SBH Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock
Sobre Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock Visão geral da empresa da Wikipedia
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
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Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
Through the Sally Beauty Supply and Beauty Systems Group businesses, the Company sells and distributes through over 4,000 stores, including approximately 200 franchised units, throughout the United States, the United Kingdom (Sally Beauty UK), Belgium (pro- duo 40SHOPS M&A ), Canada, Chile, Peru, Puerto Rico, Mexico (2000 Amstrong McCall 130 shops M&A), France, Ireland, Germany and The Netherlands.
Sally Beauty Supply stores offer more than 6,000 products for hair, skin, and nails through professional lines such as Clairol, L'Oreal, Wella, and Conair, as well as an extensive selection of proprietary merchandise.
Beauty Systems Group stores, branded as CosmoProf or Armstrong McCall stores, along with its outside sales consultants, sell up to 9,800 professionally branded products including Paul Mitchell, Wella, Sebastian, Goldwell, and TIGI which are targeted exclusively for professional and salon use and resale to their customers. They have also moved to expanding their brand basics, they now sell more products for African-American women. These products include Mixed Chicks, Shea Moisture, and Curlys. The company made this move to seem more inclusive.
History
Sally Beauty Holdings, Inc. opened its first store in New Orleans in 1964. Sally Beauty Company was started by C. Ray Farber in New Orleans and operated its flagship store on Magazine Street before the company was sold to Alberto-Culver. The store was named after his daughter Sally.
Corporate governance
Gary Winterhalter became the company's CEO in 2013. Winterhalter left the CEO role at the end of the first quarter, 2015 and took the role of executive chairman, which he held through the beginning of 2018. Coincident with Winterhalter's transition, Christian Brickman took the CEO role. Effective June 2, 2014, Brickman was the company's president and COO. Brickman stepped down from this role in September 2021. The current president and CEO is Denise Paulonis, effective October 1, 2021.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
SBH Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
SBH 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
SBH Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 1 11,1%
- Compra 5 55,6%
- Manter 2 22,2%
- Venda 1 11,1%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
5 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 | $0.55 | $0.54 | 0.01% |
| 31 de Março de 2026 | $0.44 | $0.41 | 0.03% |
| 31 de Dezembro de 2025 | $0.48 | $0.47 | 0.01% |
| 30 de Setembro de 2025 | $0.55 | $0.48 | 0.07% |
| 30 de Junho de 2025 | $0.51 | $0.43 | 0.08% |
| 31 de Março de 2025 | $0.42 | $0.40 | 0.02% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
| HZO | $554M | -17.7 | -5.0% | -1.4% | -3.3% | 32.5% |
| UPBD | $2.27B | 14.0 | 8.7% | 1.6% | 11.1% | 48.4% |
| WOOF | — | 89.3 | -2.5% | 0.15% | 0.80% | 38.7% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Cost of Revenue | $1.79B | $1.83B | $1.83B | $1.90B | $1.92B | $1.80B | $1.97B | $1.99B | $1.97B | $1.99B | $1.94B | $1.89B | |
| Gross Profit | $1.91B | $1.89B | $1.90B | $1.92B | $1.95B | $1.72B | $1.91B | $1.94B | $1.96B | $1.96B | $1.90B | $1.86B | |
| SG&A Expense | $1.58B | $1.61B | $1.56B | $1.55B | $1.53B | $1.44B | $1.45B | $1.48B | $1.46B | $1.47B | $1.31B | $1.27B | |
| Operating Income | $328M | $283M | $325M | $338M | $418M | $259M | $458M | $427M | $479M | $498M | $495M | $507M | |
| Interest Expense | $64M | $76M | $73M | $94M | $94M | $99M | $96M | $98M | $133M | $144M | $117M | $116M | |
| Pretax Income | $263M | $206M | $252M | $244M | $325M | $160M | $362M | $328M | $346M | $354M | $378M | $391M | |
| Income Tax | $68M | $53M | $67M | $61M | $85M | $47M | $91M | $70M | $131M | $131M | $143M | $145M | |
| Net Income | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | · | |
| EPS (Basic) | $1.95 | $1.48 | $1.72 | $1.69 | $2.13 | $0.99 | $2.27 | $2.09 | $1.56 | $1.51 | $1.50 | $1.54 | |
| EPS (Diluted) | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 | $0.99 | $2.26 | $2.08 | $1.56 | $1.50 | $1.49 | $1.51 | |
| Shares (Basic) | 100,662,000 | 103,939,000 | 107,332,000 | 108,665,000 | 112,653,000 | 113,881,000 | 119,636,000 | 123,190,000 | 137,533,000 | 147,179,000 | 156,353,000 | 159,933,000 | |
| Shares (Diluted) | 103,821,000 | 106,933,000 | 109,336,000 | 110,293,000 | 114,212,000 | 114,680,000 | 120,283,000 | 123,832,000 | 138,176,000 | 148,803,000 | 158,226,000 | 163,419,000 | |
| EBITDA | $428M | $392M | $427M | $438M | · | $366M | $566M | $535M | $591M | $598M | $585M | $587M |
Balanço Patrimonial 27
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $149M | $108M | $123M | $71M | $401M | $514M | $71M | $77M | $64M | $87M | $140M | $107M | |
| Receivables | $32M | $34M | $33M | $34M | $33M | $36M | $43M | $48M | $47M | $47M | $49M | $52M | |
