LII Lennox International, Inc. Common Stock
Lennox International, Inc. Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
और पढ़ें
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
History
The company was founded in 1895, in Marshalltown, Iowa, by Dave Lennox, the owner of a machine repair business for railroads. Inventors Ezra William Smith and Ernest Bryant brought their idea for a riveted steel coal-fired furnace to his machine shop to build parts for a prototype. In lieu of payment, Lennox accepted their patent, obtaining rights to the idea and founded the Lennox Furnace Co.
In 1904, DW Norris acquired the company. He managed the company until his death in 1949.
From 1964 to 1965, Lennox produced a small crawler tractor and mower called the Lennox Kitty Track 600. It featured a 6 hp (4.5 kW) Briggs & Stratton engine and a 32" mower deck.
In 1999, the company became a public company via an initial public offering.
A 2018 tornado destroyed the plant in Marshalltown, but the company would rebuild it. As of 2024, there were over 750 workers employed at that location.
Acquisitions and divestitures
In 1971, the company sold its low pressure gas cylinder business to Worthington Industries.
In 1973, Lennox acquired Heatcraft, including the Larkin, Bohn, Chandler, and Climate Control brands.
In 1998, the company acquired Pyro Industries, a manufacturer of pellet stoves.
In December 2010, the company acquired Kysor/Warren from The Manitowoc Company for $138 million.
In September 2023, the company sold its European commercial HVAC and refrigeration businesses to funds managed by Syntagma Capital.
In October 2023, the company acquired AES.
Brands
The company operates the following brands:
Home Comfort Solutions
Lennox
Armstrong Air
Ducane
AirEase
Concord Air
MagicPak
ADP Advanced Distributor Products
Allied Air
Healthy Climate Solutions
Lennox Stores
Building Climate Solutions
Lennox
Model L
CORE
Enlight
Xion
Energence
Prodigy
Strategos
Raider
Lennox VRF
Lennox National Account Services
Allied Commercial
Elite
AES Industries
AES Mechanical
ES Reclaim
Heatcraft Worldwide Refrigeration
Bohn
MAGNA
Larkin
Climate Control
Chandler Refrigeration
Frigua-Bohn
IntelliGen
Interlink
Legal issues
In 1998, the company paid $6.2 million to settle an age discrimination lawsuit brought by 11 former employees and the Equal Employment Opportunity Commission, after the employees, who were 41 to 58 years old, were fired or demoted.
In 2026, Lennox was named along with several other major HVAC manufacturers in proposed federal class-action lawsuits alleging that the companies conspired to raise and coordinate prices for HVAC equipment. One lawsuit, filed by an HVAC contractor in the United States District Court for the Eastern District of Michigan, named Lennox International and Lennox Industries as defendants along with manufacturers including Carrier Global, Trane Technologies, Daikin, Rheem, Bosch and AAON. The complaint alleged violations of federal antitrust law.
In May 2026, the federal court consolidated the related cases for pretrial proceedings and stayed discovery pending further proceedings.
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LII स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
LII स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें
10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR
| एक्स-डेट | राशि |
|---|---|
| 30 जून 2026 | $1.3600 |
| 31 मार्च 2026 | $1.3000 |
| 31 दिसमबर 2025 | $1.3000 |
| 30 सितमबर 2025 | $1.3000 |
| 30 जून 2025 | $1.3000 |
| 30 अप्रैल 2025 | $1.1500 |
| 31 दिसमबर 2024 | $1.1500 |
| 30 सितमबर 2024 | $1.1500 |
| 28 जून 2024 | $1.1500 |
| 27 मार्च 2024 | $1.1000 |
| 28 दिसमबर 2023 | $1.1000 |
| 30 अगस्त 2023 | $1.1000 |
| 29 जून 2023 | $1.1000 |
| 30 मार्च 2023 | $1.0600 |
| 29 दिसमबर 2022 | $1.0600 |
| 30 अगस्त 2022 | $1.0600 |
| 29 जून 2022 | $1.0600 |
| 30 मार्च 2022 | $0.9200 |
| 30 दिसमबर 2021 | $0.9200 |
| 29 सितमबर 2021 | $0.9200 |
LII विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
- मजबूत खरीद 4 17.4%
- खरीदें 5 21.7%
- होल्ड 12 52.2%
- बेचें 2 8.7%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
13 विश्लेषक · 2026-08-22Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $7.72 | $7.76 | -0.04% |
| 31 मार्च 2026 | $3.35 | $3.20 | 0.15% |
| 31 दिसमबर 2025 | $4.45 | $4.80 | -0.35% |
| 30 सितमबर 2025 | $6.98 | $6.88 | 0.10% |
| 30 जून 2025 | $7.82 | $6.92 | 0.90% |
