VMI Valmont Industries, Inc. Common Stock
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Valmont Industries, Inc. – międzynarodowy koncern zajmujący się produkcją i eksportem wyrobów stalowych (aluminiowych), takich jak: słupy oświetleniowe, flagowe, telekomunikacyjne i energetyczne.
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Valmont Industries, Inc. – międzynarodowy koncern zajmujący się produkcją i eksportem wyrobów stalowych (aluminiowych), takich jak: słupy oświetleniowe, flagowe, telekomunikacyjne i energetyczne.
Siedziba główna znajduje się w USA, w Omaha, w stanie Nebraska.
Akcje Valmont Industries są notowane na New York Stock Exchange.
Historia
Początki koncernu sięgają 1946 roku, kiedy po II wojnie światowej, Marine i Robert B. Daugherty założyli małą fabrykę w Valley w stanie Nebraska (Valley Manufacturing).
W 1967 roku przedsiębiorstwo zmieniło nazwę na Valmont Industries, Inc.
Działalność w Polsce
Valmont swą działalność w Polsce rozpoczął w 1994 roku, w Siedlcach jako joint venture Valmont Industries, Inc. i Mostostal Siedlce S.A.
W 1997 roku powstała fabryka (ocynkownia), co pozwoliło na samodzielną produkcję ocynkowanych słupów oświetleniowych.
W następnych latach przedsiębiorstwo zwiększyło zatrudnienie do ponad 150 osób. Spółka działa w warunkach bardzo silnej konkurencji, dlatego szczególnym wyzwaniem było skrócenie czasu odpowiedzi do klienta i precyzyjne zdefiniowanie daty dostarczenia zamówienia. Firma oferuje pełne portfolio produktów realizowanych w modelu „engineer-to-order”, zakładającym pełne dostosowanie zamówienia do potrzeb i specyfikacji klienta, co wiąże się również z koniecznością potwierdzenia terminu finalnej realizacji. Wśród głównych celów projektu APS 4FACTORY, czyli wprowadzenia aplikacji do planowania i harmonogramowania produkcji Siemens Opcenter APS (dawniej Preactor APS), kierownictwo firmy wskazało również możliwość sprawnej i przejrzystej obserwacji efektów zmian zachodzących w planie produkcji.
Obecnie koncern działa w Polsce pod nazwą Valmont Polska Sp. z o.o.
Źródło: Wikipedia, CC BY-SA 4.0 · Zobacz w Wikipedii ↗
VMI Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
VMI Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 26 czerwca 2026 | $0,7700 |
| 27 marca 2026 | $0,7700 |
| 26 grudnia 2025 | $0,6800 |
| 26 września 2025 | $0,6800 |
| 27 czerwca 2025 | $0,6800 |
| 28 marca 2025 | $0,6800 |
| 27 grudnia 2024 | $0,6000 |
| 27 września 2024 | $0,6000 |
| 28 czerwca 2024 | $0,6000 |
| 27 marca 2024 | $0,6000 |
| 28 grudnia 2023 | $0,6000 |
| 28 września 2023 | $0,6000 |
| 29 czerwca 2023 | $0,6000 |
| 30 marca 2023 | $0,6000 |
| 29 grudnia 2022 | $0,5500 |
| 22 września 2022 | $0,5500 |
| 23 czerwca 2022 | $0,5500 |
| 24 marca 2022 | $0,5500 |
| 22 grudnia 2021 | $0,5000 |
| 23 września 2021 | $0,5000 |
VMI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 5 45,5%
- Kup 4 36,4%
- Trzymaj 2 18,2%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
4 analityków · 2026-08-17Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $6.14 | $5.86 | 0.28% |
| 31 marca 2026 | $5.51 | $4.78 | 0.73% |
| 31 grudnia 2025 | $8.84 | $5.01 | 3.8% |
| 30 września 2025 | $4.98 | $4.67 | 0.31% |
| 30 czerwca 2025 | $4.88 | $4.76 | 0.12% |
| 31 marca 2025 | $4.32 | $4.40 | -0.08% |
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 |
|---|---|---|---|---|---|---|
| VMI | — | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| MTZ | — | 42.9 | 16.2% | 2.8% | 12.9% | — |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | — |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| AGX | $4.84B | 35.6 | 8.1% | 14.6% | 32.2% | 20.5% |
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
| FLR | — | -127.8 | -5.0% | — | — | — |
| LGN | — | — | 21.5% | -2.3% | -30.5% | 21.0% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.10B | $4.08B | $4.17B | $4.35B | $3.50B | $2.90B | $2.77B | $2.76B | $2.75B | $2.52B | $2.62B | $3.12B | |
| Cost of Revenue | $2.86B | $2.83B | $2.94B | $3.22B | $2.62B | $2.13B | $2.08B | $2.09B | $2.06B | $1.87B | $2.00B | $2.32B | |
| Gross Profit | $1.24B | $1.24B | $1.24B | $1.13B | $884M | $766M | $683M | $668M | $682M | $656M | $621M | $808M | |
| R&D Expense | $33M | $59M | $55M | $46M | $37M | $21M | $14M | $12M | $12M | $8M | $12M | $14M | |
| SG&A Expense | $718M | $717M | $768M | $693M | $591M | $523M | $455M | $440M | $415M | $411M | $447M | $450M | |
| Operating Income | $416M | $525M | $292M | $433M | $287M | $226M | $228M | $212M | $267M | $245M | $132M | $358M | |
| Interest Expense | · | · | $57M | $48M | $43M | $41M | $40M | $44M | $45M | $44M | $45M | $37M | |
| Interest Income | $8M | $7M | $6M | $2M | $1M | $2M | $4M | $5M | $5M | $3M | $3M | $6M | |
| Other Non-op | $-9M | $-4M | $-11M | $13M | $13M | $3M | $2M | $2M | $-3M | $16M | $3M | $-4M | |
| Pretax Income | $378M | $469M | $236M | $364M | $260M | $193M | $200M | $153M | $228M | $220M | $93M | $284M | |
| Income Tax | $24M | $118M | $90M | $109M | $61M | $50M | $48M | $46M | $106M | $42M | $47M | $95M | |
| Net Income | $350M | $348M | $151M | $251M | $196M | $142M | $152M | $108M | $122M | $178M | $45M | $189M | |
