MIDD The Middleby Corporation - Common Stock
Tentang The Middleby Corporation - Common Stock Tinjauan perusahaan dari Wikipedia
The Middleby Corporation is a publicly traded American company based in Elgin, Illinois. The company manufactures commercial cooking equipment, industrial processing equipment, and residential appliances. The commercial cooking equipment side of Middleby does business with 97 out of the top 100 food service chains in the United States and internationally.
Baca selengkapnya
The Middleby Corporation is a publicly traded American company based in Elgin, Illinois. The company manufactures commercial cooking equipment, industrial processing equipment, and residential appliances. The commercial cooking equipment side of Middleby does business with 97 out of the top 100 food service chains in the United States and internationally.
History
Portable ovens
The company was founded by Joseph Middleby and John Marshall in Chicago in 1888 as a bakery supplier. The company made custom portable ovens for the bakery industry. Middleby sold the company to Marshall in the early 1900s. The company was privately held by descendants of Marshall until it was purchased by a private company in 1976. The company was purchased by TMC Industries Ltd. in 1983 and changed its name to The Middleby Corporation in 1985 and moved its headquarters to Elgin, Illinois in the late 1980s.
Expansion
By 1996, the company had expanded its manufacturing base overseas and had opened a manufacturing and training facility employing 190 in Santa Rosa, Laguna, the Philippines.
By 2006, the company had successfully streamlined operations to an extent allowing them to close two of its seven manufacturing facilities in the United States with no loss of product lines or capacity; this was in addition to three facilities shut down in 2001 and 2002. Also in the 2001 to 2006 period, the company's income yield from sales increased from about 3% to just over 10%, while its stock valuation increased by over 15-fold, performance gains which were attributed to CEO Bassoul.
The Middleby Corporation was originally available for purchase on the NASDAQ over-the-counter market and became listed on the American Stock Exchange in 1988. Its first public offering came in September 1997 with a share price offering of $10 on the NASDAQ. Selim Bassoul became the CEO of Middleby in January 2001.
McDonald's ice cream machines
In 2021, the company was criticized in the media for producing ice cream machines for McDonald's that were intentionally unreliable and difficult to repair as a means to drive up maintenance revenue. They were sued by the makers of an app, Kytch, that assisted with repair.
Acquisitions
Middleby has acquired numerous businesses in the US and internationally. In 1990, Middleby acquired a majority stake in Asbury Associates Inc., a Filipino manufacturer of food service equipment. It increased its interest to 80% by 1991 and became the company's main export distributor internationally with the exception of Canada where Middleby already owned a distributor. The same year, it established Fab-Asia, Inc., a separate unit in Manila for manufacturing of kitchen equipment for markets in Asia and the United States.
Middleby initiated assimilation of MagiKitch'n brands in 2010 to their commercial appliance line.
Middleby purchased TurboChef in 2008 in a deal reported to be worth $200 million. It was reported by Bassoul that the purchase would strengthen the company's position as a leader in the food service equipment industry. Both companies were previously competitors in food service equipment for speed cooking pizza ovens.
In 2013, The Middleby Corporation purchased Viking Range for US$380 million from investors Warren Stephens and Fred Carl, Jr., the latter of whom would continue at the helm of the new subsidiary. Middleby announced that it would incorporate its technology into Viking equipment and increase residential sales, which were approximately 1% to 2% of the company's overall sales prior to the purchase. The acquisition was said to be the largest in the company's history, bringing 750 employees into the company.
In July 2015, Aga Rangemaster Group, the British manufacturer of cast-iron cooking ranges was acquired for £129 million.
In 2016, Middleby acquired Follett Ice in Easton, Pennsylvania.
In May 2018, Taylor Company, a manufacturer of ice cream dispensing equipment and frozen drink machines was acquired for $1 billion.
In December 2021, The Middleby Corporation purchased consumer grill manufacturers Kamado Joe, Masterbuilt, and Char-Griller, which were estimated to expand the revenues of the Middleby Residential platform to more than $1 billion.[1]
In July 2022, Middleby acquired CP Packaging, a US-based equipment manufacturer.
Products and brands
Industrial processing
Residential
Aga Rangemaster (acquired July 2015)
Brava Home
Char-Griller
Falcon
Grange
Kamado Joe
La Cornue
Lynx
Marvel
Masterbuilt
Rayburn Range
Viking
Waterford Stanley
Novy (2021)
Former brands
Victory Refrigeration: a former subsidiary and brand engaged in development of refrigeration technology; sold in 1996 to "an investor group led by local management" of the subsidiary.
Awards and recognition
Middleby has received awards and recognition, including numerous supplier awards. In 2013 it was recognized as the Supplier Partner of the Year by Brinker International, after installing approximately 1,200 ovens in the company's Chili's restaurants. It was recognized as one of the best stocks of the millennium by The Motley Fool and featured as a hot growth company in BusinessWeek.
Middleby has been on the Forbes' list of 200 Best Small Companies numerous times, including being listed as #12 in 2004, #10 in 2005, #9 in 2006, and continuing 9 consecutive years receiving recognition as #25 on the list in 2012. The United States Department of Commerce recognized Middleby in 1997 with the President's "E" Award. The award was given to a total of 11 firms in the United States for recognition of their success in exporting. It was recognized again for its exporting in 2001 as a recipient of the Governor's Export Award presented by then Illinois Governor George Ryan.
Middleby made the Crain's Chicago Business Fast 50 list in 2013, also being recognized on the list in 2007 and 2009. It received a NRA Kitchen Innovations Award in 2013 for its WOW! Ovens, currently in use by the top nine pizza chains. It was also featured in the 2011 book Innovating...Chicago-style: How Local Innovators Are Building the National Economy.
Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗
MIDD Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
MIDD Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah |
|---|---|
| 2 Juni 2004 | $0,0536 |
| 7 Nov. 2003 | $0,0335 |
| 18 Des. 2000 | $0,0134 |
| 26 Feb. 1991 | $0,0027 |
| 14 Nov. 1990 | $0,0027 |
| 16 Agu 1990 | $0,0027 |
| 17 Mei 1990 | $0,0027 |
| 5 Maret 1990 | $0,0027 |
| 15 Nov. 1989 | $0,0027 |
| 17 Agu 1989 | $0,0027 |
| 19 Mei 1989 | $0,0027 |
| 21 Feb. 1989 | $0,0027 |
| 14 Nov. 1988 | $0,0067 |
MIDD Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 6 35,3%
- Beli 7 41,2%
- Tahan 4 23,5%
- Jual 0 0,0%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
9 analis · 2026-08-15Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $2.35 | $2.07 | 0.28% |
| 31 Maret 2026 | $2.16 | $1.98 | 0.18% |
| 31 Des. 2025 | $2.42 | $2.32 | 0.10% |
| 30 Sep. 2025 | $2.37 | $2.11 | 0.26% |
| 30 Juni 2025 | $2.35 | $2.28 | 0.07% |
| 31 Maret 2025 | $2.08 | $1.99 | 0.09% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| MIDD | — | -28.3 | 1.6% | -8.7% | -8.7% | 39.1% |
| TKR | — | 20.5 | 0.19% | 6.3% | 9.6% | — |
| ESE | — | 18.3 | 19.2% | 27.3% | 21.5% | — |
| NPO | $4.52B | 112.1 | 9.0% | 3.5% | 2.7% | 42.6% |
| GTES | $5.44B | 22.4 | 1.0% | 7.3% | 7.9% | 39.8% |
| JBTM | $7.83B | -153.7 | 121.3% | -1.3% | -1.1% | — |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | — |
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
| ALH | $4.02B | 36.3 | 13.3% | 5.9% | 94.4% | 37.6% |
| FELE | $4.22B | 29.7 | 5.4% | 6.9% | 11.4% | 35.5% |
| CECO | $2.13B | 43.7 | 0.00% | 6.7% | 17.7% | 35.9% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 15
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $3.15B | $3.24B | $4.03B | $3.25B | $2.51B | $2.96B | $2.72B | $2.34B | $2.27B | $1.83B | $1.64B | |
| Cost of Revenue | $1.95B | $1.90B | $1.96B | $2.59B | $2.06B | $1.63B | $1.86B | $1.72B | $1.42B | $1.37B | $1.12B | $996M | |
| Gross Profit | $1.25B | $1.25B | $1.28B | $1.45B | $1.19B | $882M | $1.10B | $1.00B | $913M | $901M | $707M | $641M | |
| R&D Expense | $59M | $51M | $47M | $49M | $42M | $35M | $41M | $35M | $29M | $26M | $22M | $23M | |
| SG&A Expense | $663M | $590M | $625M | $797M | $668M | $532M | $594M | $539M | $468M | $472M | $375M | $157M | |
| Operating Income | $575M | $644M | $652M | $640M | $630M | $324M | $514M | $446M | $379M | $419M | $303M | $300M | |
| Other Non-op | $-5M | $458.0K | $-4M | $-29M | $2M | $-3M | $2M | $-2M | $-829.0K | $-1M | $-4M | $-4M | |
| Pretax Income | $482M | $566M | $536M | $564M | $620M | $268M | $463M | $424M | $384M | $421M | $281M | $281M | |
| Income Tax | $115M | $145M | $123M | $128M | $131M | $61M | $110M | $106M | $85M | $137M | $90M | $87M | |
| Net Income | $-278M | $428M | $401M | $437M | $488M | $207M | $352M | $317M | $298M | $284M | $192M | $193M | |
| EPS (Basic) | $-5.38 | $7.97 | $7.48 | $8.07 | $8.85 | $3.76 | $6.33 | $5.71 | $5.26 | $4.98 | $3.36 | $3.41 | |
| EPS (Diluted) | $-5.32 | $7.90 | $7.41 | $7.95 | $8.62 | $3.76 | $6.33 | $5.70 | $5.26 | $4.98 | $3.36 | $3.40 | |
| Shares (Basic) | 51,655,000 | 53,738,000 | 53,577,000 | 54,095,000 | 55,216,000 | 55,093,000 | 55,647,000 | 55,576,000 | 56,715,000 | 57,030,000 | 56,951,000 | 56,764,000 | |
| Shares (Diluted) | 52,179,000 | 54,209,000 | 54,086,000 | 54,947,000 | 56,665,000 | 55,136,000 | 55,656,000 | 55,604,000 | 56,719,000 | 57,085,000 | 56,973,000 | 56,784,000 | |
| EBITDA | $680M | $783M | $767M | $778M | $755M | $435M | $617M | $543M | $480M | $504M | $357M | $342M |
Neraca 28
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $222M | $639M | $247M | $162M | $180M | $268M | $94M | $72M | $90M | $68M | $56M | $44M | |
| Receivables | $573M | $532M | $645M | $631M | $577M | $363M | $448M | $399M | $328M | $326M | $283M | $230M | |
| Inventory | $693M | $656M | $936M | $1.08B | $837M | $540M | $586M | $522M | $425M | $368M | $354M | $256M | |
| Prepaid Expense | $111M | $115M | $113M | $126M | $92M | $81M | $61M | $51M | $55M | $43M | $40M | $28M | |
| Current Assets | $2.74B | $2.33B | $1.97B | $2.01B | $1.71B | $1.27B | $1.21B | $1.06B | $932M | $812M | $795M | $614M | |
| PP&E (Net) | $432M | $385M | $511M | $444M | $381M | $344M | $352M | $315M | $282M | $222M | $200M | $130M | |
| PP&E (Gross) | $743M | $653M | $850M | $743M | $647M | $574M | $550M | $482M | $424M | $341M | $300M | $213M | |
| Accum. Depreciation | $311M | $268M | $340M | $300M | $266M | $230M | $198M | $168M | $142M | $119M | $100M | $83M | |
| Goodwill | $1.80B | $1.74B | $1.70B | $2.41B | $2.24B | $1.93B | $1.85B | $1.74B | $1.26B | $1.09B | $983M | $808M | |
| Intangibles | $1.06B | $1.10B | $1.69B | $1.79B | $1.88B | $1.45B | $1.44B | $1.36B | $780M | $696M | $749M | $492M | |
| Other Non-current Assets | $165M | $147M | $204M | $213M | $143M | $127M | $111M | $37M | $36M | $43M | $22M | $19M | |
| Total Assets | $6.32B | $7.28B | $6.91B | $6.87B | $6.38B | $5.20B | $5.00B | $4.55B | $3.34B | $2.92B | $2.76B | $2.07B | |
| Accounts Payable | $207M | $166M | $227M | $271M | $305M | $183M | $174M | $188M | $146M | $147M | $158M | $98M | |
| Accrued Liabilities | $575M | $494M | $579M | $671M | $583M | $495M | $417M | $367M | $322M | $336M | $320M | $221M | |
| Current Liabilities | $1.07B | $829M | $851M | $988M | $915M | $700M | $593M | $559M | $474M | $488M | $510M | $328M | |
| Capital Leases | $94M | $67M | $88M | $80M | $74M | $77M | $75M | · | · | · | · | · | |
| Deferred Tax | $157M | $151M | $216M | $220M | $187M | $147M | $134M | $82M | $43M | $26M | $50M | $89M | |
