LTH Life Time Group Holdings, Inc. Common Stock
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Informazioni su Life Time Group Holdings, Inc. Common Stock Panoramica della società da Wikipedia
Life Time, Inc. (formerly Life Time Fitness, Inc.) is a chain of health clubs in the United States and Canada.
History
The company was founded by chairman and chief executive officer, Bahram Akradi. The company was incorporated in 1990 as FCA, Ltd., a Minnesota corporation, and registered the name Life Time Fitness in March of 1992. In 2017, the word "Fitness" was officially dropped from the brand name, and the company became simply Life Time, Inc. The first club opened in Brooklyn Park, Minnesota.
Several locations were added to the Minneapolis–St. Paul area before the chain expanded to suburban communities in other states. As of mid-2021, the locations include over 160 athletic clubs, 3 apartment home residences, and 10 coworking locations. Most Life Time locations are located in exurban or suburban areas in medium to large-sized metropolitan areas, with some locations in central city or inner suburban areas. The oldest facility is in Eagan, Minnesota. In December 2019 they opened up a new facility inside of the Southdale Mall in Edina, Minnesota, replacing the former tenant J.C. Penney.
In addition to its health clubs, the company has created or acquired, as of 2012, more than 200 annual races in the United States. These include the Life Time Tri Series, the Leadville Race Series, the Chequamegon Fat Tire Festival in Hayward, Wisconsin, the Unbound Gravel gravel bicycle race, and the Miami Marathon.
In August 2014, Life Time, a publicly traded company at the time, considered becoming a Real Estate Investment Trust (REIT) in response to pressure from its largest shareholder, Marcato Capital Management. In March 2015, Life Time was acquired by private equity firms TPG Capital and Leonard Green & Partners in a leveraged buyout.
Controversies
Several employees of Life Time Fitness took the firm to court for withholding wages in 2004. In 2009, a court ruled in favor of employees in the case of Baden-Winterwood v. Life Time Fitness Inc., with a judgment that employees must be paid in accordance with federal and state wage-and-hour laws which require overtime pay for hours worked in excess of 40 in a workweek.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | LTH | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.3media 5 anni ≈-222.8 | ≈-222.8 | 29.2 | Sottovalutato | |
| P/S (TTM) | 2.9media 5 anni ≈1.8 | ≈1.8 | 2.9 | Valore equo | |
| P/B (MRQ) | 2.8media 5 anni ≈1.5 | ≈1.5 | 2.8 | Sottovalutato | |
| EV / EBITDA | 13.4media 5 anni ≈4.4 | ≈4.4 | · | · | |
| Prezzo / FCF (TTM) | -60.6media 5 anni ≈-43.6 | ≈-43.6 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 10.2media 5 anni ≈-26.6 | ≈-26.6 | 5.8 | Sopravvalutato | |
| EV / Revenue (EV / Ricavi) | 3.5media 5 anni ≈2.6 | ≈2.6 | · | · | |
| EV / FCF | -497.2media 5 anni ≈-53.6 | ≈-53.6 | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | 2.9media 5 anni ≈3.8 | ≈3.8 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | LTH | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 17.3%media 5 anni ≈1.7% | ≈1.7% | 16.1% | In linea | |
| Margine EBITDA (TTM) | 27.2%media 5 anni ≈14.0% | ≈14.0% | 20.1% | Di prim'ordine | |
| Margine ante imposte (TTM) | 17.8%media 5 anni ≈-5.2% | ≈-5.2% | 2.8% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 13.0%media 5 anni ≈-4.4% | ≈-4.4% | 1.5% | Di prim'ordine | |
| ROA (TTM) | 5.2%media 5 anni ≈-0.25% | ≈-0.25% | 2.5% | Di prim'ordine | |
| ROE (TTM) | 13.4%media 5 anni ≈-2.7% | ≈-2.7% | 4.1% | Di prim'ordine | |
| ROIC | 7.9%media 5 anni ≈2.1% | ≈2.1% | 9.0% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | LTH | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | 0.5media 5 anni ≈0.7 | ≈0.7 | -0.6 | Sopra la media | |
| Rapporto corrente (MRQ) | 0.7media 5 anni ≈0.4 | ≈0.4 | 0.7 | In linea | |
| Quick Ratio | 0.4media 5 anni ≈0.1 | ≈0.1 | 0.4 | In linea | |
| Debito a lungo termine / Patrimonio netto (MRQ) | 0.4media 5 anni ≈0.7 | ≈0.7 | -0.6 | Sopra la media |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | LTH | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 14.3%media 5 anni ≈26.3% | ≈26.3% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 18.0%media 5 anni ≈25.5% | ≈25.5% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 25.9% | · | · | · | |
