SAIA Saia, Inc. - Common Stock
NASDAQ · Road & Rail · Visualizza su SEC EDGAR ↗ chiudi Ott 6, 2026 10-K/10-Q Lug 30, 2026SAIA Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 14 Giugno 2013 | 3-for-2 | Avanti |
Informazioni su Saia, Inc. - Common Stock Panoramica della società da Wikipedia
Saia is an American less-than-truckload (LTL) trucking company that originated in Houma, Louisiana, in 1924. With original operation occurring in Louisiana and Texas for the first fifty years, expansion came after 1980 when coverage began reaching into more states in the South. Further expansion happened through mergers with other companies, which allowed Saia to provide service for thirty six states. Saia ranks in the top ten of LTL carriers in the United States, with revenues of over $1.8 billion in 2020.
History
Foundation and expansion
Saia began in 1924 in Houma, Louisiana by Louis Saia Sr. Louis was a produce dealer who realized that there was more success in delivering produce rather than selling it. The first truck operated by the company was Saia’s car with the rear seats removed.
By 1970, Saia expanded and established terminals in Texas and Louisiana. Saia became one of the largest regional LTL carriers in the United States with 23 terminals throughout the Southeastern United States and revenue exceeding $50 million.
Subsidiary of Preston and Yellow
The Saia family sold Saia to Preston Trucking in 1987.
The Yellow Corporation purchased Preston Trucking, along with subsidiaries Saia & Smalley, in 1993. In 1995 Saia merged with Smalley Transportation resulting in the establishment of terminals in North Carolina, South Carolina and western Texas.
Resumed independence
In 2002 Saia and Delanco, New Jersey-based Jevic Transportation, another Yellow Corporation subsidiary, spun off to form an independent publicly traded company called SCS Transportation (SCS). Clark Brothers Transport, Inc. was acquired in 2004 incorporating its nine state, sixteen terminal operations into Saia.
In 2006, SCS sold Jevic to a Sun Capital Partners affiliate for $40 million. The sale came after years of low profitability at Jevic and allowed SCS to focus on its more successful Saia unit. Along with the sale, SCS announced plans to rebrand the parent company to Saia and move its corporate headquarters from Kansas City, Missouri to Saia's headquarters in Duluth, Georgia. Saia president Rick O'Dell would become president, CEO, and a board member of the parent company with former chairman and CEO, Bert Trucksess, transitioning to non-executive chairman. Jevic, originally founded in 1981 by Harry Mulschlegel, would shut down in 2008 after being unable to improve its fortunes as an independent company.
Saia began trading on the NASDAQ with the symbol SAIA.
Expansion via acquisitions
Saia expanded further with the acquisitions of two LTL carriers: Columbus, Ohio–based The Connection Company in 2006 and Madison Freight Systems (MFS) of Waunakee, Wisconsin in 2007.
Saia acquired Robart Transportation (and subsidiary The RL Services Group) in 2012 for approximately $7.8 million. Robart, founded in 1981 in Duluth, Georgia, was a non-asset truckload and brokerage service provider while The RL Services Group focused on supply chain, logistics, data mining, and operations analysis and related services. The acquisition of Robart, which Saia planned to rebrand under the Saia name, marked Saia's first significant move into non-asset logistics services.
In 2015, Saia acquired Dallas-based third-party logistics provider LinkEx for $25 million. LinkEx was founded in 2002 as a non asset–based intermodal logistics management company, providing services and technology for management of international and domestic shipments. After the LinkEx purchase, Saia's previous non-asset acquisition, Robart, was merged into LinkEx which continued operations as a wholly owned subsidiary of Saia with offices in Dallas, Atlanta, and Guadalajara, Mexico.
In December 2023, Saia acquired 17 terminals of former parent company Yellow Corporation in the Chapter 11 bankruptcy sale for $235.7 million.
Operations
Saia has 194 terminals and serves the 48 states in the contiguous United States directly. It also serves Alaska, Hawaii, Puerto Rico, Mexico, and Canada via a network of partners. The three operating service groups of Saia are Saia LTL Freight, Saia Logistics Service, and LinkEx. Saia has over 13,000 employees and handles over 30,000 shipments per day as of 2023.
In 2017, Saia partnered with TST Overland Express, now TST-CF Express to provide cross border shipments into Canada. Saia provides the equivalent service for TST.
In 2025, they connected more than 10,000 security assets onto one platform by SecuriThings.
