EVRG Evergy, Inc. - Common Stock
关于 Evergy, Inc. - Common Stock 公司概况(来自维基百科)
Evergy, Inc. is an American investor-owned utility (IOU) with publicly traded stock with headquarters in Topeka, Kansas, and in Kansas City, Missouri. The company was formed from a merger of Westar Energy of Topeka and Great Plains Energy of Kansas City, parent company of Kansas City Power & Light. Evergy is the largest electric company in Kansas, serving more than 1.7 million residential, commercial and industrial customers in Kansas and Missouri. Its more than 40 power plants have generating capacity of 16,000 megawatt electricity in Kansas and Missouri. Service territory covers 28,130 square miles (72,900 km2) in east Kansas and west Missouri. It owns more than 10,100 miles (16,300 km) of transmission lines and about 52,000 miles (84,000 km) of distribution lines.
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Evergy, Inc. is an American investor-owned utility (IOU) with publicly traded stock with headquarters in Topeka, Kansas, and in Kansas City, Missouri. The company was formed from a merger of Westar Energy of Topeka and Great Plains Energy of Kansas City, parent company of Kansas City Power & Light. Evergy is the largest electric company in Kansas, serving more than 1.7 million residential, commercial and industrial customers in Kansas and Missouri. Its more than 40 power plants have generating capacity of 16,000 megawatt electricity in Kansas and Missouri. Service territory covers 28,130 square miles (72,900 km2) in east Kansas and west Missouri. It owns more than 10,100 miles (16,300 km) of transmission lines and about 52,000 miles (84,000 km) of distribution lines.
History of Westar Energy
Western Resources was the product of a 1992 merger between the two major electric companies in eastern Kansas, Kansas Gas and Electric (KG&E) of Wichita and Kansas Power and Light (KPL) of Topeka.
KG&E was founded in 1909 when the American Power and Light Company took over electric companies in Wichita, Pittsburg and Frontenac. Within a decade, it served over 48,000 people in 50 cities and towns. It also provided natural gas to several of the larger cities in its service territory.
KPL was founded in 1924, and quickly expanded across northeastern Kansas. In 1983, it merged with The Gas Service Company, a natural gas utility serving customers in Kansas, Missouri, Nebraska and Oklahoma.
In 1992, KPL merged with KG&E to become Western Resources, with KPL and KG&E as operating companies. The merger created one of the largest utilities in the Midwest, serving 560,000 electric customers and 1.06 million natural gas customers in three states. In 1996, Western Resources sold its natural gas business to ONEOK as Kansas Gas Service; this company became part of ONE Gas. In return, Western Resources acquired a 45 percent stake in ONEOK; it sold this stake in 2003.
In 2002, Western Resources officially changed its name to Westar Energy, and all of its subsidiaries began doing business under that name.
History of Kansas City Power & Light
Kansas City Power and Light Company was an electric utility serving the Kansas City metropolitan area. It was a wholly owned subsidiary, and biggest component, of Great Plains Energy.
In November 1881, Joseph S. Chick obtained the exclusive rights to use the Thompson-Houston arc lighting system in the counties of Jackson, Missouri, and Wyandotte, Kansas, for $4,000. In December, the initial franchise to establish an electric works in the City of Kansas, Missouri, was granted to Lysander R. Moore and later assigned to Kawsmouth Electric Light Company. Construction was begun in February 1882 on a power plant on a tract of land at the southeast corner of 8th and Santa Fe Streets in the West Bottoms. Kawsmouth Electric Light Company built quickly and, on Saturday night, May 13, 1882, brought electric illumination to the first 13 customers on the west side of Main Street in the downtown district. In 1885, the company reincorporated as Kansas City Electric Light Company.
Weeks spun off the Edison Electric Light & Power Company to meet residential demand. An electric war ensued when in 1883 J. Ogden Armour, heir to the Armour Packing Company, purchased the company on May 14, 1900, to power the Metropolitan Street Railway Company and Kansas City Electric Light Company. Under Armour, the company bought competitors and built a new power plant in 1903, providing steam heat to downtown businesses. The company focused on the trolley company and in 1911 it went into receivership. In October 1917, the company spun off the trolley business (which still controlled some power plants) and emerged from bankruptcy as Kansas City Light & Power Company with Edison Pioneer, Joseph F. Porter, as President. Porter found the weakened company's most urgent needs were for more energy and more efficient plants. Thus, the company began construction on the Northeast Power station, the company's first modern generating complex.
Increased construction costs forced the company to reincorporate again, in June 1919, as Kansas City Power and Light Company. After acquiring the Carroll County Electric Company on July 29, 1922, the reorganized company became Kansas City Power & Light Company, adopting the ampersand and corporate name that continues. Armour sold his interest in 1923. Continental Gas & Electric Corporation purchased the controlling interest in 1924 and was part of United Light and Power until United dissolved in 1950.
Under Porter's twenty-one year leadership, the company prospered. Capitalization rose from $7 million to $82.5 million (or $160 million to $1.89 billion in 2025, inflation adjusted). Assured of a strong financial base, Porter ordered construction of the 32-story Kansas City Power and Light Building, which was completed in 1931 and remained the company's headquarters until 1991. Today, the building remains a prominent feature of the downtown Kansas City skyline and namesake for the Kansas City Power & Light District. In 1938, Porter resigned his position as president, though he remained chairman of the board until his death in 1942.
The Hawthorn Station, situated on the Missouri River, was started in 1948, and the first of two units were completed in 1951. Two other units followed and were fully operational by 1956. Kansas City Power became independent in 1950. It acquired Eastern Kansas Utilities in 1952. It was part of a consortium that built Wolf Creek Nuclear Generating Station in Burlington, Kansas.
