WLDN Willdan Group, Inc. - Common Stock
$82,38
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 7, 2026
Zakres 52 tyg.
$65–$137
24% of range
Ocena Analityków
BUY
9 analysts
Cena Docelowa
$138
+67% upside
P/E (TTM)
23.6
ROE
19.5%
Marża Zysku Netto
7.7%
O Willdan Group, Inc. - Common Stock Przegląd firmy z Wikipedii
Willdan Group, Inc. (Willdan) is an American publicly traded company selling professional technical and consulting services to public and private utilities, public agencies at all levels of government, and commercial and industrial firms. The company operates offices in more than a dozen states, with its key operations in California and New York.
Czytaj więcej
Willdan Group, Inc. (Willdan) is an American publicly traded company selling professional technical and consulting services to public and private utilities, public agencies at all levels of government, and commercial and industrial firms. The company operates offices in more than a dozen states, with its key operations in California and New York.
## History
In 1964, the company was built by William Stookey and Dan Heil in southern California on a then-unique model of providing outsourced engineering services exclusively to municipalities, especially newly urbanizing cities.
Over the next 50 years, the company's expansion has reflected the increasingly complex challenges facing communities, with a forward-looking focus on energy efficiency, energy engineering, cogeneration, Energy Savings Performance Contract, Community Choice Aggregation, smart city, microgrid consulting, and Transactive energy software.
In 2006, Willdan Group, Inc. completed its initial public offerings in NASDAQ, becoming a publicly traded company under the symbol WLDN.
In 2008, Willdan acquired Intergy Corporation, then renamed Willdan Energy Solutions, offering energy efficiency utility program management.
In 2015, Willdan acquired 360 Energy Engineers and Abacus Resource Management, expanding its capabilities into Energy Service Company and Energy Savings Performance Contract services.
Willdan acquired NYC-based Genesys Engineering, P.C., in 2016, bringing Power Engineering services into its portfolio, with an eye to evolution of U.S. power systems toward Distributed generation and microgrids.
The big data analytics firm Integral Analytics, Inc. (IA) was acquired by Willdan in July 2017. IA's software solutions help investor-owned utility and smart city managers solve problems arising from the transformation of an electrical grid facing growth in distributed generation sources, such as solar power and electric vehicles, effectively harnessing the power of renewable energy and energy storage.
The energy engineering and sustainability firm of Newcomb Anderson McCormick, Inc. was acquired by Willdan in April 2018, bringing strong relationships as a long-term energy efficiency, renewable energy, and green buildings consultant for the University of California, California State University, and California Community Colleges System, and with San Francisco Bay Area public agencies and utilities.
With its November, 2018, acquisition of Lime Energy, Willdan further expanded its presence in the energy market. Lime Energy has delivered energy efficiency programs for 10 of the 25 largest electric utilities and five of the 10 largest municipal utilities in the U.S.
Acquisition of The Weidt Group in March 2019 added energy engineering for new construction and a strong presence in the Upper Midwest. In July 2019, Willdan entered a $200 million expanded credit facility to fund future acquisitions, and also announced its acquisition of Onsite Energy Corporation, adding industrial sector clients for Willdan's energy efficiency services.
In October 2019 Willdan announced the acquisition of Energy and Environmental Economics, Inc (E3), a data-driven energy analysis and strategy consulting firm headquartered in San Francisco, California. E3 has more than 70 employees across offices in San Francisco, Boston, and New York. E3 generated approximately $16 million in revenue in 2018.
Willdan acquired Alternative Power Generation, Inc. (APG), an electrical engineering and construction management firm, in a stock purchase in March, 2025. APG adds significant expertise in data center substation design and construction management, microgrids, EV charging stations, and renewable energy projects for the commercial sector. In 2024, APG generated approximately $37 million in revenue.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
WLDN Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$82.38
Kapitalizacja Rynkowa
$1.22B
P/E (TTM)
23.6
EPS (TTM)
$3.49
Przychody (TTM)
$682M
Stopa dywidendy
—
ROE
19.5%
D/E Dług/Kapitał
0.2
Zakres 52 tyg.
$65 – $137
WLDN 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
$682M
2023-12-29
→
2026-01-02
EPS
$3.49
2023-12-29
→
2026-01-02
Wolny przepływ pieniężny
$71M
2023-12-29
→
2026-01-02
Marże
7.7%
2023-12-29
→
2026-01-02
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
WLDN
Mediana porównawcza
P/E (TTM)
23.6
23.4
P/S (TTM)
1.8
1.6
P/B
4.0
3.7
EV / EBITDA
19.1
—
Price / FCF (Cena / FCF)
