SBH Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock
$16.42
株価 · 8月 18, 2026
ファンダメンタルズ（時点） 8月 3, 2026
52週レンジ
$12–$18
76% of range
アナリスト評価
BUY
9 analysts
目標株価
$17
+4% upside
P/E (TTM)
8.5
ROE
26.2%
純利益率
5.3%
Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock について Wikipediaからの企業概要
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
続きを読む
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
Through the Sally Beauty Supply and Beauty Systems Group businesses, the Company sells and distributes through over 4,000 stores, including approximately 200 franchised units, throughout the United States, the United Kingdom (Sally Beauty UK), Belgium (pro- duo 40SHOPS M&A ), Canada, Chile, Peru, Puerto Rico, Mexico (2000 Amstrong McCall 130 shops M&A), France, Ireland, Germany and The Netherlands.
Sally Beauty Supply stores offer more than 6,000 products for hair, skin, and nails through professional lines such as Clairol, L'Oreal, Wella, and Conair, as well as an extensive selection of proprietary merchandise.
Beauty Systems Group stores, branded as CosmoProf or Armstrong McCall stores, along with its outside sales consultants, sell up to 9,800 professionally branded products including Paul Mitchell, Wella, Sebastian, Goldwell, and TIGI which are targeted exclusively for professional and salon use and resale to their customers. They have also moved to expanding their brand basics, they now sell more products for African-American women. These products include Mixed Chicks, Shea Moisture, and Curlys. The company made this move to seem more inclusive.
History
Sally Beauty Holdings, Inc. opened its first store in New Orleans in 1964. Sally Beauty Company was started by C. Ray Farber in New Orleans and operated its flagship store on Magazine Street before the company was sold to Alberto-Culver. The store was named after his daughter Sally.
Corporate governance
Gary Winterhalter became the company's CEO in 2013. Winterhalter left the CEO role at the end of the first quarter, 2015 and took the role of executive chairman, which he held through the beginning of 2018. Coincident with Winterhalter's transition, Christian Brickman took the CEO role. Effective June 2, 2014, Brickman was the company's president and COO. Brickman stepped down from this role in September 2021. The current president and CEO is Denise Paulonis, effective October 1, 2021.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
SBH 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
$16.42
時価総額
$1.57B
P/E (TTM)
8.5
EPS（TTM）
$1.89
収益（TTM）
$3.70B
配当利回り
—
ROE
26.2%
負債/自己資本
—
52週レンジ
$12 – $18
SBH 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
$3.70B
2016-09-30
→
2025-09-30
EPS
$1.89
2016-09-30
→
2025-09-30
フリーキャッシュフロー
$173M
2016-09-30
→
2025-09-30
利益率
5.3%
2016-09-30
→
2025-09-30
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
SBH
競合中央値
P/E (TTM)
8.5
21.3
P/S (TTM) (株価売上高倍率（TTM）)
0.4
0.8
P/B (株価純資産倍率)
2.0
6.1
Price / FCF (株価FCF倍率)
9.1
—
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
SBH
競合中央値
Gross Margin (粗利益率)
51.6%
46.0%
Operating Margin (営業利益率)
8.9%
—
Net Profit Margin (純利益率)
5.3%
5.6%
ROA
6.9%
7.0%
ROE
26.2%
22.0%
ROIC
30.7%
—
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
SBH
競合中央値
Current Ratio (流動比率)
2.3
1.8
Quick Ratio (クイックレシオ)
0.3
—
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
SBH
競合中央値
Revenue YoY (収益（前年比）)
-0.42%
—
Revenue CAGR 3Y (収益（3年CAGR）)
-1.0%
—
Revenue CAGR 5Y (収益（5年CAGR）)
1.0%
—
EPS YoY
32.2%
—
Net Income YoY (純利益（前年比）)
27.7%
—
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
SBH
競合中央値
SBH 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
9 アナリスト
- 強い買い 1 11.1%
- 買い 5 55.6%
- 保有 2 22.2%
- 売り 1 11.1%
- 強い売り 0 0.0%
12ヶ月目標株価
5 アナリスト · 2026-08-18
中央値
$18.00
平均値
$17.00
現在
$16.42
安値
$13.00
高値
$20.00
中央値ターゲット
$18.00
+9.6%
平均値ターゲット
$17.00
+3.5%
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
0.04%
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.55 | $0.54 | 0.01% |
| 2026年3月31日 | $0.44 | $0.41 | 0.03% |
| 2025年12月31日 | $0.48 | $0.47 | 0.01% |
| 2025年9月30日 | $0.55 | $0.48 | 0.07% |
| 2025年6月30日 | $0.51 | $0.43 | 0.08% |
| 2025年3月31日 | $0.42 | $0.40 | 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 |
|---|---|---|---|---|---|---|
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
| HZO | $554M | -17.7 | -5.0% | -1.4% | -3.3% | 32.5% |
| UPBD | $2.27B | 14.0 | 8.7% | 1.6% | 11.1% | 48.4% |
| WOOF | — | 89.3 | -2.5% | 0.15% | 0.80% | 38.7% |
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 | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Cost of Revenue | $1.79B | $1.83B | $1.83B | $1.90B | $1.92B | $1.80B | $1.97B | $1.99B | $1.97B | $1.99B | $1.94B | $1.89B | |
| Gross Profit | $1.91B | $1.89B | $1.90B | $1.92B | $1.95B | $1.72B | $1.91B | $1.94B | $1.96B | $1.96B | $1.90B | $1.86B | |
| SG&A Expense | $1.58B | $1.61B | $1.56B | $1.55B | $1.53B | $1.44B | $1.45B | $1.48B | $1.46B | $1.47B | $1.31B | $1.27B | |
| Operating Income | $328M | $283M | $325M | $338M | $418M | $259M | $458M | $427M | $479M | $498M | $495M | $507M | |
| Interest Expense | $64M | $76M | $73M | $94M | $94M | $99M | $96M | $98M | $133M | $144M | $117M | $116M | |
