BJRI BJ's Restaurants, Inc. - Common Stock
NASDAQ · Hotels, Restaurants & Leisure · Wyświetl na SEC EDGAR ↗ 10-K/10-Q Lip 31, 2026BJRI Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
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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.
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 ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | BJRI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 22.8średnia z 5 lat ≈9.3 | ≈9.3 | 40.3 | Niedowartościowany | |
| P/S (TTM) | 0.8średnia z 5 lat ≈0.6 | ≈0.6 | 0.7 | Zawyżona wycena | |
| P/B (MRQ) | 3.1średnia z 5 lat ≈2.2 | ≈2.2 | 2.6 | Zawyżona wycena | |
| Cena / FCF (TTM) | 17.4średnia z 5 lat ≈37.2 | ≈37.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 8.8średnia z 5 lat ≈9.7 | ≈9.7 | 7.6 | Wartość godziwa | |
| Cena / Wartość księgowa materialna (MRQ) | 3.1średnia z 5 lat ≈2.2 | ≈2.2 | · | · |
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 | BJRI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | 3.8%średnia z 5 lat ≈0.69% | ≈0.69% | 4.8% | Słaby | |
| Marża EBITDA (TTM) | 9.6%średnia z 5 lat ≈6.4% | ≈6.4% | 5.0% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 3.8%średnia z 5 lat ≈0.47% | ≈0.47% | 3.9% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 3.8%średnia z 5 lat ≈1.2% | ≈1.2% | 3.8% | Najwyższa półka | |
| ROA (TTM) | 5.5%średnia z 5 lat ≈1.7% | ≈1.7% | 3.3% | Najwyższa półka | |
| ROE (TTM) | 14.1%średnia z 5 lat ≈4.6% | ≈4.6% | 3.2% | Najwyższa półka | |
| ROIC | 13.1%średnia z 5 lat ≈5.6% | ≈5.6% | 8.4% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | BJRI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 0.3średnia z 5 lat ≈0.4 | ≈0.4 | 1.1 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.2średnia z 5 lat ≈0.3 | ≈0.3 | 0.3 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | BJRI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 3.1%średnia z 5 lat ≈13.3% | ≈13.3% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 2.9%średnia z 5 lat ≈10.1% | ≈10.1% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 12.4% | · | · | · | |
| EPS YoY | 208.6%średnia z 5 lat ≈192.1% | ≈192.1% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 192.5%średnia z 5 lat ≈186.6% | ≈186.6% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 133.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 128.8% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | BJRI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 1.4średnia z 5 lat ≈1.2 | ≈1.2 | 0.8 | Najwyższa półka | |
| Receivables Turnover (Rotacja należności) | 72.1średnia z 5 lat ≈56.3 | ≈56.3 | 63.5 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$62.9K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Mar 9, 2020 | $0,13 | USD | ≈2.0% |
| Lis 7, 2019 | $0,13 | USD | ≈1.2% |
| Sie 9, 2019 | $0,12 | USD | ≈1.3% |
| Maj 10, 2019 | $0,12 | USD | ≈0.95% |
| Mar 11, 2019 | $0,12 | USD | ≈0.96% |
| Lis 8, 2018 | $0,12 | USD | ≈0.68% |
| Sie 10, 2018 | $0,11 | USD | ≈0.69% |
| Maj 11, 2018 | $0,11 | USD | ≈0.61% |
| Mar 12, 2018 | $0,11 | USD | ≈0.50% |
| Lis 10, 2017 | $0,11 | USD | ≈0.35% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 29, 2026 | $0.94 | $0.91 | 3.5% |
| 31 marca 2026 | $0.57 | $0.60 | -5.2% | |
| 31 grudnia 2025 | $0.57 | $0.60 | -5.2% | |
| 30 września 2025 | $0.04 | $0.03 | 50.4% | |
| 30 czerwca 2025 | $0.97 | $0.74 | 31.6% | |
| 31 marca 2025 | $0.59 | $0.39 | 51.3% |
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 | 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
| 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
| 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
| 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
| 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
| 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 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $17.34 | $16.30 | $15.78 | $14.83 | $14.32 | · | · | $14.68 | $12.63 | $12.31 | $12.83 | $13.29 | |
