ACA Arcosa, Inc. Common Stock
NYSE · Construction · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Sie 5, 2026
$146,50
· % zakresu 52 tyg.
· powyżej minimum
· do maksimum
$89,0352tyg. minimum
$146,9252tyg. maksimum
Kapitalizacja Rynkowa
$7.18B
P/E (TTM)
14.7
EPS (TTM)
$9.98
Przychody (TTM)
$2.74B
Twoje odznaki
Zakres 52 tyg.
$89–$147
Ocena Analityków
HOLD
Cena Docelowa
$147
P/E
14.7
ROE
17.9%
Marża Zysku Netto
17.9%
Twój pasek odznak jest pusty — przypnij metrykę w dowolnym miejscu na tej stronie.
ACA Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$146.50
Kapitalizacja Rynkowa
$7.18B
P/E (TTM)
14.7
EPS (TTM)
$9.98
Przychody (TTM)
$2.74B
Stopa dywidendy
0.14%
ROE (TTM)
17.9%
Zakres 52 tyg.
$89–$147
ACA Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
zakres
kreski
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody$2.88B2019-12-31 → 2025-12-31
EPS$4.242019-12-31 → 2025-12-31
Wolny przepływ pieniężny$176M2019-12-31 → 2025-12-31
Marża netto17.9%2019-12-31 → 2025-12-31
Wycena i wskaźniki
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | ACA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 14.7 | · | 33.0 | Niedowartościowany | |
| P/S | 2.5 | · | 1.9 | Wartość godziwa | |
| P/B | 2.7 | · | 8.9 | Niedowartościowany | |
| Price / FCF (Cena / FCF) | 40.9 | · | · | · | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 21.0 | · | 21.4 | Niedowartościowany | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 7.3 | · | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈1.0 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | ACA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 23.0% | · | 17.4% | Najwyższa półka | |
| Marża Operacyjna (TTM) | 11.8% | · | 9.1% | Najwyższa półka | |
| Marża EBITDA (TTM) | 19.9% | · | 8.3% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 8.4% | · | 7.7% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 17.9% | · | 6.3% | Najwyższa półka | |
| ROA (TTM) | 9.5% | · | 5.5% | Słaby | |
| ROE (TTM) | 17.9% | · | 19.8% | Słaby | |
| ROIC | 11.2% | · | 18.5% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | ACA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 3.1 | · | 1.6 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 1.3 | · | 1.0 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | ACA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 12.2% | · | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 8.7% | · | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 8.3% | · | · | · | |
| EPS YoY | 122.0% | · | · | · | |
| Net Income YoY (Zysk Netto R/R) | 122.4% | · | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -5.7% | · | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 14.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -5.3% | · | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 14.3% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | ACA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.6 | · | 1.3 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 5.7 | · | 48.8 | Słaby | |
| Receivables Turnover (Rotacja należności) | 7.5 | · | 6.1 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$451.2K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy0.14%
Wskaźnik Wypłaty Dywidendy4.8%
Zannualizowane wypłaty≈$0.20
CAGR dywidendy 5-letni≈0.00%
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Lip 15, 2026 | $0,05 | USD | ≈0.14% |
| Kwi 15, 2026 | $0,05 | USD | ≈0.18% |
| Sty 15, 2026 | $0,05 | USD | ≈0.17% |
| Paź 15, 2025 | $0,05 | USD | ≈0.22% |
| Lip 15, 2025 | $0,05 | USD | ≈0.23% |
| Kwi 15, 2025 | $0,05 | USD | ≈0.26% |
| Sty 15, 2025 | $0,05 | USD | ≈0.20% |
| Paź 15, 2024 | $0,05 | USD | ≈0.21% |
| Lip 15, 2024 | $0,05 | USD | ≈0.23% |
| Kwi 12, 2024 | $0,05 | USD | ≈0.25% |
| Sty 11, 2024 | $0,05 | USD | ≈0.25% |
| Paź 12, 2023 | $0,05 | USD | ≈0.29% |
| Lip 13, 2023 | $0,05 | USD | ≈0.26% |
| Kwi 13, 2023 | $0,05 | USD | ≈0.33% |
| Sty 12, 2023 | $0,05 | USD | ≈0.34% |
| Paź 13, 2022 | $0,05 | USD | ≈0.34% |
| Lip 14, 2022 | $0,05 | USD | ≈0.45% |
| Kwi 13, 2022 | $0,05 | USD | ≈0.36% |
| Sty 13, 2022 | $0,05 | USD | ≈0.38% |
| Paź 14, 2021 | $0,05 | USD | ≈0.38% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
41.4%
Następny raport
Paź 28, 2026
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 5, 2026 | $1.13 | $1.20 | -6.1% |
| 31 marca 2026 | $0.81 | $0.37 | 116.2% | |
| 31 grudnia 2025 | $1.15 | $0.93 | 24.2% | |
| 30 września 2025 | $1.56 | $1.35 | 15.6% | |
| 30 czerwca 2025 | $1.27 | $1.08 | 17.6% | |
| 31 marca 2025 | $0.49 | $0.19 | 162.3% | |
| 31 grudnia 2024 | $0.46 | $0.77 | -40.3% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.88B | $2.57B | $2.31B | $2.24B | $2.04B | $1.94B | $1.74B | $1.46B | $1.46B | $1.70B | |
