POWL Powell Industries, Inc. - Common Stock
Sobre Powell Industries, Inc. - Common Stock Visão geral da empresa da Wikipedia
Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
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Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
The company is led by Brett Alan Cope, who is the Chairman, President and Chief Executive Officer.
Powell Industries Inc. reported annual revenue for 2022 of US$532,580,000, up from US$470,560,000 the year previous.
Products include Power Control Rooms, E-Houses, ANSI/IEC switchgear, MV and LV motor Control, LV switchgear, Bus Duct, Utility Transfer Switches, DC switchgear, bus duct, field services, and Power Management and Control Systems.
Markets served by Powell include Oil and Gas Refining, Offshore Oil and Gas Production, Petrochemical, Pipelines, Terminals, Pulp and Paper, Mining, Traction Power, Renewable Energy, and Utilities.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
POWL Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
POWL 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 |
|---|---|
| 20 de Maio de 2026 | $0,0900 |
| 18 de Fevereiro de 2026 | $0,0900 |
| 19 de Novembro de 2025 | $0,0893 |
| 20 de Agosto de 2025 | $0,0893 |
| 21 de Maio de 2025 | $0,0893 |
| 19 de Fevereiro de 2025 | $0,0893 |
| 20 de Novembro de 2024 | $0,0883 |
| 14 de Agosto de 2024 | $0,0883 |
| 14 de Maio de 2024 | $0,0883 |
| 13 de Fevereiro de 2024 | $0,0883 |
| 14 de Novembro de 2023 | $0,0877 |
| 15 de Agosto de 2023 | $0,0877 |
| 16 de Maio de 2023 | $0,0877 |
| 14 de Fevereiro de 2023 | $0,0877 |
| 15 de Novembro de 2022 | $0,0867 |
| 16 de Agosto de 2022 | $0,0867 |
| 17 de Maio de 2022 | $0,0867 |
| 15 de Fevereiro de 2022 | $0,0867 |
| 16 de Novembro de 2021 | $0,0867 |
| 17 de Agosto de 2021 | $0,0867 |
POWL Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 2 16,7%
- Compra 7 58,3%
- Manter 3 25,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
4 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 | $1.42 | $1.50 | -0.08% |
| 31 de Março de 2026 | $1.25 | $1.39 | -0.14% |
| 31 de Dezembro de 2025 | $1.14 | $0.99 | 0.15% |
| 30 de Setembro de 2025 | $1.41 | $1.29 | 0.12% |
| 30 de Junho de 2025 | $1.32 | $1.28 | 0.04% |
| 31 de Março de 2025 | $1.27 | $1.17 | 0.10% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| NXT | — | 31.4 | 20.3% | 16.5% | 27.1% | 32.6% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
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 | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Cost of Revenue | $780M | $739M | $552M | $448M | $395M | $424M | $430M | $383M | $345M | $459M | · | · | |
| Gross Profit | $324M | $273M | $148M | $85M | $75M | $95M | $87M | $65M | $51M | $106M | $108M | $125M | |
| R&D Expense | $11M | $9M | $6M | $7M | $7M | $6M | $6M | $7M | $7M | $7M | $7M | $8M | |
| SG&A Expense | $95M | $85M | $79M | $71M | $67M | $68M | $70M | $67M | $62M | $75M | $77M | $88M | |
| Operating Income | $218M | $179M | $63M | $7M | $1M | $19M | $11M | $-9M | $-19M | $16M | $21M | $29M | |
| Interest Expense | · | · | · | · | $204.0K | $228.0K | $230.0K | $207.0K | $168.0K | $149.0K | $145.0K | $178.0K | |
| Interest Income | · | · | $6M | $334.0K | $73.0K | $753.0K | $1M | $883.0K | $558.0K | $156.0K | $86.0K | $13.0K | |
| Other Non-op | · | $0 | $0 | $2M | $0 | $506.0K | $0 | $747.0K | $2M | $2M | $2M | $2M | |
| Pretax Income | $234M | $196M | $69M | $10M | $1M | $20M | $12M | $-8M | $-17M | $18M | $23M | $31M | |
| Income Tax | $53M | $46M | $14M | $-4M | $461.0K | $4M | $2M | $-547.0K | $-7M | $2M | $14M | $11M | |
| Net Income | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| EPS (Basic) | $14.98 | $12.51 | $4.59 | $1.16 | $0.05 | $1.43 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.80 | $2.43 | |
| EPS (Diluted) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 | $1.42 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.79 | $2.42 | |
| Shares (Basic) | 12,062,000 | 11,982,000 | 11,879,000 | 11,797,000 | 11,705,000 | 11,624,000 | 11,571,000 | 11,507,000 | 11,453,000 | 11,400,000 | 11,869,000 | 12,003,000 | |
| Shares (Diluted) | 12,167,000 | 12,188,000 | 12,120,000 | 11,943,000 | 11,789,000 | 11,693,000 | 11,634,000 | 11,507,000 | 11,453,000 | 11,431,000 | 11,908,000 | 12,058,000 | |
| EBITDA | $225M | $179M | $71M | $17M | $11M | $30M | $23M | $-9M | $-19M | $16M | $21M | $29M |
Balanço Patrimonial 28
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $451M | $315M | $246M | $102M | $114M | $160M | $119M | $37M | $68M | $98M | $44M | $103M | |
| Short-term Investments | $25M | $43M | $33M | $15M | $20M | $19M | $6M | $13M | $27M | $0 | · | · | |
| Receivables | $217M | $214M | $207M | $106M | $78M | $70M | $112M | $93M | $54M | $101M | $102M | $107M | |