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 | SAIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 33.1media 5 anni ≈30.5 | ≈30.5 | 47.9 | Sottovalutato | |
| P/S (TTM) | 2.7media 5 anni ≈3.3 | ≈3.3 | 1.6 | Sopravvalutato | |
| P/B (MRQ) | 3.4media 5 anni ≈5.1 | ≈5.1 | 4.1 | Valore equo | |
| Prezzo / FCF (TTM) | 35.9media 5 anni ≈104.1 | ≈104.1 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 15.1media 5 anni ≈18.1 | ≈18.1 | 14.6 | Valore equo | |
| Price / Tangible Book (Prezzo / Valore contabile tangibile) | 3.6media 5 anni ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio | ≈2.6 | · | · | · |
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 | SAIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 11.0%media 5 anni ≈14.7% | ≈14.7% | 7.4% | Di prim'ordine | |
| Margine EBITDA (TTM) | 18.5%media 5 anni ≈21.1% | ≈21.1% | 9.5% | Di prim'ordine | |
| Margine ante imposte (TTM) | 10.8%media 5 anni ≈14.5% | ≈14.5% | 6.2% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 8.2%media 5 anni ≈11.1% | ≈11.1% | 4.6% | Di prim'ordine | |
| ROA (TTM) | 7.7%media 5 anni ≈13.6% | ≈13.6% | 3.5% | Di prim'ordine | |
| ROE (TTM) | 10.8%media 5 anni ≈17.9% | ≈17.9% | 11.6% | In linea | |
| ROIC | 10.3%media 5 anni ≈17.6% | ≈17.6% | 9.3% | In linea |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | SAIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 1.6media 5 anni ≈1.7 | ≈1.7 | 1.3 | Liquidità elevata | |
| Quick Ratio | 1.3media 5 anni ≈1.5 | ≈1.5 | 1.2 | In linea | |
| Interest Coverage (Copertura degli interessi) | 21.4media 5 anni ≈108.3 | ≈108.3 | 10.5 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | SAIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 0.79%media 5 anni ≈12.6% | ≈12.6% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 5.0%media 5 anni ≈11.2% | ≈11.2% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 12.2% | · | · | · | |
| EPS YoY | -29.5%media 5 anni ≈19.0% | ≈19.0% | · | · | |
| Net Income YoY (Utile Netto YoY) | -29.6%media 5 anni ≈19.2% | ≈19.2% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -10.8%media 5 anni ≈12.8% | ≈12.8% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 12.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | -10.6%media 5 anni ≈13.0% | ≈13.0% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 13.0% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | SAIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.0media 5 anni ≈1.2 | ≈1.2 | 1.0 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 9.9media 5 anni ≈9.7 | ≈9.7 | 9.6 | In linea | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$235.5K | · | · | · |
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 | Lug 23, 2026 | $3.51 | $3.45 | 1.9% |
| 31 Marzo 2026 | $1.86 | $1.85 | 0.42% | |
| 31 Dicembre 2025 | $1.77 | $1.94 | -8.8% | |
| 30 Settembre 2025 | $3.22 | $2.59 | 24.2% | |
| 30 Giugno 2025 | $2.67 | $2.44 | 9.4% | |
| 31 Marzo 2025 | $1.86 | $2.81 | -33.9% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Operating Expenses | · | · | $2.42B | $2.32B | $1.95B | $1.64B | $1.63B | $1.51B | $1.31B | $1.17B | |
| Operating Income | $352M | $482M | $460M | $470M | $335M | $180M | $153M | $141M | $95M | $79M | |
| Interest Expense | $16M | $9M | $3M | $3M | $3M | $5M | $7M | $5M | $5M | $4M | |
| Other Non-op | $1M | $2M | $2M | $-46.0K | $833.0K | $1M | $754.0K | $74.0K | $92.0K | $177.0K | |
| Pretax Income | $337M | $476M | $466M | $468M | $333M | $176M | $147M | $136M | $90M | $75M | |
| Income Tax | $82M | $114M | $111M | $111M | $80M | $38M | $33M | $31M | $-1M | $27M | |
| Net Income | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| EPS (Basic) | $9.54 | $13.57 | $13.32 | $13.48 | $9.62 | $5.29 | $4.38 | $4.08 | $3.57 | $1.92 | |
| EPS (Diluted) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 | |
| Shares (Basic) | 26,738,000 | 26,689,000 | 26,632,000 | 26,520,000 | 26,322,000 | 26,140,000 | 25,952,000 | 25,762,000 | 25,518,000 | 25,038,000 | |
| Shares (Diluted) | 26,786,000 | 26,802,000 | 26,763,000 | 26,674,000 | 26,707,000 | 26,592,000 | 26,435,000 | 26,291,000 | 26,086,000 | 25,680,000 | |
| EBITDA | $601M | $692M | $639M | $628M | $477M | $315M | $272M | $243M | $182M | $155M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $19M | $296M | $187M | $107M | $25M | $248.0K | $2M | $5M | $2M | |
| Receivables | $332M | $323M | $312M | $290M | $277M | $217M | $196M | $182M | $170M | $135M | |
| Prepaid Expense | $36M | $35M | $33M | $23M | $20M | $20M | $19M | $21M | $18M | $17M | |
| Other Current Assets | $14M | $14M | $7M | $7M | $13M | $10M | $9M | $7M | $7M | $5M | |
| Current Assets | $435M | $436M | $649M | $531M | $416M | $272M | $232M | $213M | $203M | $166M | |
| PP&E (Net) | $2.84B | $2.56B | $1.76B | $1.48B | $1.28B | $1.14B | $1.05B | $893M | $736M | $604M | |
| PP&E (Gross) | $4.26B | $3.79B | $2.88B | $2.48B | $2.14B | $1.90B | $1.74B | $1.52B | $1.29B | $1.10B | |
