EVH Evolent Health, Inc Class A Common Stock
$4.60
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026
52周区间
$2–$10
31% of range
分析师评级
BUY
19 analysts
目标价
$6
+26% upside
P/E (TTM)
-0.8
ROE
-81.5%
净利润率
-28.5%
EVH 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$4.59
市值
—
P/E (TTM)
-0.8
每股收益 (TTM)
$-5.07
营收 (TTM)
$1.88B
股息收益率
—
ROE
-81.5%
负债/权益
2.3
52周区间
$2 – $10
EVH 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
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
$1.88B
2017-12-31
→
2025-12-31
EPS
$-5.07
2017-12-31
→
2025-12-31
自由现金流
—
2017-12-31
→
2019-12-31
利润率
-28.5%
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
EVH
同行中位数
P/E (TTM)
-0.8
49.1
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
EVH
同行中位数
Operating Margin (营业利润率)
-21.9%
—
Net Profit Margin (净利润率)
-28.5%
-11.9%
ROA
-24.1%
-5.2%
ROE
-81.5%
-6.7%
ROIC
-29.6%
—
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
EVH
同行中位数
Debt / Equity (负债/股东权益比率)
2.3
—
Current Ratio (流动比率)
1.3
1.5
Quick Ratio (速动比率)
1.2
—
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
EVH
同行中位数
Revenue YoY (营收同比增长)
-26.6%
—
Revenue CAGR 3Y (营收3年复合年增长率)
11.5%
—
Revenue CAGR 5Y (营收5年复合年增长率)
15.2%
—
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
EVH
同行中位数
EVH 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
买入
19 位分析师
- 强烈买入 4 21.1%
- 买入 10 52.6%
- 持有 5 26.3%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
13 位分析师 · 2026-08-18
中位数
$6.00
现在
$4.59
最低
$3.00
最高
$8.00
中位数目标
$6.00
+30.6%
平均目标
$5.77
+25.6%
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
-0.03%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $0.02 | $-0.02 | 0.04% |
| 2026年3月31日 | $-0.02 | $-0.05 | 0.03% |
| 2025年12月31日 | $0.08 | $0.06 | 0.02% |
| 2025年9月30日 | $0.05 | $0.11 | -0.06% |
| 2025年6月30日 | $-0.10 | $0.08 | -0.18% |
| 2025年3月31日 | $0.06 | $0.10 | -0.04% |
同行比较（GICS 子行业） 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| EVH | — | -0.8 | -26.6% | -28.5% | -81.5% | — |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | — |
| PHR | — | 335.8 | 14.5% | 0.48% | 0.73% | — |
| CTEV | $708M | -2.5 | 3.7% | -29.4% | 265.9% | — |
| SLP | $285M | -4.4 | 13.1% | -81.7% | -41.2% | 58.4% |
| AMWL | $81M | -0.8 | -2.0% | -38.4% | -35.4% | — |
| LFMD | $159M | 13.6 | 25.3% | 7.4% | 204.0% | 85.7% |
| OPRX | $230M | 45.4 | 18.8% | 4.7% | 4.2% | 67.2% |
| HCAT | — | -0.9 | 1.5% | — | — | — |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
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 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Cost of Revenue | $1.48B | $2.19B | $1.50B | $1.04B | $658M | · | · | · | · | · | |
| R&D Expense | · | · | · | · | $16M | $15M | $20M | $18M | $17M | $11M | |
| SG&A Expense | $304M | $263M | $358M | $269M | $219M | $210M | $236M | $235M | $206M | $161M | |
| Operating Expenses | $2.29B | $2.60B | $2.04B | $1.35B | $950M | $1.19B | $996M | $675M | $508M | $492M | |
| Operating Income | $-410M | $-40M | $-71M | $4M | $-42M | $-263M | $-309M | $-47M | $-73M | $-237M | |
| Interest Expense | · | · | $54M | $16M | $25M | $28M | $15M | $5M | $4M | $247.0K | |
| Interest Income | $4M | $6M | $5M | $1M | $407.0K | $3M | $3M | $3M | $2M | $970.0K | |
| Other Non-op | $249.0K | $241.0K | $-543.0K | $57.0K | $-146.0K | $-118.0K | $-489.0K | $109.0K | $171.0K | $4.0K | |
| Pretax Income | $-535M | $-63M | $-202M | $-62M | $-30M | $-331M | $-330M | $-54M | $-76M | $-238M | |
| Income Tax | $-126.0K | $-1M | $-89M | $-43M | $483.0K | $-2M | $-23M | $40.0K | $-7M | $-11M | |
| Net Income | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| EPS (Basic) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| EPS (Diluted) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| Shares (Basic) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| Shares (Diluted) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| EBITDA | $-294M | $78M | $52M | $71M | $18M | $-209M | $-246M | $-3M | $-40M | $-220M |