| Inventory | $85M | $86M | $64M | $50M | $30M | $29M | $29M | $21M | $18M | $27M | $33M | $33M | |
| Prepaid Expense | $11M | $7M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $6M | |
| Other Current Assets | $7M | $7M | $6M | $4M | $2M | $2M | $3M | $630.0K | $463.0K | $2M | $4M | $4M | |
| Current Assets | $932M | $776M | $622M | $370M | $302M | $336M | $329M | $277M | $250M | $304M | $297M | $357M | |
| PP&E (Net) | $111M | $103M | $98M | $99M | $109M | $114M | $121M | $129M | $139M | $145M | $155M | $157M | |
| PP&E (Gross) | $263M | $252M | $243M | $235M | $248M | $258M | $256M | $254M | $256M | $250M | $248M | $245M | |
| Accum. Depreciation | $152M | $149M | $146M | $137M | $138M | $144M | $135M | $125M | $117M | $105M | $94M | $88M | |
| Goodwill | $6M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | |
| Intangibles | $6M | $500.0K | · | · | · | · | · | · | · | · | $1M | $2M | |
| Other Non-current Assets | $19M | $18M | $13M | $12M | $15M | $12M | $12M | $11M | $14M | $11M | $10M | $8M | |
| Total Assets | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Accounts Payable | $67M | $74M | $57M | $63M | $45M | $35M | $51M | $41M | $33M | $35M | $48M | $70M | |
| Current Liabilities | $446M | $428M | $396M | $186M | $121M | $153M | $158M | $118M | $86M | $118M | $125M | $158M | |
| Capital Leases | $782.0K | $621.0K | $663.0K | $545.0K | $2M | $3M | · | · | · | · | · | · | |
| Deferred Tax | $5M | $3M | $0 | · | · | · | · | · | $0 | $138.0K | · | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $1M | $1M | $723.0K | $655.0K | |
| Total Liabilities | $468M | $445M | $407M | $196M | $135M | $166M | $168M | $128M | $94M | $127M | $136M | $170M | |
| Long-term Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | $3M | $3M | |
| Total Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | · | · | |
| Retained Earnings | $630M | $462M | $325M | $284M | $283M | $294M | $289M | $292M | $311M | $332M | $328M | $331M | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $21M | · | |
| AOCI | $-27M | $-24M | $-27M | $-29M | $-20M | $-25M | $-25M | $-22M | $-19M | $-24M | $-22M | $-7M | |
| Stockholders' Equity | $641M | $483M | $345M | $297M | $301M | $307M | $299M | $302M | $321M | $335M | $333M | $371M | |
| Liabilities + Equity | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Shares Outstanding | 36,210,534 | 38,386,000 | 12,668,000 | 12,588,000 | 12,498,000 | 12,422,000 | 12,373,000 | 12,281,000 | 12,234,000 | 12,199,000 | 12,100,000 | 12,031,000 |
Fluxo de Caixa 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $9M | $9M | $10M | $11M | $12M | $13M | $13M | · | · | · | |
| Stock-based Comp | $5M | $5M | $5M | $4M | $3M | $3M | $4M | $3M | $3M | $5M | $3M | $3M | |
| Deferred Tax | $-5M | $-7M | $-8M | $-5M | $-995.0K | $1M | $820.0K | $-2M | $100.0K | $2M | $11M | $-3M | |
| Amort. of Intangibles | $112.0K | $0 | $0 | $0 | $157.0K | $177.0K | $177.0K | $205.0K | $400.0K | $352.0K | $435.0K | $779.0K | |
| Restructuring | · | · | · | $0 | $0 | $1M | $11.0K | $787.0K | $1M | $8M | $3M | · | |
| Other Non-cash | $-20M | · | $123M | $-26M | $-43M | $40M | $42M | · | · | · | · | · | |
| Operating Cash Flow | $168M | $109M | $183M | $-4M | $-30M | $72M | $69M | $-29M | $37M | $75M | $13M | $9M | |
| CapEx | $13M | $12M | $8M | $2M | $3M | $5M | $4M | $4M | $4M | $3M | $35M | $16M | |
| Investing Cash Flow | $-8M | $-22M | $-27M | $6M | $-2M | $-18M | $3M | $10M | $-30M | $-3M | · | $-2M | |
| Net Debt Issued | · | $0 | $0 | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $0 | $4M | $21M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | $0 | $-4M | $-21M | · | |
| Dividends Paid | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Financing Cash Flow | $-25M | $-19M | $-13M | $-13M | $-13M | $-13M | $-14M | $-13M | $-13M | $-17M | · | $-13M | |
| Taxes Paid | $56M | $51M | $17M | $533.0K | $2M | $2M | $-5M | $354.0K | $-764.0K | $-352.0K | $2M | $19M | |
| Free Cash Flow | $155M | $97M | $175M | $-6M | $-33M | $67M | $65M | $-33M | $33M | $72M | $-22M | $-7M | |
| Levered FCF | · | · | · | · | $-33M | $67M | $64M | $-33M | $33M | $72M | $-22M | $-7M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% | 18.2% | 16.8% | 14.6% | 12.8% | 18.8% | 16.4% | 19.4% | |
| Operating Margin | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% | 3.7% | 2.2% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| Net Margin | 16.4% | 14.8% | 7.8% | 2.6% | 0.13% | 3.2% | 1.9% | -1.6% | -2.4% | 2.7% | 1.4% | 4.5% | |
| Pretax Margin | 21.1% | 19.4% | 9.9% | 1.8% | 0.23% | 3.9% | 2.4% | -1.7% | -4.3% | 3.1% | 3.5% | 4.7% | |
| EBITDA Margin | 20.4% | 17.7% | 10.2% | 3.1% | 2.4% | 5.7% | 4.5% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| ROA | 17.7% | 17.8% | 8.8% | 3.0% | 0.14% | 3.5% | 2.2% | -1.7% | -2.2% | 3.3% | 1.9% | 5.5% | |