| EPS YoY | 124.3% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 139.2% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | LTH | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.4media 5 anni ≈0.3 | ≈0.3 | 0.4 | Debole | |
| Inventory Turnover (Rotazione delle scorte) | 24.5 | · | 16.0 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 121.8media 5 anni ≈153.1 | ≈153.1 | 21.2 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$57.6K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 3, 2026 | $0.45 | $0.40 | 12.0% |
| 31 Marzo 2026 | $0.39 | $0.35 | 10.3% | |
| 31 Dicembre 2025 | $0.54 | $0.36 | 52.0% | |
| 30 Settembre 2025 | $0.45 | $0.34 | 32.8% | |
| 30 Giugno 2025 | $0.26 | $0.33 | -22.0% | |
| 31 Marzo 2025 | $0.34 | $0.26 | 29.9% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | $948M | $1.90B | |
| Cost of Revenue | $1.57B | $1.39B | $1.18B | · | · | · | · | |
| SG&A Expense | $245M | $221M | $201M | $214M | $481M | $150M | $228M | |
| Operating Expenses | $2.51B | $2.26B | $1.99B | $1.71B | $1.81B | $1.31B | $1.73B | |
| Operating Income | $481M | $357M | $225M | $111M | $-495M | $-359M | $168M | |
| Other Non-op | $94M | $0 | $0 | $-113M | $-225M | $-129M | $-128M | |
| Pretax Income | $494M | $209M | $95M | $-3M | $-720M | $-488M | $40M | |
| Income Tax | $120M | $53M | $19M | $-825.0K | $-140M | $-128M | $10M | |
| Net Income | $374M | $156M | $76M | $-2M | $-579M | $-360M | $30M | |
| EPS (Basic) | $1.71 | $0.77 | $0.39 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| EPS (Diluted) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| Shares (Basic) | 218,031,000 | 201,640,000 | 195,671,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| Shares (Diluted) | 225,495,000 | 211,164,000 | 204,005,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| EBITDA | $778M | $632M | $470M | $340M | $-260M | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $205M | $11M | $11M | $26M | $32M | $33M | · | |
| Receivables | $24M | $25M | $24M | $13M | $6M | $5M | · | |
| Inventory | $68M | $60M | $53M | $46M | $41M | $36M | · | |
| Prepaid Expense | $62M | $53M | $58M | $46M | $49M | $87M | · | |
| Other Current Assets | $10M | $13M | $10M | $22M | · | · | · | |
| Current Assets | $386M | $171M | $175M | $131M | $132M | $166M | · | |
| PP&E (Net) | $3.63B | $3.19B | $3.17B | $2.90B | $2.79B | $2.69B | · | |
| PP&E (Gross) | $5.56B | $4.93B | $4.69B | $4.21B | $3.97B | $3.66B | · | |
| Accum. Depreciation | $1.93B | $1.74B | $1.52B | $1.30B | $1.18B | $964M | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.23B | $1.23B | $1.23B | · | |
| Intangibles | $181M | $172M | $172M | $173M | $174M | $164M | · | |
| Other Non-current Assets | $93M | $68M | $76M | $70M | $62M | $53M | · | |
| Total Assets | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Accounts Payable | $90M | $88M | $81M | $74M | $71M | $54M | · | |
| Accrued Liabilities | $214M | $179M | $185M | $154M | $148M | $118M | · | |
| Current Liabilities | $610M | $520M | $557M | $457M | $406M | $443M | · | |
| Capital Leases | $2.56B | $2.38B | $2.27B | $2.16B | $1.91B | $1.74B | · | |
| Deferred Tax | $172M | $85M | $56M | $41M | $55M | $195M | · | |
| Other Non-current Liabilities | $59M | $43M | $37M | $34M | $18M | $26M | · | |
| Total Liabilities | $4.88B | $4.54B | $4.78B | $4.50B | $4.17B | $4.54B | · | |
| Long-term Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | $2.27B | · | |
| Total Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $1M | · | |
| Paid-in Capital | $3.18B | $3.04B | $2.84B | $2.78B | $2.74B | $1.57B | · | |
| Retained Earnings | $-47M | $-421M | $-577M | $-653M | $-651M | $-72M | · | |
| AOCI | $-12M | $-13M | $-7M | $-9M | $-3M | $-3M | · | |
| Stockholders' Equity | $3.13B | $2.61B | $2.25B | $2.12B | $2.09B | $1.48B | $1.75B | |
| Liabilities + Equity | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Shares Outstanding | 221,077,000 | 207,495,000 | 196,671,000 | 194,271,000 | 193,060,000 | 145,196,000 | 141,596,000 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $296M | $275M | $244M | $229M | $235M | $248M | $220M | |
| Stock-based Comp | $52M | $51M | $50M | $37M | $334M | $0 | $24M | |
| Deferred Tax | $87M | $29M | $15M | $-14M | $-140M | $-100M | $3M | |