| Inventory | $988M | $1.04B | $975M | $936M | $871M | $815M | $953M | $944M | $931M | $907M | $885M | $828M | |
| Other Current Assets | $48M | $69M | $54M | $53M | $45M | $48M | $35M | $43M | $55M | $55M | $37M | $39M | |
| Current Assets | $1.30B | $1.31B | $1.23B | $1.13B | $1.38B | $1.43B | $1.16B | $1.16B | $1.14B | $1.17B | $1.19B | $1.10B | |
| PP&E (Net) | $284M | $270M | $298M | $298M | $307M | $315M | $320M | $308M | $314M | $320M | $271M | $238M | |
| PP&E (Gross) | $1.22B | $1.15B | $1.08B | $1.12B | $1.07B | $1.01B | $979M | $919M | $860M | $787M | $699M | $651M | |
| Accum. Depreciation | $938M | $882M | $780M | $821M | $767M | $695M | $659M | $611M | $546M | $468M | $429M | $413M | |
| Goodwill | $541M | $538M | $533M | $526M | $541M | $540M | $531M | $536M | $538M | $533M | $524M | $536M | |
| Intangibles | $53M | $60M | $55M | $50M | $56M | $58M | $62M | $73M | $80M | $93M | $99M | $115M | |
| Other Non-current Assets | $45M | $37M | $41M | $38M | $22M | $23M | $22M | $25M | $25M | $14M | $13M | $11M | |
| Total Assets | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.10B | $2.09B | $2.00B | |
| Accounts Payable | $225M | $269M | $259M | $276M | $292M | $236M | $279M | $303M | $308M | $271M | $276M | $259M | |
| Accrued Liabilities | $185M | $163M | $163M | $161M | $206M | $171M | $169M | $180M | $167M | $215M | $209M | $199M | |
| Current Liabilities | $576M | $593M | $579M | $668M | $665M | $563M | $456M | $491M | $573M | $489M | $492M | $464M | |
| Capital Leases | $538M | $480M | $455M | $425M | $404M | $394M | · | · | · | · | · | · | |
| Deferred Tax | $79M | $92M | $93M | $85M | $86M | $92M | $80M | $76M | $98M | $115M | $86M | $75M | |
| Other Non-current Liabilities | $21M | $22M | $23M | $22M | $29M | $33M | $28M | $30M | $20M | $22M | $28M | $28M | |
| Total Liabilities | $2.08B | $2.16B | $2.22B | $2.28B | $2.57B | $2.88B | $2.16B | $2.37B | $2.46B | $2.41B | $2.39B | $2.35B | |
| Long-term Debt | $875M | $994M | $1.08B | $1.09B | $1.39B | $1.81B | $1.61B | $1.79B | $1.89B | $1.80B | $1.80B | $1.80B | |
| Common Stock | $979.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | |
| Retained Earnings | $898M | $741M | $625M | $440M | $357M | $117M | $56M | $-180M | $-283M | $-178M | $-219M | $-320M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $3M | · | |
| AOCI | $-105M | $-113M | $-123M | $-152M | $-95M | $-105M | $-117M | $-90M | $-82M | $-100M | $-78M | $-29M | |
| Stockholders' Equity | $794M | $629M | $509M | $294M | $281M | $15M | $-60M | $-269M | $-364M | $-276M | $-298M | $-347M | |
| Liabilities + Equity | $2.87B | $2.79B | $2.73B | $2.58B | $2.85B | $2.90B | $2.10B | $2.10B | $2.10B | $2.13B | $2.09B | $2.00B | |
| Shares Outstanding | 97,875,000 | 101,854,000 | 106,266,000 | 106,970,000 | 112,913,000 | 112,405,000 | 116,725,000 | 119,926,000 | 129,585,000 | 144,571,000 | 151,452,000 | 154,668,000 |
Fluxo de Caixa 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $100M | $110M | $102M | $100M | $102M | $107M | $108M | $109M | $112M | $100M | $89M | $80M | |
| Stock-based Comp | $19M | $17M | $16M | $10M | $12M | $8M | $9M | $11M | $11M | $13M | $17M | $22M | |
| Deferred Tax | $-10M | $-1M | $8M | $-15M | $-9M | $14M | $5M | $-21M | $14M | $21M | $7M | $-783.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $4M | $7M | $9M | $11M | $12M | $13M | $13M | $14M | $14M | |
| Restructuring | $0 | $-75.0K | $17M | $28M | $5M | $14M | $-682.0K | $34M | $23M | · | · | · | |
| Other Non-cash | $-30M | $-32M | $-62M | $-121M | · | $185M | $-73M | $16M | $-8M | · | · | · | |
| Operating Cash Flow | $275M | $247M | $249M | $156M | $382M | $427M | $320M | $373M | $343M | $354M | $301M | $316M | |
| CapEx | $102M | $101M | $91M | $99M | $74M | $111M | $108M | $87M | $90M | $151M | $107M | $77M | |
| Investing Cash Flow | $-58M | $-109M | $-100M | $-102M | $-76M | $-124M | $-96M | $-95M | $-90M | $-175M | $-113M | · | |
| Debt Issued | · | $1.54B | $1.29B | $520M | $22.0K | $1.09B | $594M | $462M | $1.28B | $912M | $983.0K | $356M | |
| Net Debt Issued | · | $-84M | $-81M | $-250M | · | $205M | $-184M | $-97M | $61M | $-27M | $-831.0K | $122M | |
| Stock Repurchased | $54M | $60M | $15M | $130M | · | $61M | $47M | $167M | $347M | $209M | $228M | $333M | |
| Net Stock Activity | $-54M | $-60M | $-15M | $-130M | · | $-61M | $-47M | $-167M | $-346M | $-207M | $-228M | $-333M | |
| Financing Cash Flow | $-178M | $-154M | $-101M | $-374M | $-420M | $140M | $-229M | $-263M | $-277M | $-232M | $-152M | · | |
| Net Change in Cash | $41M | $-15M | $52M | $-330M | $-113M | $443M | $-6M | $14M | $-23M | $-53M | $33M | $59M | |
| Taxes Paid | $94M | $36M | $64M | $83M | $80M | $50M | $84M | $70M | $115M | $124M | $108M | $139M | |
| Free Cash Flow | $173M | $145M | $159M | $57M | · | $316M | $213M | $286M | $255M | $202M | $194M | $239M | |
| Levered FCF | $125M | $89M | $105M | $-13M | · | $246M | $140M | $209M | $172M | $111M | $122M | $166M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.6% | 50.9% | 50.9% | 50.3% | · | 48.8% | 49.3% | 49.4% | 49.9% | 49.7% | 49.5% | 49.6% | |
