OC Owens Corning Inc Common Stock New
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O Owens Corning Inc Common Stock New Przegląd firmy z Wikipedii
Owens Corning is an American company that develops and produces insulation, roofing, and fiberglass composites and related products. It is the world's largest manufacturer of fiberglass composites. It was formed in 1935 as a partnership between two major American glassworks, Corning Glass Works and Owens-Illinois. The company employs approximately 19,000 people around the world. Owens Corning has been a Fortune 500 company every year since the list was created in 1955. The Pink Panther is the company's mascot and appears in most of their advertisements.
History
1935–1980
Owens-Corning Fiberglas Company was formed in 1935 through a joint venture of Owens-Illinois and Corning Glass Works. It became a separate company in 1938 with its headquarters established in Toledo, Ohio. In 1938, the company sales reached $2.6 million.
The company held its initial public offering on the New York Stock Exchange in 1952. In 1955, Owens-Corning purchased land for a research and testing facility near Granville, Ohio. Also in 1955, Owens-Corning made the first Fortune 500 company list. The company has been on the Fortune 500 list every year since its creation.
In 1965, Owens-Corning Fiberglas Europe was formed. In 1966, Owens-Corning established a partnership with Armstrong Rubber Co. to produce fiberglass-reinforced automobile tires. By 1971, Owens-Corning's annual revenue was over $500 million. In 1974, the company opened a temporary plant to produce insulation for the Trans-Alaska Pipeline System. In 1977, Owens-Corning acquired Frye Roofing and began production of fiberglass mat to replace traditional paper mat used in roofing. Owens-Corning sales surpassed $1 billion in 1976, and sales were over $2 billion by 1979.
In 1980, Owens Corning entered into a long-standing agreement with United Artists to use the Pink Panther as its brand mascot. "He has become an important part of our brand," said Christian Nolte, director of strategic marketing for the manufacturer of building materials and fiberglass. "The Pink Panther is as relevant today as he was over 25 years ago. He brings our trademark color pink to life."
Asbestos controversy
In 1978, two shipyard workers filed a class action lawsuit against which alleged that Owens-Corning and 14 other manufacturers had known about asbestos-containing products. Over the next three decades, the company was named in hundreds of thousands of asbestos lawsuits. By 2000, it had settled with 440,000 people who claimed Owens Corning's products caused them to develop asbestos-related illnesses such as mesothelioma.
1981–present
In 1985, Owens-Corning acquired Aerospace and Strategic Metals Group in Newport Beach, California for $415 million from Armco Inc. The color PINK was trademarked through Owens-Corning in 1986, making it the first company to trademark a color.
The company opened an Asia/Pacific division in 1993. In May 1994, Owens-Corning acquired UC Industries, which produced Foamular polystyrene insulation, as a wholly owned subsidiary. In 1996, the company changed its name to Owens Corning. In May 1997, Owens Corning acquired Fibreboard Corporation, a vinyl siding and other industrial material manufacturer, which became a wholly owned subsidiary of Owens Corning. The company was ordered to pay $5 million to an asbestos victim in 1997, making it the highest jury verdict in the history of the United States for a single non-malignant asbestos case. In 1999, a jury in federal district court in Florida awarded $1.8 million compensatory damages and $31 million punitive damages against the company for asbestos products.
The company filed for Chapter 11 bankruptcy in 2000. In 2002, Owens Corning removed its shares from the New York Stock Exchange. In 2006, the company was listed on the New York Stock Exchange again under ticker "OC". In 2007, Owens Corning announced a joint venture with Saint-Gobain named OCV Reinforcements.
Owens Corning partnered with DuPont in 2011 to create a steel and foam energy reduction (SAFER) barrier around auto racetracks. In July 2015, the company announced it would be moving a manufacturing center for mineral wool insulation into an empty plant west of Joplin, Missouri.
In May 2024 the company completed the acquisition of Masonite International, a provider of interior and exterior door systems, for $3.9B.
Products
In 1939, the US Navy Bureau of Ships made Owens-Corning insulation standard in new warship construction. Warship insulation, called Navy Board, was a permanent form-board insulation covered with woven continuous fiber cloth. Owens-Corning produced a prototype boat hull constructed of fiber glass-reinforced plastic in 1944.
In 1945, the company worked with an automaker to produce the first fiberglass-reinforced plastic car body. In 1953, General Motors used this type of body in the Chevrolet Corvette. In 1954, the company invented a process to make centrifugally-spun fiberglass wool, which became the standard process for producing fiberglass insulation.
In 1955, Owens-Corning introduced its Perma-Ply roofing material for built-up room insulation covering. The company created its first all fiber (AF) fiberglass wool in 1956. To distinguish its product, the company dyed their insulation pink by adding red dye to the AF wool. However, considering that the coloring made the insulation look pink, the company was concerned that the color would discourage the predominantly male-oriented market away from the material. As such, they decided to remove the coloring from their insulation, only to receive customer requests for the coloring to be restored. The company resumed the coloring in the face of such customer interest to the point of licensing the United Artists cartoon character the Pink Panther in 1979 as the product's mascot. Furthermore, the company trademarked the coloring in 1987, the first time a color was used for that purpose.
After the January 27, 1967, Apollo 1 fire which killed three astronauts, NASA worked with Owens-Corning and DuPont to develop beta cloth, a fireproof cloth of woven fiberglass coated with Teflon, as a replacement for the nylon outer layer of the Apollo/Skylab A7L space suit.
In February 2017, Owens Corning received the Asthma and Allergy Friendly certification for its Pure Safety high-performance insulation. "Owens Corning now joins a select group of manufacturers that are focused on product innovation to address people's exposure to allergens and irritants in their homes," said Julian Francis, president of insulation, Owens Corning.
At the TCT Show in Birmingham, the XStrand family of materials was introduced. These composites are used for 3D printing.
Plants
The company has 30 composites facilities and 31 insulation facilities.
Environmental work
In the Kansas City metropolitan area, Owens Corning purchases locally sourced recycled glass from Ripple Glass to manufacture fiberglass insulation in its local manufacturing plant. The joint effort between Owens Corning and Ripple Glass is helping to greatly reduce the amount of glass that would have been deposited in local Kansas City landfills. The Owens Corning Roofing and Asphalt Shingle Recycling Program was launched in 2009 to keep shingles out of landfills.
In 2013, Constellation Energy built a 2.7-megawatt solar power system at an Owens Corning insulation plant in Delmar, New York. The power system, which is leased to Owens Corning, can produce 3.3 million kilowatt hours of electrical energy in a year.
The National Safety Council awarded Owens Corning the Green Cross for Safety medal in 2014. Owens Corning received a perfect score of 100 percent on the 2015 Corporate Equality Index released by the Human Rights Campaign. Owens Corning has been recognized on the Dow Jones Sustainability World Index for six consecutive years as of 2015. It is also ranked number 1 in the 100 Best Corporate Citizens ranking by Corporate Responsibility Magazine in 2022.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
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?
