SBAC SBA Communications Corporation - Class A Common Stock
Sobre SBA Communications Corporation - Class A Common Stock Visão geral da empresa da Wikipedia
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
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SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
## Operations
The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.
SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
SBAC Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
SBAC 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 |
|---|---|
| 22 de Maio de 2026 | $1,2500 |
| 13 de Março de 2026 | $1,2500 |
| 13 de Novembro de 2025 | $1,1100 |
| 21 de Agosto de 2025 | $1,1100 |
| 22 de Maio de 2025 | $1,1100 |
| 13 de Março de 2025 | $1,1100 |
| 14 de Novembro de 2024 | $0,9800 |
| 22 de Agosto de 2024 | $0,9800 |
| 22 de Maio de 2024 | $0,9800 |
| 13 de Março de 2024 | $0,9800 |
| 15 de Novembro de 2023 | $0,8500 |
| 23 de Agosto de 2023 | $0,8500 |
| 25 de Maio de 2023 | $0,8500 |
| 9 de Março de 2023 | $0,8500 |
| 16 de Novembro de 2022 | $0,7100 |
| 24 de Agosto de 2022 | $0,7100 |
| 18 de Maio de 2022 | $0,7100 |
| 9 de Março de 2022 | $0,7100 |
| 17 de Novembro de 2021 | $0,5800 |
| 25 de Agosto de 2021 | $0,5800 |
SBAC Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 4 14,8%
- Compra 13 48,1%
- Manter 10 37,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
20 analistas · 2026-08-18Histórico 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 | $1.87 | $1.92 | -0.05% |
| 31 de Março de 2026 | $1.74 | $1.81 | -0.07% |
| 31 de Dezembro de 2025 | $3.47 | $3.87 | -0.40% |
| 30 de Setembro de 2025 | $2.20 | $2.24 | -0.04% |
| 30 de Junho de 2025 | $2.09 | $2.16 | -0.07% |
| 31 de Março de 2025 | $1.77 | $2.27 | -0.50% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| SBAC | $20.44B | 19.7 | 5.1% | 37.4% | -21.5% | 75.5% |
| AMT | $81.87B | 32.5 | 5.1% | 24.7% | 74.7% | — |
| CCI | $38.66B | 88.0 | -4.4% | 10.4% | -29.4% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Cost of Revenue | $199M | $119M | $140M | $223M | $159M | $103M | $119M | $96M | $87M | $421M | $444M | $428M | |
| Gross Profit | $2.12B | $2.10B | $2.10B | $1.96B | $1.76B | $1.61B | $1.52B | $1.40B | $1.28B | $1.21B | $1.19B | $1.10B | |
| SG&A Expense | $278M | $259M | $268M | $262M | $220M | $194M | $193M | $143M | $131M | $143M | $115M | $103M | |
| Operating Expenses | $1.47B | $1.24B | $1.79B | $1.71B | $1.53B | $1.45B | $1.43B | $1.32B | $1.27B | $1.25B | $1.33B | $1.19B | |
| Operating Income | $1.34B | $1.44B | $924M | $925M | $782M | $634M | $583M | $544M | $459M | $387M | $312M | $337M | |
| Interest Income | $32M | $42M | $18M | $10M | $3M | $3M | $6M | $7M | $11M | $11M | $4M | $677.0K | |
| Other Non-op | $366M | $-250M | $63M | $10M | $-74M | $-222M | $14M | $-86M | $-2M | $94M | $-139M | $11M | |
| Pretax Income | $1.24B | $773M | $549M | $526M | $253M | $-18M | $187M | $52M | $117M | $87M | $-167M | $-16M | |
| Income Tax | $188M | $24M | $51M | $66M | $15M | $-42M | $40M | $4M | $13M | $11M | $9M | $9M | |
| Net Income | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| EPS (Basic) | $9.83 | $6.96 | $4.64 | $4.27 | $2.17 | $0.22 | $1.30 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| EPS (Diluted) | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 | $0.21 | $1.28 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| Shares (Basic) | 107,207,000 | 107,644,000 | 108,204,000 | 107,957,000 | 109,328,000 | 111,532,000 | 112,809,000 | 114,909,000 | 119,860,000 | 124,448,000 | 127,794,000 | 128,919,000 | |
| Shares (Diluted) | 107,533,000 | 108,080,000 | 108,907,000 | 109,386,000 | 111,177,000 | 113,465,000 | 114,693,000 | 116,515,000 | 121,022,000 | 125,144,000 | 127,794,000 | 128,919,000 | |
| EBITDA | $1.64B | $1.71B | $1.64B | $1.63B | $1.48B | $1.36B | $1.28B | $1.22B | $1.10B | $1.03B | $972M | $964M |
Balanço Patrimonial 27
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $265M | $190M | $209M | $144M | $367M | $309M | $108M | $143M | $69M | $146M | $118M | $39M | |
| Short-term Investments | $7M | $255M | $1M | $1M | $778.0K | $700.0K | $500.0K | · | · | $223.0K | $706.0K | $6M | |
| Receivables | $171M | $146M | $183M | $184M | $102M | $74M | $132M | $111M | $91M | $78M | $83M | $104M | |
| Prepaid Expense | $142M | $417M | $39M | $33M | $31M | $24M | $37M | $63M | $50M | $52M | $50M | $95M | |
| Other Current Assets | $35M | $23M | $17M | $13M | $16M | $13M | $28M | $15M | $16M | $18M | · | · | |
| Current Assets | $773M | $1.98B | $484M | $483M | $614M | $473M | $334M | $374M | $260M | $325M | $294M | $327M | |
| PP&E (Net) | $3.40B | $2.79B | $2.71B | $2.71B | $2.58B | $2.68B | $2.79B | $2.79B | $2.81B | $2.79B | $2.78B | $2.76B | |
| PP&E (Gross) | $7.76B | $7.07B | $6.96B | $6.69B | $6.28B | $6.12B | $5.99B | $5.71B | $5.49B | $5.23B | $4.98B | $4.71B | |
