ENS EnerSys Common Stock
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EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
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EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
The president and CEO as of 2025 is Shawn O'Connell.
Products
EnerSys produces reserve-power batteries, marketed and sold principally under the Alpha, PowerSafe, DataSafe, Hawker, Genesis, ODYSSEY and CYCLON brands. Motive-power batteries are marketed and sold principally under the Hawker, NexSys, IRONCLAD, General Battery, Fiamm Motive Power, Oldham and Express brands. EnerSys also manufactures and sells related DC power products including chargers, electronic power equipment and a wide variety of battery accessories.
Motive power batteries and chargers are utilized in electric forklift trucks and other commercial and industrial electric powered vehicles. Reserve power batteries are used in the telecommunication and utility industries, uninterruptible power supplies, and other applications requiring stored energy systems. These industries include medical, aerospace and defense systems. With the Alpha acquisition, EnerSys expanded its portfolio to become a fully integrated DC power and energy storage system and technology provider for broadband, telecom and energy storage systems. Outdoor equipment enclosure products are utilized in the telecommunication, cable, utility, and transportation industries, as well as by government and defense customers.
Acquisitions and joint ventures
GS Yuasa
EnerSys, in 2000, acquired Yuasa's industrial division.
Hawker
The Hawker Group merged with EnerSys in 2002.
Invensys
In 2002 EnerSys acquired Energy Storage Products Group of Invensys for $505 million.
ABSL Power Solutions
Acquired in 2011 in the United Kingdom.
Ergon Batteries Ltd.
Acquired in March 2011 they made Lead and Nickel based batteries for motive and reserve power markets in Greece.
GAIA Akkumulatorenwerke GmbH
Based in Germany and acquired in September 2011 they produced lithium-ion battery systems for space, naval, marine, renewable energy, and specialty high power applications.
Powertech Batteries- Industrial Division
A South African company with lead based solutions for reserve and motive power customers that was acquired in October 2011.
Energy Leader Batteries Ltd.
Acquired in March 2012, this Indian based company was a producer of reserve and motive power batteries.
Purcell Systems
In October 2013, EnerSys acquired Purcell Systems a company based in Washington State. They are a leading designer, manufacturer, and marketer of thermally managed electronic equipment and battery cabinet enclosures for customers globally in telecommunication, broadband, utility, rail, and military applications.
UTS Holdings Sdn. Bhd
Based in Malaysia. Acquired in January 2014 with its subsidiaries Battery Power International Pte. Ltd. and IE Technologies Pte. Ltd. based in Singapore. Manufacturer of Motive and Reserve power batteries.
ICS Industries Pty. Ltd
Based in Australia. Acquired in July 2015. The company is a full line shelter designer, manufacturer with installation and maintenance services.
ENSER
Based in Tampa, Florida. Acquired in April 2016. A manufacturer of molten salt "thermal" batteries used in powering a multitude of electronics, guidance, and other electrical loads on many of today's advanced weapon systems.
Alpha Group
On December 10, 2018, EnerSys completed its acquisition of the Alpha Technologies Group of companies, Alpha Group.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
ENS Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
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Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 18 de Junho de 2026 | $0,2630 |
| 13 de Março de 2026 | $0,2630 |
| 12 de Dezembro de 2025 | $0,2630 |
| 12 de Setembro de 2025 | $0,2630 |
| 13 de Junho de 2025 | $0,2400 |
| 14 de Março de 2025 | $0,2400 |
| 13 de Dezembro de 2024 | $0,2400 |
| 16 de Setembro de 2024 | $0,2400 |
| 14 de Junho de 2024 | $0,2250 |
| 14 de Março de 2024 | $0,2250 |
| 14 de Dezembro de 2023 | $0,2250 |
| 14 de Setembro de 2023 | $0,2250 |
| 15 de Junho de 2023 | $0,1750 |
| 16 de Março de 2023 | $0,1750 |
| 15 de Dezembro de 2022 | $0,1750 |
| 15 de Setembro de 2022 | $0,1750 |
| 15 de Junho de 2022 | $0,1750 |
| 10 de Março de 2022 | $0,1750 |
| 16 de Dezembro de 2021 | $0,1750 |
| 9 de Setembro de 2021 | $0,1750 |
ENS Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 3 27,3%
- Compra 5 45,5%
- Manter 3 27,3%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
5 analistas · 2026-08-19Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 31 de Março de 2027 | $3.66 | $2.85 | — |
| 31 de Dezembro de 2026 | $3.19 | $3.02 | — |
| 30 de Junho de 2026 | $3.66 | $2.85 | 0.81% |
| 31 de Março de 2026 | $3.19 | $3.02 | 0.17% |
| 31 de Dezembro de 2025 | $2.77 | $2.75 | 0.02% |
| 30 de Setembro de 2025 | $2.56 | $2.38 | 0.18% |
| 30 de Junho de 2025 | $2.08 | $2.07 | 0.01% |
| 31 de Março de 2025 | $2.97 | $2.81 | 0.16% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
| FLNC | — | -29.2 | -16.2% | -2.1% | -10.7% | 13.1% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 15
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B | $2.98B | $3.09B | $2.81B | $186M | $142M | $135M | $133M | |
| Cost of Revenue | · | · | · | · | $2.60B | $2.24B | $2.30B | $2.10B | $1.92B | $1.71B | $1.70B | $1.86B | |
