VLGEA 클래스 A Village Super Market, Inc. - Class A Common Stock
NASDAQ · Retail · SEC EDGAR에서 보기 ↗ 종가 10월 2, 2026 10-K/10-Q 6월 3, 2026VLGEA 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
VLGEA 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
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| 배당락일 | 분할 | 유형 |
|---|---|---|
| 2009년 1월 23일 | 2-for-1 | 정방향 |
| 2007년 4월 27일 | 2-for-1 | 정방향 |
| 1987년 3월 23일 | 4-for-1 | 정방향 |
Village Super Market, Inc. - Class A Common Stock 정보 위키백과 회사 개요
ShopRite is an American retailers' cooperative of supermarkets with stores in six Northeastern and Mid-Atlantic states: Connecticut, Delaware, Maryland, New Jersey, New York and Pennsylvania.
Based in Keasbey, New Jersey, ShopRite consists of 50 individually owned and operated affiliates with over 300 stores, all under its corporate and distribution arm, Wakefern Food Corporation. Wakefern itself owns and operates 28 of the locations through subsidiary ShopRite Supermarkets. Several Wakefern members own and operate single ShopRite stores, while most own multiple locations. The average Wakefern member operates six stores.
The Saker family owns and operates the most ShopRite stores in the cooperative (40) throughout Monmouth, Ocean, and Mercer counties in New Jersey.
ShopRite has been the largest food retailer in New Jersey for close to 70 years and is also number one in the entire New York metropolitan area. Since 2011, ShopRite is also the largest retailer of food in the Philadelphia metropolitan area, pushing long-dominant Acme Markets to second place and, in 2013, to third place. As of 2011, Wakefern was ranked 17th by sales among all supermarket operators in the United States. In a 2022 survey by Newsweek, ShopRite was named the "Most Trusted Grocery Retailer" in the Northeast.
History
Early beginnings
ShopRite originated in 1946, when a Del Monte Foods sales representative talked to independent grocers in Newark, New Jersey. The grocers were having problems getting reasonable prices for wholesale goods. The Del Monte representative suggested the grocers try cooperative buying. Seven of the grocers agreed, paying $1,000 each to launch Wakefern Food Corp., which was incorporated on December 5, 1946. In 1951, the company had reincorporated in New Jersey using the trademark name ShopRite in an effort to consolidate the marketing of involved stores under one name.
In 1958, ShopRite cut prices by 10% as an alternative to giving away trading stamps, which other supermarkets in New Jersey were doing. The move was successful, drawing customers and helping create more ShopRite stores. By 1961, ShopRite had 70 members, totaling $100 million in annual sales.
The breakaway of Supermarkets General
One large member, Supermarkets General, pulled out of Wakefern in the late 1960s, halving the number of stores. The Supermarkets General stores became Pathmark in 1968. The surviving Wakefern members increased their efforts, adopting the management tenet of "one member, one vote," and actively expanded. By the late 1970s, the volume lost from Supermarkets General's departure was restored.
For many years, ShopRite and Pathmark were extremely competitive on price in the New York Metro area, and each one had its loyal customer base. A highly leveraged management buy-out in the late 1980s left Pathmark saddled with too much debt, and the supermarket chain had no cash to fix up its stores, or invest in lower prices. At the same time, ShopRite stores were being replaced and rebuilt, stealing market share away from Pathmark. On November 23, 2000, Big V Supermarkets, which operated 39 ShopRite stores in New Jersey and New York, filed for Chapter 11 bankruptcy and announced that several ShopRite stores would close.
The Pathmark chain was sold to A&P in 2007. A&P ran Pathmark as a division, but was unsuccessful in turning around the banner's fortunes. A&P filed for bankruptcy and sold or liquidated its stores in 2015, including approximately 150 Pathmark stores. Wakefern and its cooperative members acquired nine Pathmark locations along with several other former A&P banners with the intention of opening ShopRite, Price Rite and The Fresh Grocer locations.
The "Can-Can Sale"
In 1971, ShopRite introduced their Can-Can Sale, where canned goods (and eventually other products) were placed on steep discounts, and is held in January. Until the early 1990s, the sale was held in the second and third weeks of January but expanded to the entire month. Animated commercials for this promotion feature a chorus line of cancan dancers and a French artiste, though the style changed on several occasions over the years. In 2002, ShopRite expanded that sale to twice a year when they introduced the Summer Can-Can Sale, held in July.
In 2018, the Summer Can-Can Sale was discontinued, replaced with the "Can It Get Any Hotter?" sale, which itself was discontinued in 2023.
Price Plus Club and beyond
In 1989, ShopRite introduced the Price Plus Club Card, which eventually merged with the Check Cashing Card (for those that use it for that purpose as well); it is free of charge to acquire. Having a Price Plus Card enables shoppers to receive special weekly discounts, listed in circulars mailed with local newspapers. Most sales are chain-wide regardless of owner but sometimes in a particular region, valid for all area ShopRites, however some stores choose to put special items on sale based on stock. The Price Plus Card also tracks purchases and use of rewards.
In 1996, ShopRite launched its own line (with Dietz & Watson) of deli meats, cheeses and complements with its private label, Black Bear of the Black Forest, to compete against the expansion of Boar's Head in competitor's supermarkets. In 2011, over 15 million pounds of Black Bear slicing meats and cheeses were sold at ShopRite.
Since 1999, ShopRite has offered an online grocery shopping service at select stores, under the service name Order. Pickup. Deliver. (formerly ShopRite from Home until April 2022.) For an additional fee, customers can place an order for pickup or delivery through the ShopRite website or mobile app, ShopRite employees then fulfill a customer's shopping order at a local ShopRite with options for curbside pickup.