| Accum. Depreciation | $1.42B | $1.23B | $1.12B | $996M | $864M | $765M | $687M | $628M | $554M | $498M | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Intangibles | · | · | · | · | $7M | $8M | $9M | $11M | $12M | $13M | |
| Other Non-current Assets | $38M | $31M | $36M | $23M | $22M | $7M | $5M | $5M | $4M | $4M | |
| Total Assets | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Accounts Payable | $107M | $115M | $142M | $100M | $114M | $89M | $84M | $79M | $57M | $45M | |
| Current Liabilities | $265M | $278M | $322M | $274M | $321M | $276M | $241M | $209M | $167M | $145M | |
| Capital Leases | $113M | $97M | $96M | $99M | $88M | $95M | $86M | · | · | · | |
| Deferred Tax | $284M | $219M | $156M | $146M | $124M | $120M | $112M | $87M | $59M | $80M | |
| Other Non-current Liabilities | $640M | $577M | $320M | $321M | $304M | $312M | $359M | $229M | $218M | $172M | |
| Long-term Debt | $163M | $194M | $0 | $0 | $0 | · | · | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $25.0K | |
| Retained Earnings | $2.28B | $2.02B | $1.66B | $1.31B | $950M | $697M | $558M | $444M | $340M | $248M | |
| Stockholders' Equity | $2.58B | $2.31B | $1.94B | $1.58B | $1.22B | $961M | $815M | $696M | $582M | $483M | |
| Liabilities + Equity | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Shares Outstanding | 26,645,402 | 26,598,512 | 26,549,372 | 26,464,197 | 26,336,589 | 26,236,570 | 25,936,532 | 25,693,651 | 25,551,617 | 25,322,701 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $249M | $210M | $179M | $157M | $142M | $135M | $119M | $102M | $87M | $76M | |
| Stock-based Comp | $17M | $14M | $12M | $9M | $9M | $8M | $6M | $6M | $5M | $5M | |
| Deferred Tax | $65M | $63M | $10M | $22M | $4M | $8M | $25M | $27M | $-21M | $13M | |
| Amort. of Intangibles | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $1M | $1M | $1M | $2M | |
| Other Non-cash | $9M | $-66M | $23M | $-72M | $-25M | $20M | $9M | $16M | $9M | $18M | |
| Operating Cash Flow | $595M | $584M | $578M | $473M | $383M | $309M | $273M | $256M | $158M | $146M | |
| CapEx | $568M | $1.04B | $440M | $367M | $286M | $231M | $288M | $224M | $187M | $119M | |
| Investing Cash Flow | $-553M | $-1.04B | $-449M | $-366M | $-278M | $-219M | $-281M | $-223M | $-182M | $-118M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $-7M | $-7M | |
| Financing Cash Flow | $-42M | $175M | $-20M | $-27M | $-23M | $-65M | $6M | $-36M | $27M | $-27M | |
| Net Change in Cash | · | · | · | · | · | · | · | $-3M | $3M | $1M | |
| Taxes Paid | $6M | $101M | $73M | $115M | $82M | $10M | $15M | $2M | $17M | $5M | |
| Free Cash Flow | $27M | $-460M | $138M | $106M | $97M | $78M | $-15M | $33M | $-29M | $26M | |
| Levered FCF | $15M | $-467M | $136M | $104M | $94M | $74M | $-20M | $29M | $-34M | $24M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% | 9.9% | 8.5% | 8.5% | · | · | |
| Net Margin | 7.9% | 11.3% | 12.3% | 12.8% | 11.1% | 7.6% | 6.4% | 6.3% | · | · | |
| Pretax Margin | 10.4% | 14.8% | 16.2% | 16.8% | 14.5% | 9.7% | 8.2% | 8.2% | · | · | |
| EBITDA Margin | 18.6% | 21.6% | 22.2% | 22.5% | 20.8% | 17.3% | 15.2% | 14.7% | · | · | |
| ROA | 7.7% | 12.6% | 14.9% | 17.8% | 14.9% | 9.3% | 8.9% | 10.0% | 10.3% | 6.3% | |
| ROE | 10.2% | 15.9% | 18.7% | 23.2% | 21.4% | 14.7% | 14.1% | 15.4% | 17.1% | 10.5% | |
| ROIC | 10.3% | 15.9% | 18.1% | 22.8% | 20.9% | 14.7% | 14.5% | 15.7% | 16.5% | 10.5% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 | 1.0 | 1.0 | 1.0 | 1.2 | 1.1 | |
| Quick Ratio | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 | 0.9 | 0.8 | 0.9 | 1.0 | 0.9 | |
| Interest Coverage | 21.4 | 54.0 | 181.7 | 180.2 | 104.3 | 34.8 | 22.8 | 26.1 | 18.8 | 18.0 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.2 | 1.4 | 1.3 | 1.2 | 1.4 | 1.6 | · | · | |
| Receivables Turnover | 9.9 | 10.1 | 9.6 | 9.8 | 9.3 | 8.8 | 9.5 | 9.4 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $96.74 | $86.89 | $73.13 | $59.68 | $46.34 | $36.64 | $31.43 | $27.08 | $22.80 | $19.08 | |
| Revenue / Share | $120.75 | $119.73 | $107.66 | $104.67 | $85.70 | $68.53 | $67.59 | $62.91 | · | · | |
| Cash Flow / Share | $22.21 | $21.78 | $21.59 | $17.73 | $14.33 | $11.63 | $10.32 | $9.75 | $6.05 | $5.68 | |
| Cash / Share | $0.74 | $0.73 | $11.16 | $7.08 | $4.05 | $0.96 | $0.01 | $0.09 | $0.18 | $0.06 | |
| EPS (TTM) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.79% | 11.4% | 3.2% | 22.0% | 25.6% | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.0% | 11.9% | 16.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -29.5% | 1.9% | -1.0% | 41.3% | 82.3% | · | · | · | · | · | |
| EPS CAGR 3Y | -10.8% | 12.5% | 36.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -29.6% | 2.0% | -0.72% | 41.1% | 83.0% | · | · | · | · | · | |
