SBH Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock
$16,82
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 3, 2026
Zakres 52 tyg.
$12–$18
83% of range
Ocena Analityków
BUY
9 analysts
Cena Docelowa
$17
+1% upside
P/E (TTM)
8.7
ROE
26.2%
Marża Zysku Netto
5.3%
O Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock Przegląd firmy z Wikipedii
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
Czytaj więcej
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
Through the Sally Beauty Supply and Beauty Systems Group businesses, the Company sells and distributes through over 4,000 stores, including approximately 200 franchised units, throughout the United States, the United Kingdom (Sally Beauty UK), Belgium (pro- duo 40SHOPS M&A ), Canada, Chile, Peru, Puerto Rico, Mexico (2000 Amstrong McCall 130 shops M&A), France, Ireland, Germany and The Netherlands.
Sally Beauty Supply stores offer more than 6,000 products for hair, skin, and nails through professional lines such as Clairol, L'Oreal, Wella, and Conair, as well as an extensive selection of proprietary merchandise.
Beauty Systems Group stores, branded as CosmoProf or Armstrong McCall stores, along with its outside sales consultants, sell up to 9,800 professionally branded products including Paul Mitchell, Wella, Sebastian, Goldwell, and TIGI which are targeted exclusively for professional and salon use and resale to their customers. They have also moved to expanding their brand basics, they now sell more products for African-American women. These products include Mixed Chicks, Shea Moisture, and Curlys. The company made this move to seem more inclusive.
History
Sally Beauty Holdings, Inc. opened its first store in New Orleans in 1964. Sally Beauty Company was started by C. Ray Farber in New Orleans and operated its flagship store on Magazine Street before the company was sold to Alberto-Culver. The store was named after his daughter Sally.
Corporate governance
Gary Winterhalter became the company's CEO in 2013. Winterhalter left the CEO role at the end of the first quarter, 2015 and took the role of executive chairman, which he held through the beginning of 2018. Coincident with Winterhalter's transition, Christian Brickman took the CEO role. Effective June 2, 2014, Brickman was the company's president and COO. Brickman stepped down from this role in September 2021. The current president and CEO is Denise Paulonis, effective October 1, 2021.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
SBH Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$16.82
Kapitalizacja Rynkowa
$1.61B
P/E (TTM)
8.7
EPS (TTM)
$1.89
Przychody (TTM)
$3.70B
Stopa dywidendy
—
ROE
26.2%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$12 – $18
SBH 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
$3.70B
2016-09-30
→
2025-09-30
EPS
$1.89
2016-09-30
→
2025-09-30
Wolny przepływ pieniężny
$173M
2016-09-30
→
2025-09-30
Marże
5.3%
2016-09-30
→
2025-09-30
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
SBH
Mediana porównawcza
P/E (TTM)
8.7
21.3
P/S (TTM)
0.4
0.8
P/B
2.0
6.1
Price / FCF (Cena / FCF)
9.3
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
SBH
Mediana porównawcza
Gross Margin (Marża brutto)
51.6%
46.0%
Operating Margin (Marża Operacyjna)
8.9%
—
Net Profit Margin (Marża Zysku Netto)
5.3%
5.6%
ROA
6.9%
7.0%
ROE
26.2%
22.0%
ROIC
30.7%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
SBH
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
2.3
1.8
Quick Ratio (Wskaźnik Szybkości)
0.3
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
SBH
Mediana porównawcza
Revenue YoY (Przychody R/R)
-0.42%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
-1.0%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
1.0%
—
EPS YoY
32.2%
—
Net Income YoY (Zysk Netto R/R)
27.7%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
SBH
Mediana porównawcza
SBH Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
9 analityków
- Mocne kupno 1 11,1%
- Kup 5 55,6%
- Trzymaj 2 22,2%
- Sprzedaj 1 11,1%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
5 analityków · 2026-08-18
Mediana
$18.00
Średnia
$17.00
Teraz
$16.82
Niski
$13.00
Wysoki
$20.00
Średni cel
$18.00
+7,0%
Średnia cel
$17.00
+1,1%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.04%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.55 | $0.54 | 0.01% |
| 31 marca 2026 | $0.44 | $0.41 | 0.03% |
| 31 grudnia 2025 | $0.48 | $0.47 | 0.01% |
| 30 września 2025 | $0.55 | $0.48 | 0.07% |
| 30 czerwca 2025 | $0.51 | $0.43 | 0.08% |
| 31 marca 2025 | $0.42 | $0.40 | 0.02% |
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 |
|---|---|---|---|---|---|---|
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
| HZO | $554M | -17.7 | -5.0% | -1.4% | -3.3% | 32.5% |
| UPBD | $2.27B | 14.0 | 8.7% | 1.6% | 11.1% | 48.4% |
| WOOF | — | 89.3 | -2.5% | 0.15% | 0.80% | 38.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Cost of Revenue | $1.79B | $1.83B | $1.83B | $1.90B | $1.92B | $1.80B | $1.97B | $1.99B | $1.97B | $1.99B | $1.94B | $1.89B | |
| Gross Profit | $1.91B | $1.89B | $1.90B | $1.92B | $1.95B | $1.72B | $1.91B | $1.94B | $1.96B | $1.96B | $1.90B | $1.86B | |
| SG&A Expense | $1.58B | $1.61B | $1.56B | $1.55B | $1.53B | $1.44B | $1.45B | $1.48B | $1.46B | $1.47B | $1.31B | $1.27B | |