| Wskaźnik | Trend 5-letni | OC | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -15.0średnia z 5 lat ≈6.5 | ≈6.5 | · | · | |
| P/S (TTM) | 0.9średnia z 5 lat ≈1.2 | ≈1.2 | 2.9 | Niedowartościowany | |
| P/B (MRQ) | 2.5średnia z 5 lat ≈2.3 | ≈2.3 | 5.1 | Niedowartościowany | |
| EV / EBITDA | 13.2średnia z 5 lat ≈7.9 | ≈7.9 | 15.4 | Niedowartościowany | |
| Cena / FCF (TTM) | 10.4średnia z 5 lat ≈9.2 | ≈9.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 5.3średnia z 5 lat ≈6.1 | ≈6.1 | 14.5 | Niedowartościowany | |
| EV / Revenue (EV / Przychody) | 1.4średnia z 5 lat ≈1.5 | ≈1.5 | · | · | |
| EV / FCF | 14.5średnia z 5 lat ≈11.8 | ≈11.8 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 7.1średnia z 5 lat ≈5.4 | ≈5.4 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | OC | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 26.0%średnia z 5 lat ≈27.7% | ≈27.7% | 38.6% | Słaby | |
| Marża Operacyjna (TTM) | 0.51%średnia z 5 lat ≈13.4% | ≈13.4% | 22.7% | Słaby | |
| Marża EBITDA (TTM) | 7.7%średnia z 5 lat ≈19.5% | ≈19.5% | 24.3% | Słaby | |
| Marża przed opodatkowaniem (TTM) | -2.2%średnia z 5 lat ≈11.6% | ≈11.6% | 21.6% | Słaby | |
| Marża Zysku Netto (TTM) | -6.8%średnia z 5 lat ≈7.5% | ≈7.5% | 16.5% | Słaby | |
| ROA (TTM) | -4.9%średnia z 5 lat ≈6.9% | ≈6.9% | 11.1% | Słaby | |
| ROE (TTM) | -15.0%średnia z 5 lat ≈15.6% | ≈15.6% | 21.3% | Słaby | |
| ROIC | -7.6%średnia z 5 lat ≈10.0% | ≈10.0% | 16.7% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | OC | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 1.1średnia z 5 lat ≈0.8 | ≈0.8 | 0.5 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 1.2średnia z 5 lat ≈1.6 | ≈1.6 | 1.8 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.5średnia z 5 lat ≈0.9 | ≈0.9 | 1.0 | Niska płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 1.1średnia z 5 lat ≈0.8 | ≈0.8 | 0.8 | Wysokie zadłużenie | |
| Interest Coverage (Pokrycie odsetek) | 1.4średnia z 5 lat ≈11.5 | ≈11.5 | 10.7 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | OC | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 2.6%średnia z 5 lat ≈8.3% | ≈8.3% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 1.1%średnia z 5 lat ≈4.0% | ≈4.0% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 7.4% | · | · | · | |
| EPS YoY | -43.9%średnia z 5 lat ≈-2.4% | ≈-2.4% | · | · | |
| Net Income YoY (Zysk Netto R/R) | -45.9%średnia z 5 lat ≈-8.3% | ≈-8.3% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -8.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -13.4% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | OC | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.7średnia z 5 lat ≈0.9 | ≈0.9 | 0.8 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 5.2średnia z 5 lat ≈5.7 | ≈5.7 | 5.2 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 9.7średnia z 5 lat ≈9.8 | ≈9.8 | 8.4 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$404.1K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Lip 20, 2026 | $0,79 | USD | ≈2.2% |
| Mar 9, 2026 | $0,79 | USD | ≈2.8% |
| Sty 5, 2026 | $0,79 | USD | ≈2.5% |
| Paź 20, 2025 | $0,69 | USD | ≈2.2% |
| Lip 21, 2025 | $0,69 | USD | ≈1.9% |
| Mar 10, 2025 | $0,69 | USD | ≈1.8% |
| Sty 6, 2025 | $0,69 | USD | ≈1.5% |
| Paź 18, 2024 | $0,60 | USD | ≈1.3% |
| Lip 15, 2024 | $0,60 | USD | ≈1.3% |
| Mar 1, 2024 | $0,60 | USD | ≈1.5% |
| Sty 5, 2024 | $0,60 | USD | ≈1.5% |
| Paź 13, 2023 | $0,52 | USD | ≈1.6% |
| Lip 14, 2023 | $0,52 | USD | ≈1.4% |
| Mar 2, 2023 | $0,52 | USD | ≈1.8% |
| Sty 3, 2023 | $0,52 | USD | ≈1.8% |
| Paź 14, 2022 | $0,35 | USD | ≈1.7% |
| Lip 15, 2022 | $0,35 | USD | ≈1.6% |
| Mar 3, 2022 | $0,35 | USD | ≈1.3% |
| Sty 6, 2022 | $0,35 | USD | ≈1.2% |
| Paź 21, 2021 | $0,26 | USD | ≈1.1% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 4, 2026 | $3.93 | $3.17 | 24.0% |
| 31 marca 2026 | $1.22 | $0.98 | 24.5% | |
| 31 grudnia 2025 | $1.10 | $1.40 | -21.2% | |
| 30 września 2025 | $3.67 | $3.82 | -3.9% | |
| 30 czerwca 2025 | $4.21 | $3.93 | 7.1% | |
| 31 marca 2025 | $2.97 | $2.95 | 0.52% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B | $7.05B | $7.16B | $7.06B | $6.38B | $5.68B | $5.35B | $5.26B | |
| Cost of Revenue | $7.26B | $6.81B | $5.94B | $7.14B | $6.28B | $5.45B | $5.55B | $5.42B | $4.82B | $4.30B | $4.20B | $4.28B | |
| Gross Profit | $2.84B | $3.04B | $2.43B | $2.62B | $2.22B | $1.61B | $1.61B | $1.63B | $1.57B | $1.38B | $1.15B | $976M | |
| R&D Expense | $150M | $131M | $110M | $106M | $91M | $82M | $87M | $89M | $85M | $82M | $73M | $76M | |
| SG&A Expense | $1.01B | $959M | $748M | · | · | · | · | · | · | · | · | · | |
| Operating Expenses | $2.48B | $1.56B | $791M | $902M | $779M | $1.75B | $822M | $825M | $772M | $680M | $605M | $584M | |
| Operating Income | $360M | $1.48B | $1.64B | $1.71B | $1.44B | $-138M | $787M | $807M | $797M | $697M | $548M | $392M | |
| Interest Expense | $256M | $208M | $74M | $109M | $126M | $132M | $131M | $117M | $107M | $108M | $100M | $114M | |
| Pretax Income | $104M | $1.27B | $1.42B | $1.61B | $1.31B | $-256M | $590M | $704M | $559M | $590M | $453M | $232M | |
| Income Tax | $293M | $334M | $364M | $373M | $319M | $129M | $186M | $156M | $269M | $188M | $120M | $5M | |
| Net Income | $-522M | $647M | $1.20B | $1.24B | $995M | $-383M | $405M | $545M | $289M | $393M | $330M | $226M | |
| EPS (Basic) | $-6.22 | $7.45 | $13.27 | $12.85 | $9.61 | $-3.53 | $3.71 | $4.94 | $2.59 | $3.44 | $2.82 | $1.92 | |
| EPS (Diluted) | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 | $-3.53 | $3.68 | $4.89 | $2.55 | $3.41 | $2.79 | $1.91 | |
| Shares (Basic) | 84,000,000 | 86,900,000 | 90,100,000 | 96,600,000 | 103,500,000 | 108,600,000 | 109,200,000 | 110,400,000 | 111,500,000 | 114,400,000 | 117,200,000 | 117,500,000 | |
| Shares (Diluted) | 84,000,000 | 87,800,000 | 91,000,000 | 97,700,000 | 104,300,000 | 108,600,000 | 110,100,000 | 111,400,000 | 113,200,000 | 115,400,000 | 118,200,000 | 118,300,000 | |
| EBITDA | $1.05B | $1.80B | $2.42B | $2.25B | $1.94B | $355M | $1.24B | $1.24B | $1.11B | $1.04B | $300M | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $345M | $321M | $1.61B | $1.10B | $959M | $717M | $172M | $78M | $246M | $112M | $96M | $67M | |
| Receivables | $937M | $1.14B | $987M | $961M | $939M | $919M | $770M | $794M | $806M | $678M | $709M | $674M | |
| Inventory | $1.47B | $1.33B | $1.20B | $1.33B | $1.08B | $855M | $1.03B | $1.07B | $841M | $710M | $644M | $817M | |
| Other Current Assets | $165M | $163M | $117M | $117M | $121M | $115M | $86M | $76M | $80M | $74M | $47M | $233M | |
| Current Assets | $3.35B | $3.38B | $3.92B | $3.56B | $3.10B | $2.61B | $2.06B | $2.02B | $1.99B | $1.59B | $1.51B | $1.81B | |
| PP&E (Net) | $4.17B | $3.82B | $3.84B | $3.73B | $3.87B | $3.81B | $3.85B | $3.81B | $3.42B | $3.11B | $2.96B | $2.90B | |
| PP&E (Gross) | $7.61B | $6.86B | $7.50B | $7.13B | $7.21B | $6.91B | $6.70B | $6.39B | $5.76B | $5.13B | $4.81B | $4.62B | |