| Net Income CAGR 3Y | -10.6% | 12.7% | 36.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Net Income TTM | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| Market Cap | $8.70B | $12.12B | $11.63B | $5.55B | $8.88B | $4.74B | $2.42B | $1.43B | $1.81B | $1.12B | |
| P/E | 34.3 | 33.7 | 33.0 | 15.6 | 35.6 | 34.8 | 21.7 | 14.0 | 20.3 | 23.6 | |
| P/S | 2.7 | 3.8 | 4.0 | 2.0 | 3.9 | 2.6 | 1.4 | 0.9 | 1.3 | 0.9 | |
| P/B | 3.4 | 5.2 | 6.0 | 3.5 | 7.3 | 4.9 | 3.0 | 2.1 | 3.1 | 2.3 | |
| P / Tangible Book | 3.4 | 5.3 | 6.0 | 3.5 | 7.4 | 5.0 | · | · | · | · | |
| P / Cash Flow | 14.6 | 20.8 | 20.1 | 11.7 | 23.2 | 15.3 | 8.9 | 5.6 | 11.5 | 7.7 | |
| P / FCF | 318.3 | -26.4 | 84.3 | 52.5 | 91.7 | 60.8 | -163.4 | 43.8 | -62.7 | 42.3 | |
| Earnings Yield | 2.9% | 3.0% | 3.0% | 6.4% | 2.8% | 2.9% | 4.6% | 7.1% | 4.9% | 4.2% |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $956M | $806M | $790M | $840M | $817M | $788M | $789M | $842M | $823M | $755M | $775M | $695M | $661M | $730M | $746M | $661M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $558M | |
| Operating Income | $125M | $67M | $64M | $119M | $99M | $70M | $101M | $125M | $138M | $118M | $128M | $120M | $99M | $128M | $146M | $103M | |
| Interest Expense | $2M | $3M | $3M | $4M | $5M | $4M | $3M | $3M | $2M | $542.0K | $454.0K | $458.0K | $688.0K | $581.0K | $668.0K | $692.0K | |
| Other Non-op | $2M | $740.0K | $312.0K | $654.0K | $873.0K | $-357.0K | $155.0K | $460.0K | $326.0K | $788.0K | $-157.0K | $990.0K | $503.0K | $-140.0K | $-824.0K | $-235.0K | |
| Pretax Income | $125M | $65M | $61M | $115M | $96M | $66M | $99M | $123M | $136M | $119M | $130M | $121M | $99M | $128M | $145M | $103M | |
| Income Tax | $31M | $15M | $14M | $29M | $24M | $16M | $23M | $30M | $33M | $28M | $32M | $30M | $23M | $30M | $35M | $23M | |
| Net Income | $94M | $50M | $48M | $86M | $71M | $50M | $76M | $93M | $103M | $91M | $98M | $91M | $76M | $98M | $109M | $79M | |
| EPS (Basic) | $3.52 | $1.86 | $1.78 | $3.23 | $2.67 | $1.86 | $2.86 | $3.47 | $3.84 | $3.40 | $3.69 | $3.43 | $2.86 | $3.69 | $4.12 | $3.01 | |
| EPS (Diluted) | $3.51 | $1.86 | $1.77 | $3.22 | $2.67 | $1.86 | $2.84 | $3.46 | $3.83 | $3.38 | $3.67 | $3.42 | $2.85 | $3.67 | $4.10 | $2.98 | |
| Shares (Basic) | 26,779,000 | 26,764,000 | · | 26,745,000 | 26,739,000 | 26,720,000 | · | 26,695,000 | 26,691,000 | 26,672,000 | 26,644,000 | 26,634,000 | 26,600,000 | 26,539,000 | 26,507,000 | 26,391,000 | |
| Shares (Diluted) | 26,833,000 | 26,807,000 | · | 26,790,000 | 26,785,000 | 26,788,000 | · | 26,789,000 | 26,802,000 | 26,794,000 | 26,779,000 | 26,736,000 | 26,702,000 | 26,676,000 | 26,665,000 | 26,670,000 | |
| EBITDA | $189M | $129M | · | $183M | $162M | $129M | · | $180M | $190M | $167M | $174M | $165M | $142M | $169M | $183M | $143M |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $84M | $39M | $20M | $36M | $19M | $17M | $19M | $14M | $11M | $12M | $249M | $235M | $166M | $150M | $138M | $141M | |
| Receivables | $424M | $377M | $332M | $365M | $347M | $351M | $323M | $372M | $376M | $346M | $346M | $300M | $295M | $336M | $357M | $322M | |
| Prepaid Expense | $52M | $62M | $36M | $35M | $46M | $55M | $35M | $36M | $43M | $51M | $28M | $37M | $39M | $54M | $32M | $47M | |
| Other Current Assets | $16M | $15M | $14M | $13M | $14M | $13M | $14M | $6M | $9M | $7M | $7M | $6M | $7M | · | · | · | |
| Current Assets | $588M | $499M | $435M | $497M | $451M | $470M | $436M | $437M | $446M | $416M | $646M | $579M | $514M | $551M | $536M | $511M | |
| PP&E (Net) | $2.90B | $2.85B | $2.84B | $2.81B | $2.81B | $2.72B | $2.56B | $2.48B | $2.34B | $2.18B | $1.67B | $1.61B | $1.57B | $1.44B | $1.35B | $1.27B | |
| PP&E (Gross) | $4.39B | $4.30B | $4.26B | $4.18B | $4.13B | $4.00B | $3.79B | $3.70B | $3.54B | $3.34B | $2.79B | $2.68B | $2.60B | $2.40B | $2.28B | $2.16B | |
| Accum. Depreciation | $1.48B | $1.45B | $1.42B | $1.37B | $1.32B | $1.27B | $1.23B | $1.22B | $1.19B | $1.16B | $1.12B | $1.08B | $1.03B | $965M | $925M | $891M | |
| Goodwill | · | · | $12M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $40M | $38M | $38M | $36M | $34M | $33M | $31M | $25M | $26M | $26M | $23M | $23M | $28M | $24M | $35M | $27M | |
| Total Assets | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Accounts Payable | $165M | $147M | $107M | $113M | $129M | $155M | $115M | $161M | $156M | $153M | $113M | $98M | $108M | $115M | $145M | $130M | |
| Current Liabilities | $371M | $328M | $265M | $296M | $303M | $328M | $278M | $347M | $328M | $338M | $299M | $267M | $271M | $338M | $339M | $339M | |
| Capital Leases | $139M | $120M | $113M | $102M | $106M | $95M | $97M | $92M | $97M | $98M | $103M | $89M | $94M | $87M | $86M | $84M | |
| Deferred Tax | $300M | $294M | $284M | $287M | $237M | $224M | $219M | $162M | $160M | $158M | $163M | $159M | $152M | $125M | $123M | $122M | |
| Other Non-current Liabilities | $627M | $609M | $640M | $679M | $718M | $677M | $577M | $504M | $493M | $399M | $337M | $324M | $321M | $295M | $305M | $302M | |
