LOCO El Pollo Loco Holdings, Inc. - Common Stock
$15.61
株価 · 8月 19, 2026
ファンダメンタルズ（時点） 8月 7, 2026
52週レンジ
$9–$17
79% of range
アナリスト評価
BUY
12 analysts
目標株価
$20
+30% upside
P/E (TTM)
17.3
ROE
9.4%
純利益率
5.4%
LOCO 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
$15.61
時価総額
$468M
P/E (TTM)
17.3
EPS（TTM）
$0.90
収益（TTM）
$490M
配当利回り
—
ROE
9.4%
負債/自己資本
—
52週レンジ
$9 – $17
LOCO 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
Configure
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
収益と純利益
$490M
2016-12-28
→
2025-12-31
EPS
$0.90
2016-12-28
→
2025-12-31
フリーキャッシュフロー
$25M
2016-12-28
→
2025-12-31
利益率
5.4%
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
LOCO
競合中央値
P/E (TTM)
17.3
21.8
P/S (TTM) (株価売上高倍率（TTM）)
1.0
1.2
P/B (株価純資産倍率)
1.6
4.7
Price / FCF (株価FCF倍率)
18.4
—
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
LOCO
競合中央値
Operating Margin (営業利益率)
8.6%
—
Net Profit Margin (純利益率)
5.4%
0.30%
ROA
4.4%
0.23%
ROE
9.4%
10.1%
ROIC
10.2%
—
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
LOCO
競合中央値
Current Ratio (流動比率)
0.3
0.9
Quick Ratio (クイックレシオ)
0.1
—
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
LOCO
競合中央値
Revenue YoY (収益（前年比）)
3.6%
—
Revenue CAGR 3Y (収益（3年CAGR）)
1.4%
—
Revenue CAGR 5Y (収益（5年CAGR）)
2.8%
—
EPS YoY
4.7%
—
Net Income YoY (純利益（前年比）)
3.1%
—
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
LOCO
競合中央値
配当金 利回り、配当性向、配当履歴、5年CAGR
配当利回り
—
配当性向
—
5年配当CAGR
—
| 権利落ち日 | 金額 |
|---|---|
| 2022年10月21日 | $1.5000 |
LOCO 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
買い
12 アナリスト
- 強い買い 3 25.0%
- 買い 6 50.0%
- 保有 3 25.0%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
5 アナリスト · 2026-08-17
中央値
$21.00
平均値
$20.30
← 全目標を下回る
$15.61
安値
$17.00
高値
$22.50
中央値ターゲット
$21.00
+34.5%
平均値ターゲット
$20.30
+30.0%
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
0.03%
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.30 | $0.28 | 0.02% |
| 2026年3月31日 | $0.28 | $0.22 | 0.06% |
| 2025年12月31日 | $0.25 | $0.20 | 0.05% |
| 2025年9月30日 | $0.27 | $0.22 | 0.05% |
| 2025年6月30日 | $0.28 | $0.25 | 0.03% |
| 2025年3月31日 | $0.19 | $0.21 | -0.02% |
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
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| LOCO | $313M | 11.6 | 3.6% | 5.4% | 9.4% | — |
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | — |
| KRUS | — | -530.0 | 18.9% | -0.67% | -0.83% | — |
| DNUT | $734M | -1.4 | -8.6% | -33.9% | -57.8% | — |
| DIN | $454M | 30.7 | 8.2% | 1.9% | -7.0% | 40.9% |
| BRCB | — | — | 24.5% | -0.03% | 0.06% | — |
| SERV | $776M | -6.4 | 46.2% | -3823.5% | -36.3% | -580.2% |
| NATH | — | 20.8 | 9.4% | — | — | — |
| PTLO | — | 17.4 | 3.0% | 2.6% | 4.5% | — |
| JACK | $1.68B | -4.8 | -6.8% | -5.5% | 8.4% | — |
| MCD | — | 25.6 | 3.7% | 31.9% | -376.3% | — |
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 14
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| SG&A Expense | $50M | $46M | $42M | $39M | $40M | $36M | $40M | $50M | $39M | $35M | $29M | $30M | |
| Operating Expenses | $448M | $432M | $429M | $440M | $413M | $393M | $404M | $445M | $395M | $346M | $306M | $298M | |
| Operating Income | $42M | $41M | $40M | $30M | $41M | $34M | $38M | $-9M | $7M | $35M | $49M | $49M | |
| Interest Expense | · | · | $5M | $2M | $2M | $3M | $4M | $4M | · | · | $4M | $18M | |
| Interest Income | · | · | · | · | · | · | · | $12.0K | $25.0K | $28.0K | $49.0K | · | |
| Pretax Income | $38M | $35M | $35M | $29M | $39M | $30M | $35M | $-12M | $9M | $31M | $45M | $-21M | |
| Income Tax | $11M | $10M | $9M | $8M | $10M | $6M | $10M | $-3M | $497.0K | $13M | $21M | $-63M | |
| Net Income | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| EPS (Basic) | $0.91 | $0.86 | $0.75 | $0.57 | $0.81 | $0.70 | $0.68 | $-0.23 | $0.22 | $0.48 | $0.63 | $1.32 | |
| EPS (Diluted) | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 | $0.68 | $0.67 | $-0.23 | $0.22 | $0.47 | $0.62 | $1.24 | |
| Shares (Basic) | 29,178,940 | 29,850,256 | 34,253,542 | 36,350,579 | 35,973,892 | 35,193,325 | 36,739,209 | 38,574,553 | 38,453,347 | 38,357,805 | 37,949,316 | 32,285,484 | |
