PSIX Power Solutions International, Inc. - Common Stock
$36,10
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$25–$120
11% of range
Ocena Analityków
BUY
9 analysts
Cena Docelowa
$70
+93% upside
P/E (TTM)
11.6
ROE
—
Marża Zysku Netto
—
PSIX Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$36.10
Kapitalizacja Rynkowa
—
P/E (TTM)
11.6
EPS (TTM)
$4.94
Przychody (TTM)
$722M
Stopa dywidendy
—
ROE
—
D/E Dług/Kapitał
—
Zakres 52 tyg.
$25 – $120
PSIX Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$722M
2018-12-31
→
2025-12-31
EPS
$4.94
2018-12-31
→
2025-12-31
Wolny przepływ pieniężny
—
Marże
—
2018-12-31
→
2018-12-31
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
PSIX
Mediana porównawcza
P/E (TTM)
11.6
25.6
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
PSIX
Mediana porównawcza
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
PSIX
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
PSIX
Mediana porównawcza
Revenue YoY (Przychody R/R)
51.8%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
14.5%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
11.6%
—
EPS YoY
64.1%
—
Net Income YoY (Zysk Netto R/R)
64.5%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
PSIX
Mediana porównawcza
PSIX Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
9 analityków
- Mocne kupno 3 33,3%
- Kup 4 44,4%
- Trzymaj 2 22,2%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
3 analityków · 2026-08-16
Mediana
$70.00
← Poniżej wszystkich celów
$36.10
Niski
$63.37
Wysoki
$76.00
Średni cel
$70.00
+93,9%
Średnia cel
$69.79
+93,3%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.33%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.73 | $0.32 | 0.41% |
| 31 marca 2026 | $0.36 | $0.75 | -0.39% |
| 31 grudnia 2025 | $0.70 | $0.65 | 0.05% |
| 30 września 2025 | $1.20 | $1.00 | 0.20% |
| 30 czerwca 2025 | $2.24 | $0.89 | 1.4% |
| 31 marca 2025 | $0.83 | $0.47 | 0.36% |
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 |
|---|---|---|---|---|---|---|
| PSIX | — | 11.6 | 51.8% | — | — | — |
| XE | — | — | — | — | — | — |
| SMR | — | -6.5 | -15.0% | -1130.3% | -39.8% | 36.3% |
| EROC | — | — | — | — | — | — |
| BW | $827M | -13.2 | 1.1% | -6.2% | 17.4% | — |
| NNE | $1.61B | -36.4 | — | — | -22.6% | — |
| NRGV | $779M | -7.1 | 340.9% | -50.9% | -131.3% | 23.6% |
| NPWR | — | -0.3 | — | — | -134.6% | — |
| HDRN | — | — | — | — | — | — |
| BWEN | — | 12.3 | 10.4% | 3.3% | 8.4% | 10.2% |
| GEV | $176.16B | 36.9 | 9.0% | 12.8% | 47.1% | 19.8% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $722M | $476M | $459M | $481M | $456M | $418M | $546M | $496M | $417M | |
| Cost of Revenue | $538M | $335M | $353M | $393M | $415M | $359M | $446M | $437M | $366M | |
| Gross Profit | $185M | $141M | $106M | $89M | $41M | $58M | $100M | $59M | $51M | |
| R&D Expense | $18M | $20M | $19M | $19M | $22M | $25M | $25M | $29M | $20M | |
| Operating Expenses | $75M | $59M | $62M | $64M | $83M | $80M | $83M | $95M | $69M | |
| Operating Income | $110M | $82M | $44M | $25M | $-42M | $-22M | $17M | $-37M | $-18M | |
| Interest Expense | · | · | $17M | $13M | $7M | $6M | $8M | $8M | $11M | |
| Other Non-op | $352.0K | $0 | · | $0 | $-1.0K | $1M | $-9M | $-18M | $-2M | |
| Pretax Income | $103M | $70M | $27M | $12M | $-49M | $-27M | $9M | $-55M | $-47M | |
| Income Tax | $-11M | $922.0K | $900.0K | $304.0K | $-406.0K | $-4M | $409.0K | $169.0K | $443.0K | |
| Net Income | $114M | $69M | $26M | $11M | $-48M | $-23M | $8M | $-55M | $-48M | |
| EPS (Basic) | $4.95 | $3.01 | $1.15 | $0.49 | $-2.12 | $-1.00 | $0.38 | $-2.94 | $-6.20 | |
| EPS (Diluted) | $4.94 | $3.01 | $1.15 | $0.49 | $-2.12 | $-1.00 | $0.38 | $-2.94 | $-6.20 | |
| Shares (Basic) | 23,022,000 | 22,983,000 | 22,960,000 | 22,938,000 | 22,908,000 | 22,872,000 | 21,512,000 | 18,585,000 | 13,787,000 | |
| Shares (Diluted) | 23,066,000 | 23,018,000 | 22,973,000 | 22,948,000 | 22,908,000 | 22,872,000 | 21,530,000 | 18,585,000 | 13,787,000 | |
| EBITDA | · | · | · | · | · | · | · | $-37M | $-18M |
Bilans 29
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $41M | $55M | $23M | $24M | $6M | $21M | $3.0K | $54.0K | $0 | |