| Cost of Revenue | $2.24B | $2.05B | $1.86B | $1.83B | $1.68B | $1.55B | $1.40B | $1.19B | $1.17B | $1.36B | |
| Gross Profit | $647M | $515M | $444M | · | · | · | · | · | · | · | |
| SG&A Expense | $307M | $320M | $261M | $263M | $256M | $223M | $180M | $154M | $163M | $147M | |
| Operating Expenses | $305M | $318M | $226M | $1.89B | $1.93B | $1.78B | $1.58B | $1.37B | $1.33B | $1.50B | |
| Operating Income | $342M | $198M | $217M | $349M | $107M | $152M | $153M | $95M | $132M | $201M | |
| Interest Expense | · | · | $28M | $31M | $23M | $11M | $7M | $900.0K | $0 | $0 | |
| Other Non-op | $2M | $-4M | $2M | $-2M | $-300.0K | $-3M | $700.0K | $1M | $-2M | $-4M | |
| Pretax Income | $241M | $130M | $196M | $316M | $84M | $138M | $147M | $95M | $130M | $197M | |
| Income Tax | $33M | $36M | $37M | $70M | $14M | $32M | $34M | $19M | $40M | $74M | |
| Net Income | $208M | $94M | $159M | $246M | $70M | $107M | $113M | $76M | $90M | $123M | |
| EPS (Basic) | $4.25 | $1.92 | $3.27 | $5.08 | $1.44 | $2.20 | $2.34 | $1.55 | $1.84 | $2.52 | |
| EPS (Diluted) | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 | $2.18 | $2.32 | $1.54 | $1.84 | $2.52 | |
| Shares (Basic) | 48,900,000 | 48,600,000 | 48,500,000 | 48,200,000 | 48,100,000 | 48,000,000 | 47,900,000 | 48,800,000 | 48,800,000 | 48,800,000 | |
| Shares (Diluted) | 49,000,000 | 48,800,000 | 48,700,000 | 48,500,000 | 48,600,000 | 48,500,000 | 48,400,000 | 48,900,000 | 48,800,000 | 48,800,000 | |
| EBITDA | $565M | $393M | $377M | $503M | $252M | $266M | $239M | $162M | · | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $215M | $187M | $105M | $160M | $73M | $96M | $240M | $99M | $7M | $14M | |
| Receivables | $413M | $350M | $357M | $334M | $311M | $260M | $200M | $291M | $165M | · | |
| Inventory | $336M | $360M | $402M | $316M | $324M | $277M | $283M | $252M | $247M | · | |
| Other Current Assets | $50M | $57M | $48M | $46M | $60M | $32M | $34M | $24M | $10M | · | |
| Current Assets | $1.11B | $954M | $912M | $857M | $768M | $665M | $757M | $667M | $429M | · | |
| PP&E (Net) | $2.05B | $2.13B | $1.34B | $1.20B | $1.20B | $913M | $816M | $803M | $583M | · | |
| PP&E (Gross) | $3.01B | $3.06B | $2.27B | $2.01B | $1.96B | $1.59B | $1.41B | $1.33B | $1.06B | · | |
| Accum. Depreciation | $960M | $930M | $933M | $811M | $763M | $681M | $590M | $526M | $482M | · | |
| Goodwill | $1.33B | $1.36B | $991M | $958M | $935M | $794M | $622M | $615M | $494M | · | |
| Intangibles | $311M | $338M | $271M | $256M | $220M | $213M | $52M | $55M | $64M | · | |
| Other Non-current Assets | $112M | $130M | $61M | $60M | $50M | $46M | $41M | $80M | $88M | · | |
| Total Assets | $4.99B | $4.92B | $3.58B | $3.34B | $3.19B | $2.65B | $2.30B | $2.17B | $1.60B | $1.53B | |
| Accounts Payable | $213M | $237M | $272M | $191M | $185M | $144M | $90M | $86M | $56M | · | |
| Accrued Liabilities | $170M | $166M | $117M | $122M | $146M | $115M | $119M | $100M | $118M | · | |
| Current Liabilities | $504M | $516M | $431M | $368M | $364M | $310M | $284M | $210M | $174M | · | |
| Capital Leases | $51M | $55M | $30M | $30M | $19M | $16M | · | · | · | · | |
| Deferred Tax | $231M | $201M | $180M | $176M | $134M | $113M | $66M | $51M | $2M | · | |
| Other Non-current Liabilities | $92M | $94M | $73M | $77M | $72M | $83M | $58M | $36M | $9M | · | |
| Total Liabilities | $2.34B | $2.49B | $1.25B | $1.16B | $1.23B | $754M | $512M | $488M | $195M | · | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $0 | · | |
| Paid-in Capital | $1.71B | $1.70B | $1.68B | $1.68B | $1.69B | $1.69B | $1.69B | $1.69B | $0 | · | |
| Retained Earnings | $947M | $749M | $665M | $516M | $280M | $220M | $123M | $20M | $0 | · | |
| Treasury Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4M | $0 | · | |
| AOCI | $-16M | $-18M | $-16M | $-16M | $-19M | $-22M | $-20M | $-18M | $-20M | · | |
| Stockholders' Equity | $2.64B | $2.43B | $2.33B | $2.18B | $1.95B | $1.89B | $1.79B | $1.68B | $1.41B | $1.34B | |
| Liabilities + Equity | $4.99B | $4.92B | $3.58B | $3.34B | $3.19B | $2.65B | $2.30B | $2.17B | $1.60B | · | |
| Shares Outstanding | 49,000,000 | 48,800,000 | 48,600,000 | 48,400,000 | 48,300,000 | 48,200,000 | 48,300,000 | 48,800,000 | 0 | · |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $223M | $195M | $160M | $154M | $144M | $114M | $86M | $68M | $66M | $66M | |
| Stock-based Comp | $26M | $24M | $24M | $19M | $18M | $20M | $15M | $10M | $9M | $10M | |
| Deferred Tax | $26M | $25M | $32M | $45M | $12M | $10M | $17M | $22M | $10M | $23M | |
| Amort. of Intangibles | $27M | $26M | $21M | $20M | $18M | $13M | $3M | $5M | $5M | $5M | |
| Other Non-cash | $-143M | $164M | $-113M | $-290M | $-77M | $9M | $128M | $-57M | · | · | |
| Operating Cash Flow | $341M | $502M | $261M | $174M | $166M | $260M | $359M | $118M | $162M | $228M | |