17.2
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
WLDN
Mediana porównawcza
Gross Margin (Marża brutto)
37.5%
47.8%
Operating Margin (Marża Operacyjna)
6.5%
—
Net Profit Margin (Marża Zysku Netto)
7.7%
2.3%
ROA
10.4%
3.9%
ROE
19.5%
9.8%
ROIC
16.3%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
WLDN
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.2
992.7
Current Ratio (Wskaźnik bieżący)
1.6
0.9
Quick Ratio (Wskaźnik Szybkości)
0.8
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
WLDN
Mediana porównawcza
Revenue YoY (Przychody R/R)
20.5%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
16.7%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
11.8%
—
EPS YoY
120.9%
—
Net Income YoY (Zysk Netto R/R)
132.9%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
WLDN
Mediana porównawcza
WLDN Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
9 analityków
- Mocne kupno 3 33,3%
- Kup 5 55,6%
- Trzymaj 1 11,1%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
2 analityków · 2026-08-14
Mediana
$137.50
← Poniżej wszystkich celów
$82.38
Niski
$130.00
Wysoki
$145.00
Średni cel
$137.50
+66,9%
Średnia cel
$137.50
+66,9%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.47%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $2.07 | $1.32 | 0.75% |
| 31 marca 2026 | $0.91 | $0.85 | 0.06% |
| 31 grudnia 2025 | $1.57 | $0.86 | 0.71% |
| 30 września 2025 | $1.21 | $0.85 | 0.36% |
| 30 czerwca 2025 | $1.50 | $0.73 | 0.77% |
| 31 marca 2025 | $0.63 | $0.45 | 0.18% |
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 |
|---|---|---|---|---|---|---|
| WLDN | $1.57B | 30.6 | 20.5% | 7.7% | 19.5% | 37.5% |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
| BKSY | — | -9.0 | 4.4% | — | — | — |
| RHLD | $1.75B | -299.2 | 9.9% | -1.3% | -206.6% | 56.3% |
| CRAI | $1.31B | 24.6 | 9.3% | 7.3% | 26.7% | — |
| FBYD | — | — | — | — | — | — |
| LZ | $1.76B | 124.1 | 10.9% | 2.0% | 8.4% | 65.9% |
| MG | — | 23.9 | -0.77% | 2.3% | 7.8% | 28.2% |
| SPIR | — | 5.0 | -35.2% | 71.7% | 39.1% | 40.8% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $682M | $566M | $510M | $429M | $354M | $391M | $443M | $272M | $273M | $209M | $135M | $108M | |
| Cost of Revenue | $426M | $363M | $330M | $286M | $218M | $262M | $308M | $179M | $197M | $143M | $82M | $64M | |
| Gross Profit | $256M | $203M | $180M | $144M | $136M | · | · | · | · | · | · | · | |
| Operating Expenses | $212M | $171M | $158M | $151M | $145M | $146M | $126M | $80M | $63M | $54M | $45M | $36M | |
| Operating Income | $44M | $31M | $22M | $-7M | $-9M | $-16M | $9M | $13M | $14M | $12M | $8M | $8M | |
| Interest Expense | · | · | · | · | $4M | $5M | $5M | $700.0K | $111.0K | $179.0K | $207.0K | $16.0K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | $8.0K | |
| Other Non-op | $2M | $3M | $2M | $939.0K | $156.0K | $2M | $193.0K | $90.0K | $98.0K | $2.0K | $18.0K | $125.0K | |
| Pretax Income | $40M | $27M | $15M | $-11M | $-12M | $-20M | $5M | $12M | $14M | $11M | $7M | $8M | |
| Income Tax | $-13M | $4M | $4M | $-3M | $-4M | $-5M | $-185.0K | $2M | $2M | $3M | $3M | $-990.0K | |
| Net Income | $53M | $23M | $11M | $-8M | $-8M | $-14M | $5M | $10M | $12M | $8M | $4M | · | |
| EPS (Basic) | $3.63 | $1.63 | $0.82 | $-0.65 | $-0.68 | $-1.23 | $0.43 | $1.08 | $1.42 | $1.01 | $0.54 | $1.26 | |
| EPS (Diluted) | $3.49 | $1.58 | $0.80 | $-0.65 | $-0.68 | $-1.23 | $0.41 | $1.03 | $1.32 | $0.97 | $0.52 | $1.22 | |
| Shares (Basic) | 14,461,000 | 13,818,000 | 13,394,000 | 13,013,000 | 12,458,000 | 11,793,000 | 11,162,000 | 9,264,000 | 8,541,000 | 8,219,000 | 7,834,000 | 7,488,000 | |
| Shares (Diluted) | 15,071,000 | 14,245,000 | 13,606,000 | 13,013,000 | 12,458,000 | 11,793,000 | 11,766,000 | 9,763,000 | 9,155,000 | 8,565,000 | 8,113,000 | 7,739,000 | |
| EBITDA | $63M | $46M | $39M | $10M | $8M | $3M | $25M | $19M | $18M | $15M | $10M | $9M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $66M | $74M | $23M | $9M | $11M | $28M | $5M | $15M | $14M | $23M | $16M | $18M | |
| Receivables | $65M | $66M | $70M | $60M | $67M | $53M | $58M | $61M | $38M | $30M | $18M | $13M | |
| Prepaid Expense | $8M | $5M | $4M | $6M | $5M | $6M | $6M | $6M | $4M | $3M | $2M | $2M | |
| Current Assets | $252M | $236M | $192M | $174M | $149M | $156M | $175M | $136M | $83M | $75M | $51M | $46M | |
| PP&E (Net) | · | · | · | · | $17M | $13M | $12M | $8M | $5M | $5M | $4M | $1M | |
| PP&E (Gross) | · | · | · | · | $40M | $31M | $27M | $20M | $16M | $14M | $12M | $11M | |
| Accum. Depreciation | · | · | · | · | $23M | $18M | $15M | $12M | $10M | $9M | $8M | $10M | |
| Goodwill | $180M | $141M | $131M | $130M | $130M | $130M | $128M | $98M | $38M | $22M | $16M | $0 | |
| Intangibles | $36M | $29M | $32M | $41M | $53M | $64M | $77M | $44M | $11M | $6M | $2M | · | |
| Other Non-current Assets | $3M | $2M | $5M | $11M | $14M | $6M | $16M | $2M | $826.0K | $707.0K | $504.0K | $535.0K | |
| Total Assets | $544M | $465M | $416M | $410M | $394M | $403M | $440M | $301M | $138M | $108M | $72M | $49M | |
| Accounts Payable | $46M | $34M | $33M | $29M | $37M | $41M | $34M | $37M | $21M | $17M | $6M | $3M | |
