NSIT Insight Enterprises, Inc. - Common Stock
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Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
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Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
NSIT Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
NSIT 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
NSIT Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 3 30,0%
- Kup 4 40,0%
- Trzymaj 3 30,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
4 analityków · 2026-08-16Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $3.86 | $2.99 | 0.87% |
| 31 marca 2026 | $2.88 | $2.49 | 0.39% |
| 31 grudnia 2025 | $2.96 | $2.90 | 0.06% |
| 30 września 2025 | $2.43 | $2.54 | -0.11% |
| 30 czerwca 2025 | $2.45 | $2.51 | -0.06% |
| 31 marca 2025 | $2.06 | $2.05 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | — | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | — | 18.6 | 9.5% | — | — | — |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| SCSC | $929M | 13.9 | -6.7% | 2.4% | 7.9% | 13.4% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
Bilans 24
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
Przepływy pieniężne 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
Rachunek zysków i strat 15
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | -63,494,000 | 31,369,000 | 31,780,000 | 31,839,000 | -65,091,000 | 32,216,000 | 32,565,000 | 32,596,000 | -66,390,000 | 32,574,000 | 33,101,000 | 33,706,000 | -70,106,000 | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | -65,993,000 | 31,536,000 | 32,121,000 | 34,683,000 | -77,197,000 | 38,331,000 | 38,567,000 | 38,435,000 | -74,208,000 | 37,203,000 | 37,039,000 | 37,207,000 | -73,522,000 | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
Bilans 23
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
Przepływy pieniężne 15
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
Efektywność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
Wycena (TTM) 10
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.62B | $8.33B | · | $8.29B | $8.44B | $8.73B | · | $8.90B | $9.16B | $9.32B | · | $9.47B | $9.95B | $10.25B | · | $10.38B | |
| Net Income TTM | $205M | $135M | · | $164M | $200M | $220M | · | $273M | $295M | $258M | · | $248M | $277M | $253M | · | $259M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.4 | 15.7 | · | 23.5 | 25.2 | 26.1 | · | 30.1 | 25.4 | 27.0 | · | 20.0 | 20.3 | 19.1 | · | 11.7 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.5 | · | 0.8 | 0.7 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| P / FCF | · | 76.7 | · | · | · | 67.5 | · | · | · | 25.1 | · | · | · | 31.5 | · | · | |
| Earnings Yield | 5.4% | 6.4% | · | 4.2% | 4.0% | 3.8% | · | 3.3% | 3.9% | 3.7% | · | 5.0% | 4.9% | 5.2% | · | 8.5% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| Marża Brutto % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| Marża Operacyjna % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| Zysk netto | $157M | $250M | $281M | $281M | $219M |
| Rozwodniony EPS | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| Wskaźnik Szybkości | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $279M | $586M | $580M | $27M | $112M |
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) 354 emitenci · $2.0B 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 |
|---|---|---|---|---|
| 100 (+43 vs poprzedni kw.) | 52 (+9 vs poprzedni kw.) | 78 (-39 vs poprzedni kw.) | 108 (+30 vs poprzedni kw.) | +3.6M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $312 806 882 | 2 568 201 | 15,36% | Akcje |
| FIDUCIARY MANAGEMENT INC /WI/ | $267 658 058 | 2 197 521 | 13,14% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $165 530 219 | 1 359 033 | 8,13% | Akcje |
| STATE STREET CORP | $148 968 793 | 1 223 097 | 7,31% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $94 684 640 | 777 378 | 4,65% | Akcje |
| Analog Century Management LP | $94 025 459 | 771 966 | 4,62% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $85 698 437 | 703 451 | 4,21% | Akcje |
| FMR LLC | $79 995 195 | 656 775 | 3,93% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46 500 560 | 381 778 | 2,28% | Akcje |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41 130 155 | 337 686 | 2,02% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $40 310 197 | 330 954 | 1,98% | Akcje |
| BROWN ADVISORY INC | $36 128 200 | 296 619 | 1,77% | Akcje |
| Point72 Asset Management, L.P. | $34 941 131 | 286 873 | 1,72% | Akcje |
| AMERIPRISE FINANCIAL INC | $33 909 608 | 278 404 | 1,67% | Akcje |
