CPAY Corpay, Inc. Common Stock
O Corpay, Inc. Common Stock Przegląd firmy z Wikipedii
Corpay, Inc., headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.
Czytaj więcej
Corpay, Inc. (formerly Fleetcor Technologies), headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.
History
The predecessor of the company was founded in 1986.
In August 2000, Ronald F. Clarke was named CEO; at that time, the company was a provider of fuel cards to businesses and its estimated annual revenues were $25 million.
In November 2019, the company moved its headquarters to Terminus 100.
In October 2023, due to the Russian invasion of Ukraine, the company sold its businesses in Russia for $197 million; it had been criticized for not selling the interests earlier.
In 2019, the Federal Trade Commission sued the company for obscuring fees and misleading consumers about fuel card discounts; in 2023 it received an injunction against the company preventing it from continuing the practice.
In March 2024, the company changed its name to Corpay.
Financing
In June 2002, Summit Partners invested $45 million in the company.
In July 2005, Bain Capital invested $75 million in the company.
In November 2006, Advent invested $46 million in the company.
In December 2010, Fleetcor became a public company via an initial public offering, raising $335 million.
Contract wins
=== Acquisitions ===
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CPAY Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
CPAY 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
CPAY Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 8 36,4%
- Kup 10 45,5%
- Trzymaj 4 18,2%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
14 analityków · 2026-08-18Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $7.00 | $6.71 | 0.29% |
| 31 marca 2026 | $5.80 | $5.58 | 0.22% |
| 31 grudnia 2025 | $6.04 | $6.06 | -0.02% |
| 30 września 2025 | $5.70 | $5.75 | -0.05% |
| 30 czerwca 2025 | $5.13 | $5.22 | -0.09% |
| 31 marca 2025 | $4.51 | $4.60 | -0.09% |
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 |
|---|---|---|---|---|---|---|
| CPAY | $20.57B | 20.0 | 13.9% | 23.6% | 30.5% | — |
| V | — | — | 11.3% | 50.1% | 52.8% | — |
| MA | — | 34.6 | 16.4% | 45.6% | 210.5% | — |
| PYPL | $53.71B | 10.8 | 4.3% | 15.8% | 25.9% | — |
| XYZ | $39.19B | 31.0 | 0.30% | 5.4% | 6.0% | 42.8% |
| FISV | $52.66B | 10.6 | 3.6% | 16.4% | 13.2% | — |
| AFRM | $22.48B | 460.9 | 38.8% | 1.6% | 1.8% | — |
| GPN | $18.32B | 13.4 | -0.39% | 18.2% | 6.2% | — |
| FIS | $42.27B | 91.0 | 5.4% | 3.6% | 2.6% | 36.9% |
| TOST | $20.92B | 63.4 | 24.1% | 5.6% | 17.3% | 25.9% |
| CHYM | $0 | -5.9 | 30.7% | -46.2% | -71.4% | 88.0% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.53B | $3.97B | $3.76B | $3.43B | $2.83B | $2.39B | $2.65B | $2.43B | $2.25B | $1.83B | $1.70B | $1.20B | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $97M | $92M | $84M | $13M | |
| SG&A Expense | $733M | $617M | $603M | $584M | $486M | $375M | $407M | $389M | $388M | $284M | $298M | $206M | |
| Operating Income | $1.99B | $1.79B | $1.66B | $1.45B | $1.24B | $972M | $1.23B | $1.09B | $884M | $754M | $668M | $565M | |
| Other Non-op | $-47M | $-14M | $17M | $-3M | $-4M | $10M | $-93.0K | $152M | $173M | $-3M | $-3M | $700.0K | |
| Pretax Income | $1.54B | $1.39B | $1.33B | $1.28B | $1.11B | $883M | $1.08B | $1.10B | $894M | $643M | $536M | $513M | |
| Income Tax | $470M | $381M | $343M | $321M | $269M | $178M | $183M | $284M | $153M | $191M | $174M | $144M | |
| Net Income | $1.07B | $1.00B | $982M | $954M | $839M | $704M | $895M | $811M | $740M | $452M | $362M | $369M | |
| EPS (Basic) | $15.23 | $14.27 | $13.42 | $12.62 | $10.23 | $8.38 | $10.36 | $9.14 | $8.12 | $4.89 | $3.94 | $4.37 | |
| EPS (Diluted) | $15.03 | $13.97 | $13.20 | $12.42 | $9.99 | $8.12 | $9.94 | $8.81 | $7.91 | $4.75 | $3.85 | $4.24 | |
| Shares (Basic) | 70,137,000 | 70,331,000 | 73,155,000 | 75,598,000 | 82,060,000 | 84,005,000 | 86,401,000 | 88,750,000 | 91,129,000 | 92,597,000 | 92,023,000 | 84,317,000 | |
| Shares (Diluted) | 71,058,000 | 71,848,000 | 74,387,000 | 76,862,000 | 84,061,000 | 86,719,000 | 90,070,000 | 92,151,000 | 93,594,000 | 95,213,000 | 94,139,000 | 86,982,000 | |
| EBITDA | $1.99B | $1.79B | $1.66B | $1.45B | · | $972M | $1.23B | $1.09B | $884M | $754M | $668M | $565M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.41B | $1.55B | $1.39B | $1.44B | $1.52B | $935M | $1.27B | $1.03B | $914M | $475M | $447M | $477M | |
| Receivables | $2.15B | $2.09B | $2.16B | $2.06B | $1.79B | $1.37B | $1.57B | $1.43B | $1.42B | $1.20B | $639M | $674M | |
| Prepaid Expense | $1.00B | $806M | $474M | $465M | $326M | $413M | $403M | $199M | $188M | $91M | $68M | $75M | |
| Current Assets | $13.96B | $8.68B | $7.08B | $6.11B | $5.49B | $3.96B | $4.62B | $3.88B | $3.55B | $2.53B | $1.94B | $2.14B | |
