LPX Louisiana-Pacific Corporation Common Stock
$73,68
Prezzo · Ago 20, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$66–$101
22% of range
Rating Analisti
BUY
18 analysts
Prezzo Obiettivo
$92
+25% upside
P/E (TTM)
43.0
ROE
8.4%
Margine di Profitto Netto
5.4%
LPX Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$73.68
Capitalizzazione di Mercato
$6.26B
P/E (TTM)
43.0
EPS (TTM)
$2.08
Ricavi (TTM)
$2.71B
Rendimento div.
1.2%
ROE
8.4%
D/E Debito/Patrimonio
0.2
Intervallo 52 sett.
$66 – $101
LPX Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$2.71B
2016-12-31
→
2025-12-31
EPS
$2.08
2016-12-31
→
2025-12-31
Flusso di cassa libero
$91M
2016-12-31
→
2025-12-31
Margini
5.4%
2018-12-31
→
2025-12-31
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
LPX
Mediana dei peer
P/E (TTM)
43.0
24.4
P/S (TTM)
2.3
1.2
P/B
3.6
2.6
EV / EBITDA
17.8
—
Price / FCF (Prezzo / FCF)
68.8
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
LPX
Mediana dei peer
Gross Margin (Margine lordo)
21.8%
21.9%
Operating Margin (Margine Operativo)
7.7%
—
Net Profit Margin (Margine di Profitto Netto)
5.4%
4.6%
ROA
5.6%
5.2%
ROE
8.4%
11.1%
ROIC
7.5%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
LPX
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.2
—
Current Ratio (Rapporto corrente)
2.8
2.1
Quick Ratio
1.4
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
LPX
Mediana dei peer
Revenue YoY (Ricavi YoY)
-7.9%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
-11.1%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
2.5%
—
EPS YoY
-64.7%
—
Net Income YoY (Utile Netto YoY)
-65.2%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
LPX
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
53.4%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
1.2%
Rapporto di Distribuzione Utili
53.4%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 14 Agosto 2026 | $0,3000 |
| 14 Maggio 2026 | $0,3000 |
| 27 Febbraio 2026 | $0,3000 |
| 14 Novembre 2025 | $0,2800 |
| 15 Agosto 2025 | $0,2800 |
| 20 Maggio 2025 | $0,2800 |
| 27 Febbraio 2025 | $0,2800 |
| 20 Novembre 2024 | $0,2600 |
| 20 Agosto 2024 | $0,2600 |
| 21 Maggio 2024 | $0,2600 |
| 22 Febbraio 2024 | $0,2600 |
| 09 Novembre 2023 | $0,2400 |
| 10 Agosto 2023 | $0,2400 |
| 11 Maggio 2023 | $0,2400 |
| 09 Marzo 2023 | $0,2400 |
| 08 Novembre 2022 | $0,2200 |
| 17 Agosto 2022 | $0,2200 |
| 11 Maggio 2022 | $0,2200 |
| 25 Febbraio 2022 | $0,2200 |
| 05 Novembre 2021 | $0,1800 |
LPX Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
18 analisti
- Acquisto forte 5 27,8%
- Compra 10 55,6%
- Mantieni 3 16,7%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
13 analisti · 2026-08-17
Mediana
$92.00
← Sotto tutti i target
$73.68
Basso
$74.00
Alto
$107.00
Target mediano
$92.00
+24,9%
Target medio
$92.23
+25,2%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.00%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.40 | $0.60 | -0.20% |
| 31 Marzo 2026 | $0.38 | $0.12 | 0.26% |
| 31 Dicembre 2025 | $0.03 | $0.01 | 0.02% |
| 30 Settembre 2025 | $0.36 | $0.42 | -0.06% |
| 30 Giugno 2025 | $0.99 | $1.06 | -0.07% |
| 31 Marzo 2025 | $1.27 | $1.19 | 0.08% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B | $2.40B | $2.31B | $2.83B | $2.73B | $2.23B | $1.89B | $1.94B | |
| Cost of Revenue | $2.12B | $2.11B | $1.99B | $2.35B | $1.95B | $1.57B | $2.01B | $2.08B | $2.00B | $1.83B | $1.68B | $1.76B | |
| Gross Profit | $589M | $832M | $593M | $1.50B | $1.96B | $833M | $303M | $744M | $736M | $404M | · | · | |
| SG&A Expense | $329M | $291M | $257M | $264M | $223M | $195M | $230M | $209M | $191M | $185M | $153M | $150M | |
| Operating Expenses | · | · | · | · | · | · | · | · | $2.21B | $2.03B | $1.96B | $2.01B | |
| Operating Income | $209M | $530M | $287M | $1.25B | $1.73B | $615M | $-20M | $526M | $533M | $210M | $-63M | $-78M | |
| Interest Expense | $17M | $14M | $17M | $14M | $15M | $17M | $18M | $19M | $20M | $32M | $31M | $30M | |
| Interest Income | · | · | · | · | · | · | · | $18M | $10M | $8M | $5M | $6M | |
| Other Non-op | $-15M | $9M | $-43M | $-97M | $-22M | $4M | $6M | $-4M | $-14M | $-21M | $-5M | $-3M | |
| Pretax Income | $196M | $560M | $252M | $1.16B | $1.70B | $605M | $-23M | $521M | $510M | $170M | $-89M | $-101M | |
| Income Tax | $50M | $140M | $74M | $274M | $402M | $121M | $-13M | $122M | $119M | $20M | $-3M | $-27M | |
| Net Income | $146M | $420M | $178M | $1.09B | $1.38B | $499M | $-5M | $395M | $390M | $150M | $-88M | $-75M | |
| EPS (Basic) | $2.09 | $5.91 | $2.47 | $13.94 | $14.19 | $4.48 | $-0.04 | $2.76 | $2.70 | $1.04 | $-0.62 | $-0.53 | |
| EPS (Diluted) | $2.08 | $5.89 | $2.46 | $13.87 | $14.09 | $4.46 | $-0.04 | $2.73 | $2.66 | $1.03 | $-0.62 | $-0.53 | |
| Shares (Basic) | 70,000,000 | 71,000,000 | 72,000,000 | 78,000,000 | 97,000,000 | 111,000,000 | 123,000,000 | 143,000,000 | 144,000,000 | 143,400,000 | 142,400,000 | 141,100,000 | |
| Shares (Diluted) | 70,000,000 | 71,000,000 | 72,000,000 | 78,000,000 | 98,000,000 | 112,000,000 | 123,000,000 | 144,000,000 | 146,000,000 | 145,300,000 | 142,400,000 | 141,100,000 | |
| EBITDA | $354M | $656M | $406M | $1.37B | $1.94B | $742M | $103M | $526M | $523M | $204M | $-63M | $-78M |
Stato Patrimoniale 29
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $292M | $340M | $222M | $369M | $358M | $535M | $181M | $878M | $928M | $659M | $435M | $533M | |