| Shares (Diluted) | 29,396,890 | 30,034,978 | 34,374,706 | 36,575,904 | 36,446,756 | 35,796,406 | 37,441,503 | 38,574,553 | 39,086,676 | 39,026,950 | 39,039,558 | 34,346,241 | |
| EBITDA | $58M | $57M | $55M | $45M | $57M | $50M | $56M | $8M | $25M | $51M | $49M | · |
貸借対照表 25
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $2M | $7M | $20M | $30M | $13M | $8M | $7M | $9M | $2M | $6M | $11M | |
| Receivables | · | · | · | · | · | · | $9M | $10M | $7M | $7M | $6M | $6M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Prepaid Expense | $6M | $6M | $6M | $4M | $4M | $4M | $6M | $3M | $3M | $3M | $3M | $5M | |
| Other Current Assets | $782.0K | $680.0K | $296.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $26M | $20M | $25M | $37M | $50M | $32M | $25M | $22M | $21M | $14M | $39M | $44M | |
| PP&E (Net) | $97M | $86M | $84M | $79M | $76M | $80M | $92M | $104M | $103M | $118M | $102M | $82M | |
| PP&E (Gross) | · | · | · | · | · | · | $237M | $248M | $209M | $215M | $187M | $157M | |
| Accum. Depreciation | · | · | · | · | · | · | $145M | $144M | $107M | $96M | $84M | $75M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | |
| Other Non-current Assets | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $1M | $1M | $2M | $2M | |
| Total Assets | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Accounts Payable | $16M | $12M | $13M | $13M | $11M | $7M | $6M | $10M | $12M | $12M | $11M | $6M | |
| Current Liabilities | $79M | $76M | $73M | $69M | $75M | $66M | $74M | $83M | $47M | $45M | $40M | $32M | |
| Capital Leases | $171M | $171M | $168M | $165M | $172M | $179M | $197M | $116.0K | $184.0K | $317.0K | $461.0K | $638.0K | |
| Deferred Tax | $8M | $6M | $9M | $9M | $5M | $5M | $2M | $0 | $0 | $18M | $2M | · | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $9M | $11M | $6M | $20M | $13M | $11M | $43M | $46M | |
| Total Liabilities | $316M | $331M | $342M | $316M | $303M | $328M | $379M | $185M | $168M | $206M | $216M | $245M | |
| Long-term Debt | $51M | $71M | $84M | $66M | $40M | $63M | · | · | · | · | $124M | $166M | |
| Common Stock | $299.0K | $298.0K | $313.0K | $370.0K | $365.0K | $364.0K | $351.0K | $390.0K | $387.0K | $385.0K | $383.0K | $374.0K | |
| Retained Earnings | $44M | $19M | $14M | $-12M | $-32M | $-62M | $-86M | $-111M | $-98M | $-107M | $-125M | $-149M | |
| AOCI | · | · | $0 | $126.0K | $-290.0K | $-833.0K | $253.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $291M | $261M | $251M | $281M | $311M | $278M | $246M | $265M | $275M | $265M | $245M | $210M | |
| Liabilities + Equity | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Shares Outstanding | 29,957,385 | 29,839,721 | 31,353,223 | 37,008,061 | 36,601,648 | 36,423,505 | 35,126,582 | 39,009,451 | 38,661,850 | 38,473,772 | 38,284,435 | 37,420,450 |
キャッシュフロー 16
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $15M | $14M | $15M | $17M | $18M | $18M | $18M | $16M | $13M | $12M | |
| Stock-based Comp | $5M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $1M | $539.0K | $1M | |
| Deferred Tax | $1M | $-3M | $906.0K | $5M | $957.0K | $4M | $10M | $-3M | $250.0K | $12M | $15M | $-67M | |
| Other Non-cash | $-1M | $4M | $-4M | $-5M | $4M | $-8M | $-19M | $38M | $26M | $1M | · | · | |
| Operating Cash Flow | $48M | $47M | $41M | $39M | $52M | $41M | $36M | $45M | $54M | $49M | $58M | $26M | |
| CapEx | $23M | $19M | $21M | $20M | $17M | $7M | $15M | $28M | $36M | $37M | $31M | $27M | |
| Investing Cash Flow | $-23M | $-19M | $-13M | $-19M | $-12M | $-7M | $-11M | $-28M | $-36M | $-35M | · | · | |
| Stock Issued | $1M | $2M | $1M | $2M | $866.0K | $6M | $1M | $2M | $93.0K | $978.0K | · | $112M | |
| Stock Repurchased | $2M | $21M | $59M | · | $0 | $0 | $48M | $981.0K | $0 | $0 | · | · | |
| Net Stock Activity | $-737.0K | $-19M | $-58M | $2M | $866.0K | $6M | $-47M | $856.0K | · | · | · | $112M | |
| Dividends Paid | · | · | · | $56M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-22M | $-33M | $-40M | $-29M | $-23M | $-29M | $-24M | $-19M | $-11M | $-18M | · | · | |