| Accrued Liabilities | $82M | $63M | $54M | $59M | $36M | $34M | $68M | $37M | $23M | $19M | $10M | $11M | |
| Short-term Debt | $2M | $10M | $8M | $17M | $15M | $15M | $14M | $9M | $383.0K | $4M | $4M | $355.0K | |
| Current Liabilities | $162M | $138M | $115M | $127M | $117M | $117M | $132M | $91M | $56M | $51M | $28M | $18M | |
| Capital Leases | $14M | $10M | $10M | $9M | $11M | $16M | $18M | $224.0K | $160.0K | $210.0K | $255.0K | $306.0K | |
| Deferred Tax | · | · | · | · | · | · | · | · | $2M | $2M | $331.0K | · | |
| Other Non-current Liabilities | $69.0K | $462.0K | $1M | $259.0K | $78.0K | $128.0K | $533.0K | $534.0K | $363.0K | · | · | · | |
| Total Liabilities | $239M | $231M | $216M | $228M | $215M | $234M | $273M | $157M | $68M | $58M | $35M | $19M | |
| Long-term Debt | $48M | $89M | $97M | $107M | $101M | $113M | $130M | $71M | · | · | · | · | |
| Total Debt | $51M | $100M | $106M | $124M | $15M | $15M | $14M | $9M | $383.0K | $4M | $4M | $355.0K | |
| Common Stock | $148.0K | $142.0K | $137.0K | $133.0K | $128.0K | $122.0K | $115.0K | $110.0K | $88.0K | $83.0K | $79.0K | $76.0K | |
| Retained Earnings | $90M | $37M | $15M | $4M | $12M | $21M | $35M | $30M | $20M | $7M | $-840.0K | $-5M | |
| AOCI | $-270.0K | $-314.0K | $-664.0K | · | $-38.0K | $-488.0K | $-396.0K | · | · | · | · | · | |
| Stockholders' Equity | $305M | $234M | $200M | $182M | $179M | $169M | $167M | $144M | $71M | $50M | $38M | $30M | |
| Liabilities + Equity | $544M | $465M | $416M | $410M | $394M | $403M | $440M | $301M | $138M | $108M | $72M | $49M | |
| Shares Outstanding | 14,762,000 | 14,169,000 | 13,682,000 | 13,296,000 | 12,804,000 | 12,160,000 | 11,497,000 | 10,968,000 | 8,799,000 | 8,348,000 | 7,904,000 | 7,635,000 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $15M | $16M | $17M | $17M | $19M | $15M | $6M | $4M | $3M | $2M | $460.0K | |
| Stock-based Comp | $12M | $7M | $5M | $8M | $17M | $16M | $12M | $6M | $3M | $1M | $777.0K | $258.0K | |
| Deferred Tax | $-13M | $3M | $3M | $-2M | $-3M | $-5M | $-209.0K | $-3M | $621.0K | $1M | $2M | $-1M | |
| Amort. of Intangibles | $10M | $7M | $10M | $11M | $12M | $14M | $12M | $4M | $2M | $2M | $1M | $0 | |
| Other Non-cash | $10M | $25M | $4M | $-6M | $-13M | $32M | $-21M | $-12M | $-9M | · | · | · | |
| Operating Cash Flow | $80M | $72M | $39M | $9M | $10M | $47M | $12M | $8M | $11M | $22M | $8M | $12M | |
| CapEx | $9M | $8M | $10M | $10M | $8M | $5M | $7M | $2M | $2M | $2M | $2M | $492.0K | |
| Investing Cash Flow | $-46M | $-16M | $-11M | $-10M | $-8M | $-5M | $-78M | $-126M | $-17M | $-11M | $-11M | · | |
| Stock Issued | · | · | · | · | · | · | · | $55M | · | · | · | · | |
| Financing Cash Flow | $-43M | $-6M | $-24M | $8M | $-19M | $-19M | $57M | $120M | $-3M | $-5M | $848.0K | · | |
| Net Change in Cash | $-8M | $51M | $4M | $8M | $-17M | $23M | $-10M | $835.0K | $-8M | $6M | $-2M | · | |
| Taxes Paid | $2M | $1M | $-3M | $-1M | $-2M | $174.0K | $4M | $3M | $3M | $2M | $949.0K | $134.0K | |
| Free Cash Flow | $71M | $64M | $29M | $-169.0K | $1M | $42M | $5M | $5M | $9M | $20M | $6M | $12M | |
| Levered FCF | · | · | · | · | $-1M | $38M | $-110.7K | $5M | $9M | $20M | $6M | $12M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 37.5% | 35.8% | 35.2% | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 6.5% | 5.5% | 4.3% | -1.7% | -2.5% | -4.2% | 2.1% | 4.7% | 5.0% | 5.5% | 5.6% | 7.7% | |
| Net Margin | 7.7% | 4.0% | 2.1% | -2.0% | -2.4% | -3.7% | 1.1% | 3.7% | 4.4% | · | · | · | |
| Pretax Margin | 5.9% | 4.7% | 2.9% | -2.7% | -3.5% | -5.0% | 1.1% | 4.5% | 5.0% | 5.4% | 5.4% | 7.8% | |
| EBITDA Margin | 9.2% | 8.2% | 7.5% | 2.4% | 2.4% | 0.64% | 5.6% | 7.0% | 6.5% | 7.1% | 7.1% | 8.1% | |
| ROA | 10.4% | 5.0% | 2.7% | -2.1% | -2.1% | -3.6% | 1.2% | 4.5% | 9.0% | · | · | · | |
| ROE | 19.5% | 10.4% | 5.7% | -4.7% | -4.8% | -8.6% | 3.0% | 8.7% | 20.1% | · | · | · | |
| ROIC | 16.3% | 7.9% | 5.4% | -1.7% | -3.0% | -6.5% | 5.4% | 6.9% | 17.1% | 15.6% | 10.5% | 30.2% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.7 | 1.7 | 1.4 | 1.3 | 1.3 | 1.3 | 1.5 | 1.5 | 1.5 | 1.8 | 2.0 | |
| Quick Ratio | 0.8 | 1.0 | 0.8 | 0.5 | 0.7 | 0.7 | 0.5 | 0.8 | 0.9 | 1.0 | 1.2 | 1.4 | |
| Debt / Equity | 0.2 | 0.4 | 0.5 | 0.7 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.0 | |
| LT Debt / Equity | 0.2 | 0.3 | 0.4 | 0.5 | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | -2.2 | -3.2 | 1.9 | 18.2 | 123.5 | 64.5 | 36.4 | 519.3 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.2 | 1.2 | 1.1 | 0.9 | 1.0 | 1.1 | 1.2 | 2.0 | 1.9 | 1.8 | 2.1 | |
| Receivables Turnover | 10.5 | 8.4 | 7.9 | 6.7 | 5.9 | 6.6 | 7.5 | 6.0 | 8.0 | 8.7 | 8.7 | 8.2 |
Stopy Wzrostu 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.5% | 10.9% | 18.9% | 21.3% | -9.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 16.7% | 17.0% | 9.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 120.9% | 97.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 132.9% | 106.6% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $682M | $566M | $510M | $429M | $354M | $391M | $443M | $272M | $273M | $209M | $135M | $108M | |
