LECO Lincoln Electric Holdings, Inc. - Common Shares
NASDAQ · Machinery · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 7月 30, 2026LECO 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
LECO 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
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| 権利落ち日 | 分割 | タイプ |
|---|---|---|
| 2011年6月1日 | 2-for-1 | 順 |
| 1998年6月16日 | 2-for-1 | 順 |
Lincoln Electric Holdings, Inc. - Common Shares について Wikipediaからの企業概要
Lincoln Electric Holdings, Inc. is an American multinational and global manufacturer of welding products, arc welding equipment, welding accessories, plasma and oxy–fuel cutting equipment and robotic welding systems headquartered in Euclid, Ohio. By 2012 it had a network of distributors and sales offices covering more than 160 countries and 42 manufacturing locations in North America, Europe, the Middle East, Asia and Latin America. It also operates manufacturing alliances and joint ventures in 19 countries. It is a member of the Fortune 1000.
History
The company was founded in 1895 by John C. Lincoln with an investment of $200 to make electric motors he had designed. The company was initially headquartered in Euclid, Ohio.
In 1907 shortly after an illness, James Finney Lincoln asked his brother for a job and was paid to sell the machines manufactured in his brother's shop. In 1914 John retreated into product invention and turned the management of the firm over to James.
Around 1910 the firm produced a revolution in the building trades: rather than rivet the joints in constructions made of steel, the novel arc welder produced these with more rigidity and at less cost. This allowed bigger buildings, bridges and ships and led to the pipeline industry.
In 1914 James constituted the company's Advisory Board of elected shop floor workers, which meets biweekly to review problems and successes. This board is credited by some with avoiding unionization for more than a hundred years.
Around 1915, James Lincoln decided to change the method of remuneration he paid employees from hourly paid wage onto the piecework system.
By 1918 the company was touting the benefits of electric arc welding in self-published book form.
In 1927 the company introduced the E6010 Fleetweld electrode with which it made its fortune.
In 1934 Lincoln added an annual merit pay bonus scheme, according to which employees would receive sometimes up to 100% of their piecework "wage".
During World War II the company was sued by the federal government because they deemed its novel practice of paying employee bonus was not a deductible business cost. More than a decade later, the court ruled in favour of Lincoln Electric and established in Lincoln Electric Co. v. Commissioner of Internal Rev., 162 F.2d 379 (6th Cir. 1947) that performance pay was a legitimate cost of doing business.
It was during the 1940s that the company introduced the legendary SA-200 diesel welding trailer, particularly prized by the pipeline industry.
The company estimated that it furnished one-third of all the welding electrode used in WW2 ship, tank, pipeline and synthetic rubber industries. The construction of a single Liberty Ship needed 160,000 pounds of electrode, while a Victory Ship consumed more than 190,000 pounds of electrode.
The life-long tenure for industrial workers was trialled by James in 1951 and made formal policy in 1958 for every employee on their third anniversary. In exchange the worker commits to total flexibility in terms of his duties.
In the late 1980s the company decided to expand overseas and nearly went bankrupt. In 1993 the workers needed to rescue the company from the folly of chairman George Willis and president Donald Hastings. In 1994 the company returned to profitability, and in 1995 it went public on the NYSE.
The Lincoln Electric company is the single most studied example at Harvard Business School for its innovative management features; James Finney tied his company's success to his analysis of the biblical Sermon on the Mount.
By the 21st century the company had grown to 44 manufacturing locations, including operations and joint ventures in 19 countries and an international network of distributors and sales offices covering more than 160 countries.
Lincoln has had over 8,500 employees globally, including 3,000 in the United States.
In 2005, Lincoln's Electric acquired the Harris Products Group, which is a manufacturer of welding accessories, gas apparatus, and other specialty products. The Harris Products Group has manufacturing facilities in Georgia, Ohio, California, Poland, Mexico, Brazil and Italy.
In 2017 Lincoln Electric acquired the welding business of Air Liquide.
In 2019, Lincoln announced the acquisition a portion of Worthington Industries, Inc. soldering operations.
Also in 2019 the company bought additive manufacturing specialist Baker Industries.
In December 2023, Lincoln Electric unveiled the Velion DC fast electric vehicle charging station. A display unit was shown at CES 2024 and featured NACS and CCS1 charging plugs, along with a touchscreen user interface developed using Qt.
Manganism lawsuit
A particular disease in welders is known as manganism, and is produced by off-gas. Lincoln was named in several lawsuits along with other welding industry companies in the 2000s, but Lincoln was absolved because it had advertised the risk.
Lincoln Institute of Land Policy
The Lincoln Institute of Land Policy was established by Lincoln Electric's founder, John C. Lincoln, in 1946, based on his admiration for the work of Henry George. Today, the think tank still focuses on promoting "creative approaches to land as a solution to economic, social, and environmental challenges."
Lincoln Welding School
The Lincoln Electric Welding School was set up in 1917 and has in a century since instructed over 150,000 men and women in the various methods and techniques of safety and arc welding processes. The school is listed by the Ohio State Board of School and College Registration.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
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
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 | LECO | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 27.45年平均 ≈24.0 | ≈24.0 | 31.4 | 割安 | |
| P/S (TTM) | 3.35年平均 ≈2.9 | ≈2.9 | 5.2 | 割安 | |
