BLBD Blue Bird Corporation - Common Stock
NASDAQ · Machinery · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 八月 5, 2026
$56.53
· % 处于52周区间
· 高于低点
· 至高点
$46.1452周低点
$83.3952周高点
市值 (MRQ)
$1.79B
P/E (TTM)
6.9
EPS (TTM)
$8.22
收入 (TTM)
$1.61B
BLBD 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$56.53
市值 (MRQ)
$1.79B
P/E (TTM)
6.9
EPS (TTM)
$8.22
收入 (TTM)
$1.61B
ROE (TTM)
64.3%
负债/权益 (MRQ)
0.1
52周区间
$46–$83
BLBD 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$1.48B2017-09-30 → 2025-09-27
EPS$3.882017-09-30 → 2025-09-27
自由现金流$153M2017-09-30 → 2025-09-27
净利率17.5%2017-09-30 → 2025-09-27
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 | BLBD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 6.95年均值 ≈13.4 | ≈13.4 | 24.7 | 低估 | |
| P/S (TTM) | 1.15年均值 ≈0.8 | ≈0.8 | 1.4 | 估值过高 | |
| 市净率 (MRQ) | 2.75年均值 ≈56.9 | ≈56.9 | 3.8 | 公允价值 | |
| EV / EBITDA (企业价值 / EBITDA) | 9.15年均值 ≈3.7 | ≈3.7 | 12.4 | 低估 | |
| 股价/自由现金流 (TTM) | 11.75年均值 ≈6.5 | ≈6.5 | · | · | |
| 市现率 (TTM) | 9.95年均值 ≈4.8 | ≈4.8 | 10.5 | 公允价值 | |
| EV / Revenue (市值/营收) | 1.15年均值 ≈0.9 | ≈0.9 | · | · | |
| EV / FCF (市值/自由现金流) | 10.85年均值 ≈5.1 | ≈5.1 | · | · | |
| 市净率（有形资产） (MRQ) | 3.7 | · | · | · | |
| PEG Ratio (市盈率增长比) | ≈0.1 | · | · | · |
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 | BLBD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 20.6%5年均值 ≈14.1% | ≈14.1% | 23.4% | 弱 | |
| 营业利润率 (TTM) | 11.8%5年均值 ≈5.3% | ≈5.3% | 14.3% | 持平 | |
| 息税折旧摊销前利润率 (TTM) | 13.1%5年均值 ≈6.6% | ≈6.6% | 14.3% | 弱 | |
| 税前利润率 (TTM) | 20.0%5年均值 ≈4.1% | ≈4.1% | 15.7% | 顶尖 | |
| 净利润率 (TTM) | 17.5%5年均值 ≈3.2% | ≈3.2% | 12.0% | 顶尖 | |
| ROA (TTM) | 32.4%5年均值 ≈9.5% | ≈9.5% | 6.2% | 顶尖 | |
| ROE (TTM) | 64.3%5年均值 ≈143.8% | ≈143.8% | 17.8% | 顶尖 | |
| ROIC | 35.8%5年均值 ≈18.7% | ≈18.7% | 17.9% | 顶尖 |
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 | BLBD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 负债/股东权益比率 (MRQ) | 0.15年均值 ≈28.2 | ≈28.2 | 0.5 | 低负债 | |
| 流动比率 (MRQ) | 1.65年均值 ≈1.3 | ≈1.3 | 2.1 | 低流动性 | |
| Quick Ratio (速动比率) | 1.15年均值 ≈0.6 | ≈0.6 | 0.9 | 低流动性 | |
| 长期负债/股东权益 (MRQ) | 0.15年均值 ≈24.5 | ≈24.5 | 0.5 | 低负债 | |
| Interest Coverage (利息保障倍数) | 23.25年均值 ≈9.1 | ≈9.1 | 9.6 | 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 | BLBD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 9.9%5年均值 ≈20.9% | ≈20.9% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 22.7%5年均值 ≈19.0% | ≈19.0% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 11.0% | · | · | · | |
| EPS YoY | 22.8% | · | · | · | |
| Net Income YoY (净利润同比增长) | 21.0% | · | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 18.0% | · | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 53.9% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 25.0% | · | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 60.0% | · | · | · |
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 | BLBD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 2.65年均值 ≈2.6 | ≈2.6 | 1.1 | 顶尖 | |
| Inventory Turnover (库存周转率) | 8.85年均值 ≈7.5 | ≈7.5 | 3.5 | 顶尖 | |
| Receivables Turnover (应收账款周转率) | 37.15年均值 ≈59.0 | ≈59.0 | 7.7 | 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。) | ≈$737.1K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
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
12.2%
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 八月 12, 2026 | $1.28 | $1.33 | -3.5% |
| 2026年3月31日 | $1.00 | $0.90 | 11.0% | |
| 2025年12月31日 | $1.00 | $0.83 | 20.1% | |
| 2025年9月30日 | $1.32 | $1.05 | 25.2% | |
| 2025年6月30日 | $1.19 | $0.98 | 21.1% | |
| 2025年3月31日 | $0.96 | $0.97 | -0.81% |
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 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $1.35B | $1.13B | $801M | $684M | $879M | $1.02B | $1.02B | $991M | $932M | $919M | |
| Cost of Revenue | $1.18B | $1.09B | $994M | $764M | $612M | $783M | $885M | $903M | $863M | $803M | $799M | |
| Gross Profit | $304M | $256M | $139M | $37M | $72M | $96M | $133M | $122M | $127M | $129M | $120M | |
| R&D Expense | $15M | $9M | $7M | $6M | $5M | $6M | $12M | $8M | $7M | $5M | $5M | |
| SG&A Expense | $136M | $117M | $87M | $77M | $66M | $74M | $90M | $87M | $68M | $103M | $85M | |
| Operating Income | $167M | $139M | $52M | $-41M | $7M | $22M | $44M | $35M | $60M | $27M | $36M | |
| Interest Expense | $7M | $11M | $18M | $15M | $10M | $12M | $13M | $7M | $7M | $16M | $19M | |
| Interest Income | $6M | $4M | $1M | $9.0K | $4.0K | $11.0K | $9.0K | $70.0K | $140.0K | $133.0K | $113.0K | |
| Other Non-op | $3M | $-4M | $-8M | $3M | $2M | $738.0K | $-1M | $-2M | $-5M | $-539.0K | $0 | |
| Pretax Income | $170M | $127M | $26M | $-53M | $-2M | $10M | $30M | $27M | $37M | $10M | $17M | |
