BLDR Builders FirstSource, Inc. Common Stock
NYSE · Building · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 7月 30, 2026
$56.25
· 52週範囲の%
· 安値より上
· 高値へ
$54.7552週安値
$131.5052週高値
時価総額 (MRQ)
$6.05B
P/E (TTM)
61.1
EPS (TTM)
$0.92
収益 (TTM)
$14.45B
あなたのバッジ
52週レンジ
$55–$132
アナリスト評価
HOLD
目標株価
$81
P/E
61.1
ROE
2.5%
純利益率
0.71%
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BLDR 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
株価
$56.25
時価総額 (MRQ)
$6.05B
P/E (TTM)
61.1
EPS (TTM)
$0.92
収益 (TTM)
$14.45B
ROE (TTM)
2.5%
52週レンジ
$55–$132
BLDR 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
範囲
バー
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Builders FirstSource, Inc. Common Stock について Wikipediaからの企業概要
Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.
History
In 1998, private investment firm JLL Partners acquired Builders' Supply and Lumber Company from the Pulte Corporation, forming Builders FirstSource. Over the next five years the company acquired 23 companies and grew revenue to $2 billion. The company was taken public in 2005 and began trading on the NYSE.
In 2015, Builders FirstSource acquired ProBuild. This acquisition resulted in a combined entity with $6.1 billion in combined 2014 revenue and over 430 locations across 40 states. In 2018, the revenue of the combined company was $7.7 Billion.
In December 2019, Builders FirstSource acquired Raney Components, LLC and Raney Construction, Inc, located in Groveland, Florida.This business unit now operates under the name Florida Construction Services.
In January 2020, Builders FirstSource acquired Bianchi & Company, Inc, a millwork supplier and install company located in Charlotte, North Carolina, and TW Perry, a Maryland-Based Building Materials Distributor.
In August 2020, Builders FirstSource announced a merger with BMC Stock Holdings in an all-stock deal valued at approximately $2.5 billion. The merger combined two of the largest U.S. building materials distributors and created a company with more than $11 billion in annual sales, approximately 26,000 employees, and a network of about 550 distribution and manufacturing locations across more than 40 U.S. states. The deal was completed in January 2021, at which point it was announced that former BMC president and CEO Dave Flitman would be appointed CEO following a 90-day transition period. Following the closing, the combined company retained the Builders FirstSource branding. In April 2021, Flitman became CEO, succeeding Chad Crow who had served in that role from 2017 until his retirement that year.
Also in 2021, Builders FirstSource acquired the parent company of Alliance Lumber, the largest independently operated supplier of building materials in Arizona, for $400 million, and California TrusFrame, the state's largest independent truss manufacturer, for $180 million, and building products software solutions and services provider WTS Paradigm for $450 million.
In August 2021, Builders FirstSource initiated a stock buyback program. Since then, the company has repurchased 102.6 million shares of its common stock as of May 2026. That represents approximately 50% of its total shares outstanding, at an average price of $81.26 per share for a total cost of $8.3 billion, inclusive of applicable fees and taxes.
In November 2022, Dave Rush was named CEO. He served in the role until his retirement in 2024 after 25 years with the company. In November 2024, Peter Jackson succeeded Rush as the company’s CEO. Prior to being named CEO, Jackson served as Builders FirstSource’s CFO.
In 2022, Builders FirstSource acquired Trussway, a Houston-based supplier of prefabricated wood framing components, HomCo, an Arizona-based lumber and hardware supplier, and New England-based National Lumber, as well as Panel Truss and Valley Truss.
Between 2023 and 2025, Builders FirstSource acquired 21 companies, expanding the company’s offerings and customer base significantly, including Alpine Lumber with 18 locally-managed retail lumber locations across Colorado and northern New Mexico and over $500 million in sales for 2024, Noltex Truss, a North Texas truss manufacturer, Kleet Lumber, High Mountain Door & Trim, Reno Truss, Sunrise Wood Designs, Wyoming Millwork, Western Truss, components installer CRi, Pleasant Valley Homes, a Pennsylvania-based wholesale manufacturer of modular homes, O.C. Cluss Lumber & Building Supplies, St. George Truss Co., Rystin Construction, Builder’s Door & Trim, and Lengefeld Lumber.
In January 2026, Builders FirstSource acquired the assets of Premium Building Components, a N.Y.-based wall panel and truss supplier, and later that year, Glecker and Sons Building Supplies. In August of 2026, they partnered with Digs, an AI platform for homeowners and home builders. Building FirstSource is providing the Series A funding for Digs at $25.3 million.
Products & Services
Builders FirstSource provides a wide range of building materials to homebuilders, contractors and professional remodelers. The company manufactures structural components including roof and floor trusses, wall panels, and pre-cut framing systems as well as windows and pre-hung doors.
Through the November 2025 acquisition of Pennsylvania-based Pleasant Valley Homes, Builders FirstSource manufacturers and sells modular homes to home builders and other wholesale customers across ten northeastern states.
In various markets, Builders FirstSource also offers turnkey installation services for categories including framing, windows and doors, siding, walls panels, trusses and more.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
セクターIndustrials
業種Building
従業員28,000
国US
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益$15.19B2016-12-31 → 2025-12-31
EPS$3.892016-12-31 → 2025-12-31
フリーキャッシュフロー$853M2016-12-31 → 2025-12-31
純利益率0.71%2016-12-31 → 2025-12-31
バリュエーションと指標
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