| PP&E (Net) | $472M | $378M | $343M | $295M | $236M | $203M | $200M | $186M | $180M | $143M | $81M | $74M | |
| PP&E (Gross) | $1.18B | $954M | $858M | $686M | $565M | $469M | $414M | $352M | $311M | $253M | $164M | $135M | |
| Accum. Depreciation | $712M | $576M | $515M | $391M | $329M | $266M | $214M | $165M | $131M | $111M | $83M | $61M | |
| Goodwill | $7.56B | $5.98B | $5.64B | $5.20B | $5.08B | $4.72B | $4.83B | $4.54B | $4.72B | $4.20B | $3.55B | $3.71B | |
| Intangibles | $3.24B | $2.41B | $2.09B | $2.13B | $2.34B | $2.12B | $2.34B | $2.41B | $2.72B | $2.65B | $2.18B | $2.39B | |
| Other Non-current Assets | $568M | $448M | $249M | $282M | $214M | $193M | $225M | $148M | $115M | $72M | $58M | $72M | |
| Total Assets | $26.41B | $17.96B | $15.48B | $14.09B | $13.40B | $11.19B | $12.25B | $11.20B | $11.32B | $9.63B | $7.89B | $8.52B | |
| Accounts Payable | $1.56B | $1.57B | $1.62B | $1.57B | $1.41B | $1.05B | $1.25B | $1.12B | $1.44B | $1.15B | $670M | $717M | |
| Accrued Liabilities | $607M | $445M | $356M | $352M | $369M | $283M | $276M | $262M | $238M | $239M | $151M | $178M | |
| Current Liabilities | $14.30B | $8.71B | $6.83B | $6.04B | $5.29B | $3.97B | $4.46B | $4.50B | $4.10B | $3.30B | $2.25B | $2.90B | |
| Capital Leases | $85M | $65M | $76M | $87M | $80M | $75M | $82M | · | · | · | · | · | |
| Deferred Tax | $614M | $439M | $470M | $527M | $566M | $498M | $520M | $492M | $519M | $669M | $713M | $800M | |
| Other Non-current Liabilities | $612M | $438M | $302M | $254M | $221M | $275M | $264M | $127M | $125M | $56M | $39M | $41M | |
| Long-term Debt | $10.00B | $8.00B | $6.72B | $7.04B | $5.98B | · | · | · | · | · | · | · | |
| Total Debt | $3.35B | $2.77B | $2.13B | $2.31B | · | $1.21B | $1.75B | $2.07B | $1.62B | $1.34B | $876M | $1.42B | |
| Common Stock | $132.0K | $131.0K | $129.0K | $128.0K | $127.0K | $126.0K | $124.0K | $123.0K | $122.0K | $121.0K | $121.0K | $120.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $1.85B | |
| Retained Earnings | $10.26B | $9.20B | $8.19B | $7.21B | $6.26B | $5.42B | $4.71B | $3.82B | $2.96B | $2.22B | $1.77B | $1.40B | |
| Treasury Stock | $8.96B | $8.17B | $6.89B | $6.21B | $4.80B | $3.45B | $637M | $926M | $402M | $542M | $355M | $346M | |
| AOCI | $-1.39B | $-1.71B | $-1.29B | $-1.51B | $-1.46B | $-1.36B | $-972M | $-914M | $-552M | $-666M | $-571M | $-292M | |
| Stockholders' Equity | $3.88B | $3.12B | $3.28B | $2.54B | $2.87B | $3.36B | $3.71B | $3.34B | $3.68B | $3.08B | $2.83B | $2.62B | |
| Liabilities + Equity | $26.41B | $17.96B | $15.48B | $14.09B | $13.40B | $11.19B | $12.25B | $11.20B | $11.32B | $9.63B | $7.89B | $8.52B | |
| Shares Outstanding | 68,362,289 | 70,170,016 | 71,715,804 | 73,356,709 | 78,879,551 | 83,666,163 | 85,342,156 | 85,845,344 | 89,803,982 | 91,836,938 | 92,376,335 | 91,662,043 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $393M | $351M | $337M | $322M | $284M | $255M | $274M | $275M | $265M | $203M | $193M | $112M | |
| Stock-based Comp | $103M | $117M | $116M | $121M | $80M | $43M | $61M | $70M | $93M | $64M | $90M | $38M | |
| Deferred Tax | $-28M | $-65M | $-47M | $-33M | $11M | $16M | $38M | $-3M | $-248M | $-29M | $31M | $42M | |
| Amort. of Intangibles | $262M | $231M | $225M | $227M | $206M | $184M | $207M | $216M | $212M | $162M | $160M | $86M | |
| Operating Cash Flow | $1.50B | $1.94B | $2.10B | $755M | $1.20B | $1.47B | $1.16B | $903M | $680M | $708M | $755M | $608M | |
| CapEx | $201M | $175M | $154M | $151M | $112M | $78M | $75M | $81M | $70M | $59M | $42M | $27M | |
| Investing Cash Flow | $1.23B | $-807M | $-381M | $-368M | $-716M | $-106M | $-524M | $-26M | $-498M | $-1.39B | $-99M | $-2.59B | |
| Stock Issued | $68M | $428M | $114M | $49M | $49M | $137M | $169M | $56M | $45M | $21M | $20M | $30M | |
| Stock Repurchased | $783M | $1.29B | $687M | $1.41B | $1.36B | $850M | $695M | $959M | $402M | $188M | $0 | $0 | |
| Net Stock Activity | $-715M | $-860M | $-573M | $-1.36B | · | $-713M | $-526M | $-903M | $-358M | $-166M | $20M | $30M | |
| Financing Cash Flow | $1.56B | $405M | $-898M | $-311M | $344M | $-1.42B | $-310M | $-578M | $252M | $754M | $-648M | $2.16B | |
| Net Change in Cash | $4.54B | $1.31B | $852M | $38M | $774M | $-199M | $310M | $234M | $487M | $29M | $-30M | $139M | |
| Taxes Paid | $511M | $374M | $408M | $358M | $230M | $165M | $201M | $208M | $392M | $102M | $83M | $79M | |
| Free Cash Flow | $1.30B | $1.77B | $1.95B | $603M | · | $1.39B | $1.09B | $822M | $606M | $647M | $713M | $581M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 44.0% | 45.0% | 44.1% | 42.2% | · | 40.7% | 46.5% | 44.8% | 39.3% | 41.2% | 39.2% | 47.1% | |
| Net Margin | 23.6% | 25.2% | 26.1% | 27.9% | · | 29.5% | 33.8% | 33.4% | 32.9% | 24.7% | 21.3% | 30.7% | |
| Pretax Margin | 34.0% | 34.8% | 35.3% | 37.2% | · | 36.9% | 40.7% | 45.0% | 39.7% | 35.1% | 31.5% | 42.8% | |
| EBITDA Margin | 44.0% | 45.0% | 44.1% | 42.2% | · | 40.7% | 46.5% | 44.8% | 39.3% | 41.2% | 39.2% | 47.1% | |