| Income Tax | $44M | $33M | $9M | $-11M | $-1M | $2M | $8M | $-3M | $12M | $6M | $4M | |
| Net Income | $128M | $106M | $24M | $-46M | $-289.0K | $12M | $24M | $31M | $29M | $7M | $15M | |
| EPS (Basic) | $4.01 | $3.27 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.92 | $1.15 | $0.79 | $0.14 | $0.59 | |
| EPS (Diluted) | $3.88 | $3.16 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 | $0.59 | |
| Shares (Basic) | 31,861,326 | 32,270,711 | 32,071,940 | 31,020,399 | 27,139,054 | 26,850,999 | 26,455,436 | 25,259,595 | 23,343,772 | 21,252,616 | 21,182,885 | |
| Shares (Diluted) | 32,883,436 | 33,349,221 | 32,258,652 | 31,020,399 | 27,139,054 | 27,086,555 | 27,043,814 | 28,616,862 | 24,877,729 | 21,315,619 | 25,497,602 | |
| EBITDA | $183M | $154M | $68M | $-27M | $20M | $36M | · | $42M | $63M | $35M | · |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $229M | $128M | $79M | $10M | $12M | $45M | $71M | $60M | $63M | $63M | $53M | |
| Receivables | $21M | $59M | $13M | $13M | $10M | $8M | $11M | $24M | $10M | $20M | $14M | |
| Inventory | $139M | $128M | $135M | $143M | $125M | $57M | $79M | $57M | $76M | $54M | $49M | |
| Other Current Assets | $22M | $9M | $9M | $8M | $9M | $8M | $12M | $8M | $12M | $6M | $4M | |
| Current Assets | $412M | $323M | $236M | $174M | $156M | $117M | $172M | $150M | $160M | $133M | $129M | |
| PP&E (Net) | $109M | $97M | $95M | $101M | $105M | $103M | $100M | $66M | $35M | $33M | $29M | |
| PP&E (Gross) | $244M | $224M | $212M | $204M | $199M | $186M | $172M | $141M | $104M | $97M | $87M | |
| Accum. Depreciation | $141M | $131M | $121M | $108M | $98M | $89M | $79M | $75M | $70M | $64M | $58M | |
| Goodwill | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Intangibles | $42M | $44M | $45M | $47M | $49M | $52M | $55M | $55M | $57M | $59M | $60M | |
| Other Non-current Assets | $2M | $2M | $2M | $1M | $1M | $1M | $375.0K | $2M | $975.0K | $2M | $2M | |
| Total Assets | $625M | $525M | $418M | $366M | $356M | $317M | $365M | $307M | $296M | $278M | $267M | |
| Accounts Payable | $151M | $143M | $137M | $108M | $72M | $58M | $102M | $96M | $87M | $81M | $79M | |
| Current Liabilities | $237M | $236M | $230M | $165M | $125M | $112M | $170M | $149M | $139M | $131M | $133M | |
| Capital Leases | $4M | $3M | $4M | $5M | $6M | $7M | $8M | $51.0K | $221.0K | $378.0K | $440.0K | |
| Deferred Tax | $5M | $3M | $3M | $0 | $4M | $254.0K | $168.0K | $197.0K | $0 | · | · | |
| Other Non-current Liabilities | $10M | $9M | $8M | $11M | $15M | $14M | $12M | $5M | $15M | $16M | $13M | |
| Long-term Debt | $90M | $95M | $130M | $150M | $164M | $174M | $183M | $142M | $151M | $152M | $187M | |
| Total Debt | $90M | $95M | $130M | $150M | $164M | $174M | · | $142M | $151M | $152M | · | |
| Paid-in Capital | $195M | $186M | $178M | $173M | $96M | $89M | $84M | $70M | $45M | $51M | $16M | |
| Retained Earnings | $88M | $0 | $-56M | $-80M | $-34M | $-33M | $-46M | $-69M | $-100M | $-129M | $-135M | |
| Treasury Stock | · | $0 | $50M | $50M | $50M | $50M | $50M | $0 | · | · | · | |
| AOCI | $-28M | $-26M | $-32M | $-42M | $-45M | $-58M | $-56M | $-38M | $-44M | $-59M | $-52M | |
| Stockholders' Equity | $255M | $160M | $40M | $1M | $-33M | $-53M | $-68M | $-28M | $-59M | $-87M | $-121M | |
| Liabilities + Equity | $625M | $525M | $418M | $366M | $356M | $317M | $365M | $307M | $296M | $278M | $267M | |
| Shares Outstanding | 31,884,721 | 32,268,022 | 32,165,225 | 32,024,911 | 27,205,269 | 27,048,404 | 26,476,336 | 27,259,262 | 23,739,344 | 22,518,058 | 20,874,882 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $15M | $16M | $14M | $13M | $14M | $10M | $9M | $8M | $8M | $9M | |
| Stock-based Comp | $15M | $9M | $4M | $4M | $6M | $4M | $4M | $3M | $1M | $13M | $2M | |
| Deferred Tax | $3M | $-2M | $8M | $-11M | $-925.0K | $29.0K | $7M | $6M | $-1M | $9M | $-9M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Other Non-cash | $15M | $-16M | $68M | $15M | $-72M | $-27M | · | $208.0K | $11M | $-12M | · | |
| Operating Cash Flow | $176M | $111M | $120M | $-24M | $-54M | $3M | $56M | $48M | $48M | $25M | $23M | |
| CapEx | $23M | $15M | $9M | $6M | $12M | $19M | $36M | $32M | $9M | $10M | $5M | |
| Investing Cash Flow | $-24M | $-16M | $-9M | $-6M | $-11M | $-19M | $-35M | $-32M | $-9M | $-10M | $-5M | |
| Stock Issued | · | $0 | $0 | $75M | $0 | $0 | · | · | · | · | · | |
| Stock Repurchased | $10M | $1M | $376.0K | $2M | $517.0K | $4M | · | · | · | · | · | |
| Net Stock Activity | $-10M | $-1M | $-376.0K | $73M | · | · | · | · | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Financing Cash Flow | $-51M | $-47M | $-43M | $30M | $33M | $-11M | $-10M | $-19M | $-28M | $-16M | $-26M | |
| Net Change in Cash | $102M | $49M | $69M | $-1M | $-33M | $-26M | $11M | $-2M | $10M | $-552.0K | $-8M | |