| Gross Profit | $1.10B | $1.09B | $983M | $840M | $750M | $739M | $785M | $693M | $658M | $652M | $612M | $641M | |
| Operating Expenses | · | · | · | · | · | · | $530M | $441M | $382M | $370M | $353M | $358M | |
| Operating Income | $426M | $465M | $352M | $278M | $206M | $216M | $190M | $212M | $271M | $237M | $210M | $263M | |
| Interest Expense | · | · | $50M | $60M | $38M | $38M | $44M | $31M | $25M | $22M | $22M | $20M | |
| Other Non-op | $-29M | $-7M | $-9M | $-8M | $5M | $-8M | $415.0K | $614.0K | $-8M | $-2M | $-6M | $6M | |
| Pretax Income | $347M | $407M | $292M | $211M | $174M | $170M | $147M | $182M | $238M | $213M | $182M | $249M | |
| Income Tax | $54M | $43M | $23M | $35M | $30M | $27M | $10M | $22M | $118M | $54M | $50M | $68M | |
| Net Income | $294M | $364M | $269M | $176M | $144M | $143M | $137M | $160M | $120M | $160M | $136M | $181M | |
| EPS (Basic) | $7.84 | $9.15 | $6.62 | $4.31 | $3.42 | $3.37 | $3.23 | $3.79 | $2.81 | $3.69 | $3.08 | $3.97 | |
| EPS (Diluted) | $7.70 | $8.99 | $6.50 | $4.25 | $3.36 | $3.32 | $3.20 | $3.73 | $2.77 | $3.64 | $2.99 | $3.77 | |
| Shares (Basic) | 37,439,727 | 39,760,829 | 40,669,392 | 40,809,235 | 42,106,337 | 42,548,449 | 42,411,834 | 42,335,023 | 42,612,036 | 43,389,333 | 44,276,713 | 45,606,317 | |
| Shares (Diluted) | 38,144,210 | 40,438,579 | 41,371,439 | 41,326,755 | 42,783,373 | 43,224,403 | 42,896,775 | 43,008,952 | 43,119,856 | 44,012,543 | 45,474,130 | 48,052,729 | |
| EBITDA | $426M | $465M | $352M | $278M | $206M | $216M | $190M | $212M | $269M | $236M | $210M | $263M |
Balanço Patrimonial 30
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $439M | $343M | $333M | $347M | $402M | $452M | $327M | $299M | $522M | $500M | $397M | $269M | |
| Receivables | $506M | $598M | $525M | $638M | $719M | $604M | $596M | $624M | $546M | $487M | $491M | $518M | |
| Inventory | $725M | $740M | $698M | $798M | $716M | $518M | $519M | $504M | $414M | $361M | $331M | $337M | |
| Prepaid Expense | $472M | $409M | $227M | $114M | $156M | $118M | $121M | $109M | $57M | $71M | $77M | $78M | |
| Other Current Assets | $63M | $62M | $53M | $35M | $46M | $28M | $26M | $28M | $21M | $22M | $20M | $24M | |
| Current Assets | $2.14B | $2.09B | $1.78B | $1.90B | $1.99B | $1.69B | $1.56B | $1.54B | $1.54B | $1.42B | $1.30B | $1.20B | |
| PP&E (Net) | $593M | $592M | $532M | $513M | $503M | $497M | $480M | $409M | $390M | $349M | $357M | $357M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.01B | $981M | $867M | $855M | $820M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $597M | $590M | $518M | $498M | $463M | |
| Goodwill | $752M | $721M | $683M | $677M | $701M | $706M | $664M | $656M | $353M | $329M | $354M | $370M | |
| Intangibles | $343M | $375M | $319M | $360M | $396M | $431M | $456M | $462M | $147M | $154M | $160M | $158M | |
| Other Non-current Assets | $104M | $118M | $99M | $121M | $83M | $73M | $83M | $13M | $13M | $11M | $14M | $14M | |
| Total Assets | $4.00B | $3.97B | $3.47B | $3.62B | $3.74B | $3.46B | $3.30B | $3.12B | $2.49B | $2.29B | $2.21B | $2.14B | |
| Accounts Payable | $354M | $406M | $369M | $379M | $393M | $324M | $282M | $292M | $259M | $222M | $228M | $219M | |
| Accrued Liabilities | $421M | $341M | $324M | $309M | $290M | $319M | $272M | $256M | $214M | $227M | $200M | $193M | |
| Short-term Debt | $29M | $29M | $30M | $31M | $55M | $34M | $47M | $54M | $18M | $18M | $22M | $20M | |
| Current Liabilities | $804M | $775M | $724M | $718M | $738M | $677M | $600M | $613M | $492M | $467M | $451M | $432M | |
| Capital Leases | $52M | $67M | $62M | $67M | $53M | $43M | $51M | $175.0K | $55.0K | $96.0K | $177.0K | $37.0K | |
| Deferred Tax | $14M | $18M | $31M | $61M | $78M | $76M | $78M | $82M | $34M | $46M | $46M | $77M | |
| Other Non-current Liabilities | $197M | $175M | $152M | $191M | $184M | $196M | $214M | $165M | $181M | $84M | $86M | $82M | |
| Total Liabilities | $2.09B | $2.05B | $1.71B | $2.01B | $2.24B | $1.92B | $2.00B | $1.83B | $1.29B | $1.18B | $1.19B | $1.08B | |
| Total Debt | $1.11B | $1.11B | $832M | $1.07B | $1.30B | $1.00B | $1.15B | $1.03B | $598M | $606M | $628M | $516M | |
| Common Stock | $576.0K | $568.0K | $564.0K | $560.0K | $557.0K | $555.0K | $551.0K | $548.0K | $546.0K | $544.0K | $541.0K | $537.0K | |
| Paid-in Capital | $735M | $663M | $630M | $596M | $571M | $554M | $529M | $513M | $477M | $464M | $452M | $526M | |
| Retained Earnings | $2.74B | $2.49B | $2.16B | $1.93B | $1.78B | $1.67B | $1.56B | $1.45B | $1.32B | $1.23B | $1.10B | $997M | |
| Treasury Stock | $1.36B | $989M | $836M | $741M | $719M | $563M | $564M | $531M | $561M | $440M | $440M | $376M | |
| AOCI | $-212M | $-247M | $-205M | $-183M | $-143M | $-116M | $-215M | $-143M | $-42M | $-153M | $-97M | $-109M | |
| Stockholders' Equity | $1.91B | $1.92B | $1.75B | $1.60B | $1.49B | $1.54B | $1.30B | $1.28B | $1.20B | $1.10B | $1.01B | $1.04B | |
| Liabilities + Equity | $4.00B | $3.97B | $3.47B | $3.62B | $3.74B | $3.46B | $3.30B | $3.12B | $2.49B | $2.29B | $2.21B | $2.14B | |
| Shares Outstanding | 36,462,211 | 39,192,061 | 40,271,936 | 40,901,059 | 40,986,658 | 42,753,020 | 42,323,305 | 42,620,750 | 41,915,000 | 43,447,536 | 43,189,502 | 44,068,588 |
Fluxo de Caixa 17
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $114M | $101M | $92M | $91M | $96M | $94M | $87M | $63M | $54M | $54M | $56M | $57M | |
| Stock-based Comp | $38M | $28M | $31M | $26M | $24M | $20M | $21M | $23M | $19M | $19M | $20M | $25M | |
| Deferred Tax | $14M | $-32M | $-29M | $-15M | $1M | $-9M | $-16M | $-6M | $-20M | $1M | $-753.0K | $32M | |
