ACA Arcosa, Inc. Common Stock
NYSE · Construction · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 八月 5, 2026
$146.50
· % 处于52周区间
· 高于低点
· 至高点
$89.0352周低点
$146.9252周高点
市值
$7.18B
P/E (TTM)
14.7
EPS (TTM)
$9.98
收入 (TTM)
$2.74B
ACA 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$146.50
市值
$7.18B
P/E (TTM)
14.7
EPS (TTM)
$9.98
收入 (TTM)
$2.74B
股息收益率
0.14%
ROE (TTM)
17.9%
52周区间
$89–$147
ACA 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
10年表现 收入、净利润、利润率和每股收益趋势
收入$2.88B2019-12-31 → 2025-12-31
EPS$4.242019-12-31 → 2025-12-31
自由现金流$176M2019-12-31 → 2025-12-31
净利率17.9%2019-12-31 → 2025-12-31
估值与比率
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
| 指标 | 5年趋势 | ACA | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 14.7 | · | 33.0 | 低估 | |
| P/S | 2.5 | · | 1.9 | 公允价值 | |
| P/B (市净率) | 2.7 | · | 8.9 | 低估 | |
| Price / FCF (股价/自由现金流) | 40.9 | · | · | · | |
| Price / Cash Flow (市现率) | 21.0 | · | 21.4 | 低估 | |
| Price / Tangible Book (市净率（有形资产）) | 7.3 | · | · | · | |
| PEG Ratio (市盈率增长比) | ≈1.0 | · | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | ACA | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 23.0% | · | 17.4% | 顶尖 | |
| 营业利润率 (TTM) | 11.8% | · | 9.1% | 顶尖 | |
| 息税折旧摊销前利润率 (TTM) | 19.9% | · | 8.3% | 顶尖 | |
| 税前利润率 (TTM) | 8.4% | · | 7.7% | 顶尖 | |
| 净利润率 (TTM) | 17.9% | · | 6.3% | 顶尖 | |
| ROA (TTM) | 9.5% | · | 5.5% | 弱 | |
| ROE (TTM) | 17.9% | · | 19.8% | 弱 | |
| ROIC | 11.2% | · | 18.5% | 弱 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
| 指标 | 5年趋势 | ACA | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 3.1 | · | 1.6 | 流动性强 | |
| Quick Ratio (速动比率) | 1.3 | · | 1.0 | 流动性强 |
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | ACA | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 12.2% | · | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 8.7% | · | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 8.3% | · | · | · | |
| EPS YoY | 122.0% | · | · | · | |
| Net Income YoY (净利润同比增长) | 122.4% | · | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | -5.7% | · | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 14.2% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | -5.3% | · | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 14.3% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | ACA | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.6 | · | 1.3 | 弱 | |
| Inventory Turnover (库存周转率) | 5.7 | · | 48.8 | 弱 | |
| Receivables Turnover (应收账款周转率) | 7.5 | · | 6.1 | 顶尖 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$451.2K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
股息 收益率、派息率、股息历史、5年CAGR
股息收益率0.14%
派息率4.8%
年度化派息≈$0.20
5年股息复合年增长率 (CAGR)≈0.00%
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 七月 15, 2026 | $0.05 | USD | ≈0.14% |
| 四月 15, 2026 | $0.05 | USD | ≈0.18% |
| 一月 15, 2026 | $0.05 | USD | ≈0.17% |
| 十月 15, 2025 | $0.05 | USD | ≈0.22% |
| 七月 15, 2025 | $0.05 | USD | ≈0.23% |
| 四月 15, 2025 | $0.05 | USD | ≈0.26% |
| 一月 15, 2025 | $0.05 | USD | ≈0.20% |
| 十月 15, 2024 | $0.05 | USD | ≈0.21% |
| 七月 15, 2024 | $0.05 | USD | ≈0.23% |
| 四月 12, 2024 | $0.05 | USD | ≈0.25% |
| 一月 11, 2024 | $0.05 | USD | ≈0.25% |
| 十月 12, 2023 | $0.05 | USD | ≈0.29% |
| 七月 13, 2023 | $0.05 | USD | ≈0.26% |
| 四月 13, 2023 | $0.05 | USD | ≈0.33% |
| 一月 12, 2023 | $0.05 | USD | ≈0.34% |
| 十月 13, 2022 | $0.05 | USD | ≈0.34% |
| 七月 14, 2022 | $0.05 | USD | ≈0.45% |
| 四月 13, 2022 | $0.05 | USD | ≈0.36% |
| 一月 13, 2022 | $0.05 | USD | ≈0.38% |
| 十月 14, 2021 | $0.05 | USD | ≈0.38% |
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
41.4%
下次报告
十月 28, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 八月 5, 2026 | $1.13 | $1.20 | -6.1% |
| 2026年3月31日 | $0.81 | $0.37 | 116.2% | |
| 2025年12月31日 | $1.15 | $0.93 | 24.2% | |
| 2025年9月30日 | $1.56 | $1.35 | 15.6% | |
| 2025年6月30日 | $1.27 | $1.08 | 17.6% | |
| 2025年3月31日 | $0.49 | $0.19 | 162.3% | |
| 2024年12月31日 | $0.46 | $0.77 | -40.3% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.88B | $2.57B | $2.31B | $2.24B | $2.04B | $1.94B | $1.74B | $1.46B | $1.46B | $1.70B | |
| Cost of Revenue | $2.24B | $2.05B | $1.86B | $1.83B | $1.68B | $1.55B | $1.40B | $1.19B | $1.17B | $1.36B | |
| Gross Profit | $647M | $515M | $444M | · | · | · | · | · | · | · | |
| SG&A Expense | $307M | $320M | $261M | $263M | $256M | $223M | $180M | $154M | $163M | $147M | |
| Operating Expenses | $305M | $318M | $226M | $1.89B | $1.93B | $1.78B | $1.58B | $1.37B | $1.33B | $1.50B | |
| Operating Income | $342M | $198M | $217M | $349M | $107M | $152M | $153M | $95M | $132M | $201M | |
| Interest Expense | · | · | $28M | $31M | $23M | $11M | $7M | $900.0K | $0 | $0 | |
| Other Non-op | $2M | $-4M | $2M | $-2M | $-300.0K | $-3M | $700.0K | $1M | $-2M | $-4M | |
