POWL Powell Industries, Inc. - Common Stock

NASDAQ · Electrical Equipment · Visualizza su SEC EDGAR ↗
$207,76
Prezzo · Ago 18, 2026
Fondamentali al Ago 4, 2026

Informazioni su Powell Industries, Inc. - Common Stock Panoramica della società da Wikipedia

Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.

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Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.

The company is led by Brett Alan Cope, who is the Chairman, President and Chief Executive Officer.

Powell Industries Inc. reported annual revenue for 2022 of US$532,580,000, up from US$470,560,000 the year previous.

Products include Power Control Rooms, E-Houses, ANSI/IEC switchgear, MV and LV motor Control, LV switchgear, Bus Duct, Utility Transfer Switches, DC switchgear, bus duct, field services, and Power Management and Control Systems.

Markets served by Powell include Oil and Gas Refining, Offshore Oil and Gas Production, Petrochemical, Pipelines, Terminals, Pulp and Paper, Mining, Traction Power, Renewable Energy, and Utilities.

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

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

Prezzo
$207.76
Capitalizzazione di Mercato
$8.07B
P/E (TTM)
45.0
EPS (TTM)
$14.86
Ricavi (TTM)
$1.10B
Rendimento div.
0.16%
ROE
30.6%
D/E Debito/Patrimonio
Intervallo 52 sett.
$169 – $613

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

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

Ricavi e Utile Netto $1.10B
10-point trend, +95.4%
2016-09-30 2025-09-30
EPS $14.86
10-point trend, +992.6%
2016-09-30 2025-09-30
Flusso di cassa libero $155M
10-point trend, +115.4%
2016-09-30 2025-09-30
Margini 16.4%
10-point trend, +56.3%
2016-09-30 2025-09-30

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

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
P/E (TTM)
5-point trend, -95.8%
45.0
37.5
P/S (TTM)
5-point trend, +410.5%
7.3
2.2
P/B
5-point trend, +463.2%
12.6
2.9
Price / FCF (Prezzo / FCF)
5-point trend, +358.2%
52.1

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

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +84.1%
29.4%
30.8%
Operating Margin (Margine Operativo)
5-point trend, +8868.2%
19.7%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +12492.3%
16.4%
6.3%
ROA
5-point trend, +12571.4%
17.7%
3.0%
ROE
5-point trend, +14461.9%
30.6%
11.4%
ROIC
5-point trend, +13055.0%
26.3%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, -16.4%
2.1
2.3
Quick Ratio
5-point trend, -11.4%
1.6

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

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +134.7%
9.1%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +134.7%
27.5%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +134.7%
16.3%
EPS YoY
5-point trend, +29620.0%
20.9%
Net Income YoY (Utile Netto YoY)
5-point trend, +28544.5%
20.6%

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

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +29620.0%
$14.86

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

Metrica
Tendenza 5 anni
POWL
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -99.6%
7.1%

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

Dividend Yield
0.16%
Rapporto di Distribuzione Utili
7.1%
CAGR Dividendi 5Y
Data ex-dividendoImporto
20 Maggio 2026$0,0900
18 Febbraio 2026$0,0900
19 Novembre 2025$0,0893
20 Agosto 2025$0,0893
21 Maggio 2025$0,0893
19 Febbraio 2025$0,0893
20 Novembre 2024$0,0883
14 Agosto 2024$0,0883
14 Maggio 2024$0,0883
13 Febbraio 2024$0,0883
14 Novembre 2023$0,0877
15 Agosto 2023$0,0877
16 Maggio 2023$0,0877
14 Febbraio 2023$0,0877
15 Novembre 2022$0,0867
16 Agosto 2022$0,0867
17 Maggio 2022$0,0867
15 Febbraio 2022$0,0867
16 Novembre 2021$0,0867
17 Agosto 2021$0,0867

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

COMPRA 12 analisti
  • Acquisto forte 2 16,7%
  • Compra 7 58,3%
  • Mantieni 3 25,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

4 analisti · 2026-08-15
Target mediano $310.00 +49,2%
Target medio $301.25 +45,0%

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

Sorpresa media
0.03%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $1.42 $1.50 -0.08%
31 Marzo 2026 $1.25 $1.39 -0.14%
31 Dicembre 2025 $1.14 $0.99 0.15%
30 Settembre 2025 $1.41 $1.29 0.12%
30 Giugno 2025 $1.32 $1.28 0.04%
31 Marzo 2025 $1.27 $1.17 0.10%

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

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
POWL $3.68B 20.5 9.1% 16.4% 30.6% 29.4%
NXT 31.4 20.3% 16.5% 27.1% 32.6%
GNRC 50.7 -2.0% 3.8% 6.2% 38.3%
RRX $9.32B 33.4 -1.7% 4.7% 4.3% 37.4%
AYI $10.02B 26.1 13.1% 9.1% 15.1% 47.8%
VICR 42.0 26.1% 26.2% 18.5% 57.3%
ENS $6.33B 22.6 3.7% 7.8% 15.4% 29.3%
ST 158.5 -5.8% 0.84% 1.1%
ATKR $2.11B -139.4 -11.0% -0.53% -1.1% 23.7%
PLUG -1.4 12.9% -229.8% -120.3% -34.1%
RUN $4.30B 10.8 45.1% 15.2% 15.8%