| ROE | 30.6% | 32.6% | 16.3% | 4.6% | 0.21% | 5.5% | 3.3% | -2.4% | -2.9% | 4.6% | 2.7% | 8.1% | |
| ROIC | 26.3% | 28.3% | 14.3% | 3.4% | 0.20% | 5.1% | 3.1% | -2.8% | -3.4% | 4.1% | 2.5% | 5.1% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 | 2.2 | 2.1 | 2.3 | 2.9 | 2.6 | 2.4 | 2.3 | |
| Quick Ratio | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 | 1.6 | 1.5 | 1.2 | 1.7 | 1.7 | 1.2 | 1.3 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | 5.0 | 83.6 | 49.8 | -44.1 | -115.1 | 105.8 | 142.4 | 164.8 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.2 | 1.1 | 1.1 | 1.0 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.3 | 1.2 | |
| Inventory Turnover | 9.1 | 9.9 | 9.7 | 11.2 | 13.5 | 14.6 | 17.0 | 19.3 | · | · | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.5 | 5.8 | 6.3 | 5.7 | 5.1 | 6.1 | 5.1 | 5.6 | 6.3 | 5.9 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.1% | 44.8% | 31.3% | 13.2% | -9.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 29.1% | 10.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.9% | 173.1% | 291.3% | 2200.0% | -96.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 134.7% | 526.4% | 46.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 59.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.6% | 174.8% | 296.9% | 2077.0% | -96.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 136.1% | 519.3% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 61.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.3% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Net Income TTM | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| Market Cap | $3.68B | $2.66B | $1.05B | $265M | $307M | $300M | $484M | $445M | $367M | $489M | $364M | $492M | |
| Enterprise Value | · | · | · | $149M | $173M | $122M | $361M | $397M | $274M | $393M | · | · | |
| P/E | 20.5 | 18.1 | 18.4 | 18.3 | 491.4 | 17.0 | 46.1 | -58.5 | -36.1 | 29.4 | 38.1 | 16.9 | |
| P/S | 3.3 | 2.6 | 1.5 | 0.5 | 0.7 | 0.6 | 0.9 | 1.0 | 0.9 | 0.9 | 0.6 | 0.8 | |
| P/B | 5.7 | 5.5 | 3.0 | 0.9 | 1.0 | 1.0 | 1.6 | 1.5 | 1.1 | 1.5 | 1.1 | 1.3 | |
| P / Tangible Book | 5.9 | 5.5 | 3.1 | 0.9 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 21.9 | 24.5 | 5.8 | -74.1 | -10.1 | 4.1 | 7.0 | -15.6 | 10.0 | 6.5 | 28.2 | 53.9 | |
| P / FCF | 23.8 | 27.5 | 6.0 | -44.0 | -9.2 | 4.5 | 7.5 | -13.5 | 11.1 | 6.8 | -16.7 | -66.7 | |
| EV / EBITDA | · | · | · | 9.0 | 15.3 | 4.1 | 15.4 | -43.5 | -14.2 | 25.0 | · | · | |
| EV / FCF | · | · | · | -24.7 | -5.2 | 1.8 | 5.6 | -12.0 | 8.2 | 5.5 | · | · | |
| EV / Revenue | · | · | · | 0.3 | 0.4 | 0.2 | 0.7 | 0.9 | 0.7 | 0.7 | · | · | |
| Dividend Yield | 0.35% | 0.48% | 1.2% | 4.6% | 4.0% | 4.0% | 2.5% | 2.7% | 3.2% | 2.4% | 3.4% | 2.4% | |
| Earnings Yield | 4.9% | 5.5% | 5.4% | 5.5% | 0.20% | 5.9% | 2.2% | -1.7% | -2.8% | 3.4% | 2.6% | 5.9% | |
| Payout Ratio | 7.1% | 8.4% | 22.8% | 89.0% | 1924.2% | 72.4% | 121.3% | -166.6% | -125.2% | 76.4% | 130.9% | 41.1% | |
| Annual Payout | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M |
Demonstração de Resultados 14
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $312M | $297M | $251M | $298M | $286M | $279M | $241M | $275M | $288M | $255M | $194M | $209M | $192M | $171M | $127M | $163M | |
| Cost of Revenue | $216M | $209M | $180M | $204M | $198M | $195M | $182M | $195M | $206M | $192M | $146M | $157M | $150M | $138M | $107M | $129M | |
| Gross Profit | $95M | $88M | $71M | $94M | $88M | $83M | $60M | $80M | $82M | $63M | $48M | $52M | $43M | $33M | $19M | $33M | |
| R&D Expense | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | |
| SG&A Expense | $27M | $26M | $25M | $27M | $25M | $22M | $21M | $22M | $22M | $21M | $20M | $20M | $20M | $22M | $17M | $21M | |
| Operating Income | $64M | $58M | $43M | $63M | $60M | $59M | $36M | $56M | $57M | $39M | $26M | $30M | $22M | $10M | $1M | $10M | |
| Pretax Income | $69M | $62M | $47M | $68M | $64M | $62M | $39M | $60M | $62M | $44M | $30M | $33M | $24M | $11M | $2M | $11M | |
| Income Tax | $17M | $16M | $6M | $16M | $16M | $16M | $5M | $14M | $16M | $10M | $6M | $6M | $5M | $2M | $451.0K | $2M | |
| Net Income | $52M | $46M | $41M | $51M | $48M | $46M | $35M | $46M | $46M | $33M | $24M | $26M | $18M | $8M | $1M | $9M | |
| EPS (Basic) | $1.43 | $1.26 | $3.42 | $4.26 | $1.33 | $1.28 | $2.89 | $3.84 | $3.85 | $2.79 | $2.02 | $2.23 | $1.55 | $0.71 | $0.10 | $0.73 | |
| EPS (Diluted) | $1.42 | $1.25 | $3.40 | $4.22 | $1.32 | $1.27 | $2.86 | $3.77 | $3.79 | $2.75 | $1.98 | $2.18 | $1.52 | $0.70 | $0.10 | $0.73 | |
| Shares (Basic) | 36,432,000 | 36,429,000 | 12,109,000 | -24,115,000 | 36,212,000 | 36,206,000 | 12,037,000 | -23,949,000 | 11,998,000 | 11,992,000 | 11,941,000 | -23,747,000 | 11,889,000 | 11,878,000 | 11,859,000 | -23,579,000 | |
