SBAC SBA Communications Corporation - Class A Common Stock

NASDAQ · Real Estate · Voir sur SEC EDGAR ↗
$182,97
Prix · Aoû 18, 2026
Données fondamentales au Aoû 6, 2026

À propos de SBA Communications Corporation - Class A Common Stock Présentation de l'entreprise depuis Wikipedia

SBA Communications est une entreprise de gestion des antennes de télécommunications. Elle est basée en Floride à Boca Raton.

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SBA Communications est une entreprise de gestion des antennes de télécommunications. Elle est basée en Floride à Boca Raton.

Source : Wikipedia, CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

SBAC Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

Prix
$182.97
Capitalisation Boursière
$19.33B
P/E (TTM)
18.7
BPA (TTM)
$9.80
Revenus (TTM)
$2.82B
Rendement div.
2.5%
ROE
-21.5%
Dette/Capitaux propres
-2.7
Fourchette 52 semaines
$162 – $225

SBAC 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

Revenus et bénéfice net $2.82B
10-point trend, +72.4%
2016-12-31 2025-12-31
BPA $9.80
10-point trend, +1506.6%
2016-12-31 2025-12-31
Flux de trésorerie libre $1.07B
10-point trend, +77.0%
2016-12-31 2025-12-31
Marges 37.4%
10-point trend, +1.7%
2016-12-31 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
SBAC
Médiane des pairs
P/E (TTM)
5-point trend, -89.1%
18.7
26.9
P/S (TTM)
5-point trend, -60.5%
6.9
7.2
P/B
5-point trend, +47.5%
-4.0
22.6
EV / EBITDA
5-point trend, -44.8%
19.5
Price / FCF (Cours / FCF)
5-point trend, -52.2%
18.1

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

Métrique
Tendance sur 5 ans
SBAC
Médiane des pairs
Gross Margin (Marge Brute)
5-point trend, -1.2%
75.5%
74.0%
Operating Margin (Marge d'exploitation)
5-point trend, +40.7%
47.7%
Net Profit Margin (Marge nette)
5-point trend, +263.8%
37.4%
26.8%
ROA
5-point trend, +265.3%
9.2%
4.6%
ROE
5-point trend, -363.8%
-21.5%
21.0%
ROIC
5-point trend, +35.1%
14.2%

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
SBAC
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
5-point trend, -14.1%
-2.7
Current Ratio (Ratio de liquidité)
5-point trend, -71.0%
0.3
0.3
Quick Ratio (Ratio de liquidité réduite)
5-point trend, -78.3%
0.2

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
SBAC
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, +21.9%
5.1%
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, +21.9%
2.2%
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, +21.9%
6.2%
EPS YoY (BPA Année/Année)
5-point trend, +357.9%
41.2%
Net Income YoY (Bénéfice net YoY)
5-point trend, +343.4%
40.6%

Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

Métrique
Tendance sur 5 ans
SBAC
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, +357.9%
$9.80

Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
Tendance sur 5 ans
SBAC
Médiane des pairs
Payout Ratio (Ratio de distribution)
5-point trend, -57.4%
45.5%

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

Rendement du Dividende
2.5%
Ratio de distribution
45.5%
CAGR des dividendes sur 5 ans
Date ex-dividendeMontant
22 mai 2026$1,2500
13 mars 2026$1,2500
13 novembre 2025$1,1100
21 août 2025$1,1100
22 mai 2025$1,1100
13 mars 2025$1,1100
14 novembre 2024$0,9800
22 août 2024$0,9800
22 mai 2024$0,9800
13 mars 2024$0,9800
15 novembre 2023$0,8500
23 août 2023$0,8500
25 mai 2023$0,8500
9 mars 2023$0,8500
16 novembre 2022$0,7100
24 août 2022$0,7100
18 mai 2022$0,7100
9 mars 2022$0,7100
17 novembre 2021$0,5800
25 août 2021$0,5800

SBAC Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

ACHAT 27 analystes
  • Achat fort 4 14,8%
  • Achat 13 48,1%
  • Conserver 10 37,0%
  • Vente 0 0,0%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

20 analystes · 2026-08-18
Objectif médian $229.50 +25,4%
Objectif moyen $228.25 +24,7%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

Surprise Moyenne
-0.19%
Période EPS Actual BPA est. Surprise
30 juin 2026 $1.87 $1.92 -0.05%
31 mars 2026 $1.74 $1.81 -0.07%
31 décembre 2025 $3.47 $3.87 -0.40%
30 septembre 2025 $2.20 $2.24 -0.04%
30 juin 2025 $2.09 $2.16 -0.07%
31 mars 2025 $1.77 $2.27 -0.50%

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
SBAC $20.44B 19.7 5.1% 37.4% -21.5% 75.5%
AMT $81.87B 32.5 5.1% 24.7% 74.7%
CCI $38.66B 88.0 -4.4% 10.4% -29.4%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