| Receivables | $90M | $69M | $67M | $90M | $65M | $60M | $105M | $86M | $69M | |
| Inventory | $127M | $94M | $85M | $121M | $142M | $108M | $109M | $106M | $87M | |
| Prepaid Expense | $4M | $6M | $9M | $16M | $9M | $6M | $8M | $23M | $14M | |
| Other Current Assets | $1M | $4M | $2M | · | · | · | · | $742.0K | $86.0K | |
| Current Assets | $291M | $254M | $205M | $255M | $230M | $203M | $223M | $216M | $171M | |
| PP&E (Net) | · | · | · | · | · | · | $23M | $24M | $19M | |
| PP&E (Gross) | · | · | · | · | · | · | $50M | $46M | $36M | |
| Accum. Depreciation | · | · | · | · | · | · | $26M | $22M | $17M | |
| Goodwill | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | |
| Intangibles | $1M | $2M | $4M | $6M | $8M | $10M | $13M | $17M | $21M | |
| Other Non-current Assets | $614.0K | $374.0K | $3M | $2M | $2M | $21M | $25M | $3M | $6M | |
| Total Assets | $425M | $328M | $284M | $320M | $301M | $284M | $314M | $290M | $247M | |
| Accounts Payable | $48M | $58M | $67M | $76M | $93M | $32M | $76M | $85M | $51M | |
| Short-term Debt | $740.0K | $120M | $145M | $206M | $155M | $130M | · | · | $37M | |
| Current Liabilities | $92M | $228M | $248M | $319M | $283M | $239M | $182M | $221M | $123M | |
| Capital Leases | $49M | $21M | $25M | $11M | $10M | $14M | $18M | · | · | |
| Deferred Tax | $0 | $2M | $1M | $1M | $1M | $886.0K | $1M | $647.0K | $703.0K | |
| Other Non-current Liabilities | $7M | $11M | $11M | $10M | $19M | $34M | $29M | $17M | $12M | |
| Total Liabilities | $246M | $263M | $288M | $350M | $343M | $278M | $285M | $308M | $215M | |
| Long-term Debt | $38.0K | $90.0K | $184.0K | $5M | $26M | $781.0K | $56M | $55M | $54M | |
| Total Debt | · | · | · | · | · | · | · | $55M | $91M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $19.0K | $19.0K | |
| Paid-in Capital | $158M | $158M | $158M | $158M | $157M | $157M | $157M | $126M | $124M | |
| Retained Earnings | $22M | $-92M | $-161M | $-187M | $-198M | $-150M | $-127M | $-135M | $-82M | |
| Treasury Stock | $1M | $823.0K | $920.0K | $972.0K | $1M | $1M | $1M | $10M | $10M | |
| Stockholders' Equity | $179M | $65M | $-4M | $-30M | $-42M | $6M | $28M | $-19M | $32M | |
| Liabilities + Equity | $425M | $328M | $284M | $320M | $301M | $284M | $314M | $290M | $247M | |
| Shares Outstanding | 23,041,000 | 23,000,000 | 22,968,000 | 22,951,000 | 22,926,000 | 22,892,000 | 22,857,000 | 18,638,000 | 18,433,000 |
Przepływy pieniężne 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $427.0K | $89.0K | $151.0K | $385.0K | $394.0K | $607.0K | $1M | $3M | $473.0K | |
| Deferred Tax | $-15M | $90.0K | $200.0K | $189.0K | $29.0K | $-1M | $457.0K | $-56.0K | $239.0K | |
| Amort. of Intangibles | $1M | $1M | $2M | $2M | $3M | $3M | $4M | $5M | $5M | |
| Operating Cash Flow | $24M | $62M | $71M | $-9M | $-61M | $-8M | $18M | $-6M | $-8M | |
| Investing Cash Flow | $-10M | $-5M | $-5M | $-1M | $398.0K | $-1M | $-4M | $-10M | $-5M | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | $0 | $-71M | |
| Financing Cash Flow | $-28M | $-26M | $-67M | $28M | $47M | $33M | $-15M | $16M | $11M | |
| Net Change in Cash | $-14M | $32M | $-1M | $18M | $-15M | $24M | $-51.0K | $54.0K | $-2M | |
| Taxes Paid | $9M | $2M | · | · | $100.0K | $200.0K | · | · | · |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | 11.8% | 12.2% | |
| Operating Margin | · | · | · | · | · | · | · | -7.4% | -4.3% | |
| Net Margin | · | · | · | · | · | · | · | -11.0% | -11.4% | |
| Pretax Margin | · | · | · | · | · | · | · | -11.0% | -11.3% | |
| EBITDA Margin | · | · | · | · | · | · | · | -7.4% | -4.3% | |
| ROA | · | · | · | · | · | · | · | -18.8% | -18.5% | |
| ROE | · | · | · | · | · | · | · | 393.1% | -248.6% | |
| ROIC | · | · | · | · | · | · | · | -101.9% | -14.7% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | · | 1.0 | 1.3 | |
| Quick Ratio | · | · | · | · | · | · | · | 0.4 | 0.5 | |
| Debt / Equity | · | · | · | · | · | · | · | -2.9 | 2.8 | |
| LT Debt / Equity | · | · | · | · | · | · | · | -2.9 | 1.7 | |
| Interest Coverage | · | · | · | · | · | · | · | -4.8 | -1.7 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | · | 1.7 | 1.6 | |
