BHE Benchmark Electronics, Inc. Common Stock

NYSE · Electrical Equipment · Visualizza su SEC EDGAR ↗
$79,53
Prezzo · Ago 18, 2026
Fondamentali al Lug 29, 2026

Informazioni su Benchmark Electronics, Inc. Common Stock Panoramica della società da Wikipedia

Benchmark Electronics Inc is an EMS, ODM, and OEM company based in Tempe, Arizona in the Phoenix metropolitan area. It provides contract manufacturing services.

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Benchmark Electronics Inc is an EMS, ODM, and OEM company based in Tempe, Arizona in the Phoenix metropolitan area. It provides contract manufacturing services.

History

Initially a subsidiary of Intermedics, a medical implant manufacturer, Benchmark was sold to Electronic Investors Corporation in 1986.

The company made an IPO in 1990.

In 2007 Benchmark Electronics acquired Pemstar Inc, another contract manufacturer.

In December 2011, founder and chairman Cary Fu promoted Gayla Delly to CEO in December 2011.

On September 16, 2016, Benchmark named Paul J. Tufano president and chief executive officer, effective immediately. He replaced Gayla Delly, who had been with Benchmark since 1996.

Tufano stepped down from his position as president and CEO on March 18, 2019 and is replaced by Jeff Benck.

Benchmark ranked as the 18th largest EMS/ODM company worldwide in the CIRCUITS ASSEMBLY Top 50 for 2019.

In June 2020, the company announced plans to shutter its factory in Angleton, TX.

Customers

Benchmark Electronics's customers have included Sun Microsystems, Medtronic, Ouster inc, EMC Corporation, iRobot, and Silicon Graphics.

Services

While basic computing-related products made up the majority of its earlier product lines, the company also manufactures telecommunications equipment and medical devices. Benchmark has also expanded its business into precision technologies, providing extensive precision mechanical manufacturing capabilities.

Production bases and facilities

Benchmark Electronics has operations in eight countries and has 23 sites.

The company has production bases in Almelo, Netherlands; Austin, TX; Bangkok, Thailand; Brasov, Romania; Guadalajara, Mexico; Tempe, Arizona; Tijuana, Mexico; Huntsville, AL; Penang, Malaysia; Nashua, NH; Singapore; Suzhou, China.; and Winona & Rochester, MN.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

BHE Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$79.53
Capitalizzazione di Mercato
$2.85B
P/E (TTM)
117.6
EPS (TTM)
$0.68
Ricavi (TTM)
$2.66B
Rendimento div.
0.86%
ROE
2.2%
D/E Debito/Patrimonio
Intervallo 52 sett.
$36 – $100

BHE Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $2.66B
10-point trend, +14.5%
2016-12-31 2025-12-31
EPS $0.68
10-point trend, -46.9%
2016-12-31 2025-12-31
Flusso di cassa libero $88M
10-point trend, -63.5%
2016-12-31 2025-12-31
Margini 0.93%
10-point trend, +10.0%
2016-12-31 2025-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
P/E (TTM)
5-point trend, +129.7%
117.6
54.2
P/S (TTM)
5-point trend, +35.6%
1.1
1.8
P/B
5-point trend, +41.5%
2.6
1.5
Price / FCF (Prezzo / FCF)
5-point trend, +174.9%
32.3

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +11.3%
10.2%
18.0%
Operating Margin (Margine Operativo)
5-point trend, +21.7%
2.9%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -41.5%
0.93%
0.80%
ROA
5-point trend, -39.8%
1.2%
0.78%
ROE
5-point trend, -38.2%
2.2%
1.1%
ROIC
5-point trend, -35.0%
2.8%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, +10.6%
2.3
2.1
Quick Ratio
5-point trend, +17.0%
1.1

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +17.9%
0.11%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +17.9%
-2.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +17.9%
5.3%
EPS YoY
5-point trend, -31.3%
-59.0%
Net Income YoY (Utile Netto YoY)
5-point trend, -30.5%
-59.3%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -31.3%
$0.68

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
BHE
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +51.1%
98.3%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
0.86%
Rapporto di Distribuzione Utili
98.3%
CAGR Dividendi 5Y
Data ex-dividendoImporto
30 Giugno 2026$0,1700
31 Marzo 2026$0,1700
31 Dicembre 2025$0,1700
30 Settembre 2025$0,1700
30 Giugno 2025$0,1700
31 Marzo 2025$0,1700
31 Dicembre 2024$0,1700
30 Settembre 2024$0,1700
28 Giugno 2024$0,1650
27 Marzo 2024$0,1650
28 Dicembre 2023$0,1650
28 Settembre 2023$0,1650
29 Giugno 2023$0,1650
30 Marzo 2023$0,1650
29 Dicembre 2022$0,1650
29 Settembre 2022$0,1650
29 Giugno 2022$0,1650
30 Marzo 2022$0,1650
29 Dicembre 2021$0,1650
29 Settembre 2021$0,1650

BHE Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 8 analisti
  • Acquisto forte 1 12,5%
  • Compra 5 62,5%
  • Mantieni 2 25,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

