HSIC Henry Schein, Inc. - Common Stock
$90,46
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 4, 2026
Zakres 52 tyg.
$62–$92
94% of range
Ocena Analityków
HOLD
25 analysts
Cena Docelowa
$98
+8% upside
P/E (TTM)
27.3
ROE
12.0%
Marża Zysku Netto
3.0%
O Henry Schein, Inc. - Common Stock Przegląd firmy z Wikipedii
Henry Schein – amerykańskie przedsiębiorstwo z siedzibą w Melville w stanie Nowy Jork, zajmujące się dystrybucją produktów stosowanych w dentystyce, weterynarii oraz medycynie, w tym między innymi produktów stosowanych w laboratoriach, szczepionek, małych i dużych urządzeń, farmaceutyków, artykułów chirurgicznych, witamin i innych.
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Henry Schein – amerykańskie przedsiębiorstwo z siedzibą w Melville w stanie Nowy Jork, zajmujące się dystrybucją produktów stosowanych w dentystyce, weterynarii oraz medycynie, w tym między innymi produktów stosowanych w laboratoriach, szczepionek, małych i dużych urządzeń, farmaceutyków, artykułów chirurgicznych, witamin i innych.
Główne centra dystrybucyjne firmy znajdują się w stanach Floryda, Indiana, Massachusetts, Nevada, Nowy Jork, Pensylwania, Teksas, Wirginia oraz Wisconsin, a także w Gillingham w Wielkiej Brytanii, w Niagara-on-the-Lake w Kanadzie, w Lyssach w Szwajcarii, Tours we Francji, Cuijk w Holandii oraz w Gallin w Niemczech.
== Przypisy ==
Źródło: Wikipedia, CC BY-SA 4.0 · Zobacz w Wikipedii ↗
HSIC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$90.45
Kapitalizacja Rynkowa
$10.35B
P/E (TTM)
27.3
EPS (TTM)
$3.27
Przychody (TTM)
$13.18B
Stopa dywidendy
—
ROE
12.0%
D/E Dług/Kapitał
0.2
Zakres 52 tyg.
$62 – $92
HSIC Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$13.18B
2016-12-31
→
2025-12-27
EPS
$3.27
2016-12-31
→
2025-12-27
Wolny przepływ pieniężny
$573M
2016-12-31
→
2025-12-27
Marże
3.0%
2016-12-31
→
2025-12-27
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
HSIC
Mediana porównawcza
P/E (TTM)
27.3
23.8
P/S (TTM)
0.8
0.2
P/B
3.2
3.5
EV / EBITDA
11.4
—
Price / FCF (Cena / FCF)
18.1
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
HSIC
Mediana porównawcza
Gross Margin (Marża brutto)
31.1%
13.4%
Operating Margin (Marża Operacyjna)
5.0%
—
Net Profit Margin (Marża Zysku Netto)
3.0%
0.62%
ROA
3.7%
2.8%
ROE
12.0%
12.4%
ROIC
12.4%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
HSIC
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.2
—
Current Ratio (Wskaźnik bieżący)
1.4
0.9
Quick Ratio (Wskaźnik Szybkości)
0.6
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
HSIC
Mediana porównawcza
Revenue YoY (Przychody R/R)
4.0%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
1.4%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
5.4%
—
EPS YoY
7.2%
—
Net Income YoY (Zysk Netto R/R)
2.1%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
HSIC
Mediana porównawcza
HSIC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
25 analityków
- Mocne kupno 7 28,0%
- Kup 7 28,0%
- Trzymaj 10 40,0%
- Sprzedaj 1 4,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
16 analityków · 2026-08-19
Mediana
$100.00
Teraz
$90.45
Niski
$64.00
Wysoki
$112.00
Średni cel
$100.00
+10,6%
Średnia cel
$97.56
+7,9%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.01%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.27 | $1.26 | 0.01% |
| 31 marca 2026 | $1.32 | $1.24 | 0.08% |
| 31 grudnia 2025 | $1.34 | $1.33 | 0.01% |
| 30 września 2025 | $1.38 | $1.30 | 0.08% |
| 30 czerwca 2025 | $1.10 | $1.22 | -0.12% |
| 31 marca 2025 | $1.15 | $1.13 | 0.02% |
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 |
|---|---|---|---|---|---|---|
| HSIC | $8.81B | 23.3 | 4.0% | 3.0% | 12.0% | 31.1% |
| MCK | $242.30B | 22.5 | 12.4% | 1.2% | -224.3% | 3.6% |
| COR | $60.61B | 39.3 | 9.3% | 0.48% | 144.3% | 3.6% |
| CAH | — | 32.9 | 14.2% | 0.67% | -60.5% | 3.8% |
| AHCO | $1.35B | -19.2 | -0.49% | -2.2% | -4.6% | — |
| ACH | — | — | — | — | — | — |
| MEDS | — | — | — | — | — | — |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.18B | $12.67B | $12.34B | $12.65B | $12.40B | $10.12B | $9.99B | $9.42B | $8.88B | $11.57B | $10.63B | |
| Cost of Revenue | $9.08B | $8.66B | $8.48B | $8.82B | $8.73B | $7.30B | $6.89B | $6.51B | $6.14B | $8.35B | $7.62B | |
| Gross Profit | $4.11B | $4.02B | $3.86B | $3.83B | $3.67B | $2.82B | $3.09B | $2.91B | $2.75B | $3.23B | $3.01B | |
| SG&A Expense | $3.08B | $3.03B | $2.96B | $2.77B | $2.63B | $2.09B | $2.36B | $2.22B | $2.07B | $2.41B | $2.24B | |
| Operating Expenses | · | · | · | · | · | · | · | $2.70B | $2.53B | $2.41B | · | |
| Operating Income | $653M | $621M | $615M | $747M | $852M | $535M | $718M | $601M | $670M | $772M | $734M | |
| Interest Expense | $150M | $131M | $87M | $35M | $27M | $41M | $51M | $76M | $51M | $32M | $26M | |
| Interest Income | $33M | $24M | $17M | $8M | $6M | $10M | $16M | $15M | $12M | $13M | $13M | |
| Other Non-op | $-3M | $-1M | $-3M | $1M | $0 | $-4M | $-3M | $-3M | $-1M | $3M | $-141.0K | |
| Pretax Income | $533M | $513M | $542M | $721M | $831M | $500M | $680M | $537M | $630M | $756M | $721M | |
| Income Tax | $126M | $128M | $120M | $170M | $198M | $95M | $160M | $107M | $309M | $218M | $211M | |
| Net Income | $398M | $390M | $416M | $538M | $631M | $404M | $695M | $536M | $406M | $507M | $479M | |
| EPS (Basic) | $3.29 | $3.07 | $3.18 | $3.95 | $4.51 | $2.83 | $4.70 | $3.51 | $2.59 | $3.14 | $2.89 | |