| Net Change in Cash | · | · | · | · | · | · | $1M | $-2M | $6M | $-4M | $-5M | $-6M | |
| Taxes Paid | $10M | $10M | $8M | $5M | $6M | $4M | $558.0K | $183.0K | $336.0K | $171.0K | $18.0K | $156.0K | |
| Free Cash Flow | $25M | $28M | $19M | $19M | $35M | $34M | $21M | $18M | $17M | $12M | $27M | $-751.0K | |
| Levered FCF | · | · | $16M | $17M | $34M | $31M | · | · | · | · | $25M | $37M |
収益性 7
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% | 7.9% | 8.7% | -2.2% | 1.7% | 9.1% | 13.8% | · | |
| Net Margin | 5.4% | 5.4% | 5.5% | 4.4% | 6.4% | 5.7% | 5.6% | -2.1% | 2.1% | 4.8% | 6.8% | 12.3% | |
| Pretax Margin | 7.7% | 7.5% | 7.4% | 6.2% | 8.7% | 7.1% | 7.8% | -2.8% | 2.3% | 8.2% | 12.7% | -6.0% | |
| EBITDA Margin | 11.8% | 12.0% | 11.7% | 9.5% | 12.4% | 11.8% | 12.7% | 1.9% | 6.2% | 13.3% | 13.8% | · | |
| ROA | 4.4% | 4.3% | 4.3% | 3.4% | 4.8% | 4.0% | 4.6% | -2.0% | 1.9% | 3.9% | 5.2% | 9.7% | |
| ROE | 9.4% | 10.0% | 10.0% | 6.8% | 9.5% | 8.9% | 10.3% | -3.2% | 3.2% | 7.2% | 10.6% | 32.8% | |
| ROIC | 10.2% | 11.5% | 11.6% | 7.7% | 9.8% | 9.8% | 11.2% | -2.6% | 2.4% | 7.7% | 10.7% | · |
流動性と支払能力 3
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.8 | 1.0 | 1.4 | |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.5 | |
| Interest Coverage | · | · | 8.3 | 18.0 | 22.7 | 10.2 | · | · | · | · | 13.2 | · |
効率性 2
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | 48.9 | 51.9 | 56.9 | 58.0 | 59.4 | 59.1 |
成長率 9
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 0.93% | -0.28% | 3.4% | 6.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.4% | 1.4% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4.7% | 16.2% | 29.8% | -28.7% | 17.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 16.4% | 2.4% | 2.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3.1% | 0.51% | 22.9% | -28.6% | 19.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.4% | -4.1% | 1.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.6% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 13
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| Net Income TTM | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| Market Cap | $313M | $352M | $284M | $369M | $513M | $663M | $529M | $589M | $387M | $485M | $485M | $747M | |
| P/E | 11.6 | 13.7 | 12.2 | 17.5 | 17.5 | 26.8 | 22.5 | -65.7 | 45.5 | 26.8 | 20.5 | 16.1 | |
| P/S | 0.6 | 0.7 | 0.6 | 0.8 | 1.1 | 1.6 | 1.2 | 1.4 | 1.0 | 1.3 | 1.4 | 2.2 | |
| P/B | 1.1 | 1.4 | 1.1 | 1.3 | 1.7 | 2.4 | 2.2 | 2.2 | 1.4 | 1.8 | 2.0 | 3.6 | |
| P / Tangible Book | 7.4 | 29.4 | 140.3 | 11.4 | 8.3 | 22.9 | · | · | · | · | · | · | |
| P / Cash Flow | 6.5 | 7.5 | 7.0 | 9.6 | 9.8 | 16.4 | 14.6 | 13.0 | 7.2 | 9.8 | 8.4 | 28.6 | |
| P / FCF | 12.3 | 12.7 | 14.7 | 19.8 | 14.6 | 19.6 | 25.5 | 33.4 | 22.2 | 40.8 | 17.9 | -995.1 | |
| Dividend Yield | · | · | · | 15.1% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.6% | 7.3% | 8.2% | 5.7% | 5.7% | 3.7% | 4.5% | -1.5% | 2.2% | 3.7% | 4.9% | 6.2% | |
| Payout Ratio | · | · | · | 267.2% | · | · | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $56M | · | · | · | · | · | · | · | · |
損益計算書 13
| 指標 | トレンド | Q3 2026 | Q2 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 | $130M | $126M | $124M | $122M | $126M | $119M | $114M | $120M | $122M | $116M | $112M | $120M | $121M | $115M | $116M | $120M | |
| SG&A Expense | $7M | $13M | $13M | $12M | $14M | $11M | $11M | $11M | $12M | $12M | $11M | $9M | $11M | $11M | $10M | $10M | |
| Operating Expenses | $111M | $114M | $113M | $110M | $115M | $110M | $105M | $110M | $110M | $106M | $105M | $107M | $111M | $107M | $106M | $113M | |
| Operating Income | $19M | $12M | $10M | $11M | $11M | $9M | $9M | $10M | $12M | $10M | $7M | $14M | $11M | $8M | $10M | $7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $2M | · | $1M | $976.0K | $1M | · | $108.0K | |
| Pretax Income | $18M | $11M | $9M | $10M | $10M | $8M | $8M | $9M | $11M | $8M | $6M | $12M | $10M | $7M | $9M | $7M | |
