BWXT BWX Technologies, Inc. Common Stock
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BWX Technologies, Inc. is an American company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
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BWX Technologies, Inc. is an American company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
Overview
On July 1, 2015, BWX Technologies Inc. began trading separately from its former subsidiary Babcock & Wilcox Enterprises Inc. after a spinoff. Sandy Baker became CEO and Fees became chairman. The company had 2,500 employees in Lynchburg and 4,500 in total.
After Babcock & Wilcox emerged from bankruptcy in 2006, that company and BWX Technologies (both subsidiaries of McDermott International, Inc.) consolidated operations as The Babcock & Wilcox Companies headed by President John Fees.
Before a move to Charlotte, North Carolina, it was headquartered in Lynchburg, Virginia, with offices in the downtown district of the city.
Business units
BWXT mPower, Inc.
BWXT announced in 2009 plans to design, develop, license and deploy a small modular nuclear reactor (SMR) called the BWXT mPower reactor. The passively safe reactor would have had an output of 180 megawatts (electric) and was one of several SMRs investigated by U.S. engineering firms. The mPower reactor featured a fully underground containment structure.
BWXT mPower, Inc. was formed in 2012 to design, develop, license, and deploy the B&W mPower reactor, a small modular nuclear reactor. The BWXT mPower reactor – no longer in development as of 2017 – was a scalable, modular reactor with the capacity to provide output in increments of 180 MWe for a four-year operating cycle without refueling. The business unit was headquartered in Charlotte, NC.
The reactor design was an integral Pressurized Water Reactor (iPWR) system in which the nuclear core and steam generators were contained within a single vessel.
B&W and engineering and construction firm Bechtel maintained an alliance called Generation mPower LLC to produce modular nuclear power plants using the BWXT mPower reactor until the project was terminated in 2017.
More than two dozen utilities belonged to the Generation mPower Industry Advisory Council and provided review, insights and feedback regarding licensing and design activities for the BWXT mPower reactor. In 2013 the Tennessee Valley Authority signed a letter of intent to potentially build plants utilizing BWXT mPower reactors.
BWXT Nuclear Energy, Inc.
BWXT Nuclear Energy, Inc. (BWXT NE) manufactures nuclear components and provides engineering, design, construction, inspection and repair services. It was formed in 2010, named Babcock & Wilcox Nuclear Energy, by the merger of two business units, Nuclear Power Generation Group and Modular Nuclear Energy. This company was later renamed BWXT NE following the July 2015 spin-off of Babcock & Wilcox. BWXT is the only North American company to continuously manufacture nuclear steam generators for the commercial nuclear power industry since the 1950s. BWXT NE's headquarters are located in Charlotte, NC.
BWXT Nuclear Operations Group, Inc.
BWXT Nuclear Operations Group, Inc. (BWXT NOG) specializes in the design and manufacture of components for the U.S. government.
BWXT NOG's headquarters are located in Lynchburg. BWXT NOG has four operating locations throughout the United States. BWXT NOG's Barberton, Ohio, and Mount Vernon, Indiana, locations specialize in the design and manufacture of large, heavy components. BWXT NOG facilities in Lynchburg, Virginia, and Euclid, Ohio, design and supply components for United States government programs.
Nuclear Fuel Services, Inc. (NFS) is a subsidiary of BWXT NOG, located in Erwin, Tennessee.
BWXT Technical Services Group, Inc.
BWXT Technical Services Group, Inc. (BWXT TSG) manages complex, high-consequence nuclear and national security operations, including nuclear production facilities. BWXT TSG manages the nation's Strategic Petroleum Reserve and provides a broad range of technical services to the U.S. Department of Energy and the National Nuclear Security Administration's operations.
Headquartered in Lynchburg, BWXT TSG operates three businesses: managing and operating large manufacturing or site closure contracts for the U.S. government, facilitating laboratory services and managing technical services. BWXT TSG is a member of the Los Alamos National Security, LLC and Lawrence Livermore National Security, LLC (LLNS), the latter of which was awarded the Management & Operation (M&O) contract to operate Lawrence Livermore National Laboratory, on May 8, 2007, to commence on October 1, 2007.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
BWXT Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
BWXT Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
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?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 18 sierpnia 2026 | $0,2700 |
| 19 maja 2026 | $0,2700 |
| 11 marca 2026 | $0,2700 |
| 19 listopada 2025 | $0,2500 |
| 18 sierpnia 2025 | $0,2500 |
| 19 maja 2025 | $0,2500 |
| 11 marca 2025 | $0,2500 |
| 19 listopada 2024 | $0,2400 |
| 16 sierpnia 2024 | $0,2400 |
| 16 maja 2024 | $0,2400 |
| 8 marca 2024 | $0,2400 |
| 20 listopada 2023 | $0,2300 |
| 16 sierpnia 2023 | $0,2300 |
| 18 maja 2023 | $0,2300 |
| 9 marca 2023 | $0,2300 |
| 18 listopada 2022 | $0,2200 |
| 18 sierpnia 2022 | $0,2200 |
| 19 maja 2022 | $0,2200 |
| 9 marca 2022 | $0,2200 |