| Receivables | $127M | $131M | $155M | $127M | $169M | $184M | $164M | $128M | $142M | $108M | $96M | $108M | |
| Inventory | $363M | $357M | $378M | $337M | $278M | $259M | $265M | $273M | $259M | $235M | $222M | $230M | |
| Prepaid Expense | $28M | $27M | $23M | $20M | $17M | $15M | $9M | $8M | $8M | $6M | $7M | $25M | |
| Current Assets | $809M | $855M | $778M | $854M | $890M | $993M | $619M | $1.29B | $1.36B | $1.01B | $769M | $950M | |
| PP&E (Net) | $1.71B | $1.58B | $1.54B | $1.33B | $1.04B | $918M | $965M | $1.01B | $926M | $891M | $862M | $851M | |
| PP&E (Gross) | $3.65B | $3.42B | $3.29B | $3.00B | $2.64B | $2.56B | $2.53B | $2.60B | $2.59B | $2.47B | $2.39B | $2.32B | |
| Accum. Depreciation | $1.94B | $1.84B | $1.75B | $1.67B | $1.60B | $1.64B | $1.56B | $1.59B | $1.66B | $1.58B | $1.53B | $1.46B | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $25M | $30M | $16M | $16M | $10M | $10M | $10M | |
| Intangibles | · | $30M | $32M | $45M | $49M | $55M | $61M | $51M | $55M | · | · | · | |
| Other Non-current Assets | $25M | $20M | $20M | $24M | $25M | $24M | $69M | $62M | $57M | $22M | $23M | $23M | |
| Total Assets | $2.63B | $2.56B | $2.44B | $2.35B | $2.19B | $2.09B | $1.83B | $2.51B | $2.45B | $2.03B | $2.18B | $2.35B | |
| Accounts Payable | $285M | $287M | $254M | $317M | $304M | $268M | $242M | $234M | $237M | $192M | $140M | $168M | |
| Accrued Liabilities | · | · | · | · | $45M | $44M | $34M | $30M | $24M | $19M | $14M | $16M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Current Liabilities | $291M | $299M | $259M | $336M | $351M | $286M | $244M | $262M | $270M | $229M | $143M | $173M | |
| Capital Leases | $22M | $24M | $25M | $41M | $44M | $32M | $36M | $0 | · | · | · | · | |
| Deferred Tax | $177M | $145M | $162M | $113M | $86M | $78M | $73M | $62M | $33M | $28M | $100M | $140M | |
| Other Non-current Liabilities | $33M | $43M | $61M | $53M | $63M | $86M | $125M | $134M | $178M | $192M | $150M | $154M | |
| Total Liabilities | $896M | $885M | $880M | $916M | $955M | $842M | $834M | $814M | · | · | · | · | |
| Long-term Debt | $348M | $348M | $347M | $346M | $346M | $348M | $348M | $352M | $376M | $377M | $754M | $762M | |
| Total Debt | $348M | $348M | $347M | $346M | $346M | $348M | $348M | $352M | $376M | $377M | $754M | $762M | |
| Common Stock | $85M | $86M | $88M | $88M | $102M | $124M | $130M | $153M | $153M | $153M | $153M | $153M | |
| Retained Earnings | $1.62B | $1.61B | $1.48B | $1.37B | $1.24B | $1.21B | $966M | $1.61B | $1.28B | $890M | $724M | $812M | |
| Treasury Stock | $385M | $386M | $386M | $388M | $390M | $397M | $406M | $378M | $178M | $189M | $211M | $225M | |
| AOCI | $-98M | $-122M | $-89M | $-99M | $-174M | $-151M | $-153M | $-146M | $-122M | $-137M | $-146M | $-131M | |
| Stockholders' Equity | $1.73B | $1.67B | $1.56B | $1.43B | $1.24B | $1.23B | $991M | $1.70B | $1.60B | $1.20B | $1.02B | $1.12B | |
| Liabilities + Equity | $2.63B | $2.56B | $2.44B | $2.35B | $2.19B | $2.09B | $1.83B | $2.51B | $2.45B | $2.03B | $2.18B | $2.35B | |
| Shares Outstanding | 70,000,000 | 86,000,000 | 88,000,000 | 88,000,000 | 102,000,000 | 124,000,000 | 130,000,000 | 153,000,000 | 153,000,000 | 153,000,000 | 153,000,000 | 152,800,000 |
Flusso di cassa 20
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $145M | $126M | $119M | $132M | $114M | $102M | $118M | $116M | $123M | $3M | $0 | $0 | |
| Stock-based Comp | $30M | $20M | $13M | · | · | · | · | $9M | $10M | $13M | $9M | $9M | |
| Deferred Tax | $24M | $-4M | $44M | $1M | $7M | $2M | $10M | $27M | $1M | $-55M | $-2M | $-24M | |
| Amort. of Intangibles | · | $3M | $4M | $5M | $5M | $5M | $5M | $4M | $3M | $3M | $3M | $-3M | |
| Restructuring | $6M | $2M | $8M | $0 | $0 | $-8M | · | · | · | · | · | · | |
| Other Non-cash | $37M | $63M | $-25M | $-67M | $-14M | $52M | $31M | · | · | · | $110M | $37M | |
| Operating Cash Flow | $382M | $605M | $316M | $1.14B | $1.48B | $659M | $159M | $511M | $474M | $342M | $29M | $-53M | |
| CapEx | $291M | $183M | $300M | $414M | $254M | $71M | $163M | $214M | $149M | $125M | $114M | $80M | |
| Investing Cash Flow | $-291M | $-183M | $-376M | $-146M | $-247M | $-49M | $-137M | $-238M | $-199M | $285M | $-116M | $-64M | |
| Debt Issued | · | · | · | · | · | · | · | $0 | $0 | $350M | $0 | $0 | |
| Net Debt Issued | $0 | $0 | $-80M | $0 | $-359M | $-350M | $-5M | $-25M | $-3M | $-392M | $-2M | $-2M | |
| Stock Issued | · | · | · | · | · | · | · | · | $-400.0K | $-100.0K | $700.0K | $0 | |
| Stock Repurchased | $61M | $212M | $0 | $900M | $1.30B | $200M | $638M | $212M | $0 | $0 | · | · | |
| Net Stock Activity | $-61M | $-212M | $0 | $-900M | $-1.30B | $-200M | $-638M | $-212M | $-400.0K | $-100.0K | $700.0K | $-100.0K | |
| Dividends Paid | $78M | $74M | $69M | $69M | $66M | $65M | $65M | $74M | $0 | $0 | · | · | |
| Financing Cash Flow | $-141M | $-292M | $-77M | $-982M | $-1.39B | $-272M | $-717M | $-317M | $-9M | $-407M | $-4M | $-4M | |
| Net Change in Cash | $-48M | $118M | $-161M | $12M | $-164M | $340M | $-697M | $-49M | $269M | $224M | $-98M | $-124M | |
| Taxes Paid | $42M | $124M | $65M | $320M | $421M | $70M | $20M | $90M | $-143M | · | · | · | |
| Free Cash Flow | $91M | $422M | $16M | $732M | $1.23B | $582M | $-4M | $296M | $325M | $218M | $-85M | $-133M | |