Compte de résultat 16
Données annuelles Compte de résultat pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +84.4% $2.82B $2.68B $2.71B $2.63B $2.31B $2.08B $2.01B $1.87B $1.73B $1.63B $1.64B $1.53B
Cost of Revenue 12-point trend, -53.6% $199M $119M $140M $223M $159M $103M $119M $96M $87M $421M $444M $428M
Gross Profit 12-point trend, +93.4% $2.12B $2.10B $2.10B $1.96B $1.76B $1.61B $1.52B $1.40B $1.28B $1.21B $1.19B $1.10B
SG&A Expense 12-point trend, +168.7% $278M $259M $268M $262M $220M $194M $193M $143M $131M $143M $115M $103M
Operating Expenses 12-point trend, +23.7% $1.47B $1.24B $1.79B $1.71B $1.53B $1.45B $1.43B $1.32B $1.27B $1.25B $1.33B $1.19B
Operating Income 12-point trend, +299.0% $1.34B $1.44B $924M $925M $782M $634M $583M $544M $459M $387M $312M $337M
Interest Income 12-point trend, +4578.9% $32M $42M $18M $10M $3M $3M $6M $7M $11M $11M $4M $677.0K
Other Non-op 12-point trend, +3345.7% $366M $-250M $63M $10M $-74M $-222M $14M $-86M $-2M $94M $-139M $11M
Pretax Income 12-point trend, +8031.3% $1.24B $773M $549M $526M $253M $-18M $187M $52M $117M $87M $-167M $-16M
Income Tax 12-point trend, +2072.3% $188M $24M $51M $66M $15M $-42M $40M $4M $13M $11M $9M $9M
Net Income 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
EPS (Basic) 12-point trend, +5273.7% $9.83 $6.96 $4.64 $4.27 $2.17 $0.22 $1.30 $0.41 $0.86 $0.61 $-1.37 $-0.19
EPS (Diluted) 12-point trend, +5257.9% $9.80 $6.94 $4.61 $4.22 $2.14 $0.21 $1.28 $0.41 $0.86 $0.61 $-1.37 $-0.19
Shares (Basic) 12-point trend, -16.8% 107,207,000 107,644,000 108,204,000 107,957,000 109,328,000 111,532,000 112,809,000 114,909,000 119,860,000 124,448,000 127,794,000 128,919,000
Shares (Diluted) 12-point trend, -16.6% 107,533,000 108,080,000 108,907,000 109,386,000 111,177,000 113,465,000 114,693,000 116,515,000 121,022,000 125,144,000 127,794,000 128,919,000
EBITDA 12-point trend, +69.7% $1.64B $1.71B $1.64B $1.63B $1.48B $1.36B $1.28B $1.22B $1.10B $1.03B $972M $964M
Bilan 27
Données annuelles Bilan pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +570.8% $265M $190M $209M $144M $367M $309M $108M $143M $69M $146M $118M $39M
Short-term Investments 10-point trend, +18.9% $7M $255M $1M $1M $778.0K $700.0K $500.0K · · $223.0K $706.0K $6M
Receivables 12-point trend, +64.2% $171M $146M $183M $184M $102M $74M $132M $111M $91M $78M $83M $104M
Prepaid Expense 12-point trend, +49.1% $142M $417M $39M $33M $31M $24M $37M $63M $50M $52M $50M $95M
Other Current Assets 10-point trend, +90.3% $35M $23M $17M $13M $16M $13M $28M $15M $16M $18M · ·
Current Assets 12-point trend, +136.6% $773M $1.98B $484M $483M $614M $473M $334M $374M $260M $325M $294M $327M
PP&E (Net) 12-point trend, +23.1% $3.40B $2.79B $2.71B $2.71B $2.58B $2.68B $2.79B $2.79B $2.81B $2.79B $2.78B $2.76B
PP&E (Gross) 12-point trend, +64.8% $7.76B $7.07B $6.96B $6.69B $6.28B $6.12B $5.99B $5.71B $5.49B $5.23B $4.98B $4.71B
Accum. Depreciation 12-point trend, +124.0% $4.36B $4.28B $4.25B $3.97B $3.70B $3.45B $3.19B $2.92B $2.68B $2.44B $2.19B $1.95B
Intangibles 12-point trend, -31.2% $2.88B $2.39B $2.46B $2.78B $2.80B $3.16B $3.63B $3.33B $3.60B $3.66B $3.74B $4.19B
Other Non-current Assets 12-point trend, +39.6% $652M $657M $812M $722M $576M $478M $432M $722M $650M $587M $501M $467M
Total Assets 12-point trend, +47.6% $11.58B $11.42B $10.18B $10.59B $9.80B $9.16B $9.76B $7.21B $7.32B $7.36B $7.31B $7.84B
Accounts Payable 12-point trend, +70.4% $73M $60M $42M $51M $34M $110M $32M $34M $33M $28M $27M $43M
Accrued Liabilities 12-point trend, +42.6% $94M $82M $93M $101M $68M $63M $68M $64M $70M $61M $64M $66M
Current Liabilities 12-point trend, +709.0% $2.68B $1.80B $1.36B $697M $616M $615M $1.05B $1.21B $279M $873M $273M $331M
Capital Leases 12-point trend, +154942.3% $2.11B $1.90B $1.86B $2.04B $1.98B $2.09B $2.28B $811.0K $850.0K $2M $2M $1M
Deferred Tax 5-point trend, -57.6% · · · · · · · $33M $29M $27M $25M $77M
Other Non-current Liabilities 12-point trend, +71.7% $588M $368M $404M $248M $191M $186M $271M $387M $350M $335M $314M $343M
