FIVE Five Below, Inc. - Common Stock
$253.23
价格 · 八月 24, 2026
截至...的财报数据 六月 4, 2026
52周区间
$138–$255
99% of range
分析师评级
BUY
33 analysts
目标价
$270
+7% upside
P/E (TTM)
39.1
ROE
17.5%
净利润率
7.5%
关于 Five Below, Inc. - Common Stock 公司概况（来自维基百科）
Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
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Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
History
David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.
On March 18, 2020, Five Below announced the temporary closure of all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.
Growth and expansion
By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.
In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.
On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.
In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.
On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.
Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.
In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.
Store format
The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.
Philanthropy
In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.
In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.
After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.
In 2018, Five Below became an official Toys for Tots sponsor.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
FIVE 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$253.22
市值
$13.99B
P/E (TTM)
39.1
每股收益 (TTM)
$6.47
营收 (TTM)
$4.76B
股息收益率
—
ROE
17.5%
负债/权益
—
52周区间
$138 – $255
FIVE 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
$4.76B
2024-02-03
→
2026-01-31
EPS
$6.47
2024-02-03
→
2026-01-31
自由现金流
$412M
2024-02-03
→
2026-01-31
利润率
7.5%
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
FIVE
同行中位数
P/E (TTM)
39.1
21.3
P/S (TTM) (市销率 (TTM))
2.9
0.8
P/B (市净率)
6.4
6.1
Price / FCF (股价/自由现金流)
34.0
—
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
FIVE
同行中位数
Operating Margin (营业利润率)
9.6%
—
Net Profit Margin (净利润率)
7.5%
5.6%
ROA
7.7%
7.0%
ROE
17.5%
22.0%
ROIC
15.6%
—
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
FIVE
同行中位数
Current Ratio (流动比率)
2.0
1.8
Quick Ratio (速动比率)
0.2
—
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
FIVE
同行中位数
Revenue YoY (营收同比增长)
22.9%
—
Revenue CAGR 3Y (营收3年复合年增长率)
15.7%
—
Revenue CAGR 5Y (营收5年复合年增长率)
19.4%
—
EPS YoY
40.6%
—
Net Income YoY (净利润同比增长)
41.4%
—
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
FIVE
同行中位数
FIVE 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
33 位分析师
- 强烈买入 8 24.2%
- 买入 15 45.5%
- 持有 10 30.3%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
21 位分析师 · 2026-08-21
中位数
$260.00
现在
$253.22
最低
$220.00
最高
$350.00
中位数目标
$260.00
+2.7%
平均目标
$269.81
+6.5%
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
0.22%
下次报告
八月 25, 2026
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2027年3月31日 | $2.22 | $1.79 | — |
| 2026年6月30日 | $2.22 | $1.79 | 0.43% |
| 2026年3月31日 | $4.31 | $4.08 | 0.23% |
| 2025年12月31日 | $0.68 | $0.25 | 0.43% |
| 2025年9月30日 | $0.81 | $0.63 | 0.18% |
| 2025年6月30日 | $0.86 | $0.83 | 0.03% |
| 2025年3月31日 | $3.48 | $3.44 | 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 |
|---|---|---|---|---|---|---|
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| ULTA | $27.83B | 24.6 | 9.7% | 9.3% | 42.7% | 39.1% |
| TSCO | $27.08B | 24.9 | 4.3% | 7.1% | 43.2% | 36.4% |
| DKS | — | 20.3 | 28.1% | 4.9% | 19.1% | 32.9% |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
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 12
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Cost of Revenue | $3.05B | $2.52B | $2.29B | · | · | · | · | · | |
| SG&A Expense | $1.07B | $861M | $758M | · | · | · | · | · | |
| Operating Income | $457M | $324M | $386M | · | · | · | · | · | |
| Pretax Income | $480M | $339M | $401M | · | · | · | · | · | |
| Income Tax | $122M | $85M | $100M | · | · | · | · | · | |
| Net Income | $359M | $254M | $301M | · | · | · | · | · | |
| EPS (Basic) | $6.51 | $4.61 | $5.43 | · | · | · | · | · | |
| EPS (Diluted) | $6.47 | $4.60 | $5.41 | · | · | · | · | · | |
| Shares (Basic) | 55,112,281 | 55,055,064 | 55,487,252 | · | · | · | · | · | |