| EPS (Basic) | $16.91 | $17.31 | $6.85 | $11.77 | $9.23 | $6.60 | $6.76 | $4.56 | $5.16 | $7.68 | $1.72 | $7.15 | |
| EPS (Diluted) | $16.79 | $17.19 | $6.78 | $11.62 | $9.10 | $6.57 | $6.73 | $4.53 | $5.11 | $7.63 | $1.71 | $7.09 | |
| Shares (Basic) | 19,795,000 | 20,122,000 | 20,956,000 | 21,311,000 | 21,193,000 | 21,315,000 | 21,659,000 | 22,306,000 | 22,520,000 | 22,562,000 | 23,288,000 | 25,719,000 | |
| Shares (Diluted) | 19,937,000 | 20,261,000 | 21,159,000 | 21,580,000 | 21,493,000 | 21,425,000 | 21,769,000 | 22,446,000 | 22,738,000 | 22,709,000 | 23,405,000 | 25,932,000 | |
| EBITDA | $504M | $620M | $390M | $530M | $379M | $309M | $320M | $285M | $351M | $326M | $223M | · |
Bilans 28
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $187M | $164M | $203M | $185M | $177M | $401M | $354M | $313M | $493M | $400M | $349M | $372M | |
| Receivables | $590M | $654M | $658M | $604M | $572M | $512M | $480M | $484M | $504M | $439M | $466M | $537M | |
| Inventory | $566M | $590M | $658M | $729M | $729M | $449M | $418M | $384M | $421M | $350M | $341M | $360M | |
| Prepaid Expense | $71M | $82M | $92M | $88M | $84M | $60M | $32M | $43M | $27M | $57M | $46M | $57M | |
| Current Assets | $1.72B | $1.68B | $1.79B | $1.78B | $1.71B | $1.55B | $1.43B | $1.34B | $1.47B | $1.25B | $1.23B | $1.39B | |
| PP&E (Net) | $674M | $589M | $617M | $596M | $599M | $598M | $558M | $514M | $519M | $518M | $532M | $606M | |
| PP&E (Gross) | $1.64B | $1.50B | $1.51B | $1.43B | $1.42B | $1.34B | $1.25B | $1.16B | $1.17B | $1.11B | $1.08B | $1.14B | |
| Accum. Depreciation | $967M | $913M | $896M | $838M | $823M | $744M | $687M | $647M | $647M | $587M | $549M | $533M | |
| Goodwill | $571M | $624M | $633M | $740M | $709M | $430M | $429M | $385M | $338M | $321M | $372M | $385M | |
| Intangibles | $121M | $134M | $151M | $177M | $175M | $167M | $176M | $176M | $139M | $144M | $170M | $202M | |
| Other Non-current Assets | $17M | $41M | $273M | $240M | $252M | $203M | $212M | $114M | $134M | $155M | $126M | $143M | |
| Total Assets | $3.37B | $3.33B | $3.48B | $3.56B | $3.45B | $2.95B | $2.81B | $2.58B | $2.60B | $2.39B | $2.39B | $2.72B | |
| Accounts Payable | $360M | $372M | $358M | $360M | $348M | $268M | $198M | $218M | $228M | $177M | $180M | $197M | |
| Accrued Liabilities | $157M | $132M | $147M | $124M | $109M | $90M | $84M | $92M | $81M | $90M | $106M | $88M | |
| Current Liabilities | $732M | $811M | $723M | $804M | $766M | $673M | $514M | $409M | $403M | $350M | $367M | $397M | |
| Capital Leases | $130M | $135M | $163M | $155M | $148M | $80M | $86M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $6M | $21M | $41M | $48M | $42M | $59M | $43M | $35M | $36M | $36M | $72M | |
| Other Non-current Liabilities | $35M | $27M | $13M | $13M | $90M | $59M | $9M | $10M | $21M | $15M | $40M | $46M | |
| Total Liabilities | $1.73B | $1.74B | $2.06B | $1.92B | · | · | · | · | · | · | · | · | |
| Long-term Debt | $796M | $731M | $1.11B | $872M | $952M | $731M | $766M | $743M | $755M | $756M | $758M | $768M | |
| Total Debt | $796M | $731M | $1.11B | $872M | $952M | $731M | $766M | $743M | $755M | $756M | $765M | · | |
| Common Stock | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | |
| Paid-in Capital | · | · | $0 | · | $1M | $335.0K | $0 | $0 | $0 | $0 | $0 | $0 | |
| Retained Earnings | $3.16B | $2.94B | $2.64B | $2.59B | $2.39B | $2.25B | $2.17B | $2.03B | $1.95B | $1.87B | $1.73B | $1.72B | |
| Treasury Stock | $1.26B | $1.09B | $1.04B | $765M | $774M | $781M | $744M | $693M | $590M | $613M | $572M | $410M | |
| AOCI | $-291M | $-333M | $-273M | $-275M | $-263M | $-310M | $-313M | $-303M | $-279M | $-346M | $-267M | $-134M | |
| Stockholders' Equity | $1.63B | $1.54B | $1.35B | $1.58B | $1.39B | $1.18B | $1.14B | $1.06B | $1.11B | $943M | $918M | $1.20B | |
| Liabilities + Equity | $3.37B | $3.33B | $3.48B | $3.56B | $3.45B | $2.95B | $2.81B | $2.53B | $2.60B | $2.39B | $2.39B | $2.73B |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $89M | $95M | $99M | $97M | $93M | $83M | $82M | $83M | $85M | $82M | $91M | $89M | |
| Stock-based Comp | $24M | $30M | $39M | $42M | $29M | $15M | $12M | $10M | $11M | $10M | $7M | $7M | |
| Deferred Tax | $-19M | $-25M | $-19M | $-1M | $71.0K | $-1M | $1M | $814.0K | $40M | $-24M | $5M | $5M | |
| Amort. of Intangibles | $11M | $14M | $19M | $22M | $21M | $18M | $18M | $15M | $16M | $16M | $18M | $18M | |
| Restructuring | $15M | · | $35M | $23M | $23M | $23M | $34M | $34M | $14M | $14M | $14M | · | |
| Other Non-cash | $13M | $124M | $37M | $-66M | $-253M | $78M | $50M | $-39M | $-112M | $-28M | $124M | · | |
| Operating Cash Flow | $456M | $573M | $307M | $326M | $66M | $316M | $308M | $153M | $133M | $233M | $272M | $174M | |
| CapEx | $145M | $79M | $97M | $93M | $108M | $107M | $97M | $72M | $55M | $58M | $45M | $73M | |
| Investing Cash Flow | $-143M | $-79M | $-115M | $-132M | $-417M | $-104M | $-168M | $-155M | $-50M | $-53M | $-48M | $-257M | |
| Debt Issued | $216M | $30M | $370M | $254M | $312M | $89M | $31M | $252M | $0 | $0 | $68M | $652M | |
| Net Debt Issued | $64M | $-378M | $235M | $-82M | $221M | $-33M | $20M | $-11M | $-887.0K | $-2M | $-1M | · | |
| Stock Repurchased | $198M | $70M | $345M | $40M | $26M | $56M | $63M | $115M | $0 | $54M | $169M | $395M | |
