LII Lennox International, Inc. Common Stock
Sobre Lennox International, Inc. Common Stock Visão geral da empresa da Wikipedia
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
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Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
History
The company was founded in 1895, in Marshalltown, Iowa, by Dave Lennox, the owner of a machine repair business for railroads. Inventors Ezra William Smith and Ernest Bryant brought their idea for a riveted steel coal-fired furnace to his machine shop to build parts for a prototype. In lieu of payment, Lennox accepted their patent, obtaining rights to the idea and founded the Lennox Furnace Co.
In 1904, DW Norris acquired the company. He managed the company until his death in 1949.
From 1964 to 1965, Lennox produced a small crawler tractor and mower called the Lennox Kitty Track 600. It featured a 6 hp (4.5 kW) Briggs & Stratton engine and a 32" mower deck.
In 1999, the company became a public company via an initial public offering.
A 2018 tornado destroyed the plant in Marshalltown, but the company would rebuild it. As of 2024, there were over 750 workers employed at that location.
Acquisitions and divestitures
In 1971, the company sold its low pressure gas cylinder business to Worthington Industries.
In 1973, Lennox acquired Heatcraft, including the Larkin, Bohn, Chandler, and Climate Control brands.
In 1998, the company acquired Pyro Industries, a manufacturer of pellet stoves.
In December 2010, the company acquired Kysor/Warren from The Manitowoc Company for $138 million.
In September 2023, the company sold its European commercial HVAC and refrigeration businesses to funds managed by Syntagma Capital.
In October 2023, the company acquired AES.
Brands
The company operates the following brands:
Home Comfort Solutions
Lennox
Armstrong Air
Ducane
AirEase
Concord Air
MagicPak
ADP Advanced Distributor Products
Allied Air
Healthy Climate Solutions
Lennox Stores
Building Climate Solutions
Lennox
Model L
CORE
Enlight
Xion
Energence
Prodigy
Strategos
Raider
Lennox VRF
Lennox National Account Services
Allied Commercial
Elite
AES Industries
AES Mechanical
ES Reclaim
Heatcraft Worldwide Refrigeration
Bohn
MAGNA
Larkin
Climate Control
Chandler Refrigeration
Frigua-Bohn
IntelliGen
Interlink
Legal issues
In 1998, the company paid $6.2 million to settle an age discrimination lawsuit brought by 11 former employees and the Equal Employment Opportunity Commission, after the employees, who were 41 to 58 years old, were fired or demoted.
In 2026, Lennox was named along with several other major HVAC manufacturers in proposed federal class-action lawsuits alleging that the companies conspired to raise and coordinate prices for HVAC equipment. One lawsuit, filed by an HVAC contractor in the United States District Court for the Eastern District of Michigan, named Lennox International and Lennox Industries as defendants along with manufacturers including Carrier Global, Trane Technologies, Daikin, Rheem, Bosch and AAON. The complaint alleged violations of federal antitrust law.
In May 2026, the federal court consolidated the related cases for pretrial proceedings and stayed discovery pending further proceedings.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
LII Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
LII Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
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 |
|---|---|
| 30 de Junho de 2026 | $1,3600 |
| 31 de Março de 2026 | $1,3000 |
| 31 de Dezembro de 2025 | $1,3000 |
| 30 de Setembro de 2025 | $1,3000 |
| 30 de Junho de 2025 | $1,3000 |
| 30 de Abril de 2025 | $1,1500 |
| 31 de Dezembro de 2024 | $1,1500 |
| 30 de Setembro de 2024 | $1,1500 |
| 28 de Junho de 2024 | $1,1500 |
| 27 de Março de 2024 | $1,1000 |
| 28 de Dezembro de 2023 | $1,1000 |
| 30 de Agosto de 2023 | $1,1000 |
| 29 de Junho de 2023 | $1,1000 |
| 30 de Março de 2023 | $1,0600 |
| 29 de Dezembro de 2022 | $1,0600 |
| 30 de Agosto de 2022 | $1,0600 |
| 29 de Junho de 2022 | $1,0600 |
| 30 de Março de 2022 | $0,9200 |
| 30 de Dezembro de 2021 | $0,9200 |
| 29 de Setembro de 2021 | $0,9200 |
LII Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 4 17,4%
- Compra 5 21,7%
- Manter 12 52,2%
- Venda 2 8,7%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
13 analistas · 2026-08-15Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $7.72 | $7.76 | -0.04% |
| 31 de Março de 2026 | $3.35 | $3.20 | 0.15% |
| 31 de Dezembro de 2025 | $4.45 | $4.80 | -0.35% |
| 30 de Setembro de 2025 | $6.98 | $6.88 | 0.10% |
| 30 de Junho de 2025 | $7.82 | $6.92 | 0.90% |
| 31 de Março de 2025 | $3.37 | $3.30 | 0.07% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| LII | — | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| CARR | $44.18B | 30.7 | -3.3% | 6.8% | 10.2% | — |
| MAIR | — | — | — | — | — | — |
| CSL | $13.11B | 18.7 | 0.33% | 14.8% | 37.8% | — |
| MAS | $12.96B | 16.4 | -3.4% | 10.7% | -349.1% | 35.4% |
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| MOD | — | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| AOS | — | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Cost of Revenue | $3.46B | $3.56B | $3.43B | $3.43B | $3.01B | $2.59B | $2.73B | $2.77B | $2.71B | $2.57B | $2.52B | $2.46B | |
| Gross Profit | $1.73B | $1.78B | $1.55B | $1.28B | $1.19B | $1.04B | $1.08B | $1.11B | $1.13B | $1.08B | $947M | $903M | |