Store design
As a result of the cooperative system, there is no set format for building architecture, store layout, or color scheme of storefronts. Most stores are the product of the era in which they were opened, and the owner's style. For example, the former ShopRite in West Caldwell, New Jersey, owned by Sunrise ShopRite, had a Japanese motif inside and outside of the store (including rickshaws, an exit sign reading "Sayonara" and two Japanese-style phone booths). The RoNetco family of stores (Netcong, Byram, Newton, Franklin, Sparta, Flanders, Mansfield, Sussex, and Succasunna, New Jersey) have different looks on the outside (including the shopping carts and cart corrals), although the stores themselves have a similar layout. ShopRite stores that were previously other stores usually contain elements of the previous occupants. As large corporations buy up stores, recent years have brought a homogenization in building design and store layout.
Current system
As of 2024, ShopRite's base stretches northeast from the Washington metropolitan area in Maryland to the Hartford area in Connecticut, extending as far north as Hudson, New York. While New Jersey is home to the most ShopRite stores, the chain also has a strong presence in the New York City suburbs, and in Pennsylvania (mostly in the Philadelphia area). In 2010, ShopRite expanded its presence in Connecticut through the purchase of 11 former Shaw's stores.
In 2011–2013, ShopRite returned to the New York Capital District after exiting the market 23 years earlier. The SRS operating division opened stores in Niskayuna, Albany, Slingerlands, Colonie and North Greenbush. The Albany store opened on April 26, 2012; the Slingerlands store opened on September 30, 2012; and the Colonie store opened on April 7, 2013. The most recent addition was the North Greenbush location, which opened in December 2017. ShopRite currently has gas stations at the Albany and Colonie locations. Plans for additional future store locations had not been announced in late 2010. In 2013, ShopRite was the only unionized supermarket in the area. In October 2023, ShopRite announced that it would be closing all five of its Capital Region, NY stores due to "underperforming sales", marking this the second time they exited the market. All five stores in the region closed on November 18, 2023.
On July 20, 2015, competitor A&P filed for chapter 11 bankruptcy and announced plans to close or sell off all of its stores. ShopRite acquired 13 supermarkets in A&P's bankruptcy auction, including some that had been ShopRite locations before Supermarkets General (later acquired by A&P) broke off from the cooperative.
On January 26, 2021, ShopRite announced that it would close 62 pharmacies in its stores.
Other chains and concepts
Price Rite
Wakefern also manages its wholly owned subsidiary, Price Rite, which is a limited-assortment chain of stores found only in Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, New Hampshire, Virginia, and Rhode Island. As of April 2018, there are currently 66 Price Rite stores; 63 of those are owned outright by Wakefern.
Price Rite in New Jersey
The Price Rite stores in New Jersey are operated individually by Wakefern's cooperative members; in 2014, Wakefern announced that the Price Rite banner would be made available to all of those members, so they can open and operate their own outlets. The North Jersey locations, in Garfield and Paterson, are operated by Inserra Supermarkets, while the South Jersey location (in Camden) was operated by the Ravitz Family, but closed in 2021.
Price Rite Warehouse Clubs (defunct)
The Price Rite name was first used in the early 1990s on Wakefern's failed warehouse club concept stores.
ShopRite Garden Center (defunct)
For many years, Foodarama operated a very small ShopRite Garden Center on Route 130 in East Windsor, New Jersey. In 2004, with the construction of a massive Home Depot directly adjacent to the small store, a decision was made to close the store and Foodarama moved its garden center operations into a 55,000-square-foot (5,100 m2) former Frank's Nursery & Crafts store. The store had operated as a Franks location for four years before the company was liquidated, and the large building combined 23,000 sq ft (2,100 m2) of interior selling space with 32,000 sq ft (3,000 m2) of covered outside selling area, for a total of 55,000 sq ft (5,100 m2). The ShopRite Garden Center closed in 2008.
ShopRite Wines & Spirits
ShopRiteDelivers.com
In December 2013, Wakefern launched the ShopRiteDelivers.com website to expand their digital footprint outside of their traditional markets in the Northeast. The website, focused on electronics, bulk-order baby-care, specialty foods, and health and beauty, has been well received, and has shipped orders to customers in all 50 states.
In April 2021, the concept of ShopRiteDelivers was discontinued, with the site now only selling ShopRite and The Fresh Grocer gift cards.
The Fresh Grocer
Wakefern acquired the trademarks of this supermarket chain, which operates primarily in the Philadelphia area when its former owner, Pat Burns, joined the cooperative as its 50th member in August 2013. At the time, the chain had eight stores: five in Philadelphia, one in suburban Upper Darby, one in Wilmington, Delaware, and one in New Brunswick, New Jersey. The Upper Darby store became a ShopRite, and the New Brunswick and Southwest Philadelphia stores have since closed. The Fresh Grocer stores are smaller than modern ShopRite stores and place a greater emphasis on fresh and organic foods, upscale specialty items and extensive prepared-foods offerings than regular ShopRite stores, giving Wakefern and its members a format that can work in smaller urban locations. Wakefern executives were also quoted in the press as saying that as several The Fresh Grocer stores are located near college campuses, the chain would give Wakefern "new insight into the next generation of consumers" and enable it to reach new customers.
Naming rights
ShopRite is the title sponsor for the ShopRite LPGA Classic.
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
이 비율 그룹을 계산하기에 기본 데이터가 아직 충분하지 않습니다.