| Amort. of Intangibles | $33M | $32M | $28M | $31M | $33M | $33M | $31M | $15M | $8M | $9M | $8M | $8M | |
| Restructuring | $51M | $14M | $28M | $16M | $19M | $40M | $21M | $35M | $5M | $7M | $13M | $11M | |
| Operating Cash Flow | $548M | $260M | $457M | $280M | $-66M | $358M | $253M | $198M | $211M | $246M | $308M | $194M | |
| CapEx | $80M | $121M | $86M | $89M | $74M | $70M | $101M | $70M | $70M | $50M | $56M | $64M | |
| Investing Cash Flow | $-88M | $-336M | $-92M | $-45M | $-69M | $-65M | $-275M | $-724M | $-72M | $-62M | $-81M | $-60M | |
| Debt Issued | · | $0 | $0 | $300M | $0 | $0 | · | · | $0 | $0 | $300M | $150M | |
| Net Debt Issued | · | $0 | $0 | $300M | · | · | · | · | $-128M | $-15M | $292M | $150M | |
| Stock Repurchased | $371M | $154M | $96M | $23M | $156M | $0 | $35M | $56M | $121M | $0 | $178M | $205M | |
| Net Stock Activity | $-371M | $-154M | $-96M | $-23M | $-156M | $0 | $-35M | $-56M | $-121M | $0 | $-178M | $-205M | |
| Dividends Paid | $38M | $37M | $34M | $29M | $29M | $30M | $30M | $30M | $30M | $30M | $31M | $32M | |
| Financing Cash Flow | $-381M | $90M | $-371M | $-270M | $98M | $-189M | $63M | $347M | $-167M | $-63M | $-106M | $-59M | |
| Net Change in Cash | $96M | $10M | $-13M | $-56M | $-49M | $125M | $28M | $-223M | $22M | $103M | $128M | $29M | |
| Free Cash Flow | $468M | $139M | $371M | $191M | $-140M | $288M | $152M | $127M | $141M | $196M | $252M | $131M | |
| Levered FCF | · | · | $325M | $141M | $-171M | $256M | $111M | $100M | $129M | $179M | $236M | $117M |
Lucratividade 8
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.3% | 30.2% | 27.4% | 22.7% | 22.3% | 24.8% | 363.1% | 371.5% | 353.1% | 458.9% | 451.9% | 481.3% | |
| Operating Margin | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% | 7.3% | 88.0% | 113.9% | 144.8% | 166.4% | 155.1% | 197.8% | |
| Net Margin | 7.8% | 10.1% | 7.5% | 4.7% | 4.3% | 4.8% | 63.4% | 85.9% | 64.3% | 113.0% | 100.6% | 136.1% | |
| Pretax Margin | 9.3% | 11.2% | 8.2% | 5.7% | 5.2% | 5.7% | 68.0% | 97.7% | 128.1% | 150.0% | 134.4% | 187.2% | |
| EBITDA Margin | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% | 7.3% | 88.0% | 113.9% | 144.8% | 166.4% | 155.1% | 197.8% | |
| ROA | 7.4% | 9.8% | 7.6% | 4.8% | 4.0% | 4.2% | 4.1% | 5.7% | 5.0% | 7.1% | 6.3% | 8.1% | |
| ROE | 15.4% | 19.8% | 16.1% | 11.4% | 9.5% | 10.1% | 10.3% | 12.9% | 10.4% | 15.1% | 13.3% | 16.4% | |
| ROIC | 12.0% | 13.7% | 12.5% | 8.7% | 6.1% | 7.2% | 7.2% | 8.1% | 7.5% | 10.3% | 9.3% | 12.3% |
Liquidez e Solvência 5
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.6 | 2.7 | 2.5 | 2.6 | 2.5 | 3.1 | 3.0 | 2.9 | 2.8 | |
| Quick Ratio | 1.2 | 1.2 | 1.2 | 1.4 | 1.5 | 1.6 | 1.5 | 1.5 | 2.2 | 2.1 | 2.0 | 1.8 | |
| Debt / Equity | 0.6 | 0.6 | 0.5 | 0.7 | 0.9 | 0.7 | 0.9 | 0.8 | 0.5 | 0.5 | 0.6 | 0.5 | |
| LT Debt / Equity | 0.6 | 0.6 | 0.5 | 0.7 | 0.8 | 0.6 | 0.8 | 0.8 | 0.5 | 0.5 | 0.6 | 0.5 | |
| Interest Coverage | · | · | 7.0 | 4.7 | 5.5 | 5.6 | 4.4 | 6.9 | 10.8 | 10.6 | 9.4 | 13.4 |
Eficiência 3
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Inventory Turnover | · | · | · | · | 4.2 | 4.3 | 4.3 | 4.6 | 5.0 | 5.0 | 5.1 | 5.1 | |
| Receivables Turnover | 6.8 | 6.4 | 6.2 | 5.5 | 5.1 | 5.0 | 0.4 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 |
Taxas de Crescimento 10
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 1.0% | -3.4% | 10.5% | 12.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.38% | 2.5% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.3% | 38.3% | 52.9% | 26.5% | 1.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 21.9% | 38.8% | 25.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -19.3% | 35.2% | 53.1% | 22.2% | 0.37% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.6% | 36.2% | 23.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 17
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B | $2.98B | $3.09B | $2.81B | $186M | $142M | $135M | $133M | |
| Net Income TTM | $294M | $364M | $269M | $176M | $144M | $143M | $137M | $160M | $120M | $160M | $136M | $181M | |
| Market Cap | $6.33B | $3.59B | $3.80B | $3.55B | $3.06B | $3.88B | $2.10B | $2.78B | $2.91B | $3.43B | $2.41B | $2.83B | |
| Enterprise Value | $7.00B | $4.36B | $4.30B | $4.28B | $3.95B | $4.43B | $2.92B | $3.50B | $2.98B | $3.54B | $2.64B | $3.08B | |
| P/E | 22.6 | 10.2 | 14.5 | 20.4 | 22.2 | 27.3 | 15.5 | 17.5 | 25.0 | 21.7 | 18.6 | 17.0 | |
| P/S | 1.7 | 1.0 | 1.1 | 1.0 | 0.9 | 1.3 | 0.7 | 1.0 | 15.6 | 24.2 | 17.8 | 21.3 | |
| P/B | 3.3 | 1.9 | 2.2 | 2.2 | 2.1 | 2.5 | 1.6 | 2.2 | 2.4 | 3.1 | 2.4 | 2.7 | |
| P / Tangible Book | 7.8 | 4.4 | 5.1 | 6.3 | 7.8 | 9.6 | · | · | · | · | · | · | |
| P / Cash Flow | 11.6 | 13.8 | 8.3 | 12.7 | -46.6 | 10.8 | 8.3 | 14.0 | 13.8 | 13.9 | 7.8 | 14.6 | |
| P / FCF | 13.5 | 25.8 | 10.3 | 18.6 | -21.9 | 13.5 | 13.8 | 21.8 | 20.6 | 17.5 | 9.6 | 21.6 | |
| EV / EBITDA | 16.4 | 9.4 | 12.2 | 15.4 | 19.2 | 20.5 | 15.4 | 16.5 | 11.1 | 15.0 | 12.6 | 11.7 | |
| EV / FCF | 15.0 | 31.3 | 11.6 | 22.4 | -28.3 | 15.4 | 19.2 | 27.5 | 21.1 | 18.0 | 10.5 | 23.5 | |
| EV / Revenue | 1.9 | 1.2 | 1.2 | 1.2 | 1.2 | 1.5 | 0.9 | 1.2 | 16.0 | 24.9 | 19.5 | 23.1 | |
| Dividend Yield | 0.60% | 1.0% | 0.91% | 0.80% | 0.96% | 0.77% | 1.4% | 1.1% | 1.0% | 0.89% | 1.3% | 1.1% | |
| Earnings Yield | 4.4% | 9.8% | 6.9% | 4.9% | 4.5% | 3.7% | 6.5% | 5.7% | 4.0% | 4.6% | 5.4% | 5.9% | |
| Payout Ratio | 13.0% | 10.3% | 12.8% | 16.2% | 20.4% | 20.8% | 21.7% | 18.6% | 24.8% | 19.0% | 22.7% | 17.5% | |