On October 1, 2001, a holding company, Great Plains Energy Incorporated, was established in Kansas City, Missouri that owned electric utility Kansas City Power and Light Company and Strategic Energy, LLC, an energy management company.
It acquired Aquila, Inc. in July, 2008.
In 2014, it ranked number 855 on the Fortune 1000 list.
Merger of KCP&L and Westar
In 2016, Great Plains Energy announced plans to acquire Westar, but this proposed merger was rejected by Kansas Corporation Commission utility regulators as unfavorable to Kansas consumers. A new plan with Great Plains merging with Westar was announced in 2017. As of May 24, 2018, this merger has been approved by both the Missouri Public Service Commission and the Kansas Corporation Commission, with the combined company to be named Evergy. KCP&L and Westar became the two operating companies of Evergy.
On October 7, 2019, the Westar and KCP&L brands were retired and the company adopted the Evergy brand across its entire service territory.
On December 28, 2022, the company switched its stock exchange listing to the Nasdaq Global Select Market.
Generation portfolio
Wolf Creek Nuclear Generating Station – Burlington, Kansas
La Cygne Generating Station – La Cygne, Kansas
Lawrence Energy Center – Lawrence, Kansas
Abilene Energy Center – Abilene, Kansas
Central Plains Wind Farm – Leoti, Kansas
Emporia Energy Center – Emporia, Kansas
Flat Ridge Wind Energy – Nashville, Kansas
Gordon Evans Energy Center – Colwich, Kansas
Hutchinson Energy Center – Hutchinson, Kansas
Hawthorn Generating Station - Kansas City, Mo
Iatan Generating Station - Weston, Missouri
Jeffrey Energy Center – St. Marys, Kansas
Meridian Way Wind Farm – Concordia, Kansas
Murray Gill Energy Center – Wichita, Kansas
Neosho Energy Center (out of use since 2012) – Parsons, Kansas
Rolling Meadows Landfill Gas to Energy Plant – Topeka, Kansas
Spring Creek Energy Center – Logan County, Oklahoma
State Line Combined Cycle Plant – Joplin, Missouri
Tecumseh Energy Center – Tecumseh, Kansas
Western Plains Wind Farm – Ford County, Kansas
Controversies
In 1999, Western Resources restated its consolidated financial statements for 1999, 1998, and 1997 and for each of the periods of 2000, related to the Westinghouse Security Systems (WSS) acquisition.
On November 1, 2002, Westar Energy announced the restating of results for its first and second quarter, to account for additional impairment at its Protection One Inc. (POI) unit.
On January 14, 2003, Westar Energy Inc was charged for transactions involving power sales from one Cleco Corporation affiliate to Westar and then back to another or the same Cleco affiliate, and paid $30,000,000 for the settlement.
On March 25, 2004, Westar Energy restated its 2003 annual financial results, after realizing that it might have understated its cash flow from operations for the year.
Awards
Evergy was named one of the "Healthiest 100 Workplaces in America" by Springbuk in 2019.
In May 2019, Forbes named Evergy as one of America's "Best Top 500 Employers".
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
EVRG 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
EVRG 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
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
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)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
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)
资本效率 资产周转率、库存周转率、应收账款周转率
股息 收益率、派息率、股息历史、5年CAGR
| 除息日 | 金额 |
|---|---|
| 2026年5月22日 | $0.6950 |
| 2026年3月10日 | $0.6950 |
| 2025年11月21日 | $0.6950 |
| 2025年8月22日 | $0.6680 |
| 2025年5月23日 | $0.6680 |
| 2025年3月10日 | $0.6680 |
| 2024年11月21日 | $0.6680 |
| 2024年8月20日 | $0.6430 |
| 2024年5月17日 | $0.6430 |
| 2024年3月8日 | $0.6430 |
| 2023年11月21日 | $0.6430 |
| 2023年8月18日 | $0.6130 |
| 2023年5月18日 | $0.6130 |
| 2023年3月8日 | $0.6130 |
| 2022年11月17日 | $0.6130 |
| 2022年8月18日 | $0.5730 |
| 2022年5月19日 | $0.5730 |
| 2022年3月4日 | $0.5730 |
| 2021年11月18日 | $0.5730 |
| 2021年8月19日 | $0.5350 |
EVRG 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
- 强烈买入 7 35.0%
- 买入 6 30.0%
- 持有 7 35.0%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
11 位分析师 · 2026-08-17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
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $0.88 | $0.85 | 0.03% |
