POWL Powell Industries, Inc. - Common Stock
O Powell Industries, Inc. - Common Stock Przegląd firmy z Wikipedii
Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
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Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
The company is led by Brett Alan Cope, who is the Chairman, President and Chief Executive Officer.
Powell Industries Inc. reported annual revenue for 2022 of US$532,580,000, up from US$470,560,000 the year previous.
Products include Power Control Rooms, E-Houses, ANSI/IEC switchgear, MV and LV motor Control, LV switchgear, Bus Duct, Utility Transfer Switches, DC switchgear, bus duct, field services, and Power Management and Control Systems.
Markets served by Powell include Oil and Gas Refining, Offshore Oil and Gas Production, Petrochemical, Pipelines, Terminals, Pulp and Paper, Mining, Traction Power, Renewable Energy, and Utilities.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
POWL Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
POWL Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 20 maja 2026 | $0,0900 |
| 18 lutego 2026 | $0,0900 |
| 19 listopada 2025 | $0,0893 |
| 20 sierpnia 2025 | $0,0893 |
| 21 maja 2025 | $0,0893 |
| 19 lutego 2025 | $0,0893 |
| 20 listopada 2024 | $0,0883 |
| 14 sierpnia 2024 | $0,0883 |
| 14 maja 2024 | $0,0883 |
| 13 lutego 2024 | $0,0883 |
| 14 listopada 2023 | $0,0877 |
| 15 sierpnia 2023 | $0,0877 |
| 16 maja 2023 | $0,0877 |
| 14 lutego 2023 | $0,0877 |
| 15 listopada 2022 | $0,0867 |
| 16 sierpnia 2022 | $0,0867 |
| 17 maja 2022 | $0,0867 |
| 15 lutego 2022 | $0,0867 |
| 16 listopada 2021 | $0,0867 |
| 17 sierpnia 2021 | $0,0867 |
POWL Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 2 16,7%
- Kup 7 58,3%
- Trzymaj 3 25,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
4 analityków · 2026-08-15Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.42 | $1.50 | -0.08% |
| 31 marca 2026 | $1.25 | $1.39 | -0.14% |
| 31 grudnia 2025 | $1.14 | $0.99 | 0.15% |
| 30 września 2025 | $1.41 | $1.29 | 0.12% |
| 30 czerwca 2025 | $1.32 | $1.28 | 0.04% |
| 31 marca 2025 | $1.27 | $1.17 | 0.10% |
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 |
|---|---|---|---|---|---|---|
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| NXT | — | 31.4 | 20.3% | 16.5% | 27.1% | 32.6% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Cost of Revenue | $780M | $739M | $552M | $448M | $395M | $424M | $430M | $383M | $345M | $459M | · | · | |
| Gross Profit | $324M | $273M | $148M | $85M | $75M | $95M | $87M | $65M | $51M | $106M | $108M | $125M | |
| R&D Expense | $11M | $9M | $6M | $7M | $7M | $6M | $6M | $7M | $7M | $7M | $7M | $8M | |
| SG&A Expense | $95M | $85M | $79M | $71M | $67M | $68M | $70M | $67M | $62M | $75M | $77M | $88M | |
| Operating Income | $218M | $179M | $63M | $7M | $1M | $19M | $11M | $-9M | $-19M | $16M | $21M | $29M | |
| Interest Expense | · | · | · | · | $204.0K | $228.0K | $230.0K | $207.0K | $168.0K | $149.0K | $145.0K | $178.0K | |
| Interest Income | · | · | $6M | $334.0K | $73.0K | $753.0K | $1M | $883.0K | $558.0K | $156.0K | $86.0K | $13.0K | |
| Other Non-op | · | $0 | $0 | $2M | $0 | $506.0K | $0 | $747.0K | $2M | $2M | $2M | $2M | |
| Pretax Income | $234M | $196M | $69M | $10M | $1M | $20M | $12M | $-8M | $-17M | $18M | $23M | $31M | |
| Income Tax | $53M | $46M | $14M | $-4M | $461.0K | $4M | $2M | $-547.0K | $-7M | $2M | $14M | $11M | |
| Net Income | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| EPS (Basic) | $14.98 | $12.51 | $4.59 | $1.16 | $0.05 | $1.43 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.80 | $2.43 | |
| EPS (Diluted) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 | $1.42 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.79 | $2.42 | |
| Shares (Basic) | 12,062,000 | 11,982,000 | 11,879,000 | 11,797,000 | 11,705,000 | 11,624,000 | 11,571,000 | 11,507,000 | 11,453,000 | 11,400,000 | 11,869,000 | 12,003,000 | |
| Shares (Diluted) | 12,167,000 | 12,188,000 | 12,120,000 | 11,943,000 | 11,789,000 | 11,693,000 | 11,634,000 | 11,507,000 | 11,453,000 | 11,431,000 | 11,908,000 | 12,058,000 | |
| EBITDA | $225M | $179M | $71M | $17M | $11M | $30M | $23M | $-9M | $-19M | $16M | $21M | $29M |
Bilans 28
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $451M | $315M | $246M | $102M | $114M | $160M | $119M | $37M | $68M | $98M | $44M | $103M | |
| Short-term Investments | $25M | $43M | $33M | $15M | $20M | $19M | $6M | $13M | $27M | $0 | · | · | |
| Receivables | $217M | $214M | $207M | $106M | $78M | $70M | $112M | $93M | $54M | $101M | $102M | $107M | |
| Inventory | $85M | $86M | $64M | $50M | $30M | $29M | $29M | $21M | $18M | $27M | $33M | $33M | |