| 株価純資産倍率 (MRQ) | 9.65年平均 ≈8.8 | ≈8.8 | 5.2 | 割高 | |
| EV / EBITDA (EV/EBITDA) | 19.45年平均 ≈16.4 | ≈16.4 | 18.8 | 割安 | |
| 株価FCF倍率 (TTM) | 27.65年平均 ≈22.6 | ≈22.6 | · | · | |
| 株価収益率(P/CF) (TTM) | 21.85年平均 ≈18.7 | ≈18.7 | 19.9 | 適正価格 | |
| EV / Revenue (EV/売上高) | 3.75年平均 ≈3.1 | ≈3.1 | · | · | |
| EV / FCF (EV/FCF) | 29.75年平均 ≈24.2 | ≈24.2 | · | · | |
| Price / Tangible Book (株価純資産倍率(P/TB)) | 45.25年平均 ≈34.5 | ≈34.5 | · | · | |
| PEG Ratio (PEGレシオ) | ≈1.2 | · | · | · |
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 | LECO | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 36.0%5年平均 ≈36.0% | ≈36.0% | 47.0% | 弱い | |
| 営業利益率 (TTM) | 17.1%5年平均 ≈16.7% | ≈16.7% | 21.7% | 弱い | |
| EBITDAマージン (TTM) | 19.4%5年平均 ≈18.9% | ≈18.9% | 23.2% | 弱い | |
| 税引前利益率 (TTM) | 16.1%5年平均 ≈15.7% | ≈15.7% | 20.7% | 弱い | |
| 純利益率 (TTM) | 12.4%5年平均 ≈12.3% | ≈12.3% | 16.3% | 弱い | |
| ROA (TTM) | 14.7%5年平均 ≈14.8% | ≈14.8% | 8.5% | トップクラス | |
| ROE (TTM) | 37.7%5年平均 ≈38.2% | ≈38.2% | 15.2% | トップクラス | |
| ROIC | 21.1%5年平均 ≈21.4% | ≈21.4% | 11.5% | トップクラス |
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 | LECO | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 負債資本倍率 (MRQ) | 0.75年平均 ≈0.9 | ≈0.9 | 0.3 | 高負債 | |
| 流動比率 (MRQ) | 2.05年平均 ≈2.0 | ≈2.0 | 2.3 | 同水準 | |
| Quick Ratio (クイックレシオ) | 0.95年平均 ≈1.0 | ≈1.0 | 1.0 | 同水準 | |
| 長期負債/株主資本 (MRQ) | 0.75年平均 ≈0.8 | ≈0.8 | 0.4 | 高負債 |
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 | LECO | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益(前年比)) | 5.6%5年平均 ≈4.2% | ≈4.2% | · | · | |
| Revenue CAGR 3Y (収益(3年CAGR)) | 4.0%5年平均 ≈9.3% | ≈9.3% | · | · | |
| Revenue CAGR 5Y (収益(5年CAGR)) | 9.8% | · | · | · | |
| EPS YoY | 14.4%5年平均 ≈6.0% | ≈6.0% | · | · | |
| Net Income YoY (純利益(前年比)) | 11.7%5年平均 ≈4.2% | ≈4.2% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | 5.1%5年平均 ≈22.0% | ≈22.0% | · | · | |
| EPS CAGR 5Y (EPS年平均成長率 5年) | 22.2% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | 3.3%5年平均 ≈20.2% | ≈20.2% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | 20.4% | · | · | · |
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 | LECO | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 1.25年平均 ≈1.2 | ≈1.2 | 0.7 | トップクラス | |
| Inventory Turnover (棚卸資産回転率) | 4.65年平均 ≈4.5 | ≈4.5 | 4.0 | トップクラス | |
| Receivables Turnover (売掛金回転率) | 8.35年平均 ≈8.0 | ≈8.0 | 6.2 | 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。) | ≈$352.8K | · | · | · |
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
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 | 通貨 | 利回り |
|---|---|---|---|
| 6月 30, 2026 | $0.79 | USD | ≈1.2% |
| 3月 31, 2026 | $0.79 | USD | ≈1.2% |
| 12月 31, 2025 | $0.79 | USD | ≈1.3% |
| 9月 30, 2025 | $0.75 | USD | ≈1.3% |
| 6月 30, 2025 | $0.75 | USD | ≈1.4% |
| 3月 31, 2025 | $0.75 | USD | ≈1.5% |
| 12月 31, 2024 | $0.75 | USD | ≈1.5% |
| 9月 30, 2024 | $0.71 | USD | ≈1.5% |
| 6月 28, 2024 | $0.71 | USD | ≈1.5% |
| 3月 27, 2024 | $0.71 | USD | ≈1.0% |
| 12月 28, 2023 | $0.71 | USD | ≈1.2% |
| 9月 28, 2023 | $0.64 | USD | ≈1.4% |
| 6月 29, 2023 | $0.64 | USD | ≈1.3% |
| 3月 30, 2023 | $0.64 | USD | ≈1.4% |
| 12月 29, 2022 | $0.64 | USD | ≈1.6% |
| 9月 29, 2022 | $0.56 | USD | ≈1.8% |
| 6月 29, 2022 | $0.56 | USD | ≈1.8% |
| 3月 30, 2022 | $0.56 | USD | ≈1.5% |
| 12月 30, 2021 | $0.56 | USD | ≈1.5% |
| 9月 29, 2021 | $0.51 | USD | ≈1.5% |
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 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 | $2.93 | $2.87 | 2.3% |
| 2026年3月31日 | $2.50 | $2.50 | 0.19% | |
| 2025年12月31日 | $2.65 | $2.59 | 2.2% | |
| 2025年9月30日 | $2.47 | $2.47 | -0.08% | |
| 2025年6月30日 | $2.60 | $2.36 | 10.2% | |
| 2025年3月31日 | $2.16 | $2.28 | -5.1% |
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 | $4.23B | $4.01B | $4.19B | $3.76B | $3.23B | $2.66B | $3.00B | $3.03B | $2.62B | $2.27B | $2.54B | $2.81B | |
| Cost of Revenue | $2.70B | $2.54B | $2.73B | $2.48B | $2.17B | $1.78B | $2.00B | $2.00B | $1.75B | $1.49B | $1.69B | $1.86B | |
| Gross Profit | $1.53B | $1.47B | $1.47B | $1.28B | $1.07B | $871M | $1.01B | $1.03B | $875M | $787M | $841M | $949M | |
| R&D Expense | $86M | $82M | $71M | $63M | $56M | $51M | $57M | $54M | $48M | $45M | $47M | $43M | |
| SG&A Expense | $798M | $781M | $759M | $657M | $597M | $544M | $621M | $628M | $541M | $469M | $497M | $545M | |
| Operating Income | $718M | $636M | $718M | $612M | $462M | $282M | $371M | $376M | $377M | $284M | $182M | $374M | |
| Interest Expense | · | $53M | $51M | $31M | $24M | $24M | $26M | $25M | $24M | $19M | $22M | $10M | |
| Interest Income | $7M | $10M | $7M | $2M | $2M | $2M | $3M | $7M | $5M | $2M | $3M | $3M | |
| Other Non-op | $9M | $6M | $15M | $7M | $9M | $5M | $15M | $5M | $5M | $3M | $4M | $4M | |
| Pretax Income | $675M | $594M | $687M | $593M | $325M | $264M | $368M | $369M | $366M | $277M | $170M | $376M | |
| Income Tax | $155M | $128M | $142M | $121M | $48M | $58M | $75M | $82M | $119M | $79M | $42M | $122M | |
| Net Income | $521M | $466M | $545M | $472M | $277M | $206M | $293M | $287M | $247M | $198M | $127M | $254M | |
| EPS (Basic) | $9.39 | $8.23 | $9.50 | $8.14 | $4.66 | $3.46 | $4.73 | $4.42 | $3.76 | $2.94 | $1.72 | $3.22 | |
| EPS (Diluted) | $9.32 | $8.15 | $9.37 | $8.04 | $4.60 | $3.42 | $4.68 | $4.37 | $3.71 | $2.91 | $1.70 | $3.18 | |
| Shares (Basic) | 55,410,000 | 56,639,000 | 57,364,000 | 58,030,000 | 59,309,000 | 59,633,000 | 61,960,000 | 64,886,000 | 65,739,000 | 67,462,000 | 74,111,000 | 79,185,000 | |
| Shares (Diluted) | 55,875,000 | 57,194,000 | 58,221,000 | 58,749,000 | 60,062,000 | 60,248,000 | 62,658,000 | 65,682,000 | 66,643,000 | 68,156,000 | 74,854,000 | 80,096,000 | |
| EBITDA | $817M | $725M | $805M | $690M | $543M | $363M | $452M | $448M | $446M | $353M | $246M | $443M |
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 | $309M | $377M | $394M | $197M | $193M | $257M | $200M | $359M | $327M | $379M | $304M | $278M | |
| Receivables | $539M | $482M | $539M | $542M | $429M | $373M | $375M | $397M | $395M | $274M | $265M | $338M | |
| Inventory | $633M | $544M | $563M | $665M | $540M | $381M | $394M | $362M | $349M | $255M | $276M | $341M | |
| Prepaid Expense | · | · | · | · | $21M | $20M | $17M | $17M | $16M | $12M | $12M | · | |
| Other Current Assets | $259M | $242M | $198M | $154M | $128M | $100M | $108M | $120M | $124M | $96M | $91M | $130M | |