| EPS (Diluted) | $3.27 | $3.05 | $3.16 | $3.91 | $4.45 | $2.82 | $4.65 | $3.49 | $2.57 | $3.10 | $2.85 | |
| Shares (Basic) | 120,813,977 | 126,788,997 | 130,618,990 | 136,064,221 | 140,090,889 | 142,504,193 | 147,817,000 | 152,656,000 | 156,787,000 | 161,641,000 | 165,687,000 | |
| Shares (Diluted) | 121,717,876 | 127,779,228 | 131,748,171 | 137,755,670 | 141,772,781 | 143,403,682 | 149,257,000 | 153,707,000 | 158,208,000 | 163,723,000 | 168,250,000 | |
| EBITDA | $964M | $918M | $863M | $959M | $1.06B | $721M | $903M | $961M | · | $941M | $893M |
Bilans 26
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $156M | $122M | $171M | $117M | $118M | $421M | · | $57M | $158M | $62M | $72M | |
| Receivables | $1.65B | $1.48B | $1.86B | $1.44B | $1.45B | $1.42B | $1.25B | $1.17B | $1.52B | $1.25B | $1.23B | |
| Inventory | $2.00B | $1.81B | $1.81B | $1.96B | $1.86B | $1.51B | $1.43B | $1.42B | $1.93B | $1.67B | $1.51B | |
| Prepaid Expense | $655M | $569M | $639M | $466M | $413M | $433M | $445M | $451M | $455M | $361M | $361M | |
| Current Assets | $4.46B | $3.98B | $4.49B | $3.99B | $3.84B | $3.79B | $3.23B | $4.18B | $4.09B | $3.34B | $3.23B | |
| PP&E (Net) | · | · | · | · | $366M | $342M | $330M | $314M | $375M | $334M | $318M | |
| PP&E (Gross) | $1.38B | $1.20B | $1.17B | $956M | $916M | $868M | $799M | $905M | $990M | $865M | $797M | |
| Accum. Depreciation | $759M | $670M | $672M | $573M | $550M | $526M | $469M | $591M | $615M | $531M | $478M | |
| Goodwill | $4.21B | $3.89B | $3.88B | $2.89B | $2.85B | $2.50B | $2.46B | $2.08B | $1.55B | $2.02B | $1.91B | |
| Intangibles | $1.02B | $1.02B | $916M | $587M | $668M | $479M | $573M | $376M | $670M | $621M | $593M | |
| Total Assets | $11.21B | $10.22B | $10.57B | $8.61B | $8.48B | $7.77B | $7.15B | $8.50B | $7.86B | $6.81B | $6.53B | |
| Accounts Payable | $1.15B | $962M | $1.02B | $1.00B | $1.05B | $1.01B | $880M | $786M | $1.15B | $1.01B | $1.01B | |
| Short-term Debt | $764M | $650M | $264M | $103M | $51M | $73M | $24M | $951M | · | · | · | |
| Current Liabilities | $3.23B | $2.80B | $2.68B | $2.22B | $2.31B | $2.28B | $2.04B | $3.22B | $2.83B | $2.32B | $2.15B | |
| Capital Leases | $251M | $259M | $310M | $275M | $268M | $239M | $176M | $0 | · | · | · | |
| Deferred Tax | $146M | $102M | $54M | $36M | $42M | $30M | $65M | $27M | $50M | $52M | $253M | |
| Other Non-current Liabilities | $486M | $387M | $436M | $361M | $377M | $393M | $331M | $358M | $420M | $264M | $212M | |
| Total Liabilities | $6.42B | $5.38B | $5.42B | $3.94B | $3.81B | $3.46B | $3.23B | $4.65B | $4.21B | $3.35B | $3.08B | |
| Long-term Debt | · | · | · | $1.05B | $822M | · | · | · | · | · | · | |
| Total Debt | $764M | $650M | $264M | $103M | $51M | $73M | $24M | · | · | · | · | |
| Paid-in Capital | $177M | $0 | $0 | $0 | $0 | $0 | $48M | $0 | · | · | · | |
| Retained Earnings | $3.29B | $3.77B | $3.86B | $3.68B | $3.60B | $3.45B | $3.12B | $3.21B | $2.94B | $2.98B | $2.90B | |
| AOCI | $-226M | $-379M | $-206M | $-233M | $-171M | $-108M | $-167M | $-249M | $-130M | $-317M | $-220M | |
| Stockholders' Equity | $3.25B | $3.39B | $3.65B | $3.45B | $3.42B | $3.35B | $3.00B | $2.96B | $2.81B | $2.79B | $2.88B | |
| Liabilities + Equity | $11.21B | $10.22B | $10.57B | $8.61B | $8.48B | $7.77B | $7.15B | $8.50B | $7.86B | $6.76B | $6.50B | |
| Shares Outstanding | 115,771,149 | 124,155,884 | 129,247,765 | 131,792,817 | 137,145,558 | 142,462,571 | 143,353,459 | 151,401,668 | 153,690,146 | 158,805,010 | 164,830,640 |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $311M | $297M | $248M | $212M | $210M | $186M | $185M | $144M | $134M | $170M | $159M | |
| Stock-based Comp | $39M | $39M | $39M | $54M | $78M | $9M | $45M | $33M | $37M | $58M | $45M | |
| Deferred Tax | $5M | $-61M | $-20M | $-73M | $-11M | $-53M | $-4M | $-25M | $1M | $-37M | $-6M | |
| Amort. of Intangibles | $180M | $185M | $152M | $126M | $124M | $106M | $108M | $75M | $70M | $98M | $93M | |
| Restructuring | $105M | $110M | $80M | $128M | $8M | · | · | $54M | $0 | $46M | $35M | |
| Other Non-cash | $-41M | $183M | $-183M | $-129M | $-199M | $54M | $-266M | $-54M | · | $-82M | $-90M | |
| Operating Cash Flow | $712M | $848M | $500M | $602M | $710M | $599M | $654M | $685M | $546M | $643M | $616M | |
| CapEx | $139M | $148M | $147M | $96M | $79M | $49M | $76M | $71M | $62M | $70M | $72M | |
| Investing Cash Flow | $-400M | $-430M | $-1.14B | $-276M | $-677M | $-115M | $-424M | $-193M | $-342M | $-316M | $-260M | |
| Debt Issued | $489M | $120M | $1.37B | $270M | $305M | $501M | $741.0K | $115M | $200M | $261M | $135M | |
| Net Debt Issued | $445M | $-198M | $900M | $211M | $183M | $-110M | $-260M | $87M | · | $245M | $-66M | |
| Stock Issued | $250M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $850M | $385M | $250M | $485M | $401M | $74M | $525M | $200M | $450M | $550M | $300M | |
| Net Stock Activity | $-600M | $-385M | $-250M | $-485M | $-401M | $-74M | $-525M | $-200M | · | $-550M | $-300M | |
| Financing Cash Flow | $-188M | $-510M | $701M | $-315M | $-333M | $-187M | $-216M | $-604M | $-113M | $-327M | $-348M | |
| Net Change in Cash | $34M | $-49M | $54M | $-1M | $-303M | $315M | $26M | $-94M | $225M | $-10M | $-17M | |