| ROA | 4.8% | 6.0% | 6.3% | 6.9% | · | 6.0% | 7.6% | 7.2% | 7.1% | 5.2% | 4.4% | 5.9% | |
| ROE | 30.5% | 31.3% | 31.0% | 40.0% | · | 22.4% | 23.5% | 23.5% | 21.9% | 15.3% | 13.3% | 18.5% | |
| ROIC | 19.2% | 22.0% | 22.7% | 22.3% | · | 17.0% | 18.7% | 14.9% | 13.8% | 12.0% | 12.2% | 9.7% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 0.9 | 0.9 | 0.8 | 0.9 | 0.7 | |
| Quick Ratio | 0.3 | 0.4 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.5 | 0.6 | 0.5 | 0.5 | 0.4 | |
| Debt / Equity | 0.9 | 0.9 | 0.6 | 0.9 | · | 0.4 | 0.5 | 0.6 | 0.4 | 0.4 | 0.3 | 0.5 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 2.1 | 1.9 | 1.6 | 1.8 | · | 1.6 | 1.8 | 1.7 | 1.7 | 2.0 | 2.6 | 1.9 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.9% | 5.8% | 9.7% | 20.9% | 18.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.7% | 11.9% | 16.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 7.6% | 5.8% | 6.3% | 24.3% | 23.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | 11.8% | 17.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 6.6% | 2.2% | 2.9% | 13.7% | 19.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.9% | 6.1% | 11.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.53B | $3.97B | $3.76B | $3.43B | $2.83B | $2.39B | $2.65B | $2.43B | $2.25B | $1.83B | $1.70B | $1.20B | |
| Net Income TTM | $1.07B | $1.00B | $982M | $954M | $839M | $704M | $895M | $811M | $740M | $452M | $362M | $369M | |
| Market Cap | $20.57B | $23.75B | $20.27B | $13.47B | · | $22.83B | $24.55B | $15.94B | $17.28B | $13.00B | $13.20B | $13.63B | |
| Enterprise Value | $21.51B | $24.96B | $21.00B | $14.35B | · | $23.10B | $25.03B | $16.98B | $17.98B | $13.86B | $13.63B | $14.58B | |
| P/E | 20.0 | 24.2 | 21.4 | 14.8 | 22.4 | 33.6 | 28.9 | 21.1 | 24.3 | 29.8 | 37.1 | 35.1 | |
| P/S | 4.5 | 6.0 | 5.4 | 3.9 | · | 9.6 | 9.3 | 6.6 | 7.7 | 7.1 | 7.8 | 11.4 | |
| P/B | 5.3 | 7.6 | 6.2 | 5.3 | · | 6.8 | 6.6 | 4.8 | 4.7 | 4.2 | 4.7 | 5.0 | |
| P / Cash Flow | 13.7 | 12.2 | 9.6 | 17.9 | · | 15.5 | 21.1 | 17.6 | 25.6 | 18.4 | 17.5 | 22.4 | |
| P / FCF | 15.8 | 13.5 | 10.4 | 22.3 | · | 16.4 | 22.6 | 19.4 | 28.5 | 20.1 | 18.5 | 23.5 | |
| EV / EBITDA | 10.8 | 14.0 | 12.7 | 9.9 | · | 23.8 | 20.3 | 15.6 | 20.3 | 18.4 | 20.4 | 25.8 | |
| EV / FCF | 16.6 | 14.1 | 10.8 | 23.8 | · | 16.6 | 23.0 | 20.7 | 29.7 | 21.4 | 19.1 | 25.1 | |
| EV / Revenue | 4.8 | 6.3 | 5.6 | 4.2 | · | 9.7 | 9.4 | 7.0 | 8.0 | 7.6 | 8.0 | 12.2 | |
| Earnings Yield | 5.0% | 4.1% | 4.7% | 6.8% | 4.5% | 3.0% | 3.5% | 4.7% | 4.1% | 3.4% | 2.7% | 2.9% |
Rachunek zysków i strat 12
| 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 | $1.34B | $1.26B | $1.25B | $1.17B | $1.10B | $1.01B | $1.03B | $1.03B | $976M | $935M | $937M | $971M | $948M | $901M | $884M | $893M | |
| SG&A Expense | $224M | $204M | $220M | $179M | $177M | $157M | $158M | $154M | $154M | $151M | $142M | $148M | $159M | $155M | $144M | $149M | |
| Operating Income | $472M | $636M | $564M | $523M | $479M | $427M | $488M | $468M | $433M | $397M | $424M | $445M | $413M | $375M | $369M | $389M | |
| Other Non-op | $-6M | $-21M | $-52M | $-1M | $11M | $-4M | $-6M | $-368.0K | $-4M | $-3M | $2M | $13M | $2M | $-746.0K | $5M | $-4M | |
| Pretax Income | $345M | $505M | $399M | $422M | $393M | $328M | $387M | $358M | $334M | $305M | $333M | $370M | $327M | $295M | $297M | $340M | |
| Income Tax | $93M | $151M | $134M | $143M | $109M | $84M | $141M | $82M | $83M | $75M | $78M | $99M | $87M | $80M | $72M | $91M | |
| Net Income | $248M | $350M | $264M | $278M | $284M | $243M | $246M | $276M | $252M | $230M | $256M | $271M | $240M | $215M | $225M | $249M | |
| EPS (Basic) | $3.75 | $5.14 | $3.79 | $3.95 | $4.03 | $3.46 | $3.50 | $3.98 | $3.59 | $3.20 | $3.55 | $3.71 | $3.24 | $2.92 | $3.06 | $3.34 | |
| EPS (Diluted) | $3.70 | $5.07 | $3.74 | $3.91 | $3.98 | $3.40 | $3.43 | $3.90 | $3.52 | $3.12 | $3.48 | $3.64 | $3.20 | $2.88 | $3.03 | $3.29 | |
| Shares (Basic) | 65,542,000 | 67,541,000 | -141,043,000 | 70,318,000 | 70,546,000 | 70,316,000 | -141,063,000 | 69,518,000 | 70,107,000 | 71,769,000 | -147,418,000 | 73,165,000 | 73,887,000 | 73,521,000 | -153,369,000 | 74,461,000 | |
| Shares (Diluted) | 66,325,000 | 68,443,000 | -143,060,000 | 71,131,000 | 71,429,000 | 71,558,000 | -144,095,000 | 70,901,000 | 71,497,000 | 73,545,000 | -149,701,000 | 74,604,000 | 75,001,000 | 74,483,000 | -156,221,000 | 75,558,000 | |
| EBITDA | $472M | $636M | · | $523M | $479M | $427M | · | $468M | $433M | $397M | · | $445M | $413M | $375M | · | $389M |
Bilans 26
| 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 | $3.16B | $2.54B | $2.41B | $2.01B | $2.19B | $1.55B | $1.55B | $1.30B | $1.36B | $1.31B | $1.39B | $1.09B | $1.25B | $1.27B | $1.44B | $1.32B | |
| Receivables | $2.66B | $2.63B | $2.15B | $2.66B | $2.60B | $2.55B | $2.09B | $2.64B | $2.41B | $2.38B | · | $2.66B | $2.46B | $2.37B | · | $2.18B | |