| Current Assets | $1.74B | $1.65B | $1.69B | $1.56B | $1.29B | $1.11B | $1.08B | $1.24B | $1.37B | $1.04B | $936M | $1.10B | |
| PP&E (Net) | $703M | $619M | $575M | $545M | $512M | $522M | $529M | $479M | $477M | $372M | $411M | $439M | |
| PP&E (Gross) | $1.65B | $1.48B | $1.45B | $1.44B | $1.38B | $1.41B | $1.36B | $1.26B | $1.26B | $1.09B | $1.10B | $1.13B | |
| Accum. Depreciation | $943M | $866M | $877M | $891M | $868M | $885M | $826M | $779M | $788M | $717M | $694M | $691M | |
| Goodwill | $887M | $805M | $694M | $665M | $430M | $336M | $337M | $281M | $235M | $232M | $188M | $180M | |
| Intangibles | $250M | $221M | $187M | $203M | $149M | $134M | $178M | $148M | $127M | $130M | $121M | $133M | |
| Other Non-current Assets | $449M | $152M | $183M | $187M | $193M | $193M | $237M | $184M | $178M | $157M | $120M | $29M | |
| Total Assets | $3.78B | $3.52B | $3.38B | $3.18B | $2.59B | $2.31B | $2.37B | $2.35B | $2.41B | $1.94B | $1.78B | $1.94B | |
| Accounts Payable | $365M | $297M | $325M | $352M | $330M | $257M | $273M | $269M | $270M | $177M | $153M | $210M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | $34M | $30M | |
| Current Liabilities | $957M | $879M | $755M | $853M | $756M | $549M | $563M | $538M | $529M | $388M | $370M | $492M | |
| Capital Leases | $40M | $42M | $42M | $36M | $39M | $34M | $39M | · | · | · | · | · | |
| Deferred Tax | $52M | $10M | $13M | $17M | $57M | $47M | $64M | $46M | $41M | $42M | $47M | $41M | |
| Other Non-current Liabilities | $201M | $153M | $198M | $166M | $199M | $213M | $212M | $176M | $200M | $98M | $85M | $59M | |
| Total Liabilities | $2.31B | $2.19B | $2.07B | $2.15B | $1.73B | $1.52B | $1.55B | $1.46B | $1.47B | $1.23B | $852M | · | |
| Long-term Debt | $1.15B | $1.25B | $1.10B | $1.12B | $718M | $716M | $712M | · | · | · | · | · | |
| Total Debt | $1.15B | $1.25B | $1.10B | $1.12B | $718M | $716M | · | · | · | · | · | · | |
| Common Stock | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Retained Earnings | $4.34B | $3.99B | $3.69B | $3.31B | $2.97B | $2.82B | $2.74B | $2.56B | $2.39B | $2.24B | $2.13B | $2.09B | |
| Treasury Stock | $3.28B | $2.94B | $2.68B | $2.49B | $2.31B | $2.15B | $2.04B | $1.75B | $1.55B | $1.51B | $1.18B | $784M | |
| AOCI | $-206M | $-300M | $-230M | $-275M | $-257M | $-302M | $-276M | $-294M | $-247M | $-329M | $-296M | $-289M | |
| Stockholders' Equity | $1.47B | $1.33B | $1.31B | $1.03B | $864M | $790M | $818M | $887M | $932M | $711M | $932M | $1.28B | |
| Liabilities + Equity | $3.78B | $3.52B | $3.38B | $3.18B | $2.59B | $2.31B | $2.37B | $2.35B | $2.41B | $1.94B | $1.78B | $1.94B | |
| Shares Outstanding | 54,845,950 | 56,211,000 | 56,977,000 | 57,624,000 | 58,787,000 | 59,641,000 | 60,592,000 | 63,546,000 | 65,663,000 | 65,674,000 | 70,693,000 | 76,997,000 |
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 | $99M | $88M | $87M | $78M | $81M | $80M | $81M | $72M | $68M | $65M | $64M | $70M | |
| Stock-based Comp | $20M | $24M | $26M | $25M | $24M | $15M | $17M | $19M | $13M | $10M | $8M | $8M | |
| Deferred Tax | $83M | $-41M | $-24M | $-48M | $-30M | $1M | $15M | $-3M | $-4M | $-10M | $-56M | $18M | |
| Amort. of Intangibles | $30M | $27M | $26M | $22M | $21M | $20M | $21M | $16M | $16M | $15M | $13M | $14M | |
| Restructuring | $17M | $35M | $20M | $4M | $11M | $24M | $12M | $31M | $5M | · | $14M | $1M | |
| Other Non-cash | $-61M | $62M | $33M | $-144M | $14M | $48M | $-3M | $-45M | $10M | $39M | $167M | $52M | |
| Operating Cash Flow | $661M | $599M | $668M | $383M | $365M | $351M | $403M | $329M | $335M | $313M | $313M | $402M | |
| CapEx | $127M | $117M | $91M | $72M | $63M | $59M | $70M | $71M | $62M | $50M | $51M | $73M | |
| Investing Cash Flow | $-257M | $-361M | $-75M | $-505M | $-205M | $-49M | $-193M | $21M | $-272M | · | · | · | |
| Debt Issued | $0 | $550M | $0 | $405M | · | · | $0 | $0 | $34.0K | $350M | $358M | $9M | |
| Net Debt Issued | $-100M | $149M | · | · | · | $-14.0K | $-107.0K | $-107.0K | $-5.0K | $350M | $351M | $5M | |
| Stock Repurchased | $338M | $264M | $199M | $181M | $165M | $113M | $293M | $202M | $43M | $342M | $399M | $307M | |
| Net Stock Activity | $-338M | $-264M | $-199M | $-181M | $-165M | $-113M | $-293M | $-202M | $-43M | $-342M | $-399M | $-307M | |
| Dividends Paid | $168M | $162M | $148M | $131M | $122M | $118M | $118M | $102M | $92M | $87M | $87M | $73M | |
| Financing Cash Flow | $-462M | $-245M | $-412M | $134M | $-222M | $-246M | $-372M | $-302M | $-135M | · | · | · | |
| Net Change in Cash | $-68M | $-17M | $197M | $4M | $-64M | $58M | $-159M | $32M | $-52M | $75M | $26M | $-21M | |
| Taxes Paid | $101M | $158M | $181M | $152M | $87M | $59M | $43M | $86M | $82M | $73M | $102M | $119M | |
| Free Cash Flow | $534M | $482M | $577M | $312M | $303M | $292M | $334M | $258M | $273M | $254M | $260M | $329M | |
| Levered FCF | · | $441M | $536M | $287M | $282M | $273M | $313M | $239M | $257M | $240M | $244M | $322M |
収益性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 36.2% | 36.7% | 35.0% | 34.1% | 33.0% | 32.8% | 33.6% | 34.0% | 33.5% | 34.7% | 33.2% | 33.7% | |
| Operating Margin | 17.0% | 15.9% | 17.1% | 16.3% | 14.3% | 10.6% | 12.3% | 12.4% | 14.4% | 12.7% | 7.2% | 13.3% | |
| Net Margin | 12.3% | 11.6% | 13.0% | 12.6% | 8.6% | 7.8% | 9.8% | 9.5% | 9.4% | 8.7% | 5.0% | 9.0% | |
| Pretax Margin | 16.0% | 14.8% | 16.4% | 15.8% | 10.1% | 9.9% | 12.3% | 12.2% | 14.0% | 12.2% | 6.7% | 13.4% | |
| EBITDA Margin | 19.3% | 18.1% | 19.2% | 18.4% | 16.8% | 13.7% | 15.1% | 14.8% | 17.0% | 15.5% | 9.7% | 15.8% | |
| ROA | 14.3% | 13.4% | 16.6% | 16.4% | 11.3% | 8.8% | 12.4% | 12.1% | 11.4% | 10.6% | 6.8% | 12.5% | |
| ROE | 36.5% | 35.0% | 43.0% | 48.2% | 33.4% | 25.7% | 34.4% | 31.6% | 30.1% | 24.1% | 11.5% | 18.1% | |
| ROIC | 21.1% | 19.4% | 23.6% | 22.6% | 24.8% | 14.6% | 36.1% | 33.0% | 27.4% | 29.0% | 14.6% | 19.7% |
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 | 1.8 | 1.9 | 2.2 | 1.8 | 1.7 | 2.0 | 1.9 | 2.3 | 2.6 | 2.7 | 2.5 | 2.2 | |
| Quick Ratio | 0.9 | 1.0 | 1.2 | 0.9 | 0.8 | 1.1 | 1.0 | 1.4 | 1.4 | 1.7 | 1.5 | 1.2 | |
| Debt / Equity | 0.8 | 0.9 | 0.8 | 1.1 | 0.8 | 0.9 | · | · | · | · | · | · | |
| LT Debt / Equity | 0.8 | 0.9 | 0.8 | 1.1 | 0.8 | 0.9 | · | · | · | · | · | · | |
| Interest Coverage | · | 12.0 | 14.0 | 19.7 | 19.4 | 11.8 | 14.3 | 15.3 | 15.6 | 15.1 | 8.3 | 35.8 |