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
| 지표 | 5년 추세 | VLGEA | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 매출 총이익률 (TTM) | 28.2%5년 평균 ≈28.3% | ≈28.3% | 26.9% | 동일 | |
| 영업이익률 (TTM) | 2.8%5년 평균 ≈2.3% | ≈2.3% | 2.3% | 약함 | |
| EBITDA 마진 (TTM) | 4.3%5년 평균 ≈3.9% | ≈3.9% | 2.3% | 약함 | |
| 세전 마진 (TTM) | 3.2%5년 평균 ≈2.5% | ≈2.5% | 2.4% | 약함 | |
| 순이익률 (TTM) | 2.3%5년 평균 ≈1.7% | ≈1.7% | 1.8% | 약함 |
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
| 지표 | 5년 추세 | VLGEA | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 (MRQ) | 0.15년 평균 ≈0.0 | ≈0.0 | 0.6 | 낮은 부채 | |
| 유동비율 (MRQ) | 1.25년 평균 ≈1.3 | ≈1.3 | 1.2 | 동일 | |
| 장기 부채 / 자기 자본 (MRQ) | 0.1 | · | 0.4 | 낮은 부채 |
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
| 지표 | 5년 추세 | VLGEA | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue YoY (매출 YoY) | 3.8%5년 평균 ≈5.2% | ≈5.2% | · | · | |
| Revenue CAGR 3Y (매출 CAGR 3년) | 4.0%5년 평균 ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y (매출 CAGR 5년) | 5.2% | · | · | · | |
| Net Income YoY (순이익 YoY) | 11.7%5년 평균 ≈22.6% | ≈22.6% | · | · | |
| Net Income CAGR 3Y (순이익 CAGR 3년) | 28.1%5년 평균 ≈30.0% | ≈30.0% | · | · | |
| Net Income CAGR 5Y (순이익 CAGR 5년) | 17.7% | · | · | · |
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
| 지표 | 5년 추세 | VLGEA | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue / Employee (연간 매출액 ÷ 직원 수(yfinance 보고 인원수). 파생 — 저장된 SEC-XBRL 개념이 아님.) | ≈$1.1M | · | · | · |
가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
| 배당락일 | 금액 | 통화 | 수익률 |
|---|---|---|---|
| 7월 2, 2026 | $0.25 | USD | ≈2.4% |
| 4월 2, 2026 | $0.25 | USD | ≈2.3% |
| 12월 31, 2025 | $0.25 | USD | ≈2.8% |
| 10월 2, 2025 | $0.25 | USD | ≈2.7% |
| 7월 3, 2025 | $0.25 | USD | ≈2.6% |
| 4월 3, 2025 | $0.25 | USD | ≈2.7% |
| 1월 2, 2025 | $0.25 | USD | ≈3.2% |
| 10월 3, 2024 | $0.25 | USD | ≈3.3% |
| 7월 3, 2024 | $0.25 | USD | ≈3.8% |
| 4월 3, 2024 | $0.25 | USD | ≈3.6% |
| 1월 3, 2024 | $0.25 | USD | ≈3.8% |
| 10월 4, 2023 | $0.25 | USD | ≈4.1% |
| 7월 5, 2023 | $0.25 | USD | ≈4.5% |
| 4월 5, 2023 | $0.25 | USD | ≈4.5% |
| 1월 4, 2023 | $0.25 | USD | ≈4.3% |
| 10월 5, 2022 | $0.25 | USD | ≈5.1% |
| 7월 6, 2022 | $0.25 | USD | ≈4.4% |
| 4월 6, 2022 | $0.25 | USD | ≈4.1% |
| 1월 5, 2022 | $0.25 | USD | ≈4.3% |
| 10월 6, 2021 | $0.25 | USD | ≈4.6% |
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | 보고서 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|---|
| 2025년 3월 31일 | $0.86 | — | — | |
| 2024년 12월 31일 | $1.14 | — | — | |
| 2024년 9월 30일 | $0.64 | — | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.32B | $2.24B | $2.17B | $2.06B | $2.03B | $1.80B | $1.64B | $1.62B | $1.60B | $1.63B | $1.58B | $1.52B | |
| Cost of Revenue | $1.66B | $1.59B | $1.55B | $1.48B | $1.47B | $1.30B | $1.19B | $1.17B | $1.17B | $1.19B | $1.15B | $1.11B | |
| Gross Profit | $663M | $642M | $616M | $580M | $565M | $506M | $457M | $443M | $437M | $445M | $433M | $408M | |
| SG&A Expense | $555M | $544M | $517M | $508M | $499M | $445M | $395M | $385M | $371M | $377M | $366M | $356M | |
| Operating Income | $72M | $62M | $66M | $39M | $29M | $30M | $35M | $33M | $41M | $44M | $44M | $30M | |
| Interest Expense | $4M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $4M | $4M | $5M | $4M | |
| Interest Income | $14M | $15M | $11M | $4M | $4M | $4M | $5M | $4M | $3M | $3M | $2M | $3M | |
| Pretax Income | $82M | $73M | $73M | $39M | $29M | $32M | $36M | $33M | $39M | $42M | $41M | $29M | |
| Income Tax | $25M | $22M | $23M | $12M | $9M | $7M | $10M | $8M | $16M | $17M | $11M | $24M | |
| Net Income | $56M | $50M | $50M | $27M | $20M | $25M | $26M | $25M | $23M | $25M | $31M | $5M | |
| EBITDA | · | $98M | $101M | $74M | $65M | $62M | · | $58M | $65M | $68M | $67M | $8M |
대차대조표
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $111M | $117M | $141M | $135M | $116M | $112M | $101M | $96M | $87M | $88M | $59M | $77M | |
| Inventory | $51M | $47M | $45M | $44M | $43M | $42M | $39M | $39M | $42M | $42M | $46M | $45M | |
| Other Current Assets | $19M | $17M | $17M | $17M | $20M | $19M | $17M | $19M | $16M | $16M | $14M | $16M | |
| Current Assets | $205M | $200M | $247M | $238M | $196M | $197M | $169M | $191M | $181M | $160M | $136M | $163M | |
| PP&E (Net) | $323M | $303M | $277M | $265M | $256M | $270M | $225M | $215M | $204M | $201M | $207M | $207M | |
| PP&E (Gross) | · | · | · | · | · | $631M | $565M | $529M | $494M | $467M | $450M | $435M | |
| Accum. Depreciation | $487M | $469M | $445M | $412M | $379M | $350M | · | · | · | · | · | · | |
| Goodwill | $24M | $24M | $24M | $24M | $24M | $24M | $13M | $12M | $12M | $12M | $12M | $12M | |
| Total Assets | $1.00B | $982M | $968M | $924M | $889M | $916M | $502M | $482M | $455M | $450M | $432M | $457M | |