| Taxes Paid | $128M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $573M | $700M | $353M | $506M | $631M | $550M | $578M | $594M | · | $545M | $515M | |
| Levered FCF | $458M | $602M | $285M | $472M | $610M | $517M | $539M | $533M | · | $523M | $497M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 31.1% | 31.7% | 31.3% | 30.3% | 29.6% | 27.8% | 30.9% | 27.2% | · | 28.0% | 28.3% | |
| Operating Margin | 5.0% | 4.9% | 5.0% | 5.9% | 6.9% | 5.3% | 7.2% | 5.7% | · | 6.7% | 6.9% | |
| Net Margin | 3.0% | 3.1% | 3.4% | 4.2% | 5.1% | 4.0% | 7.0% | 4.1% | · | 4.4% | 4.5% | |
| Pretax Margin | 4.0% | 4.0% | 4.4% | 5.7% | 6.7% | 4.9% | 6.8% | 5.3% | · | 6.5% | 6.8% | |
| EBITDA Margin | 7.3% | 7.2% | 7.0% | 7.6% | 8.6% | 7.1% | 9.0% | 7.3% | · | 8.1% | 8.4% | |
| ROA | 3.7% | 3.8% | 4.3% | 6.3% | 7.8% | 5.4% | 8.9% | 6.6% | · | 7.6% | 7.6% | |
| ROE | 12.0% | 11.1% | 11.7% | 15.7% | 18.6% | 12.7% | 23.3% | 18.6% | · | 17.8% | 16.8% | |
| ROIC | 12.4% | 11.5% | 12.2% | 16.1% | 18.7% | 12.7% | 18.2% | 19.7% | · | 19.7% | 18.0% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.7 | 1.8 | 1.7 | 1.7 | 1.6 | 1.3 | · | 1.4 | 1.5 | |
| Quick Ratio | 0.6 | 0.6 | 0.8 | 0.7 | 0.7 | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.6 | |
| Debt / Equity | 0.2 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · | · | |
| Interest Coverage | 4.4 | 4.7 | 7.1 | 17.0 | 30.9 | 12.9 | 14.1 | 9.6 | · | 24.2 | 28.2 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.3 | 1.5 | 1.5 | 1.4 | 1.3 | 1.6 | · | 1.7 | 1.7 | |
| Inventory Turnover | 4.8 | 4.8 | 4.5 | 4.6 | 5.2 | 5.0 | 4.8 | 4.9 | · | 5.3 | 5.4 | |
| Receivables Turnover | 8.4 | 7.6 | 7.5 | 8.7 | 8.6 | 7.6 | 8.3 | 8.4 | · | 9.3 | 9.0 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.0% | 2.7% | -2.4% | 2.0% | 22.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.4% | 0.73% | 6.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 7.2% | -3.5% | -19.2% | -12.1% | 57.8% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.8% | -11.8% | 3.9% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.1% | -6.2% | -22.7% | -14.7% | 56.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -9.6% | -14.8% | 0.98% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -0.30% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.18B | $12.67B | $12.34B | $12.65B | $12.40B | $10.12B | $9.99B | $9.42B | · | $11.57B | $10.63B | |
| Net Income TTM | $398M | $390M | $416M | $538M | $631M | $404M | $695M | $536M | · | $507M | $479M | |
| Market Cap | $8.81B | $8.74B | $9.79B | $10.53B | $10.28B | $9.38B | $9.54B | $9.25B | · | $4.72B | $5.08B | |
| Enterprise Value | $9.42B | $9.27B | $9.88B | $10.51B | $10.21B | · | · | · | · | · | · | |
| P/E | 23.3 | 23.1 | 24.0 | 20.4 | 16.8 | 23.3 | 14.3 | 17.5 | · | 19.2 | 21.6 | |
| P/S | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | · | 0.4 | 0.5 | |
| P/B | 2.7 | 2.6 | 2.7 | 3.1 | 3.0 | 2.8 | 3.2 | 3.1 | · | 1.7 | 1.8 | |
| P / Tangible Book | · | · | · | · | · | 25.7 | · | · | · | · | · | |
| P / Cash Flow | 12.4 | 10.3 | 19.6 | 17.5 | 14.5 | 15.7 | 14.6 | 13.5 | · | 7.7 | 8.7 | |
| P / FCF | 15.4 | 12.5 | 27.7 | 20.8 | 16.3 | 17.0 | 16.5 | 15.6 | · | 8.7 | 9.9 | |
| EV / EBITDA | 9.8 | 10.1 | 11.4 | 11.0 | 9.6 | · | · | · | · | · | · | |
| EV / FCF | 16.4 | 13.2 | 28.0 | 20.8 | 16.2 | · | · | · | · | · | · | |
| EV / Revenue | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | · | · | · | · | · | · | |
| Earnings Yield | 4.3% | 4.3% | 4.2% | 4.9% | 5.9% | 4.3% | 7.0% | 5.7% | · | 5.2% | 4.6% |
Rachunek zysków i strat 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $3.37B | $3.44B | $3.34B | $3.24B | $3.17B | $3.19B | $3.17B | $3.14B | $3.17B | $3.02B | $3.16B | $3.06B | $3.37B | $3.07B | |
| Cost of Revenue | $2.36B | $2.30B | $2.37B | $2.31B | $2.22B | $2.17B | $2.20B | $2.18B | $2.12B | $2.16B | $2.09B | $2.17B | $2.09B | $2.37B | $2.15B | |
| Gross Profit | $1.10B | $1.07B | $1.06B | $1.03B | $1.02B | $1.00B | $993M | $993M | $1.02B | $1.01B | $924M | $995M | $966M | $999M | $914M | |
| SG&A Expense | $831M | $809M | $808M | $760M | $778M | $738M | $738M | $724M | $781M | $791M | $807M | $725M | $717M | $761M | $648M | |
| Operating Income | $171M | $182M | $163M | $164M | $151M | $175M | $155M | $157M | $159M | $150M | $39M | $200M | $175M | $72M | $211M | |
| Interest Expense | $43M | $39M | $39M | $38M | $38M | $35M | $35M | $34M | $32M | $30M | $29M | $25M | $14M | $12M | $8M | |
| Interest Income | $8M | $7M | $9M | $9M | $9M | $6M | $6M | $7M | $6M | $5M | $5M | $6M | $3M | $3M | $1M | |
| Other Non-op | $1M | $0 | $0 | $-1M | $-1M | $-1M | $0 | $-2M | $-1M | $2M | $-1M | $-2M | $-1M | $0 | $1M | |
| Pretax Income | $137M | $150M | $133M | $134M | $121M | $145M | $126M | $128M | $132M | $127M | $14M | $179M | $163M | $63M | $205M | |
| Income Tax | $34M | $38M | $32M | $28M | $31M | $35M | $31M | $32M | $33M | $32M | $1M | $39M | $39M | $15M | $46M | |
| Net Income | $94M | $107M | $101M | $101M | $86M | $110M | $94M | $99M | $104M | $93M | $18M | $137M | $121M | $47M | $150M | |
| EPS (Basic) | $0.83 | $0.93 | $0.85 | $0.84 | $0.71 | $0.89 | $0.75 | $0.79 | $0.81 | $0.72 | $0.14 | $1.06 | $0.92 | $0.37 | $1.10 | |
| EPS (Diluted) | $0.82 | $0.92 | $0.85 | $0.84 | $0.70 | $0.88 | $0.75 | $0.78 | $0.80 | $0.72 | $0.14 | $1.05 | $0.91 | $0.36 | $1.09 | |