効率性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.1 | 1.3 | 1.3 | 1.2 | 1.2 | 1.4 | 1.4 | |
| Inventory Turnover | 4.6 | 4.6 | 4.4 | 4.1 | 4.7 | 4.6 | 5.3 | 5.6 | 5.8 | 5.6 | 5.5 | 5.5 | |
| Receivables Turnover | 8.3 | 7.9 | 7.8 | 7.8 | 8.1 | 7.1 | 7.8 | 7.6 | 7.8 | 8.4 | 8.4 | 8.2 |
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 | $26.80 | $23.62 | $22.97 | $17.95 | $14.70 | $13.23 | $13.50 | $13.96 | $14.19 | $10.83 | $13.18 | $16.66 | |
| Revenue / Share | $75.76 | $70.09 | $72.00 | $64.02 | $53.85 | $44.07 | $47.93 | $46.11 | $39.38 | $33.37 | $33.88 | $35.12 | |
| Cash Flow / Share | $11.83 | $10.47 | $11.47 | $6.53 | $6.08 | $5.83 | $6.43 | $5.01 | $5.02 | $4.45 | $4.15 | $5.02 | |
| Cash / Share | $5.63 | $6.71 | $6.91 | $3.42 | $3.28 | $4.31 | $3.29 | $5.65 | $4.98 | $5.77 | $4.30 | $3.62 | |
| Dividend / Share | $3.04 | $2.88 | $2.63 | $2.32 | $2.09 | $1.98 | $1.90 | $1.64 | $1.44 | $1.31 | $1.19 | $0.98 | |
| EPS (TTM) | $9.32 | $8.15 | $9.37 | $8.04 | $4.60 | $3.42 | $4.68 | $4.37 | $3.71 | $2.91 | $1.70 | $3.18 |
成長率
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.6% | -4.4% | 11.4% | 16.3% | 21.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.0% | 7.4% | 16.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.4% | -13.0% | 16.5% | 74.8% | 34.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.1% | 21.0% | 39.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 22.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.7% | -14.5% | 15.5% | 70.7% | 34.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.3% | 19.0% | 38.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.3% | · | · | · | · | · | · | · | · | · | · | · |
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 | $4.23B | $4.01B | $4.19B | $3.76B | $3.23B | $2.66B | $3.00B | $3.03B | $2.62B | $2.27B | $2.54B | $2.81B | |
| Net Income TTM | $521M | $466M | $545M | $472M | $277M | $206M | $293M | $287M | $247M | $198M | $127M | $254M | |
| Market Cap | $13.14B | $10.54B | $12.39B | $8.33B | $8.20B | $6.93B | $5.86B | $5.01B | $6.01B | $5.04B | $3.67B | $5.32B | |
| Enterprise Value | $13.98B | $11.41B | $13.10B | $9.25B | $8.72B | $7.39B | · | · | · | · | · | · | |
| P/E | 25.7 | 23.0 | 23.2 | 18.0 | 30.3 | 34.0 | 20.7 | 18.0 | 24.7 | 26.3 | 30.5 | 21.7 | |
| P/S | 3.1 | 2.6 | 3.0 | 2.2 | 2.5 | 2.6 | 2.0 | 1.7 | 2.3 | 2.2 | 1.4 | 1.9 | |
| P/B | 8.9 | 7.9 | 9.5 | 8.1 | 9.5 | 8.8 | 7.2 | 5.6 | 6.5 | 7.1 | 3.9 | 4.1 | |
| P / Tangible Book | 39.5 | 35.0 | 29.0 | 50.1 | 28.8 | 21.7 | · | · | · | · | · | · | |
| P / Cash Flow | 19.9 | 17.6 | 18.6 | 21.7 | 22.5 | 19.7 | 14.5 | 15.2 | 18.0 | 16.6 | 11.8 | 13.2 | |
| P / FCF | 24.6 | 21.8 | 21.5 | 26.7 | 27.1 | 23.7 | 17.6 | 19.4 | 22.0 | 19.9 | 14.1 | 16.2 | |
| EV / EBITDA | 17.1 | 15.7 | 16.3 | 13.4 | 16.1 | 20.4 | · | · | · | · | · | · | |
| EV / FCF | 26.2 | 23.7 | 22.7 | 29.7 | 28.8 | 25.3 | · | · | · | · | · | · | |
| EV / Revenue | 3.3 | 2.8 | 3.1 | 2.5 | 2.7 | 2.8 | · | · | · | · | · | · | |
| Dividend Yield | 1.3% | 1.5% | 1.2% | 1.6% | 1.5% | 1.7% | 2.0% | 2.0% | 1.5% | 1.7% | 2.4% | 1.4% | |
| Earnings Yield | 3.9% | 4.3% | 4.3% | 5.6% | 3.3% | 2.9% | 4.8% | 5.5% | 4.0% | 3.8% | 3.3% | 4.6% | |
| Payout Ratio | 32.3% | 34.8% | 27.2% | 27.7% | 44.1% | 57.3% | 40.2% | 35.6% | 37.4% | 44.0% | 68.3% | 28.9% | |
| Annual Payout | $168M | $162M | $148M | $131M | $122M | $118M | $118M | $102M | $92M | $87M | $87M | $73M |
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 | $1.22B | $1.12B | $1.08B | $1.06B | $1.09B | $1.00B | $1.02B | $984M | $1.02B | $981M | $1.06B | $1.03B | $1.06B | $1.04B | $931M | $935M | |
| Cost of Revenue | $771M | $722M | $705M | $672M | $683M | $639M | $653M | $632M | $638M | $613M | $687M | $668M | $687M | $684M | $623M | $626M | |
| Gross Profit | $449M | $399M | $374M | $389M | $406M | $365M | $369M | $352M | $384M | $368M | $371M | $366M | $373M | $355M | $308M | $310M | |
| SG&A Expense | $225M | $211M | $184M | $207M | $211M | $197M | $187M | $186M | $208M | $199M | $189M | $187M | $193M | $190M | $164M | $159M | |
| Operating Income | $221M | $186M | $184M | $177M | $192M | $165M | $177M | $146M | $149M | $165M | $204M | $171M | $178M | $164M | $141M | $142M | |
| Interest Expense | · | · | · | · | · | · | · | $14M | $13M | $12M | · | $13M | $13M | $14M | $9M | $9M | |
| Interest Income | $2M | $1M | $1M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $3M | $2M | $814.0K | $854.0K | $627.0K | $376.0K | |
| Other Non-op | $-241.0K | $570.0K | $2M | $3M | $4M | $444.0K | $7M | $-2M | $-2M | $2M | $4M | $801.0K | $7M | $4M | $3M | $4M | |
| Pretax Income | $208M | $173M | $173M | $166M | $184M | $153M | $167M | $132M | $137M | $159M | $197M | $161M | $173M | $155M | $136M | $137M | |
| Income Tax | $49M | $37M | $37M | $43M | $40M | $35M | $27M | $31M | $35M | $35M | $40M | $32M | $36M | $33M | $27M | $28M | |
| Net Income | $159M | $136M | $136M | $123M | $143M | $118M | $140M | $101M | $102M | $123M | $157M | $129M | $137M | $122M | $109M | $109M | |
| EPS (Basic) | $2.90 | $2.49 | $2.47 | $2.23 | $2.58 | $2.11 | $2.49 | $1.78 | $1.79 | $2.17 | $2.73 | $2.26 | $2.39 | $2.12 | $1.90 | $1.89 | |
| EPS (Diluted) | $2.88 | $2.47 | $2.45 | $2.21 | $2.56 | $2.10 | $2.47 | $1.77 | $1.77 | $2.14 | $2.70 | $2.22 | $2.36 | $2.09 | $1.86 | $1.87 | |
| Shares (Basic) | 54,662,000 | 54,822,000 | · | 55,097,000 | 55,545,000 | 56,058,000 | · | 56,565,000 | 56,816,000 | 56,865,000 | · | 57,320,000 | 57,479,000 | 57,596,000 | · | 57,823,000 | |
| Shares (Diluted) | 55,102,000 | 55,317,000 | · | 55,574,000 | 55,968,000 | 56,527,000 | · | 57,066,000 | 57,366,000 | 57,641,000 | · | 58,136,000 | 58,303,000 | 58,417,000 | · | 58,526,000 | |
| EBITDA | $247M | $212M | · | $201M | $217M | $189M | · | $146M | $149M | $187M | · | $171M | $178M | $186M | · | $142M |
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 | $242M | $299M | $309M | $293M | $299M | $395M | $377M | $404M | $273M | $375M | · | $343M | $220M | $199M | · | $141M | |
| Receivables | $586M | $598M | $539M | $502M | $554M | $523M | $482M | $517M | $549M | $545M | · | $538M | $570M | $573M | · | $463M | |
| Inventory | $691M | $694M | $633M | $672M | $621M | $574M | $544M | $612M | $583M | $567M | · | $612M | $675M | $665M | · | $632M | |
| Other Current Assets | $241M | $272M | $259M | $314M | $250M | $238M | $242M | $223M | $208M | $193M | · | $180M | $181M | $174M | · | $159M | |