| Long-term Debt | $100M | $112M | $163M | $218M | $307M | $291M | $194M | $183M | $167M | $72M | $0 | $0 | $0 | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | |
| Retained Earnings | $2.42B | $2.33B | $2.28B | $2.23B | $2.15B | $2.07B | $2.02B | $1.95B | $1.86B | $1.75B | $1.57B | $1.47B | $1.38B | $1.24B | $1.14B | $1.03B | |
| Stockholders' Equity | $2.73B | $2.63B | $2.58B | $2.53B | $2.44B | $2.36B | $2.31B | $2.23B | $2.14B | $2.03B | $1.85B | $1.75B | $1.65B | $1.51B | $1.40B | $1.29B | |
| Liabilities + Equity | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Shares Outstanding | 26,674,650 | 26,670,034 | 26,645,402 | 26,642,641 | 26,636,046 | 26,634,005 | 26,598,512 | 26,595,075 | 26,589,913 | 26,588,162 | 26,547,937 | 26,535,382 | 26,532,778 | 26,462,463 | 26,411,736 | 26,408,402 |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $64M | $62M | $63M | $64M | $63M | $59M | $54M | $55M | $53M | $49M | $46M | $45M | $43M | $41M | $37M | $40M | |
| Deferred Tax | $6M | $9M | $-3M | $51M | $12M | $5M | $57M | $2M | $2M | $2M | $5M | $7M | $6M | $2M | $1M | $-2M | |
| Other Non-cash | · | $18M | · | · | · | $-5M | · | · | · | $-35M | · | · | $-5M | · | · | $-43M | |
| Operating Cash Flow | $152M | $140M | $137M | $178M | $171M | $109M | $165M | $182M | $131M | $106M | $125M | $172M | $119M | $136M | $112M | $96M | |
| CapEx | $95M | $66M | $100M | $90M | $175M | $203M | $168M | $193M | $225M | $457M | $114M | $99M | $128M | $123M | $110M | $46M | |
| Investing Cash Flow | $-94M | $-64M | $-98M | $-71M | $-182M | $-202M | $-168M | $-192M | $-224M | $-452M | $-111M | $-98M | $-128M | $-123M | $-110M | $-45M | |
| Financing Cash Flow | $-12M | $-56M | $-55M | $-91M | $13M | $90M | $8M | $13M | $93M | $61M | $-83.0K | $-5M | $-12M | $-2M | $-5M | $-16M | |
| Free Cash Flow | · | $74M | · | · | · | $-94M | · | · | · | $-351M | · | · | $-9M | · | · | $50M | |
| Levered FCF | · | $72M | · | · | · | $-97M | · | · | · | $-351M | · | · | $-10M | · | · | $49M |
Redditività
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.1% | 8.3% | · | 14.1% | 12.2% | 8.9% | · | 14.9% | 16.7% | 15.6% | 16.6% | 17.3% | 15.0% | 17.6% | 19.6% | 15.7% | |
| Net Margin | 9.8% | 6.2% | · | 10.3% | 8.7% | 6.3% | · | 11.0% | 12.4% | 12.0% | 12.7% | 13.2% | 11.5% | 13.4% | 14.6% | 12.0% | |
| Pretax Margin | 13.1% | 8.1% | · | 13.7% | 11.7% | 8.3% | · | 14.6% | 16.5% | 15.8% | 16.8% | 17.5% | 15.0% | 17.5% | 19.4% | 15.5% | |
| EBITDA Margin | 19.8% | 16.0% | · | 21.8% | 19.8% | 16.4% | · | 21.3% | 23.1% | 22.1% | 22.4% | 23.7% | 21.5% | 23.2% | 24.5% | 21.7% | |
| ROA | 2.6% | 1.4% | · | 2.6% | 2.2% | 1.6% | · | 3.3% | 3.9% | 3.6% | 4.2% | 4.2% | 3.6% | 5.0% | 5.9% | 4.5% | |
| ROE | 3.6% | 2.0% | · | 3.6% | 3.1% | 2.3% | · | 4.5% | 5.3% | 4.9% | 5.9% | 5.8% | 5.2% | 7.4% | 8.9% | 6.9% | |
| ROIC | 3.5% | 1.9% | · | 3.5% | 3.0% | 2.3% | · | 4.2% | 4.9% | 4.4% | 5.2% | 5.2% | 4.6% | 6.5% | 7.9% | 6.2% |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | · | 1.7 | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.2 | 2.2 | 2.2 | 1.9 | 1.6 | 1.6 | 1.5 | |
| Quick Ratio | 1.4 | 1.3 | · | 1.4 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | 2.0 | 2.0 | 1.7 | 1.4 | 1.5 | 1.4 | |
| Interest Coverage | 61.1 | 26.0 | · | 26.5 | 21.0 | 16.4 | · | · | 57.0 | 217.5 | 282.9 | 262.6 | 144.1 | 220.9 | 218.6 | 149.5 |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | |
| Receivables Turnover | 2.5 | 2.2 | · | 2.3 | 2.3 | 2.3 | · | 2.3 | 2.4 | 2.4 | 2.3 | 2.1 | 2.1 | 2.3 | 2.4 | 2.3 |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $102.22 | $98.47 | · | $94.81 | $91.47 | $88.62 | · | $83.91 | $80.33 | $76.31 | $69.67 | $65.81 | $62.22 | $56.93 | $53.15 | $48.90 | |
| Revenue / Share | $35.65 | $30.08 | · | $31.34 | $30.51 | $29.40 | · | $31.43 | $30.72 | $28.17 | $28.95 | $25.98 | $24.74 | $27.35 | $27.96 | $24.79 | |
| Cash Flow / Share | · | $5.21 | · | · | · | $4.07 | · | · | · | $3.97 | · | · | $4.47 | · | · | $3.60 | |
| Cash / Share | $3.15 | $1.47 | · | $1.33 | $0.71 | $0.62 | · | $0.54 | $0.42 | $0.46 | $9.39 | $8.86 | $6.27 | $5.66 | $5.22 | $5.35 | |
| EPS (TTM) | $10.36 | $9.52 | · | $10.59 | $10.83 | $11.99 | · | $13.99 | $14.20 | $13.79 | $12.59 | $12.59 | $13.27 | $13.51 | $12.82 | $11.06 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.39B | $3.25B | · | $3.23B | $3.24B | $3.24B | · | $3.17B | $3.10B | $2.98B | $2.79B | $2.74B | $2.79B | $2.75B | $2.64B | $2.47B | |
| Net Income TTM | $278M | $255M | · | $284M | $290M | $321M | · | $375M | $381M | $369M | $336M | $336M | $354M | $360M | $342M | $295M | |
| Market Cap | $11.23B | $9.37B | · | $7.98B | $7.30B | $9.31B | · | $11.63B | $12.61B | $15.55B | $10.58B | $9.09B | $7.22B | $5.03B | $4.97B | $6.44B | |
| P/E | 40.7 | 36.9 | · | 28.3 | 25.3 | 29.1 | · | 31.3 | 33.4 | 42.4 | 31.7 | 27.2 | 20.5 | 14.1 | 14.7 | 22.0 | |