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

Conto Economico 17
Dati annuali Conto Economico per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +70.5% $1.10B $1.01B $699M $533M $471M $518M $517M $449M $396M $565M $662M $648M
Cost of Revenue 10-point trend, +69.9% $780M $739M $552M $448M $395M $424M $430M $383M $345M $459M · ·
Gross Profit 12-point trend, +158.5% $324M $273M $148M $85M $75M $95M $87M $65M $51M $106M $108M $125M
R&D Expense 12-point trend, +44.7% $11M $9M $6M $7M $7M $6M $6M $7M $7M $7M $7M $8M
SG&A Expense 12-point trend, +8.7% $95M $85M $79M $71M $67M $68M $70M $67M $62M $75M $77M $88M
Operating Income 12-point trend, +642.8% $218M $179M $63M $7M $1M $19M $11M $-9M $-19M $16M $21M $29M
Interest Expense 8-point trend, +14.6% · · · · $204.0K $228.0K $230.0K $207.0K $168.0K $149.0K $145.0K $178.0K
Interest Income 10-point trend, +49361.5% · · $6M $334.0K $73.0K $753.0K $1M $883.0K $558.0K $156.0K $86.0K $13.0K
Other Non-op 11-point trend, -100.0% · $0 $0 $2M $0 $506.0K $0 $747.0K $2M $2M $2M $2M
Pretax Income 12-point trend, +661.0% $234M $196M $69M $10M $1M $20M $12M $-8M $-17M $18M $23M $31M
Income Tax 12-point trend, +377.1% $53M $46M $14M $-4M $461.0K $4M $2M $-547.0K $-7M $2M $14M $11M
Net Income 12-point trend, +518.5% $181M $150M $55M $14M $631.0K $17M $10M $-7M $-9M $16M $9M $29M
EPS (Basic) 12-point trend, +516.5% $14.98 $12.51 $4.59 $1.16 $0.05 $1.43 $0.85 $-0.62 $-0.83 $1.36 $0.80 $2.43
EPS (Diluted) 12-point trend, +514.0% $14.86 $12.29 $4.50 $1.15 $0.05 $1.42 $0.85 $-0.62 $-0.83 $1.36 $0.79 $2.42
Shares (Basic) 12-point trend, +0.5% 12,062,000 11,982,000 11,879,000 11,797,000 11,705,000 11,624,000 11,571,000 11,507,000 11,453,000 11,400,000 11,869,000 12,003,000
Shares (Diluted) 12-point trend, +0.9% 12,167,000 12,188,000 12,120,000 11,943,000 11,789,000 11,693,000 11,634,000 11,507,000 11,453,000 11,431,000 11,908,000 12,058,000
EBITDA 12-point trend, +667.5% $225M $179M $71M $17M $11M $30M $23M $-9M $-19M $16M $21M $29M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +337.1% $451M $315M $246M $102M $114M $160M $119M $37M $68M $98M $44M $103M
Short-term Investments 10-point trend, +24788000.00 $25M $43M $33M $15M $20M $19M $6M $13M $27M $0 · ·
Receivables 12-point trend, +102.6% $217M $214M $207M $106M $78M $70M $112M $93M $54M $101M $102M $107M
Inventory 12-point trend, +158.2% $85M $86M $64M $50M $30M $29M $29M $21M $18M $27M $33M $33M
Prepaid Expense 12-point trend, +80.4% $11M $7M $5M $5M $4M $4M $4M $4M $4M $5M $5M $6M
Other Current Assets 12-point trend, +66.3% $7M $7M $6M $4M $2M $2M $3M $630.0K $463.0K $2M $4M $4M
Current Assets 12-point trend, +160.7% $932M $776M $622M $370M $302M $336M $329M $277M $250M $304M $297M $357M
PP&E (Net) 12-point trend, -29.2% $111M $103M $98M $99M $109M $114M $121M $129M $139M $145M $155M $157M
PP&E (Gross) 12-point trend, +7.3% $263M $252M $243M $235M $248M $258M $256M $254M $256M $250M $248M $245M
Accum. Depreciation 12-point trend, +72.2% $152M $149M $146M $137M $138M $144M $135M $125M $117M $105M $94M $88M
Goodwill 11-point trend, +510.7% $6M $1M $1M $1M $1M $1M $1M $1M $1M · $1M $1M
Intangibles 4-point trend, +222.4% $6M $500.0K · · · · · · · · $1M $2M
Other Non-current Assets 12-point trend, +129.2% $19M $18M $13M $12M $15M $12M $12M $11M $14M $11M $10M $8M
Total Assets 12-point trend, +104.8% $1.11B $928M $752M $493M $436M $472M $467M $430M $415M $463M $469M $541M
Accounts Payable 12-point trend, -4.5% $67M $74M $57M $63M $45M $35M $51M $41M $33M $35M $48M $70M
Current Liabilities 12-point trend, +182.3% $446M $428M $396M $186M $121M $153M $158M $118M $86M $118M $125M $158M
Capital Leases 6-point trend, -77.2% $782.0K $621.0K $663.0K $545.0K $2M $3M · · · · · ·
Deferred Tax 5-point trend, +3738.4% $5M $3M $0 · · · · · $0 $138.0K · ·