| Levered FCF | $78M | $412M | $4M | $721M | $1.22B | $568M | $-12M | $284M | $310M | $189M | $-115M | $-155M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.8% | 28.3% | 23.0% | 38.9% | 45.5% | 31.1% | 13.1% | 26.3% | · | · | · | · | |
| Operating Margin | 7.7% | 18.0% | 11.1% | 32.4% | 40.1% | 22.8% | -0.87% | 18.6% | 19.1% | 9.1% | -3.3% | -4.0% | |
| Net Margin | 5.4% | 14.3% | 6.9% | 28.2% | 30.2% | 17.9% | -0.22% | 14.0% | 14.3% | 6.7% | -4.7% | -3.9% | |
| Pretax Margin | 7.2% | 19.0% | 9.8% | 30.1% | 39.5% | 22.3% | -1.0% | 18.4% | 18.7% | 7.6% | -4.7% | -5.2% | |
| EBITDA Margin | 13.1% | 22.3% | 15.7% | 35.6% | 42.6% | 26.6% | 4.5% | 18.6% | 19.1% | 9.1% | -3.3% | -4.0% | |
| ROA | 5.6% | 16.8% | 7.4% | 47.8% | 64.3% | 25.4% | -0.23% | 15.9% | 17.4% | 7.1% | -3.9% | -3.1% | |
| ROE | 8.4% | 25.2% | 11.6% | 75.3% | 105.8% | 42.0% | -0.45% | 22.5% | 27.8% | 13.5% | -8.3% | -6.4% | |
| ROIC | 7.5% | 19.7% | 10.7% | 53.6% | 88.0% | 32.1% | -0.65% | 19.6% | 20.3% | 11.5% | -3.5% | -3.0% |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 2.9 | 3.0 | 2.5 | 2.5 | 3.5 | 2.5 | 4.9 | 5.0 | 4.4 | 5.4 | 5.5 | |
| Quick Ratio | 1.4 | 1.6 | 1.5 | 1.5 | 1.6 | 2.5 | 1.4 | 3.8 | 4.0 | 3.4 | 3.7 | 3.7 | |
| Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.2 | 0.2 | 0.3 | 0.7 | 0.7 | |
| LT Debt / Equity | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.2 | 0.2 | 0.3 | 0.7 | 0.7 | |
| Interest Coverage | 12.3 | 37.9 | 16.9 | 89.3 | 121.6 | 37.4 | -1.1 | 33.3 | 27.1 | 6.4 | -2.0 | -2.6 |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.2 | 1.1 | 1.7 | 2.1 | 1.4 | 1.1 | 1.1 | 1.2 | 1.1 | 0.8 | 0.8 | |
| Inventory Turnover | 5.9 | 5.7 | 5.6 | 7.7 | 8.5 | 7.3 | 7.5 | 7.8 | 7.6 | 7.6 | 7.4 | 7.7 | |
| Receivables Turnover | 21.0 | 20.6 | 18.3 | 26.0 | 24.3 | 16.0 | 15.8 | 20.9 | 21.8 | 21.8 | 18.5 | 20.7 |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -7.9% | 14.0% | -33.0% | -1.6% | 63.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -11.1% | -9.1% | 2.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -64.7% | 139.4% | -82.3% | -1.6% | 215.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -46.9% | -25.2% | -18.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -14.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -65.2% | 136.0% | -83.6% | -21.1% | 176.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -48.8% | -32.7% | -29.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -21.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.7% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B | $2.40B | $2.31B | $2.83B | $2.73B | $2.23B | $1.89B | $1.94B | |
| Net Income TTM | $146M | $420M | $178M | $1.09B | $1.38B | $499M | $-5M | $395M | $390M | $150M | $-88M | $-75M | |
| Market Cap | $5.65B | $7.25B | $5.11B | $4.25B | $6.71B | $4.16B | $3.32B | $0 | $3.80B | $2.90B | $2.76B | $2.53B | |
| Enterprise Value | $5.71B | $7.26B | $5.24B | $4.22B | $6.70B | $3.97B | $3.49B | $-526M | $3.25B | $2.62B | $3.07B | $2.76B | |
| P/E | 38.8 | 17.6 | 28.8 | 4.3 | 5.6 | 8.3 | -741.8 | 8.1 | 9.9 | 18.4 | -29.0 | -31.2 | |
| P/S | 2.1 | 2.5 | 2.0 | 1.1 | 1.7 | 1.7 | 1.4 | 0.0 | 1.4 | 1.3 | 1.5 | 1.3 | |
| P/B | 3.3 | 4.3 | 3.3 | 3.0 | 5.4 | 3.4 | 3.4 | · | 2.4 | 2.4 | 2.7 | 2.3 | |
| P / Tangible Book | 3.3 | 4.5 | 3.4 | 3.1 | 5.7 | 3.6 | · | · | · | · | · | · | |
| P / Cash Flow | 14.8 | 12.0 | 16.2 | 3.7 | 4.5 | 6.3 | 20.9 | 0.0 | 8.0 | 8.5 | 94.4 | -47.8 | |
| P / FCF | 62.1 | 17.2 | 319.4 | 5.8 | 5.5 | 7.1 | -830.4 | 0.0 | 11.7 | 13.4 | -32.6 | -19.0 | |
| EV / EBITDA | 16.1 | 11.1 | 12.9 | 3.1 | 3.5 | 5.4 | 33.9 | -1.0 | 6.2 | 12.9 | -48.6 | -35.6 | |
| EV / FCF | 62.7 | 17.2 | 327.2 | 5.8 | 5.4 | 6.8 | -872.1 | -1.8 | 10.0 | 12.1 | -36.3 | -20.7 | |
| EV / Revenue | 2.1 | 2.5 | 2.0 | 1.1 | 1.7 | 1.7 | 1.5 | -0.2 | 1.2 | 1.2 | 1.6 | 1.4 | |
| Dividend Yield | 1.4% | 1.0% | 1.4% | 1.6% | 0.98% | 1.6% | 2.0% | · | 0.00% | 0.00% | · | · | |
| Earnings Yield | 2.6% | 5.7% | 3.5% | 23.4% | 18.0% | 12.0% | -0.13% | 12.3% | 10.1% | 5.4% | -3.4% | -3.2% | |
| Payout Ratio | 53.4% | 17.6% | 38.8% | 6.3% | 4.8% | 13.0% | -1300.0% | 18.9% | · | · | · | · | |
| Annual Payout | $78M | $74M | $69M | $69M | $66M | $65M | $65M | $74M | $0 | $0 | · | · |
Conto Economico 15
| Metrica | Tendenza | 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 | $664M | $574M | $566M | $663M | $755M | $724M | $681M | $722M | $814M | $724M | $658M | $728M | $611M | $584M | $705M | $852M | |
| Cost of Revenue | $549M | $459M | $482M | $534M | $577M | $526M | $518M | $530M | $551M | $511M | $499M | $514M | $492M | $483M | $577M | $620M | |
| Gross Profit | $116M | $115M | $85M | $129M | $178M | $197M | $162M | $193M | $263M | $214M | $159M | $214M | $119M | $101M | $128M | $232M | |
| SG&A Expense | $80M | $78M | $80M | $95M | $79M | $75M | $76M | $75M | $71M | $69M | $67M | $58M | $66M | $66M | $68M | $67M | |
| Operating Income | $31M | $34M | $-9M | $18M | $80M | $120M | $75M | $116M | $194M | $145M | $88M | $161M | $8M | $30M | $60M | $172M | |
| Interest Expense | $4M | $4M | $6M | $4M | $4M | $3M | $2M | $4M | $4M | $4M | $7M | $4M | $3M | $3M | $5M | $3M | |
| Other Non-op | $1M | $3M | $-2M | $-1M | $-7M | $-5M | $7M | $-4M | $5M | $1M | $-27M | $0 | $-8M | $-8M | $-86M | $-3M | |
| Pretax Income | $34M | $36M | $-11M | $18M | $73M | $116M | $98M | $113M | $201M | $148M | $70M | $160M | $-1M | $23M | $-20M | $172M | |