3 analisti · 2026-08-19
Target mediano $90.00 +13,2%
Target medio $86.00 +8,1%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.03%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.75 $0.69 0.06%
31 Marzo 2026 $0.58 $0.56 0.02%
31 Dicembre 2025 $0.71 $0.65 0.06%
30 Settembre 2025 $0.62 $0.58 0.04%
30 Giugno 2025 $0.55 $0.55 0.00%
31 Marzo 2025 $0.52 $0.51 0.01%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
BHE $1.53B 62.9 0.11% 0.93% 2.2% 10.2%
JBL $22.02B 34.6 3.2% 2.2% 40.4% 8.9%
TTMI $7.36B 42.4 19.0% 6.1% 10.4% 20.7%
SANM $6.09B 25.6 7.4% 3.0% 9.9% 8.8%
PLXS $3.84B 22.9 1.8% 4.3% 12.3% 10.1%
IPGP 98.1 2.7%
CTS $1.23B 19.6 5.2% 12.1% 11.8% 38.4%
KE $466M 28.3 -13.3% 1.1% 3.1% 7.0%
MEI -8.5 -2.8% -3.5% -5.3% 19.8%
OPTX

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 16
Dati annuali Conto Economico per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -4.9% $2.66B $2.66B $2.84B $2.89B $2.26B $2.05B $2.27B $2.57B $2.45B $2.32B $2.54B $2.80B
Cost of Revenue 12-point trend, -7.3% $2.39B $2.39B $2.57B $2.63B $2.05B $1.88B $2.08B $2.36B $2.23B $2.11B $2.32B $2.58B
Gross Profit 12-point trend, +22.6% $270M $270M $271M $255M $206M $175M $186M $206M $226M $215M $219M $220M
SG&A Expense 12-point trend, +42.1% $160M $149M $147M $150M $137M $122M $127M $128M $130M $113M $107M $112M
Operating Income 12-point trend, -24.1% $76M $109M $110M $90M $53M $25M $29M $59M $77M $77M $93M $100M
Interest Expense 12-point trend, +966.6% $20M $27M $32M $13M $8M $8M $7M $10M $9M $9M $3M $2M
Interest Income 12-point trend, +366.4% $10M $10M $6M $2M $540.0K $1M $4M $7M $5M $2M $1M $2M
Other Non-op 12-point trend, -133.7% $-4M $-9M $-3M $5M $277.0K $-673.0K $2M $628.0K $-2M $-282.0K $-1M $-2M
Pretax Income 12-point trend, -37.6% $62M $84M $81M $84M $45M $17M $27M $56M $71M $69M $90M $99M
Income Tax 12-point trend, +111.0% $37M $23M $12M $16M $10M $3M $4M $33M $103M $5M $-5M $17M
Net Income 12-point trend, -69.4% $25M $61M $69M $68M $36M $14M $23M $23M $-32M $64M $95M $81M
EPS (Basic) 12-point trend, -54.6% $0.69 $1.70 $1.94 $1.94 $1.00 $0.38 $0.61 $0.49 $-0.64 $1.30 $1.85 $1.52
EPS (Diluted) 12-point trend, -54.7% $0.68 $1.66 $1.92 $1.91 $0.99 $0.38 $0.60 $0.49 $-0.64 $1.28 $1.83 $1.50
Shares (Basic) 12-point trend, -33.0% 35,879,000 35,970,000 35,566,000 35,179,000 35,655,000 36,524,000 38,338,000 46,332,000 49,680,000 49,298,000 51,573,000 53,538,000
Shares (Diluted) 12-point trend, -33.1% 36,300,000 36,759,000 35,973,000 35,718,000 36,101,000 36,817,000 38,763,000 46,655,000 49,680,000 49,825,000 52,088,000 54,222,000
EBITDA 12-point trend, -15.6% $124M $156M $155M $134M $97M $74M $77M $110M $127M $131M $143M $147M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -24.6% $322M $315M $277M $207M $272M $391M $348M $458M $743M $681M $466M $427M
Receivables 12-point trend, -24.8% $391M $412M $449M $492M $356M $309M $324M $468M $437M $441M $479M $520M
Inventory 12-point trend, +20.3% $483M $554M $684M $728M $523M $327M $315M $310M $269M $381M $412M $401M
Prepaid Expense 12-point trend, +138.6% $69M $45M $44M $41M $42M $26M $30M $27M $36M $28M $31M $29M
Current Assets 12-point trend, +5.0% $1.45B $1.51B $1.64B $1.65B $1.35B $1.20B $1.20B $1.40B $1.63B $1.53B $1.39B $1.38B
PP&E (Net) 12-point trend, +17.7% $224M $225M $228M $211M $187M $185M $206M $211M $186M $166M $178M $190M
PP&E (Gross) 12-point trend, +35.3% $748M $740M $734M $697M $660M $666M $685M $672M $619M $573M $557M $553M
Accum. Depreciation 12-point trend, +44.6% $524M $515M $506M $486M $473M $480M $479M $461M $432M $406M $379M $363M
Goodwill 12-point trend, +317.9% $192M $192M $192M $192M $192M $192M $192M $192M $192M $192M $199M $46M
Intangibles 12-point trend, +73.6% $39M $44M $51M $58M $64M $70M $76M $84M $91M $96M $107M $22M
Other Non-current Assets 12-point trend, +140.2% $70M $66M $61M $66M $72M $80M $85M $91M $97M $103M $114M $29M
Total Assets 12-point trend, +23.7% $2.07B $2.13B $2.27B $2.23B $1.90B $1.74B $1.76B $1.90B $2.11B $2.01B $1.89B $1.68B
Accounts Payable 12-point trend, +39.1% $403M $354M $367M $424M $427M $282M $303M $422M $363M $326M $251M $290M