| Prepaid Expense | $11M | $7M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $6M | |
| Other Current Assets | $7M | $7M | $6M | $4M | $2M | $2M | $3M | $630.0K | $463.0K | $2M | $4M | $4M | |
| Current Assets | $932M | $776M | $622M | $370M | $302M | $336M | $329M | $277M | $250M | $304M | $297M | $357M | |
| PP&E (Net) | $111M | $103M | $98M | $99M | $109M | $114M | $121M | $129M | $139M | $145M | $155M | $157M | |
| PP&E (Gross) | $263M | $252M | $243M | $235M | $248M | $258M | $256M | $254M | $256M | $250M | $248M | $245M | |
| Accum. Depreciation | $152M | $149M | $146M | $137M | $138M | $144M | $135M | $125M | $117M | $105M | $94M | $88M | |
| Goodwill | $6M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | |
| Intangibles | $6M | $500.0K | · | · | · | · | · | · | · | · | $1M | $2M | |
| Other Non-current Assets | $19M | $18M | $13M | $12M | $15M | $12M | $12M | $11M | $14M | $11M | $10M | $8M | |
| Total Assets | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Accounts Payable | $67M | $74M | $57M | $63M | $45M | $35M | $51M | $41M | $33M | $35M | $48M | $70M | |
| Current Liabilities | $446M | $428M | $396M | $186M | $121M | $153M | $158M | $118M | $86M | $118M | $125M | $158M | |
| Capital Leases | $782.0K | $621.0K | $663.0K | $545.0K | $2M | $3M | · | · | · | · | · | · | |
| Deferred Tax | $5M | $3M | $0 | · | · | · | · | · | $0 | $138.0K | · | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $1M | $1M | $723.0K | $655.0K | |
| Total Liabilities | $468M | $445M | $407M | $196M | $135M | $166M | $168M | $128M | $94M | $127M | $136M | $170M | |
| Long-term Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | $3M | $3M | |
| Total Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | · | · | |
| Retained Earnings | $630M | $462M | $325M | $284M | $283M | $294M | $289M | $292M | $311M | $332M | $328M | $331M | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $21M | · | |
| AOCI | $-27M | $-24M | $-27M | $-29M | $-20M | $-25M | $-25M | $-22M | $-19M | $-24M | $-22M | $-7M | |
| Stockholders' Equity | $641M | $483M | $345M | $297M | $301M | $307M | $299M | $302M | $321M | $335M | $333M | $371M | |
| Liabilities + Equity | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Shares Outstanding | 36,210,534 | 38,386,000 | 12,668,000 | 12,588,000 | 12,498,000 | 12,422,000 | 12,373,000 | 12,281,000 | 12,234,000 | 12,199,000 | 12,100,000 | 12,031,000 |
Przepływy pieniężne 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $9M | $9M | $10M | $11M | $12M | $13M | $13M | · | · | · | |
| Stock-based Comp | $5M | $5M | $5M | $4M | $3M | $3M | $4M | $3M | $3M | $5M | $3M | $3M | |
| Deferred Tax | $-5M | $-7M | $-8M | $-5M | $-995.0K | $1M | $820.0K | $-2M | $100.0K | $2M | $11M | $-3M | |
| Amort. of Intangibles | $112.0K | $0 | $0 | $0 | $157.0K | $177.0K | $177.0K | $205.0K | $400.0K | $352.0K | $435.0K | $779.0K | |
| Restructuring | · | · | · | $0 | $0 | $1M | $11.0K | $787.0K | $1M | $8M | $3M | · | |
| Other Non-cash | $-20M | · | $123M | $-26M | $-43M | $40M | $42M | · | · | · | · | · | |
| Operating Cash Flow | $168M | $109M | $183M | $-4M | $-30M | $72M | $69M | $-29M | $37M | $75M | $13M | $9M | |
| CapEx | $13M | $12M | $8M | $2M | $3M | $5M | $4M | $4M | $4M | $3M | $35M | $16M | |
| Investing Cash Flow | $-8M | $-22M | $-27M | $6M | $-2M | $-18M | $3M | $10M | $-30M | $-3M | · | $-2M | |
| Net Debt Issued | · | $0 | $0 | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $0 | $4M | $21M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | $0 | $-4M | $-21M | · | |
| Dividends Paid | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Financing Cash Flow | $-25M | $-19M | $-13M | $-13M | $-13M | $-13M | $-14M | $-13M | $-13M | $-17M | · | $-13M | |
| Taxes Paid | $56M | $51M | $17M | $533.0K | $2M | $2M | $-5M | $354.0K | $-764.0K | $-352.0K | $2M | $19M | |
| Free Cash Flow | $155M | $97M | $175M | $-6M | $-33M | $67M | $65M | $-33M | $33M | $72M | $-22M | $-7M | |
| Levered FCF | · | · | · | · | $-33M | $67M | $64M | $-33M | $33M | $72M | $-22M | $-7M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% | 18.2% | 16.8% | 14.6% | 12.8% | 18.8% | 16.4% | 19.4% | |
| Operating Margin | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% | 3.7% | 2.2% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| Net Margin | 16.4% | 14.8% | 7.8% | 2.6% | 0.13% | 3.2% | 1.9% | -1.6% | -2.4% | 2.7% | 1.4% | 4.5% | |
| Pretax Margin | 21.1% | 19.4% | 9.9% | 1.8% | 0.23% | 3.9% | 2.4% | -1.7% | -4.3% | 3.1% | 3.5% | 4.7% | |
| EBITDA Margin | 20.4% | 17.7% | 10.2% | 3.1% | 2.4% | 5.7% | 4.5% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| ROA | 17.7% | 17.8% | 8.8% | 3.0% | 0.14% | 3.5% | 2.2% | -1.7% | -2.2% | 3.3% | 1.9% | 5.5% | |
