SBAC SBA Communications Corporation - Class A Common Stock
$182,97
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$162–$225
33% of range
Ocena Analityków
BUY
27 analysts
Cena Docelowa
$228
+25% upside
P/E (TTM)
18.7
ROE
-21.5%
Marża Zysku Netto
37.4%
O SBA Communications Corporation - Class A Common Stock Przegląd firmy z Wikipedii
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
Czytaj więcej
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
## Operations
The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.
SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
SBAC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$182.97
Kapitalizacja Rynkowa
$19.33B
P/E (TTM)
18.7
EPS (TTM)
$9.80
Przychody (TTM)
$2.82B
Stopa dywidendy
2.5%
ROE
-21.5%
D/E Dług/Kapitał
-2.7
Zakres 52 tyg.
$162 – $225
SBAC 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
$2.82B
2016-12-31
→
2025-12-31
EPS
$9.80
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$1.07B
2016-12-31
→
2025-12-31
Marże
37.4%
2016-12-31
→
2025-12-31
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
SBAC
Mediana porównawcza
P/E (TTM)
18.7
26.9
P/S (TTM)
6.9
7.2
P/B
-4.0
22.6
EV / EBITDA
19.5
—
Price / FCF (Cena / FCF)
18.1
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
SBAC
Mediana porównawcza
Gross Margin (Marża brutto)
75.5%
74.0%
Operating Margin (Marża Operacyjna)
47.7%
—
Net Profit Margin (Marża Zysku Netto)
37.4%
26.8%
ROA
9.2%
4.6%
ROE
-21.5%
21.0%
ROIC
14.2%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
SBAC
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
-2.7
—
Current Ratio (Wskaźnik bieżący)
0.3
0.3
Quick Ratio (Wskaźnik Szybkości)
0.2
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
SBAC
Mediana porównawcza
Revenue YoY (Przychody R/R)
5.1%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
2.2%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
6.2%
—
EPS YoY
41.2%
—
Net Income YoY (Zysk Netto R/R)
40.6%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
SBAC
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
45.5%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
2.5%
Wskaźnik Wypłaty Dywidendy
45.5%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 22 maja 2026 | $1,2500 |
| 13 marca 2026 | $1,2500 |
| 13 listopada 2025 | $1,1100 |
| 21 sierpnia 2025 | $1,1100 |
| 22 maja 2025 | $1,1100 |
| 13 marca 2025 | $1,1100 |
| 14 listopada 2024 | $0,9800 |
| 22 sierpnia 2024 | $0,9800 |
| 22 maja 2024 | $0,9800 |
| 13 marca 2024 | $0,9800 |
| 15 listopada 2023 | $0,8500 |
| 23 sierpnia 2023 | $0,8500 |
| 25 maja 2023 | $0,8500 |
| 9 marca 2023 | $0,8500 |
| 16 listopada 2022 | $0,7100 |
| 24 sierpnia 2022 | $0,7100 |
| 18 maja 2022 | $0,7100 |
| 9 marca 2022 | $0,7100 |
| 17 listopada 2021 | $0,5800 |
| 25 sierpnia 2021 | $0,5800 |
SBAC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
27 analityków
- Mocne kupno 4 14,8%
- Kup 13 48,1%
- Trzymaj 10 37,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
20 analityków · 2026-08-18
Mediana
$229.50
Teraz
$182.97
Niski
$167.00
Wysoki
$280.00
Średni cel
$229.50
+25,4%
Średnia cel
$228.25
+24,7%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
-0.19%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.87 | $1.92 | -0.05% |
| 31 marca 2026 | $1.74 | $1.81 | -0.07% |
| 31 grudnia 2025 | $3.47 | $3.87 | -0.40% |
| 30 września 2025 | $2.20 | $2.24 | -0.04% |
| 30 czerwca 2025 | $2.09 | $2.16 | -0.07% |
| 31 marca 2025 | $1.77 | $2.27 | -0.50% |
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 |
|---|---|---|---|---|---|---|
| SBAC | $20.44B | 19.7 | 5.1% | 37.4% | -21.5% | 75.5% |
| AMT | $81.87B | 32.5 | 5.1% | 24.7% | 74.7% | — |
| CCI | $38.66B | 88.0 | -4.4% | 10.4% | -29.4% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Cost of Revenue | $199M | $119M | $140M | $223M | $159M | $103M | $119M | $96M | $87M | $421M | $444M | $428M | |
| Gross Profit | $2.12B | $2.10B | $2.10B | $1.96B | $1.76B | $1.61B | $1.52B | $1.40B | $1.28B | $1.21B | $1.19B | $1.10B | |
| SG&A Expense | $278M | $259M | $268M | $262M | $220M | $194M | $193M | $143M | $131M | $143M | $115M | $103M | |
| Operating Expenses | $1.47B | $1.24B | $1.79B | $1.71B | $1.53B | $1.45B | $1.43B | $1.32B | $1.27B | $1.25B | $1.33B | $1.19B | |
| Operating Income | $1.34B | $1.44B | $924M | $925M | $782M | $634M | $583M | $544M | $459M | $387M | $312M | $337M | |
| Interest Income | $32M | $42M | $18M | $10M | $3M | $3M | $6M | $7M | $11M | $11M | $4M | $677.0K | |
| Other Non-op | $366M | $-250M | $63M | $10M | $-74M | $-222M | $14M | $-86M | $-2M | $94M | $-139M | $11M | |
| Pretax Income | $1.24B | $773M | $549M | $526M | $253M | $-18M | $187M | $52M | $117M | $87M | $-167M | $-16M | |
| Income Tax | $188M | $24M | $51M | $66M | $15M | $-42M | $40M | $4M | $13M | $11M | $9M | $9M | |
| Net Income | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| EPS (Basic) | $9.83 | $6.96 | $4.64 | $4.27 | $2.17 | $0.22 | $1.30 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| EPS (Diluted) | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 | $0.21 | $1.28 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| Shares (Basic) | 107,207,000 | 107,644,000 | 108,204,000 | 107,957,000 | 109,328,000 | 111,532,000 | 112,809,000 | 114,909,000 | 119,860,000 | 124,448,000 | 127,794,000 | 128,919,000 | |