| Shares (Basic) | 113,451,329 | 114,939,640 | -245,089,515 | 120,199,552 | 121,927,867 | 123,776,073 | -255,840,759 | 126,124,715 | 127,784,380 | 128,720,661 | -269,727 | 130,388,353 | 131,365,789 | -274,191,526 | 135,608,678 | |
| Shares (Diluted) | 114,390,366 | 116,061,244 | -246,803,540 | 121,036,247 | 122,636,948 | 124,848,221 | -257,691,792 | 127,054,934 | 128,646,506 | 129,769,580 | -401,001 | 131,442,135 | 133,039,886 | -277,434,915 | 137,084,049 | |
| EBITDA | $255M | $263M | · | $244M | $151M | $248M | · | $157M | $159M | $223M | · | $200M | $227M | · | $211M |
Bilans 24
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $157M | $138M | $156M | $136M | $145M | $127M | $122M | $126M | $138M | $159M | · | $166M | $126M | · | · | |
| Receivables | $1.76B | $1.72B | $1.65B | $1.74B | $1.65B | $1.58B | $1.48B | $1.66B | $1.56B | $1.64B | $1.86B | $1.57B | $1.47B | $1.44B | $1.51B | |
| Inventory | $2.06B | $2.01B | $2.00B | $1.91B | $1.91B | $1.84B | $1.81B | $1.75B | $1.66B | $1.69B | · | $1.83B | $1.92B | · | $1.82B | |
| Prepaid Expense | $621M | $625M | $655M | $604M | $545M | $490M | $569M | $607M | $587M | $589M | · | $541M | $438M | · | $509M | |
| Current Assets | $4.60B | $4.50B | $4.46B | $4.39B | $4.24B | $4.04B | $3.98B | $4.15B | $3.94B | $4.08B | · | $4.11B | $3.95B | · | $3.96B | |
| PP&E (Gross) | · | · | $1.38B | · | · | · | $1.20B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $759M | · | · | · | $670M | · | · | · | · | · | · | · | · | |
| Goodwill | $4.27B | $4.28B | $4.21B | $4.15B | $4.08B | $3.96B | $3.89B | $3.99B | $3.90B | $3.83B | $3.88B | $3.60B | $2.92B | $2.89B | $2.87B | |
| Intangibles | $965M | $1.01B | $1.02B | $1.05B | $1.04B | $1.03B | $1.02B | $1.10B | $1.08B | $915M | · | $834M | $548M | · | $635M | |
| Total Assets | $11.38B | $11.30B | $11.21B | $11.10B | $10.91B | $10.48B | $10.22B | $10.61B | $10.25B | $10.14B | · | $9.81B | $8.57B | · | $8.53B | |
| Accounts Payable | $1.14B | $1.04B | $1.15B | $1.03B | $918M | $908M | $962M | $1.03B | $867M | $879M | · | $953M | $855M | · | $957M | |
| Short-term Debt | $1.02B | $1.05B | $764M | $913M | $901M | $867M | $650M | $638M | $505M | $264M | · | $12M | $236M | · | $107M | |
| Current Liabilities | $3.49B | $3.30B | $3.23B | $3.15B | $3.01B | $2.92B | $2.80B | $2.93B | $2.55B | $2.33B | · | $2.09B | $2.17B | · | $2.15B | |
| Capital Leases | $275M | $263M | $251M | $264M | $259M | $256M | $259M | $262M | $261M | $266M | · | $314M | $274M | · | $271M | |
| Deferred Tax | $153M | $158M | $146M | $144M | $147M | $135M | $102M | $123M | $115M | $77M | · | $91M | $40M | · | $37M | |
| Other Non-current Liabilities | $442M | $437M | $486M | $487M | $504M | $485M | $387M | $414M | $431M | $423M | · | $396M | $368M | · | $338M | |
| Total Liabilities | $6.66B | $6.48B | $6.42B | $6.20B | $6.01B | $5.76B | $5.38B | $5.63B | $5.25B | $5.11B | · | $4.71B | $3.88B | · | $3.73B | |
| Total Debt | $1.02B | $1.05B | · | $913M | $901M | $867M | · | $638M | $505M | $264M | · | $12M | · | · | $107M | |
| Paid-in Capital | $140M | $167M | $177M | $207M | $186M | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | · | $0 | |
| Retained Earnings | $3.20B | $3.29B | $3.29B | $3.38B | $3.48B | $3.63B | $3.77B | $3.77B | $3.80B | $3.84B | · | $3.90B | $3.68B | · | $3.92B | |
| AOCI | $-184M | $-189M | $-226M | $-222M | $-227M | $-317M | $-379M | $-264M | $-292M | $-239M | $-206M | $-247M | $-213M | $-233M | $-312M | |
| Stockholders' Equity | $3.16B | $3.27B | $3.25B | $3.36B | $3.44B | $3.31B | $3.39B | $3.50B | $3.51B | $3.60B | · | $3.65B | $3.47B | · | $3.61B | |
| Liabilities + Equity | $11.38B | $11.30B | $11.21B | $11.10B | $10.91B | $10.48B | $10.22B | $10.61B | $10.25B | $10.14B | · | $9.81B | $8.57B | · | $8.53B | |
| Shares Outstanding | 111,916,222 | 114,424,682 | 115,771,149 | 118,567,917 | 121,895,045 | 122,243,683 | 124,155,884 | 125,154,194 | 127,080,545 | 128,480,909 | 129,247,765 | 129,935,883 | 131,196,783 | 131,792,817 | 135,258,887 |
Przepływy pieniężne 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $84M | $81M | $82M | $80M | $76M | $73M | $76M | $74M | $74M | $73M | $68M | $69M | $52M | $52M | $52M | |
| Stock-based Comp | $13M | $3M | $10M | $13M | $11M | $5M | $9M | $10M | $12M | $8M | $1M | $14M | $10M | $10M | $17M | |
| Deferred Tax | $-10M | $2M | $5M | $7M | $0 | $-7M | $-20M | $-22M | $-21M | $2M | $-16M | $-1M | $2M | $-53M | $-5M | |
| Restructuring | $29M | $12M | $23M | $34M | $23M | $25M | $37M | $48M | $15M | $10M | · | $11M | $30M | · | $9M | |
| Other Non-cash | · | $-290M | · | · | · | $-144M | · | · | · | $21M | · | · | $-158M | · | · | |
| Operating Cash Flow | $242M | $-97M | $381M | $174M | $120M | $37M | $204M | $151M | $296M | $197M | $-32M | $231M | $27M | $254M | $98M | |
| CapEx | $30M | $25M | $43M | $33M | $32M | $31M | $36M | $34M | $37M | $41M | $39M | $40M | $31M | $29M | $24M | |
| Investing Cash Flow | $-65M | $-63M | $-147M | $-56M | $-98M | $-99M | $-58M | $-91M | $-209M | $-72M | $-327M | $-468M | $-39M | $-65M | $-152M | |
| Debt Issued | $87M | $57M | $175M | $70M | $94M | $150M | $0 | $30M | $0 | $90M | $210M | $750M | $31M | $105M | $165M | |
| Net Debt Issued | · | $18M | · | · | · | $135M | · | · | · | $30M | · | · | $30M | · | · | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | $200M | $125M | $200M | $203M | $286M | $161M | $75M | $135M | $100M | $75M | $50M | $50M | $100M | $285M | $90M | |
