HY Hyster-Yale, Inc. Class A common stock
$33.33
가격 · 8월 18, 2026
기준 재무 정보 8월 4, 2026
52주 범위
$26–$41
46% of range
애널리스트 평점
BUY
10 analysts
목표 주가
$50
+50% upside
P/E (TTM)
-8.7
ROE
-12.7%
순이익률
-1.6%
Hyster-Yale, Inc. Class A common stock 정보 위키백과 회사 개요
Hyster-Yale Materials Handling, Inc., through its wholly owned operating subsidiary, Hyster-Yale Group, Inc., designs, engineers, manufactures, sells and services a comprehensive line of lift trucks and aftermarket parts marketed globally primarily under the Hyster and Yale brand names. It was spun off from NACCO Industries in 2012, but had been running as a standalone company within NACCO since 2002.
더 보기
Hyster-Yale Materials Handling, Inc., through its wholly owned operating subsidiary, Hyster-Yale Group, Inc., designs, engineers, manufactures, sells and services a comprehensive line of lift trucks and aftermarket parts marketed globally primarily under the Hyster and Yale brand names. It was spun off from NACCO Industries in 2012, but had been running as a standalone company within NACCO since 2002.
Subsidiaries of Hyster-Yale Group include Nuvera Fuel Cells, LLC, an alternative-power technology company focused on fuel-cell stacks and related systems, on-site hydrogen production and dispensing systems, and Bolzoni S.p.A., a leading worldwide producer of attachments, forks and lift tables under the Bolzoni Auramo and Meyer brand names.
Hyster-Yale Materials Handling was listed as a Fortune 1000 company in 2014, 2015 and 2016.
## History
The company's origins are in the Hyster Company and the Yale Materials Handling Corporation, the latter of which started off as part of a lock company.
Yale Materials Handling Corporation is an American corporation that produces forklift trucks and other material handling equipment. Yale produced its first forklift truck in the 1920s under the name Yale & Towne Manufacturing. Yale & Towne Manufacturing was purchased in 1985 by the North American Coal Corporation (NACCO), which later became NACCO Industries, Incorporated. Yale Materials Handling Corporation was combined with Hyster Company, also purchased by NACCO, in 1989 to form NACCO Materials Handling Group. NACCO Materials Handling Group was then spun off as a separate public company from NACCO in 2012, under the name Hyster-Yale Materials Handling, Inc.
== References ==
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
HY 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$33.33
시가총액
—
P/E (TTM)
-8.7
EPS (TTM)
$-3.40
매출 (TTM)
$3.77B
배당 수익률
—
ROE
-12.7%
부채/자본
0.0
52주 범위
$26 – $41
HY 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
Configure
10년 성과 매출, 순이익, 마진 및 EPS 추세
매출 및 순이익
$3.77B
2016-12-31
→
2025-12-31
EPS
$-3.40
2016-12-31
→
2025-12-31
잉여현금흐름
$24M
2016-12-31
→
2025-12-31
마진
-1.6%
2016-12-31
→
2025-12-31
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
HY
동종업계 중앙값
P/E (TTM)
-8.7
40.7
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
HY
동종업계 중앙값
Gross Margin (매출 총이익률)
16.8%
35.8%
Operating Margin (영업이익률)
-0.59%
—
Net Profit Margin (순이익률)
-1.6%
2.0%
ROA
-3.0%
1.6%
ROE
-12.7%
3.3%
ROIC
-6.2%
—
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
HY
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
0.0
—
Current Ratio (유동비율)
1.3
2.1
Quick Ratio (당좌 비율)
0.6
—
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
HY
동종업계 중앙값
Revenue YoY (매출 YoY)
-12.5%
—
Revenue CAGR 3Y (매출 CAGR 3년)
2.0%
—
Revenue CAGR 5Y (매출 CAGR 5년)
6.0%
—
EPS YoY
11.1%
—
Net Income YoY (순이익 YoY)
13.0%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
HY
동종업계 중앙값
Payout Ratio (지급 비율)
-42.3%
—
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
배당 수익률
—
지급 비율
-42.3%
5년 배당 CAGR
—
| 배당락일 | 금액 |
|---|---|
| 2026년 6월 1일 | $0.3650 |
| 2026년 2월 27일 | $0.3600 |
| 2025년 12월 1일 | $0.3600 |
| 2025년 8월 29일 | $0.3600 |
| 2025년 5월 30일 | $0.3600 |
| 2025년 2월 28일 | $0.3500 |
| 2024년 11월 29일 | $0.3500 |
| 2024년 8월 30일 | $0.3500 |
| 2024년 5월 31일 | $0.3500 |
| 2024년 2월 29일 | $0.3250 |
| 2023년 11월 30일 | $0.3250 |
| 2023년 8월 31일 | $0.3250 |
| 2023년 5월 31일 | $0.3250 |
| 2023년 2월 28일 | $0.3230 |
| 2022년 11월 30일 | $0.3230 |
| 2022년 8월 31일 | $0.3230 |
| 2022년 5월 31일 | $0.3230 |
| 2022년 3월 7일 | $0.3230 |
| 2021년 11월 30일 | $0.3230 |
| 2021년 8월 31일 | $0.3230 |
HY 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매수
10 명의 애널리스트
- 적극 매수 3 30.0%
- 매수 6 60.0%
- 보유 1 10.0%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
2 명의 애널리스트 · 2026-08-15
중앙값
$50.00
← 모든 목표가 하회
$33.33
저가
$45.00
고가
$55.00
중앙값 목표
$50.00
+50.0%
평균 목표
$50.00
+50.0%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
-0.13%
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $-1.64 | $-2.11 | 0.47% |
| 2026년 3월 31일 | $-1.64 | $-1.85 | 0.21% |
| 2025년 12월 31일 | $-2.06 | $-1.30 | -0.76% |
| 2025년 9월 30일 | $-0.09 | $-0.14 | 0.05% |
| 2025년 6월 30일 | $-0.14 | $0.61 | -0.75% |
| 2025년 3월 31일 | $0.49 | $0.48 | 0.01% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| HY | — | -8.7 | -12.5% | -1.6% | -12.7% | 16.8% |
| HLMN | $1.79B | 45.5 | 5.4% | 2.6% | 3.3% | — |
| GHM | $874M | 70.5 | 16.9% | 5.1% | 9.3% | 23.5% |
| TNC | $1.32B | 31.2 | -6.5% | 3.6% | 7.2% | 40.2% |
| SSYS | — | — | — | — | — | — |
| PKOH | $389M | 12.3 | -3.5% | 1.5% | 6.7% | — |
| MEC | $380M | -46.8 | -6.0% | -1.5% | -3.3% | — |
| DDD | — | 9.3 | -12.1% | 7.7% | 12.4% | 33.9% |
| ELMT | — | — | — | — | — | — |
| CMCO | $418M | -2.0 | 23.9% | -19.2% | -19.4% | 30.1% |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 17