| Other Non-current Liabilities | $178M | $171M | $197M | $177M | $181M | $202M | $169M | $70M | $59M | $36M | $30M | $32M | |
| Long-term Debt | $2.17B | $2.40B | $2.43B | $2.72B | $2.41B | $1.73B | $1.87B | $1.89B | $1.03B | $732M | $766M | $598M | |
| Total Debt | $2.17B | $2.40B | $2.43B | $2.72B | $2.41B | $1.73B | $1.87B | $1.89B | $1.03B | $732M | $766M | $598M | |
| Common Stock | $153.0K | $148.0K | $148.0K | $147.0K | $147.0K | $147.0K | $145.0K | $145.0K | $145.0K | $144.0K | $144.0K | $144.0K | |
| Paid-in Capital | $603M | $520M | $479M | $408M | $357M | $433M | $387M | $377M | $375M | $355M | $329M | $310M | |
| Retained Earnings | $4.05B | $4.33B | $3.90B | $3.50B | $3.06B | $2.57B | $2.36B | $2.01B | $1.70B | $1.40B | $1.12B | $924M | |
| Treasury Stock | $1.74B | $941M | $906M | $831M | $566M | $537M | $451M | $445M | $445M | $205M | $201M | $196M | |
| AOCI | $-142M | $-269M | $-223M | $-278M | $-359M | $-488M | $-351M | $-276M | $-266M | $-284M | $-76M | $-31M | |
| Stockholders' Equity | $2.78B | $3.64B | $3.25B | $2.80B | $2.49B | $1.98B | $1.95B | $1.67B | $1.36B | $1.27B | $1.17B | $1.01B | |
| Liabilities + Equity | $6.32B | $7.28B | $6.91B | $6.87B | $6.38B | $5.20B | $5.00B | $4.55B | $3.34B | $2.92B | $2.76B | $2.07B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | 55,730,624 | 57,539,766 | 57,306,082 | 57,271,680 |
Arus Kas 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $104M | $110M | $138M | $125M | $111M | $103M | $97M | $70M | $58M | $54M | $41M | |
| Stock-based Comp | $13M | $32M | $45M | $58M | $42M | $20M | $8M | $2M | $6M | $28M | $16M | $17M | |
| Deferred Tax | $70M | $36M | $442.0K | $-7M | $7M | $16M | $22M | $20M | $-14M | $21M | $2M | $15M | |
| Amort. of Intangibles | $55M | $57M | $66M | $86M | $76M | $69M | $64M | $60M | $39M | $30M | $27M | $25M | |
| Restructuring | $3M | $8M | $5M | $10M | $8M | $12M | $10M | $19M | $20M | $11M | $29M | $7M | |
| Other Non-cash | $719M | $59M | $47M | $-294M | $-240M | $171M | $-109M | $-68M | $-55M | $-98M | $-14M | $-33M | |
| Operating Cash Flow | $630M | $687M | $629M | $333M | $423M | $525M | $377M | $369M | $304M | $294M | $250M | $234M | |
| CapEx | $71M | $37M | $59M | $67M | $47M | $35M | $47M | $36M | $54M | $25M | $22M | $13M | |
| Investing Cash Flow | $-127M | $-159M | $-156M | $-348M | $-1.01B | $-107M | $-328M | $-1.24B | $-345M | $-236M | $-371M | $-233M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $724M | $35M | $75M | $265M | $29M | $86M | $6M | $0 | $240M | $4M | $5M | $44M | |
| Net Stock Activity | $-724M | $-35M | $-75M | $-265M | $-29M | $-86M | $-6M | $0 | $-240M | $-4M | $-5M | $-44M | |
| Financing Cash Flow | $-971M | $-74M | $-391M | $8M | $503M | $-252M | $-25M | $856M | $56M | $-41M | $137M | $9M | |
| Net Change in Cash | $-445M | $442M | $85M | $-18M | $-88M | $174M | $23M | $-18M | $21M | $13M | $12M | $7M | |
| Taxes Paid | $79M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $559M | $638M | $544M | $265M | $377M | $490M | $331M | $333M | $250M | $269M | $227M | $221M |
Profitabilitas 8
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 39.1% | 37.9% | 38.0% | 35.9% | 36.8% | 35.1% | 37.3% | 36.9% | 39.1% | 39.7% | 38.7% | 39.1% | |
| Operating Margin | 18.0% | 16.9% | 15.7% | 15.9% | 19.4% | 12.9% | 17.4% | 16.4% | 17.6% | 19.7% | 16.6% | 18.4% | |
| Net Margin | -8.7% | 11.1% | 9.9% | 10.8% | 15.0% | 8.2% | 11.9% | 11.7% | 12.8% | 12.5% | 10.5% | 11.8% | |
| Pretax Margin | 15.1% | 14.9% | 12.9% | 14.0% | 19.1% | 10.7% | 15.6% | 15.6% | 16.4% | 18.6% | 15.4% | 17.2% | |
| EBITDA Margin | 21.2% | 20.2% | 19.0% | 19.3% | 23.2% | 17.3% | 20.9% | 20.0% | 20.6% | 22.2% | 19.5% | 20.9% | |
| ROA | -4.1% | 5.9% | 5.8% | 6.5% | 8.0% | 4.1% | 7.1% | 7.0% | 9.1% | 10.0% | 7.9% | 7.8% | |
| ROE | -8.7% | 11.8% | 12.6% | 16.5% | 20.4% | 10.3% | 18.5% | 19.6% | 22.7% | 23.4% | 17.6% | 20.9% | |
| ROIC | 8.8% | 8.1% | 8.6% | 9.0% | 10.1% | 6.8% | 10.2% | 9.4% | 13.4% | 15.1% | 10.7% | 12.9% |
Likuiditas & Solvabilitas 4
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 2.3 | 2.0 | 1.9 | 1.8 | 2.0 | 1.9 | 2.0 | 1.7 | 1.6 | 1.9 | |
| Quick Ratio | 0.7 | 1.6 | 1.0 | 0.8 | 0.8 | 0.9 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.8 | |
| Debt / Equity | 0.8 | 0.7 | 0.7 | 1.0 | 1.0 | 0.9 | 1.0 | 1.1 | 0.8 | 0.6 | 0.7 | 0.6 | |
| LT Debt / Equity | 0.8 | 0.6 | 0.7 | 1.0 | 1.0 | 0.9 | 1.0 | 1.1 | 0.8 | 0.6 | 0.6 | 0.6 |
Efisiensi 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.7 | 0.8 | 0.8 | 0.7 | |
| Inventory Turnover | 2.9 | 2.7 | 2.5 | 2.7 | 3.0 | 2.9 | 3.4 | 3.6 | 3.6 | 3.8 | 3.7 | 4.2 | |
| Receivables Turnover | 5.8 | 6.0 | 6.3 | 6.7 | 6.9 | 6.2 | 7.0 | 7.5 | 7.1 | 7.5 | 7.1 | 7.5 |
Tingkat Pertumbuhan 7
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -2.8% | -19.6% | 24.1% | 29.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.4% | -1.0% | 8.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 6.6% | -6.8% | -7.8% | 129.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.9% | 25.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | 6.9% | -8.2% | -10.6% | 135.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -4.3% | 24.6% | · | · | · | · | · | · | · | · | · |
Valuasi (TTM) 13
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.20B | $3.15B | $3.24B | $4.03B | $3.25B | $2.51B | $2.96B | $2.72B | $2.34B | $2.27B | $1.83B | $1.64B | |
| Net Income TTM | $-278M | $428M | $401M | $437M | $488M | $207M | $352M | $317M | $298M | $284M | $192M | $193M | |
