DNOW DNOW Inc. Common Stock
NYSE · Trading Companies & Distributors · Ver em SEC EDGAR ↗ fechar Out 2, 2026 10-K/10-Q Ago 6, 2026
$15,76
· % da faixa de 52 semanas
· acima do mínimo
· para alta
$10,94mínima 52 sem
$17,26máxima 52 sem
Capitalização de Mercado (MRQ)
$2.85B
P/E (TTM)
-10.2
EPS (TTM)
$-1.54
Receita (TTM)
$4.08B
seus distintivos
Intervalo 52 Semanas
$11–$17
Classificação do Analista
BUY
Preço-Alvo
$19
P/E
-10.2
ROE
-12.4%
Margem de Lucro Líquido
-4.9%
Sua barra de distintivos está vazia — fixe uma métrica em qualquer lugar desta página.
DNOW Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$15.76
Capitalização de Mercado (MRQ)
$2.85B
P/E (TTM)
-10.2
EPS (TTM)
$-1.54
Receita (TTM)
$4.08B
ROE (TTM)
-12.4%
Intervalo 52 Semanas
$11–$17
DNOW Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
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Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita$2.82B2016-12-31 → 2025-12-31
EPS$-0.762016-12-31 → 2025-12-31
Fluxo de caixa livre$134M2016-12-31 → 2025-12-31
Margem líquida-4.9%2016-12-31 → 2025-12-31
Avaliação e Proporções
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | DNOW | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -10.2média 5A ≈37.6 | ≈37.6 | · | · | |
| P/S (TTM) | 0.7média 5A ≈0.7 | ≈0.7 | 1.3 | Subvalorizado | |
| P/B (MRQ) | 1.4média 5A ≈1.3 | ≈1.3 | 2.7 | Subvalorizado | |
| Preço / FCF (TTM) | 21.0média 5A ≈-23.1 | ≈-23.1 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 17.4média 5A ≈17.9 | ≈17.9 | 10.3 | Sobreavaliado | |
| Preço / Valor Patrimonial Tangível (MRQ) | 1.9média 5A ≈1.8 | ≈1.8 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | DNOW | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Gross Margin (Margem Bruta) | 17.0% | · | 31.8% | Fraco | |
| Margem Operacional (TTM) | -5.0%média 5A ≈2.4% | ≈2.4% | 9.6% | Fraco | |
| Margem EBITDA (TTM) | -3.1%média 5A ≈3.7% | ≈3.7% | 9.6% | Fraco | |
| Margem de Impostos Pré-Tributação (TTM) | -5.7%média 5A ≈2.4% | ≈2.4% | 6.9% | Fraco | |
| Margem de Lucro Líquido (TTM) | -4.9%média 5A ≈3.4% | ≈3.4% | 5.0% | Fraco | |
| ROA (TTM) | -7.3%média 5A ≈6.3% | ≈6.3% | 4.0% | Fraco | |
| ROE (TTM) | -12.4%média 5A ≈9.5% | ≈9.5% | 9.2% | Fraco | |
| ROIC | -3.7%média 5A ≈8.8% | ≈8.8% | 9.0% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | DNOW | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 2.1média 5A ≈2.4 | ≈2.4 | 2.3 | Baixa liquidez | |
| Quick Ratio (Índice de Liquidez Seca) | 1.1média 5A ≈1.4 | ≈1.4 | 0.9 | Em linha |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | DNOW | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 18.8%média 5A ≈12.3% | ≈12.3% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 9.7%média 5A ≈11.9% | ≈11.9% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 11.7% | · | · | · | |
| EPS YoY | -68.7%média 5A ≈730.7% | ≈730.7% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -68.8%média 5A ≈828.8% | ≈828.8% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 142.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 149.9% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | DNOW | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 1.0média 5A ≈1.5 | ≈1.5 | 0.8 | Primeira linha | |
| Inventory Turnover (Giro de Estoque) | 3.0média 5A ≈4.5 | ≈4.5 | 10.8 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 4.5média 5A ≈5.7 | ≈5.7 | 6.7 | Fraco | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$552.9K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
-1.7%
Próximo relatório
Nov 03, 2026
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 4, 2026 | $0.12 | $0.10 | 21.6% |
| 31 de Março de 2026 | $0.01 | $0.08 | -87.7% | |
| 31 de Dezembro de 2025 | $0.15 | $0.15 | -2.0% | |
| 30 de Setembro de 2025 | $0.26 | $0.24 | 9.2% | |
| 30 de Junho de 2025 | $0.27 | $0.22 | 24.1% | |
| 31 de Março de 2025 | $0.22 | $0.18 | 24.4% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B | $1.62B | $2.95B | $3.13B | $2.65B | $2.11B | $3.01B | $4.11B | |
| Cost of Revenue | $2.34B | $1.84B | $1.78B | $1.63B | $1.27B | $1.33B | $2.37B | $2.50B | $2.15B | $1.76B | $2.51B | $3.29B | |
| Gross Profit | $478M | $531M | $539M | · | · | · | · | · | · | · | · | · | |