| Revenue / Share | $61.85 | $57.11 | $55.73 | $54.26 | $46.87 | $36.79 | · | $51.75 | $47.39 | $40.98 | $35.06 | $29.86 | |
| Cash Flow / Share | $4.89 | $4.27 | $4.42 | $2.16 | $2.77 | $1.92 | · | $6.16 | $4.92 | $5.71 | $4.85 | $3.53 | |
| Cash / Share | $1.13 | $1.15 | $1.25 | $1.07 | $1.65 | · | · | $1.39 | $1.19 | $1.02 | $1.40 | $1.17 | |
| Dividend / Share | · | · | · | · | · | · | · | $0.45 | $0.11 | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | $0.49 | $0.45 | $0.11 | · | · | · | |
| EPS (TTM) | $2.16 | $0.70 | $0.82 | $0.17 | $-0.16 | $-2.74 | $2.20 | $2.35 | $2.06 | $1.88 | $1.73 | $0.97 |
Stopy Wzrostu
| 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)
| 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
| 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 | · | 21,893,000 | 22,220,000 | 22,683,000 | · | 23,111,000 | 23,309,000 | 23,318,000 | · | 23,542,000 | 23,539,000 | 23,481,000 | · | 23,427,000 | |
| Shares (Diluted) | 21,889,000 | 21,892,000 | · | 22,483,000 | 22,962,000 | 23,284,000 | · | 23,111,000 | 23,921,000 | 23,965,000 | · | 23,542,000 | 23,971,000 | 23,926,000 | · | 23,427,000 | |
| EBITDA | $39M | $33M | · | $18M | $40M | $33M | · | $16M | $31M | $26M | · | $15M | $28M | $20M | · | $12M |
Bilans
| 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
| 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
| 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
| 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
| 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 |
Na akcję
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.76 | $17.70 | · | $16.78 | $17.43 | $16.56 | · | $16.43 | $16.70 | $16.06 | · | $15.42 | $15.55 | $14.93 | · | $14.51 | |
| Revenue / Share | $17.77 | $16.36 | · | $14.68 | $15.92 | $14.94 | · | $14.09 | $14.63 | $14.08 | · | $13.54 | $14.59 | $14.26 | · | $13.29 | |
| Cash Flow / Share | · | $1.96 | · | · | · | $0.20 | · | · | · | $0.93 | · | · | · | $1.33 | · | · | |
| Cash / Share | $0.68 | $1.08 | · | $1.20 | $1.17 | $0.85 | · | $0.80 | $0.70 | $0.81 | · | $0.51 | $0.26 | $1.25 | · | $0.82 | |
| EPS (TTM) | $2.54 | $2.65 | · | $1.78 | $1.63 | $1.38 | · | $1.73 | $1.70 | $1.48 | · | $0.43 | $0.52 | $0.03 | · | $-0.19 |
Wycena (TTM)
| 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 | $1.46B | $1.44B | · | $1.39B | $1.39B | $1.37B | · | $1.41B | $1.40B | $1.40B | · | $1.42B | $1.42B | $1.40B | · | $1.23B | |
| Net Income TTM | $55M | $59M | · | $41M | $38M | $33M | · | $41M | $41M | $35M | · | $10M | $12M | $559.0K | · | $-5M | |
| Market Cap | $1.29B | $739M | · | $648M | $1.02B | $802M | · | $754M | $855M | $827M | · | $526M | $764M | $674M | · | $553M | |
| P/E | 23.9 | 13.2 | · | 17.2 | 28.1 | 25.9 | · | 19.0 | 21.7 | 23.9 | · | 52.2 | 62.4 | 955.0 | · | -124.6 | |
| P/S | 0.9 | 0.5 | · | 0.5 | 0.7 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | |
| 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 | · | · | |
| Dividend Yield | 0.00% | 0.00% | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.02% | |
| Earnings Yield | 4.2% | 7.5% | · | 5.8% | 3.6% | 3.9% | · | 5.2% | 4.6% | 4.2% | · | 1.9% | 1.6% | 0.10% | · | -0.80% | |
| Payout Ratio | · | · | · | · | · | 0.00% | · | · | · | 0.06% | · | · | · | 0.40% | · | · | |
| Annual Payout | $-11.0K | $-11.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | $84.0K |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 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 |
| Wskaźnik | 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 |
| Wskaźnik | 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $41M | $25M | $7M | $-27M | $22M |
Właściciele instytucjonalni (13F) 205 emitentów · $1.4B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 34 (-12 vs poprzedni kw.) | 31 (+7 vs poprzedni kw.) | 62 (-10 vs poprzedni kw.) | 68 (+20 vs poprzedni kw.) | +882K |