| Shares (Diluted) | 55,436,972 | 55,156,342 | 55,621,619 | · | · | · | · | · | |
| EBITDA | $650M | $491M | $516M | · | · | · | · | · |
资产负债表 23
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $724M | $332M | $180M | $335M | $121M | $84M | $70M | · | |
| Short-term Investments | $209M | $197M | $280M | $88M | $189M | $299M | $69M | · | |
| Inventory | $847M | $660M | $585M | $534M | $504M | $327M | $368M | · | |
| Prepaid Expense | $133M | $158M | $154M | $117M | $87M | $55M | $55M | $49M | |
| Other Current Assets | $97M | $121M | $124M | $86M | $58M | $34M | $40M | · | |
| Current Assets | $1.92B | $1.35B | $1.20B | $1.08B | $906M | $768M | $573M | $631M | |
| PP&E (Net) | $1.23B | $1.26B | $1.13B | $944M | $800M | $625M | $476M | · | |
| PP&E (Gross) | $2.16B | $2.01B | $1.72B | · | · | · | · | · | |
| Accum. Depreciation | $921M | $750M | $584M | $483M | $387M | $297M | $231M | · | |
| Other Non-current Assets | $20M | $20M | $17M | $16M | $13M | $19M | $12M | · | |
| Total Assets | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Accounts Payable | $368M | $260M | $256M | $234M | $230M | $169M | $137M | · | |
| Accrued Liabilities | $160M | $149M | $147M | $135M | $141M | $114M | $85M | $96M | |
| Current Liabilities | $954M | $756M | $716M | $619M | $594M | $466M | $364M | $245M | |
| Capital Leases | $1.73B | $1.71B | $1.50B | $1.31B | $1.21B | $1.01B | $877M | $710M | |
| Deferred Tax | $50M | $60M | $67M | $60M | $38M | $32M | $0 | · | |
| Other Non-current Liabilities | $9M | $8M | $7M | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.53B | $2.29B | $1.99B | $1.85B | $1.51B | $1.24B | $955M | |
| Common Stock | $551.0K | $549.0K | $551.0K | $556.0K | $555.0K | $560.0K | $558.0K | · | |
| Retained Earnings | $2.01B | $1.66B | $1.40B | $1.14B | $872M | $610M | $386M | · | |
| Stockholders' Equity | $2.19B | $1.81B | $1.58B | $1.39B | $1.11B | $931M | $690M | $615M | |
| Liabilities + Equity | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Shares Outstanding | 55,228,735 | 55,028,682 | 55,197,875 | 55,665,239 | 55,491,361 | 55,994,069 | 55,735,417 | · |
现金流 12
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $192M | $167M | $131M | · | · | · | · | · | |
| Stock-based Comp | $35M | $16M | $18M | · | · | · | · | · | |
| Deferred Tax | $-10M | $-7M | $8M | · | · | · | · | · | |
| Other Non-cash | $11M | $853.0K | $42M | · | · | · | · | · | |
| Operating Cash Flow | $586M | $431M | $500M | · | · | · | · | · | |
| CapEx | $175M | $324M | $335M | · | · | · | · | · | |
| Investing Cash Flow | $-186M | $-233M | $-556M | · | · | · | · | · | |
| Stock Repurchased | $0 | $40M | $81M | · | · | · | · | · | |
| Net Stock Activity | $0 | $-40M | $-81M | · | · | · | · | · | |
| Financing Cash Flow | $-8M | $-46M | $-96M | · | · | · | · | · | |
| Net Change in Cash | $392M | $152M | $-153M | · | · | · | · | · | |
| Free Cash Flow | $412M | $107M | $165M | · | · | · | · | · |
盈利能力 7
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.6% | 8.3% | 10.8% | · | · | · | · | · | |
| Net Margin | 7.5% | 6.5% | 8.5% | · | · | · | · | · | |
| Pretax Margin | 10.1% | 8.7% | 11.3% | · | · | · | · | · | |
| EBITDA Margin | 13.6% | 12.7% | 14.5% | · | · | · | · | · | |
| ROA | 7.7% | 5.9% | 8.0% | · | · | · | · | · | |
| ROE | 17.5% | 14.8% | 20.3% | · | · | · | · | · | |
| ROIC | 15.6% | 13.4% | 18.3% | · | · | · | · | · |
流动性与偿付能力 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.8 | 1.7 | · | · | · | · | · | |
| Quick Ratio | 0.2 | 0.3 | 0.4 | · | · | · | · | · |
效率 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.9 | 0.9 | · | · | · | · | · | |
| Inventory Turnover | 4.0 | 3.4 | 3.4 | · | · | · | · | · |
增长率 9
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.9% | 8.9% | 15.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.7% | 10.8% | 22.0% | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.4% | · | · | · | · | · | · | · | |
| EPS YoY | 40.6% | -15.0% | 15.3% | · | · | · | · | · | |
| EPS CAGR 3Y | 11.3% | -2.4% | 35.0% | · | · | · | · | · | |
| EPS CAGR 5Y | 24.1% | · | · | · | · | · | · | · | |
