CHDN Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $76.05

Piyasa Değeri $5.29B

P/E 5.4

Hisse Başına Kâr $5.49

Gelir $2.93B

Temettü Verimi 0.58%

ROE 37.3%

D/E Borç/Özsermaye (MRQ) 3.6

52 Haftlık Aralık $74–$118

CHDN Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 3

Ex-tarihi	Bölünme	Tür
22 Mayıs 2023	2-for-1	İleri
28 Ocak 2019	3-for-1	İleri
15 Nisan 1998	2-for-1	İleri

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$2.93B

2016-12-31 → 2025-12-31

Hisse Başına Kâr$5.49

2016-12-31 → 2023-12-31

Serbest Nakit Akışı·

2016-12-31 → 2018-12-31

Net kar marjı13.8%

2016-12-31 → 2025-12-31

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
P/E	5.45Y ort. ≈19.7	≈19.7	23.1	Düşük değerli
P/S (F/S)	1.85Y ort. ≈3.1	≈3.1	1.5	Aşırı değerli
P/B (F/D)	5.25Y ort. ≈10.1	≈10.1	4.8	Aşırı değerli
EV / EBITDA	14.95Y ort. ≈22.7	≈22.7	13.6	Aşırı değerli
Price / Cash Flow (Fiyat / Nakit Akışı)	6.95Y ort. ≈11.5	≈11.5	8.0	Aşırı değerli
EV / Revenue (EV / Gelir)	3.55Y ort. ≈4.9	≈4.9	·	·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
Faaliyet Kâr Marjı (TTM)	24.1%5Y ort. ≈21.6%	≈21.6%	16.6%	En üst düzey
EBITDA Margin (FAVÖK Marjı)	23.4%5Y ort. ≈21.6%	≈21.6%	17.8%	En üst düzey
Vergi Öncesi Kar Marjı (TTM)	19.6%5Y ort. ≈23.4%	≈23.4%	11.7%	En üst düzey
Net Kâr Marjı (TTM)	13.8%5Y ort. ≈17.1%	≈17.1%	7.1%	En üst düzey
ROA	5.2%5Y ort. ≈7.1%	≈7.1%	3.5%	En üst düzey
ROE	37.3%5Y ort. ≈60.8%	≈60.8%	18.5%	En üst düzey
ROIC	8.1%5Y ort. ≈7.6%	≈7.6%	10.3%	Zayıf

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
Borç / Öz Sermaye (MRQ)	3.65Y ort. ≈6.0	≈6.0	2.4	Yüksek borç
Cari Oran (MRQ)	0.45Y ort. ≈0.7	≈0.7	0.9	Düşük likidite
Quick Ratio (Cari Oran)	0.45Y ort. ≈0.5	≈0.5	0.7	Düşük likidite
Uzun Vadeli Borç / Özkaynak (MRQ)	3.15Y ort. ≈5.9	≈5.9	2.4	Yüksek borç

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	7.0%5Y ort. ≈23.8%	≈23.8%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	17.4%5Y ort. ≈23.2%	≈23.2%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	22.7%	·	·	·
EPS YoY (EPS YB)	-3.9%	·	·	·
Net Income YoY (Net Gelir Yıllık Bazda)	-10.3%5Y ort. ≈15.8%	≈15.8%	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	-4.5%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$5.495Y ort. ≈$4.79	≈$4.79	·	·
Revenue / Share (Hisse Başına Gelir)	$40.755Y ort. ≈$39.50	≈$39.50	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$10.725Y ort. ≈$10.80	≈$10.80	·	·
Cash / Share (Hisse Başına Nakit)	$2.885Y ort. ≈$3.67	≈$3.67	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	CHDN	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.45Y ort. ≈0.4	≈0.4	0.5	Zayıf
Receivables Turnover (Alacak Devir Hızı)	30.45Y ort. ≈30.6	≈30.6	28.2	Aynı seviyede
Revenue / Employee (Çalışan Başına Gelir)	≈$443.3K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

13

Temettü Verimi0.58%

Temettü Ödeme Oranı8.0%

Yıllıklaştırılmış Ödeme≈$0.44Yıllık Ödeme

5 Yıllık Temettü CAGR≈7.1%Hisse başına, bölünmeye göre ayarlanmış

Büyüme Serisi≈15Ardışık temettü büyüme yılları

Ex-tarihi	Miktar	Para Birimi	Temettü Verimi
Ara 5, 2025	$0,44	USD	≈0.39%
Ara 6, 2024	$0,41	USD	≈0.29%
Kas 30, 2023	$0,38	USD	≈0.33%
Ara 1, 2022	$0,36	USD	≈0.32%
Ara 2, 2021	$0,33	USD	≈0.29%
Ara 3, 2020	$0,31	USD	≈0.34%
Ara 5, 2019	$0,29	USD	≈0.45%
Ara 6, 2018	$0,27	USD	≈0.61%
Kas 30, 2017	$0,25	USD	≈0.65%
Kas 30, 2016	$0,22	USD	≈0.86%
Ara 2, 2015	$0,19	USD	≈0.79%
Ara 3, 2014	$0,17	USD	≈1.0%
Ara 4, 2013	$0,15	USD	≈1.0%
Kas 26, 2012	$0,12	USD	≈1.2%
Ara 28, 2011	$0,10	USD	≈1.2%
Ara 29, 2010	$0,08	USD	≈1.1%
Ara 29, 2009	$0,08	USD	≈1.3%
Ara 29, 2008	$0,08	USD	≈1.4%
Ara 26, 2007	$0,08	USD	≈0.89%
Ara 27, 2006	$0,08	USD	≈1.2%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 3.5%

Sonraki Rapor Eki 20, 2026

Dönem	Rapor	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	Tem 21, 2026	$3.45	$3.49	-1.1%
31 Mart 2026		$1.21	$1.02	18.2%
31 Aralık 2025		$0.97	$1.05	-8.0%
30 Eylül 2025		$1.09	$1.00	8.6%
30 Haziran 2025		$3.10	$3.13	-0.83%
31 Mart 2025		$1.07	$1.03	4.3%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 16