| 2026年3月31日 | $0.69 | $0.66 | 0.03% |
| 2025年12月31日 | $0.42 | $0.58 | -0.16% |
| 2025年9月30日 | $2.03 | $2.10 | -0.07% |
| 2025年6月30日 | $0.82 | $0.83 | -0.01% |
| 2025年3月31日 | $0.54 | $0.68 | -0.14% |
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 |
|---|---|---|---|---|---|---|
| EVRG | — | 19.8 | 1.9% | 14.3% | 8.5% | — |
| EIX | $23.09B | 5.2 | 9.8% | 23.1% | 26.9% | — |
| FE | $25.87B | 25.4 | 12.0% | 6.8% | 8.2% | — |
| ES | $25.28B | 14.8 | 13.8% | 12.6% | 10.7% | — |
| PPL | — | — | — | — | — | — |
| NRG | $30.32B | 39.7 | 9.2% | 2.8% | 43.5% | — |
| LNT | $16.72B | 20.7 | 9.6% | 18.6% | 11.3% | — |
| PNW | — | 17.6 | 4.2% | 11.8% | 9.2% | — |
| OGE | $8.80B | 18.4 | 9.2% | 14.4% | 9.8% | — |
| IDA | — | 21.5 | -1.2% | 18.5% | 9.4% | — |
| OKLO | $11.52B | -99.7 | — | — | -9.7% | — |
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 13
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B | $4.91B | $5.15B | $4.28B | $2.57B | $2.56B | |
| Operating Expenses | $4.43B | $4.38B | $4.23B | $4.59B | $4.23B | $3.77B | $3.96B | $3.34B | $1.89B | $1.86B | |
| Operating Income | $1.53B | $1.47B | $1.28B | $1.27B | $1.35B | $1.14B | $1.19B | $934M | $679M | $702M | |
| Interest Expense | $616M | $563M | $526M | $404M | $373M | $384M | $374M | $280M | $171M | $162M | |
| Other Non-op | $-26M | $3M | $-5M | $-58M | $19M | $-36M | $-39M | $-54M | $-27M | $-2M | |
| Pretax Income | $891M | $908M | $752M | $805M | $1.00B | $724M | $773M | $600M | $481M | $539M | |
| Income Tax | $30M | $30M | $16M | $48M | $117M | $102M | $97M | $59M | $151M | $184M | |
| Net Income | $856M | $874M | $731M | $753M | $880M | $618M | $670M | $536M | $324M | $347M | |
| EPS (Basic) | $3.71 | $3.79 | $3.18 | $3.27 | $3.84 | $2.72 | $2.80 | $2.50 | $2.27 | $2.43 | |
| EPS (Diluted) | $3.66 | $3.79 | $3.17 | $3.27 | $3.83 | $2.72 | $2.79 | $2.50 | $2.27 | $2.43 | |
| Shares (Basic) | 230,500,000 | 230,300,000 | 230,000,000 | 229,900,000 | 229,000,000 | 227,200,000 | 239,500,000 | 213,900,000 | 142,500,000 | 142,100,000 | |
| Shares (Diluted) | 233,600,000 | 230,600,000 | 230,500,000 | 230,300,000 | 229,600,000 | 227,500,000 | 239,900,000 | 214,100,000 | 142,600,000 | 142,500,000 | |
| EBITDA | $1.53B | $1.47B | $1.28B | $1.27B | $1.35B | $1.14B | $1.19B | $934M | · | · |
资产负债表 22
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $22M | $28M | $25M | $26M | $145M | $23M | $160M | $3M | · | |
| Receivables | $214M | $245M | $257M | $315M | $222M | $274M | $228M | $194M | $291M | · | |
| Prepaid Expense | $78M | $66M | $51M | $48M | $49M | $48M | $78M | $79M | $40M | · | |
| Other Current Assets | $47M | $45M | $31M | $44M | $75M | $24M | · | · | · | · | |
| Current Assets | $1.82B | $1.84B | $1.79B | $1.84B | $1.71B | $1.62B | $1.47B | $1.68B | $727M | · | |
| PP&E (Net) | $26.30B | $24.93B | $23.73B | $22.14B | $21.00B | $19.95B | $19.18B | $18.78B | $9.55B | · | |
| Goodwill | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $0 | · | |
| Other Non-current Assets | $592M | $576M | $560M | $534M | $563M | $528M | $512M | $396M | $245M | · | |
| Total Assets | $33.95B | $32.28B | $30.98B | $29.49B | $28.52B | $27.11B | $25.98B | $25.60B | $11.62B | · | |
| Accounts Payable | $654M | $614M | $617M | $601M | $640M | $654M | $529M | $452M | $204M | · | |
| Short-term Debt | $1.39B | $1.21B | $952M | · | · | · | · | · | · | · | |
| Current Liabilities | $3.70B | $3.66B | $3.51B | $3.49B | $3.10B | $2.36B | $2.34B | $2.87B | $824M | · | |
| Capital Leases | $45M | $43M | $53M | $60M | · | · | $82M | $45M | · | · | |
| Deferred Tax | $2.02B | $2.04B | $2.10B | $2.00B | $1.86B | $1.66B | $1.74B | $1.60B | $816M | · | |
| Other Non-current Liabilities | $358M | $311M | $288M | $288M | $310M | $308M | $341M | $237M | $133M | · | |
| Long-term Debt | $13.41B | $12.46B | $11.85B | $10.34B | $9.69B | $9.63B | $9.00B | $7.34B | $3.69B | · | |
| Total Debt | $14.80B | $13.67B | $11.85B | $10.34B | $9.69B | $9.63B | $9.00B | $7.34B | · | · | |
| Common Stock | $7.27B | $7.25B | $7.23B | $7.22B | $7.21B | $7.08B | $7.07B | $8.69B | $2.73B | · | |
| Retained Earnings | $2.97B | $2.73B | $2.46B | $2.30B | $2.08B | $1.70B | $1.55B | $1.35B | $1.17B | · | |
| AOCI | $-18M | $-24M | $-30M | $-34M | $-44M | $-49M | $-50M | $-3M | $0 | · | |