| Prepaid Expense | $1.36B | $1.05B | $1.00B | $781M | $988M | $678M | $806M | $606M | $529M | $438M | · | $493M | $504M | $436M | · | $619M | |
| Current Assets | $16.48B | $14.64B | $13.96B | $10.11B | $10.76B | $9.08B | $8.68B | $8.78B | $7.98B | $7.44B | · | $6.86B | $6.92B | $6.36B | · | $6.59B | |
| PP&E (Net) | $472M | $469M | $472M | $453M | $434M | $402M | $378M | $378M | $358M | $352M | · | $330M | $329M | $310M | · | $273M | |
| PP&E (Gross) | · | · | $1.18B | · | · | · | $954M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $712M | · | · | · | $576M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $7.15B | $7.34B | $7.56B | $6.34B | $6.33B | $6.19B | $5.98B | $5.93B | $5.55B | $5.67B | $5.64B | $5.55B | $5.47B | $5.38B | $5.20B | $5.07B | |
| Intangibles | $2.92B | $3.06B | $3.24B | $2.31B | $2.37B | $2.41B | $2.41B | $2.15B | $1.96B | $2.03B | · | $2.16B | $2.11B | $2.20B | · | $2.17B | |
| Other Non-current Assets | $622M | $574M | $568M | $477M | $477M | $407M | $448M | $334M | $296M | $266M | · | $288M | $276M | $273M | · | $315M | |
| Total Assets | $28.22B | $26.66B | $26.41B | $19.74B | $20.44B | $18.55B | $17.96B | $17.64B | $16.20B | $15.83B | · | $15.26B | $15.18B | $14.59B | · | $14.49B | |
| Accounts Payable | $2.28B | $2.10B | $1.56B | $1.97B | $1.97B | $1.81B | $1.57B | $1.83B | $1.90B | $1.85B | · | $1.90B | $1.68B | $1.91B | · | $1.69B | |
| Accrued Liabilities | $568M | $614M | $607M | $534M | $450M | $412M | $445M | $435M | $368M | $409M | · | $393M | $393M | $405M | · | $390M | |
| Current Liabilities | $16.96B | $14.99B | $14.30B | $8.91B | $9.64B | $8.24B | $8.71B | $8.35B | $7.84B | $6.95B | · | $6.74B | $6.44B | $6.20B | · | $6.64B | |
| Capital Leases | · | · | $85M | · | · | · | $65M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $600M | $596M | $614M | $372M | $379M | $431M | $439M | $462M | $445M | $473M | · | $549M | $539M | $545M | · | $571M | |
| Other Non-current Liabilities | $665M | $609M | $612M | $520M | $580M | $470M | $438M | $441M | $316M | $261M | · | $281M | $262M | $257M | · | $304M | |
| Long-term Debt | $10.62B | $10.36B | $10.00B | $8.12B | $8.12B | $8.17B | $8.00B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $4.53B | $3.75B | · | $2.30B | $2.25B | $2.25B | · | $2.49B | $2.52B | $1.90B | · | $2.35B | $2.07B | $2.10B | · | $2.48B | |
| Common Stock | $133.0K | $132.0K | $132.0K | $132.0K | $132.0K | $132.0K | $131.0K | $130.0K | $130.0K | $130.0K | · | $129.0K | $128.0K | $128.0K | · | $128.0K | |
| Retained Earnings | $10.86B | $10.61B | $10.26B | $10.00B | $9.72B | $9.44B | $9.20B | $8.95B | $8.67B | $8.42B | · | $7.94B | $7.67B | $7.43B | · | $6.99B | |
| Treasury Stock | $10.08B | $9.75B | $8.96B | $8.45B | $8.26B | $8.23B | $8.17B | $7.93B | $7.84B | $7.21B | · | $6.74B | $6.22B | $6.22B | · | $6.10B | |
| AOCI | $-1.36B | $-1.36B | $-1.39B | $-1.41B | $-1.44B | $-1.61B | $-1.71B | $-1.46B | $-1.50B | $-1.34B | · | $-1.36B | $-1.36B | $-1.43B | · | $-1.66B | |
| Stockholders' Equity | $3.54B | $3.51B | $3.88B | $4.08B | $3.93B | $3.45B | $3.12B | $3.09B | $2.75B | $3.25B | · | $3.06B | $3.26B | $2.88B | · | $2.23B | |
| Liabilities + Equity | $28.22B | $26.66B | $26.41B | $19.74B | $20.44B | $18.55B | $17.96B | $17.64B | $16.20B | $15.83B | · | $15.26B | $15.18B | $14.59B | · | $14.49B | |
| Shares Outstanding | 65,655,113 | 66,133,765 | 68,362,289 | 70,042,461 | 70,610,228 | 70,471,590 | 70,170,016 | 69,676,923 | 69,408,935 | 71,463,894 | · | 72,203,006 | 73,950,978 | 73,819,827 | · | 73,727,244 |
Przepływy pieniężne 13
| 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 | $118M | $115M | $117M | $93M | $91M | $92M | $92M | $90M | $84M | $85M | $84M | $85M | $84M | $84M | $90M | $77M | |
| Stock-based Comp | $32M | $27M | $28M | $28M | $29M | $18M | $36M | $29M | $27M | $25M | $26M | $29M | $35M | $26M | $21M | $34M | |
| Amort. of Intangibles | $82M | $79M | $76M | $60M | $62M | $64M | $61M | $59M | $55M | $56M | $56M | $56M | $56M | $58M | $64M | $53M | |
| Operating Cash Flow | $1.47B | $-57M | $813M | $-379M | $1.14B | $-74M | $649M | $401M | $541M | $350M | $717M | $558M | $771M | $878M | $316M | $397M | |
| CapEx | $54M | $51M | $52M | $51M | $53M | $45M | $44M | $46M | $44M | $41M | $37M | $38M | $42M | $37M | $44M | $41M | |
| Investing Cash Flow | $-48M | $369M | $1.51B | $-60M | $-39M | $-184M | $-429M | $-232M | $-44M | $-102M | $-35M | $-144M | $-42M | $-159M | $-101M | $-167M | |
| Stock Issued | $75M | $12M | $5M | $7M | $24M | $32M | $244M | $84M | $9M | $91M | $13M | $35M | $33M | $33M | $27M | $3M | |
| Stock Repurchased | $327M | $786M | $500M | $192M | $32M | $59M | $249M | $92M | $658M | $289M | $140M | $535M | $2M | $10M | $110M | $500M | |
| Net Stock Activity | · | $-774M | · | · | · | $-27M | · | · | · | $-198M | · | · | · | $24M | · | · | |
| Financing Cash Flow | $-3M | $-416M | $1.66B | $-181M | $-64M | $142M | $229M | $415M | $-81M | $-159M | $-397M | $-260M | $-24M | $-218M | $-271M | $-163M | |
| Net Change in Cash | $1.38B | $-176M | $4.08B | $-617M | $1.15B | $-73M | $301M | $608M | $345M | $61M | $345M | $85M | $714M | $530M | $-12M | $-56M | |
| Taxes Paid | $248M | $103M | $129M | $119M | $147M | $115M | $109M | $79M | $146M | $39M | $89M | $81M | $203M | $35M | $49M | $94M | |
| Free Cash Flow | · | $-108M | · | · | · | $-119M | · | · | · | $309M | · | · | · | $291M | · | · |
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 | 35.3% | 50.4% | · | 44.6% | 43.5% | 42.5% | · | 45.5% | 44.4% | 42.5% | · | 45.8% | 43.5% | 41.6% | · | 43.6% | |
| Net Margin | 18.6% | 27.8% | · | 23.7% | 25.8% | 24.2% | · | 26.9% | 25.8% | 24.6% | · | 28.0% | 25.3% | 23.8% | · | 27.9% | |
| Pretax Margin | 25.8% | 40.1% | · | 36.0% | 35.7% | 32.6% | · | 34.8% | 34.2% | 32.6% | · | 38.1% | 34.4% | 32.7% | · | 38.1% | |
| EBITDA Margin | 35.3% | 50.4% | · | 44.6% | 43.5% | 42.5% | · | 45.5% | 44.4% | 42.5% | · | 45.8% | 43.5% | 41.6% | · | 43.6% | |
| ROA | 1.0% | 1.6% | · | 1.5% | 1.6% | 1.4% | · | 1.7% | 1.6% | 1.5% | · | 1.8% | 1.6% | 1.5% | · | 1.8% | |
| ROE | 6.7% | 10.1% | · | 7.8% | 8.5% | 7.2% | · | 9.0% | 8.4% | 7.5% | · | 10.3% | 8.1% | 7.4% | · | 9.2% | |
| ROIC | 4.3% | 6.1% | · | 5.4% | 5.6% | 5.6% | · | 6.5% | 6.2% | 5.8% | · | 6.0% | 5.7% | 5.5% | · | 6.1% |
Płynność i wypłacalność 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 0.3 | 0.3 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | |
| Debt / Equity | 1.3 | 1.1 | · | 0.6 | 0.6 | 0.7 | · | 0.8 | 0.9 | 0.6 | · | 0.8 | 0.6 | 0.7 | · | 1.1 |
Efektywność 2
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 |
Wycena (TTM) 13
| 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 | $4.87B | $4.54B | · | $4.31B | $4.11B | $3.95B | · | $3.91B | $3.83B | $3.76B | · | $3.71B | $3.60B | $3.44B | · | $3.35B | |
| Net Income TTM | $1.16B | $1.16B | · | $1.08B | $1.06B | $1.00B | · | $1.03B | $993M | $956M | · | $975M | $966M | $944M | · | $954M | |
| Market Cap | $21.88B | $19.24B | · | $20.18B | $23.43B | $24.57B | · | $21.79B | $18.49B | $22.05B | · | $18.44B | $18.57B | $15.56B | · | $12.99B | |
| Enterprise Value | $23.24B | $20.46B | · | $20.47B | $23.49B | $25.27B | · | $22.98B | $19.65B | $22.64B | · | $19.69B | $19.38B | $16.39B | · | $14.15B | |
| P/E | 20.0 | 17.8 | · | 19.0 | 22.4 | 25.0 | · | 22.1 | 19.8 | 24.0 | · | 19.6 | 19.7 | 17.2 | · | 14.5 | |
| P/S | 4.5 | 4.2 | · | 4.7 | 5.7 | 6.2 | · | 5.6 | 4.8 | 5.9 | · | 5.0 | 5.2 | 4.5 | · | 3.9 | |
| P/B | 6.2 | 5.5 | · | 5.0 | 6.0 | 7.1 | · | 7.1 | 6.7 | 6.8 | · | 6.0 | 5.7 | 5.4 | · | 5.8 | |
| P / Cash Flow | · | -339.9 | · | · | · | -331.4 | · | · | · | 63.0 | · | · | · | 47.5 | · | · | |
| P / FCF | · | -178.7 | · | · | · | -206.6 | · | · | · | 71.4 | · | · | · | 53.5 | · | · | |
| EV / EBITDA | 49.2 | 32.2 | · | 39.1 | 49.0 | 59.2 | · | 49.1 | 45.3 | 57.0 | · | 44.2 | 47.0 | 43.7 | · | 36.4 | |
| EV / FCF | · | -190.0 | · | · | · | -212.5 | · | · | · | 73.3 | · | · | · | 56.3 | · | · | |
| EV / Revenue | 4.8 | 4.5 | · | 4.8 | 5.7 | 6.4 | · | 5.9 | 5.1 | 6.0 | · | 5.3 | 5.4 | 4.8 | · | 4.2 | |
| Earnings Yield | 5.0% | 5.6% | · | 5.3% | 4.5% | 4.0% | · | 4.5% | 5.1% | 4.2% | · | 5.1% | 5.1% | 5.8% | · | 6.9% |
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 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Przychody | $4.53B | $3.97B | $3.76B | — | — |
| Marża Operacyjna % | 44.0% | 45.0% | 44.1% | — | — |
| Zysk netto | $1.07B | $1.00B | $982M | — | — |
| Rozwodniony EPS | $15.03 | $13.97 | $13.20 | — | — |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.9 | 0.9 | 0.6 | — | — |
| Wskaźnik bieżący | 1.0 | 1.0 | 1.0 | — | — |
| Wskaźnik Szybkości | 0.3 | 0.4 | 0.5 | — | — |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.30B | $1.77B | $1.95B | — | — |
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 791 emitentów · $11.6B 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 |
|---|---|---|---|---|
| 120 (+14 vs poprzedni kw.) | 52 (-12 vs poprzedni kw.) | 251 (-24 vs poprzedni kw.) | 237 (+31 vs poprzedni kw.) | +9.6M |
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 CAPITAL MANAGEMENT LLC | $1 387 284 033 | 4 162 643 | 11,93% | Akcje |
| STATE STREET CORP | $943 672 002 | 2 831 554 | 8,11% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $925 439 133 | 2 776 845 | 7,96% | Akcje |
| TIGER GLOBAL MANAGEMENT LLC | $716 489 508 | 2 149 877 | 6,16% | Akcje |
| FMR LLC | $643 552 368 | 1 931 024 | 5,53% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $535 356 029 | 1 564 529 | 4,60% | Akcje |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $307 408 248 | 922 400 | 2,64% | Akcje |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $293 277 600 | 880 000 | 2,52% | Akcje |
| NORGES BANK | $288 519 504 | 865 723 | 2,48% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $258 938 792 | 776 964 | 2,23% | Akcje |