| Taxes Paid | $59M | $29M | $-29.0K | $-79.0K | $31.0K | $-2M | $5M | $4M | $8M | $159.0K | $7M | |
| Free Cash Flow | $153M | $96M | $111M | $-31M | $-66M | $-16M | · | $16M | $38M | $16M | · | |
| Levered FCF | $148M | $88M | $100M | $-42M | $-70M | $-26M | · | $9M | $33M | $9M | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.5% | 19.0% | 12.3% | 4.6% | 10.5% | 10.9% | · | 11.9% | 12.9% | 13.9% | · | |
| Operating Margin | 11.3% | 10.3% | 4.6% | -5.1% | 0.95% | 2.5% | · | 3.2% | 5.5% | 2.9% | · | |
| Net Margin | 8.6% | 7.8% | 2.1% | -5.7% | -0.04% | 1.4% | · | 3.0% | 2.9% | 0.74% | · | |
| Pretax Margin | 11.5% | 9.4% | 2.3% | -6.6% | -0.29% | 1.2% | · | 2.6% | 3.8% | 1.1% | · | |
| EBITDA Margin | 12.3% | 11.4% | 6.0% | -3.3% | 2.9% | 4.1% | · | 4.1% | 6.3% | 3.7% | · | |
| ROA | 22.2% | 22.4% | 6.1% | -12.7% | -0.09% | 3.6% | · | 10.2% | 10.0% | 2.5% | · | |
| ROE | 61.6% | 105.8% | 115.1% | 292.6% | 0.67% | -20.1% | · | -71.0% | -39.6% | -6.6% | · | |
| ROIC | 35.8% | 40.4% | 19.8% | -21.1% | 2.0% | 15.6% | · | 32.0% | 40.2% | 17.2% | · |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.4 | 1.0 | 1.1 | 1.3 | 1.0 | · | 1.0 | 1.2 | 1.1 | · | |
| Quick Ratio | 1.1 | 0.8 | 0.4 | 0.1 | 0.2 | 0.5 | · | 0.6 | 0.5 | 0.6 | · | |
| Debt / Equity | 0.4 | 0.6 | 3.3 | 108.7 | -5.0 | -3.3 | · | -5.0 | -2.6 | -1.7 | · | |
| LT Debt / Equity | 0.3 | 0.6 | 2.8 | 94.3 | -4.6 | -3.1 | · | -4.7 | -2.4 | -1.6 | · | |
| Interest Coverage | 23.2 | 13.2 | 2.9 | -2.8 | 0.7 | 1.8 | · | 5.0 | 7.5 | 1.6 | · |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.9 | 2.9 | 2.2 | 2.0 | 2.6 | · | 3.4 | 3.5 | 3.4 | · | |
| Inventory Turnover | 8.8 | 8.3 | 7.1 | 5.7 | 6.7 | 11.6 | · | 13.5 | 13.3 | 15.6 | · | |
| Receivables Turnover | 37.1 | 37.6 | 90.2 | 71.2 | 77.8 | 96.8 | · | 59.9 | 65.0 | 54.7 | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.01 | $4.95 | $1.24 | $0.04 | $-1.20 | $-1.97 | · | $-1.04 | $-2.46 | $-3.86 | · | |
| Revenue / Share | $45.01 | $40.40 | $35.12 | $25.81 | $25.20 | $32.46 | · | $35.82 | $39.82 | $43.72 | · | |
| Cash Flow / Share | $5.36 | $3.33 | $3.72 | $-0.79 | $-2.00 | $0.13 | · | $1.69 | $1.92 | $1.18 | · | |
| Cash / Share | $7.19 | $3.96 | $2.46 | $0.33 | $0.43 | $1.65 | · | $2.21 | $2.64 | $2.32 | · | |
| EPS (TTM) | $3.88 | $3.16 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 | $0.59 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.9% | 18.9% | 41.5% | 17.1% | -22.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.7% | 25.4% | 8.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 22.8% | 327.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 18.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 53.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.0% | 343.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 25.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 60.0% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.48B | $1.35B | $1.13B | $801M | $684M | $879M | $1.02B | $1.02B | $991M | $932M | $919M | |
| Net Income TTM | $128M | $106M | $24M | $-46M | $-289.0K | $12M | $24M | $31M | $29M | $7M | $15M | |
| Market Cap | $1.85B | $1.56B | $687M | $267M | $580M | $326M | · | $668M | $489M | $329M | · | |
| Enterprise Value | $1.71B | $1.53B | $738M | $407M | $733M | $456M | · | $750M | $578M | $429M | · | |
| P/E | 14.9 | 15.3 | 28.9 | -5.6 | -2132.0 | 26.8 | 21.2 | 22.7 | 27.8 | 104.4 | 17.4 | |
| P/S | 1.2 | 1.2 | 0.6 | 0.3 | 0.8 | 0.4 | · | 0.7 | 0.5 | 0.4 | · | |
| P/B | 7.2 | 9.8 | 17.2 | 193.5 | -17.8 | -6.1 | · | -23.6 | -8.4 | -3.8 | · | |
| P / Tangible Book | 9.5 | 16.1 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 10.5 | 14.1 | 5.7 | -10.9 | -10.7 | 94.3 | · | 13.8 | 10.3 | 13.1 | · | |
| P / FCF | 12.0 | 16.3 | 6.2 | -8.7 | -8.7 | -21.0 | · | 41.1 | 12.7 | 21.2 | · | |
| EV / EBITDA | 9.3 | 9.9 | 10.9 | -15.3 | 36.7 | 12.5 | · | 17.7 | 9.2 | 12.4 | · | |
| EV / FCF | 11.1 | 16.0 | 6.6 | -13.2 | -11.0 | -29.4 | · | 46.2 | 15.0 | 27.6 | · | |
| EV / Revenue | 1.2 | 1.1 | 0.7 | 0.5 | 1.1 | 0.5 | · | 0.7 | 0.6 | 0.5 | · | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | 0.00% | · | |
| Earnings Yield | 6.7% | 6.5% | 3.5% | -17.7% | -0.05% | 3.7% | 4.7% | 4.4% | 3.6% | 0.96% | 5.8% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | 0.00% | · | |
| Annual Payout | · | · | · | · | · | · | · | · | · | $0 | $0 |
损益表
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $517M | $353M | $333M | $409M | $398M | $359M | $314M | $350M | $333M | $346M | $318M | $303M | $300M | $236M | $335M | |
| Cost of Revenue | $414M | $282M | $262M | $323M | $312M | $288M | $254M | $291M | $264M | $282M | $254M | $253M | $264M | $228M | $334M | |