Other Non-current Liabilities 12-point trend, +211.6% $2M $2M $2M $2M $3M $2M $3M $3M $1M $1M $723.0K $655.0K
Total Liabilities 12-point trend, +174.9% $468M $445M $407M $196M $135M $166M $168M $128M $94M $127M $136M $170M
Long-term Debt 9-point trend, -100.0% · · · $0 $400.0K $800.0K $1M $2M $2M $2M $3M $3M
Total Debt 7-point trend, -100.0% · · · $0 $400.0K $800.0K $1M $2M $2M $2M · ·
Retained Earnings 12-point trend, +90.2% $630M $462M $325M $284M $283M $294M $289M $292M $311M $332M $328M $331M
Treasury Stock 11-point trend, +17.6% $25M $25M $25M $25M $25M $25M $25M $25M $25M $25M $21M ·
AOCI 12-point trend, -315.8% $-27M $-24M $-27M $-29M $-20M $-25M $-25M $-22M $-19M $-24M $-22M $-7M
Stockholders' Equity 12-point trend, +72.7% $641M $483M $345M $297M $301M $307M $299M $302M $321M $335M $333M $371M
Liabilities + Equity 12-point trend, +104.8% $1.11B $928M $752M $493M $436M $472M $467M $430M $415M $463M $469M $541M
Shares Outstanding 12-point trend, +201.0% 36,210,534 38,386,000 12,668,000 12,588,000 12,498,000 12,422,000 12,373,000 12,281,000 12,234,000 12,199,000 12,100,000 12,031,000
Flusso di cassa 17
Dati annuali Flusso di cassa per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 9-point trend, -43.0% $7M $7M $9M $9M $10M $11M $12M $13M $13M · · ·
Stock-based Comp 12-point trend, +36.9% $5M $5M $5M $4M $3M $3M $4M $3M $3M $5M $3M $3M
Deferred Tax 12-point trend, -51.6% $-5M $-7M $-8M $-5M $-995.0K $1M $820.0K $-2M $100.0K $2M $11M $-3M
Amort. of Intangibles 12-point trend, -85.6% $112.0K $0 $0 $0 $157.0K $177.0K $177.0K $205.0K $400.0K $352.0K $435.0K $779.0K
Restructuring 8-point trend, -100.0% · · · $0 $0 $1M $11.0K $787.0K $1M $8M $3M ·
Other Non-cash 6-point trend, -147.0% $-20M · $123M $-26M $-43M $40M $42M · · · · ·
Operating Cash Flow 12-point trend, +1739.8% $168M $109M $183M $-4M $-30M $72M $69M $-29M $37M $75M $13M $9M
CapEx 12-point trend, -20.3% $13M $12M $8M $2M $3M $5M $4M $4M $4M $3M $35M $16M
Investing Cash Flow 11-point trend, -435.4% $-8M $-22M $-27M $6M $-2M $-18M $3M $10M $-30M $-3M · $-2M
Net Debt Issued 11-point trend, +100.0% · $0 $0 $-400.0K $-400.0K $-400.0K $-400.0K $-400.0K $-400.0K $-400.0K $-400.0K $-400.0K
Stock Repurchased 4-point trend, -100.0% · · · · · · · $0 $0 $4M $21M ·
Net Stock Activity 4-point trend, +100.0% · · · · · · · $0 $0 $-4M $-21M ·
Dividends Paid 12-point trend, +7.3% $13M $13M $12M $12M $12M $12M $12M $12M $12M $12M $12M $12M
Financing Cash Flow 11-point trend, -100.8% $-25M $-19M $-13M $-13M $-13M $-13M $-14M $-13M $-13M $-17M · $-13M
Taxes Paid 12-point trend, +197.2% $56M $51M $17M $533.0K $2M $2M $-5M $354.0K $-764.0K $-352.0K $2M $19M
Free Cash Flow 12-point trend, +2201.1% $155M $97M $175M $-6M $-33M $67M $65M $-33M $33M $72M $-22M $-7M
Levered FCF 8-point trend, -347.4% · · · · $-33M $67M $64M $-33M $33M $72M $-22M $-7M
Redditività 8
Dati annuali Redditività per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +51.6% 29.4% 27.0% 21.1% 16.0% 16.0% 18.2% 16.8% 14.6% 12.8% 18.8% 16.4% 19.4%
Operating Margin 12-point trend, +335.5% 19.7% 17.7% 8.9% 1.4% 0.22% 3.7% 2.2% -2.0% -4.9% 2.8% 3.1% 4.5%
Net Margin 12-point trend, +263.0% 16.4% 14.8% 7.8% 2.6% 0.13% 3.2% 1.9% -1.6% -2.4% 2.7% 1.4% 4.5%
Pretax Margin 12-point trend, +346.2% 21.1% 19.4% 9.9% 1.8% 0.23% 3.9% 2.4% -1.7% -4.3% 3.1% 3.5% 4.7%
EBITDA Margin 12-point trend, +350.1% 20.4% 17.7% 10.2% 3.1% 2.4% 5.7% 4.5% -2.0% -4.9% 2.8% 3.1% 4.5%
ROA 12-point trend, +225.5% 17.7% 17.8% 8.8% 3.0% 0.14% 3.5% 2.2% -1.7% -2.2% 3.3% 1.9% 5.5%
ROE 12-point trend, +279.9% 30.6% 32.6% 16.3% 4.6% 0.21% 5.5% 3.3% -2.4% -2.9% 4.6% 2.7% 8.1%
ROIC 12-point trend, +421.0% 26.3% 28.3% 14.3% 3.4% 0.20% 5.1% 3.1% -2.8% -3.4% 4.1% 2.5% 5.1%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -7.7% 2.1 1.8 1.6 2.0 2.5 2.2 2.1 2.3 2.9 2.6 2.4 2.3