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. | $200 005 700 | 3 293 088 | 14,60% | Akcje |
| VANGUARD GROUP INC | $120 597 292 | 3 060 845 | 8,80% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $111 009 611 | 1 827 770 | 8,10% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $66 997 888 | 1 103 155 | 4,89% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $62 646 816 | 1 031 478 | 4,57% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $54 208 781 | 892 546 | 3,96% | Akcje |
| STATE STREET CORP | $48 461 186 | 797 912 | 3,54% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46 075 940 | 758 639 | 3,36% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $39 551 847 | 651 220 | 2,89% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $31 958 803 | 526 109 | 2,33% | Akcje |
| Woodline Partners LP | $31 552 561 | 519 512 | 2,30% | Akcje |
| EMERALD ADVISERS, LLC | $31 191 917 | 513 574 | 2,28% | Akcje |
| MARSHALL WACE, LLP | $31 180 424 | 513 427 | 2,28% | Akcje |
| FMR LLC | $25 793 170 | 424 684 | 1,88% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $25 595 490 | 421 429 | 1,87% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 780 075 | 375 073 | 1,66% | Akcje |
| MORGAN STANLEY | $21 944 396 | 361 313 | 1,60% | Akcje |
| GOLDMAN SACHS GROUP INC | $21 815 648 | 359 194 | 1,59% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $21 322 662 | 351 077 | 1,56% | Akcje |
| CRAMER ROSENTHAL MCGLYNN LLC | $21 175 622 | 348 656 | 1,55% | Akcje |
| EMERALD MUTUAL FUND ADVISERS TRUST | $19 591 471 | 322 573 | 1,43% | Akcje |
| Driehaus Capital Management LLC | $19 244 249 | 316 856 | 1,40% | Akcje |
| Balyasny Asset Management L.P. | $18 855 181 | 310 450 | 1,38% | Akcje |
| Nuveen, LLC | $16 422 566 | 270 397 | 1,20% | Akcje |
| Divisadero Street Capital Management, LP | $15 938 139 | 262 421 | 1,16% | Akcje |
| NORTHERN TRUST CORP | $14 393 101 | 236 982 | 1,05% | Akcje |
| UBS Group AG | $14 057 966 | 231 464 | 1,03% | Akcje |
| D. E. Shaw & Co., Inc. | $11 769 289 | 193 781 | 0,86% | Akcje |
| BANK OF AMERICA CORP /DE/ | $9 476 118 | 156 024 | 0,69% | Akcje |
| Rockefeller Capital Management L.P. | $9 164 730 | 150 897 | 0,67% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8 928 470 | 147 007 | 0,65% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $8 801 595 | 144 918 | 0,64% | Akcje |
| Meros Investment Management, LP | $8 715 047 | 143 493 | 0,64% | Akcje |
| Bank of New York Mellon Corp | $7 516 394 | 123 757 | 0,55% | Akcje |
| Invesco Ltd. | $7 270 769 | 119 713 | 0,53% | Akcje |
| BURNEY CO/ | $6 870 045 | 119 917 | 0,50% | Akcje |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $6 606 025 | 108 768 | 0,48% | Akcje |
| Hudson Bay Capital Management LP | $6 393 817 | 105 274 | 0,47% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $6 211 915 | 102 279 | 0,45% | Akcje |
| Empowered Funds, LLC | $5 891 720 | 97 007 | 0,43% | Akcje |
| Trexquant Investment LP | $5 830 621 | 96 001 | 0,43% | Akcje |
| JPMORGAN CHASE & CO | $5 434 101 | 91 514 | 0,40% | Akcje |
| Creative Planning | $4 886 256 | 80 452 | 0,36% | Akcje |
| Public Sector Pension Investment Board | $4 387 922 | 72 247 | 0,32% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $4 005 899 | 65 957 | 0,29% | Akcje |
| WELLS FARGO & COMPANY/MN | $3 507 840 | 57 756 | 0,26% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $3 386 280 | 55 755 | 0,25% | Akcje |
| FRANKLIN RESOURCES INC | $3 289 346 | 54 159 | 0,24% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $3 161 948 | 90 084 | 0,23% | Akcje |
| RHUMBLINE ADVISERS | $3 028 715 | 49 868 | 0,22% | Akcje |
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 | 14 maja 2001 | · | 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, Niezgłoszona osoba raportująca | 29 stycznia 2001 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| 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.