| R&D Expense | $103M | $94M | $94M | $80M | $76M | $67M | $70M | $72M | $74M | $65M | $62M | $61M | |
| SG&A Expense | $681M | $731M | $706M | $627M | $599M | $556M | $586M | $608M | $638M | $621M | $580M | $574M | |
| Operating Income | $1.04B | $1.04B | $792M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M | |
| Interest Expense | $41M | $39M | $52M | $39M | $25M | $28M | $48M | $38M | $31M | $27M | $24M | $17M | |
| Interest Income | $6M | $5M | $4M | $1M | $1M | $1M | $1M | $800.0K | $2M | $1M | $2M | $2M | |
| Other Non-op | $-3M | $-2M | $-100.0K | $-2M | $-4M | $-4M | $-2M | $-3M | $100.0K | $300.0K | $800.0K | $100.0K | |
| Pretax Income | $997M | $999M | $739M | $616M | $560M | $445M | $508M | $468M | $464M | $403M | $283M | $318M | |
| Income Tax | $191M | $188M | $148M | $119M | $96M | $88M | $99M | $108M | $157M | $124M | $95M | $110M | |
| Net Income | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| EPS (Basic) | $22.89 | $22.78 | $16.65 | $13.92 | $12.47 | $9.30 | $10.49 | $8.84 | $7.25 | $6.39 | $4.16 | $4.30 | |
| EPS (Diluted) | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 | $9.24 | $10.38 | $8.74 | $7.14 | $6.32 | $4.09 | $4.23 | |
| Shares (Basic) | 35,200,000 | 35,600,000 | 35,500,000 | 35,700,000 | 37,200,000 | 38,300,000 | 39,000,000 | 40,600,000 | 42,200,000 | 43,400,000 | 44,900,000 | 47,900,000 | |
| Shares (Diluted) | 35,400,000 | 35,800,000 | 35,700,000 | 35,800,000 | 37,500,000 | 38,600,000 | 39,400,000 | 41,100,000 | 42,800,000 | 44,000,000 | 45,600,000 | 48,600,000 | |
| EBITDA | $1.04B | $1.03B | $790M | $656M | $590M | $478M | $657M | $510M | $494M | $429M | $305M | $335M |
Balanço Patrimonial 27
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $415M | $61M | $53M | $31M | $124M | $37M | $46M | $68M | $50M | $39M | $38M | |
| Short-term Investments | $500.0K | $7M | $8M | $8M | $6M | $5M | $3M | $0 | · | · | · | · | |
| Receivables | $579M | $661M | $595M | $608M | $508M | $448M | $478M | $473M | $506M | $470M | $423M | $421M | |
| Inventory | $1.15B | $853M | $842M | $753M | $511M | $439M | $544M | $510M | $484M | $418M | $419M | $463M | |
| Other Current Assets | $138M | $96M | $71M | $74M | $120M | $71M | $59M | $61M | $78M | $67M | $58M | $59M | |
| Current Assets | $1.90B | $2.03B | $1.58B | $1.50B | $1.18B | $1.09B | $1.12B | $1.09B | $1.14B | $1.01B | $938M | $982M | |
| PP&E (Net) | $887M | $800M | $720M | $549M | $515M | $464M | $445M | $408M | $398M | $361M | $340M | $359M | |
| PP&E (Gross) | $1.93B | $1.76B | $1.63B | $1.47B | $1.40B | $1.34B | $1.27B | $1.19B | $1.17B | $1.08B | $1.02B | $1.01B | |
| Accum. Depreciation | $1.04B | $957M | $911M | $921M | $889M | $881M | $824M | $778M | $774M | $717M | $683M | $654M | |
| Goodwill | $497M | $220M | $222M | $186M | $187M | $187M | $186M | $187M | $200M | $195M | $195M | $209M | |
| Intangibles | $273M | $45M | · | · | · | · | · | · | $9M | $7M | $6M | $28M | |
| Other Non-current Assets | $133M | $120M | $157M | $88M | $87M | $86M | $79M | $66M | $62M | $61M | $59M | $85M | |
| Total Assets | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B | |
| Accounts Payable | $438M | $490M | $375M | $427M | $402M | $340M | $372M | $433M | $349M | $361M | $320M | $324M | |
| Accrued Liabilities | $374M | $435M | $416M | $377M | $359M | $296M | $256M | $272M | $270M | $266M | $243M | $239M | |
| Short-term Debt | $226M | $0 | $150M | $0 | · | · | · | $0 | $900.0K | $52M | $204M | $227M | |
| Current Liabilities | $1.19B | $1.31B | $1.01B | $1.60B | $827M | $701M | $1.00B | $1.01B | $654M | $889M | $824M | $827M | |
| Capital Leases | $293M | $268M | $165M | $162M | $145M | $143M | $26M | $16M | $12M | $15M | $16M | $16M | |
| Other Non-current Liabilities | $271M | $225M | $168M | $159M | $159M | $142M | $135M | $135M | $132M | $128M | $121M | $119M | |
| Total Liabilities | $2.92B | $2.66B | $2.55B | $2.77B | $2.44B | $2.05B | $2.21B | $1.97B | $1.84B | $1.72B | $1.58B | $1.76B | |
| Total Debt | $244M | $314M | $162M | $711M | $11M | $10M | $322M | $301M | $34M | $252M | $204M | $227M | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | |
| Retained Earnings | $4.89B | $4.26B | $3.61B | $3.07B | $2.72B | $2.39B | $2.15B | $1.85B | $1.58B | $1.35B | $1.15B | $1.02B | |
| Treasury Stock | $4.92B | $4.42B | $4.35B | $4.34B | $4.03B | $3.42B | $3.31B | $2.90B | $2.43B | $2.17B | $1.84B | $1.69B | |
| AOCI | $-48M | $-94M | $-57M | $-91M | $-88M | $-97M | $-104M | $-189M | $-157M | $-195M | $-205M | $-154M | |
| Stockholders' Equity | $1.16B | $962M | $393M | $-203M | $-269M | $-17M | $-170M | $-150M | $50M | $38M | $102M | $9M | |
| Liabilities + Equity | $4.08B | $3.62B | $2.94B | $2.57B | $2.17B | $2.03B | $2.03B | $1.82B | $1.89B | $1.76B | $1.68B | $1.76B |
Fluxo de Caixa 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $112M | $95M | $86M | $78M | $72M | $73M | $71M | $66M | $65M | $58M | $63M | $61M | |
| Stock-based Comp | $29M | $28M | $30M | $22M | $24M | $24M | $21M | $26M | $25M | $32M | $27M | $23M | |
| Deferred Tax | $20M | $-25M | $-26M | $-15M | $-6M | $8M | $20M | $26M | $43M | $-6M | $-22M | $6M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $500.0K | $400.0K | $3M | $3M | |
| Restructuring | $7M | $0 | $3M | $2M | $2M | $11M | $10M | $3M | $3M | $2M | $3M | $2M | |