| 31 मार्च 2025 | $3.37 | $3.30 | 0.07% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| LII | — | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| CARR | $44.18B | 30.7 | -3.3% | 6.8% | 10.2% | — |
| CSL | $13.11B | 18.7 | 0.33% | 14.8% | 37.8% | — |
| MAS | $12.96B | 16.4 | -3.4% | 10.7% | -349.1% | 35.4% |
| MAIR | — | — | — | — | — | — |
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| MOD | — | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| AOS | — | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह
आय विवरण 17
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Cost of Revenue | $3.46B | $3.56B | $3.43B | $3.43B | $3.01B | $2.59B | $2.73B | $2.77B | $2.71B | $2.57B | $2.52B | $2.46B | |
| Gross Profit | $1.73B | $1.78B | $1.55B | $1.28B | $1.19B | $1.04B | $1.08B | $1.11B | $1.13B | $1.08B | $947M | $903M | |
| R&D Expense | $103M | $94M | $94M | $80M | $76M | $67M | $70M | $72M | $74M | $65M | $62M | $61M | |
| SG&A Expense | $681M | $731M | $706M | $627M | $599M | $556M | $586M | $608M | $638M | $621M | $580M | $574M | |
| Operating Income | $1.04B | $1.04B | $792M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M | |
| Interest Expense | $41M | $39M | $52M | $39M | $25M | $28M | $48M | $38M | $31M | $27M | $24M | $17M | |
| Interest Income | $6M | $5M | $4M | $1M | $1M | $1M | $1M | $800.0K | $2M | $1M | $2M | $2M | |
| Other Non-op | $-3M | $-2M | $-100.0K | $-2M | $-4M | $-4M | $-2M | $-3M | $100.0K | $300.0K | $800.0K | $100.0K | |
| Pretax Income | $997M | $999M | $739M | $616M | $560M | $445M | $508M | $468M | $464M | $403M | $283M | $318M | |
| Income Tax | $191M | $188M | $148M | $119M | $96M | $88M | $99M | $108M | $157M | $124M | $95M | $110M | |
| Net Income | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| EPS (Basic) | $22.89 | $22.78 | $16.65 | $13.92 | $12.47 | $9.30 | $10.49 | $8.84 | $7.25 | $6.39 | $4.16 | $4.30 | |
| EPS (Diluted) | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 | $9.24 | $10.38 | $8.74 | $7.14 | $6.32 | $4.09 | $4.23 | |
| Shares (Basic) | 35,200,000 | 35,600,000 | 35,500,000 | 35,700,000 | 37,200,000 | 38,300,000 | 39,000,000 | 40,600,000 | 42,200,000 | 43,400,000 | 44,900,000 | 47,900,000 | |
| Shares (Diluted) | 35,400,000 | 35,800,000 | 35,700,000 | 35,800,000 | 37,500,000 | 38,600,000 | 39,400,000 | 41,100,000 | 42,800,000 | 44,000,000 | 45,600,000 | 48,600,000 | |
| EBITDA | $1.04B | $1.03B | $790M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M |
बैलेंस शीट 27
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $415M | $61M | $53M | $31M | $124M | $37M | $46M | $68M | $50M | $39M | $38M | |
| Short-term Investments | $500.0K | $7M | $8M | $8M | $6M | $5M | $3M | $0 | · | · | · | · | |
| Receivables | $579M | $661M | $595M | $608M | $508M | $448M | $478M | $473M | $506M | $470M | $423M | $421M | |
| Inventory | $1.15B | $853M | $842M | $753M | $511M | $439M | $544M | $510M | $484M | $418M | $419M | $463M | |
| Other Current Assets | $138M | $96M | $71M | $74M | $120M | $71M | $59M | $61M | $78M | $67M | $58M | $59M | |
| Current Assets | $1.90B | $2.03B | $1.58B | $1.50B | $1.18B | $1.09B | $1.12B | $1.09B | $1.14B | $1.01B | $938M | $982M | |
| PP&E (Net) | $887M | $800M | $720M | $549M | $515M | $464M | $445M | $408M | $398M | $361M | $340M | $359M | |
| PP&E (Gross) | $1.93B | $1.76B | $1.63B | $1.47B | $1.40B | $1.34B | $1.27B | $1.19B | $1.17B | $1.08B | $1.02B | $1.01B | |
| Accum. Depreciation | $1.04B | $957M | $911M | $921M | $889M | $881M | $824M | $778M | $774M | $717M | $683M | $654M | |
| Goodwill | $497M | $220M | $222M | $186M | $187M | $187M | $186M | $187M | $200M | $195M | $195M | $209M | |
| Intangibles | $273M | $45M | · | · | · | · | · | · | $9M | $7M | $6M | $28M | |
| Other Non-current Assets | $133M | $120M | $157M | $88M | $87M | $86M | $79M | $66M | $62M | $61M | $59M | $85M | |
| Total Assets | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B | |
| Accounts Payable | $438M | $490M | $375M | $427M | $402M | $340M | $372M | $433M | $349M | $361M | $320M | $324M | |
| Accrued Liabilities | $374M | $435M | $416M | $377M | $359M | $296M | $256M | $272M | $270M | $266M | $243M | $239M | |
| Short-term Debt | $226M | $0 | $150M | $0 | · | · | · | $0 | $900.0K | $52M | $204M | $227M | |
| Current Liabilities | $1.19B | $1.31B | $1.01B | $1.60B | $827M | $701M | $1.00B | $1.01B | $654M | $889M | $824M | $827M | |
| Capital Leases | $293M | $268M | $165M | $162M | $145M | $143M | $26M | $16M | $12M | $15M | $16M | $16M | |