| SG&A Expense | $559M | $416M | $395M | · | · | · | · | · | · | · | · | $213M | |
| Operating Expenses | · | · | · | · | · | · | · | $557M | $542M | $567M | $619M | $638M | |
| Operating Income | $-93M | $109M | $144M | $131M | $9M | $-420M | $-83M | $73M | $-41M | $-222M | $-510M | $181M | |
| Other Non-op | $-7M | $1M | $-2M | $8M | $3M | $-10M | $-10M | · | · | · | · | · | |
| Pretax Income | $-100M | $110M | $142M | $139M | $12M | $-430M | $-93M | $58M | $-52M | $-230M | $-518M | $178M | |
| Income Tax | $-12M | $31M | $-109M | $10M | $7M | $-3M | $4M | $6M | · | $4M | $-16M | $62M | |
| Net Income | $-89M | $78M | $250M | $128M | $5M | $-427M | $-97M | $52M | $-52M | $-234M | $-502M | $116M | |
| EPS (Basic) | $-0.76 | $0.72 | $2.29 | $1.14 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.07 | |
| EPS (Diluted) | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.06 | |
| Shares (Basic) | 118,000,000 | 106,000,000 | 107,000,000 | 111,000,000 | 110,000,000 | 109,000,000 | 109,000,000 | 108,000,000 | 108,000,000 | 107,416,181 | 107,173,972 | 107,058,843 | |
| Shares (Diluted) | 118,000,000 | 107,000,000 | 108,000,000 | 111,000,000 | 110,000,000 | 109,000,000 | 109,000,000 | 109,000,000 | 108,000,000 | 107,416,181 | 107,173,972 | 107,556,144 | |
| EBITDA | $-41M | · | $166M | $150M | $32M | $-392M | $-42M | $114M | $9M | $-169M | · | $202M |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $164M | $256M | $299M | $212M | $313M | $387M | $183M | $116M | $98M | $106M | $90M | $195M | |
| Receivables | $874M | $388M | $384M | $398M | $304M | $198M | $370M | $482M | $423M | $354M | $485M | $851M | |
| Inventory | $1.19B | $352M | $366M | $381M | $250M | $262M | $465M | $602M | $590M | $483M | $693M | $949M | |
| Prepaid Expense | $48M | $32M | $19M | $26M | $16M | $14M | $15M | $19M | $18M | $16M | $24M | $30M | |
| Current Assets | $2.28B | $1.03B | $1.07B | $1.02B | $883M | $861M | $1.07B | $1.22B | $1.13B | $959M | $1.29B | $2.05B | |
| PP&E (Net) | $264M | $157M | $131M | $119M | $111M | $98M | $120M | $106M | $119M | $143M | $165M | $124M | |
| PP&E (Gross) | $681M | $346M | $309M | $286M | $271M | $253M | $265M | $236M | $238M | $236M | $230M | $175M | |
| Accum. Depreciation | $417M | $189M | $178M | $167M | $160M | $155M | $145M | $130M | $119M | $93M | $65M | $51M | |
| Goodwill | $617M | $230M | $139M | $116M | $67M | $0 | $245M | $314M | $328M | $311M | $205M | $346M | |
| Intangibles | $565M | $65M | $28M | $25M | $9M | $0 | $90M | $144M | $166M | $184M | $161M | $73M | |
| Other Non-current Assets | $29M | $8M | $45M | $43M | $34M | $48M | $67M | $10M | $5M | $5M | $5M | $4M | |
| Total Assets | $3.92B | $1.62B | $1.53B | $1.32B | $1.10B | $1.01B | $1.59B | $1.79B | $1.75B | $1.60B | $1.83B | $2.60B | |
| Accounts Payable | $653M | $300M | $288M | $304M | $235M | $172M | $255M | $329M | $290M | $246M | $211M | $490M | |
| Accrued Liabilities | $300M | $130M | $120M | $126M | $112M | $95M | $127M | $110M | $103M | $100M | $94M | $125M | |
| Short-term Debt | · | · | · | · | · | · | · | · | $35M | $44M | $83M | · | |
| Current Liabilities | $974M | $442M | $418M | $439M | $369M | $272M | $396M | $441M | $394M | $347M | $307M | $620M | |
| Capital Leases | $129M | $29M | $30M | $25M | $17M | $25M | $34M | · | · | · | · | · | |
| Deferred Tax | $99M | $0 | $0 | $1M | $0 | · | $4M | $6M | $7M | $7M | $11M | $10M | |
| Other Non-current Liabilities | $73M | $22M | $18M | $11M | $6M | $12M | $13M | $2M | $1M | $1M | $3M | $0 | |
| Total Liabilities | $1.69B | $493M | $466M | $476M | $392M | $309M | $447M | $581M | $564M | $420M | $429M | $630M | |
| Long-term Debt | $411M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | $132M | $197M | $109M | · | · | |
| Common Stock | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $-836M | $-747M | $-828M | $-1.07B | $-1.20B | $-1.21B | $-775M | $-678M | $-730M | $-678M | $-444M | $58M | |
| Treasury Stock | · | · | · | $0 | · | · | · | · | · | · | · | · | |
| AOCI | $-126M | $-153M | $-145M | $-150M | $-147M | $-145M | $-128M | $-143M | $-105M | $-142M | $-134M | $-45M | |
| Stockholders' Equity | $2.23B | $1.12B | $1.06B | $842M | $711M | $699M | $1.14B | $1.21B | $1.19B | $1.18B | $1.40B | $1.97B | |