| Income Tax | $5M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Net Income | $13M | $8M | $7M | $7M | $7M | $5M | $6M | $6M | $8M | $6M | $4M | $9M | $7M | $5M | $7M | $5M | |
| EPS (Basic) | $0.43 | $0.28 | $0.23 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.14 | $0.17 | $0.14 | |
| EPS (Diluted) | $0.43 | $0.27 | $0.22 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.13 | $0.17 | $0.14 | |
| Shares (Basic) | 29,727,656 | 29,407,496 | -58,224,247 | 29,219,480 | 29,097,871 | 29,085,836 | -60,367,654 | 29,199,971 | 30,240,170 | 30,777,769 | -70,826,651 | 33,412,674 | 35,433,414 | 36,234,105 | -72,609,166 | 36,402,899 | |
| Shares (Diluted) | 30,093,260 | 29,691,297 | -58,620,164 | 29,406,754 | 29,272,394 | 29,337,906 | -60,703,945 | 29,423,649 | 30,378,048 | 30,937,226 | -71,127,560 | 33,490,004 | 35,534,104 | 36,478,158 | -72,885,460 | 36,507,050 | |
| EBITDA | $23M | $17M | · | $15M | $15M | $13M | · | $14M | $16M | $14M | · | $18M | $15M | $11M | · | $10M |
貸借対照表 22
| 指標 | トレンド | Q3 2026 | Q2 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 | $13M | $4M | $6M | $11M | $9M | $4M | $2M | $8M | $10M | $9M | · | $14M | $10M | $5M | · | $19M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Prepaid Expense | $6M | $7M | $6M | $3M | $4M | $5M | $6M | $3M | $4M | $5M | · | $4M | $3M | $5M | · | $3M | |
| Other Current Assets | $792.0K | $859.0K | $782.0K | $1M | $1M | $1M | $680.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $34M | $26M | $26M | $28M | $27M | $24M | $20M | $23M | $26M | $27M | · | $29M | $27M | $24M | · | $40M | |
| PP&E (Net) | $100M | $97M | $97M | $89M | $87M | $84M | $86M | $85M | $86M | $86M | · | $82M | $85M | $80M | · | $78M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | · | $249M | $249M | $249M | · | $249M | |
| Other Non-current Assets | $6M | $6M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Total Assets | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Accounts Payable | $19M | $10M | $16M | $11M | $15M | $12M | $12M | $9M | $12M | $12M | · | $10M | $17M | $12M | · | $12M | |
| Current Liabilities | $85M | $76M | $79M | $70M | $77M | $75M | $76M | $76M | $75M | $75M | · | $70M | $74M | $64M | · | $70M | |
| Capital Leases | $170M | $171M | $171M | $173M | $165M | $165M | $171M | $166M | $166M | $170M | · | $167M | $170M | $171M | · | $168M | |
| Deferred Tax | $11M | $9M | $8M | $9M | $4M | $5M | $6M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $7M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $7M | $6M | $6M | · | $6M | |
| Total Liabilities | $302M | $307M | $316M | $320M | $323M | $325M | $331M | $335M | $345M | $342M | · | $334M | $320M | $310M | · | $273M | |
| Long-term Debt | $30M | $44M | $51M | $61M | $69M | $73M | · | $76M | $87M | $80M | · | $80M | · | $58M | · | $20M | |
| Common Stock | $304.0K | $304.0K | $299.0K | $299.0K | $299.0K | $300.0K | $298.0K | $299.0K | $299.0K | $312.0K | · | $329.0K | $356.0K | $364.0K | · | $370.0K | |
| Retained Earnings | $65M | $52M | $44M | $37M | $30M | $23M | $19M | $34M | $28M | $20M | · | $10M | $382.0K | $-7M | · | $-18M | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | · | $63.0K | · | $190.0K | |
| Stockholders' Equity | $317M | $302M | $291M | $283M | $274M | $266M | $261M | $255M | $249M | $256M | $251M | $259M | $277M | $281M | $281M | $330M | |
| Liabilities + Equity | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Shares Outstanding | 30,440,266 | 30,455,298 | 29,957,385 | 29,999,694 | 30,008,692 | 30,059,485 | 29,839,721 | 29,950,476 | 29,988,771 | 31,179,519 | · | 32,957,470 | 35,643,747 | 36,450,477 | · | 37,053,405 |
キャッシュフロー 14
| 指標 | トレンド | Q3 2026 | Q2 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 | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | · | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $900.0K | $920.0K | $493.0K | $900.0K | $800.0K | $771.0K | $665.0K | $1M | |
| Deferred Tax | · | $1M | $-1M | $5M | $-659.0K | $-1M | $-3M | $70.0K | $263.0K | $-65.0K | $-232.0K | $889.0K | $-474.0K | $723.0K | $2M | $1M | |
