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LTH Life Time Group Holdings, Inc. Common Stock
NYSE · Hotels, Restaurants & Leisure · Ver em SEC EDGAR ↗ fechar Out 2, 2026 10-K/10-Q Jul 30, 2026
$40,99
· % da faixa de 52 semanas
· acima do mínimo
· para alta
$24,14mínima 52 sem
$47,24máxima 52 sem
Capitalização de Mercado (MRQ)
$9.15B
P/E (TTM)
22.3
EPS (TTM)
$1.84
Receita (TTM)
$3.18B
seus distintivos
Intervalo 52 Semanas
$24–$47
Classificação do Analista
BUY
Preço-Alvo
$56
P/E
22.3
ROE
13.4%
Margem de Lucro Líquido
13.0%
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LTH Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$40.99
Capitalização de Mercado (MRQ)
$9.15B
P/E (TTM)
22.3
EPS (TTM)
$1.84
Receita (TTM)
$3.18B
ROE (TTM)
13.4%
Dívida/Capital (MRQ)
0.5
Intervalo 52 Semanas
$24–$47
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Sobre Life Time Group Holdings, Inc. Common Stock Visão geral da empresa da Wikipedia
Life Time, Inc. (formerly Life Time Fitness, Inc.) is a chain of health clubs in the United States and Canada.
History
The company was founded by chairman and chief executive officer, Bahram Akradi. The company was incorporated in 1990 as FCA, Ltd., a Minnesota corporation, and registered the name Life Time Fitness in March of 1992. In 2017, the word "Fitness" was officially dropped from the brand name, and the company became simply Life Time, Inc. The first club opened in Brooklyn Park, Minnesota.
Several locations were added to the Minneapolis–St. Paul area before the chain expanded to suburban communities in other states. As of mid-2021, the locations include over 160 athletic clubs, 3 apartment home residences, and 10 coworking locations. Most Life Time locations are located in exurban or suburban areas in medium to large-sized metropolitan areas, with some locations in central city or inner suburban areas. The oldest facility is in Eagan, Minnesota. In December 2019 they opened up a new facility inside of the Southdale Mall in Edina, Minnesota, replacing the former tenant J.C. Penney.
In addition to its health clubs, the company has created or acquired, as of 2012, more than 200 annual races in the United States. These include the Life Time Tri Series, the Leadville Race Series, the Chequamegon Fat Tire Festival in Hayward, Wisconsin, the Unbound Gravel gravel bicycle race, and the Miami Marathon.
In August 2014, Life Time, a publicly traded company at the time, considered becoming a Real Estate Investment Trust (REIT) in response to pressure from its largest shareholder, Marcato Capital Management. In March 2015, Life Time was acquired by private equity firms TPG Capital and Leonard Green & Partners in a leveraged buyout.
Controversies
Several employees of Life Time Fitness took the firm to court for withholding wages in 2004. In 2009, a court ruled in favor of employees in the case of Baden-Winterwood v. Life Time Fitness Inc., with a judgment that employees must be paid in accordance with federal and state wage-and-hour laws which require overtime pay for hours worked in excess of 40 in a workweek.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
setorConsumer Discretionary
indústriaHotels, Restaurants & Leisure
funcionários52.000
paísUS
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita$3.00B2019-12-31 → 2025-12-31
EPS$1.662019-12-31 → 2025-12-31
Fluxo de caixa livre$-21M2021-12-31 → 2025-12-31
Margem líquida13.0%2021-12-31 → 2025-12-31
Avaliação e Proporções
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | LTH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 22.3média 5A ≈-222.8 | ≈-222.8 | 29.2 | Subvalorizado | |
| P/S (TTM) | 2.9média 5A ≈1.8 | ≈1.8 | 2.9 | Valor justo | |
| P/B (MRQ) | 2.8média 5A ≈1.5 | ≈1.5 | 2.8 | Subvalorizado | |
| EV / EBITDA | 13.4média 5A ≈4.4 | ≈4.4 | · | · | |
| Preço / FCF (TTM) | -60.6média 5A ≈-43.6 | ≈-43.6 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 10.2média 5A ≈-26.6 | ≈-26.6 | 5.8 | Sobreavaliado | |
| EV / Revenue (EV / Receita) | 3.5média 5A ≈2.6 | ≈2.6 | · | · | |
| EV / FCF | -497.2média 5A ≈-53.6 | ≈-53.6 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | 2.9média 5A ≈3.8 | ≈3.8 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | LTH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 17.3%média 5A ≈1.7% | ≈1.7% | 16.1% | Em linha | |
| Margem EBITDA (TTM) | 27.2%média 5A ≈14.0% | ≈14.0% | 20.1% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | 17.8%média 5A ≈-5.2% | ≈-5.2% | 2.8% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 13.0%média 5A ≈-4.4% | ≈-4.4% | 1.5% | Primeira linha | |
| ROA (TTM) | 5.2%média 5A ≈-0.25% | ≈-0.25% | 2.5% | Primeira linha | |
| ROE (TTM) | 13.4%média 5A ≈-2.7% | ≈-2.7% | 4.1% | Primeira linha | |
| ROIC | 7.9%média 5A ≈2.1% | ≈2.1% | 9.0% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | LTH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | 0.5média 5A ≈0.7 | ≈0.7 | -0.6 | Acima da média | |