| Liabilities + Equity | $3.92B | $1.62B | $1.53B | $1.32B | $1.10B | $1.01B | $1.59B | $1.79B | $1.75B | $1.60B | $1.83B | $2.60B | |
| Shares Outstanding | 186,125,254 | 105,652,963 | 106,257,565 | 110,369,266 | 110,558,831 | 109,951,610 | 109,207,678 | 108,426,962 | 108,030,438 | 107,474,904 | 107,219,138 | 107,067,457 |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $52M | $34M | $26M | $19M | $23M | $28M | $41M | $41M | $50M | $53M | $38M | $21M | |
| Stock-based Comp | $29M | $13M | $15M | $11M | $8M | · | $13M | $16M | $20M | $23M | $27M | $18M | |
| Deferred Tax | $-16M | $24M | $-118M | $1M | $0 | · | $-2M | $-1M | $-1M | $-2M | $-6M | $7M | |
| Amort. of Intangibles | $11M | $7M | $5M | $2M | $2M | $4M | $19M | $20M | $22M | $21M | $13M | $5M | |
| Other Non-cash | $179M | · | $19M | $-147M | $2M | $588M | $269M | $-35M | $-132M | $395M | · | $-54M | |
| Operating Cash Flow | $155M | $298M | $188M | $0 | $30M | $189M | $224M | $73M | $-115M | $235M | $324M | $108M | |
| CapEx | $21M | $9M | $17M | $9M | $5M | $8M | $12M | $11M | $4M | $4M | $11M | $39M | |
| Investing Cash Flow | $-590M | $-304M | $-48M | $-87M | $-96M | $22M | $-22M | $-9M | $8M | $-183M | · | · | |
| Stock Repurchased | $37M | $23M | $50M | $7M | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-37M | · | $-50M | $-7M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $339M | $-33M | $-55M | $-10M | $-6M | $-8M | $-138M | $-37M | $94M | $-47M | · | · | |
| Net Change in Cash | $-92M | $-43M | $87M | $-101M | $-74M | $204M | $67M | $18M | $-8M | $16M | $-105M | $94M | |
| Taxes Paid | $3M | $6M | $10M | $11M | $0 | $2M | $7M | $6M | $2M | $-23M | $10M | $65M | |
| Free Cash Flow | $134M | · | $171M | $-9M | $25M | $181M | $212M | $62M | $-119M | $231M | · | $69M |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 17.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | -3.3% | · | 6.0% | 6.1% | 0.55% | -25.9% | -2.8% | 2.3% | -1.6% | -10.5% | · | 4.4% | |
| Net Margin | -3.2% | · | 10.6% | 6.0% | 0.31% | -26.4% | -3.3% | 1.7% | -2.0% | -11.1% | · | 2.8% | |
| Pretax Margin | -3.5% | · | 5.9% | 6.5% | 0.74% | -26.6% | -3.1% | 1.8% | -2.0% | -10.9% | · | 4.3% | |
| EBITDA Margin | -1.5% | · | 7.1% | 7.0% | 2.0% | -24.2% | -1.4% | 3.6% | 0.34% | -8.0% | · | 4.9% | |
| ROA | -3.2% | · | 17.3% | 10.6% | 0.47% | -32.9% | -5.7% | 2.9% | -3.1% | -13.6% | · | 4.9% | |
| ROE | -5.3% | · | 26.0% | 16.5% | 0.71% | -46.3% | -8.2% | 4.3% | -4.4% | -18.1% | · | 6.2% | |
| ROIC | -3.7% | · | 23.7% | 14.4% | 0.53% | -59.7% | -7.6% | 4.9% | · | -17.5% | · | 6.0% |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | · | 2.6 | 2.3 | 2.4 | 3.2 | 2.7 | 2.8 | 2.9 | 2.8 | · | 3.3 | |
| Quick Ratio | 1.1 | · | 1.6 | 1.4 | 1.7 | 2.2 | 1.4 | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.2 | 0.1 | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | · | 1.6 | 1.8 | 1.5 | 1.2 | 1.7 | 1.8 | 1.6 | 1.2 | · | 1.7 | |
| Inventory Turnover | 3.0 | · | 4.8 | 5.2 | 5.0 | 3.7 | 4.4 | 4.2 | 4.0 | 3.0 | · | 3.7 | |
| Receivables Turnover | 4.5 | · | 5.9 | 6.1 | 6.5 | 5.7 | 6.9 | 6.9 | 6.8 | 5.0 | · | 5.4 |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.00 | · | $9.98 | $7.63 | $6.44 | $6.36 | $10.48 | $11.20 | $10.97 | $11.01 | · | $18.36 | |
| Revenue / Share | $23.90 | · | $21.49 | $19.24 | $14.84 | $14.85 | $27.07 | $28.78 | $24.58 | $19.62 | · | $38.17 | |
| Cash Flow / Share | $1.31 | · | $1.74 | $0.00 | $0.27 | $1.73 | $2.06 | $0.67 | $-1.07 | $2.19 | · | $1.00 | |
| Cash / Share | $0.88 | · | $2.81 | $1.92 | $2.83 | $3.52 | $1.68 | $1.07 | $0.91 | $0.99 | · | $1.82 | |
| EPS (TTM) | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 | $-3.91 | $-0.89 | $0.47 | $-0.48 | $-2.18 | $-4.68 | $1.06 |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.8% | 2.2% | 8.7% | 30.9% | 0.80% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.7% | 13.3% | 12.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -68.7% | 100.9% | 2160.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 142.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -68.8% | 95.3% | 2460.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 149.9% | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B | $1.62B | $2.95B | $3.13B | $2.65B | $2.11B | $3.01B | $4.11B | |