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B | $2.81B | $3.29B | $3.18B | $2.89B | $2.57B | $2.58B | $2.77B | |
| Cost of Revenue | $3.14B | $3.41B | $3.33B | $3.11B | $2.71B | $2.35B | $2.75B | $2.68B | $2.38B | $2.14B | $2.15B | $2.32B | |
| Gross Profit | $633M | $896M | $786M | $434M | $363M | $465M | $542M | $497M | $503M | $428M | $431M | $448M | |
| R&D Expense | $137M | $136M | $120M | $101M | $108M | $100M | $115M | $111M | $104M | $107M | $88M | $71M | |
| SG&A Expense | $616M | $628M | $577M | $473M | $450M | $416M | $488M | $458M | $428M | $395M | $327M | $317M | |
| Operating Expenses | $655M | $651M | $577M | $473M | $516M | $416M | $488M | $458M | $428M | $395M | $327M | $299M | |
| Operating Income | $-22M | $245M | $209M | $-39M | $-152M | $50M | $54M | $39M | $74M | $33M | $104M | $149M | |
| Interest Expense | $31M | $34M | $37M | $28M | $16M | $14M | $20M | $16M | $15M | $7M | $5M | $4M | |
| Other Non-op | $0 | $2M | $-200.0K | $-6M | $1M | $-600.0K | $4M | $4M | $6M | $5M | $-400.0K | $-400.0K | |
| Pretax Income | $-43M | $219M | $181M | $-62M | $-155M | $42M | $48M | $37M | $94M | $38M | $104M | $150M | |
| Income Tax | $15M | $75M | $53M | $9M | $28M | $4M | $11M | $2M | $45M | $-4M | $29M | $40M | |
| Net Income | $-60M | $142M | $126M | $-74M | $-173M | $37M | $36M | $35M | $49M | $43M | $75M | $110M | |
| EPS (Basic) | $-3.40 | $8.16 | $7.35 | $-4.38 | $-10.29 | $2.21 | $2.15 | $2.10 | $2.95 | $2.61 | $4.58 | $6.61 | |
| EPS (Diluted) | $-3.40 | $8.04 | $7.24 | $-4.38 | $-10.29 | $2.21 | $2.14 | $2.09 | $2.94 | $2.61 | $4.57 | $6.58 | |
| Shares (Basic) | 17,670,000 | 17,442,000 | 17,137,000 | 16,901,000 | 16,818,000 | 16,775,000 | 16,645,000 | 16,540,000 | 16,447,000 | 16,376,000 | 16,307,000 | 16,607,000 | |
| Shares (Diluted) | 17,670,000 | 17,710,000 | 17,385,000 | 16,901,000 | 16,818,000 | 16,799,000 | 16,726,000 | 16,602,000 | 16,514,000 | 16,427,000 | 16,355,000 | 16,675,000 | |
| EBITDA | $24M | $292M | $254M | $4M | $-106M | $93M | $97M | $83M | $119M | $74M | $132M | $178M |
대차대조표 26
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $123M | $97M | $79M | $59M | $66M | $151M | $65M | $84M | $220M | $43M | $155M | $111M | |
| Receivables | $490M | $488M | $498M | $524M | $457M | $412M | $468M | $466M | $453M | $375M | $324M | $358M | |
| Inventory | $634M | $754M | $816M | $800M | $781M | $509M | $560M | $534M | $412M | $352M | $305M | $342M | |
| Prepaid Expense | $100M | $94M | $98M | $77M | $46M | $57M | $63M | $49M | $46M | $39M | $35M | $35M | |
| Current Assets | $1.35B | $1.43B | $1.49B | $1.46B | $1.35B | $1.13B | $1.16B | $1.13B | $1.13B | $810M | $819M | $846M | |
| PP&E (Net) | $329M | $307M | $314M | $310M | $330M | $340M | $308M | $296M | $265M | $255M | $184M | $180M | |
| PP&E (Gross) | $1.04B | $952M | $940M | $890M | $890M | $876M | $796M | $773M | $728M | $671M | $589M | $585M | |
| Accum. Depreciation | $708M | $645M | $627M | $580M | $560M | $536M | $487M | $477M | $462M | $416M | $404M | $405M | |
| Goodwill | $56M | $55M | $53M | $51M | $56M | $115M | $107M | $108M | $59M | $51M | $0 | · | |
| Intangibles | $32M | $33M | $39M | $43M | $51M | $58M | $60M | $68M | $56M | $56M | $4M | $4M | |
| Other Non-current Assets | $192M | $139M | $123M | $102M | $107M | $112M | $105M | $36M | $37M | $25M | $13M | $19M | |
| Total Assets | $2.02B | $2.03B | $2.08B | $2.03B | $1.97B | $1.86B | $1.85B | $1.74B | $1.65B | $1.29B | $1.10B | $1.12B | |
| Accounts Payable | $396M | $448M | $524M | $586M | $517M | $412M | $402M | $416M | $386M | $242M | $280M | $332M | |
| Short-term Debt | $14M | $15M | $15M | $14M | $12M | $10M | · | · | · | · | · | · | |
| Current Liabilities | $1.00B | $1.06B | $1.22B | $1.34B | $1.10B | $756M | $817M | $776M | $692M | $576M | $505M | $553M | |
| Capital Leases | $128M | $85M | $62M | $46M | $56M | $58M | $62M | $11M | $13M | $19M | $15M | $7M | |
| Deferred Tax | $8M | $8M | $13M | $13M | $13M | $15M | $15M | $18M | $13M | $11M | $0 | · | |
| Other Non-current Liabilities | $224M | $189M | $149M | $138M | $168M | $182M | $188M | $130M | $109M | $90M | $69M | $57M | |
| Total Liabilities | $1.53B | $1.54B | $1.67B | $1.80B | $1.59B | $1.21B | $1.27B | $1.18B | $1.08B | $817M | $633M | $665M | |
| Long-term Debt | $473M | $417M | $467M | $523M | $490M | $260M | $266M | $284M | $271M | $184M | $32M | $19M | |
| Total Debt | $14M | $15M | $15M | $14M | $12M | $298M | $279M | $288M | $285M | $132M | $53M | $32M | |
| Retained Earnings | $289M | $375M | $256M | $153M | $249M | $443M | $427M | $407M | $389M | $360M | $337M | $280M | |
| Treasury Stock | $14M | $14M | $0 | $0 | $4M | $6M | $16M | $24M | $32M | $37M | $42M | $49M | |
| AOCI | $-158M | $-237M | $-194M | $-246M | $-202M | $-133M | $-189M | $-178M | $-116M | $-179M | $-154M | $-101M | |
| Stockholders' Equity | $472M | $475M | $390M | $204M | $357M | $617M | $544M | $527M | $566M | $464M | $461M | $454M | |
| Liabilities + Equity | $2.02B | $2.03B | $2.08B | $2.03B | $1.97B | $1.86B | $1.85B | $1.74B | $1.65B | $1.29B | $1.10B | $1.12B |
현금 흐름 19
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $48M | $45M | $43M | $46M | $43M | $43M | $44M | $43M | $39M | $29M | $30M | |
| Stock-based Comp | $8M | $24M | $29M | $6M | $4M | $1M | $8M | $6M | $9M | $5M | $3M | $6M | |
| Deferred Tax | $-2M | $-8M | $-1M | $-100.0K | $20M | $-2M | $-7M | $-3M | $8M | $-7M | $-1M | $2M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $5M | $6M | $7M | $7M | $6M | $5M | $500.0K | · | |