| Net Income YoY | 41.4% | -15.8% | 15.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.1% | -3.1% | 34.6% | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.8% | · | · | · | · | · | · | · |
估值 (TTM) 10
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Net Income TTM | $359M | $254M | $301M | · | · | · | · | · | |
| Market Cap | $10.50B | $5.16B | $10.00B | · | · | · | · | · | |
| P/E | 29.4 | 20.4 | 33.5 | · | · | · | · | · | |
| P/S | 2.2 | 1.3 | 2.8 | · | · | · | · | · | |
| P/B | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Tangible Book | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Cash Flow | 17.9 | 12.0 | 20.0 | · | · | · | · | · | |
| P / FCF | 25.5 | 48.4 | 60.7 | · | · | · | · | · | |
| Earnings Yield | 3.4% | 4.9% | 3.0% | · | · | · | · | · |
损益表 13
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.73B | $1.03B | $971M | $1.42B | $844M | $830M | $812M | $1.34B | $736M | $759M | $726M | $1.12B | $645M | $669M | |
| Cost of Revenue | $807M | $1.03B | $684M | $647M | $869M | $586M | $558M | $548M | $786M | $514M | $494M | $491M | $670M | $437M | $440M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | $223M | $265M | $235M | $452M | $208M | $229M | |
| SG&A Expense | $273M | $337M | $242M | $227M | $292M | $215M | $189M | $190M | $246M | $173M | $175M | $163M | $121M | $187M | $172M | |
| Operating Income | $154M | $311M | $52M | $51M | $210M | $-606.0K | $42M | $36M | $268M | $16M | $59M | $42M | $226M | $21M | $56M | |
| Pretax Income | $162M | $317M | $58M | $56M | $212M | $2M | $45M | $41M | $273M | $20M | $63M | $46M | $228M | $21M | $56M | |
| Income Tax | $39M | $79M | $15M | $15M | $54M | $515.0K | $12M | $10M | $70M | $5M | $16M | $9M | $57M | $5M | $15M | |
| Net Income | $123M | $238M | $43M | $41M | $158M | $2M | $33M | $31M | $202M | $15M | $47M | $37M | $171M | $16M | $41M | |
| EPS (Basic) | $2.23 | $4.32 | $0.78 | $0.75 | $2.87 | $0.03 | $0.60 | $0.57 | $3.66 | $0.26 | $0.84 | $0.67 | $3.09 | $0.29 | $0.74 | |
| EPS (Diluted) | $2.21 | $4.30 | $0.77 | $0.75 | $2.86 | $0.03 | $0.60 | $0.57 | $3.64 | $0.26 | $0.84 | $0.67 | $3.07 | $0.29 | $0.74 | |
| Shares (Basic) | 55,262,924 | 22,403 | 55,072,140 | 55,045,966 | -110,309,913 | 55,007,054 | 55,027,663 | 55,168,657 | -111,291,013 | 55,452,533 | 55,675,357 | 55,650,375 | -111,107,929 | 55,509,525 | 55,498,471 | |
| Shares (Diluted) | 55,607,222 | 53,457 | 55,389,479 | 55,189,813 | -110,397,922 | 55,110,433 | 55,042,588 | 55,255,838 | -111,533,038 | 55,576,140 | 55,801,507 | 55,777,010 | -111,418,656 | 55,683,609 | 55,646,039 | |
| EBITDA | $205M | · | $100M | $97M | · | $43M | $83M | $73M | · | $16M | $59M | $42M | · | $21M | $56M |
资产负债表 23
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $639M | · | $563M | $427M | · | $170M | $209M | $96M | · | $163M | $335M | $335M | · | $44M | $155M | |
| Short-term Investments | $474M | $209M | $107M | $197M | $197M | $47M | $119M | $273M | · | $0 | $102M | $88M | · | $73M | $117M | |
| Inventory | $813M | $847M | $800M | $702M | $660M | $818M | $640M | $630M | · | $763M | $544M | $534M | · | $702M | $569M | |
| Prepaid Expense | $130M | $133M | $110M | $142M | $158M | $157M | $137M | $146M | · | $141M | $121M | $117M | · | $113M | $108M | |
| Other Current Assets | $84M | $97M | $64M | $104M | $121M | $115M | $103M | $109M | · | $110M | $88M | $86M | · | $86M | $75M | |
| Current Assets | $2.06B | $1.92B | $1.58B | $1.47B | $1.35B | $1.21B | $1.12B | $1.15B | · | $1.09B | $1.11B | $1.08B | · | $957M | $964M | |
| PP&E (Net) | $1.24B | $1.23B | $1.25B | $1.26B | $1.26B | $1.26B | $1.25B | $1.19B | · | $1.08B | $1.01B | $944M | · | $880M | $842M | |
| PP&E (Gross) | · | $2.16B | · | · | $2.01B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $972M | $921M | $841M | $796M | $750M | $706M | $663M | $621M | · | $548M | $514M | $483M | · | $440M | $412M | |
| Other Non-current Assets | $25M | $20M | $22M | $22M | $20M | $20M | $20M | $19M | · | $16M | $16M | $16M | · | $14M | $13M | |
| Total Assets | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Accounts Payable | $352M | $368M | $372M | $277M | $260M | $352M | $256M | $222M | · | $349M | $249M | $234M | · | $280M | $266M | |