| Inventory Turnover | · | · | · | · | · | · | · | 4.0 | 3.7 | |
| Receivables Turnover | · | · | · | · | · | · | · | 6.3 | 6.4 |
Stopy Wzrostu 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 51.8% | 3.7% | -4.7% | 5.5% | 9.2% | · | · | · | · | |
| Revenue CAGR 3Y | 14.5% | 1.4% | 3.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | |
| EPS YoY | 64.1% | 161.7% | 134.7% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 116.0% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 64.5% | 163.4% | 133.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 116.3% | · | · | · | · | · | · | · | · |
Wycena (TTM) 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $722M | $476M | $459M | $481M | $456M | $418M | $546M | $496M | $417M | |
| Net Income TTM | $114M | $69M | $26M | $11M | $-48M | $-23M | $8M | $-55M | $-48M | |
| Market Cap | · | · | · | · | · | · | · | $172M | $138M | |
| Enterprise Value | · | · | · | · | · | · | · | $227M | $230M | |
| P/E | 11.6 | 9.9 | 1.8 | 6.1 | -1.4 | -3.3 | 20.8 | -3.1 | -1.2 | |
| P/S | · | · | · | · | · | · | · | 0.3 | 0.3 | |
| P/B | · | · | · | · | · | · | · | -9.3 | 4.3 | |
| P / Tangible Book | 8.9 | 20.8 | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | -28.0 | -18.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | -6.2 | -12.7 | |
| EV / Revenue | · | · | · | · | · | · | · | 0.5 | 0.6 | |
| Earnings Yield | 8.6% | 10.1% | 56.1% | 16.3% | -70.7% | -30.3% | 4.8% | -31.8% | -82.7% |
Rachunek zysków i strat 17
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $153M | $129M | $191M | $204M | $192M | $135M | $144M | $126M | $111M | $95M | $105M | $116M | $122M | $116M | $137M | $125M | |
| Cost of Revenue | $111M | $99M | $149M | $155M | $138M | $95M | $101M | $89M | $75M | $69M | $77M | $88M | $95M | $93M | $108M | $101M | |
| Gross Profit | $41M | $29M | $42M | $49M | $54M | $40M | $43M | $36M | $35M | $26M | $28M | $28M | $27M | $23M | $29M | $24M | |
| R&D Expense | $5M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| SG&A Expense | $12M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Expenses | $17M | $18M | $18M | $20M | $22M | $16M | $18M | $16M | $10M | $15M | $15M | $16M | $16M | $15M | $16M | $17M | |
| Operating Income | $24M | $11M | $24M | $28M | $32M | $25M | $25M | $20M | $25M | $11M | $12M | $12M | $11M | $9M | $14M | $7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $4M | $5M | $5M | $4M | $4M | |
| Other Non-op | $122.0K | $85.0K | $57.0K | $0 | $295.0K | $0 | $0 | $0 | $0 | · | · | · | · | $-5M | · | $0 | |
| Pretax Income | $22M | $10M | $23M | $27M | $31M | $23M | $23M | $18M | $22M | $7M | $9M | $8M | $7M | $4M | $10M | $4M | |
| Income Tax | $6M | $2M | $7M | $-876.0K | $-20M | $4M | $-451.0K | $277.0K | $895.0K | $201.0K | $369.0K | $153.0K | $243.0K | $135.0K | $290.0K | $415.0K | |
| Net Income | $17M | $7M | $16M | $28M | $51M | $19M | $23M | $17M | $22M | $7M | $8M | $8M | $6M | $4M | $9M | $3M | |
| EPS (Basic) | $0.73 | $0.32 | $0.69 | $1.20 | $2.23 | $0.83 | $1.01 | $0.75 | $0.94 | $0.31 | $0.37 | $0.34 | $0.28 | $0.16 | $0.40 | $0.14 | |
| EPS (Diluted) | $0.73 | $0.32 | $0.69 | $1.20 | $2.22 | $0.83 | $1.01 | $0.75 | $0.94 | $0.31 | $0.37 | $0.34 | $0.28 | $0.16 | $0.40 | $0.14 | |
| Shares (Basic) | 23,050,000 | 23,046,000 | -46,025,000 | 23,033,000 | 23,009,000 | 23,005,000 | -45,949,000 | 22,990,000 | 22,973,000 | 22,969,000 | -45,910,000 | 22,967,000 | 22,952,000 | 22,951,000 | -45,864,000 | 22,948,000 | |
| Shares (Diluted) | 23,072,000 | 23,063,000 | -46,123,000 | 23,061,000 | 23,067,000 | 23,061,000 | -45,992,000 | 23,044,000 | 22,993,000 | 22,973,000 | -45,934,000 | 22,974,000 | 22,966,000 | 22,967,000 | -45,878,000 | 22,959,000 | |
| EBITDA | $24M | $11M | · | $28M | $32M | $25M | · | $20M | $25M | $11M | · | $12M | $11M | $9M | · | $7M |
Bilans 26
| 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 | $70M | $45M | $41M | $49M | $49M | $50M | $55M | $40M | $29M | $33M | $23M | $32M | $28M | $27M | $24M | $16M | |
| Receivables | $80M | $74M | $90M | $88M | $82M | $82M | $69M | $77M | $64M | $49M | $67M | $71M | $78M | $83M | $90M | $83M | |
