LW Lamb Weston Holdings, Inc. Common Stock
O Lamb Weston Holdings, Inc. Common Stock Przegląd firmy z Wikipedii
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.
Czytaj więcej
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.
History
The company was founded in 1950 by Gilbert Lamb in a former co-op plant in Weston, Oregon. In 1988, it was acquired by ConAgra Foods and moved corporate offices from Tigard, Oregon, to Kennewick, Washington. In November 2016, ConAgra spun off the company to its shareholders. In October 2019, Lamb Weston formed the joint venture, Lamb Weston Alimentos Modernos S.A., with Sociedad Comercial del Plata.
In September 2022, the Oregon Department of Environmental Quality (DEQ) fined Lamb Weston $127,000 for 90 violations of the company's wastewater discharge permit between 2015 and 2021, which included the company dumping more than 220 tons of excess nitrogen above an already contaminated aquifer. In 2024, Lamb Weston reached a settlement with the DEQ; the company would pay a $143,400 fine as well as evaluate ways to reduce wastewater, conduct soil sampling and monitor well water.
In September 2023, it was announced Lamb Weston had acquired the Campbellfield, Victoria-headquartered Australian food manufacturer, Crackerjack Foods. The company will join the Lamb Weston Oceania subsidiary.
On November 15, 2024, a class action lawsuit was filed against Lamb Weston along with multiple other companies alleging that they are colluding together to hike prices of potato products in a coordinated way.
Subsidiaries
Lamb Weston Holdings has subsidiaries in Europe, Asia and South America.
Companies
China - Lamb Weston - Shanghai, two processing plants
China - TaiMei Potato Industry
Europe - Lamb Weston / Meijer: the former joint venture is now fully owned by Lamb Weston. six processing plants in the Netherlands, United Kingdom and Austria
United States - Alexia Foods
Canada - Lamb Weston Canada ULC
Chile - Unisur Alimentos Ltda
Argentina - Lamb Weston Alimentos Modernos S.A.
Processing plants
Lamb Weston
American Falls (Idaho)
Boardman East (Oregon)
Boardman West (Oregon)
Connell (Washington)
Delhi (Louisiana)
Hallam (Australia)
Hermiston (Oregon)
Pasco (Washington)
Paterson (Washington)
Lamb Weston RDO Frozen - Park Rapids (Minnesota)
Quincy (Washington)
Richland (Washington)
Shangdu (China)
Taber (Canada)
Twin Falls (Idaho)
Warden (Washington)
Lamb Weston/Meijer (1994-2022)
Bergen op Zoom (the Netherlands)
Frisch & Frost, Hollabrunn (Austria)
Kruiningen (the Netherlands)
Broekhuizenvorst (the Netherlands)
Lipetsk (Russia)
Oosterbierum (the Netherlands)
Wisbech (the United Kingdom)
In 2022, Lamb Weston / Meijer sold its Russian plant to local shareholders and later Meijer Beheer B.V. sold his share of ownership to Lamb Weston Holdings Inc.
Lamb Weston Alimentos Modernos S.A.
Munro (Argentina)
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
LW Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
LW Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 7 sierpnia 2026 | $0,3800 |
| 8 maja 2026 | $0,3800 |
| 30 stycznia 2026 | $0,3800 |
| 31 października 2025 | $0,3700 |
| 1 sierpnia 2025 | $0,3700 |
| 2 maja 2025 | $0,3700 |
| 31 stycznia 2025 | $0,3700 |
| 1 listopada 2024 | $0,3600 |
| 2 sierpnia 2024 | $0,3600 |
| 2 maja 2024 | $0,3600 |
| 1 lutego 2024 | $0,3600 |
| 2 listopada 2023 | $0,2800 |
| 3 sierpnia 2023 | $0,2800 |
| 4 maja 2023 | $0,2800 |
| 2 lutego 2023 | $0,2800 |
| 3 listopada 2022 | $0,2450 |
| 4 sierpnia 2022 | $0,2450 |
| 5 maja 2022 | $0,2450 |
| 3 lutego 2022 | $0,2450 |
| 4 listopada 2021 | $0,2350 |
LW Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 4 19,0%
- Kup 6 28,6%
- Trzymaj 11 52,4%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
12 analityków · 2026-08-16Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.87 | $0.64 | 0.23% |
| 31 marca 2026 | $0.72 | $0.63 | 0.09% |
| 31 grudnia 2025 | $0.69 | $0.67 | 0.02% |
| 30 września 2025 | $0.74 | $0.57 | 0.17% |
| 30 czerwca 2025 | $0.87 | $0.65 | 0.22% |
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 |
|---|---|---|---|---|---|---|
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| MKC | $1.01B | 23.0 | 1.7% | 11.5% | 14.3% | 37.9% |
| HRL | — | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| CPB | — | 16.1 | 6.4% | 5.9% | 15.6% | — |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CALM | — | 11.3 | -31.7% | 10.9% | 12.2% | 23.1% |
| POST | $5.67B | 19.5 | 3.0% | 4.1% | 8.8% | 28.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 14
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | $2.99B | $2.92B | |
| Cost of Revenue | $5.25B | $5.05B | $4.70B | $3.92B | $3.27B | $2.84B | $2.90B | $2.75B | $2.54B | $2.39B | $2.33B | $2.34B | |
| Gross Profit | $1.36B | $1.40B | $1.77B | $1.43B | $832M | $832M | $895M | $1.00B | $880M | $779M | $662M | $587M | |
| R&D Expense | $19M | $22M | $26M | $17M | $16M | $13M | $15M | $15M | $14M | $11M | $7M | $7M | |
| SG&A Expense | $665M | $634M | $701M | $550M | $388M | $357M | $338M | $335M | $299M | $260M | $288M | $206M | |
| Operating Income | $591M | $665M | $1.07B | $882M | $444M | $475M | $557M | $668M | $580M | $518M | $373M | $381M | |