| Operating Income | $328M | $283M | $325M | $338M | $418M | $259M | $458M | $427M | $479M | $498M | $495M | $507M | |
| Interest Expense | $64M | $76M | $73M | $94M | $94M | $99M | $96M | $98M | $133M | $144M | $117M | $116M | |
| Pretax Income | $263M | $206M | $252M | $244M | $325M | $160M | $362M | $328M | $346M | $354M | $378M | $391M | |
| Income Tax | $68M | $53M | $67M | $61M | $85M | $47M | $91M | $70M | $131M | $131M | $143M | $145M | |
| Net Income | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | · | |
| EPS (Basic) | $1.95 | $1.48 | $1.72 | $1.69 | $2.13 | $0.99 | $2.27 | $2.09 | $1.56 | $1.51 | $1.50 | $1.54 | |
| EPS (Diluted) | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 | $0.99 | $2.26 | $2.08 | $1.56 | $1.50 | $1.49 | $1.51 | |
| Shares (Basic) | 100,662,000 | 103,939,000 | 107,332,000 | 108,665,000 | 112,653,000 | 113,881,000 | 119,636,000 | 123,190,000 | 137,533,000 | 147,179,000 | 156,353,000 | 159,933,000 | |
| Shares (Diluted) | 103,821,000 | 106,933,000 | 109,336,000 | 110,293,000 | 114,212,000 | 114,680,000 | 120,283,000 | 123,832,000 | 138,176,000 | 148,803,000 | 158,226,000 | 163,419,000 | |
| EBITDA | $428M | $392M | $427M | $438M | · | $366M | $566M | $535M | $591M | $598M | $585M | $587M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $149M | $108M | $123M | $71M | $401M | $514M | $71M | $77M | $64M | $87M | $140M | $107M | |
| Receivables | $32M | $34M | $33M | $34M | $33M | $36M | $43M | $48M | $47M | $47M | $49M | $52M | |
| Inventory | $988M | $1.04B | $975M | $936M | $871M | $815M | $953M | $944M | $931M | $907M | $885M | $828M | |
| Other Current Assets | $48M | $69M | $54M | $53M | $45M | $48M | $35M | $43M | $55M | $55M | $37M | $39M | |
| Current Assets | $1.30B | $1.31B | $1.23B | $1.13B | $1.38B | $1.43B | $1.16B | $1.16B | $1.14B | $1.17B | $1.19B | $1.10B | |
| PP&E (Net) | $284M | $270M | $298M | $298M | $307M | $315M | $320M | $308M | $314M | $320M | $271M | $238M | |
| PP&E (Gross) | $1.22B | $1.15B | $1.08B | $1.12B | $1.07B | $1.01B | $979M | $919M | $860M | $787M | $699M | $651M | |
| Accum. Depreciation | $938M | $882M | $780M | $821M | $767M | $695M | $659M | $611M | $546M | $468M | $429M | $413M | |
| Goodwill | $541M | $538M | $533M | $526M | $541M | $540M | $531M | $536M | $538M | $533M | $524M | $536M | |
| Intangibles | $53M | $60M | $55M | $50M | $56M | $58M | $62M | $73M | $80M | $93M | $99M | $115M | |
| Other Non-current Assets | $45M | $37M | $41M | $38M | $22M | $23M | $22M | $25M | $25M | $14M | $13M | $11M | |
| Total Assets | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.10B | $2.09B | $2.00B | |
| Accounts Payable | $225M | $269M | $259M | $276M | $292M | $236M | $279M | $303M | $308M | $271M | $276M | $259M | |
| Accrued Liabilities | $185M | $163M | $163M | $161M | $206M | $171M | $169M | $180M | $167M | $215M | $209M | $199M | |
| Current Liabilities | $576M | $593M | $579M | $668M | $665M | $563M | $456M | $491M | $573M | $489M | $492M | $464M | |
| Capital Leases | $538M | $480M | $455M | $425M | $404M | $394M | · | · | · | · | · | · | |
| Deferred Tax | $79M | $92M | $93M | $85M | $86M | $92M | $80M | $76M | $98M | $115M | $86M | $75M | |
| Other Non-current Liabilities | $21M | $22M | $23M | $22M | $29M | $33M | $28M | $30M | $20M | $22M | $28M | $28M | |
| Total Liabilities | $2.08B | $2.16B | $2.22B | $2.28B | $2.57B | $2.88B | $2.16B | $2.37B | $2.46B | $2.41B | $2.39B | $2.35B | |
| Long-term Debt | $875M | $994M | $1.08B | $1.09B | $1.39B | $1.81B | $1.61B | $1.79B | $1.89B | $1.80B | $1.80B | $1.80B | |
| Common Stock | $979.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | |
| Retained Earnings | $898M | $741M | $625M | $440M | $357M | $117M | $56M | $-180M | $-283M | $-178M | $-219M | $-320M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $3M | · | |
| AOCI | $-105M | $-113M | $-123M | $-152M | $-95M | $-105M | $-117M | $-90M | $-82M | $-100M | $-78M | $-29M | |
| Stockholders' Equity | $794M | $629M | $509M | $294M | $281M | $15M | $-60M | $-269M | $-364M | $-276M | $-298M | $-347M | |
| Liabilities + Equity | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.13B | $2.09B | $2.00B | |
| Shares Outstanding | 97,875,000 | 101,854,000 | 106,266,000 | 106,970,000 | 112,913,000 | 112,405,000 | 116,725,000 | 119,926,000 | 129,585,000 | 144,571,000 | 151,452,000 | 154,668,000 |
Przepływy pieniężne 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $100M | $110M | $102M | $100M | $102M | $107M | $108M | $109M | $112M | $100M | $89M | $80M | |
| Stock-based Comp | $19M | $17M | $16M | $10M | $12M | $8M | $9M | $11M | $11M | $13M | $17M | $22M | |
| Deferred Tax | $-10M | $-1M | $8M | $-15M | $-9M | $14M | $5M | $-21M | $14M | $21M | $7M | $-783.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $4M | $7M | $9M | $11M | $12M | $13M | $13M | $14M | $14M | |
| Restructuring | $0 | $-75.0K | $17M | $28M | $5M | $14M | $-682.0K | $34M | $23M | · | · | · | |
| Other Non-cash | $-30M | $-32M | $-62M | $-121M | · | $185M | $-73M | $16M | $-8M | · | · | · | |
| Operating Cash Flow | $275M | $247M | $249M | $156M | $382M | $427M | $320M | $373M | $343M | $354M | $301M | $316M | |
| CapEx | $102M | $101M | $91M | $99M | $74M | $111M | $108M | $87M | $90M | $151M | $107M | $77M | |