| Restructuring | $38M | $23M | $0 | $0 | $400.0K | · | · | · | · | · | · | · | |
| Other Non-cash | $94M | $-35M | $-48M | $65M | $-150M | $88M | $-4M | $-14M | $56M | $-128M | $-16M | $-47M | |
| Operating Cash Flow | $86M | $171M | $151M | $41M | $-254M | $167M | $77M | $68M | $165M | $-49M | $89M | $100M | |
| CapEx | $62M | $48M | $35M | $29M | $44M | $52M | $50M | $39M | $41M | $43M | $47M | $48M | |
| Investing Cash Flow | $-63M | $-48M | $-34M | $-35M | $-24M | $-44M | $-42M | $-111M | $-47M | $-145M | $-31M | · | |
| Debt Issued | $148M | $169M | $139M | $135M | $120M | $72M | $68M | $72M | $266M | $40M | $46M | $31M | |
| Net Debt Issued | $-23M | $-30M | $-22M | $37M | $58M | $-12M | $-24M | $-72M | $190M | $-16M | $11M | $-6M | |
| Stock Repurchased | $-4M | $-14M | $0 | $0 | · | · | · | · | · | $0 | $100.0K | $48M | |
| Net Stock Activity | $4M | $14M | · | · | · | · | · | · | · | $0 | $-100.0K | $-48M | |
| Dividends Paid | $25M | $24M | $22M | $22M | $22M | $21M | $21M | $20M | $20M | $19M | $18M | $18M | |
| Financing Cash Flow | $-800.0K | $-100M | $-100M | $-11M | $194M | $-41M | $-52M | $-88M | $53M | $78M | $-7M | · | |
| Net Change in Cash | $27M | $18M | $20M | $-6M | $-86M | $87M | $-19M | $-136M | $177M | $-112M | $44M | $-64M | |
| Taxes Paid | $37M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $24M | $123M | $115M | $12M | $-298M | $115M | $27M | $29M | $124M | $-92M | $43M | $52M | |
| Levered FCF | $-19M | $101M | $89M | $-21M | $-316M | $103M | $12M | $14M | $116M | $-99M | $39M | $49M |
수익성 8
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 16.8% | 20.8% | 19.1% | 12.2% | 11.8% | 16.6% | 16.5% | 15.7% | 17.4% | 16.6% | 16.7% | 16.2% | |
| Operating Margin | -0.59% | 5.7% | 5.1% | -1.1% | -5.0% | 1.8% | 1.6% | 1.2% | 2.6% | 1.4% | 4.0% | 5.4% | |
| Net Margin | -1.6% | 3.3% | 3.1% | -2.1% | -5.6% | 1.3% | 1.1% | 1.1% | 1.7% | 1.7% | 2.9% | 4.0% | |
| Pretax Margin | -1.1% | 5.1% | 4.4% | -1.8% | -5.0% | 1.5% | 1.5% | 1.1% | 3.2% | 1.5% | 4.0% | 5.4% | |
| EBITDA Margin | 0.63% | 6.8% | 6.2% | 0.12% | -3.5% | 3.3% | 2.9% | 2.6% | 4.1% | 2.9% | 5.1% | 6.5% | |
| ROA | -3.0% | 6.9% | 6.1% | -3.7% | -9.0% | 2.0% | 2.0% | 2.1% | 3.3% | 3.6% | 6.7% | 9.6% | |
| ROE | -12.7% | 32.9% | 42.4% | -26.4% | -35.5% | 6.4% | 6.7% | 6.3% | 9.4% | 9.3% | 16.3% | 24.3% | |
| ROIC | -6.2% | 32.9% | 36.5% | -20.5% | -48.9% | 5.0% | 5.0% | 4.5% | 4.7% | 6.5% | 14.5% | 22.5% |
유동성 및 지급능력 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 | 1.5 | 1.4 | 1.5 | 1.6 | 1.4 | 1.6 | 1.6 | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.4 | 0.5 | 0.7 | 0.7 | 0.7 | 1.0 | 0.7 | 0.9 | 0.8 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.5 | 0.5 | 0.5 | 0.5 | 0.3 | 0.1 | 0.1 | |
| LT Debt / Equity | · | · | · | · | · | 0.3 | 0.4 | 0.4 | 0.4 | 0.2 | 0.0 | 0.0 | |
| Interest Coverage | -0.7 | 7.2 | 5.6 | -1.4 | -9.8 | 3.6 | 2.7 | 2.4 | 5.2 | 5.2 | 22.0 | 38.2 |
효율성 3
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.9 | 2.1 | 2.0 | 1.8 | 1.6 | 1.5 | 1.8 | 1.9 | 2.0 | 2.2 | 2.3 | 2.4 | |
| Inventory Turnover | 4.5 | 4.3 | 4.1 | 3.9 | 4.2 | 4.4 | 5.0 | 5.7 | 6.2 | 6.5 | 6.6 | 6.9 | |
| Receivables Turnover | 7.7 | 8.7 | 8.1 | 7.2 | 7.1 | 6.4 | 7.1 | 6.9 | 7.0 | 7.3 | 7.6 | 7.7 |
성장률 8
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -12.5% | 4.6% | 16.1% | 15.4% | 9.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.0% | 11.9% | 13.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 11.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | 13.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 50.3% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 6
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B | $2.81B | $3.29B | $3.18B | $2.89B | $2.57B | $2.58B | $2.77B | |
| Net Income TTM | $-60M | $142M | $126M | $-74M | $-173M | $37M | $36M | $35M | $49M | $43M | $75M | $110M | |
| P/E | -8.7 | 6.3 | 8.6 | -5.8 | -4.0 | 26.9 | 27.6 | 29.6 | 29.0 | 24.4 | 11.5 | 11.1 | |
| Earnings Yield | -11.4% | 15.8% | 11.6% | -17.3% | -25.0% | 3.7% | 3.6% | 3.4% | 3.5% | 4.1% | 8.7% | 9.0% | |
| Payout Ratio | -42.3% | 16.9% | 17.7% | -29.4% | -12.5% | 57.4% | 58.7% | 58.8% | 40.7% | 44.9% | 24.6% | 16.2% | |
| Annual Payout | $25M | $24M | $22M | $22M | $22M | $21M | $21M | $20M | $20M | $19M | $18M | $18M |
손익계산서 15
| 지표 | 추세 | 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 | $813M | $795M | $923M | $979M | $957M | $910M | $1.07B | $1.02B | $1.17B | $1.06B | $1.03B | $1.00B | $1.09B | $999M | $985M | $840M | |
| Cost of Revenue | $685M | $670M | $792M | $823M | $788M | $733M | $860M | $823M | $909M | $821M | $818M | $798M | $893M | $825M | $838M | $753M | |
| Gross Profit | $128M | $125M | $131M | $156M | $168M | $178M | $208M | $193M | $259M | $236M | $210M | $204M | $198M | $174M | $147M | $87M | |
| SG&A Expense | $144M | $151M | $147M | $153M | $161M | $156M | $154M | $159M | $164M | $152M | $161M | $145M | $139M | $132M | $127M | $112M | |
| Operating Income | $-18M | $-28M | $-37M | $2M | $-8M | $21M | $32M | $33M | $96M | $84M | $49M | $59M | $59M | $43M | $20M | $-25M | |
| Interest Expense | $8M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $10M | $8M | $10M | $10M | $8M | |
| Other Non-op | $300.0K | $-200.0K | $-300.0K | $-500.0K | $500.0K | $300.0K | $600.0K | $-200.0K | $1M | $1M | $100.0K | $700.0K | $-3M | $2M | $1M | $-2M | |