| Pretax Income | $418M | $500M | $956M | $1.23B | $273M | $408M | $478M | $621M | $555M | $510M | $439M | $418M | |
| Income Tax | $128M | $143M | $230M | $225M | $72M | $90M | $112M | $134M | $121M | $170M | $144M | $140M | |
| Net Income | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | $285M | $268M | |
| EPS (Basic) | $2.09 | $2.51 | $5.01 | $6.98 | $1.38 | $2.17 | $2.50 | $3.19 | $2.83 | $2.22 | $1.92 | $1.83 | |
| EPS (Diluted) | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 | $2.16 | $2.49 | $3.18 | $2.82 | $2.22 | $1.92 | $1.83 | |
| Shares (Basic) | 138,900,000 | 142,200,000 | 144,900,000 | 144,500,000 | 145,500,000 | 146,400,000 | 146,200,000 | 146,500,000 | 146,300,000 | 146,100,000 | 146,000,000 | 146,000,000 | |
| Shares (Diluted) | 139,100,000 | 142,700,000 | 145,600,000 | 145,200,000 | 145,900,000 | 147,100,000 | 147,100,000 | 147,300,000 | 147,000,000 | 146,600,000 | 146,000,000 | 146,000,000 | |
| EBITDA | $988M | $1.07B | $1.37B | $1.10B | $636M | $664M | $741M | $831M | $723M | $627M | · | · |
Bilans 30
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $71M | $71M | $305M | $525M | $784M | $1.36B | $12M | $56M | $57M | $36M | $31M | |
| Receivables | $779M | $782M | $744M | $724M | $447M | $367M | $342M | $340M | $226M | $185M | $186M | · | |
| Inventory | $968M | $1.04B | $1.14B | $932M | $574M | $514M | $487M | $498M | $550M | $525M | $499M | · | |
| Prepaid Expense | $199M | $145M | $136M | $166M | $113M | $118M | $110M | $111M | $99M | $91M | $58M | · | |
| Current Assets | $2.01B | $2.03B | $2.09B | $2.13B | $1.66B | $1.78B | $2.30B | $962M | $930M | $858M | $780M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | $1.60B | $1.42B | $1.27B | $1.04B | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $2.87B | $2.58B | $2.35B | $2.03B | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | $1.28B | $1.16B | $1.08B | $991M | · | |
| Goodwill | $1.13B | $1.09B | $1.06B | $1.04B | $318M | $334M | $304M | $206M | $135M | $133M | $134M | · | |
| Intangibles | $108M | $114M | $105M | $110M | $34M | $37M | $38M | $38M | $35M | $37M | $40M | · | |
| Other Non-current Assets | $326M | $355M | $396M | $288M | $173M | $80M | $65M | $21M | $11M | $7M | $6M | · | |
| Total Assets | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Accounts Payable | $613M | $616M | $834M | $637M | $403M | $359M | $244M | $289M | $254M | $295M | $238M | · | |
| Accrued Liabilities | $482M | $411M | $408M | $510M | $264M | $227M | $233M | $217M | $216M | $200M | $133M | · | |
| Short-term Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | $25M | · | |
| Current Liabilities | $1.42B | $1.48B | $1.62B | $1.36B | $699M | $618M | $1.02B | $553M | $519M | $555M | $410M | · | |
| Capital Leases | $94M | $99M | $115M | $128M | $105M | $120M | $145M | $75M | · | · | · | · | |
| Deferred Tax | $298M | $254M | $256M | $252M | $172M | $160M | $152M | $126M | $92M | $90M | $144M | · | |
| Other Non-current Liabilities | $247M | $243M | $258M | $248M | $212M | $246M | $252M | $94M | $84M | $71M | $52M | · | |
| Total Liabilities | · | · | · | · | · | · | · | · | · | · | $301M | · | |
| Long-term Debt | $3.68B | $3.77B | $3.84B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | · | · | |
| Common Stock | $152M | $151M | $151M | $150M | $148M | $148M | $147M | $147M | $146M | $146M | · | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $-905M | · | · | |
| Retained Earnings | $2.93B | $2.85B | $2.70B | $2.16B | $1.31B | $1.24B | $1.06B | $804M | $426M | $121M | · | · | |
| Treasury Stock | $962M | $838M | $541M | $314M | $264M | $104M | $68M | $39M | $3M | $200.0K | · | · | |
| AOCI | $132M | $54M | $-13M | $-27M | $-16M | $30M | $-40M | $-25M | $-4M | $-9M | $-9M | $-5M | |
| Stockholders' Equity | $1.82B | $1.74B | $1.79B | $1.41B | $360M | $481M | $240M | $-5M | $-335M | $-647M | $1.40B | $1.36B | |
| Liabilities + Equity | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Shares Outstanding | 137,455,441 | 139,237,760 | 143,666,656 | 145,665,683 | 144,071,428 | 146,191,864 | 146,038,893 | 146,069,033 | 146,332,332 | 146,080,901 | · | · |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $397M | $375M | $307M | $223M | $192M | $188M | $182M | $162M | $143M | $109M | $96M | $96M | |
| Stock-based Comp | $46M | $40M | $47M | $38M | $21M | $21M | $23M | $19M | $14M | $6M | $3M | $7M | |
| Deferred Tax | $41M | $400.0K | $-1M | $400.0K | $14M | $4M | $20M | $38M | $-4M | $15M | $21M | $24M | |
| Amort. of Intangibles | · | · | · | $7M | $6M | $5M | $2M | $2M | $2M | $2M | $2M | $3M | |
| Restructuring | $104M | $100M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Other Non-cash | $169M | $64M | $-280M | $-509M | $-10M | $22M | $-19M | $-16M | $-90M | $-19M | · | · | |
| Operating Cash Flow | $943M | $868M | $798M | $762M | $419M | $553M | $574M | $681M | $481M | $447M | $382M | $354M | |
| CapEx | $403M | $638M | $930M | $654M | $290M | $147M | $168M | $334M | $307M | $287M | $152M | $115M | |
| Investing Cash Flow | $-380M | $-648M | $-984M | $-1.34B | $-310M | $-162M | $-346M | $-423M | $-307M | $-285M | $-144M | $-171M | |