| Gross Profit | $103M | $71M | $71M | $86M | $86M | $71M | $60M | $60M | $69M | $64M | $64M | $50M | $36M | $7M | $995.0K | |
| SG&A Expense | $41M | $32M | $34M | $36M | $36M | $37M | $27M | $34M | $30M | $28M | $26M | $21M | $23M | $17M | $21M | |
| Operating Income | $63M | $39M | $38M | $50M | $50M | $34M | $33M | $26M | $40M | $36M | $38M | $29M | $12M | $-9M | $-20M | |
| Interest Expense | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $4M | $4M | $5M | $4M | $6M | |
| Interest Income | $627.0K | $2M | $2M | $2M | $1M | $1M | $2M | $1M | $990.0K | $1M | $1M | $746.0K | $12.0K | $0 | $9.0K | |
| Other Non-op | $136M | $-3M | $-211.0K | $626.0K | $-580.0K | $444.0K | $3M | $2M | $-3M | $-2M | $-1M | $-1M | $-342.0K | $-236.0K | $731.0K | |
| Pretax Income | $197M | $37M | $38M | $51M | $49M | $34M | $36M | $26M | $36M | $32M | $33M | $24M | $7M | $-14M | $-25M | |
| Income Tax | $10M | $9M | $9M | $14M | $12M | $9M | $9M | $7M | $10M | $8M | $8M | $9M | $1M | $-3M | $-512.0K | |
| Net Income | $185M | $29M | $31M | $36M | $36M | $26M | $29M | $25M | $29M | $26M | $26M | $19M | $7M | $-11M | $-25M | |
| EPS (Basic) | $5.41 | $0.93 | $0.97 | $1.14 | $1.16 | $0.82 | $0.89 | $0.76 | $0.89 | $0.81 | $0.81 | $0.58 | $0.22 | $-0.35 | $-0.80 | |
| EPS (Diluted) | $5.27 | $0.90 | $0.94 | $1.11 | $1.12 | $0.79 | $0.86 | $0.71 | $0.85 | $0.79 | $0.81 | $0.58 | $0.22 | $-0.35 | $-0.80 | |
| Shares (Basic) | 34,237,303 | 31,629,376 | 31,777,167 | · | 31,556,312 | 31,917,407 | 32,227,723 | · | 32,305,396 | 32,240,458 | 32,170,779 | · | 32,033,709 | 32,026,311 | · | |
| Shares (Diluted) | 35,150,916 | 32,430,122 | 32,624,339 | · | 32,581,820 | 32,885,993 | 33,360,940 | · | 33,653,447 | 33,074,592 | 32,429,127 | · | 32,322,163 | 32,026,311 | · | |
| EBITDA | $63M | $39M | $42M | · | $50M | $34M | $37M | · | $40M | $36M | $42M | · | $12M | $-6M | · |
资产负债表
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $117M | $276M | $242M | $229M | $173M | $131M | $136M | $128M | $88M | $93M | $77M | · | $18M | $6M | $10M | |
| Receivables | $53M | $13M | $11M | $21M | $21M | $16M | $14M | $59M | $34M | $11M | $11M | · | $14M | $9M | $13M | |
| Inventory | $302M | $145M | $141M | $139M | $151M | $164M | $163M | $128M | $145M | $145M | $142M | · | $129M | $129M | $143M | |
| Other Current Assets | $41M | $33M | $32M | $22M | $15M | $18M | $18M | $9M | $9M | $19M | $12M | · | $11M | $14M | $8M | |
| Current Assets | $514M | $467M | $426M | $412M | $361M | $328M | $331M | $323M | $276M | $269M | $243M | · | $172M | $158M | $174M | |
| PP&E (Net) | $165M | $118M | $113M | $109M | $104M | $104M | $98M | $97M | $98M | $94M | $96M | · | $99M | $99M | $101M | |
| PP&E (Gross) | · | · | · | $244M | · | · | · | $224M | · | · | · | · | · | · | $204M | |
| Accum. Depreciation | · | · | · | $141M | · | · | · | $131M | · | · | · | · | · | · | $108M | |
| Goodwill | $264M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | · | $19M | $19M | $19M | |
| Intangibles | $176M | $41M | $41M | $42M | $42M | $43M | $43M | $44M | $44M | $44M | $45M | · | $46M | $47M | $47M | |
| Other Non-current Assets | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | · | $2M | $2M | $1M | |
| Total Assets | $1.17B | $689M | $642M | $625M | $575M | $544M | $535M | $525M | $468M | $456M | $431M | · | $364M | $352M | $366M | |
| Accounts Payable | $175M | $127M | $122M | $151M | $150M | $154M | $138M | $143M | $128M | $139M | $114M | · | $137M | $125M | $108M | |
| Current Liabilities | $313M | $254M | $235M | $237M | $229M | $227M | $229M | $236M | $198M | $220M | $188M | · | $198M | $184M | $165M | |
| Capital Leases | · | · | · | $4M | · | · | · | $3M | · | · | · | · | · | · | $5M | |
| Deferred Tax | $33M | $8M | $6M | $5M | $0 | $2M | $368.0K | $3M | $5M | $2M | $3M | · | $143.0K | $72.0K | $0 | |
| Other Non-current Liabilities | $14M | $13M | $14M | $10M | $8M | $8M | $8M | $9M | $9M | $8M | $9M | · | $9M | $9M | $11M | |
| Long-term Debt | $87M | $88M | $89M | $90M | $91M | $93M | $94M | $95M | $96M | $97M | $98M | · | $140M | $144M | $150M | |
| Total Debt | $87M | $88M | $89M | · | $91M | $93M | $94M | · | $96M | $97M | $98M | · | · | $144M | · | |
| Paid-in Capital | $342M | $198M | $196M | $195M | $196M | $192M | $187M | $186M | $194M | $191M | $187M | · | $174M | $174M | $173M | |
| Retained Earnings | $314M | $128M | $104M | $88M | $52M | $25M | $19M | $0 | $25M | $-4M | $-30M | · | $-84M | $-91M | $-80M | |
| Treasury Stock | · | · | · | · | · | · | · | · | $50M | $50M | $50M | · | $50M | $50M | $50M | |
| AOCI | $-783.0K | $-28M | $-28M | $-28M | $-26M | $-26M | $-26M | $-26M | $-31M | $-32M | $-32M | · | $-41M | $-42M | $-42M | |