| Market Cap | · | · | · | · | · | · | · | · | $7.52B | $7.41B | $6.18B | $5.67B | |
| Enterprise Value | · | · | · | · | · | · | · | · | $8.46B | $8.08B | $6.89B | $6.23B | |
| P/E | -28.3 | 17.3 | 19.9 | 16.8 | 22.8 | 34.3 | 17.3 | 17.8 | 25.7 | 25.9 | 32.1 | 29.1 | |
| P/S | · | · | · | · | · | · | · | · | 3.2 | 3.3 | 3.4 | 3.5 | |
| P/B | · | · | · | · | · | · | · | · | 5.5 | 5.9 | 5.3 | 5.6 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 24.7 | 25.2 | 24.8 | 24.3 | |
| P / FCF | · | · | · | · | · | · | · | · | 30.1 | 27.5 | 27.2 | 25.7 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | 17.6 | 16.0 | 19.3 | 18.2 | |
| EV / FCF | · | · | · | · | · | · | · | · | 33.8 | 30.0 | 30.3 | 28.2 | |
| EV / Revenue | · | · | · | · | · | · | · | · | 3.6 | 3.6 | 3.8 | 3.8 | |
| Earnings Yield | -3.5% | 5.8% | 5.0% | 5.9% | 4.4% | 2.9% | 5.8% | 5.6% | 3.9% | 3.9% | 3.1% | 3.4% |
Laporan Laba Rugi 14
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $876M | $840M | $340M | $807M | $797M | $731M | $829M | $770M | $799M | $753M | $214M | $981M | $1.01B | $1.27B | |
| Cost of Revenue | $540M | $517M | $169M | $621M | $481M | $438M | $119M | $587M | $612M | $581M | $77M | $605M | $629M | $787M | |
| Gross Profit | $335M | $323M | $170M | $307M | $316M | $293M | $331M | $303M | $323M | $295M | $137M | $375M | $379M | $479M | |
| SG&A Expense | $187M | $188M | $79M | $204M | $168M | $162M | $6M | $179M | $199M | $206M | $10M | $196M | $215M | $247M | |
| Operating Income | $148M | $133M | $89M | $-554M | $148M | $130M | $158M | $173M | $176M | $137M | $132M | $174M | $161M | $229M | |
| Other Non-op | $2M | $3M | $-4M | $-1M | $-2M | $-960.0K | $1M | $-1M | $-56.0K | $300.0K | $-2M | $-1M | $-2M | $-21M | |
| Pretax Income | $126M | $113M | $58M | $-579M | $127M | $111M | $142M | $155M | $155M | $115M | $104M | $144M | $132M | $183M | |
| Income Tax | $43M | $28M | $7M | $-66M | $25M | $26M | $37M | $41M | $39M | $28M | $15M | $36M | $33M | $34M | |
| Net Income | $55M | $-50M | $-594M | $-513M | $106M | $92M | $112M | $114M | $115M | $87M | $76M | $109M | $99M | $148M | |
| EPS (Basic) | $1.21 | $-1.06 | $-11.26 | $-10.15 | $2.01 | $1.72 | $2.09 | $2.12 | $2.15 | $1.61 | $1.42 | $2.03 | $1.85 | $2.78 | |
| EPS (Diluted) | $1.21 | $-1.06 | $-11.15 | $-10.08 | $1.99 | $1.69 | $2.07 | $2.11 | $2.13 | $1.59 | $1.42 | $2.01 | $1.82 | $2.77 | |
| Shares (Basic) | 45,326,000 | 47,232,000 | -109,534,000 | 50,521,000 | 52,616,000 | 53,594,000 | 53,764,000 | 53,770,000 | 53,765,000 | 53,654,000 | 8,000 | 53,588,000 | 53,594,000 | -109,820,000 | |
| Shares (Diluted) | 45,343,000 | 47,243,000 | -110,324,000 | 50,907,000 | 53,154,000 | 54,621,000 | 54,334,000 | 54,037,000 | 54,072,000 | 54,394,000 | -106,000 | 54,157,000 | 54,377,000 | -112,036,000 | |
| EBITDA | $148M | $159M | · | $-554M | $155M | $173M | · | $173M | $176M | $170M | · | $174M | $196M | · |
Neraca 27
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $159M | $177M | $222M | $175M | $511M | $745M | $639M | $606M | $459M | $341M | · | $167M | $157M | · | |
| Receivables | $601M | $608M | $573M | $674M | $666M | $646M | $532M | $615M | $625M | $605M | · | $633M | $653M | · | |
| Inventory | $738M | $728M | $693M | $920M | $889M | $878M | $656M | $906M | $920M | $944M | · | $1.02B | $1.12B | · | |
| Prepaid Expense | $111M | $98M | $111M | $139M | $134M | $131M | $115M | $134M | $126M | $116M | · | $131M | $124M | · | |
| Current Assets | $1.64B | $1.65B | $2.74B | $1.97B | $2.26B | $2.41B | $2.33B | $2.29B | $2.14B | $2.02B | · | $1.96B | $2.06B | · | |
| PP&E (Net) | $423M | $425M | $432M | $578M | $570M | $551M | $385M | $511M | $505M | $508M | · | $499M | $462M | · | |
| PP&E (Gross) | · | · | $743M | · | · | · | $653M | · | · | · | · | · | · | · | |
| Accum. Depreciation | $336M | $322M | $311M | $421M | $413M | $393M | $268M | $378M | $362M | $350M | · | $327M | $308M | · | |
| Goodwill | $1.79B | $1.79B | $1.80B | $2.03B | $2.59B | $2.54B | $1.74B | $2.51B | $2.47B | $2.47B | $1.70B | $2.45B | $2.43B | $2.41B | |
| Intangibles | $1.03B | $1.04B | $1.06B | $1.47B | $1.61B | $1.61B | $1.10B | $1.65B | $1.65B | $1.67B | · | $1.78B | $1.79B | · | |
| Other Non-current Assets | $153M | $155M | $165M | $201M | $188M | $184M | $147M | $179M | $201M | $207M | · | $226M | $207M | · | |
| Total Assets | $5.36B | $5.42B | $6.32B | $6.35B | $7.34B | $7.40B | $7.28B | $7.20B | $7.03B | $6.93B | $6.91B | $6.92B | $6.96B | $6.87B | |
| Accounts Payable | $224M | $215M | $207M | $258M | $236M | $231M | $166M | $215M | $239M | $233M | · | $224M | $282M | · | |
| Accrued Liabilities | $549M | $571M | $575M | $651M | $601M | $611M | $494M | $556M | $574M | $563M | · | $596M | $664M | · | |
| Current Liabilities | $827M | $839M | $1.07B | $952M | $881M | $886M | $829M | $815M | $857M | $841M | · | $864M | $990M | · | |
| Capital Leases | · | · | $94M | · | · | · | $67M | · | · | · | · | · | · | · | |
| Deferred Tax | $212M | $195M | $157M | $230M | $303M | $248M | $151M | $241M | $194M | $208M | · | $214M | $218M | · | |
| Other Non-current Liabilities | $168M | $176M | $178M | $202M | $188M | $187M | $171M | $179M | $182M | $188M | · | $208M | $185M | · | |
| Long-term Debt | $1.98B | $1.87B | $2.17B | $2.07B | $2.38B | $2.39B | $2.40B | $2.41B | $2.40B | $2.41B | · | $2.58B | $2.73B | · | |
| Total Debt | $1.98B | $1.87B | · | $2.07B | $2.38B | $2.39B | · | $2.41B | $2.40B | $2.41B | · | $2.58B | · | · | |
| Common Stock | $153.0K | $153.0K | $153.0K | $153.0K | $148.0K | $148.0K | $148.0K | $148.0K | $148.0K | $148.0K | · | $148.0K | $147.0K | · | |