| Operating Margin | 8.9% | 7.6% | 8.7% | 8.8% | · | 7.4% | 11.8% | 10.8% | 12.2% | 12.6% | 12.9% | 13.5% | |
| Net Margin | 5.3% | 4.1% | 5.0% | 4.8% | · | 3.2% | 7.0% | 6.6% | 5.5% | · | · | · | |
| Pretax Margin | 7.1% | 5.5% | 6.8% | 6.4% | · | 4.5% | 9.3% | 8.3% | 8.8% | 9.0% | 9.9% | 10.4% | |
| EBITDA Margin | 11.6% | 10.6% | 11.5% | 11.5% | · | 10.4% | 14.6% | 13.6% | 15.0% | 15.1% | 15.2% | 15.6% | |
| ROA | 6.9% | 5.6% | 7.0% | 6.8% | · | 4.5% | 13.0% | 12.3% | 10.2% | · | · | · | |
| ROE | 26.2% | 25.4% | 37.0% | 62.3% | · | -421.8% | -415.4% | -86.8% | -67.2% | · | · | · | |
| ROIC | 30.7% | 33.5% | 46.8% | 86.5% | · | 1186.2% | -570.0% | -124.8% | -81.9% | -113.6% | -103.3% | -92.0% |
Liquidez e Solvência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.2 | 2.1 | 1.7 | · | 2.5 | 2.6 | 2.4 | 2.0 | 2.4 | 2.4 | 2.4 | |
| Quick Ratio | 0.3 | 0.2 | 0.3 | 0.2 | · | 1.0 | 0.3 | 0.3 | 0.2 | 0.3 | 0.4 | 0.3 | |
| Interest Coverage | 5.1 | 3.7 | 4.5 | 3.6 | · | 2.6 | 4.8 | 4.3 | 3.6 | 3.5 | 4.2 | 4.4 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.4 | 1.4 | · | 1.4 | 1.8 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | |
| Inventory Turnover | 1.8 | 1.8 | 1.9 | 2.1 | · | 2.0 | 2.1 | 2.1 | 2.1 | 2.2 | 2.3 | 2.3 | |
| Receivables Turnover | 113.1 | 110.9 | 110.4 | 114.4 | · | 89.3 | 84.7 | 82.4 | 83.9 | 82.7 | 76.4 | 69.0 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.42% | -0.30% | -2.3% | -1.5% | 10.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.0% | -1.4% | 2.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 32.2% | -15.4% | 1.8% | -20.9% | 112.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.4% | -12.0% | 19.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.7% | -16.9% | 0.57% | -23.5% | 29.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.2% | -13.8% | 0.00% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B | $3.51B | $3.88B | $3.93B | $3.94B | $3.95B | $3.83B | $3.75B | |
| Net Income TTM | $196M | $153M | $185M | $184M | $240M | $185M | $272M | $258M | $215M | $223M | $235M | $200M | |
| Market Cap | $1.59B | $1.38B | $891M | $1.35B | · | $977M | $1.74B | $2.21B | $2.54B | $3.71B | $3.60B | $4.23B | |
| P/E | 8.6 | 9.5 | 5.0 | 7.6 | 8.0 | 8.8 | 6.6 | 8.8 | 12.6 | 17.1 | 15.9 | 18.1 | |
| P/S | 0.4 | 0.4 | 0.2 | 0.4 | · | 0.3 | 0.4 | 0.6 | 0.6 | 0.9 | 0.9 | 1.1 | |
| P/B | 2.0 | 2.2 | 1.8 | 4.6 | · | 63.3 | -28.8 | -8.2 | -7.0 | -13.4 | -12.1 | -12.2 | |
| P / Tangible Book | 7.9 | 45.6 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 5.8 | 5.6 | 3.6 | 8.6 | · | 2.3 | 5.4 | 5.9 | 7.4 | 10.6 | 12.0 | 13.4 | |
| P / FCF | 9.2 | 9.5 | 5.6 | 23.5 | · | 3.1 | 8.2 | 7.7 | 10.0 | 18.4 | 18.5 | 17.7 | |
| Earnings Yield | 11.6% | 10.5% | 20.2% | 13.2% | 12.5% | 11.4% | 15.2% | 11.3% | 8.0% | 5.8% | 6.3% | 5.5% |
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 | $935M | $903M | $943M | $947M | $933M | $883M | $938M | $935M | $942M | $908M | $931M | $921M | $931M | $919M | $957M | $962M | |
| Cost of Revenue | $445M | $428M | $460M | $453M | $452M | $424M | $461M | $456M | $461M | $445M | $464M | $455M | $456M | $450M | $468M | $499M | |
| Gross Profit | $490M | $476M | $483M | $494M | $481M | $459M | $477M | $479M | $481M | $463M | $467M | $467M | $475M | $468M | $489M | $463M | |
| SG&A Expense | $404M | $404M | $407M | $414M | $403M | $389M | $377M | $397M | $409M | $403M | $398M | $391M | $384M | $390M | $392M | $398M | |
| Operating Income | $86M | $72M | $76M | $80M | $78M | $69M | $100M | $82M | $72M | $60M | $69M | $77M | $90M | $71M | $87M | $39M | |
| Interest Expense | · | $14M | $15M | $15M | $16M | $16M | $17M | $18M | $21M | $21M | $17M | $20M | $19M | $17M | $18M | $17M | |
| Pretax Income | $73M | $58M | $61M | $65M | $62M | $53M | $83M | $64M | $51M | $39M | $52M | $57M | $71M | $55M | $69M | $22M | |
| Income Tax | $19M | $15M | $16M | $15M | $17M | $14M | $22M | $16M | $13M | $10M | $13M | $15M | $21M | $14M | $18M | $427.0K | |
| Net Income | $54M | $43M | $46M | $50M | $46M | $39M | $61M | $48M | $38M | $29M | $38M | $43M | $51M | $41M | $50M | $21M | |
| EPS (Basic) | $0.57 | $0.44 | $0.47 | $0.50 | $0.46 | $0.39 | $0.60 | $0.47 | $0.37 | $0.28 | $0.36 | $0.40 | $0.47 | $0.38 | $0.47 | $0.21 | |
| EPS (Diluted) | $0.55 | $0.43 | $0.45 | $0.49 | $0.44 | $0.38 | $0.58 | $0.45 | $0.36 | $0.27 | $0.35 | $0.40 | $0.46 | $0.37 | $0.46 | $0.21 | |
| Shares (Basic) | 95,058,000 | 96,727,000 | 97,804,000 | -203,436,000 | 100,463,000 | 101,614,000 | 102,021,000 | -209,475,000 | 103,190,000 | 104,276,000 | 105,948,000 | -214,821,000 | 107,560,000 | 107,453,000 | 107,140,000 | -219,013,000 | |
| Shares (Diluted) | 97,912,000 | 99,721,000 | 100,765,000 | -208,827,000 | 103,239,000 | 104,435,000 | 104,974,000 | -214,762,000 | 105,897,000 | 107,080,000 | 108,718,000 | -219,498,000 | 109,668,000 | 109,706,000 | 109,460,000 | -222,741,000 | |
| EBITDA | $113M | $97M | $100M | · | $78M | $69M | $126M | · | $72M | $60M | $97M | · | $90M | $71M | $112M | · |