| Stockholders' Equity | $655M | $298M | $271M | $255M | $222M | $190M | $180M | $160M | $137M | $106M | $76M | · | $-1M | $-9M | $1M | |
| Liabilities + Equity | $1.17B | $689M | $642M | $625M | $575M | $544M | $535M | $525M | $468M | $456M | $431M | · | $364M | $352M | $366M | |
| Shares Outstanding | 31,676,039 | 31,646,589 | 31,679,557 | 31,884,721 | 31,480,251 | 31,674,003 | 32,111,078 | 32,268,022 | 32,331,161 | 32,299,065 | 32,198,592 | · | 32,036,149 | 32,032,067 | 32,024,911 |
现金流
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $4M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $3M | $7M | $3M | $2M | $2M | $2M | $2M | $2M | $699.0K | $589.0K | $537.0K | |
| Deferred Tax | $-5M | $3M | $3M | $8M | $-1M | $-2M | $-2M | $-6M | $2M | $682.0K | $1M | $8M | $1M | $-3M | $-5M | |
| Other Non-cash | · | · | $-3M | · | · | · | $-7M | · | · | · | $-33M | · | · | $30M | · | |
| Operating Cash Flow | $31M | $48M | $37M | $65M | $57M | $28M | $26M | $55M | $989.0K | $55M | $217.0K | $36M | $25M | $20M | $30M | |
| CapEx | $9M | $8M | $5M | $5M | $5M | $9M | $5M | $5M | $4M | $3M | $3M | $2M | $3M | $1M | $2M | |
| Investing Cash Flow | $-59M | $-8M | $-6M | $-5M | $-5M | $-9M | $-5M | $-6M | $-4M | $-3M | $-3M | $-2M | $-3M | $-1M | $-2M | |
| Stock Repurchased | $0 | $198.0K | $2M | $5M | $0 | $3M | $1M | $877.0K | $0 | $0 | $301.0K | $319.0K | $0 | $57.0K | $205.0K | |
| Net Stock Activity | · | · | $-2M | · | · | · | $-1M | · | · | · | $-301.0K | · | · | $-57.0K | · | |
| Financing Cash Flow | $-131M | $-6M | $-18M | $-4M | $-10M | $-24M | $-13M | $-10M | $-1M | $-36M | $995.0K | $-5M | $-10M | $-23M | $-44M | |
| Net Change in Cash | $-159M | $34M | $12M | $56M | $42M | $-5M | $8M | $39M | $-5M | $16M | $-2M | $28M | $12M | $-5M | $-16M | |
| Taxes Paid | $9M | $7M | $1.0K | $15M | $13M | $31M | $80.0K | $11M | $9M | $9M | $2.0K | $4.0K | $38.0K | $-90.0K | $-127.0K | |
| Free Cash Flow | · | · | $31M | · | · | · | $22M | · | · | · | $-3M | · | · | $19M | · | |
| Levered FCF | · | · | $30M | · | · | · | $20M | · | · | · | $-5M | · | · | $15M | · |
盈利能力
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.0% | 20.0% | 21.4% | · | 21.6% | 19.7% | 19.2% | · | 20.8% | 18.4% | 20.0% | · | 11.9% | 3.2% | · | |
| Operating Margin | 12.1% | 11.1% | 11.3% | · | 12.6% | 9.4% | 10.5% | · | 11.9% | 10.4% | 11.9% | · | 4.2% | -4.0% | · | |
| Net Margin | 35.8% | 8.3% | 9.2% | · | 9.2% | 7.3% | 9.2% | · | 8.6% | 7.5% | 8.2% | · | 2.4% | -4.8% | · | |
| Pretax Margin | 38.1% | 10.4% | 11.4% | · | 12.4% | 9.4% | 11.3% | · | 10.8% | 9.3% | 10.3% | · | 2.3% | -6.1% | · | |
| EBITDA Margin | 12.1% | 11.1% | 12.5% | · | 12.6% | 9.4% | 11.8% | · | 11.9% | 10.4% | 13.1% | · | 4.2% | -2.5% | · | |
| ROA | 21.3% | 4.8% | 5.2% | · | 7.0% | 5.2% | 5.9% | · | 6.7% | 6.3% | 6.7% | · | · | -3.2% | · | |
| ROE | 42.3% | 12.0% | 13.6% | · | 20.3% | 17.6% | 22.5% | · | 38.9% | 49.7% | 78.8% | · | · | -77.2% | · | |
| ROIC | 8.0% | 7.6% | 7.9% | · | 12.0% | 8.7% | 9.1% | · | 12.3% | 13.2% | 16.2% | · | · | -5.5% | · |
流动性与偿付能力
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.8 | 1.8 | · | 1.6 | 1.4 | 1.4 | · | 1.4 | 1.2 | 1.3 | · | · | 0.9 | · | |
| Quick Ratio | 0.5 | 1.1 | 1.1 | · | 0.8 | 0.6 | 0.7 | · | 0.6 | 0.5 | 0.5 | · | · | 0.1 | · | |
| Debt / Equity | 0.1 | 0.3 | 0.3 | · | 0.4 | 0.5 | 0.5 | · | 0.7 | 0.9 | 1.3 | · | · | -15.7 | · | |
| LT Debt / Equity | 0.1 | 0.3 | 0.3 | · | 0.4 | 0.5 | 0.5 | · | 0.7 | 0.9 | 1.2 | · | · | -13.5 | · | |
| Interest Coverage | 31.9 | 25.3 | 24.1 | · | 28.8 | 18.6 | 17.3 | · | 18.9 | 12.8 | 10.5 | · | 2.4 | -2.2 | · |
效率
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | · | 0.7 | · | |
| Inventory Turnover | 1.8 | 1.8 | 1.7 | · | 2.1 | 1.9 | 1.7 | · | 1.9 | 2.1 | 1.9 | · | · | 1.7 | · | |
| Receivables Turnover | 13.9 | 24.6 | 26.9 | · | 14.4 | 26.4 | 25.0 | · | 14.7 | 27.6 | 31.4 | · | · | 30.9 | · |
每股
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.67 | $9.41 | $8.57 | · | $7.05 | $6.01 | $5.60 | · | $4.25 | $3.28 | $2.35 | · | · | $-0.29 | · | |
| Revenue / Share | $14.71 | $10.87 | $10.21 | · | $12.22 | $10.91 | $9.41 | · | $9.91 | $10.46 | $9.80 | · | $9.28 | $7.36 | · | |
| Cash Flow / Share | · | · | $1.12 | · | · | · | $0.79 | · | · | · | $0.01 | · | · | $0.62 | · | |
| Cash / Share | $3.69 | $8.72 | $7.63 | · | $5.50 | $4.13 | $4.24 | · | $2.73 | $2.88 | $2.40 | · | · | $0.18 | · | |
| EPS (TTM) | $8.22 | $4.07 | $3.96 | · | $3.48 | $3.21 | $3.21 | · | $3.03 | $2.47 | $1.90 | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.61B | $1.49B | $1.50B | · | $1.42B | $1.36B | $1.34B | · | $1.30B | $1.26B | $1.21B | · | · | · | · | |