| Annual Payout | $38M | $37M | $34M | $29M | $29M | $30M | $30M | $30M | $30M | $30M | $31M | $32M |
Demonstração de Resultados 14
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $936M | $988M | $919M | $951M | $893M | $975M | $906M | $884M | $853M | $911M | $862M | $909M | $990M | $899M | |
| Gross Profit | $313M | $291M | $276M | $277M | $253M | $304M | $298M | $252M | $238M | $254M | $249M | $240M | $246M | $195M | |
| Operating Expenses | $151M | · | $148M | $164M | $161M | · | $154M | $151M | $141M | · | $144M | $145M | · | $137M | |
| Operating Income | $151M | $124M | $124M | $92M | $86M | $131M | $143M | $99M | $91M | $81M | $93M | $89M | $95M | $54M | |
| Interest Expense | · | · | $14M | $12M | $11M | · | $15M | $12M | $11M | · | $12M | $15M | · | $15M | |
| Other Non-op | $-6M | $-12M | $-4M | $-3M | $-10M | $-2M | $-1M | $-3M | $-1M | $-4M | $-2M | $-668.0K | $-5M | $1M | |
| Pretax Income | $135M | $99M | $106M | $76M | $66M | $116M | $127M | $84M | $79M | $67M | $79M | $74M | $76M | $40M | |
| Income Tax | $19M | $22M | $16M | $8M | $8M | $20M | $12M | $2M | $9M | $6M | $2M | $7M | $10M | $6M | |
| Net Income | $116M | $77M | $90M | $68M | $57M | $97M | $115M | $82M | $70M | $61M | $76M | $67M | $66M | $34M | |
| EPS (Basic) | $3.19 | $2.08 | $2.45 | $1.83 | $1.48 | $2.44 | $2.92 | $2.05 | $1.74 | $1.51 | $1.88 | $1.63 | $1.62 | $0.85 | |
| EPS (Diluted) | $3.09 | $2.04 | $2.40 | $1.80 | $1.46 | $2.39 | $2.88 | $2.01 | $1.71 | $1.48 | $1.86 | $1.60 | $1.59 | $0.84 | |
| Shares (Basic) | 36,467,526 | -75,659,070 | 36,864,078 | 37,436,456 | 38,798,263 | -79,913,299 | 39,305,035 | 40,165,080 | 40,204,013 | -101,132 | 40,451,279 | 40,937,334 | 21,581 | 40,740,989 | |
| Shares (Diluted) | 37,626,671 | -76,790,114 | 37,660,696 | 37,977,855 | 39,295,773 | -81,333,655 | 39,922,913 | 40,863,205 | 40,986,116 | -105,511 | 41,047,893 | 41,698,324 | 59,435 | 41,167,622 | |
| EBITDA | $151M | · | $124M | $92M | $86M | · | $143M | $99M | $91M | · | $93M | $89M | · | $54M |
Balanço Patrimonial 28
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $531M | $439M | $450M | $389M | $347M | $343M | $463M | $408M | $344M | $333M | $333M | $258M | · | $294M | |
| Receivables | $455M | $506M | $475M | $571M | $567M | $598M | $545M | $549M | $508M | $525M | $498M | $566M | · | $705M | |
| Inventory | $739M | $725M | $795M | $805M | $789M | $740M | $753M | $764M | $714M | $698M | $755M | $809M | · | $812M | |
| Prepaid Expense | $406M | $472M | $411M | $380M | $464M | $409M | $411M | $336M | $283M | $227M | $186M | $119M | · | $149M | |
| Other Current Assets | · | $63M | · | · | · | $62M | · | · | · | $53M | · | · | · | · | |
| Current Assets | $2.13B | $2.14B | $2.13B | $2.14B | $2.17B | $2.09B | $2.17B | $2.06B | $1.85B | $1.78B | $1.77B | $1.75B | · | $1.96B | |
| PP&E (Net) | $572M | · | $599M | $608M | $607M | · | $583M | $582M | $547M | · | $524M | $513M | · | $482M | |
| Goodwill | $748M | $752M | $760M | $754M | $758M | $721M | $716M | $739M | $679M | $683M | $691M | $688M | $677M | $658M | |
| Intangibles | $334M | $343M | $352M | $360M | $369M | $375M | $384M | $395M | $312M | $319M | $335M | $355M | · | $374M | |
| Other Non-current Assets | $104M | $104M | $115M | $117M | $121M | $118M | $119M | $123M | $121M | $99M | $127M | $123M | · | $93M | |
| Total Assets | $3.96B | $4.00B | $4.05B | $4.07B | $4.11B | $3.97B | $4.03B | $3.95B | $3.56B | $3.47B | $3.50B | $3.48B | · | $3.62B | |
| Accounts Payable | $335M | $354M | $337M | $368M | $363M | $406M | $351M | $334M | $355M | $369M | $342M | $343M | · | $345M | |
| Accrued Liabilities | $398M | $420M | $410M | $377M | $329M | $341M | $330M | $329M | $301M | $324M | $290M | $261M | · | $293M | |
| Short-term Debt | $29M | $29M | $30M | $29M | $30M | $29M | $30M | $30M | $30M | $30M | $31M | $31M | · | $35M | |
| Current Liabilities | $762M | $804M | $776M | $775M | $721M | $775M | $710M | $692M | $686M | $724M | $663M | $636M | · | $672M | |
| Capital Leases | · | $52M | · | · | · | $67M | · | · | · | $62M | · | · | · | $53M | |
| Deferred Tax | $14M | $14M | $16M | $16M | $17M | $18M | $37M | $35M | $34M | $31M | $60M | $61M | · | $77M | |
| Other Non-current Liabilities | $197M | $194M | $211M | $230M | $238M | $175M | $159M | $180M | $160M | $152M | $169M | $194M | · | $165M | |
| Total Liabilities | $1.98B | $2.09B | $2.15B | $2.21B | $2.24B | $2.05B | $2.18B | $2.11B | $1.75B | $1.71B | $1.77B | $1.80B | · | $2.21B | |
| Total Debt | · | · | $1.18B | $1.21B | $1.30B | · | $1.30B | $1.23B | $897M | · | $912M | · | · | · | |
| Common Stock | $576.0K | $576.0K | $574.0K | $572.0K | $568.0K | $568.0K | $567.0K | $567.0K | $565.0K | $564.0K | $563.0K | $565.0K | · | $559.0K | |
| Paid-in Capital | $749M | $735M | $717M | $694M | $681M | $663M | $653M | $644M | $644M | $630M | $620M | $612M | · | $578M | |
| Retained Earnings | $2.85B | $2.74B | $2.68B | $2.60B | $2.54B | $2.49B | $2.40B | $2.30B | $2.22B | $2.16B | $2.11B | $1.99B | · | $1.83B | |
| Treasury Stock | $1.41B | $1.36B | $1.29B | $1.21B | $1.14B | $989M | $949M | $911M | $847M | $836M | $823M | $741M | · | $742M | |
| AOCI | $-218M | $-212M | $-210M | $-221M | $-217M | $-247M | $-262M | $-193M | $-214M | $-205M | $-182M | $-179M | · | $-257M | |
| Stockholders' Equity | $1.97B | $1.91B | $1.89B | $1.86B | $1.86B | $1.92B | $1.84B | $1.84B | $1.81B | $1.75B | $1.73B | $1.68B | · | $1.41B | |