Accrued Liabilities 7-point trend, +3.3% $105M $122M $115M $110M $103M $100M $102M · · · · ·
Current Liabilities 12-point trend, +77.0% $636M $649M $714M $749M $654M $481M $459M $537M $478M $412M $333M $359M
Capital Leases 12-point trend, +1015.8% $99M $109M $123M $87M $91M $72M $68M $5M $6M $7M $8M $9M
Deferred Tax 11-point trend, +7513000.00 $8M $4M $0 $495.0K $84.0K $5M $14M $14M $9M $0 · $0
Other Non-current Liabilities 12-point trend, +30.9% $23M $18M $32M $44M $55M $66M $65M $69M $90M $10M $16M $18M
Total Liabilities 3-point trend, +26.2% $972M $1.03B · · · · · · $770M · · ·
Long-term Debt 8-point trend, +42.4% $211M $257M $331M $324M $130M $136M $143M $148M · · · ·
Common Stock 12-point trend, -32.7% $4M $4M $4M $4M $4M $4M $4M $4M $5M $5M $5M $5M
Paid-in Capital 12-point trend, -17.3% $537M $535M $529M $519M $507M $510M $512M $555M $634M $626M $625M $650M
Retained Earnings 12-point trend, -11.8% $568M $587M $561M $520M $480M $492M $516M $584M $708M $748M $705M $644M
Treasury Stock · · · · · · · · · · · $0
AOCI 12-point trend, +5.3% $-9M $-21M $-14M $-16M $-17M $-17M $-17M $-11M $-8M $-14M $-13M $-9M
Stockholders' Equity 12-point trend, -14.7% $1.10B $1.10B $1.08B $1.03B $974M $990M $1.01B $1.13B $1.34B $1.37B $1.32B $1.29B
Liabilities + Equity 12-point trend, +23.7% $2.07B $2.13B $2.27B $2.23B $1.90B $1.74B $1.76B $1.90B $2.11B $2.00B $1.89B $1.68B
Shares Outstanding 12-point trend, -32.7% 35,669,000 35,992,000 35,664,000 35,164,000 35,213,000 36,295,000 36,957,000 41,357,000 49,143,000 49,330,000 50,178,000 52,994,000
Flusso di cassa 19
Dati annuali Flusso di cassa per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +2.5% $48M $46M $45M $44M $44M $49M $48M $52M $49M $55M $50M $46M
Stock-based Comp 12-point trend, +167.6% $17M $13M $15M $18M $15M $10M $10M $10M $8M $5M $8M $6M
Deferred Tax 12-point trend, -147.7% $-6M $-4M $-13M $-7M $-7M $-7M $-2M $8M $7M $8M $-13M $12M
Amort. of Intangibles 12-point trend, +27.4% $5M $5M $6M $6M $6M $9M $9M $9M $10M $12M $5M $4M
Restructuring 12-point trend, +605.4% $7M $6M $7M $6M $9M $13M $9M $5M $5M $5M $8M $1M
Other Non-cash 12-point trend, +474.6% $40M $72M $64M $-301M $-91M $55M $13M $-16M $112M $141M $7M $-11M
Operating Cash Flow 12-point trend, -8.5% $124M $189M $174M $-177M $-3M $120M $93M $77M $146M $273M $147M $135M
CapEx 12-point trend, -19.4% $36M $31M $73M $43M $39M $35M $33M $63M $51M $30M $37M $44M
Investing Cash Flow 12-point trend, -19.0% $-33M $-33M $-77M $-41M $-42M $-34M $-35M $-69M $-56M $-21M $-267M $-27M
Debt Issued 5-point trend, +494.1% $891M $600M $750M $828M $150M · · · · · · ·
Net Debt Issued 3-point trend, -861.6% $-45M $-74M $6M · · · · · · · · ·
Stock Repurchased 12-point trend, -38.7% $27M $5M $0 $9M $40M $25M $122M $212M $29M $42M $68M $44M
Net Stock Activity 12-point trend, +38.7% $-27M $-5M $0 $-9M $-40M $-25M $-122M $-212M $-29M $-42M $-68M $-44M
Dividends Paid 10-point trend, +24425000.00 $24M $24M $23M $23M $23M $23M $23M $21M $0 $0 · ·
Financing Cash Flow 12-point trend, -325.6% $-106M $-109M $-24M $159M $-74M $-58M $-153M $-291M $-31M $-35M $159M $-25M
Net Change in Cash 12-point trend, -106.9% $-6M $45M $76M $-64M $-124M $32M $-94M $-284M $61M $215M $39M $82M
Taxes Paid 12-point trend, +1042.7% $67M $47M $38M $28M $21M $18M $17M $49M $6M $8M $9M $6M
Free Cash Flow 12-point trend, -4.4% $88M $158M $101M $-221M $-41M $86M $61M $14M $95M $242M $110M $92M
Levered FCF 12-point trend, -11.8% $80M $138M $76M $-231M $-48M $79M $55M $10M $99M $233M $107M $91M
Redditività 8
Dati annuali Redditività per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +29.3% 10.2% 10.2% 9.6% 8.8% 9.1% 8.5% 8.8% 8.6% 9.2% 9.2% 8.6% 7.9%
Operating Margin 12-point trend, -20.1% 2.9% 4.1% 3.9% 3.1% 2.4% 1.2% 1.3% 2.3% 3.2% 3.3% 3.7% 3.6%
Net Margin 12-point trend, -68.5% 0.93% 2.4% 2.3% 2.4% 1.6% 0.68% 1.0% 0.89% -1.3% 2.8% 3.8% 2.9%
Pretax Margin 12-point trend, -35.3% 2.3% 3.2% 2.9% 2.9% 2.0% 0.84% 1.2% 2.2% 2.9% 2.9% 3.5% 3.6%
EBITDA Margin 12-point trend, -11.3% 4.7% 5.9% 5.5% 4.7% 4.3% 3.6% 3.4% 4.3% 5.2% 5.7% 5.6% 5.2%