| Stockholders' Equity | $10.22B | $9.96B | $9.66B | $9.48B | $9.24B | $8.73B | $8.57B | $10.03B | $3.91B | · | |
| Liabilities + Equity | $33.95B | $32.28B | $30.98B | $29.49B | $28.52B | $27.11B | $25.98B | $25.60B | $11.62B | · |
现金流 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.16B | $1.11B | $1.08B | $929M | $896M | $880M | $862M | $619M | $372M | $338M | |
| Stock-based Comp | $21M | $15M | $18M | $19M | $16M | $16M | $16M | $30M | $9M | $9M | |
| Deferred Tax | $28M | $-1M | $-12M | $14M | $108M | $133M | $121M | $128M | $154M | $188M | |
| Operating Cash Flow | $2.05B | $1.98B | $1.98B | $1.80B | $1.35B | $1.75B | $1.75B | $1.50B | $913M | $804M | |
| CapEx | $2.80B | $2.34B | $2.33B | $2.17B | $1.97B | $1.56B | $1.21B | $1.07B | $765M | $1.09B | |
| Investing Cash Flow | $-2.57B | $-2.26B | $-2.47B | $-2.15B | $-1.91B | $-1.53B | $-1.08B | $197M | $-781M | $-994M | |
| Debt Issued | $1.69B | $1.41B | $2.44B | $568M | $497M | $889M | $2.37B | $291M | $296M | $396M | |
| Net Debt Issued | $936M | $602M | $2.01B | $157M | $65M | $638M | $1.67B | $-105M | · | · | |
| Stock Issued | $1M | $0 | $0 | $0 | $112M | $0 | $0 | · | · | · | |
| Stock Repurchased | · | · | · | · | $0 | $0 | $1.63B | $1.04B | $0 | $0 | |
| Net Stock Activity | $1M | · | $0 | $0 | $112M | $0 | $-1.63B | $-1.04B | · | · | |
| Dividends Paid | $613M | $597M | $570M | $535M | $498M | $465M | $462M | $475M | $223M | $204M | |
| Financing Cash Flow | $522M | $280M | $494M | $349M | $443M | $-98M | $-806M | $-1.54B | $-132M | $190M | |
| Net Change in Cash | $-3M | $2M | $2M | $-1M | $-119M | $122M | $-137M | $157M | $300.0K | $-100.0K | |
| Taxes Paid | $6M | $38M | $34M | $22M | $-20M | $-46M | $-5M | $-900.0K | $-13M | $13M | |
| Free Cash Flow | $-752M | $-353M | $-354M | $-365M | $-621M | $194M | $539M | $428M | · | · | |
| Levered FCF | $-1.35B | $-897M | $-869M | $-745M | $-950M | $-136M | $212M | $176M | · | · |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% | 23.3% | 23.0% | 21.8% | · | · | |
| Net Margin | 14.3% | 14.9% | 13.3% | 12.8% | 15.8% | 12.6% | 13.0% | 12.5% | · | · | |
| Pretax Margin | 14.9% | 15.5% | 13.7% | 13.7% | 17.9% | 14.7% | 15.0% | 14.0% | · | · | |
| EBITDA Margin | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% | 23.3% | 23.0% | 21.8% | · | · | |
| ROA | 2.6% | 2.8% | 2.4% | 2.6% | 3.2% | 2.3% | 2.6% | 2.9% | · | · | |
| ROE | 8.5% | 8.9% | 7.6% | 8.0% | 9.8% | 7.1% | 7.2% | 7.7% | · | · | |
| ROIC | 5.9% | 6.0% | 5.8% | 6.0% | 6.3% | 5.3% | 5.9% | 4.9% | · | · |
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 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.6 | 0.6 | · | · | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | · | · | |
| Debt / Equity | 1.4 | 1.4 | 1.2 | 1.1 | 1.0 | 1.1 | 1.0 | 0.7 | · | · | |
| LT Debt / Equity | 1.3 | 1.2 | 1.1 | 1.0 | 1.0 | 1.1 | 1.0 | 0.7 | · | · | |
| Interest Coverage | 2.5 | 2.6 | 2.4 | 3.1 | 3.6 | 3.0 | 3.2 | 3.3 | · | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 25.9 | 23.3 | 19.3 | 21.8 | 22.5 | 19.6 | 24.4 | 17.7 | · | · |
增长率 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.9% | 6.2% | -6.0% | 4.9% | 13.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.58% | 1.5% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.9% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -3.4% | 19.6% | -3.1% | -14.6% | 40.8% | · | · | · | · | · | |
| EPS CAGR 3Y | 3.8% | -0.35% | 5.2% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.1% | 19.4% | -2.8% | -14.4% | 42.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.4% | -0.24% | 5.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 5.7% | · | · | · | · | · | · | · | · | · |
估值 (TTM) 6
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B | $4.91B | $5.15B | $4.28B | · | · | |
| Net Income TTM | $856M | $874M | $731M | $753M | $880M | $618M | $670M | $536M | · | · | |
| P/E | 19.8 | 16.2 | 16.5 | 19.2 | 17.9 | 20.4 | 23.3 | 22.7 | · | · | |
| Earnings Yield | 5.1% | 6.2% | 6.1% | 5.2% | 5.6% | 4.9% | 4.3% | 4.4% | · | · | |
| Payout Ratio | 71.7% | 68.3% | 77.9% | 71.0% | 56.6% | 75.2% | 69.0% | 88.6% | · | · | |
| Annual Payout | $613M | $597M | $570M | $535M | $498M | $465M | $462M | $475M | · | · |