| Net Income TTM | $-89M | $78M | $250M | $128M | $5M | $-427M | $-97M | $52M | $-52M | $-234M | $-502M | $116M | |
| Market Cap | $2.47B | · | $1.20B | $1.40B | $944M | $789M | $1.23B | $1.26B | $1.19B | $2.20B | · | $2.75B | |
| Enterprise Value | · | · | · | · | · | · | · | $1.28B | $1.29B | $2.20B | · | · | |
| P/E | -17.4 | 18.3 | 5.0 | 11.2 | 170.8 | -1.8 | -12.6 | 24.8 | -23.0 | -9.4 | -3.4 | 24.3 | |
| P/S | 0.9 | · | 0.5 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.5 | 1.0 | · | 0.7 | |
| P/B | 1.1 | · | 1.1 | 1.7 | 1.3 | 1.1 | 1.1 | 1.0 | 1.0 | 1.9 | · | 1.4 | |
| P / Tangible Book | 2.3 | · | 1.3 | 2.0 | 1.5 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 15.9 | · | 6.4 | · | 31.5 | 4.2 | 5.5 | 17.3 | -10.4 | 9.4 | · | 25.5 | |
| P / FCF | 18.4 | · | 7.0 | -155.7 | 37.8 | 4.4 | 5.8 | 20.4 | -10.0 | 9.5 | · | 39.9 | |
| EV / EBITDA | · | · | · | · | · | · | · | 11.2 | 143.4 | -13.0 | · | · | |
| EV / FCF | · | · | · | · | · | · | · | 20.6 | -10.8 | 9.5 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 0.4 | 0.5 | 1.0 | · | · | |
| Earnings Yield | -5.7% | 5.5% | 20.1% | 8.9% | 0.59% | -54.5% | -7.9% | 4.0% | -4.3% | -10.7% | -29.6% | 4.1% |
Demonstração de Resultados
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.31B | $1.18B | $959M | $634M | $628M | $599M | $571M | $606M | $633M | $563M | $555M | $588M | $594M | $584M | $547M | $577M | |
| Cost of Revenue | $1.06B | $990M | $909M | $489M | $499M | $461M | $442M | $471M | $495M | $434M | $421M | $454M | $460M | $447M | $415M | $438M | |
| Gross Profit | $243M | $193M | · | · | $129M | $138M | · | · | · | · | · | · | · | · | · | · | |
| SG&A Expense | $238M | $243M | · | · | $112M | $109M | · | · | · | · | · | · | · | · | · | · | |
| Operating Income | $1M | $-50M | $-188M | $33M | $17M | $29M | $25M | $23M | $33M | $28M | $36M | $37M | $36M | $35M | $35M | $44M | |
| Other Non-op | $-10M | $-10M | $-6M | $-1M | $0 | $0 | $1M | $-1M | $0 | $1M | $-1M | $0 | $-1M | $0 | $-1M | $0 | |
| Pretax Income | $-9M | $-60M | $-194M | $32M | $17M | $29M | $26M | $22M | $33M | $29M | $35M | $37M | $35M | $35M | $34M | $44M | |
| Income Tax | $12M | $-16M | $-33M | $7M | $3M | $7M | $6M | $9M | $8M | $8M | $-115M | $2M | $1M | $3M | $2M | $3M | |
| Net Income | $-21M | $-44M | $-161M | $25M | $14M | $21M | $20M | $13M | $24M | $21M | $150M | $35M | $34M | $31M | $32M | $40M | |
| EPS (Basic) | $-0.11 | $-0.24 | $-1.43 | $0.23 | $0.13 | $0.19 | $0.19 | $0.12 | $0.21 | $0.20 | $1.38 | $0.32 | $0.31 | $0.28 | $0.29 | $0.35 | |
| EPS (Diluted) | $-0.11 | $-0.24 | $-1.42 | $0.23 | $0.13 | $0.19 | $0.19 | $0.12 | $0.21 | $0.19 | $1.36 | $0.32 | $0.31 | $0.28 | $0.28 | $0.35 | |
| Shares (Basic) | 182,000,000 | 186,000,000 | · | 105,000,000 | 105,000,000 | 106,000,000 | · | 106,000,000 | 107,000,000 | 106,000,000 | · | 107,000,000 | 107,000,000 | 110,000,000 | · | 111,000,000 | |
| Shares (Diluted) | 182,000,000 | 186,000,000 | · | 106,000,000 | 106,000,000 | 107,000,000 | · | 107,000,000 | 108,000,000 | 107,000,000 | · | 108,000,000 | 108,000,000 | 111,000,000 | · | 111,000,000 | |
| EBITDA | $24M | $-27M | · | $44M | $42M | $41M | · | · | $33M | $35M | · | $37M | $36M | $41M | · | $44M |
Balanço Patrimonial
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $114M | $116M | $164M | $266M | $232M | $219M | $256M | $261M | $197M | $188M | · | $194M | $203M | $168M | · | $267M | |
| Receivables | $889M | $889M | $874M | $429M | $440M | $439M | $388M | $405M | $403M | $410M | · | $396M | $417M | $422M | · | $406M | |
| Inventory | $1.06B | $1.19B | $1.19B | $377M | $383M | $385M | $352M | $364M | $399M | $428M | · | $415M | $424M | $406M | · | $361M | |
| Prepaid Expense | $52M | $52M | $48M | $24M | $25M | $24M | $32M | $28M | $24M | $19M | · | $28M | $31M | $29M | · | $20M | |
| Current Assets | $2.12B | $2.25B | $2.28B | $1.10B | $1.08B | $1.07B | $1.03B | $1.06B | $1.02B | $1.04B | · | $1.03B | $1.07B | $1.02B | · | $1.05B | |
| PP&E (Net) | $257M | $261M | $264M | $149M | $153M | $155M | $157M | $138M | $139M | $137M | $131M | $130M | $130M | $121M | $119M | $109M | |