| Income Tax | $8M | $9M | $-4M | $9M | $19M | $26M | $23M | $23M | $53M | $41M | $8M | $44M | $21M | $1M | $-10M | $44M | |
| Net Income | $26M | $27M | $-8M | $9M | $54M | $91M | $62M | $90M | $160M | $108M | $59M | $118M | $-20M | $21M | $197M | $21M | |
| EPS (Basic) | $0.38 | $0.39 | $-0.11 | $0.13 | $0.77 | $1.30 | $0.91 | $1.28 | $2.23 | $1.49 | $0.83 | $1.63 | $-0.28 | $0.29 | $0.47 | $3.07 | |
| EPS (Diluted) | $0.38 | $0.39 | $-0.12 | $0.13 | $0.77 | $1.30 | $0.90 | $1.28 | $2.23 | $1.48 | $0.82 | $1.63 | $-0.28 | $0.29 | $0.49 | $3.05 | |
| Shares (Basic) | 70,000,000 | 70,000,000 | -140,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | -143,000,000 | 70,000,000 | 72,000,000 | 72,000,000 | -144,000,000 | 72,000,000 | 72,000,000 | 72,000,000 | -163,000,000 | 74,000,000 | |
| Shares (Diluted) | 70,000,000 | 70,000,000 | -140,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | -144,000,000 | 71,000,000 | 72,000,000 | 72,000,000 | -144,000,000 | 72,000,000 | 72,000,000 | 72,000,000 | -163,000,000 | 74,000,000 | |
| EBITDA | $31M | $72M | · | · | $116M | $155M | · | $116M | $194M | $176M | · | $161M | $8M | $58M | · | $172M |
Stato Patrimoniale 26
| Metrica | Tendenza | 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 | $228M | $164M | $292M | $316M | $333M | $256M | $340M | $346M | $317M | $244M | · | $160M | $71M | $126M | · | $469M | |
| Receivables | $143M | $155M | $127M | $158M | $168M | $159M | $131M | $136M | $161M | $180M | · | $181M | $172M | $148M | · | $171M | |
| Inventory | $373M | $416M | $363M | $357M | $370M | $399M | $357M | $372M | $373M | $398M | · | $379M | $407M | $415M | · | $337M | |
| Prepaid Expense | $28M | $26M | $28M | $31M | $24M | $25M | $27M | $30M | $32M | $19M | · | $25M | $21M | $23M | · | $24M | |
| Current Assets | $773M | $760M | $809M | $862M | $895M | $839M | $855M | $885M | $883M | $842M | · | $745M | $671M | $713M | · | $1.00B | |
| PP&E (Net) | $1.73B | $1.72B | $1.71B | $1.67B | $1.64B | $1.61B | $1.58B | $1.57B | $1.54B | $1.53B | · | $1.51B | $1.50B | $1.40B | · | $1.22B | |
| PP&E (Gross) | $3.73B | $3.69B | $3.65B | $3.60B | · | · | $3.42B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $2.00B | $1.98B | $1.94B | $1.93B | · | · | $1.84B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $45M | · | |
| Other Non-current Assets | $26M | $25M | $25M | $23M | $23M | $22M | $20M | $21M | $20M | $20M | · | $19M | $24M | $24M | · | $23M | |
| Total Assets | $2.61B | $2.58B | $2.63B | $2.65B | $2.66B | $2.57B | $2.56B | $2.58B | $2.53B | $2.49B | · | $2.38B | $2.30B | $2.26B | · | $2.38B | |
| Accounts Payable | $240M | $233M | $285M | $280M | $290M | $265M | $287M | $282M | $258M | $242M | · | $264M | $262M | $227M | · | $342M | |
| Current Liabilities | $240M | $233M | $291M | $294M | $315M | $277M | $299M | $303M | $261M | $254M | · | $266M | $267M | $229M | · | $430M | |
| Capital Leases | $20M | $21M | $22M | $22M | $22M | $23M | $24M | $25M | $23M | $24M | · | $35M | $33M | $35M | · | $40M | |
| Deferred Tax | $195M | $189M | $177M | $166M | $148M | $149M | $145M | $153M | $158M | $162M | · | $152M | $127M | $115M | · | $107M | |
| Other Non-current Liabilities | $33M | $33M | $33M | $55M | $55M | $55M | $43M | $56M | $57M | $57M | · | $53M | $54M | $56M | · | $69M | |
| Total Liabilities | $863M | $850M | $896M | $910M | $914M | $878M | $885M | $910M | $871M | $869M | · | $878M | $883M | $808M | · | $1.02B | |
| Long-term Debt | · | · | $348M | · | · | · | $348M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $85M | $85M | $85M | $85M | $85M | $85M | $86M | $86M | $87M | $88M | · | $88M | $88M | $88M | · | $88M | |
| Retained Earnings | $1.63B | $1.63B | $1.62B | $1.65B | $1.66B | $1.62B | $1.61B | $1.59B | $1.59B | $1.55B | · | $1.44B | $1.34B | $1.38B | · | $1.40B | |
| Treasury Stock | $386M | $388M | $385M | $386M | $386M | $388M | $386M | $386M | $385M | $386M | · | $387M | $387M | $388M | · | $390M | |
| AOCI | $-103M | $-103M | $-98M | $-108M | $-104M | $-110M | $-122M | $-100M | $-109M | $-104M | · | $-98M | $-78M | $-80M | $-99M | $-190M | |
| Stockholders' Equity | $1.74B | $1.73B | $1.73B | $1.74B | $1.74B | $1.69B | $1.67B | $1.67B | $1.66B | $1.62B | $1.56B | $1.50B | $1.42B | $1.45B | · | $1.36B | |
| Liabilities + Equity | $2.61B | $2.58B | $2.63B | $2.65B | $2.66B | $2.57B | $2.56B | $2.58B | $2.53B | $2.49B | · | $2.38B | $2.30B | $2.26B | · | $2.38B | |
| Shares Outstanding | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 70,000,000 | 86,000,000 | 70,000,000 | 71,000,000 | 72,000,000 | 88,000,000 | 72,114,051 | 72,103,762 | 72,031,465 | 88,000,000 | 71,690,061 |
Flusso di cassa 17
| Metrica | Tendenza | 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 | $39M | $38M | $38M | $36M | $36M | $35M | $33M | $31M | $31M | $31M | $32M | $30M | $29M | $28M | $33M | $34M | |
| Deferred Tax | $3M | $14M | $8M | $20M | $-4M | $0 | $-3M | $-5M | $-5M | $9M | $0 | $34M | $12M | $-2M | $-26M | $0 | |
| Amort. of Intangibles | $1M | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | $1M | $2M | $1M | $1M | $3M | $1M | $-2M | $1M | $1M | $2M | $7M | $2M | $1M | $-2M | · | $4M | |
| Other Non-cash | · | $-117M | · | · | · | $-62M | · | · | · | $-43M | · | · | · | $-166M | · | · | |