| 18 listopada 2021 | $0,2100 |
BWXT Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 7 30,4%
- Kup 11 47,8%
- Trzymaj 4 17,4%
- Sprzedaj 1 4,3%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
14 analityków · 2026-08-20Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.07 | $1.07 | 0.00% |
| 31 marca 2026 | $1.12 | $0.94 | 0.18% |
| 31 grudnia 2025 | $1.08 | $0.90 | 0.18% |
| 30 września 2025 | $1.00 | $0.87 | 0.13% |
| 30 czerwca 2025 | $1.02 | $0.81 | 0.21% |
| 31 marca 2025 | $0.91 | $0.76 | 0.15% |
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 |
|---|---|---|---|---|---|---|
| BWXT | — | 48.3 | 18.3% | 10.3% | 28.4% | — |
| ARXS | — | — | — | — | — | — |
| WWD | — | 35.1 | 7.3% | 12.4% | 18.0% | — |
| FTAI | — | — | — | — | — | — |
| TXT | $15.17B | 17.0 | 8.0% | 6.2% | 12.0% | — |
| HII | $13.34B | 22.1 | 8.2% | 4.9% | 12.2% | — |
| DRS | $9.06B | 33.1 | 12.8% | 7.6% | 10.4% | 23.8% |
| KTOS | $13.12B | 597.7 | 18.5% | 1.6% | 1.1% | 22.9% |
| SARO | $9.59B | 34.6 | 15.8% | 4.6% | 10.7% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $2.70B | $2.50B | $2.23B | $2.12B | $2.12B | $1.89B | $1.80B | $1.69B | $1.55B | $1.42B | $1.45B | |
| Cost of Revenue | $2.47B | $2.05B | $1.88B | $1.68B | $1.57B | $1.55B | $1.36B | $1.30B | $1.19B | $1.09B | $1.03B | $1.15B | |
| R&D Expense | $14M | $7M | $8M | $10M | $11M | $14M | $18M | $15M | $7M | $6M | $11M | $55M | |
| SG&A Expense | $394M | $319M | $280M | $234M | $230M | $231M | $217M | $214M | $210M | $210M | $208M | $230M | |
| Operating Expenses | $2.87B | $2.38B | $2.16B | $1.93B | $1.81B | $1.79B | $1.60B | $1.53B | $1.41B | $1.33B | $1.22B | $1.46B | |
| Operating Income | $404M | $381M | $383M | $349M | $346M | $359M | $326M | $305M | $292M | $234M | $206M | $25M | |
| Interest Expense | · | · | $47M | $36M | $36M | $31M | $35M | $28M | $15M | $8M | $10M | $7M | |
| Interest Income | $4M | $3M | $2M | $758.0K | $416.0K | $518.0K | $942.0K | $2M | $1M | $651.0K | $30M | $233.0K | |
| Other Non-op | $34M | $5M | $-17M | $-34M | $50M | $4M | $-12M | $-25M | $4M | $23M | $15M | $7M | |
| Pretax Income | $398M | $349M | $321M | $314M | $396M | $362M | $314M | $280M | $296M | $257M | $221M | $32M | |
| Income Tax | $68M | $66M | $75M | $76M | $89M | $83M | $69M | $53M | $147M | $74M | $80M | $2M | |
| Net Income | $329M | $282M | $246M | $238M | $306M | $279M | $244M | $227M | $148M | $183M | $131M | $29M | |
| EPS (Basic) | $3.59 | $3.08 | $2.68 | $2.60 | $3.24 | $2.92 | $2.56 | $2.29 | $1.49 | $1.79 | $1.23 | $0.27 | |
| EPS (Diluted) | $3.58 | $3.07 | $2.68 | $2.60 | $3.24 | $2.91 | $2.55 | $2.27 | $1.47 | $1.76 | $1.22 | $0.27 | |
| Shares (Basic) | 91,566,280 | 91,572,674 | 91,619,156 | 91,447,088 | 94,278,894 | 95,457,193 | 95,377,414 | 99,062,087 | 99,334,472 | 102,471,788 | 106,703,145 | 108,477,262 | |
| Shares (Diluted) | 91,856,013 | 91,859,732 | 91,874,537 | 91,702,111 | 94,518,422 | 95,726,497 | 95,810,538 | 100,019,053 | 100,369,190 | 103,840,738 | 107,583,022 | 108,761,092 | |
| EBITDA | $514M | · | $462M | $422M | $415M | $419M | $387M | $365M | $365M | $290M | $285M | $103M |
Bilans 28
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $500M | $74M | $76M | $35M | $34M | $43M | $87M | $30M | $203M | $126M | $155M | $124M | |
| Short-term Investments | · | · | $0 | $4M | $4M | $4M | $6M | $4M | $3M | $15M | $3M | $5M | |
| Receivables | $220M | $99M | $70M | $61M | $71M | $153M | $57M | $72M | $189M | $136M | $153M | $165M | |
| Inventory | $47M | $40M | $27M | $23M | $16M | $15M | $17M | $16M | $9M | $8M | $7M | $10M | |
| Other Current Assets | $66M | $49M | $64M | $55M | $48M | $44M | $41M | $44M | $30M | $29M | $32M | $32M | |
| Current Assets | $1.56B | $930M | $818M | $772M | $774M | $774M | $630M | $542M | $873M | $694M | $647M | $1.47B | |
| PP&E (Net) | $1.59B | $1.28B | $1.23B | $1.13B | $1.05B | $816M | $580M | $439M | $349M | $300M | $269M | $308M | |
| PP&E (Gross) | $2.55B | $2.18B | $2.07B | $1.92B | $1.78B | $1.53B | $1.27B | $1.13B | $1.01B | $923M | $847M | $881M | |
| Accum. Depreciation | $970M | $900M | $843M | $782M | $731M | $709M | $692M | $693M | $665M | $623M | $578M | $573M | |
| Goodwill | $501M | $287M | $297M | $293M | $286M | $284M | $276M | $274M | $218M | $211M | $168M | $170M | |
| Intangibles | $330M | $165M | $186M | $194M | $186M | $193M | $191M | $229M | $110M | $115M | $58M | $60M | |
| Other Non-current Assets | $125M | $92M | $104M | $97M | $95M | $96M | $96M | $36M | $23M | $15M | $13M | $50M | |
| Total Assets | $4.27B | $2.87B | $2.75B | $2.62B | $2.50B | $2.29B | $1.91B | $1.66B | $1.71B | $1.58B | $1.38B | $2.86B | |
| Accounts Payable | $141M | $158M | $127M | $127M | $190M | $184M | $171M | $115M | $93M | $100M | $74M | $89M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $97M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | $3M | |
| Current Liabilities | $672M | $474M | $375M | $368M | $460M | $530M | $405M | $377M | $528M | $440M | $354M | $820M | |
| Other Non-current Liabilities | $94M | $79M | $43M | $53M | $39M | $29M | $15M | $9M | $20M | $34M | $25M | $43M | |
| Total Liabilities | $3.04B | $1.79B | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | $2.02B | $1.06B | $1.21B | $1.29B | $1.19B | $863M | $824M | · | · | · | $300M | $300M | |
| Total Debt | $2.02B | · | $1.21B | $1.29B | $1.19B | $863M | $809M | $754M | $481M | $498M | $300M | $303M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $775M | |