| Net Stock Activity | $-198M | $-70M | $-345M | $-40M | $-26M | $-56M | $-796M | $-733M | $-618M | $-618M | $-564M | · | |
| Dividends Paid | $52M | $48M | $50M | $46M | $41M | $37M | $33M | $34M | $34M | $34M | $35M | $32M | |
| Financing Cash Flow | $-299M | $-523M | $-176M | $-182M | $134M | $-174M | $-99M | $-162M | $-32M | $-95M | $-220M | $-140M | |
| Net Change in Cash | $23M | $-39M | $18M | $8M | $-223M | $47M | $40M | $-180M | $79M | $65M | $-23M | $-242M | |
| Taxes Paid | $84M | $126M | $104M | $93M | $60M | $55M | $44M | $47M | $64M | $48M | $33M | $111M | |
| Free Cash Flow | $311M | $493M | $210M | $233M | $-42M | $210M | $210M | $81M | $90M | $161M | $227M | · | |
| Levered FCF | · | · | $175M | $200M | $-74M | $179M | $180M | $50M | $67M | $125M | $205M | · |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.2% | 30.5% | 29.6% | 25.9% | 25.2% | 26.4% | 25.0% | 23.9% | 24.8% | 26.0% | 23.7% | · | |
| Operating Margin | 10.1% | 12.9% | 7.0% | 10.0% | 8.2% | 7.8% | 8.6% | 7.3% | 9.7% | 9.7% | 5.0% | · | |
| Net Margin | 8.5% | 8.6% | 3.6% | 5.9% | 5.7% | 4.9% | 5.8% | 3.6% | 4.5% | 7.1% | 1.7% | · | |
| Pretax Margin | 9.2% | 11.5% | 5.7% | 8.4% | 7.4% | 6.7% | 7.6% | 5.2% | 8.3% | 8.7% | 3.5% | · | |
| EBITDA Margin | 12.3% | 15.2% | 9.3% | 12.2% | 10.8% | 10.7% | 11.6% | 10.3% | 12.8% | 12.9% | 8.5% | · | |
| ROA | 10.5% | 10.2% | 4.3% | 7.3% | 6.2% | 4.9% | 6.0% | 3.9% | 4.9% | 7.5% | 1.8% | · | |
| ROE | 22.2% | 23.1% | 10.6% | 17.1% | 15.4% | 12.2% | 14.7% | 9.2% | 11.9% | 19.2% | 4.3% | · | |
| ROIC | 16.0% | 17.3% | 7.3% | 12.4% | 9.4% | 8.8% | 9.6% | 7.8% | 7.6% | 11.6% | 3.8% | · |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.1 | 2.5 | 2.2 | 2.2 | 2.3 | 2.7 | 3.3 | 3.7 | 3.6 | 3.3 | · | |
| Quick Ratio | 1.1 | 1.0 | 1.2 | 1.0 | 1.0 | 1.4 | 1.6 | 1.2 | 2.5 | 2.4 | 2.2 | · | |
| Debt / Equity | 0.5 | 0.5 | 0.8 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | · | |
| LT Debt / Equity | 0.5 | 0.5 | 0.8 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | · | |
| Interest Coverage | · | · | 5.1 | 9.1 | 6.7 | 5.5 | 5.9 | 4.6 | 6.0 | 5.5 | 3.0 | · |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.2 | 1.2 | 1.1 | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 | 1.0 | · | |
| Inventory Turnover | 5.0 | 4.5 | 4.2 | 4.4 | 4.4 | 4.9 | 5.5 | 5.5 | 5.4 | 5.4 | 5.7 | · | |
| Receivables Turnover | 6.6 | 6.2 | 6.6 | 7.4 | 6.5 | 5.8 | 5.7 | 5.6 | 5.8 | 5.6 | 5.2 | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.71% | -2.4% | -3.9% | 24.1% | 20.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.9% | 5.2% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -2.3% | 153.5% | -41.6% | 27.7% | 38.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 13.1% | 23.6% | 1.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 20.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 0.58% | 130.9% | -39.9% | 28.2% | 37.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.8% | 21.2% | 2.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 6
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.10B | $4.08B | $4.17B | $4.35B | $3.50B | $2.90B | $2.77B | $2.76B | $2.75B | $2.52B | $2.62B | $3.12B | |
| Net Income TTM | $350M | $348M | $151M | $251M | $196M | $142M | $152M | $108M | $122M | $178M | $45M | $189M | |
| P/E | 24.6 | 17.8 | 34.4 | 28.5 | 26.9 | 26.2 | 22.3 | 24.0 | 32.5 | 18.5 | 63.4 | 18.2 | |
| Earnings Yield | 4.1% | 5.6% | 2.9% | 3.5% | 3.7% | 3.8% | 4.5% | 4.2% | 3.1% | 5.4% | 1.6% | 5.5% | |
| Payout Ratio | 15.0% | 13.9% | 32.8% | 18.0% | 20.9% | 26.0% | 20.5% | 33.6% | 27.7% | 19.1% | 78.0% | · | |
| Annual Payout | $52M | $48M | $50M | $46M | $41M | $37M | $33M | $34M | $34M | $34M | $35M | $32M |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.12B | $1.03B | $1.04B | $1.05B | $1.05B | $969M | $1.04B | $1.02B | $1.04B | $978M | $1.02B | $1.05B | $1.06B | $1.13B | $1.10B | |
| Cost of Revenue | $778M | $712M | $729M | $728M | $729M | $678M | $724M | $718M | $719M | $672M | $733M | $735M | $754M | $833M | $812M | |
| Gross Profit | $341M | $317M | $309M | $318M | $321M | $291M | $313M | $302M | $320M | $306M | $283M | $315M | $309M | $299M | $285M | |
| SG&A Expense | $175M | $161M | $186M | $177M | $192M | $163M | $193M | $176M | $173M | $175M | $188M | $194M | $190M | $189M | $176M | |
| Operating Income | $166M | $156M | $117M | $141M | $29M | $128M | $120M | $126M | $147M | $132M | $64M | $-24M | $118M | $110M | $110M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $16M | · | $13M | $13M | · | $12M | |
| Interest Income | $1M | $1M | $2M | $2M | $2M | $3M | $2M | $2M | $1M | $2M | $2M | $3M | $830.0K | $996.0K | $507.0K | |
| Other Non-op | $737.0K | $-895.0K | $193.0K | $-3M | $-4M | $-3M | $138.0K | $-2M | $-1M | $-105.0K | $-6M | $165.0K | $-2M | $4M | $3M | |
| Pretax Income | $162M | $145M | $109M | $132M | $19M | $118M | $106M | $112M | $132M | $118M | $45M | $-35M | $105M | $69M | $101M | |
| Income Tax | $42M | $37M | $-60M | $30M | $22M | $31M | $27M | $30M | $31M | $30M | $11M | $15M | $32M | $28M | $28M | |
| Net Income | $120M | $108M | $168M | $99M | $-4M | $87M | $78M | $83M | $100M | $88M | $36M | $-49M | $75M | $38M | $73M | |