| Accounts Payable | $33M | $28M | $31M | $24M | $25M | $30M | $24M | $19M | $17M | $17M | $19M | $18M | |
| Current Liabilities | $181M | $174M | $179M | $158M | $152M | $163M | $112M | $102M | $96M | $99M | $94M | $146M | |
| Capital Leases | $241M | $256M | $267M | $284M | $278M | $298M | $41M | $42M | $43M | $43M | $44M | $44M | |
| Deferred Tax | · | · | · | · | · | $17M | $5M | $6M | $7M | $1M | $0 | · | |
| Total Liabilities | $512M | · | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | $58M | $72M | $82M | $74M | $74M | $81M | $6M | $48M | $43M | $44M | $44M | $45M | |
| Total Debt | · | $9M | $9M | $7M | $7M | $81M | · | · | · | · | · | · | |
| Retained Earnings | $424M | $381M | $343M | $307M | $293M | $286M | $271M | $258M | $244M | $234M | $222M | $204M | |
| AOCI | $4M | $7M | $8M | $6M | $-9M | $-9M | $-8M | $-8M | $-7M | $-13M | $-17M | $-12M | |
| Stockholders' Equity | $492M | $448M | $410M | $372M | $341M | $332M | $319M | $303M | $287M | $272M | $253M | $233M | |
| Liabilities + Equity | $1.00B | $982M | $968M | $924M | $889M | $916M | $502M | $482M | $455M | $450M | $432M | $457M | |
| Shares Outstanding | · | 4,204,000 | 4,204,000 | 4,294,000 | · | · | · | · | · | · | · | · |
현금 흐름
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $37M | $35M | $36M | $35M | $36M | $32M | $27M | $25M | $24M | $24M | $23M | $22M | |
| Stock-based Comp | $3M | $4M | $3M | $2M | $3M | $3M | $3M | $4M | $3M | $3M | $3M | $3M | |
| Deferred Tax | $4M | $-170.0K | $-2M | $-5M | $-3M | $11M | $-2M | $-1M | $2M | $-70.0K | $15M | $-8M | |
| Other Non-cash | · | $-9M | $18M | $21M | $-3M | $13M | · | $6M | $-7M | $12M | $-54M | $65M | |
| Operating Cash Flow | $93M | $81M | $105M | $80M | $53M | $84M | $56M | $59M | $46M | $64M | $17M | $52M | |
| CapEx | $59M | $63M | $46M | $43M | $25M | $54M | $28M | $35M | $28M | $20M | $24M | $50M | |
| Investing Cash Flow | $-76M | $-78M | $-88M | $-46M | $-26M | $-130M | $-36M | $-43M | $-30M | $-20M | $-24M | $-68M | |
| Stock Repurchased | $0 | $2M | $4M | $649.0K | $0 | $4M | $1M | $632.0K | $4M | $978.0K | $0 | $3M | |
| Net Stock Activity | · | $-2M | $-4M | $-649.0K | $0 | $-4M | · | $-632.0K | $-4M | $-978.0K | $0 | · | |
| Dividends Paid | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $12M | |
| Financing Cash Flow | $-24M | $-26M | $-10M | $-15M | $-22M | $56M | $-14M | $-8M | $-17M | $-14M | $-11M | $-16M | |
| Net Change in Cash | $-7M | $-24M | $6M | $19M | $5M | $11M | $5M | $9M | $-944.0K | $29M | $-18M | $-32M | |
| Free Cash Flow | · | $18M | $58M | $36M | $27M | $29M | · | $23M | $18M | $44M | $-6M | $2M | |
| Levered FCF | · | $15M | $55M | $34M | $25M | $27M | · | $20M | $16M | $41M | $-9M | $1M |
수익성
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 28.7% | 28.4% | 28.1% | 27.8% | 28.1% | · | 27.2% | 27.2% | 27.2% | 27.4% | 26.9% | |
| Operating Margin | · | 2.8% | 3.0% | 1.9% | 1.4% | 1.7% | · | 2.1% | 2.5% | 2.7% | 2.8% | 2.0% | |
| Net Margin | · | 2.3% | 2.3% | 1.3% | 0.98% | 1.4% | · | 1.6% | 1.4% | 1.5% | 1.9% | 0.33% | |
| Pretax Margin | · | 3.2% | 3.4% | 1.9% | 1.4% | 1.8% | · | 2.0% | 2.4% | 2.6% | 2.6% | 1.9% | |
| EBITDA Margin | · | 4.4% | 4.7% | 3.6% | 3.2% | 3.4% | · | 3.6% | 4.1% | 4.2% | 4.2% | 0.50% | |
| ROA | · | 5.2% | 5.2% | 3.0% | 2.2% | 3.5% | · | 5.3% | 5.1% | 5.7% | 6.9% | 1.1% | |
| ROE | · | 11.4% | 12.3% | 7.3% | 5.9% | 7.6% | · | 8.3% | 8.2% | 9.6% | 12.6% | 2.1% | |
| ROIC | · | 9.4% | 10.7% | 7.0% | 5.8% | 5.8% | · | 8.4% | 8.3% | 9.7% | 12.7% | 2.2% |
유동성 및 지급능력
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.1 | 1.4 | 1.5 | 1.3 | 1.2 | · | 1.9 | 1.9 | 1.6 | 1.4 | 1.1 | |
| Quick Ratio | · | 0.7 | 0.8 | 0.9 | 0.8 | 0.7 | · | 0.9 | 0.9 | 0.9 | 0.6 | 0.5 | |
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | · | · | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | 0.2 | · | · | · | · | · | · | |
| Interest Coverage | · | 15.0 | 15.5 | 10.0 | 7.4 | 11.6 | · | 7.5 | 9.1 | 9.9 | 9.6 | 8.3 |
효율성
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 2.3 | 2.3 | 2.3 | 2.3 | 2.5 | · | 3.4 | 3.5 | 3.7 | 3.6 | 3.4 | |
| Inventory Turnover | · | 34.9 | 35.0 | 34.1 | 34.6 | 32.2 | · | 28.9 | 27.9 | 27.1 | 25.4 | 25.8 |
성장률
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.8% | 3.2% | 5.1% | 1.5% | 12.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.0% | 3.3% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.7% | 1.5% | 85.3% | 34.2% | -19.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.1% | 36.1% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 0.52% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM)
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.32B | $2.24B | $2.17B | $2.06B | $2.03B | $1.80B | $1.64B | $1.62B | $1.60B | $1.63B | $1.58B | $1.52B | |