| Operating Cash Flow | $140M | $-38M | $67M | $89M | $162M | $64M | $105M | $183M | $212M | $105M | $159M | $187M | $89M | $-119M | $41M | $195M | |
| CapEx | $59M | $61M | $75M | $84M | $68M | $64M | $62M | $44M | $36M | $41M | $64M | $48M | $74M | $114M | $132M | $86M | |
| Investing Cash Flow | $-59M | $-61M | $-75M | $-84M | $-68M | $-64M | $-61M | $-61M | $-20M | $-41M | $-64M | $-41M | $-158M | $-113M | $-132M | $121M | |
| Debt Issued | · | · | · | · | · | · | · | $0 | · | · | · | $10M | · | · | · | $0 | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $61M | $24M | $74M | $102M | $13M | $0 | $0 | $0 | $0 | $0 | $325M | |
| Net Stock Activity | · | $0 | · | · | · | $-61M | · | $-74M | · | $-13M | · | $0 | · | $0 | · | $-325M | |
| Dividends Paid | $21M | $21M | $20M | $19M | $19M | $20M | $18M | $18M | $19M | $19M | $18M | $17M | $17M | $17M | $15M | $17M | |
| Financing Cash Flow | $-18M | $-29M | $-17M | $-19M | $-18M | $-87M | $-40M | $-95M | $-118M | $-39M | $-16M | $-47M | $13M | $-27M | $-14M | $-342M | |
| Net Change in Cash | $65M | $-128M | $-25M | $-16M | $77M | $-84M | $-6M | $29M | $73M | $22M | $62M | $90M | $-56M | $-257M | $-99M | $-34M | |
| Taxes Paid | $-2M | $11M | $11M | $3M | $13M | $15M | $44M | $11M | $59M | $10M | $16M | $4M | $12M | $33M | $78M | $71M | |
| Free Cash Flow | · | $-99M | · | · | · | $0 | · | · | · | $64M | · | · | · | $-233M | · | · | |
| Levered FCF | · | $-102M | · | · | · | $-2M | · | · | · | $61M | · | · | · | $-236M | · | · |
Redditività 8
| Metrica | Tendenza | 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 | 17.5% | 20.0% | · | · | 23.6% | 27.2% | · | 26.7% | 32.3% | 29.6% | · | 29.4% | 19.5% | 17.3% | · | 27.2% | |
| Operating Margin | 4.7% | 5.9% | · | · | 10.6% | 16.6% | · | 16.1% | 23.8% | 20.0% | · | 22.1% | 1.3% | 5.1% | · | 20.2% | |
| Net Margin | 3.9% | 4.7% | · | · | 7.1% | 12.6% | · | 12.5% | 19.7% | 14.9% | · | 16.2% | -3.3% | 3.6% | · | 26.5% | |
| Pretax Margin | 5.1% | 6.3% | · | · | 9.7% | 16.0% | · | 15.7% | 24.7% | 20.4% | · | 22.0% | -0.16% | 3.9% | · | 20.2% | |
| EBITDA Margin | 4.7% | 12.5% | · | · | 15.4% | 21.4% | · | 16.1% | 23.8% | 24.3% | · | 22.1% | 1.3% | 9.9% | · | 20.2% | |
| ROA | 0.99% | 1.1% | · | · | 2.1% | 3.6% | · | 3.6% | 6.6% | 4.5% | · | 5.0% | -0.82% | 0.85% | · | 9.4% | |
| ROE | 1.5% | 1.6% | · | · | 3.2% | 5.5% | · | 5.7% | 10.4% | 7.0% | · | 8.2% | -1.4% | 1.4% | · | 16.6% | |
| ROIC | 1.4% | 1.5% | · | · | 3.4% | 5.5% | · | 5.5% | 8.6% | 6.5% | · | 7.8% | 12.4% | 2.0% | · | 9.4% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 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 | 3.2 | 3.3 | · | · | 2.8 | 3.0 | · | 2.9 | 3.4 | 3.3 | · | 2.8 | 2.5 | 3.1 | · | 2.3 | |
| Quick Ratio | 1.5 | 1.4 | · | · | 1.6 | 1.5 | · | 1.6 | 1.8 | 1.7 | · | 1.3 | 0.9 | 1.2 | · | 1.5 | |
| Interest Coverage | 7.8 | 8.5 | · | · | 20.0 | 40.0 | · | 29.0 | 48.5 | 36.2 | · | 40.2 | 2.7 | 10.0 | · | 57.3 |
Efficienza 3
| Metrica | Tendenza | 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 | 0.3 | 0.2 | · | · | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.4 | |
| Inventory Turnover | 1.5 | 1.1 | · | · | 1.6 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.2 | · | 1.9 | |
| Receivables Turnover | 4.3 | 3.7 | · | · | 4.6 | 4.3 | · | 4.6 | 4.9 | 4.4 | · | 4.1 | 3.1 | 2.5 | · | 4.1 |
Valutazione (TTM) 13
| Metrica | Tendenza | 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 | $2.66B | $2.72B | · | $2.86B | $3.02B | $2.98B | · | $2.99B | $2.88B | $2.65B | · | $2.77B | $3.18B | $3.73B | · | $4.17B | |
| Net Income TTM | $116M | $181M | · | $244M | $395M | $449M | · | $476M | $366M | $227M | · | $140M | $406M | $910M | · | $1.25B | |
| Market Cap | $5.51B | $5.09B | · | · | $6.02B | $6.44B | · | $7.52B | $5.85B | $6.04B | · | $3.99B | $5.41B | $3.90B | · | $3.67B | |
| P/E | 47.1 | 28.1 | · | 25.5 | 15.4 | 14.6 | · | 16.2 | 16.3 | 26.9 | · | 11.8 | 9.6 | 4.0 | · | 3.0 | |
| P/S | 2.1 | 1.9 | · | · | 2.0 | 2.2 | · | 2.5 | 2.0 | 2.3 | · | 1.4 | 1.7 | 1.0 | · | 0.9 | |
| P/B | 3.2 | 2.9 | · | · | 3.5 | 3.8 | · | 4.5 | 3.5 | 3.7 | · | 2.7 | 3.8 | 2.7 | · | 2.7 | |
| P / Tangible Book | 3.2 | 3.0 | · | 3.6 | 3.5 | 3.8 | · | 4.6 | 3.6 | 3.8 | · | 2.7 | 3.9 | 2.7 | · | 2.7 | |
| P / Cash Flow | · | -134.0 | · | · | · | 100.6 | · | · | · | 57.5 | · | · | · | -32.8 | · | · | |
| P / FCF | · | -51.4 | · | · | · | · | · | · | · | 94.4 | · | · | · | -16.8 | · | · | |
| Dividend Yield | 1.5% | 1.6% | · | · | 1.3% | 1.2% | · | 0.97% | 1.2% | 1.2% | · | 1.7% | 1.3% | 1.8% | · | 1.9% | |
| Earnings Yield | 2.1% | 3.6% | · | 3.9% | 6.5% | 6.8% | · | 6.2% | 6.2% | 3.7% | · | 8.5% | 10.4% | 25.2% | · | 33.7% | |
| Payout Ratio | 80.8% | 77.8% | · | · | 35.2% | 22.0% | · | 20.0% | 11.9% | · | · | 14.4% | -85.0% | 81.0% | · | 7.1% | |
| Annual Payout | $80M | $79M | · | $76M | $76M | $76M | · | $73M | $72M | $70M | · | $68M | $69M | $71M | · | $71M |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $2.71B | $2.94B | $2.58B | $3.85B | $3.92B |
| Margine Lordo % | 21.8% | 28.3% | 23.0% | 38.9% | 45.5% |
| Margine Operativo % | 7.7% | 18.0% | 11.1% | 32.4% | 40.1% |
| Utile netto | $146M | $420M | $178M | $1.09B | $1.38B |
| EPS Diluito | $2.08 | $5.89 | $2.46 | $13.87 | $14.09 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
| Rapporto corrente | 2.8 | 2.9 | 3.0 | 2.5 | 2.5 |