| EPS (Basic) | $6.19 | $5.55 | $9.07 | $5.02 | $-1.53 | $4.35 | $3.89 | $4.13 | $4.94 | $4.35 | $1.40 | $-2.34 | $3.50 | $1.89 | $3.38 | |
| EPS (Diluted) | $6.14 | $5.51 | $9.02 | $4.98 | $-1.53 | $4.32 | $3.85 | $4.11 | $4.91 | $4.32 | $1.38 | $-2.34 | $3.47 | $1.85 | $3.34 | |
| Shares (Basic) | 19,368,000 | 19,475,000 | -39,797,000 | 19,736,000 | 19,809,000 | 20,047,000 | -40,333,000 | 20,092,000 | 20,175,000 | 20,188,000 | -127,000 | 20,951,000 | 21,269,000 | -10,645 | 21,332 | |
| Shares (Diluted) | 19,520,000 | 19,616,000 | -39,944,000 | 19,876,000 | 19,809,000 | 20,196,000 | -40,586,000 | 20,234,000 | 20,292,000 | 20,321,000 | -131,000 | 20,951,000 | 21,512,000 | 44,854 | 21,605 | |
| EBITDA | $190M | $178M | · | $163M | $52M | $150M | · | $126M | $147M | $155M | · | $-24M | $143M | · | $110M |
Bilans 28
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $139M | $160M | $187M | $226M | $209M | $184M | $164M | $200M | $163M | $169M | · | $173M | $173M | · | $166M | |
| Receivables | $649M | $653M | $590M | $615M | $666M | $667M | $654M | $714M | $703M | $659M | · | $674M | $650M | · | $614M | |
| Inventory | $609M | $588M | $566M | $591M | $581M | $579M | $590M | $611M | $633M | $669M | · | $694M | $725M | · | $746M | |
| Prepaid Expense | $98M | $95M | $71M | $95M | $93M | $94M | $82M | $98M | $93M | $91M | · | $97M | $107M | · | $107M | |
| Current Assets | $1.78B | $1.77B | $1.72B | $1.76B | $1.74B | $1.72B | $1.68B | $1.81B | $1.78B | $1.78B | · | $1.81B | $1.82B | · | $1.85B | |
| PP&E (Net) | $693M | $686M | $674M | $643M | $622M | $604M | $589M | $609M | $604M | $608M | · | $604M | $599M | · | $597M | |
| PP&E (Gross) | $1.66B | $1.64B | $1.64B | $1.60B | $1.58B | $1.53B | $1.50B | $1.55B | $1.52B | $1.52B | · | $1.48B | $1.45B | · | $1.43B | |
| Accum. Depreciation | $966M | $954M | $967M | $954M | $957M | $931M | $913M | $943M | $920M | $909M | · | $873M | $850M | · | $830M | |
| Goodwill | $584M | $587M | $571M | $570M | $572M | $628M | $624M | $636M | $630M | $630M | $633M | $635M | $742M | $740M | $729M | |
| Intangibles | $117M | $120M | $121M | $123M | $127M | $133M | $134M | $142M | $143M | $146M | · | $140M | $172M | · | $183M | |
| Other Non-current Assets | $16M | $15M | $17M | $221M | $229M | $238M | $41M | $265M | $262M | $268M | · | $257M | $234M | · | $263M | |
| Total Assets | $3.47B | $3.44B | $3.37B | $3.37B | $3.35B | $3.38B | $3.33B | $3.50B | $3.46B | $3.47B | · | $3.49B | $3.60B | · | $3.62B | |
| Accounts Payable | $388M | $374M | $360M | $377M | $385M | $349M | $372M | $354M | $354M | $327M | · | $356M | $369M | · | $377M | |
| Accrued Liabilities | $140M | $173M | $157M | $157M | $145M | $141M | $132M | $155M | $140M | $149M | · | $146M | $131M | · | $136M | |
| Current Liabilities | $757M | $746M | $732M | $779M | $810M | $761M | $811M | $770M | $705M | $675M | · | $725M | $781M | · | $868M | |
| Capital Leases | $141M | $131M | $130M | $128M | $130M | $132M | $135M | $149M | $154M | $157M | · | $161M | $151M | · | $157M | |
| Deferred Tax | $17M | $12M | $5M | $7M | $5M | $7M | $6M | $8M | $19M | $27M | · | $21M | $45M | · | $49M | |
| Other Non-current Liabilities | $53M | $40M | $35M | $23M | $23M | $21M | $27M | $50M | $11M | $12M | · | $13M | $9M | · | $12M | |
| Total Liabilities | $1.73B | $1.75B | $1.73B | $1.70B | $1.73B | $1.68B | $1.74B | $1.91B | $1.94B | $2.01B | · | $1.93B | · | · | · | |
| Long-term Debt | $731M | · | $796M | $731M | $731M | $731M | $731M | $899M | $1.02B | $1.11B | · | $978M | $987M | · | $937M | |
| Total Debt | $731M | $790M | · | $731M | $731M | $731M | · | $899M | $1.02B | $1.11B | · | $978M | · | · | $937M | |
| Common Stock | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | · | $28M | $28M | · | $28M | |
| Paid-in Capital | · | · | · | · | · | · | · | $10M | $5M | $6M | · | · | · | · | $13M | |
| Retained Earnings | $3.35B | $3.24B | $3.16B | $3.04B | $2.96B | $3.00B | $2.94B | $2.88B | $2.81B | $2.72B | · | $2.66B | $2.64B | · | $2.57B | |
| Treasury Stock | $1.37B | $1.31B | $1.26B | $1.20B | $1.18B | $1.08B | $1.09B | $1.09B | $1.05B | $1.05B | · | $902M | $857M | · | $770M | |
| AOCI | $-287M | $-284M | $-291M | $-279M | $-279M | $-310M | $-333M | $-282M | $-314M | $-295M | · | $-282M | $-266M | · | $-328M | |
| Stockholders' Equity | $1.73B | $1.68B | $1.63B | $1.60B | $1.53B | $1.64B | $1.54B | $1.54B | $1.47B | $1.41B | $1.35B | $1.50B | $1.54B | $1.58B | $1.51B | |
| Liabilities + Equity | $3.47B | $3.44B | $3.37B | $3.37B | $3.35B | $3.38B | $3.33B | $3.50B | $3.46B | $3.47B | · | $3.49B | $3.60B | · | $3.62B |
Przepływy pieniężne 19
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $24M | $23M | $23M | $22M | $22M | $22M | $25M | $24M | $23M | $24M | $25M | $25M | $25M | $24M | $25M | |
| Stock-based Comp | $6M | $6M | $5M | $6M | $6M | $7M | $8M | $8M | $7M | $7M | $10M | $9M | $9M | $12M | $10M | |
| Deferred Tax | $6M | $16M | $-24M | $8M | $-13M | $10M | $-9M | $-16M | $-10M | $10M | $-6M | $-14M | $7M | $2M | $-5M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $3M | $3M | $4M | $4M | $5M | $5M | $5M | $5M | |
| Restructuring | · | · | $7M | $0 | $9M | · | · | · | · | · | $31M | $4M | · | · | · | |