资产负债表 30
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $152M | $104M | $193M | $188M | $266M | $319M | $101M | $228M | $238M | $135M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $0 | $44M | |
| Receivables | $310M | $415M | $447M | $255M | $131M | $124M | $76M | $80M | $49M | $41M | |
| Prepaid Expense | $19M | $29M | $30M | $21M | $51M | $56M | $28M | $23M | $8M | $11M | |
| Current Assets | $506M | $607M | $684M | $478M | $524M | $548M | $229M | $488M | $378M | $265M | |
| PP&E (Net) | $81M | $73M | $78M | $88M | $81M | $86M | $85M | $74M | $51M | $31M | |
| PP&E (Gross) | $287M | $253M | $237M | $238M | $200M | $175M | $140M | $105M | $65M | $36M | |
| Accum. Depreciation | $206M | $180M | $159M | $150M | $119M | $89M | $55M | $32M | $14M | $5M | |
| Goodwill | $694M | $1.14B | $1.12B | $723M | $426M | $349M | $566M | $768M | $628M | $627M | |
| Intangibles | $585M | $680M | $752M | $443M | $280M | $265M | $308M | $335M | $241M | $259M | |
| Other Non-current Assets | · | · | · | · | · | · | · | $15M | $9M | $10M | |
| Total Assets | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Accounts Payable | $60M | $96M | $48M | $57M | $96M | $32M | $37M | $147M | $43M | $44M | |
| Accrued Liabilities | $66M | $66M | $150M | $111M | $107M | $73M | $33M | $49M | $30M | $29M | |
| Short-term Debt | $0 | $171M | $0 | $0 | · | · | · | · | · | · | |
| Current Liabilities | $385M | $716M | $674M | $433M | $445M | $403M | $193M | $269M | $133M | $132M | |
| Capital Leases | $4M | $25M | $38M | $56M | $58M | $63M | $69M | $0 | · | · | |
| Deferred Tax | $8M | $11M | $13M | $5M | $1M | $679.0K | $2M | $25M | $2M | $21M | |
| Other Non-current Liabilities | $8M | $3M | $4M | $5M | $6M | $22M | $12M | $17M | $10M | $15M | |
| Total Liabilities | $1.48B | $1.35B | $1.43B | $958M | $726M | $752M | $569M | $533M | $266M | $288M | |
| Long-term Debt | · | · | · | · | $216M | $290M | $294M | $221M | $121M | $120M | |
| Total Debt | $971M | $662M | $597M | $413M | $216M | $290M | · | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $908.0K | $859.0K | · | · | · | · | |
| Paid-in Capital | $1.79B | $1.80B | $1.81B | $1.49B | $1.34B | $1.23B | $1.17B | $1.09B | $924M | $555M | |
| Retained Earnings | $-1.32B | $-781M | $-719M | $-606M | $-627M | $-589M | $-252M | $50M | $86M | $147M | |
| Treasury Stock | $61M | $21M | $21M | $21M | $21M | $21M | $0 | · | · | · | |
| AOCI | $-3M | $-2M | $-1M | $-1M | $-362.0K | $-278.0K | $-234.0K | $-182.0K | $0 | · | |
| Stockholders' Equity | $415M | $1.00B | $1.07B | $859M | $694M | $620M | $929M | $1.14B | $1.01B | $703M | |
| Liabilities + Equity | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Shares Outstanding | · | · | · | · | · | · | 84,588,629 | · | · | · |
现金流 18
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $118M | $123M | $67M | $60M | $61M | $61M | $45M | $32M | $17M | |
| Stock-based Comp | $40M | $40M | $41M | $34M | $17M | $15M | $16M | $18M | $20M | $19M | |
| Deferred Tax | $-15M | $-19M | $-54M | $2M | $-10M | $-48M | $-32M | $-17M | $100.0K | $-11M | |
| Amort. of Intangibles | $90M | $88M | $91M | $35M | $29M | $32M | $37M | $27M | $23M | $12M | |
| Restructuring | · | · | · | $0 | $7M | $1M | $0 | $0 | · | · | |
| Other Non-cash | $433M | $-59M | $146M | $-96M | $10M | $290M | $215M | $-13M | $-20M | $99M | |
| Operating Cash Flow | $39M | $19M | $143M | $-12M | $39M | $-16M | $-43M | $-21M | $-28M | $-36M | |
| CapEx | · | · | · | · | · | · | $36M | $40M | $28M | $16M | |
| Investing Cash Flow | $-233.0K | $-63M | $-416M | $-259M | $-16M | $261M | $-182M | $-160M | $-12M | $-97M | |
| Debt Issued | · | · | $647M | $220M | $0 | $30M | · | · | · | · | |
| Net Debt Issued | · | $0 | $183M | $220M | · | · | · | · | · | · | |
| Stock Repurchased | $40M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-40M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-36M | $-565.0K | $281M | $132M | $-30M | $-12M | $-36M | $274M | $166M | $150M | |