Quick Ratio 12-point trend, +16.7% 1.6 1.3 1.2 1.2 1.8 1.6 1.5 1.2 1.7 1.7 1.2 1.3
Debt / Equity 7-point trend, -100.0% · · · 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · ·
LT Debt / Equity 7-point trend, -100.0% · · · 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · ·
Interest Coverage 8-point trend, -97.0% · · · · 5.0 83.6 49.8 -44.1 -115.1 105.8 142.4 164.8
Efficienza 3
Dati annuali Efficienza per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -10.3% 1.1 1.2 1.1 1.1 1.0 1.1 1.2 1.1 0.9 1.2 1.3 1.2
Inventory Turnover 8-point trend, -52.5% 9.1 9.9 9.7 11.2 13.5 14.6 17.0 19.3 · · · ·
Receivables Turnover 12-point trend, -13.4% 5.1 4.8 4.5 5.8 6.3 5.7 5.1 6.1 5.1 5.6 6.3 5.9
Per Azione 6
Dati annuali Per Azione per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +72.1% $53.09 $40.29 $27.24 $23.61 $24.10 $24.68 $24.18 $24.56 $26.26 $27.49 $27.54 $30.84
Revenue / Share 12-point trend, +68.9% $90.76 $83.06 $57.70 $44.59 $39.92 $44.34 $44.45 $38.99 $34.57 $49.45 $55.58 $53.72
Cash Flow / Share 12-point trend, +1723.3% $13.80 $8.92 $15.06 $-0.30 $-2.58 $6.19 $5.91 $-2.48 $3.21 $6.55 $1.08 $0.76
Cash / Share 12-point trend, +335.7% $37.34 $26.30 $19.41 $8.10 $9.15 $12.90 $9.59 $2.98 $5.59 $8.01 $3.60 $8.57
Dividend / Share 12-point trend, +6.7% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +514.0% $14.86 $12.29 $4.50 $1.15 $0.05 $1.42 $0.85 $-0.62 $-0.83 $1.36 $0.79 $2.42
Tassi di Crescita 10
Dati annuali Tassi di Crescita per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +198.2% 9.1% 44.8% 31.3% 13.2% -9.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +162.3% 27.5% 29.1% 10.5% · · · · · · · · ·
Revenue CAGR 5Y 16.3% · · · · · · · · · · ·
EPS YoY 5-point trend, +121.7% 20.9% 173.1% 291.3% 2200.0% -96.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, +187.2% 134.7% 526.4% 46.9% · · · · · · · · ·
EPS CAGR 5Y 59.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, +121.4% 20.6% 174.8% 296.9% 2077.0% -96.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +180.8% 136.1% 519.3% 48.5% · · · · · · · · ·
Net Income CAGR 5Y 61.1% · · · · · · · · · · ·
Dividend CAGR 5Y 1.3% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per POWL
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +70.5% $1.10B $1.01B $699M $533M $471M $518M $517M $449M $396M $565M $662M $648M
Net Income TTM 12-point trend, +518.5% $181M $150M $55M $14M $631.0K $17M $10M $-7M $-9M $16M $9M $29M
Market Cap 12-point trend, +648.4% $3.68B $2.66B $1.05B $265M $307M $300M $484M $445M $367M $489M $364M $492M
Enterprise Value 7-point trend, -62.1% · · · $149M $173M $122M $361M $397M $274M $393M · ·
P/E 12-point trend, +21.5% 20.5 18.1 18.4 18.3 491.4 17.0 46.1 -58.5 -36.1 29.4 38.1 16.9
P/S 12-point trend, +339.0% 3.3 2.6 1.5 0.5 0.7 0.6 0.9 1.0 0.9 0.9 0.6 0.8
P/B 12-point trend, +333.4% 5.7 5.5 3.0 0.9 1.0 1.0 1.6 1.5 1.1 1.5 1.1 1.3
P / Tangible Book 6-point trend, +496.8% 5.9 5.5 3.1 0.9 1.0 1.0 · · · · · ·
P / Cash Flow 12-point trend, -59.3% 21.9 24.5 5.8 -74.1 -10.1 4.1 7.0 -15.6 10.0 6.5 28.2 53.9
P / FCF 12-point trend, +135.6% 23.8 27.5 6.0 -44.0 -9.2 4.5 7.5 -13.5 11.1 6.8 -16.7 -66.7
EV / EBITDA 7-point trend, -64.0% · · · 9.0 15.3 4.1 15.4 -43.5 -14.2 25.0 · ·
EV / FCF 7-point trend, -550.9% · · · -24.7 -5.2 1.8 5.6 -12.0 8.2 5.5 · ·
EV / Revenue 7-point trend, -59.8% · · · 0.3 0.4 0.2 0.7 0.9 0.7 0.7 · ·
Dividend Yield 12-point trend, -85.7% 0.35% 0.48% 1.2% 4.6% 4.0% 4.0% 2.5% 2.7% 3.2% 2.4% 3.4% 2.4%
Earnings Yield 12-point trend, -17.6% 4.9% 5.5% 5.4% 5.5% 0.20% 5.9% 2.2% -1.7% -2.8% 3.4% 2.6% 5.9%
Payout Ratio 12-point trend, -82.7% 7.1% 8.4% 22.8% 89.0% 1924.2% 72.4% 121.3% -166.6% -125.2% 76.4% 130.9% 41.1%
Annual Payout 12-point trend, +7.3% $13M $13M $12M $12M $12M $12M $12M $12M $12M $12M $12M $12M