| Pretax Income | $241M | $130M | $196M | $316M | $84M | $138M | $147M | $95M | $130M | $197M | |
| Income Tax | $33M | $36M | $37M | $70M | $14M | $32M | $34M | $19M | $40M | $74M | |
| Net Income | $208M | $94M | $159M | $246M | $70M | $107M | $113M | $76M | $90M | $123M | |
| EPS (Basic) | $4.25 | $1.92 | $3.27 | $5.08 | $1.44 | $2.20 | $2.34 | $1.55 | $1.84 | $2.52 | |
| EPS (Diluted) | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 | $2.18 | $2.32 | $1.54 | $1.84 | $2.52 | |
| Shares (Basic) | 48,900,000 | 48,600,000 | 48,500,000 | 48,200,000 | 48,100,000 | 48,000,000 | 47,900,000 | 48,800,000 | 48,800,000 | 48,800,000 | |
| Shares (Diluted) | 49,000,000 | 48,800,000 | 48,700,000 | 48,500,000 | 48,600,000 | 48,500,000 | 48,400,000 | 48,900,000 | 48,800,000 | 48,800,000 | |
| EBITDA | $565M | $393M | $377M | $503M | $252M | $266M | $239M | $162M | · | · |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $215M | $187M | $105M | $160M | $73M | $96M | $240M | $99M | $7M | $14M | |
| Receivables | $413M | $350M | $357M | $334M | $311M | $260M | $200M | $291M | $165M | · | |
| Inventory | $336M | $360M | $402M | $316M | $324M | $277M | $283M | $252M | $247M | · | |
| Other Current Assets | $50M | $57M | $48M | $46M | $60M | $32M | $34M | $24M | $10M | · | |
| Current Assets | $1.11B | $954M | $912M | $857M | $768M | $665M | $757M | $667M | $429M | · | |
| PP&E (Net) | $2.05B | $2.13B | $1.34B | $1.20B | $1.20B | $913M | $816M | $803M | $583M | · | |
| PP&E (Gross) | $3.01B | $3.06B | $2.27B | $2.01B | $1.96B | $1.59B | $1.41B | $1.33B | $1.06B | · | |
| Accum. Depreciation | $960M | $930M | $933M | $811M | $763M | $681M | $590M | $526M | $482M | · | |
| Goodwill | $1.33B | $1.36B | $991M | $958M | $935M | $794M | $622M | $615M | $494M | · | |
| Intangibles | $311M | $338M | $271M | $256M | $220M | $213M | $52M | $55M | $64M | · | |
| Other Non-current Assets | $112M | $130M | $61M | $60M | $50M | $46M | $41M | $80M | $88M | · | |
| Total Assets | $4.99B | $4.92B | $3.58B | $3.34B | $3.19B | $2.65B | $2.30B | $2.17B | $1.60B | $1.53B | |
| Accounts Payable | $213M | $237M | $272M | $191M | $185M | $144M | $90M | $86M | $56M | · | |
| Accrued Liabilities | $170M | $166M | $117M | $122M | $146M | $115M | $119M | $100M | $118M | · | |
| Current Liabilities | $504M | $516M | $431M | $368M | $364M | $310M | $284M | $210M | $174M | · | |
| Capital Leases | $51M | $55M | $30M | $30M | $19M | $16M | · | · | · | · | |
| Deferred Tax | $231M | $201M | $180M | $176M | $134M | $113M | $66M | $51M | $2M | · | |
| Other Non-current Liabilities | $92M | $94M | $73M | $77M | $72M | $83M | $58M | $36M | $9M | · | |
| Total Liabilities | $2.34B | $2.49B | $1.25B | $1.16B | $1.23B | $754M | $512M | $488M | $195M | · | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $0 | · | |
| Paid-in Capital | $1.71B | $1.70B | $1.68B | $1.68B | $1.69B | $1.69B | $1.69B | $1.69B | $0 | · | |
| Retained Earnings | $947M | $749M | $665M | $516M | $280M | $220M | $123M | $20M | $0 | · | |
| Treasury Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4M | $0 | · | |
| AOCI | $-16M | $-18M | $-16M | $-16M | $-19M | $-22M | $-20M | $-18M | $-20M | · | |
| Stockholders' Equity | $2.64B | $2.43B | $2.33B | $2.18B | $1.95B | $1.89B | $1.79B | $1.68B | $1.41B | $1.34B | |
| Liabilities + Equity | $4.99B | $4.92B | $3.58B | $3.34B | $3.19B | $2.65B | $2.30B | $2.17B | $1.60B | · | |
| Shares Outstanding | 49,000,000 | 48,800,000 | 48,600,000 | 48,400,000 | 48,300,000 | 48,200,000 | 48,300,000 | 48,800,000 | 0 | · |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $223M | $195M | $160M | $154M | $144M | $114M | $86M | $68M | $66M | $66M | |
| Stock-based Comp | $26M | $24M | $24M | $19M | $18M | $20M | $15M | $10M | $9M | $10M | |
| Deferred Tax | $26M | $25M | $32M | $45M | $12M | $10M | $17M | $22M | $10M | $23M | |
| Amort. of Intangibles | $27M | $26M | $21M | $20M | $18M | $13M | $3M | $5M | $5M | $5M | |
| Other Non-cash | $-143M | $164M | $-113M | $-290M | $-77M | $9M | $128M | $-57M | · | · | |
| Operating Cash Flow | $341M | $502M | $261M | $174M | $166M | $260M | $359M | $118M | $162M | $228M | |
| CapEx | $166M | $190M | $204M | $138M | $85M | $82M | $85M | $45M | $82M | $85M | |
| Investing Cash Flow | $-121M | $-1.51B | $-286M | $91M | $-570M | $-528M | $-109M | $-364M | $-126M | $-80M | |
| Stock Repurchased | $0 | $0 | $14M | $15M | $9M | $8M | $11M | $3M | $0 | $0 | |
| Net Stock Activity | $0 | $0 | $-14M | $-15M | $-9M | $-8M | · | $-4M | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $2M | · | · | |
| Financing Cash Flow | $-192M | $1.09B | $-31M | $-178M | $381M | $124M | $-108M | $339M | $-43M | $-144M | |