| Paid-in Capital | $619M | $611M | $603M | $597M | $529M | $523M | $520M | $509M | $501M | $493M | · | $463M | $426M | · | |
| Retained Earnings | $4.06B | $4.00B | $4.05B | $4.01B | $4.53B | $4.42B | $4.33B | $4.22B | $4.10B | $3.99B | · | $3.82B | $3.60B | · | |
| Treasury Stock | $2.32B | $2.11B | $1.74B | $1.52B | $1.31B | $983M | $941M | $924M | $924M | $923M | · | $906M | $899M | · | |
| AOCI | $-148M | $-127M | $-142M | $-149M | $-123M | $-230M | $-269M | $-208M | $-257M | $-245M | $-223M | $-286M | $-263M | $-278M | |
| Stockholders' Equity | $2.21B | $2.37B | $2.78B | $2.94B | $3.62B | $3.73B | $3.64B | $3.59B | $3.42B | $3.31B | $3.25B | $3.10B | $2.86B | $2.80B | |
| Liabilities + Equity | $5.36B | $5.42B | $6.32B | $6.35B | $7.34B | $7.40B | $7.28B | $7.20B | $7.03B | $6.93B | · | $6.92B | $6.96B | · |
Arus Kas 14
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $25M | $10M | $33M | $32M | $26M | $9M | $31M | $32M | $32M | $11M | $33M | $35M | $31M | |
| Stock-based Comp | $7M | $10M | $-17M | $-100.0K | $6M | $2M | $2M | $9M | $8M | $14M | $10M | $13M | $12M | $24M | |
| Deferred Tax | $20M | $7M | $42M | $-73M | $47M | $-8M | $8M | $46M | $-12M | $-6M | $7M | $-316.0K | $-33.0K | $-24M | |
| Amort. of Intangibles | $13M | $13M | $7M | $16M | $14M | $14M | $9M | $15M | $16M | $17M | $9M | $19M | $21M | $17M | |
| Restructuring | $732.0K | $2M | $-8M | $3M | $687.0K | $1M | $-3M | $3M | $5M | $3M | $-7M | $4M | $2M | $3M | |
| Other Non-cash | · | $73M | · | · | · | $21M | · | · | · | $14M | · | · | $-54M | · | |
| Operating Cash Flow | $98M | $66M | $183M | $176M | $122M | $141M | $240M | $157M | $150M | $141M | $256M | $219M | $92M | $159M | |
| CapEx | $11M | $8M | $35M | $20M | $21M | $26M | $521.0K | $11M | $11M | $14M | $-10M | $21M | $25M | $16M | |
| Investing Cash Flow | $-12M | $555M | $-83M | $-51M | $-24M | $-35M | $-115M | $-14M | $-14M | $-16M | $-17M | $-54M | $-36M | $-90M | |
| Stock Repurchased | $207M | $375M | $705M | $149M | $323M | $43M | $16M | $287.0K | $976.0K | $17M | $21.0K | $0 | $68M | $25M | |
| Net Stock Activity | · | $-375M | · | · | · | $-43M | · | · | · | $-17M | · | · | $-68M | · | |
| Financing Cash Flow | $-103M | $-685M | $-925M | $-463M | $-346M | $-57M | $-28M | $-3M | $-14M | $-29M | $-165M | $-151M | $-63M | $-65M | |
| Net Change in Cash | $-18M | $-67M | $-804M | $-336M | $-234M | $56M | $84M | $147M | $118M | $94M | $80M | $10M | $-5M | $17M | |
| Free Cash Flow | · | $58M | · | · | · | $107M | · | · | · | $127M | · | · | $67M | · |
Profitabilitas 8
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.3% | 38.5% | · | 36.8% | 38.0% | 38.2% | · | 37.7% | 38.3% | 37.4% | · | 38.3% | 37.6% | · | |
| Operating Margin | 16.9% | 15.9% | · | -56.4% | 15.9% | 15.5% | · | 18.4% | 17.7% | 14.8% | · | 17.8% | 16.0% | · | |
| Net Margin | 6.3% | -6.0% | · | -52.2% | 10.8% | 10.2% | · | 12.1% | 11.6% | 9.3% | · | 11.1% | 9.8% | · | |
| Pretax Margin | 14.4% | 13.4% | · | -59.0% | 13.6% | 13.4% | · | 16.4% | 15.6% | 12.4% | · | 14.7% | 13.1% | · | |
| EBITDA Margin | 16.9% | 18.9% | · | -56.4% | 15.9% | 19.1% | · | 18.4% | 17.7% | 18.3% | · | 17.8% | 19.4% | · | |
| ROA | 0.86% | -0.78% | · | -7.6% | 1.5% | 1.3% | · | 1.6% | 1.7% | 1.2% | · | 1.6% | · | · | |
| ROE | 1.9% | -1.6% | · | -15.7% | 3.0% | 2.6% | · | 3.4% | 3.6% | 2.8% | · | 3.9% | · | · | |
| ROIC | 2.3% | 2.4% | · | -9.8% | 2.1% | 1.8% | · | 2.1% | 2.2% | 1.8% | · | 2.3% | · | · |
Likuiditas & Solvabilitas 4
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.0 | · | 2.1 | 2.6 | 2.7 | · | 2.8 | 2.5 | 2.4 | · | 2.3 | · | · | |
| Quick Ratio | 0.9 | 0.9 | · | 0.9 | 1.3 | 1.6 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | · | · | |
| Debt / Equity | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | · | · | |
| LT Debt / Equity | 0.9 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | · | · |
Efisiensi 3
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | |
| Inventory Turnover | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | · | · | |
| Receivables Turnover | 1.4 | 1.3 | · | 1.5 | 1.5 | 1.4 | · | 1.5 | 1.6 | 1.5 | · | 1.6 | · | · |
Valuasi (TTM) 4
| Metrik | Tren | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.32B | $3.17B | · | $3.16B | $3.13B | $3.13B | · | $3.30B | $3.57B | $3.78B | · | $4.02B | $4.01B | · | |
| Net Income TTM | $-402M | $-365M | · | $-202M | $425M | $434M | · | $425M | $427M | $411M | · | $429M | $402M | · | |
| P/E | -22.1 | -17.7 | · | -30.7 | 18.4 | 19.1 | · | 18.1 | 15.5 | 21.2 | · | 16.2 | 20.0 | · | |
| Earnings Yield | -4.5% | -5.7% | · | -3.3% | 5.4% | 5.2% | · | 5.5% | 6.4% | 4.7% | · | 6.2% | 5.0% | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| Pendapatan | $3.20B | $3.15B | — | — | — |
| Margin Kotor % | 39.1% | 37.9% | — | — | — |
| Margin Operasi % | 18.0% | 16.9% | — | — | — |
| Laba Bersih | $-278M | $428M | — | — | — |
| EPS Dilusian | $-5.32 | $7.90 | — | — | — |
Neraca
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| Utang / Ekuitas | 0.8 | 0.7 | — | — | — |
| Rasio Lancar | 2.6 | 2.8 | — | — | — |
| Rasio Cepat | 0.7 | 1.6 | — | — | — |
Arus Kas
| 2026-01-03 | 2024-12-28 | 2024-09-28 | 2024-06-29 | 2024-03-30 | |
|---|---|---|---|---|---|
| Arus Kas Bebas | $559M | $638M | — | — | — |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
- Mengapa Saham Middleby Melonjak Hari Ini, dan Mengapa Investor Harus Memperhatikan
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Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap
Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.