| Accum. Depreciation | $3.44B | $3.04B | $3.66B | $3.40B | $3.34B | $3.10B | $2.84B | $2.58B | $2.33B | $2.02B | $1.85B | $1.72B | |
| Goodwill | $1.68B | $2.75B | $1.39B | $1.38B | $990M | $989M | $1.93B | $1.95B | $1.51B | $1.34B | $1.17B | $1.17B | |
| Intangibles | $2.54B | $2.68B | $1.53B | $1.60B | $1.62B | $1.67B | $1.72B | $1.78B | $1.36B | $1.14B | $999M | $1.02B | |
| Other Non-current Assets | $480M | $456M | $313M | $262M | $249M | $228M | $188M | $169M | $211M | $194M | $204M | $207M | |
| Total Assets | $12.98B | $14.07B | $11.24B | $10.75B | $10.02B | $9.48B | $10.01B | $9.77B | $8.63B | $7.74B | $7.33B | $7.54B | |
| Accounts Payable | $1.26B | $1.30B | $1.22B | $1.34B | $1.09B | $875M | $815M | $851M | $834M | $615M | $535M | $542M | |
| Short-term Debt | $50M | $1M | $1M | $1M | $6M | $1M | $20M | $16M | $1M | $1M | $6M | $31M | |
| Current Liabilities | $2.66B | $2.30B | $2.32B | $2.10B | $1.70B | $1.44B | $1.33B | $1.28B | $1.28B | $963M | $1.06B | $983M | |
| Capital Leases | $450M | $348M | $165M | $152M | $109M | $99M | $138M | $0 | · | · | · | · | |
| Deferred Tax | $737M | $719M | $427M | $388M | $376M | $332M | $272M | $141M | $37M | $36M | $8M | $22M | |
| Other Non-current Liabilities | $323M | $286M | $315M | $299M | $304M | $213M | $200M | $208M | $223M | $164M | $137M | $130M | |
| Total Liabilities | $9.09B | $8.96B | $6.03B | $6.13B | $5.68B | · | · | · | · | · | · | · | |
| Long-term Debt | $5.12B | $5.10B | $3.05B | $3.02B | $2.98B | $3.15B | $2.99B | $3.37B | $2.41B | $2.10B | $1.86B | $1.99B | |
| Total Debt | $4.77B | $5.16B | $2.65B | $3.02B | $2.99B | $3.15B | $3.01B | $3.37B | $2.41B | $2.10B | $1.87B | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $4.26B | $4.23B | $4.17B | $4.14B | $4.09B | $4.06B | $4.05B | $4.03B | $4.01B | $3.98B | $3.96B | $3.95B | |
| Retained Earnings | $4.46B | $5.22B | $4.79B | $3.79B | $2.71B | $1.83B | $2.32B | $2.01B | $1.57B | $1.38B | $1.05B | $805M | |
| Treasury Stock | $4.43B | $3.69B | $3.29B | $2.68B | $1.92B | $1.40B | $1.13B | $1.10B | $911M | $803M | $612M | $518M | |
| AOCI | $-437M | $-691M | $-503M | $-681M | $-581M | $-588M | $-610M | $-656M | $-514M | $-710M | $-670M | $-550M | |
| Stockholders' Equity | $3.85B | $5.08B | $5.17B | $4.58B | $4.30B | $3.90B | $4.63B | $4.28B | $4.16B | $3.85B | $3.74B | $3.69B | |
| Liabilities + Equity | $12.98B | $14.07B | $11.24B | $10.75B | $10.02B | $9.48B | $10.01B | $9.77B | $8.63B | $7.74B | $7.33B | $7.54B | |
| Shares Outstanding | 80,200,000 | 85,400,000 | 87,200,000 | 91,900,000 | 100,400,000 | 105,600,000 | 109,500,000 | 109,500,000 | 111,500,000 | 112,700,000 | 115,900,000 | 117,800,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $694M | $677M | $609M | $531M | $502M | $493M | $457M | $433M | $371M | $343M | $300M | $304M | |
| Stock-based Comp | $71M | $93M | $51M | $51M | $50M | $41M | $39M | $47M | $44M | $41M | $30M | $29M | |
| Deferred Tax | $27M | $11M | $-11M | $30M | $63M | $79M | $119M | $141M | $183M | $136M | $64M | $-15M | |
| Amort. of Intangibles | $148M | $129M | $92M | $55M | $49M | $48M | $49M | $49M | $31M | $25M | $22M | $21M | |
| Restructuring | · | $309M | $-20M | $-39M | $20M | $41M | $28M | $22M | $48M | $28M | $2M | $36M | |
| Other Non-cash | $1.52B | $567M | $-125M | $-93M | $-107M | $905M | $17M | $-363M | $129M | $30M | $18M | · | |
| Operating Cash Flow | $1.79B | $1.89B | $1.72B | $1.76B | $1.50B | $1.14B | $1.04B | $803M | $1.02B | $943M | $742M | $452M | |
| CapEx | $824M | $647M | $526M | $446M | $416M | $307M | $447M | $537M | $337M | $373M | $401M | $391M | |
| Investing Cash Flow | $-765M | $-3.39B | $-356M | $-623M | $-377M | $-205M | $-394M | $-1.59B | $-901M | $-815M | $-369M | $-297M | |
| Debt Issued | $0 | $1.97B | $0 | $0 | $0 | $297M | $445M | $389M | $588M | $395M | $0 | $390M | |
| Net Debt Issued | $-29M | $1.09B | $0 | $0 | $-193M | $297M | $-39M | $389M | $237M | $232M | $-8M | · | |
| Stock Repurchased | $815M | $491M | $657M | $795M | $570M | $318M | $61M | $236M | $159M | $247M | $138M | $44M | |
| Net Stock Activity | $-815M | $-491M | $-657M | $-795M | $-570M | $-318M | $-61M | $-236M | $-159M | $-247M | $-138M | · | |
| Dividends Paid | $232M | $208M | $188M | $136M | $108M | $104M | $95M | $92M | $89M | $81M | $78M | $56M | |
| Financing Cash Flow | $-1.07B | $334M | $-877M | $-974M | $-881M | $-358M | $-573M | $647M | $3M | $-88M | $-333M | $-142M | |
| Net Change in Cash | $38M | $-1.25B | $516M | $141M | $242M | $545M | $94M | $-168M | $135M | $22M | $29M | $10M | |
| Taxes Paid | $264M | $423M | $428M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $962M | $1.25B | $1.19B | $1.31B | $1.09B | $828M | $590M | $266M | $679M | $529M | $331M | · | |
| Levered FCF | $1.43B | $1.10B | $1.14B | $1.23B | $992M | $629M | $500M | $175M | $623M | $455M | $257M | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.1% | 29.6% | 27.7% | 26.8% | 26.1% | 22.8% | 22.5% | 23.1% | 24.6% | 24.3% | 21.6% | · | |
| Operating Margin | 3.6% | 10.3% | 18.7% | 17.6% | 16.9% | -2.0% | 11.0% | 11.4% | 11.5% | 12.3% | · | · | |
| Net Margin | -5.2% | 5.9% | 12.4% | 12.7% | 11.7% | -5.4% | 5.7% | 7.7% | 4.5% | 6.9% | 6.2% | · | |
| Pretax Margin | 1.0% | 8.3% | 16.4% | 16.5% | 15.4% | -3.6% | 8.2% | 10.0% | 8.8% | 10.4% | 8.5% | · | |
| EBITDA Margin | 10.4% | 16.4% | 25.0% | 23.0% | 22.8% | 5.0% | 17.4% | 17.6% | 17.4% | 18.4% | 5.6% | · | |
| ROA | -3.9% | 5.1% | 10.9% | 11.9% | 10.2% | -3.9% | 4.1% | 5.9% | 3.5% | 5.2% | 4.4% | · | |
| ROE | -11.7% | 12.6% | 24.6% | 28.0% | 24.3% | -9.0% | 9.1% | 12.9% | 7.2% | 10.4% | 8.9% | · | |
| ROIC | -7.6% | 7.7% | 17.3% | 17.3% | 14.9% | -2.9% | 7.0% | 8.2% | 5.8% | 8.0% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.5 | 1.7 | 1.7 | 1.8 | 1.8 | 1.6 | 1.6 | 1.5 | 1.6 | 1.4 | · | |
| Quick Ratio | 0.5 | 0.7 | 1.1 | 1.0 | 1.1 | 1.1 | 0.7 | 0.7 | 0.8 | 0.8 | 0.7 | · | |
| Debt / Equity | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 | 0.8 | 0.7 | 0.8 | 0.6 | 0.5 | 0.5 | · | |
| LT Debt / Equity | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 | 0.8 | 0.6 | 0.8 | 0.6 | 0.5 | 0.5 | · | |
| Interest Coverage | 1.4 | 5.3 | 23.8 | 15.7 | 11.4 | -1.0 | 6.0 | 6.9 | 6.9 | 6.5 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.9 | 0.9 | 0.9 | 0.9 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.7 | · | |
| Inventory Turnover | 5.2 | 5.5 | 5.5 | 5.9 | 6.5 | 5.8 | 5.3 | 5.7 | 6.2 | 6.3 | 5.7 | · | |
| Receivables Turnover | 9.7 | 9.8 | 9.9 | 10.3 | 9.1 | 8.4 | 9.2 | 8.8 | 8.6 | 8.2 | 7.7 | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $48.04 | $59.45 | $59.24 | $49.78 | $42.79 | $35.79 | $42.49 | $39.11 | $37.33 | $34.15 | $32.26 | · | |
| Revenue / Share | $120.27 | $125.00 | $106.34 | $99.91 | $81.48 | $64.96 | $65.03 | $63.35 | $56.40 | · | $45.26 | · | |
| Cash Flow / Share | $21.26 | $21.55 | $18.89 | $18.01 | $14.41 | $10.45 | $9.42 | $7.21 | $8.98 | · | $6.28 | · | |