| Net Income TTM | $53M | $23M | $11M | $-8M | $-8M | $-14M | $5M | $10M | $12M | $8M | $4M | · | |
| Market Cap | $1.57B | $544M | $294M | $237M | $451M | $507M | $359M | $373M | $211M | $189M | $66M | $111M | |
| Enterprise Value | $1.56B | $570M | $377M | $353M | $455M | $494M | $367M | $366M | $197M | $170M | $54M | $91M | |
| P/E | 30.6 | 24.3 | 26.9 | -27.5 | -51.8 | -33.9 | 76.1 | 33.0 | 18.1 | 23.3 | 16.1 | 11.9 | |
| P/S | 2.3 | 1.0 | 0.6 | 0.6 | 1.3 | 1.3 | 0.8 | 1.4 | 0.8 | 0.9 | 0.5 | 1.0 | |
| P/B | 5.2 | 2.3 | 1.5 | 1.3 | 2.5 | 3.0 | 2.1 | 2.6 | 3.0 | 3.8 | 1.8 | 3.6 | |
| P / Tangible Book | 17.5 | 8.5 | 8.0 | 24.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 19.7 | 7.6 | 7.5 | 25.2 | 46.0 | 10.8 | 30.9 | 49.3 | 19.0 | 8.7 | 8.2 | 8.8 | |
| P / FCF | 22.3 | 8.5 | 10.0 | -1404.3 | 345.6 | 12.1 | 72.0 | 68.3 | 23.7 | 9.5 | 11.8 | 9.1 | |
| EV / EBITDA | 24.8 | 12.4 | 9.8 | 33.8 | 53.8 | 196.2 | 14.8 | 19.3 | 11.1 | 11.5 | 5.6 | 10.3 | |
| EV / FCF | 22.1 | 8.9 | 12.9 | -2088.0 | 348.6 | 11.8 | 73.7 | 67.0 | 22.1 | 8.5 | 9.6 | 7.5 | |
| EV / Revenue | 2.3 | 1.0 | 0.7 | 0.8 | 1.3 | 1.3 | 0.8 | 1.3 | 0.7 | 0.8 | 0.4 | 0.8 | |
| Earnings Yield | 3.3% | 4.1% | 3.7% | -3.6% | -1.9% | -2.9% | 1.3% | 3.0% | 5.5% | 4.3% | 6.2% | 8.4% |
Rachunek zysków i strat 14
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $231M | $155M | $174M | $182M | $173M | $152M | $144M | $158M | $141M | $122M | $156M | $133M | $119M | $103M | $113M | $121M | |
| Cost of Revenue | $144M | $92M | $152M | $115M | $105M | $95M | $89M | $107M | $92M | $75M | $101M | $89M | $78M | $61M | $70M | $84M | |
| Gross Profit | $87M | $63M | $108M | $67M | $68M | $58M | $55M | $52M | $49M | $47M | $54M | $43M | $41M | $41M | · | · | |
| Operating Expenses | $68M | $56M | $84M | $52M | $57M | $51M | $44M | $43M | $42M | $42M | $43M | $40M | $38M | $37M | $39M | $38M | |
| Operating Income | $20M | $7M | $10M | $15M | $12M | $7M | $11M | $9M | $6M | $5M | $12M | $4M | $2M | $4M | $5M | $-755.0K | |
| Other Non-op | $439.0K | $795.0K | $-698.0K | $330.0K | $551.0K | $-41.0K | $834.0K | $763.0K | $826.0K | $704.0K | $538.0K | $879.0K | $373.0K | $140.0K | $-327.0K | $740.0K | |
| Pretax Income | $19M | $7M | $23M | $14M | $10M | $5M | $10M | $8M | $5M | $4M | $10M | $2M | $640.0K | $2M | $2M | $-1M | |
| Income Tax | $-5M | $-1M | $-8M | $569.0K | $-5M | $506.0K | $2M | $157.0K | $720.0K | $986.0K | $2M | $713.0K | $243.0K | $756.0K | $3M | $-2M | |
| Net Income | $24M | $9M | $19M | $14M | $15M | $5M | $8M | $7M | $5M | $3M | $8M | $2M | $397.0K | $932.0K | $-425.0K | $76.0K | |
| EPS (Basic) | $1.62 | $0.58 | $1.28 | $0.94 | $1.07 | $0.33 | $0.55 | $0.53 | $0.33 | $0.22 | $0.60 | $0.12 | $0.03 | $0.07 | $-0.03 | $0.01 | |
| EPS (Diluted) | $1.58 | $0.55 | $1.23 | $0.90 | $1.03 | $0.32 | $0.53 | $0.51 | $0.33 | $0.21 | $0.59 | $0.11 | $0.03 | $0.07 | $-0.03 | $0.01 | |
| Shares (Basic) | 15,043,000 | 14,740,000 | 14,655,000 | 14,603,000 | 14,444,000 | 14,163,000 | 14,012,000 | 13,930,000 | 13,725,000 | 13,605,000 | -26,678,000 | 13,462,000 | 13,344,000 | 13,266,000 | 42,000 | 13,110,000 | |
| Shares (Diluted) | 15,423,000 | 15,390,000 | 15,260,000 | 15,229,000 | 14,917,000 | 14,628,000 | 14,509,000 | 14,358,000 | 14,074,000 | 13,910,000 | -27,060,000 | 13,709,000 | 13,487,000 | 13,470,000 | 42,000 | 13,360,000 | |
| EBITDA | $20M | $13M | · | $15M | $12M | $11M | · | $9M | $6M | $9M | · | $4M | $2M | $8M | · | $-755.0K |
Bilans 23
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $35M | $28M | $66M | $33M | $32M | $38M | $74M | $53M | $44M | $47M | $23M | $13M | $14M | $18M | $9M | $9M | |
| Receivables | $84M | $81M | $65M | $67M | $55M | $60M | $66M | $63M | $62M | $51M | · | $66M | $55M | $52M | · | $60M | |
| Prepaid Expense | $10M | $8M | $8M | $5M | $6M | $7M | $5M | $5M | $6M | $6M | · | $5M | $5M | $5M | · | $5M | |
| Current Assets | $270M | $220M | $252M | $229M | $206M | $197M | $236M | $228M | $200M | $187M | · | $165M | $156M | $155M | · | $154M | |
| Goodwill | $212M | $180M | $180M | $178M | $182M | $174M | $141M | $131M | $131M | $131M | $131M | $131M | $130M | $130M | $130M | $130M | |
| Intangibles | $69M | $33M | $36M | $36M | $34M | $42M | $29M | $27M | $28M | $30M | · | $34M | $36M | $39M | · | $44M | |
| Other Non-current Assets | $2M | $2M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | $5M | · | $16M | $16M | $14M | · | $12M | |
| Total Assets | $635M | $512M | $544M | $508M | $485M | $471M | $465M | $447M | $421M | $408M | $416M | $402M | $395M | $393M | $410M | $395M | |
| Accounts Payable | $63M | $42M | $46M | $50M | $42M | $42M | $34M | $38M | $32M | $35M | · | $33M | $35M | $29M | · | $23M | |
| Accrued Liabilities | $79M | $51M | $82M | $65M | $60M | $39M | $63M | $59M | $45M | $38M | · | $46M | $37M | $41M | · | $51M | |
| Short-term Debt | $2M | $2M | $2M | $2M | $2M | $2M | $10M | $10M | $10M | $9M | · | $8M | $103M | $16M | · | $16M | |
| Current Liabilities | $197M | $131M | $162M | $155M | $144M | $122M | $138M | $129M | $111M | $104M | · | $108M | $196M | $111M | · | $111M | |