| Accum. Depreciation | $4.36B | $4.28B | $4.25B | $3.97B | $3.70B | $3.45B | $3.19B | $2.92B | $2.68B | $2.44B | $2.19B | $1.95B | |
| Intangibles | $2.88B | $2.39B | $2.46B | $2.78B | $2.80B | $3.16B | $3.63B | $3.33B | $3.60B | $3.66B | $3.74B | $4.19B | |
| Other Non-current Assets | $652M | $657M | $812M | $722M | $576M | $478M | $432M | $722M | $650M | $587M | $501M | $467M | |
| Total Assets | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Accounts Payable | $73M | $60M | $42M | $51M | $34M | $110M | $32M | $34M | $33M | $28M | $27M | $43M | |
| Accrued Liabilities | $94M | $82M | $93M | $101M | $68M | $63M | $68M | $64M | $70M | $61M | $64M | $66M | |
| Current Liabilities | $2.68B | $1.80B | $1.36B | $697M | $616M | $615M | $1.05B | $1.21B | $279M | $873M | $273M | $331M | |
| Capital Leases | $2.11B | $1.90B | $1.86B | $2.04B | $1.98B | $2.09B | $2.28B | $811.0K | $850.0K | $2M | $2M | $1M | |
| Deferred Tax | · | · | · | · | · | · | · | $33M | $29M | $27M | $25M | $77M | |
| Other Non-current Liabilities | $588M | $368M | $404M | $248M | $191M | $186M | $271M | $387M | $350M | $335M | $314M | $343M | |
| Long-term Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.45B | $7.86B | |
| Total Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.54B | $7.86B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $3.06B | $2.98B | $2.89B | $2.80B | $2.68B | $2.59B | $2.46B | $2.27B | $2.17B | $2.01B | $1.96B | $2.06B | |
| Retained Earnings | $-7.25B | $-7.33B | $-7.45B | $-7.48B | $-7.20B | $-6.60B | $-5.56B | $-5.14B | $-4.39B | $-3.64B | $-3.17B | $-2.54B | |
| AOCI | $-664M | $-760M | $-615M | $-591M | $-762M | $-808M | $-569M | $-512M | $-379M | $-370M | $-502M | $-182M | |
| Stockholders' Equity | $-4.85B | $-5.11B | $-5.17B | $-5.28B | $-5.28B | $-4.82B | $-3.67B | $-3.38B | $-2.60B | $-2.00B | $-1.71B | $-661M | |
| Liabilities + Equity | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Shares Outstanding | 105,666,000 | 107,561,000 | 108,050,000 | 107,997,000 | 108,956,000 | 109,819,000 | 111,775,000 | 112,433,000 | 116,446,000 | 121,004,000 | 125,743,000 | 129,134,000 |
Fluxo de Caixa 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $292M | $270M | $716M | $708M | $700M | $722M | $697M | $672M | $643M | $638M | $660M | $627M | |
| Stock-based Comp | $76M | $74M | $88M | $100M | $84M | $69M | $73M | $42M | $38M | $33M | $29M | $23M | |
| Deferred Tax | $104M | $-13M | $5M | $33M | $-9M | $-63M | $16M | $-15M | · | $1M | $-5.0K | $530.0K | |
| Amort. of Intangibles | $115M | $107M | $397M | $406M | $412M | $434M | $415M | $403M | $384M | $370M | $363M | $338M | |
| Other Non-cash | $-235M | $255M | $234M | $-16M | $176M | $374M | $53M | $89M | $33M | $-6M | $224M | $46M | |
| Operating Cash Flow | $1.29B | $1.33B | $1.54B | $1.29B | $1.19B | $1.13B | $970M | $851M | $818M | $743M | $723M | $674M | |
| CapEx | $225M | $228M | $237M | $214M | $134M | $129M | $154M | $150M | $147M | $140M | $209M | $211M | |
| Investing Cash Flow | $-602M | $-809M | $-468M | $-1.39B | $-1.42B | $-446M | $-947M | $-618M | $-605M | $-428M | $-737M | · | |
| Stock Repurchased | $498M | $200M | $100M | $432M | $583M | $859M | $467M | $796M | $855M | $546M | $450M | · | |
| Net Stock Activity | $-498M | $-200M | $-100M | $-432M | $-583M | $-859M | $-467M | $-796M | $-855M | $-546M | $-450M | · | |
| Dividends Paid | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · | |
| Financing Cash Flow | $-1.66B | $646M | $-1.02B | $-135M | $339M | $-469M | $-62M | $-149M | $-295M | $-289M | $76M | · | |
| Net Change in Cash | $-964M | $1.15B | $62M | $-246M | $93M | $202M | $-37M | $74M | $-82M | $39M | $49M | $-81M | |
| Free Cash Flow | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B | $997M | $816M | $701M | $671M | $603M | $528M | $460M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% | 77.1% | 75.5% | 74.9% | 74.2% | 74.2% | 72.9% | 71.9% | |
| Operating Margin | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% | 30.4% | 29.0% | 29.2% | 26.5% | 23.7% | 19.1% | 22.0% | |
| Net Margin | 37.4% | 28.0% | 18.5% | 17.5% | 10.3% | 1.2% | 7.3% | 2.5% | 6.0% | 4.7% | -10.7% | -1.6% | |
| Pretax Margin | 44.1% | 28.8% | 20.2% | 20.0% | 10.9% | -0.85% | 9.3% | 2.8% | 6.8% | 5.3% | -10.2% | -1.0% | |
| EBITDA Margin | 58.1% | 63.6% | 60.5% | 62.0% | 64.2% | 65.1% | 63.6% | 65.2% | 63.8% | 62.8% | 59.4% | 63.1% | |
| ROA | 9.2% | 6.9% | 4.8% | 4.5% | 2.5% | 0.25% | 1.7% | 0.65% | 1.4% | 1.0% | -2.3% | -0.33% | |
| ROE | -21.5% | -14.6% | -9.7% | -8.7% | -4.6% | -0.52% | -4.1% | -1.5% | -4.5% | -4.1% | 14.8% | 16.0% | |
| ROIC | 14.2% | 16.4% | 11.7% | 10.7% | 10.5% | -13.7% | 6.9% | 7.6% | 6.1% | 5.0% | 4.8% | 7.2% |
Liquidez e Solvência 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 | 0.8 | 0.3 | 0.3 | 0.9 | 0.4 | 1.1 | 1.0 | |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 | 0.6 | 0.2 | 0.2 | 0.6 | 0.3 | 0.7 | 0.5 | |