| CapEx | $166M | $190M | $204M | $138M | $85M | $82M | $85M | $45M | $82M | $85M | |
| Investing Cash Flow | $-121M | $-1.51B | $-286M | $91M | $-570M | $-528M | $-109M | $-364M | $-126M | $-80M | |
| Stock Repurchased | $0 | $0 | $14M | $15M | $9M | $8M | $11M | $3M | $0 | $0 | |
| Net Stock Activity | $0 | $0 | $-14M | $-15M | $-9M | $-8M | · | $-4M | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $2M | · | · | |
| Financing Cash Flow | $-192M | $1.09B | $-31M | $-178M | $381M | $124M | $-108M | $339M | $-43M | $-144M | |
| Net Change in Cash | $27M | $82M | $-56M | $88M | $-23M | $-145M | $141M | $93M | $-7M | $4M | |
| Taxes Paid | $26M | $-5M | $14M | $22M | $3M | $37M | $19M | $600.0K | $0 | $0 | |
| Free Cash Flow | $176M | $312M | $58M | $36M | $81M | $178M | $273M | $74M | · | · | |
| Levered FCF | · | · | $35M | $12M | $62M | $170M | $268M | $73M | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 22.4% | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 11.9% | 7.7% | 9.4% | 15.6% | 5.3% | 7.8% | 8.8% | 6.5% | · | · | |
| Net Margin | 7.2% | 3.6% | 6.9% | 11.0% | 3.4% | 5.5% | 6.5% | 5.2% | · | · | |
| Pretax Margin | 8.4% | 5.1% | 8.5% | 14.1% | 4.1% | 7.1% | 8.5% | 6.5% | · | · | |
| EBITDA Margin | 19.6% | 15.3% | 16.3% | 22.4% | 12.4% | 13.8% | 13.7% | 11.1% | · | · | |
| ROA | 4.2% | 2.0% | 4.6% | 7.5% | 2.4% | 4.3% | 5.1% | 4.0% | · | · | |
| ROE | 8.1% | 3.9% | 6.9% | 11.7% | 3.6% | 5.7% | 6.4% | 4.9% | · | · | |
| ROIC | 11.2% | 5.9% | 7.6% | 12.4% | 4.6% | 6.2% | 6.6% | 4.5% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 1.8 | 2.1 | 2.3 | 2.1 | 2.1 | 2.7 | 2.8 | · | · | |
| Quick Ratio | 1.3 | 1.0 | 1.1 | 1.3 | 1.1 | 1.1 | 1.6 | 1.7 | · | · | |
| Interest Coverage | · | · | 7.7 | 11.3 | 4.6 | 14.3 | 22.5 | 105.4 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | · | · | |
| Inventory Turnover | 5.7 | 5.4 | 5.2 | 5.7 | 5.6 | 5.5 | 5.2 | 4.8 | · | · | |
| Receivables Turnover | 7.5 | 7.3 | 6.7 | 7.0 | 7.1 | 8.4 | 7.1 | 6.4 | · | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.91 | $49.76 | $47.98 | $45.13 | $40.44 | $39.26 | $37.07 | $35.09 | · | · | |
| Revenue / Share | $58.84 | $52.66 | $47.39 | $46.24 | $41.90 | $39.91 | $35.89 | $29.86 | · | · | |
| Cash Flow / Share | $6.96 | $10.29 | $5.36 | $3.59 | $3.43 | $5.36 | $7.41 | $2.42 | · | · | |
| Cash / Share | $4.38 | $3.84 | $2.16 | $3.31 | $1.51 | $1.99 | $4.98 | $2.07 | · | · | |
| Dividend / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.05 | $0.00 | $0.00 | |
| EPS (TTM) | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 | $2.18 | $2.32 | $1.54 | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 11.3% | 2.9% | 10.1% | 5.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.7% | 8.1% | 6.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.3% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 122.0% | -41.4% | -35.4% | 255.6% | -34.9% | · | · | · | · | · | |
| EPS CAGR 3Y | -5.7% | 10.4% | 14.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 122.4% | -41.1% | -35.2% | 253.2% | -34.7% | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.3% | 10.4% | 14.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 0.40% | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.88B | $2.57B | $2.31B | $2.24B | $2.04B | $1.94B | $1.74B | $1.46B | · | · | |
| Net Income TTM | $208M | $94M | $159M | $246M | $70M | $107M | $113M | $76M | · | · | |
| Market Cap | $5.21B | $4.72B | $4.02B | $2.63B | $2.55B | $2.65B | $2.15B | $1.33B | · | · | |
| P/E | 25.1 | 50.6 | 25.3 | 10.8 | 37.1 | 25.2 | 19.2 | 18.0 | · | · | |
| P/S | 1.8 | 1.8 | 1.7 | 1.2 | 1.2 | 1.4 | 1.2 | 0.9 | · | · | |
| P/B | 2.0 | 1.9 | 1.7 | 1.2 | 1.3 | 1.4 | 1.2 | 0.8 | · | · | |
| P / Tangible Book | 5.3 | 6.5 | 3.8 | 2.7 | 3.2 | 3.0 | · | · | · | · | |
| P / Cash Flow | 15.3 | 9.4 | 15.4 | 15.1 | 15.3 | 10.2 | 6.0 | 11.2 | · | · | |
| P / FCF | 29.7 | 15.1 | 69.8 | 72.5 | 31.3 | 14.9 | 7.9 | 18.0 | · | · | |
| Dividend Yield | 0.19% | 0.21% | 0.24% | 0.37% | 0.39% | 0.37% | 0.46% | 0.18% | · | · | |
| Earnings Yield | 4.0% | 2.0% | 3.9% | 9.3% | 2.7% | 4.0% | 5.2% | 5.6% | · | · | |
| Payout Ratio | 4.8% | 10.3% | 6.2% | 4.0% | 14.1% | 9.2% | 8.7% | · | · | · | |
| Annual Payout | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $2M | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 | $659M | $572M | $717M | $798M | $648M | $548M | $666M | $640M | $665M | $599M | $582M | $592M | $585M | $549M | $500M | $604M | |
| Cost of Revenue | $503M | $451M | $553M | $606M | $497M | $440M | $537M | $504M | $527M | $487M | $475M | $485M | $464M | $441M | $420M | $489M | |
| Gross Profit | $156M | $121M | $164M | $192M | $150M | $108M | $129M | $137M | $138M | · | · | · | · | · | · | · | |