| Net Stock Activity | · | $-125M | · | · | · | $-161M | · | · | · | $-75M | · | · | $-100M | · | · | |
| Financing Cash Flow | $-168M | $120M | $-206M | $-127M | $56M | $89M | $-204M | $-41M | $-114M | $-151M | $394M | $248M | $21M | $-194M | $74M | |
| Net Change in Cash | $19M | $-18M | $20M | $-9M | $18M | $5M | $-4M | $-12M | $-21M | $-12M | $5M | $29M | $9M | $-6M | $15M | |
| Free Cash Flow | · | $-122M | · | · | · | $6M | · | · | · | $156M | · | · | $-4M | · | · | |
| Levered FCF | · | $-151M | · | · | · | $-21M | · | · | · | $134M | · | · | $-15M | · | · |
Rentowność 8
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 31.8% | 31.8% | · | 30.7% | 31.4% | 31.6% | · | 31.3% | 32.5% | 31.9% | · | 31.5% | 31.6% | · | 29.8% | |
| Operating Margin | 5.0% | 5.4% | · | 4.9% | 4.7% | 5.5% | · | 5.0% | 5.1% | 4.7% | · | 6.3% | 5.7% | · | 6.9% | |
| Net Margin | 2.7% | 3.2% | · | 3.0% | 2.6% | 3.5% | · | 3.1% | 3.3% | 2.9% | · | 4.3% | 4.0% | · | 4.9% | |
| Pretax Margin | 4.0% | 4.5% | · | 4.0% | 3.7% | 4.6% | · | 4.0% | 4.2% | 4.0% | · | 5.7% | 5.3% | · | 6.7% | |
| EBITDA Margin | 7.4% | 7.8% | · | 7.3% | 4.7% | 7.8% | · | 5.0% | 5.1% | 7.0% | · | 6.3% | 7.4% | · | 6.9% | |
| ROA | 0.84% | 0.98% | · | 0.93% | 0.81% | 1.1% | · | 0.97% | 1.1% | 0.99% | · | 1.5% | · | · | 1.8% | |
| ROE | 2.9% | 3.2% | · | 2.9% | 2.5% | 3.2% | · | 2.8% | 2.9% | 2.6% | · | 3.8% | · | · | 4.2% | |
| ROIC | 3.1% | 3.1% | · | 3.0% | 2.6% | 3.2% | · | 2.8% | 3.0% | 2.9% | · | 4.3% | · | · | 4.4% |
Płynność i wypłacalność 4
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.5 | 1.7 | · | 2.0 | · | · | 1.8 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.8 | · | · | 0.7 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.1 | 0.1 | · | 0.0 | · | · | 0.0 | |
| Interest Coverage | 4.0 | 4.7 | · | 4.3 | 4.0 | 5.0 | · | 4.6 | 5.0 | 5.0 | · | 8.0 | 12.5 | · | 19.2 |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | · | · | 0.4 | |
| Inventory Turnover | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | · | · | 1.2 | |
| Receivables Turnover | 2.0 | 2.0 | · | 2.0 | 2.0 | 2.0 | · | 2.0 | 2.1 | 2.0 | · | 2.1 | · | · | 2.0 |
Wycena (TTM) 14
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.40B | $13.12B | · | $12.92B | $12.72B | $12.65B | · | $12.64B | $12.57B | $12.49B | · | $12.39B | $12.34B | · | $12.45B | |
| Net Income TTM | $388M | $404M | · | $396M | $399M | $406M | · | $433M | $474M | $491M | · | $548M | $612M | · | $653M | |
| Market Cap | $9.51B | $8.25B | · | $7.83B | $8.93B | $8.39B | · | $9.16B | $8.15B | $9.70B | · | $9.65B | · | · | $9.11B | |
| Enterprise Value | $10.37B | $9.16B | · | $8.61B | $9.69B | $9.13B | · | $9.68B | $8.51B | $9.81B | · | $9.49B | · | · | · | |
| P/E | 25.9 | 21.6 | · | 20.6 | 23.2 | 21.6 | · | 21.9 | 17.7 | 20.2 | · | 18.1 | 18.3 | · | 14.3 | |
| P/S | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.8 | · | · | 0.7 | |
| P/B | 3.0 | 2.5 | · | 2.3 | 2.6 | 2.5 | · | 2.6 | 2.3 | 2.7 | · | 2.6 | · | · | 2.5 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 85.9 | |
| P / Cash Flow | · | -85.1 | · | · | · | 226.7 | · | · | · | 49.3 | · | · | · | · | · | |
| P / FCF | · | -67.6 | · | · | · | 1398.1 | · | · | · | 62.2 | · | · | · | · | · | |
| EV / EBITDA | 40.7 | 34.8 | · | 35.3 | 64.2 | 36.8 | · | 61.6 | 53.5 | 44.0 | · | 47.5 | · | · | · | |
| EV / FCF | · | -75.1 | · | · | · | 1521.4 | · | · | · | 62.9 | · | · | · | · | · | |
| EV / Revenue | 0.8 | 0.7 | · | 0.7 | 0.8 | 0.7 | · | 0.8 | 0.7 | 0.8 | · | 0.8 | · | · | · | |
| Earnings Yield | 3.9% | 4.6% | · | 4.8% | 4.3% | 4.6% | · | 4.6% | 5.7% | 5.0% | · | 5.5% | 5.5% | · | 7.0% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| Przychody | $13.18B | $12.67B | $12.34B | $12.65B | $12.40B |
| Marża Brutto % | 31.1% | 31.7% | 31.3% | 30.3% | 29.6% |
| Marża Operacyjna % | 5.0% | 4.9% | 5.0% | 5.9% | 6.9% |
| Zysk netto | $398M | $390M | $416M | $538M | $631M |
| Rozwodniony EPS | $3.27 | $3.05 | $3.16 | $3.91 | $4.45 |
Bilans
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.2 | 0.2 | 0.1 | 0.0 | 0.0 |
| Wskaźnik bieżący | 1.4 | 1.4 | 1.7 | 1.8 | 1.7 |
| Wskaźnik Szybkości | 0.6 | 0.6 | 0.8 | 0.7 | 0.7 |
Przepływy pieniężne
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $573M | $700M | $353M | $506M | $631M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 603 emitenci · $7.6B 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.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 68 (-4 vs poprzedni kw.) | 60 (+14 vs poprzedni kw.) | 172 (-5 vs poprzedni kw.) | 203 (+21 vs poprzedni kw.) | +14.5M |
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 |
|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | $1 307 257 713 | 15 652 032 | 17,12% | Akcje |
| Artisan Partners Limited Partnership | $540 162 844 | 6 467 467 | 7,07% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $530 073 795 | 6 346 669 | 6,94% | Akcje |
| STATE STREET CORP | $359 576 652 | 4 305 276 | 4,71% | Akcje |
| FMR LLC | $349 717 366 | 4 187 229 | 4,58% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $345 225 076 | 4 133 442 | 4,52% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $288 743 396 | 3 457 175 | 3,78% | Akcje |
| Southpoint Capital Advisors LP | $275 616 000 | 3 300 000 | 3,61% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $256 689 867 | 3 073 394 | 3,36% | Akcje |
| CITADEL ADVISORS LLC | $243 970 272 | 2 921 100 | 3,20% | Akcje |
| Palestra Capital Management LLC | $204 347 632 | 2 446 691 | 2,68% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $200 544 294 | 2 405 837 | 2,63% | Akcje |
| FIDUCIARY MANAGEMENT INC /WI/ | $151 785 323 | 1 817 353 | 1,99% | Akcje |
| Burgundy Asset Management Ltd. | $151 049 204 | 2 170 871 | 1,98% | Akcje |
| LYRICAL ASSET MANAGEMENT LP | $122 553 156 | 1 467 351 | 1,60% | Akcje |
| Swedbank AB | $109 479 854 | 1 310 822 | 1,43% | Akcje |
| M.D. Sass, LLC | $107 485 396 | 1 286 942 | 1,41% | Akcje |
| SNYDER CAPITAL MANAGEMENT L P | $107 341 992 | 1 285 225 | 1,41% | Akcje |
| NORGES BANK | $103 383 729 | 1 237 832 | 1,35% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86 592 951 | 1 036 793 | 1,13% | Akcje |
| NOMURA HOLDINGS INC | $77 065 658 | 922 721 | 1,01% | Akcje |
| PZENA INVESTMENT MANAGEMENT LLC | $71 888 420 | 860 733 | 0,94% | Akcje |
| Ananym Capital Management, LP | $57 978 164 | 694 183 | 0,76% | Akcje |
| Ulysses Management LLC | $55 570 700 | 665 358 | 0,73% | Akcje |
| STALEY CAPITAL ADVISERS INC | $55 252 489 | 661 548 | 0,72% | Akcje |
| DME Capital Management, LP | $52 173 274 | 624 680 | 0,68% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $45 489 502 | 544 654 | 0,60% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35 970 895 | 430 686 | 0,47% | Akcje |
| GOLDMAN SACHS GROUP INC | $35 392 853 | 423 765 | 0,46% | Akcje |
| Clarkston Capital Partners, LLC | $35 168 100 | 421 074 | 0,46% | Akcje |
| LONE PEAK GLOBAL INVESTORS LLC | $33 404 158 | 399 954 | 0,44% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $30 537 668 | 365 633 | 0,40% | Akcje |
| PRIVATE MANAGEMENT GROUP INC | $27 285 483 | 326 694 | 0,36% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $25 194 142 | 301 654 | 0,33% | Akcje |
| BlackRock, Inc. | $24 670 305 | 295 382 | 0,32% | Akcje |
| GABELLI FUNDS LLC | $24 182 047 | 289 536 | 0,32% | Akcje |
| Zuckerman Investment Group, LLC | $24 062 613 | 288 106 | 0,32% | Akcje |
| JANE STREET GROUP, LLC | $22 976 352 | 275 100 | 0,30% | Opcja kupna |
| Petrus Trust Company, LTA | $22 550 400 | 270 000 | 0,30% | Akcje |
| P2 Capital Partners, LLC | $22 089 871 | 264 486 | 0,29% | Akcje |
| BANK OF AMERICA CORP /DE/ | $21 414 277 | 256 397 | 0,28% | Akcje |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $21 151 189 | 253 247 | 0,28% | Akcje |
| RHUMBLINE ADVISERS | $21 008 017 | 251 534 | 0,28% | Akcje |
| UBS Group AG | $20 880 000 | 250 000 | 0,27% | Opcja sprzedaży |
| LAZARD ASSET MANAGEMENT LLC | $20 493 720 | 245 375 | 0,27% | Akcje |
| Cresset Asset Management, LLC | $20 165 236 | 241 442 | 0,26% | Akcje |
| Balyasny Asset Management L.P. | $19 401 863 | 232 302 | 0,25% | Akcje |
| Quantinno Capital Management LP | $18 131 858 | 217 096 | 0,24% | Akcje |
| Vanguard Global Advisers, LLC | $17 149 245 | 205 331 | 0,22% | Akcje |
| FIRST TRUST ADVISORS LP | $16 585 245 | 198 579 | 0,22% | Akcje |
| EVERETT HARRIS & CO /CA/ | $16 551 743 | 198 177 | 0,22% | Akcje |
| California Public Employees Retirement System | $16 351 212 | 195 776 | 0,21% | Akcje |
| Swiss National Bank | $16 344 864 | 195 700 | 0,21% | Akcje |
| Leith Wheeler Investment Counsel Ltd. | $15 975 960 | 191 283 | 0,21% | Akcje |
| WESTWOOD HOLDINGS GROUP INC | $15 708 859 | 188 085 | 0,21% | Akcje |
| Woodline Partners LP | $15 637 951 | 187 236 | 0,20% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14 874 912 | 178 100 | 0,19% | Opcja kupna |
| Amundi | $14 369 366 | 172 047 | 0,19% | Akcje |
| Stephens Investment Management Group LLC | $14 100 765 | 168 831 | 0,18% | Akcje |
| NUANCE INVESTMENTS, LLC | $14 045 116 | 168 165 | 0,18% | Akcje |
| JANE STREET GROUP, LLC | $13 541 515 | 162 135 | 0,18% | Akcje |
| BARCLAYS PLC | $12 852 476 | 153 885 | 0,17% | Akcje |
| James J. Burns & Company, LLC | $12 843 455 | 153 777 | 0,17% | Akcje |
| Ulysses Management LLC | $12 528 000 | 150 000 | 0,16% | Opcja kupna |
| Marathon Asset Management Ltd | $11 609 195 | 139 002 | 0,15% | Akcje |
| CLARK ESTATES INC/NY | $11 275 200 | 135 000 | 0,15% | Akcje |
| PFM Health Sciences, LP | $11 227 009 | 134 423 | 0,15% | Akcje |
| Holocene Advisors, LP | $10 191 528 | 122 025 | 0,13% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $10 070 173 | 120 572 | 0,13% | Akcje |
| HEARTLAND ADVISORS INC | $10 022 400 | 120 000 | 0,13% | Akcje |
| BANK OF NOVA SCOTIA | $9 519 692 | 113 981 | 0,12% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $9 502 822 | 113 779 | 0,12% | Akcje |
| HFR Wealth Management, LLC | $9 454 965 | 113 206 | 0,12% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 138 210 | 123 992 | 0,12% | Akcje |
| Illinois Municipal Retirement Fund | $8 914 173 | 106 731 | 0,12% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 898 137 | 106 539 | 0,12% | Akcje |
| Clearline Capital LP | $8 696 854 | 104 129 | 0,11% | Akcje |
| Stenger Family Office, LLC | $8 511 793 | 24 721 | 0,11% | Akcje |
| FIRST MANHATTAN CO. LLC. | $8 509 769 | 101 889 | 0,11% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $8 184 793 | 97 998 | 0,11% | Akcje |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $8 101 440 | 97 000 | 0,11% | Akcje |
| Man Group plc | $7 975 325 | 95 490 | 0,10% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $7 705 472 | 92 259 | 0,10% | Akcje |
| BANYAN CAPITAL MANAGEMENT, INC. | $7 621 951 | 91 259 | 0,10% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $7 521 178 | 90 052 | 0,10% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $6 802 084 | 81 443 | 0,09% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $6 719 450 | 91 173 | 0,09% | Akcje |
| FRANKLIN RESOURCES INC | $6 613 615 | 79 186 | 0,09% | Akcje |
| Berger Financial Group, Inc | $6 535 023 | 78 245 | 0,09% | Akcje |
| WINTON GROUP Ltd | $6 439 392 | 77 100 | 0,08% | Akcje |
| RIVER GLOBAL INVESTORS LLP | $6 404 253 | 92 547 | 0,08% | Akcje |
| Brandywine Global Investment Management, LLC | $6 305 262 | 83 425 | 0,08% | Akcje |
| Foyston, Gordon & Payne Inc | $6 304 173 | 75 481 | 0,08% | Akcje |
| Allianz Asset Management GmbH | $6 210 714 | 74 362 | 0,08% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 145 736 | 73 584 | 0,08% | Akcje |
| AdvisorShares Investments LLC | $5 879 892 | 70 401 | 0,08% | Akcje |
| PNC Financial Services Group, Inc. | $5 687 294 | 68 095 | 0,07% | Akcje |
| Squarepoint Ops LLC | $5 369 083 | 64 285 | 0,07% | Akcje |
| Cinctive Capital Management LP | $5 110 088 | 61 184 | 0,07% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $4 965 598 | 59 454 | 0,07% | Akcje |
Insiderzy spółki 51 insiderów · 23 dyrektorzy generalni · 21 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Andrea Albertini | CEO, Global Dist. & Tech. | 10 grudnia 2025 F | 65 900 | 0 | 0 | $0 |
| Bradford C Connett | CEO, NA Distribution Group | 19 marca 2025 S | 62 688 | 0 | 0 | $0 |
| Thomas C Popeck | CEO, Henry Schein Products | 14 marca 2025 D | 36 257 | 0 | 0 | $0 |
| David B Brous Jr | CEO, Strategic Business Group | 12 czerwca 2023 S | 68 690 | 0 | 0 | $0 |
| Karen Prange | EVP&CEO Gl.AH.Med.Den.Sur.Grp | 2 marca 2018 A | 62 902 | 0 | 0 | $0 |
| Lonnie Shoff | CEO, Global Strat Port Grp | 15 marca 2016 S | 31 000 | 0 | 0 | $0 |
| Ronald N. South | SVP & Chief Financial Officer | 14 marca 2025 D | 81 374 | 0 | 0 | $0 |
| James P Breslawski | President | 14 marca 2025 D | 200 227 | 0 | 0 | $0 |
| Bridget A Ross | President, Global Medical Grp | 6 marca 2017 A | 9 654 | 0 | 0 | $0 |
| Michael Zack | President of Int'l Group | 7 marca 2013 M | 48 716 | 0 | 0 | $0 |
| Michael S Ettinger | EVP & Chief Operating Officer | 19 listopada 2025 G | 101 622 | 0 | 0 | $0 |
| Mark E Mlotek | EVP, Chief Strategic Officer | 16 marca 2026 F | 98 372 | 0 | 2 | $-478 758 |
| Walter Siegel | Sr. VP & Chief Legal Officer | 14 marca 2025 D | 43 191 | 0 | 0 | $0 |
| Lorelei Mcglynn | SVP, Chief Human Res. Officer | 6 września 2024 S | 71 833 | 0 | 0 | $0 |
| Gerald A Benjamin | EVP, Chief Admin. Officer | 26 maja 2022 S | 95 616 | 0 | 0 | $0 |
| David Mckinley | CCO&Pres. Corp. Com. Dev. Grp. | 30 listopada 2018 S | 68 012 | 0 | 0 | $0 |
| Paul Rose | SVP, Global Supply Chain | 6 września 2017 S | 17 841 | 0 | 0 | $0 |
| Robert Minowitz | Pres., Int'l Dental Group EMEA | 12 maja 2017 S | 22 943 | 0 | 0 | $0 |
| Michael Racioppi | SVP Chief Merchandising Offic. | 20 marca 2017 M | 23 088 | 0 | 0 | $0 |
| Peter M. Mccarthy | Pres., Global Animal Health | 13 marca 2017 S | 14 277 | 0 | 0 | $0 |
| James A. Harding | SVP, Chief Technology Officer | 8 marca 2017 S | 16 589 | 0 | 0 | $0 |
| Stanley Komaroff | Senior Advisor | 2 marca 2016 F | 25 144 | 0 | 0 | $0 |
| Leonard A David | SVP, Chief Compliance Officer | 17 marca 2015 S | 12 343 | 0 | 0 | $0 |
| William K Daniel | Dyrektor | 12 czerwca 2026 A | 7 641 | 1 | 0 | $691 900 |
| Bradley T Sheares | Dyrektor | 6 marca 2026 A | 47 623 | 0 | 0 | $0 |
| Philip A Laskawy | Dyrektor | 6 marca 2026 A | 24 538 | 0 | 1 | $-228 544 |
| Reed Vaughn Tuckson | Dyrektor | 11 czerwca 2025 F | 9 943 | 0 | 0 | $0 |
| Carol Raphael | Dyrektor | 21 maja 2025 F | 33 538 | 0 | 0 | $0 |
| Anne H. Margulies | Dyrektor | 5 marca 2025 F | 20 576 | 0 | 0 | $0 |
| Scott Philip Serota | Dyrektor | 4 marca 2025 A | 8 213 | 0 | 0 | $0 |
| Carole T Faig | Dyrektor | 4 marca 2025 A | 5 448 | 0 | 0 | $0 |
| Mohamad Ali | Dyrektor | 4 marca 2025 A | 12 498 | 0 | 0 | $0 |
| Robert J. Hombach | Dyrektor | 4 marca 2025 A | 2 844 | 0 | 0 | $0 |
| Steven Paladino | Dyrektor | 4 marca 2024 A | 138 272 | 0 | 0 | $0 |
| Dianne E Rekow | Dyrektor | 16 marca 2022 A | 18 526 | 0 | 0 | $0 |
| Barry J Alperin | Dyrektor | 16 marca 2022 A | 52 473 | 0 | 0 | $0 |
| Paul Brons | Dyrektor | 3 marca 2021 F | 16 854 | 0 | 0 | $0 |
| Shira Goodman | Dyrektor | 3 marca 2021 A | 5 689 | 0 | 0 | $0 |
| Lawrence S Bacow | Dyrektor | 6 marca 2018 F | 10 115 | 0 | 0 | $0 |
| Donald J Kabat | Dyrektor | 6 marca 2018 F | 10 874 | 0 | 0 | $0 |
| Louis W Sullivan | Dyrektor | 31 marca 2016 A | 14 096 | 0 | 0 | $0 |
| Norman S Matthews | Dyrektor | 31 marca 2016 A | 12 890 | 0 | 0 | $0 |
| Karyn Mashima | Dyrektor | 10 marca 2014 F | 19 269 | 0 | 0 | $0 |
| Irving Shafran | Dyrektor | 20 listopada 2003 S | 750 000 | 0 | 0 | $0 |
| HENRY SCHEIN INC | Posiadacz 10% | 7 lutego 2019 J | 0 | 0 | 0 | $0 |
| Stanley M Bergman | — | 26 maja 2026 G | 253 279 | 0 | 5 | $-7 544 687 |
| Kurt P Kuehn | — | 10 marca 2026 S | 15 420 | 0 | 1 | $-224 562 |
| Deborah Derby | — | 6 marca 2026 A | 15 093 | 0 | 0 | $0 |