Long-term Debt 12-point trend, +64.1% $12.90B $13.59B $12.32B $12.87B $12.30B $11.10B $10.33B $9.94B $9.31B $8.78B $8.45B $7.86B
Total Debt 12-point trend, +64.1% $12.90B $13.59B $12.32B $12.87B $12.30B $11.10B $10.33B $9.94B $9.31B $8.78B $8.54B $7.86B
Common Stock 12-point trend, -18.1% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 12-point trend, +48.3% $3.06B $2.98B $2.89B $2.80B $2.68B $2.59B $2.46B $2.27B $2.17B $2.01B $1.96B $2.06B
Retained Earnings 12-point trend, -185.2% $-7.25B $-7.33B $-7.45B $-7.48B $-7.20B $-6.60B $-5.56B $-5.14B $-4.39B $-3.64B $-3.17B $-2.54B
AOCI 12-point trend, -263.9% $-664M $-760M $-615M $-591M $-762M $-808M $-569M $-512M $-379M $-370M $-502M $-182M
Stockholders' Equity 12-point trend, -634.5% $-4.85B $-5.11B $-5.17B $-5.28B $-5.28B $-4.82B $-3.67B $-3.38B $-2.60B $-2.00B $-1.71B $-661M
Liabilities + Equity 12-point trend, +47.6% $11.58B $11.42B $10.18B $10.59B $9.80B $9.16B $9.76B $7.21B $7.32B $7.36B $7.31B $7.84B
Shares Outstanding 12-point trend, -18.2% 105,666,000 107,561,000 108,050,000 107,997,000 108,956,000 109,819,000 111,775,000 112,433,000 116,446,000 121,004,000 125,743,000 129,134,000
Flux de trésorerie 14
Données annuelles Flux de trésorerie pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A 12-point trend, -53.4% $292M $270M $716M $708M $700M $722M $697M $672M $643M $638M $660M $627M
Stock-based Comp 12-point trend, +234.1% $76M $74M $88M $100M $84M $69M $73M $42M $38M $33M $29M $23M
Deferred Tax 11-point trend, +19607.7% $104M $-13M $5M $33M $-9M $-63M $16M $-15M · $1M $-5.0K $530.0K
Amort. of Intangibles 12-point trend, -66.0% $115M $107M $397M $406M $412M $434M $415M $403M $384M $370M $363M $338M
Other Non-cash 12-point trend, -614.1% $-235M $255M $234M $-16M $176M $374M $53M $89M $33M $-6M $224M $46M
Operating Cash Flow 12-point trend, +91.5% $1.29B $1.33B $1.54B $1.29B $1.19B $1.13B $970M $851M $818M $743M $723M $674M
CapEx 12-point trend, +6.4% $225M $228M $237M $214M $134M $129M $154M $150M $147M $140M $209M $211M
Investing Cash Flow 11-point trend, +18.3% $-602M $-809M $-468M $-1.39B $-1.42B $-446M $-947M $-618M $-605M $-428M $-737M ·
Stock Repurchased 11-point trend, +10.6% $498M $200M $100M $432M $583M $859M $467M $796M $855M $546M $450M ·
Net Stock Activity 11-point trend, -10.6% $-498M $-200M $-100M $-432M $-583M $-859M $-467M $-796M $-855M $-546M $-450M ·
Dividends Paid 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·
Financing Cash Flow 11-point trend, -2296.1% $-1.66B $646M $-1.02B $-135M $339M $-469M $-62M $-149M $-295M $-289M $76M ·
Net Change in Cash 12-point trend, -1096.9% $-964M $1.15B $62M $-246M $93M $202M $-37M $74M $-82M $39M $49M $-81M
Free Cash Flow 12-point trend, +131.7% $1.07B $1.11B $1.31B $1.07B $1.06B $997M $816M $701M $671M $603M $528M $460M
Rentabilité 8
Données annuelles Rentabilité pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +4.9% 75.5% 78.3% 77.4% 74.6% 76.4% 77.1% 75.5% 74.9% 74.2% 74.2% 72.9% 71.9%
Operating Margin 12-point trend, +116.4% 47.7% 53.6% 34.1% 35.1% 33.9% 30.4% 29.0% 29.2% 26.5% 23.7% 19.1% 22.0%
Net Margin 12-point trend, +2454.1% 37.4% 28.0% 18.5% 17.5% 10.3% 1.2% 7.3% 2.5% 6.0% 4.7% -10.7% -1.6%
Pretax Margin 12-point trend, +4383.5% 44.1% 28.8% 20.2% 20.0% 10.9% -0.85% 9.3% 2.8% 6.8% 5.3% -10.2% -1.0%
EBITDA Margin 12-point trend, -8.0% 58.1% 63.6% 60.5% 62.0% 64.2% 65.1% 63.6% 65.2% 63.8% 62.8% 59.4% 63.1%
ROA 12-point trend, +2878.8% 9.2% 6.9% 4.8% 4.5% 2.5% 0.25% 1.7% 0.65% 1.4% 1.0% -2.3% -0.33%
ROE 12-point trend, -234.6% -21.5% -14.6% -9.7% -8.7% -4.6% -0.52% -4.1% -1.5% -4.5% -4.1% 14.8% 16.0%
ROIC 12-point trend, +95.4% 14.2% 16.4% 11.7% 10.7% 10.5% -13.7% 6.9% 7.6% 6.1% 5.0% 4.8% 7.2%
Liquidité et Solvabilité 4
Données annuelles Liquidité et Solvabilité pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -70.8% 0.3 1.1 0.4 0.7 1.0 0.8 0.3 0.3 0.9 0.4 1.1 1.0
Quick Ratio 12-point trend, -63.4% 0.2 0.3 0.3 0.5 0.8 0.6 0.2 0.2 0.6 0.3 0.7 0.5