| Pretax Income | $263M | $206M | $252M | $244M | $325M | $160M | $362M | $328M | $346M | $354M | $378M | $391M | |
| Income Tax | $68M | $53M | $67M | $61M | $85M | $47M | $91M | $70M | $131M | $131M | $143M | $145M | |
| Net Income | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | · | |
| EPS (Basic) | $1.95 | $1.48 | $1.72 | $1.69 | $2.13 | $0.99 | $2.27 | $2.09 | $1.56 | $1.51 | $1.50 | $1.54 | |
| EPS (Diluted) | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 | $0.99 | $2.26 | $2.08 | $1.56 | $1.50 | $1.49 | $1.51 | |
| Shares (Basic) | 100,662,000 | 103,939,000 | 107,332,000 | 108,665,000 | 112,653,000 | 113,881,000 | 119,636,000 | 123,190,000 | 137,533,000 | 147,179,000 | 156,353,000 | 159,933,000 | |
| Shares (Diluted) | 103,821,000 | 106,933,000 | 109,336,000 | 110,293,000 | 114,212,000 | 114,680,000 | 120,283,000 | 123,832,000 | 138,176,000 | 148,803,000 | 158,226,000 | 163,419,000 | |
| EBITDA | $428M | $392M | $427M | $438M | · | $366M | $566M | $535M | $591M | $598M | $585M | $587M |
貸借対照表 27
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $149M | $108M | $123M | $71M | $401M | $514M | $71M | $77M | $64M | $87M | $140M | $107M | |
| Receivables | $32M | $34M | $33M | $34M | $33M | $36M | $43M | $48M | $47M | $47M | $49M | $52M | |
| Inventory | $988M | $1.04B | $975M | $936M | $871M | $815M | $953M | $944M | $931M | $907M | $885M | $828M | |
| Other Current Assets | $48M | $69M | $54M | $53M | $45M | $48M | $35M | $43M | $55M | $55M | $37M | $39M | |
| Current Assets | $1.30B | $1.31B | $1.23B | $1.13B | $1.38B | $1.43B | $1.16B | $1.16B | $1.14B | $1.17B | $1.19B | $1.10B | |
| PP&E (Net) | $284M | $270M | $298M | $298M | $307M | $315M | $320M | $308M | $314M | $320M | $271M | $238M | |
| PP&E (Gross) | $1.22B | $1.15B | $1.08B | $1.12B | $1.07B | $1.01B | $979M | $919M | $860M | $787M | $699M | $651M | |
| Accum. Depreciation | $938M | $882M | $780M | $821M | $767M | $695M | $659M | $611M | $546M | $468M | $429M | $413M | |
| Goodwill | $541M | $538M | $533M | $526M | $541M | $540M | $531M | $536M | $538M | $533M | $524M | $536M | |
| Intangibles | $53M | $60M | $55M | $50M | $56M | $58M | $62M | $73M | $80M | $93M | $99M | $115M | |
| Other Non-current Assets | $45M | $37M | $41M | $38M | $22M | $23M | $22M | $25M | $25M | $14M | $13M | $11M | |
| Total Assets | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.10B | $2.09B | $2.00B | |
| Accounts Payable | $225M | $269M | $259M | $276M | $292M | $236M | $279M | $303M | $308M | $271M | $276M | $259M | |
| Accrued Liabilities | $185M | $163M | $163M | $161M | $206M | $171M | $169M | $180M | $167M | $215M | $209M | $199M | |
| Current Liabilities | $576M | $593M | $579M | $668M | $665M | $563M | $456M | $491M | $573M | $489M | $492M | $464M | |
| Capital Leases | $538M | $480M | $455M | $425M | $404M | $394M | · | · | · | · | · | · | |
| Deferred Tax | $79M | $92M | $93M | $85M | $86M | $92M | $80M | $76M | $98M | $115M | $86M | $75M | |
| Other Non-current Liabilities | $21M | $22M | $23M | $22M | $29M | $33M | $28M | $30M | $20M | $22M | $28M | $28M | |
| Total Liabilities | $2.08B | $2.16B | $2.22B | $2.28B | $2.57B | $2.88B | $2.16B | $2.37B | $2.46B | $2.41B | $2.39B | $2.35B | |
| Long-term Debt | $875M | $994M | $1.08B | $1.09B | $1.39B | $1.81B | $1.61B | $1.79B | $1.89B | $1.80B | $1.80B | $1.80B | |
| Common Stock | $979.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | |
| Retained Earnings | $898M | $741M | $625M | $440M | $357M | $117M | $56M | $-180M | $-283M | $-178M | $-219M | $-320M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $3M | · | |
| AOCI | $-105M | $-113M | $-123M | $-152M | $-95M | $-105M | $-117M | $-90M | $-82M | $-100M | $-78M | $-29M | |
| Stockholders' Equity | $794M | $629M | $509M | $294M | $281M | $15M | $-60M | $-269M | $-364M | $-276M | $-298M | $-347M | |
| Liabilities + Equity | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.13B | $2.09B | $2.00B | |
| Shares Outstanding | 97,875,000 | 101,854,000 | 106,266,000 | 106,970,000 | 112,913,000 | 112,405,000 | 116,725,000 | 119,926,000 | 129,585,000 | 144,571,000 | 151,452,000 | 154,668,000 |
キャッシュフロー 18
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $100M | $110M | $102M | $100M | $102M | $107M | $108M | $109M | $112M | $100M | $89M | $80M | |
| Stock-based Comp | $19M | $17M | $16M | $10M | $12M | $8M | $9M | $11M | $11M | $13M | $17M | $22M | |
| Deferred Tax | $-10M | $-1M | $8M | $-15M | $-9M | $14M | $5M | $-21M | $14M | $21M | $7M | $-783.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $4M | $7M | $9M | $11M | $12M | $13M | $13M | $14M | $14M | |
| Restructuring | $0 | $-75.0K | $17M | $28M | $5M | $14M | $-682.0K | $34M | $23M | · | · | · | |
| Other Non-cash | $-30M | $-32M | $-62M | $-121M | · | $185M | $-73M | $16M | $-8M | · | · | · | |
| Operating Cash Flow | $275M | $247M | $249M | $156M | $382M | $427M | $320M | $373M | $343M | $354M | $301M | $316M | |
| CapEx | $102M | $101M | $91M | $99M | $74M | $111M | $108M | $87M | $90M | $151M | $107M | $77M | |
| Investing Cash Flow | $-58M | $-109M | $-100M | $-102M | $-76M | $-124M | $-96M | $-95M | $-90M | $-175M | $-113M | · | |