| 指標 | 5年トレンド | BLDR | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 61.15年平均 ≈14.0 | ≈14.0 | 30.4 | 割高 | |
| P/S (TTM) | 0.45年平均 ≈0.8 | ≈0.8 | 2.9 | 割安 | |
| 株価純資産倍率 (MRQ) | 1.55年平均 ≈3.1 | ≈3.1 | 3.3 | 割安 | |
| 株価FCF倍率 (TTM) | 9.55年平均 ≈9.7 | ≈9.7 | · | · | |
| 株価収益率（P/CF） (TTM) | 6.75年平均 ≈7.6 | ≈7.6 | 14.5 | 割安 | |
| 株価純資産倍率（P/TB） (MRQ) | 2.0 | · | · | · | |
| PEG Ratio (PEGレシオ) | ≈7.7 | · | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
| 指標 | 5年トレンド | BLDR | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 29.2%5年平均 ≈32.4% | ≈32.4% | 38.2% | 弱い | |
| 営業利益率 (TTM) | 3.0%5年平均 ≈11.2% | ≈11.2% | 14.8% | 弱い | |
| EBITDAマージン (TTM) | 7.1%5年平均 ≈14.3% | ≈14.3% | 16.0% | 弱い | |
| 税引前利益率 (TTM) | 1.0%5年平均 ≈10.1% | ≈10.1% | 13.5% | 弱い | |
| 純利益率 (TTM) | 0.71%5年平均 ≈7.8% | ≈7.8% | 10.7% | 弱い | |
| ROA (TTM) | 0.90%5年平均 ≈15.6% | ≈15.6% | 7.5% | 弱い | |
| ROE (TTM) | 2.5%5年平均 ≈31.1% | ≈31.1% | 12.6% | 弱い | |
| ROIC | 15.3%5年平均 ≈35.3% | ≈35.3% | 14.5% | 同水準 |
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
| 指標 | 5年トレンド | BLDR | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 流動比率 (MRQ) | 1.85年平均 ≈1.8 | ≈1.8 | 1.9 | 同水準 | |
| Quick Ratio (クイックレシオ) | 0.85年平均 ≈0.8 | ≈0.8 | 1.0 | 低流動性 |
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
| 指標 | 5年トレンド | BLDR | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益（前年比）) | -7.4%5年平均 ≈22.1% | ≈22.1% | · | · | |
| Revenue CAGR 3Y (収益（3年CAGR）) | -12.6%5年平均 ≈2.4% | ≈2.4% | · | · | |
| Revenue CAGR 5Y (収益（5年CAGR）) | 12.2% | · | · | · | |
| EPS YoY | -57.1%5年平均 ≈41.4% | ≈41.4% | · | · | |
| Net Income YoY (純利益（前年比）) | -59.6%5年平均 ≈75.2% | ≈75.2% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -38.6%5年平均 ≈9.5% | ≈9.5% | · | · | |
| EPS CAGR 5Y (EPS年平均成長率 5年) | 7.9% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -45.9%5年平均 ≈3.2% | ≈3.2% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | 6.8% | · | · | · |
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
| 指標 | 5年トレンド | BLDR | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 1.45年平均 ≈1.9 | ≈1.9 | 0.8 | トップクラス | |
| Inventory Turnover (棚卸資産回転率) | 9.25年平均 ≈9.6 | ≈9.6 | 4.7 | トップクラス | |
| Receivables Turnover (売掛金回転率) | 13.75年平均 ≈13.6 | ≈13.6 | 8.7 | トップクラス | |
| Revenue / Employee (年間売上高 ÷ 従業員数（yfinanceの報告ヘッドカウント）。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$542.5K | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
平均サプライズ
-3.7%
次回決算
10月 28, 2026
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | 7月 29, 2026 | $1.17 | $1.29 | -9.5% |
| 2026年3月31日 | $0.27 | $0.38 | -28.4% | |
| 2025年12月31日 | $1.12 | $1.27 | -11.6% | |
| 2025年9月30日 | $1.88 | $1.67 | 12.5% | |
| 2025年6月30日 | $2.38 | $2.32 | 2.4% | |
| 2025年3月31日 | $1.51 | $1.34 | 12.5% |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Cost of Revenue | $10.57B | $11.02B | $11.08B | $14.98B | $14.04B | $6.34B | $5.30B | $5.80B | $5.31B | $4.77B | $2.66B | $1.25B | |
| Gross Profit | $4.62B | $5.38B | $6.01B | $7.74B | $5.85B | $2.22B | $1.98B | $1.92B | $1.73B | $1.60B | $901M | $357M | |
| SG&A Expense | $3.83B | $3.79B | $3.84B | $3.97B | $3.46B | $1.68B | $1.58B | $1.55B | $1.44B | $1.36B | $811M | $307M | |
| Operating Income | $786M | $1.60B | $2.18B | $3.77B | $2.39B | $544M | $392M | $369M | $285M | $236M | $91M | $50M | |
| Interest Expense | · | · | · | · | · | · | · | · | $193M | $215M | $109M | $30M | |
| Pretax Income | $512M | $1.39B | $1.98B | $3.57B | $2.25B | $408M | $283M | $261M | $92M | $22M | $-18M | $19M | |
| Income Tax | $77M | $310M | $444M | $822M | $526M | $95M | $61M | $56M | $53M | $-123M | $4M | $1M | |
| Net Income | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| EPS (Basic) | $3.91 | $9.13 | $12.06 | $16.98 | $8.55 | $2.69 | $1.92 | $1.79 | $0.34 | $1.30 | $-0.22 | $0.19 | |
| EPS (Diluted) | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | $-0.22 | $0.18 | |
| Shares (Basic) | 111,421,000 | 118,038,000 | 127,777,000 | 161,960,000 | 201,839,000 | 116,611,000 | 115,713,000 | 114,586,000 | 112,587,000 | 110,754,000 | 103,190,000 | 98,050,000 | |
| Shares (Diluted) | 111,822,000 | 118,980,000 | 128,998,000 | 163,481,000 | 203,470,000 | 117,917,000 | 117,025,000 | 116,554,000 | 115,597,000 | 113,585,000 | 103,190,000 | 100,522,000 | |
| EBITDA | $1.38B | $2.16B | $2.73B | $4.27B | $2.93B | · | $492M | $467M | $378M | $236M | $91M | $50M |
貸借対照表
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $182M | $154M | $66M | $80M | $43M | $424M | $14M | $10M | $58M | $14M | $65M | $18M | |
| Receivables | $1.06B | $1.16B | $1.44B | $1.45B | $1.71B | $823M | $615M | $654M | $632M | $569M | $529M | $140M | |
| Inventory | $1.09B | $1.21B | $1.23B | $1.43B | $1.63B | $785M | $561M | $597M | $602M | $542M | $513M | $138M | |
| Other Current Assets | $127M | $117M | $113M | $124M | $128M | $59M | $39M | $44M | $34M | $35M | $30M | $11M | |
| Current Assets | $2.93B | $3.14B | $3.30B | $3.50B | $3.97B | $2.22B | $1.31B | $1.37B | $1.40B | $1.22B | $1.19B | $332M | |
| PP&E (Net) | $2.20B | $1.96B | $1.80B | $1.57B | $1.39B | $749M | $722M | $670M | $639M | $656M | $734M | $76M | |
| PP&E (Gross) | $3.65B | $3.17B | $2.82B | $2.41B | $2.06B | $1.27B | $1.17B | $1.06B | $964M | $925M | $923M | $228M | |
| Accum. Depreciation | $1.45B | $1.21B | $1.01B | $838M | $672M | $524M | $449M | $390M | $325M | $269M | $188M | $152M | |
| Goodwill | $4.14B | $3.68B | $3.56B | $3.46B | $3.27B | $785M | $769M | $740M | $740M | $740M | $740M | $140M | |
| Intangibles | $1.18B | $1.10B | $1.30B | $1.55B | $1.60B | $120M | $128M | $103M | $133M | $159M | $190M | $17M | |
| Other Non-current Assets | $140M | $104M | $38M | $36M | $29M | $21M | $22M | $22M | $23M | $18M | $17M | $8M | |
| Total Assets | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Accounts Payable | $715M | $868M | $881M | $803M | $1.09B | $600M | $437M | $423M | $514M | $410M | $365M | $74M | |
