038 337 | 325 112 | 0,40% | Actions |
| Quantinno Capital Management LP | $13 972 963 | 323 598 | 0,40% | Actions |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 748 080 | 318 390 | 0,39% | Actions |
| GRANDFIELD & DODD, LLC | $12 736 321 | 294 958 | 0,36% | Actions |
| UMB Bank, n.a. | $12 357 943 | 286 196 | 0,35% | Actions |
| Freestone Grove Partners LP | $12 264 761 | 284 038 | 0,35% | Actions |
| VANGUARD GROUP INC | $12 207 291 | 291 413 | 0,35% | Actions |
| RHUMBLINE ADVISERS | $12 169 843 | 281 841 | 0,34% | Actions |
| JANE STREET GROUP, LLC | $12 155 170 | 281 500 | 0,34% | Option de vente |
| IEQ CAPITAL, LLC | $11 931 715 | 276 325 | 0,34% | Actions |
| WOLVERINE TRADING, LLC | $11 918 947 | 214 100 | 0,34% | Option de vente |
| Swiss National Bank | $11 369 294 | 263 300 | 0,32% | Actions |
| BlackRock, Inc. | $11 055 073 | 256 023 | 0,31% | Actions |
| MILLENNIUM MANAGEMENT LLC | $10 959 818 | 253 817 | 0,31% | Actions |
| Goodman Financial Corp | $10 868 428 | 251 698 | 0,31% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $10 056 354 | 232 894 | 0,28% | Actions |
| California Public Employees Retirement System | $9 979 632 | 231 117 | 0,28% | Actions |
| JANE STREET GROUP, LLC | $9 352 788 | 216 600 | 0,26% | Option d'achat |
| Legal & General Group Plc | $9 222 643 | 213 586 | 0,26% | Actions |
| TUDOR INVESTMENT CORP ET AL | $9 216 123 | 213 435 | 0,26% | Actions |
| Channing Capital Management, LLC | $9 015 379 | 208 786 | 0,26% | Actions |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8 748 326 | 202 601 | 0,25% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 487 806 | 196 568 | 0,24% | Actions |
| Mariner, LLC | $8 075 658 | 187 016 | 0,23% | Actions |
| Twin Tree Management, LP | $7 819 898 | 181 100 | 0,22% | Option d'achat |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $7 355 118 | 170 336 | 0,21% | Actions |
| Point72 Asset Management, L.P. | $7 344 918 | 170 100 | 0,21% | Option de vente |
| SHAPIRO CAPITAL MANAGEMENT LLC | $7 300 227 | 169 065 | 0,21% | Actions |
| Assenagon Asset Management S.A. | $7 297 420 | 169 000 | 0,21% | Actions |
| Point72 Asset Management, L.P. | $6 969 252 | 161 400 | 0,20% | Option d'achat |
| NEUBERGER BERMAN GROUP LLC | $6 819 720 | 157 937 | 0,19% | Actions |
| Rodgers Brothers Inc. | $6 590 646 | 152 632 | 0,19% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 498 827 | 153 782 | 0,18% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 488 313 | 150 262 | 0,18% | Actions |
| BANK OF AMERICA CORP /DE/ | $6 330 197 | 146 600 | 0,18% | Actions |
| PRUDENTIAL FINANCIAL INC | $6 217 488 | 143 990 | 0,18% | Actions |
| Verition Fund Management LLC | $6 080 737 | 140 823 | 0,17% | Actions |
| BERNZOTT CAPITAL ADVISORS | $6 023 380 | 116 169 | 0,17% | Actions |
| BancorpSouth Bank | $5 879 135 | 140 347 | 0,17% | Actions |
| WOLVERINE TRADING, LLC | $5 745 144 | 103 200 | 0,16% | Option d'achat |
| MARSHALL WACE, LLP | $5 722 386 | 132 524 | 0,16% | Actions |
| Cerity Partners LLC | $5 626 517 | 130 304 | 0,16% | Actions |
| Orion Portfolio Solutions, LLC | $5 467 502 | 102 579 | 0,15% | Actions |