| Accrued Liabilities | $189M | $160M | $205M | $177M | $149M | $143M | $164M | $150M | · | $158M | $163M | $135M | · | $152M | $160M | |
| Current Liabilities | $983M | $954M | $925M | $862M | $756M | $875M | $685M | $742M | · | $758M | $649M | $619M | · | $640M | $631M | |
| Capital Leases | $1.70B | $1.73B | $1.71B | $1.67B | $1.71B | $1.62B | $1.64B | $1.55B | · | $1.46B | $1.39B | $1.31B | · | $1.29B | $1.25B | |
| Deferred Tax | $51M | $50M | $57M | $55M | $60M | $68M | $69M | $67M | · | $61M | $60M | $60M | · | $41M | $41M | |
| Other Non-current Liabilities | · | $9M | · | · | $8M | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.74B | $2.70B | $2.59B | $2.53B | $2.57B | $2.41B | $2.36B | · | $2.28B | $2.11B | $1.99B | · | $1.98B | $1.92B | |
| Common Stock | $552.0K | $551.0K | $550.0K | $549.0K | $549.0K | $549.0K | $549.0K | $550.0K | · | $551.0K | $556.0K | $556.0K | · | $555.0K | $555.0K | |
| Retained Earnings | $2.14B | $2.01B | $1.74B | $1.70B | $1.66B | $1.47B | $1.47B | $1.43B | · | $1.20B | $1.18B | $1.14B | · | $929M | $913M | |
| Stockholders' Equity | $2.31B | $2.19B | $1.91B | $1.86B | $1.81B | $1.62B | $1.61B | $1.58B | $1.58B | $1.38B | $1.44B | $1.39B | $1.36B | $1.18B | $1.16B | |
| Liabilities + Equity | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Shares Outstanding | 55,296,561 | 55,228,735 | 55,146,485 | 55,059,215 | 55,028,682 | 55,010,438 | 55,006,099 | 55,072,106 | 55,197,875 | 55,192,500 | 55,686,858 | 55,665,239 | 55,537,221 | 55,512,425 | 55,507,931 |
现金流 13
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $49M | $48M | $47M | $52M | $43M | $41M | $37M | $37M | $34M | $31M | $29M | $29M | $28M | $25M | |
| Stock-based Comp | $5M | $9M | · | $10M | $4M | $7M | · | $5M | $4M | $4M | $6M | $4M | $5M | $6M | $6M | |
| Deferred Tax | $752.0K | $-4M | · | $-5M | $-8M | $-1M | · | $-120.0K | $5M | $1M | $609.0K | $412.0K | $18M | $-36.0K | $4M | |
| Other Non-cash | $47M | · | · | $40M | · | · | · | $-47M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $227M | $441M | · | $133M | $364M | $-31M | · | $26M | $408M | $-77M | $84M | $85M | $360M | $-91M | $4M | |
| CapEx | $37M | $41M | · | $36M | $52M | $80M | · | $88M | $103M | $115M | $71M | $45M | $78M | $64M | $52M | |
| Investing Cash Flow | $-303M | $-65M | · | $-36M | $-202M | $-9M | · | $-73M | $-391M | $-14M | $-85M | $-66M | $-72M | $-19M | $30M | |
| Stock Issued | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Stock Repurchased | · | $0 | · | $0 | $-13.0K | $0 | · | $30M | $0 | $81M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | · | · | · | $-30M | · | · | · | $0 | · | · | · | |
| Financing Cash Flow | $-9M | $-4M | · | $-1M | $752.0K | $-111.0K | · | $-37M | $349.0K | $-81M | $185.0K | $-16M | $674.0K | $-447.0K | $172.0K | |
| Net Change in Cash | $-85M | $373M | · | $96M | $162M | $-39M | · | $-83M | $17M | $-172M | $-742.0K | $3M | $288M | $-111M | $35M | |
| Free Cash Flow | $190M | · | · | $96M | · | · | · | $-61M | · | · | · | $40M | · | · | · |
盈利能力 8
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | 30.3% | 34.9% | 32.3% | · | 32.2% | 34.2% | |
| Operating Margin | 12.0% | · | 5.1% | 5.2% | · | -0.07% | 5.0% | 4.5% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| Net Margin | 9.6% | · | 4.2% | 4.2% | · | 0.20% | 4.0% | 3.9% | · | 2.0% | 6.2% | 5.2% | · | 2.5% | 6.2% | |
| Pretax Margin | 12.6% | · | 5.6% | 5.8% | · | 0.26% | 5.4% | 5.1% | · | 2.7% | 8.3% | 6.3% | · | 3.3% | 8.4% | |
| EBITDA Margin | 16.0% | · | 9.7% | 10.0% | · | 5.1% | 10.0% | 9.0% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| ROA | · | · | · | · | · | 0.04% | 0.87% | 0.86% | · | 0.43% | 1.4% | 1.2% | · | 0.54% | 1.5% | |
| ROE | · | · | · | · | · | 0.11% | 2.2% | 2.1% | · | 1.1% | 3.6% | 3.0% | · | 1.5% | 3.8% | |
| ROIC | · | · | · | · | · | -0.03% | 1.9% | 1.7% | · | 0.87% | 3.0% | 2.5% | · | 1.3% | 3.5% |
流动性与偿付能力 2
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.4 | 1.6 | 1.6 | · | 1.4 | 1.7 | 1.8 | · | 1.5 | 1.5 | |
| Quick Ratio | · | · | · | · | · | 0.2 | 0.5 | 0.5 | · | 0.2 | 0.7 | 0.7 | · | 0.2 | 0.4 |
效率 2