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.93B	$2.73B	$2.46B	$1.81B	$1.60B	$1.05B	$1.33B	$1.01B	$883M	$822M	$0	$0
R&D Expense	·	·	·	·	·	·	·	·	·	$39M	$39M	$0
SG&A Expense	$246M	$238M	$202M	$164M	$138M	$115M	$122M	$91M	$84M	$79M	$76M	$76M
Operating Expenses	$2.24B	$2.03B	$1.90B	$1.49B	$1.31B	$994M	$1.11B	$820M	$737M	$650M	$672M	$722M
Operating Income	$684M	$709M	$564M	$322M	$284M	$60M	$216M	$189M	$146M	$172M	$126M	$90M
Interest Expense	·	·	$268M	$147M	$85M	$80M	$71M	$40M	$49M	$44M	$29M	$21M
Interest Income	·	·	·	·	·	·	·	·	·	·	$42.0K	$20.0K
Other Non-op	$7M	$9M	$6M	$7M	$59M	$-52M	$-19M	$45M	$-43M	$-25M	$-11M	$-14M
Pretax Income	$532M	$573M	$562M	$609M	$344M	$8M	$196M	$234M	$102M	$147M	$115M	$76M
Income Tax	$147M	$144M	$144M	$169M	$94M	$-5M	$57M	$51M	$-20M	$51M	$45M	$30M
Net Income	$383M	$427M	$417M	$439M	$249M	$-82M	$138M	$353M	$140M	$108M	$65M	$46M
EPS (Basic)	·	·	$5.55	$5.79	$3.22	$-2.07	$3.43	$8.54	$2.97	$2.17	$3.75	$2.67
EPS (Diluted)	·	·	$5.49	$5.71	$3.18	$-2.08	$3.38	$8.48	$2.92	$2.14	$3.71	$2.64
Shares (Basic)	71,400,000	74,000,000	75,200,000	75,900,000	77,200,000	39,600,000	40,100,000	41,300,000	47,200,000	49,300,000	17,200,000	17,300,000
Shares (Diluted)	71,800,000	74,600,000	76,100,000	77,000,000	78,400,000	40,100,000	40,600,000	41,600,000	48,000,000	50,500,000	17,600,000	17,600,000
EBITDA	$684M	$709M	$564M	$322M	$284M	$60M	$216M	$189M	$146M	$194M	$124M	$90M

Bilanço 26

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$201M	$176M	$144M	$130M	$291M	$67M	$96M	$133M	$52M	$83M	$74M	$74M
Receivables	$93M	$99M	$107M	$82M	$42M	$36M	$37M	$29M	$50M	$57M	$68M	$76M
Inventory	$12M	$12M	$17M	·	·	·	·	·	·	·	·	·
Other Current Assets	$44M	$46M	$60M	$44M	$38M	$28M	$27M	$22M	$19M	$18M	$40M	$24M
Current Assets	$443M	$412M	$401M	$344M	$502M	$235M	$221M	$242M	$256M	$246M	$220M	$243M
PP&E (Net)	$2.92B	$2.85B	$2.54B	$1.95B	$968M	$1.06B	$912M	$758M	$608M	$561M	$573M	$595M
PP&E (Gross)	$4.26B	$4.02B	$3.53B	$2.78B	$1.71B	$1.78B	$1.55B	$1.32B	$1.12B	$1.03B	$1.00B	$1.01B
Accum. Depreciation	$1.38B	$1.17B	$988M	$837M	$737M	$722M	$635M	$560M	$514M	$466M	$430M	$411M
Goodwill	$900M	$900M	$900M	$724M	$367M	$367M	$367M	$338M	$318M	$302M	$842M	$841M
Intangibles	$2.52B	$2.41B	$2.42B	$2.39B	$348M	$351M	$370M	$264M	$169M	$174M	$496M	$550M
Other Non-current Assets	$23M	$18M	$19M	$27M	$19M	$21M	$21M	$16M	$14M	$10M	$14M	$18M
Total Assets	$7.49B	$7.28B	$6.96B	$6.21B	$2.98B	$2.98B	$2.55B	$1.73B	$2.36B	$2.25B	$2.28B	$2.36B
Accounts Payable	$184M	$180M	$158M	$146M	$82M	$71M	$58M	$47M	$54M	$50M	$39M	$45M
Accrued Liabilities	·	·	·	·	·	·	·	$90M	$76M	$73M	$98M	$93M
Current Liabilities	$733M	$729M	$756M	$622M	$395M	$424M	$301M	$257M	$453M	$468M	$640M	$336M
Capital Leases	$33M	$18M	$18M	$26M	$22M	$19M	$21M	·	·	·	·	·
Deferred Tax	$520M	$433M	$388M	$341M	$253M	$214M	$213M	$78M	$41M	$63M	$128M	$150M
Other Non-current Liabilities	$94M	$146M	$138M	$122M	$53M	$46M	$39M	$16M	$16M	$14M	$18M	$22M
Total Liabilities	$6.43B	$6.17B	$6.06B	$5.66B	$2.67B	$2.32B	$2.04B	$1.25B	$1.72B	$1.57B	$1.66B	$1.66B
Long-term Debt	$5.13B	$4.91B	$4.84B	$4.61B	$1.97B	$1.62B	$1.47B	$884M	$1.13B	$922M	$782M	$764M
Total Debt	$5.13B	$4.91B	$4.84B	$4.61B	$1.97B	$1.62B	$1.47B	$884M	$1.13B	$922M	$782M	$470M
Common Stock	$0	$0	$0	$0	$0	$18M	$0	$0	$7M	$116M	$134M	$262M
Retained Earnings	$1.01B	$1.08B	$894M	$552M	$308M	$350M	$509M	$474M	$634M	$570M	$484M	$438M
Stockholders' Equity	$1.01B	$1.08B	$894M	$552M	$307M	$367M	$511M	$473M	$640M	$685M	$617M	$700M
Liabilities + Equity	$7.49B	$7.28B	$6.96B	$6.21B	$2.98B	$2.69B	$2.55B	$1.73B	$2.36B	$2.25B	$2.28B	$2.36B
Shares Outstanding	69,600,000	73,500,000	74,500,000	74,800,000	38,100,000	39,500,000	39,700,000	40,400,000	46,200,000	16,500,000	·	·