| Cash / Share | $4.30 | $4.23 | $18.52 | $11.96 | $9.55 | $6.58 | $1.58 | $0.71 | $2.21 | $0.99 | $0.83 | · | |
| Dividend / Share | $2.86 | $2.49 | $2.16 | $1.57 | $1.13 | $0.98 | $0.90 | $0.85 | $0.81 | $0.74 | $0.68 | $0.64 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | · | $0.16 | |
| EPS (TTM) | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 | $-3.53 | $3.68 | $4.89 | $2.55 | $3.41 | $2.79 | $1.91 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.6% | 17.7% | -14.2% | 14.9% | 20.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.1% | 5.1% | 5.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -43.9% | 3.5% | 33.1% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -8.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -45.9% | -3.6% | 24.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -13.4% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 17.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B | $7.05B | $7.16B | $7.06B | $6.38B | $5.68B | $5.35B | $5.26B | |
| Net Income TTM | $-522M | $647M | $1.20B | $1.24B | $995M | $-383M | $405M | $545M | $289M | $393M | $330M | $226M | |
| Market Cap | $8.98B | $14.55B | $12.93B | $7.84B | $9.09B | $8.26B | $7.10B | $4.82B | $10.25B | $5.81B | $5.45B | · | |
| Enterprise Value | $13.40B | $19.34B | $13.96B | $9.76B | $11.12B | $10.69B | $9.94B | $8.11B | $12.42B | $7.80B | $7.23B | · | |
| P/E | -18.0 | 23.1 | 11.3 | 6.7 | 9.5 | -21.5 | 17.7 | 9.0 | 36.1 | 15.1 | 16.9 | 18.7 | |
| P/S | 0.9 | 1.5 | 1.5 | 0.8 | 1.1 | 1.2 | 1.0 | 0.7 | 1.6 | 1.0 | 1.0 | · | |
| P/B | 2.3 | 2.9 | 2.5 | 1.7 | 2.1 | 2.1 | 1.5 | 1.1 | 2.5 | 1.5 | 1.5 | · | |
| P / Tangible Book | · | · | 5.8 | 4.9 | 5.4 | 6.6 | · | · | · | · | · | · | |
| P / Cash Flow | 5.0 | 7.7 | 7.5 | 4.5 | 6.0 | 7.3 | 6.8 | 6.0 | 10.1 | 6.2 | 7.3 | · | |
| P / FCF | 9.3 | 11.7 | 10.8 | 6.0 | 8.4 | 10.0 | 12.0 | 18.1 | 15.1 | 11.0 | 16.5 | · | |
| EV / EBITDA | 12.7 | 10.7 | 5.8 | 4.3 | 5.7 | 30.1 | 8.0 | 6.5 | 11.2 | 7.5 | 24.1 | · | |
| EV / FCF | 13.9 | 15.5 | 11.7 | 7.4 | 10.2 | 12.9 | 16.8 | 30.5 | 18.3 | 14.7 | 21.8 | · | |
| EV / Revenue | 1.3 | 2.0 | 1.7 | 1.0 | 1.3 | 1.5 | 1.4 | 1.1 | 1.9 | 1.4 | 1.4 | · | |
| Dividend Yield | 2.6% | 1.4% | 1.5% | 1.7% | 1.2% | 1.3% | 1.3% | 1.9% | 0.87% | 1.4% | 1.4% | · | |
| Earnings Yield | -5.6% | 4.3% | 8.9% | 14.9% | 10.5% | -4.7% | 5.7% | 11.1% | 2.8% | 6.6% | 5.9% | 5.3% | |
| Payout Ratio | -44.4% | 32.1% | 15.7% | 11.0% | 10.8% | -27.2% | 23.5% | 16.9% | 30.8% | 20.6% | 23.6% | · | |
| Annual Payout | $232M | $208M | $188M | $136M | $108M | $104M | $95M | $92M | $89M | $81M | $78M | $56M |
Rachunek zysków i strat
| 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 | $2.76B | $2.27B | $2.14B | $2.68B | $2.75B | $2.53B | $2.57B | $2.76B | $2.50B | $2.02B | $999M | $2.48B | $2.56B | $2.33B | $2.29B | $2.53B | |
| Cost of Revenue | $1.96B | $1.75B | $1.64B | $1.93B | $1.89B | $1.80B | $1.82B | $1.91B | $1.68B | $1.39B | $637M | $1.75B | $1.81B | $1.74B | $1.72B | $1.84B | |
| Gross Profit | $793M | $510M | $498M | $757M | $858M | $725M | $749M | $851M | $813M | $628M | $362M | $727M | $752M | $589M | $570M | $693M | |
| R&D Expense | $35M | $37M | $39M | $39M | $37M | $35M | $40M | $32M | $32M | $27M | $25M | $29M | $28M | $28M | $33M | $26M | |
| SG&A Expense | $252M | $258M | $250M | $240M | $263M | $261M | $282M | $258M | $229M | $190M | $136M | $201M | $207M | $204M | · | $201M | |
| Operating Expenses | $311M | $390M | $723M | $1.08B | $353M | $318M | $533M | $379M | $395M | $252M | $206M | $265M | $265M | $55M | $391M | $85M | |
| Operating Income | $482M | $120M | $-225M | $-327M | $505M | $407M | $216M | $472M | $418M | $376M | $156M | $462M | $487M | $534M | $179M | $608M | |
| Interest Expense | $69M | $66M | $448M | $-65M | $63M | $64M | $356M | $-69M | $-63M | $-16M | $12M | $17M | $23M | $22M | $27M | $28M | |
| Pretax Income | $413M | $54M | $-288M | $-393M | $442M | $343M | $156M | $403M | $356M | $360M | $0 | $446M | $464M | $512M | $155M | $582M | |
| Income Tax | $102M | $15M | $-7M | $102M | $110M | $88M | $32M | $118M | $101M | $83M | $3M | $110M | $121M | $130M | $33M | $114M | |
| Net Income | $226M | $-105M | $-298M | $-494M | $363M | $-93M | $-258M | $321M | $285M | $299M | $131M | $337M | $345M | $383M | $124M | $470M | |
| EPS (Basic) | $2.81 | $-1.30 | $-3.49 | $-5.92 | $4.27 | $-1.08 | $-2.93 | $3.69 | $3.27 | $3.42 | $1.53 | $3.74 | $3.81 | $4.19 | $1.40 | $4.88 | |
| EPS (Diluted) | $2.80 | $-1.29 | $-3.47 | $-5.92 | $4.25 | $-1.08 | $-2.92 | $3.65 | $3.24 | $3.40 | $1.48 | $3.71 | $3.78 | $4.17 | $1.34 | $4.84 | |
| Shares (Basic) | 80,300,000 | 80,700,000 | · | 83,400,000 | 85,000,000 | 85,800,000 | · | 87,000,000 | 87,200,000 | 87,300,000 | · | 90,000,000 | 90,500,000 | 91,300,000 | · | 96,300,000 | |
| Shares (Diluted) | 80,600,000 | 81,100,000 | · | 83,400,000 | 85,500,000 | 86,300,000 | · | 87,900,000 | 88,000,000 | 87,900,000 | · | 90,900,000 | 91,300,000 | 91,900,000 | · | 97,100,000 | |
| EBITDA | $482M | $294M | · | $-327M | $505M | $566M | · | $509M | $457M | $534M | · | $462M | $487M | $661M | · | $608M |
Bilans
| 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 | $271M | $272M | $345M | $286M | $230M | $400M | $321M | $499M | $254M | $1.25B | · | $1.32B | $968M | $757M | $1.10B | $751M | |
| Receivables | $1.51B | $1.35B | $937M | $1.44B | $1.64B | $1.56B | $1.14B | $1.58B | $1.68B | $1.41B | · | $1.30B | $1.41B | $1.39B | · | $1.30B | |
| Inventory | $1.46B | $1.49B | $1.47B | $1.42B | $1.46B | $1.41B | $1.33B | $1.60B | $1.58B | $1.21B | · | $1.23B | $1.29B | $1.34B | · | $1.32B | |
| Other Current Assets | $208M | $175M | $165M | $154M | $160M | $145M | $163M | $191M | $209M | $112M | · | $94M | $122M | $108M | · | $190M | |
| Current Assets | $3.44B | $3.72B | $3.35B | $3.73B | $3.92B | $3.92B | $3.38B | $3.86B | $3.72B | $3.98B | · | $3.95B | $3.79B | $3.59B | · | $3.57B | |
| PP&E (Net) | $4.15B | $4.12B | $4.17B | $3.99B | $3.95B | $3.86B | $3.82B | $4.59B | $4.64B | $3.80B | · | $3.69B | $3.72B | $3.75B | · | $3.66B | |
| PP&E (Gross) | $7.77B | $7.64B | $7.61B | $7.38B | $7.23B | $7.02B | $6.86B | $8.48B | $8.43B | $7.51B | · | $7.28B | $7.25B | $7.19B | · | $7.06B | |
| Accum. Depreciation | $3.62B | $3.52B | $3.44B | $3.39B | $3.28B | $3.16B | $3.04B | $3.89B | $3.79B | $3.71B | · | $3.59B | $3.53B | $3.45B | · | $3.40B | |
| Goodwill | $1.66B | $1.66B | $1.68B | $2.03B | $2.81B | $2.76B | $2.75B | $2.87B | $2.68B | $1.39B | · | $1.38B | $1.39B | $1.39B | · | $1.37B | |
| Intangibles | $2.46B | $2.50B | $2.54B | $2.61B | $2.66B | $2.66B | $2.68B | $2.77B | $3.01B | $1.51B | · | $1.53B | $1.56B | $1.61B | · | $1.68B | |
| Other Non-current Assets | $496M | $475M | $480M | $478M | $461M | $429M | $456M | $455M | $448M | $346M | · | $293M | $291M | $275M | · | $251M | |