| PP&E (Gross) | · | · | $681M | $355M | $351M | $350M | $346M | $328M | $325M | $319M | · | $304M | $301M | $291M | · | $273M | |
| Accum. Depreciation | · | · | $417M | $206M | $198M | $195M | $189M | $190M | $186M | $182M | · | $174M | $171M | $170M | · | $164M | |
| Goodwill | $700M | $652M | $617M | $235M | $235M | $230M | $230M | $192M | $192M | $192M | $139M | $140M | $141M | $119M | $116M | $79M | |
| Intangibles | $556M | $563M | $565M | $60M | $62M | $63M | $65M | $55M | $57M | $59M | · | $29M | $31M | $23M | · | $13M | |
| Other Non-current Assets | $28M | $28M | $29M | $44M | $48M | $48M | $8M | $46M | $47M | $49M | · | $44M | $43M | $41M | · | $27M | |
| Total Assets | $3.82B | $3.93B | $3.92B | $1.66B | $1.66B | $1.65B | $1.62B | $1.59B | $1.56B | $1.59B | $1.53B | $1.38B | $1.42B | $1.33B | $1.32B | $1.28B | |
| Accounts Payable | $711M | $662M | $653M | $305M | $318M | $329M | $300M | $278M | $278M | $339M | · | $301M | $364M | $323M | · | $339M | |
| Accrued Liabilities | $262M | $254M | $300M | $118M | $125M | $119M | $130M | $127M | $123M | $112M | · | $114M | $129M | $118M | · | $111M | |
| Current Liabilities | $991M | $929M | $974M | $435M | $455M | $460M | $442M | $417M | $412M | $462M | · | $423M | $501M | $447M | · | $458M | |
| Capital Leases | $109M | $118M | $129M | $25M | $28M | $28M | $29M | $31M | $32M | $33M | · | $28M | $26M | $25M | · | $11M | |
| Deferred Tax | $74M | $95M | $99M | · | · | · | $0 | · | · | · | · | $1M | $1M | $1M | · | · | |
| Other Non-current Liabilities | $70M | $71M | $73M | $15M | $17M | $19M | $22M | $21M | $20M | $20M | · | $17M | $15M | $12M | · | $7M | |
| Total Liabilities | $1.72B | $1.78B | $1.69B | $475M | $500M | $507M | $493M | $469M | $464M | $515M | · | $469M | $543M | $485M | · | $476M | |
| Long-term Debt | $474M | $571M | $411M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $-901M | $-880M | $-836M | $-675M | $-700M | $-725M | $-747M | $-770M | $-783M | $-807M | · | $-975M | $-1.01B | $-1.04B | · | $-1.11B | |
| Treasury Stock | · | · | · | · | · | $3M | · | · | · | · | · | · | · | $3M | · | · | |
| AOCI | $-131M | $-126M | $-126M | $-145M | $-142M | $-150M | $-153M | $-141M | $-151M | $-149M | · | $-150M | $-146M | $-149M | · | $-155M | |
| Stockholders' Equity | $2.09B | $2.14B | $2.23B | $1.18B | $1.16B | $1.14B | $1.12B | $1.11B | $1.09B | $1.08B | · | $904M | $874M | $841M | · | $804M | |
| Liabilities + Equity | $3.82B | $3.93B | $3.92B | $1.66B | $1.66B | $1.65B | $1.62B | $1.59B | $1.56B | $1.59B | · | $1.38B | $1.42B | $1.33B | · | $1.28B | |
| Shares Outstanding | 180,910,798 | 182,671,497 | 186,125,254 | 105,011,966 | 105,011,316 | 105,977,514 | 105,652,963 | 106,022,368 | 106,549,496 | 106,783,725 | · | 106,329,287 | 106,716,052 | 107,394,917 | · | · |
Fluxo de Caixa
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $23M | $20M | $11M | $10M | $11M | $10M | $8M | $9M | $7M | $7M | $7M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $5M | $5M | $17M | $4M | $4M | $4M | $4M | $3M | $4M | $2M | $4M | $4M | $4M | $3M | $4M | $3M | |
| Deferred Tax | $-8M | $-8M | $-33M | $6M | $6M | $5M | $4M | $7M | $7M | $6M | $-118M | $0 | $0 | $0 | · | · | |
| Other Non-cash | · | $-71M | · | · | · | $-58M | · | · | · | $45M | · | · | · | $-46M | · | · | |
| Operating Cash Flow | $133M | $-95M | $83M | $43M | $45M | $-16M | $122M | $74M | $21M | $81M | $105M | $4M | $85M | $-6M | $6M | $45M | |
| CapEx | $9M | $8M | $7M | $4M | $4M | $6M | $3M | $2M | $3M | $1M | $2M | $4M | $6M | $5M | $2M | $1M | |
| Investing Cash Flow | $-8M | $-53M | $-571M | $-3M | $-11M | $-5M | $-114M | $-2M | $0 | $-188M | $-1M | $-4M | $-38M | $-5M | $-61M | $-1M | |
| Stock Repurchased | $25M | $50M | $10M | $0 | $19M | $8M | $5M | $7M | $10M | $1M | $1M | $5M | $11M | $33M | $3M | $4M | |
| Net Stock Activity | · | $-50M | · | · | · | $-8M | · | · | · | $-1M | · | · | · | $-33M | · | · | |
| Financing Cash Flow | $-125M | $101M | $384M | $-5M | $-23M | $-17M | $-8M | $-10M | $-11M | $-4M | $-1M | $-7M | $-13M | $-34M | $-5M | $-5M | |
| Net Change in Cash | $-2M | $-48M | $-102M | $34M | $13M | $-37M | $-5M | $64M | $9M | $-111M | $105M | $-9M | $35M | $-44M | $-55M | $35M | |