| Debt Issued | · | · | · | · | $1.68B | · | $1.12B | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | $1.68B | · | · | · | · | · | · | · | |
| Dividends Paid | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · | |
| Financing Cash Flow | $-569M | $-225M | $-48M | $341M | $-363M | $-974M | $1.12B | $-300M | $-179M | $-142M | $-233M | $-178M | |
| Net Change in Cash | $-2M | $-700.0K | $-233M | $-220M | $-258M | $-580M | $1.35B | $-43M | $-2M | $21M | $6M | $4M | |
| Taxes Paid | $119M | $150M | $189M | $226M | $44M | $84M | $82M | $103M | $107M | $170M | $125M | $115M | |
| Free Cash Flow | $540M | $230M | $-131M | $108M | $128M | $406M | $406M | $347M | $174M | $160M | · | · |
Rentowność 8
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% | 22.7% | 23.6% | 26.7% | 25.7% | 24.8% | · | · | |
| Operating Margin | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% | 12.9% | 14.7% | 17.8% | 16.9% | 16.4% | · | · | |
| Net Margin | 4.4% | 5.5% | 11.2% | 18.9% | 4.9% | 8.7% | 9.7% | 12.7% | 12.2% | 10.3% | · | · | |
| Pretax Margin | 6.3% | 7.8% | 14.8% | 23.1% | 6.7% | 11.1% | 12.6% | 16.5% | 16.2% | 16.1% | · | · | |
| EBITDA Margin | 14.9% | 16.6% | 21.2% | 20.6% | 15.5% | 18.1% | 19.5% | 22.1% | 21.1% | 19.8% | · | · | |
| ROA | 3.9% | 4.8% | 10.4% | 18.9% | 4.8% | 7.2% | 9.5% | 16.5% | 15.9% | 14.1% | · | · | |
| ROE | 16.2% | 21.2% | 40.9% | 94.9% | 53.4% | 68.2% | 143.4% | -1574.3% | -114.7% | 86.8% | · | · | |
| ROIC | 19.8% | 22.5% | 38.3% | 45.9% | 90.8% | 76.9% | 57.7% | 13804.1% | -139.4% | -55.3% | · | · |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 | 2.9 | 2.2 | 1.7 | 1.8 | 1.5 | · | · | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 | 1.9 | 1.7 | 0.6 | 0.5 | 0.4 | · | · | |
| Debt / Equity | 0.1 | 0.2 | 0.2 | 0.1 | · | · | 2.1 | -1.8 | -0.0 | -0.0 | · | · |
Efektywność 3
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 0.8 | 1.0 | 1.3 | 1.3 | 1.4 | · | · | |
| Inventory Turnover | 5.2 | 4.6 | 4.5 | 5.2 | 6.0 | 5.7 | 5.9 | 5.3 | 4.7 | 4.7 | · | · | |
| Receivables Turnover | 8.5 | 8.5 | 8.8 | 9.1 | 10.1 | 10.4 | 11.1 | 13.3 | 16.7 | 17.0 | · | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -0.25% | 20.9% | 30.5% | 11.7% | -3.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 16.3% | 20.8% | 12.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.5% | 11.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -16.8% | -49.8% | -28.3% | 403.6% | -36.1% | -13.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -33.1% | 21.9% | 32.1% | 40.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.75% | 0.08% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.8% | -50.8% | -28.1% | 402.2% | -36.8% | -13.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -34.0% | 21.1% | 31.7% | 40.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | -0.48% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.9% | 11.3% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 17
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | · | · | |
| Net Income TTM | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | · | · | |
| Market Cap | $5.94B | $7.04B | $12.82B | $15.94B | $9.80B | $12.06B | $8.77B | $9.08B | $9.58B | $6.67B | · | · | |
| Enterprise Value | $6.12B | $7.34B | $13.07B | $15.80B | · | · | $7.91B | $9.07B | $9.53B | $6.63B | · | · | |
| P/E | 20.8 | 20.2 | 17.9 | 15.7 | 49.3 | 38.2 | 24.1 | 19.5 | 23.2 | 20.6 | · | · | |
| P/S | 0.9 | 1.1 | 2.0 | 3.0 | 2.4 | 3.3 | 2.3 | 2.4 | 2.8 | 2.1 | · | · | |
| P/B | 3.3 | 4.1 | 7.2 | 11.3 | 27.2 | 25.1 | 36.5 | -1972.9 | -28.6 | -10.3 | · | · | |
| P / Tangible Book | 10.1 | 13.2 | 20.6 | 61.2 | 1113.1 | 110.4 | · | · | · | · | · | · | |
| P / Cash Flow | 6.3 | 8.1 | 16.1 | 20.9 | 23.4 | 21.8 | 15.3 | 13.3 | 19.9 | 14.9 | · | · | |
| P / FCF | 11.0 | 30.6 | -97.6 | 148.0 | 76.5 | 29.7 | 21.6 | 26.2 | 54.9 | 41.8 | · | · | |
| EV / EBITDA | 6.2 | 6.8 | 9.5 | 14.3 | · | · | 10.7 | 10.9 | 13.2 | 10.6 | · | · | |
| EV / FCF | 11.3 | 31.9 | -99.6 | 146.7 | · | · | 19.5 | 26.2 | 54.7 | 41.6 | · | · | |
| EV / Revenue | 0.9 | 1.1 | 2.0 | 3.0 | · | · | 2.1 | 2.4 | 2.8 | 2.1 | · | · | |
| Dividend Yield | 3.5% | 2.9% | 1.4% | 0.92% | 1.4% | 1.1% | 1.4% | 1.2% | 1.1% | 0.41% | · | · | |
| Earnings Yield | 4.8% | 4.9% | 5.6% | 6.3% | 2.0% | 2.6% | 4.2% | 5.1% | 4.3% | 4.9% | · | · | |
| Payout Ratio | 71.5% | 57.9% | 24.0% | 14.5% | 68.9% | 42.6% | 33.1% | 23.7% | 26.4% | 8.4% | · | · | |
| Annual Payout | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · |
Rachunek zysków i strat 13
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.56B | $1.62B | $1.66B | $1.68B | $1.52B | $1.60B | $1.65B | $1.61B | $1.46B | $1.73B | $1.67B | $1.69B | $1.25B | $1.28B | $1.13B | |
| Cost of Revenue | $1.41B | $1.23B | $1.29B | $1.32B | $1.33B | $1.10B | $1.32B | $1.30B | $1.22B | $1.05B | $1.26B | $1.17B | $1.32B | $856M | $895M | $852M | |
| Gross Profit | $361M | $332M | $324M | $342M | $342M | $422M | $278M | $356M | $388M | $404M | $476M | $500M | $379M | $398M | $382M | $273M | |
| SG&A Expense | $183M | $157M | $171M | $154M | $141M | $164M | $185M | $144M | $175M | $180M | $170M | $176M | $192M | $132M | $110M | $116M | |