| Accrued Liabilities | $566M | $634M | $718M | $739M | $719M | $327M | $309M | $293M | $272M | $293M | $294M | $68M | |
| Current Liabilities | $1.57B | $1.78B | $1.86B | $1.84B | $2.13B | $1.07B | $821M | $731M | $798M | $755M | $735M | $172M | |
| Capital Leases | $548M | $525M | $434M | $404M | $375M | $219M | $237M | $6M | $9M | $4M | $1M | · | |
| Deferred Tax | $178M | $148M | $167M | $270M | $362M | $49M | $37M | · | · | · | $12M | $6M | |
| Other Non-current Liabilities | $158M | $135M | $125M | $138M | $120M | $80M | $52M | $59M | $60M | $60M | $64M | $10M | |
| Total Liabilities | $6.89B | $6.29B | $5.77B | $5.63B | $5.91B | $3.02B | $2.42B | $2.34B | $2.63B | $2.60B | $2.73B | $534M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Common Stock | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $982.0K | |
| Retained Earnings | $154M | $24M | $460M | $704M | $540M | $562M | $249M | $35M | $-172M | $-219M | $-364M | $-341M | |
| Stockholders' Equity | $4.35B | $4.30B | $4.73B | $4.96B | $4.80B | $1.15B | $825M | $596M | $376M | $310M | $149M | $40M | |
| Liabilities + Equity | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Shares Outstanding | 110,585,000 | 113,578,000 | 121,857,000 | 138,864,000 | 179,820,000 | 116,829,000 | 116,052,000 | 115,078,000 | 113,572,000 | 111,564,000 | 109,726,000 | 98,226,000 |
キャッシュフロー
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $591M | $562M | $558M | $497M | $547M | $117M | $100M | $98M | $93M | $110M | $58M | · | |
| Stock-based Comp | $54M | $63M | $49M | $31M | $31M | $17M | $12M | $14M | $14M | $11M | $7M | $6M | |
| Deferred Tax | $7M | $-19M | $-102M | $-92M | $-35M | $17M | $51M | $52M | $49M | $-125M | $3M | $524.0K | |
| Amort. of Intangibles | $297M | $305M | $336M | $303M | $358M | $22M | $16M | $24M | $22M | $23M | $12M | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $581.0K | $4M | $515.0K | |
| Other Non-cash | $129M | $189M | $262M | $414M | $-526M | · | $119M | $-87M | $-16M | · | · | · | |
| Operating Cash Flow | $1.22B | $1.87B | $2.31B | $3.60B | $1.74B | $260M | $504M | $283M | $179M | $158M | $177M | $27M | |
| CapEx | $363M | $381M | $476M | $340M | $228M | $112M | $113M | $101M | $62M | $43M | $44M | $26M | |
| Investing Cash Flow | $-1.47B | $-711M | $-668M | $-957M | $-1.34B | $-136M | $-199M | $-97M | $-59M | $-38M | $-1.51B | $-95M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $111M | · | |
| Stock Repurchased | $414M | $1.52B | $1.81B | $2.59B | $1.71B | $4M | $10M | $5M | $3M | $1M | $986.0K | $1M | |
| Net Stock Activity | $-414M | $-1.52B | $-1.85B | $-2.63B | $-1.71B | · | $-10M | $-5M | $-3M | $-1M | $110M | $-1M | |
| Financing Cash Flow | $279M | $-1.07B | $-1.65B | $-2.60B | $-780M | $286M | $-301M | $-234M | $-76M | $-171M | $1.38B | $30M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $43M | $-51M | $47M | $-37M | |
| Taxes Paid | $68M | $373M | $579M | $936M | $633M | $43M | $18M | $3M | $6M | $3M | $1M | $456.0K | |
| Free Cash Flow | $853M | $1.49B | $1.83B | $3.26B | $1.52B | · | $391M | $181M | $116M | $116M | $133M | $2M | |
| Levered FCF | · | · | · | · | · | · | · | · | $35M | $-1.31B | $-2M | $-27M |
収益性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% | · | 27.2% | 24.9% | 24.6% | 25.1% | 25.3% | 22.3% | |
| Operating Margin | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% | · | 5.4% | 4.8% | 4.0% | 3.7% | 2.5% | 3.1% | |
| Net Margin | 2.9% | 6.6% | 9.0% | 12.1% | 8.7% | · | 3.0% | 2.7% | 0.55% | 2.3% | -0.64% | 1.1% | |
| Pretax Margin | 3.4% | 8.5% | 11.6% | 15.7% | 11.3% | · | 3.9% | 3.4% | 1.3% | 0.34% | -0.52% | 1.2% | |
| EBITDA Margin | 9.1% | 13.2% | 16.0% | 18.8% | 14.8% | · | 6.8% | 6.0% | 5.4% | 3.7% | 2.5% | 3.1% | |
| ROA | 4.0% | 10.2% | 14.6% | 25.8% | 23.2% | · | 7.2% | 6.9% | 1.3% | 5.0% | -1.3% | 3.3% | |
| ROE | 10.2% | 24.7% | 33.1% | 54.0% | 33.4% | · | 27.7% | 36.2% | 11.3% | 62.9% | -24.1% | 65.3% | |
| ROIC | 15.3% | 28.8% | 35.7% | 58.5% | 38.1% | · | 37.3% | 48.7% | 32.0% | 508.5% | 75.1% | 11.1% |
流動性と支払能力
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 | · | 1.6 | 1.9 | 1.7 | 1.6 | 1.6 | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 9.5 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 8.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 1.5 | 1.1 | 0.8 | 1.6 |
効率性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.6 | 1.6 | 2.1 | 2.7 | · | 2.4 | 2.6 | 2.4 | 2.2 | 2.1 | 2.9 | |
| Inventory Turnover | 9.2 | 9.0 | 8.4 | 9.8 | 11.7 | · | 9.2 | 9.7 | 9.3 | 9.0 | 8.2 | 9.5 | |
| Receivables Turnover | 13.7 | 12.6 | 11.9 | 14.4 | 15.7 | · | 11.5 | 12.0 | 11.7 | 11.6 | 10.7 | 11.0 |
1株あたり
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $39.36 | $37.83 | $38.84 | $35.74 | $26.71 | · | $7.11 | $5.18 | $3.31 | $2.78 | $1.36 | $0.41 | |
| Revenue / Share | $135.85 | $137.84 | $132.54 | $139.02 | $97.77 | · | $62.21 | $66.28 | $60.85 | $56.06 | $34.54 | $15.96 | |
| Cash Flow / Share | $10.87 | $15.74 | $17.88 | $22.02 | $8.57 | · | $4.31 | $2.43 | $1.54 | $1.39 | $1.72 | $0.27 | |
| Cash / Share | $1.64 | $1.35 | $0.54 | $0.58 | $0.24 | · | $0.12 | $0.09 | $0.51 | $0.13 | $0.59 | $0.18 | |
| EPS (TTM) | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | $-0.22 | $0.18 |
成長率
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -7.4% | -4.1% | -24.8% | 14.2% | 132.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -12.6% | -6.2% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -57.1% | -24.1% | -29.0% | 98.4% | 218.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -38.6% | 2.2% | 65.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -59.6% | -30.0% | -44.0% | 59.4% | 450.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -45.9% | -14.5% | 70.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM）
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Net Income TTM | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| Market Cap | $11.38B | $16.23B | $20.34B | $9.01B | $15.41B | · | $2.95B | $1.26B | $2.47B | $1.22B | $1.22B | $675M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $1.04B | |