Debt / Equity 12-point trend, +77.7% -2.7 -2.7 -2.4 -2.4 -2.3 -2.3 -2.8 -2.9 -3.6 -4.4 -5.0 -11.9
LT Debt / Equity 12-point trend, +80.9% -2.3 -2.4 -2.3 -2.4 -2.3 -2.3 -2.7 -2.7 -3.6 -4.1 -5.0 -11.8
Efficacité 2
Données annuelles Efficacité pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +17.3% 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.3 0.2 0.2 0.2 0.2
Receivables Turnover 12-point trend, +2.1% 17.8 16.3 14.8 18.4 26.2 20.2 16.6 18.5 20.4 20.2 17.5 17.4
Par action 5
Données annuelles Par action pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -238.5% $-45.93 $-47.51 $-47.86 $-48.86 $-48.49 $-43.93 $-32.81 $-30.03 $-22.32 $-16.49 $-13.57 ·
Revenue / Share 10-point trend, +100.6% $26.18 $24.79 $24.90 $24.07 $20.77 $18.36 $17.57 $16.01 $14.28 $13.05 · ·
Cash Flow / Share 10-point trend, +102.4% $12.01 $12.35 $14.18 $11.75 $10.70 $9.92 $8.46 $7.30 $6.76 $5.93 · ·
Cash / Share 11-point trend, +166.7% $2.50 $1.76 $1.93 $1.33 $3.37 $2.81 $0.97 $1.28 $0.59 $1.21 $0.94 ·
EPS (TTM) 12-point trend, +5257.9% $9.80 $6.94 $4.61 $4.22 $2.14 $0.21 $1.28 $0.41 $0.86 $0.61 $-1.37 $-0.19
Taux de croissance 10
Données annuelles Taux de croissance pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -53.3% 5.1% -1.2% 3.0% 14.1% 10.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -75.5% 2.2% 5.1% 9.2% · · · · · · · · ·
Revenue CAGR 5Y 6.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -95.5% 41.2% 50.5% 9.2% 97.2% 919.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -82.0% 32.4% 48.0% 180.0% · · · · · · · · ·
EPS CAGR 5Y 115.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, -95.4% 40.6% 49.4% 8.8% 94.2% 885.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -81.9% 31.7% 46.7% 175.1% · · · · · · · · ·
Net Income CAGR 5Y 112.9% · · · · · · · · · · ·
Dividend CAGR 5Y 18.2% · · · · · · · · · · ·
Valorisation (TTM) 16
Données annuelles Valorisation (TTM) pour SBAC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +84.4% $2.82B $2.68B $2.71B $2.63B $2.31B $2.08B $2.01B $1.87B $1.73B $1.63B $1.64B $1.53B
Net Income TTM 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
Market Cap 11-point trend, +54.7% $20.44B $21.92B $27.41B $30.27B $42.39B $30.98B $26.94B $18.20B $19.02B $12.49B $13.21B ·
Enterprise Value 11-point trend, +52.8% $33.07B $35.07B $39.53B $43.00B $54.32B $41.77B $37.16B $28.00B $28.26B $21.12B $21.64B ·
P/E 12-point trend, +103.4% 19.7 29.4 55.0 66.4 181.8 1343.5 188.3 394.9 190.0 169.3 -76.7 -582.9
P/S 11-point trend, -10.0% 7.3 8.2 10.1 11.5 18.4 14.9 13.4 9.8 11.0 7.7 8.1 ·
P/B 11-point trend, +45.6% -4.2 -4.3 -5.3 -5.7 -8.0 -6.4 -7.3 -5.4 -7.3 -6.3 -7.7 ·
P / Cash Flow 11-point trend, -11.7% 15.8 16.4 17.7 23.5 35.6 27.5 27.8 21.4 23.2 16.8 17.9 ·
P / FCF 11-point trend, -23.3% 19.2 19.8 21.0 28.3 40.1 31.1 33.0 26.0 28.3 20.7 25.0 ·
EV / EBITDA 11-point trend, -9.1% 20.2 20.6 24.1 26.3 36.6 30.8 29.0 23.0 25.7 20.6 22.2 ·
EV / FCF 11-point trend, -24.3% 31.0 31.7 30.2 40.1 51.4 41.9 45.6 39.9 42.1 35.1 40.9 ·
EV / Revenue 11-point trend, -11.0% 11.7 13.1 14.6 16.3 23.5 20.1 18.4 15.0 16.4 12.9 13.2 ·
Dividend Yield 7-point trend, +654.8% 2.3% 1.9% 1.4% 1.0% 0.60% 0.67% 0.31% · · · · ·
Earnings Yield 12-point trend, +3082.4% 5.1% 3.4% 1.8% 1.5% 0.55% 0.07% 0.53% 0.25% 0.53% 0.59% -1.3% -0.17%
Payout Ratio 7-point trend, -19.9% 45.5% 56.6% 73.7% 66.5% 106.7% 861.6% 56.7% · · · · ·
Annual Payout 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $2.82B$2.68B$2.71B$2.63B$2.31B
Marge Brute % 75.5%78.3%77.4%74.6%76.4%
Marge d'exploitation % 47.7%53.6%34.1%35.1%33.9%
Résultat net $1.05B$750M$502M$461M$238M
BPA dilué $9.80$6.94$4.61$4.22$2.14
Bilan
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dette / Capitaux propres -2.7-2.7-2.4-2.4-2.3
Ratio de liquidité 0.31.10.40.71.0
Ratio de liquidité réduite 0.20.30.30.50.8
Flux de trésorerie
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flux de trésorerie libre $1.07B$1.11B$1.31B$1.07B$1.06B