| Net Change in Cash | $27M | $82M | $-56M | $88M | $-23M | $-145M | $141M | $93M | $-7M | $4M | |
| Taxes Paid | $26M | $-5M | $14M | $22M | $3M | $37M | $19M | $600.0K | $0 | $0 | |
| Free Cash Flow | $176M | $312M | $58M | $36M | $81M | $178M | $273M | $74M | · | · | |
| Levered FCF | · | · | $35M | $12M | $62M | $170M | $268M | $73M | · | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 22.4% | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 11.9% | 7.7% | 9.4% | 15.6% | 5.3% | 7.8% | 8.8% | 6.5% | · | · | |
| Net Margin | 7.2% | 3.6% | 6.9% | 11.0% | 3.4% | 5.5% | 6.5% | 5.2% | · | · | |
| Pretax Margin | 8.4% | 5.1% | 8.5% | 14.1% | 4.1% | 7.1% | 8.5% | 6.5% | · | · | |
| EBITDA Margin | 19.6% | 15.3% | 16.3% | 22.4% | 12.4% | 13.8% | 13.7% | 11.1% | · | · | |
| ROA | 4.2% | 2.0% | 4.6% | 7.5% | 2.4% | 4.3% | 5.1% | 4.0% | · | · | |
| ROE | 8.1% | 3.9% | 6.9% | 11.7% | 3.6% | 5.7% | 6.4% | 4.9% | · | · | |
| ROIC | 11.2% | 5.9% | 7.6% | 12.4% | 4.6% | 6.2% | 6.6% | 4.5% | · | · |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 1.8 | 2.1 | 2.3 | 2.1 | 2.1 | 2.7 | 2.8 | · | · | |
| Quick Ratio | 1.3 | 1.0 | 1.1 | 1.3 | 1.1 | 1.1 | 1.6 | 1.7 | · | · | |
| Interest Coverage | · | · | 7.7 | 11.3 | 4.6 | 14.3 | 22.5 | 105.4 | · | · |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | · | · | |
| Inventory Turnover | 5.7 | 5.4 | 5.2 | 5.7 | 5.6 | 5.5 | 5.2 | 4.8 | · | · | |
| Receivables Turnover | 7.5 | 7.3 | 6.7 | 7.0 | 7.1 | 8.4 | 7.1 | 6.4 | · | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.91 | $49.76 | $47.98 | $45.13 | $40.44 | $39.26 | $37.07 | $35.09 | · | · | |
| Revenue / Share | $58.84 | $52.66 | $47.39 | $46.24 | $41.90 | $39.91 | $35.89 | $29.86 | · | · | |
| Cash Flow / Share | $6.96 | $10.29 | $5.36 | $3.59 | $3.43 | $5.36 | $7.41 | $2.42 | · | · | |
| Cash / Share | $4.38 | $3.84 | $2.16 | $3.31 | $1.51 | $1.99 | $4.98 | $2.07 | · | · | |
| Dividend / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.05 | $0.00 | $0.00 | |
| EPS (TTM) | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 | $2.18 | $2.32 | $1.54 | · | · |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 11.3% | 2.9% | 10.1% | 5.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.7% | 8.1% | 6.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.3% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 122.0% | -41.4% | -35.4% | 255.6% | -34.9% | · | · | · | · | · | |
| EPS CAGR 3Y | -5.7% | 10.4% | 14.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 122.4% | -41.1% | -35.2% | 253.2% | -34.7% | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.3% | 10.4% | 14.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 0.40% | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.88B | $2.57B | $2.31B | $2.24B | $2.04B | $1.94B | $1.74B | $1.46B | · | · | |
| Net Income TTM | $208M | $94M | $159M | $246M | $70M | $107M | $113M | $76M | · | · | |
| Market Cap | $5.21B | $4.72B | $4.02B | $2.63B | $2.55B | $2.65B | $2.15B | $1.33B | · | · | |
| P/E | 25.1 | 50.6 | 25.3 | 10.8 | 37.1 | 25.2 | 19.2 | 18.0 | · | · | |
| P/S | 1.8 | 1.8 | 1.7 | 1.2 | 1.2 | 1.4 | 1.2 | 0.9 | · | · | |
| P/B | 2.0 | 1.9 | 1.7 | 1.2 | 1.3 | 1.4 | 1.2 | 0.8 | · | · | |
| P / Tangible Book | 5.3 | 6.5 | 3.8 | 2.7 | 3.2 | 3.0 | · | · | · | · | |
| P / Cash Flow | 15.3 | 9.4 | 15.4 | 15.1 | 15.3 | 10.2 | 6.0 | 11.2 | · | · | |
| P / FCF | 29.7 | 15.1 | 69.8 | 72.5 | 31.3 | 14.9 | 7.9 | 18.0 | · | · | |
| Dividend Yield | 0.19% | 0.21% | 0.24% | 0.37% | 0.39% | 0.37% | 0.46% | 0.18% | · | · | |
| Earnings Yield | 4.0% | 2.0% | 3.9% | 9.3% | 2.7% | 4.0% | 5.2% | 5.6% | · | · | |
| Payout Ratio | 4.8% | 10.3% | 6.2% | 4.0% | 14.1% | 9.2% | 8.7% | · | · | · | |
| Annual Payout | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $2M | · | · |
损益表
| 指标 | 趋势 | 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 | $659M | $572M | $717M | $798M | $648M | $548M | $666M | $640M | $665M | $599M | $582M | $592M | $585M | $549M | $500M | $604M | |
| Cost of Revenue | $503M | $451M | $553M | $606M | $497M | $440M | $537M | $504M | $527M | $487M | $475M | $485M | $464M | $441M | $420M | $489M | |
| Gross Profit | $156M | $121M | $164M | $192M | $150M | $108M | $129M | $137M | $138M | · | · | · | · | · | · | · | |
| SG&A Expense | $89M | $76M | $78M | $82M | $70M | $71M | $89M | $82M | $80M | $69M | $67M | $61M | $71M | · | · | · | |
| Operating Expenses | · | · | · | · | · | $576M | $-1.43B | $607M | $598M | $545M | $-913M | $543M | $534M | $62M | $1.70B | $68M | |
| Operating Income | $84M | $47M | $79M | $112M | $82M | $41M | $43M | $34M | $67M | $53M | $43M | $48M | $51M | $75M | $208M | $49M | |