| P/E | 26.4 | 15.8 | 14.0 | 3.9 | 10.1 | 15.3 | 13.4 | 6.2 | 64.1 | 8.6 | -50.4 | 38.2 | |
| P/S | 0.7 | 1.0 | 1.2 | 0.4 | 0.8 | · | 0.4 | 0.2 | 0.4 | 0.2 | 0.3 | 0.4 | |
| P/B | 2.6 | 3.8 | 4.3 | 1.8 | 3.2 | · | 3.6 | 2.1 | 6.6 | 4.0 | 8.1 | 16.8 | |
| P / Tangible Book | · | · | · | · | · | 19.3 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.7 | 8.8 | 2.5 | 8.8 | · | 5.9 | 4.4 | 13.9 | 7.7 | 6.9 | 24.5 | |
| P / FCF | 13.3 | 10.9 | 11.1 | 2.8 | 10.2 | · | 7.5 | 6.9 | 21.3 | 10.6 | 9.1 | 379.7 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | 20.8 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | · | 585.8 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 0.6 | |
| Earnings Yield | 3.8% | 6.3% | 7.1% | 25.9% | 9.9% | 6.5% | 7.5% | 16.1% | 1.6% | 11.6% | -2.0% | 2.6% |
損益計算書
| 指標 | トレンド | 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 | $3.86B | $3.29B | $3.36B | $3.94B | $4.23B | $3.66B | $3.82B | $4.23B | $4.46B | $3.89B | $4.15B | $4.53B | $4.53B | $3.88B | $4.36B | $5.76B | |
| Cost of Revenue | $2.78B | $2.36B | $2.36B | $2.74B | $2.94B | $2.54B | $2.59B | $2.85B | $2.99B | $2.59B | $2.69B | $2.95B | $2.93B | $2.51B | $2.87B | $3.75B | |
| Gross Profit | $1.09B | $929M | $1.00B | $1.20B | $1.30B | $1.12B | $1.23B | $1.39B | $1.46B | $1.30B | $1.46B | $1.58B | $1.59B | $1.37B | $1.49B | $2.01B | |
| SG&A Expense | $958M | $912M | $940M | $971M | $988M | $931M | $930M | $958M | $973M | $926M | $974M | $939M | $1.02B | $904M | $959M | $1.00B | |
| Operating Income | $129M | $17M | $62M | $229M | $311M | $184M | $304M | $428M | $489M | $374M | $490M | $642M | $577M | $467M | $526M | $1.01B | |
| Pretax Income | $52M | $-58M | $-6M | $160M | $239M | $120M | $251M | $374M | $437M | $325M | $444M | $591M | $524M | $425M | $484M | $970M | |
| Income Tax | $56M | $-10M | $-37M | $37M | $54M | $23M | $61M | $89M | $93M | $66M | $93M | $140M | $119M | $91M | $99M | $232M | |
| Net Income | $-4M | $-47M | $31M | $122M | $185M | $96M | $190M | $285M | $344M | $259M | $351M | $451M | $405M | $334M | $385M | $738M | |
| EPS (Basic) | $-0.04 | $-0.43 | $0.28 | $1.11 | $1.67 | $0.85 | $1.67 | $2.45 | $2.89 | $2.12 | $2.81 | $3.62 | $3.19 | $2.44 | $2.83 | $4.75 | |
| EPS (Diluted) | $-0.04 | $-0.43 | $0.29 | $1.10 | $1.66 | $0.84 | $1.65 | $2.44 | $2.87 | $2.10 | $2.78 | $3.59 | $3.16 | $2.41 | $2.79 | $4.72 | |
| Shares (Basic) | 107,564,000 | 109,870,000 | · | 110,547,000 | 110,922,000 | 113,675,000 | · | 116,176,000 | 119,244,000 | 121,972,000 | · | 124,577,000 | 126,977,000 | 137,074,000 | · | 155,309,000 | |
| Shares (Diluted) | 107,564,000 | 109,870,000 | · | 110,930,000 | 111,196,000 | 114,339,000 | · | 116,940,000 | 120,072,000 | 123,371,000 | · | 125,792,000 | 128,066,000 | 138,412,000 | · | 156,493,000 | |
| EBITDA | $129M | $165M | · | $229M | $311M | $329M | · | $428M | $489M | $514M | · | $642M | $577M | $604M | · | $1.01B |
貸借対照表
| 指標 | トレンド | 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 | $66M | $98M | $182M | $296M | $87M | $115M | $154M | $328M | $76M | $697M | · | $88M | $89M | $144M | · | $85M | |
| Receivables | $1.30B | $1.16B | $1.06B | $1.25B | $1.33B | $1.25B | $1.16B | $1.37B | $1.48B | $1.39B | · | $1.62B | $1.62B | $1.43B | · | $1.92B | |
| Inventory | $1.27B | $1.19B | $1.09B | $1.18B | $1.31B | $1.35B | $1.21B | $1.20B | $1.29B | $1.36B | · | $1.33B | $1.36B | $1.34B | · | $1.76B | |
| Other Current Assets | $133M | $129M | $127M | $121M | $131M | $132M | $117M | $109M | $124M | $120M | · | $101M | $99M | $116M | · | $142M | |
| Current Assets | $3.24B | $3.12B | $2.93B | $3.30B | $3.29B | $3.28B | $3.14B | $3.47B | $3.45B | $3.94B | · | $3.57B | $3.61B | $3.35B | · | $4.42B | |
| PP&E (Net) | $2.11B | $2.16B | $2.20B | $2.20B | $2.19B | $2.17B | $1.96B | $1.94B | $1.90B | $1.84B | · | $1.76B | $1.68B | $1.61B | · | $1.49B | |
| PP&E (Gross) | · | · | $3.65B | · | · | · | $3.17B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.45B | · | · | · | $1.21B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.15B | $4.14B | $4.14B | $4.00B | $3.99B | $3.97B | $3.68B | $3.65B | $3.60B | $3.58B | $3.56B | $3.52B | $3.50B | $3.50B | $3.46B | $3.45B | |
| Intangibles | $1.05B | $1.11B | $1.18B | $1.20B | $1.26B | $1.32B | $1.10B | $1.14B | $1.17B | $1.24B | · | $1.35B | $1.41B | $1.49B | · | $1.64B | |
| Other Non-current Assets | $137M | $139M | $140M | $134M | $131M | $112M | $104M | $89M | $80M | $54M | · | $40M | $55M | $51M | · | $35M | |
| Total Assets | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Accounts Payable | $1.03B | $925M | $715M | $961M | $1.01B | $1.02B | $868M | $1.02B | $1.03B | $1.02B | · | $1.03B | $1.06B | $939M | · | $1.09B | |
| Accrued Liabilities | $481M | $531M | $566M | $579M | $530M | $483M | $634M | $645M | $577M | $484M | · | $712M | $600M | $593M | · | $851M | |
| Current Liabilities | $1.81B | $1.77B | $1.57B | $1.85B | $1.83B | $1.80B | $1.78B | $1.96B | $1.89B | $1.78B | · | $2.03B | $1.96B | $1.83B | · | $2.29B | |
| Capital Leases | $534M | $543M | $548M | $531M | $531M | $526M | $525M | $532M | $452M | $445M | · | $417M | $409M | $404M | · | $415M | |
| Deferred Tax | $238M | $230M | $178M | $172M | $116M | $138M | $148M | $121M | $140M | $159M | · | $197M | $232M | $248M | · | $305M | |
| Other Non-current Liabilities | $154M | $141M | $158M | $138M | $135M | $137M | $135M | $135M | $131M | $125M | · | $120M | $124M | $141M | · | $130M | |
| Total Liabilities | $7.32B | $7.30B | $6.89B | $7.11B | $7.29B | $7.07B | $6.29B | $6.45B | $6.42B | $6.21B | · | $6.16B | $6.39B | $5.82B | · | $6.31B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $-4M | $0 | $154M | $122M | · | $108M | $24M | $179M | $54M | $699M | · | $318M | $92M | $410M | · | $970M | |