| ROE | 30.6% | 32.6% | 16.3% | 4.6% | 0.21% | 5.5% | 3.3% | -2.4% | -2.9% | 4.6% | 2.7% | 8.1% | |
| ROIC | 26.3% | 28.3% | 14.3% | 3.4% | 0.20% | 5.1% | 3.1% | -2.8% | -3.4% | 4.1% | 2.5% | 5.1% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 | 2.2 | 2.1 | 2.3 | 2.9 | 2.6 | 2.4 | 2.3 | |
| Quick Ratio | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 | 1.6 | 1.5 | 1.2 | 1.7 | 1.7 | 1.2 | 1.3 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | 5.0 | 83.6 | 49.8 | -44.1 | -115.1 | 105.8 | 142.4 | 164.8 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.2 | 1.1 | 1.1 | 1.0 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.3 | 1.2 | |
| Inventory Turnover | 9.1 | 9.9 | 9.7 | 11.2 | 13.5 | 14.6 | 17.0 | 19.3 | · | · | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.5 | 5.8 | 6.3 | 5.7 | 5.1 | 6.1 | 5.1 | 5.6 | 6.3 | 5.9 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.1% | 44.8% | 31.3% | 13.2% | -9.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 29.1% | 10.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.9% | 173.1% | 291.3% | 2200.0% | -96.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 134.7% | 526.4% | 46.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 59.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.6% | 174.8% | 296.9% | 2077.0% | -96.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 136.1% | 519.3% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 61.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Net Income TTM | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| Market Cap | $3.68B | $2.66B | $1.05B | $265M | $307M | $300M | $484M | $445M | $367M | $489M | $364M | $492M | |
| Enterprise Value | · | · | · | $149M | $173M | $122M | $361M | $397M | $274M | $393M | · | · | |
| P/E | 20.5 | 18.1 | 18.4 | 18.3 | 491.4 | 17.0 | 46.1 | -58.5 | -36.1 | 29.4 | 38.1 | 16.9 | |
| P/S | 3.3 | 2.6 | 1.5 | 0.5 | 0.7 | 0.6 | 0.9 | 1.0 | 0.9 | 0.9 | 0.6 | 0.8 | |
| P/B | 5.7 | 5.5 | 3.0 | 0.9 | 1.0 | 1.0 | 1.6 | 1.5 | 1.1 | 1.5 | 1.1 | 1.3 | |
| P / Tangible Book | 5.9 | 5.5 | 3.1 | 0.9 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 21.9 | 24.5 | 5.8 | -74.1 | -10.1 | 4.1 | 7.0 | -15.6 | 10.0 | 6.5 | 28.2 | 53.9 | |
| P / FCF | 23.8 | 27.5 | 6.0 | -44.0 | -9.2 | 4.5 | 7.5 | -13.5 | 11.1 | 6.8 | -16.7 | -66.7 | |
| EV / EBITDA | · | · | · | 9.0 | 15.3 | 4.1 | 15.4 | -43.5 | -14.2 | 25.0 | · | · | |
| EV / FCF | · | · | · | -24.7 | -5.2 | 1.8 | 5.6 | -12.0 | 8.2 | 5.5 | · | · | |
| EV / Revenue | · | · | · | 0.3 | 0.4 | 0.2 | 0.7 | 0.9 | 0.7 | 0.7 | · | · | |
| Dividend Yield | 0.35% | 0.48% | 1.2% | 4.6% | 4.0% | 4.0% | 2.5% | 2.7% | 3.2% | 2.4% | 3.4% | 2.4% | |
| Earnings Yield | 4.9% | 5.5% | 5.4% | 5.5% | 0.20% | 5.9% | 2.2% | -1.7% | -2.8% | 3.4% | 2.6% | 5.9% | |
| Payout Ratio | 7.1% | 8.4% | 22.8% | 89.0% | 1924.2% | 72.4% | 121.3% | -166.6% | -125.2% | 76.4% | 130.9% | 41.1% | |
| Annual Payout | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M |
Rachunek zysków i strat 14
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $312M | $297M | $251M | $298M | $286M | $279M | $241M | $275M | $288M | $255M | $194M | $209M | $192M | $171M | $127M | $163M | |
| Cost of Revenue | $216M | $209M | $180M | $204M | $198M | $195M | $182M | $195M | $206M | $192M | $146M | $157M | $150M | $138M | $107M | $129M | |
| Gross Profit | $95M | $88M | $71M | $94M | $88M | $83M | $60M | $80M | $82M | $63M | $48M | $52M | $43M | $33M | $19M | $33M | |
| R&D Expense | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | |
| SG&A Expense | $27M | $26M | $25M | $27M | $25M | $22M | $21M | $22M | $22M | $21M | $20M | $20M | $20M | $22M | $17M | $21M | |
| Operating Income | $64M | $58M | $43M | $63M | $60M | $59M | $36M | $56M | $57M | $39M | $26M | $30M | $22M | $10M | $1M | $10M | |
| Pretax Income | $69M | $62M | $47M | $68M | $64M | $62M | $39M | $60M | $62M | $44M | $30M | $33M | $24M | $11M | $2M | $11M | |
| Income Tax | $17M | $16M | $6M | $16M | $16M | $16M | $5M | $14M | $16M | $10M | $6M | $6M | $5M | $2M | $451.0K | $2M | |
| Net Income | $52M | $46M | $41M | $51M | $48M | $46M | $35M | $46M | $46M | $33M | $24M | $26M | $18M | $8M | $1M | $9M | |
| EPS (Basic) | $1.43 | $1.26 | $3.42 | $4.26 | $1.33 | $1.28 | $2.89 | $3.84 | $3.85 | $2.79 | $2.02 | $2.23 | $1.55 | $0.71 | $0.10 | $0.73 | |
| EPS (Diluted) | $1.42 | $1.25 | $3.40 | $4.22 | $1.32 | $1.27 | $2.86 | $3.77 | $3.79 | $2.75 | $1.98 | $2.18 | $1.52 | $0.70 | $0.10 | $0.73 | |