| Shares (Diluted) | 36,604,000 | 36,584,000 | 12,163,000 | -24,334,000 | 36,525,000 | 36,523,000 | 12,152,000 | -24,382,000 | 12,205,000 | 12,191,000 | 12,174,000 | -24,246,000 | 12,140,000 | 12,149,000 | 12,077,000 | -23,524,000 | |
| EBITDA | $64M | $58M | $45M | · | $60M | $59M | $36M | · | $57M | $39M | $26M | · | $22M | $10M | $1M | · |
Balanço Patrimonial 26
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $634M | $538M | $491M | $451M | $398M | $360M | $326M | $315M | $332M | $323M | $321M | · | $183M | $152M | $100M | · | |
| Short-term Investments | $0 | $7M | $10M | $25M | $35M | $30M | $48M | $43M | $42M | $42M | $34M | · | $26M | $11M | $11M | · | |
| Receivables | $362M | $238M | $190M | $217M | $212M | $203M | $193M | $214M | $173M | $184M | $169M | · | $205M | $170M | $151M | · | |
| Inventory | $95M | $86M | $85M | $85M | $89M | $89M | $88M | $86M | $85M | $82M | $70M | · | $66M | $59M | $55M | · | |
| Prepaid Expense | $13M | $13M | $15M | $11M | $7M | $5M | $8M | $7M | $5M | $3M | $5M | · | $5M | $3M | $5M | · | |
| Other Current Assets | $11M | $13M | $8M | $7M | $7M | $9M | $7M | $7M | $7M | $7M | $7M | · | $6M | $5M | $3M | · | |
| Current Assets | $1.23B | $1.01B | $920M | $932M | $880M | $811M | $762M | $776M | $736M | $717M | $675M | · | $547M | $463M | $389M | · | |
| PP&E (Net) | $119M | $112M | $112M | $111M | $109M | $105M | $102M | $103M | $96M | $97M | $98M | · | $97M | $98M | $99M | · | |
| PP&E (Gross) | $276M | $267M | $266M | $263M | $263M | $256M | $251M | $252M | $247M | $246M | $246M | · | · | · | · | · | |
| Accum. Depreciation | $157M | $156M | $154M | $152M | $153M | $150M | $149M | $149M | $150M | $149M | $148M | · | · | · | · | · | |
| Goodwill | $6M | $6M | $6M | $6M | · | · | · | $1M | · | · | · | $1M | $1M | · | · | · | |
| Intangibles | $5M | $6M | $6M | $6M | · | · | · | $500.0K | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $21M | $20M | $19M | $19M | $19M | $17M | $18M | $18M | $17M | $17M | $15M | · | $13M | $12M | $12M | · | |
| Total Assets | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Accounts Payable | $87M | $75M | $48M | $67M | $66M | $75M | $65M | $74M | $80M | $80M | $50M | · | $63M | $51M | $39M | · | |
| Current Liabilities | $625M | $447M | $402M | $446M | $427M | $405M | $397M | $428M | $418M | $442M | $428M | · | $335M | $270M | $204M | · | |
| Capital Leases | $2M | $1M | $662.0K | $782.0K | $614.0K | $761.0K | $735.0K | $621.0K | $427.0K | $516.0K | $573.0K | · | $741.0K | $731.0K | $713.0K | · | |
| Deferred Tax | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | |
| Total Liabilities | $651M | $471M | $425M | $468M | $447M | $424M | $416M | $445M | $432M | $456M | $442M | · | $347M | $281M | $215M | · | |
| Retained Earnings | $759M | $711M | $668M | $630M | $582M | $537M | $494M | $462M | $419M | $376M | $346M | · | $302M | $287M | $281M | · | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | · | $25M | $25M | $25M | · | |
| AOCI | $-31M | $-28M | $-25M | $-27M | $-24M | $-31M | $-32M | $-24M | $-27M | $-26M | $-24M | · | $-24M | $-26M | $-27M | · | |
| Stockholders' Equity | $756M | $709M | $669M | $641M | $595M | $541M | $496M | $483M | $437M | $394M | $366M | $345M | $324M | $306M | $298M | $297M | |
| Liabilities + Equity | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Shares Outstanding | 36,432,564 | 36,431,499 | 12,140,483 | 12,070,178 | 12,068,548 | 12,068,223 | 12,064,723 | 11,989,238 | 11,987,838 | 11,987,838 | 11,959,918 | 12,668,000 | 12,667,000 | 12,667,000 | 12,641,000 | 12,588,000 |
Fluxo de Caixa 12
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $1M | $1M | $2M | $960.0K | $1M | $1M | $2M | $927.0K | $957.0K | $1M | $2M | $685.0K | $958.0K | $2M | $1M | $2M | |
| Deferred Tax | $4M | $4M | $4M | $-2M | $-2M | $-1M | $13.0K | $-7M | $-107.0K | $124.0K | $-165.0K | $-5M | $-768.0K | $-888.0K | $-895.0K | $687.0K | |
| Amort. of Intangibles | $221.0K | $223.0K | $222.0K | $112.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $-5M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $100M | $51M | $44M | $61M | $47M | $22M | $37M | $-6M | $14M | $17M | $84M | $77M | $50M | $56M | $-549.0K | $24M | |
| CapEx | $7M | $2M | $2M | $2M | $5M | $4M | $2M | $8M | $1M | $903.0K | $1M | $4M | $650.0K | $630.0K | $3M | $686.0K | |
| Investing Cash Flow | $521.0K | $1M | $13M | $-4M | $-9M | $14M | $-9M | $-9M | $-2M | $-10M | $-1M | $-11M | $-16M | $-629.0K | $975.0K | $6M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-3M | $-4M | $-17M | $-3M | $-3M | $-3M | $-15M | $-3M | $-3M | $-5M | $-8M | $-3M | $-3M | $-3M | $-3M | $-3M | |
| Free Cash Flow | · | · | $42M | · | · | · | $35M | · | · | · | $83M | · | · | · | $-3M | · |
Lucratividade 8
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.6% | 29.6% | 28.4% | · | 30.7% | 29.9% | 24.6% | · | 28.4% | 24.6% | 24.8% | · | 22.2% | 19.5% | 15.3% | · | |
| Operating Margin | 20.5% | 19.4% | 17.0% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| Net Margin | 16.7% | 15.5% | 16.5% | · | 16.9% | 16.6% | 14.4% | · | 16.0% | 13.1% | 12.4% | · | 9.6% | 4.9% | 0.92% | · | |
| Pretax Margin | 22.2% | 20.8% | 18.7% | · | 22.4% | 22.4% | 16.3% | · | 21.4% | 17.2% | 15.4% | · | 12.3% | 6.4% | 1.3% | · | |
| EBITDA Margin | 20.5% | 19.4% | 17.9% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| ROA | 4.3% | 4.3% | 4.1% | · | 5.1% | 5.1% | 4.0% | · | 6.0% | 4.7% | 3.6% | · | 3.3% | 1.7% | 0.25% | · | |
| ROE | 7.7% | 7.3% | 7.1% | · | 9.3% | 9.9% | 8.1% | · | 12.2% | 9.6% | 7.2% | · | 5.9% | 2.8% | 0.39% | · | |
| ROIC | 6.4% | 6.0% | 5.6% | · | 7.6% | 8.1% | 6.3% | · | 9.8% | 7.6% | 5.7% | · | 5.2% | 2.5% | 0.26% | · |
Liquidez e Solvência 2
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.3 | 2.3 | · | 2.1 | 2.0 | 1.9 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.9 | · | |
| Quick Ratio | 1.6 | 1.8 | 1.7 | · | 1.5 | 1.5 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · |
Eficiência 3
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 2.4 | 2.4 | 2.1 | · | 2.3 | 2.3 | 2.3 | · | 2.7 | 2.7 | 2.3 | · | 2.6 | 2.7 | 2.4 | · | |
| Receivables Turnover | 1.1 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.2 | · | 1.3 | 1.3 | 1.1 | · |
Avaliação (TTM) 11
| Métrica | Tendência | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.15B | $1.11B | $1.06B | · | $1.09B | $1.06B | $979M | · | $930M | $813M | $685M | · | $626M | $562M | $497M | · | |
| Net Income TTM | $191M | $187M | $187M | · | $175M | $173M | $161M | · | $130M | $102M | $77M | · | $37M | $27M | $18M | · | |
| Market Cap | $10.43B | $6.57B | $3.87B | · | $2.54B | $2.06B | $2.67B | · | $1.72B | $1.71B | $1.06B | · | $767M | $539M | $445M | · | |
| P/E | 27.8 | 14.1 | 20.7 | · | 14.6 | 12.0 | 16.8 | · | 13.4 | 16.9 | 13.9 | · | 19.9 | 18.6 | 23.6 | · | |
| P/S | 9.1 | 5.9 | 3.7 | · | 2.3 | 1.9 | 2.7 | · | 1.8 | 2.1 | 1.5 | · | 1.2 | 1.0 | 0.9 | · | |
| P/B | 13.8 | 9.3 | 5.8 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Tangible Book | 14.0 | 9.4 | 5.9 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Cash Flow | · | · | 88.7 | · | · | · | 72.1 | · | · | · | 12.6 | · | · | · | -810.0 | · | |
| P / FCF | · | · | 93.0 | · | · | · | 76.7 | · | · | · | 12.8 | · | · | · | -135.8 | · | |
| Earnings Yield | 3.6% | 7.1% | 4.8% | · | 6.8% | 8.3% | 5.9% | · | 7.4% | 5.9% | 7.2% | · | 5.0% | 5.4% | 4.2% | · | |
| Payout Ratio | · | · | 7.8% | · | · | · | 9.2% | · | · | · | 13.0% | · | · | · | 264.5% | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Receita | $1.10B | $1.01B | $699M | $533M | $471M |
| Margem Bruta % | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% |
| Margem Operacional % | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% |
| Lucro líquido | $181M | $150M | $55M | $14M | $631.0K |
| EPS Diluído | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 |
Balanço Patrimonial
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | — | — | — | 0.0 | 0.0 |
| Índice de liquidez corrente | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 |
| Índice de Liquidez Seca | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 |
Fluxo de Caixa
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $155M | $97M | $175M | $-6M | $-33M |
Últimas notícias Notícias recentes mencionando esta empresa
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 628 declarantes · $5.9B 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 |
|---|---|---|---|---|
| 150 (+37 vs trimestre anterior) | 39 (0 vs trimestre anterior) | 402 (+244 vs trimestre anterior) | 33 (-143 vs trimestre anterior) | +13.2M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $446.062.972 | 1.557.700 | 7,57% | Ações |
| FIRST TRUST ADVISORS LP | $408.630.279 | 1.426.981 | 6,93% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $367.137.002 | 1.282.082 | 6,23% | Ações |
| Carnick & Kubik Group, LLC | $277.281.740 | 1.627.909 | 4,71% | Ações |
| STATE STREET CORP | $273.757.010 | 955.989 | 4,65% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $264.312.863 | 923.009 | 4,49% | Ações |
| Fisher Asset Management, LLC | $209.506.420 | 731.619 | 3,56% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $170.503.338 | 595.284 | 2,89% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $126.415.340 | 441.456 | 2,15% | Ações |
| Jain Global LLC | $109.160.432 | 381.200 | 1,85% | Opção de venda |
| JANUS HENDERSON GROUP PLC | $107.642.222 | 199.090 | 1,83% | Ações |
| JANE STREET GROUP, LLC | $106.869.552 | 373.200 | 1,81% | Opção de compra |
| CITADEL ADVISORS LLC | $90.174.764 | 314.900 | 1,53% | Opção de compra |
| JANE STREET GROUP, LLC | $85.021.143 | 296.903 | 1,44% | Ações |
| Capital World Investors | $84.540.631 | 295.225 | 1,43% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83.523.480 | 291.673 | 1,42% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $75.572.695 | 263.908 | 1,28% | Ações |
| TCW GROUP INC | $72.343.986 | 252.633 | 1,23% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $70.733.906 | 247.010 | 1,20% | Ações |
| JANE STREET GROUP, LLC | $69.470.936 | 242.600 | 1,18% | Opção de venda |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.959.079 | 223.352 | 1,09% | Ações |
| Walleye Trading LLC | $59.333.792 | 207.200 | 1,01% | Opção de compra |
| GOLDMAN SACHS GROUP INC | $58.450.658 | 204.116 | 0,99% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $56.906.605 | 198.724 | 0,97% | Ações |
| MILLENNIUM MANAGEMENT LLC | $56.815.256 | 198.405 | 0,96% | Ações |
| Baird Financial Group, Inc. | $56.313.467 | 196.652 | 0,96% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $52.828.266 | 184.482 | 0,90% | Ações |
| OBERWEIS ASSET MANAGEMENT INC/ | $51.407.634 | 179.521 | 0,87% | Ações |
| PEAK6 LLC | $48.967.560 | 171.000 | 0,83% | Opção de compra |
| Encompass Capital Advisors LLC | $45.502.318 | 158.899 | 0,77% | Ações |
| Jain Global LLC | $42.352.644 | 147.900 | 0,72% | Opção de compra |
| Portolan Capital Management, LLC | $41.702.893 | 145.631 | 0,71% | Ações |
| AMERIPRISE FINANCIAL INC | $38.562.575 | 134.662 | 0,65% | Ações |
| Stephens Investment Management Group LLC | $37.526.333 | 131.046 | 0,64% | Ações |
| Vision One Management Partners, LP | $37.242.263 | 130.054 | 0,63% | Ações |
| ENGINE NO. 1 LLC | $36.272.390 | 119.000 | 0,62% | Ações |
| D. E. Shaw & Co., Inc. | $34.993.192 | 122.200 | 0,59% | Opção de compra |
| Munro Partners | $34.220.593 | 119.502 | 0,58% | Ações |
| CITADEL ADVISORS LLC | $34.019.568 | 118.800 | 0,58% | Opção de venda |
| RPG Investment Advisory, LLC | $33.172.801 | 115.843 | 0,56% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $32.645.613 | 114.002 | 0,55% | Ações |
| Public Sector Pension Investment Board | $31.733.556 | 110.817 | 0,54% | Ações |
| Squarepoint Ops LLC | $31.547.136 | 110.166 | 0,54% | Ações |
| LPL Financial LLC | $30.294.546 | 105.792 | 0,51% | Ações |
| Allspring Global Investments Holdings, LLC | $30.105.577 | 113.666 | 0,51% | Ações |
| Hodges Capital Management Inc. | $27.618.563 | 96.447 | 0,47% | Ações |
| WINTON GROUP Ltd | $26.443.628 | 92.344 | 0,45% | Ações |
| TEMA ETFS LLC | $24.335.028 | 76.338 | 0,41% | Ações |
| Driehaus Capital Management LLC | $23.677.963 | 82.686 | 0,40% | Ações |
| ROYCE & ASSOCIATES LP | $22.549.991 | 78.747 | 0,38% | Ações |
| TUDOR INVESTMENT CORP ET AL | $22.168.273 | 77.414 | 0,38% | Ações |
| Venture Visionary Partners LLC | $22.120.467 | 77.247 | 0,38% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $21.528.259 | 75.179 | 0,37% | Ações |
| JENNISON ASSOCIATES LLC | $21.358.735 | 74.587 | 0,36% | Ações |
| Aperture Investors, LLC | $21.275.116 | 74.295 | 0,36% | Ações |
| LOOMIS SAYLES & CO L P | $21.129.645 | 73.787 | 0,36% | Ações |
| RAYMOND JAMES FINANCIAL INC | $20.146.952 | 70.355 | 0,34% | Ações |
| Stratos Wealth Partners, LTD. | $19.469.741 | 67.990 | 0,33% | Ações |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.274.350 | 63.816 | 0,31% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $18.042.398 | 63.006 | 0,31% | Ações |
| Swiss National Bank | $16.740.606 | 58.460 | 0,28% | Ações |
| Nicholas Investment Partners, LP | $16.736.024 | 58.444 | 0,28% | Ações |
| RHUMBLINE ADVISERS | $16.596.511 | 57.957 | 0,28% | Ações |
| Carnegie Investment Counsel | $14.848.478 | 51.852 | 0,25% | Ações |
| ALLIANCEBERNSTEIN L.P. | $14.650.282 | 27.076 | 0,25% | Ações |
| ASSETMARK, INC | $14.422.590 | 50.365 | 0,24% | Ações |
| Private Advisory Group LLC | $13.801.979 | 48.198 | 0,23% | Ações |
| DANSKE BANK A/S | $13.558.860 | 47.349 | 0,23% | Ações |
| Legal & General Group Plc | $13.252.741 | 46.280 | 0,22% | Ações |
| AMERICAN CENTURY COMPANIES INC | $12.428.883 | 43.403 | 0,21% | Ações |
| CONGRESS ASSET MANAGEMENT CO | $12.157.741 | 42.456 | 0,21% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.324.965 | 39.548 | 0,19% | Ações |
| GKV Capital Management Co., Inc. | $11.164.890 | 38.989 | 0,19% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $10.917.759 | 38.126 | 0,19% | Ações |
| BlackRock, Inc. | $10.717.023 | 37.425 | 0,18% | Ações |
| UBS Group AG | $10.650.874 | 37.194 | 0,18% | Ações |
| Quantum Private Wealth, LLC | $10.647.509 | 37.182 | 0,18% | Ações |
| D. E. Shaw & Co., Inc. | $10.165.780 | 35.500 | 0,17% | Opção de venda |
| MARSHALL WACE, LLP | $10.020.309 | 34.992 | 0,17% | Ações |
| ALGERT GLOBAL LLC | $9.961.892 | 34.788 | 0,17% | Ações |
| CI INVESTMENTS INC. | $9.729.940 | 33.978 | 0,17% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $9.525.765 | 33.265 | 0,16% | Ações |
| GREAT VALLEY ADVISOR GROUP, INC. | $9.450.438 | 33.000 | 0,16% | Ações |
| Pier Capital, LLC | $9.180.415 | 32.059 | 0,16% | Ações |
| NEUBERGER BERMAN GROUP LLC | $9.054.703 | 31.620 | 0,15% | Ações |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8.877.733 | 31.002 | 0,15% | Ações |
| Rockline Wealth Management, LLC | $8.859.650 | 30.939 | 0,15% | Ações |
| POLEN CAPITAL MANAGEMENT LLC | $8.356.271 | 29.181 | 0,14% | Ações |
| CHATHAM CAPITAL GROUP, INC. | $8.355.486 | 29.178 | 0,14% | Ações |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $8.209.368 | 28.668 | 0,14% | Ações |
| PRUDENTIAL FINANCIAL INC | $7.966.249 | 27.819 | 0,14% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.915.277 | 27.641 | 0,13% | Ações |
| CIBC WORLD MARKET INC. | $7.755.202 | 27.082 | 0,13% | Ações |
| NewEdge Advisors, LLC | $7.714.796 | 26.941 | 0,13% | Ações |
| Vest Financial, LLC | $7.543.009 | 26.341 | 0,13% | Ações |
| Abacus FCF Advisors LLC | $7.455.955 | 26.037 | 0,13% | Ações |
| Informed Momentum Co LLC | $7.282.135 | 25.430 | 0,12% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.280.130 | 25.423 | 0,12% | Ações |
| Liberty Capital Management, Inc. | $7.197.945 | 25.136 | 0,12% | Ações |
| FORA Capital, LLC | $6.930.661 | 24.206 | 0,12% | Ações |
Executivos da empresa 39 insiders · 18 diretores · 20 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Michael Allan Lucas | President & CEO | 1 de Outubro de 2015 A | 78.734 | 0 | 0 | $0 |
| Patrick L Mcdonald | President & CEO | 6 de Dezembro de 2010 A | 29.528 | 0 | 0 | $0 |
| Don R Madison | Executive Vice President, CFO | 19 de Dezembro de 2018 A | 85.821 | 0 | 0 | $0 |
| Neil Dial | COO | 1 de Outubro de 2014 F | 3.600 | 0 | 0 | $0 |
| Michael William Metcalf | Exec Vice President | 30 de Junho de 2026 S | 78.900 | 0 | 37 | $-3.820.817 |
| Peter G Hoglund | Vice Pres, Global Service | 26 de Junho de 2026 F | 5.394 | 0 | 0 | $0 |
| William Marshall Mauney Jr | Vice President, R&D | 11 de Maio de 2026 S | 10.853 | 0 | 8 | $-1.804.406 |
| Ping Ni | Corp Controller | 11 de Fevereiro de 2026 S | 2.023 | 0 | 1 | $-41.300 |
| David L Eckenrode | Assistant Secretary/Treasurer | 10 de Fevereiro de 2026 S | 443 | 0 | 1 | $-168.150 |
| John Birchall | Managing Director | 9 de Fevereiro de 2026 S | 6.567 | 0 | 2 | $-2.178.090 |
| Terry B Mckertcher | Vice President, Operations | 6 de Fevereiro de 2026 S | 4.433 | 0 | 6 | $-2.387.654 |
| Davide Tuninetti | CHIEF HUMAN RESOURCE OFFICER | 3 de Fevereiro de 2026 F | 1.070 | 0 | 0 | $0 |
| Frederick N Mudge | Vice President, Operations | 2 de Janeiro de 2026 F | 29.921 | 0 | 1 | $-1.776.000 |
| Robert B Callahan | Chief Human Resource Officer | 20 de Dezembro de 2024 F | 17.100 | 0 | 0 | $0 |
| Milburn E Honeycutt | Vice Pres, Corp Controller | 5 de Janeiro de 2024 F | 27.783 | 0 | 0 | $0 |
| Mark W Reid | Exec Vice President | 12 de Dezembro de 2006 A | 0 | 0 | 0 | $0 |
| Robert B Gregory | Corporate Controller | 18 de Março de 2005 M | 0 | 0 | 0 | $0 |
| M M Gus Zeller | Vice President | 10 de Setembro de 2004 M | 0 | 0 | 0 | $0 |
| Mohit Singh | Conselheiro | 28 de Maio de 2026 S | 2.730 | 0 | 1 | $-395.834 |
| Katheryn Baucom Curtis | Conselheiro | 18 de Fevereiro de 2026 A | 5.960 | 0 | 0 | $0 |
| Alaina K Brooks | Conselheiro | 18 de Fevereiro de 2026 A | 3.760 | 0 | 0 | $0 |
| John Stacey | Conselheiro | 18 de Fevereiro de 2026 A | 6.160 | 0 | 0 | $0 |
| James W Mcgill | Conselheiro | 18 de Fevereiro de 2026 A | 10.360 | 0 | 0 | $0 |
| Christopher E Cragg | Conselheiro | 26 de Agosto de 2025 G | 12.410 | 0 | 0 | $0 |
| Mark W. Smith | Conselheiro | 1 de Agosto de 2025 A | 230 | 0 | 0 | $0 |
| John David White | Conselheiro | 24 de Maio de 2023 S | 19.700 | 0 | 0 | $0 |
| Perry L Elders | Conselheiro | 16 de Fevereiro de 2022 A | 11.200 | 0 | 0 | $0 |
| Bonnie V Hancock | Conselheiro | 20 de Fevereiro de 2019 A | 1.000 | 0 | 0 | $0 |
| William N. Clelland | Conselheiro | 22 de Fevereiro de 2017 A | 32.000 | 0 | 0 | $0 |
| Scott E Rozzell | Conselheiro | 22 de Fevereiro de 2017 A | 13.500 | 0 | 0 | $0 |
| Stephen W Seale JR | Conselheiro | 22 de Fevereiro de 2017 A | 9.117 | 0 | 0 | $0 |
| Eugene L Butler | Conselheiro | 22 de Fevereiro de 2017 A | 24.000 | 0 | 0 | $0 |
| Joseph L Becherer | Conselheiro | 16 de Setembro de 2015 P | 23.191 | 0 | 0 | $0 |
| Robert C Tranchon | Conselheiro | 25 de Fevereiro de 2015 A | 12.600 | 0 | 0 | $0 |
| James F Clark | Conselheiro | 3 de Janeiro de 2013 S | 16.500 | 0 | 0 | $0 |
| Ronald J Wolny | Conselheiro | 15 de Junho de 2010 A | 26.150 | 0 | 0 | $0 |
| Thomas W Powell | Detentor de 10% | 25 de Junho de 2026 S | 564.736 | 0 | 13 | $-50.956.063 |
| Richard E Williams | — | 14 de Agosto de 2026 S | 37.380 | 0 | 4 | $-2.027.603 |
| Brett Alan Cope | — | 13 de Agosto de 2026 S | 512.733 | 0 | 7 | $-6.337.235 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 2 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 |
|---|---|---|---|---|---|
| Thomas W. Powell ×2 declarações | 10 de Outubro de 2024 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 2 de Julho de 2003 | — | Declaração inicial | Investimento passivo | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 99 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 |
|---|---|---|---|---|
| VOLT · Tema ETF Trust | 8,05% | 204.843 NS | 31 de Maio de 2026 | N-PORT |
| RSHO · Tema ETF Trust | 7,81% | 75.229 NS | 31 de Maio de 2026 | N-PORT |
| POW · Tidal Trust III | 6,24% | 14.833 NS | 31 de Maio de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 5,00% | 4.092 NS | 30 de Abril de 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,37% | 232.169 NS | 30 de Abril de 2026 | N-PORT |
| PRN · Invesco Exchange-Traded Fund Trust | 2,16% | 45.612 SH | 19 de Agosto de 2026 | Diário |
| ALIL · EA Series Trust | 1,87% | 1.683 NS | 29 de Maio de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1,78% | 16.567 SH | 19 de Agosto de 2026 | Diário |
| JSML · Janus Detroit Street Trust | 1,73% | 19.656 NS | 30 de Abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1,72% | 60.663 NS | 30 de Abril de 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 1,70% | 257.887 SH | 19 de Agosto de 2026 | Diário |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,56% | 24.346 SH | 19 de Agosto de 2026 | Diário |
| SDVD · First Trust Exchange-Traded Fund IV | 1,52% | 45.695 NS | 30 de Abril de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 1,45% | 9.677 SH | 19 de Agosto de 2026 | Diário |
| ABFL · Abacus FCF ETF Trust | 1,45% | 25.935 NS | 30 de Abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,27% | 7.208 NS | 30 de Abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 1,12% | 10.890 NS | 31 de Maio de 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,10% | 22.085 SH | 19 de Agosto de 2026 | Diário |
| HECO · SSGA Active Trust | 1,06% | 3.117 NS | 30 de Abril de 2026 | N-PORT |
| DECO · SSGA Active Trust | 1,05% | 598 NS | 30 de Abril de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 1,02% | 19.008 NS | 30 de Abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,94% | 8.493 NS | 31 de Maio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,89% | 33.826 SH | 19 de Agosto de 2026 | Diário |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,89% | 1.635 NS | 31 de Maio de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,76% | 2.247 NS | 31 de Maio de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,75% | 61.282 NS | 30 de Junho de 2026 | N-PORT |
| POWR · iShares, Inc. | 0,74% | 16.911 SH | 19 de Agosto de 2026 | Diário |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,66% | 2.287 NS | 31 de Maio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,58% | 534 NS | 30 de Abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,56% | 13.650 NS | 31 de Maio de 2026 | N-PORT |
| PAVE · Global X Funds | 0,56% | 268.116 NS | 31 de Maio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,44% | 99.338 SH | 19 de Agosto de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,42% | 20.178 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,41% | 1.866 NS | 30 de Abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,41% | 10.731 NS | 30 de Abril de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,39% | 4.924 SH | 19 de Agosto de 2026 | Diário |
| BFOR · ALPS ETF Trust | 0,39% | 2.937 NS | 31 de Maio de 2026 | N-PORT |
| SAA · ProShares Trust | 0,36% | 339 NS | 31 de Maio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,36% | 1.035 NS | 30 de Abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,31% | 6.963 SH | 19 de Agosto de 2026 | Diário |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,30% | 5.227 NS | 30 de Abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,24% | 12.450 NS | 30 de Abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,23% | 386.006 SH | 19 de Agosto de 2026 | Diário |
| EBIT · Harbor ETF Trust | 0,21% | 87 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 106.518 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,20% | 1.348 NS | 31 de Maio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,19% | 9.351 SH | 19 de Agosto de 2026 | Diário |
| MADE · iShares Trust | 0,19% | 576 SH | 19 de Agosto de 2026 | Diário |
| FSMD · FIDELITY COVINGTON TRUST | 0,19% | 15.796 NS | 30 de Abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,17% | 136.568 NS | 31 de Maio de 2026 | N-PORT |