| Cetera Investment Advisers | $5 465 642 | 126 577 | 0,15% | Actions |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5 408 554 | 125 256 | 0,15% | Actions |
| Cubist Systematic Strategies, LLC | $5 395 632 | 92 900 | 0,15% | Option d'achat |
| STATE OF WISCONSIN INVESTMENT BOARD | $5 370 987 | 124 386 | 0,15% | Actions |
| First Nebraska Trust Co | $5 348 836 | 123 873 | 0,15% | Actions |
| Leeward Investments, LLC - MA | $5 333 444 | 123 517 | 0,15% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 267 485 | 121 989 | 0,15% | Actions |
| D. E. Shaw & Co., Inc. | $5 198 872 | 120 400 | 0,15% | Option d'achat |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 128 316 | 118 766 | 0,15% | Actions |
| LPL Financial LLC | $4 872 155 | 112 833 | 0,14% | Actions |
| Kingsview Wealth Management, LLC | $4 767 211 | 110 403 | 0,13% | Actions |
| RAYMOND JAMES FINANCIAL INC | $4 644 382 | 107 559 | 0,13% | Actions |
| Woodline Partners LP | $4 641 850 | 107 500 | 0,13% | Actions |
| WELLS FARGO & COMPANY/MN | $4 639 518 | 107 446 | 0,13% | Actions |
| ALGERT GLOBAL LLC | $4 569 308 | 105 820 | 0,13% | Actions |
| MAC Alpha Capital Management, LP | $4 495 525 | 104 103 | 0,13% | Actions |
| UBS Group AG | $4 444 172 | 102 922 | 0,13% | Actions |
| JUPITER ASSET MANAGEMENT LTD | $4 278 361 | 99 082 | 0,12% | Actions |
| VAN ECK ASSOCIATES CORP | $4 134 183 | 95 743 | 0,12% | Actions |
| State of Tennessee, Department of Treasury | $4 107 843 | 95 133 | 0,12% | Actions |
Initiés de la société 39 initiés · 14 dirigeants · 17 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas P. Werner | PRESIDENT AND CEO | 18 décembre 2024 F | 85 005 | 0 | 0 | $0 |
| James D Gray | Chief Financial Officer | 28 juillet 2026 A | 101 444 | 0 | 0 | $0 |
| Bernadette M Madarieta | CHIEF FINANCIAL OFFICER | 5 août 2025 F | 37 995 | 0 | 0 | $0 |
| Robert Mcnutt | Senior Vice President and CFO | 27 juillet 2021 F | 54 661 | 0 | 0 | $0 |
| Sharon L. Miller | PRESIDENT, NORTH AMERICA | 18 décembre 2024 F | 52 059 | 0 | 0 | $0 |
| Jan Eli B Craps | Executive Chair | 28 juillet 2026 A | 689 169 | 0 | 0 | $0 |
| Amit Philip | Chief Strategy/Tech Officer | 28 juillet 2026 A | 38 686 | 0 | 0 | $0 |
| Benjamin Heselton | Chief Information Officer | 25 juillet 2025 A | 5 565 | 0 | 0 | $0 |
| Sukshma Rajagopalan | CHIEF INFO AND DIGITAL OFFICER | 6 août 2024 F | 17 911 | 0 | 0 | $0 |
| Gerardo Scheufler | CHIEF SUPPLY CHAIN OFFICER | 30 juillet 2023 F | 23 032 | 0 | 0 | $0 |
| John C Hatto | SENIOR VICE PRESIDENT | 6 janvier 2022 S | 13 907 | 0 | 0 | $0 |
| Micheline C Carter | Chief Human Resources Officer | 27 juillet 2021 F | 23 558 | 0 | 0 | $0 |
| Richard Allan Martin | SVP, Chief Supply Chain Off | 22 juillet 2019 A | 70 170 | 0 | 0 | $0 |
| Rodney W. Hepponstall | Senior Vice President | 1 décembre 2017 A | 32 870 | 0 | 0 | $0 |
| JANA Partners Management, LP | Administrateur | 15 avril 2026 P | 5 398 980 | 4 | 0 | $16 073 540 |
| Timothy R. McLevish | Administrateur | 2 octobre 2025 A | 55 961 | 0 | 0 | $0 |
| Hala G Moddelmog | Administrateur | 2 octobre 2025 A | 23 568 | 0 | 0 | $0 |