损益表 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.44B | $1.34B | $1.81B | $1.44B | $1.37B | $1.26B | $1.81B | $1.45B | $1.33B | $1.19B | $1.67B | $1.35B | $1.30B | $1.28B | $1.91B | |
| Operating Expenses | $1.12B | $1.13B | $1.10B | $1.15B | $1.09B | $1.08B | $1.04B | $1.18B | $1.09B | $1.07B | $1.01B | $1.18B | $1.02B | $1.02B | $1.18B | $1.33B | |
| Operating Income | $381M | $318M | $239M | $658M | $344M | $292M | $222M | $628M | $358M | $260M | $181M | $486M | $337M | $279M | $100M | $578M | |
| Interest Expense | $166M | $174M | $158M | $152M | $154M | $152M | $142M | $144M | $144M | $133M | $132M | $137M | $134M | $123M | $111M | $102M | |
| Other Non-op | $18M | $12M | $-11M | $-4M | $-7M | $-3M | $-5M | $3M | $1M | $4M | $-6M | $13M | $-12M | $0 | $-16M | $3M | |
| Pretax Income | $233M | $156M | $70M | $502M | $183M | $136M | $75M | $487M | $216M | $131M | $43M | $362M | $191M | $156M | $-27M | $479M | |
| Income Tax | $16M | $3M | $-16M | $26M | $10M | $10M | $-5M | $20M | $7M | $7M | $-16M | $9M | $11M | $12M | $-36M | $50M | |
| Net Income | $215M | $152M | $84M | $475M | $171M | $125M | $78M | $466M | $207M | $123M | $58M | $352M | $179M | $143M | $8M | $428M | |
| EPS (Basic) | $0.93 | $0.66 | $0.37 | $2.06 | $0.74 | $0.54 | $0.34 | $2.02 | $0.90 | $0.53 | $0.25 | $1.53 | $0.78 | $0.62 | $0.03 | $1.86 | |
| EPS (Diluted) | $0.91 | $0.64 | $0.35 | $2.03 | $0.74 | $0.54 | $0.34 | $2.02 | $0.90 | $0.53 | $0.24 | $1.53 | $0.78 | $0.62 | $0.04 | $1.86 | |
| Shares (Basic) | 230,900,000 | 230,700,000 | -460,800,000 | 230,500,000 | 230,400,000 | 230,400,000 | -460,500,000 | 230,300,000 | 230,300,000 | 230,200,000 | -460,200,000 | 230,100,000 | 230,100,000 | 230,000,000 | -459,700,000 | 229,900,000 | |
| Shares (Diluted) | 236,500,000 | 235,600,000 | -465,300,000 | 234,100,000 | 232,700,000 | 232,100,000 | -460,900,000 | 230,600,000 | 230,500,000 | 230,400,000 | -460,800,000 | 230,500,000 | 230,500,000 | 230,300,000 | -460,900,000 | 230,600,000 | |
| EBITDA | $381M | $318M | · | $658M | $344M | $292M | · | $628M | $358M | $260M | · | $486M | $337M | $279M | · | $578M |
资产负债表 22
| 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 | $22M | $18M | $20M | $28M | $28M | $35M | $22M | $35M | $26M | $64M | · | $41M | $31M | $28M | · | $25M | |
| Receivables | $401M | $201M | $214M | $338M | $391M | $198M | $245M | $387M | $429M | $175M | · | $330M | $321M | $207M | · | $384M | |
| Prepaid Expense | $78M | $79M | $78M | $65M | $62M | $73M | $66M | $63M | $73M | $62M | · | $52M | $58M | $41M | · | $48M | |
| Other Current Assets | $94M | $64M | $47M | $61M | $44M | $55M | $45M | $60M | $48M | $32M | · | $38M | $41M | $47M | · | $66M | |
| Current Assets | $2.07B | $1.88B | $1.82B | $1.92B | $1.87B | $1.83B | $1.84B | $1.99B | $1.96B | $1.83B | · | $1.90B | $1.84B | $1.80B | · | $1.91B | |
| PP&E (Net) | $27.41B | $26.80B | $26.30B | $25.70B | $25.41B | $25.08B | $24.93B | $24.61B | $24.30B | $23.95B | · | $23.14B | $22.84B | $22.33B | · | $21.69B | |
| Goodwill | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | · | $2.34B | $2.34B | $2.34B | · | $2.34B | |
| Other Non-current Assets | $506M | $553M | $592M | $633M | $562M | $585M | $576M | $559M | $558M | $583M | · | $550M | $535M | $554M | · | $570M | |
| Total Assets | $35.35B | $34.48B | $33.95B | $33.44B | $32.91B | $32.45B | $32.28B | $32.15B | $31.83B | $31.26B | · | $30.62B | $30.28B | $29.69B | · | $29.25B | |
| Accounts Payable | $530M | $432M | $654M | $345M | $388M | $368M | $614M | $366M | $374M | $357M | · | $418M | $370M | $366M | · | $398M | |
| Short-term Debt | · | $1.96B | $1.39B | $1.23B | $1.42B | $944M | $1.21B | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $5.75B | $4.22B | $3.70B | $3.73B | $3.71B | $3.31B | $3.66B | $3.61B | $3.31B | $3.19B | · | $4.81B | $3.95B | $3.47B | · | $3.67B | |
| Capital Leases | · | · | $45M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $1.98B | $2.00B | $2.02B | $2.03B | $1.99B | $2.01B | $2.04B | $2.21B | $2.15B | $2.12B | · | $2.10B | $2.05B | $2.03B | · | $1.98B | |
| Other Non-current Liabilities | $384M | $359M | $358M | $333M | $308M | $304M | $311M | $293M | $296M | $291M | · | $280M | $293M | $291M | · | $304M | |