Nakit Akışı 18

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$233M	$199M	$169M	$114M	$103M	$93M	$96M	$64M	$97M	$109M	$110M	$68M
Stock-based Comp	$30M	$36M	$33M	$32M	$28M	$24M	$24M	$21M	$27M	$19M	$14M	$12M
Deferred Tax	$87M	$44M	$47M	$109M	$10M	$30M	$32M	$37M	$-52M	$14M	$8M	$15M
Amort. of Intangibles	$10M	$11M	$7M	$5M	$5M	$5M	$15M	$6M	$7M	$9M	$10M	$13M
Operating Cash Flow	$770M	$772M	$605M	$511M	$460M	$143M	$292M	$198M	$215M	$231M	$264M	$142M
CapEx	·	·	·	·	·	·	·	$30M	$33M	$31M	$31M	$23M
Investing Cash Flow	$-472M	$-545M	$-718M	$-3.10B	$-100M	$-239M	$-781M	$824M	$-154M	$-51M	$-66M	$-440M
Debt Issued	$1.10B	$966M	$1.77B	$2.86B	$781M	$726M	$1.24B	$135M	$2.05B	$727M	$1.00B	$0
Net Debt Issued	$1.10B	$966M	$1.77B	$2.86B	$781M	$726M	$1.24B	$-246M	$215M	$0	$300M	$0
Stock Issued	·	·	·	·	·	·	·	$2M	$2M	$2M	$1M	$7M
Stock Repurchased	$428M	$186M	$56M	$175M	$298M	$28M	$95M	$531M	$181M	$39M	$148M	$77M
Net Stock Activity	$-428M	$-186M	$-56M	$-175M	$-298M	$-28M	$-95M	$-546M	$-189M	$-37M	$-146M	$-8M
Dividends Paid	$31M	$29M	$27M	$26M	$25M	$23M	$22M	$24M	$22M	$19M	$17M	$15M
Financing Cash Flow	$-262M	$-197M	$129M	$2.42B	$-500.0K	$76M	$461M	$-933M	$-60M	$-202M	$-191M	$322M
Net Change in Cash	$36M	$31M	$17M	$-151M	$235M	$-22M	$-31M	$89M	$2M	·	·	$23M
Taxes Paid	$64M	$103M	$98M	·	·	·	·	·	·	·	·	·
Free Cash Flow	·	·	·	·	·	·	·	$168M	$185M	$196M	$221M	$87M
Levered FCF	·	·	·	·	·	·	·	$137M	$126M	$168M	$204M	$75M

Kârlılık 7

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Operating Margin	23.4%	25.9%	22.9%	17.8%	17.8%	5.7%	16.2%	18.7%	·	-444.4%	·	·
Net Margin	13.1%	15.6%	17.0%	24.3%	15.6%	-7.8%	10.3%	35.0%	·	-247.4%	·	·
Pretax Margin	18.2%	21.0%	22.8%	33.6%	21.5%	0.76%	14.8%	23.2%	·	-384.7%	·	·
EBITDA Margin	23.4%	25.9%	22.9%	17.8%	17.8%	5.7%	16.2%	18.7%	·	-444.4%	·	·
ROA	5.2%	6.0%	6.3%	9.6%	8.3%	-3.1%	6.4%	17.3%	6.1%	4.8%	2.8%	2.5%
ROE	37.3%	39.1%	46.8%	101.1%	79.8%	-22.2%	25.9%	71.4%	21.2%	16.6%	9.9%	6.6%
ROIC	8.1%	8.9%	7.3%	4.5%	9.1%	5.0%	7.7%	10.9%	9.8%	7.8%	5.1%	4.7%

Likidite ve Solventlik 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	0.6	0.6	0.5	0.6	1.3	0.6	0.7	0.9	0.6	0.5	0.3	0.7
Quick Ratio	0.4	0.4	0.3	0.3	0.8	0.2	0.4	0.6	0.2	0.3	0.2	0.4
Debt / Equity	5.1	4.5	5.4	8.4	6.4	4.4	2.9	1.9	1.8	1.3	1.3	0.7
LT Debt / Equity	5.0	4.5	5.3	8.3	6.4	4.4	2.9	1.9	1.8	1.3	1.2	0.7
Interest Coverage	·	·	2.1	2.2	3.4	0.8	3.0	4.7	3.0	4.4	4.3	4.3

Verimlilik 2

Metrik	Eğilim	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.4	0.4	0.4	0.4	0.5	0.4	0.6	0.5	·	-0.0	0.0	0.0
Receivables Turnover		30.4	26.6	26.1	29.2	40.5	28.6	40.2	35.7	·	-0.6	0.0	0.0

Hisse Başına 7

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$14.51	$14.74	$11.99	$14.75	$8.05	$9.29	$12.80	$11.72	$41.58	·	·	·
Revenue / Share	$40.75	$36.65	$32.35	$47.01	$40.74	$26.28	$32.75	$24.25	·	$-2.60	$0.00	$0.00
Cash Flow / Share	$10.72	$10.34	$7.95	$13.27	$11.72	$3.54	$7.13	$4.75	$13.64	$13.50	$15.05	$8.05
Cash / Share	$2.88	$2.39	$1.94	$3.47	$7.65	$1.71	$2.42	$3.30	$3.36	·	·	·
Dividend / Share	$0.44	$0.41	$0.38	$0.36	·	·	·	·	·	·	·	·
Dividend Paid / Share	·	·	$0.38	$0.36	$0.33	$0.62	$0.58	$0.54	$0.51	$0.44	$1.15	$1.00
EPS (TTM)	$14.20	$14.20	$5.49	$5.71	$3.18	$-2.08	$3.38	$8.48	$2.92	$2.14	$3.71	$2.64

Büyüme Oranları 7

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	7.0%	11.1%	36.0%	13.3%	51.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	17.4%	19.6%	32.7%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	22.7%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	·	-3.9%	79.6%	·	·	·	·	·	·	·	·
Net Income YoY	-10.3%	2.3%	-5.0%	76.4%	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	-4.5%	19.7%	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	5.7%	·	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 16

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.93B	$2.73B	$2.46B	$1.81B	$1.60B	$1.05B	$1.33B	$1.01B	$883M	$822M	$0	$0
Net Income TTM	$383M	$427M	$417M	$439M	$249M	$-82M	$138M	$353M	$140M	$108M	$65M	$46M
Market Cap	$7.92B	$9.82B	$10.05B	$3.95B	$4.59B	$3.85B	$2.72B	$1.64B	$597M	·	·	·
Enterprise Value	$12.85B	$14.55B	$14.74B	$8.43B	$6.27B	$5.40B	$4.10B	$2.39B	$1.67B	·	·	·
P/E	8.0	9.4	24.6	18.5	37.9	-46.8	20.3	4.8	13.3	11.7	6.4	6.0
P/S	2.7	3.6	4.1	2.2	2.9	3.6	2.0	1.6	0.7	·	·	·
P/B	7.8	9.1	11.2	7.2	15.0	10.5	5.4	3.5	0.9	·	·	·
P / Cash Flow	10.3	12.7	16.6	7.7	10.0	27.1	9.4	8.3	2.7	·	·	·
P / FCF	·	·	·	·	·	·	·	9.8	3.2	·	·	·
EV / EBITDA	18.8	20.5	26.1	26.2	22.0	89.7	19.0	12.7	11.5	·	·	·
EV / FCF	·	·	·	·	·	·	·	14.2	9.1	·	·	·
EV / Revenue	4.4	5.3	6.0	4.7	3.9	5.1	3.1	2.4	1.9	·	·	·
Dividend Yield	0.39%	0.30%	0.27%	0.66%	0.54%	0.61%	0.82%	1.4%	3.6%	·	·	·
Earnings Yield	12.5%	10.6%	4.1%	5.4%	2.6%	-2.1%	4.9%	20.9%	7.5%	8.5%	15.7%	16.6%
Payout Ratio	8.0%	6.8%	6.5%	5.9%	10.0%	-28.6%	16.2%	6.7%	15.3%	17.7%	26.7%	32.8%
Annual Payout	$31M	$29M	$27M	$26M	$25M	$23M	$22M	$24M	$22M	$19M	$17M	$15M