| Operating Cash Flow | $758M | $946M | $736M | $302M | $516M | $612M | $396M | $496M | $325M | $374M | $354M | $185M | |
| CapEx | $119M | $164M | $250M | $101M | $107M | $78M | $106M | $95M | $98M | $84M | $70M | $88M | |
| Investing Cash Flow | $-656M | $-174M | $-320M | $-103M | $-106M | $-80M | $16M | $30M | $-98M | $-84M | $-70M | $-87M | |
| Debt Issued | · | · | · | · | · | $600M | $0 | $0 | $0 | $350M | $0 | $300M | |
| Net Debt Issued | · | · | · | · | · | $589M | $-6M | $-33M | $-201M | $291M | $-24M | $-2M | |
| Stock Repurchased | $482M | $54M | $0 | $300M | $600M | $100M | $400M | $450M | $250M | $300M | $0 | $550M | |
| Net Stock Activity | $-482M | $-54M | $0 | $-300M | $-600M | $-100M | $-400M | $-450M | $-250M | $-300M | $0 | $-550M | |
| Dividends Paid | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M | |
| Financing Cash Flow | $-466M | $-419M | $-406M | $-174M | $-499M | $-442M | $-423M | $-538M | $-218M | $-275M | $-271M | $-90M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $13M | $8M | |
| Taxes Paid | $104M | $232M | $198M | $77M | $128M | $90M | $83M | $90M | $119M | $127M | $83M | $105M | |
| Free Cash Flow | $639M | $782M | $486M | $201M | $409M | $534M | $290M | $400M | $227M | $270M | $261M | $96M | |
| Levered FCF | $606M | $751M | $445M | $170M | $388M | $511M | $252M | $371M | $207M | $252M | $246M | $85M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% | 28.6% | 28.4% | 28.6% | 29.3% | 29.6% | 27.3% | 26.8% | |
| Operating Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| Net Margin | 15.5% | 15.1% | 11.8% | 10.5% | 11.1% | 9.8% | 10.7% | 9.2% | 8.0% | 7.6% | 5.4% | 6.1% | |
| Pretax Margin | 19.2% | 18.6% | 14.8% | 13.1% | 13.4% | 12.2% | 13.3% | 12.0% | 12.1% | 11.1% | 8.2% | 9.4% | |
| EBITDA Margin | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% | 13.2% | 17.2% | 13.1% | 12.9% | 11.8% | 8.8% | 9.9% | |
| ROA | 20.9% | 25.2% | 22.0% | 21.0% | 22.1% | 17.5% | 21.2% | 19.4% | 16.7% | 16.2% | 10.8% | 12.1% | |
| ROE | 78.1% | 100.6% | 265.3% | -195.6% | -153.7% | -536.6% | -182.7% | -303.7% | 694.0% | 398.0% | 337.4% | 83.2% | |
| ROIC | 59.8% | 72.1% | 141.3% | 104.4% | -189.8% | -5330.7% | 348.5% | 259.5% | 391.5% | 102.3% | 66.2% | 93.1% |
Liquidez e Solvência 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 | 1.6 | 1.1 | 1.1 | 1.7 | 1.1 | 1.1 | 1.2 | |
| Quick Ratio | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 | 0.8 | 0.5 | 0.5 | 0.9 | 0.6 | 0.6 | 0.6 | |
| Debt / Equity | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 | -0.6 | -1.9 | -2.0 | 0.7 | 6.6 | 2.0 | 25.2 | |
| Interest Coverage | 25.5 | 26.7 | 15.3 | 17.0 | 23.6 | 16.9 | 13.8 | 13.3 | 16.2 | 15.9 | 12.9 | 19.5 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.7 | 1.9 | 2.0 | 2.0 | 1.8 | 2.0 | 2.1 | 2.1 | 2.1 | 2.0 | 2.0 | |
| Inventory Turnover | 3.5 | 4.6 | 4.7 | 5.4 | 6.3 | 5.3 | 5.2 | 5.6 | 6.0 | 6.1 | 5.7 | 5.9 | |
| Receivables Turnover | 8.4 | 8.5 | 8.3 | 8.4 | 8.8 | 7.8 | 8.0 | 7.9 | 7.9 | 8.2 | 8.2 | 8.1 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.7% | 7.2% | 5.6% | 12.5% | 15.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.3% | 8.4% | 11.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 36.7% | 19.4% | 12.0% | 34.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.0% | 22.3% | 21.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -0.65% | 37.2% | 18.9% | 7.1% | 30.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.5% | 20.5% | 18.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B | $3.63B | $3.81B | $3.88B | $3.84B | $3.64B | $3.47B | $3.37B | |
| Net Income TTM | $806M | $811M | $591M | $497M | $464M | $356M | $409M | $359M | $306M | $278M | $187M | $206M | |
| P/E | 21.3 | 26.9 | 27.0 | 17.2 | 26.2 | 29.7 | 23.5 | 25.0 | 29.2 | 24.2 | 30.5 | 22.5 | |
| Earnings Yield | 4.7% | 3.7% | 3.7% | 5.8% | 3.8% | 3.4% | 4.2% | 4.0% | 3.4% | 4.1% | 3.3% | 4.5% | |
| Payout Ratio | 21.5% | 19.9% | 26.0% | 28.6% | 27.3% | 33.1% | 27.0% | 26.2% | 26.1% | 24.8% | 31.8% | 25.6% | |
| Annual Payout | $173M | $160M | $153M | $142M | $126M | $118M | $110M | $94M | $80M | $69M | $59M | $53M |
Demonstração de Resultados 15
| 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 | $1.55B | $1.14B | $1.20B | $1.43B | $1.50B | $1.07B | $1.34B | $1.50B | $1.45B | $1.05B | $1.15B | $1.37B | $1.41B | $1.05B | $1.09B | $1.24B | |
| Cost of Revenue | $1.01B | $784M | $806M | $940M | $983M | $732M | $884M | $1.01B | $963M | $707M | $798M | $938M | $954M | $743M | $809M | $911M | |
| Gross Profit | $540M | $351M | $389M | $487M | $518M | $341M | $461M | $488M | $488M | $340M | $356M | $428M | $458M | $307M | $285M | $334M | |
| SG&A Expense | $183M | $185M | $175M | $162M | $173M | $171M | $207M | $184M | $168M | $171M | $178M | $179M | $181M | $168M | $155M | $147M | |
| Operating Income | $355M | $164M | $196M | $329M | $349M | $168M | $250M | $303M | $320M | $167M | $186M | $187M | $279M | $140M | $132M | $186M | |
| Interest Expense | $15M | $15M | $16M | $10M | $8M | $6M | $6M | $9M | $12M | $12M | $11M | $11M | $15M | $14M | $13M | $10M | |
| Other Non-op | $-600.0K | $-900.0K | $-1M | $-800.0K | $-600.0K | $-900.0K | $-400.0K | $-400.0K | $-300.0K | $-800.0K | $0 | $-100.0K | $0 | $0 | $100.0K | $-700.0K | |
| Pretax Income | $340M | $147M | $179M | $317M | $340M | $161M | $244M | $294M | $307M | $154M | $175M | $175M | $264M | $125M | $120M | $175M | |