| Capital Leases | $15M | $14M | $14M | $11M | $7M | $9M | $10M | $11M | $12M | $10M | · | $10M | $11M | $10M | · | $9M | |
| Other Non-current Liabilities | $69.0K | $69.0K | $69.0K | $262.0K | $374.0K | $526.0K | $462.0K | $938.0K | $557.0K | $686.0K | · | $259.0K | $259.0K | $259.0K | · | $78.0K | |
| Total Liabilities | $284M | $201M | $239M | $225M | $219M | $226M | $231M | $223M | $208M | $202M | · | $211M | $208M | $208M | · | $215M | |
| Long-term Debt | $67M | $48M | $48M | $49M | $60M | $87M | $89M | $92M | $94M | $95M | · | $99M | $103M | $102M | · | $109M | |
| Total Debt | $70M | $50M | · | $52M | $62M | $89M | · | $102M | $103M | $104M | · | $107M | $205M | $118M | · | $125M | |
| Common Stock | $152.0K | $150.0K | $148.0K | $148.0K | $146.0K | $145.0K | $142.0K | $141.0K | $139.0K | $138.0K | · | $136.0K | $135.0K | $135.0K | · | $133.0K | |
| Retained Earnings | $123M | $98M | $90M | $71M | $57M | $42M | $37M | $29M | $22M | $18M | · | $7M | $5M | $5M | · | $4M | |
| AOCI | $-71.0K | $-151.0K | $-270.0K | $-331.0K | $-311.0K | $-499.0K | $-314.0K | $-807.0K | $-129.0K | $-230.0K | · | · | · | · | · | · | |
| Stockholders' Equity | $350M | $310M | $305M | $283M | $266M | $246M | $234M | $224M | $213M | $206M | · | $191M | $187M | $185M | · | $180M | |
| Liabilities + Equity | $635M | $512M | $544M | $508M | $485M | $471M | $465M | $447M | $421M | $408M | · | $402M | $395M | $393M | · | $395M | |
| Shares Outstanding | 15,197,000 | 14,966,000 | 14,762,000 | 14,754,000 | 14,611,000 | 14,497,000 | 14,169,000 | 14,117,000 | 13,916,000 | 13,817,000 | · | 13,647,000 | 13,504,000 | 13,489,000 | · | 13,297,000 |
Przepływy pieniężne 11
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $5M | $8M | $4M | $6M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $5M | $4M | $6M | $3M | $3M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | |
| Deferred Tax | $-6M | $-2M | $-15M | $180.0K | $-5M | $606.0K | $1M | $211.0K | $84.0K | $1M | $1M | $345.0K | $69.0K | $782.0K | $2M | $-1M | |
| Other Non-cash | · | $-40M | · | · | · | $-9M | · | · | · | $18M | · | · | · | $10M | · | · | |
| Operating Cash Flow | $44M | $-24M | $41M | $12M | $25M | $3M | $33M | $11M | $889.0K | $27M | $15M | $5M | $2M | $17M | $5M | $8M | |
| CapEx | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | |
| Investing Cash Flow | $-52M | $-3M | $-40M | $-698.0K | $-5M | $-35M | $-10M | $-2M | $-2M | $-2M | $-2M | $-3M | $-2M | $-3M | $-3M | $-3M | |
| Financing Cash Flow | $13M | $-5M | $-40M | $-11M | $-27M | $-4M | $-3M | $9.0K | $-1M | $-1M | $-2M | $-3M | $-4M | $-15M | $8M | $-2M | |
| Net Change in Cash | $6M | $-32M | $-38M | $761.0K | $-6M | $-36M | $21M | $9M | $-3M | $24M | $11M | $-762.0K | $-4M | $-2M | $11M | $3M | |
| Taxes Paid | $460.0K | $805.0K | $1M | $0 | $2M | $59.0K | $113.0K | $652.0K | $549.0K | $2.0K | $82.0K | $-1M | $-2M | $-77.0K | $-217.0K | $-1M | |
| Free Cash Flow | · | $-26M | · | · | · | $1M | · | · | · | $25M | · | · | · | $14M | · | · |
Rentowność 8
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 37.9% | 40.7% | · | 36.9% | 39.4% | 37.8% | · | 32.6% | 34.6% | 38.7% | · | · | · | · | · | · | |
| Operating Margin | 8.5% | 4.7% | · | 8.2% | 6.8% | 4.6% | · | 5.5% | 4.6% | 4.4% | · | 2.9% | 2.1% | 3.9% | · | -0.62% | |
| Net Margin | 10.5% | 5.5% | · | 7.5% | 8.9% | 3.1% | · | 4.6% | 3.3% | 2.4% | · | 1.2% | 0.33% | 0.91% | · | 0.06% | |
| Pretax Margin | 8.3% | 4.7% | · | 7.8% | 5.9% | 3.4% | · | 4.7% | 3.8% | 3.2% | · | 1.7% | 0.54% | 1.7% | · | -1.2% | |
| EBITDA Margin | 8.5% | 8.2% | · | 8.2% | 6.8% | 7.5% | · | 5.5% | 4.6% | 7.3% | · | 2.9% | 2.1% | 8.0% | · | -0.62% | |
| ROA | 4.3% | 1.7% | · | 2.9% | 3.4% | 1.1% | · | 1.7% | 1.1% | 0.73% | · | 0.39% | 0.10% | 0.24% | · | 0.02% | |
| ROE | 7.9% | 3.1% | · | 5.4% | 6.5% | 2.1% | · | 3.5% | 2.3% | 1.5% | · | 0.84% | 0.22% | 0.51% | · | 0.04% | |
| ROIC | 6.0% | 2.4% | · | 4.3% | 5.5% | 1.9% | · | 2.6% | 1.8% | 1.3% | · | 0.88% | 0.39% | 0.73% | · | 0.01% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.7 | · | 1.5 | 1.4 | 1.6 | · | 1.8 | 1.8 | 1.8 | · | 1.5 | 0.8 | 1.4 | · | 1.4 | |
| Quick Ratio | 0.6 | 0.8 | · | 0.6 | 0.6 | 0.8 | · | 0.9 | 1.0 | 0.9 | · | 0.7 | 0.3 | 0.6 | · | 0.6 | |
| Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 1.1 | 0.6 | · | 0.7 | |
| LT Debt / Equity | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.0 | 0.5 | · | 0.5 |
Efektywność 2
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 3.3 | 2.2 | · | 2.8 | 3.0 | 2.8 | · | 2.4 | 2.4 | 2.4 | · | 2.1 | 2.1 | 2.0 | · | 2.0 |
Wycena (TTM) 14
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $742M | $684M | · | $652M | $628M | $596M | · | $577M | $552M | $530M | · | $468M | $456M | $440M | · | $408M | |
| Net Income TTM | $65M | $56M | · | · | · | · | · | $23M | $17M | $13M | · | $2M | $980.0K | $-4M | · | $-9M | |
| Market Cap | $1.16B | $1.20B | · | $1.35B | $1.06B | $561M | · | $577M | $401M | $401M | · | $279M | $259M | $211M | · | $197M | |
| Enterprise Value | $1.19B | $1.22B | · | $1.36B | $1.09B | $612M | · | $626M | $460M | $458M | · | $373M | $450M | $311M | · | $313M | |