| Investing Cash Flow | $-58M | $-109M | $-100M | $-102M | $-76M | $-124M | $-96M | $-95M | $-90M | $-175M | $-113M | · | |
| Debt Issued | · | $1.54B | $1.29B | $520M | $22.0K | $1.09B | $594M | $462M | $1.28B | $912M | $983.0K | $356M | |
| Net Debt Issued | · | $-84M | $-81M | $-250M | · | $205M | $-184M | $-97M | $61M | $-27M | $-831.0K | $122M | |
| Stock Repurchased | $54M | $60M | $15M | $130M | · | $61M | $47M | $167M | $347M | $209M | $228M | $333M | |
| Net Stock Activity | $-54M | $-60M | $-15M | $-130M | · | $-61M | $-47M | $-167M | $-346M | $-207M | $-228M | $-333M | |
| Financing Cash Flow | $-178M | $-154M | $-101M | $-374M | $-420M | $140M | $-229M | $-263M | $-277M | $-232M | $-152M | · | |
| Net Change in Cash | $41M | $-15M | $52M | $-330M | $-113M | $443M | $-6M | $14M | $-23M | $-53M | $33M | $59M | |
| Taxes Paid | $94M | $36M | $64M | $83M | $80M | $50M | $84M | $70M | $115M | $124M | $108M | $139M | |
| Free Cash Flow | $173M | $145M | $159M | $57M | · | $316M | $213M | $286M | $255M | $202M | $194M | $239M | |
| Levered FCF | $125M | $89M | $105M | $-13M | · | $246M | $140M | $209M | $172M | $111M | $122M | $166M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.6% | 50.9% | 50.9% | 50.3% | · | 48.8% | 49.3% | 49.4% | 49.9% | 49.7% | 49.5% | 49.6% | |
| Operating Margin | 8.9% | 7.6% | 8.7% | 8.8% | · | 7.4% | 11.8% | 10.8% | 12.2% | 12.6% | 12.9% | 13.5% | |
| Net Margin | 5.3% | 4.1% | 5.0% | 4.8% | · | 3.2% | 7.0% | 6.6% | 5.5% | · | · | · | |
| Pretax Margin | 7.1% | 5.5% | 6.8% | 6.4% | · | 4.5% | 9.3% | 8.3% | 8.8% | 9.0% | 9.9% | 10.4% | |
| EBITDA Margin | 11.6% | 10.6% | 11.5% | 11.5% | · | 10.4% | 14.6% | 13.6% | 15.0% | 15.1% | 15.2% | 15.6% | |
| ROA | 6.9% | 5.6% | 7.0% | 6.8% | · | 4.5% | 13.0% | 12.3% | 10.2% | · | · | · | |
| ROE | 26.2% | 25.4% | 37.0% | 62.3% | · | -421.8% | -415.4% | -86.8% | -67.2% | · | · | · | |
| ROIC | 30.7% | 33.5% | 46.8% | 86.5% | · | 1186.2% | -570.0% | -124.8% | -81.9% | -113.6% | -103.3% | -92.0% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.2 | 2.1 | 1.7 | · | 2.5 | 2.6 | 2.4 | 2.0 | 2.4 | 2.4 | 2.4 | |
| Quick Ratio | 0.3 | 0.2 | 0.3 | 0.2 | · | 1.0 | 0.3 | 0.3 | 0.2 | 0.3 | 0.4 | 0.3 | |
| Interest Coverage | 5.1 | 3.7 | 4.5 | 3.6 | · | 2.6 | 4.8 | 4.3 | 3.6 | 3.5 | 4.2 | 4.4 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.4 | 1.4 | · | 1.4 | 1.8 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | |
| Inventory Turnover | 1.8 | 1.8 | 1.9 | 2.1 | · | 2.0 | 2.1 | 2.1 | 2.1 | 2.2 | 2.3 | 2.3 | |
| Receivables Turnover | 113.1 | 110.9 | 110.4 | 114.4 | · | 89.3 | 84.7 | 82.4 | 83.9 | 82.7 | 76.4 | 69.0 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.42% | -0.30% | -2.3% | -1.5% | 10.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.0% | -1.4% | 2.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 32.2% | -15.4% | 1.8% | -20.9% | 112.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.4% | -12.0% | 19.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.7% | -16.9% | 0.57% | -23.5% | 29.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.2% | -13.8% | 0.00% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Net Income TTM | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | $200M | |
| Market Cap | $1.59B | $1.38B | $891M | $1.35B | · | $977M | $1.74B | $2.21B | $2.54B | $3.71B | $3.60B | $4.23B | |
| P/E | 8.6 | 9.5 | 5.0 | 7.6 | 8.0 | 8.8 | 6.6 | 8.8 | 12.6 | 17.1 | 15.9 | 18.1 | |
| P/S | 0.4 | 0.4 | 0.2 | 0.4 | · | 0.3 | 0.4 | 0.6 | 0.6 | 0.9 | 0.9 | 1.1 | |
| P/B | 2.0 | 2.2 | 1.8 | 4.6 | · | 63.3 | -28.8 | -8.2 | -7.0 | -13.4 | -12.1 | -12.2 | |
| P / Tangible Book | 7.9 | 45.6 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 5.8 | 5.6 | 3.6 | 8.6 | · | 2.3 | 5.4 | 5.9 | 7.4 | 10.6 | 12.0 | 13.4 | |
| P / FCF | 9.2 | 9.5 | 5.6 | 23.5 | · | 3.1 | 8.2 | 7.7 | 10.0 | 18.4 | 18.5 | 17.7 | |
| Earnings Yield | 11.6% | 10.5% | 20.2% | 13.2% | 12.5% | 11.4% | 15.2% | 11.3% | 8.0% | 5.8% | 6.3% | 5.5% |
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 | $935M | $903M | $943M | $947M | $933M | $883M | $938M | $935M | $942M | $908M | $931M | $921M | $931M | $919M | $957M | $962M | |
| Cost of Revenue | $445M | $428M | $460M | $453M | $452M | $424M | $461M | $456M | $461M | $445M | $464M | $455M | $456M | $450M | $468M | $499M | |
| Gross Profit | $490M | $476M | $483M | $494M | $481M | $459M | $477M | $479M | $481M | $463M | $467M | $467M | $475M | $468M | $489M | $463M | |
| SG&A Expense | $404M | $404M | $407M | $414M | $403M | $389M | $377M | $397M | $409M | $403M | $398M | $391M | $384M | $390M | $392M | $398M | |
| Operating Income | $86M | $72M | $76M | $80M | $78M | $69M | $100M | $82M | $72M | $60M | $69M | $77M | $90M | $71M | $87M | $39M | |
| Interest Expense | · | $14M | $15M | $15M | $16M | $16M | $17M | $18M | $21M | $21M | $17M | $20M | $19M | $17M | $18M | $17M | |
| Pretax Income | $73M | $58M | $61M | $65M | $62M | $53M | $83M | $64M | $51M | $39M | $52M | $57M | $71M | $55M | $69M | $22M | |
| Income Tax | $19M | $15M | $16M | $15M | $17M | $14M | $22M | $16M | $13M | $10M | $13M | $15M | $21M | $14M | $18M | $427.0K | |
| Net Income | $54M | $43M | $46M | $50M | $46M | $39M | $61M | $48M | $38M | $29M | $38M | $43M | $51M | $41M | $50M | $21M | |