Gelir Tablosu 12

Metrik	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	$980M	$663M	$666M	$683M	$934M	$643M	$624M	$628M	$891M	$591M	$561M	$572M	$768M	$560M	$480M	$383M
SG&A Expense	$61M	$59M	$72M	$59M	$61M	$55M	$66M	$60M	$57M	$55M	$52M	$50M	$48M	$52M	$52M	$38M
Operating Expenses	$623M	$520M	$542M	$585M	$607M	$508M	$497M	$503M	$561M	$465M	$455M	$460M	$543M	$440M	$468M	$320M
Operating Income	$357M	$143M	$124M	$98M	$327M	$135M	$127M	$126M	$330M	$126M	$106M	$112M	$226M	$120M	$12M	$63M
Interest Expense	·	·	·	·	·	·	·	·	·	$70M	·	$68M	$65M	$65M	·	$36M
Other Non-op	$0	$6M	$1M	$4M	$3M	$0	$1M	$-100.0K	$100.0K	$8M	$400.0K	$4M	$0	$1M	$3M	$4M
Pretax Income	$328M	$113M	$83M	$61M	$292M	$96M	$91M	$86M	$294M	$102M	$72M	$82M	$199M	$209M	$-3M	$73M
Income Tax	$86M	$30M	$32M	$22M	$74M	$19M	$19M	$20M	$84M	$21M	$14M	$21M	$56M	$53M	$-4M	$16M
Net Income	$241M	$83M	$51M	$38M	$217M	$77M	$72M	$65M	$209M	$80M	$58M	$61M	$143M	$156M	$1M	$57M
Shares (Basic)	70,000,000	70,000,000	·	70,300,000	72,000,000	74,000,000	·	73,900,000	73,900,000	74,100,000	·	75,200,000	75,300,000	75,300,000	·	75,600,000
Shares (Diluted)	70,000,000	70,000,000	·	71,000,000	72,000,000	74,000,000	·	74,600,000	74,600,000	74,700,000	·	77,100,000	76,900,000	76,100,000	·	76,700,000
EBITDA	$357M	$143M	·	$98M	$328M	$135M	·	$126M	$330M	$126M	·	$112M	$226M	$120M	·	$63M

Bilanço 25

Metrik	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	$196M	$200M	$201M	$180M	$182M	$174M	$176M	$153M	$140M	$149M	·	$130M	$374M	$174M	·	$111M
Receivables	$129M	$99M	$94M	$90M	$118M	$109M	$99M	$93M	$136M	$115M	·	$102M	$80M	$74M	·	$69M
Inventory	$11M	$11M	$12M	$12M	$13M	$12M	$12M	·	·	·	·	·	·	·	·	·
Other Current Assets	$60M	$56M	$44M	$57M	$60M	$73M	$46M	$63M	$69M	$79M	·	$69M	$63M	$66M	·	$44M
Current Assets	$484M	$452M	$443M	$415M	$464M	$452M	$412M	$387M	$436M	$416M	·	$371M	$583M	$378M	·	$1.81B
PP&E (Net)	$2.91B	$2.91B	$2.88B	$2.93B	$2.92B	$2.91B	$2.85B	$2.81B	$2.75B	$2.67B	·	$2.38B	$2.23B	$2.10B	·	$1.24B
PP&E (Gross)	·	·	$4.26B	·	·	·	$4.02B	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$1.38B	·	·	·	$1.17B	·	·	·	·	·	·	·	·	·
Goodwill	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$900M	$723M	$724M	$724M	$376M
Intangibles	$2.51B	$2.52B	$2.52B	$2.52B	$2.41B	$2.41B	$2.41B	$2.41B	$2.41B	$2.42B	·	$2.42B	$2.36B	$2.39B	·	$485M
Other Non-current Assets	$23M	$22M	$23M	$22M	$19M	$18M	$18M	$18M	$18M	$19M	·	$19M	$33M	$34M	·	$23M
Total Assets	$7.52B	$7.49B	$7.48B	$7.45B	$7.38B	$7.35B	$7.28B	$7.17B	$7.17B	$7.07B	·	$6.75B	$6.58B	$6.27B	·	$4.67B
Accounts Payable	$261M	$218M	$184M	$194M	$231M	$207M	$180M	$182M	$215M	$188M	·	$169M	$164M	$145M	·	$109M
Current Liabilities	$1.36B	$836M	$733M	$725M	$772M	$846M	$729M	$710M	$763M	$837M	·	$670M	$648M	$694M	·	$492M
Capital Leases	·	·	$33M	·	·	·	·	·	·	·	·	·	·	·	·	·
Deferred Tax	$562M	$539M	$520M	$491M	$436M	$433M	$433M	$418M	$408M	$393M	·	$386M	$373M	$374M	·	$280M
Other Non-current Liabilities	$87M	$86M	$93M	$98M	$143M	$141M	$146M	$139M	$141M	$139M	·	$142M	$143M	$138M	·	$104M
Total Liabilities	$6.13B	$6.34B	$6.43B	$6.38B	$6.31B	$6.25B	$6.17B	$6.06B	$6.12B	$6.24B	·	$5.86B	$5.72B	$5.57B	·	$4.06B
Long-term Debt	$4.77B	$4.93B	$5.13B	$5.11B	$5.01B	$4.88B	$4.91B	$4.83B	$4.86B	$4.93B	·	$4.72B	·	·	·	·
Total Debt	$4.77B	$4.93B	·	$5.11B	$5.01B	$4.88B	·	$4.83B	$4.86B	$4.93B	·	$4.72B	$68M	$72M	·	$7M
Common Stock	$7M	$3M	$0	$0	$0	$0	$0	$2M	$0	$0	·	$0	$8M	$5M	·	$0
Retained Earnings	$1.33B	$1.09B	$1.01B	$1.04B	$1.04B	$1.07B	$1.08B	$1.10B	$1.03B	$828M	·	$890M	$847M	$700M	·	$614M
Stockholders' Equity	$1.34B	$1.10B	$1.01B	$1.03B	$1.04B	$1.07B	$1.08B	$1.10B	$1.03B	$827M	$894M	$889M	$854M	$704M	$552M	$613M
Liabilities + Equity	$7.52B	$7.49B	$7.48B	$7.45B	$7.38B	$7.35B	$7.28B	$7.17B	$7.17B	$7.07B	·	$6.75B	$6.58B	$6.27B	·	$4.67B
Shares Outstanding	·	·	69,600,000	·	·	·	73,500,000	·	·	·	·	·	·	·	·	·