| Net Income TTM | $56M | $50M | $50M | $27M | $20M | $25M | $26M | $25M | $23M | $25M | $31M | $5M | |
| Payout Ratio | · | 26.4% | 26.5% | 48.6% | 65.3% | 52.0% | · | 51.3% | 55.8% | 50.4% | 41.1% | 246.4% | |
| Annual Payout | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $12M |
손익계산서
| 지표 | 추세 | 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 | $573M | $641M | $583M | $600M | $564M | $600M | $558M | $578M | $546M | $576M | $536M | $554M | $529M | $564M | $520M | $528M | |
| Cost of Revenue | $412M | $461M | $418M | $431M | $401M | $430M | $396M | $409M | $390M | $412M | $383M | $393M | $378M | $409M | $370M | $379M | |
| Gross Profit | $161M | $180M | $165M | $169M | $162M | $170M | $162M | $170M | $156M | $163M | $153M | $161M | $151M | $155M | $149M | $148M | |
| SG&A Expense | $144M | $148M | $141M | $139M | $140M | $139M | $138M | $140M | $138M | $136M | $130M | $132M | $129M | $130M | $126M | $122M | |
| Operating Income | $8M | $23M | $15M | $20M | $14M | $22M | $16M | $19M | $10M | $18M | $14M | $20M | $14M | $16M | $15M | $18M | |
| Interest Expense | $833.0K | $847.0K | $862.0K | $880.0K | $899.0K | $982.0K | $990.0K | · | · | $1M | $1M | $1M | $1M | $966.0K | $1M | $983.0K | |
| Interest Income | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | $1M | |
| Pretax Income | $11M | $26M | $18M | $23M | $16M | $25M | $19M | $22M | $13M | $21M | $17M | $23M | $16M | $18M | $16M | $18M | |
| Income Tax | $2M | $8M | $6M | $7M | $5M | $8M | $6M | $6M | $4M | $7M | $5M | $7M | $5M | $6M | $5M | $6M | |
| Net Income | $9M | $18M | $12M | $16M | $11M | $17M | $13M | $15M | $9M | $14M | $12M | $15M | $11M | $12M | $11M | $13M | |
| EBITDA | $8M | $23M | $24M | · | $14M | $22M | $25M | · | $10M | $18M | $23M | · | $14M | $16M | $24M | · |
대차대조표
| 지표 | 추세 | 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 | $129M | $160M | $118M | $111M | $115M | $134M | $117M | $117M | $114M | $133M | $135M | $141M | $125M | $124M | $119M | $135M | |
| Inventory | $51M | $45M | $54M | $51M | $51M | $50M | $49M | $47M | $47M | $46M | $47M | $45M | $46M | $48M | $49M | $44M | |
| Other Current Assets | $21M | $23M | $19M | $19M | $18M | $21M | $18M | $17M | $18M | $18M | $18M | $17M | $17M | $19M | $18M | $17M | |
| Current Assets | $212M | $235M | $213M | $205M | $195M | $210M | $206M | $200M | $189M | $236M | $249M | $247M | $227M | $198M | $203M | $238M | |
| PP&E (Net) | $330M | $321M | $321M | · | $332M | $316M | $309M | · | $306M | $293M | $282M | · | $276M | $275M | $268M | · | |
| Accum. Depreciation | · | · | · | $487M | · | · | · | $469M | · | · | · | $445M | · | · | · | $412M | |
| Goodwill | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | |
| Total Assets | $1.01B | $1.03B | $1.00B | $1.00B | $996M | $1.00B | $990M | $982M | $970M | $970M | $977M | $968M | $945M | $949M | $951M | $924M | |
| Accounts Payable | $39M | $37M | $34M | $33M | $37M | $34M | $33M | $28M | $31M | $32M | $35M | $31M | $29M | $25M | $30M | $24M | |
| Current Liabilities | $182M | $191M | $181M | $181M | $184M | $185M | $182M | $174M | $173M | $176M | $183M | $179M | $164M | $163M | $172M | $158M | |
| Capital Leases | $223M | $229M | $235M | $241M | $245M | $254M | $250M | $256M | $255M | $256M | $262M | $267M | $267M | $272M | $278M | $284M | |
| Total Liabilities | $494M | $511M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | $57M | $59M | $56M | $58M | $60M | $63M | $70M | $72M | $75M | $77M | $79M | $82M | $84M | $87M | $82M | $74M | |
| Total Debt | $57M | $59M | $56M | · | $60M | $63M | $70M | · | $75M | $77M | $79M | · | $84M | $87M | $82M | · | |
| Retained Earnings | $453M | $447M | $432M | $424M | $411M | $404M | $390M | $381M | $369M | $363M | $352M | $343M | $332M | $324M | $315M | $307M | |
| AOCI | $4M | $4M | $4M | $4M | $5M | $6M | $6M | $7M | $8M | $7M | $9M | $8M | $7M | $8M | $9M | $6M | |
| Stockholders' Equity | $515M | $517M | $501M | $492M | $480M | $472M | $457M | $448M | $436M | $429M | $419M | $410M | $396M | $392M | $383M | $372M | |
| Liabilities + Equity | $1.01B | $1.03B | $1.00B | $1.00B | $996M | $1.00B | $990M | $982M | $970M | $970M | $977M | $968M | $945M | $949M | $951M | $924M | |
| Shares Outstanding | · | · | · | · | · | · | · | 4,204,000 | · | · | · | 4,204,000 | · | · | · | 4,294,000 |
현금 흐름
| 지표 | 추세 | 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 | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Stock-based Comp | $963.0K | $899.0K | $913.0K | $915.0K | $903.0K | $726.0K | $862.0K | $1M | $955.0K | $897.0K | $924.0K | $1M | $766.0K | $600.0K | $608.0K | $540.0K | |
| Deferred Tax | $2M | $448.0K | $309.0K | $5M | $-1M | $-6.0K | $-41.0K | $418.0K | $-120.0K | $-261.0K | $-207.0K | $-2M | $-613.0K | $115.0K | $103.0K | $-1M | |