| Debt Issued | · | $1.54B | $1.29B | $520M | $22.0K | $1.09B | $594M | $462M | $1.28B | $912M | $983.0K | $356M | |
| Net Debt Issued | · | $-84M | $-81M | $-250M | · | $205M | $-184M | $-97M | $61M | $-27M | $-831.0K | $122M | |
| Stock Repurchased | $54M | $60M | $15M | $130M | · | $61M | $47M | $167M | $347M | $209M | $228M | $333M | |
| Net Stock Activity | $-54M | $-60M | $-15M | $-130M | · | $-61M | $-47M | $-167M | $-346M | $-207M | $-228M | $-333M | |
| Financing Cash Flow | $-178M | $-154M | $-101M | $-374M | $-420M | $140M | $-229M | $-263M | $-277M | $-232M | $-152M | · | |
| Net Change in Cash | $41M | $-15M | $52M | $-330M | $-113M | $443M | $-6M | $14M | $-23M | $-53M | $33M | $59M | |
| Taxes Paid | $94M | $36M | $64M | $83M | $80M | $50M | $84M | $70M | $115M | $124M | $108M | $139M | |
| Free Cash Flow | $173M | $145M | $159M | $57M | · | $316M | $213M | $286M | $255M | $202M | $194M | $239M | |
| Levered FCF | $125M | $89M | $105M | $-13M | · | $246M | $140M | $209M | $172M | $111M | $122M | $166M |
収益性 8
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.6% | 50.9% | 50.9% | 50.3% | · | 48.8% | 49.3% | 49.4% | 49.9% | 49.7% | 49.5% | 49.6% | |
| Operating Margin | 8.9% | 7.6% | 8.7% | 8.8% | · | 7.4% | 11.8% | 10.8% | 12.2% | 12.6% | 12.9% | 13.5% | |
| Net Margin | 5.3% | 4.1% | 5.0% | 4.8% | · | 3.2% | 7.0% | 6.6% | 5.5% | · | · | · | |
| Pretax Margin | 7.1% | 5.5% | 6.8% | 6.4% | · | 4.5% | 9.3% | 8.3% | 8.8% | 9.0% | 9.9% | 10.4% | |
| EBITDA Margin | 11.6% | 10.6% | 11.5% | 11.5% | · | 10.4% | 14.6% | 13.6% | 15.0% | 15.1% | 15.2% | 15.6% | |
| ROA | 6.9% | 5.6% | 7.0% | 6.8% | · | 4.5% | 13.0% | 12.3% | 10.2% | · | · | · | |
| ROE | 26.2% | 25.4% | 37.0% | 62.3% | · | -421.8% | -415.4% | -86.8% | -67.2% | · | · | · | |
| ROIC | 30.7% | 33.5% | 46.8% | 86.5% | · | 1186.2% | -570.0% | -124.8% | -81.9% | -113.6% | -103.3% | -92.0% |
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 | 2.3 | 2.2 | 2.1 | 1.7 | · | 2.5 | 2.6 | 2.4 | 2.0 | 2.4 | 2.4 | 2.4 | |
| Quick Ratio | 0.3 | 0.2 | 0.3 | 0.2 | · | 1.0 | 0.3 | 0.3 | 0.2 | 0.3 | 0.4 | 0.3 | |
| Interest Coverage | 5.1 | 3.7 | 4.5 | 3.6 | · | 2.6 | 4.8 | 4.3 | 3.6 | 3.5 | 4.2 | 4.4 |
効率性 3
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.4 | 1.4 | · | 1.4 | 1.8 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | |
| Inventory Turnover | 1.8 | 1.8 | 1.9 | 2.1 | · | 2.0 | 2.1 | 2.1 | 2.1 | 2.2 | 2.3 | 2.3 | |
| Receivables Turnover | 113.1 | 110.9 | 110.4 | 114.4 | · | 89.3 | 84.7 | 82.4 | 83.9 | 82.7 | 76.4 | 69.0 |
成長率 9
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.42% | -0.30% | -2.3% | -1.5% | 10.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.0% | -1.4% | 2.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 32.2% | -15.4% | 1.8% | -20.9% | 112.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.4% | -12.0% | 19.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.7% | -16.9% | 0.57% | -23.5% | 29.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.2% | -13.8% | 0.00% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 10
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Net Income TTM | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | $200M | |
| Market Cap | $1.59B | $1.38B | $891M | $1.35B | · | $977M | $1.74B | $2.21B | $2.54B | $3.71B | $3.60B | $4.23B | |
| P/E | 8.6 | 9.5 | 5.0 | 7.6 | 8.0 | 8.8 | 6.6 | 8.8 | 12.6 | 17.1 | 15.9 | 18.1 | |
| P/S | 0.4 | 0.4 | 0.2 | 0.4 | · | 0.3 | 0.4 | 0.6 | 0.6 | 0.9 | 0.9 | 1.1 | |
| P/B | 2.0 | 2.2 | 1.8 | 4.6 | · | 63.3 | -28.8 | -8.2 | -7.0 | -13.4 | -12.1 | -12.2 | |
| P / Tangible Book | 7.9 | 45.6 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 5.8 | 5.6 | 3.6 | 8.6 | · | 2.3 | 5.4 | 5.9 | 7.4 | 10.6 | 12.0 | 13.4 | |
| P / FCF | 9.2 | 9.5 | 5.6 | 23.5 | · | 3.1 | 8.2 | 7.7 | 10.0 | 18.4 | 18.5 | 17.7 | |
| Earnings Yield | 11.6% | 10.5% | 20.2% | 13.2% | 12.5% | 11.4% | 15.2% | 11.3% | 8.0% | 5.8% | 6.3% | 5.5% |
損益計算書 14
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $935M | $903M | $943M | $947M | $933M | $883M | $938M | $935M | $942M | $908M | $931M | $921M | $931M | $919M | $957M | $962M | |
| Cost of Revenue | $445M | $428M | $460M | $453M | $452M | $424M | $461M | $456M | $461M | $445M | $464M | $455M | $456M | $450M | $468M | $499M | |
| Gross Profit | $490M | $476M | $483M | $494M | $481M | $459M | $477M | $479M | $481M | $463M | $467M | $467M | $475M | $468M | $489M | $463M | |
| SG&A Expense | $404M | $404M | $407M | $414M | $403M | $389M | $377M | $397M | $409M | $403M | $398M | $391M | $384M | $390M | $392M | $398M | |
| Operating Income | $86M | $72M | $76M | $80M | $78M | $69M | $100M | $82M | $72M | $60M | $69M | $77M | $90M | $71M | $87M | $39M | |
| Interest Expense | · | $14M | $15M | $15M | $16M | $16M | $17M | $18M | $21M | $21M | $17M | $20M | $19M | $17M | $18M | $17M | |
| Pretax Income | $73M | $58M | $61M | $65M | $62M | $53M | $83M | $64M | $51M | $39M | $52M | $57M | $71M | $55M | $69M | $22M | |
| Income Tax | $19M | $15M | $16M | $15M | $17M | $14M | $22M | $16M | $13M | $10M | $13M | $15M | $21M | $14M | $18M | $427.0K | |
| Net Income | $54M | $43M | $46M | $50M | $46M | $39M | $61M | $48M | $38M | $29M | $38M | $43M | $51M | $41M | $50M | $21M | |