| Income Tax | $71M | $30M | $36M | $58M | $66M | $31M | $42M | $55M | $61M | $30M | $29M | $45M | $46M | $27M | $25M | $33M | |
| Net Income | $269M | $117M | $142M | $260M | $274M | $130M | $202M | $239M | $246M | $124M | $146M | $130M | $217M | $98M | $94M | $142M | |
| EPS (Basic) | $7.75 | $3.37 | $4.08 | $7.41 | $7.75 | $3.65 | $5.67 | $6.71 | $6.91 | $3.49 | $4.10 | $3.67 | $6.12 | $2.76 | $2.65 | $4.00 | |
| EPS (Diluted) | $7.72 | $3.35 | $4.07 | $7.38 | $7.71 | $3.63 | $5.64 | $6.68 | $6.87 | $3.47 | $4.08 | $3.65 | $6.10 | $2.75 | $2.64 | $3.99 | |
| Shares (Basic) | 34,700,000 | 34,800,000 | -70,700,000 | 35,100,000 | 35,300,000 | 35,500,000 | -71,200,000 | 35,600,000 | 35,600,000 | 35,600,000 | -71,000,000 | 35,500,000 | 35,500,000 | 35,500,000 | -71,600,000 | 35,400,000 | |
| Shares (Diluted) | 34,800,000 | 35,000,000 | -71,000,000 | 35,200,000 | 35,500,000 | 35,700,000 | -71,600,000 | 35,800,000 | 35,800,000 | 35,800,000 | -71,200,000 | 35,700,000 | 35,600,000 | 35,600,000 | -71,900,000 | 35,500,000 | |
| EBITDA | $355M | $164M | · | $310M | $354M | $156M | · | $303M | $320M | $167M | · | $187M | $279M | $140M | · | $186M |
Balanço Patrimonial 27
| 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 | $52M | $48M | $34M | $53M | $49M | $217M | $415M | $243M | $48M | $46M | · | $132M | $51M | $40M | · | $41M | |
| Short-term Investments | $600.0K | $2M | $500.0K | $6M | $6M | $6M | $7M | $13M | $10M | $12M | · | $10M | $7M | $7M | · | $8M | |
| Receivables | $918M | $648M | $579M | $759M | $868M | $652M | $661M | $816M | $859M | $616M | · | $695M | $844M | $642M | · | $708M | |
| Inventory | $1.15B | $1.21B | $1.15B | $992M | $1.00B | $902M | $853M | $689M | $776M | $823M | $842M | $748M | $856M | $904M | · | $743M | |
| Other Current Assets | $135M | $124M | $138M | $89M | $78M | $78M | $96M | $70M | $73M | $68M | · | $65M | $69M | $78M | · | $94M | |
| Current Assets | $2.26B | $2.03B | $1.90B | $1.90B | $2.00B | $1.85B | $2.03B | $1.83B | $1.77B | $1.56B | $1.58B | $1.74B | $1.83B | $1.67B | · | $1.59B | |
| PP&E (Net) | $934M | $918M | $887M | $848M | $826M | $810M | $800M | $755M | $741M | $759M | $720M | $602M | $608M | $567M | $549M | $520M | |
| PP&E (Gross) | · | · | $1.93B | · | · | · | $1.76B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.09B | $1.06B | $1.04B | $1.02B | $1.00B | $978M | $957M | $953M | $936M | $928M | · | $898M | $953M | $939M | · | $906M | |
| Goodwill | $504M | $504M | $497M | $220M | $220M | $220M | $220M | $220M | $220M | $220M | $222M | $182M | $186M | $186M | $186M | $186M | |
| Intangibles | $266M | $270M | $273M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $140M | $134M | $133M | $171M | $176M | $170M | $120M | $166M | $161M | $158M | · | $100M | $99M | $94M | · | $91M | |
| Total Assets | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | $2.57B | $2.63B | |
| Accounts Payable | $524M | $465M | $438M | $478M | $583M | $577M | $490M | $478M | $451M | $438M | · | $346M | $470M | $445M | · | $430M | |
| Accrued Liabilities | $373M | $302M | $374M | $399M | $385M | $326M | $435M | $445M | $393M | $302M | · | $409M | $426M | $342M | · | $410M | |
| Short-term Debt | $412M | $361M | $226M | $157M | $29M | $0 | $0 | $0 | $147M | $250M | · | · | · | · | · | · | |
| Current Liabilities | $1.44B | $1.29B | $1.19B | $1.13B | $1.42B | $1.29B | $1.31B | $1.32B | $1.10B | $1.10B | · | $1.25B | $1.74B | $1.53B | · | $932M | |
| Capital Leases | $356M | $348M | $293M | $279M | $286M | $264M | $268M | $215M | $215M | $174M | · | $162M | $160M | $159M | · | $144M | |
| Other Non-current Liabilities | $284M | $275M | $271M | $191M | $192M | $190M | $225M | $184M | $180M | $174M | · | $158M | $160M | $161M | · | $176M | |
| Total Liabilities | $3.25B | $3.08B | $2.92B | $2.45B | $2.75B | $2.60B | $2.66B | $2.56B | $2.64B | $2.62B | $2.55B | $2.73B | $2.92B | $2.90B | · | $2.93B | |
| Total Debt | $412M | $361M | · | $157M | $29M | $0 | · | $0 | $147M | $250M | · | · | · | · | · | · | |
| Common Stock | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | $900.0K | · | $900.0K | $900.0K | $900.0K | · | $900.0K | |
| Retained Earnings | $5.19B | $4.96B | $4.89B | $4.66B | $4.46B | $4.23B | $4.26B | $3.99B | $3.80B | $3.59B | $3.61B | $3.40B | $3.31B | $3.13B | · | $3.01B | |
| Treasury Stock | $5.09B | $4.95B | $4.92B | $4.77B | $4.73B | $4.52B | $4.42B | $4.38B | $4.36B | $4.36B | · | $4.34B | $4.34B | $4.34B | · | $4.34B | |
| AOCI | $-59M | $-48M | $-48M | $-62M | $-61M | $-81M | $-94M | $-71M | $-61M | $-58M | · | $-77M | $-76M | $-79M | $-91M | $-132M | |
| Stockholders' Equity | $1.30B | $1.21B | $1.16B | $1.07B | $900M | $852M | $962M | $754M | $577M | $369M | $393M | $160M | $63M | $-126M | $-203M | $-305M | |
| Liabilities + Equity | $4.54B | $4.29B | $4.08B | $3.52B | $3.65B | $3.46B | $3.62B | $3.31B | $3.22B | $2.99B | $2.94B | $2.89B | $2.98B | $2.77B | · | $2.63B |
Fluxo de Caixa 14
| 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 | $33M | $29M | $33M | $27M | $27M | $26M | $26M | $20M | $25M | $24M | $24M | $22M | $21M | $20M | $22M | $18M | |
| Stock-based Comp | $6M | $6M | $8M | $6M | $8M | $6M | $8M | $7M | $7M | $7M | $7M | $10M | $8M | $6M | $5M | $6M | |
| Deferred Tax | $4M | $3M | $-2M | $33M | $-6M | $-1M | $-3M | $-8M | $-4M | $-9M | $-600.0K | $-6M | $-11M | $-8M | $2M | $-5M | |