| EPS (Basic) | $0.57 | $0.44 | $0.47 | $0.50 | $0.46 | $0.39 | $0.60 | $0.47 | $0.37 | $0.28 | $0.36 | $0.40 | $0.47 | $0.38 | $0.47 | $0.21 | |
| EPS (Diluted) | $0.55 | $0.43 | $0.45 | $0.49 | $0.44 | $0.38 | $0.58 | $0.45 | $0.36 | $0.27 | $0.35 | $0.40 | $0.46 | $0.37 | $0.46 | $0.21 | |
| Shares (Basic) | 95,058,000 | 96,727,000 | 97,804,000 | -203,436,000 | 100,463,000 | 101,614,000 | 102,021,000 | -209,475,000 | 103,190,000 | 104,276,000 | 105,948,000 | -214,821,000 | 107,560,000 | 107,453,000 | 107,140,000 | -219,013,000 | |
| Shares (Diluted) | 97,912,000 | 99,721,000 | 100,765,000 | -208,827,000 | 103,239,000 | 104,435,000 | 104,974,000 | -214,762,000 | 105,897,000 | 107,080,000 | 108,718,000 | -219,498,000 | 109,668,000 | 109,706,000 | 109,460,000 | -222,741,000 | |
| EBITDA | $113M | $97M | $100M | · | $78M | $69M | $126M | · | $72M | $60M | $97M | · | $90M | $71M | $112M | · |
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 | $173M | $157M | $157M | $149M | $113M | $92M | $106M | $108M | $97M | $97M | $121M | · | $74M | $62M | $99M | · | |
| Receivables | $26M | $26M | $27M | $32M | $30M | $27M | $27M | $34M | $33M | $35M | $32M | · | $33M | $31M | $33M | · | |
| Inventory | $996M | $987M | $979M | $988M | $1.01B | $1.01B | $1.01B | $1.04B | $1.02B | $1.04B | $1.01B | · | $996M | $1.02B | $987M | · | |
| Other Current Assets | $46M | $47M | $45M | $48M | $48M | $45M | $51M | $69M | $51M | $56M | $56M | · | $51M | $48M | $58M | · | |
| Current Assets | $1.31B | $1.29B | $1.29B | $1.30B | $1.26B | $1.24B | $1.25B | $1.31B | $1.26B | $1.28B | $1.26B | · | $1.20B | $1.21B | $1.22B | · | |
| PP&E (Net) | $279M | $285M | $280M | $284M | $256M | $256M | $262M | $270M | $268M | $273M | $285M | $298M | $281M | $283M | $289M | $298M | |
| PP&E (Gross) | · | · | · | $1.22B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $984M | $963M | $956M | $938M | $923M | $892M | $867M | $882M | $855M | $834M | $812M | · | $864M | $842M | $849M | · | |
| Goodwill | $538M | $539M | $542M | $541M | $541M | $534M | $531M | $538M | $534M | $534M | $537M | $533M | $535M | $534M | $533M | $526M | |
| Intangibles | $51M | $51M | $52M | $53M | $56M | $56M | $58M | $60M | $53M | $54M | $55M | · | $50M | $51M | $51M | · | |
| Other Non-current Assets | $51M | $49M | $49M | $45M | $39M | $38M | $36M | $37M | $43M | $42M | $40M | · | $41M | $36M | $34M | · | |
| Total Assets | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | $2.73B | $2.68B | $2.68B | $2.67B | $2.58B | |
| Accounts Payable | $224M | $223M | $208M | $225M | $193M | $217M | $221M | $269M | $235M | $290M | $267M | · | $244M | $265M | $296M | · | |
| Accrued Liabilities | $164M | $170M | $159M | $185M | $165M | $151M | $149M | $163M | $161M | $150M | $140M | · | $140M | $168M | $143M | · | |
| Current Liabilities | $554M | $553M | $542M | $576M | $524M | $533M | $549M | $593M | $595M | $644M | $573M | · | $566M | $631M | $677M | · | |
| Capital Leases | $546M | $532M | $538M | $538M | $469M | $461M | $457M | $480M | $457M | $458M | $439M | · | $451M | $445M | $427M | · | |
| Deferred Tax | $87M | $86M | $83M | $79M | $85M | $88M | $89M | $92M | $91M | $94M | $90M | · | $84M | $86M | $86M | · | |
| Other Non-current Liabilities | $21M | $21M | $22M | $21M | $21M | $21M | $22M | $22M | $21M | $22M | $22M | · | $22M | $22M | $23M | · | |
| Total Liabilities | $2.01B | $2.02B | $2.03B | $2.08B | $1.98B | $2.01B | $2.05B | $2.16B | $2.14B | $2.20B | $2.19B | · | $2.19B | $2.25B | $2.30B | · | |
| Long-term Debt | $815M | $835M | $855M | $875M | $896M | $917M | $953M | $994M | $995M | $996M | $1.08B | · | $1.08B | $1.08B | $1.09B | · | |
| Common Stock | $941.0K | $959.0K | $975.0K | $979.0K | $994.0K | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | |
| Retained Earnings | $980M | $946M | $923M | $898M | $863M | $826M | $793M | $741M | $698M | $667M | $652M | · | $582M | $531M | $491M | · | |
| AOCI | $-109M | $-110M | $-101M | $-105M | $-101M | $-127M | $-137M | $-113M | $-122M | $-117M | $-112M | · | $-113M | $-120M | $-127M | · | |
| Stockholders' Equity | $871M | $838M | $824M | $794M | $763M | $700M | $656M | $629M | $578M | $551M | $541M | $509M | $488M | $426M | $373M | $294M | |
| Liabilities + Equity | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | · | $2.68B | $2.68B | $2.67B | · | |
| Shares Outstanding | 94,092,000 | 95,898,000 | 97,492,000 | 97,875,000 | 99,438,000 | 100,894,000 | 101,871,000 | 101,854,000 | 102,643,000 | 103,514,000 | 104,857,000 | 106,266,000 | 107,564,000 | 107,549,000 | 107,284,000 | 106,970,000 |
Przepływy pieniężne 17
| 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 | $26M | $25M | $24M | $24M | $25M | $25M | $26M | $26M | $29M | $27M | $28M | $27M | $25M | $25M | $25M | $27M | |
| Stock-based Comp | $5M | $6M | $8M | $4M | $5M | $4M | $6M | $4M | $4M | $4M | $5M | $3M | $4M | $4M | $5M | $2M | |
| Amort. of Intangibles | $652.0K | $653.0K | $652.0K | $950.0K | $851.0K | $841.0K | $858.0K | $785.0K | $764.0K | $791.0K | $860.0K | $719.0K | $807.0K | $866.0K | $1M | $1M | |
| Restructuring | · | · | · | $0 | $0 | $0 | $0 | $-436.0K | $383.0K | $63.0K | $-85.0K | $-872.0K | $397.0K | $7M | $10M | $26M | |
| Other Non-cash | · | · | $16M | · | · | · | $-59M | · | · | · | $-21M | · | · | · | $-26M | · | |