| EPS (Basic) | $0.57 | $0.44 | $0.47 | $0.50 | $0.46 | $0.39 | $0.60 | $0.47 | $0.37 | $0.28 | $0.36 | $0.40 | $0.47 | $0.38 | $0.47 | $0.21 | |
| EPS (Diluted) | $0.55 | $0.43 | $0.45 | $0.49 | $0.44 | $0.38 | $0.58 | $0.45 | $0.36 | $0.27 | $0.35 | $0.40 | $0.46 | $0.37 | $0.46 | $0.21 | |
| Shares (Basic) | 95,058,000 | 96,727,000 | 97,804,000 | -203,436,000 | 100,463,000 | 101,614,000 | 102,021,000 | -209,475,000 | 103,190,000 | 104,276,000 | 105,948,000 | -214,821,000 | 107,560,000 | 107,453,000 | 107,140,000 | -219,013,000 | |
| Shares (Diluted) | 97,912,000 | 99,721,000 | 100,765,000 | -208,827,000 | 103,239,000 | 104,435,000 | 104,974,000 | -214,762,000 | 105,897,000 | 107,080,000 | 108,718,000 | -219,498,000 | 109,668,000 | 109,706,000 | 109,460,000 | -222,741,000 | |
| EBITDA | $113M | $97M | $100M | · | $78M | $69M | $126M | · | $72M | $60M | $97M | · | $90M | $71M | $112M | · |
貸借対照表 26
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $173M | $157M | $157M | $149M | $113M | $92M | $106M | $108M | $97M | $97M | $121M | · | $74M | $62M | $99M | · | |
| Receivables | $26M | $26M | $27M | $32M | $30M | $27M | $27M | $34M | $33M | $35M | $32M | · | $33M | $31M | $33M | · | |
| Inventory | $996M | $987M | $979M | $988M | $1.01B | $1.01B | $1.01B | $1.04B | $1.02B | $1.04B | $1.01B | · | $996M | $1.02B | $987M | · | |
| Other Current Assets | $46M | $47M | $45M | $48M | $48M | $45M | $51M | $69M | $51M | $56M | $56M | · | $51M | $48M | $58M | · | |
| Current Assets | $1.31B | $1.29B | $1.29B | $1.30B | $1.26B | $1.24B | $1.25B | $1.31B | $1.26B | $1.28B | $1.26B | · | $1.20B | $1.21B | $1.22B | · | |
| PP&E (Net) | $279M | $285M | $280M | $284M | $256M | $256M | $262M | $270M | $268M | $273M | $285M | $298M | $281M | $283M | $289M | $298M | |
| PP&E (Gross) | · | · | · | $1.22B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $984M | $963M | $956M | $938M | $923M | $892M | $867M | $882M | $855M | $834M | $812M | · | $864M | $842M | $849M | · | |
| Goodwill | $538M | $539M | $542M | $541M | $541M | $534M | $531M | $538M | $534M | $534M | $537M | $533M | $535M | $534M | $533M | $526M | |
| Intangibles | $51M | $51M | $52M | $53M | $56M | $56M | $58M | $60M | $53M | $54M | $55M | · | $50M | $51M | $51M | · | |
| Other Non-current Assets | $51M | $49M | $49M | $45M | $39M | $38M | $36M | $37M | $43M | $42M | $40M | · | $41M | $36M | $34M | · | |
| Total Assets | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | $2.73B | $2.68B | $2.68B | $2.67B | $2.58B | |
| Accounts Payable | $224M | $223M | $208M | $225M | $193M | $217M | $221M | $269M | $235M | $290M | $267M | · | $244M | $265M | $296M | · | |
| Accrued Liabilities | $164M | $170M | $159M | $185M | $165M | $151M | $149M | $163M | $161M | $150M | $140M | · | $140M | $168M | $143M | · | |
| Current Liabilities | $554M | $553M | $542M | $576M | $524M | $533M | $549M | $593M | $595M | $644M | $573M | · | $566M | $631M | $677M | · | |
| Capital Leases | $546M | $532M | $538M | $538M | $469M | $461M | $457M | $480M | $457M | $458M | $439M | · | $451M | $445M | $427M | · | |
| Deferred Tax | $87M | $86M | $83M | $79M | $85M | $88M | $89M | $92M | $91M | $94M | $90M | · | $84M | $86M | $86M | · | |
| Other Non-current Liabilities | $21M | $21M | $22M | $21M | $21M | $21M | $22M | $22M | $21M | $22M | $22M | · | $22M | $22M | $23M | · | |
| Total Liabilities | $2.01B | $2.02B | $2.03B | $2.08B | $1.98B | $2.01B | $2.05B | $2.16B | $2.14B | $2.20B | $2.19B | · | $2.19B | $2.25B | $2.30B | · | |
| Long-term Debt | $815M | $835M | $855M | $875M | $896M | $917M | $953M | $994M | $995M | $996M | $1.08B | · | $1.08B | $1.08B | $1.09B | · | |
| Common Stock | $941.0K | $959.0K | $975.0K | $979.0K | $994.0K | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | |
| Retained Earnings | $980M | $946M | $923M | $898M | $863M | $826M | $793M | $741M | $698M | $667M | $652M | · | $582M | $531M | $491M | · | |
| AOCI | $-109M | $-110M | $-101M | $-105M | $-101M | $-127M | $-137M | $-113M | $-122M | $-117M | $-112M | · | $-113M | $-120M | $-127M | · | |
| Stockholders' Equity | $871M | $838M | $824M | $794M | $763M | $700M | $656M | $629M | $578M | $551M | $541M | $509M | $488M | $426M | $373M | $294M | |
| Liabilities + Equity | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | · | $2.68B | $2.68B | $2.67B | · | |
| Shares Outstanding | 94,092,000 | 95,898,000 | 97,492,000 | 97,875,000 | 99,438,000 | 100,894,000 | 101,871,000 | 101,854,000 | 102,643,000 | 103,514,000 | 104,857,000 | 106,266,000 | 107,564,000 | 107,549,000 | 107,284,000 | 106,970,000 |
キャッシュフロー 17
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $25M | $24M | $24M | $25M | $25M | $26M | $26M | $29M | $27M | $28M | $27M | $25M | $25M | $25M | $27M | |
| Stock-based Comp | $5M | $6M | $8M | $4M | $5M | $4M | $6M | $4M | $4M | $4M | $5M | $3M | $4M | $4M | $5M | $2M | |
| Amort. of Intangibles | $652.0K | $653.0K | $652.0K | $950.0K | $851.0K | $841.0K | $858.0K | $785.0K | $764.0K | $791.0K | $860.0K | $719.0K | $807.0K | $866.0K | $1M | $1M | |
| Restructuring | · | · | · | $0 | $0 | $0 | $0 | $-436.0K | $383.0K | $63.0K | $-85.0K | $-872.0K | $397.0K | $7M | $10M | $26M | |