| Quick Ratio | 1.4 | 1.6 | 1.5 | 1.5 | 1.6 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $91M | $422M | $16M | $732M | $1.23B |
Ultime notizie Notizie recenti che menzionano questa società
Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi
📊
Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.
La tua selezione è salvata e ti segue su tutti i ticker.
Proprietari istituzionali (13F) 465 filer · $4.0B 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 |
|---|---|---|---|---|
| 68 (-2 vs trimestre precedente) | 48 (-5 vs trimestre precedente) | 154 (+11 vs trimestre precedente) | 110 (-17 vs trimestre precedente) | +3.9M |
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 |
|---|---|---|---|---|
| 59 North Capital Management, LP | $331.084.188 | 4.209.054 | 8,34% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $229.829.653 | 2.921.811 | 5,79% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $223.704.084 | 2.843.937 | 5,63% | Azioni |
| FMR LLC | $220.634.064 | 2.804.908 | 5,55% | Azioni |
| EMINENCE CAPITAL, LP | $184.303.759 | 2.533.385 | 4,64% | Azioni |
| STATE STREET CORP | $181.185.930 | 2.301.635 | 4,56% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $145.736.317 | 1.852.737 | 3,67% | Azioni |
| Capital World Investors | $139.417.692 | 1.772.409 | 3,51% | Azioni |
| CITADEL ADVISORS LLC | $137.767.877 | 1.751.435 | 3,47% | Azioni |
| FIDUCIARY MANAGEMENT INC /WI/ | $137.743.099 | 1.751.120 | 3,47% | Azioni |
| Avantyr Capital Partners, LP | $121.725.563 | 1.547.490 | 3,06% | Azioni |
| Maple Rock Capital Partners Inc. | $119.709.429 | 1.521.859 | 3,01% | Azioni |
| Berkshire Hathaway Inc | $103.822.075 | 1.319.884 | 2,61% | Azioni |
| Point72 Asset Management, L.P. | $95.706.723 | 1.216.714 | 2,41% | Azioni |
| Channing Capital Management, LLC | $90.601.689 | 1.151.814 | 2,28% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $72.865.903 | 926.021 | 1,83% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $70.077.000 | 890.879 | 1,76% | Azioni |
| Holocene Advisors, LP | $61.937.041 | 787.402 | 1,56% | Azioni |
| NORGES BANK | $61.669.204 | 783.997 | 1,55% | Azioni |
| DEPRINCE RACE & ZOLLO INC | $56.596.299 | 777.956 | 1,42% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $51.090.929 | 649.516 | 1,29% | Azioni |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $45.441.725 | 577.698 | 1,14% | Azioni |
| FERNBRIDGE CAPITAL MANAGEMENT LP | $44.140.452 | 561.155 | 1,11% | Azioni |
| VAN ECK ASSOCIATES CORP | $36.576.507 | 464.995 | 0,92% | Azioni |
| AMERIPRISE FINANCIAL INC | $34.226.775 | 435.123 | 0,86% | Azioni |
| Balyasny Asset Management L.P. | $34.128.529 | 433.874 | 0,86% | Azioni |
| SEGALL BRYANT & HAMILL, LLC | $33.224.489 | 422.381 | 0,84% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $31.652.863 | 402.401 | 0,80% | Azioni |
| Hosking Partners LLP | $31.452.201 | 399.850 | 0,79% | Azioni |
| Pictet Asset Management Holding SA | $28.740.791 | 365.380 | 0,72% | Azioni |
| SG Capital Management LLC | $25.875.600 | 328.955 | 0,65% | Azioni |
| Boston Partners | $25.318.080 | 321.909 | 0,64% | Azioni |
| Capital Research Global Investors | $25.313.103 | 321.804 | 0,64% | Azioni |
| Crow's Nest Holdings LP | $25.171.200 | 320.000 | 0,63% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $22.966.596 | 291.973 | 0,58% | Azioni |
| Parsifal Capital Management, LP | $18.465.986 | 234.757 | 0,46% | Azioni |
| Verition Fund Management LLC | $18.195.159 | 231.314 | 0,46% | Azioni |
| D. E. Shaw & Co., Inc. | $17.223.315 | 218.959 | 0,43% | Azioni |
| Pembroke Management, LTD | $17.089.436 | 217.257 | 0,43% | Azioni |
| Longaeva Partners L.P. | $16.794.775 | 213.511 | 0,42% | Azioni |
| PATTEN & PATTEN INC/TN | $15.464.005 | 196.593 | 0,39% | Azioni |
| TWO SIGMA ADVISERS, LP | $15.094.044 | 186.900 | 0,38% | Azioni |
| GOLDMAN SACHS GROUP INC | $15.069.840 | 191.582 | 0,38% | Azioni |
| BANK OF AMERICA CORP /DE/ | $15.045.262 | 191.270 | 0,38% | Azioni |
| RHUMBLINE ADVISERS | $14.602.789 | 185.645 | 0,37% | Azioni |
| ROYCE & ASSOCIATES LP | $14.327.998 | 182.151 | 0,36% | Azioni |
| Gotham Asset Management, LLC | $13.775.490 | 175.127 | 0,35% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $13.201.665 | 167.832 | 0,33% | Azioni |
| Leith Wheeler Investment Counsel Ltd. | $12.957.430 | 164.727 | 0,33% | Azioni |
| KLCM Advisors, Inc. | $12.894.341 | 163.925 | 0,32% | Azioni |
| LITTLEJOHN & CO LLC | $12.632.796 | 160.600 | 0,32% | Azioni |
| Bridgewater Associates, LP | $10.719.077 | 136.271 | 0,27% | Azioni |
| Kinetic Partners Management, LP | $10.492.851 | 133.395 | 0,26% | Azioni |
| Waratah Capital Advisors Ltd. | $10.284.244 | 130.743 | 0,26% | Azioni |
| Strong Tower Advisory Services | $10.278.434 | 130.669 | 0,26% | Azioni |
| Swiss National Bank | $9.926.892 | 126.200 | 0,25% | Azioni |
| Interval Partners, LP | $9.283.925 | 118.026 | 0,23% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.788.131 | 111.723 | 0,22% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.526.744 | 108.400 | 0,21% | Opzione Call |
| Parcion Private Wealth LLC | $8.065.324 | 102.534 | 0,20% | Azioni |
| CRAMER ROSENTHAL MCGLYNN LLC | $7.753.123 | 98.565 | 0,20% | Azioni |
| Long Pond Capital, LP | $7.394.040 | 94.000 | 0,19% | Azioni |