| Pretax Income | $-23M | $-32M | $-42M | $-5M | $-13M | $17M | $24M | $28M | $90M | $77M | $42M | $53M | $51M | $36M | $13M | $-32M | |
| Income Tax | $8M | $-2M | $10M | $-3M | $200.0K | $8M | $13M | $10M | $26M | $25M | $16M | $16M | $12M | $9M | $5M | $4M | |
| Net Income | $-32M | $-30M | $-52M | $-2M | $-14M | $9M | $10M | $17M | $63M | $52M | $25M | $36M | $38M | $27M | $8M | $-37M | |
| EPS (Basic) | $-1.76 | $-1.71 | $-2.97 | $-0.13 | $-0.79 | $0.49 | $0.59 | $0.98 | $3.62 | $2.97 | $1.48 | $2.08 | $2.23 | $1.56 | $0.45 | $-2.20 | |
| EPS (Diluted) | $-1.76 | $-1.71 | $-2.96 | $-0.13 | $-0.79 | $0.48 | $0.56 | $0.97 | $3.58 | $2.93 | $1.42 | $2.06 | $2.21 | $1.55 | $0.45 | $-2.20 | |
| Shares (Basic) | 17,912,000 | 17,821,000 | -35,308,000 | 17,717,000 | 17,705,000 | 17,556,000 | -34,890,000 | 17,500,000 | 17,493,000 | 17,339,000 | -34,251,000 | 17,175,000 | 17,164,000 | 17,049,000 | -33,775,000 | 16,920,000 | |
| Shares (Diluted) | 17,912,000 | 17,821,000 | -35,518,000 | 17,717,000 | 17,705,000 | 17,766,000 | -35,293,000 | 17,752,000 | 17,659,000 | 17,592,000 | -34,549,000 | 17,413,000 | 17,307,000 | 17,214,000 | -33,775,000 | 16,920,000 | |
| EBITDA | $-8M | $-17M | · | $14M | $3M | $32M | · | $33M | $96M | $96M | · | $59M | $59M | $54M | · | $-25M |
대차대조표 25
| 지표 | 추세 | 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 | $73M | $82M | $123M | $71M | $67M | $77M | $97M | $76M | $66M | $62M | · | $78M | $66M | $65M | · | $69M | |
| Receivables | $485M | $471M | $490M | $521M | $512M | $506M | $488M | $542M | $579M | $520M | · | $512M | $582M | $536M | · | $460M | |
| Inventory | $628M | $644M | $634M | $740M | $777M | $773M | $754M | $855M | $791M | $842M | · | $815M | $820M | $855M | · | $779M | |
| Prepaid Expense | $92M | $108M | $100M | $112M | $101M | $99M | $94M | $86M | $93M | $101M | · | $95M | $84M | $88M | · | $68M | |
| Current Assets | $1.28B | $1.31B | $1.35B | $1.44B | $1.46B | $1.45B | $1.43B | $1.56B | $1.53B | $1.53B | · | $1.50B | $1.55B | $1.54B | · | $1.38B | |
| PP&E (Net) | $327M | $328M | $329M | $321M | $316M | $313M | $307M | $317M | $311M | $312M | · | $299M | $300M | $304M | · | $302M | |
| PP&E (Gross) | · | · | $1.04B | · | · | · | $952M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $708M | · | · | · | $645M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $56M | $55M | $56M | $56M | $55M | $51M | $55M | $58M | $52M | $52M | $53M | $51M | $52M | $52M | $51M | $49M | |
| Intangibles | $30M | $31M | $32M | $33M | $34M | $33M | $33M | $36M | $36M | $37M | · | $40M | $41M | $43M | · | $43M | |
| Other Non-current Assets | $182M | $181M | $192M | $143M | $149M | $144M | $139M | $139M | $133M | $136M | · | $106M | $109M | $98M | · | $103M | |
| Total Assets | $1.93B | $1.96B | $2.02B | $2.06B | $2.08B | $2.06B | $2.03B | $2.17B | $2.12B | $2.12B | $2.08B | $2.05B | $2.11B | $2.10B | $2.03B | $1.93B | |
| Accounts Payable | $414M | $400M | $396M | $472M | $465M | $464M | $448M | $528M | $507M | $566M | · | $540M | $577M | $608M | · | $533M | |
| Short-term Debt | · | · | $14M | · | · | · | $15M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1000M | $993M | $1.00B | $1.04B | $1.04B | $1.05B | $1.06B | $1.15B | $1.17B | $1.22B | · | $1.30B | $1.37B | $1.39B | · | $1.31B | |
| Capital Leases | · | · | $128M | · | · | · | $85M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $8M | $8M | $8M | $9M | $10M | $10M | $8M | $12M | $12M | $12M | · | $12M | $12M | $13M | · | $11M | |
| Other Non-current Liabilities | $208M | $211M | $224M | $168M | $177M | $179M | $189M | $172M | $161M | $166M | · | $131M | $127M | $127M | · | $167M | |
| Total Liabilities | $1.52B | $1.51B | $1.53B | $1.51B | $1.51B | $1.53B | $1.54B | $1.62B | $1.63B | $1.69B | · | $1.73B | $1.80B | $1.83B | · | $1.80B | |
| Long-term Debt | $480M | $484M | $473M | $445M | $450M | · | $417M | $443M | $476M | $448M | · | $485M | $515M | $533M | · | $515M | |
| Retained Earnings | $214M | $252M | $289M | $348M | $357M | $377M | $375M | $370M | $359M | $302M | · | $237M | $206M | $174M | · | $150M | |
| Treasury Stock | $3M | $4M | $14M | $15M | $16M | $17M | $14M | $9M | $9M | $9M | · | $0 | $100.0K | $100.0K | · | $0 | |
| AOCI | $-170M | $-166M | $-158M | $-153M | $-151M | $-204M | $-237M | $-181M | $-230M | $-218M | · | $-245M | $-225M | $-222M | · | $-332M | |
| Stockholders' Equity | $390M | $430M | $472M | $536M | $545M | $510M | $475M | $530M | $466M | $412M | · | $304M | $290M | $256M | · | $114M | |
| Liabilities + Equity | $1.93B | $1.96B | $2.02B | $2.06B | $2.08B | $2.06B | $2.03B | $2.17B | $2.12B | $2.12B | · | $2.05B | $2.11B | $2.10B | · | $1.93B |
현금 흐름 17
| 지표 | 추세 | 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 | $11M | $11M | $12M | $11M | $12M | $11M | $12M | $12M | $12M | $12M | $11M | $11M | $11M | $11M | $10M | $11M | |
| Stock-based Comp | $1M | $4M | $-800.0K | $2M | $3M | $4M | $2M | $4M | $8M | $9M | $15M | $3M | $6M | $5M | $3M | $1M | |
| Deferred Tax | $4M | $-300.0K | $-2M | $-800.0K | $-200.0K | $1M | $-7M | $-300.0K | $-300.0K | $-500.0K | $-400.0K | $500.0K | $-900.0K | $-300.0K | $2M | $-400.0K | |
| Restructuring | $2M | $2M | $22M | $1M | $16M | $200.0K | $21M | $1M | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | $-18M | · | · | · | $-61M | · | · | · | $-50M | · | · | · | $-33M | · | · | |
| Operating Cash Flow | $17M | $-33M | $56M | $37M | $29M | $-36M | $81M | $70M | $-2M | $22M | $46M | $60M | $36M | $9M | $6M | $34M | |