| Alyeska Investment Group, L.P. | $26 601 729 | 218 405 | 1,31% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $24 252 816 | 199 120 | 1,19% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22 228 500 | 182 500 | 1,09% | Opcja kupna |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $18 945 990 | 155 550 | 0,93% | Akcje |
| VANGUARD GROUP INC | $16 429 810 | 201 667 | 0,81% | Akcje |
| BANK OF AMERICA CORP /DE/ | $14 663 136 | 120 387 | 0,72% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14 363 874 | 117 930 | 0,71% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $14 257 299 | 117 055 | 0,70% | Akcje |
| SPEECE THORSON CAPITAL GROUP INC | $13 027 000 | 106 952 | 0,64% | Akcje |
| HIGHLAND PEAK CAPITAL, LLC | $12 845 881 | 105 467 | 0,63% | Akcje |
| Public Sector Pension Investment Board | $12 636 994 | 103 752 | 0,62% | Akcje |
| GOLDMAN SACHS GROUP INC | $11 752 604 | 96 491 | 0,58% | Akcje |
| BARCLAYS PLC | $11 727 636 | 96 286 | 0,58% | Akcje |
| Bank of New York Mellon Corp | $11 539 210 | 94 739 | 0,57% | Akcje |
| Aristotle Capital Boston, LLC | $10 586 249 | 86 915 | 0,52% | Akcje |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $10 474 800 | 86 000 | 0,51% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $10 422 791 | 85 573 | 0,51% | Akcje |
| Qube Research & Technologies Ltd | $10 364 084 | 85 091 | 0,51% | Akcje |
| RHUMBLINE ADVISERS | $9 614 992 | 78 941 | 0,47% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9 529 997 | 78 243 | 0,47% | Akcje |
| KESTREL INVESTMENT MANAGEMENT CORP | $7 764 750 | 63 750 | 0,38% | Akcje |
| NORGES BANK | $7 578 274 | 62 219 | 0,37% | Akcje |
| FIRST TRUST ADVISORS LP | $7 538 080 | 61 889 | 0,37% | Akcje |
| Assenagon Asset Management S.A. | $7 398 863 | 60 746 | 0,36% | Akcje |
| BlackRock, Inc. | $7 341 739 | 60 277 | 0,36% | Akcje |
| Swiss National Bank | $6 991 320 | 57 400 | 0,34% | Akcje |
| JANE STREET GROUP, LLC | $6 353 575 | 52 164 | 0,31% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $6 278 790 | 51 550 | 0,31% | Akcje |
| CITADEL ADVISORS LLC | $5 771 737 | 47 387 | 0,28% | Akcje |
| PRUDENTIAL FINANCIAL INC | $5 712 542 | 46 901 | 0,28% | Akcje |
| Legal & General Group Plc | $5 620 461 | 46 145 | 0,28% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $5 505 238 | 45 199 | 0,27% | Akcje |
| XTX Topco Ltd | $4 821 088 | 39 582 | 0,24% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $4 656 292 | 38 229 | 0,23% | Akcje |
| Allianz Asset Management GmbH | $4 453 739 | 36 566 | 0,22% | Akcje |
| BOOTHBAY FUND MANAGEMENT, LLC | $4 017 573 | 32 985 | 0,20% | Akcje |
| Holocene Advisors, LP | $3 783 717 | 31 065 | 0,19% | Akcje |
| Concentric Capital Strategies, LP | $3 726 836 | 30 598 | 0,18% | Akcje |
| DEUTSCHE BANK AG\ | $3 573 977 | 29 343 | 0,18% | Akcje |
| SEGALL BRYANT & HAMILL, LLC | $3 525 745 | 28 947 | 0,17% | Akcje |
| D. E. Shaw & Co., Inc. | $3 487 134 | 28 630 | 0,17% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 460 703 | 28 413 | 0,17% | Akcje |
| Phocas Financial Corp. | $3 381 046 | 27 759 | 0,17% | Akcje |
| Bridgewater Associates, LP | $3 374 104 | 27 702 | 0,17% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3 221 123 | 26 446 | 0,16% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $3 205 505 | 26 318 | 0,16% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $3 013 697 | 24 743 | 0,15% | Akcje |
| New Age Alpha Advisors, LLC | $2 788 246 | 22 892 | 0,14% | Akcje |
| FORTE CAPITAL LLC /ADV | $2 773 438 | 20 085 | 0,14% | Akcje |
| Henshaw Capital LLC | $2 656 458 | 21 810 | 0,13% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 653 048 | 21 782 | 0,13% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 631 854 | 21 608 | 0,13% | Akcje |
| Vanguard Global Advisers, LLC | $2 626 495 | 21 564 | 0,13% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 574 974 | 21 141 | 0,13% | Akcje |
| PINNBROOK CAPITAL MANAGEMENT LP | $2 533 440 | 20 800 | 0,12% | Akcje |
| ARGA Investment Management, LP | $2 504 695 | 20 564 | 0,12% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 326 855 | 34 724 | 0,11% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 292 479 | 34 211 | 0,11% | Akcje |
| DENALI ADVISORS LLC | $2 207 138 | 18 121 | 0,11% | Akcje |
| ASSETMARK, INC | $2 125 897 | 17 454 | 0,10% | Akcje |
| Quadrature Capital Ltd | $2 076 690 | 17 050 | 0,10% | Akcje |
| MetLife Investment Management, LLC | $2 043 926 | 16 781 | 0,10% | Akcje |
| FIL Ltd | $1 971 820 | 16 189 | 0,10% | Akcje |
| Sendero Wealth Management, LLC | $1 959 153 | 16 085 | 0,10% | Akcje |
| Illinois Municipal Retirement Fund | $1 945 268 | 15 971 | 0,10% | Akcje |
| Amundi | $1 920 908 | 15 771 | 0,09% | Akcje |
| GHP Investment Advisors, Inc. | $1 761 421 | 26 286 | 0,09% | Akcje |