Pilihan Anda disimpan dan mengikuti Anda di semua ticker.
Pemilik institusional (13F) 480 pengaju · $4.3B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 92 (+21 vs Kuartal sebelumnya) | 45 (-7 vs Kuartal sebelumnya) | 109 (-29 vs Kuartal sebelumnya) | 164 (+38 vs Kuartal sebelumnya) | +9.8M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Garden Investment Management, L.P. | $581.348.561 | 3.379.737 | 13,59% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $320.000.180 | 1.860.358 | 7,48% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $304.553.338 | 1.770.556 | 7,12% | Saham |
| STATE STREET CORP | $229.321.324 | 1.333.186 | 5,36% | Saham |
| EARNEST PARTNERS LLC | $218.862.944 | 1.272.385 | 5,12% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $207.228.015 | 1.204.745 | 4,85% | Saham |
| FMR LLC | $187.606.663 | 1.090.673 | 4,39% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $169.017.425 | 982.413 | 3,95% | Saham |
| COOKE & BIELER LP | $108.709.632 | 631.996 | 2,54% | Saham |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $102.630.455 | 596.654 | 2,40% | Saham |
| TURTLE CREEK ASSET MANAGEMENT INC. | $101.085.218 | 730.564 | 2,36% | Saham |
| Select Equity Group, L.P. | $97.808.498 | 568.621 | 2,29% | Saham |
| Quantinno Capital Management LP | $96.845.684 | 563.023 | 2,26% | Saham |
| GOLDMAN SACHS GROUP INC | $84.435.753 | 490.877 | 1,97% | Saham |
| WELLINGTON MANAGEMENT GROUP LLP | $75.088.385 | 436.535 | 1,76% | Saham |
| RENAISSANCE TECHNOLOGIES LLC | $72.359.447 | 420.670 | 1,69% | Saham |
| D. E. Shaw & Co., Inc. | $70.868.292 | 412.001 | 1,66% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.944.744 | 313.614 | 1,26% | Saham |
| Brandywine Global Investment Management, LLC | $50.241.391 | 337.939 | 1,17% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $45.208.700 | 262.826 | 1,06% | Saham |
| Clarkston Capital Partners, LLC | $41.944.811 | 243.851 | 0,98% | Saham |
| VANGUARD GROUP INC | $41.854.768 | 281.528 | 0,98% | Saham |
| Boston Partners | $39.399.920 | 229.056 | 0,92% | Saham |
| NEUBERGER BERMAN GROUP LLC | $36.511.015 | 212.261 | 0,85% | Saham |
| AMERIPRISE FINANCIAL INC | $35.294.903 | 205.191 | 0,83% | Saham |
| MILLENNIUM MANAGEMENT LLC | $33.597.165 | 195.321 | 0,79% | Saham |
| JONES FINANCIAL COMPANIES LLLP | $31.616.877 | 182.377 | 0,74% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.470.883 | 177.146 | 0,71% | Saham |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.015.269 | 162.870 | 0,66% | Saham |
| Ancora Advisors LLC | $26.796.578 | 155.785 | 0,63% | Saham |
| Medina Value Partners, LLC | $24.077.272 | 139.976 | 0,56% | Saham |
| LAZARD ASSET MANAGEMENT LLC | $23.856.239 | 138.691 | 0,56% | Saham |
| NORGES BANK | $23.780.727 | 138.252 | 0,56% | Saham |
| CITADEL ADVISORS LLC | $21.740.688 | 126.392 | 0,51% | Saham |
| SOROS FUND MANAGEMENT LLC | $21.329.240 | 124.000 | 0,50% | Saham |
| RHUMBLINE ADVISERS | $19.731.909 | 114.714 | 0,46% | Saham |
| Gotham Asset Management, LLC | $18.871.217 | 109.710 | 0,44% | Saham |
| Impax Asset Management Group plc | $17.694.497 | 102.869 | 0,41% | Saham |
| MARSHALL WACE, LLP | $16.596.041 | 96.483 | 0,39% | Saham |
| California Public Employees Retirement System | $16.523.969 | 96.064 | 0,39% | Saham |
| CAPITAL FUND MANAGEMENT S.A. | $15.734.786 | 91.476 | 0,37% | Saham |
| Holocene Advisors, LP | $15.372.534 | 89.370 | 0,36% | Saham |
| Corient Private Wealth LP | $14.994.286 | 87.171 | 0,35% | Saham |
| Swiss National Bank | $14.483.242 | 84.200 | 0,34% | Saham |
| Qube Research & Technologies Ltd | $12.599.044 | 73.246 | 0,29% | Saham |
| Retirement Systems of Alabama | $11.830.160 | 68.776 | 0,28% | Saham |
| Leith Wheeler Investment Counsel Ltd. | $11.026.700 | 64.105 | 0,26% | Saham |
| Edgestream Partners, L.P. | $10.889.953 | 63.310 | 0,25% | Saham |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $10.410.182 | 78.520 | 0,24% | Saham |
| JUPITER ASSET MANAGEMENT LTD | $10.074.626 | 58.570 | 0,24% | Saham |
| Verition Fund Management LLC | $9.548.103 | 55.509 | 0,22% | Saham |
| BlackRock, Inc. | $9.323.114 | 54.201 | 0,22% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $9.247.251 | 53.760 | 0,22% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.047.726 | 52.600 | 0,21% | Opsi jual |
| BARCLAYS PLC | $8.886.553 | 51.663 | 0,21% | Saham |
| GABELLI FUNDS LLC | $8.600.500 | 50.000 | 0,20% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.408.173 | 55.877 | 0,17% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.312.661 | 42.513 | 0,17% | Saham |
| Bares Capital Management, Inc. | $7.261.301 | 54.625 | 0,17% | Saham |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.177.805 | 41.729 | 0,17% | Saham |
| FIRST TRUST ADVISORS LP | $7.107.975 | 41.325 | 0,17% | Saham |
| ALLIANCEBERNSTEIN L.P. | $6.889.387 | 51.964 | 0,16% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.632.018 | 38.556 | 0,16% | Saham |
| Freestone Grove Partners LP | $6.503.526 | 37.809 | 0,15% | Saham |
| AMERICAN CENTURY COMPANIES INC | $6.443.322 | 37.459 | 0,15% | Saham |
| RAYMOND JAMES FINANCIAL INC | $6.441.775 | 37.450 | 0,15% | Saham |
| UBS Group AG | $6.276.645 | 36.490 | 0,15% | Saham |
| ROYAL BANK OF CANADA | $6.081.000 | 35.355 | 0,14% | Saham |