| Other Non-cash | · | $-48M | · | · | · | $-61M | · | · | · | $-106M | · | · | $-92M | · | · | |
| Operating Cash Flow | $148M | $103M | $111M | $113M | $168M | $65M | $193M | $225M | $131M | $23M | $116M | $81M | $21M | $143M | $116M | |
| CapEx | $36M | $35M | $41M | $42M | $32M | $30M | $26M | $21M | $18M | $15M | $26M | $26M | $22M | $26M | $17M | |
| Investing Cash Flow | $-33M | $-43M | $-38M | $-40M | $-34M | $-30M | $-24M | $-19M | $-18M | $-19M | $-26M | $-55M | $-22M | $-26M | $-19M | |
| Debt Issued | $15M | $50M | $86M | $0 | $70M | $60M | $0 | $15M | $15M | $10.0K | $155M | $50M | $125M | $19M | $34M | |
| Net Debt Issued | · | $-6M | · | · | · | $-174.0K | · | · | · | $-165.0K | · | · | $114M | · | · | |
| Stock Repurchased | $60M | $58M | $72M | $26M | · | · | $15M | $40M | · | · | $179M | $32M | $111M | $20M | $11M | |
| Net Stock Activity | · | $-58M | · | · | · | · | · | · | · | · | · | · | $-111M | · | · | |
| Dividends Paid | $15M | $13M | $13M | $13M | $14M | $12M | $12M | $12M | $12M | $12M | $13M | $13M | $12M | $12M | $12M | |
| Financing Cash Flow | $-136M | $-87M | $-113M | $-55M | $-114M | $-17M | $-197M | $-175M | $-116M | $-35M | $-65M | $-17M | $-13M | $-103M | $-80M | |
| Net Change in Cash | $-21M | $-27M | $-39M | $18M | $24M | $20M | $-36M | $37M | $-6M | $-34M | $30M | $6M | $-12M | $19M | $12M | |
| Taxes Paid | $17M | $7M | $16M | $13M | $45M | $11M | $41M | $43M | $31M | $10M | $15M | $46M | $8M | $32M | $32M | |
| Free Cash Flow | · | $69M | · | · | · | $35M | · | · | · | $8M | · | · | $-1M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-4M | · | · | $-10M | · | · |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.5% | 30.8% | · | 30.4% | 30.6% | 30.0% | · | 29.6% | 30.8% | 31.3% | · | 30.0% | 29.0% | · | 26.0% | |
| Operating Margin | 14.8% | 15.1% | · | 13.5% | 2.8% | 13.2% | · | 12.3% | 14.2% | 13.5% | · | -2.3% | 11.2% | · | 10.0% | |
| Net Margin | 10.7% | 10.5% | · | 9.5% | -0.38% | 9.0% | · | 8.1% | 9.6% | 9.0% | · | -4.8% | 6.8% | · | 6.7% | |
| Pretax Margin | 14.5% | 14.1% | · | 12.6% | 1.8% | 12.2% | · | 11.0% | 12.7% | 12.1% | · | -3.3% | 9.9% | · | 9.2% | |
| EBITDA Margin | 17.0% | 17.3% | · | 15.6% | 4.9% | 15.5% | · | 12.3% | 14.2% | 15.9% | · | -2.3% | 13.5% | · | 10.0% | |
| ROA | 3.5% | 3.2% | · | 2.9% | -0.12% | 2.5% | · | 2.4% | 2.8% | 2.5% | · | -1.4% | · | · | 2.1% | |
| ROE | 7.4% | 6.5% | · | 6.3% | -0.27% | 5.7% | · | 5.5% | 6.5% | 6.0% | · | -3.3% | · | · | 5.1% | |
| ROIC | 5.0% | 4.7% | · | 4.7% | -0.22% | 4.0% | · | 3.8% | 4.5% | 3.9% | · | -1.4% | · | · | 3.2% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.4 | · | 2.3 | 2.2 | 2.3 | · | 2.3 | 2.5 | 2.6 | · | 2.5 | · | · | 2.1 | |
| Quick Ratio | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | · | · | 0.9 | |
| Debt / Equity | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.6 | 0.7 | 0.8 | · | 0.7 | · | · | 0.6 | |
| LT Debt / Equity | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.6 | 0.7 | 0.8 | · | 0.7 | · | · | 0.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.1 | · | -1.8 | 9.0 | · | 9.5 |
Efektywność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | · | · | 0.3 | |
| Inventory Turnover | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | · | · | 1.2 | |
| Receivables Turnover | 1.7 | 1.6 | · | 1.6 | 1.5 | 1.5 | · | 1.5 | 1.5 | 1.5 | · | 1.6 | · | · | 1.9 |
Wycena (TTM) 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.24B | $4.10B | · | $4.09B | $4.08B | $4.01B | · | $4.09B | $4.11B | $4.14B | · | $4.26B | $4.28B | · | $4.08B | |
| Net Income TTM | $323M | $290M | · | $265M | $266M | $358M | · | $222M | $228M | $203M | · | $188M | $288M | · | $265M | |
| P/E | 37.7 | 29.5 | · | 32.4 | 28.3 | 16.4 | · | 26.3 | 24.7 | 23.6 | · | 27.7 | 24.1 | · | 21.1 | |
| Earnings Yield | 2.6% | 3.4% | · | 3.1% | 3.5% | 6.1% | · | 3.8% | 4.0% | 4.2% | · | 3.6% | 4.2% | · | 4.7% | |
| Payout Ratio | · | 12.3% | · | · | · | 13.8% | · | · | · | 13.8% | · | · | 16.2% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-12-24 | |
|---|---|---|---|---|---|
| Przychody | $4.10B | $4.08B | $4.17B | $4.35B | $4.35B |
| Marża Brutto % | 30.2% | 30.5% | 29.6% | 25.9% | — |
| Marża Operacyjna % | 10.1% | 12.9% | 7.0% | 10.0% | — |
| Zysk netto | $350M | $348M | $151M | $251M | — |
| Rozwodniony EPS | $16.79 | $17.19 | $6.78 | $11.62 | — |
Bilans
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-12-24 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.5 | 0.5 | 0.8 | 0.6 | — |
| Wskaźnik bieżący | 2.4 | 2.1 | 2.5 | 2.2 | — |
| Wskaźnik Szybkości | 1.1 | 1.0 | 1.2 | 1.0 | — |
Przepływy pieniężne
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-12-24 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $311M | $493M | $210M | $233M | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 704 emitenci · $7.0B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 121 (+30 vs poprzedni kw.) | 64 (+18 vs poprzedni kw.) | 194 (-9 vs poprzedni kw.) | 217 (+23 vs poprzedni kw.) | +2.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $493 276 754 | 854 011 | 7,06% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $487 497 288 | 844 005 | 6,98% | Akcje |