| P/E | 17.9 | 21.7 | · | 32.8 | 30.3 | 22.9 | · | 25.1 | 23.5 | 31.2 | · | 113.5 | 239.5 | -55.8 | · | -21.5 | |
| P/S | 1.6 | 1.8 | · | 2.1 | 1.7 | 0.9 | · | 1.0 | 0.7 | 0.8 | · | 0.6 | 0.6 | 0.5 | · | 0.5 | |
| P/B | 3.3 | 3.9 | · | 4.8 | 4.0 | 2.3 | · | 2.6 | 1.9 | 1.9 | · | 1.5 | 1.4 | 1.1 | · | 1.1 | |
| P / Tangible Book | 16.7 | 12.3 | · | 19.2 | 21.4 | 19.2 | · | 8.7 | 7.5 | 9.0 | · | 10.8 | 12.6 | 13.0 | · | 33.3 | |
| P / Cash Flow | · | -49.3 | · | · | · | 169.4 | · | · | · | 14.9 | · | · | · | 12.2 | · | · | |
| P / FCF | · | -45.6 | · | · | · | 560.5 | · | · | · | 16.0 | · | · | · | 15.3 | · | · | |
| EV / EBITDA | 60.5 | 96.1 | · | 91.8 | 91.9 | 53.3 | · | 72.2 | 71.4 | 51.2 | · | 97.3 | 182.0 | 37.9 | · | -414.6 | |
| EV / FCF | · | -46.4 | · | · | · | 611.5 | · | · | · | 18.3 | · | · | · | 22.5 | · | · | |
| EV / Revenue | 1.6 | 1.8 | · | 2.1 | 1.7 | 1.0 | · | 1.1 | 0.8 | 0.9 | · | 0.8 | 1.0 | 0.7 | · | 0.8 | |
| Earnings Yield | 5.6% | 4.6% | · | 3.0% | 3.3% | 4.4% | · | 4.0% | 4.3% | 3.2% | · | 0.88% | 0.42% | -1.8% | · | -4.7% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2026-01-02 | 2025-07-04 | 2025-04-04 | 2024-12-27 | 2024-09-27 | |
|---|---|---|---|---|---|
| Przychody | $682M | — | — | $566M | — |
| Marża Brutto % | 37.5% | — | — | 35.8% | — |
| Marża Operacyjna % | 6.5% | — | — | 5.5% | — |
| Zysk netto | $53M | — | — | $23M | — |
| Rozwodniony EPS | $3.49 | — | — | $1.58 | — |
Bilans
| 2026-01-02 | 2025-07-04 | 2025-04-04 | 2024-12-27 | 2024-09-27 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.2 | — | — | 0.4 | — |
| Wskaźnik bieżący | 1.6 | — | — | 1.7 | — |
| Wskaźnik Szybkości | 0.8 | — | — | 1.0 | — |
Przepływy pieniężne
| 2026-01-02 | 2025-07-04 | 2025-04-04 | 2024-12-27 | 2024-09-27 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $71M | — | — | $64M | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 268 emitentów · $974.0M 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 |
|---|---|---|---|---|
| 48 (+4 vs poprzedni kw.) | 43 (-9 vs poprzedni kw.) | 81 (-14 vs poprzedni kw.) | 78 (-2 vs poprzedni kw.) | +2.9M |
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 GROUP INC | $112 605 029 | 1 086 292 | 11,56% | Akcje |
| Divisadero Street Capital Management, LP | $104 751 576 | 1 324 293 | 10,75% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $50 063 656 | 632 916 | 5,14% | Akcje |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $41 939 611 | 530 210 | 4,31% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $41 705 633 | 527 252 | 4,28% | Akcje |
| WASATCH ADVISORS LP | $29 213 841 | 381 581 | 3,00% | Akcje |
| FIRST TRUST ADVISORS LP | $28 561 348 | 361 079 | 2,93% | Akcje |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $28 460 655 | 359 806 | 2,92% | Akcje |
| Allspring Global Investments Holdings, LLC | $27 757 043 | 355 586 | 2,85% | Akcje |
| Swedbank AB | $27 661 270 | 349 700 | 2,84% | Akcje |
| STATE STREET CORP | $26 692 216 | 337 449 | 2,74% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $26 052 957 | 329 301 | 2,67% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $23 756 736 | 300 338 | 2,44% | Akcje |
| Conversant Capital LLC | $23 294 950 | 294 500 | 2,39% | Akcje |
| Ranger Investment Management, L.P. | $21 767 608 | 275 191 | 2,23% | Akcje |
| OBERWEIS ASSET MANAGEMENT INC/ | $20 779 570 | 262 700 | 2,13% | Akcje |
| AMERIPRISE FINANCIAL INC | $20 500 111 | 259 167 | 2,10% | Akcje |
| TWO SIGMA ADVISERS, LP | $15 994 738 | 154 300 | 1,64% | Akcje |
| RBF Capital, LLC | $14 601 860 | 184 600 | 1,50% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $12 903 000 | 163 117 | 1,32% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $11 910 403 | 150 574 | 1,22% | Akcje |
| NEXT CENTURY GROWTH INVESTORS LLC | $9 998 793 | 126 407 | 1,03% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9 503 311 | 120 143 | 0,98% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $9 072 849 | 114 701 | 0,93% | Akcje |
| Point72 Asset Management, L.P. | $8 596 193 | 108 675 | 0,88% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $7 964 579 | 100 690 | 0,82% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 703 628 | 97 391 | 0,79% | Akcje |
| Cubist Systematic Strategies, LLC | $7 122 158 | 73 660 | 0,73% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $6 992 045 | 88 395 | 0,72% | Akcje |
| Portolan Capital Management, LLC | $6 675 565 | 84 394 | 0,69% | Akcje |
| JANE STREET GROUP, LLC | $6 307 909 | 79 746 | 0,65% | Akcje |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $5 923 799 | 74 890 | 0,61% | Akcje |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5 425 073 | 68 585 | 0,56% | Akcje |
| GOLDMAN SACHS GROUP INC | $4 996 826 | 63 171 | 0,51% | Akcje |
| WOLVERINE TRADING, LLC | $4 955 330 | 51 500 | 0,51% | Opcja kupna |
| BlackRock, Inc. | $4 614 773 | 58 341 | 0,47% | Akcje |
| Asset Management One Co., Ltd. | $4 600 034 | 60 130 | 0,47% | Akcje |
| OP Asset Management Ltd | $4 413 780 | 55 800 | 0,45% | Akcje |
| Nuveen, LLC | $4 409 192 | 55 742 | 0,45% | Akcje |
| Qube Research & Technologies Ltd | $4 385 700 | 55 445 | 0,45% | Akcje |