| SG&A Expense | $89M | $76M | $78M | $82M | $70M | $71M | $89M | $82M | $80M | $69M | $67M | $61M | $71M | · | · | · | |
| Operating Expenses | · | · | · | · | · | $576M | $-1.43B | $607M | $598M | $545M | $-913M | $543M | $534M | $62M | $1.70B | $68M | |
| Operating Income | $84M | $47M | $79M | $112M | $82M | $41M | $43M | $34M | $67M | $53M | $43M | $48M | $51M | $75M | $208M | $49M | |
| Interest Expense | $23M | $24M | · | $27M | $28M | $28M | · | $16M | $11M | $8M | · | $7M | $7M | $7M | · | $9M | |
| Other Non-op | $-3M | $-100.0K | $-2M | $100.0K | $2M | $-100.0K | $-400.0K | $-3M | $-3M | $2M | $-4M | $1M | $3M | $2M | $-700.0K | $200.0K | |
| Pretax Income | $62M | $25M | $55M | $87M | $57M | $14M | $10M | $19M | $53M | $47M | $36M | $43M | $46M | $70M | $200M | $41M | |
| Income Tax | $11M | $1M | $3M | $14M | $6M | $3M | $18M | $2M | $8M | $8M | $9M | $8M | $6M | $14M | $45M | $9M | |
| Net Income | $328M | $38M | $52M | $73M | $60M | $24M | $-8M | $17M | $46M | $39M | $27M | $36M | $41M | $56M | $155M | $32M | |
| EPS (Basic) | $6.68 | $0.77 | $1.06 | $1.49 | $1.22 | $0.48 | $-0.16 | $0.34 | $0.93 | $0.81 | $0.55 | $0.73 | $0.84 | $1.15 | $3.20 | $0.66 | |
| EPS (Diluted) | $6.67 | $0.77 | $1.06 | $1.48 | $1.22 | $0.48 | $-0.16 | $0.34 | $0.93 | $0.80 | $0.56 | $0.72 | $0.84 | $1.14 | $3.19 | $0.66 | |
| Shares (Basic) | 49,100,000 | 49,000,000 | · | 49,000,000 | 48,900,000 | 48,700,000 | · | 48,700,000 | 48,600,000 | 48,500,000 | · | 48,700,000 | 48,500,000 | 48,300,000 | · | 48,300,000 | |
| Shares (Diluted) | 49,200,000 | 49,200,000 | · | 49,100,000 | 49,000,000 | 49,200,000 | · | 48,800,000 | 48,700,000 | 48,900,000 | · | 48,800,000 | 48,700,000 | 48,800,000 | · | 48,500,000 | |
| EBITDA | · | $101M | · | $168M | $151M | $109M | · | $34M | $67M | $96M | · | $48M | $51M | $114M | · | $49M |
Bilans
| Wskaźnik | Trend | 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 | $432M | $153M | $215M | $220M | $190M | $168M | $187M | $757M | $104M | $176M | · | $155M | $198M | $149M | · | $112M | |
| Receivables | $559M | $414M | $418M | $480M | $477M | $428M | $350M | $396M | $443M | $366M | · | $390M | $386M | $394M | · | $326M | |
| Inventory | $364M | $350M | $424M | $421M | $407M | $365M | $360M | $360M | $406M | $404M | · | $361M | $355M | $328M | · | $329M | |
| Other Current Assets | $56M | $52M | $50M | $51M | $43M | $51M | $57M | $46M | $38M | $47M | · | $45M | $36M | $42M | · | $41M | |
| Current Assets | $1.41B | $1.13B | $1.11B | $1.17B | $1.12B | $1.01B | $954M | $1.56B | $991M | $994M | · | $952M | $975M | $913M | · | $923M | |
| PP&E (Net) | $2.10B | $2.10B | $2.10B | $2.09B | $2.10B | $2.12B | $2.13B | $1.38B | $1.42B | $1.36B | · | $1.25B | $1.23B | $1.21B | · | $1.17B | |
| PP&E (Gross) | $3.14B | $3.10B | $3.18B | $3.14B | $3.12B | $3.09B | $3.06B | $2.26B | $2.41B | $2.32B | · | $2.16B | $2.11B | $2.05B | · | $1.96B | |
| Accum. Depreciation | $1.04B | $995M | $1.09B | $1.05B | $1.02B | $971M | $930M | $883M | $994M | $962M | · | $901M | $873M | $841M | · | $784M | |
| Goodwill | $1.35B | $1.34B | $1.35B | $1.35B | $1.34B | $1.34B | $1.36B | $1.01B | $1.02B | $984M | · | $967M | $967M | $976M | · | $959M | |
| Intangibles | $312M | $304M | $311M | $318M | $324M | $331M | $338M | $306M | $313M | $266M | · | $247M | $252M | $251M | · | $261M | |
| Other Non-current Assets | $125M | $113M | $114M | $124M | $124M | $128M | $130M | $93M | $58M | $60M | · | $60M | $59M | $58M | · | $58M | |
| Total Assets | $5.30B | $5.00B | $4.99B | $5.05B | $5.01B | $4.93B | $4.92B | $4.36B | $3.81B | $3.67B | $3.58B | $3.49B | $3.50B | $3.42B | $3.34B | $3.38B | |
| Accounts Payable | $224M | $230M | $259M | $319M | $298M | $284M | $237M | $243M | $264M | $276M | · | $245M | $239M | $206M | · | $222M | |
| Accrued Liabilities | $192M | $142M | $179M | $180M | $161M | $144M | $166M | $156M | $127M | $113M | · | $122M | $126M | $116M | · | $135M | |
| Current Liabilities | $452M | $490M | $504M | $580M | $528M | $510M | $516M | $432M | $429M | $435M | · | $405M | $421M | $380M | · | $423M | |
| Capital Leases | $64M | $51M | $52M | $54M | $52M | $54M | $55M | $25M | $27M | $28M | · | $30M | $31M | $30M | · | $26M | |
| Deferred Tax | · | · | $231M | · | · | · | $201M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $107M | $93M | $95M | $94M | $90M | $92M | $94M | $59M | $66M | $72M | · | $72M | $75M | $76M | · | $75M | |
| Total Liabilities | $2.32B | $2.35B | $2.34B | $2.47B | $2.50B | $2.48B | $2.49B | $1.92B | $1.39B | $1.29B | · | $1.17B | $1.22B | $1.17B | · | $1.35B | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | $500.0K | $500.0K | $500.0K | · | $500.0K | |
| Paid-in Capital | $1.69B | $1.72B | $1.71B | $1.70B | $1.70B | $1.70B | $1.70B | $1.69B | $1.69B | $1.69B | · | $1.69B | $1.69B | $1.69B | · | $1.71B | |