| STATE STREET CORP | $381 502 404 | 659 625 | 5,46% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $283 215 479 | 490 332 | 4,05% | Akcje |
| EARNEST PARTNERS LLC | $220 465 299 | 381 692 | 3,16% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $210 821 147 | 364 995 | 3,02% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $200 760 405 | 347 486 | 2,87% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $195 135 229 | 337 838 | 2,79% | Akcje |
| Robert B. Daugherty Foundation | $144 400 000 | 250 000 | 2,07% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $142 306 705 | 246 376 | 2,04% | Akcje |
| NORGES BANK | $141 054 541 | 244 208 | 2,02% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $140 993 315 | 244 102 | 2,02% | Akcje |
| Pictet Asset Management Holding SA | $138 187 211 | 239 251 | 1,98% | Akcje |
| Impax Asset Management Group plc | $130 583 808 | 226 080 | 1,87% | Akcje |
| SEGALL BRYANT & HAMILL, LLC | $118 941 702 | 205 924 | 1,70% | Akcje |
| Quantinno Capital Management LP | $114 609 535 | 198 423 | 1,64% | Akcje |
| Ninety One UK Ltd | $109 743 388 | 189 999 | 1,57% | Akcje |
| FIRST TRUST ADVISORS LP | $101 566 916 | 175 843 | 1,45% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $90 871 498 | 157 326 | 1,30% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $88 187 391 | 152 679 | 1,26% | Akcje |
| Southpoint Capital Advisors LP | $86 640 000 | 150 000 | 1,24% | Akcje |
| Copeland Capital Management, LLC | $76 506 994 | 132 456 | 1,10% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $70 397 888 | 121 880 | 1,01% | Akcje |
| Point72 Asset Management, L.P. | $68 194 344 | 118 065 | 0,98% | Akcje |
| Mawer Investment Management Ltd. | $65 914 557 | 114 118 | 0,94% | Akcje |
| FMR LLC | $65 071 280 | 112 658 | 0,93% | Akcje |
| ROYCE & ASSOCIATES LP | $63 337 306 | 109 656 | 0,91% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $62 843 943 | 108 802 | 0,90% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $61 039 035 | 105 677 | 0,87% | Akcje |
| Greenhouse Funds LLLP | $55 771 323 | 96 557 | 0,80% | Akcje |
| STOREBRAND ASSET MANAGEMENT AS | $55 252 638 | 95 659 | 0,79% | Akcje |
| GOLDMAN SACHS GROUP INC | $51 344 597 | 88 893 | 0,74% | Akcje |
| CONGRESS ASSET MANAGEMENT CO | $50 333 715 | 87 143 | 0,72% | Akcje |
| JANUS HENDERSON GROUP PLC | $50 308 639 | 125 830 | 0,72% | Akcje |
| VANGUARD GROUP INC | $48 203 568 | 119 814 | 0,69% | Akcje |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $47 743 261 | 82 658 | 0,68% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $45 237 632 | 78 320 | 0,65% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $41 469 211 | 72 913 | 0,59% | Akcje |
| Gotham Asset Management, LLC | $41 409 299 | 71 692 | 0,59% | Akcje |
| Bornite Capital Management LP | $37 717 280 | 65 300 | 0,54% | Akcje |
| Boston Trust Walden Corp | $34 035 080 | 58 925 | 0,49% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $33 246 656 | 57 560 | 0,48% | Akcje |
| GABELLI FUNDS LLC | $32 861 397 | 56 893 | 0,47% | Akcje |
| Leeward Investments, LLC - MA | $32 447 258 | 56 176 | 0,46% | Akcje |
| HighTower Advisors, LLC | $30 854 017 | 53 418 | 0,44% | Akcje |
| Arbejdsmarkedets Tillaegspension | $29 249 664 | 50 640 | 0,42% | Akcje |
| RHUMBLINE ADVISERS | $29 112 734 | 50 403 | 0,42% | Akcje |
| TRILLIUM ASSET MANAGEMENT, LLC | $28 016 859 | 48 505 | 0,40% | Akcje |
| Retirement Systems of Alabama | $27 023 016 | 46 785 | 0,39% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $26 954 859 | 46 667 | 0,39% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $26 680 499 | 46 192 | 0,38% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $26 441 655 | 45 778 | 0,38% | Akcje |
| AMERIPRISE FINANCIAL INC | $24 227 006 | 41 943 | 0,35% | Akcje |
| Clearbridge Investments, LLC | $24 215 880 | 41 925 | 0,35% | Akcje |
| California Public Employees Retirement System | $24 116 533 | 41 753 | 0,35% | Akcje |
| Avalon Trust Co | $22 958 445 | 39 748 | 0,33% | Akcje |
| Swiss National Bank | $22 653 472 | 39 220 | 0,32% | Akcje |
| Caisse de depot et placement du Quebec | $22 461 709 | 38 888 | 0,32% | Akcje |
| CWM, LLC | $22 346 494 | 55 926 | 0,32% | Akcje |
| Grantham, Mayo, Van Otterloo & Co. LLC | $21 358 493 | 36 978 | 0,31% | Akcje |
| OPPENHEIMER & CO INC | $21 180 592 | 36 670 | 0,30% | Akcje |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $21 070 848 | 36 480 | 0,30% | Akcje |
| Qube Research & Technologies Ltd | $20 500 179 | 35 492 | 0,29% | Akcje |
| BLAIR WILLIAM & CO/IL | $19 850 939 | 34 368 | 0,28% | Akcje |
| D.A. DAVIDSON & CO. | $19 561 079 | 33 866 | 0,28% | Akcje |
| Pennant Select, LLC | $19 060 800 | 33 000 | 0,27% | Akcje |
| BANK OF AMERICA CORP /DE/ | $18 542 115 | 32 102 | 0,27% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $17 987 042 | 31 141 | 0,26% | Akcje |
| Squarepoint Ops LLC | $17 862 280 | 30 925 | 0,26% | Akcje |
| Pennant Investors, LP | $17 328 000 | 30 000 | 0,25% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $17 187 643 | 29 757 | 0,25% | Akcje |
| BlackRock, Inc. | $16 937 542 | 29 324 | 0,24% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $16 759 581 | 29 097 | 0,24% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $16 752 133 | 29 003 | 0,24% | Akcje |