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| Inventory Turnover | · | · | · | · | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 1.0 |
估值 (TTM) 10
| 指标 | 趋势 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.32B | · | $4.23B | · | · | · | · | $3.12B | · | $3.34B | $3.25B | $3.16B | · | $2.95B | $2.91B | |
| Net Income TTM | $243M | · | $273M | · | · | · | · | $124M | · | $270M | $272M | $266M | · | $230M | $238M | |
| Market Cap | · | · | · | · | · | $5.28B | $3.81B | $7.97B | · | $9.37B | $11.55B | $10.99B | · | $8.29B | $7.05B | |
| P/E | 52.5 | · | 27.0 | · | · | · | · | 64.6 | · | 35.1 | 42.6 | 41.4 | · | 36.3 | 29.9 | |
| P/S | · | · | · | · | · | · | · | 2.6 | · | 2.8 | 3.6 | 3.5 | · | 2.8 | 2.4 | |
| P/B | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Tangible Book | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Cash Flow | · | · | · | · | · | · | · | 301.6 | · | · | · | 128.8 | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | -129.8 | · | · | · | 273.3 | · | · | · | |
| Earnings Yield | 1.9% | · | 3.7% | · | · | · | · | 1.6% | · | 2.9% | 2.4% | 2.4% | · | 2.8% | 3.3% |
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
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 收入 | $4.76B | — | $3.88B | — | — |
| 营业利润率 % | 9.6% | — | 8.3% | — | — |
| 净收入 | $359M | — | $254M | — | — |
| 稀释后每股收益 (EPS) | $6.47 | — | $4.60 | — | — |
资产负债表
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 流动比率 | 2.0 | — | 1.8 | — | — |
| 速动比率 | 0.2 | — | 0.3 | — | — |
现金流
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 自由现金流 | $412M | — | $107M | — | — |
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机构持有人 (13F) 673 家申报者 · $7.1B 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 |
|---|---|---|---|---|
| 98 (-76 与上一季度对比) | 104 (+44 与上一季度对比) | 196 (-33 与上一季度对比) | 250 (+63 与上一季度对比) | -1.5M |
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $448689857 | 2495633 | 6.33% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $427252596 | 2376398 | 6.02% | 股份 |
| STATE STREET CORP | $309999132 | 1724229 | 4.37% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $288679454 | 1605648 | 4.07% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $207976218 | 1156773 | 2.93% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $204833957 | 1139293 | 2.89% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $199665208 | 1106688 | 2.81% | 股份 |
| SRS Investment Management, LLC | $198687547 | 1105109 | 2.80% | 股份 |
| Qube Research & Technologies Ltd | $188601508 | 1049010 | 2.66% | 股份 |
| WASATCH ADVISORS LP | $186983919 | 818382 | 2.64% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $151370650 | 841930 | 2.13% | 股份 |
| Balyasny Asset Management L.P. | $135429155 | 753263 | 1.91% | 股份 |
| NORGES BANK | $127791855 | 710784 | 1.80% | 股份 |
| FMR LLC | $121405894 | 675265 | 1.71% | 股份 |
| D. E. Shaw & Co., Inc. | $114573874 | 637265 | 1.62% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114517960 | 636954 | 1.61% | 股份 |
| Capital World Investors | $112249010 | 624334 | 1.58% | 股份 |
| Giverny Capital Inc. | $107536354 | 598122 | 1.52% | 股份 |
| Stephens Investment Management Group LLC | $103590683 | 576176 | 1.46% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $100793510 | 560618 | 1.42% | 股份 |
| Alyeska Investment Group, L.P. | $96463088 | 536532 | 1.36% | 股份 |
| TWO SIGMA ADVISERS, LP | $95780872 | 508499 | 1.35% | 股份 |
| Quantinno Capital Management LP | $95557524 | 531495 | 1.35% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $88939007 | 494683 | 1.25% | 股份 |
| RIVERBRIDGE PARTNERS LLC | $77128747 | 428994 | 1.09% | 股份 |
| JENNISON ASSOCIATES LLC | $76813307 | 427239 | 1.08% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72552996 | 403543 | 1.02% | 股份 |
| Hook Mill Capital Partners, LP | $71694858 | 398770 | 1.01% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $65857077 | 366300 | 0.93% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $63405640 | 352665 | 0.89% | 股份 |
| VANGUARD GROUP INC | $63145430 | 335238 | 0.89% | 股份 |
| BANK OF MONTREAL /CAN/ | $58922756 | 327731 | 0.83% | 股份 |
| AMERIPRISE FINANCIAL INC | $58222654 | 323837 | 0.82% | 股份 |
| Freestone Grove Partners LP | $52567719 | 292384 | 0.74% | 股份 |
| Squarepoint Ops LLC | $52550639 | 292289 | 0.74% | 股份 |
| Point72 Asset Management, L.P. | $52244996 | 290589 | 0.74% | 股份 |
| Hood River Capital Management LLC | $51258489 | 285102 | 0.72% | 股份 |
| Amundi | $49857745 | 277311 | 0.70% | 股份 |
| MARSHALL WACE, LLP | $49524954 | 275460 | 0.70% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $48091128 | 267485 | 0.68% | 股份 |
| GOLDMAN SACHS GROUP INC | $42630442 | 237112 | 0.60% | 股份 |
| Woodline Partners LP | $42491389 | 236339 | 0.60% | 股份 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $40681802 | 226274 | 0.57% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $39212199 | 218100 | 0.55% | 股份 |
| Walleye Capital LLC | $38184160 | 212382 | 0.54% | 股份 |
| Interval Partners, LP | $38164563 | 212273 | 0.54% | 股份 |
| Pacifica Capital Investments, LLC | $36968779 | 205622 | 0.52% | 股份 |
| Trexquant Investment LP | $35087816 | 195160 | 0.49% | 股份 |
| CITADEL ADVISORS LLC | $32121821 | 178663 | 0.45% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30366531 | 168900 | 0.43% | 卖出期权 |
| Schonfeld Strategic Advisors LLC | $29140002 | 162078 | 0.41% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26950521 | 149900 | 0.38% | 买入期权 |
| Gotham Asset Management, LLC | $26354697 | 146586 | 0.37% | 股份 |
| BARCLAYS PLC | $25638593 | 142603 | 0.36% | 股份 |
| RHUMBLINE ADVISERS | $25502789 | 141848 | 0.36% | 股份 |
| Varenne Capital Partners | $25305158 | 140847 | 0.36% | 股份 |
| COUNTRY TRUST BANK | $24622960 | 136954 | 0.35% | 股份 |
| CITADEL ADVISORS LLC | $23876112 | 132800 | 0.34% | 买入期权 |
| Bridgewater Associates, LP | $23308335 | 129642 | 0.33% | 股份 |
| ING GROEP NV | $22905246 | 127400 | 0.32% | 股份 |
| PRUDENTIAL FINANCIAL INC | $22895897 | 127348 | 0.32% | 股份 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21934380 | 122000 | 0.31% | 股份 |
| California Public Employees Retirement System | $21365524 | 118836 | 0.30% | 股份 |
| Verition Fund Management LLC | $21293968 | 118438 | 0.30% | 股份 |
| BOOTHBAY FUND MANAGEMENT, LLC | $21099076 | 117354 | 0.30% | 股份 |
| IEQ CAPITAL, LLC | $20813023 | 115763 | 0.29% | 股份 |
| Swiss National Bank | $19931340 | 110859 | 0.28% | 股份 |
| BANK OF AMERICA CORP /DE/ | $19665790 | 109382 | 0.28% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $19616707 | 109109 | 0.28% | 股份 |
| Man Group plc | $19503799 | 108481 | 0.27% | 股份 |
| Susquehanna Portfolio Strategies, LLC | $19257487 | 107111 | 0.27% | 股份 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $18996072 | 105657 | 0.27% | 股份 |
| BlackRock, Inc. | $18615097 | 103538 | 0.26% | 股份 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $18464433 | 102700 | 0.26% | 股份 |
| Tabor Asset Management, LP | $17139560 | 95331 | 0.24% | 股份 |
| WOLVERINE TRADING, LLC | $17054136 | 109800 | 0.24% | 买入期权 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $16522701 | 91900 | 0.23% | 股份 |
| FIRST TRUST ADVISORS LP | $16458996 | 91546 | 0.23% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $15517905 | 67918 | 0.22% | 股份 |
| PANAGORA ASSET MANAGEMENT INC | $15512641 | 86282 | 0.22% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $15080067 | 83878 | 0.21% | 股份 |
| Corient Private Wealth LP | $14971617 | 83273 | 0.21% | 股份 |
| Engineers Gate Manager LP | $14899377 | 82871 | 0.21% | 股份 |
| JANE STREET GROUP, LLC | $14814696 | 82400 | 0.21% | 卖出期权 |
| Beck Bode, LLC | $14717136 | 81857 | 0.21% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $14578395 | 63806 | 0.21% | 股份 |
| Cubist Systematic Strategies, LLC | $14553507 | 94076 | 0.21% | 股份 |
| CWM, LLC | $14307428 | 62620 | 0.20% | 股份 |
| Driehaus Capital Management LLC | $13556705 | 75403 | 0.19% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $13306977 | 74014 | 0.19% | 股份 |
| Cinctive Capital Management LP | $13235421 | 73616 | 0.19% | 股份 |
| Fund 1 Investments, LLC | $13056530 | 72621 | 0.18% | 股份 |
| MARSICO CAPITAL MANAGEMENT LLC | $13048799 | 72578 | 0.18% | 股份 |
| Nearwater Capital Markets, Ltd | $11686350 | 65000 | 0.16% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $11519685 | 64073 | 0.16% | 股份 |