| FIFTH THIRD BANCORP | $1 732 117 | 14 221 | 0,09% | Akcje |
| Quantinno Capital Management LP | $1 681 571 | 13 806 | 0,08% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 665 615 | 13 675 | 0,08% | Akcje |
| State of Tennessee, Department of Treasury | $1 655 262 | 13 590 | 0,08% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 616 164 | 13 269 | 0,08% | Akcje |
| Louisiana State Employees Retirement System | $1 607 760 | 13 200 | 0,08% | Akcje |
| Summit Trail Advisors, LLC | $1 546 007 | 12 693 | 0,08% | Akcje |
| Voleon Capital Management LP | $1 523 353 | 12 507 | 0,07% | Akcje |
| BAILARD, INC. | $1 440 407 | 11 826 | 0,07% | Akcje |
| Cascade Investment Advisors, Inc. | $1 432 977 | 11 765 | 0,07% | Akcje |
| State of New Jersey Common Pension Fund D | $1 400 456 | 11 498 | 0,07% | Akcje |
| DIVERSIFIED MANAGEMENT INC | $1 388 179 | 20 716 | 0,07% | Akcje |
| STRS OHIO | $1 351 980 | 11 100 | 0,07% | Akcje |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 340 044 | 11 002 | 0,07% | Akcje |
| Legacy Bridge, LLC | $1 268 547 | 10 415 | 0,06% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 266 233 | 10 396 | 0,06% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 241 751 | 10 195 | 0,06% | Akcje |
| NorthCrest Asset Manangement, LLC | $1 186 367 | 10 048 | 0,06% | Akcje |
| Vestmark Advisory Solutions, Inc. | $1 132 496 | 9 298 | 0,06% | Akcje |
Insiderzy spółki 56 insiderów · 34 dyrektorzy generalni · 18 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 15 kwietnia 2026 A | — | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 20 lutego 2026 M | 77 972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 26 sierpnia 2009 S | 122 370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 11 maja 2026 P | 17 246 | 1 | 0 | $199 825 |
| Helen Johnson | CFO, INA SVP Finance | 24 lutego 2021 S | 13 677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 29 sierpnia 2007 M | 11 200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 20 lutego 2026 M | 8 719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 20 lutego 2026 M | 24 652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 20 lutego 2022 A | 8 710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 10 marca 2020 P | 43 549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 20 lutego 2020 A | 61 708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 10 maja 2013 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 20 lutego 2009 A | 96 773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 29 listopada 2004 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 17 listopada 2004 M | 0 | 0 | 0 | $0 |
| Robert Douglas Green | Chief Digital Officer | 20 lutego 2026 M | 9 267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 20 lutego 2026 M | 8 389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 20 lutego 2026 M | 5 909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 20 lutego 2026 M | 32 509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 15 maja 2023 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 20 lutego 2022 M | 11 512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 20 lutego 2019 A | 28 148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 20 lutego 2018 A | 9 713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 26 lutego 2015 S | 14 086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 20 lutego 2012 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 10 maja 2011 A | — | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 20 lutego 2011 A | 29 536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 20 lutego 2009 A | 17 118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 20 lutego 2009 A | 40 837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 26 maja 2008 F | 18 331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 19 lutego 2008 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 6 maja 2006 M | 2 500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 14 lutego 2005 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 26 sierpnia 2004 A | 0 | 0 | 0 | $0 |
| Girish D Rishi | Dyrektor | 21 maja 2026 M | 13 557 | 0 | 0 | $0 |
| Catherine Courage | Dyrektor | 21 maja 2026 M | 12 956 | 0 | 0 | $0 |
| Linda Marie Breard | Dyrektor | 21 maja 2026 M | 13 131 | 0 | 0 | $0 |
| Bruce Armstrong | Dyrektor | 21 maja 2026 M | 15 163 | 0 | 0 | $0 |
| Richard E Allen | Dyrektor | 21 maja 2026 M | 27 620 | 0 | 0 | $0 |
| Timothy A Crown | Dyrektor | 21 maja 2026 M | 93 160 | 0 | 0 | $0 |
| Janet Foutty | Dyrektor | 13 maja 2026 A | 700 | 0 | 0 | $0 |
| Thomas Reichert | Dyrektor | 13 maja 2026 A | 700 | 0 | 0 | $0 |
| Kathleen S Pushor | Dyrektor | 12 maja 2025 M | 8 083 | 0 | 0 | $0 |