| Ninety One North America, Inc. | $16 120 240 | 27 909 | 0,23% | Akcje |
| Corient Private Wealth LP | $15 722 727 | 27 221 | 0,23% | Akcje |
| Montanaro Asset Management Ltd | $14 930 960 | 25 850 | 0,21% | Akcje |
| OP Asset Management Ltd | $14 620 211 | 25 312 | 0,21% | Akcje |
| Delta Global Management LP | $14 368 378 | 24 876 | 0,21% | Akcje |
| WealthPlan Investment Management, LLC | $14 217 879 | 24 615 | 0,20% | Akcje |
| CRAWFORD INVESTMENT COUNSEL INC | $13 768 953 | 23 838 | 0,20% | Akcje |
| Orion Portfolio Solutions, LLC | $13 590 346 | 47 624 | 0,19% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $13 221 841 | 22 891 | 0,19% | Akcje |
| De Lisle Partners LLP | $13 179 654 | 22 800 | 0,19% | Akcje |
| MORGAN STANLEY | $11 832 136 | 20 485 | 0,17% | Akcje |
| Pier Capital, LLC | $11 690 046 | 20 239 | 0,17% | Akcje |
| D. E. Shaw & Co., Inc. | $11 567 018 | 20 026 | 0,17% | Akcje |
| SCOPUS ASSET MANAGEMENT, L.P. | $11 552 000 | 20 000 | 0,17% | Opcja sprzedaży |
| Raiffeisen Bank International AG | $11 467 400 | 20 000 | 0,16% | Akcje |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $11 299 589 | 19 563 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $10 980 983 | 27 482 | 0,16% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 922 994 | 18 911 | 0,16% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $10 752 509 | 18 616 | 0,15% | Akcje |
| VAN ECK ASSOCIATES CORP | $10 589 718 | 18 334 | 0,15% | Akcje |
| DANSKE BANK A/S | $10 339 040 | 17 900 | 0,15% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 716 387 | 16 822 | 0,14% | Akcje |
| Covea Finance | $9 703 680 | 16 800 | 0,14% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 588 160 | 16 600 | 0,14% | Opcja kupna |
| RAYMOND JAMES FINANCIAL INC | $9 556 878 | 16 546 | 0,14% | Akcje |
| IEQ CAPITAL, LLC | $9 522 215 | 16 486 | 0,14% | Akcje |
Insiderzy spółki 56 insiderów · 33 dyrektorzy generalni · 19 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Avner M Applbaum | President and CEO | 31 lipca 2026 F | 26 031 | 0 | 0 | $0 |
| Stephen G Kaniewski | President and CEO | 14 marca 2023 M | 71 857 | 0 | 0 | $0 |
| John L Schwietz | Executive VP and CFO | 29 lipca 2026 F | 2 968 | 1 | 0 | $101 117 |
| Thomas Liguori | EVP, CFO | 23 lutego 2026 F | 2 432 | 0 | 0 | $0 |
| Terry Mcclain | Sr. VP & CFO | 9 sierpnia 2012 M | 41 452 | 0 | 0 | $0 |
| Gregory Richard Turi | President, Infrastructure | 23 lutego 2026 F | 5 100 | 0 | 0 | $0 |
| James Christopher Colwell | President, Infrastructure | 23 lutego 2026 F | 7 929 | 0 | 1 | $-154 005 |
| John Timothy Donahue | Group President Infrastructure | 27 lutego 2025 F | 17 198 | 0 | 0 | $0 |
| Jennifer Paisley | Chief People Officer | 23 lutego 2026 F | 2 998 | 0 | 0 | $0 |
| Renee L Campbell | SVP, Capital Markets & Risk | 23 lutego 2026 D | 4 844 | 0 | 0 | $0 |
| Darryl R Matthews | Group Pres. Global Agriculture | 23 lutego 2026 F | 1 404 | 0 | 0 | $0 |
| Andrew R Massey | VP, Legal and Corp. Secretary | 23 lutego 2026 F | 10 827 | 0 | 0 | $0 |
| William Eric Johnson | Chief Accounting Officer | 15 grudnia 2025 A | 806 | 0 | 0 | $0 |
| Ellen S Dasher | VP, Global Taxation | 15 grudnia 2025 A | 6 528 | 0 | 0 | $0 |
| Timothy P Francis | Chief Accounting Officer | 1 sierpnia 2025 M | 9 746 | 0 | 0 | $0 |
| Diane M Larkin | EVP, Global Operations | 24 lutego 2025 F | 9 188 | 0 | 0 | $0 |
| Thomas Mitchell Parnell | EVP, Human Resources | 14 sierpnia 2024 S | 4 677 | 0 | 0 | $0 |
| Aaron M Schapper | Former Group Pres. Agri. & CSO | 10 maja 2024 M | 25 825 | 0 | 0 | $0 |
| Gene Padgett | CAO | 1 listopada 2023 F | 270 | 0 | 0 | $0 |
| Claudio Laterreur | SVP IT / CIO | 27 lutego 2023 F | 4 023 | 0 | 0 | $0 |
| Teresa M Hecker | VP, Internal Audit | 9 marca 2021 A | 1 255 | 0 | 0 | $0 |
| Vanessa Kay Brown | Sr VP Human Resources | 19 grudnia 2018 F | 12 620 | 0 | 0 | $0 |
| John A Kehoe | Sr VP Info Technology and CIO | 12 września 2018 M | 1 920 | 0 | 0 | $0 |
| Barry A. Ruffalo | EVP Operational Excellence | 10 marca 2017 M | 5 419 | 0 | 0 | $0 |
| Todd G Atkinson | Executive Vice President | 27 kwietnia 2015 M | 12 511 | 0 | 0 | $0 |
| Walter Pasko | VP Procurement | 8 grudnia 2014 A | 3 252 | 0 | 0 | $0 |
| Brian J Desigio | VP Corporate Development | 7 maja 2013 M | 4 772 | 0 | 0 | $0 |
| Robert E Meaney | Sr VP & Corp Secretary | 28 kwietnia 2011 S | 41 827 | 0 | 0 | $0 |
| John G Graboski | VP Human Resources | 21 lutego 2011 A | 3 773 | 0 | 0 | $0 |
| Steven G Branscombe | VP Information Technology | 22 lutego 2010 A | 11 129 | 0 | 0 | $0 |
| Mark Treinen | V.P.-Business Dev. | 16 grudnia 2007 A | 0 | 0 | 0 | $0 |
| Ann Ashford | Vice President-Corporate HR | 28 marca 2007 S | 13 370 | 0 | 0 | $0 |
| Thomas P Pogge | VP - General Counsel | 9 maja 2006 M | 4 414 | 0 | 0 | $0 |
| Theodor Werner Freye | Dyrektor | 27 lipca 2026 S | 2 805 | 0 | 1 | $-396 000 |
| Mogens C Bay | Dyrektor | 27 kwietnia 2026 A | 112 650 | 0 | 5 | $-8 615 941 |
| Joan Robinson-Berry | Dyrektor | 30 października 2025 G | 2 487 | 0 | 0 | $0 |
| Richard Andrew Lanoha | Dyrektor | 28 kwietnia 2025 A | 3 335 | 0 | 0 | $0 |
| Deborah H Caplan | Dyrektor | 28 kwietnia 2025 A | 579 | 0 | 0 | $0 |