| EFG International AG | $3 568 983 | 45 137 | 0,37% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $3 551 256 | 44 896 | 0,36% | Akcje |
| JANE STREET GROUP, LLC | $3 369 660 | 42 600 | 0,35% | Opcja kupna |
| Jefferies Financial Group Inc. | $3 258 920 | 41 200 | 0,33% | Akcje |
| BANK OF AMERICA CORP /DE/ | $3 105 546 | 39 261 | 0,32% | Akcje |
| WOLVERINE TRADING, LLC | $2 968 195 | 30 848 | 0,30% | Akcje |
| CVFG LLC | $2 946 475 | 37 250 | 0,30% | Akcje |
| BOOTHBAY FUND MANAGEMENT, LLC | $2 817 147 | 35 615 | 0,29% | Akcje |
| MML INVESTORS SERVICES, LLC | $2 668 834 | 33 740 | 0,27% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $2 632 290 | 33 278 | 0,27% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 611 615 | 34 112 | 0,27% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 539 110 | 32 100 | 0,26% | Opcja kupna |
| RICE HALL JAMES & ASSOCIATES, LLC | $2 418 799 | 30 579 | 0,25% | Akcje |
| EFG Asset Management (North America) Corp. | $2 396 219 | 24 812 | 0,25% | Akcje |
| Swiss National Bank | $2 293 900 | 29 000 | 0,24% | Akcje |
| ALPS ADVISORS INC | $2 260 441 | 28 577 | 0,23% | Akcje |
| CITIGROUP INC | $2 196 528 | 27 769 | 0,23% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $2 194 788 | 27 747 | 0,23% | Akcje |
| Conestoga Capital Advisors, LLC | $2 183 714 | 27 607 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $2 049 244 | 25 907 | 0,21% | Akcje |
| Cubist Systematic Strategies, LLC | $2 030 490 | 21 000 | 0,21% | Opcja kupna |
| TUDOR INVESTMENT CORP ET AL | $2 011 117 | 25 425 | 0,21% | Akcje |
| WHITTIER TRUST CO | $1 866 774 | 23 657 | 0,19% | Akcje |
| Nuveen Asset Management, LLC | $1 863 591 | 48 926 | 0,19% | Akcje |
| MORGAN STANLEY | $1 856 635 | 23 472 | 0,19% | Akcje |
| CITADEL ADVISORS LLC | $1 819 300 | 23 000 | 0,19% | Opcja kupna |
| STOREBRAND ASSET MANAGEMENT AS | $1 793 039 | 22 668 | 0,18% | Akcje |
| Balyasny Asset Management L.P. | $1 782 439 | 22 534 | 0,18% | Akcje |
| Militia Capital Partners, LP | $1 762 220 | 17 000 | 0,18% | Akcje |
| De Lisle Partners LLP | $1 660 470 | 21 000 | 0,17% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 638 240 | 20 711 | 0,17% | Akcje |
| Man Group plc | $1 619 098 | 20 469 | 0,17% | Akcje |
| LPL Financial LLC | $1 576 384 | 19 929 | 0,16% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 526 630 | 19 300 | 0,16% | Akcje |
| RHUMBLINE ADVISERS | $1 493 558 | 18 882 | 0,15% | Akcje |
| BARCLAYS PLC | $1 427 676 | 18 049 | 0,15% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 378 692 | 18 008 | 0,14% | Akcje |
| Bank of New York Mellon Corp | $1 367 955 | 17 294 | 0,14% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $1 343 894 | 16 526 | 0,14% | Akcje |
| Polymer Capital Management (US) LLC | $1 311 003 | 16 574 | 0,13% | Akcje |
| Longaeva Partners L.P. | $1 289 884 | 16 307 | 0,13% | Akcje |
| Y-Intercept (Hong Kong) Ltd | $1 262 752 | 15 964 | 0,13% | Akcje |
| Cetera Investment Advisers | $1 211 733 | 15 319 | 0,12% | Akcje |
| WULFF, HANSEN & CO. | $1 210 388 | 15 302 | 0,12% | Akcje |
| Sanctuary Advisors, LLC | $1 165 143 | 14 730 | 0,12% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 050 211 | 13 277 | 0,11% | Akcje |
| JANE STREET GROUP, LLC | $1 044 120 | 13 200 | 0,11% | Opcja sprzedaży |
| WELLS FARGO & COMPANY/MN | $1 035 103 | 13 086 | 0,11% | Akcje |
| Cubist Systematic Strategies, LLC | $1 024 914 | 10 600 | 0,11% | Opcja sprzedaży |
| DEUTSCHE BANK AG\ | $994 920 | 12 578 | 0,10% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $970 557 | 12 270 | 0,10% | Akcje |
| CITADEL ADVISORS LLC | $925 470 | 11 700 | 0,10% | Opcja sprzedaży |
| OSAIC HOLDINGS, INC. | $910 588 | 11 512 | 0,09% | Akcje |
| Walleye Capital LLC | $902 531 | 11 410 | 0,09% | Akcje |
| J. Derek Lewis & Associates Inc. | $829 522 | 10 487 | 0,09% | Akcje |
| WOLVERINE TRADING, LLC | $808 248 | 8 400 | 0,08% | Opcja sprzedaży |
| VANGUARD ASSET MANAGEMENT, Ltd | $796 062 | 10 064 | 0,08% | Akcje |
| NAVELLIER & ASSOCIATES INC | $784 593 | 9 919 | 0,08% | Akcje |
| DARK FOREST CAPITAL MANAGEMENT LP | $777 158 | 9 825 | 0,08% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $755 185 | 9 547 | 0,08% | Akcje |
Insiderzy spółki 29 insiderów · 6 dyrektorzy generalni · 14 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Creighton K Early | EXECUTIVE VP AND CFO | 25 marca 2026 F | 78 664 | 0 | 0 | $0 |
| Kimberly D Gant | Chief Financial Officer | 26 marca 2012 A | — | 0 | 0 | $0 |
| Marc Tipermas | President of National Programs | 13 marca 2018 S | 42 500 | 0 | 0 | $0 |
| Micah Chen | General Counsel | 17 czerwca 2021 S | 19 044 | 0 | 0 | $0 |
| Frank Tripepi | SVP, Business Development | 7 października 2014 M | 139 500 | 0 | 0 | $0 |
| Mallory Mccamant | Chief Operations Officer | 7 września 2007 P | 15 000 | 0 | 0 | $0 |
| Wanda Kay Reder | Dyrektor | 17 czerwca 2026 A | 11 917 | 0 | 0 | $0 |
| Dennis V Mcginn | Dyrektor | 17 czerwca 2026 A | 12 571 | 0 | 0 | $0 |
| Mohammad Shahidehpour | Dyrektor | 17 czerwca 2026 A | 15 789 | 0 | 0 | $0 |
| Steven A Cohen | Dyrektor | 17 czerwca 2026 A | 22 090 | 0 | 0 | $0 |