| Amort. of Intangibles | $1M | $1M | $1M | $2M | $1M | $4M | $8M | |
| Other Non-cash | $91M | $66M | $84M | $-46M | $157M | · | · | |
| Operating Cash Flow | $871M | $575M | $463M | $201M | $-20M | $-96M | $359M | |
| CapEx | $891M | $525M | $698M | $591M | $329M | $266M | $624M | |
| Investing Cash Flow | $-686M | $-293M | $-574M | $-244M | $-270M | $-6M | $-478M | |
| Stock Issued | $0 | $124M | $0 | $0 | $702M | $90M | $105M | |
| Net Stock Activity | $0 | $124M | $0 | $0 | $702M | · | · | |
| Financing Cash Flow | $19M | $-284M | $116M | $37M | $288M | $87M | $133M | |
| Net Change in Cash | $204M | $-2M | $4M | $-6M | $-2M | $-15M | $14M | |
| Taxes Paid | $27M | $18M | $14M | $11M | $-885.0K | $-32M | $-25M | |
| Free Cash Flow | $-21M | $51M | $-231M | $-390M | $-349M | · | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% | · | · | |
| Net Margin | 12.5% | 6.0% | 3.4% | -0.10% | -44.0% | · | · | |
| Pretax Margin | 16.5% | 8.0% | 4.3% | -0.14% | -54.6% | · | · | |
| EBITDA Margin | 26.0% | 24.1% | 21.2% | 18.6% | -19.7% | · | · | |
| ROA | 4.9% | 2.2% | 1.1% | -0.03% | -9.4% | · | · | |
| ROE | 12.5% | 6.0% | 3.4% | -0.08% | -35.2% | · | · | |
| ROIC | 7.9% | 6.5% | 4.3% | 1.9% | -10.2% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | |
| Quick Ratio | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Debt / Equity | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 | · | · | |
| LT Debt / Equity | 0.5 | 0.6 | 0.8 | 0.8 | 0.8 | · | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.2 | · | · | |
| Inventory Turnover | 24.5 | · | · | · | · | · | · | |
| Receivables Turnover | 121.8 | 107.0 | 118.9 | 183.7 | 233.9 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.14 | $12.58 | $11.46 | $10.93 | $10.83 | · | · | |
| Revenue / Share | $13.28 | $12.41 | $10.87 | $9.42 | $8.48 | · | · | |
| Cash Flow / Share | $3.86 | $2.72 | $2.27 | $1.04 | $-0.13 | · | · | |
| Cash / Share | $0.93 | $0.05 | $0.15 | $0.13 | $0.16 | · | · | |
| EPS (TTM) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | · | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.3% | 18.2% | 21.6% | 38.3% | 39.0% | · | · | |
| Revenue CAGR 3Y | 18.0% | 25.8% | 32.7% | · | · | · | · | |
| Revenue CAGR 5Y | 25.9% | · | · | · | · | · | · | |
| EPS YoY | 124.3% | 100.0% | · | · | · | · | · | |
| Net Income YoY | 139.2% | 105.4% | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | · | · | |
| Net Income TTM | $374M | $156M | $76M | $-2M | $-579M | · | · | |
| Market Cap | $5.88B | $4.59B | $2.97B | $2.32B | $3.32B | · | · | |
| Enterprise Value | $7.18B | $6.11B | $4.87B | $4.12B | $5.09B | · | · | |
| P/E | 16.0 | 29.9 | 40.8 | -1196.0 | -4.6 | · | · | |
| P/S | 2.0 | 1.8 | 1.3 | 1.3 | 2.5 | · | · | |
| P/B | 1.9 | 1.8 | 1.3 | 1.1 | 1.6 | · | · | |
| P / Tangible Book | 3.4 | 3.8 | 3.5 | 3.2 | 4.9 | · | · | |
| P / Cash Flow | 6.8 | 8.0 | 6.4 | 11.6 | -165.9 | · | · | |
| P / FCF | -280.4 | 90.7 | -12.8 | -6.0 | -9.5 | · | · | |
| EV / EBITDA | 9.2 | 9.7 | 10.4 | 12.1 | -19.6 | · | · | |
| EV / FCF | -342.6 | 120.9 | -21.1 | -10.6 | -14.6 | · | · | |
| EV / Revenue | 2.4 | 2.3 | 2.2 | 2.3 | 3.9 | · | · | |
| Earnings Yield | 6.2% | 3.4% | 2.5% | -0.08% | -21.7% | · | · |
Conto Economico
| 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 | $866M | $789M | $745M | $783M | $761M | $706M | $663M | $693M | $668M | $597M | $559M | $585M | $562M | $511M | $473M | $496M | |
| Cost of Revenue | $454M | $407M | $379M | $414M | $404M | $371M | $344M | $371M | $356M | $322M | $288M | $319M | $303M | · | · | · | |
| SG&A Expense | $66M | $60M | $65M | $60M | $62M | $58M | $61M | $58M | $53M | $49M | $54M | $52M | $53M | $42M | $38M | $57M | |
| Operating Expenses | $716M | $654M | $616M | $647M | $653M | $598M | $576M | $600M | $563M | $525M | $500M | $538M | $509M | $443M | $428M | $441M | |
| Operating Income | $150M | $135M | $130M | $136M | $108M | $108M | $87M | $94M | $105M | $72M | $59M | $47M | $52M | $67M | $45M | $56M | |
| Other Non-op | $5M | $-16M | $84M | $22M | $13M | $-25M | $37M | $0 | $0 | $-37M | $96M | $-33M | $-32M | $-31M | $-29M | $-28M | |
| Pretax Income | $135M | $119M | $172M | $139M | $100M | $83M | $50M | $58M | $67M | $35M | $24M | $14M | $21M | $36M | $16M | $28M | |
| Income Tax | $33M | $31M | $49M | $37M | $27M | $6M | $13M | $16M | $14M | $10M | $527.0K | $6M | $4M | $9M | $3M | $3M | |