| Ruth Kimmelshue | Administrateur | 25 juillet 2025 A | 1 109 | 0 | 0 | $0 |
| Paul T Maass | Administrateur | 25 juillet 2025 A | 1 109 | 0 | 0 | $0 |
| Bradley Alford | Administrateur | 25 juillet 2025 A | 1 417 | 0 | 0 | $0 |
| William G Jurgensen | Administrateur | 23 décembre 2024 P | 181 250 | 0 | 0 | $0 |
| Charles A Blixt | Administrateur | 23 décembre 2024 P | 22 982 | 0 | 0 | $0 |
| Norman Prestage | Administrateur | 4 octobre 2024 A | 2 469 | 0 | 0 | $0 |
| Rita Fisher | Administrateur | 4 octobre 2024 A | 4 925 | 0 | 0 | $0 |
| Robert Coviello | Administrateur | 4 octobre 2024 A | 13 324 | 0 | 0 | $0 |
| Maria Renna Sharpe | Administrateur | 4 octobre 2024 A | 21 478 | 0 | 0 | $0 |
| Robert A Niblock | Administrateur | 4 octobre 2024 A | 23 335 | 0 | 0 | $0 |
| Thomas P. Maurer | Administrateur | 13 octobre 2023 A | 26 522 | 0 | 0 | $0 |
| Andrew J Schindler | Administrateur | 4 octobre 2018 A | 8 589 | 0 | 0 | $0 |
| Michael Christopher Crowley | — | 4 août 2026 F | 32 257 | 0 | 0 | $0 |
| Sylvia Wilks | — | 4 août 2026 F | 42 403 | 0 | 0 | $0 |
| Marc Schroeder | — | 4 août 2026 F | 44 110 | 0 | 0 | $0 |
| Steven J Younes | — | 4 août 2026 F | 44 855 | 0 | 0 | $0 |
| Gregory W Jones | — | 4 août 2026 F | 11 859 | 0 | 0 | $0 |
| Michael Jared Smith | — | 4 août 2026 F | 178 423 | 0 | 0 | $0 |
| Eryk J Spytek | — | 4 août 2026 F | 32 174 | 0 | 0 | $0 |
| Peter J Bensen | — | 6 avril 2026 P | 17 204 | 1 | 0 | $197 200 |
| Lawrence E. Kurzius | — | 2 octobre 2025 A | 5 461 | 0 | 0 | $0 |
| Andre J Hawaux | — | 2 octobre 2025 A | 44 532 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 3 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 |
|---|---|---|---|---|---|
| CONTINENTAL GRAIN CO, FRIBOURG PAUL J, GENDASON ARI DAVID, ZIMMERMAN MICHAEL J, FRIBOURG CHARLES ×9 dépôts | 1 juillet 2025 | 1,50% | Amendement | Campagne de conseil d'administration | SEC |
| JANA PARTNERS MANAGEMENT, LP ×10 dépôts | 1 juillet 2025 | 4,90% | Amendement | Campagne de conseil d'administration | SEC |
| Continental Grain Company, Paul J. Fribourg, Ari D. Gendason | 18 octobre 2024 | — | 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 100 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 |
|---|---|---|---|---|
| PSCC · Invesco Exchange-Traded Fund Trust … | 11,29% | 91 042 SH | 21 août 2026 | Quotidien |
| FXG · First Trust Exchange-Traded AlphaDE… | 3,37% | 188 911 NS | 30 avril 2026 | N-PORT |
| LBAY · Tidal Trust I | 3,36% | 13 722 NS | 31 mai 2026 | N-PORT |
| MDPL · Northern Lights Fund Trust IV | 3,17% | 44 670 NS | 31 mai 2026 | N-PORT |
| KEAT · EA Series Trust | 1,32% | 36 422 NS | 30 avril 2026 | N-PORT |
| VEGI · iShares, Inc. | 1,29% | 36 352 SH | 21 août 2026 | Quotidien |
| CVAR · ETF Opportunities Trust | 0,75% | 6 635 NS | 30 avril 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,64% | 292 981 SH | 19 août 2026 | Quotidien |
| WBIF · Absolute Shares Trust | 0,64% | 3 472 NS | 30 juin 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,50% | 191 279 SH | 21 août 2026 | Quotidien |