| Inventory | $128M | $129M | $127M | $152M | $149M | $117M | $94M | $105M | $93M | $89M | $85M | $94M | $113M | $132M | $121M | $127M | |
| Prepaid Expense | $4M | $4M | $4M | $5M | $4M | $6M | $6M | $16M | $42M | $34M | $9M | $24M | $19M | $19M | $16M | $18M | |
| Other Current Assets | $1M | $1M | $1M | $1M | $716.0K | $2M | $4M | $3M | · | · | $2M | · | · | · | · | · | |
| Current Assets | $303M | $275M | $291M | $319M | $310M | $278M | $254M | $265M | $232M | $209M | $205M | $226M | $242M | $265M | $255M | $248M | |
| Goodwill | $35M | $35M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | |
| Intangibles | $1M | $2M | $1M | $2M | $2M | $2M | $2M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $6M | $6M | |
| Other Non-current Assets | $419.0K | $543.0K | $614.0K | $14M | $3M | $3M | $374.0K | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $13M | |
| Total Assets | $453M | $431M | $425M | $459M | $438M | $373M | $328M | $339M | $308M | $287M | $284M | $305M | $318M | $328M | $320M | $312M | |
| Accounts Payable | $50M | $43M | $48M | $84M | $90M | $66M | $58M | $77M | $67M | $73M | $67M | $76M | $72M | $80M | $76M | $73M | |
| Short-term Debt | $841.0K | $753.0K | $0 | $0 | $95M | $110M | $120M | $135M | $135M | $140M | $145M | $160M | $190M | $210M | $206M | $211M | |
| Current Liabilities | $118M | $80M | $92M | $140M | $247M | $240M | $228M | $259M | $244M | $246M | $248M | $276M | $298M | $327M | $319M | $327M | |
| Capital Leases | $54M | $56M | $49M | $51M | $43M | $37M | $21M | $22M | $23M | $24M | $25M | $26M | $23M | $11M | $11M | $8M | |
| Deferred Tax | · | · | $0 | $0 | $0 | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Other Non-current Liabilities | $6M | $6M | $7M | $8M | $9M | $8M | $11M | $12M | $12M | $10M | $11M | $11M | $12M | $12M | $10M | $19M | |
| Total Liabilities | $250M | $245M | $246M | $296M | $302M | $288M | $263M | $297M | $283M | $284M | $288M | $318M | $338M | $354M | $350M | $351M | |
| Long-term Debt | $6M | $7M | $38.0K | $52.0K | $64.0K | $77.0K | $90.0K | $125.0K | $160.0K | $152.0K | $229.0K | $239.0K | $296.0K | $346.0K | $5M | $455.0K | |
| Total Debt | $7M | $8M | · | $52.0K | $95M | $110M | · | $135M | $135M | $140M | · | $160M | $190M | $210M | · | $212M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | |
| Paid-in Capital | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | |
| Retained Earnings | $47M | $30M | $22M | $6M | $-21M | $-72M | $-92M | $-115M | $-132M | $-154M | $-161M | $-169M | $-177M | $-183M | $-187M | $-196M | |
| Treasury Stock | $2M | $2M | $1M | $2M | $930.0K | $899.0K | $823.0K | $860.0K | $860.0K | $920.0K | $920.0K | $1M | $1M | $972.0K | $972.0K | $971.0K | |
| Stockholders' Equity | $203M | $186M | $179M | $162M | $136M | $84M | $65M | $42M | $25M | $3M | $-4M | $-12M | $-20M | $-27M | $-30M | $-40M | |
| Liabilities + Equity | $453M | $431M | $425M | $459M | $438M | $373M | $328M | $339M | $308M | $287M | $284M | $305M | $318M | $328M | $320M | $312M | |
| Shares Outstanding | 23,050,000 | 23,051,000 | 23,041,000 | 23,040,000 | 23,011,000 | 23,008,000 | 23,000,000 | 22,990,000 | 22,975,000 | 22,968,000 | 22,968,000 | 22,968,000 | 22,953,000 | 22,951,000 | 22,951,000 | 22,950,000 |
Przepływy pieniężne 8
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $430.0K | $424.0K | $101.0K | $19.0K | $154.0K | $153.0K | $37.0K | $4.0K | $22.0K | $26.0K | $19.0K | $26.0K | $37.0K | $69.0K | $70.0K | $62.0K | |
| Deferred Tax | · | · | · | $-7M | $-29M | · | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $280.0K | $249.0K | $297.0K | $308.0K | $306.0K | $307.0K | $364.0K | $365.0K | $365.0K | $365.0K | $437.0K | $436.0K | $437.0K | $436.0K | $526.0K | $526.0K | |
| Operating Cash Flow | $57M | $19M | $-5M | $3M | $17M | $9M | $33M | $13M | $2M | $16M | $8M | $36M | $22M | $5M | $9M | $12M | |
| Investing Cash Flow | $-846.0K | $-14M | $-3M | $-2M | $-2M | $-3M | $-3M | $-430.0K | $-712.0K | $-815.0K | $-2M | $-1M | $-642.0K | $-612.0K | $-363.0K | $-483.0K | |
| Financing Cash Flow | $-31M | $-740.0K | $-156.0K | $-2M | $-15M | $-10M | $-15M | $-464.0K | $-5M | $-5M | $-15M | $-30M | $-20M | $-2M | $-641.0K | $1M | |