| Interest Expense | $23M | $24M | · | $27M | $28M | $28M | · | $16M | $11M | $8M | · | $7M | $7M | $7M | · | $9M | |
| Other Non-op | $-3M | $-100.0K | $-2M | $100.0K | $2M | $-100.0K | $-400.0K | $-3M | $-3M | $2M | $-4M | $1M | $3M | $2M | $-700.0K | $200.0K | |
| Pretax Income | $62M | $25M | $55M | $87M | $57M | $14M | $10M | $19M | $53M | $47M | $36M | $43M | $46M | $70M | $200M | $41M | |
| Income Tax | $11M | $1M | $3M | $14M | $6M | $3M | $18M | $2M | $8M | $8M | $9M | $8M | $6M | $14M | $45M | $9M | |
| Net Income | $328M | $38M | $52M | $73M | $60M | $24M | $-8M | $17M | $46M | $39M | $27M | $36M | $41M | $56M | $155M | $32M | |
| EPS (Basic) | $6.68 | $0.77 | $1.06 | $1.49 | $1.22 | $0.48 | $-0.16 | $0.34 | $0.93 | $0.81 | $0.55 | $0.73 | $0.84 | $1.15 | $3.20 | $0.66 | |
| EPS (Diluted) | $6.67 | $0.77 | $1.06 | $1.48 | $1.22 | $0.48 | $-0.16 | $0.34 | $0.93 | $0.80 | $0.56 | $0.72 | $0.84 | $1.14 | $3.19 | $0.66 | |
| Shares (Basic) | 49,100,000 | 49,000,000 | · | 49,000,000 | 48,900,000 | 48,700,000 | · | 48,700,000 | 48,600,000 | 48,500,000 | · | 48,700,000 | 48,500,000 | 48,300,000 | · | 48,300,000 | |
| Shares (Diluted) | 49,200,000 | 49,200,000 | · | 49,100,000 | 49,000,000 | 49,200,000 | · | 48,800,000 | 48,700,000 | 48,900,000 | · | 48,800,000 | 48,700,000 | 48,800,000 | · | 48,500,000 | |
| EBITDA | · | $101M | · | $168M | $151M | $109M | · | $34M | $67M | $96M | · | $48M | $51M | $114M | · | $49M |
资产负债表
| 指标 | 趋势 | 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 | $432M | $153M | $215M | $220M | $190M | $168M | $187M | $757M | $104M | $176M | · | $155M | $198M | $149M | · | $112M | |
| Receivables | $559M | $414M | $418M | $480M | $477M | $428M | $350M | $396M | $443M | $366M | · | $390M | $386M | $394M | · | $326M | |
| Inventory | $364M | $350M | $424M | $421M | $407M | $365M | $360M | $360M | $406M | $404M | · | $361M | $355M | $328M | · | $329M | |
| Other Current Assets | $56M | $52M | $50M | $51M | $43M | $51M | $57M | $46M | $38M | $47M | · | $45M | $36M | $42M | · | $41M | |
| Current Assets | $1.41B | $1.13B | $1.11B | $1.17B | $1.12B | $1.01B | $954M | $1.56B | $991M | $994M | · | $952M | $975M | $913M | · | $923M | |
| PP&E (Net) | $2.10B | $2.10B | $2.10B | $2.09B | $2.10B | $2.12B | $2.13B | $1.38B | $1.42B | $1.36B | · | $1.25B | $1.23B | $1.21B | · | $1.17B | |
| PP&E (Gross) | $3.14B | $3.10B | $3.18B | $3.14B | $3.12B | $3.09B | $3.06B | $2.26B | $2.41B | $2.32B | · | $2.16B | $2.11B | $2.05B | · | $1.96B | |
| Accum. Depreciation | $1.04B | $995M | $1.09B | $1.05B | $1.02B | $971M | $930M | $883M | $994M | $962M | · | $901M | $873M | $841M | · | $784M | |
| Goodwill | $1.35B | $1.34B | $1.35B | $1.35B | $1.34B | $1.34B | $1.36B | $1.01B | $1.02B | $984M | · | $967M | $967M | $976M | · | $959M | |
| Intangibles | $312M | $304M | $311M | $318M | $324M | $331M | $338M | $306M | $313M | $266M | · | $247M | $252M | $251M | · | $261M | |
| Other Non-current Assets | $125M | $113M | $114M | $124M | $124M | $128M | $130M | $93M | $58M | $60M | · | $60M | $59M | $58M | · | $58M | |
| Total Assets | $5.30B | $5.00B | $4.99B | $5.05B | $5.01B | $4.93B | $4.92B | $4.36B | $3.81B | $3.67B | $3.58B | $3.49B | $3.50B | $3.42B | $3.34B | $3.38B | |
| Accounts Payable | $224M | $230M | $259M | $319M | $298M | $284M | $237M | $243M | $264M | $276M | · | $245M | $239M | $206M | · | $222M | |
| Accrued Liabilities | $192M | $142M | $179M | $180M | $161M | $144M | $166M | $156M | $127M | $113M | · | $122M | $126M | $116M | · | $135M | |
| Current Liabilities | $452M | $490M | $504M | $580M | $528M | $510M | $516M | $432M | $429M | $435M | · | $405M | $421M | $380M | · | $423M | |
| Capital Leases | $64M | $51M | $52M | $54M | $52M | $54M | $55M | $25M | $27M | $28M | · | $30M | $31M | $30M | · | $26M | |
| Deferred Tax | · | · | $231M | · | · | · | $201M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $107M | $93M | $95M | $94M | $90M | $92M | $94M | $59M | $66M | $72M | · | $72M | $75M | $76M | · | $75M | |
| Total Liabilities | $2.32B | $2.35B | $2.34B | $2.47B | $2.50B | $2.48B | $2.49B | $1.92B | $1.39B | $1.29B | · | $1.17B | $1.22B | $1.17B | · | $1.35B | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | $500.0K | $500.0K | $500.0K | · | $500.0K | |
| Paid-in Capital | $1.69B | $1.72B | $1.71B | $1.70B | $1.70B | $1.70B | $1.70B | $1.69B | $1.69B | $1.69B | · | $1.69B | $1.69B | $1.69B | · | $1.71B | |
| Retained Earnings | $1.31B | $983M | $947M | $898M | $827M | $770M | $749M | $759M | $745M | $702M | · | $640M | $607M | $569M | · | $363M | |
| Treasury Stock | · | $30M | · | $100.0K | · | $2M | · | $800.0K | · | $1M | · | $200.0K | · | $500.0K | · | $25M | |
| AOCI | $-17M | $-17M | $-16M | $-17M | $-17M | $-18M | $-18M | $-17M | $-17M | $-17M | · | $-17M | $-16M | $-16M | · | $-16M | |
| Stockholders' Equity | $2.98B | $2.65B | $2.64B | $2.58B | $2.51B | $2.45B | $2.43B | $2.43B | $2.42B | $2.37B | $2.33B | $2.32B | $2.28B | $2.24B | $2.18B | $2.03B | |
| Liabilities + Equity | $5.30B | $5.00B | $4.99B | $5.05B | $5.01B | $4.93B | $4.92B | $4.36B | $3.81B | $3.67B | · | $3.49B | $3.50B | $3.42B | · | $3.38B | |
| Shares Outstanding | · | · | 49,000,000 | · | · | · | 48,800,000 | · | · | · | · | · | · | · | · | · |
现金流
| 指标 | 趋势 | 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 | $58M | $54M | $57M | $56M | $54M | $52M | $60M | $45M | $47M | $43M | $41M | $40M | $40M | $39M | $37M | $40M | |
| Stock-based Comp | $6M | $6M | $7M | $6M | $7M | $6M | $5M | $5M | $7M | $7M | $6M | $6M | $7M | $6M | $4M | $5M | |
| Deferred Tax | $11M | $10M | $4M | $10M | $11M | $900.0K | $10M | $300.0K | $7M | $7M | $18M | $1M | $6M | $7M | $25M | $7M | |
| Other Non-cash | · | $-35M | · | · | · | $-86M | · | · | · | $-15M | · | · | · | $-80M | · | · | |
| Operating Cash Flow | $-11M | $72M | $120M | $161M | $61M | $-700.0K | $248M | $135M | $38M | $80M | $62M | $44M | $128M | $27M | $-8M | $71M | |
| CapEx | $59M | $44M | $64M | $40M | $28M | $33M | $53M | $34M | $48M | $54M | $59M | $48M | $52M | $44M | $52M | $33M | |
| Investing Cash Flow | $379M | $-98M | $-61M | $-27M | $-22M | $-11M | $-1.26B | $-9M | $-198M | $-44M | $-154M | $-45M | $-52M | $-34M | $220M | $-31M | |
| Stock Repurchased | $0 | $18M | · | · | $0 | $0 | · | · | · | · | $14M | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-18M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $-89M | $-35M | $-64M | $-104M | $-17M | $-7M | $441M | $528M | $87M | $35M | $42M | $-41M | $-27M | $-4M | $-166M | $-6M | |
| Net Change in Cash | $279M | $-61M | $-5M | $30M | $22M | $-19M | $-570M | $653M | $-73M | $72M | $-50M | $-43M | $49M | $-11M | $46M | $35M | |
| Free Cash Flow | · | $28M | · | · | · | $-35M | · | · | · | $26M | · | · | · | $-17M | · | · | |
| Levered FCF | · | $6M | · | · | · | $-58M | · | · | · | $19M | · | · | · | $-23M | · | · |
盈利能力
| 指标 | 趋势 | 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 | · | 21.1% | · | 24.1% | 22.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | · | 8.2% | · | 14.1% | 12.9% | 8.8% | · | 5.3% | 10.1% | 8.9% | · | 8.2% | 8.7% | 13.7% | · | 8.1% | |
| Net Margin | · | 6.6% | · | 9.2% | 8.1% | 3.7% | · | 2.6% | 6.9% | 6.6% | · | 6.0% | 7.0% | 10.1% | · | 5.3% | |
| Pretax Margin | · | 4.3% | · | 10.9% | 9.5% | 4.6% | · | 3.0% | 8.0% | 7.9% | · | 7.3% | 8.0% | 12.7% | · | 6.7% | |
| EBITDA Margin | 21.6% | 17.6% | · | 21.1% | 20.5% | 17.3% | · | 5.3% | 10.1% | 16.1% | · | 8.2% | 8.7% | 20.7% | · | 8.1% | |
| ROA | 6.4% | 0.76% | · | 1.6% | 1.4% | 0.55% | · | 0.42% | 1.2% | 1.1% | · | 1.0% | 1.2% | 1.7% | · | 0.96% | |
| ROE | 12.0% | 1.5% | · | 2.9% | 2.4% | 0.98% | · | 0.70% | 1.9% | 1.7% | · | 1.6% | 1.9% | 2.6% | · | 1.6% | |
| ROIC | 2.3% | 1.7% | · | 3.6% | 3.2% | 1.8% | · | 1.2% | 2.4% | 1.9% | · | 1.7% | 2.0% | 2.7% | · | 1.9% |
流动性与偿付能力
| 指标 | 趋势 | 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 | 3.1 | 2.3 | · | 2.0 | 2.1 | 2.0 | · | 3.6 | 2.3 | 2.3 | · | 2.3 | 2.3 | 2.4 | · | 2.2 | |
| Quick Ratio | 2.2 | 1.2 | · | 1.2 | 1.3 | 1.2 | · | 2.7 | 1.3 | 1.2 | · | 1.3 | 1.4 | 1.4 | · | 1.0 | |
| Interest Coverage | 3.6 | 2.0 | · | 4.1 | 3.3 | 2.0 | · | 2.1 | 5.9 | 6.4 | · | 7.2 | 7.2 | 10.6 | · | 5.7 |
效率
| 指标 | 趋势 | 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 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.3 | · | 1.6 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | |
| Receivables Turnover | 1.3 | 1.4 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | 1.7 | 1.6 | 1.4 | · | 1.7 |
每股
| 指标 | 趋势 | 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 | $13.39 | $11.62 | · | $16.25 | $15.04 | $12.85 | · | $13.12 | $13.65 | $12.24 | · | $12.12 | $12.01 | $11.25 | · | $12.45 | |
| Cash Flow / Share | · | $1.46 | · | · | · | $-0.01 | · | · | · | $1.65 | · | · | · | $0.56 | · | · | |
| Dividend / Share | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | |
| EPS (TTM) | $9.98 | $4.53 | · | $3.02 | $1.88 | $1.59 | · | $2.63 | $3.01 | $2.92 | · | $5.89 | $5.83 | $5.78 | · | $2.04 |
估值 (TTM)
| 指标 | 趋势 | 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 | $2.74B | $2.73B | · | $2.66B | $2.50B | $2.52B | · | $2.49B | $2.44B | $2.36B | · | $2.23B | $2.24B | $2.26B | · | $2.26B | |
| Net Income TTM | $491M | $223M | · | $149M | $92M | $78M | · | $128M | $147M | $143M | · | $287M | $283M | $281M | · | $100M | |