| Current Assets | $1.76B | $1.86B | $1.74B | $1.78B | $1.73B | $1.73B | $1.65B | $1.76B | $1.61B | $1.68B | · | $1.67B | $1.65B | $1.61B | · | $1.40B | |
| PP&E (Net) | $732M | $721M | $703M | $677M | $661M | $636M | $619M | $624M | $584M | $582M | $575M | $566M | $563M | $553M | $545M | $490M | |
| PP&E (Gross) | · | · | $1.65B | · | · | · | $1.48B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $966M | $954M | $943M | $928M | $918M | $885M | $866M | $882M | $879M | $885M | · | $920M | $930M | $912M | · | $864M | |
| Goodwill | $885M | $886M | $887M | $888M | $829M | $814M | $805M | $819M | $792M | $690M | $694M | $687M | $692M | $679M | $665M | $425M | |
| Intangibles | · | · | $250M | · | · | · | $221M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $436M | $430M | $151M | $470M | $512M | $446M | $152M | $464M | $426M | $428M | · | $401M | $409M | $410M | · | $342M | |
| Total Assets | $3.81B | $3.90B | $3.78B | $3.82B | $3.73B | $3.63B | $3.52B | $3.66B | $3.42B | $3.38B | · | $3.33B | $3.31B | $3.25B | $3.18B | $2.65B | |
| Accounts Payable | $447M | $448M | $365M | $399M | $376M | $365M | $297M | $324M | $351M | $328M | · | $328M | $358M | $361M | · | $330M | |
| Current Liabilities | $888M | $1.02B | $957M | $1.04B | $1.03B | $970M | $879M | $951M | $784M | $749M | · | $808M | $811M | $836M | · | $820M | |
| Capital Leases | $38M | $38M | $40M | $42M | $41M | $39M | $42M | $46M | $43M | $41M | · | $42M | $43M | $37M | · | $37M | |
| Deferred Tax | · | · | $52M | · | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $221M | $219M | $149M | $211M | $172M | $165M | $153M | $223M | $220M | $220M | · | $189M | $195M | $181M | · | $196M | |
| Total Liabilities | $2.26B | $2.39B | $2.31B | $2.40B | $2.35B | $2.28B | $2.19B | $2.33B | $2.10B | $2.07B | · | $2.10B | $2.11B | $2.13B | · | $1.73B | |
| Long-term Debt | · | · | $1.15B | $1.15B | $1.25B | $1.25B | $1.25B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.15B | $1.15B | · | $1.15B | $1.25B | $1.25B | · | $1.15B | $1.10B | $1.10B | · | $1.10B | $1.10B | $1.11B | · | $711M | |
| Common Stock | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M | |
| Retained Earnings | $4.55B | $4.44B | $4.34B | $4.25B | $4.17B | $4.07B | $3.99B | $3.89B | $3.83B | $3.77B | · | $3.58B | $3.48B | $3.39B | · | $3.24B | |
| Treasury Stock | $3.41B | $3.33B | $3.28B | $3.23B | $3.17B | $3.05B | $2.94B | $2.89B | $2.84B | $2.79B | · | $2.62B | $2.57B | $2.52B | · | $2.46B | |
| AOCI | $-213M | $-214M | $-206M | $-212M | $-211M | $-271M | $-300M | $-236M | $-250M | $-239M | · | $-266M | $-236M | $-251M | · | $-329M | |
| Stockholders' Equity | $1.55B | $1.51B | $1.47B | $1.41B | $1.38B | $1.34B | $1.33B | $1.34B | $1.31B | $1.31B | $1.31B | $1.23B | $1.20B | $1.13B | $1.03B | $924M | |
| Liabilities + Equity | $3.81B | $3.90B | $3.78B | $3.82B | $3.73B | $3.63B | $3.52B | $3.66B | $3.42B | $3.38B | · | $3.33B | $3.31B | $3.25B | · | $2.65B | |
| Shares Outstanding | 54,505,757 | 54,787,110 | 54,845,950 | 55,026,176 | 55,186,252 | 55,826,284 | 56,211,219 | 56,425,000 | 56,675,000 | 56,908,000 | 56,977,000 | 57,201,000 | 57,413,000 | 57,573,000 | 57,624,000 | 57,738,000 |
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 | $26M | $26M | $26M | $25M | $24M | $24M | $23M | $23M | $21M | $22M | $22M | $21M | $22M | $21M | $19M | $19M | |
| Stock-based Comp | $5M | $10M | $4M | $4M | $4M | $8M | $5M | $1M | $4M | $14M | $4M | $6M | $5M | $12M | $4M | $5M | |
| Restructuring | $3M | $2M | $6M | $5M | $2M | $4M | $10M | $18M | $3M | $5M | · | $7M | $2M | $877.0K | · | $680.0K | |
| Other Non-cash | · | $-70M | · | · | · | $35M | · | · | · | $-26M | · | · | · | $-31M | · | · | |
| Operating Cash Flow | $254M | $102M | $95M | $237M | $144M | $186M | $96M | $199M | $171M | $133M | $122M | $223M | $199M | $124M | $112M | $130M | |
| CapEx | $31M | $39M | $43M | $32M | $25M | $27M | $31M | $36M | $23M | $26M | $25M | $26M | $22M | $19M | $20M | $18M | |
| Investing Cash Flow | $-30M | $-39M | $-43M | $-135M | $-57M | $-22M | $-26M | $-135M | $-175M | $-26M | $26M | $-25M | $-60M | $-16M | $-432M | $-17M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $150M | · | · | $0 | $0 | · | · | · | · | |
| Net Debt Issued | · | $0 | · | · | · | $-169.0K | · | · | · | $-169.0K | · | · | · | · | · | · | |
| Stock Repurchased | $76M | $57M | $52M | $53M | $127M | $107M | $53M | $50M | $50M | $110M | $68M | $45M | $53M | $32M | $25M | $27M | |
| Net Stock Activity | · | $-57M | · | · | · | $-107M | · | · | · | $-110M | · | · | · | $-32M | · | · | |
| Dividends Paid | $43M | $44M | $42M | $42M | $42M | $43M | $40M | $40M | $40M | $41M | $37M | $37M | $37M | $38M | $32M | $32M | |
| Financing Cash Flow | $-283M | $-73M | $-36M | $-108M | $-173M | $-144M | $-92M | $66M | $-93M | $-125M | $-101M | $-84M | $-116M | $-111M | $371M | $-115M | |
| Net Change in Cash | $-56M | $-10M | $16M | $-6M | $-95M | $17M | $-27M | $132M | $-102M | $-19M | $51M | $122M | $22M | $2M | $56M | $-11M | |
| Free Cash Flow | · | $63M | · | · | · | $159M | · | · | · | $107M | · | · | · | $105M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $98M | · | · | · | $94M | · | · |
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 | 36.8% | 35.6% | · | 36.7% | 37.2% | 36.4% | · | 35.8% | 37.6% | 37.5% | · | 35.4% | 35.2% | 34.2% | · | 33.1% | |
| Operating Margin | 18.1% | 16.6% | · | 16.7% | 17.6% | 16.4% | · | 14.8% | 14.6% | 16.8% | · | 16.6% | 16.8% | 15.8% | · | 15.2% | |
| Net Margin | 13.0% | 12.2% | · | 11.6% | 13.2% | 11.8% | · | 10.2% | 10.0% | 12.6% | · | 12.5% | 13.0% | 11.7% | · | 11.7% | |
| Pretax Margin | 17.0% | 15.5% | · | 15.6% | 16.9% | 15.3% | · | 13.4% | 13.4% | 16.2% | · | 15.6% | 16.3% | 14.9% | · | 14.7% | |
| EBITDA Margin | 20.2% | 18.9% | · | 19.0% | 19.9% | 18.8% | · | 14.8% | 14.6% | 19.0% | · | 16.6% | 16.8% | 17.9% | · | 15.2% | |
| ROA | 4.2% | 3.6% | · | 3.3% | 4.0% | 3.4% | · | 2.9% | 3.0% | 3.7% | · | 4.3% | 4.5% | 4.1% | · | 4.2% | |
| ROE | 10.8% | 9.6% | · | 8.9% | 10.7% | 8.9% | · | 7.9% | 8.1% | 10.1% | · | 12.0% | 13.0% | 12.3% | · | 12.3% | |
| ROIC | 6.2% | 5.5% | · | 5.1% | 5.7% | 4.9% | · | 4.5% | 4.6% | 5.3% | · | 5.9% | 6.1% | 5.8% | · | 6.9% |
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 | 2.0 | 1.8 | · | 1.7 | 1.7 | 1.8 | · | 1.8 | 2.1 | 2.2 | · | 2.1 | 2.0 | 1.9 | · | 1.7 | |