| Net Change in Cash | $25M | $5M | $-8M | $-392.0K | $-541.0K | $-5M | $15M | $12M | $-4M | $10M | $-9M | $4M | $886.0K | $3M | $8M | $13M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Rentowność 8
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 27.1% | 22.9% | · | 23.9% | 28.2% | 29.8% | · | 28.9% | 31.8% | 27.0% | · | 24.1% | 22.1% | 20.2% | · | 19.3% | |
| Operating Margin | 15.7% | 8.9% | · | 13.9% | 16.9% | 18.2% | · | 16.2% | 22.9% | 11.2% | · | 10.4% | 9.3% | 7.3% | · | 5.8% | |
| Net Margin | 11.1% | 5.7% | · | 13.6% | 26.7% | 14.1% | · | 13.8% | 19.5% | 7.5% | · | 6.7% | 5.3% | 3.2% | · | 2.6% | |
| Pretax Margin | 14.7% | 7.6% | · | 13.1% | 16.2% | 16.9% | · | 14.0% | 20.3% | 7.7% | · | 6.9% | 5.5% | 3.3% | · | 2.9% | |
| EBITDA Margin | 15.7% | 8.9% | · | 13.9% | 16.9% | 18.2% | · | 16.2% | 22.9% | 11.2% | · | 10.4% | 9.3% | 7.3% | · | 5.8% | |
| ROA | 3.8% | 1.8% | · | 6.9% | 13.7% | 5.8% | · | 5.4% | 6.9% | 2.3% | · | 2.5% | 2.1% | 1.2% | · | 1.1% | |
| ROE | 10.0% | 5.4% | · | 27.0% | 63.8% | 43.6% | · | 116.3% | 928.4% | -60.9% | · | -29.9% | -20.3% | -10.5% | · | -8.6% | |
| ROIC | 8.6% | 4.4% | · | 18.0% | 23.2% | 10.6% | · | 11.4% | 15.2% | 7.2% | · | 8.0% | 6.4% | 4.5% | · | 3.7% |
Płynność i wypłacalność 5
| 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 | 2.6 | 3.4 | · | 2.3 | 1.3 | 1.2 | · | 1.0 | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | |
| Quick Ratio | 1.3 | 1.5 | · | 1.0 | 0.5 | 0.5 | · | 0.5 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.7 | 1.3 | · | 3.2 | 5.5 | 43.4 | · | -13.0 | -9.4 | -7.9 | · | -5.3 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | -0.0 | -0.0 | -0.0 | · | -0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 3.2 | · | 2.9 | 2.4 | 1.8 | · | 2.0 |
Efektywność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Inventory Turnover | 0.8 | 0.8 | · | 1.2 | 1.1 | 0.9 | · | 0.9 | 0.7 | 0.6 | · | 0.8 | 0.8 | 0.7 | · | 0.7 | |
| Receivables Turnover | 1.9 | 1.7 | · | 2.5 | 2.6 | 2.1 | · | 1.7 | 1.6 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.8 |
Wycena (TTM) 12
| 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 | $677M | $660M | · | $657M | $564M | $467M | · | $448M | $444M | $449M | · | $479M | $484M | $461M | · | $462M | |
| Net Income TTM | $103M | $105M | · | $115M | $109M | $65M | · | $54M | $43M | $25M | · | $21M | $15M | $6M | · | $-5M | |
| Market Cap | $896M | $1.40B | · | $2.26B | $1.49B | $582M | · | $472M | $146M | $53M | · | $75M | $64M | $59M | · | $39M | |
| Enterprise Value | $833M | $1.37B | · | $2.21B | $1.53B | $642M | · | $567M | $253M | $160M | · | $204M | $227M | $242M | · | $234M | |
| P/E | 8.7 | 13.3 | · | 19.6 | 13.6 | 8.9 | · | 8.8 | 3.4 | 2.1 | · | 3.6 | 4.4 | 10.2 | · | -7.7 | |
| P/S | 1.3 | 2.1 | · | 3.4 | 2.6 | 1.2 | · | 1.1 | 0.3 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | |
| P/B | 4.4 | 7.6 | · | 13.9 | 11.0 | 6.9 | · | 11.2 | 5.9 | 16.3 | · | -6.1 | -3.2 | -2.2 | · | -1.0 | |
| P / Tangible Book | 5.4 | 9.4 | · | 17.3 | 14.3 | 11.1 | · | 50.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 73.4 | · | · | · | 66.0 | · | · | · | 3.4 | · | · | · | 11.7 | · | · | |
| EV / EBITDA | 34.8 | 119.9 | · | 78.1 | 47.2 | 26.0 | · | 27.7 | 10.0 | 15.0 | · | 16.8 | 20.0 | 28.4 | · | 32.4 | |
| EV / Revenue | 1.2 | 2.1 | · | 3.4 | 2.7 | 1.4 | · | 1.3 | 0.6 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Earnings Yield | 11.5% | 7.5% | · | 5.1% | 7.3% | 11.2% | · | 11.4% | 29.4% | 47.6% | · | 28.1% | 22.9% | 9.8% | · | -12.9% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $722M | $476M | $459M | $481M | $456M |
| Zysk netto | $114M | $69M | $26M | $11M | $-48M |
| Rozwodniony EPS | $4.94 | $3.01 | $1.15 | $0.49 | $-2.12 |
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 175 emitentów · $324.8M łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 33 (-29 vs poprzedni kw.) | 67 (+25 vs poprzedni kw.) | 59 (-8 vs poprzedni kw.) | 45 (-1 vs poprzedni kw.) | +1.4M |
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 |
|---|---|---|---|---|
| Point72 Asset Management, L.P. | $58 224 358 | 1 497 155 | 17,92% | Akcje |