ROA 12-point trend, -75.6% 1.2% 2.9% 2.9% 3.3% 2.0% 0.80% 1.3% 1.1% -1.6% 3.3% 5.3% 4.8%
ROE 12-point trend, -65.0% 2.2% 5.8% 6.1% 6.8% 3.6% 1.4% 2.2% 1.8% -2.4% 4.8% 7.3% 6.4%
ROIC 12-point trend, -56.4% 2.8% 7.4% 8.1% 7.1% 4.3% 2.1% 2.4% 2.1% -2.6% 5.2% 7.4% 6.4%
Liquidità e Solvibilità 3
Dati annuali Liquidità e Solvibilità per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -41.1% 2.3 2.3 2.3 2.2 2.1 2.5 2.6 2.6 3.4 3.7 4.2 3.9
Quick Ratio 12-point trend, -57.5% 1.1 1.1 1.0 0.9 1.0 1.5 1.5 1.7 2.5 2.7 2.8 2.6
Interest Coverage 12-point trend, -92.9% 3.8 4.1 3.4 7.0 6.3 3.0 4.3 5.6 8.4 8.1 31.0 53.0
Efficienza 3
Dati annuali Efficienza per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -23.0% 1.3 1.2 1.3 1.4 1.2 1.2 1.2 1.3 1.2 1.2 1.4 1.6
Inventory Turnover 12-point trend, -25.3% 4.6 3.9 3.6 4.2 4.8 5.8 6.6 8.1 5.8 5.3 5.7 6.2
Receivables Turnover 12-point trend, +24.7% 6.6 6.2 6.0 6.8 6.8 6.5 5.7 5.7 5.6 5.0 5.1 5.3
Per Azione 6
Dati annuali Per Azione per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +26.6% $30.83 $30.93 $30.26 $29.19 $27.65 $27.27 $27.46 $27.38 $27.04 $27.68 $26.34 $24.36
Revenue / Share 12-point trend, +42.0% $73.25 $72.26 $78.92 $80.81 $62.47 $55.77 $58.51 $55.01 $49.65 $46.37 $48.78 $51.59
Cash Flow / Share 12-point trend, +35.5% $3.42 $5.15 $4.85 $-4.97 $-0.07 $3.27 $2.40 $1.64 $2.94 $5.47 $2.82 $2.52
Cash / Share 12-point trend, +12.0% $9.03 $8.76 $7.78 $5.90 $7.72 $10.77 $9.40 $11.08 $15.11 $13.81 $9.29 $8.06
Dividend / Share · · · · · · $0 · · · · ·
EPS (TTM) 12-point trend, -54.7% $0.68 $1.66 $1.92 $1.91 $0.99 $0.38 $0.60 $0.49 $-0.64 $1.28 $1.83 $1.50
Tassi di Crescita 10
Dati annuali Tassi di Crescita per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -98.9% 0.11% -6.4% -1.6% 28.0% 9.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -123.7% -2.7% 5.6% 11.4% · · · · · · · · ·
Revenue CAGR 5Y 5.3% · · · · · · · · · · ·
EPS YoY 5-point trend, -136.8% -59.0% -13.5% 0.52% 92.9% 160.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, -140.7% -29.1% 18.8% 71.6% · · · · · · · · ·
EPS CAGR 5Y 12.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -138.4% -59.3% -11.3% 1.1% 90.7% 154.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -140.9% -28.6% 19.6% 69.9% · · · · · · · · ·
Net Income CAGR 5Y 12.1% · · · · · · · · · · ·
Dividend CAGR 5Y 1.2% · · · · · · · · · · ·
Valutazione (TTM) 13
Dati annuali Valutazione (TTM) per BHE
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -4.9% $2.66B $2.66B $2.84B $2.89B $2.26B $2.05B $2.27B $2.57B $2.45B $2.32B $2.54B $2.80B
Net Income TTM 12-point trend, -69.4% $25M $61M $69M $68M $36M $14M $23M $23M $-32M $64M $95M $81M
Market Cap 12-point trend, +13.1% $1.53B $1.63B $986M $939M $954M $980M $1.27B $876M $1.43B $1.50B $1.04B $1.35B
P/E 12-point trend, +270.8% 62.9 27.3 14.4 14.0 27.4 71.1 57.3 43.2 -45.5 23.8 11.3 17.0
P/S 12-point trend, +19.0% 0.6 0.6 0.3 0.3 0.4 0.5 0.6 0.3 0.6 0.6 0.4 0.5
P/B 12-point trend, +32.8% 1.4 1.5 0.9 0.9 1.0 1.0 1.3 0.8 1.1 1.1 0.8 1.0
P / Tangible Book 6-point trend, +30.3% 1.8 1.9 1.2 1.2 1.3 1.3 · · · · · ·
P / Cash Flow 12-point trend, +24.7% 12.3 8.6 5.7 -5.3 -363.9 8.1 13.6 11.4 9.8 5.5 7.1 9.9
P / FCF 12-point trend, +18.4% 17.3 10.3 9.8 -4.3 -23.0 11.4 21.0 63.1 15.0 6.2 9.5 14.6
Dividend Yield 10-point trend, +0.02 1.6% 1.5% 2.4% 2.5% 2.4% 2.4% 1.8% 2.4% 0.00% 0.00% · ·
Earnings Yield 12-point trend, -73.1% 1.6% 3.7% 7.0% 7.2% 3.6% 1.4% 1.8% 2.3% -2.2% 4.2% 8.8% 5.9%
Payout Ratio 8-point trend, +6.8% 98.3% 37.8% 36.5% 33.9% 65.0% 163.9% 99.4% 92.1% · · · ·
Annual Payout 10-point trend, +24425000.00 $24M $24M $23M $23M $23M $23M $23M $21M $0 $0 · ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $2.66B$2.66B$2.84B$2.89B$2.26B
Margine Lordo % 10.2%10.2%9.6%8.8%9.1%
Margine Operativo % 2.9%4.1%3.9%3.1%2.4%
Utile netto $25M$61M$69M$68M$36M
EPS Diluito $0.68$1.66$1.92$1.91$0.99
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Rapporto corrente 2.32.32.32.22.1
Quick Ratio 1.11.11.00.91.0
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $88M$158M$101M$-221M$-41M