| Retained Earnings | $2.52B | $2.29B | $2.09B | $1.93B | $1.78B | $1.55B | $1.34B | $1.17B | $991M | $885M | $739M | $642M | |
| Treasury Stock | $1.43B | $1.39B | $1.36B | $1.35B | $1.33B | $1.10B | $1.07B | $1.04B | $815M | $762M | $498M | $424M | |
| AOCI | $-19M | $-48M | $-7M | $-22M | $12M | $8M | $-7M | $-10M | $9M | $4M | $752.0K | $4M | |
| Stockholders' Equity | $1.23B | $1.08B | $933M | $748M | $637M | $618M | $404M | $236M | $285M | $150M | $266M | $999M | |
| Liabilities + Equity | $4.27B | $2.87B | $2.75B | $2.62B | $2.50B | $2.29B | $1.91B | $1.66B | $1.71B | $1.58B | $1.38B | $2.86B |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $109M | $86M | $79M | $74M | $69M | $61M | $62M | $60M | $57M | $51M | $79M | $106M | |
| Stock-based Comp | $26M | $22M | $16M | $14M | $19M | $17M | $13M | $12M | $15M | $15M | $32M | $23M | |
| Deferred Tax | $15M | $20M | $-5M | $6M | $40M | $8M | $4M | $17M | $93M | $-7M | $-17M | $-63M | |
| Amort. of Intangibles | $21M | $11M | $11M | $11M | $9M | $9M | $9M | $11M | $9M | $2M | $2M | $3M | |
| Restructuring | · | · | · | · | · | · | · | · | $0 | $0 | $17M | $21M | |
| Other Non-cash | $503.0K | · | $29M | $-87M | $-48M | $-168M | $-43M | $-147M | $-91M | $-2M | $127M | $12M | |
| Operating Cash Flow | $480M | $408M | $364M | $245M | $386M | $196M | $279M | $169M | $222M | $240M | $335M | $81M | |
| CapEx | $185M | $154M | $151M | $198M | $311M | $255M | $182M | $109M | $97M | $53M | $68M | $76M | |
| Investing Cash Flow | $-742M | $-155M | $-156M | $-256M | $-305M | $-265M | $-180M | $-327M | $-90M | $-189M | $-72M | · | |
| Debt Issued | · | $456M | $353M | $978M | $1.32B | · | · | · | · | · | · | · | |
| Net Debt Issued | $-1.28B | · | $-81M | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $30M | $20M | $0 | $20M | $226M | $22M | $20M | $215M | $0 | $293M | $70M | $150M | |
| Net Stock Activity | $-30M | · | $0 | $-20M | $-226M | $-22M | $-20M | $-215M | $0 | $-293M | $-70M | $-150M | |
| Dividends Paid | $92M | $88M | $85M | $81M | $80M | $73M | $65M | $64M | $42M | $37M | $34M | $43M | |
| Financing Cash Flow | $694M | $-253M | $-169M | $14M | $-90M | $25M | $-44M | $-9M | $-61M | $-89M | $-414M | $105M | |
| Net Change in Cash | $427M | $-1M | $41M | $1M | $-9M | $-44M | $56M | $-177M | $79M | $-38M | $-158M | $-33M | |
| Taxes Paid | $48M | $46M | $84M | $72M | $45M | $74M | $70M | $59M | $38M | $66M | $118M | $75M | |
| Free Cash Flow | $295M | · | $212M | $46M | $75M | $-59M | $97M | $60M | $125M | $187M | $262M | $-1M | |
| Levered FCF | · | · | $176M | $19M | $47M | $-82M | $70M | $37M | $118M | $181M | $255M | $-31M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.7% | · | 15.3% | 15.6% | 16.3% | 16.9% | 17.2% | 16.9% | 18.3% | 15.4% | 14.5% | -0.09% | |
| Net Margin | 10.3% | · | 9.8% | 10.7% | 14.4% | 13.1% | 12.9% | 12.6% | 8.8% | 11.8% | 9.3% | 1.0% | |
| Pretax Margin | 12.4% | · | 12.9% | 14.1% | 18.6% | 17.1% | 16.6% | 15.6% | 17.5% | 16.6% | 15.6% | 0.19% | |
| EBITDA Margin | 16.1% | · | 18.5% | 18.9% | 19.5% | 19.7% | 20.4% | 20.3% | 21.6% | 18.7% | 20.1% | 3.5% | |
| ROA | 9.2% | · | 9.2% | 9.3% | 12.8% | 13.3% | 13.7% | 13.5% | 9.0% | 12.4% | 6.2% | 1.1% | |
| ROE | 28.4% | · | 29.2% | 34.4% | 48.8% | 54.5% | 76.3% | 87.1% | 67.9% | 88.1% | 20.8% | 2.7% | |
| ROIC | 10.3% | · | 13.7% | 13.0% | 14.7% | 18.7% | 20.9% | 25.0% | 20.2% | 26.4% | 23.2% | -0.79% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | · | 2.2 | 2.1 | 1.7 | 1.5 | 1.6 | 1.4 | 1.7 | 1.6 | 1.8 | 1.8 | |
| Quick Ratio | 1.1 | · | 0.4 | 0.3 | 0.2 | 0.4 | 0.4 | 0.4 | 0.7 | 0.6 | 0.9 | 0.9 | |
| Debt / Equity | 1.6 | · | 1.3 | 1.7 | 1.9 | 1.4 | 2.0 | 3.2 | 1.7 | 3.3 | 1.1 | 0.3 | |
| LT Debt / Equity | 1.6 | · | 1.3 | 1.7 | 1.9 | 1.4 | 2.0 | 3.2 | 1.7 | 3.3 | 1.1 | 0.3 | |
| Interest Coverage | · | · | 8.1 | 9.6 | 9.7 | 11.6 | 9.2 | 11.0 | 20.8 | 28.5 | 20.2 | -0.3 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | · | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 0.7 | 1.1 | |
| Inventory Turnover | 56.8 | · | 74.6 | 85.8 | 100.6 | 96.5 | 82.2 | 105.4 | 143.7 | 143.3 | 119.2 | 21.7 | |
| Receivables Turnover | 20.0 | · | 38.1 | 34.0 | 19.0 | 20.2 | 29.5 | 11.3 | 10.4 | 10.7 | 8.9 | 7.4 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.3% | 8.3% | 11.8% | 5.1% | 0.03% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.7% | 8.4% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.6% | 14.5% | 3.1% | -19.8% | 11.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 11.2% | -1.8% | -2.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.7% | 14.7% | 3.2% | -22.1% | 9.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.4% | -2.7% | -4.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.9% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 6
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.20B | $2.70B | $2.50B | $2.23B | $2.12B | $2.12B | $1.89B | $1.80B | $1.69B | $1.55B | $1.42B | $1.45B | |
| Net Income TTM | $329M | $282M | $246M | $238M | $306M | $279M | $244M | $227M | $148M | $183M | $131M | $29M | |
| P/E | 48.3 | 36.3 | 28.6 | 22.3 | 14.8 | 20.7 | 24.3 | 16.8 | 41.1 | 22.6 | 26.0 | 80.3 | |
| Earnings Yield | 2.1% | 2.8% | 3.5% | 4.5% | 6.8% | 4.8% | 4.1% | 5.9% | 2.4% | 4.4% | 3.8% | 1.2% | |
| Payout Ratio | 28.1% | · | 34.6% | 34.0% | 26.1% | 26.2% | 26.8% | 28.1% | 28.4% | 20.4% | 26.2% | 147.9% | |
| Annual Payout | $92M | $88M | $85M | $81M | $80M | $73M | $65M | $64M | $42M | $37M | $34M | $43M |
Rachunek zysków i strat 17