| Net Income | $101M | $88M | $123M | $102M | $72M | $76M | $37M | $41M | $53M | $25M | $24M | $8M | $17M | $27M | $14M | $25M | |
| EPS (Basic) | $0.46 | $0.40 | $0.55 | $0.47 | $0.33 | $0.36 | $0.17 | $0.20 | $0.27 | $0.13 | $0.12 | $0.04 | $0.09 | $0.14 | $0.07 | $0.13 | |
| EPS (Diluted) | $0.45 | $0.39 | $0.55 | $0.45 | $0.32 | $0.34 | $0.17 | $0.19 | $0.26 | $0.12 | $0.11 | $0.04 | $0.08 | $0.14 | $0.08 | $0.12 | |
| Shares (Basic) | 222,626,000 | 221,853,000 | · | 220,063,000 | 219,286,000 | 211,958,000 | · | 202,945,000 | 198,903,000 | 197,498,000 | · | 196,146,000 | 195,476,000 | 194,572,000 | · | 193,918,000 | |
| Shares (Diluted) | 227,337,000 | 227,454,000 | · | 226,007,000 | 225,511,000 | 223,619,000 | · | 214,633,000 | 206,044,000 | 202,756,000 | · | 204,298,000 | 204,821,000 | 202,855,000 | · | 198,381,000 | |
| EBITDA | $233M | $216M | · | $211M | $181M | $179M | · | $163M | $174M | $138M | · | $110M | $111M | $126M | · | $112M |
Stato Patrimoniale
| 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 | $224M | $120M | $205M | $219M | $176M | $59M | $11M | $121M | $35M | $19M | · | $25M | $31M | $35M | · | $107M | |
| Receivables | $26M | $25M | $24M | $24M | $26M | $25M | $25M | $26M | $25M | $23M | · | $19M | $18M | $17M | · | $12M | |
| Inventory | $67M | $67M | $68M | $71M | $66M | $62M | $60M | $59M | $55M | $53M | · | $49M | $48M | $46M | · | $44M | |
| Prepaid Expense | $85M | $80M | $62M | $54M | $65M | $58M | $53M | $41M | $59M | $71M | · | $48M | $50M | $59M | · | $45M | |
| Other Current Assets | $16M | $14M | $13M | $13M | $14M | $16M | $13M | $10M | $14M | $22M | · | $15M | $17M | $19M | · | · | |
| Current Assets | $436M | $323M | $386M | $410M | $368M | $224M | $171M | $269M | $196M | $191M | · | $153M | $153M | $157M | · | $208M | |
| PP&E (Net) | $3.81B | $3.80B | $3.63B | $3.46B | $3.32B | $3.26B | $3.19B | $3.10B | $3.15B | $3.23B | · | $3.07B | $3.03B | $2.96B | · | $2.77B | |
| PP&E (Gross) | · | · | $5.56B | · | · | · | $4.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.93B | · | · | · | $1.74B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | · | $1.24B | $1.24B | $1.24B | · | $1.23B | |
| Intangibles | $181M | $181M | $181M | $181M | $171M | $172M | $172M | $172M | $172M | $172M | · | $172M | $173M | $173M | · | $173M | |
| Other Non-current Assets | $98M | $94M | $93M | $94M | $86M | $77M | $68M | $73M | $76M | $77M | · | $74M | $74M | $73M | · | $65M | |
| Total Assets | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Accounts Payable | $97M | $92M | $90M | $92M | $90M | $84M | $88M | $71M | $78M | $69M | · | $76M | $84M | $65M | · | $73M | |
| Accrued Liabilities | $223M | $226M | $214M | $229M | $198M | $184M | $179M | $196M | $184M | $162M | · | $179M | $170M | $145M | · | $167M | |
| Current Liabilities | $664M | $609M | $610M | $613M | $569M | $523M | $520M | $457M | $442M | $450M | · | $523M | $535M | $476M | · | $457M | |
| Capital Leases | $2.68B | $2.56B | $2.56B | $2.53B | $2.49B | $2.42B | $2.38B | $2.40B | $2.37B | $2.25B | · | $2.25B | $2.22B | $2.19B | · | $2.21B | |
| Deferred Tax | $187M | $182M | $172M | $146M | $105M | $86M | $85M | $78M | $68M | $62M | · | $57M | $47M | $48M | · | $44M | |
| Other Non-current Liabilities | $58M | $55M | $59M | $59M | $69M | $53M | $43M | $42M | $42M | $37M | · | $36M | $36M | $35M | · | $13M | |
| Total Liabilities | $5.06B | $4.89B | $4.88B | $4.84B | $4.73B | $4.58B | $4.54B | $4.62B | $4.76B | $4.79B | · | $4.68B | $4.63B | $4.57B | · | $4.50B | |
| Long-term Debt | $1.50B | $1.50B | $1.51B | $1.51B | $1.52B | $1.52B | $1.54B | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Total Debt | $1.50B | $1.50B | · | $1.51B | $1.52B | $1.52B | · | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $3.16B | $3.18B | $3.18B | $3.16B | $3.15B | $3.09B | $3.04B | $3.03B | $2.87B | $2.86B | · | $2.82B | $2.81B | $2.79B | · | $2.78B | |
| Retained Earnings | $143M | $41M | $-47M | $-170M | $-272M | $-344M | $-421M | $-458M | $-499M | $-552M | · | $-600M | $-608M | $-625M | · | $-667M | |
| AOCI | $-6M | $-9M | $-12M | $-12M | $-9M | $-13M | $-13M | $-8M | $-9M | $-9M | · | $-10M | $-7M | $-9M | · | $-10M | |
| Stockholders' Equity | $3.30B | $3.22B | $3.13B | $2.99B | $2.87B | $2.73B | $2.61B | $2.56B | $2.37B | $2.30B | $2.25B | $2.22B | $2.20B | $2.16B | $2.12B | $2.11B | |