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Proprietari istituzionali (13F) 351 filer · $2.3B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
96 (+37 vs trimestre precedente) 17 (-8 vs trimestre precedente) 92 (+15 vs trimestre precedente) 101 (+16 vs trimestre precedente) +4.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $319.394.987 3.237.002 13,65% Azioni
DIMENSIONAL FUND ADVISORS LP $211.740.508 2.145.946 9,05% Azioni
AMERICAN CENTURY COMPANIES INC $184.555.624 1.870.433 7,89% Azioni
EARNEST PARTNERS LLC $161.884.810 1.640.669 6,92% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $153.379.654 1.554.471 6,55% Azioni
STATE STREET CORP $141.643.935 1.433.075 6,05% Azioni
GEODE CAPITAL MANAGEMENT, LLC $91.420.100 926.346 3,91% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $58.361.825 591.485 2,49% Azioni
TWO SIGMA INVESTMENTS, LP $48.370.007 490.220 2,07% Azioni
Allianz Asset Management GmbH $41.282.837 418.393 1,76% Azioni
WELLINGTON MANAGEMENT GROUP LLP $41.126.939 416.813 1,76% Azioni
FMR LLC $36.641.065 371.350 1,57% Azioni
GOLDMAN SACHS GROUP INC $34.751.969 352.204 1,49% Azioni
Tributary Capital Management, LLC $34.039.867 344.987 1,45% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $28.701.228 290.881 1,23% Azioni
VANGUARD FIDUCIARY TRUST CO $24.249.435 245.763 1,04% Azioni
JENNISON ASSOCIATES LLC $23.814.398 241.354 1,02% Azioni
Qube Research & Technologies Ltd $22.703.375 230.094 0,97% Azioni
Aristotle Capital Boston, LLC $22.116.091 224.142 0,95% Azioni
PRINCIPAL FINANCIAL GROUP INC $20.679.950 209.587 0,88% Azioni
OBERWEIS ASSET MANAGEMENT INC/ $19.566.261 198.300 0,84% Azioni
Bank of New York Mellon Corp $19.499.264 197.621 0,83% Azioni
ENVESTNET ASSET MANAGEMENT INC $18.583.106 188.336 0,79% Azioni
MORGAN STANLEY $18.408.084 186.562 0,79% Azioni
AMERIPRISE FINANCIAL INC $17.986.829 182.286 0,77% Azioni
Empowered Funds, LLC $16.802.613 170.291 0,72% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $16.237.431 164.563 0,69% Azioni
PRUDENTIAL FINANCIAL INC $14.564.975 147.613 0,62% Azioni
MILLENNIUM MANAGEMENT LLC $13.486.117 136.679 0,58% Azioni
TUDOR INVESTMENT CORP ET AL $13.208.854 133.869 0,56% Azioni
SEGALL BRYANT & HAMILL, LLC $12.268.924 124.343 0,52% Azioni
Public Sector Pension Investment Board $12.166.307 123.303 0,52% Azioni
PEAK6 LLC $11.840.400 120.000 0,51% Opzione Call
VICTORY CAPITAL MANAGEMENT INC $11.340.439 114.933 0,48% Azioni
PEREGRINE CAPITAL MANAGEMENT LLC $11.285.381 114.375 0,48% Azioni
Man Group plc $10.651.723 107.953 0,46% Azioni
BlackRock, Inc. $10.271.744 104.102 0,44% Azioni
NICOLA WEALTH MANAGEMENT LTD. $10.024.872 101.600 0,43% Azioni
SG Capital Management LLC $9.611.938 97.415 0,41% Azioni
RHUMBLINE ADVISERS $9.573.433 97.025 0,41% Azioni
Hillsdale Investment Management Inc. $9.495.014 96.230 0,41% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9.023.273 91.449 0,39% Azioni
BANK OF AMERICA CORP /DE/ $9.002.158 91.235 0,38% Azioni
TEACHER RETIREMENT SYSTEM OF TEXAS $8.448.026 85.619 0,36% Azioni
Phocas Financial Corp. $7.340.555 74.395 0,31% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $7.288.709 52.085 0,31% Azioni