| P/S | 3.3 | 2.9 | · | 2.5 | 2.3 | 2.9 | · | 3.7 | 4.1 | 5.2 | 3.8 | 3.3 | 2.6 | 1.8 | 1.9 | 2.6 | |
| P/B | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Tangible Book | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Cash Flow | · | 67.1 | · | · | · | 85.3 | · | · | · | 146.1 | · | · | 60.5 | · | · | 67.1 | |
| Earnings Yield | 2.5% | 2.7% | · | 3.5% | 4.0% | 3.4% | · | 3.2% | 3.0% | 2.4% | 3.2% | 3.7% | 4.9% | 7.1% | 6.8% | 4.5% |
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 | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B |
| Margine Operativo % | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% |
| Utile netto | $255M | $362M | $355M | $357M | $253M |
| EPS Diluito | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 |
| Quick Ratio | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $27M | $-460M | $138M | $106M | $97M |
Proprietari istituzionali (13F) 554 filer · $11.3B 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 |
|---|---|---|---|---|
| 105 (+15 vs trimestre precedente) | 34 (-15 vs trimestre precedente) | 187 (+15 vs trimestre precedente) | 154 (+16 vs trimestre precedente) | +295K |
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. | $1.072.159.997 | 2.545.731 | 9,50% | Azioni |
| VANGUARD GROUP INC | $800.512.758 | 2.451.650 | 7,09% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $782.237.681 | 2.226.821 | 6,93% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $507.017.678 | 1.203.860 | 4,49% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $465.831.599 | 1.106.068 | 4,13% | Azioni |
| FIRST TRUST ADVISORS LP | $430.986.297 | 1.023.332 | 3,82% | Azioni |
| STATE STREET CORP | $359.862.318 | 854.398 | 3,19% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342.808.236 | 813.962 | 3,04% | Azioni |
| Invesco Ltd. | $338.026.386 | 802.608 | 3,00% | Azioni |
| MORGAN STANLEY | $281.815.664 | 669.140 | 2,50% | Azioni |
| WASATCH ADVISORS LP | $249.015.366 | 708.880 | 2,21% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $218.317.815 | 518.243 | 1,93% | Azioni |
| Capital World Investors | $211.178.890 | 501.422 | 1,87% | Azioni |
| Capital Research Global Investors | $206.750.392 | 490.907 | 1,83% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $199.977.866 | 475.860 | 1,77% | Azioni |
| NORGES BANK | $173.773.143 | 412.606 | 1,54% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $165.938.050 | 393.972 | 1,47% | Azioni |
| GOLDMAN SACHS GROUP INC | $150.451.546 | 357.231 | 1,33% | Azioni |
| JPMORGAN CHASE & CO | $146.151.693 | 342.076 | 1,29% | Azioni |
| Qube Research & Technologies Ltd | $137.700.368 | 326.955 | 1,22% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.176.920 | 294.845 | 1,10% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $122.841.266 | 291.674 | 1,09% | Azioni |
| JANUS HENDERSON GROUP PLC | $113.249.388 | 322.397 | 1,00% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $110.608.000 | 262.626 | 0,98% | Azioni |
| Driehaus Capital Management LLC | $110.362.030 | 262.043 | 0,98% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $110.204.708 | 264.432 | 0,98% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $109.088.863 | 259.020 | 0,97% | Azioni |
| NORTHERN TRUST CORP | $101.731.198 | 241.550 | 0,90% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $95.202.376 | 226.048 | 0,84% | Azioni |
| FIL Ltd | $92.837.141 | 220.432 | 0,82% | Azioni |
| Holocene Advisors, LP | $76.968.253 | 182.753 | 0,68% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $71.192.465 | 169.039 | 0,63% | Azioni |
| Bank of New York Mellon Corp | $68.979.681 | 163.785 | 0,61% | Azioni |
| UBS Group AG | $68.507.991 | 162.665 | 0,61% | Azioni |
| Stephens Investment Management Group LLC | $67.957.956 | 161.359 | 0,60% | Azioni |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $64.677.962 | 153.571 | 0,57% | Azioni |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $63.796.150 | 151.477 | 0,57% | Azioni |
| BANK OF AMERICA CORP /DE/ | $63.756.887 | 151.384 | 0,56% | Azioni |
| WELLS FARGO & COMPANY/MN | $62.348.384 | 148.039 | 0,55% | Azioni |
| BRISTOL JOHN W & CO INC /NY/ | $59.301.855 | 140.806 | 0,53% | Azioni |
| Freestone Grove Partners LP | $58.200.100 | 138.190 | 0,52% | Azioni |
| Alyeska Investment Group, L.P. | $56.199.169 | 133.439 | 0,50% | Azioni |
| AMERIPRISE FINANCIAL INC | $56.188.302 | 133.410 | 0,50% | Azioni |
| Capital International Investors | $56.018.913 | 133.011 | 0,50% | Azioni |
| Interval Partners, LP | $50.978.049 | 121.042 | 0,45% | Azioni |
| Allspring Global Investments Holdings, LLC | $47.605.959 | 113.849 | 0,42% | Azioni |
| ZWJ INVESTMENT COUNSEL INC | $43.549.729 | 103.405 | 0,39% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $42.065.930 | 99.881 | 0,37% | Azioni |
| FMR LLC | $39.886.427 | 94.706 | 0,35% | Azioni |
| MARSHALL WACE, LLP | $38.833.479 | 92.206 | 0,34% | Azioni |