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

Conto Economico
2025-09-302024-09-302023-09-302022-09-302021-09-30
Ricavi $1.10B$1.01B$699M$533M$471M
Margine Lordo % 29.4%27.0%21.1%16.0%16.0%
Margine Operativo % 19.7%17.7%8.9%1.4%0.22%
Utile netto $181M$150M$55M$14M$631.0K
EPS Diluito $14.86$12.29$4.50$1.15$0.05
Stato Patrimoniale
2025-09-302024-09-302023-09-302022-09-302021-09-30
Debito / Patrimonio Netto 0.00.0
Rapporto corrente 2.11.81.62.02.5
Quick Ratio 1.61.31.21.21.8
Flusso di cassa
2025-09-302024-09-302023-09-302022-09-302021-09-30
Flusso di cassa libero $155M$97M$175M$-6M$-33M

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Proprietari istituzionali (13F) 628 filer · $5.9B 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
156 (+49 vs trimestre precedente) 39 (0 vs trimestre precedente) 395 (+237 vs trimestre precedente) 33 (-143 vs trimestre precedente) +14.1M

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

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $446.062.972 1.557.700 7,57% Azioni
FIRST TRUST ADVISORS LP $408.630.279 1.426.981 6,94% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $367.137.002 1.282.082 6,23% Azioni
Carnick & Kubik Group, LLC $277.281.740 1.627.909 4,71% Azioni
STATE STREET CORP $273.757.010 955.989 4,65% Azioni
DIMENSIONAL FUND ADVISORS LP $264.312.863 923.009 4,49% Azioni
Fisher Asset Management, LLC $209.506.420 731.619 3,56% Azioni
GEODE CAPITAL MANAGEMENT, LLC $170.503.338 595.284 2,89% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $126.415.340 441.456 2,15% Azioni
Jain Global LLC $109.160.432 381.200 1,85% Opzione Put
JANUS HENDERSON GROUP PLC $107.642.222 199.090 1,83% Azioni
JANE STREET GROUP, LLC $106.869.552 373.200 1,81% Opzione Call
CITADEL ADVISORS LLC $90.174.764 314.900 1,53% Opzione Call
JANE STREET GROUP, LLC $85.021.143 296.903 1,44% Azioni
Capital World Investors $84.540.631 295.225 1,43% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $83.523.480 291.673 1,42% Azioni
BNP PARIBAS FINANCIAL MARKETS $75.572.695 263.908 1,28% Azioni
TCW GROUP INC $72.343.986 252.633 1,23% Azioni
ENVESTNET ASSET MANAGEMENT INC $70.733.906 247.010 1,20% Azioni
JANE STREET GROUP, LLC $69.470.936 242.600 1,18% Opzione Put
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $63.959.079 223.352 1,09% Azioni
Walleye Trading LLC $59.333.792 207.200 1,01% Opzione Call
GOLDMAN SACHS GROUP INC $58.450.658 204.116 0,99% Azioni
PRINCIPAL FINANCIAL GROUP INC $56.906.605 198.724 0,97% Azioni
MILLENNIUM MANAGEMENT LLC $56.815.256 198.405 0,96% Azioni
Baird Financial Group, Inc. $56.313.467 196.652 0,96% Azioni
VANGUARD FIDUCIARY TRUST CO $52.828.266 184.482 0,90% Azioni
OBERWEIS ASSET MANAGEMENT INC/ $51.407.634 179.521 0,87% Azioni
PEAK6 LLC $48.967.560 171.000 0,83% Opzione Call
Encompass Capital Advisors LLC $45.502.318 158.899 0,77% Azioni
Jain Global LLC $42.352.644 147.900 0,72% Opzione Call
Portolan Capital Management, LLC $41.702.893 145.631 0,71% Azioni
AMERIPRISE FINANCIAL INC $38.562.575 134.662 0,65% Azioni
Stephens Investment Management Group LLC $37.526.333 131.046 0,64% Azioni
Vision One Management Partners, LP $37.242.263 130.054 0,63% Azioni
ENGINE NO. 1 LLC $36.272.390 119.000 0,62% Azioni
D. E. Shaw & Co., Inc. $34.993.192 122.200 0,59% Opzione Call
Munro Partners $34.220.593 119.502 0,58% Azioni
CITADEL ADVISORS LLC $34.019.568 118.800 0,58% Opzione Put
RPG Investment Advisory, LLC $33.172.801 115.843 0,56% Azioni
RENAISSANCE TECHNOLOGIES LLC $32.645.613 114.002 0,55% Azioni