MARTINGALE ASSET MANAGEMENT L P $7.276.716 73.748 0,31% Azioni
PDT Partners, LLC $6.955.643 70.494 0,30% Azioni
Swiss National Bank $6.887.166 69.800 0,29% Azioni
TRUIST FINANCIAL CORP $6.589.716 66.785 0,28% Azioni
HEARTLAND ADVISORS INC $6.413.550 65.000 0,27% Azioni
LPL Financial LLC $6.123.542 62.061 0,26% Azioni
DEUTSCHE BANK AG\ $5.951.676 60.319 0,25% Azioni
Jefferies Financial Group Inc. $5.801.796 58.800 0,25% Azioni
Balyasny Asset Management L.P. $5.779.891 58.578 0,25% Azioni
Boston Partners $5.705.490 57.824 0,24% Azioni
Focus Partners Wealth $5.686.613 58.550 0,24% Azioni
XTX Topco Ltd $5.612.054 56.877 0,24% Azioni
Foundry Partners, LLC $5.513.209 144.970 0,24% Azioni
Legal & General Group Plc $5.419.056 54.921 0,23% Azioni
Trexquant Investment LP $5.322.161 53.939 0,23% Azioni
BNP PARIBAS FINANCIAL MARKETS $4.997.241 50.646 0,21% Azioni
BARCLAYS PLC $4.855.847 49.213 0,21% Azioni
AQR CAPITAL MANAGEMENT LLC $4.802.937 48.677 0,21% Azioni
Informed Momentum Co LLC $4.666.006 47.289 0,20% Azioni
LEUTHOLD GROUP, LLC $4.618.841 46.811 0,20% Azioni
OSAIC HOLDINGS, INC. $4.292.072 43.500 0,18% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4.187.259 42.437 0,18% Azioni
Brandywine Global Investment Management, LLC $4.024.999 94.130 0,17% Azioni
Assenagon Asset Management S.A. $3.777.384 38.283 0,16% Azioni
FIRST TRUST ADVISORS LP $3.399.477 34.453 0,15% Azioni
Archon Capital Management LLC $3.387.538 34.332 0,14% Azioni
WELLS FARGO & COMPANY/MN $3.227.101 32.706 0,14% Azioni
ROYCE & ASSOCIATES LP $3.102.382 31.442 0,13% Azioni
VOYA INVESTMENT MANAGEMENT LLC $3.053.343 30.945 0,13% Azioni
QUADRANT CAPITAL GROUP LLC $3.007.462 30.480 0,13% Azioni
LAZARD ASSET MANAGEMENT LLC $2.955.857 29.957 0,13% Azioni
RENAISSANCE TECHNOLOGIES LLC $2.888.367 29.273 0,12% Azioni
Connor, Clark & Lunn Investment Management Ltd. $2.849.392 28.878 0,12% Azioni
SIMPLEX TRADING, LLC $2.845.642 28.840 0,12% Azioni
TWO SIGMA ADVISERS, LP $2.817.884 65.900 0,12% Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC $2.807.541 50.081 0,12% Azioni
NISA INVESTMENT ADVISORS, LLC $2.780.270 28.129 0,12% Azioni
STEPHENS INC /AR/ $2.761.181 27.984 0,12% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $2.744.210 27.812 0,12% Azioni
FIFTH THIRD BANCORP $2.692.026 27.283 0,12% Azioni
OPPENHEIMER ASSET MANAGEMENT INC. $2.633.305 26.688 0,11% Azioni
Mariner, LLC $2.622.550 26.579 0,11% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $2.596.600 26.316 0,11% Azioni
JANE STREET GROUP, LLC $2.575.287 26.100 0,11% Opzione Call
AZZAD ASSET MANAGEMENT INC /ADV $2.551.973 25.864 0,11% Azioni
Point72 Asset Management, L.P. $2.513.520 25.474 0,11% Azioni
ALLIANCEBERNSTEIN L.P. $2.471.966 44.095 0,11% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.334.226 41.638 0,10% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $2.224.416 22.544 0,10% Azioni
MetLife Investment Management, LLC $2.072.761 21.007 0,09% Azioni
Pinnacle Financial Partners, Inc. $2.018.887 20.461 0,09% Azioni
JONES FINANCIAL COMPANIES LLLP $1.977.935 21.488 0,08% Azioni
Illinois Municipal Retirement Fund $1.895.155 19.207 0,08% Azioni
SummerHaven Investment Management, LLC $1.890.123 19.156 0,08% Azioni