Attivisti e proprietari del 5%+ 9 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, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 08 Novembre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 24 Ottobre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 13 Ottobre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 29 Settembre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 14 Settembre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 21 Agosto 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 25 Aprile 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 07 Marzo 2006 | · | Deposito iniziale | · | SEC |
| STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD., PARCHE, LLC, RCG AMBROSE MASTER FUND, LTD, RCG HALIFAX FUND, LTD, RAMIUS MASTER FUND, LTD., ADMIRAL ADVISORS, LLC, RAMIUS ADVISORS, LLC, RAMIUS CAPITAL GROUP, LLC, C4S & CO., LLC, PETER A. COHEN, MORGAN B. STARK, JEFFREY M. SOLOMON, THOMAS W. STRAUSS, JEFFREY C. SMITH, JEFFREY C. WARD ×3 depositi | 27 Gennaio 2006 | · | Deposito iniziale | · | 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 43 insider · 25 dirigenti · 16 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Frederick J Holzgrefe III | President & CEO | 13 Maggio 2026 J | 10.000 | 0 | 1 | $-1.856.520 |
| David H Gorman | President & CEO Jevic | 28 Gennaio 2006 A | · | 0 | 0 | $0 |
| Matthew J Batteh | Chief Financial Officer | 12 Febbraio 2026 M | 4.444 | 0 | 3 | $-773.391 |
| Douglas L Col | Executive VP, CFO & Secretary | 13 Febbraio 2024 M | 5.623 | 0 | 0 | $0 |
| Robert Scott Chambers | VP Finance, CFO | 06 Maggio 2019 A | 6.531 | 0 | 0 | $0 |
| James A Darby | VP of Finance & CFO | 13 Agosto 2014 M | 31.572 | 0 | 0 | $0 |
| James J Bellinghausen | VP of Finance and CFO | 30 Agosto 2006 I | 10.110 | 0 | 0 | $0 |
| Paul J Karvois | Former President of Jevic | 05 Ottobre 2005 I | 5.000 | 0 | 0 | $0 |
| Anthony R Norwood | EVP & CHRO | 20 Maggio 2026 S | 4.894 | 0 | 1 | $-136.881 |
| Patrick D Sugar | EVP Operations | 09 Marzo 2026 F | 8.917 | 0 | 1 | $-1.046.518 |
| Kelly W Benton | VP & CAO | 13 Febbraio 2026 S | 3.157 | 0 | 2 | $-625.630 |
| Raymond R Ramu | Exec. VP & Chief Customer Off. | 13 Febbraio 2026 S | 3.631 | 0 | 3 | $-2.293.985 |
| Tarak Patel | EVP and CIO | 12 Febbraio 2026 A | 1.830 | 0 | 0 | $0 |
| Rohit Lal | EVP IT and CIO | 10 Febbraio 2025 F | 9.057 | 0 | 0 | $0 |
| Karla J Staver | VP Safety and Human Resources | 24 Febbraio 2021 M | 3.446 | 0 | 0 | $0 |
| Stephanie R Maschmeier | Chief Accounting Officer | 17 Febbraio 2021 M | 1.294 | 0 | 0 | $0 |
| Paul C Peck | Executive VP Operations | 12 Febbraio 2021 M | 0 | 0 | 0 | $0 |
| Michelle Richard | Vice President Human Resources | 07 Febbraio 2019 A | 5.636 | 0 | 0 | $0 |
| Craig A Thompson | Executive VP of Operations | 01 Marzo 2018 A | 4.445 | 0 | 0 | $0 |
| Brian A Balius | VP-Transportation and Engineer | 08 Marzo 2017 S | 15.712 | 0 | 0 | $0 |
| Mark H Robinson | Vice President of IT | 10 Febbraio 2017 M | 1.216 | 0 | 0 | $0 |
| Sally R Buchholz | VP Marketing/Customer Service | 17 Febbraio 2015 I | 12.556 | 0 | 0 | $0 |
| Anthony D Albanese | Sr. VP Operations & Sales | 08 Marzo 2010 I | 18.000 | 0 | 0 | $0 |
| David J Letke | Vice President of Operations | 16 Febbraio 2007 P | 4.175 | 0 | 0 | $0 |
| John P Burton | Vice President | 03 Febbraio 2006 M | 4.175 | 0 | 0 | $0 |
| Donald R James | Direttore | 04 Maggio 2026 A | 2.083 | 0 | 0 | $0 |
| Susan F Ward | Direttore | 04 Maggio 2026 A | 1.393 | 0 | 0 | $0 |
| Donna E Epps | Direttore | 04 Maggio 2026 A | 1.852 | 1 | 1 | $72 |
| Di-Ann Eisnor | Direttore | 04 Maggio 2026 A | 5.872 | 0 | 2 | $-294.949 |
| John P Gainor JR | Direttore | 04 Maggio 2026 A | 1.282 | 0 | 0 | $0 |
| Randolph W Melville | Direttore | 04 Maggio 2026 A | · | 0 | 0 | $0 |
| Kevin A Henry | Direttore | 04 Maggio 2026 A | · | 0 | 0 | $0 |
| Richard D Odell | Direttore | 04 Maggio 2026 A | 3.303 | 0 | 0 | $0 |
| John J Holland | Direttore | 01 Maggio 2020 A | 0 | 0 | 0 | $0 |
| William F Evans | Direttore | 01 Maggio 2020 A | 446 | 0 | 0 | $0 |
| Bjorn E Olsson | Direttore | 01 Maggio 2019 A | 0 | 0 | 0 | $0 |
| Herbert A Trucksess III | Direttore | 01 Maggio 2019 A | 161.319 | 0 | 0 | $0 |
| Douglas Wayne Rockel | Direttore | 24 Maggio 2018 S | 6.585 | 0 | 0 | $0 |
| Linda J French | Direttore | 02 Maggio 2016 A | 2.379 | 0 | 0 | $0 |
| William F Martin JR | Direttore | 01 Maggio 2014 A | 700 | 0 | 0 | $0 |
| James A Olson | Direttore | 02 Maggio 2011 A | · | 0 | 0 | $0 |
| Jeffrey C Ward | · | 04 Maggio 2026 A | 7.079 | 0 | 0 | $0 |
| Klaus E Agthe | · | 18 Aprile 2005 S | 2.609 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 59 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 |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 2,78% | 953 NS | 31 Luglio 2026 | N-PORT |
| IYT · iShares Trust | 1,22% | 71.147 SH | 11 Settembre 2026 | Giornaliero |