| Taxes Paid | $9M | $2M | · | · | $2M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-103M | · | · | · | $-22M | · | · | · | $80M | · | · | · | $-11M | · | · |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 18.6% | 16.3% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 0.08% | -4.2% | · | 5.2% | 5.1% | 5.0% | · | · | 5.2% | 5.0% | · | 6.3% | 6.1% | 6.0% | · | 7.6% | |
| Net Margin | -1.6% | -3.7% | · | 3.9% | 4.0% | 3.7% | · | · | 3.8% | 3.7% | · | 5.9% | 5.7% | 5.3% | · | 6.9% | |
| Pretax Margin | -0.69% | -5.1% | · | 5.1% | 5.1% | 5.0% | · | · | 5.2% | 5.1% | · | 6.3% | 5.9% | 6.0% | · | 7.6% | |
| EBITDA Margin | 1.8% | -2.3% | · | 6.9% | 6.7% | 6.8% | · | · | 5.2% | 6.2% | · | 6.3% | 6.1% | 7.0% | · | 7.6% | |
| ROA | -0.77% | -1.6% | · | 1.5% | 1.6% | 1.4% | · | · | 1.6% | 1.4% | · | 2.6% | 2.6% | 2.5% | · | 3.4% | |
| ROE | -1.3% | -2.7% | · | 2.2% | 2.2% | 2.0% | · | · | 2.4% | 2.2% | · | 4.1% | 4.1% | 3.9% | · | 5.3% | |
| ROIC | 0.11% | -1.7% | · | 2.2% | 2.2% | 2.0% | · | · | 2.3% | 1.9% | · | 3.9% | 4.0% | 3.8% | · | 5.1% |
Liquidez e Solvência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.4 | · | 2.5 | 2.4 | 2.3 | · | · | 2.5 | 2.3 | · | 2.4 | 2.1 | 2.3 | · | 2.3 | |
| Quick Ratio | 1.0 | 1.1 | · | 1.6 | 1.5 | 1.4 | · | · | 1.5 | 1.3 | · | 1.4 | 1.2 | 1.3 | · | 1.5 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Inventory Turnover | 1.5 | 1.3 | · | 1.3 | 1.2 | 1.1 | · | · | 1.2 | 1.0 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | |
| Receivables Turnover | 2.0 | 1.8 | · | 1.5 | 1.5 | 1.4 | · | · | 1.5 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.6 |
Por Ação
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.57 | $11.70 | · | $11.26 | $11.01 | $10.75 | · | · | $10.28 | $10.08 | · | $8.50 | $8.19 | $7.83 | · | · | |
| Revenue / Share | $7.18 | $6.36 | · | $5.98 | $5.92 | $5.60 | · | · | $5.86 | $5.26 | · | $5.44 | $5.50 | $5.26 | · | $5.20 | |
| Cash Flow / Share | · | $-0.51 | · | · | · | $-0.15 | · | · | · | $0.76 | · | · | · | $-0.05 | · | · | |
| Cash / Share | $0.63 | $0.64 | · | $2.53 | $2.21 | $2.07 | · | · | $1.85 | $1.76 | · | $1.82 | $1.90 | $1.56 | · | · | |
| EPS (TTM) | $-1.54 | $-1.30 | · | $0.74 | $0.63 | $0.71 | · | $1.88 | $2.08 | $2.18 | · | $1.19 | $1.22 | $1.14 | · | $0.96 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.08B | $3.40B | · | $2.43B | $2.40B | $2.41B | · | $2.36B | $2.34B | $2.30B | · | $2.31B | $2.30B | $2.25B | · | $2.02B | |
| Net Income TTM | $-201M | $-166M | · | $80M | $68M | $78M | · | $208M | $230M | $240M | · | $132M | $137M | $129M | · | $108M | |
| Market Cap | $2.35B | $2.18B | · | $1.60B | $1.56B | $1.81B | · | · | $1.46B | $1.62B | · | $1.26B | $1.11B | $1.20B | · | · | |
| P/E | -8.4 | -9.2 | · | 20.6 | 23.5 | 24.1 | · | 6.9 | 6.6 | 7.0 | · | 10.0 | 8.5 | 9.8 | · | 10.5 | |
| P/S | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.8 | · | · | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | · | |
| P/B | 1.1 | 1.0 | · | 1.4 | 1.3 | 1.6 | · | · | 1.3 | 1.5 | · | 1.4 | 1.3 | 1.4 | · | · | |
| P / Tangible Book | 2.8 | 2.4 | · | 1.8 | 1.8 | 2.1 | · | 1.6 | 1.7 | 2.0 | · | 1.7 | 1.6 | 1.7 | · | · | |
| P / Cash Flow | · | -22.9 | · | · | · | -113.1 | · | · | · | 20.0 | · | · | · | -199.6 | · | · | |
| Earnings Yield | -11.9% | -10.9% | · | 4.9% | 4.2% | 4.2% | · | 14.5% | 15.2% | 14.3% | · | 10.0% | 11.8% | 10.2% | · | 9.6% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $2.82B | $2.37B | $2.32B | $2.14B | $1.63B |
| Margem Bruta % | 17.0% | · | · | · | · |
| Margem Operacional % | -3.3% | · | 6.0% | 6.1% | 0.55% |
| Lucro líquido | $-89M | $78M | $250M | $128M | $5M |
| EPS Diluído | $-0.76 | $0.71 | $2.27 | $1.13 | $0.05 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.3 | · | 2.6 | 2.3 | 2.4 |
| Índice de Liquidez Seca | 1.1 | · | 1.6 | 1.4 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $134M | · | $171M | $-9M | $25M |
Investidores institucionais (13F) 330 declarantes · $2.7B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Detentores
330
Valor detido
$2.7B
Novas posições
49
Posições encerradas
54