| California Public Employees Retirement System | $6.610.744 | 84.042 | 0,17% | Azioni |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $6.457.145 | 88.758 | 0,16% | Azioni |
| BlackRock, Inc. | $6.422.904 | 81.654 | 0,16% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $6.388.608 | 81.218 | 0,16% | Azioni |
| ROBOTTI ROBERT | $6.241.750 | 79.351 | 0,16% | Azioni |
| BARCLAYS PLC | $5.895.254 | 74.946 | 0,15% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $5.679.956 | 78.075 | 0,14% | Azioni |
| Hudson Bay Capital Management LP | $5.667.060 | 72.045 | 0,14% | Azioni |
| FIRST TRUST ADVISORS LP | $5.599.853 | 71.193 | 0,14% | Azioni |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $5.506.200 | 70.000 | 0,14% | Azioni |
| JANE STREET GROUP, LLC | $5.466.870 | 69.500 | 0,14% | Opzione Put |
| 12th Street Asset Management Company, LLC | $5.394.975 | 68.586 | 0,14% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.293.945 | 72.769 | 0,13% | Azioni |
| Retirement Systems of Alabama | $5.172.446 | 65.757 | 0,13% | Azioni |
| Granite Investment Partners, LLC | $5.118.406 | 65.070 | 0,13% | Azioni |
| ELWOOD CAPITAL PARTNERS LP | $4.984.999 | 63.374 | 0,13% | Azioni |
| Rafferty Asset Management, LLC | $4.810.374 | 61.154 | 0,12% | Azioni |
| Masterton Capital Management, LP | $4.774.662 | 60.700 | 0,12% | Azioni |
| Skye Global Management LP | $4.719.600 | 60.000 | 0,12% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.639.603 | 58.983 | 0,12% | Azioni |
| CAPSTONE INVESTMENT ADVISORS, LLC | $4.584.698 | 58.285 | 0,12% | Azioni |
| VANGUARD GROUP INC | $4.417.410 | 54.698 | 0,11% | Azioni |
| Ceredex Value Advisors LLC | $4.416.759 | 56.150 | 0,11% | Azioni |
| BCGM Wealth Management, LLC | $4.113.714 | 52.297 | 0,10% | Azioni |
| JANUS HENDERSON GROUP PLC | $3.896.035 | 53.528 | 0,10% | Azioni |
| Pullen Investment Management, LLC | $3.887.692 | 49.424 | 0,10% | Azioni |
| JANE STREET GROUP, LLC | $3.862.206 | 49.100 | 0,10% | Opzione Call |
| GCM Grosvenor Holdings, LLC | $3.618.989 | 46.008 | 0,09% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.577.299 | 45.478 | 0,09% | Azioni |
| Sagefield Capital LP | $3.528.373 | 44.856 | 0,09% | Azioni |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3.509.809 | 44.620 | 0,09% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.334.351 | 45.833 | 0,08% | Azioni |
| Composition Wealth, LLC | $3.286.534 | 41.782 | 0,08% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3.265.806 | 41.518 | 0,08% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.140.501 | 39.925 | 0,08% | Azioni |
| Concorde Financial Corp | $3.029.710 | 38.518 | 0,08% | Azioni |
| Sterling Capital Management LLC | $3.011.341 | 38.283 | 0,08% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.989.080 | 38.000 | 0,08% | Opzione Put |
Insider aziendali 46 insider · 26 dirigenti · 20 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jason Paul Ringblom | Chief Executive Officer | 07 Aprile 2026 F | 139.791 | 0 | 0 | $0 |
| William Bradley Southern | Chief Executive Officer | 18 Febbraio 2026 S | 447.553 | 0 | 26 | $-15.157.537 |
| Curtis M Stevens | CEO | 10 Febbraio 2017 M | 298.408 | 0 | 0 | $0 |
| Richard W Frost | Chief Executive Officer | 24 Gennaio 2012 F | 307.864 | 0 | 0 | $0 |
| Mark A Suwyn | Chairman & CEO | 29 Ottobre 2004 S | 77.236 | 0 | 0 | $0 |
| Alan Haughie | EVP, CFO | 13 Febbraio 2026 F | 143.332 | 0 | 0 | $0 |
| Michael Emory Kinney | Interim CFO | 14 Settembre 2018 M | 20.227 | 0 | 0 | $0 |
| Sallie B Bailey | Chief Financial Officer | 12 Giugno 2018 M | 200.856 | 0 | 0 | $0 |
| Anthony Hamill | SVP, COO | 01 Luglio 2026 F | 23.937 | 0 | 0 | $0 |
| Craig M Sichling | SVP, Chief Commercial Officer | 13 Febbraio 2026 F | 8.969 | 0 | 0 | $0 |
| Leslie E Davis | VP, Controller & CAO | 13 Febbraio 2026 F | 4.066 | 0 | 0 | $0 |
| Nicole C Daniel | SVP, General Counsel, Corp Sec | 13 Febbraio 2026 F | 46.078 | 0 | 0 | $0 |
| Jimmy Earl Mason | EVP, General Manager, OSB | 13 Febbraio 2025 A | 32.285 | 0 | 0 | $0 |
| Michael W Blosser | SVP, Manufacturing Services | 15 Maggio 2024 S | 54.898 | 0 | 0 | $0 |
| Derek Nelson Doyle | VP, Controller & CAO | 12 Febbraio 2024 F | 5.748 | 0 | 0 | $0 |
| Robin H Everhart | SVP, CHRO | 15 Aprile 2022 F | 27.745 | 0 | 0 | $0 |
| Neil Sherman | EVP Siding | 10 Febbraio 2022 M | 103.584 | 0 | 0 | $0 |
| Michael Sims | SVP Sales and Marketing | 25 Febbraio 2021 M | 79.262 | 0 | 0 | $0 |
| Timothy Mann JR | EVP, General Counsel | 07 Febbraio 2019 A | 27.192 | 0 | 0 | $0 |
| Rebecca Anne Barckley | Principle Accounting Officer | 07 Febbraio 2019 A | 12.201 | 0 | 0 | $0 |
| Brian Eugene Luoma | Executive Vice President | 08 Dicembre 2016 S | 80.326 | 0 | 0 | $0 |
| Richard S Olszewski | EVP Sales and Marketing | 13 Febbraio 2015 D | 14.544 | 0 | 0 | $0 |
| Jeffrey N Wagner | EVP OSB | 02 Febbraio 2015 F | 77.708 | 0 | 0 | $0 |
| Harold N Stanton | Exec VP, Spec. Prod. & Sales | 08 Settembre 2006 I | 12.068 | 0 | 0 | $0 |
| Russell S Pattee | Corp. Controller, Asst. Treas. | 02 Febbraio 2006 A | 1.000 | 0 | 0 | $0 |
| Joseph B Kastelic | EVP/SPEC PROD-SALES | 19 Agosto 2004 M | 0 | 0 | 0 | $0 |
| Lizanne C Gottung | Direttore | 15 Giugno 2026 J | 17.517 | 0 | 2 | $-191.405 |
| Ty R Silberhorn | Direttore | 08 Maggio 2026 A | 3.698 | 0 | 0 | $0 |
| Jeanmichel Ribieras | Direttore | 08 Maggio 2026 A | 3.697 | 0 | 0 | $0 |