| P/E | 14.6 | 23.4 | · | 31.0 | 46.1 | 48.5 | · | 36.0 | 27.7 | 29.4 | · | 12.2 | 13.0 | 10.9 | · | 28.0 | |
| Earnings Yield | 6.9% | 4.3% | · | 3.2% | 2.2% | 2.1% | · | 2.8% | 3.6% | 3.4% | · | 8.2% | 7.7% | 9.2% | · | 3.6% | |
| Payout Ratio | 0.76% | 6.3% | · | 3.4% | 4.2% | 10.6% | · | 14.5% | 5.5% | 6.1% | · | 7.0% | 5.9% | 4.3% | · | 7.5% | |
| Annual Payout | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 收入 | $2.88B | $2.57B | · | · | · |
| 毛利率 % | 22.4% | · | · | · | · |
| 营业利润率 % | 11.9% | 7.7% | · | · | · |
| 净收入 | $208M | $94M | · | · | · |
| 稀释后每股收益 (EPS) | $4.24 | $1.91 | · | · | · |
| 指标 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 流动比率 | 2.2 | 1.8 | · | · | · |
| 速动比率 | 1.3 | 1.0 | · | · | · |
| 指标 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 自由现金流 | $176M | $312M | · | · | · |
机构持有人 (13F) 452 家申报者 · $6.9B 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
持有人
452
持有价值
$6.9B
新仓位
99
已退出持仓
40
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 99 (+37 与上一季度对比) | 40 (+4 与上一季度对比) | 125 (+4 与上一季度对比) | 119 (+6 与上一季度对比) | -197K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| BlackRock, Inc. | $1222485673 | 8414107 | 17.63% | 股份 |
| VANGUARD GROUP INC | $568665809 | 5348625 | 8.20% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $409324355 | 2817292 | 5.90% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $341600248 | 2351171 | 4.93% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $321126496 | 2210245 | 4.63% | 股份 |
| STATE STREET CORP | $302047449 | 2078928 | 4.35% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $229430728 | 1579472 | 3.31% | 股份 |
| Capital International Investors | $197613724 | 1360133 | 2.85% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $186824992 | 1285641 | 2.69% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $146533000 | 1008554 | 2.11% | 股份 |
| ROYCE & ASSOCIATES LP | $144376126 | 993710 | 2.08% | 股份 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $138406523 | 952619 | 2.00% | 股份 |
| Balyasny Asset Management L.P. | $121891336 | 838952 | 1.76% | 股份 |
| FIRST TRUST ADVISORS LP | $116224009 | 799945 | 1.68% | 股份 |
| LOOMIS SAYLES & CO L P | $96792669 | 666203 | 1.40% | 股份 |
| Pentwater Capital Management LP | $95891400 | 660000 | 1.38% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $89114784 | 613358 | 1.28% | 股份 |
| GOLDMAN SACHS GROUP INC | $87899445 | 604993 | 1.27% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $84561395 | 582018 | 1.22% | 股份 |
| NORGES BANK | $84471606 | 581400 | 1.22% | 股份 |
| NORTHERN TRUST CORP | $82283249 | 566338 | 1.19% | 股份 |
| MORGAN STANLEY | $77641668 | 534389 | 1.12% | 股份 |
| Capital World Investors | $74753013 | 514509 | 1.08% | 股份 |
| FRANKLIN RESOURCES INC | $63909004 | 439872 | 0.92% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $60174822 | 414173 | 0.87% | 股份 |
| Bank of New York Mellon Corp | $50804263 | 349675 | 0.73% | 股份 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $50494100 | 347540 | 0.73% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $48594129 | 334463 | 0.70% | 股份 |
| Magnetar Financial LLC | $45950433 | 316267 | 0.66% | 股份 |
| OBERWEIS ASSET MANAGEMENT INC/ | $42925931 | 295450 | 0.62% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $38927404 | 267929 | 0.56% | 股份 |
| BANK OF AMERICA CORP /DE/ | $38552261 | 265347 | 0.56% | 股份 |
| AQR Arbitrage LLC | $35216698 | 242389 | 0.51% | 股份 |
| TIG Advisors, LLC | $34835457 | 239765 | 0.50% | 股份 |
| Qube Research & Technologies Ltd | $33870441 | 233123 | 0.49% | 股份 |
| JPMORGAN CHASE & CO | $31670346 | 216760 | 0.46% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30955052 | 213057 | 0.45% | 股份 |
| Select Equity Group, L.P. | $29268671 | 201450 | 0.42% | 股份 |
| VAN ECK ASSOCIATES CORP | $28553553 | 196528 | 0.41% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $28369907 | 195264 | 0.41% | 股份 |
| Nuveen, LLC | $27249430 | 187552 | 0.39% | 股份 |
| TCTC Holdings, LLC | $26484172 | 182284 | 0.38% | 股份 |
| GABELLI FUNDS LLC | $26438131 | 181968 | 0.38% | 股份 |
| Hudson Bay Capital Management LP | $25425750 | 175000 | 0.37% | 股份 |
| WATER ISLAND CAPITAL LLC | $25220746 | 173589 | 0.36% | 股份 |
| JANE STREET GROUP, LLC | $25196192 | 173420 | 0.36% | 股份 |
| GAMCO INVESTORS, INC. ET AL | $25157109 | 173151 | 0.36% | 股份 |
| Public Sector Pension Investment Board | $24508970 | 168690 | 0.35% | 股份 |
| SOROS FUND MANAGEMENT LLC | $22519950 | 155000 | 0.32% | 股份 |
| GLENMEDE TRUST CO NA | $21136934 | 145481 | 0.30% | 股份 |
激进投资者及 5%+ 股东 1 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×6 申报 | 2019年9月13日 | · | 初始申报 | · | 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.