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $902M | $860M | $886M | $866M | $764M | $682M | $746M | $672M | $681M | $604M | $726M | $590M | $612M | $568M | $624M | $524M | |
| Cost of Revenue | $699M | $663M | $699M | $677M | $573M | $517M | $572M | $508M | $513M | $455M | $537M | $436M | $471M | $431M | $464M | $399M | |
| R&D Expense | $4M | $4M | $4M | $3M | $5M | $2M | $3M | $2M | $1M | $1M | $2M | $1M | $3M | $2M | $3M | $1M | |
| SG&A Expense | $108M | $108M | $111M | $93M | $103M | $88M | $91M | $81M | $80M | $67M | $75M | $80M | $64M | $61M | $61M | $58M | |
| Operating Expenses | $812M | $775M | $812M | $774M | $680M | $602M | $670M | $591M | $594M | $524M | $614M | $517M | $538M | $494M | $533M | $459M | |
| Operating Income | $114M | $107M | $92M | $113M | $102M | $97M | $92M | $97M | $99M | $93M | $123M | $85M | $87M | $88M | $102M | $80M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $10M | · | $12M | $12M | $11M | · | $10M | |
| Interest Income | $4M | $5M | $2M | $1M | $551.0K | $722.0K | $505.0K | $663.0K | $540.0K | $846.0K | $736.0K | $643.0K | $517.0K | $463.0K | $295.0K | $273.0K | |
| Other Non-op | $267.0K | $444.0K | $25M | $7M | $7M | $2M | $3M | $3M | $3M | $-5M | $7M | $-7M | $-9M | $-8M | $-45M | $2M | |
| Pretax Income | $114M | $107M | $101M | $108M | $98M | $92M | $78M | $91M | $92M | $88M | $86M | $78M | $78M | $80M | $57M | $82M | |
| Income Tax | $24M | $16M | $7M | $25M | $19M | $16M | $7M | $21M | $19M | $20M | $19M | $18M | $19M | $19M | $14M | $20M | |
| Net Income | $89M | $91M | $93M | $82M | $78M | $75M | $71M | $69M | $73M | $68M | $66M | $60M | $59M | $61M | $43M | $62M | |
| EPS (Basic) | $0.97 | $0.99 | $1.02 | $0.90 | $0.86 | $0.82 | $0.78 | $0.76 | $0.80 | $0.75 | $0.71 | $0.66 | $0.64 | $0.67 | $0.47 | $0.67 | |
| EPS (Diluted) | $0.97 | $0.99 | $1.01 | $0.89 | $0.85 | $0.82 | $0.77 | $0.76 | $0.79 | $0.75 | $0.71 | $0.66 | $0.64 | $0.67 | $0.47 | $0.67 | |
| Shares (Basic) | 91,720,867 | 91,663,975 | -183,135,866 | 91,565,095 | 91,542,967 | 91,594,084 | -183,121,504 | 91,574,531 | 91,564,263 | 91,555,384 | -183,170,795 | 91,659,117 | 91,626,846 | 91,503,988 | -182,918,962 | 91,407,599 | |
| Shares (Diluted) | 92,007,253 | 91,908,600 | -183,507,994 | 91,787,602 | 91,702,703 | 91,873,702 | -183,689,440 | 91,886,710 | 91,801,539 | 91,860,923 | -183,625,812 | 91,895,480 | 91,805,179 | 91,799,690 | -183,294,038 | 91,655,536 | |
| EBITDA | $114M | $136M | · | $113M | $102M | $121M | · | $97M | $99M | $114M | · | $85M | $87M | $107M | · | $80M |
Bilans 25
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $608M | $512M | $500M | $80M | $37M | $55M | $74M | $36M | $48M | $46M | · | $50M | $34M | $42M | · | $51M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $4M | · | $4M | |
| Receivables | $198M | $185M | $220M | $181M | $149M | $89M | $99M | $90M | $89M | $85M | · | $101M | $64M | $72M | · | $72M | |
| Inventory | $46M | $46M | $47M | $58M | $52M | $50M | $40M | $38M | $32M | $41M | · | $32M | $30M | $30M | · | $32M | |
| Other Current Assets | $51M | $57M | $66M | $48M | $52M | $50M | $49M | $85M | $75M | $86M | · | $66M | $63M | $65M | · | $63M | |
| Current Assets | $1.71B | $1.62B | $1.56B | $1.10B | $997M | $976M | $930M | $983M | $910M | $865M | · | $878M | $839M | $852M | · | $850M | |
| PP&E (Net) | $1.60B | $1.60B | $1.59B | $1.54B | $1.54B | $1.30B | $1.28B | $1.28B | $1.24B | $1.23B | $1.23B | $1.19B | $1.18B | $1.15B | $1.13B | $1.08B | |
| PP&E (Gross) | $2.62B | $2.59B | $2.55B | $2.50B | $2.48B | $2.22B | $2.18B | $2.17B | $2.11B | $2.09B | · | $2.01B | $2.00B | $1.95B | · | $1.85B | |
| Accum. Depreciation | $1.01B | $991M | $970M | $962M | $944M | $919M | $900M | $892M | $873M | $858M | · | $828M | $816M | $798M | · | $766M | |
| Goodwill | $495M | $496M | $501M | $502M | $513M | $349M | $287M | $295M | $293M | $294M | $297M | $294M | $297M | $294M | $293M | $290M | |
| Intangibles | $312M | $321M | $330M | $330M | $325M | $188M | $165M | $175M | $176M | $180M | $186M | $185M | $191M | $191M | $194M | $193M | |
| Other Non-current Assets | $124M | $126M | $125M | $122M | $139M | $106M | $92M | $98M | $105M | $102M | · | $102M | $96M | $94M | · | $120M | |
| Total Assets | $4.42B | $4.32B | $4.27B | $3.78B | $3.70B | $3.05B | $2.87B | $2.95B | $2.84B | $2.79B | · | $2.78B | $2.74B | $2.72B | · | $2.67B | |
| Accounts Payable | $213M | $216M | $141M | $212M | $192M | $162M | $158M | $172M | $164M | $148M | · | $151M | $144M | $138M | · | $147M | |
| Current Liabilities | $713M | $674M | $672M | $647M | $590M | $484M | $474M | $437M | $409M | $387M | · | $351M | $348M | $349M | · | $407M | |
| Other Non-current Liabilities | $105M | $98M | $94M | $121M | $123M | $93M | $79M | $46M | $45M | $45M | · | $54M | $54M | $54M | · | $48M | |
| Total Liabilities | $3.09B | $3.04B | $3.04B | · | · | · | $1.79B | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | · | · | $2.02B | $1.51B | $1.53B | $1.20B | $1.06B | $1.23B | $1.21B | $1.23B | · | $1.34B | $1.34B | $1.37B | · | · | |
| Total Debt | $2.02B | $2.02B | · | $1.51B | $1.53B | $1.20B | · | $1.23B | $1.21B | $1.23B | · | $1.34B | $1.34B | $1.37B | · | $1.34B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $2.65B | $2.59B | $2.52B | $2.45B | $2.39B | $2.34B | $2.29B | $2.24B | $2.19B | $2.14B | · | $2.05B | $2.01B | $1.97B | · | $1.91B | |
| Treasury Stock | $1.45B | $1.45B | $1.43B | $1.43B | $1.43B | $1.43B | $1.39B | $1.39B | $1.39B | $1.39B | · | $1.36B | $1.36B | $1.36B | · | $1.35B | |