| Operating Income | $169M | $127M | $139M | $156M | $186M | $249M | $18M | $212M | $212M | $224M | $306M | $323M | $187M | $266M | $272M | $157M | |
| Pretax Income | $124M | $84M | $98M | $112M | $141M | $204M | $-23M | $178M | $180M | $189M | $281M | $305M | $571M | $217M | $140M | $306M | |
| Income Tax | $14M | $30M | $36M | $48M | $21M | $58M | $13M | $51M | $51M | $43M | $66M | $70M | $72M | $42M | $37M | $74M | |
| Net Income | $110M | $54M | $62M | $64M | $120M | $146M | $-36M | $127M | $130M | $146M | $215M | $235M | $499M | $175M | $103M | $232M | |
| EPS (Basic) | $0.79 | $0.39 | $0.45 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.89 | $0.91 | $1.01 | $1.48 | $1.61 | $3.43 | $1.22 | $0.72 | $1.61 | |
| EPS (Diluted) | $0.79 | $0.39 | $0.44 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.88 | $0.89 | $1.01 | $1.48 | $1.60 | $3.43 | $1.21 | $0.71 | $1.60 | |
| Shares (Basic) | -279,000,000 | 139,000,000 | 139,400,000 | 139,500,000 | -286,100,000 | 141,900,000 | 142,800,000 | 143,600,000 | -290,200,000 | 144,500,000 | 144,900,000 | 145,700,000 | -287,500,000 | 144,000,000 | 144,000,000 | 144,000,000 | |
| Shares (Diluted) | -279,600,000 | 139,300,000 | 139,600,000 | 139,800,000 | -287,100,000 | 142,400,000 | 143,200,000 | 144,200,000 | -291,800,000 | 145,300,000 | 145,500,000 | 146,600,000 | -288,800,000 | 144,800,000 | 144,600,000 | 144,600,000 | |
| EBITDA | · | $127M | $139M | $252M | · | $249M | $18M | $303M | · | $224M | $306M | $393M | · | $266M | $272M | $207M |
Bilans 25
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $58M | $83M | $99M | $71M | $68M | $79M | $121M | $71M | $62M | $78M | $163M | · | $675M | $419M | $485M | |
| Receivables | $779M | $750M | $742M | $773M | $782M | $717M | $695M | $721M | $744M | $736M | $766M | $726M | · | $500M | $509M | $450M | |
| Inventory | $968M | $1.09B | $1.12B | $907M | $1.04B | $1.25B | $1.33B | $1.14B | $1.14B | $1.21B | $1.15B | $873M | · | $837M | $822M | $636M | |
| Prepaid Expense | $199M | $158M | $68M | $95M | $145M | $162M | $90M | $86M | $136M | $151M | $83M | $84M | · | $105M | $51M | $60M | |
| Current Assets | $2.01B | $2.06B | $2.01B | $1.87B | $2.03B | $2.20B | $2.19B | $2.06B | $2.09B | $2.16B | $2.08B | $1.85B | · | $2.12B | $1.80B | $1.63B | |
| Goodwill | $1.13B | $1.14B | $1.10B | $1.11B | $1.09B | $1.03B | $1.03B | $1.09B | $1.06B | $1.06B | $1.07B | $1.04B | $1.04B | $348M | $348M | $352M | |
| Intangibles | $108M | $110M | $111M | $114M | $114M | $99M | $101M | $108M | $105M | $106M | $109M | $109M | · | $31M | $32M | $33M | |
| Other Non-current Assets | $326M | $320M | $338M | $331M | $355M | $402M | $403M | $434M | $396M | $381M | $477M | $389M | · | $329M | $253M | $219M | |
| Total Assets | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Accounts Payable | $613M | $600M | $709M | $545M | $616M | $665M | $846M | $689M | $834M | $684M | $834M | $678M | · | $453M | $581M | $463M | |
| Accrued Liabilities | $482M | $460M | $424M | $416M | $411M | $392M | $391M | $448M | $408M | $454M | $434M | $411M | · | $309M | $297M | $276M | |
| Short-term Debt | $249M | $269M | $187M | $215M | $371M | $485M | $320M | $530M | $326M | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Current Liabilities | $1.42B | $1.41B | $1.40B | $1.26B | $1.48B | $1.62B | $1.63B | $1.73B | $1.62B | $1.82B | $1.62B | $1.29B | · | $817M | $918M | $780M | |
| Capital Leases | $94M | · | · | · | $99M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Deferred Tax | $298M | $273M | $273M | $264M | $254M | $242M | $247M | $257M | $256M | $255M | $260M | $256M | · | $161M | $178M | $219M | |
| Other Non-current Liabilities | $247M | $241M | $251M | $254M | $243M | $245M | $251M | $251M | $258M | $242M | $247M | $247M | · | $230M | $199M | $201M | |
| Long-term Debt | $3.68B | · | · | · | $3.77B | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $269M | $187M | $215M | · | $485M | $320M | $530M | · | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Common Stock | $152M | $152M | $152M | $152M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | · | $148M | $148M | $148M | |
| Retained Earnings | $2.93B | $2.87B | $2.87B | $2.86B | $2.85B | $2.78B | $2.69B | $2.78B | $2.70B | $2.62B | $2.53B | $2.35B | · | $1.70B | $1.57B | $1.50B | |
| Treasury Stock | $962M | $898M | $897M | $857M | $838M | $736M | $634M | $634M | $541M | $480M | $479M | $428M | · | $310M | $298M | $297M | |
| AOCI | $132M | $143M | $82M | $101M | $54M | $-74M | $-74M | $43M | $-13M | $-14M | $4M | $-26M | · | $-53M | $-62M | $-46M | |
| Stockholders' Equity | $1.82B | $1.83B | $1.75B | $1.79B | $1.74B | $1.63B | $1.63B | $1.84B | $1.79B | $1.76B | $1.67B | $1.50B | $1.41B | $715M | $573M | $510M | |
| Liabilities + Equity | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Shares Outstanding | 137,455,441 | 138,979,545 | 138,879,465 | 139,335,411 | 139,237,760 | 141,114,556 | 142,640,636 | 142,595,357 | 143,666,656 | 144,390,986 | 144,368,320 | 144,926,900 | 145,665,683 | 143,751,746 | 143,870,309 | 143,830,587 |
Przepływy pieniężne 15
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $100M | $96M | $95M | $95M | $69M | $120M | $90M | $87M | $79M | $71M | $70M | $70M | $51M | $52M | $50M | |