| Net Income TTM | $282M | $133M | $130M | · | $116M | $108M | $108M | · | $100M | $80M | $61M | · | · | · | · | |
| Market Cap | $2.50B | $1.74B | $1.61B | · | $1.36B | $1.04B | $1.27B | · | $1.74B | $1.24B | $868M | · | · | $343M | · | |
| Enterprise Value | $2.47B | $1.56B | $1.45B | · | $1.28B | $1.00B | $1.22B | · | $1.75B | $1.24B | $889M | · | · | $482M | · | |
| P/E | 9.6 | 13.5 | 12.8 | · | 12.4 | 10.3 | 12.3 | · | 17.8 | 15.5 | 14.2 | · | · | · | · | |
| P/S | 1.5 | 1.2 | 1.1 | · | 1.0 | 0.8 | 0.9 | · | 1.3 | 1.0 | 0.7 | · | · | · | · | |
| P/B | 3.8 | 5.9 | 5.9 | · | 6.1 | 5.5 | 7.0 | · | 12.7 | 11.7 | 11.5 | · | · | -37.3 | · | |
| P / Tangible Book | 11.6 | 7.3 | 7.6 | · | 8.4 | 8.1 | 10.8 | · | 23.4 | 29.2 | 73.6 | · | · | · | · | |
| P / Cash Flow | · | · | 43.9 | · | · | · | 48.0 | · | · | · | 4000.3 | · | · | 17.2 | · | |
| EV / Revenue | 1.5 | 1.0 | 1.0 | · | 0.9 | 0.7 | 0.9 | · | 1.3 | 1.0 | 0.7 | · | · | · | · | |
| Earnings Yield | 10.4% | 7.4% | 7.8% | · | 8.1% | 9.8% | 8.1% | · | 5.6% | 6.4% | 7.0% | · | · | · | · |
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 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| 收入 | $1.48B | $1.35B | $1.13B | $801M | $801M |
| 毛利率 % | 20.5% | 19.0% | 12.3% | 4.6% | · |
| 营业利润率 % | 11.3% | 10.3% | 4.6% | -5.1% | · |
| 净收入 | $128M | $106M | $24M | $-46M | $-46M |
| 稀释后每股收益 (EPS) | $3.88 | $3.16 | $0.74 | $-1.48 | $-1.48 |
| 指标 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.4 | 0.6 | 3.3 | 108.7 | · |
| 流动比率 | 1.7 | 1.4 | 1.0 | 1.1 | · |
| 速动比率 | 1.1 | 0.8 | 0.4 | 0.1 | · |
| 指标 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-09-30 |
|---|---|---|---|---|---|
| 自由现金流 | $153M | $96M | $111M | $-31M | · |
机构持有人 (13F) 330 家申报者 · $2.5B 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
330
持有价值
$2.5B
新仓位
55
已退出持仓
32
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 |
|---|---|---|---|---|
| 55 (-3 与上一季度对比) | 32 (+5 与上一季度对比) | 114 (+17 与上一季度对比) | 100 (-2 与上一季度对比) | -2.2M |
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 |
|---|---|---|---|---|
| FMR LLC | $238250168 | 3017353 | 9.51% | 股份 |
| BlackRock, Inc. | $207492984 | 2627824 | 8.28% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $126044795 | 1596312 | 5.03% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $110656992 | 1401431 | 4.42% | 股份 |
| WESTWOOD HOLDINGS GROUP INC | $97929034 | 1240236 | 3.91% | 股份 |
| VANGUARD GROUP INC | $95930995 | 2041085 | 3.83% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $78580046 | 995188 | 3.14% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $69027379 | 874048 | 2.75% | 股份 |
| BANK OF AMERICA CORP /DE/ | $63565248 | 805031 | 2.54% | 股份 |
| STATE STREET CORP | $63473733 | 803872 | 2.53% | 股份 |
| JANUS HENDERSON GROUP PLC | $62669415 | 1102335 | 2.50% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $56807504 | 719465 | 2.27% | 股份 |
| 325 CAPITAL LLC | $56171354 | 711390 | 2.24% | 股份 |
| Allspring Global Investments Holdings, LLC | $51630936 | 662955 | 2.06% | 股份 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $51129758 | 647540 | 2.04% | 股份 |
| GOLDMAN SACHS GROUP INC | $45715234 | 578967 | 1.82% | 股份 |
| OBERWEIS ASSET MANAGEMENT INC/ | $41836008 | 529838 | 1.67% | 股份 |
| Aberdeen Group plc | $40732543 | 515863 | 1.63% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $35915114 | 454852 | 1.43% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $34655701 | 438902 | 1.38% | 股份 |
| Empowered Funds, LLC | $28895728 | 365954 | 1.15% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $27233225 | 344899 | 1.09% | 股份 |
| Nuveen, LLC | $26618680 | 337116 | 1.06% | 股份 |
| BLAIR WILLIAM & CO/IL | $25343475 | 320966 | 1.01% | 股份 |
| MARSHALL WACE, LLP | $24566351 | 311124 | 0.98% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $24328438 | 428393 | 0.97% | 股份 |
| NORTHERN TRUST CORP | $23743035 | 300697 | 0.95% | 股份 |
| FEDERATED HERMES, INC. | $23657048 | 299608 | 0.94% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23170180 | 293442 | 0.92% | 股份 |
| LOOMIS SAYLES & CO L P | $22931642 | 290421 | 0.91% | 股份 |
| LAZARD ASSET MANAGEMENT LLC | $20960406 | 265456 | 0.84% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $17911602 | 226844 | 0.71% | 股份 |
| D. E. Shaw & Co., Inc. | $16334771 | 206874 | 0.65% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $16308083 | 206536 | 0.65% | 股份 |
| MORGAN STANLEY | $15899365 | 201359 | 0.63% | 股份 |
| GLOBEFLEX CAPITAL L P | $15623973 | 197872 | 0.62% | 股份 |
| FIRST TRUST ADVISORS LP | $15380539 | 194789 | 0.61% | 股份 |
| Invesco Ltd. | $15098889 | 191222 | 0.60% | 股份 |
| ROYCE & ASSOCIATES LP | $15090914 | 191121 | 0.60% | 股份 |