| Operating Cash Flow | $81M | $73M | $93M | $121M | $69M | $51M | $33M | $111M | $48M | $37M | $51M | $117M | $53M | $25M | $55M | $107M | |
| CapEx | $19M | $29M | $36M | $43M | $20M | $19M | $20M | $37M | $19M | $14M | $31M | $27M | $22M | $17M | $25M | $32M | |
| Investing Cash Flow | $-19M | $-29M | $-36M | $-45M | $-17M | $-19M | $23M | $-45M | $-19M | $-14M | $-31M | $-36M | $-22M | $-17M | $-25M | $-35M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $989M | $67M | · | $216M | $624M | $229M | $237M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $229M | · | |
| Stock Repurchased | $26M | $26M | $21M | $21M | $13M | $10M | $10M | $10M | $10M | $20M | $20M | · | · | · | · | $0 | |
| Net Stock Activity | · | · | $-21M | · | · | · | $-10M | · | · | · | $-20M | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-46M | $-48M | $-41M | $-34M | $-46M | $-58M | $-56M | $-29M | $-46M | $-23M | $-33M | $-19M | $-43M | $-6M | $-100M | |
| Net Change in Cash | $16M | $216.0K | $8M | $36M | $21M | $-13M | $-2M | $11M | $201.0K | $-24M | $-2M | $49M | $13M | $-37M | $29M | $-31M | |
| Taxes Paid | $14M | $31M | $3M | $19M | $20M | $37M | $19M | $2M | $2M | $29M | $3M | $12M | $20M | $29M | $3M | $9M | |
| Free Cash Flow | · | · | $57M | · | · | · | $13M | · | · | · | $20M | · | · | · | $30M | · | |
| Levered FCF | · | · | $47M | · | · | · | $538.6K | · | · | · | $8M | · | · | · | $17M | · |
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 | 52.4% | 52.7% | 51.2% | · | 51.5% | 51.9% | 50.8% | · | 51.0% | 51.0% | 50.2% | · | 51.0% | 51.0% | 51.0% | · | |
| Operating Margin | 9.2% | 8.0% | 8.1% | · | 8.4% | 7.9% | 10.7% | · | 7.6% | 6.6% | 7.4% | · | 9.7% | 7.8% | 9.0% | · | |
| Net Margin | 5.8% | 4.7% | 4.8% | · | 4.9% | 4.4% | 6.5% | · | 4.0% | 3.2% | 4.1% | · | 5.5% | 4.5% | 5.3% | · | |
| Pretax Margin | 7.8% | 6.4% | 6.5% | · | 6.7% | 6.0% | 8.8% | · | 5.4% | 4.3% | 5.6% | · | 7.7% | 6.0% | 7.2% | · | |
| EBITDA Margin | 12.0% | 10.8% | 10.6% | · | 8.4% | 7.9% | 13.4% | · | 7.6% | 6.6% | 10.4% | · | 9.7% | 7.8% | 11.7% | · | |
| ROA | 1.9% | 1.5% | 1.6% | · | 1.7% | 1.4% | 2.2% | · | 1.4% | 1.1% | 1.4% | · | 1.9% | 1.5% | 1.8% | · | |
| ROE | 6.6% | 5.5% | 6.2% | · | 6.8% | 6.3% | 10.2% | · | 7.1% | 6.0% | 8.4% | · | 13.0% | 11.7% | 15.4% | · | |
| ROIC | 7.4% | 6.3% | 6.9% | · | 7.5% | 7.3% | 11.2% | · | 9.2% | 8.1% | 9.5% | · | 13.1% | 12.5% | 17.0% | · |
Płynność i wypłacalność 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.4 | · | 2.4 | 2.3 | 2.3 | · | 2.1 | 2.0 | 2.2 | · | 2.1 | 1.9 | 1.8 | · | |
| Quick Ratio | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.1 | 0.2 | · | |
| Interest Coverage | · | 5.1 | 5.2 | · | 5.0 | 4.3 | 5.8 | · | 3.5 | 2.9 | 4.0 | · | 4.8 | 4.3 | 4.8 | · |
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 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 0.4 | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | |
| Receivables Turnover | 33.3 | 33.7 | 35.3 | · | 29.9 | 28.5 | 31.9 | · | 28.7 | 27.8 | 28.7 | · | 28.9 | 31.1 | 30.7 | · |
Wycena (TTM) 10
| 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 | $3.72B | $3.66B | $3.70B | · | $3.70B | $3.67B | $3.72B | · | $3.71B | $3.69B | $3.74B | · | $3.77B | $3.75B | $3.81B | · | |
| Net Income TTM | $188M | $173M | $192M | · | $184M | $167M | $166M | · | $156M | $159M | $180M | · | $189M | $185M | $213M | · | |
| Market Cap | $1.33B | $1.33B | $1.39B | · | $921M | $911M | $1.06B | · | $1.10B | $1.29B | $1.39B | · | $1.33B | $1.68B | $1.34B | · | |
| P/E | 7.6 | 8.1 | 7.7 | · | 5.3 | 5.7 | 6.7 | · | 7.5 | 8.6 | 8.1 | · | 7.2 | 9.3 | 6.6 | · | |
| P/S | 0.4 | 0.4 | 0.4 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | |
| P/B | 1.5 | 1.6 | 1.7 | · | 1.2 | 1.3 | 1.6 | · | 1.9 | 2.3 | 2.6 | · | 2.7 | 3.9 | 3.6 | · | |
| P / Tangible Book | 4.7 | 5.4 | 6.1 | · | 5.6 | 8.3 | 15.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 14.9 | · | · | · | 31.8 | · | · | · | 27.3 | · | · | · | 24.4 | · | |
| P / FCF | · | · | 24.2 | · | · | · | 79.6 | · | · | · | 68.0 | · | · | · | 44.9 | · | |
| Earnings Yield | 13.2% | 12.3% | 13.0% | · | 19.0% | 17.6% | 14.9% | · | 13.4% | 11.7% | 12.3% | · | 13.9% | 10.8% | 15.3% | · |
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 | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B |
| Marża Brutto % | 51.6% | 50.9% | 50.9% | 50.3% | — |
| Marża Operacyjna % | 8.9% | 7.6% | 8.7% | 8.8% | — |
| Zysk netto | $196M | $153M | $185M | $184M | $240M |
| Rozwodniony EPS | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 |
Bilans
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 2.3 | 2.2 | 2.1 | 1.7 | — |
| Wskaźnik Szybkości | 0.3 | 0.2 | 0.3 | 0.2 | — |
Przepływy pieniężne
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $173M | $145M | $159M | $57M | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 265 emitentów · $957.7M 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 |
|---|---|---|---|---|
| 34 (-22 vs poprzedni kw.) | 40 (+13 vs poprzedni kw.) | 79 (+8 vs poprzedni kw.) | 83 (-6 vs poprzedni kw.) | -5.9M |
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 | $90 892 132 | 6 428 015 | 9,49% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $81 413 525 | 5 757 675 | 8,50% | Akcje |
| STATE STREET CORP | $62 781 487 | 4 439 992 | 6,56% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $60 003 231 | 4 243 510 | 6,27% | Akcje |