| Shares (Basic) | 36,432,000 | 36,429,000 | 12,109,000 | -24,115,000 | 36,212,000 | 36,206,000 | 12,037,000 | -23,949,000 | 11,998,000 | 11,992,000 | 11,941,000 | -23,747,000 | 11,889,000 | 11,878,000 | 11,859,000 | -23,579,000 | |
| Shares (Diluted) | 36,604,000 | 36,584,000 | 12,163,000 | -24,334,000 | 36,525,000 | 36,523,000 | 12,152,000 | -24,382,000 | 12,205,000 | 12,191,000 | 12,174,000 | -24,246,000 | 12,140,000 | 12,149,000 | 12,077,000 | -23,524,000 | |
| EBITDA | $64M | $58M | $45M | · | $60M | $59M | $36M | · | $57M | $39M | $26M | · | $22M | $10M | $1M | · |
Bilans 26
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $634M | $538M | $491M | $451M | $398M | $360M | $326M | $315M | $332M | $323M | $321M | · | $183M | $152M | $100M | · | |
| Short-term Investments | $0 | $7M | $10M | $25M | $35M | $30M | $48M | $43M | $42M | $42M | $34M | · | $26M | $11M | $11M | · | |
| Receivables | $362M | $238M | $190M | $217M | $212M | $203M | $193M | $214M | $173M | $184M | $169M | · | $205M | $170M | $151M | · | |
| Inventory | $95M | $86M | $85M | $85M | $89M | $89M | $88M | $86M | $85M | $82M | $70M | · | $66M | $59M | $55M | · | |
| Prepaid Expense | $13M | $13M | $15M | $11M | $7M | $5M | $8M | $7M | $5M | $3M | $5M | · | $5M | $3M | $5M | · | |
| Other Current Assets | $11M | $13M | $8M | $7M | $7M | $9M | $7M | $7M | $7M | $7M | $7M | · | $6M | $5M | $3M | · | |
| Current Assets | $1.23B | $1.01B | $920M | $932M | $880M | $811M | $762M | $776M | $736M | $717M | $675M | · | $547M | $463M | $389M | · | |
| PP&E (Net) | $119M | $112M | $112M | $111M | $109M | $105M | $102M | $103M | $96M | $97M | $98M | · | $97M | $98M | $99M | · | |
| PP&E (Gross) | $276M | $267M | $266M | $263M | $263M | $256M | $251M | $252M | $247M | $246M | $246M | · | · | · | · | · | |
| Accum. Depreciation | $157M | $156M | $154M | $152M | $153M | $150M | $149M | $149M | $150M | $149M | $148M | · | · | · | · | · | |
| Goodwill | $6M | $6M | $6M | $6M | · | · | · | $1M | · | · | · | $1M | $1M | · | · | · | |
| Intangibles | $5M | $6M | $6M | $6M | · | · | · | $500.0K | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $21M | $20M | $19M | $19M | $19M | $17M | $18M | $18M | $17M | $17M | $15M | · | $13M | $12M | $12M | · | |
| Total Assets | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Accounts Payable | $87M | $75M | $48M | $67M | $66M | $75M | $65M | $74M | $80M | $80M | $50M | · | $63M | $51M | $39M | · | |
| Current Liabilities | $625M | $447M | $402M | $446M | $427M | $405M | $397M | $428M | $418M | $442M | $428M | · | $335M | $270M | $204M | · | |
| Capital Leases | $2M | $1M | $662.0K | $782.0K | $614.0K | $761.0K | $735.0K | $621.0K | $427.0K | $516.0K | $573.0K | · | $741.0K | $731.0K | $713.0K | · | |
| Deferred Tax | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | |
| Total Liabilities | $651M | $471M | $425M | $468M | $447M | $424M | $416M | $445M | $432M | $456M | $442M | · | $347M | $281M | $215M | · | |
| Retained Earnings | $759M | $711M | $668M | $630M | $582M | $537M | $494M | $462M | $419M | $376M | $346M | · | $302M | $287M | $281M | · | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | · | $25M | $25M | $25M | · | |
| AOCI | $-31M | $-28M | $-25M | $-27M | $-24M | $-31M | $-32M | $-24M | $-27M | $-26M | $-24M | · | $-24M | $-26M | $-27M | · | |
| Stockholders' Equity | $756M | $709M | $669M | $641M | $595M | $541M | $496M | $483M | $437M | $394M | $366M | $345M | $324M | $306M | $298M | $297M | |
| Liabilities + Equity | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Shares Outstanding | 36,432,564 | 36,431,499 | 12,140,483 | 12,070,178 | 12,068,548 | 12,068,223 | 12,064,723 | 11,989,238 | 11,987,838 | 11,987,838 | 11,959,918 | 12,668,000 | 12,667,000 | 12,667,000 | 12,641,000 | 12,588,000 |
Przepływy pieniężne 12
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $1M | $1M | $2M | $960.0K | $1M | $1M | $2M | $927.0K | $957.0K | $1M | $2M | $685.0K | $958.0K | $2M | $1M | $2M | |
| Deferred Tax | $4M | $4M | $4M | $-2M | $-2M | $-1M | $13.0K | $-7M | $-107.0K | $124.0K | $-165.0K | $-5M | $-768.0K | $-888.0K | $-895.0K | $687.0K | |
| Amort. of Intangibles | $221.0K | $223.0K | $222.0K | $112.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $-5M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $100M | $51M | $44M | $61M | $47M | $22M | $37M | $-6M | $14M | $17M | $84M | $77M | $50M | $56M | $-549.0K | $24M | |
| CapEx | $7M | $2M | $2M | $2M | $5M | $4M | $2M | $8M | $1M | $903.0K | $1M | $4M | $650.0K | $630.0K | $3M | $686.0K | |
| Investing Cash Flow | $521.0K | $1M | $13M | $-4M | $-9M | $14M | $-9M | $-9M | $-2M | $-10M | $-1M | $-11M | $-16M | $-629.0K | $975.0K | $6M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-3M | $-4M | $-17M | $-3M | $-3M | $-3M | $-15M | $-3M | $-3M | $-5M | $-8M | $-3M | $-3M | $-3M | $-3M | $-3M | |