Public Sector Pension Investment Board $31.733.556 110.817 0,54% Azioni
Squarepoint Ops LLC $31.547.136 110.166 0,54% Azioni
LPL Financial LLC $30.294.546 105.792 0,51% Azioni
Allspring Global Investments Holdings, LLC $30.105.577 113.666 0,51% Azioni
Hodges Capital Management Inc. $27.618.563 96.447 0,47% Azioni
WINTON GROUP Ltd $26.443.628 92.344 0,45% Azioni
TEMA ETFS LLC $24.335.028 76.338 0,41% Azioni
Driehaus Capital Management LLC $23.677.963 82.686 0,40% Azioni
ROYCE & ASSOCIATES LP $22.549.991 78.747 0,38% Azioni
TUDOR INVESTMENT CORP ET AL $22.168.273 77.414 0,38% Azioni
Venture Visionary Partners LLC $22.120.467 77.247 0,38% Azioni
AQR CAPITAL MANAGEMENT LLC $21.528.259 75.179 0,37% Azioni
JENNISON ASSOCIATES LLC $21.358.735 74.587 0,36% Azioni
Aperture Investors, LLC $21.275.116 74.295 0,36% Azioni
LOOMIS SAYLES & CO L P $21.129.645 73.787 0,36% Azioni
RAYMOND JAMES FINANCIAL INC $20.146.952 70.355 0,34% Azioni
Stratos Wealth Partners, LTD. $19.469.741 67.990 0,33% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $18.274.350 63.816 0,31% Azioni
VICTORY CAPITAL MANAGEMENT INC $18.042.398 63.006 0,31% Azioni
Swiss National Bank $16.740.606 58.460 0,28% Azioni
Nicholas Investment Partners, LP $16.736.024 58.444 0,28% Azioni
RHUMBLINE ADVISERS $16.596.511 57.957 0,28% Azioni
Carnegie Investment Counsel $14.848.478 51.852 0,25% Azioni
ALLIANCEBERNSTEIN L.P. $14.650.282 27.076 0,25% Azioni
ASSETMARK, INC $14.422.590 50.365 0,24% Azioni
Private Advisory Group LLC $13.801.979 48.198 0,23% Azioni
DANSKE BANK A/S $13.558.860 47.349 0,23% Azioni
Legal & General Group Plc $13.252.741 46.280 0,22% Azioni
AMERICAN CENTURY COMPANIES INC $12.428.883 43.403 0,21% Azioni
CONGRESS ASSET MANAGEMENT CO $12.157.741 42.456 0,21% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $11.324.965 39.548 0,19% Azioni
GKV Capital Management Co., Inc. $11.164.890 38.989 0,19% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $10.917.759 38.126 0,19% Azioni
BlackRock, Inc. $10.717.023 37.425 0,18% Azioni
UBS Group AG $10.650.874 37.194 0,18% Azioni
Quantum Private Wealth, LLC $10.647.509 37.182 0,18% Azioni
D. E. Shaw & Co., Inc. $10.165.780 35.500 0,17% Opzione Put
MARSHALL WACE, LLP $10.020.309 34.992 0,17% Azioni
ALGERT GLOBAL LLC $9.961.892 34.788 0,17% Azioni
CI INVESTMENTS INC. $9.729.940 33.978 0,17% Azioni
INTECH INVESTMENT MANAGEMENT LLC $9.525.765 33.265 0,16% Azioni
GREAT VALLEY ADVISOR GROUP, INC. $9.450.438 33.000 0,16% Azioni
Pier Capital, LLC $9.180.415 32.059 0,16% Azioni
NEUBERGER BERMAN GROUP LLC $9.054.703 31.620 0,15% Azioni
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $8.877.733 31.002 0,15% Azioni
Rockline Wealth Management, LLC $8.859.650 30.939 0,15% Azioni
POLEN CAPITAL MANAGEMENT LLC $8.356.271 29.181 0,14% Azioni
CHATHAM CAPITAL GROUP, INC. $8.355.486 29.178 0,14% Azioni
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $8.209.368 28.668 0,14% Azioni
PRUDENTIAL FINANCIAL INC $7.966.249 27.819 0,14% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $7.915.277 27.641 0,13% Azioni
CIBC WORLD MARKET INC. $7.755.202 27.082 0,13% Azioni
NewEdge Advisors, LLC $7.714.796 26.941 0,13% Azioni
Vest Financial, LLC $7.543.009 26.341 0,13% Azioni
Abacus FCF Advisors LLC $7.455.955 26.037 0,13% Azioni
Informed Momentum Co LLC $7.282.135 25.430 0,12% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $7.280.130 25.423 0,12% Azioni
Liberty Capital Management, Inc. $7.197.945 25.136 0,12% Azioni
FORA Capital, LLC $6.930.661 24.206 0,12% Azioni