| JPMORGAN CHASE & CO | $13743901 | 175461 | 0.55% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $12600200 | 159577 | 0.50% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12558588 | 159050 | 0.50% | 股份 |
| SEI INVESTMENTS CO | $12348414 | 156388 | 0.49% | 股份 |
| HighTower Advisors, LLC | $12078291 | 152967 | 0.48% | 股份 |
| CONGRESS ASSET MANAGEMENT CO | $11797572 | 149412 | 0.47% | 股份 |
| DEUTSCHE BANK AG\ | $10997944 | 139285 | 0.44% | 股份 |
| Hillsdale Investment Management Inc. | $10920168 | 138300 | 0.44% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $9689814 | 122718 | 0.39% | 股份 |
| WELLS FARGO & COMPANY/MN | $9398056 | 119023 | 0.37% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $9021496 | 114254 | 0.36% | 股份 |
激进投资者及 5%+ 股东 8 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 |
|---|---|---|---|---|---|
| Groupe Autobus Girardin Ltee, Steve Girardin, Andre Girardin, Dave Girardin | 2026年4月8日 | 7.88% | 初始申报 | 被动投资 | SEC |
| ASP BB HOLDINGS LLC, ASP BB INVESTCO LP, AMERICAN SECURITIES PARTNERS VII, L.P., AMERICAN SECURITIES PARTNERS VII(B), L.P., AMERICAN SECURITIES PARTNERS VII(C), L.P., AMERICAN SECURITIES ASSOCIATES VII, LLC, AMERICAN SECURITIES LLC ×5 申报 | 2024年2月22日 | · | 初始申报 | · | SEC |
| Coliseum Capital Management, LLC, Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Adam Gray, Christopher Shackelton ×8 申报 | 2023年6月14日 | · | 初始申报 | · | SEC |
| Spitfire Capital LLC, Julian A.L. Allen ×4 申报 | 2018年12月17日 | · | 初始申报 | · | SEC |
| OR ×3 申报 | 2018年10月22日 | · | 初始申报 | · | SEC |
| ASP BB HOLDINGS LLC (See Item 2), ASP BB INVESTCO LP (See Item 2), AMERICAN SECURITIES PARTNERS VII, L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(B), L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(C), L.P. (See Item 2), AMERICAN SECURITIES ASSOCIATES VII, LLC (See Item 2), AMERICAN SECURITIES LLC (See Item 2) ×2 申报 | 2016年9月19日 | · | 初始申报 | · | SEC |
| Stephen Feinberg ×4 申报 | 2016年6月13日 | · | 初始申报 | · | SEC |
| Hennessy Capital Partners I LLC, Hennessy Capital LLC, Daniel J. Hennessy ×2 申报 | 2015年4月27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 41 位内幕人士 · 17 位高管 · 24 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 |
|---|---|---|---|---|---|---|
| John Wyskiel | President & CEO | 2025年12月2日 A | 136419 | 0 | 0 | $0 |
| Matthew Stevenson | President & CEO | 2022年7月1日 F | 213534 | 0 | 0 | $0 |
| Razvan Radulescu | Chief Financial Officer | 2026年2月19日 S | 42255 | 0 | 3 | $-1003029 |
| Jeffery L Taylor | Chief Financial Officer | 2020年12月11日 A | 21842 | 0 | 0 | $0 |
| Phillip Tighe | Chief Financial Officer | 2019年12月11日 A | 116212 | 0 | 0 | $0 |
| Charles B Lowrey II | EVP, CFO and Secretary | 2014年6月11日 P | 18000 | 0 | 0 | $0 |
| Britton Smith | President | 2024年9月12日 S | 80617 | 0 | 0 | $0 |
| Kevin M. Charlton | President and COO | 2014年6月11日 P | 67000 | 0 | 0 | $0 |
| Jeffrey Scott Sanfrey | Chief Operating Officer | 2026年9月16日 S | 35011 | 0 | 2 | $-553540 |
| Charles R Jenkins III | Chief Operating Officer | 2020年12月11日 A | 30834 | 0 | 0 | $0 |
| John Kwapis | Chief Operating Officer | 2016年6月10日 F | 35768 | 0 | 0 | $0 |
| Ted Scartz | SVP General Counsel | 2025年12月12日 F | 59910 | 0 | 0 | $0 |
| Paul Yousif | General Counsel & Treasurer | 2022年3月2日 M | 30420 | 0 | 0 | $0 |
| Thomas Arthur Roberts | Chief Adminstrative Officer | 2021年10月31日 A | 61050 | 0 | 0 | $0 |
| Mark Ashburn Terry | Chief Commercial Officer | 2020年6月8日 S | 38055 | 0 | 0 | $0 |
| Michael Mccurdy | VP of Human Resources | 2016年10月12日 M | 13383 | 0 | 0 | $0 |
| Dale Wendell | Chief Commercial Officer | 2016年6月10日 F | 36779 | 0 | 0 | $0 |
| Daniel Mark Thau | 董事 | 2026年8月12日 P | 9046 | 3 | 0 | $62477 |
| Steve Girardin | 董事 | 2026年4月1日 A | 2297 | 0 | 0 | $0 |
| Simon J Newman | 董事 | 2026年4月1日 A | 10334 | 0 | 0 | $0 |
| Edward T. Hightower | 董事 | 2026年4月1日 A | 6396 | 0 | 0 | $0 |
| Douglas J. Grimm | 董事 | 2026年4月1日 A | 28764 | 0 | 0 | $0 |
| Kevin S. Penn | 董事 | 2026年4月1日 A | 6396 | 0 | 0 | $0 |
| Mark Blaufuss | 董事 | 2026年4月1日 A | 10334 | 0 | 0 | $0 |
| Julie A Fream | 董事 | 2026年4月1日 A | 9705 | 0 | 0 | $0 |
| Phil Horlock | 董事 | 2025年12月12日 S | 225385 | 0 | 2 | $-775489 |
| Gurminder S Bedi | 董事 | 2024年8月13日 S | 0 | 0 | 0 | $0 |
| Alan H Schumacher | 董事 | 2023年6月1日 A | 27615 | 0 | 0 | $0 |
| Kathleen Shaw | 董事 | 2022年4月1日 A | 11859 | 0 | 0 | $0 |
| Chan Galbato | 董事 | 2022年4月1日 A | 29991 | 0 | 0 | $0 |
| Daniel J Hennessy | 董事 | 2018年9月4日 S | 5053 | 0 | 0 | $0 |
| Dev Kapadia | 董事 | 2016年4月5日 A | 9486 | 0 | 0 | $0 |
| Dennis M Donovan | 董事 | 2016年4月5日 A | 9486 | 0 | 0 | $0 |
| James Marcotuli | 董事 | 2015年5月30日 A | 4878 | 0 | 0 | $0 |
| Joseph Tabet | 董事 | 2013年10月15日 P | · | 0 | 0 | $0 |
| Richard Edward Burns | 董事 | 2013年10月15日 P | · | 0 | 0 | $0 |
| Peter Shea | 董事 | 2013年10月15日 P | · | 0 | 0 | $0 |