| Fisher Asset Management, LLC | $53 160 476 | 3 759 581 | 5,55% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $47 666 930 | 3 371 070 | 4,98% | Akcje |
| WASATCH ADVISORS LP | $47 003 285 | 3 393 739 | 4,91% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $46 853 329 | 3 313 531 | 4,89% | Akcje |
| Ranmore Fund Management Ltd | $42 361 376 | 2 995 854 | 4,42% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $40 938 255 | 2 894 702 | 4,27% | Akcje |
| D. E. Shaw & Co., Inc. | $35 644 890 | 2 520 855 | 3,72% | Akcje |
| GOLDMAN SACHS GROUP INC | $28 716 007 | 2 030 835 | 3,00% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 611 951 | 2 023 476 | 2,99% | Akcje |
| FMR LLC | $20 026 157 | 1 416 277 | 2,09% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $19 841 248 | 1 403 200 | 2,07% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14 096 166 | 996 900 | 1,47% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $11 397 547 | 806 050 | 1,19% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $11 144 370 | 788 145 | 1,16% | Akcje |
| Cambria Investment Management, L.P. | $9 871 106 | 698 098 | 1,03% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $8 963 558 | 633 915 | 0,94% | Akcje |
| Public Sector Pension Investment Board | $8 039 976 | 568 598 | 0,84% | Akcje |
| Access Investment Management LLC | $8 013 478 | 566 724 | 0,84% | Akcje |
| Hillsdale Investment Management Inc. | $7 995 831 | 565 476 | 0,83% | Akcje |
| GABELLI FUNDS LLC | $6 519 558 | 461 072 | 0,68% | Akcje |
| Qube Research & Technologies Ltd | $6 405 788 | 453 026 | 0,67% | Akcje |
| AMERIPRISE FINANCIAL INC | $5 641 719 | 398 990 | 0,59% | Akcje |
| CastleKnight Management LP | $5 543 587 | 392 050 | 0,58% | Akcje |
| Squarepoint Ops LLC | $5 305 271 | 375 196 | 0,55% | Akcje |
| FIRST TRUST ADVISORS LP | $5 298 399 | 374 710 | 0,55% | Akcje |
| Woodline Partners LP | $4 830 167 | 341 596 | 0,50% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $4 748 707 | 337 746 | 0,50% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 296 170 | 303 831 | 0,45% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $4 223 137 | 298 666 | 0,44% | Akcje |
| BlackRock, Inc. | $4 089 330 | 289 203 | 0,43% | Akcje |
| HSBC HOLDINGS PLC | $4 050 529 | 287 068 | 0,42% | Akcje |
| FRANKLIN RESOURCES INC | $3 619 472 | 255 974 | 0,38% | Akcje |
| RHUMBLINE ADVISERS | $3 556 415 | 251 516 | 0,37% | Akcje |
| Brandywine Global Investment Management, LLC | $3 457 651 | 242 472 | 0,36% | Akcje |
| Allianz Asset Management GmbH | $3 317 004 | 234 583 | 0,35% | Akcje |
| Invenomic Capital Management LP | $3 261 476 | 230 656 | 0,34% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 220 951 | 227 790 | 0,34% | Akcje |
| GREAT LAKES ADVISORS, LLC | $2 927 659 | 207 048 | 0,31% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $2 899 237 | 205 038 | 0,30% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 693 981 | 190 522 | 0,28% | Akcje |
| Swiss National Bank | $2 683 772 | 189 800 | 0,28% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 631 991 | 186 138 | 0,27% | Akcje |
| Swedbank AB | $2 418 647 | 171 050 | 0,25% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2 337 173 | 165 288 | 0,24% | Akcje |
| Foundry Partners, LLC | $2 233 020 | 247 289 | 0,23% | Akcje |
| Legal & General Group Plc | $2 070 336 | 146 417 | 0,22% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 952 734 | 138 100 | 0,20% | Opcja sprzedaży |
| ROYCE & ASSOCIATES LP | $1 937 081 | 136 993 | 0,20% | Akcje |
| WOLVERINE ASSET MANAGEMENT LLC | $1 859 269 | 131 490 | 0,19% | Akcje |
| ARMISTICE CAPITAL, LLC | $1 784 850 | 126 227 | 0,19% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $1 727 456 | 122 168 | 0,18% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 681 307 | 121 394 | 0,18% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 625 026 | 114 924 | 0,17% | Akcje |
| Quantinno Capital Management LP | $1 573 168 | 111 256 | 0,16% | Akcje |
| Vanguard Global Advisers, LLC | $1 545 092 | 109 271 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $1 495 731 | 107 995 | 0,16% | Akcje |
| JENNISON ASSOCIATES LLC | $1 467 591 | 103 790 | 0,15% | Akcje |
| EXCHANGE TRADED CONCEPTS, LLC | $1 332 554 | 94 240 | 0,14% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1 293 382 | 90 700 | 0,14% | Akcje |
| Cinctive Capital Management LP | $1 289 794 | 91 216 | 0,13% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 284 209 | 90 821 | 0,13% | Akcje |
| VANGUARD GROUP INC | $1 190 125 | 83 459 | 0,12% | Akcje |
| Gotham Asset Management, LLC | $1 186 615 | 83 919 | 0,12% | Akcje |
| B. Metzler seel. Sohn & Co. AG | $1 091 000 | 77 157 | 0,11% | Akcje |
| MORGAN STANLEY | $1 003 148 | 70 944 | 0,10% | Akcje |
| VOYA INVESTMENT MANAGEMENT LLC | $997 662 | 70 556 | 0,10% | Akcje |
| DGS Capital Management, LLC | $961 702 | 69 437 | 0,10% | Akcje |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $931 289 | 65 862 | 0,10% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $919 000 | 65 000 | 0,10% | Akcje |
| Mountain Lake Investment Management LLC | $898 625 | 63 552 | 0,09% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $897 989 | 63 507 | 0,09% | Akcje |