公司内部人士 21 位内幕人士 · 9 位高管 · 12 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Rule Antonio Carrillo | President & CEO | 2026年9月30日 A | 498935 | 0 | 0 | $0 |
| Gail M Peck | Chief Financial Officer | 2026年5月15日 F | 85692 | 0 | 0 | $0 |
| Scott C Beasley | CFO | 2021年5月15日 F | 40735 | 0 | 0 | $0 |
| Reid S Essl | Group President | 2026年8月25日 G | 93264 | 0 | 0 | $0 |
| Kerry S Cole | Group President | 2026年5月15日 F | 27487 | 0 | 0 | $0 |
| Jesse E. Collins Jr. | Group President | 2026年4月3日 F | 17333 | 0 | 0 | $0 |
| Eric D Hurst | VP Controller (PAO) | 2026年8月25日 G | 3119 | 0 | 0 | $0 |
| Bryan Stevenson | CLO & Asst Corp Sec. | 2026年8月25日 G | 37476 | 0 | 0 | $0 |
| Mary E Henderson | SVP, Corporate Administration | 2023年3月2日 A | 41298 | 0 | 0 | $0 |
| John W Lindsay | 董事 | 2026年9月30日 A | 19931 | 0 | 0 | $0 |
| Kimberly S. Bowers | 董事 | 2026年9月29日 J | 6546 | 0 | 0 | $0 |
| Melanie Montague Trent | 董事 | 2026年8月26日 G | 17931 | 0 | 0 | $0 |
| Julie A Piggott | 董事 | 2026年5月13日 A | 9413 | 0 | 0 | $0 |
| Jeffrey A Craig | 董事 | 2026年5月13日 A | 19931 | 0 | 0 | $0 |
| Rhys J Best | 董事 | 2026年5月13日 A | 60863 | 0 | 0 | $0 |
| Steven J. Demetriou | 董事 | 2026年5月13日 A | 12611 | 0 | 0 | $0 |
| ALVARADO JOSEPH | 董事 | 2026年5月13日 A | 19931 | 0 | 0 | $0 |
| Ronald J Gafford | 董事 | 2024年3月28日 A | 24995 | 0 | 0 | $0 |
| Douglas L Rock | 董事 | 2022年9月30日 A | 32665 | 0 | 0 | $0 |
| David W Biegler | 董事 | 2021年6月30日 A | 33753 | 0 | 0 | $0 |
| TRINITY INDUSTRIES INC | 10% 所有者 | 2018年11月1日 J | 0 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 84 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trus... | 2.35% | 42912 SH | 2026年10月2日 | 每日 |
| SRHQ · Elevation Series Trust | 1.51% | 22010 NS | 2026年7月31日 | N-PORT |
| IDV · iShares Trust | 1.06% | 4286768 SH | 2026年9月11日 | 每日 |
| EWQ · iShares, Inc. | 0.92% | 149038 SH | 2026年9月11日 | 每日 |
| MNA · New York Life Investments ETF Trust | 0.82% | 14120 NS | 2026年7月31日 | N-PORT |
| ESSC · Strategy Shares | 0.67% | 1666 NS | 2026年7月31日 | N-PORT |
| EUFN · iShares Trust | 0.53% | 1044963 SH | 2026年9月11日 | 每日 |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.50% | 37402 SH | 2026年8月19日 | 每日 |
| INTF · iShares Trust | 0.46% | 806050 SH | 2026年9月11日 | 每日 |
| QVMS · Invesco Exchange-Traded Fund Trus... | 0.46% | 7407 SH | 2026年10月2日 | 每日 |
| IDLV · Invesco Exchange-Traded Fund Trus... | 0.41% | 68698 SH | 2026年10月2日 | 每日 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.39% | 171640 SH | 2026年8月19日 | 每日 |
| EBIT · Harbor ETF Trust | 0.38% | 314 NS | 2026年7月31日 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.35% | 14243 NS | 2026年7月31日 | N-PORT |
| IVLU · iShares Trust | 0.33% | 710754 SH | 2026年9月11日 | 每日 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.32% | 30163 SH | 2026年8月19日 | 每日 |
| BKSE · BNY Mellon ETF Trust | 0.31% | 1878 NS | 2026年7月31日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.29% | 166629 NS | 2026年7月31日 | N-PORT |
| GLOF · iShares Trust | 0.29% | 27207 SH | 2026年9月11日 | 每日 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.28% | 37504 SH | 2026年8月19日 | 每日 |
| ESGD · iShares Trust | 0.26% | 1468005 SH | 2026年9月11日 | 每日 |
| EZU · iShares, Inc. | 0.26% | 1152197 SH | 2026年9月11日 | 每日 |
| IWM · iShares Trust | 0.24% | 1268861 SH | 2026年9月11日 | 每日 |
| ISCG · iShares Trust | 0.23% | 15184 SH | 2026年9月11日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.22% | 286474 SH | 2026年8月19日 | 每日 |
| ESML · iShares Trust | 0.19% | 37377 SH | 2026年9月11日 | 每日 |
| DFAT · Dimensional ETF Trust | 0.18% | 184096 NS | 2026年7月31日 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trus... | 0.18% | 23954 SH | 2026年10月2日 | 每日 |
| EFV · iShares Trust | 0.18% | 2593945 SH | 2026年9月11日 | 每日 |
| IEV · iShares Trust | 0.17% | 130891 SH | 2026年9月11日 | 每日 |
| FSMD · FIDELITY COVINGTON TRUST | 0.15% | 26466 NS | 2026年7月31日 | N-PORT |
| IXG · iShares Trust | 0.15% | 49217 SH | 2026年9月11日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.15% | 161106 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.15% | 21004 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.15% | 714711 SH | 2026年8月19日 | 每日 |