| Liabilities + Equity | $3.96B | $4.00B | $4.05B | $4.07B | $4.11B | $3.97B | $4.03B | $3.95B | $3.56B | $3.47B | $3.50B | $3.48B | · | $3.62B | |
| Shares Outstanding | 36,310,450 | 36,462,211 | 36,731,551 | 37,200,154 | 37,456,608 | 39,192,061 | 39,424,672 | 39,813,904 | 40,237,053 | 40,271,936 | 40,399,131 | 41,030,034 | 40,901,059 | 40,821,711 |
Fluxo de Caixa 16
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $29M | $30M | $28M | $27M | $26M | $26M | $25M | $24M | $24M | $23M | $23M | $22M | · | |
| Stock-based Comp | $8M | $8M | $7M | $4M | $18M | $8M | $8M | $5M | $7M | $8M | $10M | $8M | $8M | · | |
| Deferred Tax | $-431.0K | $15M | $-47.0K | $-26.0K | $-42.0K | $-32M | $-46.0K | $83.0K | $31.0K | $-29M | $-304.0K | $42.0K | $-15M | · | |
| Amort. of Intangibles | $8M | $8M | $8M | · | $8M | $8M | $8M | $8M | · | $7M | $7M | · | $7M | $8M | |
| Restructuring | $11M | $20M | $4M | $21M | $6M | $5M | $1M | $2M | $6M | $8M | $6M | $6M | $4M | $3M | |
| Operating Cash Flow | $230M | $144M | $185M | $218M | $968.0K | $135M | $81M | $34M | $10M | $137M | $135M | $75M | $144M | · | |
| CapEx | $12M | $13M | $13M | $21M | $33M | $30M | $24M | $30M | $36M | $27M | $23M | $16M | $31M | · | |
| Investing Cash Flow | $-12M | $-12M | $-13M | $-21M | $-41M | $-29M | $-25M | $-236M | $-47M | $-27M | $-23M | $-24M | $-31M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $7M | · | · | $8M | · | · | |
| Stock Repurchased | $50M | $69M | $84M | $68M | $150M | $40M | $39M | $64M | $12M | $13M | $35M | $0 | $0 | · | |
| Net Stock Activity | $-50M | · | · | · | $-150M | · | · | · | $-5M | · | · | $0 | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $10M | $9M | $9M | $9M | $7M | $7M | · | |
| Financing Cash Flow | $-124M | $-139M | $-113M | $-154M | $26M | $-239M | $24M | $254M | $51M | $-99M | $-118M | $-136M | $-68M | · | |
| Net Change in Cash | $92M | $-11M | $61M | $42M | $4M | $-120M | $55M | $64M | $11M | $610.0K | $5M | $-88M | $49M | · | |
| Free Cash Flow | $218M | · | · | · | $-32M | · | · | · | $-26M | · | · | $59M | · | · | |
| Levered FCF | · | · | · | · | $-42M | · | · | · | $-35M | · | · | $45M | · | · |
Lucratividade 8
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | · | 30.1% | 29.1% | 28.4% | · | 32.9% | 28.5% | 28.0% | · | 28.9% | 26.5% | · | 21.7% | |
| Operating Margin | 16.2% | · | 13.5% | 9.7% | 9.7% | · | 15.7% | 11.2% | 10.7% | · | 10.8% | 9.8% | · | 6.0% | |
| Net Margin | 12.4% | · | 9.8% | 7.2% | 6.4% | · | 12.7% | 9.3% | 8.2% | · | 8.8% | 7.3% | · | 3.8% | |
| Pretax Margin | 14.4% | · | 11.6% | 8.0% | 7.3% | · | 14.0% | 9.5% | 9.3% | · | 9.1% | 8.1% | · | 4.5% | |
| EBITDA Margin | 16.2% | · | 13.5% | 9.7% | 9.7% | · | 15.7% | 11.2% | 10.7% | · | 10.8% | 9.8% | · | 6.0% | |
| ROA | · | · | 2.2% | 1.7% | 1.5% | · | 3.0% | 2.2% | 2.0% | · | 2.1% | · | · | · | |
| ROE | · | · | 4.8% | 3.7% | 3.1% | · | 6.4% | 4.7% | 4.0% | · | 4.7% | · | · | · | |
| ROIC | · | · | 3.4% | 2.7% | 2.4% | · | 4.1% | 3.2% | 3.0% | · | 3.4% | · | · | · |
Liquidez e Solvência 5
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 2.7 | 2.8 | 3.0 | · | 3.1 | 3.0 | 2.7 | · | 2.7 | · | · | · | |
| Quick Ratio | · | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.4 | 1.2 | · | 1.3 | · | · | · | |
| Debt / Equity | · | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.5 | · | 0.5 | · | · | · | |
| LT Debt / Equity | · | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.5 | · | 0.5 | · | · | · | |
| Interest Coverage | · | · | 8.8 | 7.6 | 7.6 | · | 9.6 | 8.0 | 8.3 | · | 7.9 | 5.9 | · | 3.5 |
Eficiência 2
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | · | · | |
| Receivables Turnover | · | · | 1.8 | 1.7 | 1.7 | · | 1.7 | 1.6 | 1.6 | · | 1.5 | · | · | · |
Avaliação (TTM) 15
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | · | $3.67B | $3.63B | $3.54B | · | $3.50B | $3.50B | $3.52B | · | $3.59B | $3.63B | · | $3.43B | |
| Net Income TTM | $333M | · | $331M | $323M | $325M | · | $343M | $294M | $278M | · | $253M | $177M | · | $137M | |
| Market Cap | · | · | $5.55B | $4.15B | $3.25B | · | $3.65B | $4.04B | $4.17B | · | $4.08B | · | · | · | |
| Enterprise Value | · | · | $6.28B | $4.98B | $4.20B | · | $4.49B | $4.87B | $4.72B | · | $4.66B | · | · | · | |
| P/E | 23.6 | · | 17.7 | 13.7 | 10.8 | · | 11.0 | 14.2 | 15.4 | · | 16.6 | 25.4 | · | 17.8 | |
| P/S | · | · | 1.5 | 1.1 | 0.9 | · | 1.0 | 1.2 | 1.2 | · | 1.1 | · | · | · | |
| P/B | · | · | 2.9 | 2.2 | 1.7 | · | 2.0 | 2.2 | 2.3 | · | 2.4 | · | · | · | |
| P / Tangible Book | · | · | 7.1 | 5.5 | 4.4 | · | 4.9 | 5.7 | 5.1 | · | 5.8 | · | · | · | |
| P / Cash Flow | · | · | · | · | 3357.2 | · | · | · | 400.6 | · | · | · | · | · | |
| P / FCF | · | · | · | · | -101.4 | · | · | · | -161.8 | · | · | · | · | · | |
| EV / EBITDA | · | · | 50.5 | 54.1 | 48.6 | · | 31.5 | 49.0 | 51.7 | · | 50.3 | · | · | · | |
| EV / FCF | · | · | · | · | -131.1 | · | · | · | -183.3 | · | · | · | · | · | |
| EV / Revenue | · | · | 1.7 | 1.4 | 1.2 | · | 1.3 | 1.4 | 1.3 | · | 1.3 | · | · | · | |
| Earnings Yield | 4.2% | · | 5.7% | 7.3% | 9.3% | · | 9.1% | 7.0% | 6.5% | · | 6.0% | 3.9% | · | 5.6% | |
| Payout Ratio | 8.2% | · | · | · | 15.8% | · | · | · | 12.9% | · | · | 10.7% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Receita | $3.75B | $3.62B | $3.58B | $3.71B | $3.36B |
| Margem Bruta % | 29.3% | 30.2% | 27.4% | 22.7% | 22.3% |
| Margem Operacional % | 11.4% | 12.8% | 9.8% | 7.5% | 6.1% |
| Lucro líquido | $294M | $364M | $269M | $176M | $144M |
| EPS Diluído | $7.70 | $8.99 | $6.50 | $4.25 | $3.36 |
Balanço Patrimonial