| Restructuring | $0 | $0 | $7M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3M | $300.0K | $0 | $0 | $300.0K | $200.0K | |
| Operating Cash Flow | $172M | $16M | $406M | $301M | $87M | $-36M | $332M | $452M | $184M | $-23M | $306M | $313M | $196M | $-79M | $132M | $171M | |
| CapEx | $36M | $56M | $29M | $36M | $28M | $26M | $60M | $41M | $33M | $30M | $125M | $40M | $50M | $35M | $34M | $20M | |
| Investing Cash Flow | $-34M | $-57M | $-568M | $-36M | $-28M | $-24M | $-66M | $-51M | $-26M | $-31M | $-195M | $-42M | $-49M | $-34M | $-35M | $-22M | |
| Stock Repurchased | $132M | $20M | $150M | $37M | $210M | $85M | $41M | $13M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-20M | · | · | · | $-85M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $45M | $45M | $46M | $46M | $41M | $41M | $41M | $41M | $39M | $39M | $0 | $78M | $38M | $38M | $0 | $75M | |
| Financing Cash Flow | $-133M | $57M | $162M | $-259M | $-227M | $-141M | $-91M | $-209M | $-161M | $42M | $-191M | $-182M | $-135M | $101M | $-85M | $-164M | |
| Taxes Paid | $106M | $7M | $12M | $48M | $39M | $5M | $86M | $85M | $56M | $4M | $46M | $63M | $54M | $34M | $2M | $42M | |
| Free Cash Flow | · | $-39M | · | · | · | $-61M | · | · | · | $-52M | · | · | · | $-114M | · | · | |
| Levered FCF | · | $-52M | · | · | · | $-66M | · | · | · | $-62M | · | · | · | $-125M | · | · |
Lucratividade 8
| 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 | 34.9% | 30.9% | · | 32.8% | 34.8% | 30.6% | · | 32.6% | 33.6% | 32.5% | · | 31.4% | 32.4% | 29.2% | · | 26.9% | |
| Operating Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| Net Margin | 17.4% | 10.3% | · | 17.2% | 18.5% | 11.2% | · | 16.0% | 17.0% | 11.9% | · | 9.5% | 15.4% | 9.3% | · | 11.4% | |
| Pretax Margin | 22.0% | 12.9% | · | 20.9% | 23.0% | 13.8% | · | 19.6% | 21.2% | 14.7% | · | 12.8% | 18.7% | 11.9% | · | 14.0% | |
| EBITDA Margin | 23.0% | 14.4% | · | 21.7% | 23.6% | 14.5% | · | 20.2% | 22.1% | 15.9% | · | 13.7% | 19.8% | 13.3% | · | 14.9% | |
| ROA | 6.6% | 3.0% | · | 7.2% | 8.1% | 3.7% | · | 7.7% | 7.9% | 4.3% | · | 4.7% | 7.7% | 3.8% | · | 6.0% | |
| ROE | 24.5% | 11.3% | · | 27.0% | 37.6% | 19.7% | · | 52.3% | 76.8% | 102.4% | · | -179.0% | -128.3% | -36.6% | · | -44.3% | |
| ROIC | 16.4% | 8.3% | · | 20.8% | 30.6% | 14.8% | · | 32.7% | 35.4% | 21.7% | · | 87.2% | 366.8% | -86.8% | · | -49.5% |
Liquidez e Solvência 4
| 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 | 1.6 | 1.6 | · | 1.7 | 1.4 | 1.4 | · | 1.4 | 1.6 | 1.4 | · | 1.4 | 1.0 | 1.1 | · | 1.7 | |
| Quick Ratio | 0.7 | 0.5 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.6 | · | 0.7 | 0.5 | 0.5 | · | 0.8 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.3 | 0.7 | · | · | · | · | · | · | |
| Interest Coverage | 24.1 | 10.8 | · | 29.5 | 42.7 | 25.1 | · | 34.1 | 25.6 | 14.1 | · | 16.7 | 18.6 | 9.8 | · | 17.7 |
Eficiência 3
| 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 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | 0.5 | |
| Inventory Turnover | 0.9 | 0.7 | · | 1.1 | 1.1 | 0.9 | · | 1.4 | 1.2 | 0.8 | · | 1.3 | 1.2 | 0.9 | · | 1.5 | |
| Receivables Turnover | 1.7 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 2.0 | 1.7 | 1.7 | · | 1.9 | 1.7 | 1.7 | · | 1.9 |
Avaliação (TTM) 5
| 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 | $5.30B | $5.26B | · | $5.50B | $5.52B | $5.07B | · | $5.36B | $5.28B | $4.87B | · | $4.92B | $4.80B | $4.75B | · | $4.59B | |
| Net Income TTM | $789M | $794M | · | $902M | $888M | $739M | · | $740M | $718M | $570M | · | $588M | $634M | $501M | · | $529M | |
| P/E | 25.4 | 20.6 | · | 20.8 | 23.0 | 27.2 | · | 29.2 | 26.6 | 30.6 | · | 22.7 | 18.3 | 18.0 | · | 15.2 | |
| Earnings Yield | 3.9% | 4.9% | · | 4.8% | 4.3% | 3.7% | · | 3.4% | 3.8% | 3.3% | · | 4.4% | 5.5% | 5.6% | · | 6.6% | |
| Payout Ratio | · | 38.6% | · | · | · | 34.0% | · | · | · | 31.5% | · | · | · | 38.4% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $5.20B | $5.34B | $4.98B | $4.72B | $4.19B |
| Margem Bruta % | 33.4% | 33.2% | 31.1% | 27.2% | 28.3% |
| Margem Operacional % | 20.1% | 19.4% | 15.9% | 13.9% | 14.1% |
| Lucro líquido | $806M | $811M | $591M | $497M | $464M |
| EPS Diluído | $22.79 | $22.66 | $16.58 | $13.88 | $12.39 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.2 | 0.4 | 0.6 | -3.5 | -0.0 |
| Índice de liquidez corrente | 1.6 | 1.4 | 1.4 | 0.9 | 1.4 |
| Índice de Liquidez Seca | 0.5 | 0.8 | 0.7 | 0.4 | 0.7 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $639M | $782M | $486M | $201M | $409M |
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Investidores institucionais (13F) 710 declarantes · $11.5B 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 |
|---|---|---|---|---|
| 93 (+11 vs trimestre anterior) | 49 (-38 vs trimestre anterior) | 217 (-15 vs trimestre anterior) | 225 (+23 vs trimestre anterior) | +3.3M |
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 GROUP INC | $1.685.021.841 | 3.470.122 | 14,61% | Ações |
| Capital International Investors | $1.422.165.239 | 2.482.381 | 12,33% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.178.823.426 | 2.057.463 | 10,22% | Ações |
| VIKING GLOBAL INVESTORS LP | $911.539.959 | 1.590.959 | 7,91% | Ações |
| STATE STREET CORP | $852.219.484 | 1.483.993 | 7,39% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $811.028.486 | 1.415.531 | 7,03% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $433.842.848 | 760.548 | 3,76% | Ações |