| Other Non-cash | · | $-2M | · | · | · | $-4M | · | · | · | $545.0K | · | · | · | $-6M | · | · | |
| Operating Cash Flow | · | $13M | $14M | $15M | $14M | $5M | $6M | $13M | $17M | $11M | $8M | $11M | $18M | $4M | $17M | $10M | |
| CapEx | · | $10M | $9M | $5M | $5M | $3M | $5M | $4M | $7M | $4M | $6M | $6M | $3M | $6M | $7M | $4M | |
| Investing Cash Flow | · | $-10M | $-9M | $-5M | $-5M | $-3M | $-5M | $-4M | $-6M | $-4M | $-6M | $1M | $-3M | $-6M | $-6M | $-4M | |
| Stock Issued | · | $2M | $570.0K | $83.0K | $26.0K | $426.0K | $1.0K | $498.0K | · | · | $0 | $347.0K | $781.0K | $43.0K | $133.0K | $0 | |
| Stock Repurchased | · | · | $-1.0K | $0 | $68.0K | $2M | $1M | $1M | $17M | $1M | $13M | $29M | $12M | $6M | · | · | |
| Net Stock Activity | · | $2M | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $-6M | · | · | |
| Financing Cash Flow | · | $-5M | $-10M | $-8M | $-4M | $493.0K | $-7M | $-12M | $-9M | $-5M | $-9M | $-9M | $-9M | $-14M | $-10M | $-21M | |
| Taxes Paid | · | · | $-194.0K | $3.0K | · | · | $3M | $2M | · | · | $8M | $9.0K | · | · | $0 | $3.0K | |
| Free Cash Flow | · | $3M | · | · | · | $1M | · | · | · | $7M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $6M | · | · | · | $-3M | · | · |
収益性 7
| 指標 | トレンド | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.4% | 9.7% | · | 9.4% | 9.0% | 7.5% | · | 8.4% | 10.1% | 8.3% | · | 11.4% | 9.0% | 6.8% | · | 5.7% | |
| Net Margin | 9.9% | 6.5% | · | 6.0% | 5.7% | 4.6% | · | 5.1% | 6.2% | 5.1% | · | 7.7% | 5.8% | 4.3% | · | 4.2% | |
| Pretax Margin | 13.9% | 9.1% | · | 8.5% | 8.0% | 6.5% | · | 7.1% | 8.8% | 7.0% | · | 10.1% | 8.1% | 6.0% | · | 5.7% | |
| EBITDA Margin | 17.6% | 13.1% | · | 12.7% | 12.1% | 10.8% | · | 11.8% | 13.2% | 11.7% | · | 14.6% | 12.0% | 9.9% | · | 8.7% | |
| ROA | · | · | · | 1.2% | 1.2% | 0.92% | · | 1.1% | 1.3% | 0.99% | · | 1.5% | 1.2% | 0.82% | · | 0.83% | |
| ROE | · | · | · | 2.7% | 2.7% | 2.1% | · | 2.4% | 2.9% | 2.2% | · | 3.1% | 2.4% | 1.7% | · | 1.6% | |
| ROIC | · | · | · | 2.9% | 2.9% | 2.4% | · | 2.9% | 3.5% | 2.8% | · | 4.0% | 2.8% | 2.0% | · | 1.5% |
流動性と支払能力 3
| 指標 | トレンド | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | |
| Quick Ratio | · | · | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 6.2 | · | 9.9 | 11.2 | 7.7 | · | 63.6 |
効率性 1
| 指標 | トレンド | Q3 2026 | Q2 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 | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
バリュエーション（TTM） 10
| 指標 | トレンド | Q3 2026 | Q2 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 | $503M | $493M | · | $487M | $488M | $478M | · | $479M | $480M | $473M | · | $476M | $480M | $469M | · | $470M | |
| Net Income TTM | $35M | $28M | · | $26M | $26M | $25M | · | $29M | $30M | $27M | · | $26M | $24M | $19M | · | $24M | |
| Market Cap | · | · | · | $301M | $324M | $317M | · | $408M | $336M | $293M | · | $293M | $326M | $353M | · | $341M | |
| P/E | 14.5 | 14.6 | · | 11.3 | 12.1 | 12.5 | · | 14.6 | 12.2 | 11.8 | · | 11.9 | 13.6 | 18.3 | · | 13.5 | |
| P/S | · | · | · | 0.6 | 0.7 | 0.7 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.7 | |
| P/B | · | · | · | 1.1 | 1.2 | 1.2 | · | 1.6 | 1.4 | 1.1 | · | 1.1 | 1.2 | 1.3 | · | 1.0 | |
| P / Tangible Book | · | · | · | 8.8 | 12.7 | 18.6 | · | 62.4 | · | 38.5 | · | 29.3 | 11.5 | 11.1 | · | 4.2 | |
| P / Cash Flow | · | · | · | · | · | 66.9 | · | · | · | 26.3 | · | · | · | 92.5 | · | · | |
| P / FCF | · | · | · | · | · | 235.4 | · | · | · | 41.9 | · | · | · | -163.4 | · | · | |
| Earnings Yield | 6.9% | 6.8% | · | 8.9% | 8.2% | 8.0% | · | 6.8% | 8.2% | 8.5% | · | 8.4% | 7.3% | 5.5% | · | 7.4% |
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
損益計算書
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| 収益 | $490M | $473M | $469M | $470M | $454M |
| 営業利益率 % | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% |
| 純利益 | $26M | $26M | $26M | $21M | $29M |
| 希薄化後EPS | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 |
貸借対照表