| AOCI | $-51M | $-31M | $-19M | $-33M | $-23M | $-43M | $-48M | $-15M | $-23M | $-19M | · | $-20M | $-8M | $-19M | · | $-32M | |
| Stockholders' Equity | $1.33B | $1.28B | $1.23B | $1.24B | $1.18B | $1.10B | $1.08B | $1.06B | $998M | $946M | · | $872M | $842M | $788M | · | $713M | |
| Liabilities + Equity | $4.42B | $4.32B | $4.27B | $3.78B | $3.70B | $3.05B | $2.87B | $2.95B | $2.84B | $2.79B | · | $2.78B | $2.74B | $2.72B | · | $2.67B |
Przepływy pieniężne 16
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $31M | $29M | $30M | $28M | $27M | $24M | $22M | $21M | $22M | $21M | $20M | $20M | $19M | $19M | $19M | $19M | |
| Stock-based Comp | $10M | $10M | $5M | $7M | $9M | $5M | $7M | $5M | $6M | $4M | $4M | $4M | $5M | $4M | $2M | $3M | |
| Other Non-cash | · | $-38M | · | · | · | $-54M | · | · | · | $-60M | · | · | · | $-97M | · | · | |
| Operating Cash Flow | $156M | $93M | $127M | $143M | $159M | $51M | $277M | $33M | $66M | $33M | $222M | $74M | $81M | $-13M | $108M | $65M | |
| CapEx | $41M | $43M | $70M | $48M | $33M | $33M | $53M | $40M | $30M | $30M | $51M | $31M | $40M | $30M | $64M | $40M | |
| Investing Cash Flow | $-37M | $-47M | $-68M | $-44M | $-473M | $-156M | $-54M | $-40M | $-30M | $-30M | $-51M | $-39M | $-36M | $-30M | $-63M | $-28M | |
| Debt Issued | $0 | $0 | · | $113M | $554M | $204M | · | $155M | $121M | $121M | · | $121M | $84M | $127M | $604M | · | |
| Net Debt Issued | · | $0 | · | · | · | $142M | · | · | · | $18M | · | · | · | $-49M | · | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $30M | $0 | $0 | $0 | $20M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-30M | · | · | · | $-20M | · | · | · | $0 | · | · | |
| Dividends Paid | $25M | $26M | $23M | $23M | $23M | $24M | $22M | $22M | $22M | $22M | $21M | $21M | $21M | $22M | $20M | $20M | |
| Financing Cash Flow | $-23M | $-34M | $354M | $-46M | $301M | $85M | $-183M | $-5M | $-33M | $-32M | $-147M | $-19M | $-53M | $49M | $-62M | $-49M | |
| Net Change in Cash | $96M | $13M | $420M | $43M | $-18M | $-19M | $39M | $-13M | $3M | $-30M | $25M | $17M | $-8M | $7M | $-16M | $-16M | |
| Taxes Paid | $36M | $2M | $20M | $16M | $2M | $10M | $2M | $-2M | $43M | $2M | $25M | $12M | $33M | $15M | $4M | $22M | |
| Free Cash Flow | · | $50M | · | · | · | $17M | · | · | · | $3M | · | · | · | $-43M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-5M | · | · | · | $-51M | · | · |
Rentowność 7
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.7% | 12.4% | · | 13.1% | 13.4% | 14.2% | · | 14.4% | 14.5% | 15.4% | · | 14.5% | 14.1% | 15.5% | · | 15.2% | |
| Net Margin | 9.9% | 10.6% | · | 9.5% | 10.3% | 11.1% | · | 10.3% | 10.7% | 11.3% | · | 10.2% | 9.6% | 10.8% | · | 11.8% | |
| Pretax Margin | 12.6% | 12.5% | · | 12.4% | 12.8% | 13.5% | · | 13.5% | 13.5% | 14.6% | · | 13.2% | 12.7% | 14.0% | · | 15.7% | |
| EBITDA Margin | 12.7% | 15.8% | · | 13.1% | 13.4% | 17.7% | · | 14.4% | 14.5% | 18.8% | · | 14.5% | 14.1% | 18.8% | · | 15.2% | |
| ROA | 2.2% | 2.5% | · | 2.4% | 2.4% | 2.6% | · | 2.4% | 2.6% | 2.5% | · | 2.2% | 2.1% | 2.3% | · | 2.4% | |
| ROE | 7.1% | 7.6% | · | 7.1% | 7.2% | 7.4% | · | 7.2% | 7.9% | 7.9% | · | 7.6% | 7.6% | 8.4% | · | 9.5% | |
| ROIC | 2.7% | 2.8% | · | 3.1% | 3.0% | 3.5% | · | 3.2% | 3.6% | 3.3% | · | 3.0% | 3.0% | 3.1% | · | 2.9% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.4 | · | 1.7 | 1.7 | 2.0 | · | 2.2 | 2.2 | 2.2 | · | 2.5 | 2.4 | 2.4 | · | 2.1 | |
| Quick Ratio | 1.1 | 1.0 | · | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.3 | |
| Debt / Equity | 1.5 | 1.6 | · | 1.2 | 1.3 | 1.1 | · | 1.2 | 1.2 | 1.3 | · | 1.5 | 1.6 | 1.7 | · | 1.9 | |
| LT Debt / Equity | 1.5 | 1.6 | · | 1.2 | 1.3 | 1.1 | · | 1.2 | 1.2 | 1.3 | · | 1.5 | 1.6 | 1.7 | · | 1.9 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 9.7 | · | 7.0 | 7.1 | 8.1 | · | 8.3 |
Efektywność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 14.3 | 13.9 | · | 14.2 | 13.7 | 11.4 | · | 14.7 | 16.4 | 12.8 | · | 13.8 | 16.7 | 18.5 | · | 17.1 | |
| Receivables Turnover | 5.2 | 6.3 | · | 6.4 | 6.4 | 7.8 | · | 7.0 | 8.9 | 7.7 | · | 6.8 | 8.2 | 8.7 | · | 8.1 |
Wycena (TTM) 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.51B | $3.38B | · | $3.06B | $2.86B | $2.78B | · | $2.68B | $2.60B | $2.53B | · | $2.39B | $2.33B | $2.27B | · | $2.20B | |
| Net Income TTM | $355M | $345M | · | $307M | $294M | $289M | · | $277M | $268M | $253M | · | $223M | $224M | $240M | · | $312M | |
| P/E | 50.4 | 54.7 | · | 55.4 | 45.0 | 31.4 | · | 36.0 | 32.5 | 37.0 | · | 30.7 | 29.2 | 24.0 | · | 14.9 | |
| Earnings Yield | 2.0% | 1.8% | · | 1.8% | 2.2% | 3.2% | · | 2.8% | 3.1% | 2.7% | · | 3.2% | 3.4% | 4.2% | · | 6.7% | |
| Payout Ratio | · | 28.3% | · | · | · | 31.4% | · | · | · | 32.7% | · | · | · | 35.5% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $3.20B | $2.70B | $2.50B | $2.23B | $2.12B |
| Marża Operacyjna % | 12.7% | — | 15.3% | 15.6% | 16.3% |
| Zysk netto | $329M | $282M | $246M | $238M | $306M |
| Rozwodniony EPS | $3.58 | $3.07 | $2.68 | $2.60 | $3.24 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 1.6 | — | 1.3 | 1.7 | 1.9 |
| Wskaźnik bieżący | 2.3 | — | 2.2 | 2.1 | 1.7 |
| Wskaźnik Szybkości | 1.1 | — | 0.4 | 0.3 | 0.2 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $295M | — | $212M | $46M | $75M |
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Właściciele instytucjonalni (13F) 916 emitentów · $10.4B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 118 (-57 vs poprzedni kw.) | 80 (+9 vs poprzedni kw.) | 319 (+24 vs poprzedni kw.) | 275 (+37 vs poprzedni kw.) | +1.8M |