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 49 (-36 vs trimestre anterior) | 54 (+1 vs trimestre anterior) | 103 (+26 vs trimestre anterior) | 104 (-14 vs trimestre anterior) | +7.4M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $374.941.754 | 28.908.385 | 13,66% | Ações |
| VANGUARD GROUP INC | $258.351.204 | 19.498.204 | 9,42% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $253.084.492 | 19.513.068 | 9,22% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $134.851.139 | 10.397.158 | 4,91% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $106.385.893 | 8.202.459 | 3,88% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $103.203.947 | 7.956.916 | 3,76% | Ações |
| STATE STREET CORP | $94.416.594 | 7.279.614 | 3,44% | Ações |
| FIRST TRUST ADVISORS LP | $85.693.749 | 6.607.074 | 3,12% | Ações |
| Engine Capital Management, LP | $67.047.922 | 5.169.462 | 2,44% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $61.876.576 | 4.769.830 | 2,26% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $60.930.790 | 4.697.825 | 2,22% | Ações |
| GREENHAVEN ASSOCIATES INC | $56.336.712 | 4.343.617 | 2,05% | Ações |
| River Road Asset Management, LLC | $51.051.230 | 3.936.101 | 1,86% | Ações |
| Rubric Capital Management LP | $50.565.296 | 3.898.635 | 1,84% | Ações |
| Verbena Value LP | $46.783.555 | 3.607.059 | 1,70% | Ações |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $42.540.485 | 3.279.914 | 1,55% | Ações |
| ACK Asset Management LLC | $38.910.000 | 3.000.000 | 1,42% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.774.917 | 2.989.585 | 1,41% | Ações |
| PZENA INVESTMENT MANAGEMENT LLC | $37.528.462 | 2.893.482 | 1,37% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36.908.997 | 2.845.675 | 1,35% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $36.559.138 | 2.818.746 | 1,33% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $34.175.950 | 2.635.000 | 1,25% | Ações |
| BANK OF AMERICA CORP /DE/ | $25.358.180 | 1.955.141 | 0,92% | Ações |
| NORTHERN TRUST CORP | $25.352.667 | 1.954.716 | 0,92% | Ações |
| MORGAN STANLEY | $23.152.175 | 1.785.055 | 0,84% | Ações |
| ROYCE & ASSOCIATES LP | $22.718.888 | 1.751.649 | 0,83% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.587.268 | 1.664.400 | 0,79% | Opção de compra |
| Global Alpha Capital Management Ltd. | $21.039.934 | 1.622.200 | 0,77% | Ações |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $20.527.192 | 1.582.667 | 0,75% | Ações |
| NOMURA HOLDINGS INC | $19.491.835 | 1.502.840 | 0,71% | Ações |
| AMERICAN CENTURY COMPANIES INC | $17.602.923 | 1.357.203 | 0,64% | Ações |
| GOLDMAN SACHS GROUP INC | $16.297.320 | 1.256.540 | 0,59% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $15.733.687 | 1.213.083 | 0,57% | Ações |
| Bank of New York Mellon Corp | $14.886.379 | 1.147.755 | 0,54% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14.194.018 | 1.094.373 | 0,52% | Ações |
| UBS Group AG | $13.624.363 | 1.050.452 | 0,50% | Ações |
| CITADEL ADVISORS LLC | $12.867.719 | 992.114 | 0,47% | Ações |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $12.859.625 | 991.490 | 0,47% | Ações |
| Invesco Ltd. | $12.749.925 | 983.032 | 0,46% | Ações |
| MILLENNIUM MANAGEMENT LLC | $12.121.684 | 934.594 | 0,44% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $11.444.210 | 882.360 | 0,42% | Ações |
| Qube Research & Technologies Ltd | $9.814.568 | 756.713 | 0,36% | Ações |
| Invenomic Capital Management LP | $9.812.869 | 756.582 | 0,36% | Ações |
| Tejara Capital Ltd | $9.382.485 | 723.399 | 0,34% | Ações |
| MARSHALL WACE, LLP | $9.041.879 | 697.138 | 0,33% | Ações |
| Empowered Funds, LLC | $8.792.506 | 677.911 | 0,32% | Ações |
| Penn Capital Management Company, LLC | $8.702.796 | 669.753 | 0,32% | Ações |
| Nuveen, LLC | $8.164.784 | 629.513 | 0,30% | Ações |
| Public Sector Pension Investment Board | $8.134.265 | 627.160 | 0,30% | Ações |
| Russell Investments Group, Ltd. | $8.117.622 | 625.876 | 0,30% | Ações |
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Fairholme Capital Management, L.L.C., Bruce R. Berkowitz, Fairholme Funds, Inc. | 23 de Fevereiro de 2016 | · | Declaração inicial | Investimento passivo | 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.