| Other Non-cash | · | · | $-2M | · | · | · | $-2M | · | · | · | $-3M | · | · | · | $1M | · | |
| Operating Cash Flow | $-245.0K | $59M | $20M | $22M | $11M | $41M | $20M | $23M | $9M | $30M | $18M | $36M | $20M | $26M | $22M | $28M | |
| CapEx | $16M | $9M | $9M | $10M | $21M | $16M | $12M | $9M | $19M | $21M | $14M | $11M | $7M | $19M | $10M | $6M | |
| Investing Cash Flow | $-18M | $-15M | $-7M | $-20M | $-23M | $-18M | $-14M | $-13M | $-22M | $-25M | $-18M | $-14M | $-10M | $-22M | $-42M | $-8M | |
| Stock Repurchased | · | · | · | $0 | $0 | $0 | $0 | $634.0K | $219.0K | $576.0K | $782.0K | $0 | $4M | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | $0 | · | · | · | $-782.0K | · | · | · | $0 | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-14M | $-365.0K | $-6M | $-6M | $-6M | $-6M | $-6M | $-7M | $-6M | $-7M | $-7M | $-6M | $-10M | $1M | $4M | $-5M | |
| Net Change in Cash | $-33M | $44M | $7M | $-5M | $-19M | $17M | $-81.0K | $3M | $-19M | $-1M | $-6M | $16M | $133.0K | $5M | $-16M | $15M | |
| Free Cash Flow | · | · | $11M | · | · | · | $8M | · | · | · | $5M | · | · | · | $12M | · | |
| Levered FCF | · | · | $10M | · | · | · | · | · | · | · | $4M | · | · | · | $11M | · |
수익성
| 지표 | 추세 | 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 | 28.1% | 28.1% | 28.3% | · | 28.8% | 28.3% | 29.0% | · | 28.5% | 28.4% | 28.5% | · | 28.6% | 27.5% | 28.7% | · | |
| Operating Margin | 1.5% | 3.7% | 2.6% | · | 2.4% | 3.7% | 2.9% | · | 1.9% | 3.2% | 2.6% | · | 2.6% | 2.9% | 2.9% | · | |
| Net Margin | 1.6% | 2.8% | 2.1% | · | 2.0% | 2.8% | 2.3% | · | 1.6% | 2.5% | 2.2% | · | 2.1% | 2.2% | 2.1% | · | |
| Pretax Margin | 1.9% | 4.0% | 3.0% | · | 2.9% | 4.1% | 3.3% | · | 2.4% | 3.7% | 3.1% | · | 3.0% | 3.2% | 3.1% | · | |
| EBITDA Margin | 1.5% | 3.7% | 4.1% | · | 2.4% | 3.7% | 4.5% | · | 1.9% | 3.2% | 4.3% | · | 2.6% | 2.9% | 4.6% | · | |
| ROA | 0.89% | 1.8% | 1.2% | · | 1.1% | 1.7% | 1.3% | · | 0.94% | 1.5% | 1.2% | · | 1.2% | 1.3% | 1.2% | · | |
| ROE | 1.8% | 3.6% | 2.5% | · | 2.4% | 3.8% | 2.9% | · | 2.2% | 3.5% | 2.9% | · | 2.9% | 3.3% | 3.0% | · | |
| ROIC | 1.2% | 2.8% | 1.9% | · | 1.8% | 2.9% | 2.1% | · | 1.4% | 2.5% | 1.9% | · | 2.0% | 2.3% | 2.2% | · |
유동성 및 지급능력
| 지표 | 추세 | 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 | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.3 | 1.4 | · | 1.4 | 1.2 | 1.2 | · | |
| Quick Ratio | 0.7 | 0.8 | 0.6 | · | 0.6 | 0.7 | 0.6 | · | 0.7 | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | |
| Interest Coverage | 10.1 | 27.7 | 17.5 | · | · | · | · | · | · | 17.6 | 13.3 | · | 12.9 | 16.7 | 14.0 | · |
효율성
| 지표 | 추세 | 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 | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | |
| Inventory Turnover | 8.0 | 9.7 | 8.1 | · | 8.2 | 9.0 | 8.2 | · | 8.4 | 8.8 | 8.0 | · | 8.2 | 8.8 | 7.8 | · |
가치 평가 (TTM)
| 지표 | 추세 | 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 | $2.40B | $2.39B | $2.35B | · | $2.30B | $2.28B | $2.26B | · | $2.21B | $2.20B | $2.18B | · | $2.14B | $2.11B | $2.09B | · | |
| Net Income TTM | $54M | $57M | $56M | · | $56M | $54M | $52M | · | $50M | $52M | $50M | · | $47M | $33M | $31M | · | |
| Payout Ratio | · | · | 27.7% | · | · | · | 26.0% | · | · | · | 28.9% | · | · | · | 29.3% | · | |
| Annual Payout | $13M | $13M | $13M | · | $13M | $13M | $13M | · | $13M | $13M | $13M | · | $13M | $13M | $13M | · |
최신 기간은 왼쪽에 · null 값은 ·로 표시
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
| 지표 | 2025-07-26 | 2024-07-27 | 2023-07-29 | 2022-07-30 | 2021-07-31 |
|---|---|---|---|---|---|
| 매출 | $2.32B | $2.24B | $2.17B | $2.06B | $2.03B |
| 매출 총이익률 % | · | 28.7% | 28.4% | 28.1% | 27.8% |
| 영업이익률 % | · | 2.8% | 3.0% | 1.9% | 1.4% |
| 순이익 | $56M | $50M | $50M | $27M | $20M |
| 지표 | 2025-07-26 | 2024-07-27 | 2023-07-29 | 2022-07-30 | 2021-07-31 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | · | 0.0 | 0.0 | 0.0 | 0.0 |
| 유동비율 | · | 1.1 | 1.4 | 1.5 | 1.3 |
| 당좌 비율 | · | 0.7 | 0.8 | 0.9 | 0.8 |
| 지표 | 2025-07-26 | 2024-07-27 | 2023-07-29 | 2022-07-30 | 2021-07-31 |
|---|---|---|---|---|---|
| 잉여현금흐름 | · | $18M | $58M | $36M | $27M |
기관 투자자 (13F) 159개의 제출자 · $322.7M 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.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 17 (-11 이전 분기 대비) | 9 (0 이전 분기 대비) | 60 (+9 이전 분기 대비) | 39 (+2 이전 분기 대비) | +191K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $32,910,312 | 780,235 | 10.20% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $31,333,706 | 742,855 | 9.71% | 주식 |