| Stock-based Comp | $16M | $10M | $10M | $11M | $8M | $9M | $12M | $10M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $8M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $7M | $3M | $3M | · | $1M | $2M | $1M | |
| Restructuring | $9M | $48M | $14M | $32M | $16M | $10M | $75M | $0 | $0 | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | · | $182M | · | · | · | $103M | · | · | · | $20M | · | · | · | $-97M | |
| Operating Cash Flow | $347M | $65M | $178M | $352M | $383M | $56M | $99M | $330M | $317M | $26M | $121M | $335M | $427M | $47M | $96M | $192M | |
| CapEx | $146M | $102M | $77M | $78M | $88M | $76M | $149M | $326M | $166M | $256M | $240M | $267M | $225M | $196M | $132M | $101M | |
| Investing Cash Flow | $-142M | $-101M | $-61M | $-76M | $-89M | $-74M | $-149M | $-336M | $-159M | $-254M | $-266M | $-305M | $-805M | $-225M | $-144M | $-167M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10M | $14M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $14M | |
| Dividends Paid | $53M | $51M | $52M | $52M | $52M | $51M | $52M | $52M | $52M | $40M | $41M | $41M | $40M | $35M | $35M | $35M | |
| Financing Cash Flow | $-195M | $8M | $-133M | $-248M | $-294M | $6M | $11M | $52M | $-148M | $212M | $60M | $-172M | $10M | $428M | $-33M | $-64M | |
| Net Change in Cash | $11M | $-25M | $-16M | $28M | $3M | $-12M | $-42M | $49M | $9M | $-16M | $-85M | $-142M | $-370M | $256M | $-66M | $-40M | |
| Taxes Paid | $18M | $31M | $60M | $10M | $26M | $37M | $80M | $6M | $48M | $39M | $97M | $4M | $58M | $76M | $89M | $-3M | |
| Free Cash Flow | · | · | · | $274M | · | · | · | $4M | · | · | · | $67M | · | · | · | $91M |
Rentowność 8
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 21.2% | 20.0% | 20.6% | · | 27.8% | 17.3% | 21.5% | · | 27.7% | 27.5% | 30.0% | · | 31.7% | 29.9% | 24.3% | |
| Operating Margin | · | 8.1% | 8.6% | 9.4% | · | 16.4% | 1.2% | 12.8% | · | 15.3% | 17.6% | 19.4% | · | 21.2% | 21.3% | 14.0% | |
| Net Margin | · | 3.5% | 3.8% | 3.9% | · | 9.6% | -2.2% | 7.7% | · | 10.0% | 12.4% | 14.1% | · | 14.0% | 8.1% | 20.6% | |
| Pretax Margin | · | 5.4% | 6.1% | 6.8% | · | 13.4% | -1.4% | 10.8% | · | 13.0% | 16.2% | 18.3% | · | 17.3% | 11.0% | 27.2% | |
| EBITDA Margin | · | 8.1% | 8.6% | 15.2% | · | 16.4% | 1.2% | 18.3% | · | 15.3% | 17.6% | 23.6% | · | 21.2% | 21.3% | 18.4% | |
| ROA | · | 0.73% | 0.84% | 0.87% | · | 2.0% | -0.50% | 1.8% | · | 2.4% | 3.7% | 4.3% | · | 3.8% | 2.4% | 5.4% | |
| ROE | · | 3.1% | 3.7% | 3.5% | · | 8.6% | -2.2% | 7.6% | · | 11.8% | 19.2% | 23.3% | · | 31.6% | 22.0% | 49.5% | |
| ROIC | · | 3.9% | 4.5% | 4.5% | · | 8.4% | 1.5% | 6.4% | · | 7.5% | 11.9% | 15.1% | · | 29.8% | 34.4% | 22.9% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.3 | 1.2 | · | 1.2 | 1.3 | 1.4 | · | 2.6 | 2.0 | 2.1 | |
| Quick Ratio | · | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.7 | · | 1.4 | 1.0 | 1.2 | |
| Debt / Equity | · | 0.1 | 0.1 | 0.1 | · | 0.3 | 0.2 | 0.3 | · | 0.3 | 0.2 | 0.1 | · | 0.0 | 0.0 | 0.0 |
Efektywność 3
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | · | 1.1 | 1.1 | 1.3 | · | 0.9 | 1.1 | 1.3 | · | 1.0 | 1.3 | 1.5 | · | 1.2 | 1.2 | 1.5 | |
| Receivables Turnover | · | 2.1 | 2.3 | 2.2 | · | 2.1 | 2.2 | 2.3 | · | 2.4 | 2.7 | 2.8 | · | 2.7 | 2.7 | 2.6 |
Wycena (TTM) 15
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $6.36B | $6.40B | $6.43B | · | $6.23B | $6.45B | $6.51B | · | $6.11B | $5.93B | $5.32B | · | $4.61B | $4.36B | $4.07B | |
| Net Income TTM | · | $326M | $236M | $302M | · | $383M | $452M | $723M | · | $771M | $728M | $745M | · | $617M | $474M | $401M | |
| Market Cap | · | $6.71B | $8.01B | $7.94B | · | $7.87B | $10.97B | $8.94B | · | $14.82B | $14.32B | $13.96B | · | $14.37B | $12.39B | $11.61B | |
| Enterprise Value | · | $6.92B | $8.11B | $8.06B | · | $8.29B | $11.21B | $9.35B | · | $15.30B | $14.54B | $13.94B | · | $13.70B | $11.98B | $11.13B | |
| P/E | · | 20.8 | 34.3 | 26.9 | · | 20.9 | 24.7 | 12.6 | · | 19.4 | 19.8 | 18.8 | · | 23.5 | 26.4 | 29.4 | |
| P/S | · | 1.1 | 1.3 | 1.2 | · | 1.3 | 1.7 | 1.4 | · | 2.4 | 2.4 | 2.6 | · | 3.1 | 2.8 | 2.9 | |
| P/B | · | 3.7 | 4.6 | 4.4 | · | 4.8 | 6.7 | 4.9 | · | 8.4 | 8.6 | 9.3 | · | 20.1 | 21.6 | 22.8 | |
| P / Tangible Book | · | 11.5 | 14.7 | 14.1 | · | 15.5 | 21.8 | 13.9 | · | 24.9 | 29.0 | 39.6 | · | 42.8 | 64.1 | 92.9 | |
| P / Cash Flow | · | · | · | 22.6 | · | · | · | 27.1 | · | · | · | 41.7 | · | · | · | 60.4 | |
| P / FCF | · | · | · | 28.9 | · | · | · | 2078.9 | · | · | · | 207.5 | · | · | · | 127.7 | |
| EV / EBITDA | · | 54.7 | 58.3 | 32.0 | · | 33.3 | 606.1 | 30.9 | · | 68.3 | 47.6 | 35.4 | · | 51.5 | 44.1 | 53.8 | |
| EV / FCF | · | · | · | 29.4 | · | · | · | 2174.2 | · | · | · | 207.2 | · | · | · | 122.5 | |
| EV / Revenue | · | 1.1 | 1.3 | 1.3 | · | 1.3 | 1.7 | 1.4 | · | 2.5 | 2.5 | 2.6 | · | 3.0 | 2.7 | 2.7 | |
| Earnings Yield | · | 4.8% | 2.9% | 3.7% | · | 4.8% | 4.1% | 7.9% | · | 5.2% | 5.0% | 5.3% | · | 4.2% | 3.8% | 3.4% | |
| Payout Ratio | · | · | · | 80.4% | · | · | · | 40.6% | · | · | · | 17.4% | · | · | · | 15.2% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Przychody | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B |