| Debt / Equity | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 | -2.3 | -2.8 | -2.9 | -3.6 | -4.4 | -5.0 | -11.9 | |
| LT Debt / Equity | -2.3 | -2.4 | -2.3 | -2.4 | -2.3 | -2.3 | -2.7 | -2.7 | -3.6 | -4.1 | -5.0 | -11.8 |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 17.8 | 16.3 | 14.8 | 18.4 | 26.2 | 20.2 | 16.6 | 18.5 | 20.4 | 20.2 | 17.5 | 17.4 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -1.2% | 3.0% | 14.1% | 10.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.2% | 5.1% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 41.2% | 50.5% | 9.2% | 97.2% | 919.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 32.4% | 48.0% | 180.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 115.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.6% | 49.4% | 8.8% | 94.2% | 885.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 31.7% | 46.7% | 175.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 112.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Net Income TTM | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| Market Cap | $20.44B | $21.92B | $27.41B | $30.27B | $42.39B | $30.98B | $26.94B | $18.20B | $19.02B | $12.49B | $13.21B | · | |
| Enterprise Value | $33.07B | $35.07B | $39.53B | $43.00B | $54.32B | $41.77B | $37.16B | $28.00B | $28.26B | $21.12B | $21.64B | · | |
| P/E | 19.7 | 29.4 | 55.0 | 66.4 | 181.8 | 1343.5 | 188.3 | 394.9 | 190.0 | 169.3 | -76.7 | -582.9 | |
| P/S | 7.3 | 8.2 | 10.1 | 11.5 | 18.4 | 14.9 | 13.4 | 9.8 | 11.0 | 7.7 | 8.1 | · | |
| P/B | -4.2 | -4.3 | -5.3 | -5.7 | -8.0 | -6.4 | -7.3 | -5.4 | -7.3 | -6.3 | -7.7 | · | |
| P / Cash Flow | 15.8 | 16.4 | 17.7 | 23.5 | 35.6 | 27.5 | 27.8 | 21.4 | 23.2 | 16.8 | 17.9 | · | |
| P / FCF | 19.2 | 19.8 | 21.0 | 28.3 | 40.1 | 31.1 | 33.0 | 26.0 | 28.3 | 20.7 | 25.0 | · | |
| EV / EBITDA | 20.2 | 20.6 | 24.1 | 26.3 | 36.6 | 30.8 | 29.0 | 23.0 | 25.7 | 20.6 | 22.2 | · | |
| EV / FCF | 31.0 | 31.7 | 30.2 | 40.1 | 51.4 | 41.9 | 45.6 | 39.9 | 42.1 | 35.1 | 40.9 | · | |
| EV / Revenue | 11.7 | 13.1 | 14.6 | 16.3 | 23.5 | 20.1 | 18.4 | 15.0 | 16.4 | 12.9 | 13.2 | · | |
| Dividend Yield | 2.3% | 1.9% | 1.4% | 1.0% | 0.60% | 0.67% | 0.31% | · | · | · | · | · | |
| Earnings Yield | 5.1% | 3.4% | 1.8% | 1.5% | 0.55% | 0.07% | 0.53% | 0.25% | 0.53% | 0.59% | -1.3% | -0.17% | |
| Payout Ratio | 45.5% | 56.6% | 73.7% | 66.5% | 106.7% | 861.6% | 56.7% | · | · | · | · | · | |
| Annual Payout | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · |
Demonstração de Resultados 16
| 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 | $715M | $703M | $720M | $732M | $699M | $664M | $694M | $668M | $660M | $658M | $675M | $683M | $678M | $676M | $686M | $676M | |
| Cost of Revenue | $42M | $39M | $45M | $63M | $54M | $38M | $36M | $32M | $27M | $23M | $25M | $31M | $39M | $44M | $57M | $66M | |
| Gross Profit | $539M | $532M | $544M | $543M | $527M | $511M | $542M | $517M | $519M | $520M | $531M | $533M | $524M | $511M | $514M | $498M | |
| SG&A Expense | $78M | $71M | $74M | $66M | $71M | $66M | $68M | $60M | $62M | $69M | $68M | $65M | $63M | $72M | $71M | $66M | |
| Operating Expenses | $363M | $361M | $421M | $358M | $364M | $329M | $311M | $292M | $306M | $335M | $465M | $434M | $437M | $451M | $451M | $433M | |
| Operating Income | $352M | $343M | $299M | $374M | $335M | $335M | $382M | $376M | $354M | $323M | $210M | $249M | $241M | $224M | $235M | $243M | |
| Interest Income | $6M | $5M | $7M | $6M | $8M | $11M | $21M | $7M | $7M | $7M | $6M | $5M | $5M | $3M | $3M | $3M | |
| Other Non-op | $10M | $23M | $254M | $36M | $44M | $32M | $-125M | $24M | $-105M | $-45M | $33M | $-48M | $41M | $38M | $8M | $-40M | |
| Pretax Income | $232M | $236M | $432M | $289M | $261M | $260M | $156M | $298M | $147M | $171M | $138M | $93M | $173M | $144M | $129M | $103M | |
| Income Tax | $36M | $51M | $62M | $49M | $35M | $42M | $-23M | $42M | $-12M | $17M | $29M | $8M | $-29M | $44M | $26M | $3M | |
| Net Income | $199M | $185M | $370M | $237M | $226M | $221M | $174M | $259M | $163M | $155M | $110M | $87M | $204M | $101M | $103M | $100M | |
| EPS (Basic) | $1.87 | $1.75 | $3.48 | $2.21 | $2.10 | $2.05 | $1.61 | $2.41 | $1.52 | $1.43 | $1.01 | $0.81 | $1.88 | $0.94 | $0.95 | $0.93 | |
| EPS (Diluted) | $1.87 | $1.74 | $3.47 | $2.20 | $2.09 | $2.04 | $1.61 | $2.40 | $1.51 | $1.42 | $1.01 | $0.80 | $1.87 | $0.93 | $0.95 | $0.91 | |
| Shares (Basic) | 106,073,000 | 105,815,000 | -215,325,000 | 107,257,000 | 107,531,000 | 107,744,000 | -215,406,000 | 107,486,000 | 107,462,000 | 108,102,000 | -216,656,000 | 108,373,000 | 108,355,000 | 108,132,000 | -215,895,000 | 107,916,000 | |
| Shares (Diluted) | 106,264,000 | 106,111,000 | -215,963,000 | 107,559,000 | 107,797,000 | 108,140,000 | -216,137,000 | 107,922,000 | 107,679,000 | 108,616,000 | -218,139,000 | 108,891,000 | 108,884,000 | 109,271,000 | -218,863,000 | 109,358,000 | |
| EBITDA | $433M | $424M | · | $451M | $405M | $400M | · | $439M | $419M | $400M | · | $429M | $423M | $407M | · | $417M |