Nakit Akışı 11

Metrik	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	$59M	$56M	$60M	$56M	$58M	$59M	$53M	$50M	$49M	$47M	$47M	$42M	$42M	$38M	$35M	$28M
Stock-based Comp	$8M	$5M	$12M	$7M	$7M	$4M	$13M	$7M	$9M	$7M	$8M	$8M	$8M	$9M	$8M	$9M
Operating Cash Flow	$217M	$295M	$96M	$188M	$240M	$247M	$131M	$169M	$217M	$255M	$106M	$96M	$187M	$216M	$86M	$44M
Investing Cash Flow	$-58M	$-61M	$-50M	$-255M	$-86M	$-80M	$-129M	$-126M	$-137M	$-153M	$-168M	$-430M	$-174M	$54M	$-3.00B	$-212M
Debt Issued	$401M	$245M	$150M	$306M	$422M	$220M	$215M	$133M	$262M	$356M	$350M	$198M	$608M	$616M	$1.64B	$20M
Net Debt Issued	·	$245M	·	·	·	$220M	·	·	·	$356M	·	·	·	$616M	·	·
Stock Repurchased	$0	$0	$32M	$55M	$254M	$87M	$27M	$4M	$13M	$142M	$20M	$35M	$0	$500.0K	$31M	$59M
Net Stock Activity	·	$0	·	·	·	$-86M	·	·	·	$-142M	·	·	·	$-500.0K	·	·
Dividends Paid	$0	$31M	$600.0K	$0	$100.0K	$31M	$500.0K	$-100.0K	$200.0K	$29M	$300.0K	$100.0K	$0	$27M	$300.0K	$0
Financing Cash Flow	$-155M	$-232M	$-26M	$50M	$-139M	$-148M	$20M	$-43M	$-72M	$-101M	$91M	$86M	$190M	$-238M	$1.40B	$-38M
Net Change in Cash	$4M	$2M	$20M	$-17M	$14M	$19M	$21M	$500.0K	$9M	$200.0K	$29M	$-248M	$204M	$33M	$-1.49B	$-206M

Kârlılık 7

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Operating Margin	36.4%	21.6%	·	14.3%	35.1%	20.9%	·	20.0%	37.0%	21.4%	·	19.6%	29.4%	21.4%	·	16.4%
Net Margin	24.6%	12.5%	·	5.6%	23.2%	11.9%	·	10.4%	23.5%	13.6%	·	10.7%	18.6%	27.8%	·	14.9%
Pretax Margin	33.5%	17.0%	·	9.0%	31.2%	14.9%	·	13.7%	33.0%	17.2%	·	14.3%	25.9%	37.3%	·	19.2%
EBITDA Margin	36.4%	21.6%	·	14.3%	35.1%	20.9%	·	20.0%	37.0%	21.4%	·	19.6%	29.4%	21.4%	·	16.4%
ROA	3.2%	1.1%	·	0.52%	3.0%	1.1%	·	0.94%	3.0%	1.2%	·	1.1%	2.5%	3.3%	·	1.5%
ROE	20.2%	7.7%	·	3.6%	20.9%	8.1%	·	6.6%	22.2%	10.5%	·	8.1%	19.6%	30.5%	·	12.0%
ROIC	4.3%	1.7%	·	1.0%	4.0%	1.8%	·	1.6%	4.0%	1.7%	·	1.5%	17.6%	11.5%	·	7.9%

Likidite ve Solventlik 5

Metrik	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	0.4	0.5	·	0.6	0.6	0.5	·	0.5	0.6	0.5	·	0.6	0.9	0.5	·	3.7
Quick Ratio	0.2	0.4	·	0.4	0.4	0.3	·	0.3	0.4	0.3	·	0.3	0.7	0.4	·	0.4
Debt / Equity	3.6	4.5	·	4.9	4.8	4.6	·	4.4	4.7	6.0	·	5.3	0.1	0.1	·	0.0
LT Debt / Equity	3.1	4.4	·	4.9	4.7	4.5	·	4.3	4.6	5.9	·	5.2	·	·	·	·
Interest Coverage	·	·	·	·	·	·	·	·	·	1.8	·	1.7	3.5	1.9	·	1.7

Verimlilik 2

Metrik	Eğilim	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		7.9	6.4	·	7.5	7.3	5.7	·	6.4	8.3	6.3	·	6.7	10.6	9.3	·	6.4

Hisse Başına 3

Metrik	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 / Share	$14.00	$9.47	·	$9.62	$12.92	$8.64	·	$8.42	$11.94	$7.91	·	$7.43	$9.99	$14.69	·	$9.98
Cash Flow / Share	·	$4.21	·	·	·	$3.31	·	·	·	$3.41	·	·	·	$5.67	·	·
EPS (TTM)	$9.38	$9.38	·	$9.38	$9.38	$9.38	·	$9.38	$9.38	$9.38	·	$9.38	$9.38	$9.38	·	$9.38

Değerleme (TTM) 6

Metrik	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	$2.99B	$2.95B	·	$2.88B	$2.83B	$2.79B	·	$2.67B	$2.62B	$2.49B	·	$2.38B	$2.19B	$2.01B	·	$1.69B
Net Income TTM	$413M	$389M	·	$404M	$431M	$423M	·	$413M	$408M	$342M	·	$361M	$357M	$553M	·	$482M
P/E	9.6	9.6	·	10.3	10.8	11.8	·	14.4	14.9	13.2	·	12.4	14.8	13.7	·	9.8
Earnings Yield	10.5%	10.4%	·	9.7%	9.3%	8.5%	·	6.9%	6.7%	7.6%	·	8.1%	6.7%	7.3%	·	10.2%
Payout Ratio	·	37.4%	·	·	·	39.2%	·	·	·	35.6%	·	·	·	17.2%	·	·
Annual Payout	$32M	$32M	·	$32M	$32M	$32M	·	$29M	$29M	$29M	·	$27M	$27M	$27M	·	$26M

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Gelir	$2.93B	$2.73B	$2.46B	$1.81B	$1.60B
Faaliyet Kâr Marjı %	23.4%	25.9%	22.9%	17.8%	17.8%
Net Gelir	$383M	$427M	$417M	$439M	$249M
Seyreltilmiş Hisse Başı Kâr	·	·	$5.49	$5.71	$3.18

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Borç / Öz Sermaye	5.1	4.5	5.4	8.4	6.4
Cari Oran	0.6	0.6	0.5	0.6	1.3
Cari Oran	0.4	0.4	0.3	0.3	0.8

Kurumsal Sahipler (13F) 507 dosya · $6.1B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 507