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 | $173M | $157M | $157M | $149M | $113M | $92M | $106M | $108M | $97M | $97M | $121M | · | $74M | $62M | $99M | · | |
| Receivables | $26M | $26M | $27M | $32M | $30M | $27M | $27M | $34M | $33M | $35M | $32M | · | $33M | $31M | $33M | · | |
| Inventory | $996M | $987M | $979M | $988M | $1.01B | $1.01B | $1.01B | $1.04B | $1.02B | $1.04B | $1.01B | · | $996M | $1.02B | $987M | · | |
| Other Current Assets | $46M | $47M | $45M | $48M | $48M | $45M | $51M | $69M | $51M | $56M | $56M | · | $51M | $48M | $58M | · | |
| Current Assets | $1.31B | $1.29B | $1.29B | $1.30B | $1.26B | $1.24B | $1.25B | $1.31B | $1.26B | $1.28B | $1.26B | · | $1.20B | $1.21B | $1.22B | · | |
| PP&E (Net) | $279M | $285M | $280M | $284M | $256M | $256M | $262M | $270M | $268M | $273M | $285M | $298M | $281M | $283M | $289M | $298M | |
| PP&E (Gross) | · | · | · | $1.22B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $984M | $963M | $956M | $938M | $923M | $892M | $867M | $882M | $855M | $834M | $812M | · | $864M | $842M | $849M | · | |
| Goodwill | $538M | $539M | $542M | $541M | $541M | $534M | $531M | $538M | $534M | $534M | $537M | $533M | $535M | $534M | $533M | $526M | |
| Intangibles | $51M | $51M | $52M | $53M | $56M | $56M | $58M | $60M | $53M | $54M | $55M | · | $50M | $51M | $51M | · | |
| Other Non-current Assets | $51M | $49M | $49M | $45M | $39M | $38M | $36M | $37M | $43M | $42M | $40M | · | $41M | $36M | $34M | · | |
| Total Assets | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | $2.73B | $2.68B | $2.68B | $2.67B | $2.58B | |
| Accounts Payable | $224M | $223M | $208M | $225M | $193M | $217M | $221M | $269M | $235M | $290M | $267M | · | $244M | $265M | $296M | · | |
| Accrued Liabilities | $164M | $170M | $159M | $185M | $165M | $151M | $149M | $163M | $161M | $150M | $140M | · | $140M | $168M | $143M | · | |
| Current Liabilities | $554M | $553M | $542M | $576M | $524M | $533M | $549M | $593M | $595M | $644M | $573M | · | $566M | $631M | $677M | · | |
| Capital Leases | $546M | $532M | $538M | $538M | $469M | $461M | $457M | $480M | $457M | $458M | $439M | · | $451M | $445M | $427M | · | |
| Deferred Tax | $87M | $86M | $83M | $79M | $85M | $88M | $89M | $92M | $91M | $94M | $90M | · | $84M | $86M | $86M | · | |
| Other Non-current Liabilities | $21M | $21M | $22M | $21M | $21M | $21M | $22M | $22M | $21M | $22M | $22M | · | $22M | $22M | $23M | · | |
| Total Liabilities | $2.01B | $2.02B | $2.03B | $2.08B | $1.98B | $2.01B | $2.05B | $2.16B | $2.14B | $2.20B | $2.19B | · | $2.19B | $2.25B | $2.30B | · | |
| Long-term Debt | $815M | $835M | $855M | $875M | $896M | $917M | $953M | $994M | $995M | $996M | $1.08B | · | $1.08B | $1.08B | $1.09B | · | |
| Common Stock | $941.0K | $959.0K | $975.0K | $979.0K | $994.0K | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | |
| Retained Earnings | $980M | $946M | $923M | $898M | $863M | $826M | $793M | $741M | $698M | $667M | $652M | · | $582M | $531M | $491M | · | |
| AOCI | $-109M | $-110M | $-101M | $-105M | $-101M | $-127M | $-137M | $-113M | $-122M | $-117M | $-112M | · | $-113M | $-120M | $-127M | · | |
| Stockholders' Equity | $871M | $838M | $824M | $794M | $763M | $700M | $656M | $629M | $578M | $551M | $541M | $509M | $488M | $426M | $373M | $294M | |
| Liabilities + Equity | $2.88B | $2.85B | $2.85B | $2.87B | $2.74B | $2.71B | $2.71B | $2.79B | $2.72B | $2.75B | $2.73B | · | $2.68B | $2.68B | $2.67B | · | |
| Shares Outstanding | 94,092,000 | 95,898,000 | 97,492,000 | 97,875,000 | 99,438,000 | 100,894,000 | 101,871,000 | 101,854,000 | 102,643,000 | 103,514,000 | 104,857,000 | 106,266,000 | 107,564,000 | 107,549,000 | 107,284,000 | 106,970,000 |
Fluxo de Caixa 17
| 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 | $26M | $25M | $24M | $24M | $25M | $25M | $26M | $26M | $29M | $27M | $28M | $27M | $25M | $25M | $25M | $27M | |
| Stock-based Comp | $5M | $6M | $8M | $4M | $5M | $4M | $6M | $4M | $4M | $4M | $5M | $3M | $4M | $4M | $5M | $2M | |
| Amort. of Intangibles | $652.0K | $653.0K | $652.0K | $950.0K | $851.0K | $841.0K | $858.0K | $785.0K | $764.0K | $791.0K | $860.0K | $719.0K | $807.0K | $866.0K | $1M | $1M | |
| Restructuring | · | · | · | $0 | $0 | $0 | $0 | $-436.0K | $383.0K | $63.0K | $-85.0K | $-872.0K | $397.0K | $7M | $10M | $26M | |
| Other Non-cash | · | · | $16M | · | · | · | $-59M | · | · | · | $-21M | · | · | · | $-26M | · | |
| Operating Cash Flow | $81M | $73M | $93M | $121M | $69M | $51M | $33M | $111M | $48M | $37M | $51M | $117M | $53M | $25M | $55M | $107M | |
| CapEx | $19M | $29M | $36M | $43M | $20M | $19M | $20M | $37M | $19M | $14M | $31M | $27M | $22M | $17M | $25M | $32M | |
| Investing Cash Flow | $-19M | $-29M | $-36M | $-45M | $-17M | $-19M | $23M | $-45M | $-19M | $-14M | $-31M | $-36M | $-22M | $-17M | $-25M | $-35M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $989M | $67M | · | $216M | $624M | $229M | $237M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $229M | · | |
| Stock Repurchased | $26M | $26M | $21M | $21M | $13M | $10M | $10M | $10M | $10M | $20M | $20M | · | · | · | · | $0 | |