| Other Non-cash | · | · | $16M | · | · | · | $-59M | · | · | · | $-21M | · | · | · | $-26M | · | |
| Operating Cash Flow | $81M | $73M | $93M | $121M | $69M | $51M | $33M | $111M | $48M | $37M | $51M | $117M | $53M | $25M | $55M | $107M | |
| CapEx | $19M | $29M | $36M | $43M | $20M | $19M | $20M | $37M | $19M | $14M | $31M | $27M | $22M | $17M | $25M | $32M | |
| Investing Cash Flow | $-19M | $-29M | $-36M | $-45M | $-17M | $-19M | $23M | $-45M | $-19M | $-14M | $-31M | $-36M | $-22M | $-17M | $-25M | $-35M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $989M | $67M | · | $216M | $624M | $229M | $237M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $229M | · | |
| Stock Repurchased | $26M | $26M | $21M | $21M | $13M | $10M | $10M | $10M | $10M | $20M | $20M | · | · | · | · | $0 | |
| Net Stock Activity | · | · | $-21M | · | · | · | $-10M | · | · | · | $-20M | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-46M | $-48M | $-41M | $-34M | $-46M | $-58M | $-56M | $-29M | $-46M | $-23M | $-33M | $-19M | $-43M | $-6M | $-100M | |
| Net Change in Cash | $16M | $216.0K | $8M | $36M | $21M | $-13M | $-2M | $11M | $201.0K | $-24M | $-2M | $49M | $13M | $-37M | $29M | $-31M | |
| Taxes Paid | $14M | $31M | $3M | $19M | $20M | $37M | $19M | $2M | $2M | $29M | $3M | $12M | $20M | $29M | $3M | $9M | |
| Free Cash Flow | · | · | $57M | · | · | · | $13M | · | · | · | $20M | · | · | · | $30M | · | |
| Levered FCF | · | · | $47M | · | · | · | $538.6K | · | · | · | $8M | · | · | · | $17M | · |
収益性 8
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 52.4% | 52.7% | 51.2% | · | 51.5% | 51.9% | 50.8% | · | 51.0% | 51.0% | 50.2% | · | 51.0% | 51.0% | 51.0% | · | |
| Operating Margin | 9.2% | 8.0% | 8.1% | · | 8.4% | 7.9% | 10.7% | · | 7.6% | 6.6% | 7.4% | · | 9.7% | 7.8% | 9.0% | · | |
| Net Margin | 5.8% | 4.7% | 4.8% | · | 4.9% | 4.4% | 6.5% | · | 4.0% | 3.2% | 4.1% | · | 5.5% | 4.5% | 5.3% | · | |
| Pretax Margin | 7.8% | 6.4% | 6.5% | · | 6.7% | 6.0% | 8.8% | · | 5.4% | 4.3% | 5.6% | · | 7.7% | 6.0% | 7.2% | · | |
| EBITDA Margin | 12.0% | 10.8% | 10.6% | · | 8.4% | 7.9% | 13.4% | · | 7.6% | 6.6% | 10.4% | · | 9.7% | 7.8% | 11.7% | · | |
| ROA | 1.9% | 1.5% | 1.6% | · | 1.7% | 1.4% | 2.2% | · | 1.4% | 1.1% | 1.4% | · | 1.9% | 1.5% | 1.8% | · | |
| ROE | 6.6% | 5.5% | 6.2% | · | 6.8% | 6.3% | 10.2% | · | 7.1% | 6.0% | 8.4% | · | 13.0% | 11.7% | 15.4% | · | |
| ROIC | 7.4% | 6.3% | 6.9% | · | 7.5% | 7.3% | 11.2% | · | 9.2% | 8.1% | 9.5% | · | 13.1% | 12.5% | 17.0% | · |
流動性と支払能力 3
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.4 | · | 2.4 | 2.3 | 2.3 | · | 2.1 | 2.0 | 2.2 | · | 2.1 | 1.9 | 1.8 | · | |
| Quick Ratio | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.1 | 0.2 | · | |
| Interest Coverage | · | 5.1 | 5.2 | · | 5.0 | 4.3 | 5.8 | · | 3.5 | 2.9 | 4.0 | · | 4.8 | 4.3 | 4.8 | · |
効率性 3
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 0.4 | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | |
| Receivables Turnover | 33.3 | 33.7 | 35.3 | · | 29.9 | 28.5 | 31.9 | · | 28.7 | 27.8 | 28.7 | · | 28.9 | 31.1 | 30.7 | · |
バリュエーション（TTM） 10
| 指標 | トレンド | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.72B | $3.66B | $3.70B | · | $3.70B | $3.67B | $3.72B | · | $3.71B | $3.69B | $3.74B | · | $3.77B | $3.75B | $3.81B | · | |
| Net Income TTM | $188M | $173M | $192M | · | $184M | $167M | $166M | · | $156M | $159M | $180M | · | $189M | $185M | $213M | · | |
| Market Cap | $1.33B | $1.33B | $1.39B | · | $921M | $911M | $1.06B | · | $1.10B | $1.29B | $1.39B | · | $1.33B | $1.68B | $1.34B | · | |
| P/E | 7.6 | 8.1 | 7.7 | · | 5.3 | 5.7 | 6.7 | · | 7.5 | 8.6 | 8.1 | · | 7.2 | 9.3 | 6.6 | · | |
| P/S | 0.4 | 0.4 | 0.4 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | |
| P/B | 1.5 | 1.6 | 1.7 | · | 1.2 | 1.3 | 1.6 | · | 1.9 | 2.3 | 2.6 | · | 2.7 | 3.9 | 3.6 | · | |
| P / Tangible Book | 4.7 | 5.4 | 6.1 | · | 5.6 | 8.3 | 15.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 14.9 | · | · | · | 31.8 | · | · | · | 27.3 | · | · | · | 24.4 | · | |
| P / FCF | · | · | 24.2 | · | · | · | 79.6 | · | · | · | 68.0 | · | · | · | 44.9 | · | |
| Earnings Yield | 13.2% | 12.3% | 13.0% | · | 19.0% | 17.6% | 14.9% | · | 13.4% | 11.7% | 12.3% | · | 13.9% | 10.8% | 15.3% | · |
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
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| 収益 | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B |
| 粗利益率 % | 51.6% | 50.9% | 50.9% | 50.3% | — |
| 営業利益率 % | 8.9% | 7.6% | 8.7% | 8.8% | — |
| 純利益 | $196M | $153M | $185M | $184M | $240M |
| 希薄化後EPS | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 |
貸借対照表
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| 流動比率 | 2.3 | 2.2 | 2.1 | 1.7 | — |
| クイックレシオ | 0.3 | 0.2 | 0.3 | 0.2 | — |
キャッシュフロー
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $173M | $145M | $159M | $57M | — |
最新ニュース この会社に言及した最近の見出し
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機関投資家（13F） 265 提出者 · $957.7M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 |
|---|---|---|---|---|
| 34 (-22 前期比) | 40 (+13 前期比) | 79 (+8 前期比) | 83 (-6 前期比) | -5.9M |
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 PORTFOLIO MANAGEMENT LLC | $90,892,132 | 6,428,015 | 9.49% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $81,413,525 | 5,757,675 | 8.50% | 株式数 |