| MILLENNIUM MANAGEMENT LLC | $391.576.948 | 683.440 | 3,40% | Ações |
| NORGES BANK | $206.547.329 | 360.498 | 1,79% | Ações |
| CITADEL ADVISORS LLC | $203.471.734 | 355.130 | 1,76% | Ações |
| Beacon Pointe Advisors, LLC | $193.738.085 | 417.422 | 1,68% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $158.027.631 | 275.814 | 1,37% | Ações |
| LONDON CO OF VIRGINIA | $155.787.063 | 271.899 | 1,35% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $102.398.197 | 178.721 | 0,89% | Ações |
| BANK OF AMERICA CORP /DE/ | $100.824.877 | 175.975 | 0,87% | Ações |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $95.049.540 | 165.895 | 0,82% | Ações |
| True North Advisors, LLC | $92.307.975 | 161.110 | 0,80% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $82.438.498 | 143.884 | 0,71% | Ações |
| NEUBERGER BERMAN GROUP LLC | $82.059.159 | 143.222 | 0,71% | Ações |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $75.013.479 | 130.925 | 0,65% | Ações |
| EULAV Asset Management | $71.790.635 | 125.300 | 0,62% | Ações |
| BARCLAYS PLC | $68.452.055 | 119.473 | 0,59% | Ações |
| D. E. Shaw & Co., Inc. | $58.079.369 | 101.369 | 0,50% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $54.035.916 | 94.312 | 0,47% | Ações |
| Swiss National Bank | $50.614.403 | 88.340 | 0,44% | Ações |
| Capital International, Inc./CA/ | $46.851.267 | 81.772 | 0,41% | Ações |
| GOLDMAN SACHS GROUP INC | $46.287.485 | 80.788 | 0,40% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $44.075.325 | 76.927 | 0,38% | Ações |
| CIBC Bancorp USA Inc. | $39.877.320 | 69.378 | 0,35% | Ações |
| RAYMOND JAMES FINANCIAL INC | $38.918.135 | 67.926 | 0,34% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $37.668.025 | 65.744 | 0,33% | Ações |
| Vanguard Global Advisers, LLC | $37.394.728 | 65.267 | 0,32% | Ações |
| Bridgewater Associates, LP | $36.227.056 | 63.229 | 0,31% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $36.161.766 | 64.131 | 0,31% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $35.746.923 | 62.391 | 0,31% | Ações |
| RHUMBLINE ADVISERS | $35.646.538 | 62.216 | 0,31% | Ações |
| BlackRock, Inc. | $35.566.444 | 62.076 | 0,31% | Ações |
| Sumitomo Mitsui Trust Group, Inc. | $35.235.279 | 61.498 | 0,31% | Ações |
| Sunriver Management LLC | $33.808.061 | 59.007 | 0,29% | Ações |
| California Public Employees Retirement System | $29.648.444 | 51.747 | 0,26% | Ações |
| MORGAN STANLEY | $28.633.140 | 49.974 | 0,25% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $28.481.345 | 49.710 | 0,25% | Ações |
| Fisher Asset Management, LLC | $27.674.328 | 48.301 | 0,24% | Ações |
| Boston Trust Walden Corp | $26.960.162 | 47.055 | 0,23% | Ações |
| UBS Group AG | $26.498.938 | 46.250 | 0,23% | Ações |
| Schonfeld Strategic Advisors LLC | $25.151.930 | 43.899 | 0,22% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $25.029.321 | 43.685 | 0,22% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $23.231.404 | 40.547 | 0,20% | Ações |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $22.327.862 | 38.970 | 0,19% | Ações |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $20.975.599 | 43.197 | 0,18% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $19.624.345 | 42.282 | 0,17% | Ações |
| AMERICAN CENTURY COMPANIES INC | $19.405.816 | 33.870 | 0,17% | Ações |
| Rafferty Asset Management, LLC | $18.918.809 | 33.020 | 0,16% | Ações |
| BRIGHTON JONES LLC | $18.441.574 | 32.187 | 0,16% | Ações |
| Gotham Asset Management, LLC | $17.210.272 | 30.038 | 0,15% | Ações |
| ALLIANCEBERNSTEIN L.P. | $16.312.313 | 35.146 | 0,14% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.572.208 | 27.179 | 0,14% | Ações |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $15.368.811 | 26.824 | 0,13% | Ações |
| AVIVA PLC | $15.273.128 | 26.657 | 0,13% | Ações |
| STIFEL FINANCIAL CORP | $14.825.314 | 25.873 | 0,13% | Ações |
| HFR Wealth Management, LLC | $14.796.344 | 25.825 | 0,13% | Ações |
| PineBridge Investments, L.P. | $13.994.161 | 26.436 | 0,12% | Ações |
| Man Group plc | $13.229.416 | 23.090 | 0,11% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.145.192 | 22.943 | 0,11% | Ações |
| LPL Financial LLC | $12.707.051 | 22.178 | 0,11% | Ações |
| Baird Financial Group, Inc. | $11.940.851 | 20.841 | 0,10% | Ações |
| Quantinno Capital Management LP | $11.916.905 | 20.799 | 0,10% | Ações |
| Horrell Capital Management, Inc. | $11.547.234 | 20.154 | 0,10% | Ações |
| GATEWAY INVESTMENT ADVISERS LLC | $11.376.573 | 19.856 | 0,10% | Ações |
| APG Asset Management N.V. | $11.279.593 | 22.508 | 0,10% | Ações |
| Pictet Asset Management Holding SA | $11.183.411 | 19.519 | 0,10% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.069.036 | 23.849 | 0,10% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.943.345 | 19.100 | 0,09% | Opção de venda |
| Mediolanum International Funds Ltd | $10.811.752 | 19.007 | 0,09% | Ações |
| Aventail Capital Group, LP | $10.720.467 | 18.711 | 0,09% | Ações |
| Legal & General Group Plc | $10.718.177 | 18.707 | 0,09% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.599.575 | 18.500 | 0,09% | Opção de compra |
| Connor, Clark & Lunn Investment Management Ltd. | $10.596.137 | 18.494 | 0,09% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $10.537.123 | 18.391 | 0,09% | Ações |