| PICTON MAHONEY ASSET MANAGEMENT | $11267982 | 62673 | 0.16% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $11157228 | 62057 | 0.16% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $10729148 | 59676 | 0.15% | 股份 |
| COOKSON PEIRCE & CO INC | $10694089 | 59481 | 0.15% | 股份 |
| Retirement Systems of Alabama | $10282190 | 57190 | 0.14% | 股份 |
公司内部人士 54 位内幕人士 · 21 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 |
|---|---|---|---|---|---|---|
| Winifred Park | President and CEO | 2026年3月20日 F | 35385 | 0 | 0 | $0 |
| Joel D Anderson | President & CEO | 2024年6月10日 A | 77748 | 0 | 0 | $0 |
| Daniel Sullivan | Chief Financial Officer | 2026年3月19日 A | 16075 | 0 | 0 | $0 |
| Kristy Chipman | CFO & Treasurer | 2025年3月20日 A | 26205 | 0 | 0 | $0 |
| Kenneth R Bull | COO | 2026年8月1日 F | 85574 | 0 | 20 | $-8135893 |
| David A. Johnston | Chief Operating Officer | 2013年6月4日 A | 29412 | 0 | 0 | $0 |
| Graham Poliner | CSBIAO | 2026年8月1日 F | 15534 | 0 | 0 | $0 |
| Amit Jhunjhunwala | Chief Information Officer | 2026年8月1日 F | 20261 | 0 | 0 | $0 |
| Maureen Marie Gellerman | CHRO | 2026年8月1日 F | 10581 | 0 | 1 | $-94863 |
| Eric M Specter | CAO | 2026年8月1日 F | 40982 | 0 | 3 | $-1709830 |
| Rodney Lastinger | Chief Retail Officer | 2026年6月22日 A | 3618 | 0 | 0 | $0 |
| Christos George Yatrakis | Chief Legal Officer | 2026年6月15日 A | 1031 | 0 | 0 | $0 |
| Jacob Kimball Hawkins | CMOO | 2026年3月20日 F | 4546 | 0 | 0 | $0 |
| Michelle Lee Israel | Chief Merchandising Officer | 2026年3月19日 A | 1763 | 0 | 0 | $0 |
| George Hill | Chief Retail Officer | 2026年1月23日 F | 31582 | 0 | 4 | $-1591000 |
| Ronald James Masciantonio | EVP, General Counsel | 2025年9月16日 A | 10016 | 0 | 1 | $-119763 |
| Thomas Vellios | Executive Chairman | 2025年5月5日 A | 396088 | 0 | 0 | $0 |
| Michael Romanko | CMO | 2024年8月1日 A | 32412 | 0 | 0 | $0 |
| Judith L. Werthauser | Chief Experience Officer | 2023年1月30日 A | 14930 | 0 | 0 | $0 |
| David N. Makuen | Executive Vice President | 2020年1月24日 M | 15148 | 0 | 0 | $0 |
| David Schlessinger | Executive Chairman | 2014年11月24日 S | 555810 | 0 | 0 | $0 |
| Robert Lynch | 董事 | 2026年6月29日 P | 1506 | 1 | 0 | $93312 |
| Zuhairah Scott Washington | 董事 | 2026年6月16日 A | 7019 | 0 | 0 | $0 |
| Karen R Bowman | 董事 | 2026年6月16日 A | 4157 | 0 | 0 | $0 |
| Michael F Devine III | 董事 | 2026年6月16日 A | 17203 | 0 | 1 | $-1091040 |
| Ronald Sargent | 董事 | 2026年6月16日 A | 6609 | 0 | 2 | $-4630300 |
| Thomas M Ryan | 董事 | 2026年5月4日 A | 119030 | 0 | 0 | $0 |
| Kathleen S Barclay | 董事 | 2026年2月2日 A | 9326 | 0 | 1 | $-400466 |
| Bernard Jin Kim | 董事 | 2024年6月11日 A | 3681 | 0 | 0 | $0 |
| Catherine Elizabeth Buggeln | 董事 | 2023年4月11日 S | 7141 | 0 | 0 | $0 |
| Daniel Kaufman | 董事 | 2019年6月18日 A | 6113 | 0 | 0 | $0 |
| David M Mussafer | 董事 | 2015年9月22日 P | 90000 | 0 | 0 | $0 |
| Steven J Collins | 董事 | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| Howard D Ross | 董事 | 2013年2月4日 S | 272768 | 0 | 0 | $0 |
| Dinesh S. Lathi | — | 2026年8月3日 A | 14350 | 0 | 0 | $0 |
| Mimi Eckel Vaughn | — | 2026年8月3日 A | 5934 | 0 | 0 | $0 |
| Richard L Markee | — | 2026年8月3日 A | 14402 | 0 | 1 | $-696120 |
| Advent Partners GPE VI-A 2010 Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2010 Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| GPE VI GP (Delaware) Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| GPE VI GP Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2009 Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI-A Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2008 Limited Partnership | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-G LP | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-B LP | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-C LP | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-D LP | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-F LP | — | 2014年4月1日 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-E LP | — | 2014年4月1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
激进投资者及 5%+ 股东 1 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 申报 | 2014年4月3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.
