BJRI BJ's Restaurants, Inc. - Common Stock
$67,01
Cena · Sie 24, 2026
Dane fundamentalne na dzień Lip 31, 2026
Zakres 52 tyg.
$28–$75
84% of range
Ocena Analityków
HOLD
16 analysts
Cena Docelowa
$75
+12% upside
P/E (TTM)
31.0
ROE
13.0%
Marża Zysku Netto
3.5%
O BJ's Restaurants, Inc. - Common Stock Przegląd firmy z Wikipedii
BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.
Czytaj więcej
BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.
History
BJ's was founded in 1978 by Jim Kozen and Leonard Allenstein. It first opened in Santa Ana, California, as BJ's Chicago Pizzeria. The original name was BJ Grunts, but due to a federal trademark conflict with RJ Grunts, a Chicago-based hamburger restaurant, the name was changed. Shortly after the opening of the first restaurant, Mike Phillips and Bill Cunningham bought 50% of the company for $14,000. Kozen and Allenstein left the group after the opening of the seventh store. Phillips and Cunningham sold the company to their accountants Paul Motenko and Jerry Hennessy in 1991.
Originally known as Chicago Pizza, the company went public in 1996, raising $9.4 million. The company then bought 26 Pietro's Pizza restaurants in March 1996 in a $2.8 million deal in cash and assumed debt, but then sold off seven of the locations with plans to convert the remaining Pietro's to what was then BJ's Pizza. During the same year, the company opened a microbrewery at its Brea restaurant.
Between 2010 and 2011, the National Retail Federation named it one of the 10 fastest-growing restaurants in the US based on year-over-year sales.
In 2013, BJ's produced a combined total of 60,000 barrels annually at their 11 brewery restaurants to serve their chain of 136 restaurants in 15 states. In 2010, the company's BJ's Hefelightzen was awarded a gold medal at the Great American Beer Festival. In 2021, Greg Levin was appointed to CEO. As of December 2022, BJ's operated 215 restaurants in 29 states.
Offerings
BJ's menu features pizza, beers, appetizers, entrees, pastas, sandwiches, salads, and desserts (including the signature Pizookie). Some locations feature microbreweries that supply beer to other locations in the chain.
Awards and recognition
At the 2006 Great American Beer Festival, BJ's Big Fish IPA achieved a gold medal within the American-style Strong Pale Ale classification. Its design draws inspiration from the Piranha Pale Ale, which secured a silver medal in 2002. In a similar vein, BJ's Jeremiah Red earned a silver medal in the strong ales category during the same festival in 1996. The Belgian-style wheat beer from BJ's has been honored with a Gold Medal by the North American Beer Awards.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
BJRI Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$67.01
Kapitalizacja Rynkowa
$1.41B
P/E (TTM)
31.0
EPS (TTM)
$2.16
Przychody (TTM)
$1.40B
Stopa dywidendy
0.00%
ROE
13.0%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$28 – $75
BJRI Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$1.40B
2018-01-02
→
2025-12-30
EPS
$2.16
2018-01-02
→
2025-12-30
Wolny przepływ pieniężny
$41M
2018-01-02
→
2025-12-30
Marże
3.5%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
BJRI
Mediana porównawcza
P/E (TTM)
31.0
33.6
P/S (TTM)
1.0
1.1
P/B
3.9
6.6
Price / FCF (Cena / FCF)
34.6
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
BJRI
Mediana porównawcza
Operating Margin (Marża Operacyjna)
3.3%
—
Net Profit Margin (Marża Zysku Netto)
3.5%
3.6%
ROA
4.8%
3.8%
ROE
13.0%
15.0%
ROIC
13.1%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
BJRI
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
0.4
1.0
Quick Ratio (Wskaźnik Szybkości)
0.2
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
BJRI
Mediana porównawcza
Revenue YoY (Przychody R/R)
3.1%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
2.9%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
12.4%
—
EPS YoY
208.6%
—
Net Income YoY (Zysk Netto R/R)
192.5%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
BJRI
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
0.00%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
0.00%
Wskaźnik Wypłaty Dywidendy
0.00%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 9 marca 2020 | $0,1300 |
| 7 listopada 2019 | $0,1300 |
| 9 sierpnia 2019 | $0,1200 |
| 10 maja 2019 | $0,1200 |
| 11 marca 2019 | $0,1200 |
| 8 listopada 2018 | $0,1200 |
| 10 sierpnia 2018 | $0,1100 |
| 11 maja 2018 | $0,1100 |
| 12 marca 2018 | $0,1100 |
| 10 listopada 2017 | $0,1100 |
BJRI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
16 analityków
- Mocne kupno 4 25,0%
- Kup 5 31,2%
- Trzymaj 7 43,8%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
8 analityków · 2026-08-21
Mediana
$75.00
Teraz
$67.01
Niski
$65.00
Wysoki
$82.00
Średni cel
$75.00
+11,9%
Średnia cel
$75.38
+12,5%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.07%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.94 | $0.91 | 0.03% |
| 31 marca 2026 | $0.57 | $0.60 | -0.03% |
| 31 grudnia 2025 | $0.57 | $0.60 | -0.03% |
| 30 września 2025 | $0.04 | $0.03 | 0.01% |
| 30 czerwca 2025 | $0.97 | $0.74 | 0.23% |
| 31 marca 2025 | $0.59 | $0.39 | 0.20% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| BJRI | $837M | 18.3 | 3.1% | 3.5% | 13.0% | — |