| CITADEL ADVISORS LLC | $258 250 923 | 774 900 | 2,22% | Opcja kupna |
| DIMENSIONAL FUND ADVISORS LP | $242 848 434 | 728 684 | 2,09% | Akcje |
| Select Equity Group, L.P. | $239 163 217 | 717 626 | 2,06% | Akcje |
| LYRICAL ASSET MANAGEMENT LP | $197 423 149 | 592 382 | 1,70% | Akcje |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $183 883 722 | 551 756 | 1,58% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $147 176 031 | 441 612 | 1,27% | Akcje |
| Mawer Investment Management Ltd. | $122 562 375 | 367 757 | 1,05% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $122 453 396 | 367 430 | 1,05% | Akcje |
| Boston Partners | $121 627 550 | 364 952 | 1,05% | Akcje |
| Orbis Allan Gray Ltd | $117 350 366 | 352 118 | 1,01% | Akcje |
| BloombergSen Inc. | $105 069 366 | 315 268 | 0,90% | Akcje |
| CITADEL ADVISORS LLC | $78 585 066 | 235 800 | 0,68% | Opcja sprzedaży |
| AMERICAN CENTURY COMPANIES INC | $68 383 671 | 205 190 | 0,59% | Akcje |
| Petrus Trust Company, LTA | $63 321 300 | 190 000 | 0,54% | Akcje |
| Swedbank AB | $60 089 581 | 180 303 | 0,52% | Akcje |
| Swiss National Bank | $59 055 444 | 177 200 | 0,51% | Akcje |
| GOLDMAN SACHS GROUP INC | $57 167 136 | 171 534 | 0,49% | Akcje |
| Provident Investment Management, Inc. | $56 411 946 | 169 268 | 0,49% | Akcje |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $53 059 408 | 182 341 | 0,46% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $51 665 515 | 155 026 | 0,44% | Akcje |
| Vantage Investment Partners, LLC | $49 925 445 | 171 571 | 0,43% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $49 788 205 | 149 393 | 0,43% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $48 248 164 | 144 772 | 0,41% | Akcje |
| BANK OF AMERICA CORP /DE/ | $47 000 734 | 141 029 | 0,40% | Akcje |
| Vanguard Global Advisers, LLC | $46 979 072 | 140 964 | 0,40% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $46 478 000 | 139 461 | 0,40% | Akcje |
| BlackRock, Inc. | $46 455 172 | 139 392 | 0,40% | Akcje |
| ANCHOR CAPITAL ADVISORS LLC | $44 373 493 | 133 146 | 0,38% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $44 205 934 | 132 643 | 0,38% | Akcje |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43 185 126 | 129 580 | 0,37% | Akcje |
| CIBC Private Wealth Group LLC | $42 600 041 | 147 886 | 0,37% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $41 913 418 | 125 764 | 0,36% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $41 737 402 | 125 236 | 0,36% | Akcje |
| RHUMBLINE ADVISERS | $41 366 348 | 124 123 | 0,36% | Akcje |
| Heron Bay Capital Management | $41 325 813 | 124 001 | 0,36% | Akcje |
| FIL Ltd | $41 181 174 | 123 567 | 0,35% | Akcje |
| California Public Employees Retirement System | $39 622 804 | 118 891 | 0,34% | Akcje |
| Legal & General Group Plc | $39 269 540 | 117 831 | 0,34% | Akcje |
| Mediolanum International Funds Ltd | $38 615 742 | 115 154 | 0,33% | Akcje |
| Philosophy Capital Management LLC | $37 685 838 | 113 079 | 0,32% | Akcje |
| ROYAL LONDON ASSET MANAGEMENT LTD | $36 887 657 | 110 684 | 0,32% | Akcje |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $34 651 748 | 103 975 | 0,30% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $34 193 990 | 102 601 | 0,29% | Akcje |
| Meridiem Capital Partners LP | $33 931 885 | 101 815 | 0,29% | Akcje |
| Quantinno Capital Management LP | $33 879 379 | 101 657 | 0,29% | Akcje |
| VANGUARD GROUP INC | $32 198 607 | 106 997 | 0,28% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $31 947 262 | 95 860 | 0,27% | Akcje |
| STEADFAST CAPITAL MANAGEMENT LP | $30 027 627 | 90 100 | 0,26% | Akcje |
| Saudi Central Bank | $29 241 619 | 80 332 | 0,25% | Akcje |
| Long Path Partners LP | $29 151 793 | 87 472 | 0,25% | Akcje |
| Stanley Capital Management, LLC | $26 591 613 | 79 790 | 0,23% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $25 213 209 | 75 654 | 0,22% | Akcje |
| Capital Investment Services of America, Inc. | $25 202 877 | 75 623 | 0,22% | Akcje |
| JANE STREET GROUP, LLC | $25 026 244 | 75 093 | 0,22% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $24 348 006 | 83 673 | 0,21% | Akcje |
| BARCLAYS PLC | $23 349 230 | 70 061 | 0,20% | Akcje |
| Cerity Partners LLC | $22 872 706 | 68 632 | 0,20% | Akcje |
| NICHOLAS COMPANY, INC. | $22 777 338 | 68 345 | 0,20% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $22 046 468 | 66 152 | 0,19% | Akcje |
| Schonfeld Strategic Advisors LLC | $21 878 507 | 65 648 | 0,19% | Akcje |
| FIRST TRUST ADVISORS LP | $21 437 727 | 64 326 | 0,18% | Akcje |
| Sellaronda Global Management LP | $19 996 200 | 60 000 | 0,17% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $19 415 644 | 58 258 | 0,17% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $19 351 989 | 58 067 | 0,17% | Akcje |
| GOLDMAN SACHS GROUP INC | $18 996 390 | 57 000 | 0,16% | Opcja kupna |