| NUSC · Nushares ETF Trust | 0,47% | 138 136 NS | 30 avril 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,47% | 21 724 SH | 21 août 2026 | Quotidien |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,46% | 3 504 000 | 21 août 2026 | Quotidien |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,43% | 21 545 NS | 30 avril 2026 | N-PORT |
| VDC · VANGUARD WORLD FUND | 0,37% | 793 908 SH | 19 août 2026 | Quotidien |
| COPY · RBB Fund Trust | 0,37% | 29 186 NS | 31 mai 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,32% | 105 939 NS | 30 avril 2026 | N-PORT |
| IYK · iShares Trust | 0,32% | 84 813 SH | 21 août 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,32% | 482 805 SH | 19 août 2026 | Quotidien |
| BKSE · BNY Mellon ETF Trust | 0,27% | 4 974 NS | 30 avril 2026 | N-PORT |
| SAA · ProShares Trust | 0,27% | 1 662 NS | 31 mai 2026 | N-PORT |
| ESSC · Strategy Shares | 0,24% | 1 424 NS | 30 avril 2026 | N-PORT |
| ISCV · iShares Trust | 0,22% | 29 057 SH | 20 août 2026 | Quotidien |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,21% | 64 436 NS | 30 avril 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,20% | 32 154 SH | 21 août 2026 | Quotidien |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 18 400 NS | 30 avril 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 422 721 NS | 30 avril 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 157 NS | 30 avril 2026 | N-PORT |
| FDL · First Trust Exchange-Traded Fund | 0,13% | 220 096 NS | 30 juin 2026 | N-PORT |
| ESML · iShares Trust | 0,13% | 68 736 SH | 21 août 2026 | Quotidien |
| VBR · VANGUARD INDEX FUNDS | 0,12% | 1 905 934 SH | 19 août 2026 | Quotidien |
| APUE · Trust for Professional Managers | 0,11% | 66 772 NS | 31 mai 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 52 720 NS | 30 avril 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,11% | 375 708 NS | 31 mai 2026 | N-PORT |
| ISCB · iShares Trust | 0,11% | 5 878 SH | 21 août 2026 | Quotidien |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 17 129 NS | 30 avril 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,10% | 14 447 NS | 31 mai 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 9 763 NS | 30 avril 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,10% | 284 064 NS | 31 mai 2026 | N-PORT |
| SMMD · iShares Trust | 0,09% | 67 690 SH | 21 août 2026 | Quotidien |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1 583 284 SH | 19 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3 003 768 SH | 19 août 2026 | Quotidien |
| IWS · iShares Trust | 0,07% | 200 223 SH | 20 août 2026 | Quotidien |
| WSML · iShares Trust | 0,06% | 8 062 SH | 21 août 2026 | Quotidien |
| VFVA · VANGUARD WELLINGTON FUND | 0,06% | 11 330 SH | 19 août 2026 | Quotidien |
| DIVB · iShares Trust | 0,06% | 21 313 SH | 21 août 2026 | Quotidien |
| OUSM · ALPS ETF Trust | 0,06% | 11 710 NS | 31 mai 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0,05% | 1 308 NS | 30 juin 2026 | N-PORT |
| DGRO · iShares Trust | 0,05% | 435 278 SH | 21 août 2026 | Quotidien |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,05% | 4 899 NS | 31 mai 2026 | N-PORT |