| Other Non-current Liabilities | $271M | $225M | $168M | $159M | $159M | $142M | $135M | $135M | $132M | $128M | $121M | $119M | |
| Total Liabilities | $2.92B | $2.66B | $2.55B | $2.77B | $2.44B | $2.05B | $2.21B | $1.97B | $1.84B | $1.72B | $1.58B | $1.76B | |
| Total Debt | $244M | $314M | $162M | $711M | $11M | $10M | $322M | $301M | $34M | $252M | $204M | $227M | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | |
| Retained Earnings | $4.89B | $4.26B | $3.61B | $3.07B | $2.72B | $2.39B | $2.15B | $1.85B | $1.58B | $1.35B | $1.15B | $1.02B | |
| Treasury Stock | $4.92B | $4.42B | $4.35B | $4.34B | $4.03B | $3.42B | $3.31B | $2.90B | $2.43B | $2.17B | $1.84B | $1.69B | |
| AOCI | $-48M | $-94M | $-57M | $-91M | $-88M | $-97M | $-104M | $-189M | $-157M | $-195M | $-205M | $-154M | |
| Stockholders' Equity | $1.16B | $962M | $393M | $-203M | $-269M | $-17M | $-170M | $-150M | $50M | $38M | $102M | $9M | |
| Liabilities + Equity | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B |
नकदी प्रवाह 18
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $112M | $95M | $86M | $78M | $72M | $73M | $71M | $66M | $65M | $58M | $63M | $61M | |
| Stock-based Comp | $29M | $28M | $30M | $22M | $24M | $24M | $21M | $26M | $25M | $32M | $27M | $23M | |
| Deferred Tax | $20M | $-25M | $-26M | $-15M | $-6M | $8M | $20M | $26M | $43M | $-6M | $-22M | $6M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $500.0K | $400.0K | $3M | $3M | |
| Restructuring | $7M | $0 | $3M | $2M | $2M | $11M | $10M | $3M | $3M | $2M | $3M | $2M | |
| Operating Cash Flow | $758M | $946M | $736M | $302M | $516M | $612M | $396M | $496M | $325M | $374M | $354M | $185M | |
| CapEx | $119M | $164M | $250M | $101M | $107M | $78M | $106M | $95M | $98M | $84M | $70M | $88M | |
| Investing Cash Flow | $-656M | $-174M | $-320M | $-103M | $-106M | $-80M | $16M | $30M | $-98M | $-84M | $-70M | $-87M | |
| Debt Issued | · | · | · | · | · | $600M | $0 | $0 | $0 | $350M | $0 | $300M | |
| Net Debt Issued | · | · | · | · | · | $589M | $-6M | $-33M | $-201M | $291M | $-24M | $-2M | |
| Stock Repurchased | $482M | $54M | $0 | $300M | $600M | $100M | $400M | $450M | $250M | $300M | $0 | $550M | |
| Net Stock Activity | $-482M | $-54M | $0 | $-300M | $-600M | $-100M | $-400M | $-450M | $-250M | $-300M | $0 | $-550M | |
| Dividends Paid | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M | |
| Financing Cash Flow | $-466M | $-419M | $-406M | $-174M | $-499M | $-442M | $-423M | $-538M | $-218M | $-275M | $-271M | $-90M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $13M | $8M | |
| Taxes Paid | $104M | $232M | $198M | $77M | $128M | $90M | $83M | $90M | $119M | $127M | $83M | $105M | |
| Free Cash Flow | $639M | $782M | $486M | $201M | $409M | $534M | $290M | $400M | $227M | $270M | $261M | $96M | |
| Levered FCF | $606M | $751M | $445M | $170M | $388M | $511M | $252M | $371M | $207M | $252M | $246M | $85M |
लाभप्रदता 8
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% | 28.6% | 28.4% | 28.6% | 29.3% | 29.6% | 27.3% | 26.8% | |
| Operating Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| Net Margin | 15.5% | 15.1% | 11.8% | 10.5% | 11.1% | 9.8% | 10.7% | 9.2% | 8.0% | 7.6% | 5.4% | 6.1% | |
| Pretax Margin | 19.2% | 18.6% | 14.8% | 13.1% | 13.4% | 12.2% | 13.3% | 12.0% | 12.1% | 11.1% | 8.2% | 9.4% | |
| EBITDA Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| ROA | 20.9% | 25.2% | 22.0% | 21.0% | 22.1% | 17.5% | 21.2% | 19.4% | 16.7% | 16.2% | 10.8% | 12.1% | |
| ROE | 78.1% | 100.6% | 265.3% | -195.6% | -153.7% | -536.6% | -182.7% | -303.7% | 694.0% | 398.0% | 337.4% | 83.2% | |
| ROIC | 59.8% | 72.1% | 141.3% | 104.4% | -189.8% | -5330.7% | 348.5% | 259.5% | 391.5% | 102.3% | 66.2% | 93.1% |
तरलता और शोधन क्षमता 4
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 | 1.6 | 1.1 | 1.1 | 1.7 | 1.1 | 1.1 | 1.2 | |
| Quick Ratio | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 | 0.8 | 0.5 | 0.5 | 0.9 | 0.6 | 0.6 | 0.6 | |
| Debt / Equity | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 | -0.6 | -1.9 | -2.0 | 0.7 | 6.6 | 2.0 | 25.2 | |
| Interest Coverage | 25.5 | 26.7 | 15.3 | 17.0 | 23.6 | 16.9 | 13.8 | 13.3 | 16.2 | 15.9 | 12.9 | 19.5 |
दक्षता 3
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.7 | 1.9 | 2.0 | 2.0 | 1.8 | 2.0 | 2.1 | 2.1 | 2.1 | 2.0 | 2.0 | |
| Inventory Turnover | 3.5 | 4.6 | 4.7 | 5.4 | 6.3 | 5.3 | 5.2 | 5.6 | 6.0 | 6.1 | 5.7 | 5.9 | |