| Total Assets | $12.73B | $13.09B | $12.98B | $13.52B | $14.48B | $14.27B | $14.07B | $15.05B | $14.99B | $11.27B | · | $11.07B | $11.00B | $10.84B | · | $10.72B | |
| Accounts Payable | $1.35B | $1.27B | $1.26B | $1.32B | $1.25B | $1.29B | $1.30B | $1.40B | $1.40B | $1.18B | · | $1.16B | $1.20B | $1.24B | · | $1.32B | |
| Short-term Debt | $65M | $383M | $50M | $40M | $420M | $499M | $1M | $1M | $155M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Current Liabilities | $2.97B | $3.01B | $2.66B | $2.67B | $2.57B | $2.72B | $2.30B | $2.68B | $2.72B | $2.27B | · | $1.83B | $1.83B | $1.93B | · | $2.01B | |
| Capital Leases | $454M | $432M | $450M | $372M | $359M | $342M | $348M | $404M | $386M | $164M | · | $156M | $165M | $157M | · | $132M | |
| Deferred Tax | $857M | $742M | $737M | $789M | $695M | $687M | $719M | $733M | $811M | $423M | · | $430M | $438M | $411M | · | $398M | |
| Other Non-current Liabilities | $324M | $309M | $323M | $322M | $318M | $296M | $286M | $356M | $351M | $319M | · | $316M | $311M | $308M | · | $295M | |
| Total Liabilities | $8.92B | $9.41B | $9.09B | $9.08B | $9.28B | $9.34B | $8.96B | $9.38B | $9.47B | $6.00B | · | $5.92B | $5.94B | $6.00B | · | $6.04B | |
| Long-term Debt | $5.12B | $5.12B | $5.12B | $5.11B | · | · | $5.10B | $5.46B | $5.46B | $3.08B | · | $3.03B | $3.04B | $3.03B | · | $3.01B | |
| Total Debt | $4.29B | $5.11B | · | $4.75B | $5.50B | $5.54B | · | $5.07B | $5.21B | $2.68B | · | $3.03B | $3.04B | $3.03B | · | $3.01B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $4.25B | $4.24B | $4.26B | $4.24B | $4.22B | $4.21B | $4.23B | $4.20B | $4.19B | $4.16B | · | $4.15B | $4.14B | $4.13B | · | $4.12B | |
| Retained Earnings | $4.46B | $4.29B | $4.46B | $4.82B | $5.38B | $5.07B | $5.22B | $5.54B | $5.27B | $5.04B | · | $4.72B | $4.43B | $4.13B | · | $3.72B | |
| Treasury Stock | $4.60B | $4.42B | $4.43B | $4.21B | $3.99B | $3.78B | $3.69B | $3.59B | $3.39B | $3.43B | · | $3.06B | $2.92B | $2.82B | · | $2.43B | |
| AOCI | $-340M | $-472M | $-437M | $-455M | $-450M | $-618M | $-691M | $-531M | $-597M | $-539M | · | $-703M | $-637M | $-652M | · | $-776M | |
| Stockholders' Equity | $3.77B | $3.64B | $3.85B | $4.40B | $5.16B | $4.88B | $5.08B | $5.62B | $5.47B | $5.23B | · | $5.11B | $5.01B | $4.79B | · | $4.64B | |
| Liabilities + Equity | $12.73B | $13.09B | $12.98B | $13.52B | $14.48B | $14.27B | $14.07B | $15.05B | $14.99B | $11.27B | · | $11.07B | $11.00B | $10.84B | · | $10.72B | |
| Shares Outstanding | 79,000,000 | 80,500,000 | 80,200,000 | 82,200,000 | 83,600,000 | 85,000,000 | 85,400,000 | 85,800,000 | 86,900,000 | 86,700,000 | 87,200,000 | 88,900,000 | 89,800,000 | 90,800,000 | 91,900,000 | 94,700,000 |
Przepływy pieniężne
| 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 | $175M | $174M | $181M | $182M | $172M | $159M | $194M | $185M | $167M | $131M | $163M | $160M | $159M | $127M | $131M | $130M | |
| Stock-based Comp | $17M | $18M | $17M | $15M | $18M | $21M | $19M | $21M | $39M | $14M | $13M | $11M | $14M | $13M | $13M | $13M | |
| Amort. of Intangibles | $34M | $34M | $34M | $37M | $39M | $38M | $32M | $42M | $39M | $16M | $22M | $28M | $24M | $18M | $18M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $-171M | · | · | |
| Other Non-cash | · | $-241M | · | · | · | $-136M | · | · | · | $-420M | · | · | · | $-687M | · | · | |
| Operating Cash Flow | $398M | $-154M | $590M | $918M | $327M | $-49M | $676M | $699M | $493M | $24M | $698M | $691M | $494M | $-164M | $675M | $461M | |
| CapEx | $199M | $233M | $257M | $166M | $198M | $203M | $197M | $141M | $157M | $152M | $136M | $110M | $122M | $158M | $140M | $94M | |
| Investing Cash Flow | $197M | $-190M | $-252M | $-166M | $-188M | $-159M | $-200M | $-39M | $-3.01B | $-146M | $-137M | $-117M | $-126M | $24M | $-50M | $-233M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Debt Issued | · | $0 | · | · | · | $-29M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $208M | $22M | $232M | $220M | $227M | $136M | $103M | $203M | $24M | $161M | $238M | $144M | $115M | $160M | $259M | $206M | |
| Net Stock Activity | · | $-22M | · | · | · | $-136M | · | · | · | $-161M | · | · | · | $-160M | · | · | |
| Dividends Paid | $64M | $63M | $56M | $58M | $59M | $59M | $52M | $52M | $52M | $52M | $46M | $47M | $47M | $48M | $33M | $33M | |
| Financing Cash Flow | $-601M | $235M | $-289M | $-671M | $-376M | $264M | $-567M | $-420M | $1.55B | $-234M | $-292M | $-200M | $-169M | $-216M | $-299M | $-246M | |
| Net Change in Cash | $-14M | $-114M | $56M | $78M | $-175M | $79M | $-150M | $245M | $-988M | $-361M | $291M | $355M | $212M | $-342M | $349M | $-59M | |
| Taxes Paid | $76M | $36M | · | · | $184M | $36M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-387M | · | · | · | $-252M | · | · | · | $-128M | · | · | · | $-322M | · | · | |
| Levered FCF | · | $-435M | · | · | · | $-204M | · | · | · | $-141M | · | · | · | $-338M | · | · |
Rentowność
| 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 | 28.8% | 22.5% | · | 28.2% | 31.2% | 28.7% | · | 29.8% | 31.1% | 29.6% | · | 29.3% | 29.3% | 25.3% | · | 27.4% | |
| Operating Margin | 17.5% | 5.3% | · | -12.2% | 18.4% | 16.1% | · | 16.7% | 16.4% | 17.5% | · | 18.6% | 19.0% | 22.9% | · | 24.0% | |
| Net Margin | 8.2% | -4.6% | · | -18.4% | 13.2% | -3.7% | · | 10.5% | 10.2% | 13.0% | · | 13.6% | 13.5% | 16.4% | · | 18.6% | |
| Pretax Margin | 15.0% | 2.4% | · | -14.6% | 16.1% | 13.6% | · | 14.4% | 14.1% | 16.8% | · | 18.0% | 18.1% | 22.0% | · | 23.0% | |
| EBITDA Margin | 17.5% | 13.0% | · | -12.2% | 18.4% | 22.4% | · | 16.7% | 16.4% | 23.2% | · | 18.6% | 19.0% | 28.4% | · | 24.0% | |
| ROA | 1.7% | -0.77% | · | -3.5% | 2.5% | -0.73% | · | 2.5% | 2.2% | 2.7% | · | 3.1% | 3.2% | 3.6% | · | 4.5% | |
| ROE | 5.1% | -2.5% | · | -9.9% | 6.8% | -1.8% | · | 6.0% | 5.4% | 6.0% | · | 6.9% | 7.2% | 8.4% | · | 10.6% | |
| ROIC | 4.5% | 0.99% | · | -4.5% | 3.6% | 2.9% | · | 3.5% | 3.1% | 3.9% | · | 4.3% | 4.5% | 5.1% | · | 6.4% |
Płynność i wypłacalność
| 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 | · | 1.4 | 1.5 | 1.4 | · | 1.4 | 1.4 | 1.8 | · | 2.2 | 2.1 | 1.9 | · | 1.8 | |
| Quick Ratio | 0.6 | 0.5 | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.7 | 1.2 | · | 1.4 | 1.3 | 1.1 | · | 1.0 | |
| Debt / Equity | 1.1 | 1.4 | · | 1.1 | 1.1 | 1.1 | · | 0.9 | 1.0 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| LT Debt / Equity | 1.1 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.9 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| Interest Coverage | 7.0 | 1.8 | · | 5.0 | -8.0 | -6.4 | · | · | · | 23.7 | · | 27.2 | 21.2 | 24.3 | · | 21.7 |
Efektywność
| 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.2 | · | 1.3 | 1.2 | 1.4 | · | 1.5 | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.4 | · | 1.6 | |
| Receivables Turnover | 1.7 | 1.6 | · | 1.8 | 1.7 | 1.7 | · | 2.1 | 1.8 | 1.6 | · | 1.9 | 1.8 | 1.7 | · | 2.1 |
Na akcję