| VANGUARD GROUP INC | $21,901,435 | 618,772 | 6.79% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $21,684,570 | 514,096 | 6.72% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $18,575,397 | 440,384 | 5.76% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $17,024,270 | 403,610 | 5.28% | 주식 |
| MONEY CONCEPTS CAPITAL CORP | $16,857,368 | 399,653 | 5.22% | 주식 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $16,724,814 | 396,509 | 5.18% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $10,551,667 | 250,092 | 3.27% | 주식 |
| STATE STREET CORP | $9,235,227 | 218,948 | 2.86% | 주식 |
| GAMCO INVESTORS, INC. ET AL | $7,908,750 | 187,500 | 2.45% | 주식 |
| Bulldog Investors, LLP | $7,192,323 | 170,515 | 2.23% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7,064,391 | 167,482 | 2.19% | 주식 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6,601,465 | 156,507 | 2.05% | 주식 |
| ROYCE & ASSOCIATES LP | $6,075,396 | 144,035 | 1.88% | 주식 |
| Allspring Global Investments Holdings, LLC | $4,864,403 | 114,054 | 1.51% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4,673,671 | 110,803 | 1.45% | 주식 |
| Bank of New York Mellon Corp | $4,372,662 | 103,667 | 1.36% | 주식 |
| MORGAN STANLEY | $3,856,952 | 91,440 | 1.20% | 주식 |
| Empowered Funds, LLC | $3,807,040 | 90,257 | 1.18% | 주식 |
| NORTHERN TRUST CORP | $3,600,526 | 85,361 | 1.12% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $3,166,874 | 75,080 | 0.98% | 주식 |
| GOLDMAN SACHS GROUP INC | $3,014,267 | 71,462 | 0.93% | 주식 |
| Creative Planning | $2,908,184 | 68,947 | 0.90% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $2,595,504 | 61,534 | 0.80% | 주식 |
| GABELLI FUNDS LLC | $2,461,414 | 58,355 | 0.76% | 주식 |
| AEGIS FINANCIAL CORP | $2,350,818 | 55,733 | 0.73% | 주식 |
| Man Group plc | $2,263,379 | 53,660 | 0.70% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $2,246,254 | 53,254 | 0.70% | 주식 |
| JPMORGAN CHASE & CO | $2,184,662 | 51,757 | 0.68% | 주식 |
| LAZARD ASSET MANAGEMENT LLC | $2,178,049 | 51,637 | 0.67% | 주식 |
| North Star Investment Management Corp. | $2,109,000 | 50,000 | 0.65% | 주식 |
| FMR LLC | $2,030,230 | 48,133 | 0.63% | 주식 |
| PRUDENTIAL FINANCIAL INC | $1,820,953 | 43,171 | 0.56% | 주식 |
| UBS Group AG | $1,665,435 | 39,484 | 0.52% | 주식 |
| Orion Porfolio Solutions, LLC | $1,338,392 | 31,730 | 0.41% | 주식 |
| Orion Portfolio Solutions, LLC | $1,316,532 | 34,636 | 0.41% | 주식 |
| FIRST TRUST ADVISORS LP | $1,310,490 | 31,069 | 0.41% | 주식 |
| FRANKLIN RESOURCES INC | $1,282,778 | 30,412 | 0.40% | 주식 |
| Uncommon Cents Investing LLC | $1,277,421 | 30,285 | 0.40% | 주식 |
| Value Investment Professionals, LLC | $1,132,349 | 26,846 | 0.35% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $1,121,608 | 26,591 | 0.35% | 주식 |
| MARTINGALE ASSET MANAGEMENT L P | $1,021,980 | 24,229 | 0.32% | 주식 |
| Brandywine Global Investment Management, LLC | $1,012,545 | 28,607 | 0.31% | 주식 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $953,521 | 22,606 | 0.30% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $896,156 | 21,246 | 0.28% | 주식 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $877,639 | 20,807 | 0.27% | 주식 |
| STATE OF WISCONSIN INVESTMENT BOARD | $758,439 | 17,981 | 0.24% | 주식 |
| Nuveen, LLC | $751,015 | 17,805 | 0.23% | 주식 |
| Fort Point Capital Partners LLC | $750,489 | 17,782 | 0.23% | 주식 |
행동주의자 및 5% 이상 소유자 16 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 |
|---|---|---|---|---|---|
| 미공개 보고자 | 2017년 1월 25일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2016년 1월 11일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2015년 5월 4일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2014년 11월 26일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2014년 4월 10일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2013년 10월 16일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2013년 6월 28일 | · | 최초 제출 | 수동적 투자 | SEC |
| THE SUMAS FAMILY GROUP, including the Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas and John J. Sumas, Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas, John J. Sumas | 2013년 2월 12일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2012년 12월 6일 | · | 최초 제출 | 수동적 투자 | SEC |
| Steven Crystal | 2010년 10월 8일 | · | 최초 제출 | · | SEC |
| Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli | 2009년 3월 24일 | · | 최초 제출 | · | SEC |
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli | 2009년 2월 2일 | · | 최초 제출 | 수동적 투자 | SEC |
| I. Wistar Morris, III | 2006년 10월 30일 | · | 최초 제출 | · | SEC |
| THE SUMAS FAMILY GROUP, including Perry Sumas, James Sumas, Robert Sumas, William Sumas and John Sumas, Perry Sumas, James Sumas, Robert Sumas, William Sumas, John Sumas | 2004년 1월 21일 | · | 최초 제출 | · | SEC |
| 미공개 보고자, 미공개 보고자 | 2003년 11월 13일 | · | 최초 제출 | · | SEC |
| 미공개 보고자, 미공개 보고자 | 2001년 8월 24일 | · | 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.