| Net Change in Cash | $2M | $-45M | $8M | $-140M | $-7M | $233M | $-260M | $93M | $125M | $18M | |
| Taxes Paid | $3M | $1M | $5M | $1M | $551.0K | $10M | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | · | $-78M | $-60M | $-56M | $-51M | |
| Levered FCF | · | · | · | · | · | · | $-92M | $-66M | $-59M | · |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -21.9% | -1.6% | · | · | -4.7% | -26.5% | -36.2% | -7.6% | · | -32838.0% | |
| Net Margin | -28.5% | -2.4% | · | · | -4.1% | -32.7% | -35.7% | -8.4% | · | -22094.3% | |
| Pretax Margin | -28.5% | -2.5% | · | · | -3.3% | -33.0% | -38.6% | -8.6% | · | -32853.8% | |
| EBITDA Margin | -15.7% | 3.0% | · | · | 1.9% | -20.5% | -29.0% | -0.47% | · | -30455.7% | |
| ROA | -24.1% | -2.4% | -5.0% | -1.2% | -2.8% | -23.3% | -18.8% | -3.5% | -4.8% | -14.4% | |
| ROE | -81.5% | -6.0% | -10.4% | -2.2% | -5.8% | -43.2% | -29.2% | -4.9% | -7.1% | -23.6% | |
| ROIC | -29.6% | -2.4% | -2.4% | 0.09% | -4.7% | -29.4% | -31.1% | -4.2% | -6.6% | -32.3% |
流动性与偿付能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 | 1.4 | 1.2 | 1.8 | 2.8 | 2.0 | |
| Quick Ratio | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 | 1.2 | 0.9 | 1.1 | 2.2 | 1.7 | |
| Debt / Equity | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 | 0.5 | · | · | · | · | |
| LT Debt / Equity | 2.3 | 0.5 | 0.6 | 0.5 | 0.3 | 0.4 | · | · | · | · | |
| Interest Coverage | · | · | -1.3 | 0.2 | -1.7 | -9.6 | -21.1 | -8.7 | -20.0 | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 1.0 | · | · | 0.7 | 0.7 | 0.5 | 0.4 | · | 0.0 | |
| Receivables Turnover | 5.2 | 5.9 | · | · | 5.8 | 10.1 | 10.9 | 9.7 | · | 0.0 |
增长率 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -26.6% | 30.1% | 45.3% | 48.9% | -1.8% | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.5% | 41.2% | 28.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · |
估值 (TTM) 4
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Net Income TTM | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| P/E | -0.8 | -13.9 | -25.8 | -140.4 | -62.9 | -4.1 | -2.5 | -30.7 | -13.1 | -4.2 | |
| Earnings Yield | -126.8% | -7.2% | -3.9% | -0.71% | -1.6% | -24.6% | -40.6% | -3.3% | -7.6% | -24.0% |
损益表 17
| 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 | $653M | $496M | $469M | $480M | $444M | $484M | $647M | $621M | $647M | $640M | $556M | $511M | $469M | $428M | $382M | $353M | |
| Cost of Revenue | $572M | $412M | $371M | $380M | $344M | $381M | $571M | $541M | $540M | $536M | $454M | $387M | $352M | $310M | $299M | $267M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $4M | |
| SG&A Expense | $69M | $73M | $73M | $78M | $75M | $78M | $48M | $67M | $69M | $79M | $81M | $97M | $90M | $90M | $83M | $69M | |
| Operating Expenses | $662M | $507M | $877M | $479M | $445M | $485M | $665M | $638M | $639M | $653M | $577M | $529M | $491M | $438M | $384M | $340M | |
| Operating Income | $-10M | $-11M | $-408M | $886.0K | $-1M | $-2M | $-19M | $-16M | $8M | $-13M | $-21M | $-18M | $-22M | $-10M | $-2M | $13M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $6M | · | $15M | $14M | $13M | · | $5M | |
| Interest Income | $703.0K | $1M | $868.0K | $964.0K | $1M | $1M | $830.0K | $794.0K | $1M | $3M | $3M | $1M | $604.0K | $1M | $604.0K | $425.0K | |
| Other Non-op | $109.0K | $742.0K | $252.0K | $80.0K | $-35.0K | $-48.0K | $381.0K | $-43.0K | $-105.0K | $8.0K | $-220.0K | $-77.0K | $-26.0K | $-220.0K | $-73.0K | $-345.0K | |
| Pretax Income | $-26M | $-26M | $-431M | $-20M | $-21M | $-63M | $-24M | $-24M | $1M | $-17M | $-48M | $-31M | $-35M | $-88M | $-10M | $-43M | |
| Income Tax | $3M | $910.0K | $-2M | $906.0K | $-825.0K | $1M | $-1M | $-619.0K | $-238.0K | $565.0K | $-15M | $-6M | $-970.0K | $-68M | $1M | $-46M | |
| Net Income | $-28M | $-27M | $-429M | $-21M | $-20M | $-65M | $-23M | $-23M | $2M | $-17M | $-33M | $-25M | $-34M | $-20M | $-11M | $2M | |