| Liabilities + Equity | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Shares Outstanding | 223,217,000 | 222,447,000 | 221,077,000 | 220,262,000 | 219,902,000 | 217,899,000 | 207,495,000 | 206,613,000 | 199,052,000 | 198,791,000 | 196,671,000 | 196,183,000 | 196,031,000 | 194,998,000 | 194,271,000 | 193,991,000 |
Flusso di cassa
| 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 | $83M | $81M | $77M | $75M | $73M | $71M | $70M | $69M | $70M | $66M | $64M | $64M | $58M | $58M | $57M | $56M | |
| Stock-based Comp | $15M | $11M | $7M | $17M | $16M | $12M | $21M | $12M | $11M | $8M | $13M | $15M | $17M | $6M | $4M | $6M | |
| Deferred Tax | $3M | $8M | $27M | $41M | $18M | $1M | $8M | $9M | $7M | $6M | $-1M | $10M | $-469.0K | $6M | $-3M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $300.0K | $400.0K | $300.0K | |
| Other Non-cash | · | $17M | · | · | · | $42M | · | · | · | $-38M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | $210M | $199M | $240M | $251M | $196M | $184M | $163M | $151M | $170M | $90M | $132M | $115M | $142M | $74M | $76M | $45M | |
| CapEx | $263M | $260M | $305M | $222M | $222M | $142M | $136M | $87M | $144M | $157M | $168M | $193M | $166M | $171M | $181M | $157M | |
| Investing Cash Flow | $-61M | $-260M | $-250M | $-205M | $-89M | $-142M | $-131M | $-8M | $4M | $-159M | $-171M | $-144M | $-123M | $-137M | $-206M | $40M | |
| Stock Issued | · | · | $0 | · | · | · | $-393.0K | · | · | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $63M | $11M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-40M | $-20M | $462.0K | $-365.0K | $12M | $7M | $-142M | $-56M | $-162M | $75M | $43M | $24M | $-24M | $72M | $49M | $-39M | |
| Net Change in Cash | $108M | $-82M | $-9M | $45M | $119M | $50M | $-109M | $88M | $13M | $7M | $5M | $-5M | $-4M | $10M | $-82M | $46M | |
| Taxes Paid | $44M | $2M | $2M | $928.0K | $23M | $2M | $5M | $4M | $8M | $2M | $879.0K | $727.0K | $12M | $66.0K | $7M | $2M | |
| Free Cash Flow | · | $-61M | · | · | · | $41M | · | · | · | $-66M | · | · | · | $-96M | · | · |
Redditività
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.3% | 17.1% | · | 17.3% | 14.2% | 15.2% | · | 13.5% | 15.7% | 12.1% | · | 8.0% | 9.3% | 13.2% | · | 11.2% | |
| Net Margin | 11.7% | 11.2% | · | 13.1% | 9.5% | 10.8% | · | 6.0% | 7.9% | 4.2% | · | 1.4% | 3.0% | 5.4% | · | 5.0% | |
| Pretax Margin | 15.5% | 15.1% | · | 17.8% | 13.1% | 11.7% | · | 8.3% | 10.0% | 5.8% | · | 2.4% | 3.6% | 7.1% | · | 5.7% | |
| EBITDA Margin | 26.9% | 27.3% | · | 26.9% | 23.8% | 25.3% | · | 23.5% | 26.1% | 23.1% | · | 18.9% | 19.7% | 24.6% | · | 22.6% | |
| ROA | 1.3% | 1.1% | · | 1.4% | 0.98% | 1.1% | · | 0.59% | 0.76% | 0.36% | · | 0.12% | 0.26% | 0.42% | · | 0.39% | |
| ROE | 3.3% | 3.0% | · | 3.7% | 2.8% | 3.0% | · | 1.7% | 2.3% | 1.1% | · | 0.37% | 0.79% | 1.3% | · | 1.5% | |
| ROIC | 2.4% | 2.1% | · | 2.2% | 1.8% | 2.3% | · | 1.6% | 2.0% | 1.2% | · | 0.66% | 1.1% | 1.3% | · | 1.3% |
Liquidità e Solvibilità
| 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 | 0.7 | 0.5 | · | 0.7 | 0.6 | 0.4 | · | 0.6 | 0.4 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.5 | |
| Quick Ratio | 0.4 | 0.2 | · | 0.4 | 0.4 | 0.2 | · | 0.3 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.3 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | |
| LT Debt / Equity | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 |
Efficienza
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 6.8 | 6.3 | · | 6.4 | 6.7 | 6.4 | · | 6.9 | 6.9 | · | · | · | · | · | · | · | |
| Receivables Turnover | 33.2 | 31.5 | · | 30.9 | 29.8 | 29.7 | · | 30.5 | 30.8 | 30.1 | · | 37.2 | 39.2 | 38.6 | · | 48.2 |
Per Azione
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.79 | $14.47 | · | $13.55 | $13.05 | $12.55 | · | $12.40 | $11.89 | $11.58 | · | $11.30 | $11.23 | $11.09 | · | $10.85 | |
| Revenue / Share | $3.81 | $3.47 | · | $3.46 | $3.38 | $3.16 | · | $3.23 | $3.24 | $2.94 | · | $2.86 | $2.74 | $2.52 | · | $2.50 | |
| Cash Flow / Share | · | $0.87 | · | · | · | $0.82 | · | · | · | $0.45 | · | · | · | $0.37 | · | · | |
| Cash / Share | $1.00 | $0.54 | · | $0.99 | $0.80 | $0.27 | · | $0.59 | $0.17 | $0.09 | · | $0.13 | $0.16 | $0.18 | · | $0.55 | |
| EPS (TTM) | $1.84 | $1.71 | · | $1.28 | $1.02 | $0.96 | · | $0.68 | $0.53 | $0.35 | · | $0.34 | $0.42 | $0.33 | · | $-1.81 |