| CAKE | $2.50B | 16.5 | 4.8% | 4.0% | 33.7% | — |
| WING | $7.06B | 41.3 | 11.3% | 25.0% | -24.5% | — |
| SHAK | — | 74.5 | 15.4% | 3.2% | 9.2% | — |
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | — |
| CBRL | $1.31B | 28.7 | 0.37% | 1.3% | 10.1% | — |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | — |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | — |
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B | $779M | $1.16B | $1.12B | $1.03B | $993M | $920M | $846M | |
| Cost of Revenue | $353M | $351M | $347M | $350M | $288M | $196M | $295M | $282M | $269M | $251M | $227M | $213M | |
| SG&A Expense | $91M | $88M | $82M | $73M | $68M | $55M | $63M | $60M | $55M | $55M | $54M | $52M | |
| Operating Expenses | $1.35B | $1.34B | $1.32B | $1.29B | $1.10B | $865M | $1.11B | $1.06B | $994M | $931M | $857M | $810M | |
| Operating Income | $46M | $14M | $14M | $-5M | $-17M | $-86M | $49M | $58M | $38M | $62M | $63M | $35M | |
| Other Non-op | $6M | $-331.0K | $1M | $60.0K | $2M | $1M | $2M | $-735.0K | $2M | $1M | $60.0K | $1M | |
| Pretax Income | $47M | $8M | $10M | $-8M | $-19M | $-90M | $46M | $52M | $35M | $61M | $62M | $36M | |
| Income Tax | $-2M | $-8M | $-10M | $-12M | $-16M | $-32M | $1M | $1M | $-9M | $16M | $17M | $9M | |
| Net Income | $49M | $17M | $20M | $4M | $-4M | $-58M | $45M | $51M | $45M | $46M | $45M | $27M | |
| EPS (Basic) | $2.22 | $0.72 | $0.84 | $0.17 | $-0.16 | $-2.74 | $2.23 | $2.42 | $2.10 | $1.91 | $1.76 | $0.99 | |
| EPS (Diluted) | $2.16 | $0.70 | $0.82 | $0.17 | $-0.16 | $-2.74 | $2.20 | $2.35 | $2.06 | $1.88 | $1.73 | $0.97 | |
| Shares (Basic) | 21,980,000 | 23,132,000 | 23,452,000 | 23,405,000 | 23,191,000 | 21,162,000 | 20,285,000 | 20,958,000 | 21,374,000 | 23,824,000 | 25,718,000 | 27,710,000 | |
| Shares (Diluted) | 22,622,000 | 23,768,000 | 23,923,000 | 23,662,000 | 23,191,000 | 21,162,000 | 20,592,000 | 21,584,000 | 21,772,000 | 24,233,000 | 26,231,000 | 28,316,000 | |
| EBITDA | $123M | $87M | $85M | $65M | $56M | $-13M | · | $128M | $107M | $126M | $122M | $91M |
Bilans 25
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $26M | $29M | $25M | $39M | $52M | $22M | $29M | $24M | $23M | $35M | $31M | |
| Receivables | $18M | $20M | $19M | $29M | $29M | $24M | $22M | $31M | $14M | $15M | $25M | $19M | |
| Prepaid Expense | $20M | $20M | $21M | $17M | $12M | $9M | $9M | $8M | $12M | $11M | $7M | $9M | |
| Current Assets | $75M | $80M | $83M | $82M | $91M | $95M | $65M | $78M | $60M | $59M | $93M | $81M | |
| PP&E (Net) | $502M | $511M | $525M | $507M | $506M | $535M | $584M | $583M | $590M | $601M | $562M | $541M | |
| PP&E (Gross) | $1.43B | $1.39B | $1.34B | $1.27B | $1.21B | $1.18B | $1.15B | $1.09B | $1.05B | $983M | $887M | $807M | |
| Accum. Depreciation | $930M | $877M | $810M | $792M | $729M | $661M | $585M | $524M | $465M | $405M | $346M | $292M | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Intangibles | $129.0K | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $48M | $43M | $41M | $40M | $43M | $43M | $36M | $29M | $29M | $27M | $22M | $20M | |
| Total Assets | $1.02B | $1.04B | $1.06B | $1.05B | $1.04B | $1.06B | $1.07B | $695M | $684M | $691M | $682M | $647M | |
| Accounts Payable | $38M | $51M | $61M | $60M | $49M | $38M | $23M | $37M | $25M | $31M | $33M | $34M | |
| Accrued Liabilities | $105M | $105M | $101M | $97M | $112M | $103M | $103M | $114M | $97M | $95M | $84M | $73M | |
| Current Liabilities | $188M | $196M | $199M | $197M | $200M | $178M | $158M | $150M | $123M | $126M | $117M | $107M | |
| Capital Leases | $362M | $394M | $414M | $433M | $436M | $457M | $448M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $20M | $16M | $20M | $38M | $47M | $39M | |
| Other Non-current Liabilities | $15M | $14M | $11M | $11M | $15M | $14M | $12M | $35M | $33M | $21M | $20M | $18M | |
| Total Liabilities | $649M | $671M | $693M | $700M | $701M | $766M | $782M | $386M | $425M | $416M | $365M | $298M | |
| Long-term Debt | $85M | $66M | $68M | $60M | $50M | $117M | $143M | $95M | $164M | $148M | $100M | $58M | |
| Common Stock | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $7M | $94M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $54M | |
| Retained Earnings | $291M | $292M | $289M | $271M | $261M | $222M | $223M | $245M | $190M | $209M | $246M | $201M | |
| Stockholders' Equity | $366M | $370M | $366M | $346M | $334M | $294M | $290M | $309M | $259M | $275M | $316M | $349M | |
| Liabilities + Equity | $1.02B | $1.04B | $1.06B | $1.05B | $1.04B | $1.06B | $1.07B | $695M | $684M | $691M | $682M | $647M | |
| Shares Outstanding | 21,114,000 | 22,697,000 | 23,184,000 | 23,392,000 | 23,392,000 | 23,318,000 | 19,149,000 | 19,149,000 | 20,485,000 | 22,332,000 | 24,672,000 | 26,229,000 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $77M | $73M | $71M | $70M | $73M | $73M | $72M | $70M | $69M | $64M | $59M | $55M | |
| Stock-based Comp | $8M | $9M | $11M | $10M | $10M | $10M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Deferred Tax | $-5M | $-12M | $-12M | $-13M | $-19M | $-26M | $-3M | $-3M | $-16M | $7M | $5M | $4M | |
| Other Non-cash | $-18M | $16M | $16M | $-20M | $3M | $42M | · | $6M | $3M | $16M | $12M | $8M | |