| BLI - Banque de Luxembourg Investments | $10.412.268 | 18.260 | 0,09% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $10.323.413 | 18.018 | 0,09% | Ações |
| Fideuram Asset Management (Ireland) dac | $9.925.755 | 19.013 | 0,09% | Ações |
| Russell Investments Group, Ltd. | $9.682.282 | 16.899 | 0,08% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.582.016 | 16.724 | 0,08% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $9.541.909 | 16.654 | 0,08% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.327.626 | 16.280 | 0,08% | Ações |
| Walleye Capital LLC | $9.060.631 | 15.814 | 0,08% | Ações |
| Interval Partners, LP | $9.011.358 | 15.728 | 0,08% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.863.660 | 15.497 | 0,08% | Ações |
| Vanguard Investments Australia, Ltd. | $8.589.093 | 14.991 | 0,07% | Ações |
| PRUDENTIAL FINANCIAL INC | $8.519.767 | 14.870 | 0,07% | Ações |
| STONE RUN CAPITAL, LLC | $8.318.892 | 15.715 | 0,07% | Ações |
| Cetera Investment Advisers | $8.223.209 | 14.353 | 0,07% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $8.135.890 | 14.200 | 0,07% | Ações |
| NOMURA ASSET MANAGEMENT CO LTD | $7.837.383 | 13.679 | 0,07% | Ações |
| BANK OF MONTREAL /CAN/ | $7.746.857 | 13.521 | 0,07% | Ações |
| FIRST TRUST ADVISORS LP | $7.536.116 | 13.153 | 0,07% | Ações |
| KLP KAPITALFORVALTNING AS | $7.497.732 | 13.060 | 0,07% | Ações |
| Tredje AP-fonden | $7.339.490 | 12.810 | 0,06% | Ações |
| CIBC Asset Management Inc | $7.269.017 | 12.687 | 0,06% | Ações |
Executivos da empresa 60 insiders · 33 diretores · 27 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Alok Maskara | Chief Executive Officer | 13 de Março de 2026 F | 40.479 | 0 | 0 | $0 |
| Todd M Bluedorn | Chairman and CEO | 23 de Março de 2022 D | 15.778 | 0 | 0 | $0 |
| Robert E Schjerven | Chief Executive Officer | 30 de Junho de 2007 D | 756.958 | 0 | 0 | $0 |
| Michael Quenzer | EVP, Chief Financial Officer | 13 de Março de 2026 F | 4.895 | 0 | 0 | $0 |
| Robert W. Hau | EVP, Chief Financial Officer | 8 de Dezembro de 2011 A | 30.166 | 0 | 0 | $0 |
| Susan K Carter | EVP & Chief Financial Officer | 1 de Junho de 2009 D | 95.048 | 0 | 0 | $0 |
| SMITH RICHARD A /TX | Chief Financial Officer | 11 de Dezembro de 2003 A | 112.195 | 0 | 0 | $0 |
| Douglas L Young | EVP, President & COO RHC | 15 de Março de 2023 F | 49.295 | 0 | 0 | $0 |
| Elliot S Zimmer | EVP, President/COO Commercial | 20 de Maio de 2022 F | 1.390 | 0 | 0 | $0 |
| David W Moon | EVP, President & COO of WWR | 12 de Dezembro de 2017 F | 113.908 | 0 | 0 | $0 |
| Michael Blatz | EVP, Pres, COO Service Experts | 22 de Março de 2013 D | 11.995 | 0 | 0 | $0 |
| Harry J Bizios | EVP, Pres/COO Commercial | 15 de Março de 2013 F | 27.616 | 0 | 0 | $0 |
| Chris Kosel | VP-Corp Controller and CAO | 6 de Maio de 2026 S | 1.090 | 0 | 3 | $-842.830 |
| Joseph Nassab | EVP & Pres., Bldg Climate Sol. | 13 de Março de 2026 F | 11.063 | 0 | 0 | $0 |
| Prakash Bedapudi | EVP, Chief Technology Officer | 13 de Março de 2026 F | 21.455 | 0 | 0 | $0 |
| Daniel M Sessa | EVP, Chief HR Officer | 13 de Março de 2026 F | 34.640 | 0 | 0 | $0 |
| Sarah Rachel Martin | EVP & Pres., Home Comfort Sol | 2 de Fevereiro de 2026 A | 2.355 | 0 | 0 | $0 |
| Monica M. Brown | EVP, Chief Legal Officer | 2 de Fevereiro de 2026 A | 1.803 | 0 | 0 | $0 |
| Gary S Bedard | EVP & Pres., Home Comfort Sol | 14 de Março de 2025 F | 21.945 | 0 | 0 | $0 |
| John D Torres | Executive Vice President | 4 de Fevereiro de 2025 M | 3.269 | 0 | 0 | $0 |
| Joseph William Reitmeier | EVP | 28 de Fevereiro de 2024 M | 24.533 | 0 | 0 | $0 |
| Terry L Johnston | EVP, Special Projects | 10 de Dezembro de 2019 S | 20.049 | 0 | 0 | $0 |
| James W Borzi | Vice President, Operations | 9 de Dezembro de 2010 A | 1.948 | 0 | 0 | $0 |
| Scott J Boxer | LII EVP/President SEI | 30 de Junho de 2010 D | 350.702 | 0 | 0 | $0 |
| William F Stoll JR | EVP, Chief Legal Officer & Sec | 30 de Setembro de 2008 D | 90.023 | 0 | 0 | $0 |
| Mark Roland Hogan | EVP, Engineering | 31 de Julho de 2008 D | 6.758 | 0 | 0 | $0 |
| Thomas W Booth | VP Op - SEI | 19 de Fevereiro de 2008 G | 127.622 | 0 | 0 | $0 |
| Linda Goodspeed | EVP ,IT and Bus. Dev. | 31 de Dezembro de 2007 D | 136.320 | 0 | 0 | $0 |
| Harry J Ashenhurst | Chief Administrative Officer | 24 de Maio de 2007 S | 179.389 | 0 | 0 | $0 |
| David L Inman | Chief Accounting Officer | 8 de Fevereiro de 2007 A | 33.801 | 0 | 0 | $0 |
| Robert J Mcdonough | Executive Vice President | 13 de Março de 2006 F | 214.903 | 0 | 0 | $0 |
| Michael E Schwartz | Executive Vice President | 2 de Agosto de 2005 M | 267.775 | 0 | 0 | $0 |
| Carl E Edwards JR | Chief Legal Officer/Secretary | 4 de Dezembro de 2003 M | 266.674 | 0 | 0 | $0 |
| Sivasankaran Somasundaram | Conselheiro | 26 de Maio de 2026 D | 767 | 0 | 0 | $0 |
| Shane D Wall | Conselheiro | 21 de Maio de 2026 A | 2.548 | 0 | 1 | $-54.001 |
| Ark Jon Vander | Conselheiro | 21 de Maio de 2026 A | 617 | 0 | 0 | $0 |
| Tracy A Embree | Conselheiro | 21 de Maio de 2026 A | 343 | 0 | 0 | $0 |
| Sherry Buck | Conselheiro | 21 de Maio de 2026 A | 2.306 | 0 | 0 | $0 |
| Karen H Quintos | Conselheiro | 21 de Maio de 2026 A | 7.253 | 0 | 38 | $-880.063 |
| Todd J Teske | Conselheiro | 21 de Maio de 2026 A | 7.224 | 0 | 2 | $-668.525 |
| Gregory T Swienton | Conselheiro | 16 de Maio de 2024 A | 13.956 | 0 | 0 | $0 |