| Freestone Grove Partners LP | $870 600 | 61 570 | 0,09% | Akcje |
| Horizon Investments, LLC | $851 412 | 60 213 | 0,09% | Akcje |
| Walleye Trading LLC | $844 186 | 59 702 | 0,09% | Akcje |
| DENALI ADVISORS LLC | $826 554 | 58 455 | 0,09% | Akcje |
| MetLife Investment Management, LLC | $795 559 | 56 263 | 0,08% | Akcje |
| Jump Financial, LLC | $763 560 | 54 000 | 0,08% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $753 733 | 53 305 | 0,08% | Akcje |
| SummitTX Capital, L.P. | $747 030 | 52 831 | 0,08% | Akcje |
| Illinois Municipal Retirement Fund | $740 102 | 52 341 | 0,08% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $723 346 | 51 156 | 0,08% | Akcje |
| AlphaQuest LLC | $713 613 | 50 043 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $699 376 | 50 460 | 0,07% | Akcje |
| Mitsubishi UFJ Trust & Banking Corp | $692 917 | 49 004 | 0,07% | Akcje |
| GUIDANCE CAPITAL, INC | $676 879 | 44 649 | 0,07% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $633 104 | 44 774 | 0,07% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $615 189 | 43 507 | 0,06% | Akcje |
| Louisiana State Employees Retirement System | $591 052 | 41 800 | 0,06% | Akcje |
| State of Tennessee, Department of Treasury | $590 798 | 41 782 | 0,06% | Akcje |
| JANE STREET GROUP, LLC | $586 810 | 41 500 | 0,06% | Opcja sprzedaży |
| BARCLAYS PLC | $582 864 | 41 221 | 0,06% | Akcje |
| Bryce Point Capital, LLC | $570 354 | 35 034 | 0,06% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $562 122 | 39 754 | 0,06% | Akcje |
| Invesco Ltd. | $549 014 | 38 827 | 0,06% | Akcje |
| SEI INVESTMENTS CO | $492 020 | 34 802 | 0,05% | Akcje |
| State of Wyoming | $477 833 | 33 793 | 0,05% | Akcje |
Insiderzy spółki 67 insiderów · 31 dyrektorzy generalni · 31 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Denise Paulonis | President & CEO | 15 listopada 2024 M | 362 365 | 0 | 0 | $0 |
| Christian A. Brickman | President & CEO | 30 września 2021 M | 493 067 | 0 | 0 | $0 |
| Marlo Michelle Cormier Platz | Former SVP & CFO | 8 czerwca 2026 M | 138 145 | 0 | 1 | $-543 192 |
| Aaron E Alt | SVP, CFO & President-SBS | 15 listopada 2020 F | 98 853 | 0 | 0 | $0 |
| Donald T Grimes | SVP, CFO & COO | 12 grudnia 2017 F | 26 150 | 0 | 0 | $0 |
| Mark J Flaherty | SVP and CFO | 30 września 2016 F | 24 215 | 0 | 0 | $0 |
| David L Rea | SVP & CFO | 24 października 2007 A | 150 000 | 0 | 0 | $0 |
| Gary T Robinson | SVP, CFO and Treasurer | 24 listopada 2006 A | 750 | 0 | 0 | $0 |
| William J Cernugel | Senior Vice-President & CFO | 16 listopada 2006 D | 6 615 | 0 | 0 | $0 |
| Mark Gregory Spinks | President - Beauty Systems Group | 15 listopada 2024 M | 87 626 | 0 | 0 | $0 |
| Carrie S. Mcdermott | President-Sally Beauty Supply | 30 września 2018 F | 13 924 | 0 | 0 | $0 |
| Sharon M Leite | President-Sally Beauty Supply | 1 lutego 2017 F | 10 235 | 0 | 0 | $0 |
| Michael G Spinozzi | President-Sally Beauty Supply | 28 października 2013 F | 38 553 | 0 | 0 | $0 |
| Neil B Riemer | President of Armstrong McCall | 24 października 2007 A | 922 | 0 | 0 | $0 |
| Kim Mcintosh | GVP, CONTROLLER & CAO | 25 listopada 2024 S | 16 685 | 0 | 0 | $0 |
| Scott C Sherman | SVP & Chief Legal and HR Officer | 25 listopada 2024 S | 42 431 | 0 | 0 | $0 |
| Mary Beth Beth Edwards | SVP, Chief Transformation & Business Services Officer | 15 listopada 2024 M | 48 171 | 0 | 0 | $0 |
| John Howard Goss JR | SVP & President Sally Beauty | 15 listopada 2024 M | 74 134 | 0 | 0 | $0 |
| John M Henrich | SVP, Gen Counsel & Secretary | 15 listopada 2023 M | 39 349 | 0 | 0 | $0 |
| Pamela K Kohn | SVP, Chief Merchandising Officer | 15 listopada 2021 M | 37 548 | 0 | 0 | $0 |
| Kenneth Mark Newton | Interim Principal Acctng Offcr | 5 listopada 2019 A | 5 099 | 0 | 0 | $0 |
| Chad Selvidge | SVP & CMO | 1 listopada 2018 A | 14 801 | 0 | 0 | $0 |
| Brently G. Baxter | GVP, PAO & Controller | 1 listopada 2018 A | 6 706 | 0 | 0 | $0 |
| Matthew Olen Haltom | SVP, GC & Secretary | 1 listopada 2017 A | 19 578 | 0 | 0 | $0 |
| Janna Minton | GVP, CAO & Controller | 7 lutego 2017 M | 15 389 | 0 | 0 | $0 |
| Gary Winterhalter | Executive Chairman | 2 listopada 2015 S | 140 404 | 0 | 0 | $0 |
| Brian E. Walker | SVP and CHRO | 28 października 2015 A | 4 988 | 0 | 0 | $0 |
| Raal H Roos | SVP, Gen. Counsel & Secretary | 20 kwietnia 2012 M | 11 685 | 0 | 0 | $0 |
| Bennie Lowery | SVP & Gen. Merchandise Mgr. | 26 października 2011 A | 165 399 | 0 | 0 | $0 |
| Richard W Dowd | SVP of Distribution | 22 października 2008 A | 67 420 | 0 | 0 | $0 |
| Gary P Schmidt | SR. VP, Gen. Coun. & Sec. | 16 listopada 2006 D | 9 901 | 0 | 0 | $0 |
| Jeffrey N Boyer | Dyrektor | 22 stycznia 2026 M | 42 460 | 0 | 0 | $0 |
| James M Head | Dyrektor | 24 stycznia 2025 A | — | 0 | 0 | $0 |
| Erin Nealy Cox | Dyrektor | 24 stycznia 2025 A | 28 | 0 | 0 | $0 |
| James Grant Conroy | Dyrektor | 24 stycznia 2025 M | 12 376 | 0 | 0 | $0 |
| Rachel Rothe Bishop | Dyrektor | 24 stycznia 2025 M | 21 699 | 0 | 0 | $0 |
| Debra Golding Perelman | Dyrektor | 24 stycznia 2025 A | — | 0 | 0 | $0 |
| Lawrence Molloy | Dyrektor | 24 stycznia 2025 M | 15 470 | 0 | 0 | $0 |
| Linda Heasley | Dyrektor | 25 stycznia 2024 M | 62 290 | 0 | 0 | $0 |
| Edward W Rabin | Dyrektor | 26 stycznia 2023 M | 115 868 | 0 | 0 | $0 |