Tutulan Değer $6.1B

Yeni pozisyonlar 74

Çıkan pozisyonlar 49

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
74 (-18 önceki Ç'ye göre)	49 (-35 önceki Ç'ye göre)	178 (-1 önceki Ç'ye göre)	151 (+23 önceki Ç'ye göre)	+6.7M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum	Değer	Hisse senetleri	% izlenen 13F'nin	Tür
VANGUARD GROUP INC	$686.823.412	6.036.416	11,18%	Hisse senetleri
BlackRock, Inc.	$555.947.991	6.202.008	9,05%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$287.558.038	3.207.921	4,68%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$267.928.671	2.988.941	4,36%	Hisse senetleri
FMR LLC	$264.239.390	2.947.784	4,30%	Hisse senetleri
LONDON CO OF VIRGINIA	$220.887.006	2.464.527	3,59%	Hisse senetleri
STATE STREET CORP	$183.654.522	2.048.801	2,99%	Hisse senetleri
CITADEL ADVISORS LLC	$153.670.211	1.714.304	2,50%	Hisse senetleri
JANE STREET GROUP, LLC	$140.053.536	1.562.400	2,28%	Satım opsiyonu
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$129.477.092	1.444.412	2,11%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$120.330.280	1.342.056	1,96%	Hisse senetleri
JENNISON ASSOCIATES LLC	$112.729.037	1.257.575	1,83%	Hisse senetleri
Balyasny Asset Management L.P.	$109.502.790	1.221.584	1,78%	Hisse senetleri
Boston Partners	$106.742.750	1.193.534	1,74%	Hisse senetleri
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$92.340.046	1.030.121	1,50%	Hisse senetleri
BARCLAYS PLC	$75.745.800	845.000	1,23%	Satım opsiyonu
AQR CAPITAL MANAGEMENT LLC	$75.642.407	843.847	1,23%	Hisse senetleri
NORGES BANK	$75.403.017	841.176	1,23%	Hisse senetleri
SCHRODER INVESTMENT MANAGEMENT GROUP	$72.458.557	797.387	1,18%	Hisse senetleri
UBS Group AG	$71.318.211	795.607	1,16%	Hisse senetleri
Clearbridge Investments, LLC	$70.485.659	786.319	1,15%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$69.098.651	770.846	1,12%	Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC.	$65.304.655	728.521	1,06%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$63.663.225	710.210	1,04%	Hisse senetleri
Qube Research & Technologies Ltd	$61.431.995	685.319	1,00%	Hisse senetleri
Gotham Asset Management, LLC	$58.151.799	648.726	0,95%	Hisse senetleri
TWO SIGMA INVESTMENTS, LP	$51.300.524	572.295	0,83%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$50.013.070	557.830	0,81%	Hisse senetleri
JANUS HENDERSON GROUP PLC	$48.086.268	535.309	0,78%	Hisse senetleri
Interval Partners, LP	$45.716.579	510.002	0,74%	Hisse senetleri
NORTHERN TRUST CORP	$45.291.865	505.264	0,74%	Hisse senetleri
Apollo Management Holdings, L.P.	$44.773.566	499.482	0,73%	Hisse senetleri
Bank of New York Mellon Corp	$39.780.896	443.785	0,65%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$37.602.366	419.482	0,61%	Hisse senetleri
SAPIENT CAPITAL LLC	$37.556.112	418.966	0,61%	Hisse senetleri
JONES FINANCIAL COMPANIES LLLP	$36.571.645	411.241	0,60%	Hisse senetleri
Long Pond Capital, LP	$35.714.279	398.419	0,58%	Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC	$33.265.025	371.096	0,54%	Hisse senetleri
Hudson Way Capital Management LLC	$32.992.361	368.054	0,54%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$32.643.902	364.167	0,53%	Hisse senetleri
Cinctive Capital Management LP	$31.092.441	346.859	0,51%	Hisse senetleri
MORGAN STANLEY	$30.608.475	341.457	0,50%	Hisse senetleri
JANE STREET GROUP, LLC	$29.427.915	328.290	0,48%	Hisse senetleri
ProShare Advisors LLC	$26.140.368	291.615	0,43%	Hisse senetleri
STOCK YARDS BANK & TRUST CO	$25.485.189	284.306	0,41%	Hisse senetleri
Solel Partners LP	$25.251.588	281.700	0,41%	Hisse senetleri
Copeland Capital Management, LLC	$23.406.527	261.117	0,38%	Hisse senetleri
Point72 Asset Management, L.P.	$22.924.623	255.741	0,37%	Hisse senetleri
Rockefeller Capital Management L.P.	$21.382.410	238.536	0,35%	Hisse senetleri
ArrowMark Colorado Holdings LLC	$20.876.797	232.896	0,34%	Hisse senetleri

Tüm 507 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 9 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi	Dosyalandı	Hisse	Durum	Amaç	Başvuru
The Duchossois Group, Inc., CDI Holdings LLC, Craig J. Duchossois ×2 başvurular	19 Aralık 2023	·	İlk başvuru	Pasif yatırım	SEC
Richard L. Duchossois, The Duchossois Group, Inc., CDI Holdings LLC, Craig J. Duchossois ×4 başvurular	02 Şubat 2021	·	İlk başvuru	Pasif yatırım	SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×9 başvurular	10 Ocak 2017	·	İlk başvuru	·	SEC
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli ×2 başvurular	01 Kasım 2012	·	İlk başvuru	·	SEC
LOUISVILLE PUBLIC WAREHOUSE COMPANY, LOUISVILLE WAREHOUSE COMPANY, JASTEKA FOUNDATION, INC., JAMES S. KARP ×2 başvurular	13 Ocak 2010	·	İlk başvuru	·	SEC
Churchill Downs Incorporated	20 Kasım 2009	·	İlk başvuru	M&A / satış	SEC
Duchossois Industries, Inc., Richard L. Duchossois, 845 Larch Acquisition Corp LLC ×2 başvurular	22 Eylül 2008	·	İlk başvuru	Pasif yatırım	SEC
Açıklanmayan raporlama kişisi	30 Nisan 2004	·	İlk başvuru	·	SEC
Açıklanmayan raporlama kişisi	30 Nisan 2004	·	İlk başvuru	·	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.