회사 내부자 19 명의 내부자 · 8 임원 · 11 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| John James Sumas | CEO | 2026년 4월 8일 S | 36,050 | 0 | 1 | $-548,218 |
| John L Van Orden | CFO & Treasurer | 2026년 4월 10일 S | 32,023 | 0 | 1 | $-351,040 |
| Nicholas James Sumas | President / Chairman | 2026년 3월 27일 A | 46,229 | 0 | 0 | $0 |
| John Sumas | EVP & Secretary | 2026년 4월 14일 S | 102,938 | 0 | 1 | $-524,634 |
| Luigi Perri | VP of Finance & CAO | 2026년 4월 9일 S | 15,839 | 0 | 1 | $-167,504 |
| Robert Sumas | Senior Advisor | 2026년 3월 27일 A | 74,732 | 0 | 0 | $0 |
| William Sumas | EVP / Chairman of the Board | 2023년 4월 17일 S | 136,324 | 0 | 0 | $0 |
| Carol Lawton | VP, Assistant Secretary | 2005년 4월 8일 A | 3,250 | 0 | 0 | $0 |
| Perry J. Blatt | 이사 | 2026년 3월 27일 A | 51,465 | 0 | 0 | $0 |
| Prasad Pola | 이사 | 2026년 3월 27일 A | 14,572 | 0 | 0 | $0 |
| Stephen Rooney | 이사 | 2026년 3월 27일 A | 39,372 | 0 | 0 | $0 |
| Steven Crystal | 이사 | 2026년 3월 27일 A | 101,713 | 0 | 0 | $0 |
| Kevin Begley | 이사 | 2026년 3월 27일 A | 46,533 | 0 | 0 | $0 |
| Peter Lavoy | 이사 | 2020년 6월 25일 S | 38,828 | 0 | 0 | $0 |
| James Sumas | · | 2018년 10월 8일 F | 104,732 | 0 | 0 | $0 |
| David Judge | · | 2018년 7월 2일 S | 7,200 | 0 | 0 | $0 |
| Estate of Perry Sumas | · | 2017년 1월 24일 S | 267,639 | 0 | 0 | $0 |
| Perry Sumas | · | 2009년 2월 6일 G | 219,824 | 0 | 0 | $0 |
| John J Mcdermott | · | 2008년 4월 8일 F | 9,800 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 24 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 |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0.33% | 4,664 NS | 2026년 7월 31일 | N-PORT |
| IWC · iShares Trust | 0.10% | 32,097 SH | 2026년 9월 11일 | 일간 |
| EBIT · Harbor ETF Trust | 0.07% | 200 NS | 2026년 7월 31일 | N-PORT |
| VDC · VANGUARD WORLD FUND | 0.05% | 104,179 SH | 2026년 8월 19일 | 일간 |
| DFSV · Dimensional ETF Trust | 0.03% | 58,769 NS | 2026년 7월 31일 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 8,173 SH | 2026년 8월 19일 | 일간 |
| DFAT · Dimensional ETF Trust | 0.02% | 77,577 NS | 2026년 7월 31일 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 1,162 SH | 2026년 10월 1일 | 일간 |
| IWM · iShares Trust | 0.01% | 242,169 SH | 2026년 9월 11일 | 일간 |
| RSSL · Global X Funds | 0.01% | 4,488 NS | 2026년 7월 31일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 6,708 SH | 2026년 9월 30일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.01% | 35,012 NS | 2026년 7월 31일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 54,360 SH | 2026년 8월 19일 | 일간 |
| DFAC · Dimensional ETF Trust | 0.00% | 24,008 NS | 2026년 7월 31일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 804 NS | 2026년 7월 31일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2,163 NS | 2026년 7월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 2,719 NS | 2026년 7월 31일 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 1,900 NS | 2026년 7월 31일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 12 NS | 2026년 7월 31일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 106,055 SH | 2026년 8월 19일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 287,773 SH | 2026년 8월 19일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 770 SH | 2026년 8월 19일 | 일간 |
| DFSU · Dimensional ETF Trust | 0.00% | 4 NS | 2026년 7월 31일 | N-PORT |
| IWN · iShares Trust | · | 87,131 SH | 2026년 9월 11일 | 일간 |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
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