| Janet Katherine Cooper | Conselheiro | 16 de Maio de 2024 A | 8.672 | 0 | 0 | $0 |
| Kim K.W. Rucker | Conselheiro | 9 de Dezembro de 2022 A | 5.242 | 0 | 0 | $0 |
| Max H Mitchell | Conselheiro | 10 de Dezembro de 2021 A | 1.907 | 0 | 0 | $0 |
| John E Major | Conselheiro | 15 de Janeiro de 2021 A | 13.576 | 0 | 0 | $0 |
| Paul W Schmidt | Conselheiro | 15 de Abril de 2020 A | 1.498 | 0 | 0 | $0 |
| Terry Dean Stinson | Conselheiro | 17 de Abril de 2017 A | 44.110 | 0 | 0 | $0 |
| Richard L Thompson | Conselheiro | 1 de Outubro de 2015 J | 216.159 | 0 | 0 | $0 |
| Jeffrey D Storey | Conselheiro | 15 de Julho de 2011 A | 195.108 | 0 | 0 | $0 |
| James J Byrne | Conselheiro | 15 de Abril de 2011 A | 57.284 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 3 participações
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 |
|---|---|---|---|---|---|
| NORRIS JOHN W III ×2 declarações | 23 de Junho de 2025 | 9,80% | Emenda | Investimento passivo | SEC |
| John W. Norris, Jr. | 6 de Abril de 2015 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 20 de Março de 2001 | — | Declaração inicial | — | 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.
Participação em ETFs Detido por 162 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 |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,44% | 2.829 NS | 30 de Abril de 2026 | N-PORT |
| ITB · iShares Trust | 2,89% | 154.555 SH | 8 de Agosto de 2026 | Diário |
| NAIL · Direxion Shares ETF Trust | 2,75% | 28.994 NS | 30 de Abril de 2026 | N-PORT |
| UPGR · DBX ETF Trust | 1,93% | 252 NS | 29 de Maio de 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 1,66% | 4.598 SH | 8 de Agosto de 2026 | Diário |
| CCSO · Tidal Trust II | 1,57% | 1.368 NS | 30 de Abril de 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 0,97% | 23.929 SH | 8 de Agosto de 2026 | Diário |
| HOMZ · ETF Series Solutions | 0,86% | 585 NS | 31 de Maio de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,76% | 6.106 NS | 30 de Abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,49% | 414.842 SH | 8 de Agosto de 2026 | Diário |
| TRFK · Pacer Funds Trust | 0,41% | 4.702 NS | 30 de Abril de 2026 | N-PORT |
| MADE · iShares Trust | 0,40% | 593 SH | 8 de Agosto de 2026 | Diário |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,39% | 4.894 NS | 31 de Maio de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,35% | 2.351 NS | 31 de Maio de 2026 | N-PORT |
| FLAG · Global X Funds | 0,32% | 10 NS | 30 de Abril de 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0,32% | 80 NS | 30 de Abril de 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,26% | 11.313 NS | 30 de Abril de 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,26% | 630 NS | 31 de Maio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,24% | 9.363 NS | 30 de Abril de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,24% | 38.051 SH | 8 de Agosto de 2026 | Diário |
| TEXN · iShares Trust | 0,24% | 91 SH | 8 de Agosto de 2026 | Diário |
| DUSL · Direxion Shares ETF Trust | 0,22% | 223 NS | 30 de Abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,21% | 718.402 SH | 8 de Agosto de 2026 | Diário |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,19% | 4.734 NS | 30 de Abril de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,19% | 5.293 NS | 30 de Abril de 2026 | N-PORT |
| UXI · ProShares Trust | 0,19% | 106 NS | 31 de Maio de 2026 | N-PORT |
| IMCG · iShares Trust | 0,19% | 17.330 SH | 8 de Agosto de 2026 | Diário |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 6.430 NS | 31 de Maio de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,18% | 1.461 NS | 31 de Maio de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,18% | 163 NS | 30 de Abril de 2026 | N-PORT |
| SIZE · iShares Trust | 0,17% | 1.688 SH | 8 de Agosto de 2026 | Diário |
| RSP · Invesco Exchange-Traded Fund Trust | 0,16% | 367.717 SH | 8 de Agosto de 2026 | Diário |
| EUSA · iShares, Inc. | 0,16% | 7.053 SH | 8 de Agosto de 2026 | Diário |
| IYJ · iShares Trust | 0,16% | 7.164 SH | 8 de Agosto de 2026 | Diário |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,16% | 807 NS | 31 de Maio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,15% | 1.210 SH | 8 de Agosto de 2026 | Diário |
| QUAL · iShares Trust | 0,15% | 163.538 SH | 8 de Agosto de 2026 | Diário |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 24.247 NS | 31 de Maio de 2026 | N-PORT |
| EXI · iShares Trust | 0,13% | 4.485 SH | 8 de Agosto de 2026 | Diário |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 4.144.000 | 8 de Agosto de 2026 | Diário |
| PALC · Pacer Funds Trust | 0,12% | 513 NS | 30 de Abril de 2026 | N-PORT |
| IWP · iShares Trust | 0,12% | 53.896 SH | 8 de Agosto de 2026 | Diário |
| EVUS · iShares Trust | 0,11% | 984 SH | 8 de Agosto de 2026 | Diário |
| DUHP · Dimensional ETF Trust | 0,11% | 23.281 NS | 30 de Abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 128.369 SH | 8 de Agosto de 2026 | Diário |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,10% | 249 NS | 30 de Abril de 2026 | N-PORT |
| IMCB · iShares Trust | 0,10% | 3.682 SH | 8 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,09% | 33.445 SH | 8 de Agosto de 2026 | Diário |
| GSLC · Goldman Sachs ETF Trust | 0,09% | 26.758 NS | 31 de Maio de 2026 | N-PORT |
| SUSA · iShares Trust | 0,09% | 8.157 SH | 8 de Agosto de 2026 | Diário |