| Shares (Diluted) | 107,533,000 | 108,080,000 | 108,907,000 | 109,386,000 | 111,177,000 | 113,465,000 | 114,693,000 | 116,515,000 | 121,022,000 | 125,144,000 | 127,794,000 | 128,919,000 | |
| EBITDA | $1.64B | $1.71B | $1.64B | $1.63B | $1.48B | $1.36B | $1.28B | $1.22B | $1.10B | $1.03B | $972M | $964M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $265M | $190M | $209M | $144M | $367M | $309M | $108M | $143M | $69M | $146M | $118M | $39M | |
| Short-term Investments | $7M | $255M | $1M | $1M | $778.0K | $700.0K | $500.0K | · | · | $223.0K | $706.0K | $6M | |
| Receivables | $171M | $146M | $183M | $184M | $102M | $74M | $132M | $111M | $91M | $78M | $83M | $104M | |
| Prepaid Expense | $142M | $417M | $39M | $33M | $31M | $24M | $37M | $63M | $50M | $52M | $50M | $95M | |
| Other Current Assets | $35M | $23M | $17M | $13M | $16M | $13M | $28M | $15M | $16M | $18M | · | · | |
| Current Assets | $773M | $1.98B | $484M | $483M | $614M | $473M | $334M | $374M | $260M | $325M | $294M | $327M | |
| PP&E (Net) | $3.40B | $2.79B | $2.71B | $2.71B | $2.58B | $2.68B | $2.79B | $2.79B | $2.81B | $2.79B | $2.78B | $2.76B | |
| PP&E (Gross) | $7.76B | $7.07B | $6.96B | $6.69B | $6.28B | $6.12B | $5.99B | $5.71B | $5.49B | $5.23B | $4.98B | $4.71B | |
| Accum. Depreciation | $4.36B | $4.28B | $4.25B | $3.97B | $3.70B | $3.45B | $3.19B | $2.92B | $2.68B | $2.44B | $2.19B | $1.95B | |
| Intangibles | $2.88B | $2.39B | $2.46B | $2.78B | $2.80B | $3.16B | $3.63B | $3.33B | $3.60B | $3.66B | $3.74B | $4.19B | |
| Other Non-current Assets | $652M | $657M | $812M | $722M | $576M | $478M | $432M | $722M | $650M | $587M | $501M | $467M | |
| Total Assets | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Accounts Payable | $73M | $60M | $42M | $51M | $34M | $110M | $32M | $34M | $33M | $28M | $27M | $43M | |
| Accrued Liabilities | $94M | $82M | $93M | $101M | $68M | $63M | $68M | $64M | $70M | $61M | $64M | $66M | |
| Current Liabilities | $2.68B | $1.80B | $1.36B | $697M | $616M | $615M | $1.05B | $1.21B | $279M | $873M | $273M | $331M | |
| Capital Leases | $2.11B | $1.90B | $1.86B | $2.04B | $1.98B | $2.09B | $2.28B | $811.0K | $850.0K | $2M | $2M | $1M | |
| Deferred Tax | · | · | · | · | · | · | · | $33M | $29M | $27M | $25M | $77M | |
| Other Non-current Liabilities | $588M | $368M | $404M | $248M | $191M | $186M | $271M | $387M | $350M | $335M | $314M | $343M | |
| Long-term Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.45B | $7.86B | |
| Total Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.54B | $7.86B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $3.06B | $2.98B | $2.89B | $2.80B | $2.68B | $2.59B | $2.46B | $2.27B | $2.17B | $2.01B | $1.96B | $2.06B | |
| Retained Earnings | $-7.25B | $-7.33B | $-7.45B | $-7.48B | $-7.20B | $-6.60B | $-5.56B | $-5.14B | $-4.39B | $-3.64B | $-3.17B | $-2.54B | |
| AOCI | $-664M | $-760M | $-615M | $-591M | $-762M | $-808M | $-569M | $-512M | $-379M | $-370M | $-502M | $-182M | |
| Stockholders' Equity | $-4.85B | $-5.11B | $-5.17B | $-5.28B | $-5.28B | $-4.82B | $-3.67B | $-3.38B | $-2.60B | $-2.00B | $-1.71B | $-661M | |
| Liabilities + Equity | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Shares Outstanding | 105,666,000 | 107,561,000 | 108,050,000 | 107,997,000 | 108,956,000 | 109,819,000 | 111,775,000 | 112,433,000 | 116,446,000 | 121,004,000 | 125,743,000 | 129,134,000 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $292M | $270M | $716M | $708M | $700M | $722M | $697M | $672M | $643M | $638M | $660M | $627M | |
| Stock-based Comp | $76M | $74M | $88M | $100M | $84M | $69M | $73M | $42M | $38M | $33M | $29M | $23M | |
| Deferred Tax | $104M | $-13M | $5M | $33M | $-9M | $-63M | $16M | $-15M | · | $1M | $-5.0K | $530.0K | |
| Amort. of Intangibles | $115M | $107M | $397M | $406M | $412M | $434M | $415M | $403M | $384M | $370M | $363M | $338M | |
| Other Non-cash | $-235M | $255M | $234M | $-16M | $176M | $374M | $53M | $89M | $33M | $-6M | $224M | $46M | |
| Operating Cash Flow | $1.29B | $1.33B | $1.54B | $1.29B | $1.19B | $1.13B | $970M | $851M | $818M | $743M | $723M | $674M | |
| CapEx | $225M | $228M | $237M | $214M | $134M | $129M | $154M | $150M | $147M | $140M | $209M | $211M | |
| Investing Cash Flow | $-602M | $-809M | $-468M | $-1.39B | $-1.42B | $-446M | $-947M | $-618M | $-605M | $-428M | $-737M | · | |
| Stock Repurchased | $498M | $200M | $100M | $432M | $583M | $859M | $467M | $796M | $855M | $546M | $450M | · | |
| Net Stock Activity | $-498M | $-200M | $-100M | $-432M | $-583M | $-859M | $-467M | $-796M | $-855M | $-546M | $-450M | · | |
| Dividends Paid | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · | |
| Financing Cash Flow | $-1.66B | $646M | $-1.02B | $-135M | $339M | $-469M | $-62M | $-149M | $-295M | $-289M | $76M | · | |