| IWO · iShares Trust | 0.14% | 141437 SH | 2026年9月11日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.13% | 16035 SH | 2026年8月19日 | 每日 |
| IEUR · iShares Trust | 0.13% | 542051 SH | 2026年9月11日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.12% | 2141 SH | 2026年10月2日 | 每日 |
| TEXN · iShares Trust | 0.12% | 151 SH | 2026年9月11日 | 每日 |
| VGK · VANGUARD INTERNATIONAL EQUITY IND... | 0.11% | 2179461 SH | 2026年8月19日 | 每日 |
| VYMI · VANGUARD WHITEHALL FUNDS | 0.10% | 1033693 SH | 2026年8月19日 | 每日 |
| FIDU · FIDELITY COVINGTON TRUST | 0.10% | 15699 NS | 2026年7月31日 | N-PORT |
| PXF · Invesco Exchange-Traded Fund Trus... | 0.10% | 146714 SH | 2026年10月2日 | 每日 |
| CRBN · iShares Trust | 0.09% | 48987 SH | 2026年9月11日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.09% | 1126018 SH | 2026年8月19日 | 每日 |
| VIS · VANGUARD WORLD FUND | 0.09% | 58064 SH | 2026年8月19日 | 每日 |
| EFA · iShares Trust | 0.09% | 3197715 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 563602 SH | 2026年8月19日 | 每日 |
| IEFA · iShares Trust | 0.08% | 7169347 SH | 2026年9月11日 | 每日 |
| IDEV · iShares Trust | 0.07% | 1039246 SH | 2026年9月11日 | 每日 |
| WSML · iShares Trust | 0.07% | 3039 SH | 2026年9月11日 | 每日 |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.06% | 8869087 SH | 2026年8月19日 | 每日 |
| ACWX · iShares Trust | 0.06% | 321206 SH | 2026年9月11日 | 每日 |
| VSGX · VANGUARD WORLD FUND | 0.05% | 183451 SH | 2026年8月19日 | 每日 |
| IXUS · iShares Trust | 0.05% | 1300768 SH | 2026年9月11日 | 每日 |
| SMDX · Tidal Trust III | 0.04% | 361 NS | 2026年7月31日 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.04% | 13363909 SH | 2026年8月19日 | 每日 |
| VEU · VANGUARD INTERNATIONAL EQUITY IND... | 0.04% | 2119669 SH | 2026年8月19日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.04% | 1437 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.04% | 40148 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 105314 NS | 2026年7月31日 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.03% | 773809 SH | 2026年8月19日 | 每日 |
| TOK · iShares Trust | 0.02% | 2516 SH | 2026年9月11日 | 每日 |
| ACWI · iShares Trust | 0.02% | 333520 SH | 2026年9月11日 | 每日 |
| URTH · iShares, Inc. | 0.02% | 81724 SH | 2026年9月11日 | 每日 |
| DCOR · Dimensional ETF Trust | 0.02% | 4490 NS | 2026年7月31日 | N-PORT |
| IMFL · Invesco Exchange-Traded Self-Inde... | 0.02% | 10671 SH | 2026年10月2日 | 每日 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 9601 SH | 2026年10月1日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.01% | 11409 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 14914 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1559304 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4029 SH | 2026年8月19日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.01% | 1572 NS | 2026年7月31日 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 10940 SH | 2026年8月19日 | 每日 |
| ITOT · iShares Trust | 0.01% | 62247 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.01% | 13151 SH | 2026年9月11日 | 每日 |
| TILT · FlexShares Trust | 0.01% | 1368 NS | 2026年7月31日 | N-PORT |
| IJR · iShares Trust | · | 2994295 SH | 2026年9月10日 | 每日 |
| IJT · iShares Trust | · | 297265 SH | 2026年9月9日 | 每日 |
| IJS · iShares Trust | · | 157665 SH | 2026年9月8日 | 每日 |
| IWN · iShares Trust | · | 324549 SH | 2026年9月11日 | 每日 |
| XJR · iShares Trust | · | 6789 SH | 2026年8月31日 | 每日 |
| ISCB · iShares Trust | · | 2145 SH | 2026年9月11日 | 每日 |
ACA 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
评级 · 8 位分析师
买入
中位数目标
$150.00
+2.4%
1 12.5%
强烈买入
3 37.5%
买入
4 50.0%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
3 位分析师 · 2026-10-02平均目标 $146.67 +0.1%
现在
当前价格 $146.50
最低$140.00
平均值$146.67
最高$150.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| FLR | · | -127.8 | -5.0% | · | · | · |
| ECG | $4.36B | 21.7 | 31.5% | 5.4% | 35.3% | 12.1% |
| LGN | · | · | 21.5% | -2.3% | -30.5% | 21.0% |
| AGX | $4.84B | 35.6 | 8.1% | 14.6% | 32.2% | 20.5% |
| ROAD | · | 69.0 | 54.2% | 3.6% | 11.8% | 15.6% |
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选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。
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来源：SEC 10-Q 于 八月 5, 2026 申报