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.75 | $45.27 | · | $53.52 | $61.76 | $57.44 | · | $65.54 | $62.97 | $60.31 | · | $57.42 | $55.84 | $52.76 | · | $49.00 | |
| Revenue / Share | $34.19 | $27.93 | · | $32.18 | $32.13 | $29.32 | · | $34.65 | $31.69 | $26.17 | · | $27.27 | $28.07 | $25.36 | · | $26.05 | |
| Cash Flow / Share | · | $-1.90 | · | · | · | $-0.57 | · | · | · | $0.27 | · | · | · | $-1.78 | · | · | |
| Cash / Share | $3.43 | $3.38 | · | $3.48 | $2.75 | $4.71 | · | $5.82 | $2.92 | $14.46 | · | $14.88 | $10.78 | $8.34 | · | $7.93 | |
| Dividend / Share | $0.79 | $0.79 | $0.79 | $0.69 | $0.69 | $0.69 | $0.69 | $0.60 | $0.60 | $0.60 | $0.60 | $0.52 | $0.52 | $0.52 | $0.52 | $0.35 | |
| EPS (TTM) | $-7.88 | $-6.43 | · | $-5.67 | $3.90 | $2.89 | · | $11.77 | $11.83 | $12.37 | · | $13.00 | $14.13 | $13.84 | · | $13.60 |
Wycena (TTM)
| 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 | $9.85B | $9.84B | · | $10.54B | $10.61B | $10.36B | · | $8.28B | $7.99B | $8.06B | · | $9.66B | $9.71B | $9.75B | · | $9.61B | |
| Net Income TTM | $-671M | $-534M | · | $-482M | $333M | $255M | · | $1.04B | $1.05B | $1.11B | · | $1.19B | $1.32B | $1.32B | · | $1.34B | |
| Market Cap | $12.56B | $8.71B | · | $11.63B | $11.50B | $12.14B | · | $15.15B | $15.10B | $14.46B | · | $12.13B | $11.72B | $8.70B | · | $7.44B | |
| Enterprise Value | $16.58B | $13.55B | · | $16.10B | $16.77B | $17.28B | · | $19.71B | $20.05B | $15.89B | · | $13.84B | $13.79B | $10.97B | · | $9.71B | |
| P/E | -20.2 | -16.8 | · | -24.9 | 35.3 | 49.4 | · | 15.0 | 14.7 | 13.5 | · | 10.5 | 9.2 | 6.9 | · | 5.8 | |
| P/S | 1.3 | 0.9 | · | 1.1 | 1.1 | 1.2 | · | 1.8 | 1.9 | 1.8 | · | 1.3 | 1.2 | 0.9 | · | 0.8 | |
| P/B | 3.3 | 2.4 | · | 2.6 | 2.2 | 2.5 | · | 2.7 | 2.8 | 2.8 | · | 2.4 | 2.3 | 1.8 | · | 1.6 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | 6.2 | · | 5.5 | 5.7 | 4.8 | · | 4.7 | |
| P / Cash Flow | · | -56.6 | · | · | · | -247.7 | · | · | · | 602.6 | · | · | · | -53.0 | · | · | |
| EV / Revenue | 1.7 | 1.4 | · | 1.5 | 1.6 | 1.7 | · | 2.4 | 2.5 | 2.0 | · | 1.4 | 1.4 | 1.1 | · | 1.0 | |
| Dividend Yield | 1.9% | 2.7% | · | 2.0% | 1.9% | 1.8% | · | 1.3% | 1.3% | 1.3% | · | 1.4% | 1.4% | 1.7% | · | 1.8% | |
| Earnings Yield | -5.0% | -5.9% | · | -4.0% | 2.8% | 2.0% | · | 6.7% | 6.8% | 7.4% | · | 9.5% | 10.8% | 14.4% | · | 17.3% | |
| Payout Ratio | · | -60.0% | · | · | · | -63.4% | · | · | · | 17.4% | · | · | · | 12.5% | · | · | |
| Annual Payout | $241M | $236M | · | $228M | $222M | $215M | · | $202M | $197M | $192M | · | $175M | $161M | $149M | · | $130M |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $10.10B | $9.85B | $8.37B | $9.76B | $8.50B |
| Marża Brutto % | 28.1% | 29.6% | 27.7% | 26.8% | 26.1% |
| Marża Operacyjna % | 3.6% | 10.3% | 18.7% | 17.6% | 16.9% |
| Zysk netto | $-522M | $647M | $1.20B | $1.24B | $995M |
| Rozwodniony EPS | $-6.22 | $7.37 | $13.14 | $12.70 | $9.54 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 1.2 | 1.0 | 0.5 | 0.7 | 0.7 |
| Wskaźnik bieżący | 1.3 | 1.5 | 1.7 | 1.7 | 1.8 |
| Wskaźnik Szybkości | 0.5 | 0.7 | 1.1 | 1.0 | 1.1 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $962M | $1.25B | $1.19B | $1.31B | $1.09B |
Właściciele instytucjonalni (13F) 755 emitentów · $13.4B łącznie · Na dzień 30 września 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 |
|---|---|---|---|---|
| 135 (+16 vs poprzedni kw.) | 69 (-30 vs poprzedni kw.) | 234 (-20 vs poprzedni kw.) | 223 (+43 vs poprzedni kw.) | -735K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1 401 160 809 | 8 814 550 | 10,43% | Akcje |
| VANGUARD GROUP INC | $1 092 882 733 | 9 765 729 | 8,14% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $869 299 783 | 5 468 670 | 6,47% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $577 888 337 | 3 679 060 | 4,30% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $577 055 161 | 3 630 191 | 4,30% | Akcje |
| STATE STREET CORP | $492 380 031 | 3 097 509 | 3,67% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $469 228 347 | 2 951 985 | 3,49% | Akcje |
| FIRST TRUST ADVISORS LP | $460 936 665 | 2 899 702 | 3,43% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $358 537 396 | 2 255 518 | 2,67% | Akcje |
| Davis Selected Advisers | $330 714 230 | 2 081 213 | 2,46% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $324 751 022 | 1 925 106 | 2,42% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $240 176 435 | 2 219 335 | 1,79% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $198 662 973 | 1 255 057 | 1,48% | Akcje |
| Point72 Asset Management, L.P. | $193 490 245 | 1 217 226 | 1,44% | Akcje |
| NORGES BANK | $175 472 288 | 1 103 877 | 1,31% | Akcje |
| HARRIS ASSOCIATES L P | $174 143 382 | 1 095 517 | 1,30% | Akcje |
| JPMORGAN CHASE & CO | $167 044 363 | 1 066 825 | 1,24% | Akcje |
| GENDELL JEFFREY L | $160 122 793 | 1 007 315 | 1,19% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $152 263 810 | 957 875 | 1,13% | Akcje |
| Allspring Global Investments Holdings, LLC | $150 787 801 | 1 001 380 | 1,12% | Akcje |
| BANK OF AMERICA CORP /DE/ | $133 684 960 | 840 997 | 1,00% | Akcje |
| GOLDMAN SACHS GROUP INC | $123 602 274 | 777 568 | 0,92% | Akcje |
| MORGAN STANLEY | $115 004 938 | 723 481 | 0,86% | Akcje |
| NORTHERN TRUST CORP | $113 731 747 | 715 474 | 0,85% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113 615 388 | 714 742 | 0,85% | Akcje |
| Clean Energy Transition LLP | $112 112 263 | 705 286 | 0,83% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $107 811 726 | 678 232 | 0,80% | Akcje |
| Sound Shore Management Inc /CT/ | $92 932 626 | 584 629 | 0,69% | Akcje |
| FMR LLC | $92 899 952 | 584 425 | 0,69% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $92 119 765 | 579 516 | 0,69% | Akcje |
| Bank of New York Mellon Corp | $91 829 348 | 577 688 | 0,68% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $91 661 117 | 587 383 | 0,68% | Akcje |
| Balyasny Asset Management L.P. | $84 405 852 | 530 988 | 0,63% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $84 194 436 | 529 658 | 0,63% | Akcje |
| DEUTSCHE BANK AG\ | $82 499 288 | 518 994 | 0,61% | Akcje |
| BANQUE PICTET & CIE SA | $81 223 950 | 510 971 | 0,60% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $81 011 421 | 509 634 | 0,60% | Akcje |
| FRANKLIN RESOURCES INC | $74 652 226 | 469 629 | 0,56% | Akcje |
| LGT Group Foundation | $73 690 360 | 463 578 | 0,55% | Akcje |
| UBS Group AG | $71 108 370 | 447 335 | 0,53% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $68 731 920 | 432 385 | 0,51% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $66 174 685 | 416 306 | 0,49% | Akcje |
| Gotham Asset Management, LLC | $63 698 769 | 400 722 | 0,47% | Akcje |
| River Road Asset Management, LLC | $54 062 773 | 340 103 | 0,40% | Akcje |
| Lodge Hill Capital, LLC | $53 707 815 | 337 870 | 0,40% | Akcje |
| Nuveen, LLC | $53 440 245 | 336 187 | 0,40% | Akcje |