| Net Change in Cash | $-964M | $1.15B | $62M | $-246M | $93M | $202M | $-37M | $74M | $-82M | $39M | $49M | $-81M | |
| Free Cash Flow | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B | $997M | $816M | $701M | $671M | $603M | $528M | $460M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% | 77.1% | 75.5% | 74.9% | 74.2% | 74.2% | 72.9% | 71.9% | |
| Operating Margin | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% | 30.4% | 29.0% | 29.2% | 26.5% | 23.7% | 19.1% | 22.0% | |
| Net Margin | 37.4% | 28.0% | 18.5% | 17.5% | 10.3% | 1.2% | 7.3% | 2.5% | 6.0% | 4.7% | -10.7% | -1.6% | |
| Pretax Margin | 44.1% | 28.8% | 20.2% | 20.0% | 10.9% | -0.85% | 9.3% | 2.8% | 6.8% | 5.3% | -10.2% | -1.0% | |
| EBITDA Margin | 58.1% | 63.6% | 60.5% | 62.0% | 64.2% | 65.1% | 63.6% | 65.2% | 63.8% | 62.8% | 59.4% | 63.1% | |
| ROA | 9.2% | 6.9% | 4.8% | 4.5% | 2.5% | 0.25% | 1.7% | 0.65% | 1.4% | 1.0% | -2.3% | -0.33% | |
| ROE | -21.5% | -14.6% | -9.7% | -8.7% | -4.6% | -0.52% | -4.1% | -1.5% | -4.5% | -4.1% | 14.8% | 16.0% | |
| ROIC | 14.2% | 16.4% | 11.7% | 10.7% | 10.5% | -13.7% | 6.9% | 7.6% | 6.1% | 5.0% | 4.8% | 7.2% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 | 0.8 | 0.3 | 0.3 | 0.9 | 0.4 | 1.1 | 1.0 | |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 | 0.6 | 0.2 | 0.2 | 0.6 | 0.3 | 0.7 | 0.5 | |
| Debt / Equity | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 | -2.3 | -2.8 | -2.9 | -3.6 | -4.4 | -5.0 | -11.9 | |
| LT Debt / Equity | -2.3 | -2.4 | -2.3 | -2.4 | -2.3 | -2.3 | -2.7 | -2.7 | -3.6 | -4.1 | -5.0 | -11.8 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 17.8 | 16.3 | 14.8 | 18.4 | 26.2 | 20.2 | 16.6 | 18.5 | 20.4 | 20.2 | 17.5 | 17.4 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -1.2% | 3.0% | 14.1% | 10.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.2% | 5.1% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 41.2% | 50.5% | 9.2% | 97.2% | 919.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 32.4% | 48.0% | 180.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 115.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.6% | 49.4% | 8.8% | 94.2% | 885.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 31.7% | 46.7% | 175.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 112.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Net Income TTM | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| Market Cap | $20.44B | $21.92B | $27.41B | $30.27B | $42.39B | $30.98B | $26.94B | $18.20B | $19.02B | $12.49B | $13.21B | · | |
| Enterprise Value | $33.07B | $35.07B | $39.53B | $43.00B | $54.32B | $41.77B | $37.16B | $28.00B | $28.26B | $21.12B | $21.64B | · | |
| P/E | 19.7 | 29.4 | 55.0 | 66.4 | 181.8 | 1343.5 | 188.3 | 394.9 | 190.0 | 169.3 | -76.7 | -582.9 | |
| P/S | 7.3 | 8.2 | 10.1 | 11.5 | 18.4 | 14.9 | 13.4 | 9.8 | 11.0 | 7.7 | 8.1 | · | |
| P/B | -4.2 | -4.3 | -5.3 | -5.7 | -8.0 | -6.4 | -7.3 | -5.4 | -7.3 | -6.3 | -7.7 | · | |
| P / Cash Flow | 15.8 | 16.4 | 17.7 | 23.5 | 35.6 | 27.5 | 27.8 | 21.4 | 23.2 | 16.8 | 17.9 | · | |
| P / FCF | 19.2 | 19.8 | 21.0 | 28.3 | 40.1 | 31.1 | 33.0 | 26.0 | 28.3 | 20.7 | 25.0 | · | |
| EV / EBITDA | 20.2 | 20.6 | 24.1 | 26.3 | 36.6 | 30.8 | 29.0 | 23.0 | 25.7 | 20.6 | 22.2 | · | |
| EV / FCF | 31.0 | 31.7 | 30.2 | 40.1 | 51.4 | 41.9 | 45.6 | 39.9 | 42.1 | 35.1 | 40.9 | · | |
| EV / Revenue | 11.7 | 13.1 | 14.6 | 16.3 | 23.5 | 20.1 | 18.4 | 15.0 | 16.4 | 12.9 | 13.2 | · | |
| Dividend Yield | 2.3% | 1.9% | 1.4% | 1.0% | 0.60% | 0.67% | 0.31% | · | · | · | · | · | |
| Earnings Yield | 5.1% | 3.4% | 1.8% | 1.5% | 0.55% | 0.07% | 0.53% | 0.25% | 0.53% | 0.59% | -1.3% | -0.17% | |
| Payout Ratio | 45.5% | 56.6% | 73.7% | 66.5% | 106.7% | 861.6% | 56.7% | · | · | · | · | · | |
| Annual Payout | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · |
Rachunek zysków i strat 16
| 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 | $715M | $703M | $720M | $732M | $699M | $664M | $694M | $668M | $660M | $658M | $675M | $683M | $678M | $676M | $686M | $676M | |
| Cost of Revenue | $42M | $39M | $45M | $63M | $54M | $38M | $36M | $32M | $27M | $23M | $25M | $31M | $39M | $44M | $57M | $66M | |
| Gross Profit | $539M | $532M | $544M | $543M | $527M | $511M | $542M | $517M | $519M | $520M | $531M | $533M | $524M | $511M | $514M | $498M | |
| SG&A Expense | $78M | $71M | $74M | $66M | $71M | $66M | $68M | $60M | $62M | $69M | $68M | $65M | $63M | $72M | $71M | $66M | |
| Operating Expenses | $363M | $361M | $421M | $358M | $364M | $329M | $311M | $292M | $306M | $335M | $465M | $434M | $437M | $451M | $451M | $433M | |
| Operating Income | $352M | $343M | $299M | $374M | $335M | $335M | $382M | $376M | $354M | $323M | $210M | $249M | $241M | $224M | $235M | $243M | |
| Interest Income | $6M | $5M | $7M | $6M | $8M | $11M | $21M | $7M | $7M | $7M | $6M | $5M | $5M | $3M | $3M | $3M | |
| Other Non-op | $10M | $23M | $254M | $36M | $44M | $32M | $-125M | $24M | $-105M | $-45M | $33M | $-48M | $41M | $38M | $8M | $-40M | |
| Pretax Income | $232M | $236M | $432M | $289M | $261M | $260M | $156M | $298M | $147M | $171M | $138M | $93M | $173M | $144M | $129M | $103M | |