Şirket yöneticileri 47 içeriden öğrenenler · 16 yöneticiler · 15 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Net 12ay
Marcia A Dall	EVP, and CFO	19 Mart 2026 A	153.843	$0
Michael E Miller	EVP & Chief Financial Officer	25 Eylül 2006 M	10.532	$0
William E. Mudd	President and COO	19 Mart 2026 A	732.067	$0
James Edward Gay	President, Churchill Downs Int	31 Aralık 2014 F	44.823	$0
Andrew G Skehan	EVP & Chief Operating Officer	09 Kasım 2005 A	8.682	$0
John R Long	EVP & Chief Operating Officer	19 Kasım 2003 M	2.427	$0
Bradley K. Blackwell	EVP, General Counsel	05 Şubat 2026 A	30.934	$0
Maureen Adams	EVP, Gaming Operations	31 Aralık 2025 M	15.121	$0
Austin W. Miller	SVP, Gaming Operations	10 Şubat 2022 F	25.724	$0
Alan K Tse	EVP and General Counsel	24 Mart 2015 F	20.858	$0
CHURCHILL DOWNS INC	SVP,General Counsel, Secretary	09 Mayıs 2012 S	7.586	$0
Rohit Thukral	EVP, Technology Initiatives	17 Nisan 2012 F	17.073	$0
Rebecca C Reed	Sr. VP, Chief Compl. Officer	03 Mart 2011 A	2.611	$0
Steven P Sexton	Executive Vice President	09 Kasım 2010 F	5.757	$0
Michael W Anderson	VP Finance and Treasurer	26 Eylül 2007 A	219	$0
Karl F Schmitt JR	SVP, Special Projects	05 Mayıs 2006 M	3.238	$0
Douglas C Grissom	Yönetim kurulu üyesi	30 Eylül 2026 A	43.460	$0
Andrea M Carter	Yönetim kurulu üyesi	21 Nisan 2026 A	7.958	$0
Karole Lloyd	Yönetim kurulu üyesi	21 Nisan 2026 A	40.317	$0
Richard Alex Rankin	Yönetim kurulu üyesi	21 Nisan 2026 A	101.468	$0
HARRINGTON DANIEL P	Yönetim kurulu üyesi	21 Nisan 2026 A	1.145.352	$0
Ulysses L Bridgeman Jr	Yönetim kurulu üyesi	03 Ocak 2025 A	51.771	$0
Robert L Fealy	Yönetim kurulu üyesi	23 Nisan 2024 A	119.942	$0
Aditi Gokhale	Yönetim kurulu üyesi	06 Ocak 2017 A	1.543	$0
MCDONALD JAMES F	Yönetim kurulu üyesi	27 Nisan 2016 M	12.320	$0
Leonard S Coleman JR	Yönetim kurulu üyesi	22 Nisan 2014 A	5.352	$0
Darrell R. Wells	Yönetim kurulu üyesi	06 Ocak 2014 A	140.000	$0
Michael Brodsky	Yönetim kurulu üyesi	23 Ocak 2012 A	13.915	$0
Carl F Pollard	Yönetim kurulu üyesi	16 Temmuz 2010 A	65.635	$0
David J Grissom	Yönetim kurulu üyesi	04 Aralık 2009 G	45.100	$0
Susan Elizabeth Packard	Yönetim kurulu üyesi	20 Kasım 2009 A	2.945	$0
Paul C Varga	·	21 Nisan 2026 A	35.556	$0
William C Carstanjen	·	05 Şubat 2026 A	1.685.609	$0
Richard L Duchossois	·	04 Ocak 2019 A	8.608	$0
Craig J Duchossois	·	30 Mart 2018 A	16.871	$0
Robert L Evans	·	12 Şubat 2018 S	58.022	$0
Paul J Thelen	·	09 Ocak 2018 F	176.774	$0
Watts G Humphrey JR	·	05 Ocak 2018 A	56.449	$0
Seth W Hancock	·	30 Haziran 2008 A	0	$0
Donald R Richardson	·	13 Kasım 2007 S	9.748	$0
Randall Edward Soth	·	21 Eylül 2007 M	272	$0
Kenneth C Dunn	·	15 Haziran 2007 M	5.974	$0
MEEKER THOMAS H	·	20 Mart 2006 M	45.884	$0
Timothy N Scott	·	09 Kasım 2005 A	1.757	$0
Clifford C Goodrich	·	09 Kasım 2005 A	4.789	$0
Frederick M Baedeker JR	·	30 Ağustos 2005 M	1.574	$0
Alexander M Waldrop	·	05 Ocak 2005 M	8.786	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 70 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon	Ağırlık	Birimler	Tarih itibarıyla	Kaynak
RSMC · Tidal Trust III	2,33%	211.094 NS	31 Temmuz 2026	N-PORT
BUL · Pacer Funds Trust	0,75%	11.706 NS	31 Temmuz 2026	N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe…	0,69%	5.376.000	02 Ekim 2026	Günlük
FXD · First Trust Exchange-Traded AlphaDE…	0,56%	17.956 NS	31 Temmuz 2026	N-PORT
SMDX · Tidal Trust III	0,39%	6.045 NS	31 Temmuz 2026	N-PORT
RFG · Invesco Exchange-Traded Fund Trust	0,34%	15.170 SH	02 Ekim 2026	Günlük
IVOG · VANGUARD ADMIRAL FUNDS	0,31%	65.333 SH	19 Ağustos 2026	Günlük
PRFZ · Invesco Exchange-Traded Fund Trust	0,19%	66.582 SH	02 Ekim 2026	Günlük
ISCG · iShares Trust	0,18%	21.244 SH	11 Eylül 2026	Günlük
PKW · Invesco Exchange-Traded Fund Trust	0,18%	40.871 SH	02 Ekim 2026	Günlük
QVMM · Invesco Exchange-Traded Fund Trust …	0,17%	9.168 SH	02 Ekim 2026	Günlük
VBK · VANGUARD INDEX FUNDS	0,16%	876.192 SH	19 Ağustos 2026	Günlük
IVOO · VANGUARD ADMIRAL FUNDS	0,16%	106.837 SH	19 Ağustos 2026	Günlük
PTMC · Pacer Funds Trust	0,16%	7.346 NS	31 Temmuz 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,15%	10.240 NS	31 Temmuz 2026	N-PORT
FDIS · FIDELITY COVINGTON TRUST	0,14%	27.980 NS	31 Temmuz 2026	N-PORT
VCR · VANGUARD WORLD FUND	0,14%	110.689 SH	19 Ağustos 2026	Günlük
FSMD · FIDELITY COVINGTON TRUST	0,14%	41.251 NS	31 Temmuz 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,13%	9.646 NS	31 Temmuz 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,12%	29.289 NS	31 Temmuz 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,12%	973 NS	31 Temmuz 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0,11%	18.611 SH	02 Ekim 2026	Günlük
FTLS · First Trust Exchange-Traded Fund III	0,10%	29.159 NS	31 Temmuz 2026	N-PORT
IYC · iShares Trust	0,09%	13.181 SH	11 Eylül 2026	Günlük
JIII · Janus Detroit Street Trust	0,09%	2.027 NS	31 Temmuz 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,08%	8.342 NS	31 Temmuz 2026	N-PORT
SMMD · iShares Trust	0,08%	35.258 SH	11 Eylül 2026	Günlük
VXF · VANGUARD INDEX FUNDS	0,07%	759.953 SH	19 Ağustos 2026	Günlük
VB · VANGUARD INDEX FUNDS	0,07%	1.518.792 SH	19 Ağustos 2026	Günlük
ESML · iShares Trust	0,06%	19.884 SH	11 Eylül 2026	Günlük
EQAL · Invesco Exchange-Traded Fund Trust …	0,06%	6.029 SH	02 Ekim 2026	Günlük
RECS · Columbia ETF Trust I	0,05%	37.010 NS	31 Temmuz 2026	N-PORT
WSML · iShares Trust	0,05%	3.979 SH	11 Eylül 2026	Günlük
FAD · First Trust Exchange-Traded AlphaDE…	0,04%	3.075 NS	31 Temmuz 2026	N-PORT
IWS · iShares Trust	0,04%	82.403 SH	11 Eylül 2026	Günlük
IWR · iShares Trust	0,04%	269.878 SH	11 Eylül 2026	Günlük
DFAS · Dimensional ETF Trust	0,03%	55.313 NS	31 Temmuz 2026	N-PORT
VIG · VANGUARD SPECIALIZED FUNDS	0,03%	374.064 SH	19 Ağustos 2026	Günlük
IWP · iShares Trust	0,02%	57.556 SH	11 Eylül 2026	Günlük
PFM · Invesco Exchange-Traded Fund Trust	0,02%	1.985 SH	02 Ekim 2026	Günlük
IUSG · iShares Trust	0,01%	59.254 SH	11 Eylül 2026	Günlük
IWD · iShares Trust	0,01%	123.121 SH	11 Eylül 2026	Günlük
NEAR · iShares U.S. ETF Trust	0,01%	555.000 SH	09 Eylül 2026	Günlük
VTI · VANGUARD INDEX FUNDS	0,01%	2.102.720 SH	19 Ağustos 2026	Günlük
VONE · VANGUARD SCOTTSDALE FUNDS	0,01%	10.925 SH	19 Ağustos 2026	Günlük
VONV · VANGUARD SCOTTSDALE FUNDS	0,01%	33.453 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	5.576 SH	19 Ağustos 2026	Günlük
DFAC · Dimensional ETF Trust	0,01%	50.780 NS	31 Temmuz 2026	N-PORT
TILT · FlexShares Trust	0,01%	2.054 NS	31 Temmuz 2026	N-PORT
IYY · iShares Trust	0,01%	2.843 SH	11 Eylül 2026	Günlük
IWB · iShares Trust	0,01%	45.101 SH	11 Eylül 2026	Günlük
ITOT · iShares Trust	0,01%	84.838 SH	11 Eylül 2026	Günlük
IWV · iShares Trust	0,01%	17.833 SH	11 Eylül 2026	Günlük
DFUS · Dimensional ETF Trust	0,01%	15.727 NS	31 Temmuz 2026	N-PORT
DGRO · iShares Trust	0,01%	33.213 SH	11 Eylül 2026	Günlük
DXUV · Dimensional ETF Trust	0,01%	393 NS	31 Temmuz 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	8.548 NS	31 Temmuz 2026	N-PORT
IWF · iShares Trust	0,00%	37.526 SH	11 Eylül 2026	Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	51.540 SH	19 Ağustos 2026	Günlük
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	16.104 SH	19 Ağustos 2026	Günlük
VGHY · VANGUARD FIXED INCOME SECURITIES FU…	·	·	15 Temmuz 2026	Günlük
VCRB · VANGUARD MALVERN FUNDS	·	·	15 Temmuz 2026	Günlük
VPLS · VANGUARD MALVERN FUNDS	·	·	15 Temmuz 2026	Günlük
VSDB · VANGUARD MALVERN FUNDS	·	·	15 Temmuz 2026	Günlük
VGMS · VANGUARD MALVERN FUNDS	·	·	15 Temmuz 2026	Günlük
IJH · iShares Trust	·	2.323.436 SH	11 Eylül 2026	Günlük
IJK · iShares Trust	·	383.988 SH	11 Eylül 2026	Günlük
XJH · iShares Trust	·	9.071 SH	08 Eylül 2026	Günlük
ISCB · iShares Trust	·	2.995 SH	11 Eylül 2026	Günlük
SMMV · iShares Trust	·	7.126 SH	19 Ağustos 2026	Günlük