| Net Stock Activity | · | · | $-21M | · | · | · | $-10M | · | · | · | $-20M | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-46M | $-48M | $-41M | $-34M | $-46M | $-58M | $-56M | $-29M | $-46M | $-23M | $-33M | $-19M | $-43M | $-6M | $-100M | |
| Net Change in Cash | $16M | $216.0K | $8M | $36M | $21M | $-13M | $-2M | $11M | $201.0K | $-24M | $-2M | $49M | $13M | $-37M | $29M | $-31M | |
| Taxes Paid | $14M | $31M | $3M | $19M | $20M | $37M | $19M | $2M | $2M | $29M | $3M | $12M | $20M | $29M | $3M | $9M | |
| Free Cash Flow | · | · | $57M | · | · | · | $13M | · | · | · | $20M | · | · | · | $30M | · | |
| Levered FCF | · | · | $47M | · | · | · | $538.6K | · | · | · | $8M | · | · | · | $17M | · |
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 | 52.4% | 52.7% | 51.2% | · | 51.5% | 51.9% | 50.8% | · | 51.0% | 51.0% | 50.2% | · | 51.0% | 51.0% | 51.0% | · | |
| Operating Margin | 9.2% | 8.0% | 8.1% | · | 8.4% | 7.9% | 10.7% | · | 7.6% | 6.6% | 7.4% | · | 9.7% | 7.8% | 9.0% | · | |
| Net Margin | 5.8% | 4.7% | 4.8% | · | 4.9% | 4.4% | 6.5% | · | 4.0% | 3.2% | 4.1% | · | 5.5% | 4.5% | 5.3% | · | |
| Pretax Margin | 7.8% | 6.4% | 6.5% | · | 6.7% | 6.0% | 8.8% | · | 5.4% | 4.3% | 5.6% | · | 7.7% | 6.0% | 7.2% | · | |
| EBITDA Margin | 12.0% | 10.8% | 10.6% | · | 8.4% | 7.9% | 13.4% | · | 7.6% | 6.6% | 10.4% | · | 9.7% | 7.8% | 11.7% | · | |
| ROA | 1.9% | 1.5% | 1.6% | · | 1.7% | 1.4% | 2.2% | · | 1.4% | 1.1% | 1.4% | · | 1.9% | 1.5% | 1.8% | · | |
| ROE | 6.6% | 5.5% | 6.2% | · | 6.8% | 6.3% | 10.2% | · | 7.1% | 6.0% | 8.4% | · | 13.0% | 11.7% | 15.4% | · | |
| ROIC | 7.4% | 6.3% | 6.9% | · | 7.5% | 7.3% | 11.2% | · | 9.2% | 8.1% | 9.5% | · | 13.1% | 12.5% | 17.0% | · |
Liquidez e Solvência 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.4 | · | 2.4 | 2.3 | 2.3 | · | 2.1 | 2.0 | 2.2 | · | 2.1 | 1.9 | 1.8 | · | |
| Quick Ratio | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.1 | 0.2 | · | |
| Interest Coverage | · | 5.1 | 5.2 | · | 5.0 | 4.3 | 5.8 | · | 3.5 | 2.9 | 4.0 | · | 4.8 | 4.3 | 4.8 | · |
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 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 0.4 | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | |
| Receivables Turnover | 33.3 | 33.7 | 35.3 | · | 29.9 | 28.5 | 31.9 | · | 28.7 | 27.8 | 28.7 | · | 28.9 | 31.1 | 30.7 | · |
Avaliação (TTM) 10
| 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 | $3.72B | $3.66B | $3.70B | · | $3.70B | $3.67B | $3.72B | · | $3.71B | $3.69B | $3.74B | · | $3.77B | $3.75B | $3.81B | · | |
| Net Income TTM | $188M | $173M | $192M | · | $184M | $167M | $166M | · | $156M | $159M | $180M | · | $189M | $185M | $213M | · | |
| Market Cap | $1.33B | $1.33B | $1.39B | · | $921M | $911M | $1.06B | · | $1.10B | $1.29B | $1.39B | · | $1.33B | $1.68B | $1.34B | · | |
| P/E | 7.6 | 8.1 | 7.7 | · | 5.3 | 5.7 | 6.7 | · | 7.5 | 8.6 | 8.1 | · | 7.2 | 9.3 | 6.6 | · | |
| P/S | 0.4 | 0.4 | 0.4 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | |
| P/B | 1.5 | 1.6 | 1.7 | · | 1.2 | 1.3 | 1.6 | · | 1.9 | 2.3 | 2.6 | · | 2.7 | 3.9 | 3.6 | · | |
| P / Tangible Book | 4.7 | 5.4 | 6.1 | · | 5.6 | 8.3 | 15.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 14.9 | · | · | · | 31.8 | · | · | · | 27.3 | · | · | · | 24.4 | · | |
| P / FCF | · | · | 24.2 | · | · | · | 79.6 | · | · | · | 68.0 | · | · | · | 44.9 | · | |
| Earnings Yield | 13.2% | 12.3% | 13.0% | · | 19.0% | 17.6% | 14.9% | · | 13.4% | 11.7% | 12.3% | · | 13.9% | 10.8% | 15.3% | · |
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 | $3.70B | $3.72B | $3.73B | $3.82B | $3.87B |
| Margem Bruta % | 51.6% | 50.9% | 50.9% | 50.3% | — |
| Margem Operacional % | 8.9% | 7.6% | 8.7% | 8.8% | — |
| Lucro líquido | $196M | $153M | $185M | $184M | $240M |
| EPS Diluído | $1.89 | $1.43 | $1.69 | $1.66 | $2.10 |
Balanço Patrimonial
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.3 | 2.2 | 2.1 | 1.7 | — |
| Índice de Liquidez Seca | 0.3 | 0.2 | 0.3 | 0.2 | — |
Fluxo de Caixa
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $173M | $145M | $159M | $57M | — |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 266 declarantes · $957.8M 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 |
|---|---|---|---|---|
| 35 (-21 vs trimestre anterior) | 41 (+12 vs trimestre anterior) | 79 (+8 vs trimestre anterior) | 83 (-7 vs trimestre anterior) | -5.9M |
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 | $90.892.132 | 6.428.015 | 9,49% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $81.413.525 | 5.757.675 | 8,50% | Ações |
| STATE STREET CORP | $62.781.487 | 4.439.992 | 6,55% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $60.003.231 | 4.243.510 | 6,26% | Ações |
| Fisher Asset Management, LLC | $53.160.476 | 3.759.581 | 5,55% | Ações |
| AMERICAN CENTURY COMPANIES INC | $47.666.930 | 3.371.070 | 4,98% | Ações |
| WASATCH ADVISORS LP | $47.003.285 | 3.393.739 | 4,91% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $46.853.329 | 3.313.531 | 4,89% | Ações |