| EPS (Basic) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| EPS (Diluted) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| Shares (Basic) | 112,542,000 | 111,905,000 | -231,055,000 | 114,066,000 | 115,882,000 | 115,315,000 | -229,009,000 | 114,862,000 | 114,688,000 | 114,141,000 | -220,092,000 | 112,282,000 | 111,278,000 | 107,783,000 | -181,167,000 | 95,286,000 | |
| Shares (Diluted) | 112,542,000 | 111,905,000 | -231,055,000 | 114,066,000 | 115,882,000 | 115,315,000 | -229,009,000 | 114,862,000 | 114,688,000 | 114,141,000 | -220,092,000 | 112,282,000 | 111,278,000 | 107,783,000 | -185,189,000 | 99,308,000 | |
| EBITDA | $-10M | $11M | · | $886.0K | $-1M | $22M | · | $-16M | $8M | $16M | · | $-18M | $-22M | $19M | · | $13M |
资产负债表 26
| 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 | $116M | $142M | $152M | $117M | $151M | $247M | $104M | $97M | $101M | $165M | · | $185M | $143M | $158M | · | $157M | |
| Receivables | $449M | $314M | $310M | $387M | $359M | $430M | $415M | $408M | $374M | $428M | · | $394M | $345M | $263M | · | $188M | |
| Prepaid Expense | $23M | $22M | $19M | $22M | $28M | $35M | $29M | $23M | $26M | $25M | · | $37M | $41M | $34M | · | $24M | |
| Current Assets | $611M | $502M | $506M | $570M | $562M | $728M | $607M | $544M | $521M | $669M | · | $639M | $577M | $476M | · | $394M | |
| PP&E (Net) | $82M | $81M | $81M | $80M | $77M | $74M | $73M | $74M | $75M | $76M | · | $80M | $84M | $89M | · | $95M | |
| PP&E (Gross) | $298M | $293M | $287M | $280M | $271M | $261M | $253M | $247M | $241M | $234M | · | $255M | $250M | $247M | · | $236M | |
| Accum. Depreciation | $216M | $212M | $206M | $200M | $193M | $187M | $180M | $173M | $166M | $158M | · | $175M | $167M | $159M | · | $142M | |
| Goodwill | $694M | $694M | $694M | $1.08B | $1.14B | $1.14B | $1.14B | $1.14B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $723M | $723M | |
| Intangibles | $554M | $570M | $585M | $624M | $651M | $668M | $680M | $697M | $711M | $731M | · | $778M | $802M | $826M | · | $451M | |
| Total Assets | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B | |
| Accounts Payable | $39M | $63M | $60M | $72M | $69M | $58M | $96M | $50M | $39M | $77M | · | $52M | $77M | $51M | · | $62M | |
| Accrued Liabilities | $44M | $45M | $66M | $61M | $64M | $100M | $66M | $120M | $85M | $165M | · | $194M | $167M | $170M | · | $132M | |
| Short-term Debt | · | · | $0 | $5M | $172M | $172M | $171M | · | · | · | · | $991.0K | · | · | · | · | |
| Current Liabilities | $493M | $381M | $385M | $430M | $558M | $739M | $716M | $524M | $483M | $659M | · | $615M | $541M | $458M | · | $382M | |
| Capital Leases | $2M | $3M | $4M | $4M | $8M | $16M | $25M | $29M | $31M | $32M | · | $40M | $57M | $54M | · | $58M | |
| Deferred Tax | $10M | $8M | $8M | $10M | $10M | $11M | $11M | $12M | $13M | $13M | · | $27M | $34M | $36M | · | $4M | |
| Other Non-current Liabilities | $8M | $8M | $8M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Total Liabilities | $1.59B | $1.48B | $1.48B | $1.61B | $1.34B | $1.52B | $1.35B | $1.28B | $1.24B | $1.41B | · | $1.40B | $1.38B | $1.30B | · | $903M | |
| Total Debt | $966M | $973M | · | $1.06B | $821M | $819M | · | $600M | $599M | $598M | · | $601M | $633M | $632M | · | $412M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $1.82B | $1.80B | $1.79B | $1.79B | $1.78B | $1.80B | $1.80B | $1.82B | $1.81B | $1.81B | · | $1.80B | $1.77B | $1.77B | · | $1.47B | |
| Retained Earnings | $-1.37B | $-1.34B | $-1.32B | $-886M | $-865M | $-845M | $-781M | $-758M | $-735M | $-736M | · | $-686M | $-660M | $-626M | · | $-595M | |
| Treasury Stock | $61M | $61M | $61M | $61M | $21M | $21M | $21M | $21M | $21M | $21M | · | $21M | $21M | $21M | · | $21M | |
| AOCI | $-4M | $-4M | $-3M | $-2M | $-2M | $-2M | $-2M | $-1M | $-1M | $-1M | · | $-1M | $-1M | $-1M | · | $-1M | |
| Stockholders' Equity | $383M | $396M | $415M | $842M | $896M | $936M | $1.00B | $1.04B | $1.05B | $1.05B | $1.07B | $1.10B | $1.09B | $1.12B | $859M | $856M | |