| Retained Earnings | $1.31B | $983M | $947M | $898M | $827M | $770M | $749M | $759M | $745M | $702M | · | $640M | $607M | $569M | · | $363M | |
| Treasury Stock | · | $30M | · | $100.0K | · | $2M | · | $800.0K | · | $1M | · | $200.0K | · | $500.0K | · | $25M | |
| AOCI | $-17M | $-17M | $-16M | $-17M | $-17M | $-18M | $-18M | $-17M | $-17M | $-17M | · | $-17M | $-16M | $-16M | · | $-16M | |
| Stockholders' Equity | $2.98B | $2.65B | $2.64B | $2.58B | $2.51B | $2.45B | $2.43B | $2.43B | $2.42B | $2.37B | $2.33B | $2.32B | $2.28B | $2.24B | $2.18B | $2.03B | |
| Liabilities + Equity | $5.30B | $5.00B | $4.99B | $5.05B | $5.01B | $4.93B | $4.92B | $4.36B | $3.81B | $3.67B | · | $3.49B | $3.50B | $3.42B | · | $3.38B | |
| Shares Outstanding | · | · | 49,000,000 | · | · | · | 48,800,000 | · | · | · | · | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | $58M | $54M | $57M | $56M | $54M | $52M | $60M | $45M | $47M | $43M | $41M | $40M | $40M | $39M | $37M | $40M | |
| Stock-based Comp | $6M | $6M | $7M | $6M | $7M | $6M | $5M | $5M | $7M | $7M | $6M | $6M | $7M | $6M | $4M | $5M | |
| Deferred Tax | $11M | $10M | $4M | $10M | $11M | $900.0K | $10M | $300.0K | $7M | $7M | $18M | $1M | $6M | $7M | $25M | $7M | |
| Other Non-cash | · | $-35M | · | · | · | $-86M | · | · | · | $-15M | · | · | · | $-80M | · | · | |
| Operating Cash Flow | $-11M | $72M | $120M | $161M | $61M | $-700.0K | $248M | $135M | $38M | $80M | $62M | $44M | $128M | $27M | $-8M | $71M | |
| CapEx | $59M | $44M | $64M | $40M | $28M | $33M | $53M | $34M | $48M | $54M | $59M | $48M | $52M | $44M | $52M | $33M | |
| Investing Cash Flow | $379M | $-98M | $-61M | $-27M | $-22M | $-11M | $-1.26B | $-9M | $-198M | $-44M | $-154M | $-45M | $-52M | $-34M | $220M | $-31M | |
| Stock Repurchased | $0 | $18M | · | · | $0 | $0 | · | · | · | · | $14M | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-18M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $-89M | $-35M | $-64M | $-104M | $-17M | $-7M | $441M | $528M | $87M | $35M | $42M | $-41M | $-27M | $-4M | $-166M | $-6M | |
| Net Change in Cash | $279M | $-61M | $-5M | $30M | $22M | $-19M | $-570M | $653M | $-73M | $72M | $-50M | $-43M | $49M | $-11M | $46M | $35M | |
| Free Cash Flow | · | $28M | · | · | · | $-35M | · | · | · | $26M | · | · | · | $-17M | · | · | |
| Levered FCF | · | $6M | · | · | · | $-58M | · | · | · | $19M | · | · | · | $-23M | · | · |
Rentowność
| Wskaźnik | Trend | 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 | · | 21.1% | · | 24.1% | 22.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | · | 8.2% | · | 14.1% | 12.9% | 8.8% | · | 5.3% | 10.1% | 8.9% | · | 8.2% | 8.7% | 13.7% | · | 8.1% | |
| Net Margin | · | 6.6% | · | 9.2% | 8.1% | 3.7% | · | 2.6% | 6.9% | 6.6% | · | 6.0% | 7.0% | 10.1% | · | 5.3% | |
| Pretax Margin | · | 4.3% | · | 10.9% | 9.5% | 4.6% | · | 3.0% | 8.0% | 7.9% | · | 7.3% | 8.0% | 12.7% | · | 6.7% | |
| EBITDA Margin | 21.6% | 17.6% | · | 21.1% | 20.5% | 17.3% | · | 5.3% | 10.1% | 16.1% | · | 8.2% | 8.7% | 20.7% | · | 8.1% | |
| ROA | 6.4% | 0.76% | · | 1.6% | 1.4% | 0.55% | · | 0.42% | 1.2% | 1.1% | · | 1.0% | 1.2% | 1.7% | · | 0.96% | |
| ROE | 12.0% | 1.5% | · | 2.9% | 2.4% | 0.98% | · | 0.70% | 1.9% | 1.7% | · | 1.6% | 1.9% | 2.6% | · | 1.6% | |
| ROIC | 2.3% | 1.7% | · | 3.6% | 3.2% | 1.8% | · | 1.2% | 2.4% | 1.9% | · | 1.7% | 2.0% | 2.7% | · | 1.9% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 | 3.1 | 2.3 | · | 2.0 | 2.1 | 2.0 | · | 3.6 | 2.3 | 2.3 | · | 2.3 | 2.3 | 2.4 | · | 2.2 | |
| Quick Ratio | 2.2 | 1.2 | · | 1.2 | 1.3 | 1.2 | · | 2.7 | 1.3 | 1.2 | · | 1.3 | 1.4 | 1.4 | · | 1.0 | |
| Interest Coverage | 3.6 | 2.0 | · | 4.1 | 3.3 | 2.0 | · | 2.1 | 5.9 | 6.4 | · | 7.2 | 7.2 | 10.6 | · | 5.7 |
Efektywność
| Wskaźnik | Trend | 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 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.3 | · | 1.6 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | |
| Receivables Turnover | 1.3 | 1.4 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | 1.7 | 1.6 | 1.4 | · | 1.7 |
Na akcję
| Wskaźnik | Trend | 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 / Share | $13.39 | $11.62 | · | $16.25 | $15.04 | $12.85 | · | $13.12 | $13.65 | $12.24 | · | $12.12 | $12.01 | $11.25 | · | $12.45 | |
| Cash Flow / Share | · | $1.46 | · | · | · | $-0.01 | · | · | · | $1.65 | · | · | · | $0.56 | · | · | |
| Dividend / Share | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | |
| EPS (TTM) | $9.98 | $4.53 | · | $3.02 | $1.88 | $1.59 | · | $2.63 | $3.01 | $2.92 | · | $5.89 | $5.83 | $5.78 | · | $2.04 |
Wycena (TTM)
| Wskaźnik | Trend | 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 | $2.74B | $2.73B | · | $2.66B | $2.50B | $2.52B | · | $2.49B | $2.44B | $2.36B | · | $2.23B | $2.24B | $2.26B | · | $2.26B | |