| Ranmore Fund Management Ltd | $42.361.376 | 2.995.854 | 4,42% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $40.938.255 | 2.894.702 | 4,27% | Ações |
| D. E. Shaw & Co., Inc. | $35.644.890 | 2.520.855 | 3,72% | Ações |
| GOLDMAN SACHS GROUP INC | $28.716.007 | 2.030.835 | 3,00% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.611.951 | 2.023.476 | 2,99% | Ações |
| FMR LLC | $20.026.157 | 1.416.277 | 2,09% | Ações |
| JUPITER ASSET MANAGEMENT LTD | $19.841.248 | 1.403.200 | 2,07% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14.096.166 | 996.900 | 1,47% | Ações |
| GAMCO INVESTORS, INC. ET AL | $11.397.547 | 806.050 | 1,19% | Ações |
| MILLENNIUM MANAGEMENT LLC | $11.144.370 | 788.145 | 1,16% | Ações |
| Cambria Investment Management, L.P. | $9.871.106 | 698.098 | 1,03% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $8.963.558 | 633.915 | 0,94% | Ações |
| Public Sector Pension Investment Board | $8.039.976 | 568.598 | 0,84% | Ações |
| Access Investment Management LLC | $8.013.478 | 566.724 | 0,84% | Ações |
| Hillsdale Investment Management Inc. | $7.995.831 | 565.476 | 0,83% | Ações |
| GABELLI FUNDS LLC | $6.519.558 | 461.072 | 0,68% | Ações |
| Qube Research & Technologies Ltd | $6.405.788 | 453.026 | 0,67% | Ações |
| AMERIPRISE FINANCIAL INC | $5.641.719 | 398.990 | 0,59% | Ações |
| CastleKnight Management LP | $5.543.587 | 392.050 | 0,58% | Ações |
| Squarepoint Ops LLC | $5.305.271 | 375.196 | 0,55% | Ações |
| FIRST TRUST ADVISORS LP | $5.298.399 | 374.710 | 0,55% | Ações |
| Woodline Partners LP | $4.830.167 | 341.596 | 0,50% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $4.748.707 | 337.746 | 0,50% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.296.170 | 303.831 | 0,45% | Ações |
| RAYMOND JAMES FINANCIAL INC | $4.223.137 | 298.666 | 0,44% | Ações |
| BlackRock, Inc. | $4.089.330 | 289.203 | 0,43% | Ações |
| HSBC HOLDINGS PLC | $4.050.529 | 287.068 | 0,42% | Ações |
| FRANKLIN RESOURCES INC | $3.619.472 | 255.974 | 0,38% | Ações |
| RHUMBLINE ADVISERS | $3.556.415 | 251.516 | 0,37% | Ações |
| Brandywine Global Investment Management, LLC | $3.457.651 | 242.472 | 0,36% | Ações |
| Allianz Asset Management GmbH | $3.317.004 | 234.583 | 0,35% | Ações |
| Invenomic Capital Management LP | $3.261.476 | 230.656 | 0,34% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.220.951 | 227.790 | 0,34% | Ações |
| GREAT LAKES ADVISORS, LLC | $2.927.659 | 207.048 | 0,31% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $2.899.237 | 205.038 | 0,30% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.693.981 | 190.522 | 0,28% | Ações |
| Swiss National Bank | $2.683.772 | 189.800 | 0,28% | Ações |
| PRUDENTIAL FINANCIAL INC | $2.631.991 | 186.138 | 0,27% | Ações |
| Swedbank AB | $2.418.647 | 171.050 | 0,25% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2.337.173 | 165.288 | 0,24% | Ações |
| Foundry Partners, LLC | $2.233.020 | 247.289 | 0,23% | Ações |
| Legal & General Group Plc | $2.070.336 | 146.417 | 0,22% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.952.734 | 138.100 | 0,20% | Opção de venda |
| ROYCE & ASSOCIATES LP | $1.937.081 | 136.993 | 0,20% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $1.859.269 | 131.490 | 0,19% | Ações |
| ARMISTICE CAPITAL, LLC | $1.784.850 | 126.227 | 0,19% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $1.727.456 | 122.168 | 0,18% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.681.307 | 121.394 | 0,18% | Ações |
| BANK OF AMERICA CORP /DE/ | $1.625.026 | 114.924 | 0,17% | Ações |
| Quantinno Capital Management LP | $1.573.168 | 111.256 | 0,16% | Ações |
| Vanguard Global Advisers, LLC | $1.545.092 | 109.271 | 0,16% | Ações |
| ALLIANCEBERNSTEIN L.P. | $1.495.731 | 107.995 | 0,16% | Ações |
| JENNISON ASSOCIATES LLC | $1.467.591 | 103.790 | 0,15% | Ações |
| EXCHANGE TRADED CONCEPTS, LLC | $1.332.554 | 94.240 | 0,14% | Ações |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.293.382 | 90.700 | 0,14% | Ações |
| Cinctive Capital Management LP | $1.289.794 | 91.216 | 0,13% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.284.209 | 90.821 | 0,13% | Ações |
| VANGUARD GROUP INC | $1.190.125 | 83.459 | 0,12% | Ações |
| Gotham Asset Management, LLC | $1.186.615 | 83.919 | 0,12% | Ações |
| B. Metzler seel. Sohn & Co. AG | $1.091.000 | 77.157 | 0,11% | Ações |
| MORGAN STANLEY | $1.003.148 | 70.944 | 0,10% | Ações |
| VOYA INVESTMENT MANAGEMENT LLC | $997.662 | 70.556 | 0,10% | Ações |
| DGS Capital Management, LLC | $961.702 | 69.437 | 0,10% | Ações |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $931.289 | 65.862 | 0,10% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $919.000 | 65.000 | 0,10% | Ações |
| Mountain Lake Investment Management LLC | $898.625 | 63.552 | 0,09% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $897.989 | 63.507 | 0,09% | Ações |
| Freestone Grove Partners LP | $870.600 | 61.570 | 0,09% | Ações |
| Horizon Investments, LLC | $851.412 | 60.213 | 0,09% | Ações |
| Walleye Trading LLC | $844.186 | 59.702 | 0,09% | Ações |
| DENALI ADVISORS LLC | $826.554 | 58.455 | 0,09% | Ações |