| Free Cash Flow | · | · | $42M | · | · | · | $35M | · | · | · | $83M | · | · | · | $-3M | · |
Rentowność 8
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.6% | 29.6% | 28.4% | · | 30.7% | 29.9% | 24.6% | · | 28.4% | 24.6% | 24.8% | · | 22.2% | 19.5% | 15.3% | · | |
| Operating Margin | 20.5% | 19.4% | 17.0% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| Net Margin | 16.7% | 15.5% | 16.5% | · | 16.9% | 16.6% | 14.4% | · | 16.0% | 13.1% | 12.4% | · | 9.6% | 4.9% | 0.92% | · | |
| Pretax Margin | 22.2% | 20.8% | 18.7% | · | 22.4% | 22.4% | 16.3% | · | 21.4% | 17.2% | 15.4% | · | 12.3% | 6.4% | 1.3% | · | |
| EBITDA Margin | 20.5% | 19.4% | 17.9% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| ROA | 4.3% | 4.3% | 4.1% | · | 5.1% | 5.1% | 4.0% | · | 6.0% | 4.7% | 3.6% | · | 3.3% | 1.7% | 0.25% | · | |
| ROE | 7.7% | 7.3% | 7.1% | · | 9.3% | 9.9% | 8.1% | · | 12.2% | 9.6% | 7.2% | · | 5.9% | 2.8% | 0.39% | · | |
| ROIC | 6.4% | 6.0% | 5.6% | · | 7.6% | 8.1% | 6.3% | · | 9.8% | 7.6% | 5.7% | · | 5.2% | 2.5% | 0.26% | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.3 | 2.3 | · | 2.1 | 2.0 | 1.9 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.9 | · | |
| Quick Ratio | 1.6 | 1.8 | 1.7 | · | 1.5 | 1.5 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · |
Efektywność 3
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 2.4 | 2.4 | 2.1 | · | 2.3 | 2.3 | 2.3 | · | 2.7 | 2.7 | 2.3 | · | 2.6 | 2.7 | 2.4 | · | |
| Receivables Turnover | 1.1 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.2 | · | 1.3 | 1.3 | 1.1 | · |
Wycena (TTM) 11
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.15B | $1.11B | $1.06B | · | $1.09B | $1.06B | $979M | · | $930M | $813M | $685M | · | $626M | $562M | $497M | · | |
| Net Income TTM | $191M | $187M | $187M | · | $175M | $173M | $161M | · | $130M | $102M | $77M | · | $37M | $27M | $18M | · | |
| Market Cap | $10.43B | $6.57B | $3.87B | · | $2.54B | $2.06B | $2.67B | · | $1.72B | $1.71B | $1.06B | · | $767M | $539M | $445M | · | |
| P/E | 27.8 | 14.1 | 20.7 | · | 14.6 | 12.0 | 16.8 | · | 13.4 | 16.9 | 13.9 | · | 19.9 | 18.6 | 23.6 | · | |
| P/S | 9.1 | 5.9 | 3.7 | · | 2.3 | 1.9 | 2.7 | · | 1.8 | 2.1 | 1.5 | · | 1.2 | 1.0 | 0.9 | · | |
| P/B | 13.8 | 9.3 | 5.8 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Tangible Book | 14.0 | 9.4 | 5.9 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Cash Flow | · | · | 88.7 | · | · | · | 72.1 | · | · | · | 12.6 | · | · | · | -810.0 | · | |
| P / FCF | · | · | 93.0 | · | · | · | 76.7 | · | · | · | 12.8 | · | · | · | -135.8 | · | |
| Earnings Yield | 3.6% | 7.1% | 4.8% | · | 6.8% | 8.3% | 5.9% | · | 7.4% | 5.9% | 7.2% | · | 5.0% | 5.4% | 4.2% | · | |
| Payout Ratio | · | · | 7.8% | · | · | · | 9.2% | · | · | · | 13.0% | · | · | · | 264.5% | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Przychody | $1.10B | $1.01B | $699M | $533M | $471M |
| Marża Brutto % | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% |
| Marża Operacyjna % | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% |
| Zysk netto | $181M | $150M | $55M | $14M | $631.0K |
| Rozwodniony EPS | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 |
Bilans
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | — | — | — | 0.0 | 0.0 |
| Wskaźnik bieżący | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 |
| Wskaźnik Szybkości | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 |
Przepływy pieniężne
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $155M | $97M | $175M | $-6M | $-33M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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) 628 emitentów · $5.9B 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 |
|---|---|---|---|---|
| 156 (+49 vs poprzedni kw.) | 39 (0 vs poprzedni kw.) | 395 (+237 vs poprzedni kw.) | 33 (-143 vs poprzedni kw.) | +14.1M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $446 062 972 | 1 557 700 | 7,57% | Akcje |
| FIRST TRUST ADVISORS LP | $408 630 279 | 1 426 981 | 6,94% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $367 137 002 | 1 282 082 | 6,23% | Akcje |
| Carnick & Kubik Group, LLC | $277 281 740 | 1 627 909 | 4,71% | Akcje |
| STATE STREET CORP | $273 757 010 | 955 989 | 4,65% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $264 312 863 | 923 009 | 4,49% | Akcje |
| Fisher Asset Management, LLC | $209 506 420 | 731 619 | 3,56% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $170 503 338 | 595 284 | 2,89% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $126 415 340 | 441 456 | 2,15% | Akcje |
| Jain Global LLC | $109 160 432 | 381 200 | 1,85% | Opcja sprzedaży |
| JANUS HENDERSON GROUP PLC | $107 642 222 | 199 090 | 1,83% | Akcje |
| JANE STREET GROUP, LLC | $106 869 552 | 373 200 | 1,81% | Opcja kupna |
| CITADEL ADVISORS LLC | $90 174 764 | 314 900 | 1,53% | Opcja kupna |
| JANE STREET GROUP, LLC | $85 021 143 | 296 903 | 1,44% | Akcje |
| Capital World Investors | $84 540 631 | 295 225 | 1,43% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83 523 480 | 291 673 | 1,42% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $75 572 695 | 263 908 | 1,28% | Akcje |
| TCW GROUP INC | $72 343 986 | 252 633 | 1,23% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $70 733 906 | 247 010 | 1,20% | Akcje |
| JANE STREET GROUP, LLC | $69 470 936 | 242 600 | 1,18% | Opcja sprzedaży |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63 959 079 | 223 352 | 1,09% | Akcje |
| Walleye Trading LLC | $59 333 792 | 207 200 | 1,01% | Opcja kupna |
| GOLDMAN SACHS GROUP INC | $58 450 658 | 204 116 | 0,99% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $56 906 605 | 198 724 | 0,97% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $56 815 256 | 198 405 | 0,96% | Akcje |
| Baird Financial Group, Inc. | $56 313 467 | 196 652 | 0,96% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $52 828 266 | 184 482 | 0,90% | Akcje |
| OBERWEIS ASSET MANAGEMENT INC/ | $51 407 634 | 179 521 | 0,87% | Akcje |
| PEAK6 LLC | $48 967 560 | 171 000 | 0,83% | Opcja kupna |
| Encompass Capital Advisors LLC | $45 502 318 | 158 899 | 0,77% | Akcje |
| Jain Global LLC | $42 352 644 | 147 900 | 0,72% | Opcja kupna |
| Portolan Capital Management, LLC | $41 702 893 | 145 631 | 0,71% | Akcje |
| AMERIPRISE FINANCIAL INC | $38 562 575 | 134 662 | 0,65% | Akcje |
| Stephens Investment Management Group LLC | $37 526 333 | 131 046 | 0,64% | Akcje |
| Vision One Management Partners, LP | $37 242 263 | 130 054 | 0,63% | Akcje |
| ENGINE NO. 1 LLC | $36 272 390 | 119 000 | 0,62% | Akcje |
| D. E. Shaw & Co., Inc. | $34 993 192 | 122 200 | 0,59% | Opcja kupna |
| Munro Partners | $34 220 593 | 119 502 | 0,58% | Akcje |
| CITADEL ADVISORS LLC | $34 019 568 | 118 800 | 0,58% | Opcja sprzedaży |
| RPG Investment Advisory, LLC | $33 172 801 | 115 843 | 0,56% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $32 645 613 | 114 002 | 0,55% | Akcje |
| Public Sector Pension Investment Board | $31 733 556 | 110 817 | 0,54% | Akcje |
| Squarepoint Ops LLC | $31 547 136 | 110 166 | 0,54% | Akcje |
| LPL Financial LLC | $30 294 546 | 105 792 | 0,51% | Akcje |
| Allspring Global Investments Holdings, LLC | $30 105 577 | 113 666 | 0,51% | Akcje |
| Hodges Capital Management Inc. | $27 618 563 | 96 447 | 0,47% | Akcje |
| WINTON GROUP Ltd | $26 443 628 | 92 344 | 0,45% | Akcje |
| TEMA ETFS LLC | $24 335 028 | 76 338 | 0,41% | Akcje |
| Driehaus Capital Management LLC | $23 677 963 | 82 686 | 0,40% | Akcje |
| ROYCE & ASSOCIATES LP | $22 549 991 | 78 747 | 0,38% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $22 168 273 | 77 414 | 0,38% | Akcje |
| Venture Visionary Partners LLC | $22 120 467 | 77 247 | 0,38% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $21 528 259 | 75 179 | 0,37% | Akcje |
| JENNISON ASSOCIATES LLC | $21 358 735 | 74 587 | 0,36% | Akcje |
| Aperture Investors, LLC | $21 275 116 | 74 295 | 0,36% | Akcje |
| LOOMIS SAYLES & CO L P | $21 129 645 | 73 787 | 0,36% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $20 146 952 | 70 355 | 0,34% | Akcje |
| Stratos Wealth Partners, LTD. | $19 469 741 | 67 990 | 0,33% | Akcje |
| COMMONWEALTH EQUITY SERVICES, LLC | $18 274 350 | 63 816 | 0,31% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $18 042 398 | 63 006 | 0,31% | Akcje |
| Swiss National Bank | $16 740 606 | 58 460 | 0,28% | Akcje |
| Nicholas Investment Partners, LP | $16 736 024 | 58 444 | 0,28% | Akcje |
| RHUMBLINE ADVISERS | $16 596 511 | 57 957 | 0,28% | Akcje |
| Carnegie Investment Counsel | $14 848 478 | 51 852 | 0,25% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $14 650 282 | 27 076 | 0,25% | Akcje |
| ASSETMARK, INC | $14 422 590 | 50 365 | 0,24% | Akcje |
| Private Advisory Group LLC | $13 801 979 | 48 198 | 0,23% | Akcje |
| DANSKE BANK A/S | $13 558 860 | 47 349 | 0,23% | Akcje |
| Legal & General Group Plc | $13 252 741 | 46 280 | 0,22% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $12 428 883 | 43 403 | 0,21% | Akcje |
| CONGRESS ASSET MANAGEMENT CO | $12 157 741 | 42 456 | 0,21% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $11 324 965 | 39 548 | 0,19% | Akcje |
| GKV Capital Management Co., Inc. | $11 164 890 | 38 989 | 0,19% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $10 917 759 | 38 126 | 0,19% | Akcje |
| BlackRock, Inc. | $10 717 023 | 37 425 | 0,18% | Akcje |
| UBS Group AG | $10 650 874 | 37 194 | 0,18% | Akcje |
| Quantum Private Wealth, LLC | $10 647 509 | 37 182 | 0,18% | Akcje |
| D. E. Shaw & Co., Inc. | $10 165 780 | 35 500 | 0,17% | Opcja sprzedaży |
| MARSHALL WACE, LLP | $10 020 309 | 34 992 | 0,17% | Akcje |
| ALGERT GLOBAL LLC | $9 961 892 | 34 788 | 0,17% | Akcje |
| CI INVESTMENTS INC. | $9 729 940 | 33 978 | 0,17% | Akcje |
| INTECH INVESTMENT MANAGEMENT LLC | $9 525 765 | 33 265 | 0,16% | Akcje |
| GREAT VALLEY ADVISOR GROUP, INC. | $9 450 438 | 33 000 | 0,16% | Akcje |
| Pier Capital, LLC | $9 180 415 | 32 059 | 0,16% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $9 054 703 | 31 620 | 0,15% | Akcje |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8 877 733 | 31 002 | 0,15% | Akcje |
| Rockline Wealth Management, LLC | $8 859 650 | 30 939 | 0,15% | Akcje |
| POLEN CAPITAL MANAGEMENT LLC | $8 356 271 | 29 181 | 0,14% | Akcje |
| CHATHAM CAPITAL GROUP, INC. | $8 355 486 | 29 178 | 0,14% | Akcje |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $8 209 368 | 28 668 | 0,14% | Akcje |
| PRUDENTIAL FINANCIAL INC | $7 966 249 | 27 819 | 0,14% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $7 915 277 | 27 641 | 0,13% | Akcje |
| CIBC WORLD MARKET INC. | $7 755 202 | 27 082 | 0,13% | Akcje |
| NewEdge Advisors, LLC | $7 714 796 | 26 941 | 0,13% | Akcje |
| Vest Financial, LLC | $7 543 009 | 26 341 | 0,13% | Akcje |
| Abacus FCF Advisors LLC | $7 455 955 | 26 037 | 0,13% | Akcje |
| Informed Momentum Co LLC | $7 282 135 | 25 430 | 0,12% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 280 130 | 25 423 | 0,12% | Akcje |
| Liberty Capital Management, Inc. | $7 197 945 | 25 136 | 0,12% | Akcje |
| FORA Capital, LLC | $6 930 661 | 24 206 | 0,12% | Akcje |
Insiderzy spółki 39 insiderów · 18 dyrektorzy generalni · 20 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Michael Allan Lucas | President & CEO | 1 października 2015 A | 78 734 | 0 | 0 | $0 |
| Patrick L Mcdonald | President & CEO | 6 grudnia 2010 A | 29 528 | 0 | 0 | $0 |
| Don R Madison | Executive Vice President, CFO | 19 grudnia 2018 A | 85 821 | 0 | 0 | $0 |
| Neil Dial | COO | 1 października 2014 F | 3 600 | 0 | 0 | $0 |
| Michael William Metcalf | Exec Vice President | 30 czerwca 2026 S | 78 900 | 0 | 37 | $-3 820 817 |
| Peter G Hoglund | Vice Pres, Global Service | 26 czerwca 2026 F | 5 394 | 0 | 0 | $0 |
| William Marshall Mauney Jr | Vice President, R&D | 11 maja 2026 S | 10 853 | 0 | 8 | $-1 804 406 |
| Ping Ni | Corp Controller | 11 lutego 2026 S | 2 023 | 0 | 1 | $-41 300 |
| David L Eckenrode | Assistant Secretary/Treasurer | 10 lutego 2026 S | 443 | 0 | 1 | $-168 150 |
| John Birchall | Managing Director | 9 lutego 2026 S | 6 567 | 0 | 2 | $-2 178 090 |
| Terry B Mckertcher | Vice President, Operations | 6 lutego 2026 S | 4 433 | 0 | 6 | $-2 387 654 |
| Davide Tuninetti | CHIEF HUMAN RESOURCE OFFICER | 3 lutego 2026 F | 1 070 | 0 | 0 | $0 |
| Frederick N Mudge | Vice President, Operations | 2 stycznia 2026 F | 29 921 | 0 | 1 | $-1 776 000 |
| Robert B Callahan | Chief Human Resource Officer | 20 grudnia 2024 F | 17 100 | 0 | 0 | $0 |
| Milburn E Honeycutt | Vice Pres, Corp Controller | 5 stycznia 2024 F | 27 783 | 0 | 0 | $0 |
| Mark W Reid | Exec Vice President | 12 grudnia 2006 A | 0 | 0 | 0 | $0 |
| Robert B Gregory | Corporate Controller | 18 marca 2005 M | 0 | 0 | 0 | $0 |
| M M Gus Zeller | Vice President | 10 września 2004 M | 0 | 0 | 0 | $0 |
| Mohit Singh | Dyrektor | 28 maja 2026 S | 2 730 | 0 | 1 | $-395 834 |
| Katheryn Baucom Curtis | Dyrektor | 18 lutego 2026 A | 5 960 | 0 | 0 | $0 |
| Alaina K Brooks | Dyrektor | 18 lutego 2026 A | 3 760 | 0 | 0 | $0 |
| John Stacey | Dyrektor | 18 lutego 2026 A | 6 160 | 0 | 0 | $0 |
| James W Mcgill | Dyrektor | 18 lutego 2026 A | 10 360 | 0 | 0 | $0 |
| Christopher E Cragg | Dyrektor | 26 sierpnia 2025 G | 12 410 | 0 | 0 | $0 |
| Mark W. Smith | Dyrektor | 1 sierpnia 2025 A | 230 | 0 | 0 | $0 |
| John David White | Dyrektor | 24 maja 2023 S | 19 700 | 0 | 0 | $0 |
| Perry L Elders | Dyrektor | 16 lutego 2022 A | 11 200 | 0 | 0 | $0 |
| Bonnie V Hancock | Dyrektor | 20 lutego 2019 A | 1 000 | 0 | 0 | $0 |
| William N. Clelland | Dyrektor | 22 lutego 2017 A | 32 000 | 0 | 0 | $0 |
| Scott E Rozzell | Dyrektor | 22 lutego 2017 A | 13 500 | 0 | 0 | $0 |
| Stephen W Seale JR | Dyrektor | 22 lutego 2017 A | 9 117 | 0 | 0 | $0 |
| Eugene L Butler | Dyrektor | 22 lutego 2017 A | 24 000 | 0 | 0 | $0 |
| Joseph L Becherer | Dyrektor | 16 września 2015 P | 23 191 | 0 | 0 | $0 |
| Robert C Tranchon | Dyrektor | 25 lutego 2015 A | 12 600 | 0 | 0 | $0 |