Insiderzy spółki 60 insiderów · 28 dyrektorzy generalni · 23 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Lyle Tick | CEO & President | 15 października 2026 F | 35 087 | 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 | 0 | $0 |
| 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 |
| Christopher W Brandt | Dyrektor | 15 października 2026 A | 2 326 | 0 | 0 | $0 |
| James D White | Dyrektor | 15 października 2026 A | 2 326 | 0 | 0 | $0 |
| Bradford C Richmond | Dyrektor | 3 września 2026 P | 36 500 | 7 | 0 | $218 574 |
| 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 |
| Kendra D Miller | · | 6 sierpnia 2026 M | 25 621 | 0 | 5 | $-2 347 183 |
| Gregory S Lynds | · | 6 sierpnia 2026 S | 24 770 | 0 | 4 | $-3 831 262 |
| Gregory Levin | · | 1 września 2024 F | 110 622 | 0 | 0 | $0 |
| Roger J King | · | 28 maja 2015 M | 0 | 0 | 0 | $0 |
| Sal Navarro | · | 2 sierpnia 2005 M | 0 | 0 | 0 | $0 |
| Michael Nahkunst | · | 28 marca 2005 M | 0 | 0 | 0 | $0 |
| Douglas C Mitchell | · | 18 marca 2004 S | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 48 funduszy 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 |
|---|---|---|---|---|
| PEJ · Invesco Exchange-Traded Fund Trust | 2,53% | 153 623 SH | 23 października 2026 | Dziennie |
| MYLD · Cambria ETF Trust | 1,17% | 5 863 NS | 31 lipca 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,54% | 2 151 SH | 23 października 2026 | Dziennie |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,29% | 135 672 SH | 23 października 2026 | Dziennie |
| IWC · iShares Trust | 0,27% | 65 643 SH | 11 września 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,09% | 30 134 SH | 23 października 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 38 353 SH | 23 października 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 3 810 SH | 23 października 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,08% | 3 365 SH | 23 października 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,08% | 24 528 SH | 19 sierpnia 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,08% | 162 383 NS | 31 lipca 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 73 363 SH | 19 sierpnia 2026 | Dziennie |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 16 004 NS | 31 lipca 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 | 11 września 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 14 374 SH | 19 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,04% | 52 034 NS | 31 lipca 2026 | N-PORT |
| RSSL · Global X Funds | 0,04% | 9 225 NS | 31 lipca 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 111 131 SH | 19 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,04% | 499 467 SH | 11 września 2026 | Dziennie |
| PKW · Invesco Exchange-Traded Fund Trust | 0,03% | 10 266 SH | 23 października 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,03% | 70 782 NS | 31 lipca 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 |
| ISCG · iShares Trust | 0,02% | 2 746 SH | 10 września 2026 | Dziennie |
| WSML · iShares Trust | 0,01% | 1 537 SH | 10 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,01% | 966 NS | 31 lipca 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 |
| DFAC · Dimensional ETF Trust | 0,01% | 58 051 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 18 497 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 054 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 772 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 716 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 859 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,00% | 6 196 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 5 139 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 630 779 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 642 SH | 19 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | · | 1 281 596 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 89 864 SH | 9 września 2026 | Dziennie |
| IJS · iShares Trust | · | 103 722 SH | 8 września 2026 | Dziennie |
| IWN · iShares Trust | · | 57 373 SH | 11 września 2026 | Dziennie |
| XJR · iShares Trust | · | 2 889 SH | 31 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 813 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 1 941 SH | 11 września 2026 | Dziennie |
BJRI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
7 analityków · 2026-10-24Średnia cel $74.71 +28,9%
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 |
|---|---|---|---|---|---|---|
| BJRI | $837M | 18.3 | 3.1% | 3.5% | 13.0% | · |
| JMKE | · | · | · | · | · | · |
| WING | $7.06B | 41.3 | 11.3% | 25.0% | -24.5% | · |
| SHAK | · | 74.5 | 15.4% | 3.2% | 9.2% | · |
| CBRL | $1.26B | 40.3 | -4.7% | 0.95% | 7.0% | · |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | · |
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | · |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | · |
| FWRG | $966M | 51.3 | 20.3% | 1.6% | 3.2% | · |
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | · |
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