| Situational Awareness Partners LP | $26 318 424 | 432 300 | 8,10% | Akcje |
| Newtyn Management, LLC | $23 368 612 | 600 890 | 7,19% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $13 247 256 | 340 634 | 4,08% | Akcje |
| Yunqi Capital Ltd | $13 183 710 | 339 000 | 4,06% | Akcje |
| BARCLAYS PLC | $12 090 590 | 310 892 | 3,72% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $11 251 033 | 289 304 | 3,46% | Akcje |
| OLP CAPITAL MANAGEMENT Ltd | $11 042 427 | 283 940 | 3,40% | Akcje |
| Busey Bank | $8 555 800 | 220 000 | 2,63% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $8 047 974 | 206 942 | 2,48% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $7 337 207 | 188 635 | 2,26% | Akcje |
| STATE STREET CORP | $7 189 011 | 184 855 | 2,21% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $6 008 856 | 98 700 | 1,85% | Akcje |
| FIRST TRUST ADVISORS LP | $5 707 107 | 146 750 | 1,76% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 207 371 | 133 900 | 1,60% | Opcja kupna |
| CITADEL ADVISORS LLC | $5 207 371 | 133 900 | 1,60% | Opcja sprzedaży |
| Yiheng Capital Management, L.P. | $5 191 815 | 133 500 | 1,60% | Akcje |
| Meros Investment Management, LP | $5 027 155 | 129 266 | 1,55% | Akcje |
| GOLDMAN SACHS GROUP INC | $4 836 244 | 124 357 | 1,49% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $4 237 493 | 108 961 | 1,30% | Akcje |
| Hel Ved Capital Management Ltd | $3 923 068 | 100 876 | 1,21% | Akcje |
| Cubist Systematic Strategies, LLC | $3 834 003 | 39 035 | 1,18% | Akcje |
| Valiant Capital Management, L.P. | $3 176 302 | 81 674 | 0,98% | Akcje |
| WOLVERINE TRADING, LLC | $3 071 784 | 29 800 | 0,95% | Opcja kupna |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 728 134 | 70 150 | 0,84% | Akcje |
| Defiance ETFs, LLC | $2 676 190 | 72 881 | 0,82% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 671 743 | 68 700 | 0,82% | Opcja sprzedaży |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 667 504 | 68 591 | 0,82% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $2 452 714 | 63 068 | 0,76% | Akcje |
| LPL Financial LLC | $2 244 186 | 57 706 | 0,69% | Akcje |
| CITIGROUP INC | $2 079 759 | 53 478 | 0,64% | Akcje |
| OnyxPoint Global Management LP | $2 078 982 | 53 458 | 0,64% | Akcje |
| CITADEL ADVISORS LLC | $2 022 941 | 52 017 | 0,62% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $1 982 846 | 50 986 | 0,61% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $1 779 645 | 45 761 | 0,55% | Akcje |
| WOLVERINE TRADING, LLC | $1 700 820 | 16 500 | 0,52% | Opcja sprzedaży |
| CITADEL ADVISORS LLC | $1 637 269 | 42 100 | 0,50% | Opcja kupna |
| Bridge City Capital, LLC | $1 581 190 | 40 658 | 0,49% | Akcje |
| JANE STREET GROUP, LLC | $1 555 600 | 40 000 | 0,48% | Opcja kupna |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 463 703 | 37 637 | 0,45% | Akcje |
| ExodusPoint Capital Management, LP | $1 439 708 | 37 020 | 0,44% | Akcje |
| Man Group plc | $1 352 905 | 34 788 | 0,42% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $1 141 227 | 29 345 | 0,35% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $1 078 381 | 27 729 | 0,33% | Akcje |
| XTX Topco Ltd | $1 068 658 | 27 479 | 0,33% | Akcje |
| Capstone Capital Management Ltd | $1 039 063 | 26 718 | 0,32% | Akcje |
| Balyasny Asset Management L.P. | $1 018 957 | 26 201 | 0,31% | Akcje |
| Qube Research & Technologies Ltd | $1 005 112 | 25 845 | 0,31% | Akcje |
| Cetera Investment Advisers | $996 634 | 25 627 | 0,31% | Akcje |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $980 415 | 9 982 | 0,30% | Akcje |
| Kerrisdale Advisers, LLC | $979 056 | 25 175 | 0,30% | Akcje |
| Toroso Investments, LLC | $971 323 | 16 999 | 0,30% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $836 735 | 13 744 | 0,26% | Akcje |
| Bank of New York Mellon Corp | $829 174 | 21 321 | 0,26% | Akcje |
| JANE STREET GROUP, LLC | $828 357 | 21 300 | 0,26% | Opcja sprzedaży |
| De Lisle Partners LLP | $817 320 | 21 000 | 0,25% | Akcje |
| WORLD EQUITY GROUP, INC. | $804 288 | 20 681 | 0,25% | Akcje |
| Freestone Grove Partners LP | $788 923 | 20 286 | 0,24% | Akcje |