| Stockholders' Equity | $4.01B | $4.00B | $4.35B | $4.32B | $4.18B | $4.37B | $4.30B | $4.45B | $4.30B | $4.96B | $4.73B | $4.58B | $4.34B | $4.66B | $4.96B | $5.22B | |
| Liabilities + Equity | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Shares Outstanding | 107,594,000 | 107,518,000 | 110,585,000 | 110,552,000 | 110,537,000 | 113,726,000 | 113,578,000 | 115,557,000 | 116,451,000 | 122,049,000 | 121,857,000 | 123,400,000 | 125,032,000 | 131,767,000 | 138,864,000 | 148,994,000 |
キャッシュフロー
| 指標 | トレンド | 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 | $150M | $148M | $151M | $148M | $148M | $145M | $136M | $142M | $143M | $140M | $142M | $141M | $139M | $137M | $142M | $126M | |
| Stock-based Comp | $7M | $14M | $7M | $16M | $16M | $14M | $12M | $17M | $17M | $17M | $13M | $12M | $12M | $11M | $5M | $8M | |
| Deferred Tax | $9M | $51M | $-17M | $56M | $-22M | $-11M | $27M | $-19M | $-19M | $-8M | $-30M | $-35M | $-16M | $-21M | $-35M | $-35M | |
| Amort. of Intangibles | $72M | $73M | $76M | $74M | $74M | $73M | $68M | $76M | $81M | $80M | $83M | $84M | $85M | $85M | $90M | $77M | |
| Other Non-cash | · | $-78M | · | · | · | $-113M | · | · | · | $-91M | · | · | · | $194M | · | · | |
| Operating Cash Flow | $68M | $87M | $195M | $548M | $341M | $132M | $373M | $730M | $452M | $317M | $612M | $649M | $391M | $654M | $971M | $1.50B | |
| CapEx | $38M | $47M | $88M | $86M | $89M | $100M | $100M | $100M | $88M | $93M | $100M | $145M | $125M | $106M | $135M | $86M | |
| Investing Cash Flow | $-49M | $-58M | $-305M | $-102M | $-147M | $-912M | $-176M | $-219M | $-165M | $-151M | $-192M | $-164M | $-133M | $-179M | $-140M | $-510M | |
| Stock Repurchased | $3M | $300M | $0 | $1.0K | $402M | $12M | $364M | $153M | $983M | $17M | $219M | $178M | $755M | $604M | $614M | $686M | |
| Net Stock Activity | · | $-300M | · | · | · | $-12M | · | · | · | $-17M | · | · | · | $-627M | · | · | |
| Financing Cash Flow | $-51M | $-113M | $-4M | $-236M | $-222M | $741M | $-372M | $-258M | $-909M | $465M | $-441M | $-486M | $-313M | $-412M | $-836M | $-1.07B | |
| Taxes Paid | $5M | $730.0K | $-5M | $11M | $60M | $2M | $61M | $110M | $199M | $3M | $135M | $147M | $293M | $4M | $145M | $360M | |
| Free Cash Flow | · | $41M | · | · | · | $32M | · | · | · | $224M | · | · | · | $549M | · | · |
収益性
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.1% | 28.3% | · | 30.4% | 30.7% | 30.5% | · | 32.8% | 32.8% | 33.4% | · | 34.9% | 35.2% | 35.3% | · | 35.0% | |
| Operating Margin | 3.3% | 0.50% | · | 5.8% | 7.3% | 5.0% | · | 10.1% | 11.0% | 9.6% | · | 14.1% | 12.7% | 12.0% | · | 17.6% | |
| Net Margin | -0.10% | -1.4% | · | 3.1% | 4.4% | 2.6% | · | 6.7% | 7.7% | 6.7% | · | 10.0% | 8.9% | 8.6% | · | 12.8% | |
| Pretax Margin | 1.4% | -1.8% | · | 4.0% | 5.7% | 3.3% | · | 8.8% | 9.8% | 8.4% | · | 13.0% | 11.6% | 10.9% | · | 16.8% | |
| EBITDA Margin | 3.3% | 5.0% | · | 5.8% | 7.3% | 9.0% | · | 10.1% | 11.0% | 13.2% | · | 14.1% | 12.7% | 15.6% | · | 17.6% | |
| ROA | -0.03% | -0.42% | · | 1.1% | 1.7% | 0.85% | · | 2.6% | 3.2% | 2.4% | · | 4.0% | 3.5% | 3.0% | · | 6.6% | |
| ROE | -0.10% | -1.1% | · | 2.8% | 4.4% | 2.1% | · | 6.3% | 8.0% | 5.4% | · | 9.2% | 8.5% | 6.8% | · | 13.7% | |
| ROIC | -0.24% | 0.34% | · | 4.1% | 5.8% | 3.4% | · | 7.3% | 8.9% | 6.0% | · | 10.7% | 10.3% | 7.9% | · | 14.8% |
流動性と支払能力
| 指標 | トレンド | 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 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 2.2 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.8 | 1.2 | · | 0.8 | 0.9 | 0.9 | · | 0.9 |
効率性
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | |
| Inventory Turnover | 2.2 | 1.9 | · | 2.3 | 2.3 | 1.9 | · | 2.2 | 2.3 | 1.9 | · | 1.9 | 1.7 | 1.4 | · | 2.2 | |
| Receivables Turnover | 2.9 | 2.7 | · | 3.0 | 3.0 | 2.8 | · | 2.8 | 2.9 | 2.8 | · | 2.6 | 2.2 | 2.1 | · | 2.8 |
1株あたり
| 指標 | トレンド | 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 | $37.22 | $37.24 | · | $39.04 | $37.80 | $38.46 | · | $38.48 | $36.97 | $40.61 | · | $37.12 | $34.73 | $35.34 | · | $35.07 | |
| Revenue / Share | $35.91 | $29.92 | · | $35.53 | $38.08 | $31.99 | · | $36.19 | $37.11 | $31.54 | · | $36.05 | $35.36 | $28.06 | · | $36.82 | |
| Cash Flow / Share | · | $0.80 | · | · | · | $1.16 | · | · | · | $2.57 | · | · | · | $4.73 | · | · | |
| Cash / Share | $0.61 | $0.91 | · | $2.68 | $0.79 | $1.01 | · | $2.84 | $0.65 | $5.71 | · | $0.71 | $0.71 | $1.10 | · | $0.57 | |
| EPS (TTM) | $0.92 | $2.62 | · | $5.25 | $6.59 | $7.80 | · | $10.19 | $11.34 | $11.63 | · | $11.95 | $13.08 | $15.67 | · | $16.31 |
バリュエーション（TTM）
| 指標 | トレンド | 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 | $14.45B | $14.82B | · | $15.65B | $15.94B | $16.17B | · | $16.73B | $17.03B | $17.11B | · | $17.30B | $18.53B | $20.93B | · | $23.00B | |
| Net Income TTM | $103M | $291M | · | $594M | $756M | $915M | · | $1.24B | $1.41B | $1.47B | · | $1.57B | $1.86B | $2.44B | · | $2.81B | |
| Market Cap | $9.63B | $8.85B | · | $13.40B | $12.90B | $14.21B | · | $22.40B | $16.12B | $25.45B | · | $15.36B | $17.00B | $11.70B | · | $8.78B | |
| P/E | 97.3 | 31.4 | · | 23.1 | 17.7 | 16.0 | · | 19.0 | 12.2 | 17.9 | · | 10.4 | 10.4 | 5.7 | · | 3.6 | |
| P/S | 0.7 | 0.6 | · | 0.9 | 0.8 | 0.9 | · | 1.3 | 0.9 | 1.5 | · | 0.9 | 0.9 | 0.6 | · | 0.4 | |
| P/B | 2.4 | 2.2 | · | 3.1 | 3.1 | 3.2 | · | 5.0 | 3.7 | 5.1 | · | 3.4 | 3.9 | 2.5 | · | 1.7 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | 193.6 | · | · | · | · | · | 65.6 | |
| P / Cash Flow | · | 101.2 | · | · | · | 107.4 | · | · | · | 80.2 | · | · | · | 17.9 | · | · | |
| Earnings Yield | 1.0% | 3.2% | · | 4.3% | 5.7% | 6.2% | · | 5.3% | 8.2% | 5.6% | · | 9.6% | 9.6% | 17.6% | · | 27.7% |
最新期間は左側 · null値は・として表示
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 収益 | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B |
| 粗利益率 % | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% |