| Ritu Favre | Dyrektor | 28 kwietnia 2025 A | 2 668 | 0 | 0 | $0 |
| James B. Milliken | Dyrektor | 28 kwietnia 2025 A | 8 561 | 0 | 0 | $0 |
| Kaj Den Daas | Dyrektor | 18 listopada 2024 S | 8 644 | 0 | 0 | $0 |
| Clark T. Randt Jr. | Dyrektor | 27 kwietnia 2022 F | 8 346 | 0 | 0 | $0 |
| Walter Scott JR | Dyrektor | 27 kwietnia 2021 A | 138 283 | 0 | 0 | $0 |
| Donna M Milrod | Dyrektor | 30 kwietnia 2019 A | 1 247 | 0 | 0 | $0 |
| Kenneth E Stinson | Dyrektor | 25 kwietnia 2017 A | 67 328 | 0 | 0 | $0 |
| Glen A Barton | Dyrektor | 29 kwietnia 2014 A | 23 718 | 0 | 0 | $0 |
| Stephen R Lewis JR | Dyrektor | 26 lipca 2012 S | 11 615 | 0 | 0 | $0 |
| Thomas F Madison | Dyrektor | 1 kwietnia 2010 M | 56 536 | 0 | 0 | $0 |
| John E Jones | Dyrektor | 25 lutego 2008 M | 49 448 | 0 | 0 | $0 |
| Charles D Peebler JR | Dyrektor | 23 kwietnia 2007 A | 43 448 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 1 akcja
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 |
|---|---|---|---|---|---|
| Robert B. Daugherty Charitable Foundation ×9 zgłoszenia | 24 kwietnia 2013 | — | 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 118 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 |
|---|---|---|---|---|
| CSMD · Professionally Managed Portfolios | 3,80% | 32 392 NS | 30 kwietnia 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 2,66% | 11 563 NS | 31 maja 2026 | N-PORT |
| PKB · Invesco Exchange-Traded Fund Trust | 2,55% | 19 589 SH | 8 sierpnia 2026 | Dziennie |
| EPSB · Harbor ETF Trust | 2,32% | 213 NS | 30 kwietnia 2026 | N-PORT |
| CTEX · ProShares Trust | 2,08% | 295 NS | 31 maja 2026 | N-PORT |
| PHO · Invesco Exchange-Traded Fund Trust | 1,85% | 78 513 SH | 8 sierpnia 2026 | Dziennie |
| POWR · iShares, Inc. | 1,23% | 11 422 SH | 8 sierpnia 2026 | Dziennie |
| TAX · EA Series Trust | 1,11% | 542 NS | 29 maja 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,06% | 121 113 SH | 8 sierpnia 2026 | Dziennie |
| AIPO · Tidal Trust II | 0,97% | 14 083 NS | 31 maja 2026 | N-PORT |
| CCSO · Tidal Trust II | 0,81% | 745 NS | 30 kwietnia 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 0,70% | 106 906 SH | 8 sierpnia 2026 | Dziennie |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,67% | 6 864 NS | 30 kwietnia 2026 | N-PORT |
| PAVE · Global X Funds | 0,55% | 144 506 NS | 31 maja 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,46% | 1 779 SH | 8 sierpnia 2026 | Dziennie |
| MIDE · DBX ETF Trust | 0,42% | 27 NS | 29 maja 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 2 562 NS | 30 kwietnia 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,38% | 3 158 SH | 8 sierpnia 2026 | Dziennie |
| PAMC · Pacer Funds Trust | 0,37% | 463 NS | 30 kwietnia 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,35% | 11 494 SH | 8 sierpnia 2026 | Dziennie |
| IFRA · iShares Trust | 0,34% | 32 004 SH | 8 sierpnia 2026 | Dziennie |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,33% | 1 033 NS | 31 maja 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,32% | 802 NS | 30 kwietnia 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,31% | 31 374 SH | 8 sierpnia 2026 | Dziennie |
| IJK · iShares Trust | 0,31% | 68 075 SH | 8 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | 0,30% | 2 630 SH | 8 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,30% | 2 658 SH | 8 sierpnia 2026 | Dziennie |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,29% | 3 513 NS | 31 maja 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,29% | 2 243 NS | 30 kwietnia 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,28% | 47 409 NS | 31 maja 2026 | N-PORT |
| IJH · iShares Trust | 0,26% | 669 713 SH | 8 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,26% | 6 814 NS | 30 kwietnia 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,26% | 6 668 SH | 8 sierpnia 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,26% | 3 141 NS | 30 kwietnia 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,25% | 1 294 NS | 29 maja 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,25% | 4 030 NS | 30 kwietnia 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,23% | 268 467 SH | 8 sierpnia 2026 | Dziennie |
| MVV · ProShares Trust | 0,22% | 682 NS | 31 maja 2026 | N-PORT |
| IJJ · iShares Trust | 0,22% | 39 549 SH | 8 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,22% | 94 638 NS | 31 maja 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8 135 NS | 30 kwietnia 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,20% | 1 888 NS | 30 kwietnia 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,20% | 327 NS | 30 kwietnia 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,19% | 8 903 NS | 30 kwietnia 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 2 302 SH | 8 sierpnia 2026 | Dziennie |
| SCHM · SCHWAB STRATEGIC TRUST | 0,19% | 53 270 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 52 244 NS | 30 kwietnia 2026 | N-PORT |
| ISCG · iShares Trust | 0,18% | 3 717 SH | 8 sierpnia 2026 | Dziennie |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,18% | 44 170 NS | 31 maja 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,17% | 7 171 NS | 31 maja 2026 | N-PORT |