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| 流動比率 | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 |
| クイックレシオ | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 |
キャッシュフロー
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $25M | $28M | $19M | $19M | $35M |
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機関投資家（13F） 164 提出者 · $357.6M合計 · 時点 2026年6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。
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 |
|---|---|---|---|---|
| 31 (-3 前期比) | 12 (-11 前期比) | 56 (+15 前期比) | 43 (+1 前期比) | +1.8M |
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 |
|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | $64,064,704 | 3,777,400 | 17.92% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $33,403,263 | 1,969,532 | 9.34% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $18,808,369 | 1,108,984 | 5.26% | 株式数 |
| First Eagle Investment Management, LLC | $16,888,751 | 995,799 | 4.72% | 株式数 |
| GOLDMAN SACHS GROUP INC | $15,663,645 | 923,564 | 4.38% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $15,377,378 | 906,685 | 4.30% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $13,327,381 | 785,652 | 3.73% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12,378,934 | 729,890 | 3.46% | 株式数 |
| Hillsdale Investment Management Inc. | $11,127,388 | 656,096 | 3.11% | 株式数 |
| STATE STREET CORP | $10,654,662 | 628,223 | 2.98% | 株式数 |
| BIGLARI, SARDAR | $8,297,629 | 489,247 | 2.32% | 株式数 |
| MONIMUS CAPITAL MANAGEMENT, LP | $7,733,455 | 455,982 | 2.16% | 株式数 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,271,023 | 428,716 | 2.03% | 株式数 |
| Archon Capital Management LLC | $7,134,902 | 420,690 | 2.00% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $7,096,064 | 418,400 | 1.98% | 株式数 |
| Divisadero Street Capital Management, LP | $6,952,328 | 409,925 | 1.94% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6,298,486 | 371,373 | 1.76% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $6,119,609 | 360,826 | 1.71% | 株式数 |
| Rodgers Brothers Inc. | $5,975,008 | 352,300 | 1.67% | 株式数 |
| Assenagon Asset Management S.A. | $5,113,525 | 301,505 | 1.43% | 株式数 |
| Qube Research & Technologies Ltd | $5,016,581 | 295,789 | 1.40% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4,864,806 | 286,840 | 1.36% | 株式数 |
| D. E. Shaw & Co., Inc. | $4,243,799 | 250,224 | 1.19% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3,783,725 | 223,097 | 1.06% | 株式数 |
| Trexquant Investment LP | $3,709,305 | 218,709 | 1.04% | 株式数 |
| Nuveen Asset Management, LLC | $3,234,639 | 280,298 | 0.90% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $2,966,796 | 174,929 | 0.83% | 株式数 |
| CITADEL ADVISORS LLC | $2,489,524 | 146,788 | 0.70% | 株式数 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2,244,571 | 132,345 | 0.63% | 株式数 |
| LAZARD ASSET MANAGEMENT LLC | $1,948,789 | 114,905 | 0.55% | 株式数 |
| NORGES BANK | $1,801,152 | 106,200 | 0.50% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,604,704 | 94,617 | 0.45% | 株式数 |
| Quantinno Capital Management LP | $1,447,417 | 85,343 | 0.40% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $1,425,505 | 84,051 | 0.40% | 株式数 |
| Informed Momentum Co LLC | $1,359,683 | 80,170 | 0.38% | 株式数 |
| Aristides Capital LLC | $1,353,968 | 79,833 | 0.38% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $1,303,698 | 76,869 | 0.36% | 株式数 |
| TUDOR INVESTMENT CORP ET AL | $1,241,726 | 73,215 | 0.35% | 株式数 |
| Boston Partners | $1,227,990 | 72,405 | 0.34% | 株式数 |
| SummerHaven Investment Management, LLC | $1,182,807 | 69,741 | 0.33% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1,177,000 | 69,400 | 0.33% | 株式数 |
| Point72 Asset Management, L.P. | $1,108,251 | 65,345 | 0.31% | 株式数 |
| Campbell & CO Investment Adviser LLC | $1,063,952 | 62,733 | 0.30% | 株式数 |
| Bank of New York Mellon Corp | $1,053,860 | 62,138 | 0.29% | 株式数 |
| Sanctuary Advisors, LLC | $950,421 | 56,039 | 0.27% | 株式数 |
| GABELLI FUNDS LLC | $932,800 | 55,000 | 0.26% | 株式数 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $905,020 | 53,362 | 0.25% | 株式数 |