| WOLVERINE TRADING, LLC | $785 985 | 7 625 | 0,24% | Akcje |
| Brevan Howard Capital Management LP | $762 555 | 19 608 | 0,23% | Akcje |
| Belpointe Asset Management LLC | $730 938 | 18 795 | 0,23% | Akcje |
| BANK OF AMERICA CORP /DE/ | $690 764 | 17 762 | 0,21% | Akcje |
| FRANKLIN RESOURCES INC | $681 042 | 17 512 | 0,21% | Akcje |
| Swiss National Bank | $672 797 | 17 300 | 0,21% | Akcje |
| ARGA Investment Management, LP | $631 496 | 16 238 | 0,19% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $627 140 | 16 126 | 0,19% | Akcje |
| Gotham Asset Management, LLC | $586 150 | 15 072 | 0,18% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $532 030 | 8 739 | 0,16% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $461 430 | 11 865 | 0,14% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $409 667 | 10 534 | 0,13% | Akcje |
| RHUMBLINE ADVISERS | $401 646 | 10 328 | 0,12% | Akcje |
| NAVELLIER & ASSOCIATES INC | $397 611 | 10 224 | 0,12% | Akcje |
| CREDIT AGRICOLE S A | $369 455 | 9 500 | 0,11% | Akcje |
| Bay Rivers Group | $355 493 | 9 141 | 0,11% | Akcje |
| ALPS ADVISORS INC | $343 788 | 8 840 | 0,11% | Akcje |
| H D Vest Advisory Services | $339 764 | 5 253 | 0,10% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $331 887 | 8 534 | 0,10% | Akcje |
| FOX RUN MANAGEMENT, L.L.C. | $328 582 | 8 449 | 0,10% | Akcje |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $322 787 | 8 300 | 0,10% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $315 398 | 8 110 | 0,10% | Akcje |
| Allspring Global Investments Holdings, LLC | $302 642 | 7 782 | 0,09% | Akcje |
| RITHOLTZ WEALTH MANAGEMENT | $292 919 | 7 532 | 0,09% | Akcje |
| PERRITT CAPITAL MANAGEMENT INC | $285 700 | 5 000 | 0,09% | Akcje |
| EXCHANGE TRADED CONCEPTS, LLC | $264 919 | 6 812 | 0,08% | Akcje |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $258 191 | 6 639 | 0,08% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $254 730 | 6 550 | 0,08% | Akcje |
| BlackRock, Inc. | $248 818 | 6 398 | 0,08% | Akcje |
| MML INVESTORS SERVICES, LLC | $236 723 | 6 087 | 0,07% | Akcje |
| D.A. DAVIDSON & CO. | $235 323 | 6 051 | 0,07% | Akcje |
| Sequent Planning LLC | $232 290 | 5 973 | 0,07% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $219 989 | 3 850 | 0,07% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $218 523 | 5 619 | 0,07% | Akcje |
| Quantinno Capital Management LP | $213 156 | 5 481 | 0,07% | Akcje |
| Inspire Advisors, LLC | $209 230 | 5 380 | 0,06% | Akcje |
| Truvestments Capital LLC | $207 945 | 5 347 | 0,06% | Akcje |
| INDEPENDENT FINANCIAL GROUP, LLC | $200 789 | 5 163 | 0,06% | Akcje |
| Triumph Capital Management | $191 494 | 4 924 | 0,06% | Akcje |
| OSAIC HOLDINGS, INC. | $188 439 | 4 846 | 0,06% | Akcje |
| MetLife Investment Management, LLC | $185 350 | 4 766 | 0,06% | Akcje |
| AlphaQuest LLC | $177 877 | 3 113 | 0,05% | Akcje |
Insiderzy spółki 28 insiderów · 14 dyrektorzy generalni · 10 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Constantine Xykis | CEO | 9 września 2025 S | 0 | 0 | 1 | $-717 149 |
| Lance Michael Arnett | Chief Executive Officer | 18 marca 2022 A | — | 0 | 0 | $0 |
| John P. Miller | CEO and President | 31 maja 2019 F | 76 006 | 0 | 0 | $0 |
| Xun Li | CFO | 6 marca 2026 A | 4 592 | 1 | 4 | $-711 042 |
| Charles F Avery JR | Chief Financial Officer | 31 lipca 2019 F | 20 781 | 0 | 0 | $0 |
| Michael Lewis | Chief Financial Officer | 4 marca 2016 P | 1 000 | 0 | 0 | $0 |
| GOREY DANIEL P | Chief Financial Officer | 10 sierpnia 2015 P | 3 129 | 0 | 0 | $0 |
| Thomas J Somodi | COO & CFO; Former Director & 10% Owner | 31 października 2011 J | 0 | 0 | 0 | $0 |
| Eric A. Cohen | Chief Operating Officer | 13 listopada 2015 P | 10 | 0 | 0 | $0 |
| Zhaoying Du | GC and Corp Secy | 6 marca 2026 A | — | 0 | 0 | $0 |
| Matthew Joseph Thomas | Corporate Controller | 2 września 2022 A | — | 0 | 0 | $0 |
| Jason C. Lin | Chief Technical Officer | 24 lipca 2020 F | 35 605 | 0 | 0 | $0 |
| Kenneth J Winemaster | Executive Vice President | 31 marca 2019 F | 2 211 274 | 0 | 0 | $0 |
| Donald P Klein | Principal Accounting Officer and Corporate Controller | 19 czerwca 2018 A | — | 0 | 0 | $0 |