Dernières actualités Actualités récentes mentionnant cette entreprise

Signaux de trading Signaux d'achat/vente récents avec prix d'entrée et ratio risque/récompense

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Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.

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Détenteurs institutionnels (13F) 744 déclarants · $12.5B 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.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
99 (-4 vs T. préc.) 65 (-30 vs T. préc.) 242 (+30 vs T. préc.) 221 (-24 vs T. préc.) +19.7M

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
Dodge & Cox $2 174 561 401 12 323 254 17,40% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $1 732 318 231 9 817 059 13,86% Actions
VANGUARD CAPITAL MANAGEMENT LLC $1 224 098 079 6 936 972 9,80% Actions
STATE STREET CORP $903 345 325 5 119 264 7,23% Actions
GEODE CAPITAL MANAGEMENT, LLC $495 816 641 2 821 070 3,97% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $301 789 833 1 710 245 2,42% Actions
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $276 754 041 1 568 367 2,21% Actions
NORGES BANK $261 810 879 1 483 684 2,10% Actions
DIMENSIONAL FUND ADVISORS LP $261 561 482 1 482 271 2,09% Actions
Diamond Hill Capital Management, LLC (Investment Advisor) $228 366 591 1 294 155 1,83% Actions
CITADEL ADVISORS LLC $213 326 729 1 208 924 1,71% Actions
Alyeska Investment Group, L.P. $175 058 378 992 057 1,40% Actions
CANADA PENSION PLAN INVESTMENT BOARD $160 195 329 907 828 1,28% Actions
Long Pond Capital, LP $158 587 249 898 715 1,27% Actions
FMR LLC $154 090 918 873 234 1,23% Actions
EARNEST PARTNERS LLC $135 516 516 767 973 1,08% Actions
MILLENNIUM MANAGEMENT LLC $123 469 238 699 701 0,99% Actions
NORDEA INVESTMENT MANAGEMENT AB $111 874 471 636 917 0,90% Actions
VANGUARD FIDUCIARY TRUST CO $105 071 695 595 442 0,84% Actions
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $101 896 827 577 450 0,82% Actions
Permit Capital, LLC $101 519 556 575 312 0,81% Actions
ATLAS Infrastructure Partners (UK) Ltd. $93 951 186 532 422 0,75% Actions
Long Pond Capital, LP $86 465 400 490 000 0,69% Option d'achat
RUSH ISLAND MANAGEMENT, LP $80 516 933 456 290 0,64% Actions
Woodline Partners LP $65 648 767 372 032 0,53% Actions
GRS Advisors, LLC $65 090 624 368 869 0,52% Actions
Quantinno Capital Management LP $61 494 759 348 491 0,49% Actions
CI INVESTMENTS INC. $61 196 504 346 801 0,49% Actions
GOLDMAN SACHS GROUP INC $60 418 201 342 390 0,48% Actions
REAVES W H & CO INC $56 901 997 322 464 0,46% Actions
Legal & General Group Plc $53 149 928 301 201 0,43% Actions
Swiss National Bank $52 638 018 298 300 0,42% Actions
AMERIPRISE FINANCIAL INC $49 917 991 282 872 0,40% Actions
BNP PARIBAS FINANCIAL MARKETS $46 870 070 265 613 0,38% Actions
Mitsubishi UFJ Asset Management Co., Ltd. $46 487 152 263 443 0,37% Actions
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $44 821 016 254 001 0,36% Actions
BANK OF AMERICA CORP /DE/ $41 023 597 232 481 0,33% Actions
RHUMBLINE ADVISERS $40 909 847 231 837 0,33% Actions
Vanguard Global Advisers, LLC $40 318 287 228 484 0,32% Actions
VANGUARD ASSET MANAGEMENT, Ltd $36 248 413 205 420 0,29% Actions
Jain Global LLC $34 752 385 196 942 0,28% Actions
NEUBERGER BERMAN GROUP LLC $34 645 152 196 334 0,28% Actions
Sumitomo Mitsui Trust Group, Inc. $33 873 085 191 959 0,27% Actions
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $33 815 206 191 631 0,27% Actions
VANGUARD GROUP INC $33 663 203 174 033 0,27% Actions