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.6 | 0.6 | 0.5 | 0.7 | 0.9 |
| Índice de liquidez corrente | 2.7 | 2.7 | 2.5 | 2.6 | 2.7 |
| Índice de Liquidez Seca | 1.2 | 1.2 | 1.2 | 1.4 | 1.5 |
Fluxo de Caixa
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $468M | $139M | $371M | $191M | $-140M |
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
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Investidores institucionais (13F) 590 declarantes · $4.8B total · Em 30 de Junho 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.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 109 (-6 vs trimestre anterior) | 43 (+5 vs trimestre anterior) | 189 (+1 vs trimestre anterior) | 183 (+45 vs trimestre anterior) | +4.3M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $548.573.987 | 2.346.138 | 11,39% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $385.424.913 | 1.648.383 | 8,00% | Ações |
| STATE STREET CORP | $354.520.501 | 1.514.758 | 7,36% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $266.186.824 | 1.138.426 | 5,53% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $218.691.927 | 935.124 | 4,54% | Ações |
| EARNEST PARTNERS LLC | $209.732.097 | 896.981 | 4,35% | Ações |
| FIRST TRUST ADVISORS LP | $193.404.213 | 827.150 | 4,02% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.204.242 | 509.812 | 2,47% | Ações |
| NORGES BANK | $114.151.158 | 488.201 | 2,37% | Ações |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $102.249.486 | 437.300 | 2,12% | Ações |
| AMERICAN CENTURY COMPANIES INC | $101.727.161 | 435.066 | 2,11% | Ações |
| FMR LLC | $80.260.062 | 343.256 | 1,67% | Ações |
| Fisher Asset Management, LLC | $70.813.555 | 302.855 | 1,47% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67.216.235 | 287.470 | 1,40% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $61.906.183 | 264.760 | 1,29% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $61.381.725 | 262.517 | 1,27% | Ações |
| GOLDMAN SACHS GROUP INC | $60.253.076 | 257.690 | 1,25% | Ações |
| MILLENNIUM MANAGEMENT LLC | $50.424.920 | 215.657 | 1,05% | Ações |
| Capital Research Global Investors | $48.057.258 | 205.531 | 1,00% | Ações |
| Hill City Capital, LP | $44.425.800 | 190.000 | 0,92% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $40.115.562 | 171.566 | 0,83% | Ações |
| ALGERT GLOBAL LLC | $40.013.383 | 171.129 | 0,83% | Ações |
| SEGALL BRYANT & HAMILL, LLC | $37.524.135 | 160.483 | 0,78% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $34.490.568 | 147.514 | 0,72% | Ações |
| BlackRock, Inc. | $28.429.940 | 121.589 | 0,59% | Ações |
| RHUMBLINE ADVISERS | $27.827.591 | 119.013 | 0,58% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $27.782.726 | 118.821 | 0,58% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $24.819.484 | 110.737 | 0,52% | Ações |
| Qube Research & Technologies Ltd | $24.305.823 | 103.951 | 0,50% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $24.270.516 | 103.800 | 0,50% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $23.450.977 | 100.295 | 0,49% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $22.892.849 | 97.908 | 0,48% | Ações |
| Tributary Capital Management, LLC | $22.738.072 | 97.246 | 0,47% | Ações |
| Trexquant Investment LP | $22.546.327 | 96.426 | 0,47% | Ações |
| GLENMEDE TRUST CO NA | $21.622.738 | 92.476 | 0,45% | Ações |
| California Public Employees Retirement System | $21.597.720 | 92.369 | 0,45% | Ações |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $19.693.256 | 84.224 | 0,41% | Ações |
| BANK OF AMERICA CORP /DE/ | $19.161.549 | 81.950 | 0,40% | Ações |
| RIPOSTE CAPITAL LLC | $18.705.600 | 80.000 | 0,39% | Ações |
| MIROVA | $17.599.164 | 75.268 | 0,37% | Ações |
| Corient Private Wealth LP | $17.470.101 | 74.716 | 0,36% | Ações |
| Swiss National Bank | $17.302.680 | 74.000 | 0,36% | Ações |
| Carmel Capital Management L.L.C. | $17.246.563 | 73.760 | 0,36% | Ações |
| Lightrock Netherlands B.V. | $16.820.318 | 166.406 | 0,35% | Ações |
| UniSuper Management Pty Ltd | $16.118.382 | 68.935 | 0,33% | Ações |
| Glenmede Investment Management, LP | $15.903.412 | 140.788 | 0,33% | Ações |
| Hillsdale Investment Management Inc. | $15.483.794 | 66.221 | 0,32% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $15.401.256 | 65.868 | 0,32% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.493.800 | 61.987 | 0,30% | Ações |
| BARCLAYS PLC | $14.414.770 | 61.649 | 0,30% | Ações |
| Grantham, Mayo, Van Otterloo & Co. LLC | $14.299.964 | 61.158 | 0,30% | Ações |
| Squarepoint Ops LLC | $13.668.650 | 58.458 | 0,28% | Ações |
| Brandywine Global Investment Management, LLC | $13.455.067 | 91.687 | 0,28% | Ações |
| AMERIPRISE FINANCIAL INC | $13.443.159 | 57.490 | 0,28% | Ações |
| ALLIANCEBERNSTEIN L.P. | $13.113.602 | 75.487 | 0,27% | Ações |
| Amundi | $13.034.764 | 55.747 | 0,27% | Ações |
| Bridgewater Associates, LP | $12.999.691 | 55.597 | 0,27% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $12.942.638 | 55.353 | 0,27% | Ações |
| JANE STREET GROUP, LLC | $12.805.620 | 54.767 | 0,27% | Ações |
| GLOBEFLEX CAPITAL L P | $12.664.159 | 54.162 | 0,26% | Ações |
| Dana Investment Advisors, Inc. | $12.381.470 | 52.953 | 0,26% | Ações |
| SEIZERT CAPITAL PARTNERS, LLC | $12.012.035 | 51.373 | 0,25% | Ações |
| Nuveen Asset Management, LLC | $11.637.029 | 125.901 | 0,24% | Ações |
| Nuveen, LLC | $11.467.234 | 49.043 | 0,24% | Ações |
| Vest Financial, LLC | $11.451.101 | 48.974 | 0,24% | Ações |