| Marża Brutto % | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% |
| Marża Operacyjna % | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% |
| Zysk netto | $290M | $357M | $726M | $1.01B | $201M |
| Rozwodniony EPS | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 |
Bilans
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.1 | 0.2 | 0.2 | 0.1 | — |
| Wskaźnik bieżący | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 |
| Wskaźnik Szybkości | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 |
Przepływy pieniężne
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $540M | $230M | $-131M | $108M | $128M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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) 638 emitentów · $3.5B 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 |
|---|---|---|---|---|
| 79 (-34 vs poprzedni kw.) | 72 (-74 vs poprzedni kw.) | 189 (+15 vs poprzedni kw.) | 190 (-13 vs poprzedni kw.) | +27.1M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $347 125 790 | 8 039 041 | 9,82% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $258 885 129 | 5 995 487 | 7,33% | Akcje |
| Starboard Value LP | $247 593 343 | 5 733 982 | 7,01% | Akcje |
| JANA Partners Management, LP | $232 940 339 | 5 394 635 | 6,59% | Akcje |
| STATE STREET CORP | $210 271 228 | 4 869 644 | 5,95% | Akcje |
| CONTINENTAL GRAIN CO | $154 112 874 | 3 569 080 | 4,36% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $129 550 299 | 3 000 239 | 3,67% | Akcje |
| FMR LLC | $111 865 524 | 2 590 679 | 3,17% | Akcje |
| NORGES BANK | $106 053 966 | 2 456 090 | 3,00% | Akcje |
| Brookfield Corp /ON/ | $96 132 109 | 2 226 311 | 2,72% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $85 064 773 | 1 969 339 | 2,41% | Akcje |
| Douglas Lane & Associates, LLC | $72 644 105 | 1 682 355 | 2,06% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $65 489 000 | 1 516 642 | 1,85% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53 145 814 | 1 230 797 | 1,50% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $52 361 623 | 1 212 636 | 1,48% | Akcje |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46 486 680 | 1 076 579 | 1,32% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $37 484 644 | 868 102 | 1,06% | Akcje |
| Clarkston Capital Partners, LLC | $34 176 106 | 791 480 | 0,97% | Akcje |
| Swedbank AB | $33 680 400 | 780 000 | 0,95% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31 996 380 | 741 000 | 0,91% | Opcja sprzedaży |
| BARCLAYS PLC | $31 011 876 | 718 200 | 0,88% | Akcje |
| Ion Asset Management Ltd. | $30 486 482 | 524 905 | 0,86% | Akcje |
| Gotham Asset Management, LLC | $29 434 597 | 681 672 | 0,83% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $25 110 077 | 581 521 | 0,71% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $25 026 221 | 579 579 | 0,71% | Akcje |
| FIRST TRUST ADVISORS LP | $23 777 766 | 550 666 | 0,67% | Akcje |
| STALEY CAPITAL ADVISERS INC | $21 733 789 | 503 330 | 0,61% | Akcje |
| LONDON CO OF VIRGINIA | $20 489 612 | 474 139 | 0,58% | Akcje |
| Public Sector Pension Investment Board | $20 483 340 | 474 371 | 0,58% | Akcje |
| GOLDMAN SACHS GROUP INC | $19 938 926 | 461 763 | 0,56% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19 918 934 | 461 300 | 0,56% | Opcja kupna |
| AMERIPRISE FINANCIAL INC | $17 446 146 | 404 033 | 0,49% | Akcje |
| Alberta Investment Management Corp | $16 978 376 | 393 200 | 0,48% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $16 805 397 | 389 194 | 0,48% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 333 779 | 355 113 | 0,43% | Akcje |
| DEPRINCE RACE & ZOLLO INC | $15 311 939 | 362 327 | 0,43% | Akcje |
| Ensign Peak Advisors, Inc | $15 284 209 | 353 965 | 0,43% | Akcje |
| JANUS HENDERSON GROUP PLC | $15 280 455 | 361 582 | 0,43% | Akcje |
| Quantinno Capital Management LP | $13 972 963 | 323 598 | 0,40% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 748 080 | 318 390 | 0,39% | Akcje |
| GRANDFIELD & DODD, LLC | $12 736 321 | 294 958 | 0,36% | Akcje |
| UMB Bank, n.a. | $12 357 943 | 286 196 | 0,35% | Akcje |
| Freestone Grove Partners LP | $12 264 761 | 284 038 | 0,35% | Akcje |
| VANGUARD GROUP INC | $12 207 291 | 291 413 | 0,35% | Akcje |
| RHUMBLINE ADVISERS | $12 169 843 | 281 841 | 0,34% | Akcje |
| JANE STREET GROUP, LLC | $12 155 170 | 281 500 | 0,34% | Opcja sprzedaży |
| IEQ CAPITAL, LLC | $11 931 715 | 276 325 | 0,34% | Akcje |
| WOLVERINE TRADING, LLC | $11 918 947 | 214 100 | 0,34% | Opcja sprzedaży |
| Swiss National Bank | $11 369 294 | 263 300 | 0,32% | Akcje |
| BlackRock, Inc. | $11 055 073 | 256 023 | 0,31% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $10 959 818 | 253 817 | 0,31% | Akcje |
| Goodman Financial Corp | $10 868 428 | 251 698 | 0,31% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $10 056 354 | 232 894 | 0,28% | Akcje |
| California Public Employees Retirement System | $9 979 632 | 231 117 | 0,28% | Akcje |
| JANE STREET GROUP, LLC | $9 352 788 | 216 600 | 0,26% | Opcja kupna |
| Legal & General Group Plc | $9 222 643 | 213 586 | 0,26% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $9 216 123 | 213 435 | 0,26% | Akcje |