ETF持仓 由 130 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 |
|---|---|---|---|---|
| FCUS · Tidal Trust II | 3.06% | 12601 NS | 2026年5月31日 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1.72% | 25566 SH | 2026年8月21日 | 每日 |
| XMMO · Invesco Exchange-Traded Fund Trust | 1.47% | 460408 SH | 2026年8月21日 | 每日 |
| GSC · Goldman Sachs ETF Trust | 1.44% | 15996 NS | 2026年5月31日 | N-PORT |
| PJFM · PGIM ETF Trust | 1.36% | 997 NS | 2026年5月29日 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1.07% | 1425 NS | 2026年4月30日 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 1.06% | 26527 NS | 2026年5月31日 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0.89% | 3755 NS | 2026年5月31日 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0.88% | 107870 NS | 2026年5月31日 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.81% | 528 NS | 2026年4月30日 | N-PORT |
| FSGS · First Trust Exchange-Traded Fund VI | 0.77% | 1215 NS | 2026年6月30日 | N-PORT |
| PAMC · Pacer Funds Trust | 0.73% | 1964 NS | 2026年4月30日 | N-PORT |
| OASC · Unified Series Trust | 0.72% | 2678 NS | 2026年5月31日 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.72% | 855570 NS | 2026年5月31日 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund ... | 0.71% | 1635 NS | 2026年5月31日 | N-PORT |
| FNY · First Trust Exchange-Traded Alpha... | 0.68% | 15005 NS | 2026年4月30日 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.62% | 875 NS | 2026年5月31日 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund ... | 0.61% | 4353 NS | 2026年5月31日 | N-PORT |
| SMDX · Tidal Trust III | 0.61% | 3244 NS | 2026年4月30日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.55% | 7344 NS | 2026年4月30日 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0.53% | 2846 NS | 2026年5月31日 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.52% | 54561 SH | 2026年8月19日 | 每日 |
| FDMO · FIDELITY COVINGTON TRUST | 0.51% | 18052 NS | 2026年4月30日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trus... | 0.47% | 8554 SH | 2026年8月21日 | 每日 |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.43% | 11798 NS | 2026年5月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.41% | 22649 NS | 2026年4月30日 | N-PORT |
| ISCG · iShares Trust | 0.39% | 16471 SH | 2026年8月21日 | 每日 |
| PTMC · Pacer Funds Trust | 0.38% | 6333 NS | 2026年4月30日 | N-PORT |
| FNX · First Trust Exchange-Traded Alpha... | 0.35% | 19911 NS | 2026年4月30日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.34% | 8958 NS | 2026年4月30日 | N-PORT |
| FXD · First Trust Exchange-Traded Alpha... | 0.27% | 3054 NS | 2026年4月30日 | N-PORT |
| MVV · ProShares Trust | 0.27% | 1906 NS | 2026年5月31日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.27% | 732688 SH | 2026年8月19日 | 每日 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.27% | 89368 SH | 2026年8月19日 | 每日 |
| FNDA · SCHWAB STRATEGIC TRUST | 0.27% | 105404 NS | 2026年5月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.27% | 26886 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.26% | 265243 NS | 2026年5月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.26% | 913 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.25% | 21883 NS | 2026年4月30日 | N-PORT |
| BFOR · ALPS ETF Trust | 0.25% | 2340 NS | 2026年5月31日 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trus... | 0.25% | 14021 SH | 2026年8月21日 | 每日 |
| SCHM · SCHWAB STRATEGIC TRUST | 0.23% | 149308 NS | 2026年5月31日 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund ... | 0.23% | 21441 NS | 2026年4月30日 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.23% | 17324 NS | 2026年4月30日 | N-PORT |
| ESML · iShares Trust | 0.21% | 26230 SH | 2026年8月21日 | 每日 |
| IYC · iShares Trust | 0.21% | 10824 SH | 2026年8月21日 | 每日 |
| FYEE · Fidelity Greenwood Street Trust | 0.21% | 1474 NS | 2026年4月30日 | N-PORT |
| FAD · First Trust Exchange-Traded Alpha... | 0.20% | 4124 NS | 2026年4月30日 | N-PORT |
| FTQI · First Trust Exchange-Traded Fund VI | 0.19% | 9899 NS | 2026年6月30日 | N-PORT |
| ISCB · iShares Trust | 0.19% | 2343 SH | 2026年8月21日 | 每日 |