| CapEx | $15M | $10M | $24M | $14M | $14M | $11M | $18M | $10M | $12M | $8M | $16M | $8M | $7M | $3M | $9M | $4M | |
| Investing Cash Flow | $-14M | $-9M | $-23M | $-14M | $-15M | $-10M | $-17M | $-12M | $-12M | $-7M | $-15M | $-8M | $-7M | $-5M | $-8M | $-4M | |
| Debt Issued | $48M | $46M | $37M | $50M | $27M | $35M | $38M | $42M | $42M | $47M | $35M | $37M | $26M | $40M | $29M | $30M | |
| Net Debt Issued | · | $10M | · | · | · | $-8M | · | · | · | $-3M | · | · | · | $1M | · | · | |
| Stock Repurchased | $0 | $700.0K | $-9M | $100.0K | $-100.0K | $4M | $-23M | $0 | $0 | $9M | $-100.0K | $0 | $0 | $100.0K | $0 | $0 | |
| Net Stock Activity | · | $-700.0K | · | · | · | $-4M | · | · | · | $-9M | · | · | · | $-100.0K | · | · | |
| Dividends Paid | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $6M | |
| Financing Cash Flow | $-11M | $1M | $18M | $-18M | $-26M | $26M | $-38M | $-51M | $19M | $-30M | $-31M | $-40M | $-26M | $-2M | $-9M | $-35M | |
| Net Change in Cash | $-9M | $-41M | $52M | $4M | $-10M | $-19M | $21M | $9M | $4M | $-17M | $600.0K | $12M | $1M | $6M | $-10M | $-7M | |
| Free Cash Flow | · | $-43M | · | · | · | $-47M | · | · | · | $15M | · | · | · | $6M | · | · | |
| Levered FCF | · | $-49M | · | · | · | $-51M | · | · | · | $9M | · | · | · | $-2M | · | · |
수익성 8
| 지표 | 추세 | 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 | 15.7% | 15.7% | · | 15.9% | 17.6% | 19.5% | · | 19.0% | 22.2% | 22.3% | · | 20.3% | 18.1% | 17.4% | · | 10.3% | |
| Operating Margin | -2.3% | -3.5% | · | 0.23% | -0.89% | 2.3% | · | 3.3% | 8.2% | 7.9% | · | 5.9% | 5.4% | 4.3% | · | -3.0% | |
| Net Margin | -3.9% | -3.8% | · | -0.23% | -1.5% | 0.94% | · | 1.7% | 5.4% | 4.9% | · | 3.6% | 3.5% | 2.7% | · | -4.4% | |
| Pretax Margin | -2.9% | -4.0% | · | -0.47% | -1.4% | 1.8% | · | 2.8% | 7.7% | 7.3% | · | 5.2% | 4.7% | 3.6% | · | -3.9% | |
| EBITDA Margin | -0.92% | -2.1% | · | 1.4% | 0.34% | 3.5% | · | 3.3% | 8.2% | 9.0% | · | 5.9% | 5.4% | 5.4% | · | -3.0% | |
| ROA | -1.6% | -1.5% | · | -0.11% | -0.66% | 0.41% | · | 0.81% | 3.0% | 2.5% | · | 1.7% | 1.9% | · | · | -1.9% | |
| ROE | -6.8% | -6.5% | · | -0.43% | -2.8% | 1.9% | · | 4.1% | 16.7% | 16.8% | · | 12.8% | 8.6% | · | · | -12.6% | |
| ROIC | -6.4% | -6.2% | · | 0.16% | -1.6% | 2.2% | · | 4.0% | 14.6% | 13.7% | · | 13.3% | 15.5% | · | · | -24.7% |
유동성 및 지급능력 3
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.2 | 1.1 | · | · | 1.1 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.5 | · | · | 0.4 | |
| Interest Coverage | -2.4 | -3.9 | · | 0.3 | -1.1 | 2.8 | · | 3.9 | 10.9 | 9.4 | · | 6.1 | 7.0 | 4.2 | · | -3.2 |
효율성 3
| 지표 | 추세 | 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 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.5 | · | · | 0.4 | |
| Inventory Turnover | 1.0 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.2 | · | · | 1.0 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | 2.0 | 2.0 | · | 1.9 | 2.1 | · | · | 1.8 |
가치 평가 (TTM) 5
| 지표 | 추세 | 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 | $3.54B | $3.64B | · | $3.86B | $4.05B | $4.15B | · | $4.24B | $4.32B | $4.15B | · | $3.93B | $3.83B | $3.56B | · | $3.31B | |
| Net Income TTM | $-78M | $-38M | · | $10M | $75M | $141M | · | $168M | $189M | $152M | · | $63M | $8M | $-55M | · | $-159M | |
| P/E | -8.0 | -15.1 | · | 69.5 | 9.4 | 5.2 | · | 6.7 | 6.5 | 7.3 | · | 12.3 | 136.2 | -15.2 | · | -2.3 | |
| Earnings Yield | -12.5% | -6.6% | · | 1.4% | 10.7% | 19.2% | · | 15.0% | 15.5% | 13.6% | · | 8.1% | 0.73% | -6.6% | · | -43.8% | |
| Payout Ratio | · | -21.0% | · | · | · | 72.1% | · | · | · | 11.1% | · | · | · | 21.1% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 매출 | $3.77B | $4.31B | $4.12B | $3.55B | $3.08B |
| 매출 총이익률 % | 16.8% | 20.8% | 19.1% | 12.2% | 11.8% |
| 영업이익률 % | -0.59% | 5.7% | 5.1% | -1.1% | -5.0% |
| 순이익 | $-60M | $142M | $126M | $-74M | $-173M |
| 희석 EPS | $-3.40 | $8.04 | $7.24 | $-4.38 | $-10.29 |
대차대조표
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 |
| 유동비율 | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 |
| 당좌 비율 | 0.6 | 0.6 | 0.5 | 0.4 | 0.5 |
현금 흐름
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $24M | $123M | $115M | $12M | $-298M |
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기관 투자자 (13F) 158개의 제출자 · $242.2M 전체 · 기준일 2026년 6월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
기관 활동 — Q2 2026 대 이전 분기
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 30 (+11 이전 분기 대비) | 16 (+1 이전 분기 대비) | 58 (0 이전 분기 대비) | 34 (-5 이전 분기 대비) | +374K |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | $27,628,016 | 788,021 | 11.41% | 주식 |
| VANGUARD GROUP INC | $17,927,668 | 603,422 | 7.40% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $16,406,082 | 467,943 | 6.78% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $16,242,001 | 463,263 | 6.71% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $14,079,675 | 401,588 | 5.81% | 주식 |
| VALUEWORKS LLC | $13,941,002 | 397,633 | 5.76% | 주식 |
| STATE STREET CORP | $11,599,881 | 330,858 | 4.79% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $8,899,153 | 253,762 | 3.67% | 주식 |
| DEPRINCE RACE & ZOLLO INC | $8,695,742 | 267,479 | 3.59% | 주식 |
| ProShare Advisors LLC | $6,849,883 | 195,376 | 2.83% | 주식 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5,689,537 | 162,280 | 2.35% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $4,389,933 | 125,212 | 1.81% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $4,172,794 | 119,019 | 1.72% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $3,980,993 | 113,548 | 1.64% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3,902,458 | 111,308 | 1.61% | 주식 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3,637,580 | 103,753 | 1.50% | 주식 |