| 営業利益率 % | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% |
| 純利益 | $435M | $1.08B | $1.54B | $2.75B | $1.73B |
| 希薄化後EPS | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 |
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流動比率 | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 |
| クイックレシオ | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 |
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $853M | $1.49B | $1.83B | $3.26B | $1.52B |
機関投資家（13F） 743 提出者 · $11.0B合計 · 時点 2026年9月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
保有者
743
保有価値
$11.0B
新規ポジション
100
解消済みポジション
141
機関投資家の動向 — Q2 2026 対 前四半期
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 100 (-19 前期比) | 141 (+22 前期比) | 249 (-34 前期比) | 265 (+15 前期比) | +2.7M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,273,528,692 | 12,377,575 | 11.56% | 株式数 |
| BlackRock, Inc. | $700,934,166 | 7,833,417 | 6.36% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $613,352,382 | 6,854,631 | 5.57% | 株式数 |
| STATE STREET CORP | $433,067,055 | 4,839,758 | 3.93% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372,426,140 | 4,162,116 | 3.38% | 株式数 |
| Capital International Investors | $349,627,083 | 3,907,321 | 3.17% | 株式数 |
| Pictet Asset Management Holding SA | $340,120,280 | 3,801,076 | 3.09% | 株式数 |
| WELLINGTON MANAGEMENT GROUP LLP | $310,070,659 | 3,465,251 | 2.81% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $307,763,089 | 3,439,279 | 2.79% | 株式数 |
| Invesco Ltd. | $299,432,919 | 3,346,367 | 2.72% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $253,156,076 | 2,834,402 | 2.30% | 株式数 |
| Coliseum Capital Management, LLC | $232,488,547 | 2,598,218 | 2.11% | 株式数 |
| Brave Warrior Advisors, LLC | $209,434,293 | 2,340,571 | 1.90% | 株式数 |
| SANDS CAPITAL MANAGEMENT, LLC | $204,303,957 | 2,283,236 | 1.85% | 株式数 |
| D1 Capital Partners L.P. | $146,677,585 | 1,639,222 | 1.33% | 株式数 |
| MORGAN STANLEY | $138,950,771 | 1,552,867 | 1.26% | 株式数 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $134,907,564 | 1,507,684 | 1.22% | 株式数 |
| GOLDMAN SACHS GROUP INC | $124,538,135 | 1,391,799 | 1.13% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $109,347,602 | 1,222,034 | 0.99% | 株式数 |
| Public Sector Pension Investment Board | $96,113,958 | 1,074,139 | 0.87% | 株式数 |
| Holocene Advisors, LP | $95,463,438 | 1,066,869 | 0.87% | 株式数 |
| Capital World Investors | $89,979,567 | 1,005,583 | 0.82% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $83,832,023 | 936,880 | 0.76% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81,933,078 | 915,658 | 0.74% | 株式数 |
| NORTHERN TRUST CORP | $80,380,778 | 898,310 | 0.73% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $79,787,837 | 891,669 | 0.72% | 株式数 |
| AMERIPRISE FINANCIAL INC | $79,469,096 | 888,118 | 0.72% | 株式数 |
| Focus Partners Wealth | $78,920,786 | 881,993 | 0.72% | 株式数 |
| NORGES BANK | $77,038,522 | 860,958 | 0.70% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $72,411,780 | 809,251 | 0.66% | 株式数 |
| FMR LLC | $71,162,484 | 795,290 | 0.65% | 株式数 |
| Loews Corp | $69,794,400 | 780,000 | 0.63% | 株式数 |
| Evercore Wealth Management, LLC | $68,823,185 | 769,146 | 0.62% | 株式数 |
| UBS Group AG | $68,050,792 | 760,514 | 0.62% | 株式数 |
| Atlas FRM LLC | $64,246,640 | 718,000 | 0.58% | 株式数 |
| Clearbridge Investments, LLC | $64,180,973 | 717,266 | 0.58% | 株式数 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $58,736,551 | 656,421 | 0.53% | 株式数 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $58,286,271 | 651,389 | 0.53% | 株式数 |
| JANUS HENDERSON GROUP PLC | $56,704,326 | 688,745 | 0.51% | 株式数 |
| DEUTSCHE BANK AG\ | $55,393,221 | 619,057 | 0.50% | 株式数 |
| Long Focus Capital Management, LLC | $55,209,160 | 617,000 | 0.50% | 株式数 |
| Allianz Asset Management GmbH | $53,995,812 | 603,440 | 0.49% | 株式数 |
| Zurich Insurance Group Ltd/FI | $53,887,809 | 602,233 | 0.49% | 株式数 |
| L1 Capital Pty Ltd | $53,712,070 | 600,269 | 0.49% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $53,652,029 | 599,598 | 0.49% | 株式数 |
| Caisse de depot et placement du Quebec | $53,589,572 | 598,900 | 0.49% | 株式数 |
| Capital Research Global Investors | $53,191,131 | 593,700 | 0.48% | 株式数 |
| Bank of New York Mellon Corp | $49,625,955 | 554,604 | 0.45% | 株式数 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $49,547,045 | 553,722 | 0.45% | 株式数 |
| JPMORGAN CHASE & CO | $46,812,934 | 512,218 | 0.42% | 株式数 |
アクティビストおよび5%超のオーナー 8保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図（アクティビストの保有、取締役会キャンペーン、M&A）を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy ×6 提出書類 | 2017年9月11日 | · | 初回提出 | · | SEC |
| Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX GP L.P., WPP GP LLC, Warburg Pincus Partners, L.P., Warburg Pincus Partners GP LLC, Warburg Pincus & Co., Warburg Pincus LLC, Charles R. Kaye, Joseph P. Landy ×10 提出書類 | 2016年5月25日 | · | 初回提出 | · | SEC |
| Robert E. Robotti, Robotti & Company, Incorporated, Robotti & Company, LLC, Robotti & Company Advisors, LLC, Suzanne Robotti, Kenneth R. Wasiak, Ravenswood Management Company, L.L.C., The Ravenswood Investment Company, L.P., Ravenswood Investments III, L.P. ×3 提出書類 | 2013年8月26日 | · | 初回提出 | · | SEC |
| Building Products, LLC, JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy, JWP LLC, Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX, LLC, Warburg Pincus Partners, LLC, Warburg Pincus LLC, Warburg Pincus & Co., Charles R. Kaye, Joseph P. Landy ×4 提出書類 | 2010年6月24日 | · | 初回提出 | · | SEC |
| Stadium Capital Management, LLC, Bradley R. Kent, Alexander M. Seaver, Stadium Relative Value Partners, L.P. ×3 提出書類 | 2010年1月19日 | · | 初回提出 | 受動的投資 | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2008年3月14日 | · | 初回提出 | 受動的投資 | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2006年12月8日 | · | 初回提出 | · | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2006年3月2日 | · | 初回提出 | 取締役会キャンペーン | 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.