| TWO SIGMA ADVISERS, LP | $901,652 | 86,200 | 0.25% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $868,759 | 51,224 | 0.24% | 株式数 |
| POLEN CAPITAL MANAGEMENT LLC | $787,266 | 46,419 | 0.22% | 株式数 |
| BlackRock, Inc. | $761,063 | 44,874 | 0.21% | 株式数 |
| AXA Investment Managers S.A. | $719,536 | 74,179 | 0.20% | 株式数 |
| BARCLAYS PLC | $665,968 | 39,267 | 0.19% | 株式数 |
| Prosperity Wealth Management, Inc. | $655,842 | 62,700 | 0.18% | 株式数 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $654,554 | 38,594 | 0.18% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $650,314 | 38,344 | 0.18% | 株式数 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $633,134 | 37,331 | 0.18% | 株式数 |
| RHUMBLINE ADVISERS | $602,700 | 35,537 | 0.17% | 株式数 |
| DEUTSCHE BANK AG\ | $563,089 | 33,201 | 0.16% | 株式数 |
| AlphaQuest LLC | $562,392 | 53,766 | 0.16% | 株式数 |
| AMERIPRISE FINANCIAL INC | $557,068 | 32,846 | 0.16% | 株式数 |
| CANADA PENSION PLAN INVESTMENT BOARD | $554,592 | 32,700 | 0.16% | 株式数 |
| JANE STREET GROUP, LLC | $544,789 | 32,122 | 0.15% | 株式数 |
| Keeley-Teton Advisors, LLC | $512,940 | 49,800 | 0.14% | 株式数 |
| State of Wyoming | $495,232 | 29,200 | 0.14% | 株式数 |
| Headlands Technologies LLC | $486,158 | 28,665 | 0.14% | 株式数 |
| Watershed Asset Management, L.L.C. | $485,022 | 28,598 | 0.14% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $477,200 | 34,430 | 0.13% | 株式数 |
| FEDERATED HERMES, INC. | $462,601 | 27,276 | 0.13% | 株式数 |
| ALGERT GLOBAL LLC | $459,616 | 27,100 | 0.13% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $454,528 | 26,800 | 0.13% | コールオプション |
| WELLS FARGO & COMPANY/MN | $409,160 | 24,125 | 0.11% | 株式数 |
| BAILARD, INC. | $347,680 | 20,500 | 0.10% | 株式数 |
| Schonfeld Strategic Advisors LLC | $341,403 | 20,130 | 0.10% | 株式数 |
| Squarepoint Ops LLC | $321,002 | 18,927 | 0.09% | 株式数 |
| Connor, Clark & Lunn Investment Management Ltd. | $303,804 | 17,913 | 0.08% | 株式数 |
| ExodusPoint Capital Management, LP | $303,601 | 17,901 | 0.08% | 株式数 |
| XTX Topco Ltd | $301,277 | 17,764 | 0.08% | 株式数 |
| FRANKLIN RESOURCES INC | $300,870 | 17,740 | 0.08% | 株式数 |
| Focus Partners Wealth | $290,643 | 17,137 | 0.08% | 株式数 |
| MERCER GLOBAL ADVISORS INC /ADV | $286,607 | 16,899 | 0.08% | 株式数 |
| MetLife Investment Management, LLC | $270,054 | 15,923 | 0.08% | 株式数 |
| Semanteon Capital Management, LP | $259,810 | 15,319 | 0.07% | 株式数 |
| STIFEL FINANCIAL CORP | $254,400 | 15,000 | 0.07% | 株式数 |
| Empowered Funds, LLC | $253,569 | 14,951 | 0.07% | 株式数 |
| Man Group plc | $253,247 | 14,932 | 0.07% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $224,974 | 13,265 | 0.06% | 株式数 |
| HSBC HOLDINGS PLC | $199,618 | 11,882 | 0.06% | 株式数 |
| LEVEL FOUR ADVISORY SERVICES, LLC | $198,500 | 11,704 | 0.06% | 株式数 |
| JPMORGAN CHASE & CO | $197,401 | 11,942 | 0.06% | 株式数 |
| VANGUARD GROUP INC | $195,571 | 18,697 | 0.05% | 株式数 |
| Invesco Ltd. | $193,683 | 11,420 | 0.05% | 株式数 |
| Vanguard Global Advisers, LLC | $185,729 | 10,951 | 0.05% | 株式数 |
| Quinn Opportunity Partners LLC | $169,600 | 10,000 | 0.05% | 株式数 |
| NEW YORK STATE COMMON RETIREMENT FUND | $163,410 | 9,635 | 0.05% | 株式数 |
| Police & Firemen's Retirement System of New Jersey | $152,606 | 8,998 | 0.04% | 株式数 |
| Kemnay Advisory Services Inc. | $139,683 | 8,236 | 0.04% | 株式数 |
| MORGAN STANLEY | $126,677 | 7,469 | 0.04% | 株式数 |
| OSAIC HOLDINGS, INC. | $108,665 | 6,407 | 0.03% | 株式数 |
| Blue Trust, Inc. | $106,819 | 6,298 | 0.03% | 株式数 |
企業インサイダー 21 人のインサイダー · 9人の役員 · 11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 |
|---|---|---|---|---|---|---|
| Elizabeth Goodwin Williams | Chief Executive Officer | 2026年5月29日 F | 248,091 | 0 | 0 | $0 |
| Bernard Acoca | President and CEO | 2018年5月9日 A | 72,116 | 0 | 0 | $0 |
| Stephen J. Sather | President and CEO | 2016年5月11日 A | 0 | 0 | 0 | $0 |
| Ira Fils | CHIEF FINANCIAL OFFICER | 2026年5月29日 F | 122,813 | 0 | 0 | $0 |
| Laurance Roberts | Chief Financial Officer | 2018年8月8日 A | 45,130 | 0 | 0 | $0 |