| Joseph L Herring | — | 6 marca 2026 A | 30 325 | 0 | 0 | $0 |
| Margaret A Hamburg | — | 20 maja 2009 M | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 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 |
|---|---|---|---|---|---|
| KKR Hawaii Holdings L.P., KKR Hawaii Holdings GP LLC, KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, KKR North America Fund XIII SCSp, KKR Associates North America XIII SCSp, KKR North America XIII S.a r.l., KKR North America XIII Holdings Limited, MH Sub I, LLC, Indigo Intermediate Co II, LLC, IB Aggregator II L.P., KKR Indigo Aggregator III GP LLC, KKR Americas Fund XII (Indigo) L.P., KKR Associates Americas XII AIV L.P., KKR Americas XII AIV GP LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts ×4 zgłoszenia | 10 marca 2026 | 16,40% | Aneks | — | SEC |
| KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, KKR North America Fund XIII SCSp, KKR Associates North America XIII SCSp, KKR North America XIII S.a r.l., KKR North America XIII Holdings Limited, MH Sub I, LLC, Indigo Intermediate Co II, LLC, IB Aggregator II L.P., KKR Indigo Aggregator III GP LLC, KKR Americas Fund XII (Indigo) L.P., KKR Associates Americas XII AIV L.P., KKR Americas XII AIV GP LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts ×4 zgłoszenia | 8 sierpnia 2025 | 13,00% | Aneks | — | 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 124 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| RSPH · Invesco Exchange-Traded Fund Trust | 1,69% | 150 301 SH | 8 sierpnia 2026 | Dziennie |
| FLV · AMERICAN CENTURY ETF TRUST | 1,67% | 76 819 NS | 31 maja 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 1,31% | 154 050 NS | 30 kwietnia 2026 | N-PORT |
| GURU · Global X Funds | 1,05% | 8 187 NS | 30 kwietnia 2026 | N-PORT |
| TAX · EA Series Trust | 0,98% | 3 244 NS | 29 maja 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0,64% | 123 268 SH | 8 sierpnia 2026 | Dziennie |
| SMMV · iShares Trust | 0,60% | 19 668 SH | 8 sierpnia 2026 | Dziennie |
| FBCV · FIDELITY COVINGTON TRUST | 0,35% | 7 509 NS | 30 kwietnia 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,31% | 13 083 NS | 30 kwietnia 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 17 947 NS | 30 kwietnia 2026 | N-PORT |
| ANEW · ProShares Trust | 0,28% | 283 NS | 31 maja 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,28% | 55 872 SH | 8 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,26% | 20 602 SH | 8 sierpnia 2026 | Dziennie |
| DEUS · DBX ETF Trust | 0,22% | 7 905 NS | 29 maja 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,22% | 4 614 NS | 31 maja 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 2 354 606 SH | 8 sierpnia 2026 | Dziennie |
| DFVE · DoubleLine ETF Trust | 0,21% | 765 NS | 31 marca 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,20% | 181 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,20% | 16 567 NS | 30 kwietnia 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,18% | 245 NS | 31 maja 2026 | N-PORT |
| ESML · iShares Trust | 0,18% | 58 273 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,18% | 333 590 NS | 30 kwietnia 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,18% | 55 767 NS | 30 kwietnia 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,17% | 1 416 056 SH | 8 sierpnia 2026 | Dziennie |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 42 689 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,14% | 270 326 NS | 31 maja 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 4 118 NS | 30 kwietnia 2026 | N-PORT |
| IYH · iShares Trust | 0,14% | 58 901 SH | 8 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,14% | 24 631 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,13% | 4 208 SH | 8 sierpnia 2026 | Dziennie |
| FHLC · FIDELITY COVINGTON TRUST | 0,13% | 48 980 NS | 30 kwietnia 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,12% | 21 075 NS | 30 kwietnia 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,12% | 293 098 SH | 8 sierpnia 2026 | Dziennie |
| SMMD · iShares Trust | 0,12% | 49 577 SH | 8 sierpnia 2026 | Dziennie |
| RXL · ProShares Trust | 0,11% | 1 043 NS | 31 maja 2026 | N-PORT |
| IXJ · iShares Trust | 0,11% | 51 636 SH | 8 sierpnia 2026 | Dziennie |
| CURE · Direxion Shares ETF Trust | 0,11% | 1 994 NS | 30 kwietnia 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,10% | 2 230 411 SH | 8 sierpnia 2026 | Dziennie |
| IEDI · iShares U.S. ETF Trust | 0,10% | 316 SH | 8 sierpnia 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,10% | 9 299 SH | 8 sierpnia 2026 | Dziennie |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 7 550 SH | 8 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,08% | 148 171 SH | 8 sierpnia 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,08% | 146 387 NS | 30 kwietnia 2026 | N-PORT |
| WSML · iShares Trust | 0,08% | 5 958 SH | 8 sierpnia 2026 | Dziennie |
| TILT · FlexShares Trust | 0,08% | 20 790 NS | 30 kwietnia 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,07% | 82 484 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 7 214 SH | 8 sierpnia 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 6 605 NS | 30 kwietnia 2026 | N-PORT |
| IWR · iShares Trust | 0,06% | 401 448 SH | 8 sierpnia 2026 | Dziennie |
| JSTC · Tidal Trust I | 0,06% | 2 708 NS | 31 maja 2026 | N-PORT |