| Income Tax | $36M | $51M | $62M | $49M | $35M | $42M | $-23M | $42M | $-12M | $17M | $29M | $8M | $-29M | $44M | $26M | $3M | |
| Net Income | $199M | $185M | $370M | $237M | $226M | $221M | $174M | $259M | $163M | $155M | $110M | $87M | $204M | $101M | $103M | $100M | |
| EPS (Basic) | $1.87 | $1.75 | $3.48 | $2.21 | $2.10 | $2.05 | $1.61 | $2.41 | $1.52 | $1.43 | $1.01 | $0.81 | $1.88 | $0.94 | $0.95 | $0.93 | |
| EPS (Diluted) | $1.87 | $1.74 | $3.47 | $2.20 | $2.09 | $2.04 | $1.61 | $2.40 | $1.51 | $1.42 | $1.01 | $0.80 | $1.87 | $0.93 | $0.95 | $0.91 | |
| Shares (Basic) | 106,073,000 | 105,815,000 | -215,325,000 | 107,257,000 | 107,531,000 | 107,744,000 | -215,406,000 | 107,486,000 | 107,462,000 | 108,102,000 | -216,656,000 | 108,373,000 | 108,355,000 | 108,132,000 | -215,895,000 | 107,916,000 | |
| Shares (Diluted) | 106,264,000 | 106,111,000 | -215,963,000 | 107,559,000 | 107,797,000 | 108,140,000 | -216,137,000 | 107,922,000 | 107,679,000 | 108,616,000 | -218,139,000 | 108,891,000 | 108,884,000 | 109,271,000 | -218,863,000 | 109,358,000 | |
| EBITDA | $433M | $424M | · | $451M | $405M | $400M | · | $439M | $419M | $400M | · | $429M | $423M | $407M | · | $417M |
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 | $327M | $269M | $265M | $430M | $275M | $636M | $190M | $186M | $221M | $240M | $209M | $191M | $179M | $153M | $144M | $201M | |
| Short-term Investments | $29M | $112M | $7M | $800.0K | $2M | $66M | $255M | $16M | $30M | $2M | · | $1M | $22M | $2M | · | $21M | |
| Receivables | $176M | $161M | $171M | $158M | $140M | $130M | $146M | $111M | $89M | $127M | · | $158M | $160M | $183M | · | $117M | |
| Prepaid Expense | $188M | $255M | $142M | $144M | $41M | $117M | $417M | $67M | $73M | $44M | · | $46M | $65M | $40M | · | $55M | |
| Other Current Assets | $48M | $38M | $35M | $18M | $21M | $25M | $23M | $21M | $18M | $23M | · | $21M | $24M | $24M | · | $22M | |
| Current Assets | $745M | $767M | $773M | $813M | $524M | $933M | $1.98B | $450M | $460M | $448M | · | $460M | $519M | $472M | · | $530M | |
| PP&E (Net) | $3.45B | $3.42B | $3.40B | $3.30B | $3.26B | $2.82B | $2.79B | $2.78B | $2.72B | $2.71B | · | $2.70B | $2.71B | $2.71B | · | $2.66B | |
| PP&E (Gross) | $7.88B | $7.81B | $7.76B | $7.63B | $7.60B | $7.13B | $7.07B | $7.07B | $6.98B | $6.97B | · | $6.88B | $6.83B | $6.75B | · | $6.56B | |
| Accum. Depreciation | $4.43B | $4.39B | $4.36B | $4.33B | $4.34B | $4.31B | $4.28B | $4.28B | $4.26B | $4.26B | · | $4.18B | $4.12B | $4.04B | · | $3.90B | |
| Intangibles | $2.87B | $2.88B | $2.88B | $2.73B | $2.58B | $2.40B | $2.39B | $2.49B | $2.31B | $2.40B | · | $2.52B | $2.63B | $2.69B | · | $2.70B | |
| Other Non-current Assets | $653M | $646M | $652M | $642M | $642M | $618M | $657M | $773M | $786M | $807M | · | $845M | $855M | $771M | · | $744M | |
| Total Assets | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Accounts Payable | $70M | $64M | $73M | $220M | $61M | $65M | $60M | $54M | $51M | $46M | · | $47M | $47M | $54M | · | $51M | |
| Accrued Liabilities | $89M | $85M | $94M | $98M | $86M | $75M | $82M | $89M | $76M | $77M | · | $93M | $84M | $93M | · | $96M | |
| Current Liabilities | $4.34B | $3.35B | $2.68B | $1.61B | $1.43B | $1.34B | $1.80B | $668M | $2.46B | $2.41B | · | $663M | $738M | $639M | · | $1.34B | |
| Capital Leases | · | · | $2.11B | · | · | · | $1.90B | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $627M | $613M | $588M | $554M | $466M | $406M | $368M | $432M | $374M | $411M | · | $332M | $331M | $303M | · | $221M | |
| Long-term Debt | $12.73B | $12.96B | $12.90B | $12.71B | $12.51B | $12.43B | $13.59B | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Total Debt | $12.73B | $12.96B | · | $12.71B | $12.51B | $12.43B | · | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.11B | $3.08B | $3.06B | $3.04B | $3.02B | $2.99B | $2.98B | $2.94B | $2.93B | $2.92B | · | $2.85B | $2.82B | $2.80B | · | $2.76B | |
| Retained Earnings | $-7.14B | $-7.20B | $-7.25B | $-7.28B | $-7.25B | $-7.23B | $-7.33B | $-7.39B | $-7.55B | $-7.51B | · | $-7.42B | $-7.36B | $-7.47B | · | $-7.51B | |
| AOCI | $-608M | $-637M | $-664M | $-688M | $-712M | $-737M | $-760M | $-724M | $-702M | $-630M | · | $-594M | $-556M | $-596M | · | $-614M | |
| Stockholders' Equity | $-4.63B | $-4.75B | $-4.85B | $-4.93B | $-4.94B | $-4.97B | $-5.11B | $-5.17B | $-5.32B | $-5.22B | $-5.17B | $-5.17B | $-5.09B | $-5.27B | $-5.28B | $-5.36B | |
| Liabilities + Equity | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Shares Outstanding | 106,088,000 | 106,063,000 | 105,666,000 | 106,773,000 | 107,487,000 | 108,028,000 | 107,561,000 | 107,506,000 | 107,471,000 | 107,880,000 | · | 108,120,000 | 108,381,000 | 108,326,000 | · | 107,964,000 |
Przepływy pieniężne 14
| 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 | $81M | $81M | $80M | $77M | $70M | $65M | $65M | $64M | $64M | $77M | $171M | $181M | $182M | $182M | $183M | $174M | |
| Stock-based Comp | $27M | $19M | $19M | $19M | $22M | $16M | $18M | $16M | $19M | $21M | $22M | $21M | $18M | $26M | $26M | $25M | |