| Operating Cash Flow | $111M | $101M | $106M | $51M | $64M | $41M | $116M | $133M | $107M | $138M | $127M | $100M | |
| CapEx | $70M | $77M | $99M | $79M | $42M | $43M | $82M | $61M | $71M | $109M | $86M | $88M | |
| Investing Cash Flow | $-70M | $-77M | $-99M | $-72M | $-42M | $-36M | $-78M | $-55M | $-53M | $-105M | · | · | |
| Stock Issued | · | · | · | · | $29M | $67M | · | · | · | · | · | · | |
| Stock Repurchased | $68M | $25M | $11M | $2M | · | $15M | $83M | $20M | $67M | $95M | $96M | $100M | |
| Net Stock Activity | $-68M | $-25M | $-11M | $-2M | $29M | $52M | · | $-20M | $-67M | $-95M | $-96M | $-100M | |
| Dividends Paid | $0 | $0 | $32.0K | $100.0K | $118.0K | $150.0K | $10M | $9M | $2M | · | · | · | |
| Financing Cash Flow | $-43M | $-28M | $-3M | $7M | $-35M | $24M | $-45M | $-73M | $-53M | $-45M | · | · | |
| Net Change in Cash | $-2M | $-3M | $4M | $-14M | $-13M | $29M | $-7M | $5M | $2M | $-12M | $4M | $8M | |
| Taxes Paid | $5M | $3M | $-729.0K | $543.0K | $389.0K | $1M | $5M | $10M | $5M | $7M | $12M | $5M | |
| Free Cash Flow | $41M | $25M | $7M | $-27M | $22M | $-3M | · | $72M | $36M | $29M | $41M | $12M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.3% | 1.0% | 1.0% | -0.43% | -1.5% | -11.1% | · | 5.1% | 3.7% | 6.2% | 6.9% | 4.2% | |
| Net Margin | 3.5% | 1.2% | 1.5% | 0.32% | -0.33% | -7.4% | · | 4.5% | 4.3% | 4.6% | 4.9% | 3.2% | |
| Pretax Margin | 3.4% | 0.61% | 0.76% | -0.65% | -1.8% | -11.6% | · | 4.7% | 3.4% | 6.2% | 6.8% | 4.3% | |
| EBITDA Margin | 8.8% | 6.4% | 6.4% | 5.1% | 5.2% | -1.7% | · | 11.5% | 10.3% | 12.7% | 13.3% | 10.7% | |
| ROA | 4.8% | 1.6% | 1.9% | 0.39% | -0.34% | -5.4% | · | 7.4% | 6.5% | 6.6% | 6.8% | 4.4% | |
| ROE | 13.0% | 4.5% | 5.4% | 1.2% | -1.1% | -19.2% | · | 16.4% | 16.8% | 15.4% | 13.6% | 7.3% | |
| ROIC | 13.1% | 7.7% | 7.3% | 0.78% | -0.93% | -18.9% | · | 18.2% | 18.5% | 16.7% | 14.5% | 7.7% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | 0.8 | 0.8 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.3 | 0.3 | 0.5 | 0.5 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.3 | 1.3 | 1.2 | 1.0 | 0.7 | · | 1.6 | 1.5 | 1.4 | 1.4 | 1.3 | |
| Receivables Turnover | 72.1 | 68.1 | 55.5 | 44.5 | 41.3 | 34.0 | · | 49.6 | 72.2 | 49.6 | 41.6 | 53.6 |
Stopy Wzrostu 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.1% | 1.8% | 3.8% | 18.1% | 39.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.9% | 7.7% | 19.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 208.6% | -14.6% | 382.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 133.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 192.5% | -15.1% | 382.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 128.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B | $779M | $1.16B | $1.12B | $1.03B | $993M | $920M | $846M | |
| Net Income TTM | $49M | $17M | $20M | $4M | $-4M | $-58M | $45M | $51M | $45M | $46M | $45M | $27M | |
| Market Cap | $837M | $798M | $818M | $626M | $832M | · | · | $1.06B | $753M | $853M | $1.10B | $1.32B | |
| P/E | 18.3 | 50.2 | 43.0 | 157.9 | -223.1 | -13.9 | 17.3 | 21.5 | 17.8 | 20.3 | 25.9 | 51.9 | |
| P/S | 0.6 | 0.6 | 0.6 | 0.5 | 0.8 | · | · | 1.0 | 0.7 | 0.9 | 1.2 | 1.6 | |
| P/B | 2.3 | 2.2 | 2.2 | 1.8 | 2.5 | · | · | 3.4 | 2.9 | 3.1 | 3.5 | 3.8 | |
| P / Tangible Book | 2.3 | 2.2 | 2.3 | 1.8 | 2.5 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.6 | 7.9 | 7.7 | 12.2 | 12.9 | · | · | 8.0 | 7.0 | 6.2 | 8.7 | 13.2 | |
| P / FCF | 20.5 | 32.5 | 118.1 | -22.8 | 37.7 | · | · | 14.8 | 20.7 | 29.4 | 26.8 | 110.7 | |
| Dividend Yield | 0.00% | 0.00% | 0.00% | 0.02% | 0.01% | · | · | 0.89% | 0.30% | · | · | · | |
| Earnings Yield | 5.5% | 2.0% | 2.3% | 0.63% | -0.45% | -7.2% | 5.8% | 4.7% | 5.6% | 4.9% | 3.9% | 1.9% | |
| Payout Ratio | 0.00% | 0.00% | 0.16% | 2.5% | -3.3% | -0.26% | · | 18.7% | 5.1% | · | · | · | |
| Annual Payout | $0 | $0 | $32.0K | $100.0K | $118.0K | $150.0K | $10M | $9M | $2M | · | · | · |
Rachunek zysków i strat 14
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $389M | $358M | $386M | $330M | $366M | $348M | $348M | $326M | $350M | $337M | $393M | $319M | $350M | $341M | $413M | $311M | |
| Cost of Revenue | $99M | $90M | $92M | $85M | $91M | $87M | $86M | $87M | $90M | $85M | $89M | $83M | $91M | $91M | $116M | $85M | |
| SG&A Expense | $26M | $22M | $26M | $22M | $22M | $22M | $28M | $21M | $21M | $23M | $28M | $19M | $21M | $20M | $21M | $19M | |
| Operating Expenses | $370M | $347M | $359M | $331M | $344M | $333M | $344M | $328M | $337M | $329M | $370M | $321M | $339M | $339M | $410M | $317M | |
| Operating Income | $18M | $11M | $27M | $-997.0K | $21M | $15M | $4M | $-3M | $13M | $8M | $23M | $-2M | $10M | $3M | $2M | $-5M | |
| Other Non-op | $1M | $-446.0K | $1M | $1M | $4M | $-61.0K | $-1M | $763.0K | $3M | $696.0K | $2M | $-3.0K | $622.0K | $196.0K | $10.0K | $57.0K | |
| Pretax Income | $19M | $9M | $28M | $-999.0K | $24M | $14M | $251.0K | $-3M | $15M | $8M | $22M | $-3M | $10M | $2M | $3M | $-6M | |
| Income Tax | $239.0K | $55.0K | $1M | $-1M | $1M | $167.0K | $-5M | $-260.0K | $-2M | $-180.0K | $3M | $401.0K | $-2M | $-2M | $4M | $-4M | |
| Net Income | $19M | $9M | $27M | $465.0K | $22M | $13M | $5M | $-3M | $17M | $8M | $20M | $-4M | $12M | $3M | $-2M | $-2M | |