Executivos da empresa 22 insiders · 6 diretores · 14 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Robert R Workman | President and CEO | 19 de Fevereiro de 2019 A | 621.953 | 0 | 0 | $0 |
| Gillian Anderson | VP and CAO | 12 de Março de 2026 F | 69.597 | 0 | 0 | $0 |
| Kelly T. Munson | Chief Administrative & Information Officer | 23 de Fevereiro de 2026 A | 172.085 | 0 | 0 | $0 |
| Fanny R. Surratt | Vice President - Finance; Corporate Controller | 25 de Fevereiro de 2025 A | 59.572 | 0 | 0 | $0 |
| Daniel L Molinaro | Executive Vice President | 21 de Fevereiro de 2020 F | 188.807 | 0 | 0 | $0 |
| Merrill A Miller JR | Executive Chairman | 25 de Fevereiro de 2017 F | 743.749 | 0 | 0 | $0 |
| Karen David-Green | Conselheiro | 20 de Maio de 2026 A | 43.956 | 0 | 0 | $0 |
| Sonya Reed | Conselheiro | 20 de Maio de 2026 A | 70.360 | 0 | 0 | $0 |
| Terry Bonno | Conselheiro | 20 de Maio de 2026 A | 124.994 | 0 | 0 | $0 |
| Galen Cobb | Conselheiro | 20 de Maio de 2026 A | 122.594 | 0 | 0 | $0 |
| George John Damiris | Conselheiro | 20 de Maio de 2026 A | 66.341 | 0 | 0 | $0 |
| Ronald L Jadin | Conselheiro | 20 de Maio de 2026 A | 66.341 | 0 | 0 | $0 |
| Richard J Alario | Conselheiro | 20 de Maio de 2026 A | 294.169 | 0 | 0 | $0 |
| Paul M Coppinger | Conselheiro | 20 de Maio de 2026 A | 78.846 | 0 | 0 | $0 |
| Rodney W Eads | Conselheiro | 21 de Maio de 2025 A | 115.736 | 0 | 0 | $0 |
| James Crandell | Conselheiro | 25 de Maio de 2022 A | 83.638 | 0 | 0 | $0 |
| Wayne J. Richards | Conselheiro | 19 de Maio de 2021 A | 85.928 | 0 | 0 | $0 |
| Michael E Frazier | Conselheiro | 23 de Maio de 2018 A | 57.082 | 0 | 0 | $0 |
| NATIONAL OILWELL VARCO INC | Detentor de 10% | 30 de Maio de 2014 J | 0 | 0 | 0 | $0 |
| Mark B Johnson | · | 10 de Agosto de 2026 M | 249.545 | 0 | 3 | $-1.894.600 |
| David A Cherechinsky | · | 10 de Agosto de 2026 M | 1.163.864 | 0 | 2 | $-4.285.255 |
| Raymond W Chang | · | 10 de Agosto de 2026 M | 360.388 | 0 | 2 | $-1.294.522 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 49 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,90% | 157.978 SH | 2 de Outubro de 2026 | Diário |
| RZV · Invesco Exchange-Traded Fund Trust | 0,44% | 79.598 SH | 2 de Outubro de 2026 | Diário |
| ROSC · Lattice Strategies Trust | 0,36% | 15.518 NS | 31 de Julho de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 107.113 NS | 31 de Julho de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,26% | 6.517 NS | 31 de Julho de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,25% | 321.273 SH | 2 de Outubro de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,25% | 387.350 SH | 19 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,20% | 344.180 SH | 2 de Outubro de 2026 | Diário |
| NUSC · Nushares ETF Trust | 0,19% | 174,972,02 NS | 31 de Julho de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,18% | 27.361 SH | 2 de Outubro de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 164.078 SH | 19 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,13% | 638.395 SH | 19 de Agosto de 2026 | Diário |
| DFSV · Dimensional ETF Trust | 0,10% | 584.400 NS | 31 de Julho de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 49.210 NS | 31 de Julho de 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 4.780.294 SH | 11 de Setembro de 2026 | Diário |
| RSSL · Global X Funds | 0,09% | 89.982 NS | 31 de Julho de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 1.081.693 SH | 19 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,07% | 67.257 NS | 31 de Julho de 2026 | N-PORT |
| ESML · iShares Trust | 0,06% | 116.139 SH | 11 de Setembro de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,06% | 607.107 NS | 31 de Julho de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 2.658.518 SH | 19 de Agosto de 2026 | Diário |
| TEXN · iShares Trust | 0,05% | 570 SH | 11 de Setembro de 2026 | Diário |
| FIDU · FIDELITY COVINGTON TRUST | 0,04% | 59.085 NS | 31 de Julho de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 328.200 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 2.096.521 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,03% | 4.169.586 SH | 19 de Agosto de 2026 | Diário |
| VIS · VANGUARD WORLD FUND | 0,03% | 220.439 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,03% | 10.946 SH | 11 de Setembro de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,02% | 26.419 NS | 31 de Julho de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 6.343 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 439.202 NS | 31 de Julho de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 134.389 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 14.252 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21.367 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 40.830 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 262.326 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,00% | 51.225 SH | 11 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,00% | 55.326 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 5.774.214 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 145.025 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 15.660 SH | 19 de Agosto de 2026 | Diário |
| FTLS · First Trust Exchange-Traded Fund III | -0,04% | -70.877 NS | 31 de Julho de 2026 | N-PORT |
| IJR · iShares Trust | · | 11.139.350 SH | 10 de Setembro de 2026 | Diário |
| IJS · iShares Trust | · | 1.628.440 SH | 8 de Setembro de 2026 | Diário |
| IWN · iShares Trust | · | 1.761.932 SH | 11 de Setembro de 2026 | Diário |
| XJR · iShares Trust | · | 25.183 SH | 31 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | · | 8.219 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 39.891 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 54.616 SH | 11 de Setembro de 2026 | Diário |
DNOW Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
classificação · 11 analistas
COMPRA
Alvo mediano
$19.00
+20,6%
3 27,3%
Compra forte
7 63,6%
Compra
1 9,1%
Manter
0 0,0%
Venda
0 0,0%
Venda forte
Preço-alvo de 12 meses
4 analistas · 2026-09-28Alvo médio $18.75 +19,0%
← Abaixo de todos os alvos
Preço atual $15.76
Mín$18.00
Média$18.75
Máx$19.00
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| DXPE | $1.70B | 20.4 | 11.9% | 4.4% | 18.4% | 31.5% |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | · |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| FTAI | · | · | · | · | · | · |
| WLFC | $1.03B | 8.8 | 28.3% | 15.6% | 17.8% | · |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
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Fonte: SEC 10-Q arquivado Ago 6, 2026