| STATE STREET CORP | $62,781,487 | 4,439,992 | 6.56% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $60,003,231 | 4,243,510 | 6.27% | 株式数 |
| Fisher Asset Management, LLC | $53,160,476 | 3,759,581 | 5.55% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $47,666,930 | 3,371,070 | 4.98% | 株式数 |
| WASATCH ADVISORS LP | $47,003,285 | 3,393,739 | 4.91% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $46,853,329 | 3,313,531 | 4.89% | 株式数 |
| Ranmore Fund Management Ltd | $42,361,376 | 2,995,854 | 4.42% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $40,938,255 | 2,894,702 | 4.27% | 株式数 |
| D. E. Shaw & Co., Inc. | $35,644,890 | 2,520,855 | 3.72% | 株式数 |
| GOLDMAN SACHS GROUP INC | $28,716,007 | 2,030,835 | 3.00% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28,611,951 | 2,023,476 | 2.99% | 株式数 |
| FMR LLC | $20,026,157 | 1,416,277 | 2.09% | 株式数 |
| JUPITER ASSET MANAGEMENT LTD | $19,841,248 | 1,403,200 | 2.07% | 株式数 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14,096,166 | 996,900 | 1.47% | 株式数 |
| GAMCO INVESTORS, INC. ET AL | $11,397,547 | 806,050 | 1.19% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $11,144,370 | 788,145 | 1.16% | 株式数 |
| Cambria Investment Management, L.P. | $9,871,106 | 698,098 | 1.03% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $8,963,558 | 633,915 | 0.94% | 株式数 |
| Public Sector Pension Investment Board | $8,039,976 | 568,598 | 0.84% | 株式数 |
| Access Investment Management LLC | $8,013,478 | 566,724 | 0.84% | 株式数 |
| Hillsdale Investment Management Inc. | $7,995,831 | 565,476 | 0.83% | 株式数 |
| GABELLI FUNDS LLC | $6,519,558 | 461,072 | 0.68% | 株式数 |
| Qube Research & Technologies Ltd | $6,405,788 | 453,026 | 0.67% | 株式数 |
| AMERIPRISE FINANCIAL INC | $5,641,719 | 398,990 | 0.59% | 株式数 |
| CastleKnight Management LP | $5,543,587 | 392,050 | 0.58% | 株式数 |
| Squarepoint Ops LLC | $5,305,271 | 375,196 | 0.55% | 株式数 |
| FIRST TRUST ADVISORS LP | $5,298,399 | 374,710 | 0.55% | 株式数 |
| Woodline Partners LP | $4,830,167 | 341,596 | 0.50% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $4,748,707 | 337,746 | 0.50% | 株式数 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4,296,170 | 303,831 | 0.45% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $4,223,137 | 298,666 | 0.44% | 株式数 |
| BlackRock, Inc. | $4,089,330 | 289,203 | 0.43% | 株式数 |
| HSBC HOLDINGS PLC | $4,050,529 | 287,068 | 0.42% | 株式数 |
| FRANKLIN RESOURCES INC | $3,619,472 | 255,974 | 0.38% | 株式数 |
| RHUMBLINE ADVISERS | $3,556,415 | 251,516 | 0.37% | 株式数 |
| Brandywine Global Investment Management, LLC | $3,457,651 | 242,472 | 0.36% | 株式数 |
| Allianz Asset Management GmbH | $3,317,004 | 234,583 | 0.35% | 株式数 |
| Invenomic Capital Management LP | $3,261,476 | 230,656 | 0.34% | 株式数 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3,220,951 | 227,790 | 0.34% | 株式数 |
| GREAT LAKES ADVISORS, LLC | $2,927,659 | 207,048 | 0.31% | 株式数 |
| CAPITAL FUND MANAGEMENT S.A. | $2,899,237 | 205,038 | 0.30% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2,693,981 | 190,522 | 0.28% | 株式数 |
| Swiss National Bank | $2,683,772 | 189,800 | 0.28% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $2,631,991 | 186,138 | 0.27% | 株式数 |
| Swedbank AB | $2,418,647 | 171,050 | 0.25% | 株式数 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2,337,173 | 165,288 | 0.24% | 株式数 |
| Foundry Partners, LLC | $2,233,020 | 247,289 | 0.23% | 株式数 |
| Legal & General Group Plc | $2,070,336 | 146,417 | 0.22% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,952,734 | 138,100 | 0.20% | プットオプション |
| ROYCE & ASSOCIATES LP | $1,937,081 | 136,993 | 0.20% | 株式数 |
| WOLVERINE ASSET MANAGEMENT LLC | $1,859,269 | 131,490 | 0.19% | 株式数 |
| ARMISTICE CAPITAL, LLC | $1,784,850 | 126,227 | 0.19% | 株式数 |
| Connor, Clark & Lunn Investment Management Ltd. | $1,727,456 | 122,168 | 0.18% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,681,307 | 121,394 | 0.18% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $1,625,026 | 114,924 | 0.17% | 株式数 |
| Quantinno Capital Management LP | $1,573,168 | 111,256 | 0.16% | 株式数 |
| Vanguard Global Advisers, LLC | $1,545,092 | 109,271 | 0.16% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $1,495,731 | 107,995 | 0.16% | 株式数 |
| JENNISON ASSOCIATES LLC | $1,467,591 | 103,790 | 0.15% | 株式数 |
| EXCHANGE TRADED CONCEPTS, LLC | $1,332,554 | 94,240 | 0.14% | 株式数 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1,293,382 | 90,700 | 0.14% | 株式数 |
| Cinctive Capital Management LP | $1,289,794 | 91,216 | 0.13% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1,284,209 | 90,821 | 0.13% | 株式数 |
| VANGUARD GROUP INC | $1,190,125 | 83,459 | 0.12% | 株式数 |
| Gotham Asset Management, LLC | $1,186,615 | 83,919 | 0.12% | 株式数 |
| B. Metzler seel. Sohn & Co. AG | $1,091,000 | 77,157 | 0.11% | 株式数 |
| MORGAN STANLEY | $1,003,148 | 70,944 | 0.10% | 株式数 |
| VOYA INVESTMENT MANAGEMENT LLC | $997,662 | 70,556 | 0.10% | 株式数 |
| DGS Capital Management, LLC | $961,702 | 69,437 | 0.10% | 株式数 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $931,289 | 65,862 | 0.10% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $919,000 | 65,000 | 0.10% | 株式数 |