| Receivables Turnover | 8.4 | 8.5 | 8.3 | 8.4 | 8.8 | 7.8 | 8.0 | 7.9 | 7.9 | 8.2 | 8.2 | 8.1 |
विकास दरें 10
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.7% | 7.2% | 5.6% | 12.5% | 15.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.3% | 8.4% | 11.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 36.7% | 19.4% | 12.0% | 34.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.0% | 22.3% | 21.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -0.65% | 37.2% | 18.9% | 7.1% | 30.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.5% | 20.5% | 18.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · |
मूल्यांकन (TTM) 6
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Net Income TTM | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| P/E | 21.3 | 26.9 | 27.0 | 17.2 | 26.2 | 29.7 | 23.5 | 25.0 | 29.2 | 24.2 | 30.5 | 22.5 | |
| Earnings Yield | 4.7% | 3.7% | 3.7% | 5.8% | 3.8% | 3.4% | 4.2% | 4.0% | 3.4% | 4.1% | 3.3% | 4.5% | |
| Payout Ratio | 21.5% | 19.9% | 26.0% | 28.6% | 27.3% | 33.1% | 27.0% | 26.2% | 26.1% | 24.8% | 31.8% | 25.6% | |
| Annual Payout | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M |
आय विवरण 15
| मेट्रिक | रुझान | 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 | $1.55B | $1.14B | $1.20B | $1.43B | $1.50B | $1.07B | $1.34B | $1.50B | $1.45B | $1.05B | $1.15B | $1.37B | $1.41B | $1.05B | $1.09B | $1.24B | |
| Cost of Revenue | $1.01B | $784M | $806M | $940M | $983M | $732M | $884M | $1.01B | $963M | $707M | $798M | $938M | $954M | $743M | $809M | $911M | |
| Gross Profit | $540M | $351M | $389M | $487M | $518M | $341M | $461M | $488M | $488M | $340M | $356M | $428M | $458M | $307M | $285M | $334M | |
| SG&A Expense | $183M | $185M | $175M | $162M | $173M | $171M | $207M | $184M | $168M | $171M | $178M | $179M | $181M | $168M | $155M | $147M | |
| Operating Income | $355M | $164M | $196M | $329M | $349M | $168M | $250M | $303M | $320M | $167M | $186M | $187M | $279M | $140M | $132M | $186M | |
| Interest Expense | $15M | $15M | $16M | $10M | $8M | $6M | $6M | $9M | $12M | $12M | $11M | $11M | $15M | $14M | $13M | $10M | |
| Other Non-op | $-600.0K | $-900.0K | $-1M | $-800.0K | $-600.0K | $-900.0K | $-400.0K | $-400.0K | $-300.0K | $-800.0K | $0 | $-100.0K | $0 | $0 | $100.0K | $-700.0K | |
| Pretax Income | $340M | $147M | $179M | $317M | $340M | $161M | $244M | $294M | $307M | $154M | $175M | $175M | $264M | $125M | $120M | $175M | |
| Income Tax | $71M | $30M | $36M | $58M | $66M | $31M | $42M | $55M | $61M | $30M | $29M | $45M | $46M | $27M | $25M | $33M | |
| Net Income | $269M | $117M | $142M | $260M | $274M | $130M | $202M | $239M | $246M | $124M | $146M | $130M | $217M | $98M | $94M | $142M | |
| EPS (Basic) | $7.75 | $3.37 | $4.08 | $7.41 | $7.75 | $3.65 | $5.67 | $6.71 | $6.91 | $3.49 | $4.10 | $3.67 | $6.12 | $2.76 | $2.65 | $4.00 | |
| EPS (Diluted) | $7.72 | $3.35 | $4.07 | $7.38 | $7.71 | $3.63 | $5.64 | $6.68 | $6.87 | $3.47 | $4.08 | $3.65 | $6.10 | $2.75 | $2.64 | $3.99 | |
| Shares (Basic) | 34,700,000 | 34,800,000 | -70,700,000 | 35,100,000 | 35,300,000 | 35,500,000 | -71,200,000 | 35,600,000 | 35,600,000 | 35,600,000 | -71,000,000 | 35,500,000 | 35,500,000 | 35,500,000 | -71,600,000 | 35,400,000 | |
| Shares (Diluted) | 34,800,000 | 35,000,000 | -71,000,000 | 35,200,000 | 35,500,000 | 35,700,000 | -71,600,000 | 35,800,000 | 35,800,000 | 35,800,000 | -71,200,000 | 35,700,000 | 35,600,000 | 35,600,000 | -71,900,000 | 35,500,000 | |
| EBITDA | $355M | $164M | · | $310M | $354M | $156M | · | $303M | $320M | $167M | · | $187M | $279M | $140M | · | $186M |
बैलेंस शीट 27
| मेट्रिक | रुझान | 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 | $52M | $48M | $34M | $53M | $49M | $217M | $415M | $243M | $48M | $46M | · | $132M | $51M | $40M | · | $41M | |
| Short-term Investments | $600.0K | $2M | $500.0K | $6M | $6M | $6M | $7M | $13M | $10M | $12M | · | $10M | $7M | $7M | · | $8M | |
| Receivables | $918M | $648M | $579M | $759M | $868M | $652M | $661M | $816M | $859M | $616M | · | $695M | $844M | $642M | · | $708M | |
| Inventory | $1.15B | $1.21B | $1.15B | $992M | $1.00B | $902M | $853M | $689M | $776M | $823M | $842M | $748M | $856M | $904M | · | $743M | |
| Other Current Assets | $135M | $124M | $138M | $89M | $78M | $78M | $96M | $70M | $73M | $68M | · | $65M | $69M | $78M | · | $94M | |
| Current Assets | $2.26B | $2.03B | $1.90B | $1.90B | $2.00B | $1.85B | $2.03B | $1.83B | $1.77B | $1.56B | $1.58B | $1.74B | $1.83B | $1.67B | · | $1.59B | |