| Hong He | Dyrektor | 11 grudnia 2025 A | 23 750 | 0 | 5 | $-690 775 |
| Courtney C. Shea | Dyrektor | 11 grudnia 2025 A | 5 000 | 0 | 0 | $0 |
| Frank P Simpkins | Dyrektor | 11 grudnia 2025 A | 30 000 | 0 | 1 | $-916 400 |
| Kenneth W Landini | Dyrektor | 12 grudnia 2024 A | 59 000 | 0 | 0 | $0 |
| Fabrizio Mozzi | Dyrektor | 15 września 2022 A | 7 917 | 0 | 0 | $0 |
| Guogang Wu | Dyrektor | 22 grudnia 2021 A | 4 304 | 0 | 0 | $0 |
| Leslie Anne Coolidge | Dyrektor | 23 lipca 2019 A | 15 000 | 0 | 0 | $0 |
| Kui Jiang | Dyrektor | 8 października 2018 J | 0 | 0 | 0 | $0 |
| Shaojun Sun | Dyrektor | 8 października 2018 J | 0 | 0 | 0 | $0 |
| Samuel H Greenawalt | Dyrektor | 25 sierpnia 2014 P | 7 800 | 0 | 0 | $0 |
| Neil Gagnon | Posiadacz 10% | 30 kwietnia 2024 P | 121 024 | 0 | 0 | $0 |
| Gary S. Winemaster | Posiadacz 10% | 11 maja 2021 S | 3 322 603 | 0 | 0 | $0 |
| Nan (Richard) Hu | — | 17 sierpnia 2026 A | — | 0 | 0 | $0 |
| FORMAT INC /FA/ | — | 6 stycznia 2004 S | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 7 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 |
|---|---|---|---|---|---|
| Gary S. Winemaster ×9 zgłoszenia | 22 września 2025 | 6,30% | Aneks | — | SEC |
| Weichai America Corp., Weichai Power Co., Ltd., Shandong Heavy Industry Group Co., Ltd. ×10 zgłoszenia | 28 sierpnia 2025 | 46,50% | Aneks | — | SEC |
| Kenneth J. Winemaster ×3 zgłoszenia | 5 grudnia 2017 | — | Pierwotne zgłoszenie | — | SEC |
| Gary S. Winemaster (2) ×14 zgłoszenia | 18 sierpnia 2015 | — | Pierwotne zgłoszenie | — | SEC |
| Kenneth J. Winemaster (2) ×5 zgłoszenia | 25 lipca 2013 | — | Pierwotne zgłoszenie | — | SEC |
| Thomas J. Somodi (2) | 14 listopada 2011 | — | Pierwotne zgłoszenie | Kampania zarządu | SEC |
| Thomas J. Somodi | 9 maja 2011 | — | Pierwotne zgłoszenie | M&A / sprzedaż | 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 43 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,54% | 76 602 NS | 30 kwietnia 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,28% | 45 613 NS | 30 kwietnia 2026 | N-PORT |
| AIPO · Tidal Trust II | 0,26% | 47 648 NS | 31 maja 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,17% | 8 698 NS | 31 maja 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 7 152 NS | 30 kwietnia 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,06% | 89 NS | 30 kwietnia 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 12 550 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 73 606 NS | 30 kwietnia 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 2 155 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 3 689 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 693 NS | 30 kwietnia 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 2 708 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 402 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 366 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 31 949 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 315 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 28 729 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 273 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 318 NS | 31 maja 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 508 NS | 30 kwietnia 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 6 928 NS | 31 maja 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 318 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 8 NS | 31 maja 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 706 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 3 500 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 4 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| ITOT · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | — | — | 17 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWC · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 lipca 2026 | Dziennie |
| VIS · VANGUARD WORLD FUND | — | — | 20 lipca 2026 | Dziennie |
| ISCB · iShares Trust | — | — | 5 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | — | — | 5 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | — | — | 5 sierpnia 2026 | Dziennie |