| MetLife Investment Management, LLC | $795.559 | 56.263 | 0,08% | Ações |
| Jump Financial, LLC | $763.560 | 54.000 | 0,08% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $753.733 | 53.305 | 0,08% | Ações |
| SummitTX Capital, L.P. | $747.030 | 52.831 | 0,08% | Ações |
| Illinois Municipal Retirement Fund | $740.102 | 52.341 | 0,08% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $723.346 | 51.156 | 0,08% | Ações |
| AlphaQuest LLC | $713.613 | 50.043 | 0,07% | Ações |
| JANUS HENDERSON GROUP PLC | $699.376 | 50.460 | 0,07% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $692.917 | 49.004 | 0,07% | Ações |
| GUIDANCE CAPITAL, INC | $676.879 | 44.649 | 0,07% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $633.104 | 44.774 | 0,07% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $615.189 | 43.507 | 0,06% | Ações |
| Louisiana State Employees Retirement System | $591.052 | 41.800 | 0,06% | Ações |
| State of Tennessee, Department of Treasury | $590.798 | 41.782 | 0,06% | Ações |
| JANE STREET GROUP, LLC | $586.810 | 41.500 | 0,06% | Opção de venda |
| BARCLAYS PLC | $582.864 | 41.221 | 0,06% | Ações |
| Bryce Point Capital, LLC | $570.354 | 35.034 | 0,06% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $562.122 | 39.754 | 0,06% | Ações |
| Invesco Ltd. | $549.014 | 38.827 | 0,06% | Ações |
| SEI INVESTMENTS CO | $492.020 | 34.802 | 0,05% | Ações |
| State of Wyoming | $477.833 | 33.793 | 0,05% | Ações |
Executivos da empresa 67 insiders · 31 diretores · 31 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Denise Paulonis | President & CEO | 15 de Novembro de 2024 M | 362.365 | 0 | 0 | $0 |
| Christian A. Brickman | President & CEO | 30 de Setembro de 2021 M | 493.067 | 0 | 0 | $0 |
| Marlo Michelle Cormier Platz | Former SVP & CFO | 8 de Junho de 2026 M | 138.145 | 0 | 1 | $-543.192 |
| Aaron E Alt | SVP, CFO & President-SBS | 15 de Novembro de 2020 F | 98.853 | 0 | 0 | $0 |
| Donald T Grimes | SVP, CFO & COO | 12 de Dezembro de 2017 F | 26.150 | 0 | 0 | $0 |
| Mark J Flaherty | SVP and CFO | 30 de Setembro de 2016 F | 24.215 | 0 | 0 | $0 |
| David L Rea | SVP & CFO | 24 de Outubro de 2007 A | 150.000 | 0 | 0 | $0 |
| Gary T Robinson | SVP, CFO and Treasurer | 24 de Novembro de 2006 A | 750 | 0 | 0 | $0 |
| William J Cernugel | Senior Vice-President & CFO | 16 de Novembro de 2006 D | 6.615 | 0 | 0 | $0 |
| Mark Gregory Spinks | President - Beauty Systems Group | 15 de Novembro de 2024 M | 87.626 | 0 | 0 | $0 |
| Carrie S. Mcdermott | President-Sally Beauty Supply | 30 de Setembro de 2018 F | 13.924 | 0 | 0 | $0 |
| Sharon M Leite | President-Sally Beauty Supply | 1 de Fevereiro de 2017 F | 10.235 | 0 | 0 | $0 |
| Michael G Spinozzi | President-Sally Beauty Supply | 28 de Outubro de 2013 F | 38.553 | 0 | 0 | $0 |
| Neil B Riemer | President of Armstrong McCall | 24 de Outubro de 2007 A | 922 | 0 | 0 | $0 |
| Kim Mcintosh | GVP, CONTROLLER & CAO | 25 de Novembro de 2024 S | 16.685 | 0 | 0 | $0 |
| Scott C Sherman | SVP & Chief Legal and HR Officer | 25 de Novembro de 2024 S | 42.431 | 0 | 0 | $0 |
| Mary Beth Beth Edwards | SVP, Chief Transformation & Business Services Officer | 15 de Novembro de 2024 M | 48.171 | 0 | 0 | $0 |
| John Howard Goss JR | SVP & President Sally Beauty | 15 de Novembro de 2024 M | 74.134 | 0 | 0 | $0 |
| John M Henrich | SVP, Gen Counsel & Secretary | 15 de Novembro de 2023 M | 39.349 | 0 | 0 | $0 |
| Pamela K Kohn | SVP, Chief Merchandising Officer | 15 de Novembro de 2021 M | 37.548 | 0 | 0 | $0 |
| Kenneth Mark Newton | Interim Principal Acctng Offcr | 5 de Novembro de 2019 A | 5.099 | 0 | 0 | $0 |
| Chad Selvidge | SVP & CMO | 1 de Novembro de 2018 A | 14.801 | 0 | 0 | $0 |
| Brently G. Baxter | GVP, PAO & Controller | 1 de Novembro de 2018 A | 6.706 | 0 | 0 | $0 |
| Matthew Olen Haltom | SVP, GC & Secretary | 1 de Novembro de 2017 A | 19.578 | 0 | 0 | $0 |
| Janna Minton | GVP, CAO & Controller | 7 de Fevereiro de 2017 M | 15.389 | 0 | 0 | $0 |
| Gary Winterhalter | Executive Chairman | 2 de Novembro de 2015 S | 140.404 | 0 | 0 | $0 |
| Brian E. Walker | SVP and CHRO | 28 de Outubro de 2015 A | 4.988 | 0 | 0 | $0 |
| Raal H Roos | SVP, Gen. Counsel & Secretary | 20 de Abril de 2012 M | 11.685 | 0 | 0 | $0 |
| Bennie Lowery | SVP & Gen. Merchandise Mgr. | 26 de Outubro de 2011 A | 165.399 | 0 | 0 | $0 |
| Richard W Dowd | SVP of Distribution | 22 de Outubro de 2008 A | 67.420 | 0 | 0 | $0 |
| Gary P Schmidt | SR. VP, Gen. Coun. & Sec. | 16 de Novembro de 2006 D | 9.901 | 0 | 0 | $0 |
| Jeffrey N Boyer | Conselheiro | 22 de Janeiro de 2026 M | 42.460 | 0 | 0 | $0 |
| James M Head | Conselheiro | 24 de Janeiro de 2025 A | — | 0 | 0 | $0 |
| Erin Nealy Cox | Conselheiro | 24 de Janeiro de 2025 A | 28 | 0 | 0 | $0 |
| James Grant Conroy | Conselheiro | 24 de Janeiro de 2025 M | 12.376 | 0 | 0 | $0 |
| Rachel Rothe Bishop | Conselheiro | 24 de Janeiro de 2025 M | 21.699 | 0 | 0 | $0 |
| Debra Golding Perelman | Conselheiro | 24 de Janeiro de 2025 A | — | 0 | 0 | $0 |
| Lawrence Molloy | Conselheiro | 24 de Janeiro de 2025 M | 15.470 | 0 | 0 | $0 |