| PP&E (Net) | $934M | $918M | $887M | $848M | $826M | $810M | $800M | $755M | $741M | $759M | $720M | $602M | $608M | $567M | $549M | $520M | |
| PP&E (Gross) | · | · | $1.93B | · | · | · | $1.76B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.09B | $1.06B | $1.04B | $1.02B | $1.00B | $978M | $957M | $953M | $936M | $928M | · | $898M | $953M | $939M | · | $906M | |
| Goodwill | $504M | $504M | $497M | $220M | $220M | $220M | $220M | $220M | $220M | $220M | $222M | $182M | $186M | $186M | $186M | $186M | |
| Intangibles | $266M | $270M | $273M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $140M | $134M | $133M | $171M | $176M | $170M | $120M | $166M | $161M | $158M | · | $100M | $99M | $94M | · | $91M | |
| Total Assets | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | $2.57B | $2.63B | |
| Accounts Payable | $524M | $465M | $438M | $478M | $583M | $577M | $490M | $478M | $451M | $438M | · | $346M | $470M | $445M | · | $430M | |
| Accrued Liabilities | $373M | $302M | $374M | $399M | $385M | $326M | $435M | $445M | $393M | $302M | · | $409M | $426M | $342M | · | $410M | |
| Short-term Debt | $412M | $361M | $226M | $157M | $29M | $0 | $0 | $0 | $147M | $250M | · | · | · | · | · | · | |
| Current Liabilities | $1.44B | $1.29B | $1.19B | $1.13B | $1.42B | $1.29B | $1.31B | $1.32B | $1.10B | $1.10B | · | $1.25B | $1.74B | $1.53B | · | $932M | |
| Capital Leases | $356M | $348M | $293M | $279M | $286M | $264M | $268M | $215M | $215M | $174M | · | $162M | $160M | $159M | · | $144M | |
| Other Non-current Liabilities | $284M | $275M | $271M | $191M | $192M | $190M | $225M | $184M | $180M | $174M | · | $158M | $160M | $161M | · | $176M | |
| Total Liabilities | $3.25B | $3.08B | $2.92B | $2.45B | $2.75B | $2.60B | $2.66B | $2.56B | $2.64B | $2.62B | $2.55B | $2.73B | $2.92B | $2.90B | · | $2.93B | |
| Total Debt | $412M | $361M | · | $157M | $29M | $0 | · | $0 | $147M | $250M | · | · | · | · | · | · | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | · | $900.0K | $900.0K | $900.0K | · | $900.0K | |
| Retained Earnings | $5.19B | $4.96B | $4.89B | $4.66B | $4.46B | $4.23B | $4.26B | $3.99B | $3.80B | $3.59B | $3.61B | $3.40B | $3.31B | $3.13B | · | $3.01B | |
| Treasury Stock | $5.09B | $4.95B | $4.92B | $4.77B | $4.73B | $4.52B | $4.42B | $4.38B | $4.36B | $4.36B | · | $4.34B | $4.34B | $4.34B | · | $4.34B | |
| AOCI | $-59M | $-48M | $-48M | $-62M | $-61M | $-81M | $-94M | $-71M | $-61M | $-58M | · | $-77M | $-76M | $-79M | $-91M | $-132M | |
| Stockholders' Equity | $1.30B | $1.21B | $1.16B | $1.07B | $900M | $852M | $962M | $754M | $577M | $369M | $393M | $160M | $63M | $-126M | $-203M | $-305M | |
| Liabilities + Equity | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | · | $2.63B |
नकदी प्रवाह 14
| मेट्रिक | रुझान | 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 | $33M | $29M | $33M | $27M | $27M | $26M | $26M | $20M | $25M | $24M | $24M | $22M | $21M | $20M | $22M | $18M | |
| Stock-based Comp | $6M | $6M | $8M | $6M | $8M | $6M | $8M | $7M | $7M | $7M | $7M | $10M | $8M | $6M | $5M | $6M | |
| Deferred Tax | $4M | $3M | $-2M | $33M | $-6M | $-1M | $-3M | $-8M | $-4M | $-9M | $-600.0K | $-6M | $-11M | $-8M | $2M | $-5M | |
| Restructuring | $0 | $0 | $7M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3M | $300.0K | $0 | $0 | $300.0K | $200.0K | |
| Operating Cash Flow | $172M | $16M | $406M | $301M | $87M | $-36M | $332M | $452M | $184M | $-23M | $306M | $313M | $196M | $-79M | $132M | $171M | |
| CapEx | $36M | $56M | $29M | $36M | $28M | $26M | $60M | $41M | $33M | $30M | $125M | $40M | $50M | $35M | $34M | $20M | |
| Investing Cash Flow | $-34M | $-57M | $-568M | $-36M | $-28M | $-24M | $-66M | $-51M | $-26M | $-31M | $-195M | $-42M | $-49M | $-34M | $-35M | $-22M | |
| Stock Repurchased | $132M | $20M | $150M | $37M | $210M | $85M | $41M | $13M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-20M | · | · | · | $-85M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $45M | $45M | $46M | $46M | $41M | $41M | $41M | $41M | $39M | $39M | $0 | $78M | $38M | $38M | $0 | $75M | |
| Financing Cash Flow | $-133M | $57M | $162M | $-259M | $-227M | $-141M | $-91M | $-209M | $-161M | $42M | $-191M | $-182M | $-135M | $101M | $-85M | $-164M | |
| Taxes Paid | $106M | $7M | $12M | $48M | $39M | $5M | $86M | $85M | $56M | $4M | $46M | $63M | $54M | $34M | $2M | $42M | |
| Free Cash Flow | · | $-39M | · | · | · | $-61M | · | · | · | $-52M | · | · | · | $-114M | · | · | |