| Índice de liquidez corrente (MRQ) | 0.7média 5A ≈0.4 | ≈0.4 | 0.7 | Em linha | |
| Quick Ratio (Índice de Liquidez Seca) | 0.4média 5A ≈0.1 | ≈0.1 | 0.4 | Em linha | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | 0.4média 5A ≈0.7 | ≈0.7 | -0.6 | Acima da média |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | LTH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 14.3%média 5A ≈26.3% | ≈26.3% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 18.0%média 5A ≈25.5% | ≈25.5% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 25.9% | · | · | · | |
| EPS YoY | 124.3% | · | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 139.2% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | LTH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.4média 5A ≈0.3 | ≈0.3 | 0.4 | Fraco | |
| Inventory Turnover (Giro de Estoque) | 24.5 | · | 16.0 | Primeira linha | |
| Receivables Turnover (Giro de Contas a Receber) | 121.8média 5A ≈153.1 | ≈153.1 | 21.2 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$57.6K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
19.2%
Próximo relatório
Nov 02, 2026
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 3, 2026 | $0.45 | $0.40 | 12.0% |
| 31 de Março de 2026 | $0.39 | $0.35 | 10.3% | |
| 31 de Dezembro de 2025 | $0.54 | $0.36 | 52.0% | |
| 30 de Setembro de 2025 | $0.45 | $0.34 | 32.8% | |
| 30 de Junho de 2025 | $0.26 | $0.33 | -22.0% | |
| 31 de Março de 2025 | $0.34 | $0.26 | 29.9% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | $948M | $1.90B | |
| Cost of Revenue | $1.57B | $1.39B | $1.18B | · | · | · | · | |
| SG&A Expense | $245M | $221M | $201M | $214M | $481M | $150M | $228M | |
| Operating Expenses | $2.51B | $2.26B | $1.99B | $1.71B | $1.81B | $1.31B | $1.73B | |
| Operating Income | $481M | $357M | $225M | $111M | $-495M | $-359M | $168M | |
| Other Non-op | $94M | $0 | $0 | $-113M | $-225M | $-129M | $-128M | |
| Pretax Income | $494M | $209M | $95M | $-3M | $-720M | $-488M | $40M | |
| Income Tax | $120M | $53M | $19M | $-825.0K | $-140M | $-128M | $10M | |
| Net Income | $374M | $156M | $76M | $-2M | $-579M | $-360M | $30M | |
| EPS (Basic) | $1.71 | $0.77 | $0.39 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| EPS (Diluted) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | $-2.48 | $0.22 | |
| Shares (Basic) | 218,031,000 | 201,640,000 | 195,671,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| Shares (Diluted) | 225,495,000 | 211,164,000 | 204,005,000 | 193,570,000 | 155,470,000 | 145,137,000 | 139,405,000 | |
| EBITDA | $778M | $632M | $470M | $340M | $-260M | · | · |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $205M | $11M | $11M | $26M | $32M | $33M | · | |
| Receivables | $24M | $25M | $24M | $13M | $6M | $5M | · | |
| Inventory | $68M | $60M | $53M | $46M | $41M | $36M | · | |
| Prepaid Expense | $62M | $53M | $58M | $46M | $49M | $87M | · | |
| Other Current Assets | $10M | $13M | $10M | $22M | · | · | · | |
| Current Assets | $386M | $171M | $175M | $131M | $132M | $166M | · | |
| PP&E (Net) | $3.63B | $3.19B | $3.17B | $2.90B | $2.79B | $2.69B | · | |
| PP&E (Gross) | $5.56B | $4.93B | $4.69B | $4.21B | $3.97B | $3.66B | · | |
| Accum. Depreciation | $1.93B | $1.74B | $1.52B | $1.30B | $1.18B | $964M | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.23B | $1.23B | $1.23B | · | |
| Intangibles | $181M | $172M | $172M | $173M | $174M | $164M | · | |
| Other Non-current Assets | $93M | $68M | $76M | $70M | $62M | $53M | · | |
| Total Assets | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Accounts Payable | $90M | $88M | $81M | $74M | $71M | $54M | · | |
| Accrued Liabilities | $214M | $179M | $185M | $154M | $148M | $118M | · | |
| Current Liabilities | $610M | $520M | $557M | $457M | $406M | $443M | · | |
| Capital Leases | $2.56B | $2.38B | $2.27B | $2.16B | $1.91B | $1.74B | · | |
| Deferred Tax | $172M | $85M | $56M | $41M | $55M | $195M | · | |
| Other Non-current Liabilities | $59M | $43M | $37M | $34M | $18M | $26M | · | |
| Total Liabilities | $4.88B | $4.54B | $4.78B | $4.50B | $4.17B | $4.54B | · | |
| Long-term Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | $2.27B | · | |
| Total Debt | $1.51B | $1.54B | $1.93B | $1.82B | $1.80B | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $1M | · | |
| Paid-in Capital | $3.18B | $3.04B | $2.84B | $2.78B | $2.74B | $1.57B | · | |
| Retained Earnings | $-47M | $-421M | $-577M | $-653M | $-651M | $-72M | · | |
| AOCI | $-12M | $-13M | $-7M | $-9M | $-3M | $-3M | · | |
| Stockholders' Equity | $3.13B | $2.61B | $2.25B | $2.12B | $2.09B | $1.48B | $1.75B | |
| Liabilities + Equity | $8.01B | $7.15B | $7.03B | $6.63B | $6.26B | $6.02B | · | |
| Shares Outstanding | 221,077,000 | 207,495,000 | 196,671,000 | 194,271,000 | 193,060,000 | 145,196,000 | 141,596,000 |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $296M | $275M | $244M | $229M | $235M | $248M | $220M | |