| James F Clark | Dyrektor | 3 stycznia 2013 S | 16 500 | 0 | 0 | $0 |
| Ronald J Wolny | Dyrektor | 15 czerwca 2010 A | 26 150 | 0 | 0 | $0 |
| Thomas W Powell | Posiadacz 10% | 25 czerwca 2026 S | 564 736 | 0 | 13 | $-50 956 063 |
| Richard E Williams | — | 14 sierpnia 2026 S | 37 380 | 0 | 4 | $-2 027 603 |
| Brett Alan Cope | — | 13 sierpnia 2026 S | 512 733 | 0 | 7 | $-6 337 235 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Thomas W. Powell ×2 zgłoszenia | 10 października 2024 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca | 2 lipca 2003 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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 98 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 |
|---|---|---|---|---|
| VOLT · Tema ETF Trust | 8,05% | 204 843 NS | 31 maja 2026 | N-PORT |
| RSHO · Tema ETF Trust | 7,81% | 75 229 NS | 31 maja 2026 | N-PORT |
| POW · Tidal Trust III | 6,24% | 14 833 NS | 31 maja 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 5,00% | 4 092 NS | 30 kwietnia 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,37% | 232 169 NS | 30 kwietnia 2026 | N-PORT |
| PRN · Invesco Exchange-Traded Fund Trust | 2,23% | 46 314 SH | 8 sierpnia 2026 | Dziennie |
| ALIL · EA Series Trust | 1,87% | 1 683 NS | 29 maja 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1,79% | 16 610 SH | 8 sierpnia 2026 | Dziennie |
| XSMO · Invesco Exchange-Traded Fund Trust | 1,75% | 256 792 SH | 8 sierpnia 2026 | Dziennie |
| JSML · Janus Detroit Street Trust | 1,73% | 19 656 NS | 30 kwietnia 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1,72% | 60 663 NS | 30 kwietnia 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,60% | 24 383 SH | 8 sierpnia 2026 | Dziennie |
| SDVD · First Trust Exchange-Traded Fund IV | 1,52% | 45 695 NS | 30 kwietnia 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 1,49% | 9 775 SH | 8 sierpnia 2026 | Dziennie |
| ABFL · Abacus FCF ETF Trust | 1,45% | 25 935 NS | 30 kwietnia 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,27% | 7 208 NS | 30 kwietnia 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 1,12% | 10 890 NS | 31 maja 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,10% | 23 813 SH | 8 sierpnia 2026 | Dziennie |
| HECO · SSGA Active Trust | 1,06% | 3 117 NS | 30 kwietnia 2026 | N-PORT |
| DECO · SSGA Active Trust | 1,05% | 598 NS | 30 kwietnia 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 1,02% | 19 008 NS | 30 kwietnia 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,94% | 8 493 NS | 31 maja 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,89% | 33 826 SH | 8 sierpnia 2026 | Dziennie |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,89% | 1 635 NS | 31 maja 2026 | N-PORT |
| POWR · iShares, Inc. | 0,76% | 16 719 SH | 8 sierpnia 2026 | Dziennie |
| OASC · Unified Series Trust | 0,76% | 2 247 NS | 31 maja 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,66% | 2 287 NS | 31 maja 2026 | N-PORT |
| IJT · iShares Trust | 0,66% | 263 903 SH | 8 sierpnia 2026 | Dziennie |
| ESSC · Strategy Shares | 0,58% | 534 NS | 30 kwietnia 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,56% | 13 650 NS | 31 maja 2026 | N-PORT |
| PAVE · Global X Funds | 0,56% | 268 116 NS | 31 maja 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,44% | 99 338 SH | 8 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,42% | 20 178 NS | 30 kwietnia 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,41% | 1 866 NS | 30 kwietnia 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,41% | 10 731 NS | 30 kwietnia 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,41% | 4 924 SH | 8 sierpnia 2026 | Dziennie |
| BFOR · ALPS ETF Trust | 0,39% | 2 937 NS | 31 maja 2026 | N-PORT |
| XJR · iShares Trust | 0,37% | 3 358 SH | 8 sierpnia 2026 | Dziennie |
| SAA · ProShares Trust | 0,36% | 339 NS | 31 maja 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,36% | 1 035 NS | 30 kwietnia 2026 | N-PORT |
| IJR · iShares Trust | 0,32% | 1 732 967 SH | 8 sierpnia 2026 | Dziennie |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,32% | 6 801 SH | 8 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,30% | 5 227 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,24% | 12 450 NS | 30 kwietnia 2026 | N-PORT |
| SMLF · iShares Trust | 0,24% | 49 395 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,23% | 386 006 SH | 8 sierpnia 2026 | Dziennie |
| EBIT · Harbor ETF Trust | 0,21% | 87 NS | 30 kwietnia 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 106 518 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,20% | 1 348 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,19% | 9 351 SH | 8 sierpnia 2026 | Dziennie |