Valutazione (TTM)
| 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 | $3.18B | $3.08B | · | $2.91B | $2.82B | $2.73B | · | $2.52B | $2.41B | $2.30B | · | $2.13B | $2.04B | $1.94B | · | $1.71B | |
| Net Income TTM | $415M | $386M | · | $288M | $227M | $207M | · | $143M | $109M | $74M | · | $66M | $83M | $64M | · | $-320M | |
| Market Cap | $9.12B | $5.99B | · | $6.08B | $6.67B | $6.58B | · | $5.05B | $3.75B | $3.09B | · | $2.98B | $3.86B | $3.11B | · | $1.89B | |
| Enterprise Value | $10.39B | $7.38B | · | $7.37B | $8.01B | $8.04B | · | $6.58B | $5.56B | $5.08B | · | $4.84B | $5.68B | $4.97B | · | $3.57B | |
| P/E | 22.2 | 15.8 | · | 21.6 | 29.7 | 31.5 | · | 35.9 | 35.5 | 44.3 | · | 44.7 | 46.8 | 48.4 | · | -5.4 | |
| P/S | 2.9 | 1.9 | · | 2.1 | 2.4 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.4 | 1.9 | 1.6 | · | 1.1 | |
| P/B | 2.8 | 1.9 | · | 2.0 | 2.3 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.3 | 1.8 | 1.4 | · | 0.9 | |
| P / Tangible Book | 4.8 | 3.3 | · | 3.9 | 4.6 | 5.0 | · | 4.4 | 3.9 | 3.4 | · | 3.7 | 4.9 | 4.1 | · | 2.7 | |
| P / Cash Flow | · | 30.1 | · | · | · | 35.8 | · | · | · | 34.1 | · | · | · | 41.9 | · | · | |
| EV / Revenue | 3.3 | 2.4 | · | 2.5 | 2.8 | 2.9 | · | 2.6 | 2.3 | 2.2 | · | 2.3 | 2.8 | 2.6 | · | 2.1 | |
| Earnings Yield | 4.5% | 6.3% | · | 4.6% | 3.4% | 3.2% | · | 2.8% | 2.8% | 2.3% | · | 2.2% | 2.1% | 2.1% | · | -18.6% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B |
| Margine Operativo % | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% |
| Utile netto | $374M | $156M | $76M | $-2M | $-579M |
| EPS Diluito | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 |
| Rapporto corrente | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 |
| Quick Ratio | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $-21M | $51M | $-231M | $-390M | $-349M |
Proprietari istituzionali (13F) 395 filer · $8.2B totale · Aggiornato al 30 Settembre 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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 98 (+13 vs trimestre precedente) | 40 (+1 vs trimestre precedente) | 133 (+18 vs trimestre precedente) | 106 (+19 vs trimestre precedente) | +6.8M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $925.478.141 | 22.661.071 | 11,28% | Azioni |
| Leonard Green & Partners, L.P. | $450.371.391 | 11.027.703 | 5,49% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $374.945.371 | 9.180.614 | 4,57% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370.577.708 | 9.073.891 | 4,52% | Azioni |
| VANGUARD GROUP INC | $362.651.166 | 13.643.761 | 4,42% | Azioni |
| Atairos Group, Inc. | $358.166.800 | 8.770.000 | 4,37% | Azioni |
| TPG GP A, LLC | $322.428.124 | 7.894.910 | 3,93% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $270.414.382 | 6.621.312 | 3,30% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $257.631.381 | 6.308.310 | 3,14% | Azioni |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $244.846.173 | 5.995.254 | 2,99% | Azioni |
| STATE STREET CORP | $241.771.309 | 5.919.677 | 2,95% | Azioni |
| AMERIPRISE FINANCIAL INC | $226.880.150 | 5.491.146 | 2,77% | Azioni |
| Invesco Ltd. | $159.237.652 | 3.899.061 | 1,94% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $156.918.834 | 3.841.554 | 1,91% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $150.858.319 | 3.693.885 | 1,84% | Azioni |
| Driehaus Capital Management LLC | $117.000.556 | 2.864.852 | 1,43% | Azioni |
| GOLDMAN SACHS GROUP INC | $116.803.175 | 2.860.019 | 1,42% | Azioni |
| MORGAN STANLEY | $114.415.131 | 2.801.545 | 1,39% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $111.218.102 | 2.723.264 | 1,36% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $105.366.587 | 2.579.985 | 1,28% | Azioni |
| Hood River Capital Management LLC | $104.130.524 | 2.549.719 | 1,27% | Azioni |
| LOOMIS SAYLES & CO L P | $99.959.739 | 2.447.594 | 1,22% | Azioni |
| BANK OF AMERICA CORP /DE/ | $97.110.087 | 2.377.818 | 1,18% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $94.554.000 | 2.315.220 | 1,15% | Azioni |
| Fisher Asset Management, LLC | $86.857.162 | 2.126.767 | 1,06% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $83.424.276 | 2.042.710 | 1,02% | Azioni |
| Select Equity Group, L.P. | $70.623.795 | 1.729.280 | 0,86% | Azioni |