| GOLDMAN SACHS GROUP INC | $3,623,521 | 103,352 | 1.50% | 주식 |
| FMR LLC | $3,532,575 | 100,758 | 1.46% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3,360,957 | 95,863 | 1.39% | 주식 |
| Walleye Capital LLC | $3,329,403 | 94,963 | 1.37% | 주식 |
| D. E. Shaw & Co., Inc. | $2,705,230 | 77,160 | 1.12% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $2,677,567 | 76,371 | 1.11% | 주식 |
| Empowered Funds, LLC | $2,655,900 | 75,753 | 1.10% | 주식 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2,275,990 | 64,917 | 0.94% | 주식 |
| BANK OF AMERICA CORP /DE/ | $2,265,612 | 64,621 | 0.94% | 주식 |
| ISTHMUS PARTNERS, LLC | $2,215,687 | 63,197 | 0.91% | 주식 |
| GABELLI FUNDS LLC | $1,970,372 | 56,200 | 0.81% | 주식 |
| OP Asset Management Ltd | $1,909,789 | 54,472 | 0.79% | 주식 |
| PNC Financial Services Group, Inc. | $1,720,990 | 49,087 | 0.71% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,509,017 | 43,041 | 0.62% | 주식 |
| JOHNSON INVESTMENT COUNSEL INC | $1,493,661 | 42,603 | 0.62% | 주식 |
| CWM, LLC | $1,372,066 | 42,204 | 0.57% | 주식 |
| MCDONALD PARTNERS LLC | $1,346,501 | 38,406 | 0.56% | 주식 |
| MORGAN STANLEY | $1,336,943 | 38,133 | 0.55% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $1,304,232 | 37,200 | 0.54% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $1,268,190 | 36,172 | 0.52% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $1,244,630 | 35,500 | 0.51% | 주식 |
| Fisher Asset Management, LLC | $1,139,870 | 32,512 | 0.47% | 주식 |
| KEYBANK NATIONAL ASSOCIATION/OH | $1,103,198 | 31,466 | 0.46% | 주식 |
| Pacific Ridge Capital Partners, LLC | $1,094,503 | 31,218 | 0.45% | 주식 |
| AMERIPRISE FINANCIAL INC | $1,077,674 | 30,738 | 0.45% | 주식 |
| CITADEL ADVISORS LLC | $1,052,361 | 30,016 | 0.43% | 주식 |
| Manatuck Hill Partners, LLC | $1,051,800 | 30,000 | 0.43% | 주식 |
| Truvestments Capital LLC | $1,018,465 | 29,049 | 0.42% | 주식 |
| Quantinno Capital Management LP | $928,186 | 26,474 | 0.38% | 주식 |
| COOPER/HAIMS ADVISORS, LLC | $897,922 | 25,611 | 0.37% | 주식 |
| TWO SIGMA ADVISERS, LP | $864,561 | 29,100 | 0.36% | 주식 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $764,308 | 21,800 | 0.32% | 주식 |
| Swiss National Bank | $711,718 | 20,300 | 0.29% | 주식 |
| Vanguard Global Advisers, LLC | $602,541 | 17,186 | 0.25% | 주식 |
| XTX Topco Ltd | $583,924 | 16,655 | 0.24% | 주식 |
| Bank of New York Mellon Corp | $526,601 | 15,020 | 0.22% | 주식 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $525,867 | 17,700 | 0.22% | 주식 |
| RHUMBLINE ADVISERS | $517,934 | 14,773 | 0.21% | 주식 |
| ALLSTATE CORP | $509,948 | 14,545 | 0.21% | 주식 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $468,717 | 13,369 | 0.19% | 주식 |
| FEDERATED HERMES, INC. | $466,929 | 13,318 | 0.19% | 주식 |
| SHUFRO ROSE & CO LLC | $455,780 | 13,000 | 0.19% | 주식 |
| Mirae Asset Global Investments Co., Ltd. | $447,856 | 12,774 | 0.18% | 주식 |
| JPMORGAN CHASE & CO | $445,367 | 13,011 | 0.18% | 주식 |
| Trexquant Investment LP | $443,895 | 12,661 | 0.18% | 주식 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $419,694 | 12,261 | 0.17% | 주식 |
| Skopos Labs, Inc. | $400,166 | 12,309 | 0.17% | 주식 |
| FRANKLIN RESOURCES INC | $389,376 | 11,106 | 0.16% | 주식 |
| Y-Intercept (Hong Kong) Ltd | $365,886 | 10,436 | 0.15% | 주식 |
| NEUBERGER BERMAN GROUP LLC | $360,101 | 10,271 | 0.15% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $352,018 | 10,828 | 0.15% | 주식 |
| STRS OHIO | $343,588 | 9,800 | 0.14% | 주식 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $336,050 | 9,585 | 0.14% | 주식 |
| BlackRock, Inc. | $333,596 | 9,515 | 0.14% | 주식 |
| WELLS FARGO & COMPANY/MN | $330,616 | 9,430 | 0.14% | 주식 |
| Amundi | $329,880 | 9,409 | 0.14% | 주식 |
| Parvin Asset Management, LLC | $318,871 | 9,095 | 0.13% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $318,275 | 9,078 | 0.13% | 주식 |
| Man Group plc | $313,857 | 8,952 | 0.13% | 주식 |
| Nuveen, LLC | $311,158 | 8,875 | 0.13% | 주식 |
| ZACKS INVESTMENT MANAGEMENT | $300,990 | 8,585 | 0.12% | 주식 |
| LANARK FINANCIAL, INC. | $294,679 | 8,405 | 0.12% | 주식 |
| Dynamic Technology Lab Private Ltd | $292,000 | 8,316 | 0.12% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $290,718 | 8,292 | 0.12% | 주식 |
| Quadrature Capital Ltd | $270,242 | 7,708 | 0.11% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $268,945 | 7,671 | 0.11% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $257,772 | 7,929 | 0.11% | 주식 |
| Kohmann Bosshard Financial Services, LLC | $257,551 | 7,346 | 0.11% | 주식 |
| IEQ CAPITAL, LLC | $256,887 | 7,327 | 0.11% | 주식 |
| Olympiad Research LP | $245,841 | 7,012 | 0.10% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231,396 | 6,600 | 0.10% | 콜 옵션 |
| MetLife Investment Management, LLC | $227,399 | 6,486 | 0.09% | 주식 |
| Brevan Howard Capital Management LP | $221,755 | 6,325 | 0.09% | 주식 |
| STEINBERGANNA WEALTH MANAGEMENT | $218,939 | 6,245 | 0.09% | 주식 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $208,327 | 5,942 | 0.09% | 주식 |
| State of Wyoming | $202,121 | 5,765 | 0.08% | 주식 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $183,153 | 5,224 | 0.08% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $165,764 | 4,728 | 0.07% | 주식 |
| Invesco Ltd. | $163,309 | 4,658 | 0.07% | 주식 |