| Deferred Tax | $11M | $25M | $10M | $33M | $26M | $36M | $-30M | $30M | $-21M | $8M | $6M | $-1M | $-37M | $36M | $17M | $-7M | |
| Amort. of Intangibles | $35M | $34M | $32M | $30M | $27M | $27M | $27M | $26M | $26M | $27M | $94M | $100M | $101M | $102M | $103M | $100M | |
| Other Non-cash | · | $-55M | · | · | · | $-36M | · | · | · | $33M | · | · | · | $-35M | · | · | |
| Operating Cash Flow | $407M | $255M | $304M | $318M | $368M | $301M | $310M | $305M | $426M | $294M | $433M | $314M | $487M | $311M | $289M | $332M | |
| CapEx | $62M | $48M | $63M | $60M | $56M | $46M | $56M | $65M | $50M | $58M | $63M | $61M | $63M | $49M | $66M | $57M | |
| Investing Cash Flow | $-14M | $-297M | $-181M | $-78M | $-581M | $238M | $-329M | $-274M | $-121M | $-85M | $-106M | $-104M | $-112M | $-147M | $-802M | $-106M | |
| Stock Repurchased | · | · | $216M | $151M | · | · | $0 | $0 | $94M | $106M | $46M | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-106M | · | · | · | · | · | · | |
| Dividends Paid | $133M | $135M | $118M | $119M | $119M | $122M | $105M | $105M | $105M | $108M | $92M | $92M | $92M | $94M | $77M | $77M | |
| Financing Cash Flow | $-367M | $-70M | $-143M | $-80M | $-158M | $-1.28B | $1.18B | $-66M | $-277M | $-191M | $-312M | $-231M | $-314M | $-161M | $431M | $-190M | |
| Net Change in Cash | $28M | $-105M | $-28M | $165M | $-364M | $-737M | $1.15B | $-32M | $19M | $13M | $19M | $-23M | $62M | $4M | $-91M | $29M | |
| Free Cash Flow | · | $207M | · | · | · | $255M | · | · | · | $237M | · | · | · | $262M | · | · |
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 | 75.4% | 75.6% | · | 74.1% | 75.4% | 76.9% | · | 77.5% | 78.6% | 79.0% | · | 78.1% | 77.3% | 75.7% | · | 73.7% | |
| Operating Margin | 49.2% | 48.7% | · | 51.1% | 47.9% | 50.4% | · | 56.3% | 53.7% | 49.1% | · | 36.4% | 35.5% | 33.2% | · | 36.0% | |
| Net Margin | 27.8% | 26.3% | · | 32.3% | 32.3% | 33.2% | · | 38.7% | 24.6% | 23.5% | · | 12.8% | 30.0% | 15.0% | · | 14.8% | |
| Pretax Margin | 32.5% | 33.6% | · | 39.5% | 37.3% | 39.1% | · | 44.7% | 22.3% | 26.1% | · | 13.7% | 25.5% | 21.3% | · | 15.2% | |
| EBITDA Margin | 60.6% | 60.3% | · | 61.6% | 57.9% | 60.2% | · | 65.8% | 63.4% | 60.8% | · | 62.9% | 62.4% | 60.2% | · | 61.7% | |
| ROA | 1.8% | 1.7% | · | 2.2% | 2.2% | 2.2% | · | 2.5% | 1.6% | 1.5% | · | 0.86% | 2.0% | 0.98% | · | 1.0% | |
| ROE | -4.2% | -3.8% | · | -4.7% | -4.4% | -4.3% | · | -5.0% | -3.1% | -2.9% | · | -1.7% | -3.9% | -1.9% | · | -1.9% | |
| ROIC | 3.7% | 3.3% | · | 4.0% | 3.8% | 3.8% | · | 4.5% | 5.5% | 4.1% | · | 3.1% | 3.8% | 2.1% | · | 3.4% |
Płynność i wypłacalność 4
| 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 | 0.2 | 0.2 | · | 0.5 | 0.4 | 0.7 | · | 0.7 | 0.2 | 0.2 | · | 0.7 | 0.7 | 0.7 | · | 0.4 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.4 | 0.3 | 0.6 | · | 0.5 | 0.1 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| Debt / Equity | -2.7 | -2.7 | · | -2.6 | -2.5 | -2.5 | · | -2.4 | -2.3 | -2.4 | · | -2.4 | -2.5 | -2.4 | · | -2.3 | |
| LT Debt / Equity | -2.0 | -2.2 | · | -2.4 | -2.4 | -2.3 | · | -2.4 | -2.0 | -2.0 | · | -2.4 | -2.5 | -2.4 | · | -2.2 |
Efektywność 2
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 4.5 | 4.8 | · | 5.4 | 6.1 | 5.2 | · | 5.0 | 5.3 | 4.2 | · | 5.0 | 4.9 | 4.4 | · | 7.0 |
Wycena (TTM) 14
| 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 | $2.87B | $2.85B | · | $2.79B | $2.72B | $2.69B | · | $2.66B | $2.68B | $2.69B | · | $2.72B | $2.72B | $2.69B | · | $2.54B | |
| Net Income TTM | $991M | $1.02B | · | $857M | $879M | $816M | · | $685M | $514M | $555M | · | $496M | $508M | $374M | · | $407M | |
| Market Cap | $18.72B | $18.25B | · | $20.64B | $25.24B | $23.77B | · | $25.88B | $21.10B | $23.38B | · | $21.64B | $25.12B | $28.28B | · | $30.73B | |
| Enterprise Value | $31.09B | $30.83B | · | $32.92B | $37.48B | $35.49B | · | $37.99B | $33.13B | $35.49B | · | $33.97B | $37.51B | $40.95B | · | $42.87B | |
| P/E | 19.0 | 18.1 | · | 24.4 | 28.9 | 29.1 | · | 38.0 | 41.4 | 42.5 | · | 44.1 | 49.8 | 76.3 | · | 76.7 | |
| P/S | 6.5 | 6.4 | · | 7.4 | 9.3 | 8.8 | · | 9.7 | 7.9 | 8.7 | · | 7.9 | 9.2 | 10.5 | · | 12.1 | |
| P/B | -4.0 | -3.8 | · | -4.2 | -5.1 | -4.8 | · | -5.0 | -4.0 | -4.5 | · | -4.2 | -4.9 | -5.4 | · | -5.7 | |
| P / Cash Flow | · | 71.6 | · | · | · | 78.9 | · | · | · | 79.4 | · | · | · | 90.9 | · | · | |
| P / FCF | · | 88.3 | · | · | · | 93.2 | · | · | · | 98.8 | · | · | · | 107.9 | · | · | |
| EV / EBITDA | 71.8 | 72.7 | · | 73.0 | 92.6 | 88.7 | · | 86.5 | 79.1 | 88.7 | · | 79.1 | 88.7 | 100.7 | · | 102.8 | |
| EV / FCF | · | 149.2 | · | · | · | 139.2 | · | · | · | 150.0 | · | · | · | 156.3 | · | · | |
| EV / Revenue | 10.8 | 10.8 | · | 11.8 | 13.8 | 13.2 | · | 14.3 | 12.4 | 13.2 | · | 12.5 | 13.8 | 15.2 | · | 16.9 | |
| Earnings Yield | 5.3% | 5.5% | · | 4.1% | 3.5% | 3.4% | · | 2.6% | 2.4% | 2.4% | · | 2.3% | 2.0% | 1.3% | · | 1.3% | |
| Payout Ratio | · | 73.2% | · | · | · | 55.4% | · | · | · | 70.0% | · | · | · | 92.8% | · | · |
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 | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B |