| SMCO · Tidal Trust II | 1,13% | 4.608 NS | 31 Luglio 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,65% | 22.902 SH | 19 Agosto 2026 | Giornaliero |
| TPOR · Direxion Shares ETF Trust | 0,52% | 265 NS | 31 Luglio 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,47% | 28 NS | 31 Luglio 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,42% | 1.570 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,31% | 353.441 SH | 19 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,31% | 43.095 SH | 19 Agosto 2026 | Giornaliero |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,30% | 3.646 SH | 02 Ottobre 2026 | Giornaliero |
| ISCG · iShares Trust | 0,30% | 8.424 SH | 11 Settembre 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,26% | 2.933 NS | 31 Luglio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,23% | 4.356 NS | 31 Luglio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 11.635 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,20% | 391 NS | 31 Luglio 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,18% | 3.944 NS | 31 Luglio 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,15% | 31.602 SH | 19 Agosto 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,14% | 5.123 SH | 02 Ottobre 2026 | Giornaliero |
| ESML · iShares Trust | 0,14% | 10.998 SH | 11 Settembre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,13% | 306.077 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,13% | 611.770 SH | 19 Agosto 2026 | Giornaliero |
| FIDU · FIDELITY COVINGTON TRUST | 0,13% | 8.501 NS | 31 Luglio 2026 | N-PORT |
| SMMD · iShares Trust | 0,13% | 14.232 SH | 11 Settembre 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,13% | 56.403 NS | 31 Luglio 2026 | N-PORT |
| IYJ · iShares Trust | 0,12% | 6.339 SH | 11 Settembre 2026 | Giornaliero |
| IWS · iShares Trust | 0,09% | 40.047 SH | 11 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,08% | 1.629 SH | 11 Settembre 2026 | Giornaliero |
| IWR · iShares Trust | 0,07% | 109.674 SH | 11 Settembre 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,06% | 2.446 NS | 31 Luglio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 824 NS | 31 Luglio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 20.900 NS | 31 Luglio 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 1.016 SH | 02 Ottobre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,03% | 45.114 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 3.070 NS | 31 Luglio 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,03% | 156 NS | 31 Luglio 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 16.110 SH | 19 Agosto 2026 | Giornaliero |
| IUSV · iShares Trust | 0,03% | 23.161 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,02% | 59.200 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 846.427 SH | 19 Agosto 2026 | Giornaliero |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 872 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 4.475 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 2.257 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,02% | 6.022 SH | 19 Agosto 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,02% | 1.134 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 5.965 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.882 SH | 02 Ottobre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 3.791 SH | 02 Ottobre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,01% | 7.912 NS | 31 Luglio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 856 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 18.222 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,01% | 1.110 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,01% | 34.541 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 7.293 SH | 10 Settembre 2026 | Giornaliero |
| DFAT · Dimensional ETF Trust | 0,01% | 4.278 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 21.880 SH | 19 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | · | 935.742 SH | 11 Settembre 2026 | Giornaliero |
| IJJ · iShares Trust | · | 135.995 SH | 21 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | · | 3.644 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 1.195 SH | 11 Settembre 2026 | Giornaliero |
SAIA Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
21 analisti · 2026-10-02Target medio $434.38 +26,6%
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 |
|---|---|---|---|---|---|---|
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | · |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | · |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | · |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | · |
| UHAL | · | · | 3.6% | 1.4% | 1.1% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
| ARCB | · | 28.3 | -4.0% | 1.5% | 4.6% | · |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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