| Levered FCF | · | $-52M | · | · | · | $-66M | · | · | · | $-62M | · | · | · | $-125M | · | · |
लाभप्रदता 8
| मेट्रिक | रुझान | 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 | 34.9% | 30.9% | · | 32.8% | 34.8% | 30.6% | · | 32.6% | 33.6% | 32.5% | · | 31.4% | 32.4% | 29.2% | · | 26.9% | |
| Operating Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| Net Margin | 17.4% | 10.3% | · | 17.2% | 18.5% | 11.2% | · | 16.0% | 17.0% | 11.9% | · | 9.5% | 15.4% | 9.3% | · | 11.4% | |
| Pretax Margin | 22.0% | 12.9% | · | 20.9% | 23.0% | 13.8% | · | 19.6% | 21.2% | 14.7% | · | 12.8% | 18.7% | 11.9% | · | 14.0% | |
| EBITDA Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| ROA | 6.6% | 3.0% | · | 7.2% | 8.1% | 3.7% | · | 7.7% | 7.9% | 4.3% | · | 4.7% | 7.7% | 3.8% | · | 6.0% | |
| ROE | 24.5% | 11.3% | · | 27.0% | 37.6% | 19.7% | · | 52.3% | 76.8% | 102.4% | · | -179.0% | -128.3% | -36.6% | · | -44.3% | |
| ROIC | 16.4% | 8.3% | · | 20.8% | 30.6% | 14.8% | · | 32.7% | 35.4% | 21.7% | · | 87.2% | 366.8% | -86.8% | · | -49.5% |
तरलता और शोधन क्षमता 4
| मेट्रिक | रुझान | 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 | 1.6 | 1.6 | · | 1.7 | 1.4 | 1.4 | · | 1.4 | 1.6 | 1.4 | · | 1.4 | 1.0 | 1.1 | · | 1.7 | |
| Quick Ratio | 0.7 | 0.5 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.6 | · | 0.7 | 0.5 | 0.5 | · | 0.8 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.3 | 0.7 | · | · | · | · | · | · | |
| Interest Coverage | 24.1 | 10.8 | · | 29.5 | 42.7 | 25.1 | · | 34.1 | 25.6 | 14.1 | · | 16.7 | 18.6 | 9.8 | · | 17.7 |
दक्षता 3
| मेट्रिक | रुझान | 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 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | |
| Inventory Turnover | 0.9 | 0.7 | · | 1.1 | 1.1 | 0.9 | · | 1.4 | 1.2 | 0.8 | · | 1.3 | 1.2 | 0.9 | · | 1.5 | |
| Receivables Turnover | 1.7 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 2.0 | 1.7 | 1.7 | · | 1.9 | 1.7 | 1.7 | · | 1.9 |
मूल्यांकन (TTM) 5
| मेट्रिक | रुझान | 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 | $5.30B | $5.26B | · | $5.50B | $5.52B | $5.07B | · | $5.36B | $5.28B | $4.87B | · | $4.92B | $4.80B | $4.75B | · | $4.59B | |
| Net Income TTM | $789M | $794M | · | $902M | $888M | $739M | · | $740M | $718M | $570M | · | $588M | $634M | $501M | · | $529M | |
| P/E | 25.4 | 20.6 | · | 20.8 | 23.0 | 27.2 | · | 29.2 | 26.6 | 30.6 | · | 22.7 | 18.3 | 18.0 | · | 15.2 | |
| Earnings Yield | 3.9% | 4.9% | · | 4.8% | 4.3% | 3.7% | · | 3.4% | 3.8% | 3.3% | · | 4.4% | 5.5% | 5.6% | · | 6.6% | |
| Payout Ratio | · | 38.6% | · | · | · | 34.0% | · | · | · | 31.5% | · | · | · | 38.4% | · | · |
वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष
आय विवरण
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| राजस्व | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B |
| सकल मार्जिन % | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% |
| परिचालन मार्जिन % | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% |
| शुद्ध आय | $806M | $811M | $591M | $497M | $464M |
| तनुकरणित EPS | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 |
बैलेंस शीट
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| ऋण / इक्विटी | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 |
| वर्तमान अनुपात | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 |
| त्वरित अनुपात | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $639M | $782M | $486M | $201M | $409M |
ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां
मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ
उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।
आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।
संस्थागत मालिक (13F) 711 फाइलर्स · $11.6B कुल · तिथि अनुसार 30 जून 2026
संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।
| नई स्थितियाँ | बाहर निकली पोजीशन | बढ़ाया | घटा हुआ | शुद्ध शेयर परिवर्तन |
|---|---|---|---|---|
| 86 (-2 पिछली तिमाही की तुलना में) | 50 (-36 पिछली तिमाही की तुलना में) | 222 (-10 पिछली तिमाही की तुलना में) | 230 (+26 पिछली तिमाही की तुलना में) | -73K |
Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।
कंपनी के अंदरूनी सूत्र 60 इनसाइडर्स · 33 अधिकारी · 27 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| Alok Maskara | Chief Executive Officer | 13 मार्च 2026 F | 40479 | 0 | 0 | $0 |
| Todd M Bluedorn | Chairman and CEO | 23 मार्च 2022 D | 15778 | 0 | 0 | $0 |
| Robert E Schjerven | Chief Executive Officer | 30 जून 2007 D | 756958 | 0 | 0 | $0 |