| MERCER GLOBAL ADVISORS INC /ADV | $153,184 | 4,369 | 0.06% | 주식 |
| OSAIC HOLDINGS, INC. | $131,713 | 3,756 | 0.05% | 주식 |
| Police & Firemen's Retirement System of New Jersey | $119,520 | 3,409 | 0.05% | 주식 |
| AlphaQuest LLC | $116,226 | 3,912 | 0.05% | 주식 |
| Russell Investments Group, Ltd. | $70,751 | 2,018 | 0.03% | 주식 |
회사 내부자 143 명의 내부자 · 23 임원 · 18 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Scott Minder | SVP & Chief Financial Officer | 2025년 2월 14일 F | 26,723 | 0 | 0 | $0 |
| Kenneth C Schilling | Senior Vice President and CFO | 2022년 12월 12일 J | 53,404 | 0 | 0 | $0 |
| Alfred M. Rankin, Jr. | Chairman | 2026년 6월 15일 S | 152,197 | 0 | 1 | $-766 |
| Rajiv Prasad | Officer of a Subsidiary | 2026년 3월 27일 F | 195,843 | 0 | 0 | $0 |
| Dena Mckee | VP, Controller and CAO | 2026년 2월 27일 F | 3,683 | 0 | 0 | $0 |
| Jon C Taylor | Officer of a Subsidiary | 2026년 2월 27일 F | 16,061 | 0 | 0 | $0 |
| Anthony J Salgado | Officer of Subsidiary | 2026년 2월 27일 F | 85,454 | 0 | 0 | $0 |
| Charles F Pascarelli | Officer of a Subsidiary | 2026년 2월 27일 F | 63,258 | 0 | 0 | $0 |
| Suzanne Schulze Taylor | Senior VP, GC and Secretary | 2026년 2월 27일 F | 43,644 | 0 | 0 | $0 |
| Stephen J Karas | Officer of a Subsidiary | 2024년 2월 15일 F | 15,190 | 0 | 0 | $0 |
| Jennifer M Langer | Controller | 2024년 2월 15일 F | 14,527 | 0 | 0 | $0 |
| Gregory Breier | Vice President-Tax | 2023년 2월 9일 M | 7,880 | 0 | 0 | $0 |
| Gopichand Somayajula | Executive Officer | 2023년 2월 9일 M | 14,402 | 0 | 0 | $0 |
| Brian Frentzko | VP and Treasurer | 2022년 3월 2일 M | 5,800 | 0 | 0 | $0 |
| David M Leblanc | VP, Strategy, Planning, Bsn De | 2022년 3월 2일 M | 3,277 | 0 | 0 | $0 |
| Colin Wilson | Officer of a subsidiary | 2020년 2월 18일 M | 66,172 | 0 | 0 | $0 |
| Lauren E Miller | Officer of a subsidiary | 2020년 2월 18일 M | 32,655 | 0 | 0 | $0 |
| Amy Gerbick | Assoc. General Counsel | 2019년 2월 19일 F | 1,292 | 0 | 0 | $0 |
| Victoria L Rickey | Officer of a subsidiary | 2017년 2월 27일 F | 8,369 | 0 | 0 | $0 |
| Charles A Bittenbender | VP, GC and Secretary | 2017년 2월 27일 F | 32,666 | 0 | 0 | $0 |
| Michael Rosberg | VP GSC at NMHG | 2016년 2월 9일 F | 4,342 | 0 | 0 | $0 |
| BROGAN MICHAEL P | Officer of a subsidiary | 2015년 2월 11일 F | 22,258 | 0 | 0 | $0 |
| Mary D Maloney | Associate GC/Ass't Secty | 2014년 2월 12일 F | 4,039 | 0 | 0 | $0 |
| Ann O'Hara | 이사 | 2026년 7월 1일 A | 6,326 | 0 | 0 | $0 |
| Edward T Eliopoulos | 이사 | 2026년 7월 1일 A | 17,777 | 0 | 0 | $0 |
| James Bemowski | 이사 | 2026년 7월 1일 A | 22,013 | 0 | 0 | $0 |
| Vincent Poor | 이사 | 2026년 7월 1일 A | 23,781 | 0 | 0 | $0 |
| Carolyn Corvi | 이사 | 2026년 7월 1일 A | 29,515 | 0 | 0 | $0 |
| Colleen Batcheler | 이사 | 2026년 7월 1일 A | 10,146 | 0 | 0 | $0 |
| John P Jumper | 이사 | 2026년 7월 1일 A | 30,167 | 0 | 0 | $0 |
| Gary L Collar | 이사 | 2026년 7월 1일 A | 12,365 | 0 | 0 | $0 |
| David B. Williams | 이사 | 2026년 7월 1일 A | 25,704 | 0 | 0 | $0 |
| Britton T Taplin | 이사 | 2026년 7월 1일 A | 390,447 | 0 | 0 | $0 |
| Claiborne R Rankin | 이사 | 2026년 7월 1일 A | 246,575 | 0 | 0 | $0 |
| Dennis W Labarre | 이사 | 2026년 7월 1일 A | 38,939 | 0 | 0 | $0 |
| John C. Butler, Jr. | 이사 | 2026년 7월 1일 A | 60,315 | 0 | 0 | $0 |
| Eugene Wong | 이사 | 2023년 7월 3일 A | 37,169 | 0 | 0 | $0 |
| John M Stropki | 이사 | 2019년 7월 1일 A | 13,697 | 0 | 0 | $0 |
| Joseph F Loughrey | 이사 | 2017년 7월 3일 A | 4,777 | 0 | 0 | $0 |
| Michael E Shannon | 이사 | 2015년 7월 1일 A | 14,855 | 0 | 0 | $0 |
| Clara T. Rankin Williams | — | 2026년 7월 1일 A | 25,704 | 0 | 0 | $0 |
| Chloe O Rankin | — | 2026년 7월 1일 A | 246,575 | 0 | 0 | $0 |
| Helen Rankin Butler | — | 2026년 7월 1일 A | 60,315 | 0 | 0 | $0 |
| Elisabeth M Rankin | — | 2026년 6월 15일 P | 475 | 1 | 0 | $766 |
| Victoire G Rankin | — | 2026년 6월 15일 S | 152,197 | 0 | 1 | $-766 |
| Alison A Rankin | — | 2026년 6월 15일 P | 1,240 | 1 | 1 | $0 |
| Lauran Rankin | — | 2026년 5월 29일 G | 10,871 | 0 | 0 | $0 |
| Griffin B Butler | — | 2026년 5월 29일 G | 1,967 | 0 | 0 | $0 |
| Margo J.V. Williams | — | 2026년 5월 29일 G | 1,967 | 0 | 0 | $0 |
| Helen Charles Williams | — | 2026년 5월 29일 G | 1,967 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 26 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., MJG ASSOCIATES, INC., Teton Advisors, Inc., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J | 2025년 11월 6일 | 5.70% | 수정본 | — | SEC |
| Alfred M. Rankin, Jr., Clara T. Rankin Williams, Helen R. Butler, John C. Butler, Jr., David B. Williams ×52 제출 서류 | 2025년 3월 14일 | 93.10% | 수정본 | — | SEC |
| AMR Associates, L.P., Clara T. Rankin Williams, Helen R. Butler, Alfred M. Rankin, Jr. ×3 제출 서류 | 2025년 3월 14일 | 93.10% | 수정본 | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., MJG Associates, Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., Gabelli Foundation, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×5 제출 서류 | 2024년 5월 9일 | — | 최초 제출 | — | SEC |
| 2024년 2월 13일 | — | 최초 제출 | — | SEC | |
| Britton T. Taplin ×2 제출 서류 | 2024년 2월 13일 | — | 최초 제출 | — | SEC |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| 2023년 2월 14일 | — | 최초 제출 | — | SEC | |
| Frank F. Taplin, Trust created by the Agreement, dated August 20, 2009, between James. T. Rankin, as trustee, and James T. Rankin, creating a trust for the benefit of James T. Rankin, Trust created by the Agreement, dated February 2, 2011, as supplemented, amended and restated, between Thomas P. K. Rankin, as trustee, and Thomas P. K. Rankin, creating a trust for the benefit of Thomas P. K. Rankin, Trust dated December 21, 2004, between Claiborne R. Rankin, as trustee, & Julia L. Rankin, creating a trust FBO Julia L. Rankin, Elisabeth Marshall Rankin Main Trust u/a/d/ December 30, 2015, as amended | 2023년 2월 14일 | — | 최초 제출 | — | SEC |