| Quick Ratio | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 1.0 | 1.2 | · | 1.1 | 1.0 | 0.9 | · | 0.7 | |
| Debt / Equity | 0.7 | 0.8 | · | 0.8 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 0.8 | |
| LT Debt / Equity | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 0.8 | |
| Interest Coverage | · | · | · | · | · | · | · | 10.3 | 11.8 | 13.8 | · | 13.5 | 14.2 | 11.7 | · | 16.6 |
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 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.3 | · | 0.4 | |
| Inventory Turnover | 1.2 | 1.1 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | |
| Receivables Turnover | 2.1 | 2.0 | · | 2.1 | 2.0 | 1.9 | · | 1.9 | 1.8 | 1.8 | · | 2.1 | 1.9 | 1.9 | · | 2.1 |
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 | $28.51 | $27.58 | · | $25.71 | $25.00 | $24.01 | · | $23.73 | $23.17 | $22.98 | · | $21.43 | $20.93 | $19.55 | · | $16.01 | |
| Revenue / Share | $22.13 | $20.27 | · | $19.10 | $19.45 | $17.77 | · | $17.24 | $17.81 | $17.02 | · | $17.77 | $18.19 | $17.79 | · | $15.98 | |
| Cash Flow / Share | · | $1.85 | · | · | · | $3.29 | · | · | · | $2.31 | · | · | · | $2.12 | · | · | |
| Cash / Share | $4.45 | $5.46 | · | $5.32 | $5.43 | $7.07 | · | $7.16 | $4.81 | $6.59 | · | $5.99 | $3.84 | $3.45 | · | $2.45 | |
| Dividend / Share | $0.79 | $0.79 | $0.79 | $0.75 | $0.75 | $0.75 | $0.75 | $0.71 | $0.71 | $0.71 | $0.71 | $0.64 | $0.64 | $0.64 | $0.64 | $0.56 | |
| EPS (TTM) | $10.01 | $9.69 | · | $9.34 | $8.90 | $8.11 | · | $8.38 | $8.83 | $9.42 | · | $8.53 | $8.18 | $8.00 | · | $7.42 |
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 | $4.48B | $4.35B | · | $4.18B | $4.10B | $4.03B | · | $4.05B | $4.09B | $4.13B | · | $4.06B | $3.97B | $3.88B | · | $3.67B | |
| Net Income TTM | $554M | $538M | · | $525M | $503M | $461M | · | $483M | $511M | $547M | · | $498M | $478M | $468M | · | $438M | |
| Market Cap | $14.47B | $13.65B | · | $12.98B | $11.44B | $10.56B | · | $10.83B | $10.69B | $14.54B | · | $10.40B | $11.40B | $9.74B | · | $7.26B | |
| Enterprise Value | $15.38B | $14.50B | · | $13.83B | $12.39B | $11.42B | · | $11.58B | $11.52B | $15.26B | · | $11.16B | $12.29B | $10.65B | · | $7.83B | |
| P/E | 26.5 | 25.7 | · | 25.2 | 23.3 | 23.3 | · | 22.9 | 21.4 | 27.1 | · | 21.3 | 24.3 | 21.1 | · | 16.9 | |
| P/S | 3.2 | 3.1 | · | 3.1 | 2.8 | 2.6 | · | 2.7 | 2.6 | 3.5 | · | 2.6 | 2.9 | 2.5 | · | 2.0 | |
| P/B | 9.3 | 9.0 | · | 9.2 | 8.3 | 7.9 | · | 8.1 | 8.1 | 11.1 | · | 8.5 | 9.5 | 8.7 | · | 7.9 | |
| P / Tangible Book | 21.6 | 21.8 | · | 24.6 | 20.8 | 20.1 | · | 20.8 | 20.5 | 23.5 | · | 19.3 | 22.4 | 21.8 | · | 14.5 | |
| P / Cash Flow | · | 133.6 | · | · | · | 56.9 | · | · | · | 109.1 | · | · | · | 78.6 | · | · | |
| EV / Revenue | 3.4 | 3.3 | · | 3.3 | 3.0 | 2.8 | · | 2.9 | 2.8 | 3.7 | · | 2.7 | 3.1 | 2.7 | · | 2.1 | |
| Dividend Yield | 1.2% | 1.2% | · | 1.3% | 1.5% | 1.6% | · | 1.5% | 1.5% | 1.0% | · | 1.4% | 1.2% | 1.4% | · | 1.8% | |
| Earnings Yield | 3.8% | 3.9% | · | 4.0% | 4.3% | 4.3% | · | 4.4% | 4.7% | 3.7% | · | 4.7% | 4.1% | 4.7% | · | 5.9% | |
| Payout Ratio | · | 32.3% | · | · | · | 36.3% | · | · | · | 33.5% | · | · | · | 30.8% | · | · | |
| Annual Payout | $171M | $169M | · | $167M | $165M | $164M | · | $159M | $155M | $152M | · | $144M | $139M | $135M | · | $129M |
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 | 2024-06-30 | 2024-03-31 | 2023-12-31 |
|---|---|---|---|---|---|
| 収益 | $4.23B | $4.01B | · | · | $4.19B |
| 粗利益率 % | 36.2% | 36.7% | · | · | 35.0% |
| 営業利益率 % | 17.0% | 15.9% | · | · | 17.1% |
| 純利益 | $521M | $466M | · | · | $545M |
| 希薄化後EPS | $9.32 | $8.15 | · | · | $9.37 |
| 指標 | 2025-12-31 | 2024-12-31 | 2024-06-30 | 2024-03-31 | 2023-12-31 |
|---|---|---|---|---|---|
| 負債資本倍率 | 0.8 | 0.9 | · | · | 0.8 |
| 流動比率 | 1.8 | 1.9 | · | · | 2.2 |
| クイックレシオ | 0.9 | 1.0 | · | · | 1.2 |
| 指標 | 2025-12-31 | 2024-12-31 | 2024-06-30 | 2024-03-31 | 2023-12-31 |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $534M | $482M | · | · | $577M |
機関投資家(13F) 743 提出者 · $12.7B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。
| 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 |
|---|---|---|---|---|
| 72 (-33 前期比) | 51 (-7 前期比) | 219 (-21 前期比) | 269 (+40 前期比) | -748K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1,431,180,905 | 5,390,309 | 11.24% | 株式数 |
| VANGUARD GROUP INC | $1,273,852,192 | 5,315,691 | 10.00% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $680,935,708 | 2,564,633 | 5.35% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $657,720,841 | 2,477,198 | 5.16% | 株式数 |
| STATE STREET CORP | $600,471,901 | 2,254,978 | 4.71% | 株式数 |
| NORGES BANK | $458,934,566 | 1,728,502 | 3.60% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $384,077,488 | 1,446,305 | 3.02% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $348,725,878 | 1,313,419 | 2.74% | 株式数 |
| Invesco Ltd. | $348,458,837 | 1,312,413 | 2.74% | 株式数 |
| JPMORGAN CHASE & CO | $275,878,476 | 1,041,849 | 2.17% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $244,384,270 | 922,170 | 1.92% | 株式数 |
| Boston Partners | $219,046,725 | 825,118 | 1.72% | 株式数 |
| GOLDMAN SACHS GROUP INC | $185,084,721 | 697,091 | 1.45% | 株式数 |
| Pictet Asset Management Holding SA | $174,980,620 | 659,040 | 1.37% | 株式数 |
| Park Edge Advisors, LLC | $167,575,043 | 631,144 | 1.32% | 株式数 |
| KEYBANK NATIONAL ASSOCIATION/OH | $141,252,922 | 532,006 | 1.11% | 株式数 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $134,576,930 | 506,862 | 1.06% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $133,880,337 | 504,250 | 1.05% | 株式数 |
| NORTHERN TRUST CORP | $123,591,720 | 465,488 | 0.97% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $116,602,115 | 439,166 | 0.92% | 株式数 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $114,350,112 | 430,681 | 0.90% | 株式数 |
| Fisher Asset Management, LLC | $110,303,325 | 415,439 | 0.87% | 株式数 |
| Bank of New York Mellon Corp | $108,330,179 | 408,008 | 0.85% | 株式数 |
| STIFEL FINANCIAL CORP | $106,354,783 | 400,563 | 0.84% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $100,891,278 | 379,991 | 0.79% | 株式数 |
| FIL Ltd | $98,828,929 | 372,223 | 0.78% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98,359,000 | 370,452 | 0.77% | 株式数 |
| MORGAN STANLEY | $98,258,833 | 370,074 | 0.77% | 株式数 |