Insider aziendali 47 insider · 23 dirigenti · 28 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
David Moezidis President and CEO 17 Agosto 2026 F 80.995 0 1 $-1.094.625
Jeff Benck CEO 25 Febbraio 2026 F 353.677 0 7 $-3.287.505
Paul J Tufano CEO 20 Febbraio 2019 M 177.097 0 0 $0
Gayla J Delly President & CEO 22 Agosto 2016 M 257.128 0 0 $0
Bryan Robert Schumaker EVP, Chief Financial Officer 20 Febbraio 2026 A 42.561 0 0 $0
Arvind Kamal Interim CFO 07 Maggio 2024 S 20.735 0 0 $0
Roop Kalyan Lakkaraju EVP, Chief Financial Officer 26 Febbraio 2024 F 150.716 0 0 $0
Donald Francis Adam Chief Financial Officer 25 Luglio 2017 M 92.706 0 0 $0
David Valkanoff EVP, Chief Operating Officer 17 Agosto 2026 F 59.506 0 0 $0
Michael D. Buseman EVP, Chief Operating Officer 27 Febbraio 2023 F 93.093 0 0 $0
Stephen J Beaver SVP, General Counsel and CLO 11 Giugno 2026 S 75.020 0 3 $-2.195.550
Rhonda R Turner SVP, Chief HR Officer 19 Maggio 2026 G 35.667 0 3 $-1.509.224
David Lee Cummings SVP, Chief Commercial Officer 20 Febbraio 2026 A 16.487 0 0 $0
Jan M Janick SVP, Chief Technology Officer 20 Novembre 2025 S 53.401 0 2 $-787.694
Robert Crawford SVP, Chief Revenue Officer 27 Febbraio 2023 F 50.101 0 0 $0
Lisa K Weeks Vice President 03 Marzo 2020 F 31.230 0 0 $0
Scott M. Hicar Vice President 20 Febbraio 2020 A 28.616 0 0 $0
Nathalie Carruthers VP Worldwide Human Resources 05 Settembre 2018 F 11.622 0 0 $0
Scott R Peterson VP & General Counsel 07 Settembre 2017 S 18.893 0 0 $0
Jon J King Executive Vice President 24 Aprile 2017 M 41.720 0 0 $0
Greg W Cominos Executive Vice President 23 Febbraio 2017 F 20.747 0 0 $0
Kenneth S Barrow General Counsel 06 Marzo 2014 F 37.327 0 0 $0
Steven A Barton Executive Vice President 05 Dicembre 2007 A 5.000 0 0 $0
Mike Slessor Direttore 27 Maggio 2026 A 4.349 0 0 $0
Lynn A Wentworth Direttore 27 Maggio 2026 A 28.828 0 0 $0
Douglas Britt Direttore 27 Maggio 2026 A 20.046 0 0 $0
Kenneth T Lamneck Direttore 27 Maggio 2026 A 49.511 0 1 $-1.977.192
Glynis Bryan Direttore 27 Maggio 2026 A 6.937 0 0 $0
David W Scheible Direttore 27 Maggio 2026 A 64.150 0 1 $-1.954.065
Charles M Swoboda Direttore 27 Maggio 2026 A 5.715 0 0 $0
Robert K Gifford Direttore 13 Maggio 2025 A 54.390 0 0 $0
Jeffrey Stephen Mccreary Direttore 26 Agosto 2024 S 42.027 0 0 $0
Ramesh Gopalakrishnan Direttore 21 Maggio 2024 A 20.669 0 0 $0
Douglas G Duncan Direttore 25 Maggio 2022 A 42.232 0 0 $0
Bruce A Carlson Direttore 12 Maggio 2021 A 28.246 0 0 $0
RAINES MERILEE Direttore 12 Maggio 2021 A 24.489 0 0 $0
Clay C Williams Direttore 16 Maggio 2018 A 53.990 0 0 $0
Michael R Dawson Direttore 12 Maggio 2015 A 37.765 0 0 $0
Bernee Dl Strom Direttore 12 Maggio 2015 A 36.715 0 0 $0
Peter G Dorflinger Direttore 12 Maggio 2015 A 69.765 0 0 $0
Cary T Fu Direttore 19 Dicembre 2012 S 329.699 0 0 $0
Laura W Lang Direttore 18 Maggio 2010 A 6.000 0 0 $0
Donald E Nigbor Direttore 05 Dicembre 2007 A 29.172 0 0 $0
John Cox Direttore 17 Maggio 2006 A 0 0 $0
John C Custer Direttore 12 Maggio 2005 A 45.000 0 0 $0
David H Arnold Direttore 08 Dicembre 2003 G 339.846 0 0 $0
Anne De Greef-Safft 11 Agosto 2026 S 0 0 2 $-492.628