| Stock-based Comp | $52M | $51M | $50M | $37M | $334M | $0 | $24M | |
| Deferred Tax | $87M | $29M | $15M | $-14M | $-140M | $-100M | $3M | |
| Amort. of Intangibles | $1M | $1M | $1M | $2M | $1M | $4M | $8M | |
| Other Non-cash | $91M | $66M | $84M | $-46M | $157M | · | · | |
| Operating Cash Flow | $871M | $575M | $463M | $201M | $-20M | $-96M | $359M | |
| CapEx | $891M | $525M | $698M | $591M | $329M | $266M | $624M | |
| Investing Cash Flow | $-686M | $-293M | $-574M | $-244M | $-270M | $-6M | $-478M | |
| Stock Issued | $0 | $124M | $0 | $0 | $702M | $90M | $105M | |
| Net Stock Activity | $0 | $124M | $0 | $0 | $702M | · | · | |
| Financing Cash Flow | $19M | $-284M | $116M | $37M | $288M | $87M | $133M | |
| Net Change in Cash | $204M | $-2M | $4M | $-6M | $-2M | $-15M | $14M | |
| Taxes Paid | $27M | $18M | $14M | $11M | $-885.0K | $-32M | $-25M | |
| Free Cash Flow | $-21M | $51M | $-231M | $-390M | $-349M | · | · |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% | · | · | |
| Net Margin | 12.5% | 6.0% | 3.4% | -0.10% | -44.0% | · | · | |
| Pretax Margin | 16.5% | 8.0% | 4.3% | -0.14% | -54.6% | · | · | |
| EBITDA Margin | 26.0% | 24.1% | 21.2% | 18.6% | -19.7% | · | · | |
| ROA | 4.9% | 2.2% | 1.1% | -0.03% | -9.4% | · | · | |
| ROE | 12.5% | 6.0% | 3.4% | -0.08% | -35.2% | · | · | |
| ROIC | 7.9% | 6.5% | 4.3% | 1.9% | -10.2% | · | · |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | |
| Quick Ratio | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Debt / Equity | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 | · | · | |
| LT Debt / Equity | 0.5 | 0.6 | 0.8 | 0.8 | 0.8 | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.2 | · | · | |
| Inventory Turnover | 24.5 | · | · | · | · | · | · | |
| Receivables Turnover | 121.8 | 107.0 | 118.9 | 183.7 | 233.9 | · | · |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.14 | $12.58 | $11.46 | $10.93 | $10.83 | · | · | |
| Revenue / Share | $13.28 | $12.41 | $10.87 | $9.42 | $8.48 | · | · | |
| Cash Flow / Share | $3.86 | $2.72 | $2.27 | $1.04 | $-0.13 | · | · | |
| Cash / Share | $0.93 | $0.05 | $0.15 | $0.13 | $0.16 | · | · | |
| EPS (TTM) | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 | · | · |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.3% | 18.2% | 21.6% | 38.3% | 39.0% | · | · | |
| Revenue CAGR 3Y | 18.0% | 25.8% | 32.7% | · | · | · | · | |
| Revenue CAGR 5Y | 25.9% | · | · | · | · | · | · | |
| EPS YoY | 124.3% | 100.0% | · | · | · | · | · | |
| Net Income YoY | 139.2% | 105.4% | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B | · | · | |
| Net Income TTM | $374M | $156M | $76M | $-2M | $-579M | · | · | |
| Market Cap | $5.88B | $4.59B | $2.97B | $2.32B | $3.32B | · | · | |
| Enterprise Value | $7.18B | $6.11B | $4.87B | $4.12B | $5.09B | · | · | |
| P/E | 16.0 | 29.9 | 40.8 | -1196.0 | -4.6 | · | · | |
| P/S | 2.0 | 1.8 | 1.3 | 1.3 | 2.5 | · | · | |
| P/B | 1.9 | 1.8 | 1.3 | 1.1 | 1.6 | · | · | |
| P / Tangible Book | 3.4 | 3.8 | 3.5 | 3.2 | 4.9 | · | · | |
| P / Cash Flow | 6.8 | 8.0 | 6.4 | 11.6 | -165.9 | · | · | |
| P / FCF | -280.4 | 90.7 | -12.8 | -6.0 | -9.5 | · | · | |
| EV / EBITDA | 9.2 | 9.7 | 10.4 | 12.1 | -19.6 | · | · | |
| EV / FCF | -342.6 | 120.9 | -21.1 | -10.6 | -14.6 | · | · | |
| EV / Revenue | 2.4 | 2.3 | 2.2 | 2.3 | 3.9 | · | · | |
| Earnings Yield | 6.2% | 3.4% | 2.5% | -0.08% | -21.7% | · | · |
Demonstração de Resultados
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $866M | $789M | $745M | $783M | $761M | $706M | $663M | $693M | $668M | $597M | $559M | $585M | $562M | $511M | $473M | $496M | |
| Cost of Revenue | $454M | $407M | $379M | $414M | $404M | $371M | $344M | $371M | $356M | $322M | $288M | $319M | $303M | · | · | · | |
| SG&A Expense | $66M | $60M | $65M | $60M | $62M | $58M | $61M | $58M | $53M | $49M | $54M | $52M | $53M | $42M | $38M | $57M | |
| Operating Expenses | $716M | $654M | $616M | $647M | $653M | $598M | $576M | $600M | $563M | $525M | $500M | $538M | $509M | $443M | $428M | $441M | |
| Operating Income | $150M | $135M | $130M | $136M | $108M | $108M | $87M | $94M | $105M | $72M | $59M | $47M | $52M | $67M | $45M | $56M | |
| Other Non-op | $5M | $-16M | $84M | $22M | $13M | $-25M | $37M | $0 | $0 | $-37M | $96M | $-33M | $-32M | $-31M | $-29M | $-28M | |
| Pretax Income | $135M | $119M | $172M | $139M | $100M | $83M | $50M | $58M | $67M | $35M | $24M | $14M | $21M | $36M | $16M | $28M | |
| Income Tax | $33M | $31M | $49M | $37M | $27M | $6M | $13M | $16M | $14M | $10M | $527.0K | $6M | $4M | $9M | $3M | $3M | |
| Net Income | $101M | $88M | $123M | $102M | $72M | $76M | $37M | $41M | $53M | $25M | $24M | $8M | $17M | $27M | $14M | $25M | |
| EPS (Basic) | $0.46 | $0.40 | $0.55 | $0.47 | $0.33 | $0.36 | $0.17 | $0.20 | $0.27 | $0.13 | $0.12 | $0.04 | $0.09 | $0.14 | $0.07 | $0.13 | |