Insider aziendali 39 insider · 18 dirigenti · 20 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Michael Allan Lucas President & CEO 01 Ottobre 2015 A 78.734 0 0 $0
Patrick L Mcdonald President & CEO 06 Dicembre 2010 A 29.528 0 0 $0
Don R Madison Executive Vice President, CFO 19 Dicembre 2018 A 85.821 0 0 $0
Neil Dial COO 01 Ottobre 2014 F 3.600 0 0 $0
Michael William Metcalf Exec Vice President 30 Giugno 2026 S 78.900 0 37 $-3.820.817
Peter G Hoglund Vice Pres, Global Service 26 Giugno 2026 F 5.394 0 0 $0
William Marshall Mauney Jr Vice President, R&D 11 Maggio 2026 S 10.853 0 8 $-1.804.406
Ping Ni Corp Controller 11 Febbraio 2026 S 2.023 0 1 $-41.300
David L Eckenrode Assistant Secretary/Treasurer 10 Febbraio 2026 S 443 0 1 $-168.150
John Birchall Managing Director 09 Febbraio 2026 S 6.567 0 2 $-2.178.090
Terry B Mckertcher Vice President, Operations 06 Febbraio 2026 S 4.433 0 6 $-2.387.654
Davide Tuninetti CHIEF HUMAN RESOURCE OFFICER 03 Febbraio 2026 F 1.070 0 0 $0
Frederick N Mudge Vice President, Operations 02 Gennaio 2026 F 29.921 0 1 $-1.776.000
Robert B Callahan Chief Human Resource Officer 20 Dicembre 2024 F 17.100 0 0 $0
Milburn E Honeycutt Vice Pres, Corp Controller 05 Gennaio 2024 F 27.783 0 0 $0
Mark W Reid Exec Vice President 12 Dicembre 2006 A 0 0 0 $0
Robert B Gregory Corporate Controller 18 Marzo 2005 M 0 0 0 $0
M M Gus Zeller Vice President 10 Settembre 2004 M 0 0 0 $0
Mohit Singh Direttore 28 Maggio 2026 S 2.730 0 1 $-395.834
Katheryn Baucom Curtis Direttore 18 Febbraio 2026 A 5.960 0 0 $0
Alaina K Brooks Direttore 18 Febbraio 2026 A 3.760 0 0 $0
John Stacey Direttore 18 Febbraio 2026 A 6.160 0 0 $0
James W Mcgill Direttore 18 Febbraio 2026 A 10.360 0 0 $0
Christopher E Cragg Direttore 26 Agosto 2025 G 12.410 0 0 $0
Mark W. Smith Direttore 01 Agosto 2025 A 230 0 0 $0
John David White Direttore 24 Maggio 2023 S 19.700 0 0 $0
Perry L Elders Direttore 16 Febbraio 2022 A 11.200 0 0 $0
Bonnie V Hancock Direttore 20 Febbraio 2019 A 1.000 0 0 $0
William N. Clelland Direttore 22 Febbraio 2017 A 32.000 0 0 $0
Scott E Rozzell Direttore 22 Febbraio 2017 A 13.500 0 0 $0
Stephen W Seale JR Direttore 22 Febbraio 2017 A 9.117 0 0 $0
Eugene L Butler Direttore 22 Febbraio 2017 A 24.000 0 0 $0
Joseph L Becherer Direttore 16 Settembre 2015 P 23.191 0 0 $0
Robert C Tranchon Direttore 25 Febbraio 2015 A 12.600 0 0 $0
James F Clark Direttore 03 Gennaio 2013 S 16.500 0 0 $0
Ronald J Wolny Direttore 15 Giugno 2010 A 26.150 0 0 $0
Thomas W Powell Proprietario del 10% 25 Giugno 2026 S 564.736 0 13 $-50.956.063
Richard E Williams 14 Agosto 2026 S 37.380 0 4 $-2.027.603
Brett Alan Cope 13 Agosto 2026 S 512.733 0 7 $-6.337.235