| JANUS HENDERSON GROUP PLC | $11.179.403 | 64.353 | 0,23% | Ações |
| DANSKE BANK A/S | $11.142.692 | 47.655 | 0,23% | Ações |
| Allianz Asset Management GmbH | $10.905.365 | 46.640 | 0,23% | Ações |
| Skylands Capital, LLC | $10.373.424 | 44.365 | 0,22% | Ações |
| Lumbard & Kellner, LLC | $10.293.692 | 44.024 | 0,21% | Ações |
| UBS Group AG | $10.290.886 | 44.012 | 0,21% | Ações |
| Sterling Capital Management LLC | $10.263.061 | 43.893 | 0,21% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $9.758.244 | 41.734 | 0,20% | Ações |
| CREDIT AGRICOLE S A | $9.187.723 | 39.294 | 0,19% | Ações |
| MetLife Investment Management, LLC | $9.072.450 | 38.801 | 0,19% | Ações |
| CITADEL ADVISORS LLC | $8.931.924 | 38.200 | 0,19% | Opção de compra |
| Retirement Systems of Alabama | $8.911.815 | 38.114 | 0,19% | Ações |
| NEUBERGER BERMAN GROUP LLC | $8.884.692 | 37.998 | 0,18% | Ações |
| XTX Topco Ltd | $8.851.256 | 37.855 | 0,18% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.658.355 | 37.030 | 0,18% | Ações |
| JUPITER ASSET MANAGEMENT LTD | $8.638.714 | 36.946 | 0,18% | Ações |
| TUDOR INVESTMENT CORP ET AL | $8.474.104 | 36.242 | 0,18% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.134.364 | 34.789 | 0,17% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.118.464 | 34.721 | 0,17% | Ações |
| JANE STREET GROUP, LLC | $8.090.172 | 34.600 | 0,17% | Opção de venda |
| MARTINGALE ASSET MANAGEMENT L P | $8.000.853 | 34.218 | 0,17% | Ações |
| GENDELL JEFFREY L | $7.617.856 | 32.580 | 0,16% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.597.992 | 43.737 | 0,16% | Ações |
| Caisse de depot et placement du Quebec | $7.305.238 | 31.243 | 0,15% | Ações |
| PEAK6 LLC | $7.014.600 | 30.000 | 0,15% | Opção de compra |
| IEQ CAPITAL, LLC | $6.964.943 | 29.788 | 0,14% | Ações |
| Cannell & Spears LLC | $6.954.041 | 29.741 | 0,14% | Ações |
| SEI INVESTMENTS CO | $6.906.810 | 29.539 | 0,14% | Ações |
| Defiance ETFs, LLC | $6.870.195 | 31.163 | 0,14% | Ações |
| SCOPIA CAPITAL MANAGEMENT LP | $6.779.143 | 28.993 | 0,14% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.734.016 | 28.800 | 0,14% | Opção de compra |
| LPL Financial LLC | $6.594.317 | 28.202 | 0,14% | Ações |
| Focus Partners Wealth | $6.553.790 | 28.504 | 0,14% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $6.452.029 | 27.594 | 0,13% | Ações |
| Orion Porfolio Solutions, LLC | $6.194.131 | 26.491 | 0,13% | Ações |
Executivos da empresa 49 insiders · 22 diretores · 25 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Shawn M. O'Connell | President and CEO | 14 de Agosto de 2026 A | 101.212 | 0 | 0 | $0 |
| David M Shaffer | President & CEO | 29 de Dezembro de 2023 A | 228.242 | 0 | 0 | $0 |
| Andrea J. Funk | EVP and CFO | 14 de Agosto de 2026 A | 65.471 | 1 | 0 | $24.675 |
| Michael J Schmidtlein | Executive Vice President & CFO | 25 de Março de 2022 A | 105.626 | 0 | 0 | $0 |
| Michael T Philion | EVP Finance & CFO | 16 de Setembro de 2009 M | 57.462 | 0 | 0 | $0 |
| Chad C Uplinger | President Industrial Mobility | 14 de Agosto de 2026 A | 28.274 | 0 | 0 | $0 |
| Holger P Aschke | President - EMEA & APAC | 26 de Junho de 2020 A | 28.256 | 0 | 0 | $0 |
| Myles Jones | President - Asia | 29 de Março de 2019 A | 35.814 | 0 | 0 | $0 |
| Todd M. Sechrist | President, Americas | 29 de Março de 2019 A | 41.351 | 0 | 0 | $0 |
| Jeffrey W. Long | President, Americas | 28 de Setembro de 2018 A | 58.974 | 0 | 0 | $0 |
| Raymond R Kubis | President, EnerSys Europe | 22 de Agosto de 2012 S | 109.501 | 0 | 0 | $0 |
| Keith D. Fisher | Pres. Network & Infrastructure | 14 de Agosto de 2026 A | 28.514 | 0 | 0 | $0 |
| Mark E. Matthews | CTO and Pres. Precision Power | 14 de Agosto de 2026 A | 25.411 | 0 | 0 | $0 |
| Joern Tinnemeyer | Sr. VP & CTO | 29 de Dezembro de 2023 A | 24.352 | 0 | 0 | $0 |
| Andrew M. Zogby | Pres. Energy Systems Global | 29 de Setembro de 2023 A | 21.841 | 0 | 0 | $0 |
| Kerry M Kane | SVP, Corp Controller & PAO | 30 de Dezembro de 2022 A | 28.738 | 0 | 0 | $0 |
| Richard W Zuidema | EVP & Secretary | 24 de Dezembro de 2015 A | 109.366 | 0 | 0 | $0 |
| John A Shea | Executive VP, Americas | 11 de Junho de 2010 M | 68.687 | 0 | 0 | $0 |
| Sanjay Deshpande | VP, Aerospace & Defense | 29 de Maio de 2008 F | 5.147 | 0 | 0 | $0 |
| Patrick M Steffen | Senior Vice President, Asia | 29 de Maio de 2007 A | 3.156 | 0 | 0 | $0 |
| Cheryl A Diuguid | Sr. Vice President Asia | 31 de Agosto de 2005 M | — | 0 | 0 | $0 |
| Jeffrey J Petrick | Vice President & Controller | 22 de Agosto de 2005 S | — | 0 | 0 | $0 |
| Lauren Knausenberger | Conselheiro | 14 de Agosto de 2026 A | 6.614 | 0 | 0 | $0 |
| Rudolph W. Wynter | Conselheiro | 14 de Agosto de 2026 A | 16.017 | 0 | 0 | $0 |
| Caroline Chan | Conselheiro | 14 de Agosto de 2026 A | 16.694 | 0 | 0 | $0 |
| Tamara Morytko | Conselheiro | 14 de Agosto de 2026 A | 11.315 | 0 | 0 | $0 |
| Steven M Fludder | Conselheiro | 14 de Agosto de 2026 A | 21.562 | 0 | 0 | $0 |
| Ronald P Vargo | Conselheiro | 14 de Agosto de 2026 A | 36.511 | 0 | 0 | $0 |
| David C Habiger | Conselheiro | 14 de Agosto de 2026 A | 7.251 | 0 | 0 | $0 |
| Howard I Hoffen | Conselheiro | 14 de Agosto de 2026 A | 48.706 | 0 | 0 | $0 |
| Paul J Tufano | Conselheiro | 14 de Agosto de 2026 A | 52.216 | 0 | 0 | $0 |
| Arthur T Katsaros | Conselheiro | 16 de Janeiro de 2024 A | 98.142 | 0 | 0 | $0 |
| Robert Magnus | Conselheiro | 29 de Dezembro de 2023 A | 45.337 | 0 | 0 | $0 |
| Hwan-Yoon Chung | Conselheiro | 29 de Dezembro de 2023 A | 39.745 | 0 | 0 | $0 |