| Rankin Associates II, L.P., Rankin Management, Inc., Alfred M. Rankin, Jr., Helen R. Butler, John C. Butler, Jr., Clara T. Rankin Williams, Thomas T. Rankin, Matthew M. Rankin, Claiborne R. Rankin, Chloe O. Rankin, Roger F. Rankin, Alison A. Rankin, Corbin K. Rankin, James T. Rankin, Claiborne R. Rankin, Jr., David B. Williams, Scott W. Seelbach, Elizabeth B. Rankin, Thomas P. Rankin, Julia Rankin Kuipers, Lynne T. Rankin, Chloe R. Seelbach, BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P.K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin, 2012 Alison A. Rankin Trust, Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust No. 1, dated December 18, 1997, with Roger Rankin, Grantor, Alison A. Rankin as Trustee under Irrevocable Trust No. 2, dated September 11, 2000, for the benefit of A. Farnham Rankin, Elisabeth M. Rankin Irrevocable Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust No. 1, dated December 18, 1997, with Roger Rankin, Grantor, Alison A. Rankin as Trustee under Irrevocable Trust No. 2, dated September 11, 2000, for the benefit of Elisabeth M. Rankin ×3 제출 서류 | 2022년 2월 14일 | — | 최초 제출 | — | SEC |
| Rankin Associates IV, L.P., Alfred M. Rankin, Jr., Thomas T. Rankin, Claiborne R. Rankin, Roger F. Rankin, Helen R. Butler, Clara T. Rankin Williams, BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P.K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin ×2 제출 서류 | 2022년 2월 14일 | — | 최초 제출 | — | 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 보유 현황 49 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| CTEX · ProShares Trust | 2.04% | 4,142 NS | 2026년 5월 31일 | N-PORT |
| SMDV · ProShares Trust | 1.04% | 186,824 NS | 2026년 5월 31일 | N-PORT |
| DRIV · Global X Funds | 0.88% | 115,552 NS | 2026년 5월 31일 | N-PORT |
| HYDR · Global X Funds | 0.63% | 28,950 NS | 2026년 5월 31일 | N-PORT |
| SVAL · iShares Trust | 0.35% | 19,957 SH | 2026년 8월 8일 | 일간 |
| FSCC · Federated Hermes ETF Trust | 0.16% | 12,526 NS | 2026년 5월 31일 | N-PORT |
| EBIT · Harbor ETF Trust | 0.14% | 405 NS | 2026년 4월 30일 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.14% | 4,185,000 | 2026년 8월 8일 | 일간 |
| IWC · iShares Trust | 0.09% | 38,071 SH | 2026년 8월 8일 | 일간 |
| HAPS · Harbor ETF Trust | 0.08% | 3,235 NS | 2026년 4월 30일 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.06% | 16,786 NS | 2026년 5월 31일 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.05% | 343,264 NS | 2026년 5월 31일 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.03% | 8,135 SH | 2026년 8월 8일 | 일간 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 9,817 SH | 2026년 8월 8일 | 일간 |
| IWN · iShares Trust | 0.03% | 114,160 SH | 2026년 8월 8일 | 일간 |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.03% | 20,914 NS | 2026년 5월 31일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.02% | 42,179 NS | 2026년 4월 30일 | N-PORT |
| RSSL · Global X Funds | 0.01% | 5,222 NS | 2026년 4월 30일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 10,309 SH | 2026년 8월 8일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.01% | 47,192 NS | 2026년 4월 30일 | N-PORT |
| IWM · iShares Trust | 0.01% | 283,375 SH | 2026년 8월 8일 | 일간 |
| DFAT · Dimensional ETF Trust | 0.01% | 40,666 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 577 NS | 2026년 5월 31일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 64,756 SH | 2026년 8월 8일 | 일간 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 54,686 NS | 2026년 5월 31일 | N-PORT |
| UWM · ProShares Trust | 0.01% | 452 NS | 2026년 5월 31일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 590 NS | 2026년 4월 30일 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.00% | 2,547 NS | 2026년 4월 30일 | N-PORT |
| URTY · ProShares Trust | 0.00% | 456 NS | 2026년 5월 31일 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.00% | 10,337 NS | 2026년 5월 31일 | N-PORT |
| WSML · iShares Trust | 0.00% | 591 SH | 2026년 8월 8일 | 일간 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 607 NS | 2026년 5월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 31,134 NS | 2026년 4월 30일 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 7,752 NS | 2026년 5월 31일 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 7,490 NS | 2026년 4월 30일 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 1,055 NS | 2026년 4월 30일 | N-PORT |
| HDG · ProShares Trust | 0.00% | 11 NS | 2026년 5월 31일 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.00% | 412 SH | 2026년 8월 8일 | 일간 |
| DCOR · Dimensional ETF Trust | 0.00% | 1,182 NS | 2026년 4월 30일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3,823 NS | 2026년 4월 30일 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 209 NS | 2026년 5월 31일 | N-PORT |
| ITOT · iShares Trust | 0.00% | 12,925 SH | 2026년 8월 8일 | 일간 |
| IWV · iShares Trust | 0.00% | 2,732 SH | 2026년 8월 8일 | 일간 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 5,890 NS | 2026년 5월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 1,444 NS | 2026년 4월 30일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 132,718 SH | 2026년 8월 8일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 324,903 SH | 2026년 8월 8일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 860 SH | 2026년 8월 8일 | 일간 |
| VIS · VANGUARD WORLD FUND | 0.00% | 12,295 SH | 2026년 8월 8일 | 일간 |