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
Thomas W. Powell ×2 depositi 10 Ottobre 2024 Deposito iniziale SEC
Persona segnalante non divulgata 02 Luglio 2003 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 98 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
VOLT · Tema ETF Trust 8,05% 204.843 NS 31 Maggio 2026 N-PORT
RSHO · Tema ETF Trust 7,81% 75.229 NS 31 Maggio 2026 N-PORT
POW · Tidal Trust III 6,24% 14.833 NS 31 Maggio 2026 N-PORT
CAFG · Pacer Funds Trust 5,00% 4.092 NS 30 Aprile 2026 N-PORT
PWRD · TCW ETF Trust 4,37% 232.169 NS 30 Aprile 2026 N-PORT
PRN · Invesco Exchange-Traded Fund Trust 2,23% 46.314 SH 08 Agosto 2026 Giornaliero
ALIL · EA Series Trust 1,87% 1.683 NS 29 Maggio 2026 N-PORT
PSCI · Invesco Exchange-Traded Fund Trust … 1,79% 16.610 SH 08 Agosto 2026 Giornaliero
XSMO · Invesco Exchange-Traded Fund Trust 1,75% 256.792 SH 08 Agosto 2026 Giornaliero
JSML · Janus Detroit Street Trust 1,73% 19.656 NS 30 Aprile 2026 N-PORT
JSMD · Janus Detroit Street Trust 1,72% 60.663 NS 30 Aprile 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 1,60% 24.383 SH 08 Agosto 2026 Giornaliero
SDVD · First Trust Exchange-Traded Fund IV 1,52% 45.695 NS 30 Aprile 2026 N-PORT
RZG · Invesco Exchange-Traded Fund Trust 1,49% 9.775 SH 08 Agosto 2026 Giornaliero
ABFL · Abacus FCF ETF Trust 1,45% 25.935 NS 30 Aprile 2026 N-PORT
HAPS · Harbor ETF Trust 1,27% 7.208 NS 30 Aprile 2026 N-PORT
FSCC · Federated Hermes ETF Trust 1,12% 10.890 NS 31 Maggio 2026 N-PORT
PBW · Invesco Exchange-Traded Fund Trust 1,10% 23.813 SH 08 Agosto 2026 Giornaliero
HECO · SSGA Active Trust 1,06% 3.117 NS 30 Aprile 2026 N-PORT
DECO · SSGA Active Trust 1,05% 598 NS 30 Aprile 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 1,02% 19.008 NS 30 Aprile 2026 N-PORT
SMIZ · Zacks Trust 0,94% 8.493 NS 31 Maggio 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,89% 33.826 SH 08 Agosto 2026 Giornaliero
MMSC · First Trust Exchange-Traded Fund VI… 0,89% 1.635 NS 31 Maggio 2026 N-PORT
POWR · iShares, Inc. 0,76% 16.719 SH 08 Agosto 2026 Giornaliero
OASC · Unified Series Trust 0,76% 2.247 NS 31 Maggio 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,66% 2.287 NS 31 Maggio 2026 N-PORT
IJT · iShares Trust 0,66% 263.903 SH 08 Agosto 2026 Giornaliero
ESSC · Strategy Shares 0,58% 534 NS 30 Aprile 2026 N-PORT
VUSE · ETF Series Solutions 0,56% 13.650 NS 31 Maggio 2026 N-PORT
PAVE · Global X Funds 0,56% 268.116 NS 31 Maggio 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,44% 99.338 SH 08 Agosto 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,42% 20.178 NS 30 Aprile 2026 N-PORT
SMDX · Tidal Trust III 0,41% 1.866 NS 30 Aprile 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,41% 10.731 NS 30 Aprile 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,41% 4.924 SH 08 Agosto 2026 Giornaliero
BFOR · ALPS ETF Trust 0,39% 2.937 NS 31 Maggio 2026 N-PORT
XJR · iShares Trust 0,37% 3.358 SH 08 Agosto 2026 Giornaliero
SAA · ProShares Trust 0,36% 339 NS 31 Maggio 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,36% 1.035 NS 30 Aprile 2026 N-PORT
IJR · iShares Trust 0,32% 1.732.967 SH 08 Agosto 2026 Giornaliero
DWAS · Invesco Exchange-Traded Fund Trust … 0,32% 6.801 SH 08 Agosto 2026 Giornaliero
FAD · First Trust Exchange-Traded AlphaDE… 0,30% 5.227 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,24% 12.450 NS 30 Aprile 2026 N-PORT
SMLF · iShares Trust 0,24% 49.395 SH 08 Agosto 2026 Giornaliero
VBK · VANGUARD INDEX FUNDS 0,23% 386.006 SH 08 Agosto 2026 Giornaliero
EBIT · Harbor ETF Trust 0,21% 87 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,21% 106.518 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,20% 1.348 NS 31 Maggio 2026 N-PORT
ISCG · iShares Trust 0,19% 9.351 SH 08 Agosto 2026 Giornaliero