企業インサイダー 48 人のインサイダー · 24人の役員 · 24人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Peter M. Jackson | President & CEO | 2026年3月15日 F | 272,332 | 0 | 0 | $0 |
| David E Flitman | President and CEO | 2022年3月15日 F | 235,641 | 0 | 0 | $0 |
| Chad M Crow | CEO | 2021年3月1日 F | 338,684 | 0 | 0 | $0 |
| Pete Beckmann | EVP & CFO | 2026年3月15日 F | 43,259 | 0 | 0 | $0 |
| Charles L Horn | SVP & Chief Financial Officer | 2009年2月27日 F | 19,831 | 0 | 0 | $0 |
| Todd Vance | President - East Division | 2026年7月18日 A | 42,684 | 0 | 0 | $0 |
| Paul Vaughn | President - West Division | 2026年7月18日 A | 40,724 | 0 | 0 | $0 |
| Gayatri Narayan | President - Tech & Digital | 2026年6月13日 F | 28,252 | 0 | 0 | $0 |
| Jonathan P Cope | President - Commercial | 2026年3月15日 A | 13,770 | 0 | 0 | $0 |
| Scott L Robins | President - West Division | 2026年3月15日 F | 151,247 | 0 | 0 | $0 |
| Paul M Mccrobie | President - East Division | 2025年3月15日 A | 22,207 | 0 | 0 | $0 |
| Michael Alan Farmer | President - Commercial Ops | 2024年5月22日 F | 60,058 | 0 | 0 | $0 |
| Kevin P Omeara | President & COO | 2007年5月1日 M | 197,122 | 0 | 0 | $0 |
| Stephen J Herron | Chief Operating Officer | 2026年6月5日 G | 110,260 | 0 | 0 | $0 |
| Michael Hiller | COO-Designate | 2026年6月4日 G | 52,142 | 0 | 0 | $0 |
| Morris E Tolly | SVP - COO - East | 2018年3月5日 M | 124,040 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief Human Resources Officer | 2026年7月18日 A | 7,406 | 0 | 0 | $0 |
| Matthew Trester | Principal Accounting Officer | 2026年3月15日 F | 4,629 | 0 | 0 | $0 |
| Timothy D Johnson | EVP & General Counsel | 2025年8月22日 G | 73,151 | 0 | 0 | $0 |
| Amy B Messersmith | Chief People Officer | 2024年5月22日 F | 26,053 | 0 | 0 | $0 |
| Jami Beckmann | Principal Accounting Officer | 2024年5月22日 F | 20,053 | 0 | 0 | $0 |
| Donald F Mcaleenan | SVP & General Counsel | 2020年3月1日 F | 188,653 | 0 | 0 | $0 |
| Frederick B Schenkel | Vice President, Manufacturing | 2013年2月3日 F | 54,049 | 0 | 0 | $0 |
| Brad Alan Leist | Vice President and Controller | 2012年2月3日 F | 35,913 | 0 | 0 | $0 |
| Maria Renz | 取締役 | 2026年9月10日 A | 6,870 | 0 | 0 | $0 |
| Craig Arthur Steinke | 取締役 | 2026年9月10日 A | 102,626 | 0 | 0 | $0 |
| Dirkson R Charles | 取締役 | 2026年9月10日 A | 14,766 | 0 | 0 | $0 |
| William B Hayes | 取締役 | 2026年9月10日 A | 20,221 | 0 | 0 | $0 |
| Cory Jacobs Boydston | 取締役 | 2026年9月10日 A | 27,191 | 0 | 0 | $0 |
| James Oleary | 取締役 | 2026年9月10日 A | 91,795 | 0 | 0 | $0 |
| Paul S Levy | 取締役 | 2026年9月10日 A | 1,732,002 | 1 | 0 | $4,386,500 |
| Cleveland A Christophe | 取締役 | 2026年9月10日 A | 38,762 | 0 | 0 | $0 |
| Mark A Alexander | 取締役 | 2026年6月1日 A | 47,913 | 0 | 0 | $0 |
| David E Rush | 取締役 | 2026年5月14日 A | 124,842 | 0 | 1 | $-390,850 |
| Cheryl Ainoa | 取締役 | 2026年5月14日 A | 4,629 | 0 | 0 | $0 |
| Brett N Milgrim | 取締役 | 2026年5月14日 A | 82,634 | 0 | 0 | $0 |
| Floyd F Sherman | 取締役 | 2022年6月14日 S | 13,972 | 0 | 0 | $0 |
| Daniel Agroskin | 取締役 | 2022年6月1日 A | 36,442 | 0 | 0 | $0 |
| David W Bullock | 取締役 | 2021年6月15日 A | 99,931 | 0 | 0 | $0 |
| Janice L Davis | 取締役 | 2020年12月1日 A | 13,432 | 0 | 0 | $0 |
| David Barr | 取締役 | 2020年12月1日 A | 102,417 | 0 | 0 | $0 |
| Robert C Griffin | 取締役 | 2019年5月23日 S | 25,719 | 0 | 0 | $0 |
| Kevin Kruse | 取締役 | 2018年8月1日 A | 67,075 | 0 | 0 | $0 |
| Michael Graff | 取締役 | 2016年5月24日 S | 0 | 0 | 0 | $0 |
| Ramsey A Frank | 取締役 | 2006年2月27日 J | 0 | 0 | 0 | $0 |
| Alexander R Castaldi | 取締役 | 2005年7月22日 S | 17,305,103 | 0 | 0 | $0 |
| STADIUM CAPITAL PARTNERS L P | 10%オーナー | 2015年4月15日 S | 8,778,289 | 0 | 0 | $0 |
| JLL BUILDING PRODUCTS LLC | 10%オーナー | 2005年7月22日 S | 17,305,103 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
ETF保有状況 94のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 2.03% | 94,023 SH | 2026年10月1日 | 日次 |
| ITB · iShares Trust | 1.49% | 522,798 SH | 2026年9月11日 | 日次 |
| NAIL · Direxion Shares ETF Trust | 1.18% | 94,501 NS | 2026年7月31日 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.88% | 298,058 SH | 2026年10月1日 | 日次 |
| ALTL · Pacer Funds Trust | 0.74% | 10,315 NS | 2026年7月31日 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0.50% | 5,697 NS | 2026年7月31日 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.50% | 55,725 NS | 2026年7月31日 | N-PORT |
| PALC · Pacer Funds Trust | 0.41% | 12,998 NS | 2026年7月31日 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.31% | 14,764 SH | 2026年10月1日 | 日次 |
| IQSM · New York Life Investments ETF Trust | 0.28% | 14,097 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.25% | 547,219 NS | 2026年7月31日 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.21% | 60,427 SH | 2026年10月1日 | 日次 |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 1,487,948 SH | 2026年8月19日 | 日次 |
| BKMC · BNY Mellon ETF Trust | 0.17% | 16,825 NS | 2026年7月31日 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.17% | 15,978 SH | 2026年8月19日 | 日次 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 47,043 NS | 2026年7月31日 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.13% | 130,794 SH | 2026年8月19日 | 日次 |
| DFSV · Dimensional ETF Trust | 0.12% | 143,591 NS | 2026年7月31日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 7,839 NS | 2026年7月31日 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.11% | 23,023 NS | 2026年7月31日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 2,338,334 SH | 2026年8月19日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.11% | 250,046 NS | 2026年7月31日 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.11% | 3,621 NS | 2026年7月31日 | N-PORT |