| Woodline Partners LP | $69.072.079 | 1.691.285 | 0,84% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.551.761 | 1.629.573 | 0,81% | Azioni |
| NORTHERN TRUST CORP | $65.967.259 | 1.615.261 | 0,80% | Azioni |
| JPMORGAN CHASE & CO | $63.245.830 | 1.524.003 | 0,77% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $62.291.455 | 1.525.256 | 0,76% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $57.379.097 | 1.404.973 | 0,70% | Azioni |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $57.079.045 | 1.397.626 | 0,70% | Azioni |
| KR Capital LP | $53.850.154 | 1.318.564 | 0,66% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $53.613.648 | 1.312.773 | 0,65% | Azioni |
| TWO SIGMA ADVISERS, LP | $51.998.454 | 1.956.300 | 0,63% | Azioni |
| VR Advisory Services Ltd | $49.890.021 | 1.221.597 | 0,61% | Azioni |
| OBERWEIS ASSET MANAGEMENT INC/ | $48.584.081 | 1.189.620 | 0,59% | Azioni |
| UBS Group AG | $46.930.102 | 1.149.121 | 0,57% | Azioni |
| Granahan Investment Management, LLC | $44.253.693 | 1.083.587 | 0,54% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $41.560.785 | 1.017.649 | 0,51% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $41.343.598 | 1.012.331 | 0,50% | Azioni |
| EMERALD ADVISERS, LLC | $39.675.652 | 971.490 | 0,48% | Azioni |
| CITADEL ADVISORS LLC | $38.670.252 | 946.872 | 0,47% | Azioni |
| Bank of New York Mellon Corp | $37.911.827 | 928.301 | 0,46% | Azioni |
| PointState Capital LP | $37.077.819 | 907.880 | 0,45% | Azioni |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34.131.202 | 1.266.934 | 0,42% | Azioni |
| BRAUN STACEY ASSOCIATES INC | $31.878.479 | 780.570 | 0,39% | Azioni |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $31.256.241 | 765.334 | 0,38% | Azioni |
Attivisti e proprietari del 5%+ 13 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 |
|---|---|---|---|---|---|
| Green LTF Holdings II LP, Green Equity Investors VI, L.P., Green Equity Investors Side VI, L.P., LGP Associates VI-A LLC, LGP Associates VI-B LLC, GEI Capital VI, LLC, Green VI Holdings, LLC, Leonard Green & Partners, L.P., LGP Management Inc., Peridot Coinvest Manager LLC ×9 depositi | 12 Agosto 2026 | 2,60% | Modifica | · | SEC |
| JSS LTF Holdings Ltd, Colwood Investment Holding Inc., JSS Private Investments Fund I, JSS Private Equity Investments Fund GP S.a.r.l, J. Safra Sarasin Fund Management (Luxembourg) S.A., J. Safra Sarasin Asset Management (Europe) Limited, J. Safra Sarasin Holding AG, J. Safra Holdings Luxembourg S.a.r.l., JS International Holdings Limited ×2 depositi | 30 Luglio 2026 | 1,50% | Modifica | · | SEC |
| TPG GP A, LLC, James G. Coulter, Jon Winkelried ×8 depositi | 26 Maggio 2026 | 4,30% | Modifica | · | SEC |
| Partners Group Private Equity (Master Fund), LLC, Partners Group Private Equity II, LLC, Partners Group Access 83 PF LP, Partners Group Series Access II, LLC, Series 61 ×3 depositi | 05 Marzo 2025 | 1,10% | Modifica | Struttura del capitale | SEC |
| Bahram Akradi ×2 depositi | 03 Marzo 2025 | 7,30% | Modifica | Struttura del capitale | SEC |
| BEVCO LUX S.A.R.L., USD BEVCO S.A.R.L., SNI INTERNATIONAL HOLDINGS S.A.R.L., AGUILA LTD. | 31 Dicembre 2024 | 4,40% | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| LifeCo LLC, Aguila Ltd. ×2 depositi | 29 Ottobre 2024 | · | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| MSD Capital, L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell, Gregg R. Lemkau, Marc R. Lisker ×3 depositi | 06 Agosto 2024 | · | Deposito iniziale | · | SEC |
| SLT Investors, LLC, Simon Property Group, L.P., Simon Property Group, Inc. ×2 depositi | 28 Maggio 2024 | · | Deposito iniziale | · | SEC |
| Teacher Retirement System of Texas ×2 depositi | 14 Aprile 2023 | · | Deposito iniziale | · | SEC |
| TPG Group Holdings (SBS) Advisors, Inc., TPG Advisors VII, Inc., David Bonderman, James G. Coulter | 22 Ottobre 2021 | · | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| MSD Capital , L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell | 22 Ottobre 2021 | · | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| LNK Partners III, LP, LNK Life Time Fund, LP, LNK Partners III (Parallel), LP, LNK GenPar III, LP, LNK Life Time GenPar, LP, LNK MGP III, LLC, David A. Landau | 22 Ottobre 2021 | · | Deposito iniziale | Campagna per il consiglio di amministrazione | 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.