| Kelly Hefner Barrett | Direttore | 08 Maggio 2026 A | 3.675 | 0 | 0 | $0 |
| Stephen E. Macadam | Direttore | 08 Maggio 2026 A | 43.080 | 1 | 0 | $249.792 |
| Jose A Bayardo | Direttore | 08 Maggio 2026 A | 9.616 | 0 | 0 | $0 |
| Nicholas F Grasberger III | Direttore | 08 Maggio 2026 A | 40.838 | 1 | 0 | $1.709.800 |
| Ozey K Horton JR | Direttore | 15 Maggio 2025 A | 30.195 | 0 | 0 | $0 |
| Dustan E Mccoy | Direttore | 15 Maggio 2025 A | 70.594 | 0 | 0 | $0 |
| Tracy A Embree | Direttore | 17 Maggio 2024 A | 34.776 | 0 | 0 | $0 |
| Kurt M Landgraf | Direttore | 06 Agosto 2020 S | 28.988 | 0 | 0 | $0 |
| Gary Cook | Direttore | 17 Maggio 2020 M | 49.784 | 0 | 0 | $0 |
| Daniel K Frierson | Direttore | 03 Febbraio 2017 M | 13.963 | 0 | 0 | $0 |
| John W Weaver | Direttore | 08 Maggio 2016 M | 30.296 | 0 | 0 | $0 |
| Archie W Dunham | Direttore | 10 Maggio 2013 A | 646.314 | 0 | 0 | $0 |
| Paul W Hansen | Direttore | 01 Maggio 2007 A | 13.456 | 0 | 0 | $0 |
| John C Kerr | Direttore | 02 Maggio 2006 A | 2.316 | 0 | 0 | $0 |
| Colin D Watson | — | 10 Febbraio 2017 M | 0 | 0 | 0 | $0 |
| Brenda J Lauderback | — | 02 Maggio 2005 D | 1.685 | 0 | 0 | $0 |
| Lee C Simpson | — | 01 Maggio 2005 A | 21.375 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 01 Marzo 2006 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 20 Giugno 2005 | — | 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 94 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 |
|---|---|---|---|---|
| ZIG · ETF Series Solutions | 3,26% | 14.784 NS | 30 Aprile 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,79% | 3.498 NS | 31 Maggio 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,72% | 261.797 NS | 31 Maggio 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,42% | 40.959 NS | 30 Aprile 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,33% | 58.553 NS | 30 Aprile 2026 | N-PORT |
| FMAT · FIDELITY COVINGTON TRUST | 0,29% | 24.222 NS | 30 Aprile 2026 | N-PORT |
| PAVE · Global X Funds | 0,29% | 510.861 NS | 31 Maggio 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,26% | 924.608 NS | 31 Maggio 2026 | N-PORT |
| ESSC · Strategy Shares | 0,25% | 890 NS | 30 Aprile 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,20% | 2.285 NS | 30 Aprile 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,19% | 85 NS | 29 Maggio 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,18% | 32.132 NS | 30 Aprile 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 8.906 NS | 30 Aprile 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,14% | 24.953 NS | 30 Aprile 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,13% | 7.278 NS | 30 Aprile 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 44.737 NS | 31 Maggio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 223.580 NS | 30 Aprile 2026 | N-PORT |
| MVV · ProShares Trust | 0,10% | 2.189 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,10% | 304.157 NS | 31 Maggio 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 5.723 NS | 30 Aprile 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 25.820 NS | 30 Aprile 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1.049 NS | 30 Aprile 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,09% | 171.466 NS | 31 Maggio 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 8.020 NS | 30 Aprile 2026 | N-PORT |
| UMDD · ProShares Trust | 0,07% | 306 NS | 31 Maggio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 55.990 NS | 30 Aprile 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 102.376 NS | 30 Aprile 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,05% | 3.199 NS | 31 Maggio 2026 | N-PORT |
| SFGV · EA Series Trust | 0,04% | 6.603 NS | 29 Maggio 2026 | N-PORT |
| QARP · DBX ETF Trust | 0,03% | 336 NS | 29 Maggio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 58.397 NS | 30 Aprile 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 932 NS | 31 Maggio 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 2.483 NS | 31 Maggio 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 41.998 NS | 31 Maggio 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,02% | 827 NS | 29 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 129.967 NS | 30 Aprile 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1.142 NS | 30 Aprile 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0,02% | 63.346 NS | 31 Maggio 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,02% | 3.015 NS | 31 Maggio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 4.899 NS | 30 Aprile 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,01% | 755 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 5.693 NS | 30 Aprile 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2.926 NS | 30 Aprile 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14.998 NS | 30 Aprile 2026 | N-PORT |
| JUST · Goldman Sachs ETF Trust | 0,01% | 666 NS | 31 Maggio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 19.242 NS | 30 Aprile 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0,01% | 2.156 NS | 31 Maggio 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,01% | 5.228 NS | 31 Maggio 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,01% | 37.001 NS | 31 Maggio 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2.542 NS | 31 Maggio 2026 | N-PORT |