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 | $925 573 013 | 4 755 063 | 8,92% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $805 915 235 | 4 140 330 | 7,77% | Akcje |
| STATE STREET CORP | $739 548 344 | 3 799 375 | 7,13% | Akcje |
| FIRST TRUST ADVISORS LP | $404 005 408 | 2 075 550 | 3,89% | Akcje |
| Select Equity Group, L.P. | $331 685 157 | 1 704 008 | 3,20% | Akcje |
| BLAIR WILLIAM & CO/IL | $302 956 557 | 1 556 417 | 2,92% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $294 096 784 | 1 510 325 | 2,83% | Akcje |
| VAN ECK ASSOCIATES CORP | $285 861 044 | 1 468 590 | 2,75% | Akcje |
| SNYDER CAPITAL MANAGEMENT L P | $240 881 711 | 1 237 512 | 2,32% | Akcje |
| JANE STREET GROUP, LLC | $227 545 850 | 1 169 000 | 2,19% | Opcja kupna |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $206 678 981 | 1 061 798 | 1,99% | Akcje |
| Artisan Partners Limited Partnership | $206 230 875 | 1 059 496 | 1,99% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $183 211 003 | 941 233 | 1,77% | Akcje |
| TORONTO DOMINION BANK | $157 666 500 | 810 000 | 1,52% | Opcja kupna |
| Clearbridge Investments, LLC | $146 006 583 | 750 098 | 1,41% | Akcje |
| FMR LLC | $140 439 098 | 721 495 | 1,35% | Akcje |
| Mawer Investment Management Ltd. | $134 259 838 | 689 750 | 1,29% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $132 923 276 | 682 884 | 1,28% | Akcje |
| Capital World Investors | $124 638 093 | 640 319 | 1,20% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $121 382 003 | 623 591 | 1,17% | Akcje |
| Stephens Investment Management Group LLC | $116 874 478 | 600 434 | 1,13% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $115 665 065 | 565 627 | 1,11% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $115 044 573 | 591 033 | 1,11% | Akcje |
| ARK Investment Management LLC | $107 034 337 | 549 881 | 1,03% | Akcje |
| Chevy Chase Trust Holdings, LLC | $105 321 506 | 541 081 | 1,01% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $84 460 804 | 433 911 | 0,81% | Akcje |
| Fiera Capital Corp | $78 773 882 | 404 695 | 0,76% | Akcje |
| ZWJ INVESTMENT COUNSEL INC | $73 409 727 | 377 137 | 0,71% | Akcje |
| ALKEON CAPITAL MANAGEMENT LLC | $64 191 097 | 329 777 | 0,62% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $61 626 190 | 316 600 | 0,59% | Opcja kupna |
| NEW YORK STATE COMMON RETIREMENT FUND | $57 203 937 | 293 881 | 0,55% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $56 506 000 | 290 295 | 0,54% | Akcje |
| GOLDMAN SACHS GROUP INC | $55 155 056 | 283 355 | 0,53% | Akcje |
| Nicholas Investment Partners, LP | $53 021 687 | 272 395 | 0,51% | Akcje |
| Capital Research Global Investors | $50 166 561 | 257 727 | 0,48% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $50 100 769 | 257 389 | 0,48% | Akcje |
| Alyeska Investment Group, L.P. | $49 699 595 | 255 328 | 0,48% | Akcje |
| Harvey Partners, LLC | $47 320 778 | 243 107 | 0,46% | Akcje |
| Davidson Kempner Capital Management LP | $46 539 842 | 239 095 | 0,45% | Akcje |
| RHUMBLINE ADVISERS | $46 250 744 | 237 610 | 0,45% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $45 322 449 | 232 839 | 0,44% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $44 712 272 | 229 706 | 0,43% | Akcje |
| SAPIENT CAPITAL LLC | $44 204 431 | 227 097 | 0,43% | Akcje |
| TREMBLANT CAPITAL GROUP | $40 593 868 | 208 548 | 0,39% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $40 295 665 | 207 016 | 0,39% | Akcje |
| Ananym Capital Management, LP | $37 452 023 | 192 407 | 0,36% | Akcje |
| TORONTO DOMINION BANK | $36 983 500 | 190 000 | 0,36% | Opcja sprzedaży |
| NFJ INVESTMENT GROUP, LLC | $35 986 503 | 184 878 | 0,35% | Akcje |
| Swiss National Bank | $35 776 670 | 183 800 | 0,34% | Akcje |
| ROYAL BANK OF CANADA | $35 571 000 | 182 743 | 0,34% | Akcje |
| MIZUHO MARKETS AMERICAS LLC | $34 302 196 | 176 225 | 0,33% | Akcje |
| Vident Advisory, LLC | $32 801 834 | 168 517 | 0,32% | Akcje |
| JANE STREET GROUP, LLC | $32 350 830 | 166 200 | 0,31% | Opcja sprzedaży |
| Gotham Asset Management, LLC | $31 578 848 | 162 234 | 0,30% | Akcje |
| Cresset Asset Management, LLC | $31 294 781 | 160 775 | 0,30% | Akcje |
| Focus Partners Wealth | $31 233 643 | 160 460 | 0,30% | Akcje |
| Minneapolis Portfolio Management Group, LLC | $29 587 249 | 152 002 | 0,29% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $28 935 501 | 148 654 | 0,28% | Akcje |
| COOKSON PEIRCE & CO INC | $27 427 353 | 140 906 | 0,26% | Akcje |
| California Public Employees Retirement System | $27 208 372 | 139 781 | 0,26% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $27 134 794 | 139 403 | 0,26% | Akcje |
| BlackRock, Inc. | $26 931 774 | 138 360 | 0,26% | Akcje |
| RPG Investment Advisory, LLC | $26 027 041 | 133 712 | 0,25% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $25 484 957 | 130 927 | 0,25% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25 070 920 | 128 800 | 0,24% | Opcja sprzedaży |
| ENVESTNET ASSET MANAGEMENT INC | $24 574 355 | 126 249 | 0,24% | Akcje |
| CITADEL ADVISORS LLC | $23 961 415 | 123 100 | 0,23% | Opcja sprzedaży |
| TWO SIGMA INVESTMENTS, LP | $23 960 247 | 123 094 | 0,23% | Akcje |
| Cubist Systematic Strategies, LLC | $23 673 108 | 128 400 | 0,23% | Opcja sprzedaży |
| Covea Finance | $23 577 565 | 121 128 | 0,23% | Akcje |