| Channing Capital Management, LLC | $9 015 379 | 208 786 | 0,26% | Akcje |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8 748 326 | 202 601 | 0,25% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 487 806 | 196 568 | 0,24% | Akcje |
| Mariner, LLC | $8 075 658 | 187 016 | 0,23% | Akcje |
| Twin Tree Management, LP | $7 819 898 | 181 100 | 0,22% | Opcja kupna |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $7 355 118 | 170 336 | 0,21% | Akcje |
| Point72 Asset Management, L.P. | $7 344 918 | 170 100 | 0,21% | Opcja sprzedaży |
| SHAPIRO CAPITAL MANAGEMENT LLC | $7 300 227 | 169 065 | 0,21% | Akcje |
| Assenagon Asset Management S.A. | $7 297 420 | 169 000 | 0,21% | Akcje |
| Point72 Asset Management, L.P. | $6 969 252 | 161 400 | 0,20% | Opcja kupna |
| NEUBERGER BERMAN GROUP LLC | $6 819 720 | 157 937 | 0,19% | Akcje |
| Rodgers Brothers Inc. | $6 590 646 | 152 632 | 0,19% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 498 827 | 153 782 | 0,18% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 488 313 | 150 262 | 0,18% | Akcje |
| BANK OF AMERICA CORP /DE/ | $6 330 197 | 146 600 | 0,18% | Akcje |
| PRUDENTIAL FINANCIAL INC | $6 217 488 | 143 990 | 0,18% | Akcje |
| Verition Fund Management LLC | $6 080 737 | 140 823 | 0,17% | Akcje |
| BERNZOTT CAPITAL ADVISORS | $6 023 380 | 116 169 | 0,17% | Akcje |
| BancorpSouth Bank | $5 879 135 | 140 347 | 0,17% | Akcje |
| WOLVERINE TRADING, LLC | $5 745 144 | 103 200 | 0,16% | Opcja kupna |
| MARSHALL WACE, LLP | $5 722 386 | 132 524 | 0,16% | Akcje |
| Cerity Partners LLC | $5 626 517 | 130 304 | 0,16% | Akcje |
| Orion Portfolio Solutions, LLC | $5 467 502 | 102 579 | 0,15% | Akcje |
| Cetera Investment Advisers | $5 465 642 | 126 577 | 0,15% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5 408 554 | 125 256 | 0,15% | Akcje |
| Cubist Systematic Strategies, LLC | $5 395 632 | 92 900 | 0,15% | Opcja kupna |
| STATE OF WISCONSIN INVESTMENT BOARD | $5 370 987 | 124 386 | 0,15% | Akcje |
| First Nebraska Trust Co | $5 348 836 | 123 873 | 0,15% | Akcje |
| Leeward Investments, LLC - MA | $5 333 444 | 123 517 | 0,15% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 267 485 | 121 989 | 0,15% | Akcje |
| D. E. Shaw & Co., Inc. | $5 198 872 | 120 400 | 0,15% | Opcja kupna |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 128 316 | 118 766 | 0,15% | Akcje |
| LPL Financial LLC | $4 872 155 | 112 833 | 0,14% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $4 644 382 | 107 559 | 0,13% | Akcje |
| Woodline Partners LP | $4 641 850 | 107 500 | 0,13% | Akcje |
| WELLS FARGO & COMPANY/MN | $4 639 518 | 107 446 | 0,13% | Akcje |
| ALGERT GLOBAL LLC | $4 569 308 | 105 820 | 0,13% | Akcje |
| MAC Alpha Capital Management, LP | $4 495 525 | 104 103 | 0,13% | Akcje |
| Kingsview Wealth Management, LLC | $4 492 344 | 106 303 | 0,13% | Akcje |
| UBS Group AG | $4 444 172 | 102 922 | 0,13% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $4 278 361 | 99 082 | 0,12% | Akcje |
| VAN ECK ASSOCIATES CORP | $4 134 183 | 95 743 | 0,12% | Akcje |
| State of Tennessee, Department of Treasury | $4 107 843 | 95 133 | 0,12% | Akcje |
Insiderzy spółki 33 insiderów · 11 dyrektorzy generalni · 11 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| James D Gray | Chief Financial Officer | 28 lipca 2026 A | 101 444 | 0 | 0 | $0 |
| Robert Mcnutt | Senior Vice President and CFO | 27 lipca 2021 F | 54 661 | 0 | 0 | $0 |
| Jan Eli B Craps | Executive Chair | 28 lipca 2026 A | 689 169 | 0 | 0 | $0 |
| Amit Philip | Chief Strategy/Tech Officer | 28 lipca 2026 A | 38 686 | 0 | 0 | $0 |
| Sukshma Rajagopalan | Chief Info and Digital Officer | 26 czerwca 2023 A | 13 082 | 0 | 0 | $0 |
| Sharon L. Miller | Senior Vice President | 8 listopada 2021 F | 61 773 | 0 | 0 | $0 |
| Gerardo Scheufler | SVP, Chief Supply Chain Off | 12 sierpnia 2021 F | 23 716 | 0 | 0 | $0 |
| John C Hatto | Senior Vice President | 29 lipca 2021 A | 14 318 | 0 | 0 | $0 |
| Micheline C Carter | Chief Human Resources Officer | 27 lipca 2021 F | 23 558 | 0 | 0 | $0 |
| Richard Allan Martin | SVP, Chief Supply Chain Off | 22 lipca 2019 A | 70 170 | 0 | 0 | $0 |
| Rodney W. Hepponstall | Senior Vice President | 1 grudnia 2017 A | 32 870 | 0 | 0 | $0 |
| JANA Partners Management, LP | Dyrektor | 15 kwietnia 2026 P | 5 398 980 | 4 | 0 | $16 073 540 |
| Timothy R. McLevish | Dyrektor | 2 października 2025 A | 55 961 | 0 | 0 | $0 |
| Hala G Moddelmog | Dyrektor | 2 października 2025 A | 23 568 | 0 | 0 | $0 |
| Robert A Niblock | Dyrektor | 20 października 2021 P | 11 590 | 0 | 0 | $0 |
| Robert Coviello | Dyrektor | 11 października 2021 A | 6 588 | 0 | 0 | $0 |
| Thomas P. Maurer | Dyrektor | 11 października 2021 A | 22 116 | 0 | 0 | $0 |
| Maria Renna Sharpe | Dyrektor | 11 października 2021 A | 14 648 | 0 | 0 | $0 |
| William G Jurgensen | Dyrektor | 11 października 2021 A | 154 601 | 0 | 0 | $0 |
| Charles A Blixt | Dyrektor | 11 października 2021 A | 14 784 | 0 | 0 | $0 |
| Andrew J Schindler | Dyrektor | 4 października 2018 A | 8 589 | 0 | 0 | $0 |
| Michael Christopher Crowley | — | 4 sierpnia 2026 F | 32 257 | 0 | 0 | $0 |
| Sylvia Wilks | — | 4 sierpnia 2026 F | 42 403 | 0 | 0 | $0 |