| Liabilities + Equity | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B |
现金流 13
| 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 | $22M | $22M | $45M | $24M | $23M | $24M | $29M | $30M | $30M | $30M | $30M | $32M | $32M | $29M | $20M | $17M | |
| Stock-based Comp | $15M | $11M | $2M | $15M | $12M | $11M | $-6M | $14M | $13M | $19M | $11M | $10M | $9M | $11M | $15M | $7M | |
| Amort. of Intangibles | $15M | $15M | $39M | $17M | $17M | $17M | $22M | $22M | $22M | $22M | $22M | $24M | $24M | $21M | $11M | $10M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-7M | · | · | · | $34M | · | · | · | $-26M | · | · | · | $-22M | · | · | |
| Operating Cash Flow | $-9M | $-984.0K | $49M | $16M | $-30M | $5M | $-26M | $19M | $21M | $5M | $89M | $61M | $654.0K | $-8M | $36M | $-3M | |
| Investing Cash Flow | $-7M | $-6M | $82M | $-9M | $-61M | $-13M | $-20M | $-20M | $-14M | $-10M | $-6M | $-6M | $-8M | $-395M | $-4M | $-255M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $-267.0K | $256M | · | $220M | |
| Net Debt Issued | · | · | · | · | · | $-62M | · | · | · | $0 | · | · | · | $219M | · | · | |
| Stock Repurchased | · | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-11M | $-4M | $-93M | $-42M | $-9M | $108M | $97M | $-9M | $-103M | $15M | $-84M | $-37M | $23M | $380M | $-11M | $173M | |
| Net Change in Cash | $-27M | $-12M | $38M | $-35M | $-100M | $99M | $51M | $-10M | $-96M | $10M | $-1M | $17M | $16M | $-23M | $20M | $-86M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $2M | · |
盈利能力 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.5% | -2.1% | · | 0.18% | -0.26% | -0.34% | · | -2.6% | 1.2% | -2.1% | · | -3.5% | -4.6% | -2.4% | · | 3.7% | |
| Net Margin | -4.3% | -5.4% | · | -4.3% | -4.5% | -13.4% | · | -3.7% | 0.25% | -2.7% | · | -5.0% | -7.3% | -6.1% | · | 0.60% | |
| Pretax Margin | -3.9% | -5.2% | · | -4.2% | -4.7% | -13.1% | · | -3.8% | 0.21% | -2.6% | · | -6.0% | -7.5% | -20.6% | · | -12.3% | |
| EBITDA Margin | -1.5% | 2.2% | · | 0.18% | -0.26% | 4.6% | · | -2.6% | 1.2% | 2.5% | · | -3.5% | -4.6% | 4.4% | · | 3.7% | |
| ROA | -1.3% | -1.2% | · | -0.84% | -0.81% | -2.4% | · | -0.89% | 0.06% | -0.66% | · | -1.1% | -1.7% | -1.3% | · | 0.14% | |
| ROE | -4.4% | -4.0% | · | -2.2% | -2.0% | -6.5% | · | -2.2% | 0.15% | -1.6% | · | -2.6% | -4.0% | -3.0% | · | 0.29% | |
| ROIC | -0.78% | -0.80% | · | 0.05% | -0.07% | -0.09% | · | -0.97% | 0.55% | -0.84% | · | -0.87% | -1.2% | -0.13% | · | -0.05% |
流动性与偿付能力 5
| 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 | 1.2 | 1.3 | · | 1.3 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 1.1 | 1.2 | · | 1.2 | 0.9 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | |
| Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.9 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| LT Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -2.2 | · | -1.2 | -1.5 | -0.8 | · | 2.7 |
效率 2
| 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 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.1 | · | 1.5 | 1.8 | 1.9 | · | 1.8 | 2.0 | 1.9 | · | 1.9 |
估值 (TTM) 4
| 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 | $2.10B | $1.89B | · | $2.05B | $2.20B | $2.40B | · | $2.46B | $2.35B | $2.18B | · | $1.79B | $1.63B | $1.48B | · | $1.22B | |
| Net Income TTM | $-505M | $-497M | · | $-128M | $-130M | $-109M | · | $-72M | $-74M | $-110M | · | $-78M | $-57M | $-28M | · | $-21M | |
| P/E | -1.2 | -0.5 | · | -5.4 | -7.0 | -7.7 | · | -31.1 | -20.3 | -26.2 | · | -26.7 | -43.3 | -85.4 | · | -149.7 | |
| Earnings Yield | -84.3% | -208.8% | · | -18.7% | -14.3% | -13.0% | · | -3.2% | -4.9% | -3.8% | · | -3.8% | -2.3% | -1.2% | · | -0.67% |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $1.88B | $2.55B | $1.96B | $1.35B | $908M |
| 营业利润率 % | -21.9% | -1.6% | — | — | -4.7% |
| 净收入 | $-535M | $-62M | $-113M | $-19M | $-38M |