| Nelda J Connors | Conselheiro | 25 de Junho de 2021 A | 13.325 | 0 | 0 | $0 |
| Dennis S Marlo | Conselheiro | 15 de Julho de 2020 A | 64.839 | 0 | 0 | $0 |
| John F Lehman | Conselheiro | 15 de Julho de 2020 A | 73.367 | 0 | 0 | $0 |
| Joseph C Muscari | Conselheiro | 15 de Agosto de 2016 A | 26.819 | 0 | 0 | $0 |
| John D Craig | Conselheiro | 24 de Junho de 2016 A | 136.895 | 0 | 0 | $0 |
| Seifi Ghasemi | Conselheiro | 8 de Julho de 2014 A | 29.247 | 0 | 0 | $0 |
| Raymond Mabus | Conselheiro | 8 de Agosto de 2008 A | 4.480 | 0 | 0 | $0 |
| Kenneth F Clifford | Conselheiro | 28 de Maio de 2008 S | 5.661.534 | 0 | 0 | $0 |
| Michael C Hoffman | Conselheiro | 28 de Maio de 2008 S | 5.661.534 | 0 | 0 | $0 |
| Chad L Elliott | Conselheiro | 21 de Julho de 2005 A | — | 0 | 0 | $0 |
| Eric T Fry | Conselheiro | 21 de Julho de 2005 A | 15.968.154 | 0 | 0 | $0 |
| Metalmark Capital LLC | — | 13 de Agosto de 2012 A | 48.576 | 0 | 0 | $0 |
| Jeffrey L Gendell ET AL | — | 21 de Outubro de 2008 S | 4.734.207 | 0 | 0 | $0 |
| J.P. Morgan Direct Corporate Finance Private Investors LLC | — | 28 de Maio de 2008 S | 124.262 | 0 | 0 | $0 |
| J.P. Morgan Direct Corporate Finance Institutional Investors LLC | — | 28 de Maio de 2008 S | 475.717 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 116 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 |
|---|---|---|---|---|
| LIT · Global X Funds | 2,47% | 247.527 NS | 30 de Abril de 2026 | N-PORT |
| UPGR · DBX ETF Trust | 2,27% | 651 NS | 29 de Maio de 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 1,68% | 6.727 NS | 30 de Abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 1,55% | 23.004 NS | 30 de Abril de 2026 | N-PORT |
| IBAT · iShares Trust | 1,47% | 5.668 SH | 8 de Agosto de 2026 | Diário |
| SDVD · First Trust Exchange-Traded Fund IV | 1,45% | 56.929 NS | 30 de Abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,20% | 4.425 NS | 31 de Maio de 2026 | N-PORT |
| DRIV · Global X Funds | 1,19% | 24.839 NS | 31 de Maio de 2026 | N-PORT |
| TAX · EA Series Trust | 1,17% | 1.305 NS | 29 de Maio de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 1,06% | 352 NS | 30 de Abril de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 1,00% | 3.909 NS | 30 de Abril de 2026 | N-PORT |
| BUL · Pacer Funds Trust | 0,99% | 5.905 NS | 30 de Abril de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 0,96% | 378.806 SH | 8 de Agosto de 2026 | Diário |
| JSMD · Janus Detroit Street Trust | 0,93% | 42.631 NS | 30 de Abril de 2026 | N-PORT |
| POW · Tidal Trust III | 0,91% | 2.705 NS | 31 de Maio de 2026 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 0,91% | 1.139 NS | 30 de Abril de 2026 | N-PORT |
| POWR · iShares, Inc. | 0,89% | 21.680 SH | 8 de Agosto de 2026 | Diário |
| RFG · Invesco Exchange-Traded Fund Trust | 0,88% | 16.551 SH | 8 de Agosto de 2026 | Diário |
| AIPO · Tidal Trust II | 0,87% | 28.628 NS | 31 de Maio de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,87% | 6.155 NS | 31 de Maio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,81% | 19.735 NS | 30 de Abril de 2026 | N-PORT |
| ZAP · Global X Funds | 0,75% | 16.026 NS | 30 de Abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,69% | 2.978 NS | 31 de Maio de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,61% | 755.000 | 8 de Agosto de 2026 | Diário |
| PAMC · Pacer Funds Trust | 0,55% | 1.639 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,52% | 3.075 NS | 30 de Abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,48% | 37.228 SH | 8 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,45% | 36.362 SH | 8 de Agosto de 2026 | Diário |
| BSJR · Invesco Exchange-Traded Self-Indexe… | 0,43% | 3.822.000 | 8 de Agosto de 2026 | Diário |
| CLSE · Trust for Professional Managers | 0,43% | 11.572 NS | 31 de Maio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,43% | 6.408 SH | 8 de Agosto de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,42% | 26.186 NS | 30 de Abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,40% | 315.419 SH | 8 de Agosto de 2026 | Diário |
| FNDA · SCHWAB STRATEGIC TRUST | 0,38% | 147.177 NS | 31 de Maio de 2026 | N-PORT |
| IJK · iShares Trust | 0,37% | 215.374 SH | 8 de Agosto de 2026 | Diário |
| DFAT · Dimensional ETF Trust | 0,35% | 226.420 NS | 30 de Abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,35% | 1.327 NS | 30 de Abril de 2026 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,34% | 15.480 NS | 31 de Maio de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,33% | 49 NS | 29 de Maio de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,32% | 7.452 SH | 8 de Agosto de 2026 | Diário |
| EMLP · First Trust Exchange-Traded Fund IV | 0,32% | 60.367 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,28% | 12.292 NS | 31 de Maio de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,28% | 7.712 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,26% | 140 NS | 30 de Abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,26% | 214.447 SH | 8 de Agosto de 2026 | Diário |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 7.003 NS | 30 de Abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,24% | 5.424 NS | 30 de Abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 59.454 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,24% | 15.954 NS | 30 de Abril de 2026 | N-PORT |
| VMAX · Lattice Strategies Trust | 0,24% | 517 NS | 30 de Abril de 2026 | N-PORT |