| Michael Quenzer | EVP, Chief Financial Officer | 13 मार्च 2026 F | 4895 | 0 | 0 | $0 |
| Robert W. Hau | EVP, Chief Financial Officer | 8 दिसमबर 2011 A | 30166 | 0 | 0 | $0 |
| Susan K Carter | EVP & Chief Financial Officer | 1 जून 2009 D | 95048 | 0 | 0 | $0 |
| SMITH RICHARD A /TX | Chief Financial Officer | 11 दिसमबर 2003 A | 112195 | 0 | 0 | $0 |
| Douglas L Young | EVP, President & COO RHC | 15 मार्च 2023 F | 49295 | 0 | 0 | $0 |
| Elliot S Zimmer | EVP, President/COO Commercial | 20 मई 2022 F | 1390 | 0 | 0 | $0 |
| David W Moon | EVP, President & COO of WWR | 12 दिसमबर 2017 F | 113908 | 0 | 0 | $0 |
| Michael Blatz | EVP, Pres, COO Service Experts | 22 मार्च 2013 D | 11995 | 0 | 0 | $0 |
| Harry J Bizios | EVP, Pres/COO Commercial | 15 मार्च 2013 F | 27616 | 0 | 0 | $0 |
| Chris Kosel | VP-Corp Controller and CAO | 6 मई 2026 S | 1090 | 0 | 3 | $-842830 |
| Joseph Nassab | EVP & Pres., Bldg Climate Sol. | 13 मार्च 2026 F | 11063 | 0 | 0 | $0 |
| Prakash Bedapudi | EVP, Chief Technology Officer | 13 मार्च 2026 F | 21455 | 0 | 0 | $0 |
| Daniel M Sessa | EVP, Chief HR Officer | 13 मार्च 2026 F | 34640 | 0 | 0 | $0 |
| Sarah Rachel Martin | EVP & Pres., Home Comfort Sol | 2 फ़रवरी 2026 A | 2355 | 0 | 0 | $0 |
| Monica M. Brown | EVP, Chief Legal Officer | 2 फ़रवरी 2026 A | 1803 | 0 | 0 | $0 |
| Gary S Bedard | EVP & Pres., Home Comfort Sol | 14 मार्च 2025 F | 21945 | 0 | 0 | $0 |
| John D Torres | Executive Vice President | 4 फ़रवरी 2025 M | 3269 | 0 | 0 | $0 |
| Joseph William Reitmeier | EVP | 28 फ़रवरी 2024 M | 24533 | 0 | 0 | $0 |
| Terry L Johnston | EVP, Special Projects | 10 दिसमबर 2019 S | 20049 | 0 | 0 | $0 |
| James W Borzi | Vice President, Operations | 9 दिसमबर 2010 A | 1948 | 0 | 0 | $0 |
| Scott J Boxer | LII EVP/President SEI | 30 जून 2010 D | 350702 | 0 | 0 | $0 |
| William F Stoll JR | EVP, Chief Legal Officer & Sec | 30 सितमबर 2008 D | 90023 | 0 | 0 | $0 |
| Mark Roland Hogan | EVP, Engineering | 31 जुलाई 2008 D | 6758 | 0 | 0 | $0 |
| Thomas W Booth | VP Op - SEI | 19 फ़रवरी 2008 G | 127622 | 0 | 0 | $0 |
| Linda Goodspeed | EVP ,IT and Bus. Dev. | 31 दिसमबर 2007 D | 136320 | 0 | 0 | $0 |
| Harry J Ashenhurst | Chief Administrative Officer | 24 मई 2007 S | 179389 | 0 | 0 | $0 |
| David L Inman | Chief Accounting Officer | 8 फ़रवरी 2007 A | 33801 | 0 | 0 | $0 |
| Robert J Mcdonough | Executive Vice President | 13 मार्च 2006 F | 214903 | 0 | 0 | $0 |
| Michael E Schwartz | Executive Vice President | 2 अगस्त 2005 M | 267775 | 0 | 0 | $0 |
| Carl E Edwards JR | Chief Legal Officer/Secretary | 4 दिसमबर 2003 M | 266674 | 0 | 0 | $0 |
| Sivasankaran Somasundaram | निदेशक | 26 मई 2026 D | 767 | 0 | 0 | $0 |
| Shane D Wall | निदेशक | 21 मई 2026 A | 2548 | 0 | 1 | $-54001 |
| Ark Jon Vander | निदेशक | 21 मई 2026 A | 617 | 0 | 0 | $0 |
| Tracy A Embree | निदेशक | 21 मई 2026 A | 343 | 0 | 0 | $0 |
| Sherry Buck | निदेशक | 21 मई 2026 A | 2306 | 0 | 0 | $0 |
| Karen H Quintos | निदेशक | 21 मई 2026 A | 7253 | 0 | 0 | $0 |
| Todd J Teske | निदेशक | 21 मई 2026 A | 7224 | 0 | 2 | $-668525 |
| Gregory T Swienton | निदेशक | 16 मई 2024 A | 13956 | 0 | 0 | $0 |
| Janet Katherine Cooper | निदेशक | 16 मई 2024 A | 8672 | 0 | 0 | $0 |
| Kim K.W. Rucker | निदेशक | 9 दिसमबर 2022 A | 5242 | 0 | 0 | $0 |
| Max H Mitchell | निदेशक | 10 दिसमबर 2021 A | 1907 | 0 | 0 | $0 |
| John E Major | निदेशक | 15 जनवरी 2021 A | 13576 | 0 | 0 | $0 |
| Paul W Schmidt | निदेशक | 15 अप्रैल 2020 A | 1498 | 0 | 0 | $0 |
| Terry Dean Stinson | निदेशक | 17 अप्रैल 2017 A | 44110 | 0 | 0 | $0 |
| Richard L Thompson | निदेशक | 1 अक्टूबर 2015 J | 216159 | 0 | 0 | $0 |
| Jeffrey D Storey | निदेशक | 15 जुलाई 2011 A | 195108 | 0 | 0 | $0 |
| James J Byrne | निदेशक | 15 अप्रैल 2011 A | 57284 | 0 | 0 | $0 |
SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S
कार्यकर्ता और 5%+ मालिक 3 होल्डिंग्स
जिन निवेशकों ने SEC शेड्यूल 13D दाखिल किया है — जारीकर्ता को प्रभावित करने के इरादे से 5% से अधिक लाभकारी स्वामित्व (कार्यकर्ता दांव, बोर्ड अभियान, M&A)। प्रत्येक पंक्ति उस फाइलर की स्थिति की सबसे हालिया ज्ञात स्थिति दिखाती है।
| फाइलर | दाखिल किया | दांव | स्थिति | उद्देश्य | फाइलिंग |
|---|---|---|---|---|---|
| NORRIS JOHN W III ×2 फाइलिंग | 23 जून 2025 | 9.80% | संशोधन | निष्क्रिय निवेश | SEC |
| John W. Norris, Jr. | 6 अप्रैल 2015 | — | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | SEC |
| अघोषित रिपोर्टिंग व्यक्ति | 20 मार्च 2001 | — | प्रारंभिक फाइलिंग | — | 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.