| Mountain Lake Investment Management LLC | $898,625 | 63,552 | 0.09% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $897,989 | 63,507 | 0.09% | 株式数 |
| Freestone Grove Partners LP | $870,600 | 61,570 | 0.09% | 株式数 |
| Horizon Investments, LLC | $851,412 | 60,213 | 0.09% | 株式数 |
| Walleye Trading LLC | $844,186 | 59,702 | 0.09% | 株式数 |
| DENALI ADVISORS LLC | $826,554 | 58,455 | 0.09% | 株式数 |
| MetLife Investment Management, LLC | $795,559 | 56,263 | 0.08% | 株式数 |
| Jump Financial, LLC | $763,560 | 54,000 | 0.08% | 株式数 |
| NEW YORK STATE COMMON RETIREMENT FUND | $753,733 | 53,305 | 0.08% | 株式数 |
| SummitTX Capital, L.P. | $747,030 | 52,831 | 0.08% | 株式数 |
| Illinois Municipal Retirement Fund | $740,102 | 52,341 | 0.08% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $723,346 | 51,156 | 0.08% | 株式数 |
| AlphaQuest LLC | $713,613 | 50,043 | 0.07% | 株式数 |
| JANUS HENDERSON GROUP PLC | $699,376 | 50,460 | 0.07% | 株式数 |
| Mitsubishi UFJ Trust & Banking Corp | $692,917 | 49,004 | 0.07% | 株式数 |
| GUIDANCE CAPITAL, INC | $676,879 | 44,649 | 0.07% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $633,104 | 44,774 | 0.07% | 株式数 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $615,189 | 43,507 | 0.06% | 株式数 |
| Louisiana State Employees Retirement System | $591,052 | 41,800 | 0.06% | 株式数 |
| State of Tennessee, Department of Treasury | $590,798 | 41,782 | 0.06% | 株式数 |
| JANE STREET GROUP, LLC | $586,810 | 41,500 | 0.06% | プットオプション |
| BARCLAYS PLC | $582,864 | 41,221 | 0.06% | 株式数 |
| Bryce Point Capital, LLC | $570,354 | 35,034 | 0.06% | 株式数 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $562,122 | 39,754 | 0.06% | 株式数 |
| Invesco Ltd. | $549,014 | 38,827 | 0.06% | 株式数 |
| SEI INVESTMENTS CO | $492,020 | 34,802 | 0.05% | 株式数 |
| State of Wyoming | $477,833 | 33,793 | 0.05% | 株式数 |
企業インサイダー 67 人のインサイダー · 31人の役員 · 31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 |
|---|---|---|---|---|---|---|
| Denise Paulonis | President & CEO | 2024年11月15日 M | 362,365 | 0 | 0 | $0 |
| Christian A. Brickman | President & CEO | 2021年9月30日 M | 493,067 | 0 | 0 | $0 |
| Marlo Michelle Cormier Platz | Former SVP & CFO | 2026年6月8日 M | 138,145 | 0 | 1 | $-543,192 |
| Aaron E Alt | SVP, CFO & President-SBS | 2020年11月15日 F | 98,853 | 0 | 0 | $0 |
| Donald T Grimes | SVP, CFO & COO | 2017年12月12日 F | 26,150 | 0 | 0 | $0 |
| Mark J Flaherty | SVP and CFO | 2016年9月30日 F | 24,215 | 0 | 0 | $0 |
| David L Rea | SVP & CFO | 2007年10月24日 A | 150,000 | 0 | 0 | $0 |
| Gary T Robinson | SVP, CFO and Treasurer | 2006年11月24日 A | 750 | 0 | 0 | $0 |
| William J Cernugel | Senior Vice-President & CFO | 2006年11月16日 D | 6,615 | 0 | 0 | $0 |
| Mark Gregory Spinks | President - Beauty Systems Group | 2024年11月15日 M | 87,626 | 0 | 0 | $0 |
| Carrie S. Mcdermott | President-Sally Beauty Supply | 2018年9月30日 F | 13,924 | 0 | 0 | $0 |
| Sharon M Leite | President-Sally Beauty Supply | 2017年2月1日 F | 10,235 | 0 | 0 | $0 |
| Michael G Spinozzi | President-Sally Beauty Supply | 2013年10月28日 F | 38,553 | 0 | 0 | $0 |
| Neil B Riemer | President of Armstrong McCall | 2007年10月24日 A | 922 | 0 | 0 | $0 |
| Kim Mcintosh | GVP, CONTROLLER & CAO | 2024年11月25日 S | 16,685 | 0 | 0 | $0 |
| Scott C Sherman | SVP & Chief Legal and HR Officer | 2024年11月25日 S | 42,431 | 0 | 0 | $0 |
| Mary Beth Beth Edwards | SVP, Chief Transformation & Business Services Officer | 2024年11月15日 M | 48,171 | 0 | 0 | $0 |
| John Howard Goss JR | SVP & President Sally Beauty | 2024年11月15日 M | 74,134 | 0 | 0 | $0 |
| John M Henrich | SVP, Gen Counsel & Secretary | 2023年11月15日 M | 39,349 | 0 | 0 | $0 |
| Pamela K Kohn | SVP, Chief Merchandising Officer | 2021年11月15日 M | 37,548 | 0 | 0 | $0 |
| Kenneth Mark Newton | Interim Principal Acctng Offcr | 2019年11月5日 A | 5,099 | 0 | 0 | $0 |
| Chad Selvidge | SVP & CMO | 2018年11月1日 A | 14,801 | 0 | 0 | $0 |
| Brently G. Baxter | GVP, PAO & Controller | 2018年11月1日 A | 6,706 | 0 | 0 | $0 |
| Matthew Olen Haltom | SVP, GC & Secretary | 2017年11月1日 A | 19,578 | 0 | 0 | $0 |
| Janna Minton | GVP, CAO & Controller | 2017年2月7日 M | 15,389 | 0 | 0 | $0 |
| Gary Winterhalter | Executive Chairman | 2015年11月2日 S | 140,404 | 0 | 0 | $0 |
| Brian E. Walker | SVP and CHRO | 2015年10月28日 A | 4,988 | 0 | 0 | $0 |
| Raal H Roos | SVP, Gen. Counsel & Secretary | 2012年4月20日 M | 11,685 | 0 | 0 | $0 |
| Bennie Lowery | SVP & Gen. Merchandise Mgr. | 2011年10月26日 A | 165,399 | 0 | 0 | $0 |
| Richard W Dowd | SVP of Distribution | 2008年10月22日 A | 67,420 | 0 | 0 | $0 |
| Gary P Schmidt | SR. VP, Gen. Coun. & Sec. | 2006年11月16日 D | 9,901 | 0 | 0 | $0 |
| Jeffrey N Boyer | 取締役 | 2026年1月22日 M | 42,460 | 0 | 0 | $0 |
| James M Head | 取締役 | 2025年1月24日 A | — | 0 | 0 | $0 |
| Erin Nealy Cox | 取締役 | 2025年1月24日 A | 28 | 0 | 0 | $0 |
| James Grant Conroy | 取締役 | 2025年1月24日 M | 12,376 | 0 | 0 | $0 |
| Rachel Rothe Bishop | 取締役 | 2025年1月24日 M | 21,699 | 0 | 0 | $0 |
| Debra Golding Perelman | 取締役 | 2025年1月24日 A | — | 0 | 0 | $0 |
| Lawrence Molloy | 取締役 | 2025年1月24日 M | 15,470 | 0 | 0 | $0 |
| Linda Heasley | 取締役 | 2024年1月25日 M | 62,290 | 0 | 0 | $0 |
| Edward W Rabin | 取締役 | 2023年1月26日 M | 115,868 | 0 | 0 | $0 |