| JENNISON ASSOCIATES LLC | $23 075 415 | 118 548 | 0,22% | Akcje |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $22 015 304 | 113 102 | 0,21% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $21 683 302 | 106 036 | 0,21% | Akcje |
| ARS Investment Partners, LLC | $21 217 629 | 109 004 | 0,20% | Akcje |
| LOOMIS SAYLES & CO L P | $21 111 934 | 108 461 | 0,20% | Akcje |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21 022 200 | 108 000 | 0,20% | Akcje |
| Retirement Systems of Alabama | $20 795 433 | 106 835 | 0,20% | Akcje |
| MARSHALL WACE, LLP | $19 951 625 | 102 500 | 0,19% | Akcje |
| Ceredex Value Advisors LLC | $19 737 510 | 101 400 | 0,19% | Akcje |
| Ranger Investment Management, L.P. | $18 943 533 | 97 321 | 0,18% | Akcje |
| LEVIN CAPITAL STRATEGIES, L.P. | $18 927 900 | 97 241 | 0,18% | Akcje |
| TD Asset Management Inc | $18 191 989 | 93 460 | 0,18% | Akcje |
| LPL Financial LLC | $18 094 547 | 92 959 | 0,17% | Akcje |
| Night Squared LP | $17 914 613 | 92 035 | 0,17% | Akcje |
| WOLVERINE TRADING, LLC | $16 922 280 | 93 000 | 0,16% | Opcja kupna |
| McGowan Group Asset Management, Inc. | $16 735 369 | 85 977 | 0,16% | Akcje |
| WESTWOOD HOLDINGS GROUP INC | $16 321 207 | 83 849 | 0,16% | Akcje |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $16 058 625 | 82 500 | 0,15% | Akcje |
| LBP AM SA | $15 993 223 | 82 164 | 0,15% | Akcje |
| BANK OF AMERICA CORP /DE/ | $15 815 507 | 81 251 | 0,15% | Akcje |
| Sanctuary Advisors, LLC | $15 610 060 | 80 196 | 0,15% | Akcje |
| Headwater Capital Co Ltd | $15 572 000 | 80 000 | 0,15% | Akcje |
| Telemark Asset Management, LLC | $15 572 000 | 80 000 | 0,15% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 447 813 | 79 362 | 0,15% | Akcje |
| UBS Group AG | $15 430 684 | 79 274 | 0,15% | Akcje |
| TRAN CAPITAL MANAGEMENT, L.P. | $15 286 059 | 78 531 | 0,15% | Akcje |
| Bank Julius Baer & Co. Ltd, Zurich | $15 153 774 | 78 049 | 0,15% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $15 113 599 | 77 645 | 0,15% | Akcje |
| AMERIPRISE FINANCIAL INC | $14 856 467 | 76 324 | 0,14% | Akcje |
| USS Investment Management Ltd | $14 176 126 | 72 855 | 0,14% | Akcje |
Insiderzy spółki 53 insiderów · 29 dyrektorzy generalni · 24 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Peyton S. Baker | President and CEO | 1 lipca 2016 M | 55 896 | 0 | 0 | $0 |
| James E Ferland Jr | President and CEO | 8 czerwca 2015 A | 154 894 | 0 | 0 | $0 |
| Brandon C. Bethards | President and CEO | 5 marca 2012 M | 143 289 | 0 | 0 | $0 |
| Michael Thomas Fitzgerald | SVP & Chief Financial Officer | 11 maja 2026 M | 6 884 | 0 | 1 | $-505 757 |
| David S Black | Sr. V.P., CFO | 11 listopada 2021 S | 64 967 | 0 | 0 | $0 |
| Joel W. Duling | President, Nuclear Operations | 9 maja 2021 M | 21 285 | 0 | 0 | $0 |
| Robert Fendlay Smith | President, Gov. Operations | 25 lutego 2021 A | — | 0 | 0 | $0 |
| William A. Fox III | President BWXT Tech. Servs. Gp | 30 września 2016 M | 32 463 | 0 | 0 | $0 |
| George Dudich | President-TSG | 5 marca 2014 M | 22 317 | 0 | 0 | $0 |
| Christofer M Mowry | President - mPower | 5 marca 2014 M | 37 219 | 0 | 0 | $0 |
| Joseph A Zwetolitz | President - NE | 3 marca 2014 A | — | 0 | 0 | $0 |
| Richard L Killion | President - PGG | 9 marca 2012 M | 39 569 | 0 | 0 | $0 |
| Winfred D Nash | President - NOG | 9 marca 2011 M | 27 553 | 0 | 0 | $0 |
| Robert S Cochran | President - TSG | 5 marca 2011 M | 18 815 | 0 | 0 | $0 |
| Mary P Salomone | SVP and COO | 29 maja 2013 M | 17 912 | 0 | 0 | $0 |
| Gonzalo Raul Cajade | Chief HR Officer | 1 lipca 2026 M | 378 | 0 | 0 | $0 |
| Joseph Kirwan Miller | Pres., Government Operations | 1 lipca 2026 M | 5 242 | 0 | 0 | $0 |
| John R. Macquarrie | Pres., Commercial Operations | 2 marca 2026 M | 22 638 | 0 | 0 | $0 |
| Ronald Owen Whitford Jr | SVP, General Counsel and Sec. | 11 sierpnia 2025 M | 10 149 | 0 | 0 | $0 |
| Omar Fathi Meguid | SVP and Chief Digital Officer | 6 sierpnia 2025 S | 2 361 | 0 | 0 | $0 |
| Thomas E Mccabe | SVP & General Counsel | 1 marca 2022 M | 13 227 | 0 | 0 | $0 |
| Richard W Loving | SVP and CAO | 1 listopada 2021 S | 14 094 | 0 | 0 | $0 |
| Jason S. Kerr | VP & Chief Accounting Officer | 2 marca 2021 M | 7 566 | 0 | 0 | $0 |
| Joseph G Henry | Senior Vice President | 8 czerwca 2018 S | 10 639 | 0 | 0 | $0 |
| James D Canafax | SVP & General Counsel | 26 marca 2018 M | 114 806 | 0 | 0 | $0 |
| Benjamin H. Bash | SVP, Human Resources | 1 lipca 2016 M | 17 976 | 0 | 0 | $0 |
| Jenny L Apker | Vice President, Treasurer & IR | 8 czerwca 2015 A | 27 145 | 0 | 0 | $0 |
| Kairus Tarapore | SVP & Chief Admin. Officer | 4 marca 2015 M | 1 768 | 0 | 0 | $0 |
| Vangel Athanas | SVP & Chief HR Officer | 12 sierpnia 2012 M | 8 780 | 0 | 0 | $0 |
| John M Richardson | Dyrektor | 5 czerwca 2026 A | 2 194 | 0 | 0 | $0 |
| Leland D Melvin | Dyrektor | 5 czerwca 2026 A | 5 579 | 0 | 0 | $0 |
| Daniel L Jablonsky | Dyrektor | 5 czerwca 2026 A | — | 0 | 0 | $0 |
| Kenneth J Krieg | Dyrektor | 5 czerwca 2026 A | 1 465 | 0 | 0 | $0 |
| Jan Bertsch | Dyrektor | 5 czerwca 2026 A | 12 029 | 0 | 0 | $0 |
| Gerhard F Burbach | Dyrektor | 5 czerwca 2026 A | 0 | 0 | 1 | $-413 674 |
| James M Jaska | Dyrektor | 5 czerwca 2026 A | 4 075 | 0 | 0 | $0 |
| Nicole Weyerhaeuser Piasecki | Dyrektor | 5 czerwca 2026 A | — | 0 | 0 | $0 |
| Barbara A Niland | Dyrektor | 2 maja 2025 M | 21 096 | 0 | 0 | $0 |
| John A Fees | Dyrektor | 8 września 2021 A | 45 584 | 0 | 0 | $0 |
| Robert L Nardelli | Dyrektor | 8 września 2021 A | — | 0 | 0 | $0 |