| EPS (Diluted) | $0.45 | $0.39 | $0.55 | $0.45 | $0.32 | $0.34 | $0.17 | $0.19 | $0.26 | $0.12 | $0.11 | $0.04 | $0.08 | $0.14 | $0.08 | $0.12 | |
| Shares (Basic) | 222,626,000 | 221,853,000 | · | 220,063,000 | 219,286,000 | 211,958,000 | · | 202,945,000 | 198,903,000 | 197,498,000 | · | 196,146,000 | 195,476,000 | 194,572,000 | · | 193,918,000 | |
| Shares (Diluted) | 227,337,000 | 227,454,000 | · | 226,007,000 | 225,511,000 | 223,619,000 | · | 214,633,000 | 206,044,000 | 202,756,000 | · | 204,298,000 | 204,821,000 | 202,855,000 | · | 198,381,000 | |
| EBITDA | $233M | $216M | · | $211M | $181M | $179M | · | $163M | $174M | $138M | · | $110M | $111M | $126M | · | $112M |
Balanço Patrimonial
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $224M | $120M | $205M | $219M | $176M | $59M | $11M | $121M | $35M | $19M | · | $25M | $31M | $35M | · | $107M | |
| Receivables | $26M | $25M | $24M | $24M | $26M | $25M | $25M | $26M | $25M | $23M | · | $19M | $18M | $17M | · | $12M | |
| Inventory | $67M | $67M | $68M | $71M | $66M | $62M | $60M | $59M | $55M | $53M | · | $49M | $48M | $46M | · | $44M | |
| Prepaid Expense | $85M | $80M | $62M | $54M | $65M | $58M | $53M | $41M | $59M | $71M | · | $48M | $50M | $59M | · | $45M | |
| Other Current Assets | $16M | $14M | $13M | $13M | $14M | $16M | $13M | $10M | $14M | $22M | · | $15M | $17M | $19M | · | · | |
| Current Assets | $436M | $323M | $386M | $410M | $368M | $224M | $171M | $269M | $196M | $191M | · | $153M | $153M | $157M | · | $208M | |
| PP&E (Net) | $3.81B | $3.80B | $3.63B | $3.46B | $3.32B | $3.26B | $3.19B | $3.10B | $3.15B | $3.23B | · | $3.07B | $3.03B | $2.96B | · | $2.77B | |
| PP&E (Gross) | · | · | $5.56B | · | · | · | $4.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.93B | · | · | · | $1.74B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | · | $1.24B | $1.24B | $1.24B | · | $1.23B | |
| Intangibles | $181M | $181M | $181M | $181M | $171M | $172M | $172M | $172M | $172M | $172M | · | $172M | $173M | $173M | · | $173M | |
| Other Non-current Assets | $98M | $94M | $93M | $94M | $86M | $77M | $68M | $73M | $76M | $77M | · | $74M | $74M | $73M | · | $65M | |
| Total Assets | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Accounts Payable | $97M | $92M | $90M | $92M | $90M | $84M | $88M | $71M | $78M | $69M | · | $76M | $84M | $65M | · | $73M | |
| Accrued Liabilities | $223M | $226M | $214M | $229M | $198M | $184M | $179M | $196M | $184M | $162M | · | $179M | $170M | $145M | · | $167M | |
| Current Liabilities | $664M | $609M | $610M | $613M | $569M | $523M | $520M | $457M | $442M | $450M | · | $523M | $535M | $476M | · | $457M | |
| Capital Leases | $2.68B | $2.56B | $2.56B | $2.53B | $2.49B | $2.42B | $2.38B | $2.40B | $2.37B | $2.25B | · | $2.25B | $2.22B | $2.19B | · | $2.21B | |
| Deferred Tax | $187M | $182M | $172M | $146M | $105M | $86M | $85M | $78M | $68M | $62M | · | $57M | $47M | $48M | · | $44M | |
| Other Non-current Liabilities | $58M | $55M | $59M | $59M | $69M | $53M | $43M | $42M | $42M | $37M | · | $36M | $36M | $35M | · | $13M | |
| Total Liabilities | $5.06B | $4.89B | $4.88B | $4.84B | $4.73B | $4.58B | $4.54B | $4.62B | $4.76B | $4.79B | · | $4.68B | $4.63B | $4.57B | · | $4.50B | |
| Long-term Debt | $1.50B | $1.50B | $1.51B | $1.51B | $1.52B | $1.52B | $1.54B | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Total Debt | $1.50B | $1.50B | · | $1.51B | $1.52B | $1.52B | · | $1.65B | $1.84B | $2.01B | · | $1.88B | $1.86B | $1.89B | · | $1.79B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $3.16B | $3.18B | $3.18B | $3.16B | $3.15B | $3.09B | $3.04B | $3.03B | $2.87B | $2.86B | · | $2.82B | $2.81B | $2.79B | · | $2.78B | |
| Retained Earnings | $143M | $41M | $-47M | $-170M | $-272M | $-344M | $-421M | $-458M | $-499M | $-552M | · | $-600M | $-608M | $-625M | · | $-667M | |
| AOCI | $-6M | $-9M | $-12M | $-12M | $-9M | $-13M | $-13M | $-8M | $-9M | $-9M | · | $-10M | $-7M | $-9M | · | $-10M | |
| Stockholders' Equity | $3.30B | $3.22B | $3.13B | $2.99B | $2.87B | $2.73B | $2.61B | $2.56B | $2.37B | $2.30B | $2.25B | $2.22B | $2.20B | $2.16B | $2.12B | $2.11B | |
| Liabilities + Equity | $8.36B | $8.11B | $8.01B | $7.83B | $7.60B | $7.31B | $7.15B | $7.18B | $7.12B | $7.09B | · | $6.90B | $6.83B | $6.74B | · | $6.60B | |
| Shares Outstanding | 223,217,000 | 222,447,000 | 221,077,000 | 220,262,000 | 219,902,000 | 217,899,000 | 207,495,000 | 206,613,000 | 199,052,000 | 198,791,000 | 196,671,000 | 196,183,000 | 196,031,000 | 194,998,000 | 194,271,000 | 193,991,000 |
Fluxo de Caixa
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $83M | $81M | $77M | $75M | $73M | $71M | $70M | $69M | $70M | $66M | $64M | $64M | $58M | $58M | $57M | $56M | |
| Stock-based Comp | $15M | $11M | $7M | $17M | $16M | $12M | $21M | $12M | $11M | $8M | $13M | $15M | $17M | $6M | $4M | $6M | |
| Deferred Tax | $3M | $8M | $27M | $41M | $18M | $1M | $8M | $9M | $7M | $6M | $-1M | $10M | $-469.0K | $6M | $-3M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $300.0K | $400.0K | $300.0K | |
| Other Non-cash | · | $17M | · | · | · | $42M | · | · | · | $-38M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | $210M | $199M | $240M | $251M | $196M | $184M | $163M | $151M | $170M | $90M | $132M | $115M | $142M | $74M | $76M | $45M | |
| CapEx | $263M | $260M | $305M | $222M | $222M | $142M | $136M | $87M | $144M | $157M | $168M | $193M | $166M | $171M | $181M | $157M | |
| Investing Cash Flow | $-61M | $-260M | $-250M | $-205M | $-89M | $-142M | $-131M | $-8M | $4M | $-159M | $-171M | $-144M | $-123M | $-137M | $-206M | $40M | |
| Stock Issued | · | · | $0 | · | · | · | $-393.0K | · | · | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $63M | $11M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-40M | $-20M | $462.0K | $-365.0K | $12M | $7M | $-142M | $-56M | $-162M | $75M | $43M | $24M | $-24M | $72M | $49M | $-39M | |
| Net Change in Cash | $108M | $-82M | $-9M | $45M | $119M | $50M | $-109M | $88M | $13M | $7M | $5M | $-5M | $-4M | $10M | $-82M | $46M | |
| Taxes Paid | $44M | $2M | $2M | $928.0K | $23M | $2M | $5M | $4M | $8M | $2M | $879.0K | $727.0K | $12M | $66.0K | $7M | $2M | |
| Free Cash Flow | · | $-61M | · | · | · | $41M | · | · | · | $-66M | · | · | · | $-96M | · | · |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.3% | 17.1% | · | 17.3% | 14.2% | 15.2% | · | 13.5% | 15.7% | 12.1% | · | 8.0% | 9.3% | 13.2% | · | 11.2% | |
| Net Margin | 11.7% | 11.2% | · | 13.1% | 9.5% | 10.8% | · | 6.0% | 7.9% | 4.2% | · | 1.4% | 3.0% | 5.4% | · | 5.0% | |
| Pretax Margin | 15.5% | 15.1% | · | 17.8% | 13.1% | 11.7% | · | 8.3% | 10.0% | 5.8% | · | 2.4% | 3.6% | 7.1% | · | 5.7% | |
| EBITDA Margin | 26.9% | 27.3% | · | 26.9% | 23.8% | 25.3% | · | 23.5% | 26.1% | 23.1% | · | 18.9% | 19.7% | 24.6% | · | 22.6% | |
| ROA | 1.3% | 1.1% | · | 1.4% | 0.98% | 1.1% | · | 0.59% | 0.76% | 0.36% | · | 0.12% | 0.26% | 0.42% | · | 0.39% | |
| ROE | 3.3% | 3.0% | · | 3.7% | 2.8% | 3.0% | · | 1.7% | 2.3% | 1.1% | · | 0.37% | 0.79% | 1.3% | · | 1.5% | |
| ROIC | 2.4% | 2.1% | · | 2.2% | 1.8% | 2.3% | · | 1.6% | 2.0% | 1.2% | · | 0.66% | 1.1% | 1.3% | · | 1.3% |
Liquidez e Solvência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.5 | · | 0.7 | 0.6 | 0.4 | · | 0.6 | 0.4 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.5 | |
| Quick Ratio | 0.4 | 0.2 | · | 0.4 | 0.4 | 0.2 | · | 0.3 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.3 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | |
| LT Debt / Equity | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 6.8 | 6.3 | · | 6.4 | 6.7 | 6.4 | · | 6.9 | 6.9 | · | · | · | · | · | · | · | |
| Receivables Turnover | 33.2 | 31.5 | · | 30.9 | 29.8 | 29.7 | · | 30.5 | 30.8 | 30.1 | · | 37.2 | 39.2 | 38.6 | · | 48.2 |
Por Ação
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.79 | $14.47 | · | $13.55 | $13.05 | $12.55 | · | $12.40 | $11.89 | $11.58 | · | $11.30 | $11.23 | $11.09 | · | $10.85 | |
| Revenue / Share | $3.81 | $3.47 | · | $3.46 | $3.38 | $3.16 | · | $3.23 | $3.24 | $2.94 | · | $2.86 | $2.74 | $2.52 | · | $2.50 | |
| Cash Flow / Share | · | $0.87 | · | · | · | $0.82 | · | · | · | $0.45 | · | · | · | $0.37 | · | · | |
| Cash / Share | $1.00 | $0.54 | · | $0.99 | $0.80 | $0.27 | · | $0.59 | $0.17 | $0.09 | · | $0.13 | $0.16 | $0.18 | · | $0.55 | |
| EPS (TTM) | $1.84 | $1.71 | · | $1.28 | $1.02 | $0.96 | · | $0.68 | $0.53 | $0.35 | · | $0.34 | $0.42 | $0.33 | · | $-1.81 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.18B | $3.08B | · | $2.91B | $2.82B | $2.73B | · | $2.52B | $2.41B | $2.30B | · | $2.13B | $2.04B | $1.94B | · | $1.71B | |
| Net Income TTM | $415M | $386M | · | $288M | $227M | $207M | · | $143M | $109M | $74M | · | $66M | $83M | $64M | · | $-320M | |
| Market Cap | $9.12B | $5.99B | · | $6.08B | $6.67B | $6.58B | · | $5.05B | $3.75B | $3.09B | · | $2.98B | $3.86B | $3.11B | · | $1.89B | |
| Enterprise Value | $10.39B | $7.38B | · | $7.37B | $8.01B | $8.04B | · | $6.58B | $5.56B | $5.08B | · | $4.84B | $5.68B | $4.97B | · | $3.57B | |
| P/E | 22.2 | 15.8 | · | 21.6 | 29.7 | 31.5 | · | 35.9 | 35.5 | 44.3 | · | 44.7 | 46.8 | 48.4 | · | -5.4 | |
| P/S | 2.9 | 1.9 | · | 2.1 | 2.4 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.4 | 1.9 | 1.6 | · | 1.1 | |
| P/B | 2.8 | 1.9 | · | 2.0 | 2.3 | 2.4 | · | 2.0 | 1.6 | 1.3 | · | 1.3 | 1.8 | 1.4 | · | 0.9 | |
| P / Tangible Book | 4.8 | 3.3 | · | 3.9 | 4.6 | 5.0 | · | 4.4 | 3.9 | 3.4 | · | 3.7 | 4.9 | 4.1 | · | 2.7 | |
| P / Cash Flow | · | 30.1 | · | · | · | 35.8 | · | · | · | 34.1 | · | · | · | 41.9 | · | · | |
| EV / Revenue | 3.3 | 2.4 | · | 2.5 | 2.8 | 2.9 | · | 2.6 | 2.3 | 2.2 | · | 2.3 | 2.8 | 2.6 | · | 2.1 | |
| Earnings Yield | 4.5% | 6.3% | · | 4.6% | 3.4% | 3.2% | · | 2.8% | 2.8% | 2.3% | · | 2.2% | 2.1% | 2.1% | · | -18.6% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $3.00B | $2.62B | $2.22B | $1.82B | $1.32B |
| Margem Operacional % | 16.1% | 13.6% | 10.2% | 6.1% | -37.6% |
| Lucro líquido | $374M | $156M | $76M | $-2M | $-579M |
| EPS Diluído | $1.66 | $0.74 | $0.37 | $-0.01 | $-3.73 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.5 | 0.6 | 0.9 | 0.9 | 0.9 |
| Índice de liquidez corrente | 0.6 | 0.3 | 0.3 | 0.3 | 0.3 |
| Índice de Liquidez Seca | 0.4 | 0.1 | 0.1 | 0.1 | 0.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $-21M | $51M | $-231M | $-390M | $-349M |
Investidores institucionais (13F) 394 declarantes · $8.2B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Detentores
394
Valor detido
$8.2B
Novas posições
98
Posições encerradas
40
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 98 (+13 vs trimestre anterior) | 40 (+1 vs trimestre anterior) | 133 (+18 vs trimestre anterior) | 106 (+19 vs trimestre anterior) | +6.8M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $925.478.141 | 22.661.071 | 11,28% | Ações |
| Leonard Green & Partners, L.P. | $450.371.391 | 11.027.703 | 5,49% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $374.945.371 | 9.180.614 | 4,57% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370.577.708 | 9.073.891 | 4,52% | Ações |
| VANGUARD GROUP INC | $362.651.166 | 13.643.761 | 4,42% | Ações |
| Atairos Group, Inc. | $358.166.800 | 8.770.000 | 4,37% | Ações |
| TPG GP A, LLC | $322.428.124 | 7.894.910 | 3,93% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $270.414.382 | 6.621.312 | 3,30% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $257.631.381 | 6.308.310 | 3,14% | Ações |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $244.846.173 | 5.995.254 | 2,99% | Ações |
| STATE STREET CORP | $241.771.309 | 5.919.677 | 2,95% | Ações |
| AMERIPRISE FINANCIAL INC | $226.880.150 | 5.491.146 | 2,77% | Ações |
| Invesco Ltd. | $159.237.652 | 3.899.061 | 1,94% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $156.918.834 | 3.841.554 | 1,91% | Ações |
| AMERICAN CENTURY COMPANIES INC | $150.858.319 | 3.693.885 | 1,84% | Ações |
| Driehaus Capital Management LLC | $117.000.556 | 2.864.852 | 1,43% | Ações |
| GOLDMAN SACHS GROUP INC | $116.803.175 | 2.860.019 | 1,42% | Ações |
| MORGAN STANLEY | $114.415.131 | 2.801.545 | 1,39% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $111.218.102 | 2.723.264 | 1,36% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $105.366.587 | 2.579.985 | 1,28% | Ações |
| Hood River Capital Management LLC | $104.130.524 | 2.549.719 | 1,27% | Ações |
| LOOMIS SAYLES & CO L P | $99.959.739 | 2.447.594 | 1,22% | Ações |
| BANK OF AMERICA CORP /DE/ | $97.110.087 | 2.377.818 | 1,18% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $94.554.000 | 2.315.220 | 1,15% | Ações |
| Fisher Asset Management, LLC | $86.857.162 | 2.126.767 | 1,06% | Ações |
| TWO SIGMA INVESTMENTS, LP | $83.424.276 | 2.042.710 | 1,02% | Ações |
| Select Equity Group, L.P. | $70.623.795 | 1.729.280 | 0,86% | Ações |
| Woodline Partners LP | $69.072.079 | 1.691.285 | 0,84% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.551.761 | 1.629.573 | 0,81% | Ações |
| NORTHERN TRUST CORP | $65.967.259 | 1.615.261 | 0,80% | Ações |
| JPMORGAN CHASE & CO | $63.245.830 | 1.524.003 | 0,77% | Ações |
| MILLENNIUM MANAGEMENT LLC | $62.291.455 | 1.525.256 | 0,76% | Ações |
| VOYA INVESTMENT MANAGEMENT LLC | $57.379.097 | 1.404.973 | 0,70% | Ações |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $57.079.045 | 1.397.626 | 0,70% | Ações |
| KR Capital LP | $53.850.154 | 1.318.564 | 0,66% | Ações |
| RAYMOND JAMES FINANCIAL INC | $53.613.648 | 1.312.773 | 0,65% | Ações |
| TWO SIGMA ADVISERS, LP | $51.998.454 | 1.956.300 | 0,63% | Ações |
| VR Advisory Services Ltd | $49.890.021 | 1.221.597 | 0,61% | Ações |
| OBERWEIS ASSET MANAGEMENT INC/ | $48.584.081 | 1.189.620 | 0,59% | Ações |
| UBS Group AG | $46.930.102 | 1.149.121 | 0,57% | Ações |
| Granahan Investment Management, LLC | $44.253.693 | 1.083.587 | 0,54% | Ações |
| NEUBERGER BERMAN GROUP LLC | $41.560.785 | 1.017.649 | 0,51% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $41.343.598 | 1.012.331 | 0,50% | Ações |
| EMERALD ADVISERS, LLC | $39.675.652 | 971.490 | 0,48% | Ações |
| CITADEL ADVISORS LLC | $38.670.252 | 946.872 | 0,47% | Ações |
| Bank of New York Mellon Corp | $37.911.827 | 928.301 | 0,46% | Ações |
| PointState Capital LP | $37.077.819 | 907.880 | 0,45% | Ações |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34.131.202 | 1.266.934 | 0,42% | Ações |
| BRAUN STACEY ASSOCIATES INC | $31.878.479 | 780.570 | 0,39% | Ações |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $31.256.241 | 765.334 | 0,38% | Ações |
Ativistas e proprietários de 5%+ 13 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 |
|---|---|---|---|---|---|