| Net Income TTM | $491M | $223M | · | $149M | $92M | $78M | · | $128M | $147M | $143M | · | $287M | $283M | $281M | · | $100M | |
| P/E | 14.6 | 23.4 | · | 31.0 | 46.1 | 48.5 | · | 36.0 | 27.7 | 29.4 | · | 12.2 | 13.0 | 10.9 | · | 28.0 | |
| Earnings Yield | 6.9% | 4.3% | · | 3.2% | 2.2% | 2.1% | · | 2.8% | 3.6% | 3.4% | · | 8.2% | 7.7% | 9.2% | · | 3.6% | |
| Payout Ratio | 0.76% | 6.3% | · | 3.4% | 4.2% | 10.6% | · | 14.5% | 5.5% | 6.1% | · | 7.0% | 5.9% | 4.3% | · | 7.5% | |
| Annual Payout | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Przychody | $2.88B | $2.57B | · | · | · |
| Marża Brutto % | 22.4% | · | · | · | · |
| Marża Operacyjna % | 11.9% | 7.7% | · | · | · |
| Zysk netto | $208M | $94M | · | · | · |
| Rozwodniony EPS | $4.24 | $1.91 | · | · | · |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 2.2 | 1.8 | · | · | · |
| Wskaźnik Szybkości | 1.3 | 1.0 | · | · | · |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $176M | $312M | · | · | · |
Właściciele instytucjonalni (13F) 452 emitenci · $6.9B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Posiadacze
452
Wartość posiadanych akcji
$6.9B
Nowe pozycje
99
Zamknięte pozycje
40
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 99 (+37 vs poprzedni kw.) | 40 (+4 vs poprzedni kw.) | 125 (+4 vs poprzedni kw.) | 119 (+6 vs poprzedni kw.) | -197K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $1 222 485 673 | 8 414 107 | 17,63% | Akcje |
| VANGUARD GROUP INC | $568 665 809 | 5 348 625 | 8,20% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $409 324 355 | 2 817 292 | 5,90% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $341 600 248 | 2 351 171 | 4,93% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $321 126 496 | 2 210 245 | 4,63% | Akcje |
| STATE STREET CORP | $302 047 449 | 2 078 928 | 4,35% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $229 430 728 | 1 579 472 | 3,31% | Akcje |
| Capital International Investors | $197 613 724 | 1 360 133 | 2,85% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $186 824 992 | 1 285 641 | 2,69% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $146 533 000 | 1 008 554 | 2,11% | Akcje |
| ROYCE & ASSOCIATES LP | $144 376 126 | 993 710 | 2,08% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $138 406 523 | 952 619 | 2,00% | Akcje |
| Balyasny Asset Management L.P. | $121 891 336 | 838 952 | 1,76% | Akcje |
| FIRST TRUST ADVISORS LP | $116 224 009 | 799 945 | 1,68% | Akcje |
| LOOMIS SAYLES & CO L P | $96 792 669 | 666 203 | 1,40% | Akcje |
| Pentwater Capital Management LP | $95 891 400 | 660 000 | 1,38% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $89 114 784 | 613 358 | 1,28% | Akcje |
| GOLDMAN SACHS GROUP INC | $87 899 445 | 604 993 | 1,27% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $84 561 395 | 582 018 | 1,22% | Akcje |
| NORGES BANK | $84 471 606 | 581 400 | 1,22% | Akcje |
| NORTHERN TRUST CORP | $82 283 249 | 566 338 | 1,19% | Akcje |
| MORGAN STANLEY | $77 641 668 | 534 389 | 1,12% | Akcje |
| Capital World Investors | $74 753 013 | 514 509 | 1,08% | Akcje |
| FRANKLIN RESOURCES INC | $63 909 004 | 439 872 | 0,92% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $60 174 822 | 414 173 | 0,87% | Akcje |
| Bank of New York Mellon Corp | $50 804 263 | 349 675 | 0,73% | Akcje |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $50 494 100 | 347 540 | 0,73% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $48 594 129 | 334 463 | 0,70% | Akcje |
| Magnetar Financial LLC | $45 950 433 | 316 267 | 0,66% | Akcje |
| OBERWEIS ASSET MANAGEMENT INC/ | $42 925 931 | 295 450 | 0,62% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $38 927 404 | 267 929 | 0,56% | Akcje |
| BANK OF AMERICA CORP /DE/ | $38 552 261 | 265 347 | 0,56% | Akcje |
| AQR Arbitrage LLC | $35 216 698 | 242 389 | 0,51% | Akcje |
| TIG Advisors, LLC | $34 835 457 | 239 765 | 0,50% | Akcje |
| Qube Research & Technologies Ltd | $33 870 441 | 233 123 | 0,49% | Akcje |
| JPMORGAN CHASE & CO | $31 670 346 | 216 760 | 0,46% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30 955 052 | 213 057 | 0,45% | Akcje |
| Select Equity Group, L.P. | $29 268 671 | 201 450 | 0,42% | Akcje |
| VAN ECK ASSOCIATES CORP | $28 553 553 | 196 528 | 0,41% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $28 369 907 | 195 264 | 0,41% | Akcje |
| Nuveen, LLC | $27 249 430 | 187 552 | 0,39% | Akcje |
| TCTC Holdings, LLC | $26 484 172 | 182 284 | 0,38% | Akcje |
| GABELLI FUNDS LLC | $26 438 131 | 181 968 | 0,38% | Akcje |
| Hudson Bay Capital Management LP | $25 425 750 | 175 000 | 0,37% | Akcje |
| WATER ISLAND CAPITAL LLC | $25 220 746 | 173 589 | 0,36% | Akcje |
| JANE STREET GROUP, LLC | $25 196 192 | 173 420 | 0,36% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $25 157 109 | 173 151 | 0,36% | Akcje |
| Public Sector Pension Investment Board | $24 508 970 | 168 690 | 0,35% | Akcje |
| SOROS FUND MANAGEMENT LLC | $22 519 950 | 155 000 | 0,32% | Akcje |
| GLENMEDE TRUST CO NA | $21 136 934 | 145 481 | 0,30% | Akcje |
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×6 zgłoszenia | 13 września 2019 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 21 insiderów · 9 dyrektorzy generalni · 12 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Rule Antonio Carrillo | President & CEO | 30 września 2026 A | 498 935 | 0 | 0 | $0 |
| Gail M Peck | Chief Financial Officer | 15 maja 2026 F | 85 692 | 0 | 0 | $0 |
| Scott C Beasley | CFO | 15 maja 2021 F | 40 735 | 0 | 0 | $0 |
| Reid S Essl | Group President | 25 sierpnia 2026 G | 93 264 | 0 | 0 | $0 |
| Kerry S Cole | Group President | 15 maja 2026 F | 27 487 | 0 | 0 | $0 |
| Jesse E. Collins Jr. | Group President | 3 kwietnia 2026 F | 17 333 | 0 | 0 | $0 |
| Eric D Hurst | VP Controller (PAO) | 25 sierpnia 2026 G | 3 119 | 0 | 0 | $0 |
| Bryan Stevenson | CLO & Asst Corp Sec. | 25 sierpnia 2026 G | 37 476 | 0 | 0 | $0 |
| Mary E Henderson | SVP, Corporate Administration | 2 marca 2023 A | 41 298 | 0 | 0 | $0 |
| John W Lindsay | Dyrektor | 30 września 2026 A | 19 931 | 0 | 0 | $0 |
| Kimberly S. Bowers | Dyrektor | 29 września 2026 J | 6 546 | 0 | 0 | $0 |
| Melanie Montague Trent | Dyrektor | 26 sierpnia 2026 G | 17 931 | 0 | 0 | $0 |
| Julie A Piggott | Dyrektor | 13 maja 2026 A | 9 413 | 0 | 0 | $0 |
| Jeffrey A Craig | Dyrektor | 13 maja 2026 A | 19 931 | 0 | 0 | $0 |
| Rhys J Best | Dyrektor | 13 maja 2026 A | 60 863 | 0 | 0 | $0 |
| Steven J. Demetriou | Dyrektor | 13 maja 2026 A | 12 611 | 0 | 0 | $0 |
| ALVARADO JOSEPH | Dyrektor | 13 maja 2026 A | 19 931 | 0 | 0 | $0 |
| Ronald J Gafford | Dyrektor | 28 marca 2024 A | 24 995 | 0 | 0 | $0 |
| Douglas L Rock | Dyrektor | 30 września 2022 A | 32 665 | 0 | 0 | $0 |
| David W Biegler | Dyrektor | 30 czerwca 2021 A | 33 753 | 0 | 0 | $0 |
| TRINITY INDUSTRIES INC | Posiadacz 10% | 1 listopada 2018 J | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 84 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 2,35% | 42 912 SH | 2 października 2026 | Dziennie |
| SRHQ · Elevation Series Trust | 1,51% | 22 010 NS | 31 lipca 2026 | N-PORT |
| IDV · iShares Trust | 1,06% | 4 286 768 SH | 11 września 2026 | Dziennie |
| EWQ · iShares, Inc. | 0,92% | 149 038 SH | 11 września 2026 | Dziennie |
| MNA · New York Life Investments ETF Trust | 0,82% | 14 120 NS | 31 lipca 2026 | N-PORT |
| ESSC · Strategy Shares | 0,67% | 1 666 NS | 31 lipca 2026 | N-PORT |
| EUFN · iShares Trust | 0,53% | 1 044 963 SH | 11 września 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,50% | 37 402 SH | 19 sierpnia 2026 | Dziennie |
| INTF · iShares Trust | 0,46% | 806 050 SH | 11 września 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,46% | 7 407 SH | 2 października 2026 | Dziennie |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,41% | 68 698 SH | 2 października 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,39% | 171 640 SH | 19 sierpnia 2026 | Dziennie |
| EBIT · Harbor ETF Trust | 0,38% | 314 NS | 31 lipca 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 14 243 NS | 31 lipca 2026 | N-PORT |
| IVLU · iShares Trust | 0,33% | 710 754 SH | 11 września 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,32% | 30 163 SH | 19 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,31% | 1 878 NS | 31 lipca 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,29% | 166 629 NS | 31 lipca 2026 | N-PORT |
| GLOF · iShares Trust | 0,29% | 27 207 SH | 11 września 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,28% | 37 504 SH | 19 sierpnia 2026 | Dziennie |
| ESGD · iShares Trust | 0,26% | 1 468 005 SH | 11 września 2026 | Dziennie |
| EZU · iShares, Inc. | 0,26% | 1 152 197 SH | 11 września 2026 | Dziennie |
| IWM · iShares Trust | 0,24% | 1 268 861 SH | 11 września 2026 | Dziennie |
| ISCG · iShares Trust | 0,23% | 15 184 SH | 11 września 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,22% | 286 474 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,19% | 37 377 SH | 11 września 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,18% | 184 096 NS | 31 lipca 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,18% | 23 954 SH | 2 października 2026 | Dziennie |
| EFV · iShares Trust | 0,18% | 2 593 945 SH | 11 września 2026 | Dziennie |
| IEV · iShares Trust | 0,17% | 130 891 SH | 11 września 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 26 466 NS | 31 lipca 2026 | N-PORT |
| IXG · iShares Trust | 0,15% | 49 217 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,15% | 161 106 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 21 004 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,15% | 714 711 SH | 19 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,14% | 141 437 SH | 11 września 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,13% | 16 035 SH | 19 sierpnia 2026 | Dziennie |
| IEUR · iShares Trust | 0,13% | 542 051 SH | 11 września 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 2 141 SH | 2 października 2026 | Dziennie |
| TEXN · iShares Trust | 0,12% | 151 SH | 11 września 2026 | Dziennie |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,11% | 2 179 461 SH | 19 sierpnia 2026 | Dziennie |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,10% | 1 033 693 SH | 19 sierpnia 2026 | Dziennie |
| FIDU · FIDELITY COVINGTON TRUST | 0,10% | 15 699 NS | 31 lipca 2026 | N-PORT |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,10% | 146 714 SH | 2 października 2026 | Dziennie |
| CRBN · iShares Trust | 0,09% | 48 987 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,09% | 1 126 018 SH | 19 sierpnia 2026 | Dziennie |
| VIS · VANGUARD WORLD FUND | 0,09% | 58 064 SH | 19 sierpnia 2026 | Dziennie |
| EFA · iShares Trust | 0,09% | 3 197 715 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 563 602 SH | 19 sierpnia 2026 | Dziennie |
| IEFA · iShares Trust | 0,08% | 7 169 347 SH | 11 września 2026 | Dziennie |
| IDEV · iShares Trust | 0,07% | 1 039 246 SH | 11 września 2026 | Dziennie |
| WSML · iShares Trust | 0,07% | 3 039 SH | 11 września 2026 | Dziennie |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,06% | 8 869 087 SH | 19 sierpnia 2026 | Dziennie |
| ACWX · iShares Trust | 0,06% | 321 206 SH | 11 września 2026 | Dziennie |
| VSGX · VANGUARD WORLD FUND | 0,05% | 183 451 SH | 19 sierpnia 2026 | Dziennie |
| IXUS · iShares Trust | 0,05% | 1 300 768 SH | 11 września 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,04% | 361 NS | 31 lipca 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0,04% | 13 363 909 SH | 19 sierpnia 2026 | Dziennie |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,04% | 2 119 669 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,04% | 1 437 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,04% | 40 148 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 105 314 NS | 31 lipca 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 773 809 SH | 19 sierpnia 2026 | Dziennie |
| TOK · iShares Trust | 0,02% | 2 516 SH | 11 września 2026 | Dziennie |
| ACWI · iShares Trust | 0,02% | 333 520 SH | 11 września 2026 | Dziennie |
| URTH · iShares, Inc. | 0,02% | 81 724 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,02% | 4 490 NS | 31 lipca 2026 | N-PORT |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 10 671 SH | 2 października 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 9 601 SH | 1 października 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,01% | 11 409 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 14 914 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 559 304 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 029 SH | 19 sierpnia 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,01% | 1 572 NS | 31 lipca 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 10 940 SH | 19 sierpnia 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 62 247 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 13 151 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,01% | 1 368 NS | 31 lipca 2026 | N-PORT |
| IJR · iShares Trust | · | 2 994 295 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 297 265 SH | 9 września 2026 | Dziennie |
| IJS · iShares Trust | · | 157 665 SH | 8 września 2026 | Dziennie |
| IWN · iShares Trust | · | 324 549 SH | 11 września 2026 | Dziennie |
| XJR · iShares Trust | · | 6 789 SH | 31 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 2 145 SH | 11 września 2026 | Dziennie |
ACA Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
ocena · 8 analityków
KUP
Średni cel
$150.00
+2,4%
1 12,5%
Mocne kupno
3 37,5%
Kup
4 50,0%
Trzymaj
0 0,0%
Sprzedaj
0 0,0%
Mocna sprzedaż
12-miesięczny cel cenowy
3 analityków · 2026-10-02Średnia cel $146.67 +0,1%
Teraz
Aktualna cena $146.50
Niski$140.00
Średnia$146.67
Wysoki$150.00
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| FLR | · | -127.8 | -5.0% | · | · | · |
| ECG | $4.36B | 21.7 | 31.5% | 5.4% | 35.3% | 12.1% |
| LGN | · | · | 21.5% | -2.3% | -30.5% | 21.0% |
| AGX | $4.84B | 35.6 | 8.1% | 14.6% | 32.2% | 20.5% |
| ROAD | · | 69.0 | 54.2% | 3.6% | 11.8% | 15.6% |
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Wybierz wskaźniki, które są dla Ciebie ważne — kliknij + obok dowolnego wiersza w sekcji Pełne dane fundamentalne powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Źródło: SEC 10-Q złożone Sie 5, 2026