| Michael M Fisher | Dyrektor | 10 maja 2018 M | 19 968 | 0 | 0 | $0 |
| Bennett Dorrance | Dyrektor | 10 maja 2018 M | 49 352 | 0 | 0 | $0 |
| Robertson C Jones | Dyrektor | 15 maja 2017 M | 6 605 | 0 | 0 | $0 |
| Larry Gunning | Dyrektor | 10 lutego 2016 M | 11 891 | 0 | 0 | $0 |
| Robert F Woods | Dyrektor | 19 maja 2011 M | 3 333 | 0 | 0 | $0 |
| David J Robino | Dyrektor | 9 maja 2010 M | 6 001 | 0 | 0 | $0 |
| Eric J Crown | Dyrektor | 31 sierpnia 2007 M | 253 345 | 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 |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 zgłoszenia | 1 grudnia 2025 | 4,70% | Aneks | — | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 zgłoszenia | 17 lutego 2023 | — | Pierwotne zgłoszenie | — | SEC |
| Insight Enterprises, Inc. ×2 zgłoszenia | 6 stycznia 2017 | — | 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 76 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 |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 1,91% | 66 043 SH | 8 sierpnia 2026 | Dziennie |
| RZV · Invesco Exchange-Traded Fund Trust | 1,05% | 21 528 SH | 8 sierpnia 2026 | Dziennie |
| SVAL · iShares Trust | 0,77% | 10 801 SH | 8 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,70% | 98 148 SH | 8 sierpnia 2026 | Dziennie |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,52% | 13 044 NS | 30 kwietnia 2026 | N-PORT |
| IJS · iShares Trust | 0,48% | 269 054 SH | 8 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,39% | 64 091 SH | 8 sierpnia 2026 | Dziennie |
| FFSM · FIDELITY COVINGTON TRUST | 0,35% | 61 737 NS | 30 kwietnia 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,29% | 2 720 NS | 31 maja 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,29% | 135 039 NS | 30 kwietnia 2026 | N-PORT |
| XJR · iShares Trust | 0,28% | 3 569 SH | 8 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,28% | 4 825 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,28% | 268 863 SH | 8 sierpnia 2026 | Dziennie |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 41 440 NS | 30 kwietnia 2026 | N-PORT |
| IJR · iShares Trust | 0,25% | 1 842 086 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,22% | 25 160 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,20% | 105 623 SH | 8 sierpnia 2026 | Dziennie |
| DFVE · DoubleLine ETF Trust | 0,19% | 772 NS | 31 marca 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,18% | 285 NS | 30 kwietnia 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,17% | 30 549 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,15% | 371 NS | 31 maja 2026 | N-PORT |
| IWM · iShares Trust | 0,14% | 736 417 SH | 8 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,13% | 6 319 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 165 762 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 10 750 NS | 30 kwietnia 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 2 017 NS | 30 kwietnia 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 8 967 NS | 31 maja 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,09% | 11 208 SH | 8 sierpnia 2026 | Dziennie |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 7 155 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 16 494 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,08% | 914 NS | 30 kwietnia 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 26 639 NS | 30 kwietnia 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,08% | 2 124 NS | 31 maja 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 439 858 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,08% | 1 375 NS | 31 maja 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 4 680 SH | 8 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 148 835 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 1 276 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,06% | 12 647 NS | 30 kwietnia 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,05% | 3 329 NS | 31 maja 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,05% | 720 334 SH | 8 sierpnia 2026 | Dziennie |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,05% | 758 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 92 837 NS | 30 kwietnia 2026 | N-PORT |
| UWM · ProShares Trust | 0,05% | 1 076 NS | 31 maja 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 10 858 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 346 411 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,04% | 692 899 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,04% | 1 706 SH | 8 sierpnia 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,04% | 89 809 NS | 30 kwietnia 2026 | N-PORT |
| SMLF · iShares Trust | 0,04% | 10 313 SH | 8 sierpnia 2026 | Dziennie |