| Green LTF Holdings II LP, Green Equity Investors VI, L.P., Green Equity Investors Side VI, L.P., LGP Associates VI-A LLC, LGP Associates VI-B LLC, GEI Capital VI, LLC, Green VI Holdings, LLC, Leonard Green & Partners, L.P., LGP Management Inc., Peridot Coinvest Manager LLC ×9 declarações | 12 de Agosto de 2026 | 2,60% | Emenda | · | SEC |
| JSS LTF Holdings Ltd, Colwood Investment Holding Inc., JSS Private Investments Fund I, JSS Private Equity Investments Fund GP S.a.r.l, J. Safra Sarasin Fund Management (Luxembourg) S.A., J. Safra Sarasin Asset Management (Europe) Limited, J. Safra Sarasin Holding AG, J. Safra Holdings Luxembourg S.a.r.l., JS International Holdings Limited ×2 declarações | 30 de Julho de 2026 | 1,50% | Emenda | · | SEC |
| TPG GP A, LLC, James G. Coulter, Jon Winkelried ×8 declarações | 26 de Maio de 2026 | 4,30% | Emenda | · | SEC |
| Partners Group Private Equity (Master Fund), LLC, Partners Group Private Equity II, LLC, Partners Group Access 83 PF LP, Partners Group Series Access II, LLC, Series 61 ×3 declarações | 5 de Março de 2025 | 1,10% | Emenda | Estrutura de capital | SEC |
| Bahram Akradi ×2 declarações | 3 de Março de 2025 | 7,30% | Emenda | Estrutura de capital | SEC |
| BEVCO LUX S.A.R.L., USD BEVCO S.A.R.L., SNI INTERNATIONAL HOLDINGS S.A.R.L., AGUILA LTD. | 31 de Dezembro de 2024 | 4,40% | Declaração inicial | Campanha no conselho | SEC |
| LifeCo LLC, Aguila Ltd. ×2 declarações | 29 de Outubro de 2024 | · | Declaração inicial | Campanha no conselho | SEC |
| MSD Capital, L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell, Gregg R. Lemkau, Marc R. Lisker ×3 declarações | 6 de Agosto de 2024 | · | Declaração inicial | · | SEC |
| SLT Investors, LLC, Simon Property Group, L.P., Simon Property Group, Inc. ×2 declarações | 28 de Maio de 2024 | · | Declaração inicial | · | SEC |
| Teacher Retirement System of Texas ×2 declarações | 14 de Abril de 2023 | · | Declaração inicial | · | SEC |
| TPG Group Holdings (SBS) Advisors, Inc., TPG Advisors VII, Inc., David Bonderman, James G. Coulter | 22 de Outubro de 2021 | · | Declaração inicial | Campanha no conselho | SEC |
| MSD Capital , L.P., MSD Partners, L.P., MSD Life Time Investments, LLC, MSD EIV Private Life Time, LLC, Michael S. Dell | 22 de Outubro de 2021 | · | Declaração inicial | Campanha no conselho | SEC |
| LNK Partners III, LP, LNK Life Time Fund, LP, LNK Partners III (Parallel), LP, LNK GenPar III, LP, LNK Life Time GenPar, LP, LNK MGP III, LLC, David A. Landau | 22 de Outubro de 2021 | · | Declaração inicial | Campanha no conselho | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Executivos da empresa 19 insiders · 5 diretores · 9 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Erik Weaver | EVP & Chief Financial Officer | 31 de Julho de 2026 M | 88.918 | 0 | 5 | $-3.058.761 |
| Robert P. Houghton | EVP & CHIEF FINANCIAL OFFICER | 9 de Agosto de 2023 P | 4.775 | 0 | 0 | $0 |
| Jeffrey G Zwiefel | PRESIDENT & COO | 12 de Outubro de 2023 F | 105.857 | 0 | 0 | $0 |
| Ritadhwaja Jebens Singh | EVP & CHIEF DIGITAL OFFICER | 11 de Setembro de 2026 M | 138.351 | 0 | 7 | $-11.903.442 |
| Parham Javaheri | EVP &PRESIDENT CLUB OPERATIONS | 31 de Julho de 2026 S | 183.371 | 0 | 3 | $-5.142.691 |
| John G Danhakl | Conselheiro | 28 de Agosto de 2026 J | 2.175.566 | 0 | 6 | $-736.283.555 |
| John Kristofer Galashan | Conselheiro | 26 de Agosto de 2026 S | 3.029.450 | 0 | 6 | $-736.283.555 |
| Jimena Almendares | Conselheiro | 10 de Junho de 2026 S | 36.983 | 0 | 1 | $-1.363.385 |
| Rachael A. Wagner | Conselheiro | 20 de Maio de 2026 A | 5.429 | 0 | 0 | $0 |
| Stuart G. Lasher | Conselheiro | 7 de Maio de 2026 M | 71.058 | 0 | 1 | $-1.621.000 |
| Jonathan J Coslet | Conselheiro | 30 de Abril de 2026 A | 7.273 | 0 | 0 | $0 |
| Donna Coallier | Conselheiro | 22 de Abril de 2026 A | 41.046 | 0 | 0 | $0 |
| Jennifer S. Pomerantz | Conselheiro | 22 de Abril de 2026 A | 11.983 | 0 | 0 | $0 |
| Joel Alsfine | Conselheiro | 22 de Abril de 2026 A | 15.648 | 0 | 0 | $0 |
| JSS LTF HOLDINGS LTD | Detentor de 10% | 12 de Outubro de 2021 C | 3.378.564 | 0 | 0 | $0 |
| Bahram Akradi | · | 31 de Julho de 2026 G | 11.484.792 | 0 | 2 | $-19.735.329 |
| Eric J Buss | · | 31 de Julho de 2026 M | 474.008 | 0 | 4 | $-34.358.296 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | · | 5 de Abril de 2023 P | 5.203.581 | 0 | 0 | $0 |
| Thomas E Bergmann | · | 22 de Março de 2022 A | 109.682 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 56 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 |
|---|---|---|---|---|
| PSCD · Invesco Exchange-Traded Fund Trust … | 3,42% | 19.203 SH | 2 de Outubro de 2026 | Diário |
| PEZ · Invesco Exchange-Traded Fund Trust | 2,77% | 14.852 SH | 2 de Outubro de 2026 | Diário |
| PEJ · Invesco Exchange-Traded Fund Trust | 2,72% | 238.688 SH | 2 de Outubro de 2026 | Diário |
| RSMC · Tidal Trust III | 2,09% | 353.686 NS | 31 de Julho de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,70% | 89.899 NS | 31 de Julho de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,49% | 131.633 SH | 19 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,40% | 23.364 SH | 2 de Outubro de 2026 | Diário |