BlackRock, Inc. $33 583 338 190 317 0,27% Actions
Qube Research & Technologies Ltd $33 338 588 188 930 0,27% Actions
Clearbridge Investments, LLC $32 767 884 185 696 0,26% Actions
Ilex Capital Partners (UK) LLP $30 701 570 173 986 0,25% Actions
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $29 324 102 170 380 0,23% Actions
BOOTHBAY FUND MANAGEMENT, LLC $29 287 949 165 975 0,23% Actions
SORA INVESTORS LLC $26 115 198 147 995 0,21% Actions
Nuveen Asset Management, LLC $25 838 987 126 786 0,21% Actions
Kodai Capital Management LP $25 777 692 117 166 0,21% Actions
California Public Employees Retirement System $24 495 295 138 815 0,20% Actions
Universal- Beteiligungs- und Servicegesellschaft mbH $23 167 418 131 116 0,19% Actions
BARCLAYS PLC $22 743 577 128 888 0,18% Actions
Partners Group Holding AG $22 422 596 127 069 0,18% Actions
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $21 746 577 123 238 0,17% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $20 945 802 118 700 0,17% Option de vente
Magellan Asset Management Ltd $20 462 831 115 963 0,16% Actions
Benchstone Capital Management LP $20 091 030 113 856 0,16% Actions
UniSuper Management Pty Ltd $19 355 721 109 689 0,15% Actions
Skylands Capital, LLC $19 212 965 108 880 0,15% Actions
Vanguard Investments Australia, Ltd. $19 106 912 108 279 0,15% Actions
Maryland State Retirement & Pension System $18 666 821 105 785 0,15% Actions
TUDOR INVESTMENT CORP ET AL $18 337 900 103 921 0,15% Actions
AVIVA PLC $18 316 372 103 799 0,15% Actions
ENVESTNET ASSET MANAGEMENT INC $18 167 091 102 953 0,15% Actions
JONES FINANCIAL COMPANIES LLLP $18 080 146 98 390 0,14% Actions
ALLIANCEBERNSTEIN L.P. $18 059 502 104 930 0,14% Actions
KETTLE HILL CAPITAL MANAGEMENT, LLC $17 845 047 101 128 0,14% Actions
OMERS ADMINISTRATION Corp $16 012 157 90 741 0,13% Actions
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $15 892 341 90 062 0,13% Actions
LAZARD ASSET MANAGEMENT LLC $15 862 342 89 892 0,13% Actions
TORONTO DOMINION BANK $15 469 895 87 668 0,12% Actions
Swedbank AB $15 283 376 86 611 0,12% Actions
MANUFACTURERS LIFE INSURANCE COMPANY, THE $14 931 869 84 619 0,12% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14 628 534 82 900 0,12% Option d'achat
Retirement Systems of Alabama $14 416 782 81 700 0,12% Actions
Moran Wealth Management, LLC $13 979 161 79 220 0,11% Actions
TWO SIGMA ADVISERS, LP $13 810 902 71 400 0,11% Actions
STATE OF WISCONSIN INVESTMENT BOARD $13 513 483 76 581 0,11% Actions
CENTERSQUARE INVESTMENT MANAGEMENT LLC $13 077 451 74 110 0,10% Actions
Nuveen, LLC $12 816 290 72 630 0,10% Actions
FIRST TRUST ADVISORS LP $12 566 888 71 217 0,10% Actions
Hudson Bay Capital Management LP $12 440 430 70 500 0,10% Actions
TEACHER RETIREMENT SYSTEM OF TEXAS $12 424 372 70 409 0,10% Actions
BANK OF MONTREAL /CAN/ $12 271 558 69 543 0,10% Actions
STEADFAST CAPITAL MANAGEMENT LP $11 822 820 67 000 0,09% Actions
Pictet Asset Management Holding SA $11 580 717 65 628 0,09% Actions
Verition Fund Management LLC $11 575 247 65 597 0,09% Actions
Aberdeen Group plc $11 531 308 65 348 0,09% Actions
APG Asset Management N.V. $11 448 524 74 176 0,09% Actions
NEW YORK STATE COMMON RETIREMENT FUND $11 238 561 63 689 0,09% Actions
Walleye Capital LLC $11 140 802 63 135 0,09% Actions
AVENIR CORP $10 936 814 61 979 0,09% Actions
MACQUARIE GROUP LTD $10 869 936 61 600 0,09% Actions
NATIXIS $10 733 709 60 828 0,09% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $10 710 233 62 229 0,09% Actions