| Long-term Debt | $13.81B | $13.51B | $13.41B | $13.06B | $13.05B | $13.06B | $12.46B | $11.98B | $12.77B | $12.47B | · | $10.19B | $10.19B | $10.24B | · | $9.55B | |
| Total Debt | $13.81B | $15.47B | · | $14.29B | $14.47B | $14.00B | · | $11.98B | $12.77B | $12.47B | · | $10.19B | $10.19B | $10.24B | · | $9.55B | |
| Common Stock | $7.23B | $7.22B | $7.27B | $7.27B | $7.26B | $7.25B | $7.25B | $7.24B | $7.24B | $7.24B | · | $7.23B | $7.23B | $7.22B | · | $7.22B | |
| Retained Earnings | $3.01B | $2.96B | $2.97B | $3.04B | $2.72B | $2.70B | $2.73B | $2.81B | $2.49B | $2.43B | · | $2.55B | $2.34B | $2.30B | · | $2.43B | |
| AOCI | $-15M | $-17M | $-18M | $-20M | $-21M | $-22M | $-24M | $-26M | $-27M | $-28M | · | $-30M | $-32M | $-33M | · | $-40M | |
| Stockholders' Equity | $10.22B | $10.16B | $10.22B | $10.29B | $9.96B | $9.93B | $9.96B | $10.03B | $9.70B | $9.64B | · | $9.75B | $9.53B | $9.49B | · | $9.61B | |
| Liabilities + Equity | $35.35B | $34.48B | $33.95B | $33.44B | $32.91B | $32.45B | $32.28B | $32.15B | $31.83B | $31.26B | · | $30.62B | $30.28B | $29.69B | · | $29.25B |
现金流 16
| 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 | $304M | $305M | $296M | $290M | $288M | $288M | $276M | $282M | $280M | $276M | $270M | $273M | $269M | $263M | $235M | $233M | |
| Stock-based Comp | $8M | $6M | $4M | $5M | $7M | $4M | $4M | $3M | $4M | $4M | $4M | $2M | $7M | $5M | $4M | $4M | |
| Deferred Tax | · | · | · | · | · | · | $-31M | $40M | $-700.0K | $-9M | $-36M | $20M | $-100.0K | $4M | $-43M | $49M | |
| Operating Cash Flow | $349M | $362M | $334M | $938M | $324M | $450M | $396M | $953M | $318M | $317M | $428M | $836M | $352M | $363M | $324M | $889M | |
| CapEx | $960M | $852M | $864M | $712M | $627M | $593M | $514M | $526M | $678M | $619M | $676M | $554M | $576M | $528M | $552M | $498M | |
| Investing Cash Flow | $-872M | $-757M | $-668M | $-667M | $-636M | $-599M | $-472M | $-520M | $-687M | $-583M | $-680M | $-484M | $-810M | $-497M | $-527M | $-496M | |
| Debt Issued | $376M | $348M | $675M | $419M | $-800.0K | $594M | $494M | $-1M | $595M | $326M | $1.75B | $-200.0K | $297M | $394M | $321M | $0 | |
| Net Debt Issued | · | $38M | · | · | · | $594M | · | · | · | $326M | · | · | · | $94M | · | · | |
| Stock Issued | $300.0K | $400.0K | $300.0K | $400.0K | $400.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | $0 | |
| Net Stock Activity | · | $400.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $158M | $158M | $157M | $151M | $151M | $154M | $154M | $148M | $148M | $148M | $148M | $141M | $141M | $141M | $141M | $131M | |
| Financing Cash Flow | $517M | $401M | $318M | $-262M | $295M | $172M | $49M | $-412M | $340M | $304M | $238M | $-342M | $461M | $137M | $203M | $-390M | |
| Net Change in Cash | $-6M | $7M | $-17M | $9M | $-17M | $22M | $-27M | $21M | $-30M | $38M | $-13M | $10M | $3M | $3M | $500.0K | $2M | |
| Taxes Paid | $300.0K | $0 | $-100.0K | $2M | $300.0K | $4M | $20M | $10M | $8M | $-200.0K | $15M | $12M | $7M | $-500.0K | $14M | $7M | |
| Free Cash Flow | · | $-489M | · | · | · | $-143M | · | · | · | $-301M | · | · | · | $-165M | · | · | |
| Levered FCF | · | $-660M | · | · | · | $-285M | · | · | · | $-427M | · | · | · | $-278M | · | · |
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 | 25.4% | 22.1% | · | 36.4% | 23.9% | 21.2% | · | 34.6% | 24.7% | 19.6% | · | 29.1% | 24.9% | 21.5% | · | 30.3% | |
| Net Margin | 14.3% | 10.5% | · | 26.2% | 11.9% | 9.1% | · | 25.7% | 14.3% | 9.2% | · | 21.1% | 13.2% | 11.0% | · | 22.4% | |
| Pretax Margin | 15.5% | 10.8% | · | 27.7% | 12.7% | 9.9% | · | 26.9% | 14.9% | 9.9% | · | 21.7% | 14.1% | 12.0% | · | 25.1% | |
| EBITDA Margin | 25.4% | 22.1% | · | 36.4% | 23.9% | 21.2% | · | 34.6% | 24.7% | 19.6% | · | 29.1% | 24.9% | 21.5% | · | 30.3% | |
| ROA | 0.63% | 0.45% | · | 1.5% | 0.53% | 0.39% | · | 1.5% | 0.67% | 0.40% | · | 1.2% | 0.60% | 0.49% | · | 1.5% | |
| ROE | 2.1% | 1.5% | · | 4.7% | 1.7% | 1.3% | · | 4.7% | 2.1% | 1.3% | · | 3.6% | 1.9% | 1.5% | · | 4.5% | |
| ROIC | 1.5% | 1.2% | · | 2.5% | 1.3% | 1.1% | · | 2.7% | 1.5% | 1.1% | · | 2.4% | 1.6% | 1.3% | · | 2.7% |
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 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | 1.4 | 1.5 | · | 1.4 | 1.5 | 1.4 | · | 1.2 | 1.3 | 1.3 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | |
| LT Debt / Equity | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | |
| Interest Coverage | 2.3 | 1.8 | · | 4.3 | 2.2 | 1.9 | · | 4.4 | 2.5 | 2.0 | · | 3.6 | 2.5 | 2.3 | · | 5.7 |
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 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | |
| Receivables Turnover | 3.8 | 7.2 | · | 5.0 | 3.5 | 7.4 | · | 5.1 | 3.9 | 7.0 | · | 4.7 | 3.8 | 6.6 | · | 5.3 |
估值 (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.19B | $6.07B | · | $6.43B | $6.07B | $5.96B | · | $6.26B | $5.80B | $5.65B | · | $6.23B | $6.01B | $5.88B | · | $6.20B | |
| Net Income TTM | $1.01B | $923M | · | $1.24B | $969M | $920M | · | $1.15B | $860M | $796M | · | $1.10B | $944M | $888M | · | $1.19B | |
| P/E | 20.0 | 20.7 | · | 14.3 | 16.4 | 17.3 | · | 12.5 | 14.2 | 15.4 | · | 10.6 | 14.2 | 15.9 | · | 11.5 | |
| Earnings Yield | 5.0% | 4.8% | · | 7.0% | 6.1% | 5.8% | · | 8.0% | 7.1% | 6.5% | · | 9.4% | 7.0% | 6.3% | · | 8.7% | |
| Payout Ratio | · | 104.0% | · | · | · | 122.9% | · | · | · | 120.4% | · | · | · | 98.7% | · | · |
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 | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B |
| 营业利润率 % | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% |
| 净收入 | $856M | $874M | $731M | $753M | $880M |
| 稀释后每股收益 (EPS) | $3.66 | $3.79 | $3.17 | $3.27 | $3.83 |
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 | 1.4 | 1.4 | 1.2 | 1.1 | 1.0 |
| 流动比率 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 |
| 速动比率 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $-752M | $-353M | $-354M | $-365M | $-621M |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 1003 家申报者 · $10.5B 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。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 100 (-14 与上一季度对比) | 59 (-26 与上一季度对比) | 366 (+35 与上一季度对比) | 259 (-13 与上一季度对比) | +30.6M |
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。
公司内部人士 36 位内幕人士 · 15 位高管 · 23 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 |
|---|---|---|---|---|---|---|
| David A Campbell | President and CEO | 2025年3月1日 A | 108960 | 0 | 0 | $0 |
| Terry D Bassham | PRESIDENT AND CEO | 2020年6月19日 M | 203612 | 0 | 0 | $0 |
| William Bryan Buckler | EVP - Chief Financial Officer | 2025年3月1日 A | — | 0 | 0 | $0 |
| Geoffrey T Ley | VP, ACTING CFO, TREASURER | 2024年6月21日 A | — | 0 | 0 | $0 |
| Kirkland B Andrews | EVP - Chief Financial Officer | 2024年3月2日 M | 67494 | 0 | 0 | $0 |
| Charles A. Caisley | EVP & CHIEF CUST OFFCR | 2026年6月15日 S | 37789 | 0 | 1 | $-900283 |
| Matthew B Gummig | VICE PRESIDENT & CAO | 2025年5月1日 A | — | 0 | 0 | $0 |
| Lesley Lissette Elwell | SVP & CHIEF PEOPLE OFFICER | 2025年3月1日 A | 8409 | 0 | 0 | $0 |
| Charles L King | SVP & CHIEF TECHNOLOGY OFFICER | 2025年3月1日 A | 16193 | 0 | 0 | $0 |
| Heather A Humphrey | SVP - GEN COUNSEL, CORP SEC | 2025年3月1日 A | 39788 | 0 | 0 | $0 |
| Kevin E. Bryant | EVP - CORPORATE INITIATIVES | 2024年11月13日 S | 1 | 0 | 0 | $0 |
| Steven P Busser | VP & CHIEF ACCOUNTING OFFICER | 2024年3月2日 M | 21508 | 0 | 0 | $0 |
| Greg A Greenwood | EVP & CHIEF STRATEGY OFFICER | 2022年3月1日 A | 39194 | 0 | 0 | $0 |
| Anthony D Somma | EVP/Principal Financial Ofcr | 2021年3月3日 G | 12339 | 0 | 0 | $0 |
| Jerl L. Banning | SVP - CHIEF PEOPLE OFFICER | 2021年3月2日 A | 32131 | 0 | 0 | $0 |
| Jonathan D Rolph | 董事 | 2026年7月1日 A | — | 0 | 0 | $0 |
| C. John Wilder, Jr. | 董事 | 2026年7月1日 A | 2657473 | 0 | 0 | $0 |
| Sandra Aj Lawrence | 董事 | 2026年6月2日 S | 480 | 0 | 2 | $-112248 |
| Dean A Newton | 董事 | 2025年5月7日 A | 2311 | 0 | 0 | $0 |
| Neal A Sharma | 董事 | 2025年5月7日 A | 5203 | 0 | 0 | $0 |
| Sandra J Price | 董事 | 2025年5月7日 A | — | 0 | 0 | $0 |
| Mary L. Landrieu | 董事 | 2025年5月7日 A | 9368 | 0 | 0 | $0 |
| Ann D. Murtlow | 董事 | 2025年5月7日 A | 5158 | 0 | 0 | $0 |
| Paul Keglevic | 董事 | 2025年5月7日 A | — | 0 | 0 | $0 |
| James Scarola | 董事 | 2025年5月7日 A | 9833 | 0 | 0 | $0 |
| Anthony B Isaac | 董事 | 2025年5月7日 A | 56247 | 0 | 0 | $0 |
| Mark A Ruelle | 董事 | 2023年10月2日 A | 80581 | 0 | 0 | $0 |
| Thomas D Hyde | 董事 | 2023年10月2日 A | 3173 | 0 | 0 | $0 |
| Carl S Soderstrom JR | 董事 | 2022年5月4日 A | 21788 | 0 | 0 | $0 |
| Mollie H Carter | 董事 | 2022年1月3日 A | — | 0 | 0 | $0 |
| John A Stall | 董事 | 2022年1月3日 A | 7736 | 0 | 0 | $0 |