| Bank Pictet & Cie (Europe) AG | $49 623 020 | 312 173 | 0,37% | Akcje |
| TWO SIGMA ADVISERS, LP | $48 837 524 | 436 400 | 0,36% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $48 003 470 | 443 573 | 0,36% | Akcje |
| Callodine Capital Management, LP | $46 119 065 | 290 130 | 0,34% | Akcje |
Aktywiści i właściciele 5%+ 11 akcji
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 |
|---|---|---|---|---|---|
| Owens Corning/Fibreboard Asbestos Personal Injury Trust FEIN ×4 zgłoszenia | 9 kwietnia 2014 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 31 sierpnia 2009 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 3 czerwca 2009 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 11 maja 2009 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 28 maja 2008 | · | Pierwotne zgłoszenie | · | SEC |
| Owens Corning/Fibreboard Asbestos Personal Injury Trust, PI Trust Advisory Committee, appointed under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006., Michael J. Crames, in his capacity as the Future Claimants’ Representative under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006. ×2 zgłoszenia | 2 lipca 2007 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 22 maja 2007 | · | Pierwotne zgłoszenie | · | SEC |
| D. E. Shaw Laminar Portfolios, L.L.C. FEIN, D. E. Shaw Oculus Portfolios, L.L.C. FEIN, D. E. Shaw & Co., L.P. FEIN, D. E. Shaw & Co., L.L.C. FEIN, David E. Shaw ×2 zgłoszenia | 12 kwietnia 2007 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 11 kwietnia 2007 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 11 grudnia 2006 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 9 listopada 2006 | · | 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.
Insiderzy spółki 66 insiderów · 11 dyrektorzy generalni · 8 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Prithvi Gandhi | Interim CFO | 7 sierpnia 2020 A | 50 845 | 0 | 0 | $0 |
| Michael C. Mcmurray | Sr. VP and CFO | 2 sierpnia 2019 A | 95 683 | 0 | 0 | $0 |
| Nicolas Del Monaco | President, Roofing | 15 września 2026 F | 26 330 | 0 | 0 | $0 |
| Todd W Fister | President and COO | 15 września 2026 F | 52 138 | 0 | 0 | $0 |
| Rachel Barthelemy Marcon | President, Doors | 28 sierpnia 2026 S | 21 449 | 0 | 2 | $-214 160 |
| Julian Francis | President, Insulation | 30 kwietnia 2019 S | 76 662 | 0 | 0 | $0 |
| Arnaud Genis | President, Composites | 14 marca 2018 M | 28 875 | 0 | 0 | $0 |
| Daniel T Smith | EVP and Chief Growth Officer | 4 sierpnia 2023 A | 46 895 | 0 | 0 | $0 |
| Kelly J. Schmidt | Vice President and Controller | 7 lutego 2023 F | 15 472 | 0 | 0 | $0 |
| Ava Harter | Sr. VP & General Counsel | 6 listopada 2020 A | 38 164 | 0 | 0 | $0 |
| Michael H Thaman | Executive Chairman | 3 kwietnia 2020 A | 788 832 | 0 | 0 | $0 |
| Brian J Ferguson | Dyrektor | 2 kwietnia 2021 A | 72 082 | 0 | 0 | $0 |
| Ralph F Hake | Dyrektor | 2 kwietnia 2021 A | 56 861 | 0 | 0 | $0 |
| Cesar Conde | Dyrektor | 2 kwietnia 2019 A | 12 037 | 0 | 0 | $0 |
| James J Mcmonagle | Dyrektor | 3 kwietnia 2018 A | 48 287 | 0 | 0 | $0 |
| Philip F Handy | Dyrektor | 3 kwietnia 2018 A | 66 210 | 0 | 0 | $0 |
| Ann Iverson | Dyrektor | 3 kwietnia 2017 A | 49 129 | 0 | 0 | $0 |
| David Lyon | Dyrektor | 5 maja 2009 A | 0 | 0 | 0 | $0 |
| Owens Corning/Fibreboard Asbestos Personal Injury Trust | Posiadacz 10% | 6 maja 2010 S | 7 100 000 | 0 | 0 | $0 |
| De La Nuez Jose Manuel Canovas | · | 10 sierpnia 2026 A | 18 955 | 0 | 0 | $0 |
| Jonathan Mark Collins | · | 10 sierpnia 2026 A | 19 504 | 0 | 0 | $0 |
| Michelle T Collins | · | 7 sierpnia 2026 A | 2 918 | 0 | 0 | $0 |
| Adrienne Elsner | · | 7 sierpnia 2026 A | 19 099 | 0 | 0 | $0 |
| Paul Edward Martin | · | 7 sierpnia 2026 A | 8 338 | 0 | 0 | $0 |
| Edward F Lonergan | · | 7 sierpnia 2026 A | 54 958 | 0 | 0 | $0 |
| Suzanne P Nimocks | · | 7 sierpnia 2026 A | 36 938 | 0 | 0 | $0 |
| John David Williams | · | 7 sierpnia 2026 A | 54 752 | 0 | 0 | $0 |
| Alfred E Festa | · | 7 sierpnia 2026 A | 13 296 | 0 | 0 | $0 |
| Eduardo E Cordeiro | · | 7 sierpnia 2026 A | 16 311 | 0 | 0 | $0 |
| Jose Mendez-Andino | · | 6 sierpnia 2026 A | 24 507 | 0 | 0 | $0 |
| Mari Doerfler | · | 8 maja 2026 S | 3 093 | 0 | 1 | $-232 892 |
| Maryann T. Seaman | · | 9 kwietnia 2026 A | 27 410 | 0 | 0 | $0 |
| Ann Lizabeth Baymiller | · | 25 lutego 2026 F | 8 797 | 0 | 0 | $0 |
| Gina A. Beredo | · | 25 lutego 2026 F | 36 351 | 0 | 0 | $0 |
| Brian Chambers | · | 25 lutego 2026 F | 395 537 | 0 | 0 | $0 |
| Russell Paula | · | 10 kwietnia 2025 A | 25 988 | 0 | 0 | $0 |
| Howard W Morris | · | 10 kwietnia 2025 A | 41 915 | 0 | 0 | $0 |
| Christopher O Ball | · | 27 lutego 2025 F | 25 255 | 0 | 0 | $0 |
| Gunner Smith | · | 24 lutego 2025 F | 30 053 | 0 | 0 | $0 |
| Marcio A Sandri | · | 5 lutego 2025 A | 57 470 | 0 | 0 | $0 |
| Kenneth Scott Parks | · | 8 września 2023 F | 43 464 | 0 | 0 | $0 |
| Norman P Blake JR | · | 2 kwietnia 2015 A | 50 233 | 0 | 0 | $0 |
| John William Christy | · | 20 lutego 2015 S | 28 420 | 0 | 0 | $0 |
| Charles E Dana | · | 29 lipca 2014 A | 170 611 | 0 | 0 | $0 |
| Joseph F Neely | · | 3 kwietnia 2014 A | 38 423 | 0 | 0 | $0 |
| Gaston Caperton | · | 25 lutego 2013 A | 37 417 | 0 | 0 | $0 |
| David L Johns | · | 11 grudnia 2012 M | 57 141 | 0 | 0 | $0 |
| Landon Hilliard | · | 21 lutego 2012 A | 51 340 | 0 | 0 | $0 |
| Mark W Mayer | · | 6 lutego 2012 F | 15 185 | 0 | 0 | $0 |
| Duncan Palmer | · | 6 lutego 2012 F | 181 605 | 0 | 0 | $0 |
| Stephen K Krull | · | 28 lutego 2011 A | 108 757 | 0 | 0 | $0 |
| Ann W Reynolds | · | 22 lutego 2011 A | 24 880 | 0 | 0 | $0 |
| Robert B Smith JR | · | 22 lutego 2010 A | 20 155 | 0 | 0 | $0 |
| Daniel Tseung | · | 22 lutego 2010 A | 20 631 | 0 | 0 | $0 |
| Karel K Czanderna | · | 4 lutego 2010 F | 75 618 | 0 | 0 | $0 |
| COLVILLE WILLIAM W | · | 2 listopada 2009 A | 18 751 | 0 | 0 | $0 |
| John B Hillenbrand Jr | · | 31 marca 2008 A | 12 927 | 0 | 0 | $0 |
| Scott Deitz | · | 7 lutego 2008 A | 13 013 | 0 | 0 | $0 |
| William E Lebaron | · | 7 lutego 2008 A | 33 914 | 0 | 0 | $0 |
| Charles W Stein Jr | · | 7 lutego 2008 A | 47 635 | 0 | 0 | $0 |
| Bernini Frank C Obrien | · | 7 lutego 2008 A | 41 445 | 0 | 0 | $0 |
| Roy D Dean | · | 7 lutego 2008 A | 65 697 | 0 | 0 | $0 |
| Joseph C High | · | 7 lutego 2008 A | 63 409 | 0 | 0 | $0 |
| Sheree L Bargabos | · | 7 lutego 2008 A | 66 002 | 0 | 0 | $0 |
| Ronald R Ranallo | · | 25 czerwca 2007 A | 8 873 | 0 | 0 | $0 |
| David T Brown | · | 25 czerwca 2007 A | 139 521 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 95 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 |
|---|---|---|---|---|
| ITB · iShares Trust | 2,41% | 391 462 SH | 11 września 2026 | Dziennie |
| PKB · Invesco Exchange-Traded Fund Trust | 2,34% | 56 031 SH | 2 października 2026 | Dziennie |