Initiés de la société 31 initiés · 12 dirigeants · 14 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Anthony J Macaione Senior Vice President and CFO 10 septembre 2008 M 43 875 0 0 $0
Donald Day EVP - SITE LEASING 1 août 2026 M 9 992 0 0 $0
Jason V Silberstein EVP - Site Leasing 29 décembre 2023 G 29 508 0 0 $0
Brian D Lazarus SVP & Chief Accounting Officer 13 décembre 2023 M 7 085 0 0 $0
Mark R Ciarfella EVP - Operations 29 novembre 2023 M 29 005 0 0 $0
Joshua Koenig Executive VP/General Counsel 27 novembre 2023 S 5 181 0 0 $0
Marc Montagner EVP - Finance 17 octobre 2023 A 0 0 $0
Richard M Cane EVP; Pres. - International 6 mars 2023 A 2 074 0 0 $0
Dipan D Patel EVP Tech., Strat. & New Bus. 6 mars 2023 A 6 540 0 0 $0
Kurt L Bagwell EVP; Pres. - International 9 mars 2022 S 29 529 0 0 $0
Thomas P Hunt Executive VP/General Counsel 4 mars 2022 A 122 743 0 0 $0
Pamela J Kline VP-Capital Markets & Treasurer 11 février 2004 A 0 0 $0
Kevin L Beebe Administrateur 22 mai 2026 A 16 644 0 0 $0
Jeffrey Stoops Administrateur 22 mai 2026 A 141 465 0 0 $0
BERNSTEIN STEVEN E Administrateur 22 mai 2026 A 7 140 0 0 $0
George R Krouse Jr Administrateur 20 novembre 2023 S 8 001 0 0 $0
Laurie Bowen Administrateur 25 mai 2023 A 0 0 $0
Amy E Wilson Administrateur 25 mai 2023 A 0 0 $0
Jay Lecoryelle Johnson Administrateur 25 mai 2023 A 110 0 0 $0
Mary S Chan Administrateur 25 mai 2023 A 4 622 0 0 $0
Fidelma Russo Administrateur 1 mai 2023 M 703 0 0 $0
Duncan Cocroft Administrateur 1 mai 2023 M 65 842 0 0 $0
Brian C Carr Administrateur 1 mai 2021 M 573 0 0 $0
Steven E Nielsen Administrateur 12 mars 2009 M 10 000 0 0 $0
Philip L Hawkins Administrateur 10 mars 2009 M 3 000 0 0 $0
Donald B Hebb JR Administrateur 30 juillet 2004 A 0 0 $0
AAT Holdings, LLC Détenteur de 10% 30 mai 2006 S 6 512 686 0 0 $0
Jack Langer 22 mai 2026 A 8 704 0 0 $0
Brendan Thomas Cavanagh 5 mars 2026 A 63 782 0 0 $0
John F Fiedor 9 juin 2004 M 0 0 0 $0
Richard W Miller 6 mai 2004 A 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Activistes et détenteurs de 5%+ 4 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
Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 dépôts 24 février 2004 Dépôt initial SEC
Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 dépôts 22 décembre 2003 Dépôt initial SEC
Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 28 février 2003 Dépôt initial Investissement passif SEC
Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or 18 février 2003 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 169 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
LPRE · Exchange Listed Funds Trust 5,45% 42 002 NS 31 mai 2026 N-PORT
IDGT · iShares Trust 5,28% 147 702 SH 8 août 2026 Quotidien
REAI · Tidal Trust I 4,91% 239 NS 30 avril 2026 N-PORT
SRVR · Pacer Funds Trust 4,86% 86 875 NS 30 avril 2026 N-PORT
TMFM · RBB Fund, Inc. 4,49% 25 794 NS 31 mai 2026 N-PORT
IRET · Tidal Trust II 3,81% 456 NS 30 avril 2026 N-PORT
DTCR · Global X Funds 3,62% 382 444 NS 31 mai 2026 N-PORT