| Pacific Capital Partners Ltd | $5.968.919 | 34.701 | 0,14% | Saham |
| HEARTLAND ADVISORS INC | $5.607.354 | 32.599 | 0,13% | Saham |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.503.288 | 31.994 | 0,13% | Saham |
| FRANKLIN RESOURCES INC | $5.374.968 | 31.248 | 0,13% | Saham |
| PNC Financial Services Group, Inc. | $4.911.574 | 28.554 | 0,11% | Saham |
| BANK OF AMERICA CORP /DE/ | $4.550.181 | 26.453 | 0,11% | Saham |
| Mayar Capital Ltd. | $4.506.662 | 26.200 | 0,11% | Saham |
| Trexquant Investment LP | $4.430.806 | 25.759 | 0,10% | Saham |
| Legal & General Group Plc | $4.228.006 | 24.580 | 0,10% | Saham |
| Bridgewater Associates, LP | $4.164.534 | 24.211 | 0,10% | Saham |
| NATIXIS | $4.133.916 | 24.033 | 0,10% | Saham |
| FIFTH THIRD BANCORP | $4.056.074 | 23.581 | 0,09% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.007.833 | 23.300 | 0,09% | Opsi beli |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.576.213 | 26.974 | 0,08% | Saham |
| XTX Topco Ltd | $3.549.942 | 20.638 | 0,08% | Saham |
| MetLife Investment Management, LLC | $3.449.833 | 20.056 | 0,08% | Saham |
| Focus Partners Wealth | $3.441.176 | 20.004 | 0,08% | Saham |
| Police & Firemen's Retirement System of New Jersey | $3.428.675 | 19.933 | 0,08% | Saham |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $3.404.989 | 22.903 | 0,08% | Saham |
| PALISADE CAPITAL MANAGEMENT, LP | $3.297.604 | 19.171 | 0,08% | Saham |
| EASTERLY INVESTMENT PARTNERS LLC | $3.194.226 | 18.570 | 0,07% | Saham |
| State of Tennessee, Department of Treasury | $3.134.711 | 18.224 | 0,07% | Saham |
| CITADEL ADVISORS LLC | $3.130.582 | 18.200 | 0,07% | Opsi beli |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.126.282 | 18.175 | 0,07% | Saham |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.932.254 | 17.047 | 0,07% | Saham |
| Broyhill Asset Management, LLC | $2.912.473 | 16.932 | 0,07% | Saham |
| GHP Investment Advisors, Inc. | $2.839.599 | 21.418 | 0,07% | Saham |
| Vanguard Global Advisers, LLC | $2.797.915 | 16.266 | 0,07% | Saham |
| Nuveen Asset Management, LLC | $2.759.658 | 20.374 | 0,06% | Saham |
| JANUS HENDERSON GROUP PLC | $2.725.228 | 20.560 | 0,06% | Saham |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2.659.275 | 15.460 | 0,06% | Saham |
| Squarepoint Ops LLC | $2.643.450 | 15.368 | 0,06% | Saham |
Orang dalam perusahaan 35 orang dalam · 8 pejabat · 16 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Selim A Bassoul | CEO, Chairman, President | 13 Maret 2017 F | 548.552 | 0 | 0 | $0 |
| Bryan E. Mittelman | Chief Financial Officer | 15 Mei 2022 A | 22.582 | 0 | 0 | $0 |
| Nazih Ibrahim | Division President | 8 Maret 2007 A | 5.750 | 0 | 0 | $0 |
| David Brewer | Executive VP and COO | 28 Des. 2020 F | 74.847 | 0 | 0 | $0 |
| Iii James K Pool | Chief Technology and* | 15 Mei 2022 A | 29.688 | 0 | 0 | $0 |
| Steve Spittle | Chief Commercial Officer | 15 Mei 2022 A | 23.871 | 0 | 0 | $0 |
| Mark A Sieron | Vice President | 6 Juni 2007 S | 40.100 | 0 | 0 | $0 |
| David Brian Baker | Chief Administrative Officer | 2 Juni 2004 S | 19.333 | 0 | 0 | $0 |
| Edward P. Garden | Direktur | 6 Maret 2026 A | 2.269 | 7 | 0 | $14.996.482 |
| Glenn A Eisenberg | Direktur | 6 Maret 2026 A | 1.161 | 0 | 0 | $0 |
| Gordon Obrien | Direktur | 6 Maret 2026 A | 17.515 | 0 | 0 | $0 |
| Cathy L Mccarthy | Direktur | 6 Maret 2026 A | 10.880 | 0 | 0 | $0 |
| John R Miller III | Direktur | 22 Mei 2023 S | 11.791 | 0 | 0 | $0 |
| Robert A Nerbonne | Direktur | 13 Mei 2022 P | 17.276 | 0 | 0 | $0 |
| Nassem Ziyad | Direktur | 2 Maret 2022 A | 8.810 | 0 | 0 | $0 |
| Chapin Sarah Palisi | Direktur | 2 Maret 2022 A | 7.710 | 0 | 0 | $0 |
| Robert B Lamb | Direktur | 16 Mei 2018 A | 14.879 | 0 | 0 | $0 |
| Philip G Putnam | Direktur | 12 Des. 2016 S | 11.600 | 0 | 0 | $0 |
| Sabin C Streeter | Direktur | 16 Maret 2015 A | 34.900 | 0 | 0 | $0 |
| Ryan Levenson | Direktur | 15 Maret 2012 S | 2.270 | 0 | 0 | $0 |
| Robert L Yohe | Direktur | 7 Maret 2008 G | 35.000 | 0 | 0 | $0 |
| Robert R Henry | Direktur | 8 Des. 2004 M | 99.000 | 0 | 0 | $0 |
| David P Riley | Direktur | 24 Feb. 2004 S | 0 | 0 | 0 | $0 |
| William F. Whitman Jr. Irrevocable Trust dtd Nov. 29, 2003 | Pemilik 10% | 23 Des. 2004 S | 0 | 0 | 0 | $0 |
| Thomas Danziger | Pemilik 10% | 23 Des. 2004 S | 0 | 0 | 0 | $0 |
| WHITMAN WILLIAM JR DECLARATION OF TRUST | Pemilik 10% | 25 Feb. 2004 J | 0 | 0 | 0 | $0 |
| Timothy John Fitzgerald | — | 13 Maret 2026 F | 346.378 | 0 | 0 | $0 |
| Christopher M Hix | — | 6 Maret 2026 A | 1.161 | 0 | 0 | $0 |
| Martin M Lindsay | — | 1 Maret 2023 F | 86.823 | 0 | 0 | $0 |
| Phil Dolori DR | — | 8 Mei 2007 S | 0 | 0 | 0 | $0 |
| Barbara K Whitman | — | 20 Juli 2005 S | 100.000 | 0 | 0 | $0 |
| William F Whitman III | — | 20 Juli 2005 S | 0 | 0 | 0 | $0 |
| Laura B Whitman | — | 20 Juli 2005 S | 0 | 0 | 0 | $0 |
| WHITMAN WILLIAM F JR | — | 20 Juli 2005 S | 0 | 0 | 0 | $0 |
| Don A Lummus | — | 31 Des. 2003 S | 73.278 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 15 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| GI SPV I L.P., GI SPV I GP LLC, Garden Investment Management, L.P., Garden Investment Management GP, LLC, Edward P. Garden ×2 pengajuan | 6 Jan. 2026 | 6,71% | Amandemen | — | SEC |