| Bradley J Bell | 董事 | 2013年10月15日 P | · | 0 | 0 | $0 |
| Hennessy Capital LLC | 10% 所有者 | 2015年4月22日 J | 0 | 0 | 0 | $0 |
| Hennessy Capital Partners I, LLC | 10% 所有者 | 2015年4月22日 J | 0 | 0 | 0 | $0 |
| FEINBERG STEPHEN | · | 2016年6月8日 S | 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 46 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 |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 1.39% | 89224 SH | 2026年10月1日 | 每日 |
| IDRV · iShares Trust | 1.08% | 25795 SH | 2026年9月11日 | 每日 |
| SAWS · ETF Series Solutions | 1.04% | 1097 NS | 2026年7月31日 | N-PORT |
| VAMO · Cambria ETF Trust | 0.88% | 12806 NS | 2026年7月31日 | N-PORT |
| PBD · Invesco Exchange-Traded Fund Trus... | 0.85% | 17724 SH | 2026年10月1日 | 每日 |
| FYC · First Trust Exchange-Traded Alpha... | 0.64% | 111134 NS | 2026年7月31日 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.44% | 62612 NS | 2026年7月31日 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trus... | 0.31% | 22830 SH | 2026年10月1日 | 每日 |
| FYX · First Trust Exchange-Traded Alpha... | 0.30% | 55239 NS | 2026年7月31日 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.25% | 50961 NS | 2026年7月31日 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.25% | 2051 NS | 2026年7月31日 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.21% | 16832 NS | 2026年7月31日 | N-PORT |
| CALF · Pacer Funds Trust | 0.18% | 90307 NS | 2026年7月31日 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.18% | 10969 SH | 2026年8月19日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 14372 SH | 2026年8月19日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.15% | 34224 SH | 2026年8月19日 | 每日 |
| IWO · iShares Trust | 0.13% | 301390 SH | 2026年9月11日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.13% | 10069 NS | 2026年7月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.13% | 203 NS | 2026年7月31日 | N-PORT |
| ESSC · Strategy Shares | 0.12% | 595 NS | 2026年7月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.11% | 35586 NS | 2026年7月31日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.08% | 183777 SH | 2026年8月19日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.08% | 3562 SH | 2026年10月1日 | 每日 |
| IWM · iShares Trust | 0.06% | 814105 SH | 2026年9月11日 | 每日 |
| ISCG · iShares Trust | 0.06% | 9414 SH | 2026年9月11日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.05% | 109978 NS | 2026年7月31日 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.03% | 9840 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 362932 SH | 2026年8月19日 | 每日 |
| VIS · VANGUARD WORLD FUND | 0.03% | 36497 SH | 2026年8月19日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.02% | 1572 NS | 2026年7月31日 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.02% | 5740 SH | 2026年8月19日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 8490 SH | 2026年10月1日 | 每日 |
| WSML · iShares Trust | 0.02% | 1752 SH | 2026年9月10日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.01% | 81886 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 4738 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 3011 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 2686 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 9005 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 10282 NS | 2026年7月31日 | N-PORT |
| IWV · iShares Trust | 0.00% | 10150 SH | 2026年9月10日 | 每日 |
| ITOT · iShares Trust | 0.00% | 42466 SH | 2026年9月11日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1006416 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2598 SH | 2026年8月19日 | 每日 |
| DFUV · Dimensional ETF Trust | 0.00% | 16 NS | 2026年7月31日 | N-PORT |
| ISCB · iShares Trust | · | 1312 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 17981 SH | 2026年9月11日 | 每日 |
BLBD 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 · 14 位分析师
买入
中位数目标
$89.50
+58.3%
4 28.6%
强烈买入
9 64.3%
买入
1 7.1%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
8 位分析师 · 2026-09-30平均目标 $89.12 +57.7%
← 低于所有目标
当前价格 $56.53
最低$82.00
平均值$89.12
最高$95.00
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 |
|---|---|---|---|---|---|---|
| BLBD | $1.85B | 14.9 | 9.9% | 8.6% | 61.6% | 20.5% |
| FSS | $6.61B | 27.1 | 17.1% | 11.3% | 18.6% | 28.9% |
| TEX | $3.46B | 16.0 | 5.7% | 4.1% | 10.9% | 19.4% |
| ATMU | · | 20.8 | 5.7% | 11.8% | 59.7% | 28.2% |
| TRN | · | 8.7 | -29.9% | 11.7% | 23.7% | · |
| GBX | $1.44B | 7.3 | -8.6% | 6.3% | 14.0% | 18.8% |
| ASTE | $991M | 25.8 | 8.1% | 2.8% | 5.9% | 26.5% |
| PLOW | $753M | 16.7 | 15.4% | 7.1% | 16.9% | 26.6% |
| MTW | $425M | 60.0 | 2.9% | 0.32% | 1.1% | 18.1% |
| MLR | $425M | 18.9 | -37.2% | 2.9% | 5.5% | 15.2% |
| WNC | $350M | 1.7 | -20.8% | 13.7% | 56.2% | 4.5% |
最新新闻 提及该公司的近期头条新闻
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来源：SEC 10-Q 于 八月 5, 2026 申报