| EPS (Basic) | $0.89 | $0.43 | $1.28 | $0.02 | $1.00 | $0.59 | $0.22 | $-0.13 | $0.74 | $0.33 | $0.84 | $-0.16 | $0.51 | $0.15 | $-0.07 | $-0.07 | |
| EPS (Diluted) | $0.86 | $0.41 | $1.25 | $0.02 | $0.97 | $0.58 | $0.21 | $-0.13 | $0.72 | $0.32 | $0.82 | $-0.16 | $0.50 | $0.15 | $-0.06 | $-0.07 | |
| Shares (Basic) | 21,042,000 | 21,157,000 | -47,758,000 | 21,893,000 | 22,220,000 | 22,683,000 | -47,430,000 | 23,111,000 | 23,309,000 | 23,318,000 | -46,786,000 | 23,542,000 | 23,539,000 | 23,481,000 | -46,509,000 | 23,427,000 | |
| Shares (Diluted) | 21,889,000 | 21,892,000 | -48,375,000 | 22,483,000 | 22,962,000 | 23,284,000 | -47,671,000 | 23,111,000 | 23,921,000 | 23,965,000 | -46,796,000 | 23,542,000 | 23,971,000 | 23,926,000 | -47,596,000 | 23,427,000 | |
| EBITDA | $39M | $33M | · | $18M | $40M | $33M | · | $16M | $31M | $26M | · | $15M | $28M | $20M | · | $12M |
Bilans 22
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14M | $23M | $24M | $25M | $26M | $19M | $26M | $18M | $16M | $19M | · | $12M | $6M | $29M | · | $19M | |
| Receivables | $17M | $15M | $18M | $16M | $18M | $16M | $20M | $18M | $16M | $15M | · | $18M | $33M | $20M | · | $20M | |
| Prepaid Expense | $10M | $10M | $20M | $17M | $16M | $16M | $20M | $16M | $15M | $18M | · | $16M | $15M | $16M | · | $11M | |
| Current Assets | $54M | $60M | $75M | $71M | $73M | $64M | $80M | $64M | $60M | $66M | · | $61M | $66M | $77M | · | $62M | |
| PP&E (Net) | $509M | $507M | $502M | $514M | $513M | $510M | $511M | $528M | $529M | $528M | · | $528M | $523M | $511M | · | $505M | |
| PP&E (Gross) | · | · | $1.43B | · | · | · | $1.39B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $930M | · | · | · | $877M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Intangibles | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $46M | $45M | $48M | $45M | $44M | $42M | $43M | $44M | $43M | $42M | · | $40M | $40M | $39M | · | $40M | |
| Total Assets | $992M | $999M | $1.02B | $1.02B | $1.03B | $1.02B | $1.04B | $1.04B | $1.04B | $1.04B | · | $1.04B | $1.04B | $1.04B | · | $1.02B | |
| Accounts Payable | $45M | $45M | $38M | $45M | $50M | $20M | $51M | $48M | $51M | $52M | · | $49M | $54M | $52M | · | $51M | |
| Accrued Liabilities | $99M | $104M | $105M | $105M | $97M | $108M | $105M | $103M | $89M | $102M | · | $102M | $98M | $106M | · | $94M | |
| Current Liabilities | $186M | $193M | $188M | $194M | $190M | $164M | $196M | $183M | $172M | $187M | · | $183M | $184M | $190M | · | $185M | |
| Capital Leases | $348M | $356M | $362M | $368M | $375M | $385M | $394M | $402M | $409M | $412M | · | $423M | $428M | $433M | · | $433M | |
| Other Non-current Liabilities | $16M | $15M | $15M | $15M | $14M | $13M | $14M | $14M | $13M | $13M | · | $11M | $11M | $10M | · | $11M | |
| Total Liabilities | $594M | $627M | $649M | $666M | $639M | $648M | $671M | $666M | $658M | $670M | · | $676M | $675M | $693M | · | $679M | |
| Long-term Debt | $44M | $62M | $85M | $90M | $60M | $86M | $66M | $66M | $64M | $58M | · | $60M | $53M | $60M | · | $50M | |
| Retained Earnings | $325M | $299M | $291M | $282M | $313M | $297M | $292M | $305M | $314M | $305M | · | $286M | $293M | $280M | · | $266M | |
| Stockholders' Equity | $397M | $373M | $366M | $356M | $387M | $371M | $370M | $376M | $386M | $375M | $366M | $361M | $366M | $351M | $346M | $339M | |
| Liabilities + Equity | $992M | $999M | $1.02B | $1.02B | $1.03B | $1.02B | $1.04B | $1.04B | $1.04B | $1.04B | · | $1.04B | $1.04B | $1.04B | · | $1.02B | |
| Shares Outstanding | 21,179,000 | 21,050,000 | 21,114,000 | 21,232,000 | 22,181,000 | 22,436,000 | 22,697,000 | 22,896,000 | 23,138,000 | 23,369,000 | · | 23,409,000 | 23,544,000 | 23,529,000 | · | 23,363,000 |
Przepływy pieniężne 13
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $23M | $22M | $19M | $19M | $18M | $20M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $16M | $17M | |
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $2M | $540.0K | $913.0K | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Other Non-cash | · | $9M | · | · | · | $-29M | · | · | · | $-6M | · | · | · | $8M | · | · | |
| Operating Cash Flow | $31M | $43M | $41M | $25M | $62M | $5M | $28M | $27M | $20M | $22M | $72M | $32M | $10M | $32M | $5M | $4M | |
| CapEx | $23M | $16M | $9M | $21M | $20M | $17M | $-5M | $20M | $19M | $22M | $48M | $29M | $26M | $27M | $53M | $20M | |
| Investing Cash Flow | $-25M | $-16M | $-9M | $-21M | $-20M | $-17M | $5M | $-20M | $-19M | $-22M | $-49M | $-29M | $-26M | $-27M | $-47M | $-20M | |
| Stock Repurchased | $2M | $5M | $51M | $33M | $15M | $14M | $21M | $8M | $9M | $0 | $9M | $4M | · | · | · | · | |
| Net Stock Activity | · | $-5M | · | · | · | $-14M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | · | · | $-11.0K | $0 | $0 | $0 | · | $2.0K | $4.0K | $5.0K | · | $6.0K | $6.0K | $14.0K | · | $15.0K | |
| Financing Cash Flow | $-15M | $-28M | $-24M | $-4M | $-35M | $5M | $-23M | $-5M | $-3M | $-11M | $100.0K | $3M | $-7M | $-512.0K | $20M | $-2M | |
| Net Change in Cash | $-8M | $-1M | $8M | $-533.0K | $7M | $-7M | $10M | $2M | $-3M | $-10M | $24M | $6M | $-23M | $4M | $-22M | $-19M | |
| Taxes Paid | · | · | $26.0K | $4M | $0 | $1M | $3M | $1M | $2M | $1M | $-1M | $61.0K | $343.0K | $2.0K | $157.0K | $24.0K | |
| Free Cash Flow | · | $27M | · | · | · | $-12M | · | · | · | $448.0K | · | · | · | $5M | · | · |
Rentowność 7
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.7% | 3.0% | · | -0.30% | 5.8% | 4.3% | · | -0.80% | 3.8% | 2.5% | · | -0.75% | 2.9% | 0.77% | · | -1.7% | |
| Net Margin | 4.8% | 2.5% | · | 0.14% | 6.1% | 3.9% | · | -0.90% | 4.9% | 2.3% | · | -1.2% | 3.4% | 1.0% | · | -0.53% | |
| Pretax Margin | 4.9% | 2.5% | · | -0.30% | 6.5% | 3.9% | · | -0.98% | 4.2% | 2.2% | · | -1.1% | 2.8% | 0.50% | · | -1.8% | |
| EBITDA Margin | 10.1% | 9.3% | · | 5.5% | 10.9% | 9.6% | · | 4.8% | 9.0% | 7.8% | · | 4.9% | 8.0% | 5.9% | · | 3.9% | |
| ROA | 1.9% | 0.89% | · | 0.05% | 2.1% | 1.3% | · | -0.28% | 1.7% | 0.74% | · | -0.37% | 1.1% | 0.34% | · | -0.16% | |
| ROE | 4.8% | 2.4% | · | 0.13% | 5.8% | 3.6% | · | -0.79% | 4.6% | 2.1% | · | -1.1% | 3.4% | 1.0% | · | -0.49% | |
| ROIC | 4.6% | 2.8% | · | 0.13% | 5.1% | 4.0% | · | -0.64% | 4.0% | 2.2% | · | -0.74% | 3.4% | 1.5% | · | -0.43% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.3 | |
| Quick Ratio | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 |
Efektywność 2
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 22.5 | 23.1 | · | 19.7 | 21.8 | 22.1 | · | 18.2 | 14.4 | 19.3 | · | 16.7 | 12.5 | 15.5 | · | 14.1 |
Wycena (TTM) 11
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.44B | $1.40B | · | $1.37B | $1.39B | $1.36B | · | $1.33B | $1.36B | $1.35B | · | $1.32B | $1.33B | $1.28B | · | $1.22B | |
| Net Income TTM | $50M | $45M | · | $33M | $50M | $35M | · | $18M | $33M | $19M | · | $10M | $14M | $4M | · | $-2M | |
| Market Cap | $1.29B | $739M | · | $648M | $1.02B | $802M | · | $754M | $855M | $827M | · | $526M | $764M | $674M | · | $553M | |
| P/E | 26.9 | 17.7 | · | 21.2 | 21.4 | 24.0 | · | 43.9 | 26.8 | 43.7 | · | 53.5 | 55.0 | 191.0 | · | -263.1 | |
| P/S | 0.9 | 0.5 | · | 0.5 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.4 | 0.6 | 0.5 | · | 0.5 | |
| P/B | 3.2 | 2.0 | · | 1.8 | 2.6 | 2.2 | · | 2.0 | 2.2 | 2.2 | · | 1.5 | 2.1 | 1.9 | · | 1.6 | |
| P / Tangible Book | 3.3 | 2.0 | · | 1.8 | 2.7 | 2.2 | · | 2.0 | 2.2 | 2.2 | · | 1.5 | 2.1 | 1.9 | · | 1.7 | |
| P / Cash Flow | · | 17.2 | · | · | · | 173.5 | · | · | · | 37.0 | · | · | · | 21.1 | · | · | |
| P / FCF | · | 27.2 | · | · | · | -66.5 | · | · | · | 1846.6 | · | · | · | 136.7 | · | · | |
| Earnings Yield | 3.7% | 5.6% | · | 4.7% | 4.7% | 4.2% | · | 2.3% | 3.7% | 2.3% | · | 1.9% | 1.8% | 0.52% | · | -0.38% | |
| Payout Ratio | · | · | · | · | · | 0.00% | · | · | · | 0.06% | · | · | · | 0.40% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Przychody | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B |
| Marża Operacyjna % | 3.3% | 1.0% | 1.0% | -0.43% | -1.5% |
| Zysk netto | $49M | $17M | $20M | $4M | $-4M |
| Rozwodniony EPS | $2.16 | $0.70 | $0.82 | $0.17 | $-0.16 |
Bilans
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 |
| Wskaźnik Szybkości | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 |
Przepływy pieniężne
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $41M | $25M | $7M | $-27M | $22M |
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 205 emitentów · $859.2M łącznie · Na dzień 30 czerwca 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.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 35 (-10 vs poprzedni kw.) | 31 (+7 vs poprzedni kw.) | 57 (-11 vs poprzedni kw.) | 65 (+18 vs poprzedni kw.) | -465K |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $111 009 611 | 1 827 770 | 12,92% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $64 011 714 | 1 053 951 | 7,45% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $62 646 816 | 1 031 478 | 7,29% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $54 208 781 | 892 546 | 6,31% | Akcje |
| STATE STREET CORP | $48 461 186 | 797 912 | 5,64% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46 075 940 | 758 639 | 5,36% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $39 374 440 | 648 299 | 4,58% | Akcje |
| Woodline Partners LP | $31 552 561 | 519 512 | 3,67% | Akcje |
| EMERALD ADVISERS, LLC | $31 191 917 | 513 574 | 3,63% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $27 358 674 | 450 368 | 3,18% | Akcje |
| FMR LLC | $25 783 708 | 424 528 | 3,00% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $25 595 490 | 421 429 | 2,98% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 780 075 | 375 073 | 2,65% | Akcje |
| CRAMER ROSENTHAL MCGLYNN LLC | $21 175 622 | 348 656 | 2,46% | Akcje |
| EMERALD MUTUAL FUND ADVISERS TRUST | $19 591 471 | 322 573 | 2,28% | Akcje |
| Driehaus Capital Management LLC | $19 244 249 | 316 856 | 2,24% | Akcje |
| Balyasny Asset Management L.P. | $18 855 181 | 310 450 | 2,19% | Akcje |
| Divisadero Street Capital Management, LP | $15 938 139 | 262 421 | 1,85% | Akcje |
| GOLDMAN SACHS GROUP INC | $9 090 147 | 149 669 | 1,06% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8 928 470 | 147 007 | 1,04% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $8 801 595 | 144 918 | 1,02% | Akcje |
| Meros Investment Management, LP | $8 715 047 | 143 493 | 1,01% | Akcje |
| Rockefeller Capital Management L.P. | $8 306 726 | 136 770 | 0,97% | Akcje |
| BURNEY CO/ | $7 668 888 | 126 268 | 0,89% | Akcje |
| Hudson Bay Capital Management LP | $6 393 817 | 105 274 | 0,74% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $6 142 191 | 101 131 | 0,71% | Akcje |
| Empowered Funds, LLC | $5 891 720 | 97 007 | 0,69% | Akcje |
| Trexquant Investment LP | $5 830 621 | 96 001 | 0,68% | Akcje |
| VANGUARD GROUP INC | $5 446 695 | 138 241 | 0,63% | Akcje |
| Public Sector Pension Investment Board | $4 387 922 | 72 247 | 0,51% | Akcje |
| Bank of New York Mellon Corp | $3 929 555 | 64 700 | 0,46% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $3 386 280 | 55 755 | 0,39% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $3 161 948 | 90 084 | 0,37% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $3 123 297 | 51 425 | 0,36% | Akcje |
| RHUMBLINE ADVISERS | $3 028 715 | 49 868 | 0,35% | Akcje |
| BlackRock, Inc. | $2 497 302 | 41 118 | 0,29% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 421 730 | 39 877 | 0,28% | Akcje |
| Fisher Asset Management, LLC | $2 315 096 | 38 118 | 0,27% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $2 218 467 | 36 527 | 0,26% | Akcje |
| AMERIPRISE FINANCIAL INC | $2 083 757 | 34 309 | 0,24% | Akcje |
| Swiss National Bank | $2 028 549 | 33 400 | 0,24% | Akcje |
| MARSHALL WACE, LLP | $1 947 490 | 32 068 | 0,23% | Akcje |
| Legal & General Group Plc | $1 947 407 | 32 064 | 0,23% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 712 727 | 28 200 | 0,20% | Akcje |
| MARTINGALE ASSET MANAGEMENT L P | $1 689 284 | 27 814 | 0,20% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 550 504 | 25 529 | 0,18% | Akcje |
| Polymer Capital Management (US) LLC | $1 529 550 | 25 184 | 0,18% | Akcje |
| Blueshift Asset Management, LLC | $1 505 013 | 24 780 | 0,18% | Akcje |
| Vestmark Advisory Solutions, Inc. | $1 480 782 | 24 381 | 0,17% | Akcje |
| Quantinno Capital Management LP | $1 463 957 | 24 104 | 0,17% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 457 822 | 24 003 | 0,17% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $1 427 273 | 23 500 | 0,17% | Akcje |
| CIBC WORLD MARKETS CORP | $1 313 399 | 33 335 | 0,15% | Akcje |
| NOMURA HOLDINGS INC | $1 286 914 | 21 189 | 0,15% | Akcje |
| VARCOV Co. | $1 257 579 | 20 706 | 0,15% | Akcje |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1 232 921 | 20 300 | 0,14% | Akcje |
| MORGAN STANLEY | $1 225 754 | 20 182 | 0,14% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $1 220 227 | 20 091 | 0,14% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 154 208 | 19 004 | 0,13% | Akcje |
| D. E. Shaw & Co., Inc. | $1 153 904 | 18 999 | 0,13% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 117 616 | 18 400 | 0,13% | Opcja kupna |
| Engineers Gate Manager LP | $1 047 071 | 17 240 | 0,12% | Akcje |
| Horizon Investments, LLC | $1 041 752 | 17 151 | 0,12% | Akcje |
| Aquatic Capital Management LLC | $1 002 310 | 16 503 | 0,12% | Akcje |
| ARMISTICE CAPITAL, LLC | $951 475 | 15 666 | 0,11% | Akcje |
| WELLS FARGO & COMPANY/MN | $925 237 | 15 234 | 0,11% | Akcje |
| WINTON GROUP Ltd | $746 494 | 12 291 | 0,09% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $721 653 | 11 882 | 0,08% | Akcje |
| MetLife Investment Management, LLC | $694 140 | 11 429 | 0,08% | Akcje |
| XTX Topco Ltd | $692 986 | 11 410 | 0,08% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $692 769 | 19 737 | 0,08% | Akcje |
| Nuveen, LLC | $668 692 | 11 010 | 0,08% | Akcje |
| Illinois Municipal Retirement Fund | $663 226 | 10 920 | 0,08% | Akcje |
| BARCLAYS PLC | $659 157 | 10 853 | 0,08% | Akcje |
| CITADEL ADVISORS LLC | $628 425 | 10 347 | 0,07% | Akcje |
| Verition Fund Management LLC | $625 206 | 10 294 | 0,07% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $590 283 | 9 719 | 0,07% | Akcje |
| Louisiana State Employees Retirement System | $558 762 | 9 200 | 0,07% | Akcje |
| State of Tennessee, Department of Treasury | $552 628 | 9 099 | 0,06% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $540 299 | 8 896 | 0,06% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $534 468 | 8 800 | 0,06% | Akcje |
| LPL Financial LLC | $526 754 | 8 673 | 0,06% | Akcje |
| JANE STREET GROUP, LLC | $522 321 | 8 600 | 0,06% | Opcja kupna |
| Vanguard Global Advisers, LLC | $509 749 | 8 393 | 0,06% | Akcje |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $486 852 | 8 016 | 0,06% | Akcje |
| CITADEL ADVISORS LLC | $485 880 | 8 000 | 0,06% | Opcja sprzedaży |
| Invesco Ltd. | $466 566 | 7 682 | 0,05% | Akcje |
| TWO SIGMA ADVISERS, LP | $449 160 | 11 400 | 0,05% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $436 685 | 7 190 | 0,05% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $419 132 | 6 901 | 0,05% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $418 586 | 10 624 | 0,05% | Akcje |
| CITADEL ADVISORS LLC | $394 778 | 6 500 | 0,05% | Opcja kupna |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $394 717 | 6 499 | 0,05% | Akcje |
| State of Wyoming | $392 591 | 6 464 | 0,05% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $378 561 | 6 233 | 0,04% | Akcje |
| Somerset Trust Co | $359 126 | 5 913 | 0,04% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $348 376 | 5 736 | 0,04% | Akcje |
| Sanctuary Advisors, LLC | $316 915 | 5 218 | 0,04% | Akcje |
| UBS Group AG | $310 356 | 5 110 | 0,04% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $305 679 | 5 033 | 0,04% | Akcje |
Insiderzy spółki 58 insiderów · 28 dyrektorzy generalni · 20 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Lyle Tick | CEO & President | 28 lipca 2026 F | 36 575 | 0 | 0 | $0 |
| Joshua Todd Wilson | EVP & Chief Financial Officer | 15 stycznia 2026 A | 12 789 | 0 | 0 | $0 |
| Thomas Houdek | CFO | 15 stycznia 2025 A | 18 470 | 0 | 0 | $0 |
| Louis M. Mucci | Chief Financial Officer | 8 sierpnia 2005 M | 0 | 0 | 0 | $0 |
| Christopher P Pinsak | EVP & Chief Operating Officer | 18 lutego 2026 F | 17 144 | 0 | 0 | $0 |
| Birju Prakash Amin | EVP & Chief Technology Officer | 15 lipca 2026 A | 3 010 | 0 | 0 | $0 |
| Monika Saxena | EVP & Brand President | 15 lipca 2026 A | 4 300 | 0 | 0 | $0 |
| Allison Van Ashley | Sr. Vice President Accounting | 15 lipca 2026 A | 2 580 | 0 | 0 | $0 |
| Thomas Michael Kowalski | Chief Supply Chain Officer | 15 lipca 2026 F | 8 066 | 0 | 0 | $0 |
| Jennifer Anne Jaffe | EVP & Chief People Officer | 15 lipca 2026 F | 10 611 | 0 | 0 | $0 |
| Brian S Krakower | EVP & Chief Info. Officer | 18 czerwca 2026 M | 4 721 | 0 | 6 | $-975 979 |
| Heidi Rogers | SVP & Chief Marketing Officer | 12 czerwca 2026 M | 9 265 | 0 | 1 | $-164 419 |
| Alex Puchner | Sr. Vice President Brewing Ops | 18 lutego 2026 F | 15 785 | 0 | 1 | $-62 023 |
| Jacob Guild | Sr VP & CAO | 19 sierpnia 2025 S | 3 803 | 0 | 0 | $0 |
| Putnam Shin | Chief Growth & Innovation | 15 stycznia 2025 F | 15 158 | 0 | 0 | $0 |
| Amy B Krallman | EVP & Chief People Officer | 15 stycznia 2025 F | 11 284 | 0 | 0 | $0 |
| Kevin E. Mayer | ExecVP/Chief Marketing Officer | 9 lutego 2022 F | 8 584 | 0 | 0 | $0 |
| Lon Ledwith | Executive VP, Operations | 9 lutego 2022 F | 17 764 | 0 | 0 | $0 |
| John D Allegretto | Chief Supply Chain Officer | 11 marca 2016 M | 0 | 0 | 0 | $0 |
| Wayne L. Jones | Exec VP,Chief Rest. Ops Ofcer | 6 listopada 2014 M | 0 | 0 | 0 | $0 |
| Matthew D Hood | Chief Marketing Officer | 4 stycznia 2014 F | 15 986 | 0 | 0 | $0 |
| John A Johnson | Chief Information Officer | 4 stycznia 2013 F | 3 829 | 0 | 0 | $0 |
| Matthew J. Kimble | Chief Human Resources Officer | 4 maja 2010 S | 11 548 | 0 | 0 | $0 |
| MOTENKO PAUL A | VP | 27 sierpnia 2008 M | 193 678 | 0 | 0 | $0 |
| Jeremiah J Hennessy | VP | 27 sierpnia 2008 M | 173 828 | 0 | 0 | $0 |
| Thomas F Norton | Chief Human Resources Officer | 2 stycznia 2008 A | 0 | 0 | 0 | $0 |
| Dean Gerrie | Chief Design Officer | 26 lutego 2007 M | 21 775 | 0 | 0 | $0 |
| William J Streitberger | Chief Human Resource Officer | 22 lutego 2005 A | — | 0 | 0 | $0 |
| Julius Robinson | Dyrektor | 18 czerwca 2026 A | 17 838 | 0 | 0 | $0 |
| Bina Chaurasia | Dyrektor | 18 czerwca 2026 A | 20 999 | 0 | 0 | $0 |
| Janet Sherlock | Dyrektor | 18 czerwca 2026 A | 26 199 | 0 | 0 | $0 |
| Lea Anne Ottinger | Dyrektor | 18 czerwca 2026 M | 44 134 | 0 | 1 | $-149 372 |
| DAL POZZO JAMES | Dyrektor | 18 czerwca 2026 A | 30 092 | 0 | 0 | $0 |
| Greg Trojan | Dyrektor | 19 czerwca 2025 A | 22 643 | 0 | 0 | $0 |
| Larry D Bouts | Dyrektor | 15 stycznia 2024 A | 31 627 | 0 | 0 | $0 |
| Gerald W Deitchle | Dyrektor | 15 stycznia 2024 F | 14 887 | 0 | 0 | $0 |
| Peter A Bassi | Dyrektor | 15 stycznia 2024 A | 24 083 | 0 | 0 | $0 |
| Keith Pascal | Dyrektor | 15 stycznia 2023 A | 13 265 | 0 | 0 | $0 |
| Patrick Walsh | Dyrektor | 15 stycznia 2022 A | 43 077 | 0 | 0 | $0 |
| Wesley A. Nichols | Dyrektor | 15 stycznia 2018 A | 7 679 | 0 | 0 | $0 |
| Mark Allen Mceachen | Dyrektor | 15 stycznia 2016 A | 3 465 | 0 | 0 | $0 |
| William L. Hyde | Dyrektor | 30 stycznia 2014 M | 17 000 | 0 | 0 | $0 |
| John F Grundhofer | Dyrektor | 15 stycznia 2014 A | 2 511 | 0 | 0 | $0 |
| Henry Gomez | Dyrektor | 15 stycznia 2013 A | 0 | 0 | 0 | $0 |
| Shann Brassfield | Dyrektor | 11 marca 2010 M | 0 | 0 | 0 | $0 |
| Steven C Leonard | Dyrektor | 8 października 2004 M | 0 | 0 | 0 | $0 |
| Luxor Capital Group, LP | Posiadacz 10% | 7 marca 2016 S | — | 0 | 0 | $0 |
| William H Tilley | Posiadacz 10% | 27 grudnia 2012 G | 120 000 | 0 | 0 | $0 |
| Jerry Brassfield | Posiadacz 10% | 30 marca 2009 X | 769 466 | 0 | 0 | $0 |
| Noah A. Elbogen | — | 10 sierpnia 2026 S | 71 655 | 0 | 3 | $-973 458 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 15 akcji
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 |
|---|---|---|---|---|---|
| BJ's Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×6 zgłoszenia | 5 sierpnia 2026 | 1,60% | Aneks | — | SEC |
| PW Partners Atlas Fund IV LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners, LLC, PW Partners Capital Management LLC, Walsh Patrick ×3 zgłoszenia | 1 lipca 2026 | 2,60% | Aneks | — | SEC |
| Fund 1 Investments, LLC ×10 zgłoszenia | 29 kwietnia 2025 | 4,69% | Aneks | — | SEC |
| BJ’s Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×3 zgłoszenia | 20 kwietnia 2023 | — | Pierwotne zgłoszenie | — | SEC |
| Luxor Capital Partners, LP, Luxor Wavefront, LP, Luxor Capital Partners Offshore Master Fund, LP, Luxor Capital Partners Offshore, Ltd., Thebes Offshore Master Fund, LP, Thebes Partners Offshore, Ltd., LCG Holdings, LLC, Luxor Capital Group, LP, Luxor Management, LLC, Christian Leone ×5 zgłoszenia | 9 marca 2016 | — | Pierwotne zgłoszenie | — | SEC |
| PW Partners Atlas Fund II LP, PW Partners Atlas Fund III LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners Master Fund (QP) LP, PW Partners, LLC, PW Partners Capital Management LLC, Patrick Walsh ×10 zgłoszenia | 29 lutego 2016 | — | Pierwotne zgłoszenie | — | SEC |
| The Jacmar Companies, William Tilley Marital Trust, James A. Dal Pozzo ×3 zgłoszenia | 8 września 2015 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| BJ Chicago, LLC, The Jacmar Companies, William H. Tilley, James A. Dal Pozzo | 10 maja 2005 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Golden Resorts, Inc., Jerry G. Brassfield, Shann M. Brassfield | 9 maja 2005 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| BJ Chicago, LLC IRS No., Golden Resorts, Inc. IRS No., The Jacmar Companies IRS No., William H. Tilley (2), James A. Dal Pozzo (2), Jerry G. Brassfield (2), Shann M. Brassfield (2) ×3 zgłoszenia | 22 stycznia 2004 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 14 maja 2001 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca | 14 maja 2001 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca | 29 stycznia 2001 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 29 stycznia 2001 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 25 stycznia 2001 | — | 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.
Posiadanie ETF-ów Posiadane przez 63 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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0,97% | 7 473 NS | 30 kwietnia 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,53% | 1 956 SH | 21 sierpnia 2026 | Dziennie |
| IWC · iShares Trust | 0,28% | 66 679 SH | 21 sierpnia 2026 | Dziennie |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,15% | 841 704 NS | 31 maja 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 37 798 SH | 21 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 44 664 SH | 21 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 3 824 SH | 21 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,08% | 3 279 SH | 21 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,08% | 24 528 SH | 19 sierpnia 2026 | Dziennie |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 45 878 NS | 31 maja 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 73 363 SH | 19 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 13 359 NS | 31 maja 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 11 258 SH | 19 sierpnia 2026 | Dziennie |
| VCR · VANGUARD WORLD FUND | 0,06% | 64 243 SH | 19 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,05% | 125 860 SH | 21 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 14 374 SH | 19 sierpnia 2026 | Dziennie |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 93 111 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 163 691 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,04% | 252 NS | 31 maja 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 111 131 SH | 19 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,04% | 496 798 SH | 21 sierpnia 2026 | Dziennie |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 10 491 SH | 21 sierpnia 2026 | Dziennie |
| FDIS · FIDELITY COVINGTON TRUST | 0,04% | 17 626 NS | 30 kwietnia 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 55 965 NS | 30 kwietnia 2026 | N-PORT |
| IWN · iShares Trust | 0,03% | 57 329 SH | 20 sierpnia 2026 | Dziennie |
| RB · ProShares Trust | 0,02% | 6 NS | 31 maja 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 899 NS | 31 maja 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8 301 NS | 30 kwietnia 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 3 061 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 102 856 NS | 31 maja 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 131 325 SH | 19 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5 156 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,02% | 69 650 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 813 SH | 20 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,02% | 1 941 SH | 20 sierpnia 2026 | Dziennie |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,02% | 962 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 2 737 SH | 21 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,01% | 1 521 SH | 20 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,01% | 703 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 241 340 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,01% | 459 192 SH | 19 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 145 373 SH | 19 sierpnia 2026 | Dziennie |
| URTY · ProShares Trust | 0,01% | 711 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 645 NS | 30 kwietnia 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 16 995 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 58 685 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 803 NS | 31 maja 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 18 527 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 18 NS | 31 maja 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 973 NS | 31 maja 2026 | N-PORT |