Balanço Patrimonial 26
| 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 | $327M | $269M | $265M | $430M | $275M | $636M | $190M | $186M | $221M | $240M | $209M | $191M | $179M | $153M | $144M | $201M | |
| Short-term Investments | $29M | $112M | $7M | $800.0K | $2M | $66M | $255M | $16M | $30M | $2M | · | $1M | $22M | $2M | · | $21M | |
| Receivables | $176M | $161M | $171M | $158M | $140M | $130M | $146M | $111M | $89M | $127M | · | $158M | $160M | $183M | · | $117M | |
| Prepaid Expense | $188M | $255M | $142M | $144M | $41M | $117M | $417M | $67M | $73M | $44M | · | $46M | $65M | $40M | · | $55M | |
| Other Current Assets | $48M | $38M | $35M | $18M | $21M | $25M | $23M | $21M | $18M | $23M | · | $21M | $24M | $24M | · | $22M | |
| Current Assets | $745M | $767M | $773M | $813M | $524M | $933M | $1.98B | $450M | $460M | $448M | · | $460M | $519M | $472M | · | $530M | |
| PP&E (Net) | $3.45B | $3.42B | $3.40B | $3.30B | $3.26B | $2.82B | $2.79B | $2.78B | $2.72B | $2.71B | · | $2.70B | $2.71B | $2.71B | · | $2.66B | |
| PP&E (Gross) | $7.88B | $7.81B | $7.76B | $7.63B | $7.60B | $7.13B | $7.07B | $7.07B | $6.98B | $6.97B | · | $6.88B | $6.83B | $6.75B | · | $6.56B | |
| Accum. Depreciation | $4.43B | $4.39B | $4.36B | $4.33B | $4.34B | $4.31B | $4.28B | $4.28B | $4.26B | $4.26B | · | $4.18B | $4.12B | $4.04B | · | $3.90B | |
| Intangibles | $2.87B | $2.88B | $2.88B | $2.73B | $2.58B | $2.40B | $2.39B | $2.49B | $2.31B | $2.40B | · | $2.52B | $2.63B | $2.69B | · | $2.70B | |
| Other Non-current Assets | $653M | $646M | $652M | $642M | $642M | $618M | $657M | $773M | $786M | $807M | · | $845M | $855M | $771M | · | $744M | |
| Total Assets | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Accounts Payable | $70M | $64M | $73M | $220M | $61M | $65M | $60M | $54M | $51M | $46M | · | $47M | $47M | $54M | · | $51M | |
| Accrued Liabilities | $89M | $85M | $94M | $98M | $86M | $75M | $82M | $89M | $76M | $77M | · | $93M | $84M | $93M | · | $96M | |
| Current Liabilities | $4.34B | $3.35B | $2.68B | $1.61B | $1.43B | $1.34B | $1.80B | $668M | $2.46B | $2.41B | · | $663M | $738M | $639M | · | $1.34B | |
| Capital Leases | · | · | $2.11B | · | · | · | $1.90B | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $627M | $613M | $588M | $554M | $466M | $406M | $368M | $432M | $374M | $411M | · | $332M | $331M | $303M | · | $221M | |
| Long-term Debt | $12.73B | $12.96B | $12.90B | $12.71B | $12.51B | $12.43B | $13.59B | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Total Debt | $12.73B | $12.96B | · | $12.71B | $12.51B | $12.43B | · | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.11B | $3.08B | $3.06B | $3.04B | $3.02B | $2.99B | $2.98B | $2.94B | $2.93B | $2.92B | · | $2.85B | $2.82B | $2.80B | · | $2.76B | |
| Retained Earnings | $-7.14B | $-7.20B | $-7.25B | $-7.28B | $-7.25B | $-7.23B | $-7.33B | $-7.39B | $-7.55B | $-7.51B | · | $-7.42B | $-7.36B | $-7.47B | · | $-7.51B | |
| AOCI | $-608M | $-637M | $-664M | $-688M | $-712M | $-737M | $-760M | $-724M | $-702M | $-630M | · | $-594M | $-556M | $-596M | · | $-614M | |
| Stockholders' Equity | $-4.63B | $-4.75B | $-4.85B | $-4.93B | $-4.94B | $-4.97B | $-5.11B | $-5.17B | $-5.32B | $-5.22B | $-5.17B | $-5.17B | $-5.09B | $-5.27B | $-5.28B | $-5.36B | |
| Liabilities + Equity | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Shares Outstanding | 106,088,000 | 106,063,000 | 105,666,000 | 106,773,000 | 107,487,000 | 108,028,000 | 107,561,000 | 107,506,000 | 107,471,000 | 107,880,000 | · | 108,120,000 | 108,381,000 | 108,326,000 | · | 107,964,000 |
Fluxo de Caixa 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $81M | $81M | $80M | $77M | $70M | $65M | $65M | $64M | $64M | $77M | $171M | $181M | $182M | $182M | $183M | $174M | |
| Stock-based Comp | $27M | $19M | $19M | $19M | $22M | $16M | $18M | $16M | $19M | $21M | $22M | $21M | $18M | $26M | $26M | $25M | |
| Deferred Tax | $11M | $25M | $10M | $33M | $26M | $36M | $-30M | $30M | $-21M | $8M | $6M | $-1M | $-37M | $36M | $17M | $-7M | |
| Amort. of Intangibles | $35M | $34M | $32M | $30M | $27M | $27M | $27M | $26M | $26M | $27M | $94M | $100M | $101M | $102M | $103M | $100M | |
| Other Non-cash | · | $-55M | · | · | · | $-36M | · | · | · | $33M | · | · | · | $-35M | · | · | |
| Operating Cash Flow | $407M | $255M | $304M | $318M | $368M | $301M | $310M | $305M | $426M | $294M | $433M | $314M | $487M | $311M | $289M | $332M | |
| CapEx | $62M | $48M | $63M | $60M | $56M | $46M | $56M | $65M | $50M | $58M | $63M | $61M | $63M | $49M | $66M | $57M | |
| Investing Cash Flow | $-14M | $-297M | $-181M | $-78M | $-581M | $238M | $-329M | $-274M | $-121M | $-85M | $-106M | $-104M | $-112M | $-147M | $-802M | $-106M | |
| Stock Repurchased | · | · | $216M | $151M | · | · | $0 | $0 | $94M | $106M | $46M | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-106M | · | · | · | · | · | · | |
| Dividends Paid | $133M | $135M | $118M | $119M | $119M | $122M | $105M | $105M | $105M | $108M | $92M | $92M | $92M | $94M | $77M | $77M | |
| Financing Cash Flow | $-367M | $-70M | $-143M | $-80M | $-158M | $-1.28B | $1.18B | $-66M | $-277M | $-191M | $-312M | $-231M | $-314M | $-161M | $431M | $-190M | |
| Net Change in Cash | $28M | $-105M | $-28M | $165M | $-364M | $-737M | $1.15B | $-32M | $19M | $13M | $19M | $-23M | $62M | $4M | $-91M | $29M | |
| Free Cash Flow | · | $207M | · | · | · | $255M | · | · | · | $237M | · | · | · | $262M | · | · |
Lucratividade 8
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.4% | 75.6% | · | 74.1% | 75.4% | 76.9% | · | 77.5% | 78.6% | 79.0% | · | 78.1% | 77.3% | 75.7% | · | 73.7% | |
| Operating Margin | 49.2% | 48.7% | · | 51.1% | 47.9% | 50.4% | · | 56.3% | 53.7% | 49.1% | · | 36.4% | 35.5% | 33.2% | · | 36.0% | |
| Net Margin | 27.8% | 26.3% | · | 32.3% | 32.3% | 33.2% | · | 38.7% | 24.6% | 23.5% | · | 12.8% | 30.0% | 15.0% | · | 14.8% | |
| Pretax Margin | 32.5% | 33.6% | · | 39.5% | 37.3% | 39.1% | · | 44.7% | 22.3% | 26.1% | · | 13.7% | 25.5% | 21.3% | · | 15.2% | |
| EBITDA Margin | 60.6% | 60.3% | · | 61.6% | 57.9% | 60.2% | · | 65.8% | 63.4% | 60.8% | · | 62.9% | 62.4% | 60.2% | · | 61.7% | |
| ROA | 1.8% | 1.7% | · | 2.2% | 2.2% | 2.2% | · | 2.5% | 1.6% | 1.5% | · | 0.86% | 2.0% | 0.98% | · | 1.0% | |
| ROE | -4.2% | -3.8% | · | -4.7% | -4.4% | -4.3% | · | -5.0% | -3.1% | -2.9% | · | -1.7% | -3.9% | -1.9% | · | -1.9% | |
| ROIC | 3.7% | 3.3% | · | 4.0% | 3.8% | 3.8% | · | 4.5% | 5.5% | 4.1% | · | 3.1% | 3.8% | 2.1% | · | 3.4% |
Liquidez e Solvência 4
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.2 | 0.2 | · | 0.5 | 0.4 | 0.7 | · | 0.7 | 0.2 | 0.2 | · | 0.7 | 0.7 | 0.7 | · | 0.4 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.4 | 0.3 | 0.6 | · | 0.5 | 0.1 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| Debt / Equity | -2.7 | -2.7 | · | -2.6 | -2.5 | -2.5 | · | -2.4 | -2.3 | -2.4 | · | -2.4 | -2.5 | -2.4 | · | -2.3 | |
| LT Debt / Equity | -2.0 | -2.2 | · | -2.4 | -2.4 | -2.3 | · | -2.4 | -2.0 | -2.0 | · | -2.4 | -2.5 | -2.4 | · | -2.2 |
Eficiência 2
| 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 | |
| Receivables Turnover | 4.5 | 4.8 | · | 5.4 | 6.1 | 5.2 | · | 5.0 | 5.3 | 4.2 | · | 5.0 | 4.9 | 4.4 | · | 7.0 |
Avaliação (TTM) 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.87B | $2.85B | · | $2.79B | $2.72B | $2.69B | · | $2.66B | $2.68B | $2.69B | · | $2.72B | $2.72B | $2.69B | · | $2.54B | |
| Net Income TTM | $991M | $1.02B | · | $857M | $879M | $816M | · | $685M | $514M | $555M | · | $496M | $508M | $374M | · | $407M | |
| Market Cap | $18.72B | $18.25B | · | $20.64B | $25.24B | $23.77B | · | $25.88B | $21.10B | $23.38B | · | $21.64B | $25.12B | $28.28B | · | $30.73B | |
| Enterprise Value | $31.09B | $30.83B | · | $32.92B | $37.48B | $35.49B | · | $37.99B | $33.13B | $35.49B | · | $33.97B | $37.51B | $40.95B | · | $42.87B | |
| P/E | 19.0 | 18.1 | · | 24.4 | 28.9 | 29.1 | · | 38.0 | 41.4 | 42.5 | · | 44.1 | 49.8 | 76.3 | · | 76.7 | |
| P/S | 6.5 | 6.4 | · | 7.4 | 9.3 | 8.8 | · | 9.7 | 7.9 | 8.7 | · | 7.9 | 9.2 | 10.5 | · | 12.1 | |
| P/B | -4.0 | -3.8 | · | -4.2 | -5.1 | -4.8 | · | -5.0 | -4.0 | -4.5 | · | -4.2 | -4.9 | -5.4 | · | -5.7 | |
| P / Cash Flow | · | 71.6 | · | · | · | 78.9 | · | · | · | 79.4 | · | · | · | 90.9 | · | · | |
| P / FCF | · | 88.3 | · | · | · | 93.2 | · | · | · | 98.8 | · | · | · | 107.9 | · | · | |
| EV / EBITDA | 71.8 | 72.7 | · | 73.0 | 92.6 | 88.7 | · | 86.5 | 79.1 | 88.7 | · | 79.1 | 88.7 | 100.7 | · | 102.8 | |
| EV / FCF | · | 149.2 | · | · | · | 139.2 | · | · | · | 150.0 | · | · | · | 156.3 | · | · | |
| EV / Revenue | 10.8 | 10.8 | · | 11.8 | 13.8 | 13.2 | · | 14.3 | 12.4 | 13.2 | · | 12.5 | 13.8 | 15.2 | · | 16.9 | |
| Earnings Yield | 5.3% | 5.5% | · | 4.1% | 3.5% | 3.4% | · | 2.6% | 2.4% | 2.4% | · | 2.3% | 2.0% | 1.3% | · | 1.3% | |
| Payout Ratio | · | 73.2% | · | · | · | 55.4% | · | · | · | 70.0% | · | · | · | 92.8% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B |
| Margem Bruta % | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% |
| Margem Operacional % | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% |
| Lucro líquido | $1.05B | $750M | $502M | $461M | $238M |
| EPS Diluído | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 |
| Índice de liquidez corrente | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 |
| Índice de Liquidez Seca | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B |
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) 744 declarantes · $12.5B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 99 (-4 vs trimestre anterior) | 65 (-30 vs trimestre anterior) | 242 (+30 vs trimestre anterior) | 221 (-24 vs trimestre anterior) | +19.7M |
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 |
|---|---|---|---|---|
| Dodge & Cox | $2.174.561.401 | 12.323.254 | 17,40% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.732.318.231 | 9.817.059 | 13,86% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.224.098.079 | 6.936.972 | 9,80% | Ações |
| STATE STREET CORP | $903.345.325 | 5.119.264 | 7,23% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $495.816.641 | 2.821.070 | 3,97% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $301.789.833 | 1.710.245 | 2,42% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $276.754.041 | 1.568.367 | 2,21% | Ações |
| NORGES BANK | $261.810.879 | 1.483.684 | 2,10% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $261.561.482 | 1.482.271 | 2,09% | Ações |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $228.366.591 | 1.294.155 | 1,83% | Ações |
| CITADEL ADVISORS LLC | $213.326.729 | 1.208.924 | 1,71% | Ações |
| Alyeska Investment Group, L.P. | $175.058.378 | 992.057 | 1,40% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $160.195.329 | 907.828 | 1,28% | Ações |
| Long Pond Capital, LP | $158.587.249 | 898.715 | 1,27% | Ações |
| FMR LLC | $154.090.918 | 873.234 | 1,23% | Ações |
| EARNEST PARTNERS LLC | $135.516.516 | 767.973 | 1,08% | Ações |
| MILLENNIUM MANAGEMENT LLC | $123.469.238 | 699.701 | 0,99% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $111.874.471 | 636.917 | 0,90% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $105.071.695 | 595.442 | 0,84% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101.896.827 | 577.450 | 0,82% | Ações |
| Permit Capital, LLC | $101.519.556 | 575.312 | 0,81% | Ações |
| ATLAS Infrastructure Partners (UK) Ltd. | $93.951.186 | 532.422 | 0,75% | Ações |
| Long Pond Capital, LP | $86.465.400 | 490.000 | 0,69% | Opção de compra |
| RUSH ISLAND MANAGEMENT, LP | $80.516.933 | 456.290 | 0,64% | Ações |
| Woodline Partners LP | $65.648.767 | 372.032 | 0,53% | Ações |
| GRS Advisors, LLC | $65.090.624 | 368.869 | 0,52% | Ações |
| Quantinno Capital Management LP | $61.494.759 | 348.491 | 0,49% | Ações |
| CI INVESTMENTS INC. | $61.196.504 | 346.801 | 0,49% | Ações |
| GOLDMAN SACHS GROUP INC | $60.418.201 | 342.390 | 0,48% | Ações |
| REAVES W H & CO INC | $56.901.997 | 322.464 | 0,46% | Ações |
| Legal & General Group Plc | $53.149.928 | 301.201 | 0,43% | Ações |
| Swiss National Bank | $52.638.018 | 298.300 | 0,42% | Ações |
| AMERIPRISE FINANCIAL INC | $49.917.991 | 282.872 | 0,40% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $46.870.070 | 265.613 | 0,38% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46.487.152 | 263.443 | 0,37% | Ações |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $44.821.016 | 254.001 | 0,36% | Ações |
| BANK OF AMERICA CORP /DE/ | $41.023.597 | 232.481 | 0,33% | Ações |
| RHUMBLINE ADVISERS | $40.909.847 | 231.837 | 0,33% | Ações |
| Vanguard Global Advisers, LLC | $40.318.287 | 228.484 | 0,32% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.248.413 | 205.420 | 0,29% | Ações |
| Jain Global LLC | $34.752.385 | 196.942 | 0,28% | Ações |
| NEUBERGER BERMAN GROUP LLC | $34.645.152 | 196.334 | 0,28% | Ações |
| Sumitomo Mitsui Trust Group, Inc. | $33.873.085 | 191.959 | 0,27% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $33.815.206 | 191.631 | 0,27% | Ações |
| VANGUARD GROUP INC | $33.663.203 | 174.033 | 0,27% | Ações |
| BlackRock, Inc. | $33.583.338 | 190.317 | 0,27% | Ações |
| Qube Research & Technologies Ltd | $33.338.588 | 188.930 | 0,27% | Ações |
| Clearbridge Investments, LLC | $32.767.884 | 185.696 | 0,26% | Ações |
| Ilex Capital Partners (UK) LLP | $30.701.570 | 173.986 | 0,25% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29.324.102 | 170.380 | 0,23% | Ações |
| BOOTHBAY FUND MANAGEMENT, LLC | $29.287.949 | 165.975 | 0,23% | Ações |
| SORA INVESTORS LLC | $26.115.198 | 147.995 | 0,21% | Ações |
| Nuveen Asset Management, LLC | $25.838.987 | 126.786 | 0,21% | Ações |
| Kodai Capital Management LP | $25.777.692 | 117.166 | 0,21% | Ações |
| California Public Employees Retirement System | $24.495.295 | 138.815 | 0,20% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23.167.418 | 131.116 | 0,19% | Ações |
| BARCLAYS PLC | $22.743.577 | 128.888 | 0,18% | Ações |
| Partners Group Holding AG | $22.422.596 | 127.069 | 0,18% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $21.746.577 | 123.238 | 0,17% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.945.802 | 118.700 | 0,17% | Opção de venda |
| Magellan Asset Management Ltd | $20.462.831 | 115.963 | 0,16% | Ações |
| Benchstone Capital Management LP | $20.091.030 | 113.856 | 0,16% | Ações |
| UniSuper Management Pty Ltd | $19.355.721 | 109.689 | 0,15% | Ações |
| Skylands Capital, LLC | $19.212.965 | 108.880 | 0,15% | Ações |
| Vanguard Investments Australia, Ltd. | $19.106.912 | 108.279 | 0,15% | Ações |
| Maryland State Retirement & Pension System | $18.666.821 | 105.785 | 0,15% | Ações |
| TUDOR INVESTMENT CORP ET AL | $18.337.900 | 103.921 | 0,15% | Ações |
| AVIVA PLC | $18.316.372 | 103.799 | 0,15% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $18.167.091 | 102.953 | 0,15% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $18.080.146 | 98.390 | 0,14% | Ações |
| ALLIANCEBERNSTEIN L.P. | $18.059.502 | 104.930 | 0,14% | Ações |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $17.845.047 | 101.128 | 0,14% | Ações |
| OMERS ADMINISTRATION Corp | $16.012.157 | 90.741 | 0,13% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.892.341 | 90.062 | 0,13% | Ações |
| LAZARD ASSET MANAGEMENT LLC | $15.862.342 | 89.892 | 0,13% | Ações |
| TORONTO DOMINION BANK | $15.469.895 | 87.668 | 0,12% | Ações |
| Swedbank AB | $15.283.376 | 86.611 | 0,12% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.931.869 | 84.619 | 0,12% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.628.534 | 82.900 | 0,12% | Opção de compra |
| Retirement Systems of Alabama | $14.416.782 | 81.700 | 0,12% | Ações |
| Moran Wealth Management, LLC | $13.979.161 | 79.220 | 0,11% | Ações |
| TWO SIGMA ADVISERS, LP | $13.810.902 | 71.400 | 0,11% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.513.483 | 76.581 | 0,11% | Ações |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $13.077.451 | 74.110 | 0,10% | Ações |
| Nuveen, LLC | $12.816.290 | 72.630 | 0,10% | Ações |
| FIRST TRUST ADVISORS LP | $12.566.888 | 71.217 | 0,10% | Ações |
| Hudson Bay Capital Management LP | $12.440.430 | 70.500 | 0,10% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $12.424.372 | 70.409 | 0,10% | Ações |
| BANK OF MONTREAL /CAN/ | $12.271.558 | 69.543 | 0,10% | Ações |
| STEADFAST CAPITAL MANAGEMENT LP | $11.822.820 | 67.000 | 0,09% | Ações |
| Pictet Asset Management Holding SA | $11.580.717 | 65.628 | 0,09% | Ações |
| Verition Fund Management LLC | $11.575.247 | 65.597 | 0,09% | Ações |
| Aberdeen Group plc | $11.531.308 | 65.348 | 0,09% | Ações |
| APG Asset Management N.V. | $11.448.524 | 74.176 | 0,09% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $11.238.561 | 63.689 | 0,09% | Ações |
| Walleye Capital LLC | $11.140.802 | 63.135 | 0,09% | Ações |
| AVENIR CORP | $10.936.814 | 61.979 | 0,09% | Ações |
| MACQUARIE GROUP LTD | $10.869.936 | 61.600 | 0,09% | Ações |
| NATIXIS | $10.733.709 | 60.828 | 0,09% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.710.233 | 62.229 | 0,09% | Ações |
Executivos da empresa 31 insiders · 12 diretores · 14 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Anthony J Macaione | Senior Vice President and CFO | 10 de Setembro de 2008 M | 43.875 | 0 | 0 | $0 |
| Donald Day | EVP - SITE LEASING | 1 de Agosto de 2026 M | 9.992 | 0 | 0 | $0 |
| Jason V Silberstein | EVP - Site Leasing | 29 de Dezembro de 2023 G | 29.508 | 0 | 0 | $0 |
| Brian D Lazarus | SVP & Chief Accounting Officer | 13 de Dezembro de 2023 M | 7.085 | 0 | 0 | $0 |
| Mark R Ciarfella | EVP - Operations | 29 de Novembro de 2023 M | 29.005 | 0 | 0 | $0 |
| Joshua Koenig | Executive VP/General Counsel | 27 de Novembro de 2023 S | 5.181 | 0 | 0 | $0 |
| Marc Montagner | EVP - Finance | 17 de Outubro de 2023 A | — | 0 | 0 | $0 |
| Richard M Cane | EVP; Pres. - International | 6 de Março de 2023 A | 2.074 | 0 | 0 | $0 |
| Dipan D Patel | EVP Tech., Strat. & New Bus. | 6 de Março de 2023 A | 6.540 | 0 | 0 | $0 |
| Kurt L Bagwell | EVP; Pres. - International | 9 de Março de 2022 S | 29.529 | 0 | 0 | $0 |
| Thomas P Hunt | Executive VP/General Counsel | 4 de Março de 2022 A | 122.743 | 0 | 0 | $0 |
| Pamela J Kline | VP-Capital Markets & Treasurer | 11 de Fevereiro de 2004 A | — | 0 | 0 | $0 |
| Kevin L Beebe | Conselheiro | 22 de Maio de 2026 A | 16.644 | 0 | 0 | $0 |
| Jeffrey Stoops | Conselheiro | 22 de Maio de 2026 A | 141.465 | 0 | 0 | $0 |
| BERNSTEIN STEVEN E | Conselheiro | 22 de Maio de 2026 A | 7.140 | 0 | 0 | $0 |
| George R Krouse Jr | Conselheiro | 20 de Novembro de 2023 S | 8.001 | 0 | 0 | $0 |
| Laurie Bowen | Conselheiro | 25 de Maio de 2023 A | — | 0 | 0 | $0 |
| Amy E Wilson | Conselheiro | 25 de Maio de 2023 A | — | 0 | 0 | $0 |
| Jay Lecoryelle Johnson | Conselheiro | 25 de Maio de 2023 A | 110 | 0 | 0 | $0 |
| Mary S Chan | Conselheiro | 25 de Maio de 2023 A | 4.622 | 0 | 0 | $0 |
| Fidelma Russo | Conselheiro | 1 de Maio de 2023 M | 703 | 0 | 0 | $0 |
| Duncan Cocroft | Conselheiro | 1 de Maio de 2023 M | 65.842 | 0 | 0 | $0 |
| Brian C Carr | Conselheiro | 1 de Maio de 2021 M | 573 | 0 | 0 | $0 |
| Steven E Nielsen | Conselheiro | 12 de Março de 2009 M | 10.000 | 0 | 0 | $0 |
| Philip L Hawkins | Conselheiro | 10 de Março de 2009 M | 3.000 | 0 | 0 | $0 |
| Donald B Hebb JR | Conselheiro | 30 de Julho de 2004 A | — | 0 | 0 | $0 |
| AAT Holdings, LLC | Detentor de 10% | 30 de Maio de 2006 S | 6.512.686 | 0 | 0 | $0 |
| Jack Langer | — | 22 de Maio de 2026 A | 8.704 | 0 | 0 | $0 |
| Brendan Thomas Cavanagh | — | 5 de Março de 2026 A | 63.782 | 0 | 0 | $0 |
| John F Fiedor | — | 9 de Junho de 2004 M | 0 | 0 | 0 | $0 |
| Richard W Miller | — | 6 de Maio de 2004 A | — | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 4 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 |
|---|---|---|---|---|---|
| Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 declarações | 24 de Fevereiro de 2004 | — | Declaração inicial | — | SEC |
| Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 declarações | 22 de Dezembro de 2003 | — | Declaração inicial | — | SEC |
| Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 | 28 de Fevereiro de 2003 | — | Declaração inicial | Investimento passivo | SEC |
| Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or | 18 de Fevereiro 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 169 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 |
|---|---|---|---|---|
| LPRE · Exchange Listed Funds Trust | 5,45% | 42.002 NS | 31 de Maio de 2026 | N-PORT |
| IDGT · iShares Trust | 5,28% | 147.702 SH | 8 de Agosto de 2026 | Diário |
| REAI · Tidal Trust I | 4,91% | 239 NS | 30 de Abril de 2026 | N-PORT |
| SRVR · Pacer Funds Trust | 4,86% | 86.875 NS | 30 de Abril de 2026 | N-PORT |
| TMFM · RBB Fund, Inc. | 4,49% | 25.794 NS | 31 de Maio de 2026 | N-PORT |
| IRET · Tidal Trust II | 3,81% | 456 NS | 30 de Abril de 2026 | N-PORT |
| DTCR · Global X Funds | 3,62% | 382.444 NS | 31 de Maio de 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 2,88% | 15.684 | 8 de Agosto de 2026 | Diário |
| RNTY · Tidal Trust II | 2,66% | 612 NS | 30 de Abril de 2026 | N-PORT |
| RDOG · ALPS ETF Trust | 2,15% | 1.185 NS | 31 de Maio de 2026 | N-PORT |
| ICF · iShares Trust | 2,10% | 242.174 SH | 8 de Agosto de 2026 | Diário |
| DFAR · Dimensional ETF Trust | 1,80% | 137.276 NS | 30 de Abril de 2026 | N-PORT |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,70% | 39.553 NS | 31 de Maio de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,64% | 3.484 NS | 30 de Abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 1,64% | 1.103 NS | 30 de Abril de 2026 | N-PORT |
| URE · ProShares Trust | 1,59% | 4.390 NS | 31 de Maio de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1,57% | 102.132 NS | 30 de Abril de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 1,53% | 753.739 NS | 31 de Maio de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,48% | 311 NS | 30 de Abril de 2026 | N-PORT |
| IYR · iShares Trust | 1,40% | 348.399 SH | 8 de Agosto de 2026 | Diário |
| TMFG · RBB Fund, Inc. | 1,22% | 21.376 NS | 31 de Maio de 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 1,20% | 189.608 NS | 30 de Abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 1,19% | 47.520 NS | 31 de Maio de 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,07% | 217 NS | 30 de Abril de 2026 | N-PORT |
| TOLZ · ProShares Trust | 0,99% | 8.535 NS | 31 de Maio de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,99% | 4.026.541 SH | 8 de Agosto de 2026 | Diário |
| CZA · Invesco Exchange-Traded Fund Trust | 0,98% | 10.270 | 8 de Agosto de 2026 | Diário |
| IQRA · New York Life Investments Active ET… | 0,91% | 283 NS | 30 de Abril de 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3.302 NS | 31 de Maio de 2026 | N-PORT |
| PABU · iShares Trust | 0,58% | 80.272 SH | 8 de Agosto de 2026 | Diário |
| SOVF · Elevation Series Trust | 0,56% | 2.403 NS | 30 de Abril de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,55% | 10.697 NS | 30 de Abril de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,54% | 662.000 | 8 de Agosto de 2026 | Diário |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,45% | 4.169 NS | 31 de Maio de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,41% | 812.542 SH | 8 de Agosto de 2026 | Diário |
| CAPE · DoubleLine ETF Trust | 0,37% | 5.530 NS | 31 de Março de 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,34% | 15.421.000 | 8 de Agosto de 2026 | Diário |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,34% | 10.354.000 | 8 de Agosto de 2026 | Diário |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,33% | 8.889.000 | 8 de Agosto de 2026 | Diário |
| NFRA · FlexShares Trust | 0,31% | 43.616 NS | 30 de Abril de 2026 | N-PORT |
| ESLG · Strategy Shares | 0,31% | 270 NS | 30 de Abril de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 3.544 NS | 30 de Abril de 2026 | N-PORT |
| EVUS · iShares Trust | 0,24% | 4.955 SH | 8 de Agosto de 2026 | Diário |
| LGDX · Tidal Trust III | 0,22% | 1.352 NS | 30 de Abril de 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,21% | 1.810 | 8 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,18% | 159.292 SH | 8 de Agosto de 2026 | Diário |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 15.857 NS | 31 de Maio de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,18% | 2.298.375 SH | 8 de Agosto de 2026 | Diário |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 32.062 NS | 30 de Abril de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,17% | 894.385 | 8 de Agosto de 2026 | Diário |