ईटीएफ स्वामित्व 172 ETFs द्वारा धारित
वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।
| फंड | भार | इकाइयाँ | तिथि अनुसार | स्रोत |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3.44% | 2829 NS | 30 अप्रैल 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 2.75% | 28994 NS | 30 अप्रैल 2026 | N-PORT |
| ITB · iShares Trust | 2.75% | 152829 SH | 21 अगस्त 2026 | दैनिक |
| WBIF · Absolute Shares Trust | 2.68% | 1099 NS | 30 जून 2026 | N-PORT |
| WBIG · Absolute Shares Trust | 1.95% | 934 NS | 30 जून 2026 | N-PORT |
| UPGR · DBX ETF Trust | 1.93% | 252 NS | 29 मई 2026 | N-PORT |
| CCSO · Tidal Trust II | 1.57% | 1368 NS | 30 अप्रैल 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 1.54% | 4598 SH | 21 अगस्त 2026 | दैनिक |
| RBLD · First Trust Exchange-Traded Fund II | 1.11% | 785 NS | 30 जून 2026 | N-PORT |
| CGGG · Capital Group Equity ETF Trust I | 0.99% | 1608 NS | 31 मई 2026 | N-PORT |
| DGLO · First Trust Exchange-Traded Fund VI | 0.92% | 58 NS | 30 जून 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 0.92% | 24027 SH | 21 अगस्त 2026 | दैनिक |
| HOMZ · ETF Series Solutions | 0.86% | 585 NS | 31 मई 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0.76% | 6106 NS | 30 अप्रैल 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.49% | 414842 SH | 19 अगस्त 2026 | दैनिक |
| TRFK · Pacer Funds Trust | 0.41% | 4702 NS | 30 अप्रैल 2026 | N-PORT |
| MADE · iShares Trust | 0.40% | 593 SH | 21 अगस्त 2026 | दैनिक |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.39% | 4894 NS | 31 मई 2026 | N-PORT |
| JSTC · Tidal Trust I | 0.35% | 2351 NS | 31 मई 2026 | N-PORT |
| FLAG · Global X Funds | 0.32% | 10 NS | 30 अप्रैल 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0.32% | 80 NS | 30 अप्रैल 2026 | N-PORT |
| PEPS · Morgan Stanley ETF Trust | 0.27% | 138 NS | 30 जून 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.26% | 11313 NS | 30 अप्रैल 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0.26% | 630 NS | 31 मई 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.24% | 9363 NS | 30 अप्रैल 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.24% | 38051 SH | 19 अगस्त 2026 | दैनिक |
| DUSL · Direxion Shares ETF Trust | 0.22% | 223 NS | 30 अप्रैल 2026 | N-PORT |
| TEXN · iShares Trust | 0.21% | 91 SH | 21 अगस्त 2026 | दैनिक |
| VB · VANGUARD INDEX FUNDS | 0.21% | 718402 SH | 19 अगस्त 2026 | दैनिक |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.19% | 4734 NS | 30 अप्रैल 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.19% | 5293 NS | 30 अप्रैल 2026 | N-PORT |
| UXI · ProShares Trust | 0.19% | 106 NS | 31 मई 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0.18% | 6430 NS | 31 मई 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.18% | 1461 NS | 31 मई 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0.18% | 163 NS | 30 अप्रैल 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0.18% | 316 NS | 30 जून 2026 | N-PORT |
| IMCG · iShares Trust | 0.17% | 17540 SH | 21 अगस्त 2026 | दैनिक |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.16% | 807 NS | 31 मई 2026 | N-PORT |
| SIZE · iShares Trust | 0.16% | 1688 SH | 21 अगस्त 2026 | दैनिक |
| IYJ · iShares Trust | 0.15% | 7195 SH | 21 अगस्त 2026 | दैनिक |
| RSP · Invesco Exchange-Traded Fund Trust | 0.15% | 369957 SH | 21 अगस्त 2026 | दैनिक |
| VFQY · VANGUARD WELLINGTON FUND | 0.15% | 1210 SH | 19 अगस्त 2026 | दैनिक |
| EUSA · iShares, Inc. | 0.15% | 7119 SH | 21 अगस्त 2026 | दैनिक |
| QUAL · iShares Trust | 0.14% | 163918 SH | 21 अगस्त 2026 | दैनिक |
| FNDA · SCHWAB STRATEGIC TRUST | 0.14% | 24247 NS | 31 मई 2026 | N-PORT |
| EXI · iShares Trust | 0.13% | 4516 SH | 21 अगस्त 2026 | दैनिक |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.12% | 4044000 | 19 अगस्त 2026 | दैनिक |
| PALC · Pacer Funds Trust | 0.12% | 513 NS | 30 अप्रैल 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0.11% | 23281 NS | 30 अप्रैल 2026 | N-PORT |
| IWP · iShares Trust | 0.11% | 53744 SH | 21 अगस्त 2026 | दैनिक |