| Kay Bogeajis | Chief Operating Officer | 2015年5月19日 M | 0 | 0 | 0 | $0 |
| Gustavo Siade | Sr. VP, Operations | 2018年8月8日 A | 14,676 | 0 | 0 | $0 |
| Edward Valle | Chief Marketing Officer | 2017年5月10日 A | 23,102 | 0 | 0 | $0 |
| John Dawson | Chief Development Officer | 2017年5月10日 A | 17,924 | 0 | 0 | $0 |
| Douglas J Babb | 取締役 | 2026年3月17日 A | 63,635 | 0 | 0 | $0 |
| Mark Buller | 取締役 | 2025年6月6日 S | 38,801 | 0 | 0 | $0 |
| John M Roth | 取締役 | 2023年8月7日 S | 40,052 | 0 | 0 | $0 |
| Michael G. Maselli | 取締役 | 2023年3月28日 J | 110,764 | 0 | 0 | $0 |
| John M. Roth | 取締役 | 2022年8月31日 J | 73,052 | 0 | 0 | $0 |
| Carol Lynton | 取締役 | 2018年8月8日 A | 12,774 | 0 | 0 | $0 |
| Samuel N. Borgese | 取締役 | 2018年8月8日 A | 18,539 | 0 | 0 | $0 |
| William R Floyd | 取締役 | 2018年8月8日 A | 12,774 | 0 | 0 | $0 |
| Douglas K. Ammerman | 取締役 | 2017年3月29日 D | 3,101 | 0 | 0 | $0 |
| Trimaran Pollo Partners, L.L.C. | 10%オーナー | 2015年5月19日 S | 16,746,544 | 0 | 0 | $0 |
| FS Capital Partners V, LLC | — | 2023年8月7日 S | 40,052 | 0 | 0 | $0 |
| Dean C Kehler | — | 2020年5月6日 A | 15,336 | 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
アクティビストおよび5%超のオーナー 4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 |
|---|---|---|---|---|---|
| BIGLARI, SARDAR, BIGLARI CAPITAL CORP., LION FUND II, L.P., First Guard Insurance Company, Biglari Reinsurance Ltd., Biglari Insurance Group Inc., Biglari Holdings Inc. ×3 提出書類 | 2026年7月2日 | 13.50% | 修正 | — | SEC |
| CSIP VI Corporate Acquisitions, LP, CSFC Financing I, LLC, CSFC Management Company, LLC, CapitalSpring Finance Company, LLC, Richard Fitzgerald ×3 提出書類 | 2026年4月10日 | 3.80% | 修正 | — | SEC |
| FS Equity Partners V, L.P., FS Affiliates V, L.P., FS Capital Partners V, LLC, John M. Roth ×2 提出書類 | 2023年12月4日 | — | 初回提出 | 取締役会キャンペーン | SEC |
| FS Equity Partners V, L.P. (2), FS Affiliates V, L.P. (2), FS Capital Partners V, LLC (2), John M. Roth (2) | 2022年9月2日 | — | 初回提出 | 受動的投資 | 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.
ETF保有状況 35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 |
|---|---|---|---|---|
| GSSC · Goldman Sachs ETF Trust | 0.05% | 34,100 NS | 2026年5月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.05% | 424 NS | 2026年4月30日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.03% | 160,336 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.03% | 48,956 NS | 2026年5月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.02% | 246,536 NS | 2026年4月30日 | N-PORT |
| SFGV · EA Series Trust | 0.02% | 14,971 NS | 2026年5月29日 | N-PORT |
| RSSL · Global X Funds | 0.01% | 12,369 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 1,319 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 97,747 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 125,005 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.01% | 1,031 NS | 2026年5月31日 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 2,171 NS | 2026年5月31日 | N-PORT |
| URTY · ProShares Trust | 0.00% | 1,046 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 1,100 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 83,337 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 906 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.00% | 26 NS | 2026年5月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,638 NS | 2026年4月30日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 4,908 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 12,037 NS | 2026年5月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 3,290 NS | 2026年4月30日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 8 NS | 2026年4月30日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| IWV · iShares Trust | — | — | 2026年8月18日 | 日次 |
| IWN · iShares Trust | — | — | 2026年8月17日 | 日次 |
| IWM · iShares Trust | — | — | 2026年8月18日 | 日次 |
| IWC · iShares Trust | — | — | 2026年8月18日 | 日次 |
| SVAL · iShares Trust | — | — | 2026年8月3日 | 日次 |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 2026年7月13日 | 日次 |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 2026年7月13日 | 日次 |
| VCR · VANGUARD WORLD FUND | — | — | 2026年7月20日 | 日次 |