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 2 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Engaged Capital Flagship Master Fund, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×4 depositi 08 Marzo 2019 Deposito iniziale SEC
MMI Investments, L.P., MCM Management, LLC ×6 depositi 09 Febbraio 2006 Deposito iniziale Investimento passivo 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.

Proprietà ETF Posseduti da 75 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PRN · Invesco Exchange-Traded Fund Trust 1,50% 79.846 SH 08 Agosto 2026 Giornaliero
PSCT · Invesco Exchange-Traded Fund Trust … 1,25% 78.405 SH 08 Agosto 2026 Giornaliero
ROSC · Lattice Strategies Trust 0,84% 5.630 NS 30 Aprile 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0,46% 17.195 SH 08 Agosto 2026 Giornaliero
AVUV · AMERICAN CENTURY ETF TRUST 0,46% 1.468.835 NS 31 Maggio 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,43% 30.764 NS 30 Aprile 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,41% 41.714 NS 30 Aprile 2026 N-PORT
SMDX · Tidal Trust III 0,40% 6.101 NS 30 Aprile 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,38% 76.128 SH 08 Agosto 2026 Giornaliero
SVAL · iShares Trust 0,38% 9.596 SH 08 Agosto 2026 Giornaliero
DWAS · Invesco Exchange-Traded Fund Trust … 0,35% 19.345 SH 08 Agosto 2026 Giornaliero
IJS · iShares Trust 0,32% 319.545 SH 08 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,24% 79.167 NS 31 Maggio 2026 N-PORT
NUSC · Nushares ETF Trust 0,23% 36.634 NS 30 Aprile 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,20% 208.357 NS 31 Maggio 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,19% 125.445 SH 08 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 5.805 SH 08 Agosto 2026 Giornaliero
XJR · iShares Trust 0,19% 4.240 SH 08 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,17% 19.356 NS 31 Maggio 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,17% 42.235 SH 08 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,16% 150.019 NS 30 Aprile 2026 N-PORT
IJR · iShares Trust 0,16% 2.187.688 SH 08 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,15% 256.603 NS 30 Aprile 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 12.341 NS 30 Aprile 2026 N-PORT
SAA · ProShares Trust 0,13% 428 NS 31 Maggio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 35.995 NS 30 Aprile 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,12% 16.787 SH 08 Agosto 2026 Giornaliero
AFSM · First Trust Exchange-Traded Fund VI… 0,11% 1.302 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,11% 38.962 SH 08 Agosto 2026 Giornaliero
VFMO · VANGUARD WELLINGTON FUND 0,11% 21.499 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 207.707 SH 08 Agosto 2026 Giornaliero
IWN · iShares Trust 0,10% 182.312 SH 08 Agosto 2026 Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS 0,10% 17.993 SH 08 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,10% 3.388 SH 08 Agosto 2026 Giornaliero
IWM · iShares Trust 0,09% 915.246 SH 08 Agosto 2026 Giornaliero
ESML · iShares Trust 0,09% 31.886 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,09% 15.282 NS 30 Aprile 2026 N-PORT
IWO · iShares Trust 0,08% 151.155 SH 08 Agosto 2026 Giornaliero
FYX · First Trust Exchange-Traded AlphaDE… 0,08% 12.350 NS 30 Aprile 2026 N-PORT
ISCG · iShares Trust 0,08% 9.957 SH 08 Agosto 2026 Giornaliero
ITWO · ProShares Trust 0,07% 1.663 NS 31 Maggio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 496.280 SH 08 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,07% 114.748 NS 30 Aprile 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 170.936 NS 31 Maggio 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,05% 112.056 NS 30 Aprile 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,05% 903.007 SH 08 Agosto 2026 Giornaliero
UWM · ProShares Trust 0,04% 1.301 NS 31 Maggio 2026 N-PORT
TDVI · First Trust Exchange-Traded Fund IV 0,04% 2.211 NS 30 Aprile 2026 N-PORT
ISCB · iShares Trust 0,04% 1.416 SH 08 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 411.072 SH 08 Agosto 2026 Giornaliero