| CVSM · Elevation Series Trust | 2,01% | 13 697 NS | 31 lipca 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 1,92% | 12 803 NS | 31 lipca 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 1,85% | 70 749 NS | 31 lipca 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,59% | 80 788 NS | 31 lipca 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 1,53% | 140 039 NS | 31 lipca 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,41% | 21 587 NS | 31 lipca 2026 | N-PORT |
| CCSO · Tidal Trust II | 1,07% | 3 526 NS | 31 lipca 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,99% | 76 NS | 31 lipca 2026 | N-PORT |
| ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,75% | 11 793 NS | 31 lipca 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,74% | 69 163 SH | 19 sierpnia 2026 | Dziennie |
| GSY · Invesco Actively Managed Exchange-T… | 0,53% | 20 000 000 | 2 października 2026 | Dziennie |
| RCGE · EA Series Trust | 0,51% | 3 704 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,43% | 449 757 NS | 31 lipca 2026 | N-PORT |
| FVAL · FIDELITY COVINGTON TRUST | 0,42% | 40 409 NS | 31 lipca 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,42% | 9 909 NS | 31 lipca 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,40% | 11 916 SH | 19 sierpnia 2026 | Dziennie |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,40% | 18 519 NS | 31 lipca 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,37% | 40 049 SH | 2 października 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,35% | 130 160 SH | 19 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,32% | 8 912 NS | 31 lipca 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,30% | 43 114 SH | 2 października 2026 | Dziennie |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 9 570 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,27% | 1 172 551 SH | 19 sierpnia 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,27% | 12 552 NS | 31 lipca 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 7 982 NS | 31 lipca 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 1 182 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 34 182 NS | 31 lipca 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,22% | 11 675 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,21% | 45 447 SH | 11 września 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 36 518 NS | 31 lipca 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,18% | 105 581 NS | 31 lipca 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,17% | 97 530 SH | 19 sierpnia 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 9 963 NS | 31 lipca 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,16% | 26 410 NS | 31 lipca 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,15% | 1 847 181 SH | 19 sierpnia 2026 | Dziennie |
| SMMD · iShares Trust | 0,14% | 42 509 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 924 162 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,13% | 141 363 NS | 31 lipca 2026 | N-PORT |
| IYJ · iShares Trust | 0,13% | 18 948 SH | 11 września 2026 | Dziennie |
| REVS · Columbia ETF Trust I | 0,12% | 2 873 NS | 31 lipca 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,12% | 150 000 | 1 października 2026 | Dziennie |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5 256 000 | 2 października 2026 | Dziennie |
| TILT · FlexShares Trust | 0,11% | 16 748 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 119 404 SH | 11 września 2026 | Dziennie |
| WSML · iShares Trust | 0,10% | 5 115 SH | 11 września 2026 | Dziennie |
| RECS · Columbia ETF Trust I | 0,08% | 34 199 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 327 214 SH | 11 września 2026 | Dziennie |
| DIVB · iShares Trust | 0,07% | 11 576 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,06% | 2 540 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,06% | 68 327 NS | 31 lipca 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,06% | 454 947 SH | 19 sierpnia 2026 | Dziennie |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 4 906 SH | 2 października 2026 | Dziennie |
| DGRO · iShares Trust | 0,06% | 192 426 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,05% | 176 522 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 42 658 SH | 1 października 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 318 104 SH | 19 sierpnia 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,04% | 10 185 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 2 756 SH | 2 października 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 48 101 SH | 19 sierpnia 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,04% | 471 NS | 31 lipca 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,03% | 2 293 SH | 2 października 2026 | Dziennie |
| IUSV · iShares Trust | 0,03% | 71 122 SH | 11 września 2026 | Dziennie |
| DSI · iShares Trust | 0,03% | 12 447 SH | 10 września 2026 | Dziennie |
| IWD · iShares Trust | 0,03% | 178 382 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,02% | 20 020 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 2 556 041 SH | 19 sierpnia 2026 | Dziennie |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 1 097 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 174 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 6 705 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 18 003 SH | 19 sierpnia 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,02% | 25 085 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 687 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 3 515 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,01% | 55 023 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 107 596 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 21 879 SH | 10 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 68 023 SH | 19 sierpnia 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 3 178 SH | 2 października 2026 | Dziennie |
| FTLS · First Trust Exchange-Traded Fund III | -0,15% | -27 421 NS | 31 lipca 2026 | N-PORT |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 14 lipca 2026 | Dziennie |
| IJH · iShares Trust | · | 2 825 678 SH | 11 września 2026 | Dziennie |
| IJJ · iShares Trust | · | 411 230 SH | 31 sierpnia 2026 | Dziennie |
| IFRA · iShares Trust | · | 126 084 SH | 11 września 2026 | Dziennie |
| XJH · iShares Trust | · | 11 000 SH | 8 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 3 515 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 17 313 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 38 910 SH | 11 września 2026 | Dziennie |
OC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
15 analityków · 2026-10-01Średnia cel $172.20 +45,5%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| CSL | $13.11B | 18.7 | 0.33% | 14.8% | 37.8% | · |
| MAIR | · | · | · | · | · | · |
| LII | · | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| MOD | · | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
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