| Richard L Hawley | 董事 | 2021年1月4日 A | 20713 | 0 | 0 | $0 |
| Scott D. Grimes | 董事 | 2020年4月1日 A | 788 | 0 | 0 | $0 |
| John J Sherman | 董事 | 2020年1月2日 A | 42191 | 0 | 0 | $0 |
| Gary D Forsee | 董事 | 2020年1月2日 A | 3333 | 0 | 0 | $0 |
| Charles Q Chandler IV | 董事 | 2020年1月2日 A | 5767 | 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 177 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 |
|---|---|---|---|---|
| PUI · Invesco Exchange-Traded Fund Trust | 3.84% | 25113 SH | 2026年8月8日 | 每日 |
| FXU · First Trust Exchange-Traded Alpha... | 3.36% | 363959 NS | 2026年4月30日 | N-PORT |
| RSPU · Invesco Exchange-Traded Fund Trust | 3.27% | 208795 SH | 2026年8月8日 | 每日 |
| GEND · Spinnaker ETF Series | 3.06% | 1653 NS | 2026年4月30日 | N-PORT |
| FDV · Federated Hermes ETF Trust | 2.45% | 222071 NS | 2026年4月30日 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 2.40% | 7766 NS | 2026年4月30日 | N-PORT |
| PAYR · Federated Hermes ETF Trust | 2.16% | 9549 NS | 2026年4月30日 | N-PORT |
| ZAP · Global X Funds | 1.98% | 108967 NS | 2026年4月30日 | N-PORT |
| SDOG · ALPS ETF Trust | 1.87% | 315930 NS | 2026年5月31日 | N-PORT |
| EMLP · First Trust Exchange-Traded Fund IV | 1.61% | 791554 NS | 2026年4月30日 | N-PORT |
| GINX · RBB Fund, Inc. | 1.60% | 18615 NS | 2026年5月31日 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trus... | 1.36% | 559103 SH | 2026年8月8日 | 每日 |
| ALTL · Pacer Funds Trust | 1.32% | 15303 NS | 2026年4月30日 | N-PORT |
| VPU · VANGUARD WORLD FUND | 1.27% | 1576530 SH | 2026年8月8日 | 每日 |
| TCAI · Tortoise Capital Series Trust | 1.27% | 33523 NS | 2026年5月31日 | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 1.25% | 80150 NS | 2026年4月30日 | N-PORT |
| IDU · iShares Trust | 1.20% | 196487 SH | 2026年8月8日 | 每日 |
| FUTY · FIDELITY COVINGTON TRUST | 1.19% | 352719 NS | 2026年4月30日 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trus... | 1.18% | 1012532 SH | 2026年8月8日 | 每日 |
| IQRA · New York Life Investments Active ... | 1.03% | 862 NS | 2026年4月30日 | N-PORT |
| UPW · ProShares Trust | 1.02% | 2394 NS | 2026年5月31日 | N-PORT |
| TIME · Tidal Trust II | 0.97% | 1700 NS | 2026年5月31日 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trus... | 0.93% | 131442 SH | 2026年8月8日 | 每日 |
| JXI · iShares Trust | 0.86% | 31746 SH | 2026年8月8日 | 每日 |
| UTSL · Direxion Shares ETF Trust | 0.81% | 4272 NS | 2026年4月30日 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund ... | 0.79% | 100789 NS | 2026年5月31日 | N-PORT |
| POWR · iShares, Inc. | 0.74% | 40653 SH | 2026年8月8日 | 每日 |
| SPVM · Invesco Exchange-Traded Fund Trust | 0.73% | 11470 SH | 2026年8月8日 | 每日 |
| FTA · First Trust Exchange-Traded Alpha... | 0.70% | 110536 NS | 2026年4月30日 | N-PORT |
| HUSV · First Trust Exchange-Traded Fund III | 0.70% | 6147 NS | 2026年4月30日 | N-PORT |
| QLV · FlexShares Trust | 0.56% | 11466 NS | 2026年4月30日 | N-PORT |
| AIPO · Tidal Trust II | 0.54% | 49457 NS | 2026年5月31日 | N-PORT |
| IFRA · iShares Trust | 0.53% | 292546 SH | 2026年8月8日 | 每日 |
| SGLC · RBB Fund, Inc. | 0.53% | 12493 NS | 2026年5月31日 | N-PORT |
| QDEF · FlexShares Trust | 0.52% | 33366 NS | 2026年4月30日 | N-PORT |
| QDF · FlexShares Trust | 0.52% | 133650 NS | 2026年4月30日 | N-PORT |
| QLC · FlexShares Trust | 0.50% | 54600 NS | 2026年4月30日 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0.43% | 9840 NS | 2026年5月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.40% | 3177403 SH | 2026年8月8日 | 每日 |
| AFLG · First Trust Exchange-Traded Fund ... | 0.39% | 31013 NS | 2026年5月31日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund ... | 0.38% | 20405 NS | 2026年4月30日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund ... | 0.38% | 19994 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.35% | 622511 NS | 2026年5月31日 | N-PORT |
| FAB · First Trust Exchange-Traded Alpha... | 0.35% | 5830 NS | 2026年4月30日 | N-PORT |
| FEX · First Trust Exchange-Traded Alpha... | 0.33% | 59985 NS | 2026年4月30日 | N-PORT |
| DEUS · DBX ETF Trust | 0.30% | 9975 NS | 2026年5月29日 | N-PORT |
| HDV · iShares Trust | 0.29% | 518083 SH | 2026年8月8日 | 每日 |
| IMCV · iShares Trust | 0.26% | 36689 SH | 2026年8月8日 | 每日 |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.23% | 20779 NS | 2026年4月30日 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund ... | 0.23% | 60916 NS | 2026年4月30日 | N-PORT |