| TEXN · iShares Trust | 0.10% | 326 SH | 2026年9月11日 | 日次 |
| FIDU · FIDELITY COVINGTON TRUST | 0.10% | 35,402 NS | 2026年7月31日 | N-PORT |
| DUSL · Direxion Shares ETF Trust | 0.09% | 795 NS | 2026年7月31日 | N-PORT |
| SMMD · iShares Trust | 0.09% | 56,043 SH | 2026年9月11日 | 日次 |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 10,139 NS | 2026年7月31日 | N-PORT |
| IYJ · iShares Trust | 0.08% | 24,987 SH | 2026年9月11日 | 日次 |
| REVS · Columbia ETF Trust I | 0.07% | 3,645 NS | 2026年7月31日 | N-PORT |
| ESML · iShares Trust | 0.07% | 33,359 SH | 2026年9月11日 | 日次 |
| EXI · iShares Trust | 0.06% | 15,224 SH | 2026年9月11日 | 日次 |
| TILT · FlexShares Trust | 0.06% | 20,698 NS | 2026年7月31日 | N-PORT |
| IWS · iShares Trust | 0.06% | 157,922 SH | 2026年9月11日 | 日次 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 100,568 SH | 2026年10月1日 | 日次 |
| WSML · iShares Trust | 0.06% | 6,206 SH | 2026年9月11日 | 日次 |
| RECS · Columbia ETF Trust I | 0.05% | 43,372 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 8,183 SH | 2026年10月1日 | 日次 |
| IWR · iShares Trust | 0.05% | 429,100 SH | 2026年9月11日 | 日次 |
| ACVF · ETF Opportunities Trust | 0.05% | 1,031 NS | 2026年7月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 3,682 NS | 2026年7月31日 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 5,947 SH | 2026年10月1日 | 日次 |
| XOEF · iShares Trust | 0.04% | 138 SH | 2026年9月11日 | 日次 |
| HQGO · Lattice Strategies Trust | 0.03% | 248 NS | 2026年7月31日 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 801 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 71,166 NS | 2026年7月31日 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.03% | 24,873 SH | 2026年8月19日 | 日次 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63,162 SH | 2026年8月19日 | 日次 |
| HAPI · Harbor ETF Trust | 0.03% | 2,093 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 186,502 NS | 2026年7月31日 | N-PORT |
| PWS · Pacer Funds Trust | 0.03% | 93 NS | 2026年7月31日 | N-PORT |
| VEGN · ETF Series Solutions | 0.02% | 640 NS | 2026年7月31日 | N-PORT |
| IVE · iShares Trust | 0.02% | 178,464 SH | 2026年9月11日 | 日次 |
| IUSV · iShares Trust | 0.02% | 95,846 SH | 2026年9月11日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23,683 SH | 2026年8月19日 | 日次 |
| DSI · iShares Trust | 0.02% | 15,955 SH | 2026年9月11日 | 日次 |
| IWD · iShares Trust | 0.02% | 233,086 SH | 2026年9月11日 | 日次 |
| EGLE · Global X Funds | 0.02% | 5 NS | 2026年7月31日 | N-PORT |
| CATH · Global X Funds | 0.01% | 2,778 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 24,198 NS | 2026年7月31日 | N-PORT |
| XYLG · Global X Funds | 0.01% | 124 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 4,285 NS | 2026年7月31日 | N-PORT |
| CHRI · Global X Funds | 0.01% | 15 NS | 2026年7月31日 | N-PORT |
| XYLD · Global X Funds | 0.01% | 5,654 NS | 2026年7月31日 | N-PORT |
| PTLC · Pacer Funds Trust | 0.01% | 5,601 NS | 2026年7月31日 | N-PORT |
| TOPC · iShares Trust | 0.01% | 62 SH | 2026年9月11日 | 日次 |
| XCLR · Global X Funds | 0.01% | 6 NS | 2026年7月31日 | N-PORT |
| XVV · iShares Trust | 0.01% | 1,243 SH | 2026年9月11日 | 日次 |
| DCOR · Dimensional ETF Trust | 0.01% | 5,490 NS | 2026年7月31日 | N-PORT |
| XRMI · Global X Funds | 0.01% | 79 NS | 2026年7月31日 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.01% | 406 NS | 2026年7月31日 | N-PORT |
| QDPL · Pacer Funds Trust | 0.01% | 2,590 NS | 2026年7月31日 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.01% | 2,791,711 SH | 2026年8月19日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,245,544 SH | 2026年8月19日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 86,909 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 17,301 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 8,815 SH | 2026年8月19日 | 日次 |
| IVV · iShares Trust | 0.01% | 1,355,423 SH | 2026年9月11日 | 日次 |
| IYY · iShares Trust | 0.01% | 4,729 SH | 2026年9月11日 | 日次 |
| NEAR · iShares U.S. ETF Trust | 0.01% | 483,000 SH | 2026年9月10日 | 日次 |
| IWV · iShares Trust | 0.01% | 30,306 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.01% | 143,294 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.01% | 72,306 SH | 2026年9月11日 | 日次 |
| HCMT · Direxion Shares ETF Trust | 0.01% | 749 NS | 2026年7月31日 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,410 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 21,763 NS | 2026年7月31日 | N-PORT |
| XTR · Global X Funds | 0.01% | 5 NS | 2026年7月31日 | N-PORT |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | · | · | 2026年7月15日 | 日次 |
| VCRB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| VGMS · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| IFRA · iShares Trust | · | 165,539 SH | 2026年9月11日 | 日次 |
| ISCB · iShares Trust | · | 4,838 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 23,803 SH | 2026年9月11日 | 日次 |
BLDR アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
レーティング · 33 アナリスト
買い
中央値ターゲット
$81.00
+44.0%
4 12.1%
強い買い
13 39.4%
買い
15 45.5%
保有
1 3.0%
売り
0 0.0%
強い売り
12ヶ月目標株価
21 アナリスト · 2026-09-20平均値ターゲット $80.62 +43.3%
← 全目標を下回る
現在価格 $56.25
安値$61.00
平均値$80.62
高値$100.00
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
FY基準、価格は各社の直近年度末終値。
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
| AZZ | $4.06B | 13.0 | 4.6% | 19.2% | 24.0% | 23.9% |
最新ニュース この会社に言及した最近の見出し
マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行
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出典：SEC 10-Q 提出日 7月 30, 2026