| 稀释后每股收益 (EPS) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 |
| 流动比率 | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 |
| 速动比率 | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 |
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机构持有人 (13F) 221 家申报者 · $414.0M 总计 · 截至 2026年6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。
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 |
|---|---|---|---|---|
| 42 (+2 与上一季度对比) | 29 (-24 与上一季度对比) | 70 (+10 与上一季度对比) | 58 (+2 与上一季度对比) | +1.7M |
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 |
|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP | $58614444 | 10814473 | 14.16% | 股份 |
| Rubicon Founders LLC | $31523387 | 5816123 | 7.61% | 股份 |
| Engaged Capital LLC | $30156403 | 5563912 | 7.28% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $25950927 | 4787994 | 6.27% | 股份 |
| D. E. Shaw & Co., Inc. | $23002670 | 4244035 | 5.56% | 股份 |
| Rock Springs Capital Management LP | $13550000 | 2500000 | 3.27% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $13455851 | 2481844 | 3.25% | 股份 |
| STATE STREET CORP | $13335536 | 2460431 | 3.22% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11553126 | 2131573 | 2.79% | 股份 |
| Glenmede Investment Management, LP | $9965490 | 1177954 | 2.41% | 股份 |
| Camber Capital Management LP | $9571000 | 850000 | 2.31% | 股份 |
| Rock Point Advisors, LLC | $9321782 | 1719886 | 2.25% | 股份 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8680878 | 1601638 | 2.10% | 股份 |
| KENNEDY CAPITAL MANAGEMENT LLC | $8497563 | 1567816 | 2.05% | 股份 |
| Mesirow Institutional Investment Management, Inc. | $7896679 | 701927 | 1.91% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7305195 | 1347822 | 1.76% | 股份 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6920256 | 1276800 | 1.67% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $6848999 | 1263653 | 1.65% | 股份 |
| BlackRock, Inc. | $5588448 | 1031079 | 1.35% | 股份 |
| Hudson Bay Capital Management LP | $4949051 | 913109 | 1.20% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $4663140 | 860358 | 1.13% | 股份 |
| Walleye Capital LLC | $4584166 | 845787 | 1.11% | 股份 |
| BANK OF AMERICA CORP /DE/ | $4256369 | 785308 | 1.03% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $4132002 | 762362 | 1.00% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $3790027 | 699267 | 0.92% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $3612490 | 666511 | 0.87% | 股份 |
| Voleon Capital Management LP | $3612441 | 666502 | 0.87% | 股份 |
| Cubist Systematic Strategies, LLC | $3564938 | 421387 | 0.86% | 股份 |
| ALGERT GLOBAL LLC | $3558029 | 656463 | 0.86% | 股份 |
| GOLDMAN SACHS GROUP INC | $3420145 | 631023 | 0.83% | 股份 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3414600 | 630000 | 0.82% | 股份 |
| VANGUARD GROUP INC | $2930324 | 732581 | 0.71% | 股份 |
| Man Group plc | $2700634 | 498272 | 0.65% | 股份 |
| FORMULA GROWTH LTD | $2628700 | 485000 | 0.63% | 股份 |
| CITIGROUP INC | $2485249 | 458533 | 0.60% | 股份 |
| CITADEL ADVISORS LLC | $2417938 | 446114 | 0.58% | 股份 |
| Tejara Capital Ltd | $2392692 | 441456 | 0.58% | 股份 |
| MARSHALL WACE, LLP | $2047366 | 377743 | 0.49% | 股份 |
| Benefit Street Partners LLC | $1968354 | 363165 | 0.48% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $1644119 | 303343 | 0.40% | 股份 |
| Mariner, LLC | $1640658 | 302668 | 0.40% | 股份 |
| BRIGHTON JONES LLC | $1593998 | 294096 | 0.39% | 股份 |
| Jefferies Financial Group Inc. | $1580472 | 291600 | 0.38% | 股份 |
| Vanguard Global Advisers, LLC | $1433465 | 264477 | 0.35% | 股份 |
| Squarepoint Ops LLC | $1359564 | 250842 | 0.33% | 股份 |
| GAMCO INVESTORS, INC. ET AL | $1341450 | 247500 | 0.32% | 股份 |
| HSBC HOLDINGS PLC | $1280875 | 237199 | 0.31% | 股份 |
| CONGRESS ASSET MANAGEMENT CO | $1239511 | 228692 | 0.30% | 股份 |
| Qube Research & Technologies Ltd | $1171669 | 216175 | 0.28% | 股份 |
| TWO SIGMA ADVISERS, LP | $1127600 | 281900 | 0.27% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1111046 | 204990 | 0.27% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $1103008 | 203507 | 0.27% | 股份 |
| GABELLI FUNDS LLC | $1074786 | 198300 | 0.26% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1067361 | 196930 | 0.26% | 股份 |
| Engineers Gate Manager LP | $1033887 | 190754 | 0.25% | 股份 |
| AMERIPRISE FINANCIAL INC | $930890 | 171751 | 0.22% | 股份 |
| ExodusPoint Capital Management, LP | $867124 | 159986 | 0.21% | 股份 |
| Nuveen, LLC | $859151 | 158515 | 0.21% | 股份 |
| RHUMBLINE ADVISERS | $855387 | 157823 | 0.21% | 股份 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $813000 | 150000 | 0.20% | 股份 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $760247 | 140267 | 0.18% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $750670 | 138500 | 0.18% | 卖出期权 |
| Bank of New York Mellon Corp | $682264 | 125879 | 0.16% | 股份 |
| XTX Topco Ltd | $609311 | 112419 | 0.15% | 股份 |
| Quantinno Capital Management LP | $546856 | 100896 | 0.13% | 股份 |
| Quinn Opportunity Partners LLC | $540304 | 99687 | 0.13% | 股份 |
| WELLS FARGO & COMPANY/MN | $536580 | 99000 | 0.13% | 股份 |
| Atom Investors LP | $488548 | 90138 | 0.12% | 股份 |
| Tempus Wealth Planning, LLC | $454223 | 83805 | 0.11% | 股份 |
| State of Wyoming | $446359 | 82354 | 0.11% | 股份 |
| Corient Private Wealth LP | $442240 | 81594 | 0.11% | 股份 |
| JANE STREET GROUP, LLC | $418966 | 77300 | 0.10% | 买入期权 |
| Graham Capital Management, L.P. | $416928 | 76924 | 0.10% | 股份 |
| NATIXIS | $384820 | 71000 | 0.09% | 股份 |
| CITADEL ADVISORS LLC | $377774 | 69700 | 0.09% | 买入期权 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $375341 | 69251 | 0.09% | 股份 |
| BARCLAYS PLC | $370906 | 68433 | 0.09% | 股份 |
| MetLife Investment Management, LLC | $365189 | 67378 | 0.09% | 股份 |
| NORGES BANK | $343921 | 63454 | 0.08% | 股份 |
| BROWN ADVISORY INC | $329411 | 60777 | 0.08% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $329005 | 60702 | 0.08% | 股份 |
| Quantbot Technologies LP | $326398 | 60221 | 0.08% | 股份 |
| GROUP ONE TRADING LLC | $325422 | 60041 | 0.08% | 股份 |
| JANE STREET GROUP, LLC | $304062 | 56100 | 0.07% | 卖出期权 |
| Jain Global LLC | $300620 | 55465 | 0.07% | 股份 |
| Vanguard Personalized Indexing Management, LLC | $300046 | 55359 | 0.07% | 股份 |
| AlphaQuest LLC | $299352 | 74838 | 0.07% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $282241 | 123790 | 0.07% | 股份 |
| INCEPTIONR LLC | $269797 | 49778 | 0.07% | 股份 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $267791 | 49408 | 0.06% | 股份 |
| Invesco Ltd. | $254155 | 46892 | 0.06% | 股份 |
| CITADEL ADVISORS LLC | $243900 | 45000 | 0.06% | 卖出期权 |
| Numerai GP LLC | $243640 | 44952 | 0.06% | 股份 |
| Point72 (DIFC) Ltd | $215562 | 25480 | 0.05% | 股份 |
| Callan Family Office, LLC | $201727 | 37219 | 0.05% | 股份 |
| BLAIR WILLIAM & CO/IL | $196470 | 36249 | 0.05% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $194296 | 35848 | 0.05% | 股份 |
| HB Wealth Management, LLC | $194264 | 35842 | 0.05% | 股份 |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $188925 | 22332 | 0.05% | 股份 |
| Police & Firemen's Retirement System of New Jersey | $176183 | 32506 | 0.04% | 股份 |
公司内部人士 30 位内幕人士 · 11 位高管 · 17 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 |
|---|---|---|---|---|---|---|
| Seth Blackley | Chief Executive Officer | 2026年7月1日 F | 1272767 | 0 | 0 | $0 |
| Frank J Williams | Chief Executive Officer | 2018年8月20日 S | 718357 | 0 | 0 | $0 |
| Nicholas Mcgrane | Chief Financial Officer | 2017年5月19日 M | 32084 | 0 | 0 | $0 |
| Daniel Joseph Mccarthy | PRESIDENT | 2026年7月1日 F | 721025 | 0 | 0 | $0 |
| Thomas Peterson III | Chief Operating Officer | 2017年5月19日 S | 139285 | 0 | 0 | $0 |
| Aammaad Shams | Chief Accounting Officer | 2026年7月1日 A | 95637 | 0 | 0 | $0 |
| Jonathan Weinberg | General Counsel | 2026年7月1日 F | 284917 | 0 | 0 | $0 |
| Lydia Stone | Principal Accounting Officer | 2017年2月1日 A | 10474 | 0 | 0 | $0 |
| Dave Thornton | Chief Talent Officer | 2016年9月14日 S | 95457 | 0 | 0 | $0 |
| Chad Pomeroy | Chief Technology Officer | 2016年9月14日 S | 286370 | 0 | 0 | $0 |
| Gary Piefer | Chief Medical Officer | 2015年6月10日 P | 206269 | 0 | 0 | $0 |
| Russell Monroe Glass | 董事 | 2026年6月4日 A | 77347 | 0 | 0 | $0 |
| Toyin Ajayi | 董事 | 2026年6月4日 A | 75170 | 0 | 0 | $0 |
| Kim Keck | 董事 | 2026年6月4日 A | 102597 | 0 | 0 | $0 |
| Richard M Jelinek | 董事 | 2026年6月4日 A | 77533 | 0 | 0 | $0 |
| Brendan B Springstubb | 董事 | 2026年6月4日 A | 99917 | 0 | 0 | $0 |
| Craig A. Barbarosh | 董事 | 2026年6月4日 A | 95031 | 0 | 0 | $0 |
| Jill D. Smith | 董事 | 2026年6月4日 A | 64233 | 0 | 0 | $0 |
| Peter J Grua | 董事 | 2026年6月4日 A | 63075 | 0 | 0 | $0 |
| Shawn M Guertin | 董事 | 2026年6月4日 A | 63075 | 0 | 0 | $0 |
| UNITEDHEALTH GROUP INC | 董事 | 2018年6月1日 S | 0 | 0 | 0 | $0 |
| Cheryl Scott | 董事 | 2016年7月5日 A | 11850 | 0 | 0 | $0 |
| Diane Holder | 董事 | 2016年7月5日 A | 11255 | 0 | 0 | $0 |
| David Farner | 董事 | 2016年7月5日 A | 11255 | 0 | 0 | $0 |
| Bruce C. Felt Jr. | 董事 | 2016年7月5日 A | 11255 | 0 | 0 | $0 |
| Michael D'Amato | 董事 | 2016年5月1日 A | 8183 | 0 | 0 | $0 |
| ADVISORY BOARD CO | 10% 所有者 | 2017年5月19日 C | 4128167 | 0 | 0 | $0 |
| Kenneth A Samet | — | 2017年6月8日 A | 12420 | 0 | 0 | $0 |
| Steve Wigginton | — | 2017年6月6日 S | 12411 | 0 | 0 | $0 |
| Norman Payson | — | 2016年7月5日 A | 11255 | 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
激进投资者及 5%+ 股东 2 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 |
|---|---|---|---|---|---|
| Engaged Capital Flagship Master Fund, LP, Engaged Capital Co-Invest XI, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×6 申报 | 2022年8月25日 | — | 初始申报 | — | SEC |
| UnitedHealth Group Incorporated, The Advisory Board Company ×2 申报 | 2018年3月5日 | — | 初始申报 | 董事会活动 | 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.
ETF持仓 由 30 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 |
|---|---|---|---|---|
| VFVA · VANGUARD WELLINGTON FUND | 0.18% | 287524 SH | 2026年8月8日 | 每日 |
| HAPS · Harbor ETF Trust | 0.10% | 43300 NS | 2026年4月30日 | N-PORT |
| IHF · iShares Trust | 0.06% | 207777 SH | 2026年8月8日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 353670 SH | 2026年8月8日 | 每日 |
| FNDA · SCHWAB STRATEGIC TRUST | 0.03% | 721643 NS | 2026年5月31日 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 64467 SH | 2026年8月8日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 659586 SH | 2026年8月8日 | 每日 |
| IWN · iShares Trust | 0.02% | 681220 SH | 2026年8月8日 | 每日 |
| DFAT · Dimensional ETF Trust | 0.01% | 512835 NS | 2026年4月30日 | N-PORT |
| IWM · iShares Trust | 0.01% | 2925719 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.01% | 48333 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 5251 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1299653 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 43642 SH | 2026年8月8日 | 每日 |
| VHT · VANGUARD WORLD FUND | 0.01% | 283197 SH | 2026年8月8日 | 每日 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 530888 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.01% | 372167 SH | 2026年8月8日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.01% | 303762 NS | 2026年4月30日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.01% | 158270 NS | 2026年4月30日 | N-PORT |
| UWM · ProShares Trust | 0.01% | 4106 NS | 2026年5月31日 | N-PORT |
| URTY · ProShares Trust | 0.00% | 4152 NS | 2026年5月31日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 9465 NS | 2026年5月31日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 4707 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.00% | 104 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 4971 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 86308 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 142359 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.00% | 29451 SH | 2026年8月8日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 3384855 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 9406 SH | 2026年8月8日 | 每日 |