| SATURNA CAPITAL CORP | $97,704,300 | 373,899 | 0.77% | 株式数 |
| Freestone Grove Partners LP | $95,729,365 | 360,549 | 0.75% | 株式数 |
| CITADEL ADVISORS LLC | $93,238,350 | 351,167 | 0.73% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $92,439,696 | 348,159 | 0.73% | 株式数 |
| Qube Research & Technologies Ltd | $91,874,160 | 346,029 | 0.72% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $79,931,176 | 301,046 | 0.63% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $79,210,926 | 298,335 | 0.62% | 株式数 |
| Boston Trust Walden Corp | $78,487,668 | 295,611 | 0.62% | 株式数 |
| Cartenna Capital, LP | $78,325,450 | 295,000 | 0.62% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $68,886,061 | 259,457 | 0.54% | 株式数 |
| Quantinno Capital Management LP | $60,422,355 | 227,570 | 0.47% | 株式数 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $59,251,259 | 224,982 | 0.47% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $56,706,580 | 213,576 | 0.45% | 株式数 |
| Welch & Forbes LLC | $55,469,886 | 208,918 | 0.44% | 株式数 |
| Birch Hill Investment Advisors LLC | $53,817,549 | 202,695 | 0.42% | 株式数 |
| Merewether Investment Management, LP | $50,267,946 | 189,326 | 0.39% | 株式数 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $49,736,129 | 187,323 | 0.39% | 株式数 |
| Nuveen, LLC | $48,375,850 | 182,200 | 0.38% | 株式数 |
| JANUS HENDERSON GROUP PLC | $47,416,114 | 190,355 | 0.37% | 株式数 |
| Fiera Capital Corp | $47,050,762 | 177,209 | 0.37% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $45,310,220 | 170,654 | 0.36% | 株式数 |
| FIRST TRUST ADVISORS LP | $42,923,617 | 161,665 | 0.34% | 株式数 |
企業インサイダー 53 人のインサイダー · 29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 |
|---|---|---|---|---|---|---|
| Steven B Hedlund | CHAIRMAN, PRESIDENT & CEO | 2026年8月21日 F | 63,483 | 0 | 0 | $0 |
| Raymond S Vogt | Sr. V.P. and Asst. to CEO | 2004年4月19日 M | 0 | 0 | 0 | $0 |
| Gabriel Bruno | EVP, CFO & TREASURER | 2026年3月2日 M | 29,920 | 0 | 3 | $-5,002,272 |
| Vincent K Petrella | Executive V.P, CFO & Treasurer | 2020年3月4日 F | 70,888 | 0 | 0 | $0 |
| Jay H Elliott | Sr. V.P., CFO & Treasurer | 2003年12月1日 M | 10,000 | 0 | 0 | $0 |
| Kevin J. Whaley | EVP, Pres, Global Automation | 2026年7月23日 F | 2,640 | 0 | 0 | $0 |
| Michael J Whitehead | EVP, PRESIDENT, AMERICAS WELD | 2026年6月16日 S | 9,319 | 0 | 1 | $-232,214 |
| Gregory Doria | EVP, PRES INTERNATIONAL | 2026年5月1日 F | 5,424 | 0 | 0 | $0 |
| Lisa Dietrich | EVP, CDIO | 2026年3月2日 F | 3,658 | 0 | 0 | $0 |
| Jennifer I Ansberry | EVP, GENERAL COUNSEL & SECY | 2026年3月2日 F | 20,266 | 0 | 3 | $-3,078,280 |
| Susan C Edwards | EVP, CHRO | 2026年2月18日 A | 1,868 | 0 | 0 | $0 |
| Peter M. Pletcher | SVP, PRES. AMERICAS WELDING | 2025年2月14日 F | 5,615 | 0 | 0 | $0 |
| Michele R Kuhrt | EVP, CTO | 2025年2月14日 F | 18,306 | 0 | 0 | $0 |
| Christopher L Mapes | EXECUTIVE CHAIRMAN | 2024年3月14日 A | 107,267 | 0 | 0 | $0 |
| Geoffrey P Allman | SVP, STRATEGY & BUSINESS DEVEL | 2024年3月1日 F | 10,277 | 0 | 0 | $0 |
| Michael Mintun | SVP, Sales, Americas Welding | 2021年3月4日 F | 3,110 | 0 | 0 | $0 |
| Douglas S Lance | SVP, Pres, North America Weld | 2021年3月4日 A | 8,627 | 0 | 0 | $0 |
| David J Nangle | EVP; Pres Harris Products Gr. | 2021年3月4日 F | 7,747 | 0 | 0 | $0 |
| Thomas A Flohn | SVP; Pres, Intern'l Welding | 2021年3月4日 F | 25,796 | 0 | 0 | $0 |
| George D Blankenship | Ex.VP; Pres., Americas Welding | 2020年3月4日 A | 60,535 | 0 | 0 | $0 |
| Mathias Hallmann | SVP, Pres.,Int'l Welding | 2017年2月22日 A | 11,550 | 0 | 0 | $0 |
| Frederick G Stueber | Ex. VP, General Counsel & Secy | 2017年2月17日 M | 20,745 | 0 | 0 | $0 |
| Gretchen A Farrell | Ex. VP., Chief H.R. Officer | 2015年3月3日 F | 15,884 | 0 | 0 | $0 |
| John M Stropki | Executive Chairman | 2013年12月16日 M | 169,011 | 0 | 0 | $0 |
| David M Leblanc | Sr. VP; President, LE Int'l | 2013年3月5日 M | 34,103 | 0 | 0 | $0 |
| Robert K Gudbranson | VP Strat Planning/Acq | 2007年11月28日 A | 1,570 | 0 | 0 | $0 |
| Ralph C Fernandez | VP; Pres. (Lat. Am.) | 2007年5月2日 M | 4,530 | 0 | 0 | $0 |
| James E Schilling | Sr. V.P. Corporate Development | 2006年2月23日 M | 4,040 | 0 | 0 | $0 |
| Anthony A Massaro | Chairman | 2004年7月22日 M | 33,954 | 0 | 0 | $0 |
| Bonnie J Fetch | 取締役 | 2026年4月17日 A | 2,707 | 0 | 0 | $0 |
| Purushotam Patel Benny | 取締役 | 2026年4月17日 A | 8,567 | 0 | 0 | $0 |
| Patrick P. Goris | 取締役 | 2026年4月17日 A | 9,176 | 0 | 0 | $0 |
| Marc A Howze | 取締役 | 2026年4月17日 A | 2,550 | 0 | 0 | $0 |
| Nancy Joy Falotico | 取締役 | 2026年4月17日 A | 1,523 | 0 | 0 | $0 |
| Kathryn Jo Lincoln | 取締役 | 2026年4月17日 A | 34,770 | 0 | 0 | $0 |
| Kellye L. Walker | 取締役 | 2024年12月11日 A | 4,858 | 0 | 0 | $0 |
| Hellene S Runtagh | 取締役 | 2023年12月12日 G | 29,735 | 0 | 0 | $0 |
| Stephen G Hanks | 取締役 | 2021年12月9日 A | 27,198 | 0 | 0 | $0 |
| Russell G Lincoln | 取締役 | 2021年12月9日 A | 219,065 | 0 | 0 | $0 |
| William E Macdonald III | 取締役 | 2021年12月9日 A | 15,450 | 0 | 0 | $0 |
| George H Walls JR | 取締役 | 2017年12月14日 A | 44,867 | 0 | 0 | $0 |
| David H Gunning | 取締役 | 2017年12月14日 A | 10,537 | 0 | 0 | $0 |
| Robert J Knoll | 取締役 | 2015年2月26日 S | 17,767 | 0 | 0 | $0 |
| Harold L Adams | 取締役 | 2014年12月15日 A | 19,529 | 0 | 0 | $0 |
| Ranko Cucoz | 取締役 | 2006年3月13日 M | 0 | 0 | 0 | $0 |
| Paul Edward Lego | 取締役 | 2004年11月30日 A | 9,559 | 0 | 0 | $0 |
| Harry Carlson | 取締役 | 2004年4月23日 S | 35,954 | 0 | 0 | $0 |
| Frank L Steingass | 取締役 | 2003年11月28日 A | 354,179 | 0 | 0 | $0 |
| Henry L Meyer III | 取締役 | 2003年11月28日 A | · | 0 | 0 | $0 |
| Michael F Hilton | · | 2026年4月17日 A | 13,880 | 0 | 0 | $0 |
| Brian Chambers | · | 2026年4月17日 A | 4,351 | 0 | 0 | $0 |
| Curtis E Espeland | · | 2026年4月17日 A | 19,110 | 0 | 0 | $0 |
| Phillip J Mason | · | 2025年12月10日 A | 8,802 | 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 83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 |
|---|---|---|---|---|
| CSMD · Professionally Managed Portfolios | 2.14% | 37,261 NS | 2026年7月31日 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 2.11% | 424,762 SH | 2026年10月1日 | 日次 |
| PRNT · ARK ETF Trust | 1.90% | 4,265 NS | 2026年7月31日 | N-PORT |
| MCOW · Pacer Funds Trust | 1.57% | 64 NS | 2026年7月31日 | N-PORT |
| LCLG · Advisors Series Trust | 1.34% | 5,526 NS | 2026年7月31日 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0.77% | 4,893 SH | 2026年10月1日 | 日次 |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0.73% | 32,185 SH | 2026年10月1日 | 日次 |