| Marża Brutto % | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% |
| Marża Operacyjna % | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% |
| Zysk netto | $1.05B | $750M | $502M | $461M | $238M |
| Rozwodniony EPS | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 |
| Wskaźnik bieżący | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 |
| Wskaźnik Szybkości | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
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Właściciele instytucjonalni (13F) 744 emitenci · $12.5B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 99 (-4 vs poprzedni kw.) | 65 (-30 vs poprzedni kw.) | 242 (+30 vs poprzedni kw.) | 221 (-24 vs poprzedni kw.) | +19.7M |
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 |
|---|---|---|---|---|
| Dodge & Cox | $2 174 561 401 | 12 323 254 | 17,40% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 732 318 231 | 9 817 059 | 13,86% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 224 098 079 | 6 936 972 | 9,80% | Akcje |
| STATE STREET CORP | $903 345 325 | 5 119 264 | 7,23% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $495 816 641 | 2 821 070 | 3,97% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $301 789 833 | 1 710 245 | 2,42% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $276 754 041 | 1 568 367 | 2,21% | Akcje |
| NORGES BANK | $261 810 879 | 1 483 684 | 2,10% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $261 561 482 | 1 482 271 | 2,09% | Akcje |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $228 366 591 | 1 294 155 | 1,83% | Akcje |
| CITADEL ADVISORS LLC | $213 326 729 | 1 208 924 | 1,71% | Akcje |
| Alyeska Investment Group, L.P. | $175 058 378 | 992 057 | 1,40% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $160 195 329 | 907 828 | 1,28% | Akcje |
| Long Pond Capital, LP | $158 587 249 | 898 715 | 1,27% | Akcje |
| FMR LLC | $154 090 918 | 873 234 | 1,23% | Akcje |
| EARNEST PARTNERS LLC | $135 516 516 | 767 973 | 1,08% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $123 469 238 | 699 701 | 0,99% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $111 874 471 | 636 917 | 0,90% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $105 071 695 | 595 442 | 0,84% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101 896 827 | 577 450 | 0,82% | Akcje |
| Permit Capital, LLC | $101 519 556 | 575 312 | 0,81% | Akcje |
| ATLAS Infrastructure Partners (UK) Ltd. | $93 951 186 | 532 422 | 0,75% | Akcje |
| Long Pond Capital, LP | $86 465 400 | 490 000 | 0,69% | Opcja kupna |
| RUSH ISLAND MANAGEMENT, LP | $80 516 933 | 456 290 | 0,64% | Akcje |
| Woodline Partners LP | $65 648 767 | 372 032 | 0,53% | Akcje |
| GRS Advisors, LLC | $65 090 624 | 368 869 | 0,52% | Akcje |
| Quantinno Capital Management LP | $61 494 759 | 348 491 | 0,49% | Akcje |
| CI INVESTMENTS INC. | $61 196 504 | 346 801 | 0,49% | Akcje |
| GOLDMAN SACHS GROUP INC | $60 418 201 | 342 390 | 0,48% | Akcje |
| REAVES W H & CO INC | $56 901 997 | 322 464 | 0,46% | Akcje |
| Legal & General Group Plc | $53 149 928 | 301 201 | 0,43% | Akcje |
| Swiss National Bank | $52 638 018 | 298 300 | 0,42% | Akcje |
| AMERIPRISE FINANCIAL INC | $49 917 991 | 282 872 | 0,40% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $46 870 070 | 265 613 | 0,38% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46 487 152 | 263 443 | 0,37% | Akcje |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $44 821 016 | 254 001 | 0,36% | Akcje |
| BANK OF AMERICA CORP /DE/ | $41 023 597 | 232 481 | 0,33% | Akcje |
| RHUMBLINE ADVISERS | $40 909 847 | 231 837 | 0,33% | Akcje |
| Vanguard Global Advisers, LLC | $40 318 287 | 228 484 | 0,32% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $36 248 413 | 205 420 | 0,29% | Akcje |
| Jain Global LLC | $34 752 385 | 196 942 | 0,28% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $34 645 152 | 196 334 | 0,28% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $33 873 085 | 191 959 | 0,27% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $33 815 206 | 191 631 | 0,27% | Akcje |
| VANGUARD GROUP INC | $33 663 203 | 174 033 | 0,27% | Akcje |
| BlackRock, Inc. | $33 583 338 | 190 317 | 0,27% | Akcje |
| Qube Research & Technologies Ltd | $33 338 588 | 188 930 | 0,27% | Akcje |
| Clearbridge Investments, LLC | $32 767 884 | 185 696 | 0,26% | Akcje |
| Ilex Capital Partners (UK) LLP | $30 701 570 | 173 986 | 0,25% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29 324 102 | 170 380 | 0,23% | Akcje |
| BOOTHBAY FUND MANAGEMENT, LLC | $29 287 949 | 165 975 | 0,23% | Akcje |
| SORA INVESTORS LLC | $26 115 198 | 147 995 | 0,21% | Akcje |
| Nuveen Asset Management, LLC | $25 838 987 | 126 786 | 0,21% | Akcje |
| Kodai Capital Management LP | $25 777 692 | 117 166 | 0,21% | Akcje |
| California Public Employees Retirement System | $24 495 295 | 138 815 | 0,20% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23 167 418 | 131 116 | 0,19% | Akcje |
| BARCLAYS PLC | $22 743 577 | 128 888 | 0,18% | Akcje |