| Robert R Mcmaster | 取締役 | 2023年1月26日 M | 175,876 | 0 | 0 | $0 |
| John A Miller | 取締役 | 2023年1月26日 M | 139,923 | 0 | 0 | $0 |
| Marshall E Eisenberg | 取締役 | 2023年1月26日 M | 175,868 | 0 | 0 | $0 |
| Susan R Mulder | 取締役 | 2022年1月28日 M | 30,993 | 0 | 0 | $0 |
| Timothy R Baer | 取締役 | 2022年1月28日 M | 23,034 | 0 | 0 | $0 |
| Kelly P. Mooney | 取締役 | 2020年11月15日 M | 16,842 | 0 | 0 | $0 |
| David W Gibbs | 取締役 | 2019年11月5日 A | 1,838 | 0 | 0 | $0 |
| Joseph C Magnacca | 取締役 | 2019年11月5日 A | 92 | 0 | 0 | $0 |
| Katherine Button Bell | 取締役 | 2018年11月1日 A | 122 | 0 | 0 | $0 |
| John R Golliher | 取締役 | 2015年9月30日 F | 33,080 | 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 2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 |
|---|---|---|---|---|---|
| CDRS Acquisition LLC, Clayton Dubilier & Rice Fund VII, L.P., CD&R Associates VII, Ltd., CD&R Associates VII, L.P., CD&R Investment Associates VII, Ltd., CD&R Parallel Fund VII, L.P., CD&R Parallel Fund Associates VII, Ltd. ×5 提出書類 | 2012年7月23日 | — | 初回提出 | — | SEC |
| Sageview Capital Master, L.P., Sageview Capital Partners (A), L.P., Sageview Capital Partners (B), L.P., Sageview Partners (C) (Master), L.P., Sageview Capital GenPar, L.P., Sageview Capital MGP, LLC, Edward A. Gilhuly, Scott M. Stuart ×2 提出書類 | 2008年9月24日 | — | 初回提出 | — | 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 73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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 1.46% | 577,078 SH | 2026年8月8日 | 日次 |
| MYLD · Cambria ETF Trust | 0.94% | 19,691 NS | 2026年4月30日 | N-PORT |
| RETL · Direxion Shares ETF Trust | 0.94% | 20,857 NS | 2026年4月30日 | N-PORT |
| DEEP · ETF Series Solutions | 0.83% | 16,421 NS | 2026年5月31日 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.61% | 8,883 SH | 2026年8月8日 | 日次 |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.61% | 78,893 NS | 2026年4月30日 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.44% | 80,686 SH | 2026年8月8日 | 日次 |
| SVAL · iShares Trust | 0.43% | 55,525 SH | 2026年8月8日 | 日次 |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.31% | 22,922 NS | 2026年5月31日 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.29% | 368,033 SH | 2026年8月8日 | 日次 |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.29% | 250,633 NS | 2026年4月30日 | N-PORT |
| CALF · Pacer Funds Trust | 0.24% | 582,804 NS | 2026年4月30日 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.19% | 92,315 SH | 2026年8月8日 | 日次 |
| EBIT · Harbor ETF Trust | 0.17% | 1,376 NS | 2026年4月30日 | N-PORT |
| IJS · iShares Trust | 0.16% | 847,774 SH | 2026年8月8日 | 日次 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.14% | 245,135 SH | 2026年8月8日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.14% | 202,449 SH | 2026年8月8日 | 日次 |
| FNDA · SCHWAB STRATEGIC TRUST | 0.14% | 936,201 NS | 2026年5月31日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.13% | 95,491 NS | 2026年5月31日 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.13% | 2,580,868 NS | 2026年5月31日 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.12% | 12,196 NS | 2026年4月30日 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.11% | 67,868 SH | 2026年8月8日 | 日次 |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.10% | 15,721 SH | 2026年8月8日 | 日次 |
| IWN · iShares Trust | 0.10% | 902,521 SH | 2026年8月8日 | 日次 |
| DFSV · Dimensional ETF Trust | 0.10% | 525,965 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.10% | 206,748 NS | 2026年5月31日 | N-PORT |
| XJR · iShares Trust | 0.10% | 11,342 SH | 2026年8月8日 | 日次 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.09% | 85,240 SH | 2026年8月8日 | 日次 |
| IJR · iShares Trust | 0.08% | 5,821,534 SH | 2026年8月8日 | 日次 |
| FSMD · FIDELITY COVINGTON TRUST | 0.08% | 140,509 NS | 2026年4月30日 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0.08% | 370,535 SH | 2026年8月8日 | 日次 |
| ROSC · Lattice Strategies Trust | 0.08% | 3,063 NS | 2026年4月30日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 704,365 NS | 2026年4月30日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.07% | 334,788 SH | 2026年8月8日 | 日次 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 36,089 NS | 2026年4月30日 | N-PORT |
| ESML · iShares Trust | 0.06% | 111,199 SH | 2026年8月8日 | 日次 |
| SAA · ProShares Trust | 0.06% | 1,159 NS | 2026年5月31日 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.05% | 64,708 NS | 2026年4月30日 | N-PORT |
| IWM · iShares Trust | 0.05% | 2,511,160 SH | 2026年8月8日 | 日次 |
| ISCV · iShares Trust | 0.05% | 20,609 SH | 2026年8月8日 | 日次 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 559,520 SH | 2026年8月8日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.03% | 336,540 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.03% | 4,670 NS | 2026年5月31日 | N-PORT |
| EBI · RBB Fund Trust | 0.03% | 14,931 NS | 2026年5月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.03% | 1,386,318 SH | 2026年8月8日 | 日次 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 467,357 NS | 2026年5月31日 | N-PORT |
| TEXN · iShares Trust | 0.03% | 274 SH | 2026年8月8日 | 日次 |
| ISCB · iShares Trust | 0.02% | 4,294 SH | 2026年8月8日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 1,095,439 SH | 2026年8月8日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.02% | 2,182,058 SH | 2026年8月8日 | 日次 |