| Charles W Pryor JR | Dyrektor | 1 maja 2020 M | 7 391 | 0 | 0 | $0 |
| Robb A. Lemasters | Dyrektor | 26 marca 2020 A | — | 0 | 0 | $0 |
| Richard Willard Mies | Dyrektor | 28 marca 2019 A | 8 101 | 0 | 0 | $0 |
| Robert W Goldman | Dyrektor | 4 maja 2017 M | 36 624 | 0 | 0 | $0 |
| Brian K Ferraioli | Dyrektor | 4 czerwca 2015 A | 3 590 | 0 | 0 | $0 |
| Stephen G Hanks | Dyrektor | 11 maja 2015 M | 24 879 | 0 | 0 | $0 |
| Larry L Weyers | Dyrektor | 11 maja 2015 M | 21 668 | 0 | 0 | $0 |
| Anne R Pramaggiore | Dyrektor | 10 maja 2013 M | 14 082 | 0 | 0 | $0 |
| Bradley D Mcwilliams | Dyrektor | 10 maja 2013 M | 44 079 | 0 | 0 | $0 |
| Oliver D Kingsley JR | Dyrektor | 2 sierpnia 2010 A | — | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 4 akcje
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 |
|---|---|---|---|---|---|
| Blue Harbour Group, L.P., Blue Harbour Holdings, LLC, Clifton S. Robbins ×2 zgłoszenia | 9 czerwca 2017 | — | Pierwotne zgłoszenie | — | SEC |
| Blue Harbour Group, LP, Blue Harbour Holdings, LLC, Clifton S. Robbins ×4 zgłoszenia | 6 lipca 2015 | — | Pierwotne zgłoszenie | Kampania zarządu | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 25 stycznia 2011 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 18 października 2010 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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 126 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 |
|---|---|---|---|---|
| RCTR · First Trust Exchange-Traded Fund II | 4,28% | 5 892 NS | 30 czerwca 2026 | N-PORT |
| NEWZ · EA Series Trust | 3,37% | 2 948 NS | 30 kwietnia 2026 | N-PORT |
| FMTM · EA Series Trust | 3,23% | 17 392 NS | 30 kwietnia 2026 | N-PORT |
| SHLD · Global X Funds | 3,05% | 1 245 182 NS | 31 maja 2026 | N-PORT |
| NRSH · Tidal Trust I | 3,03% | 3 856 NS | 30 kwietnia 2026 | N-PORT |
| AIRR · First Trust Exchange-Traded Fund VI | 2,97% | 1 751 821 NS | 30 czerwca 2026 | N-PORT |
| VOLT · Tema ETF Trust | 2,11% | 78 029 NS | 31 maja 2026 | N-PORT |
| FFOX · FundX Investment Trust | 2,10% | 25 882 NS | 30 czerwca 2026 | N-PORT |
| SPIT · RBB Fund, Inc. | 1,88% | 2 489 NS | 30 kwietnia 2026 | N-PORT |
| NUKZ · EXCHANGE TRADED CONCEPTS TRUST | 1,83% | 83 349 NS | 31 maja 2026 | N-PORT |
| ARKX · ARK ETF Trust | 1,81% | 74 885 NS | 30 kwietnia 2026 | N-PORT |
| ARKQ · ARK ETF Trust | 1,79% | 174 219 NS | 30 kwietnia 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,72% | 10 229 NS | 30 kwietnia 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,70% | 805 430 SH | 21 sierpnia 2026 | Dziennie |
| FFND · Northern Lights Fund Trust II | 1,59% | 8 356 NS | 31 maja 2026 | N-PORT |
| FMKT · Tidal Trust I | 1,43% | 1 093 NS | 31 maja 2026 | N-PORT |
| AIPO · Tidal Trust II | 1,27% | 48 582 NS | 31 maja 2026 | N-PORT |
| AFOS · EA Series Trust | 1,26% | 18 649 NS | 29 maja 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 1,18% | 3 436 NS | 30 kwietnia 2026 | N-PORT |
| DFEN · Direxion Shares ETF Trust | 1,18% | 19 921 NS | 30 kwietnia 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 1,13% | 36 537 NS | 30 kwietnia 2026 | N-PORT |
| ITA · iShares Trust | 1,03% | 937 575 SH | 21 sierpnia 2026 | Dziennie |
| ARKK · ARK ETF Trust | 1,00% | 300 508 NS | 30 kwietnia 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,93% | 90 398 SH | 19 sierpnia 2026 | Dziennie |
| PPA · Invesco Exchange-Traded Fund Trust | 0,87% | 456 177 SH | 21 sierpnia 2026 | Dziennie |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,84% | 49 361 NS | 30 kwietnia 2026 | N-PORT |
| FSGS · First Trust Exchange-Traded Fund VI | 0,82% | 1 200 NS | 30 czerwca 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,76% | 17 059 SH | 21 sierpnia 2026 | Dziennie |
| SRVR · Pacer Funds Trust | 0,70% | 12 835 NS | 30 kwietnia 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,58% | 10 535 NS | 30 kwietnia 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,57% | 1 517 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,51% | 14 768 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,49% | 1 213 836 SH | 19 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,49% | 147 971 SH | 19 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,47% | 13 064 SH | 21 sierpnia 2026 | Dziennie |
| ILDR · First Trust Exchange-Traded Fund VI… | 0,44% | 6 504 NS | 31 maja 2026 | N-PORT |
| DGLO · First Trust Exchange-Traded Fund VI | 0,43% | 79 NS | 30 czerwca 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,42% | 9 343 NS | 30 kwietnia 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,40% | 37 085 NS | 30 kwietnia 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,39% | 1 514 NS | 30 kwietnia 2026 | N-PORT |
| MVV · ProShares Trust | 0,39% | 3 161 NS | 31 maja 2026 | N-PORT |
| IWP · iShares Trust | 0,38% | 499 325 SH | 21 sierpnia 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,37% | 2 161 NS | 30 kwietnia 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,35% | 24 030 NS | 30 kwietnia 2026 | N-PORT |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,34% | 2 599 000 | 20 sierpnia 2026 | Dziennie |
| SCHM · SCHWAB STRATEGIC TRUST | 0,33% | 247 224 NS | 31 maja 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,32% | 35 380 NS | 30 kwietnia 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,28% | 27 113 NS | 30 kwietnia 2026 | N-PORT |
| UMDD · ProShares Trust | 0,27% | 441 NS | 31 maja 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 25 558 NS | 30 kwietnia 2026 | N-PORT |