| Partners Group Holding AG | $22 422 596 | 127 069 | 0,18% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $21 746 577 | 123 238 | 0,17% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20 945 802 | 118 700 | 0,17% | Opcja sprzedaży |
| Magellan Asset Management Ltd | $20 462 831 | 115 963 | 0,16% | Akcje |
| Benchstone Capital Management LP | $20 091 030 | 113 856 | 0,16% | Akcje |
| UniSuper Management Pty Ltd | $19 355 721 | 109 689 | 0,15% | Akcje |
| Skylands Capital, LLC | $19 212 965 | 108 880 | 0,15% | Akcje |
| Vanguard Investments Australia, Ltd. | $19 106 912 | 108 279 | 0,15% | Akcje |
| Maryland State Retirement & Pension System | $18 666 821 | 105 785 | 0,15% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $18 337 900 | 103 921 | 0,15% | Akcje |
| AVIVA PLC | $18 316 372 | 103 799 | 0,15% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $18 167 091 | 102 953 | 0,15% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $18 080 146 | 98 390 | 0,14% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $18 059 502 | 104 930 | 0,14% | Akcje |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $17 845 047 | 101 128 | 0,14% | Akcje |
| OMERS ADMINISTRATION Corp | $16 012 157 | 90 741 | 0,13% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 892 341 | 90 062 | 0,13% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $15 862 342 | 89 892 | 0,13% | Akcje |
| TORONTO DOMINION BANK | $15 469 895 | 87 668 | 0,12% | Akcje |
| Swedbank AB | $15 283 376 | 86 611 | 0,12% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14 931 869 | 84 619 | 0,12% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14 628 534 | 82 900 | 0,12% | Opcja kupna |
| Retirement Systems of Alabama | $14 416 782 | 81 700 | 0,12% | Akcje |
| Moran Wealth Management, LLC | $13 979 161 | 79 220 | 0,11% | Akcje |
| TWO SIGMA ADVISERS, LP | $13 810 902 | 71 400 | 0,11% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $13 513 483 | 76 581 | 0,11% | Akcje |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $13 077 451 | 74 110 | 0,10% | Akcje |
| Nuveen, LLC | $12 816 290 | 72 630 | 0,10% | Akcje |
| FIRST TRUST ADVISORS LP | $12 566 888 | 71 217 | 0,10% | Akcje |
| Hudson Bay Capital Management LP | $12 440 430 | 70 500 | 0,10% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $12 424 372 | 70 409 | 0,10% | Akcje |
| BANK OF MONTREAL /CAN/ | $12 271 558 | 69 543 | 0,10% | Akcje |
| STEADFAST CAPITAL MANAGEMENT LP | $11 822 820 | 67 000 | 0,09% | Akcje |
| Pictet Asset Management Holding SA | $11 580 717 | 65 628 | 0,09% | Akcje |
| Verition Fund Management LLC | $11 575 247 | 65 597 | 0,09% | Akcje |
| Aberdeen Group plc | $11 531 308 | 65 348 | 0,09% | Akcje |
| APG Asset Management N.V. | $11 448 524 | 74 176 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $11 238 561 | 63 689 | 0,09% | Akcje |
| Walleye Capital LLC | $11 140 802 | 63 135 | 0,09% | Akcje |
| AVENIR CORP | $10 936 814 | 61 979 | 0,09% | Akcje |
| MACQUARIE GROUP LTD | $10 869 936 | 61 600 | 0,09% | Akcje |
| NATIXIS | $10 733 709 | 60 828 | 0,09% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10 710 233 | 62 229 | 0,09% | Akcje |
Insiderzy spółki 31 insiderów · 12 dyrektorzy generalni · 14 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Anthony J Macaione | Senior Vice President and CFO | 10 września 2008 M | 43 875 | 0 | 0 | $0 |
| Donald Day | EVP - SITE LEASING | 1 sierpnia 2026 M | 9 992 | 0 | 0 | $0 |
| Jason V Silberstein | EVP - Site Leasing | 29 grudnia 2023 G | 29 508 | 0 | 0 | $0 |
| Brian D Lazarus | SVP & Chief Accounting Officer | 13 grudnia 2023 M | 7 085 | 0 | 0 | $0 |
| Mark R Ciarfella | EVP - Operations | 29 listopada 2023 M | 29 005 | 0 | 0 | $0 |
| Joshua Koenig | Executive VP/General Counsel | 27 listopada 2023 S | 5 181 | 0 | 0 | $0 |
| Marc Montagner | EVP - Finance | 17 października 2023 A | — | 0 | 0 | $0 |
| Richard M Cane | EVP; Pres. - International | 6 marca 2023 A | 2 074 | 0 | 0 | $0 |
| Dipan D Patel | EVP Tech., Strat. & New Bus. | 6 marca 2023 A | 6 540 | 0 | 0 | $0 |
| Kurt L Bagwell | EVP; Pres. - International | 9 marca 2022 S | 29 529 | 0 | 0 | $0 |
| Thomas P Hunt | Executive VP/General Counsel | 4 marca 2022 A | 122 743 | 0 | 0 | $0 |
| Pamela J Kline | VP-Capital Markets & Treasurer | 11 lutego 2004 A | — | 0 | 0 | $0 |
| Kevin L Beebe | Dyrektor | 22 maja 2026 A | 16 644 | 0 | 0 | $0 |
| Jeffrey Stoops | Dyrektor | 22 maja 2026 A | 141 465 | 0 | 0 | $0 |
| BERNSTEIN STEVEN E | Dyrektor | 22 maja 2026 A | 7 140 | 0 | 0 | $0 |
| George R Krouse Jr | Dyrektor | 20 listopada 2023 S | 8 001 | 0 | 0 | $0 |
| Laurie Bowen | Dyrektor | 25 maja 2023 A | — | 0 | 0 | $0 |
| Amy E Wilson | Dyrektor | 25 maja 2023 A | — | 0 | 0 | $0 |
| Jay Lecoryelle Johnson | Dyrektor | 25 maja 2023 A | 110 | 0 | 0 | $0 |
| Mary S Chan | Dyrektor | 25 maja 2023 A | 4 622 | 0 | 0 | $0 |
| Fidelma Russo | Dyrektor | 1 maja 2023 M | 703 | 0 | 0 | $0 |
| Duncan Cocroft | Dyrektor | 1 maja 2023 M | 65 842 | 0 | 0 | $0 |
| Brian C Carr | Dyrektor | 1 maja 2021 M | 573 | 0 | 0 | $0 |
| Steven E Nielsen | Dyrektor | 12 marca 2009 M | 10 000 | 0 | 0 | $0 |
| Philip L Hawkins | Dyrektor | 10 marca 2009 M | 3 000 | 0 | 0 | $0 |