| Baird Financial Group, Inc. | $18 724 108 | 56 183 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $18 449 348 | 63 402 | 0,16% | Akcje |
| Hendershot Investments Inc. | $17 974 584 | 53 934 | 0,15% | Akcje |
| AVIVA PLC | $17 438 686 | 52 326 | 0,15% | Akcje |
| Gotham Asset Management, LLC | $16 900 122 | 50 710 | 0,15% | Akcje |
| Zimmer Partners, LP | $16 896 789 | 50 700 | 0,15% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $16 211 919 | 48 645 | 0,14% | Akcje |
| Azimuth Capital Investment Management LLC | $15 974 298 | 47 932 | 0,14% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 863 652 | 47 600 | 0,14% | Opcja kupna |
| ExodusPoint Capital Management, LP | $15 686 686 | 47 069 | 0,13% | Akcje |
| Taikang Asset Management (Hong Kong) Co Ltd | $15 624 697 | 46 883 | 0,13% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 386 076 | 46 167 | 0,13% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14 934 497 | 44 812 | 0,13% | Akcje |
| Distillate Capital Partners LLC | $14 721 869 | 44 174 | 0,13% | Akcje |
| Leith Wheeler Investment Counsel Ltd. | $14 721 540 | 44 173 | 0,13% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $14 660 547 | 43 990 | 0,13% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $14 307 614 | 42 931 | 0,12% | Akcje |
| APG Asset Management N.V. | $14 189 262 | 48 677 | 0,12% | Akcje |
| Tredje AP-fonden | $13 552 425 | 40 665 | 0,12% | Akcje |
| Generate Investment Management Ltd | $13 330 800 | 40 000 | 0,11% | Akcje |
| Korea Investment CORP | $13 278 477 | 39 843 | 0,11% | Akcje |
| Moran Wealth Management, LLC | $12 903 881 | 38 719 | 0,11% | Akcje |
| Aberdeen Group plc | $12 596 939 | 37 798 | 0,11% | Akcje |
| Assenagon Asset Management S.A. | $12 163 355 | 36 497 | 0,10% | Akcje |
| IEQ CAPITAL, LLC | $12 018 113 | 36 061 | 0,10% | Akcje |
Insiderzy spółki 44 insiderów · 26 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Ronald Clarke | CEO & Chairman of BOD | 22 lipca 2026 A | 2 408 233 | 0 | 0 | $0 |
| David D Maxsimic | CEO UK & Austarlia/New Zealand | 1 marca 2018 A | 0 | 0 | 0 | $0 |
| Andrew Blazye | CEO, Europe | 31 sierpnia 2017 M | 22 324 | 0 | 0 | $0 |
| Ali Ashurov | CEO Czech & Russia | 14 września 2015 M | 15 000 | 0 | 0 | $0 |
| Peter Walker | Chief Financial Officer | 15 lipca 2026 F | 6 542 | 0 | 0 | $0 |
| Thomas E Panther | Chief Financial Officer | 14 lutego 2025 F | 8 946 | 0 | 0 | $0 |
| Charles Richard Freund | Chief Financial Officer | 27 marca 2022 F | 26 563 | 0 | 0 | $0 |
| Eric Dey | Former- CFO & Secretary | 18 listopada 2020 S | 15 303 | 0 | 0 | $0 |
| Alexey Gavrilenya | President- North America Fuel | 27 marca 2022 F | 14 403 | 0 | 0 | $0 |
| John Coughlin | President- Corporate Payments | 24 stycznia 2022 A | 27 070 | 0 | 0 | $0 |
| David J Krantz | Group President, NA Fuel | 21 lutego 2020 S | 0 | 0 | 0 | $0 |
| Kurt Patrick Adams | President Corporate Payments | 3 września 2019 M | 24 179 | 0 | 0 | $0 |
| Gregory L Secord | President- NA Trucking | 1 marca 2018 A | 1 062 | 0 | 0 | $0 |
| Todd House | President NA Card Products | 5 maja 2017 A | 4 367 | 0 | 0 | $0 |
| Michael H Scarbrough | President- NexTraq | 21 stycznia 2015 A | 1 600 | 0 | 0 | $0 |
| Alan King | GroupPresident IntlVehiclePmts | 18 sierpnia 2026 M | 24 537 | 0 | 6 | $-10 650 674 |
| Armando Lins Netto | GroupPresident Brazil&USVehPmt | 22 lipca 2026 A | 11 274 | 0 | 5 | $-32 546 633 |
| Alissa B Vickery | Chief Accounting Officer | 22 kwietnia 2026 F | 2 787 | 0 | 2 | $-610 064 |
| Scott Dufour | Global CIO | 1 lipca 2019 F | 866 | 0 | 0 | $0 |
| John A Reed | Global Chief Information Offic | 5 maja 2017 A | 3 540 | 0 | 0 | $0 |
| Timothy Downs | Pres, Corp Lodging Consultants | 10 maja 2016 S | 12 330 | 0 | 0 | $0 |
| Jeffrey D. Lamb | Exec VP Marketing & Sales | 5 grudnia 2014 M | 6 768 | 0 | 0 | $0 |
| William Schmit | Pres, Major Oil Card Programs | 2 lipca 2014 M | 9 346 | 0 | 0 | $0 |
| Donovan H Williams Jr | Chief Information Officer | 16 sierpnia 2013 D | 3 425 | 0 | 0 | $0 |
| Robert Brandes | Exec VP, Global Universal Prod | 15 listopada 2012 M | 3 338 | 0 | 0 | $0 |
| Van Huff | Chief Information Officer | 31 sierpnia 2011 M | 3 286 | 0 | 0 | $0 |
| Steven T Stull | Dyrektor | 2 czerwca 2026 S | 28 241 | 1 | 1 | $2 159 060 |
| Archie L Jones Jr. | Dyrektor | 24 lutego 2026 A | 4 830 | 0 | 0 | $0 |
| Gerald C Throop | Dyrektor | 24 lutego 2026 A | 2 435 | 0 | 0 | $0 |
| Annabelle G Bexiga | Dyrektor | 24 lutego 2026 A | 4 326 | 0 | 0 | $0 |
| Jeffrey Steven Sloan | Dyrektor | 24 lutego 2026 A | 13 360 | 0 | 1 | $-1 237 032 |
| Rahul Gupta | Dyrektor | 24 lutego 2026 A | 3 599 | 0 | 0 | $0 |
| Hala G Moddelmog | Dyrektor | 24 lutego 2026 A | 8 500 | 0 | 0 | $0 |
| Richard Macchia | Dyrektor | 24 lutego 2026 A | 13 681 | 0 | 0 | $0 |
| HAGERTY THOMAS M | Dyrektor | 24 lutego 2026 A | 9 222 | 0 | 0 | $0 |