| Marc Schroeder | — | 4 sierpnia 2026 F | 44 110 | 0 | 0 | $0 |
| Steven J Younes | — | 4 sierpnia 2026 F | 44 855 | 0 | 0 | $0 |
| Gregory W Jones | — | 4 sierpnia 2026 F | 11 859 | 0 | 0 | $0 |
| Michael Jared Smith | — | 4 sierpnia 2026 F | 178 423 | 0 | 0 | $0 |
| Eryk J Spytek | — | 4 sierpnia 2026 F | 32 174 | 0 | 0 | $0 |
| Peter J Bensen | — | 6 kwietnia 2026 P | 17 204 | 1 | 0 | $197 200 |
| Lawrence E. Kurzius | — | 2 października 2025 A | 5 461 | 0 | 0 | $0 |
| Andre J Hawaux | — | 2 października 2025 A | 44 532 | 0 | 0 | $0 |
| Thomas P. Werner | — | 8 listopada 2021 F | 144 072 | 0 | 0 | $0 |
| Bernadette M Madarieta | — | 29 lipca 2021 A | 17 743 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 3 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 |
|---|---|---|---|---|---|
| CONTINENTAL GRAIN CO, FRIBOURG PAUL J, GENDASON ARI DAVID, ZIMMERMAN MICHAEL J, FRIBOURG CHARLES ×9 zgłoszenia | 1 lipca 2025 | 1,50% | Aneks | — | SEC |
| JANA PARTNERS MANAGEMENT, LP ×10 zgłoszenia | 1 lipca 2025 | 4,90% | Aneks | Kampania zarządu | SEC |
| Continental Grain Company, Paul J. Fribourg, Ari D. Gendason | 18 października 2024 | — | 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 96 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 |
|---|---|---|---|---|
| PSCC · Invesco Exchange-Traded Fund Trust … | 11,07% | 90 837 SH | 8 sierpnia 2026 | Dziennie |
| FXG · First Trust Exchange-Traded AlphaDE… | 3,37% | 188 911 NS | 30 kwietnia 2026 | N-PORT |
| LBAY · Tidal Trust I | 3,36% | 13 722 NS | 31 maja 2026 | N-PORT |
| MDPL · Northern Lights Fund Trust IV | 3,17% | 44 670 NS | 31 maja 2026 | N-PORT |
| KEAT · EA Series Trust | 1,32% | 36 422 NS | 30 kwietnia 2026 | N-PORT |
| VEGI · iShares, Inc. | 1,29% | 36 352 SH | 8 sierpnia 2026 | Dziennie |
| IJS · iShares Trust | 0,77% | 1 229 229 SH | 8 sierpnia 2026 | Dziennie |
| CVAR · ETF Opportunities Trust | 0,75% | 6 635 NS | 30 kwietnia 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,64% | 292 981 SH | 8 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,48% | 191 223 SH | 8 sierpnia 2026 | Dziennie |
| NUSC · Nushares ETF Trust | 0,47% | 138 136 NS | 30 kwietnia 2026 | N-PORT |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,46% | 3 397 000 | 8 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | 0,45% | 16 316 SH | 8 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,45% | 21 724 SH | 8 sierpnia 2026 | Dziennie |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | 0,44% | 1 405 000 PA | 8 sierpnia 2026 | Dziennie |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,43% | 21 545 NS | 30 kwietnia 2026 | N-PORT |
| IJR · iShares Trust | 0,39% | 8 419 969 SH | 8 sierpnia 2026 | Dziennie |
| VDC · VANGUARD WORLD FUND | 0,37% | 793 908 SH | 8 sierpnia 2026 | Dziennie |
| COPY · RBB Fund Trust | 0,37% | 29 186 NS | 31 maja 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,32% | 105 939 NS | 30 kwietnia 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,32% | 482 805 SH | 8 sierpnia 2026 | Dziennie |
| IYK · iShares Trust | 0,31% | 85 447 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,27% | 4 974 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,27% | 1 662 NS | 31 maja 2026 | N-PORT |
| ESSC · Strategy Shares | 0,24% | 1 424 NS | 30 kwietnia 2026 | N-PORT |
| ISCV · iShares Trust | 0,21% | 28 896 SH | 8 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,21% | 64 436 NS | 30 kwietnia 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,20% | 32 154 SH | 8 sierpnia 2026 | Dziennie |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 18 400 NS | 30 kwietnia 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 422 721 NS | 30 kwietnia 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 157 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 69 198 SH | 8 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,12% | 1 905 934 SH | 8 sierpnia 2026 | Dziennie |
| VGMS · VANGUARD MALVERN FUNDS | 0,12% | 290 000 PA | 8 sierpnia 2026 | Dziennie |
| APUE · Trust for Professional Managers | 0,11% | 66 772 NS | 31 maja 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 52 720 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,11% | 375 708 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,11% | 5 823 SH | 8 sierpnia 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 17 129 NS | 30 kwietnia 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,10% | 14 447 NS | 31 maja 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 9 763 NS | 30 kwietnia 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,10% | 284 064 NS | 31 maja 2026 | N-PORT |
| SMMD · iShares Trust | 0,09% | 66 394 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1 583 284 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3 003 768 SH | 8 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,07% | 198 259 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,06% | 8 062 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,06% | 11 330 SH | 8 sierpnia 2026 | Dziennie |
| DIVB · iShares Trust | 0,06% | 20 135 SH | 8 sierpnia 2026 | Dziennie |
| OUSM · ALPS ETF Trust | 0,06% | 11 710 NS | 31 maja 2026 | N-PORT |