| Cynthia Downes | Dyrektor | 17 czerwca 2026 A | 10 150 | 0 | 0 | $0 |
| Thomas Donald Brisbin | Dyrektor | 17 czerwca 2026 A | 96 687 | 0 | 0 | $0 |
| Robert Conway | Dyrektor | 13 czerwca 2019 A | 2 168 | 0 | 0 | $0 |
| Curtis S Probst | Dyrektor | 13 czerwca 2018 A | 4 421 | 0 | 0 | $0 |
| Win Westfall | Dyrektor | 13 grudnia 2017 M | 43 657 | 0 | 0 | $0 |
| John M Toups | Dyrektor | 9 czerwca 2016 A | 42 183 | 0 | 0 | $0 |
| Linda L Heil | Dyrektor | 8 marca 2012 S | 644 417 | 0 | 0 | $0 |
| Tracy W Lenocker | Dyrektor | 5 grudnia 2011 S | 135 000 | 0 | 0 | $0 |
| Wayne Shelton | Dyrektor | 6 czerwca 2011 A | 20 000 | 0 | 0 | $0 |
| Ann Rochelle Smith | Dyrektor | 22 listopada 2006 A | 1 000 | 0 | 0 | $0 |
| Michael A Bieber | — | 14 maja 2026 M | 249 525 | 0 | 5 | $-6 115 878 |
| Paul Milton Whitelaw | — | 14 czerwca 2021 S | 14 837 | 0 | 0 | $0 |
| Adam C Procell | — | 10 czerwca 2021 F | 19 228 | 0 | 0 | $0 |
| Debra Coy | — | 9 czerwca 2021 A | 10 287 | 0 | 0 | $0 |
| Douglas James Mceachern | — | 9 czerwca 2021 A | 21 646 | 0 | 0 | $0 |
| Daniel Chow | — | 9 czerwca 2021 F | 60 850 | 0 | 0 | $0 |
| Raymond W Holdsworth Jr | — | 9 czerwca 2021 A | 39 958 | 0 | 0 | $0 |
| Keith Renken | — | 9 czerwca 2021 A | 55 146 | 0 | 0 | $0 |
| Stacy B. Mclaughlin | — | 24 marca 2021 S | 19 411 | 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 |
|---|---|---|---|---|---|
| Forager Fund, L.P., Forager Capital Management, LLC, Edward Kissel, Robert MacArthur ×3 zgłoszenia | 11 lipca 2024 | — | 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 52 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 |
|---|---|---|---|---|
| ACES · ALPS ETF Trust | 1,43% | 22 809 NS | 31 maja 2026 | N-PORT |
| SAWS · ETF Series Solutions | 1,36% | 1 261 NS | 30 kwietnia 2026 | N-PORT |
| ALIL · EA Series Trust | 0,73% | 2 057 NS | 29 maja 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,37% | 3 992 NS | 31 maja 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,33% | 44 895 NS | 30 kwietnia 2026 | N-PORT |
| ESSC · Strategy Shares | 0,30% | 1 032 NS | 30 kwietnia 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,26% | 6 222 NS | 31 maja 2026 | N-PORT |
| IWC · iShares Trust | 0,25% | 49 909 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,13% | 14 076 NS | 31 maja 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,11% | 18 088 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,10% | 30 513 NS | 31 maja 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 3 122 SH | 8 sierpnia 2026 | Dziennie |
| NUSC · Nushares ETF Trust | 0,09% | 15 447 NS | 30 kwietnia 2026 | N-PORT |
| CCSO · Tidal Trust II | 0,09% | 542 NS | 30 kwietnia 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,07% | 4 289 SH | 8 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 4 188 NS | 30 kwietnia 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 11 547 SH | 8 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,05% | 98 718 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 84 378 SH | 8 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,04% | 15 283 SH | 8 sierpnia 2026 | Dziennie |
| SMLF · iShares Trust | 0,04% | 22 337 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,03% | 373 772 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,03% | 4 596 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,03% | 6 068 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 662 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 49 226 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 66 756 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 8 002 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 3 391 SH | 8 sierpnia 2026 | Dziennie |
| VIS · VANGUARD WORLD FUND | 0,02% | 17 549 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,02% | 517 NS | 31 maja 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 35 922 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,02% | 641 SH | 8 sierpnia 2026 | Dziennie |
| FIDU · FIDELITY COVINGTON TRUST | 0,02% | 4 348 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 522 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 165 753 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,01% | 721 SH | 8 sierpnia 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,01% | 2 136 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 548 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 13 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 32 181 NS | 30 kwietnia 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 6 179 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 365 NS | 30 kwietnia 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 974 NS | 30 kwietnia 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 4 395 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 7 978 NS | 31 maja 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 4 136 SH | 8 sierpnia 2026 | Dziennie |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 2 152 NS | 31 maja 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 18 816 SH | 8 sierpnia 2026 | Dziennie |
| EBI · RBB Fund Trust | 0,00% | 72 NS | 31 maja 2026 | N-PORT |