Insider aziendali 19 insider · 5 dirigenti · 9 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Erik Weaver | EVP & Chief Financial Officer | 31 Luglio 2026 M | 88.918 | 0 | 5 | $-3.058.761 |
| Robert P. Houghton | EVP & CHIEF FINANCIAL OFFICER | 09 Agosto 2023 P | 4.775 | 0 | 0 | $0 |
| Jeffrey G Zwiefel | PRESIDENT & COO | 12 Ottobre 2023 F | 105.857 | 0 | 0 | $0 |
| Ritadhwaja Jebens Singh | EVP & CHIEF DIGITAL OFFICER | 11 Settembre 2026 M | 138.351 | 0 | 7 | $-11.903.442 |
| Parham Javaheri | EVP &PRESIDENT CLUB OPERATIONS | 31 Luglio 2026 S | 183.371 | 0 | 3 | $-5.142.691 |
| John G Danhakl | Direttore | 28 Agosto 2026 J | 2.175.566 | 0 | 6 | $-736.283.555 |
| John Kristofer Galashan | Direttore | 26 Agosto 2026 S | 3.029.450 | 0 | 6 | $-736.283.555 |
| Jimena Almendares | Direttore | 10 Giugno 2026 S | 36.983 | 0 | 1 | $-1.363.385 |
| Rachael A. Wagner | Direttore | 20 Maggio 2026 A | 5.429 | 0 | 0 | $0 |
| Stuart G. Lasher | Direttore | 07 Maggio 2026 M | 71.058 | 0 | 1 | $-1.621.000 |
| Jonathan J Coslet | Direttore | 30 Aprile 2026 A | 7.273 | 0 | 0 | $0 |
| Donna Coallier | Direttore | 22 Aprile 2026 A | 41.046 | 0 | 0 | $0 |
| Jennifer S. Pomerantz | Direttore | 22 Aprile 2026 A | 11.983 | 0 | 0 | $0 |
| Joel Alsfine | Direttore | 22 Aprile 2026 A | 15.648 | 0 | 0 | $0 |
| JSS LTF HOLDINGS LTD | Proprietario del 10% | 12 Ottobre 2021 C | 3.378.564 | 0 | 0 | $0 |
| Bahram Akradi | · | 31 Luglio 2026 G | 11.484.792 | 0 | 2 | $-19.735.329 |
| Eric J Buss | · | 31 Luglio 2026 M | 474.008 | 0 | 4 | $-34.358.296 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | · | 05 Aprile 2023 P | 5.203.581 | 0 | 0 | $0 |
| Thomas E Bergmann | · | 22 Marzo 2022 A | 109.682 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 56 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 |
|---|---|---|---|---|
| PSCD · Invesco Exchange-Traded Fund Trust … | 3,41% | 19.203 SH | 01 Ottobre 2026 | Giornaliero |
| PEZ · Invesco Exchange-Traded Fund Trust | 3,38% | 18.233 SH | 01 Ottobre 2026 | Giornaliero |
| PEJ · Invesco Exchange-Traded Fund Trust | 2,69% | 238.688 SH | 01 Ottobre 2026 | Giornaliero |
| RSMC · Tidal Trust III | 2,09% | 353.686 NS | 31 Luglio 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,70% | 89.899 NS | 31 Luglio 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,49% | 131.633 SH | 19 Agosto 2026 | Giornaliero |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,47% | 48.066 SH | 01 Ottobre 2026 | Giornaliero |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,40% | 23.364 SH | 01 Ottobre 2026 | Giornaliero |
| EBIT · Harbor ETF Trust | 0,40% | 1.051 NS | 31 Luglio 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,36% | 120.363 SH | 19 Agosto 2026 | Giornaliero |
| DFAT · Dimensional ETF Trust | 0,35% | 1.130.077 NS | 31 Luglio 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,34% | 537.019 SH | 19 Agosto 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,33% | 100.884 NS | 31 Luglio 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,29% | 5.563 NS | 31 Luglio 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,28% | 506.242 NS | 31 Luglio 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,27% | 76.664 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,22% | 50.243 SH | 11 Settembre 2026 | Giornaliero |
| RSSL · Global X Funds | 0,21% | 70.148 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 26.990 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 711.649 NS | 31 Luglio 2026 | N-PORT |
| IWM · iShares Trust | 0,20% | 3.749.391 SH | 11 Settembre 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,20% | 96.408 SH | 01 Ottobre 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,19% | 91.258 SH | 19 Agosto 2026 | Giornaliero |
| FDIS · FIDELITY COVINGTON TRUST | 0,18% | 68.917 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,18% | 843.022 SH | 19 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 1.915.327 SH | 19 Agosto 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 0,16% | 271.653 SH | 19 Agosto 2026 | Giornaliero |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 69.451 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 88.640 SH | 01 Ottobre 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 7.538 SH | 01 Ottobre 2026 | Giornaliero |
| ESML · iShares Trust | 0,11% | 75.939 SH | 11 Settembre 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,09% | 10.566 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1.762.595 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3.318.756 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,06% | 9.953 SH | 11 Settembre 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,05% | 181.373 NS | 31 Luglio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 478.795 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 23.300 NS | 31 Luglio 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 83.690 SH | 11 Settembre 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 9.149 SH | 19 Agosto 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,02% | 55.087 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 6.484 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 4.596.118 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 120.692 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 12.048 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 32.299 SH | 19 Agosto 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,01% | 43.903 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 195.797 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 36.839 SH | 10 Settembre 2026 | Giornaliero |
| IJR · iShares Trust | · | 9.367.277 SH | 10 Settembre 2026 | Giornaliero |
| IJT · iShares Trust | · | 1.046.238 SH | 09 Settembre 2026 | Giornaliero |
| IJS · iShares Trust | · | 385.238 SH | 08 Settembre 2026 | Giornaliero |
| IWN · iShares Trust | · | 1.296.237 SH | 11 Settembre 2026 | Giornaliero |
| XJR · iShares Trust | · | 21.222 SH | 31 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | · | 7.154 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 41.645 SH | 11 Settembre 2026 | Giornaliero |
LTH Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
14 analisti · 2026-09-29Target medio $56.07 +36,8%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| LTH | $5.88B | 16.0 | 14.3% | 12.5% | 12.5% | · |
| MTN | · | 36.3 | -4.3% | 5.2% | 44.4% | · |
| PLNT | · | · | 12.1% | 16.6% | -62.8% | · |
| PRKS | · | 11.9 | -3.6% | 10.1% | -40.5% | · |
| PRSU | $943M | 42.1 | 23.4% | 5.0% | 4.1% | · |
| FUN | $1.56B | -1.0 | 14.4% | -51.6% | -137.6% | · |
| LUCK | · | -23.9 | 3.7% | -2.9% | 9.4% | · |
| XPOF | · | -5.6 | -20.7% | -348.8% | 15.9% | · |
| PLAY | $708M | -14.5 | -1.4% | -2.3% | -37.8% | · |
| PUSA | · | · | · | · | · | · |
Ultime notizie Notizie recenti che menzionano questa società
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