| EBIT · Harbor ETF Trust | 0,40% | 1.051 NS | 31 de Julho de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 38.129 SH | 2 de Outubro de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,36% | 120.363 SH | 19 de Agosto de 2026 | Diário |
| DFAT · Dimensional ETF Trust | 0,35% | 1.130.077 NS | 31 de Julho de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,34% | 537.019 SH | 19 de Agosto de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,33% | 100.884 NS | 31 de Julho de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,29% | 5.563 NS | 31 de Julho de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,28% | 506.242 NS | 31 de Julho de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,27% | 76.664 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,22% | 50.243 SH | 11 de Setembro de 2026 | Diário |
| RSSL · Global X Funds | 0,21% | 70.148 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 26.990 NS | 31 de Julho de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 711.649 NS | 31 de Julho de 2026 | N-PORT |
| IWM · iShares Trust | 0,20% | 3.749.391 SH | 11 de Setembro de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,20% | 96.576 SH | 2 de Outubro de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,19% | 91.258 SH | 19 de Agosto de 2026 | Diário |
| FDIS · FIDELITY COVINGTON TRUST | 0,18% | 68.917 NS | 31 de Julho de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,18% | 843.022 SH | 19 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 1.915.327 SH | 19 de Agosto de 2026 | Diário |
| VCR · VANGUARD WORLD FUND | 0,16% | 271.653 SH | 19 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 69.451 NS | 31 de Julho de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 86.855 SH | 2 de Outubro de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 7.538 SH | 2 de Outubro de 2026 | Diário |
| ESML · iShares Trust | 0,11% | 75.939 SH | 11 de Setembro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,09% | 10.566 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1.762.595 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3.318.756 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,06% | 9.953 SH | 11 de Setembro de 2026 | Diário |
| DFUV · Dimensional ETF Trust | 0,05% | 181.373 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 478.795 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 23.300 NS | 31 de Julho de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 83.690 SH | 11 de Setembro de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 9.149 SH | 19 de Agosto de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,02% | 55.087 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 6.484 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 4.596.118 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 120.692 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 12.048 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,01% | 32.299 SH | 19 de Agosto de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,01% | 43.903 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 195.797 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,01% | 36.839 SH | 10 de Setembro de 2026 | Diário |
| IJR · iShares Trust | · | 9.367.277 SH | 10 de Setembro de 2026 | Diário |
| IJT · iShares Trust | · | 1.046.238 SH | 9 de Setembro de 2026 | Diário |
| IJS · iShares Trust | · | 385.238 SH | 8 de Setembro de 2026 | Diário |
| IWN · iShares Trust | · | 1.296.237 SH | 11 de Setembro de 2026 | Diário |
| XJR · iShares Trust | · | 21.222 SH | 31 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | · | 7.154 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 41.645 SH | 11 de Setembro de 2026 | Diário |
LTH Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
classificação · 19 analistas
COMPRA
Alvo mediano
$55.50
+35,4%
6 31,6%
Compra forte
12 63,2%
Compra
1 5,3%
Manter
0 0,0%
Venda
0 0,0%
Venda forte
Preço-alvo de 12 meses
14 analistas · 2026-09-29Alvo médio $56.07 +36,8%
← Abaixo de todos os alvos
Preço atual $40.99
Mín$50.00
Média$56.07
Máx$64.00
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| LTH | $5.88B | 16.0 | 14.3% | 12.5% | 12.5% | · |
| MTN | · | 36.3 | -4.3% | 5.2% | 44.4% | · |
| PLNT | · | · | 12.1% | 16.6% | -62.8% | · |
| PRKS | · | 11.9 | -3.6% | 10.1% | -40.5% | · |
| PRSU | $943M | 42.1 | 23.4% | 5.0% | 4.1% | · |
| FUN | $1.56B | -1.0 | 14.4% | -51.6% | -137.6% | · |
| LUCK | · | -23.9 | 3.7% | -2.9% | 9.4% | · |
| XPOF | · | -5.6 | -20.7% | -348.8% | 15.9% | · |
| PLAY | $708M | -14.5 | -1.4% | -2.3% | -37.8% | · |
| PUSA | · | · | · | · | · | · |
Últimas notícias Notícias recentes mencionando esta empresa
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Fonte: SEC 10-Q arquivado Jul 30, 2026