| MADE · iShares Trust | 0.66% | 1,562 SH | 2026年9月11日 | 日次 |
| PAMC · Pacer Funds Trust | 0.59% | 1,205 NS | 2026年7月31日 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.52% | 36,760 SH | 2026年8月19日 | 日次 |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.49% | 7,538 SH | 2026年10月1日 | 日次 |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.47% | 10,371 NS | 2026年7月31日 | N-PORT |
| ISCG · iShares Trust | 0.45% | 17,402 SH | 2026年9月11日 | 日次 |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.44% | 12,522 NS | 2026年7月31日 | N-PORT |
| BULD · Pacer Funds Trust | 0.43% | 242 NS | 2026年7月31日 | N-PORT |
| PTMC · Pacer Funds Trust | 0.40% | 6,020 NS | 2026年7月31日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.40% | 725,735 SH | 2026年8月19日 | 日次 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.40% | 88,499 SH | 2026年8月19日 | 日次 |
| BKMC · BNY Mellon ETF Trust | 0.37% | 9,053 NS | 2026年7月31日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 6,329 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.31% | 24,034 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.31% | 805 NS | 2026年7月31日 | N-PORT |
| SOVF · Elevation Series Trust | 0.28% | 930 NS | 2026年7月31日 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.27% | 15,054 SH | 2026年8月19日 | 日次 |
| VFQY · VANGUARD WELLINGTON FUND | 0.24% | 4,353 SH | 2026年8月19日 | 日次 |
| FSMD · FIDELITY COVINGTON TRUST | 0.23% | 22,500 NS | 2026年7月31日 | N-PORT |
| TRFM · ETF Series Solutions | 0.21% | 2,016 NS | 2026年7月31日 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 66,339 NS | 2026年7月31日 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.20% | 17,540 NS | 2026年7月31日 | N-PORT |
| ESML · iShares Trust | 0.20% | 21,841 SH | 2026年9月11日 | 日次 |
| SMDX · Tidal Trust III | 0.19% | 965 NS | 2026年7月31日 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.19% | 64,938 SH | 2026年8月19日 | 日次 |
| SMMD · iShares Trust | 0.19% | 28,461 SH | 2026年9月11日 | 日次 |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.18% | 8,627 SH | 2026年10月1日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.17% | 1,256,439 SH | 2026年8月19日 | 日次 |
| IYJ · iShares Trust | 0.17% | 12,640 SH | 2026年9月11日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.16% | 628,776 SH | 2026年8月19日 | 日次 |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.15% | 7,760 NS | 2026年7月31日 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.14% | 3,112 NS | 2026年7月31日 | N-PORT |
| XT · iShares Trust | 0.13% | 19,790 SH | 2026年9月11日 | 日次 |
| WSML · iShares Trust | 0.12% | 3,300 SH | 2026年9月11日 | 日次 |
| IWS · iShares Trust | 0.10% | 61,001 SH | 2026年9月11日 | 日次 |
| IWR · iShares Trust | 0.10% | 218,307 SH | 2026年9月11日 | 日次 |
| IWP · iShares Trust | 0.09% | 70,789 SH | 2026年9月11日 | 日次 |
| LRND · New York Life Investments ETF Trust | 0.08% | 1,237 NS | 2026年7月31日 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.07% | 5,561 SH | 2026年8月19日 | 日次 |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.06% | 309,515 SH | 2026年8月19日 | 日次 |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 1,560 SH | 2026年10月1日 | 日次 |
| DFAC · Dimensional ETF Trust | 0.05% | 91,362 NS | 2026年7月31日 | N-PORT |
| DUHP · Dimensional ETF Trust | 0.05% | 22,385 NS | 2026年7月31日 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 1,397 SH | 2026年10月1日 | 日次 |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.04% | 6,758 SH | 2026年10月1日 | 日次 |
| DSI · iShares Trust | 0.04% | 8,142 SH | 2026年9月11日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.04% | 783 NS | 2026年7月31日 | N-PORT |
| DGRO · iShares Trust | 0.04% | 61,767 SH | 2026年9月11日 | 日次 |
| DCOR · Dimensional ETF Trust | 0.03% | 4,101 NS | 2026年7月31日 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 24,557 SH | 2026年8月19日 | 日次 |
| DFAU · Dimensional ETF Trust | 0.03% | 14,253 NS | 2026年7月31日 | N-PORT |
| IWD · iShares Trust | 0.03% | 90,306 SH | 2026年9月11日 | 日次 |
| DFSU · Dimensional ETF Trust | 0.03% | 2,354 NS | 2026年7月31日 | N-PORT |
| IUSG · iShares Trust | 0.02% | 32,500 SH | 2026年9月11日 | 日次 |
| TILT · FlexShares Trust | 0.02% | 2,054 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 16,465 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 7,461 SH | 2026年10月1日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 1,739,965 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,788 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 4,485 SH | 2026年8月19日 | 日次 |
| IYY · iShares Trust | 0.02% | 2,362 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.02% | 15,328 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.02% | 36,664 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.02% | 71,571 SH | 2026年9月11日 | 日次 |
| IUSV · iShares Trust | 0.01% | 15,693 SH | 2026年9月11日 | 日次 |
| DFVX · Dimensional ETF Trust | 0.01% | 249 NS | 2026年7月31日 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 48,464 SH | 2026年8月19日 | 日次 |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 19,806 SH | 2026年8月19日 | 日次 |
| IWF · iShares Trust | 0.01% | 47,331 SH | 2026年9月11日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.00% | 1,984 NS | 2026年7月31日 | N-PORT |
| IJH · iShares Trust | · | 1,922,585 SH | 2026年9月11日 | 日次 |
| IJK · iShares Trust | · | 216,057 SH | 2026年9月11日 | 日次 |
| IJJ · iShares Trust | · | 89,395 SH | 2026年8月25日 | 日次 |
| XJH · iShares Trust | · | 7,484 SH | 2026年9月8日 | 日次 |
| ISCB · iShares Trust | · | 2,462 SH | 2026年9月11日 | 日次 |
| SMLF · iShares Trust | · | 9,408 SH | 2026年9月11日 | 日次 |
LECO 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
12ヶ月目標株価
11 アナリスト · 2026-09-20平均値ターゲット $304.91 +11.1%
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 |
|---|---|---|---|---|---|---|
| LECO | $13.14B | 25.7 | 5.6% | 12.3% | 36.5% | 36.2% |
| NDSN | $12.97B | 27.3 | 3.8% | 17.3% | 16.1% | · |
| ITT | · | 28.4 | 8.5% | 12.4% | 14.2% | 35.4% |
| IEX | $16.03B | 27.8 | 5.8% | 14.0% | 12.3% | 44.5% |
| FTV | $17.30B | 31.9 | 1.9% | 13.9% | 7.0% | 63.5% |
| RBC | $17.42B | 58.6 | 14.3% | 15.4% | 8.8% | 44.4% |
| MLI | $13.13B | 17.2 | 10.9% | 18.3% | 25.6% | · |
| SWK | $11.86B | 28.9 | -1.5% | 2.7% | 4.4% | · |
| GGG | $13.77B | 27.1 | 5.8% | 23.3% | 20.2% | 52.4% |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | · |
| WTS | · | 27.1 | 8.3% | 14.0% | 17.4% | 49.5% |
最新ニュース この会社に言及した最近の見出し
トレードシグナル エントリー価格とリスク/リワード比率を伴う最近の売買シグナル
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