| Michael Buckman | Dyrektor | 23 stycznia 2023 A | 22 136 | 0 | 0 | $0 |
| Andrew Balson | Dyrektor | 23 lutego 2015 A | 2 870 | 0 | 0 | $0 |
| Bruce R Evans | Dyrektor | 4 marca 2014 S | 0 | 0 | 0 | $0 |
| John R Carroll | Dyrektor | 10 września 2013 S | 4 132 156 | 0 | 0 | $0 |
| Glenn W Marschel | Dyrektor | 25 lipca 2013 D | 233 150 | 0 | 0 | $0 |
| Joseph W Farrelly | — | 13 sierpnia 2026 S | 6 912 | 0 | 3 | $-2 173 005 |
| Mark A Johnson | — | 24 stycznia 2022 A | 85 966 | 0 | 0 | $0 |
| Richard A Smith | — | 14 grudnia 2010 S | 8 853 417 | 0 | 0 | $0 |
| John G Berylson | — | 14 grudnia 2010 S | 8 853 417 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Ceridian LLC, Foundation Holding LLC, Ceridian Holding LLC, Thomas H. Lee Advisors, LLC ×3 zgłoszenia | 16 września 2015 | — | Pierwotne zgłoszenie | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 147 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 |
|---|---|---|---|---|
| JMID · Janus Detroit Street Trust | 2,06% | 1 229 NS | 30 kwietnia 2026 | N-PORT |
| FDFF · Fidelity Covington Trust | 1,80% | 2 085 NS | 31 maja 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,34% | 10 489 SH | 8 sierpnia 2026 | Dziennie |
| SRHQ · Elevation Series Trust | 1,26% | 7 939 NS | 30 kwietnia 2026 | N-PORT |
| ABCS · EA Series Trust | 1,23% | 384 NS | 29 maja 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 1,00% | 2 062 NS | 31 maja 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,84% | 2 925 NS | 30 kwietnia 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,77% | 34 711 SH | 8 sierpnia 2026 | Dziennie |
| EBI · RBB Fund Trust | 0,53% | 9 697 NS | 31 maja 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,47% | 1 221 NS | 30 kwietnia 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,45% | 475 694 SH | 8 sierpnia 2026 | Dziennie |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,45% | 10 242 NS | 30 kwietnia 2026 | N-PORT |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,37% | 47 992 NS | 30 kwietnia 2026 | N-PORT |
| IYJ · iShares Trust | 0,30% | 14 527 SH | 8 sierpnia 2026 | Dziennie |
| IWP · iShares Trust | 0,27% | 136 234 SH | 8 sierpnia 2026 | Dziennie |
| BFOR · ALPS ETF Trust | 0,26% | 1 564 NS | 31 maja 2026 | N-PORT |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 740 NS | 30 kwietnia 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,26% | 2 874 NS | 31 maja 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,24% | 90 339 NS | 30 kwietnia 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,24% | 1 739 NS | 31 maja 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,24% | 17 501 NS | 30 kwietnia 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,24% | 102 361 SH | 8 sierpnia 2026 | Dziennie |
| XPND · First Trust Exchange-Traded Fund VI… | 0,24% | 267 NS | 31 maja 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,23% | 11 419 NS | 31 maja 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,23% | 2 153 NS | 31 maja 2026 | N-PORT |
| UYG · ProShares Trust | 0,23% | 4 313 NS | 31 maja 2026 | N-PORT |
| SIZE · iShares Trust | 0,21% | 2 346 SH | 8 sierpnia 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 531 714 SH | 8 sierpnia 2026 | Dziennie |
| FAS · Direxion Shares ETF Trust | 0,21% | 13 384 NS | 30 kwietnia 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,21% | 9 917 SH | 8 sierpnia 2026 | Dziennie |
| VO · VANGUARD INDEX FUNDS | 0,20% | 1 345 607 SH | 8 sierpnia 2026 | Dziennie |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 201 NS | 30 kwietnia 2026 | N-PORT |
| GARP · iShares Trust | 0,19% | 13 760 SH | 8 sierpnia 2026 | Dziennie |
| TRFM · ETF Series Solutions | 0,19% | 956 NS | 30 kwietnia 2026 | N-PORT |
| IWR · iShares Trust | 0,18% | 259 616 SH | 8 sierpnia 2026 | Dziennie |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,18% | 7 551 NS | 30 kwietnia 2026 | N-PORT |
| IMCV · iShares Trust | 0,18% | 5 132 SH | 8 sierpnia 2026 | Dziennie |
| IMCB · iShares Trust | 0,17% | 7 356 SH | 8 sierpnia 2026 | Dziennie |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,17% | 8 443 NS | 30 kwietnia 2026 | N-PORT |
| TECB · iShares Trust | 0,17% | 2 062 SH | 8 sierpnia 2026 | Dziennie |
| IMCG · iShares Trust | 0,17% | 17 311 SH | 8 sierpnia 2026 | Dziennie |
| IXG · iShares Trust | 0,16% | 2 827 SH | 8 sierpnia 2026 | Dziennie |
| LCOW · Pacer Funds Trust | 0,16% | 119 NS | 30 kwietnia 2026 | N-PORT |
| IWS · iShares Trust | 0,15% | 60 787 SH | 8 sierpnia 2026 | Dziennie |
| XOEF · iShares Trust | 0,14% | 82 SH | 8 sierpnia 2026 | Dziennie |
| DFVX · Dimensional ETF Trust | 0,11% | 1 754 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,10% | 1 316 NS | 30 kwietnia 2026 | N-PORT |
| GGUS · Goldman Sachs ETF Trust | 0,09% | 1 201 NS | 31 maja 2026 | N-PORT |
| PABU · iShares Trust | 0,09% | 5 719 SH | 8 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,09% | 128 193 NS | 30 kwietnia 2026 | N-PORT |