| Robert R Mcmaster | Dyrektor | 26 stycznia 2023 M | 175 876 | 0 | 0 | $0 |
| John A Miller | Dyrektor | 26 stycznia 2023 M | 139 923 | 0 | 0 | $0 |
| Marshall E Eisenberg | Dyrektor | 26 stycznia 2023 M | 175 868 | 0 | 0 | $0 |
| Susan R Mulder | Dyrektor | 28 stycznia 2022 M | 30 993 | 0 | 0 | $0 |
| Timothy R Baer | Dyrektor | 28 stycznia 2022 M | 23 034 | 0 | 0 | $0 |
| Kelly P. Mooney | Dyrektor | 15 listopada 2020 M | 16 842 | 0 | 0 | $0 |
| David W Gibbs | Dyrektor | 5 listopada 2019 A | 1 838 | 0 | 0 | $0 |
| Joseph C Magnacca | Dyrektor | 5 listopada 2019 A | 92 | 0 | 0 | $0 |
| Katherine Button Bell | Dyrektor | 1 listopada 2018 A | 122 | 0 | 0 | $0 |
| John R Golliher | Dyrektor | 30 września 2015 F | 33 080 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| CDRS Acquisition LLC, Clayton Dubilier & Rice Fund VII, L.P., CD&R Associates VII, Ltd., CD&R Associates VII, L.P., CD&R Investment Associates VII, Ltd., CD&R Parallel Fund VII, L.P., CD&R Parallel Fund Associates VII, Ltd. ×5 zgłoszenia | 23 lipca 2012 | — | Pierwotne zgłoszenie | — | SEC |
| Sageview Capital Master, L.P., Sageview Capital Partners (A), L.P., Sageview Capital Partners (B), L.P., Sageview Partners (C) (Master), L.P., Sageview Capital GenPar, L.P., Sageview Capital MGP, LLC, Edward A. Gilhuly, Scott M. Stuart ×2 zgłoszenia | 24 września 2008 | — | Pierwotne zgłoszenie | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 73 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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 1,46% | 577 078 SH | 8 sierpnia 2026 | Dziennie |
| MYLD · Cambria ETF Trust | 0,94% | 19 691 NS | 30 kwietnia 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 0,94% | 20 857 NS | 30 kwietnia 2026 | N-PORT |
| DEEP · ETF Series Solutions | 0,83% | 16 421 NS | 31 maja 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,61% | 8 883 SH | 8 sierpnia 2026 | Dziennie |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,61% | 78 893 NS | 30 kwietnia 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0,44% | 80 686 SH | 8 sierpnia 2026 | Dziennie |
| SVAL · iShares Trust | 0,43% | 55 525 SH | 8 sierpnia 2026 | Dziennie |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,31% | 22 922 NS | 31 maja 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,29% | 368 033 SH | 8 sierpnia 2026 | Dziennie |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,29% | 250 633 NS | 30 kwietnia 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,24% | 582 804 NS | 30 kwietnia 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 92 315 SH | 8 sierpnia 2026 | Dziennie |
| EBIT · Harbor ETF Trust | 0,17% | 1 376 NS | 30 kwietnia 2026 | N-PORT |
| IJS · iShares Trust | 0,16% | 847 774 SH | 8 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 245 135 SH | 8 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,14% | 202 449 SH | 8 sierpnia 2026 | Dziennie |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 936 201 NS | 31 maja 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,13% | 95 491 NS | 31 maja 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,13% | 2 580 868 NS | 31 maja 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 12 196 NS | 30 kwietnia 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,11% | 67 868 SH | 8 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,10% | 15 721 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,10% | 902 521 SH | 8 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,10% | 525 965 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,10% | 206 748 NS | 31 maja 2026 | N-PORT |
| XJR · iShares Trust | 0,10% | 11 342 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,09% | 85 240 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,08% | 5 821 534 SH | 8 sierpnia 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 140 509 NS | 30 kwietnia 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,08% | 370 535 SH | 8 sierpnia 2026 | Dziennie |
| ROSC · Lattice Strategies Trust | 0,08% | 3 063 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,07% | 704 365 NS | 30 kwietnia 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 334 788 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 36 089 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,06% | 111 199 SH | 8 sierpnia 2026 | Dziennie |
| SAA · ProShares Trust | 0,06% | 1 159 NS | 31 maja 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,05% | 64 708 NS | 30 kwietnia 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 2 511 160 SH | 8 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,05% | 20 609 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 559 520 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,03% | 336 540 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 4 670 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 14 931 NS | 31 maja 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 1 386 318 SH | 8 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 467 357 NS | 31 maja 2026 | N-PORT |
| TEXN · iShares Trust | 0,03% | 274 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,02% | 4 294 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 1 095 439 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,02% | 2 182 058 SH | 8 sierpnia 2026 | Dziennie |