| Donald B Hebb JR | Dyrektor | 30 lipca 2004 A | — | 0 | 0 | $0 |
| AAT Holdings, LLC | Posiadacz 10% | 30 maja 2006 S | 6 512 686 | 0 | 0 | $0 |
| Jack Langer | — | 22 maja 2026 A | 8 704 | 0 | 0 | $0 |
| Brendan Thomas Cavanagh | — | 5 marca 2026 A | 63 782 | 0 | 0 | $0 |
| John F Fiedor | — | 9 czerwca 2004 M | 0 | 0 | 0 | $0 |
| Richard W Miller | — | 6 maja 2004 A | — | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 4 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 |
|---|---|---|---|---|---|
| Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 zgłoszenia | 24 lutego 2004 | — | Pierwotne zgłoszenie | — | SEC |
| Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 zgłoszenia | 22 grudnia 2003 | — | Pierwotne zgłoszenie | — | SEC |
| Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 | 28 lutego 2003 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or | 18 lutego 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 169 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 |
|---|---|---|---|---|
| LPRE · Exchange Listed Funds Trust | 5,45% | 42 002 NS | 31 maja 2026 | N-PORT |
| IDGT · iShares Trust | 5,28% | 147 702 SH | 8 sierpnia 2026 | Dziennie |
| REAI · Tidal Trust I | 4,91% | 239 NS | 30 kwietnia 2026 | N-PORT |
| SRVR · Pacer Funds Trust | 4,86% | 86 875 NS | 30 kwietnia 2026 | N-PORT |
| TMFM · RBB Fund, Inc. | 4,49% | 25 794 NS | 31 maja 2026 | N-PORT |
| IRET · Tidal Trust II | 3,81% | 456 NS | 30 kwietnia 2026 | N-PORT |
| DTCR · Global X Funds | 3,62% | 382 444 NS | 31 maja 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 2,88% | 15 684 | 8 sierpnia 2026 | Dziennie |
| RNTY · Tidal Trust II | 2,66% | 612 NS | 30 kwietnia 2026 | N-PORT |
| RDOG · ALPS ETF Trust | 2,15% | 1 185 NS | 31 maja 2026 | N-PORT |
| ICF · iShares Trust | 2,10% | 242 174 SH | 8 sierpnia 2026 | Dziennie |
| DFAR · Dimensional ETF Trust | 1,80% | 137 276 NS | 30 kwietnia 2026 | N-PORT |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,70% | 39 553 NS | 31 maja 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,64% | 3 484 NS | 30 kwietnia 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 1,64% | 1 103 NS | 30 kwietnia 2026 | N-PORT |
| URE · ProShares Trust | 1,59% | 4 390 NS | 31 maja 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1,57% | 102 132 NS | 30 kwietnia 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 1,53% | 753 739 NS | 31 maja 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,48% | 311 NS | 30 kwietnia 2026 | N-PORT |
| IYR · iShares Trust | 1,40% | 348 399 SH | 8 sierpnia 2026 | Dziennie |
| TMFG · RBB Fund, Inc. | 1,22% | 21 376 NS | 31 maja 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 1,20% | 189 608 NS | 30 kwietnia 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 1,19% | 47 520 NS | 31 maja 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,07% | 217 NS | 30 kwietnia 2026 | N-PORT |
| TOLZ · ProShares Trust | 0,99% | 8 535 NS | 31 maja 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,99% | 4 026 541 SH | 8 sierpnia 2026 | Dziennie |
| CZA · Invesco Exchange-Traded Fund Trust | 0,98% | 10 270 | 8 sierpnia 2026 | Dziennie |
| IQRA · New York Life Investments Active ET… | 0,91% | 283 NS | 30 kwietnia 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3 302 NS | 31 maja 2026 | N-PORT |
| PABU · iShares Trust | 0,58% | 80 272 SH | 8 sierpnia 2026 | Dziennie |
| SOVF · Elevation Series Trust | 0,56% | 2 403 NS | 30 kwietnia 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,55% | 10 697 NS | 30 kwietnia 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,54% | 662 000 | 8 sierpnia 2026 | Dziennie |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,45% | 4 169 NS | 31 maja 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,41% | 812 542 SH | 8 sierpnia 2026 | Dziennie |
| CAPE · DoubleLine ETF Trust | 0,37% | 5 530 NS | 31 marca 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,34% | 15 421 000 | 8 sierpnia 2026 | Dziennie |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,34% | 10 354 000 | 8 sierpnia 2026 | Dziennie |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,33% | 8 889 000 | 8 sierpnia 2026 | Dziennie |
| NFRA · FlexShares Trust | 0,31% | 43 616 NS | 30 kwietnia 2026 | N-PORT |
| ESLG · Strategy Shares | 0,31% | 270 NS | 30 kwietnia 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 3 544 NS | 30 kwietnia 2026 | N-PORT |
| EVUS · iShares Trust | 0,24% | 4 955 SH | 8 sierpnia 2026 | Dziennie |
| LGDX · Tidal Trust III | 0,22% | 1 352 NS | 30 kwietnia 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,21% | 1 810 | 8 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,18% | 159 292 SH | 8 sierpnia 2026 | Dziennie |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 15 857 NS | 31 maja 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,18% | 2 298 375 SH | 8 sierpnia 2026 | Dziennie |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 32 062 NS | 30 kwietnia 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,17% | 894 385 | 8 sierpnia 2026 | Dziennie |