RSPR · Invesco Exchange-Traded Fund Trust 2,88% 15 684 8 août 2026 Quotidien
RNTY · Tidal Trust II 2,66% 612 NS 30 avril 2026 N-PORT
RDOG · ALPS ETF Trust 2,15% 1 185 NS 31 mai 2026 N-PORT
ICF · iShares Trust 2,10% 242 174 SH 8 août 2026 Quotidien
DFAR · Dimensional ETF Trust 1,80% 137 276 NS 30 avril 2026 N-PORT
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 1,70% 39 553 NS 31 mai 2026 N-PORT
DRN · Direxion Shares ETF Trust 1,64% 3 484 NS 30 avril 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 1,64% 1 103 NS 30 avril 2026 N-PORT
URE · ProShares Trust 1,59% 4 390 NS 31 mai 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 1,57% 102 132 NS 30 avril 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 1,53% 753 739 NS 31 mai 2026 N-PORT
EPSB · Harbor ETF Trust 1,48% 311 NS 30 avril 2026 N-PORT
IYR · iShares Trust 1,40% 348 399 SH 8 août 2026 Quotidien
TMFG · RBB Fund, Inc. 1,22% 21 376 NS 31 mai 2026 N-PORT
DFGR · Dimensional ETF Trust 1,20% 189 608 NS 30 avril 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 1,19% 47 520 NS 31 mai 2026 N-PORT
EPMB · Harbor ETF Trust 1,07% 217 NS 30 avril 2026 N-PORT
TOLZ · ProShares Trust 0,99% 8 535 NS 31 mai 2026 N-PORT
VNQ · VANGUARD SPECIALIZED FUNDS 0,99% 4 026 541 SH 8 août 2026 Quotidien
CZA · Invesco Exchange-Traded Fund Trust 0,98% 10 270 8 août 2026 Quotidien
IQRA · New York Life Investments Active ET… 0,91% 283 NS 30 avril 2026 N-PORT
FLCV · Federated Hermes ETF Trust 0,70% 3 302 NS 31 mai 2026 N-PORT
PABU · iShares Trust 0,58% 80 272 SH 8 août 2026 Quotidien
SOVF · Elevation Series Trust 0,56% 2 403 NS 30 avril 2026 N-PORT
NUMV · Nushares ETF Trust 0,55% 10 697 NS 30 avril 2026 N-PORT
GTOS · Invesco Actively Managed Exchange-T… 0,54% 662 000 8 août 2026 Quotidien
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,45% 4 169 NS 31 mai 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,41% 812 542 SH 8 août 2026 Quotidien
CAPE · DoubleLine ETF Trust 0,37% 5 530 NS 31 mars 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,34% 15 421 000 8 août 2026 Quotidien
BSCT · Invesco Exchange-Traded Self-Indexe… 0,34% 10 354 000 8 août 2026 Quotidien
BSCU · Invesco Exchange-Traded Self-Indexe… 0,33% 8 889 000 8 août 2026 Quotidien
NFRA · FlexShares Trust 0,31% 43 616 NS 30 avril 2026 N-PORT
ESLG · Strategy Shares 0,31% 270 NS 30 avril 2026 N-PORT
REVS · Columbia ETF Trust I 0,28% 3 544 NS 30 avril 2026 N-PORT
EVUS · iShares Trust 0,24% 4 955 SH 8 août 2026 Quotidien
LGDX · Tidal Trust III 0,22% 1 352 NS 30 avril 2026 N-PORT
KNCT · Invesco Exchange-Traded Fund Trust 0,21% 1 810 8 août 2026 Quotidien
IWS · iShares Trust 0,18% 159 292 SH 8 août 2026 Quotidien
GSEW · Goldman Sachs ETF Trust 0,18% 15 857 NS 31 mai 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,18% 2 298 375 SH 8 août 2026 Quotidien
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,18% 32 062 NS 30 avril 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,17% 894 385 8 août 2026 Quotidien