| The Middleby Corporation (2) | 22 Agu 2008 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 27 Mei 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 14 Jan. 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 13 Jan. 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 13 Jan. 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 13 Jan. 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 3 Jan. 2005 | — | Pengajuan awal | Investasi pasif | SEC |
| WHITMAN IRREVOCABLE TRUST (f/k/a William F. Whitman, Jr. Declaration of Trust), THOMAS C. DANZIGER | 20 Des. 2004 | — | Pengajuan awal | — | SEC |
| WILLIAM F. WHITMAN, JR., BARBARA K. WHITMAN, BARBARA K. WHITMAN, TRUSTEE UNDER TRUST AGREEMENTS DATED DECEMBER 21, 2003 FOR THE BENEFIT OF LAURA B. WHITMAN, WILLIAM F. WHITMAN III AND BARBARA K. WHITMAN, WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN AS TRUSTEE UNDER WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN CHARITABLE REMAINDER TRUST AGREEMENT DATED AUGUST 3, 2004 ×4 pengajuan | 20 Des. 2004 | — | Pengajuan awal | — | SEC |
| WILLIAM F. WHITMAN, JR. DECLARATION OF TRUST, THOMAS C. DANZIGER ×2 pengajuan | 9 Maret 2004 | — | Pengajuan awal | — | SEC |
| Robert R. Henry | 8 Jan. 2004 | — | Pengajuan awal | Investasi pasif | SEC |
| Orang pelapor yang tidak diungkapkan | 12 Sep. 2003 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 11 Juni 2003 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan | 31 Jan. 2003 | — | Pengajuan awal | Investasi pasif | 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.
Kepemilikan ETF Dimiliki oleh 90 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 2,19% | 2.158 NS | 30 April 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,52% | 503 NS | 30 April 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1,41% | 501 NS | 30 April 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,76% | 319.354 SH | 8 Agu 2026 | Harian |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,68% | 33.812 NS | 30 April 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,41% | 35.717 SH | 8 Agu 2026 | Harian |
| TMFX · RBB Fund, Inc. | 0,37% | 769 NS | 31 Mei 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,32% | 3.374 NS | 31 Mei 2026 | N-PORT |
| IJJ · iShares Trust | 0,31% | 211.585 SH | 8 Agu 2026 | Harian |
| IQSM · New York Life Investments ETF Trust | 0,29% | 6.501 NS | 30 April 2026 | N-PORT |
| MADE · iShares Trust | 0,24% | 1.144 SH | 8 Agu 2026 | Harian |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 67.134 SH | 8 Agu 2026 | Harian |
| PTMC · Pacer Funds Trust | 0,19% | 5.328 NS | 30 April 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,19% | 6.212 SH | 8 Agu 2026 | Harian |
| BKMC · BNY Mellon ETF Trust | 0,19% | 8.186 NS | 30 April 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,18% | 2.008 NS | 30 April 2026 | N-PORT |
| XJH · iShares Trust | 0,17% | 5.629 SH | 8 Agu 2026 | Harian |
| PKW · Invesco Exchange-Traded Fund Trust | 0,17% | 22.960 SH | 8 Agu 2026 | Harian |
| MVV · ProShares Trust | 0,16% | 1.600 NS | 31 Mei 2026 | N-PORT |
| IJH · iShares Trust | 0,15% | 1.434.255 SH | 8 Agu 2026 | Harian |
| VBR · VANGUARD INDEX FUNDS | 0,15% | 592.485 SH | 8 Agu 2026 | Harian |
| DFAS · Dimensional ETF Trust | 0,15% | 145.670 NS | 30 April 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 20.391 NS | 30 April 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,13% | 125.319 NS | 31 Mei 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 22.379 NS | 30 April 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 767 NS | 30 April 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,13% | 1.147 NS | 30 April 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,13% | 12.611 SH | 8 Agu 2026 | Harian |
| ISCV · iShares Trust | 0,11% | 6.021 SH | 8 Agu 2026 | Harian |
| UMDD · ProShares Trust | 0,11% | 224 NS | 31 Mei 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,10% | 50.892 SH | 8 Agu 2026 | Harian |
| ISCB · iShares Trust | 0,10% | 2.089 SH | 8 Agu 2026 | Harian |
| FIDU · FIDELITY COVINGTON TRUST | 0,10% | 14.207 NS | 30 April 2026 | N-PORT |
| ISCG · iShares Trust | 0,08% | 6.102 SH | 8 Agu 2026 | Harian |
| DFAT · Dimensional ETF Trust | 0,08% | 78.144 NS | 30 April 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 476.810 SH | 8 Agu 2026 | Harian |
| VB · VANGUARD INDEX FUNDS | 0,08% | 933.301 SH | 8 Agu 2026 | Harian |
| REVS · Columbia ETF Trust I | 0,08% | 1.589 NS | 30 April 2026 | N-PORT |
| SMMD · iShares Trust | 0,08% | 21.830 SH | 8 Agu 2026 | Harian |
| SMLF · iShares Trust | 0,07% | 22.328 SH | 8 Agu 2026 | Harian |
| TILT · FlexShares Trust | 0,07% | 9.856 NS | 30 April 2026 | N-PORT |
| IYJ · iShares Trust | 0,07% | 9.801 SH | 8 Agu 2026 | Harian |
| DFSV · Dimensional ETF Trust | 0,07% | 35.528 NS | 30 April 2026 | N-PORT |
| IWS · iShares Trust | 0,06% | 65.131 SH | 8 Agu 2026 | Harian |
| ESML · iShares Trust | 0,05% | 11.266 SH | 8 Agu 2026 | Harian |
| WSML · iShares Trust | 0,05% | 2.564 SH | 8 Agu 2026 | Harian |
| DEUS · DBX ETF Trust | 0,05% | 818 NS | 29 Mei 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 1.305 NS | 30 April 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,05% | 992 NS | 31 Mei 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 176.781 SH | 8 Agu 2026 | Harian |