CHDN Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 18 analist AL

Medyan hedef $128.00 +68,3%

5 27,8% Güçlü Al

12 66,7% Al

1 5,6% Tut

0 0,0% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

12 analist · 2026-10-01

Ortalama hedef $130.83 +72,0%

← Tüm hedeflerin altında Mevcut fiyat $76.05

Düşük$100.00 Ortalama$130.83 Yüksek$157.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
CHDN	$7.92B	8.0	7.0%	13.1%	37.3%	·
WYNN	$12.51B	38.3	0.14%	4.6%	-131.0%	·
DKNG	·	-3446.0	27.0%	0.06%	0.45%	·
MGM	$9.43B	48.0	1.7%	1.2%	7.5%	·
CZR	$4.74B	-9.7	2.1%	-4.4%	-13.1%	·
RRR	·	19.9	3.7%	9.3%	88.8%	·
BYD	$6.51B	3.8	4.1%	45.1%	88.0%	·
RSI	·	62.7	22.8%	2.9%	29.5%	·
SBET	$1.76B	-1.2	666.1%	-2618.4%	-51.2%	·
MCRI	$1.71B	17.6	4.4%	18.6%	18.8%	23.4%
PENN	·	-2.5	5.8%	-12.1%	-35.9%	·

Son Haberler Bu şirketten bahseden son manşetler

23

London Company Small-Mid Cap Strategy Remains Confident on Churchill Downs Incorporated (CHDN) Despite Market Fears Yahoo Finance · 3 ay, 3 hafta önce Churchill Downs (CHDN) Büyüme İçin Bölgesel Kumarhane Portföyünü Elden Çıkarmayı Hedefliyor Yahoo Finance · 4 ay, 1 hafta önce Churchill Downs 1. Çeyrek Kazanç Konferansı Özetleri Yahoo Finance · 5 ay, 1 hafta önce Churchill Downs Incorporated (CHDN) Şu anda Alınması İçin İyi Bir Hisse mi? Yahoo Finance · 6 ay, 1 hafta önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

BLUECHIP_DIP Zarar durduruldu Haz 1

risk 1 ödül 3,14

giriş $88.69 R:R 3,14

BOUNCE_UP Zarar durduruldu Ara 19

risk 1 ödül 2,00

giriş $115.75 R:R 2,00

BOUNCE_UP Zarar durduruldu Eki 7

risk 1 ödül 1,50

giriş $91.64 R:R 1,50

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

CHDN Churchill Downs, Incorporated - Common Stock