| Linda Heasley | Conselheiro | 25 de Janeiro de 2024 M | 62.290 | 0 | 0 | $0 |
| Edward W Rabin | Conselheiro | 26 de Janeiro de 2023 M | 115.868 | 0 | 0 | $0 |
| Robert R Mcmaster | Conselheiro | 26 de Janeiro de 2023 M | 175.876 | 0 | 0 | $0 |
| John A Miller | Conselheiro | 26 de Janeiro de 2023 M | 139.923 | 0 | 0 | $0 |
| Marshall E Eisenberg | Conselheiro | 26 de Janeiro de 2023 M | 175.868 | 0 | 0 | $0 |
| Susan R Mulder | Conselheiro | 28 de Janeiro de 2022 M | 30.993 | 0 | 0 | $0 |
| Timothy R Baer | Conselheiro | 28 de Janeiro de 2022 M | 23.034 | 0 | 0 | $0 |
| Kelly P. Mooney | Conselheiro | 15 de Novembro de 2020 M | 16.842 | 0 | 0 | $0 |
| David W Gibbs | Conselheiro | 5 de Novembro de 2019 A | 1.838 | 0 | 0 | $0 |
| Joseph C Magnacca | Conselheiro | 5 de Novembro de 2019 A | 92 | 0 | 0 | $0 |
| Katherine Button Bell | Conselheiro | 1 de Novembro de 2018 A | 122 | 0 | 0 | $0 |
| John R Golliher | Conselheiro | 30 de Setembro de 2015 F | 33.080 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| CDRS Acquisition LLC, Clayton Dubilier & Rice Fund VII, L.P., CD&R Associates VII, Ltd., CD&R Associates VII, L.P., CD&R Investment Associates VII, Ltd., CD&R Parallel Fund VII, L.P., CD&R Parallel Fund Associates VII, Ltd. ×5 declarações | 23 de Julho de 2012 | — | Declaração inicial | — | SEC |
| Sageview Capital Master, L.P., Sageview Capital Partners (A), L.P., Sageview Capital Partners (B), L.P., Sageview Partners (C) (Master), L.P., Sageview Capital GenPar, L.P., Sageview Capital MGP, LLC, Edward A. Gilhuly, Scott M. Stuart ×2 declarações | 24 de Setembro de 2008 | — | Declaração inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 74 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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0,94% | 19.691 NS | 30 de Abril de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 0,94% | 20.857 NS | 30 de Abril de 2026 | N-PORT |
| DEEP · ETF Series Solutions | 0,83% | 16.421 NS | 31 de Maio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,61% | 78.893 NS | 30 de Abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,31% | 22.922 NS | 31 de Maio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,29% | 250.633 NS | 30 de Abril de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,24% | 582.804 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,17% | 1.376 NS | 30 de Abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 936.201 NS | 31 de Maio de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,13% | 95.491 NS | 31 de Maio de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,13% | 2.580.868 NS | 31 de Maio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 12.196 NS | 30 de Abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 525.965 NS | 30 de Abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,10% | 206.748 NS | 31 de Maio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 140.509 NS | 30 de Abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,08% | 135.192 NS | 30 de Junho de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,08% | 3.063 NS | 30 de Abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,07% | 704.365 NS | 30 de Abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 36.089 NS | 30 de Abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,06% | 1.159 NS | 31 de Maio de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,05% | 64.708 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 336.540 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 4.670 NS | 31 de Maio de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 14.931 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 467.357 NS | 31 de Maio de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,02% | 14.180 NS | 29 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 3.652 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 4.576 NS | 30 de Abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,02% | 5.414 NS | 31 de Maio de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 3.694 NS | 31 de Maio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 16.170 NS | 30 de Abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 10.242 NS | 31 de Maio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 14.357 NS | 30 de Abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 93.006 NS | 31 de Maio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 262.211 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3.925 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 93 NS | 31 de Maio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 11.932 NS | 30 de Abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 42.521 NS | 30 de Abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 30.682 NS | 30 de Abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 36.198 NS | 30 de Abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 62.994 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de Julho de 2026 | Diário |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 de Julho de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |