JACK Jack In The Box Inc. - Common Stock
关于 Jack In The Box Inc. - Common Stock 公司概况(来自维基百科)
盒子里的杰克 為美國第五大快餐連鎖店,僅次於麥當勞、漢堡王、溫蒂漢堡、CKE集團(東岸哈帝漢堡及西岸卡樂星),於1951年2月21日由羅伯特·奧斯卡·彼得森在美國加利福尼亞州聖地亞哥總部成立。
阅读更多
盒子里的杰克(英語:Jack in the Box)為美國第五大快餐連鎖店,僅次於麥當勞、漢堡王、溫蒂漢堡、CKE集團(東岸哈帝漢堡及西岸卡樂星),於1951年2月21日由羅伯特·奧斯卡·彼得森在美國加利福尼亞州聖地亞哥總部成立。
集團目前共有2,200家分店,主力分佈於美國西岸和東部少數大城市,也曾於香港(1991-2000)及新加坡(1980年代)開設過海外分店。
歷史
1951年以路邊餐廳起家;到1960年,成立Foodmaker Inc.作為控股公司,門店數目增至180家,主力分佈於加利福尼亞州;1968年開始推出特許經營。
早期Jack in the Box主力是與麥當勞直接競爭,但到了1980年代起,所走路線有所更改,除了有漢堡包,亦推出了諸如墨西哥卷餅、墨西哥玉米餅,以及沙拉、三明治等等。1987年,成為上市公司,並且有897家餐廳。
產品
Jack in the Box與其他美式速食店一樣售賣漢堡包,但最受歡迎卻是墨西哥夹饼。另又提供其他墨西哥食品,包括墨西哥捲饼。
海外發展
香港
香港曾於1990年代設有該美式快餐店,店名使用Jack in the Box,沒有中文名,該快餐店提供了一些當時在香港的其他美式快餐店所沒有的食品,如沙律、墨西哥夹饼等,但2000年左右已全部結業,曾經在銅鑼灣海德大廈及京都廣場、鴨脷洲海怡半島、尖沙咀金馬倫廣場及尖沙咀中心、旺角雅蘭中心及創興廣場、深水埗西九龍中心、九龍城廣場建立分店。
== 参考資料 ==
来源:维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
JACK 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
JACK 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 |
|---|---|
| 2025年3月20日 | $0.4400 |
| 2024年12月12日 | $0.4400 |
| 2024年8月30日 | $0.4400 |
| 2024年6月6日 | $0.4400 |
| 2024年3月14日 | $0.4400 |
| 2023年12月13日 | $0.4400 |
| 2023年9月5日 | $0.4400 |
| 2023年5月30日 | $0.4400 |
| 2023年3月14日 | $0.4400 |
| 2022年12月6日 | $0.4400 |
| 2022年8月23日 | $0.4400 |
| 2022年6月6日 | $0.4400 |
| 2022年3月8日 | $0.4400 |
| 2021年12月8日 | $0.4400 |
| 2021年8月17日 | $0.4400 |
| 2021年5月25日 | $0.4400 |
| 2021年3月2日 | $0.4000 |
| 2020年12月1日 | $0.4000 |
| 2020年8月17日 | $0.4000 |
| 2020年3月2日 | $0.4000 |
JACK 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 4 17.4%
- 买入 5 21.7%
- 持有 14 60.9%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
13 位分析师 · 2026-08-14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3月31日 | $0.76 | $0.77 | -0.01% |
| 2025年12月31日 | $1.00 | $1.06 | -0.06% |
| 2025年9月30日 | $0.30 | $0.45 | -0.15% |
| 2025年6月30日 | $1.02 | $1.19 | -0.17% |
| 2025年3月31日 | $1.20 | $1.13 | 0.07% |
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 |
|---|---|---|---|---|---|---|
| JACK | $1.68B | -4.8 | -6.8% | -5.5% | 8.4% | — |
| DIN | $454M | 30.7 | 8.2% | 1.9% | -7.0% | 40.9% |
| BRCB | — | — | 24.5% | -0.03% | 0.06% | — |
| SERV | $776M | -6.4 | 46.2% | -3823.5% | -36.3% | -580.2% |
| NATH | — | 20.8 | 9.4% | — | — | — |
| PTLO | — | 17.4 | 3.0% | 2.6% | 4.5% | — |
| RICK | $265M | 24.8 | -5.5% | 3.9% | 4.1% | — |
| RRGB | $78M | -3.3 | -3.1% | -1.9% | 25.2% | — |
| NDLS | $4M | -0.1 | 0.37% | -8.6% | 111.9% | — |
| MCD | — | 25.6 | 3.7% | 31.9% | -376.3% | — |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 13
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.47B | $1.57B | $1.69B | $1.47B | $1.14B | $1.02B | $950M | $870M | $1.10B | $1.16B | $1.54B | $1.48B | |
| Cost of Revenue | · | · | · | · | · | · | $248M | $330M | $543M | $588M | $921M | $914M | |
| SG&A Expense | $150M | $143M | $173M | $131M | $82M | $81M | $76M | $105M | $117M | $152M | $221M | $207M | |
| Operating Expenses | $1.48B | $1.49B | $1.41B | $1.22B | $854M | $791M | $748M | $636M | $852M | $971M | $1.34B | $1.32B | |
| Operating Income | $-18M | $83M | $279M | $248M | $290M | $231M | $202M | $233M | $245M | $191M | $197M | $162M | |
| Pretax Income | $-103M | $-4M | $189M | $162M | $222M | $122M | $116M | $186M | $204M | $167M | $178M | $147M | |
| Income Tax | $-22M | $32M | $59M | $46M | $56M | $33M | $24M | $82M | $75M | $61M | $66M | $52M | |
| Net Income | $-81M | $-37M | $131M | $116M | $166M | $90M | $94M | $121M | $135M | $124M | $109M | $89M | |
| EPS (Basic) | $-4.24 | $-1.87 | $6.35 | $5.46 | $7.40 | $3.88 | $3.66 | $4.26 | $4.42 | $3.68 | $2.89 | $2.18 | |
| EPS (Diluted) | $-4.24 | $-1.87 | $6.30 | $5.45 | $7.37 | $3.86 | $3.62 | $4.21 | $4.38 | $3.63 | $2.85 | $2.12 | |
| Shares (Basic) | 19,054,000 | 19,572,000 | 20,603,000 | 21,195,000 | 22,402,000 | 23,125,000 | 25,823,000 | 28,499,000 | 30,630,000 | 33,735,000 | 37,587,000 | 40,781,000 | |
| Shares (Diluted) | 19,054,000 | 19,572,000 | 20,764,000 | 21,245,000 | 22,478,000 | 23,269,000 | 26,068,000 | 28,807,000 | 30,914,000 | 34,146,000 | 38,215,000 | 41,973,000 | |
| EBITDA | $40M | $142M | $341M | $304M | $336M | $283M | $257M | $291M | $355M | $323M | $287M | $254M |
资产负债表 28
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $25M | $158M | $109M | $55M | $200M | $126M | $3M | $8M | $17M | $18M | $11M | |
| Receivables | $74M | $84M | $100M | $104M | $74M | $78M | $45M | $57M | $60M | $73M | $48M | $50M | |
| Inventory | $2M | $4M | $4M | $5M | $2M | $2M | $2M | $2M | $3M | $8M | $7M | $7M | |
| Prepaid Expense | $14M | $13M | $17M | $16M | $13M | $10M | $9M | $14M | $28M | $40M | $16M | $36M | |
| Other Current Assets | $9M | $10M | $6M | $5M | $4M | $4M | $3M | $5M | $1M | $2M | $3M | $597.0K | |
| Current Assets | $220M | $181M | $326M | $283M | $169M | $336M | $227M | $95M | $139M | $155M | $108M | $147M | |
| PP&E (Net) | $344M | $430M | $412M | $418M | $323M | $336M | $392M | $420M | $484M | $719M | $728M | $722M | |
| PP&E (Gross) | $1.15B | $1.28B | $1.26B | $1.23B | $1.13B | $1.13B | $1.18B | $1.19B | $1.26B | $1.61B | $1.56B | $1.52B | |
| Accum. Depreciation | $807M | $848M | $847M | $811M | $810M | $796M | $784M | $770M | $778M | $887M | $835M | $798M | |
| Goodwill | $136M | $161M | $330M | $367M | $48M | $47M | $47M | $47M | $51M | $166M | $149M | $149M | |
| Intangibles | $10M | $11M | $11M | $12M | $470.0K | $277.0K | $425.0K | $600.0K | $1M | $14M | $15M | $16M | |
| Other Non-current Assets | $2.03B | $2.12B | $2.26B | $2.22B | $1.26B | $1.23B | $339M | $199M | $278M | $290M | $304M | $237M | |
| Total Assets | $2.59B | $2.74B | $3.00B | $2.92B | $1.75B | $1.91B | $958M | $823M | $1.23B | $1.35B | $1.30B | $1.27B | |
| Accounts Payable | $56M | $69M | $85M | $66M | $29M | $31M | $37M | $45M | $28M | $41M | $32M | $32M | |
| Accrued Liabilities | $142M | $167M | $302M | $254M | $148M | $129M | $120M | $107M | $135M | $181M | $171M | $164M | |
| Current Liabilities | $431M | $434M | $560M | $522M | $329M | $340M | $158M | $184M | $262M | $278M | $229M | $206M | |
| Capital Leases | $908M | $1.29B | $1.27B | $1.17B | $809M | $776M | $3M | $4M | $9M | $16M | $17M | $4M | |
| Deferred Tax | $0 | $14M | $26M | $38M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $64M | $56M | $50M | $42M | $49M | $47M | $73M | $93M | $108M | $349M | $370M | $309M | |
| Long-term Debt | · | · | · | · | · | · | $1.30B | $1.07B | $1.15B | $995M | $715M | $508M | |
| Total Debt | · | · | · | · | · | · | · | $33M | $66M | · | · | · | |
| Common Stock | $830.0K | $828.0K | $826.0K | $826.0K | $825.0K | $824.0K | $822.0K | $821.0K | $818.0K | $816.0K | $811.0K | $801.0K | |
| Retained Earnings | $1.77B | $1.87B | $1.94B | $1.84B | $1.76B | $1.64B | $1.58B | $1.56B | $1.49B | $1.40B | $1.32B | $1.24B | |
| Treasury Stock | $3.20B | $3.20B | $3.13B | $3.03B | $3.01B | $2.81B | $2.66B | $2.53B | $2.19B | $1.86B | $1.57B | $1.25B | |
| AOCI | $-50M | $-57M | $-52M | $-54M | $-74M | $-111M | $-140M | $-94M | $-138M | $-187M | $-133M | $-90M | |
| Stockholders' Equity | $-938M | $-852M | $-718M | $-736M | $-818M | $-793M | $-738M | $-592M | $-388M | $-217M | $16M | $258M | |
| Liabilities + Equity | $2.59B | $2.74B | $3.00B | $2.92B | $1.75B | $1.91B | $958M | $823M | $1.23B | $1.35B | $1.30B | $1.27B | |
| Shares Outstanding | 83,012,784 | 82,826,000 | 82,645,814 | 82,580,599 | 82,536,059 | 82,369,714 | 82,159,002 | · | · | · | · | · |
现金流 19
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $58M | $60M | $62M | $56M | $46M | $53M | $55M | $59M | $67M | $73M | $89M | $91M | |
| Stock-based Comp | $8M | $13M | $11M | $7M | $4M | $4M | $8M | $9M | $11M | $11M | $12M | $10M | |
| Deferred Tax | $-58M | $-11M | $-12M | $8M | $8M | $5M | $4M | $25M | $-16M | $33M | $-3M | $4M | |
| Amort. of Intangibles | · | · | · | · | · | · | $100.0K | $200.0K | $200.0K | $200.0K | $800.0K | $900.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $29.0K | $9M | |
| Other Non-cash | $234M | $43M | $23M | $-24M | $-23M | $-9M | $7M | $-111M | $-52M | $-129M | $19M | $6M | |
| Operating Cash Flow | $162M | $69M | $215M | $163M | $201M | $144M | $168M | $104M | $134M | $104M | $227M | $201M | |
| CapEx | $88M | $91M | $60M | $46M | $41M | $20M | $48M | $38M | $39M | $43M | $86M | $61M | |
| Investing Cash Flow | $-75M | $-69M | $42M | $-579M | $-21M | $29M | $-14M | $66M | $67M | $-32M | $-84M | $-43M | |
| Debt Issued | · | · | · | · | · | · | $1.30B | $0 | $0 | $418M | $300M | $200M | |
| Net Debt Issued | · | · | · | · | · | · | $963M | $-305M | $-57M | $391M | $102M | $7M | |
| Stock Issued | $2.0K | $2.0K | $263.0K | $51.0K | $7M | $5M | $1M | $8M | $5M | $11M | $15M | $32M | |
| Stock Repurchased | $5M | $70M | $90M | $25M | $200M | $156M | $138M | $326M | $334M | $285M | $320M | $324M | |
| Net Stock Activity | $-5M | $-70M | $-90M | $-25M | $-193M | $-151M | $-136M | $-318M | $-329M | $-274M | $-305M | $-292M | |
| Dividends Paid | $17M | $34M | $36M | $37M | $37M | $28M | $41M | $45M | $49M | $40M | $37M | $16M | |
| Financing Cash Flow | $-60M | $-131M | $-207M | $478M | $-344M | $-87M | $-6M | $-446M | $-224M | $-44M | $-135M | $-157M | |
| Net Change in Cash | $28M | $-132M | $50M | $62M | $-163M | $85M | $149M | · | $-9M | $-713.0K | $7M | $934.0K | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | $29M | |
| Free Cash Flow | $74M | $-47M | $140M | $116M | $160M | $124M | $121M | $72M | $104M | $38M | $141M | $140M |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.2% | 5.2% | 16.5% | 16.9% | 25.4% | 22.6% | 21.3% | 26.6% | 17.1% | 14.4% | 12.8% | 10.9% | |
| Net Margin | -5.5% | -2.3% | 7.7% | 7.9% | 14.5% | 8.8% | 9.9% | 14.0% | 8.7% | 7.8% | 7.1% | 6.0% | |
| Pretax Margin | -7.0% | -0.28% | 11.2% | 11.0% | 19.4% | 11.9% | 12.2% | 21.4% | 14.1% | 12.4% | 11.6% | 9.9% | |
| EBITDA Margin | 2.8% | 9.1% | 20.2% | 20.7% | 29.4% | 27.7% | 27.1% | 33.5% | 22.9% | 20.2% | 18.6% | 17.1% | |
| ROA | -3.0% | -1.3% | 4.4% | 5.0% | 9.1% | 6.3% | 10.6% | 11.8% | 10.5% | 9.3% | 8.5% | 6.9% | |
| ROE | 8.4% | 4.3% | -18.4% | -15.4% | -20.3% | -11.1% | -14.3% | -22.4% | -44.7% | -123.3% | 79.5% | 24.4% | |
| ROIC | 1.5% | -82.2% | -26.8% | -24.1% | -26.5% | -21.3% | -21.7% | -23.2% | -52.0% | -67.2% | 780.2% | 40.7% |
流动性与偿付能力 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.5 | 0.4 | 0.6 | 0.5 | 0.5 | 1.0 | 1.4 | 0.5 | 0.5 | 0.6 | 0.6 | 0.7 | |
| Quick Ratio | 0.3 | 0.2 | 0.5 | 0.4 | 0.4 | 0.8 | 1.1 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | · | · | · | · | · | · | · | -0.1 | -0.2 | · | · | · |
效率 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.7 | 1.1 | 0.8 | 1.2 | 1.2 | 1.2 | 1.1 | |
| Inventory Turnover | · | · | · | · | · | · | 136.7 | 124.4 | 127.6 | 123.2 | 124.0 | 124.6 | |
| Receivables Turnover | 16.9 | 17.1 | 16.6 | 16.5 | 15.0 | 16.5 | 18.5 | 14.9 | 21.9 | 26.4 | 31.4 | 32.3 |
增长率 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.8% | -7.1% | 15.3% | 28.4% | 12.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.06% | 11.2% | 18.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | 15.6% | -26.1% | 90.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | 13.0% | -30.1% | 84.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 13.4% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -9.6% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 12
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.47B | $1.57B | $1.69B | $1.47B | $1.14B | $1.02B | $950M | $870M | $1.10B | $1.16B | $1.54B | $1.48B | |
| Net Income TTM | $-81M | $-37M | $131M | $116M | $166M | $90M | $94M | $121M | $135M | $124M | $109M | $89M | |
| Market Cap | $1.68B | $3.76B | $5.71B | $6.12B | · | · | · | · | · | · | · | · | |
| P/E | -4.8 | -24.3 | 11.0 | 13.6 | 13.5 | 20.8 | 25.0 | 19.9 | 23.3 | 26.4 | 28.0 | 31.0 | |
| P/S | 1.1 | 2.4 | 3.4 | 4.2 | · | · | · | · | · | · | · | · | |
| P/B | -1.8 | -4.4 | -7.9 | -8.3 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 10.3 | 54.7 | 26.5 | 37.6 | · | · | · | · | · | · | · | · | |
| P / FCF | 22.7 | -80.6 | 40.8 | 52.5 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 0.99% | 0.90% | 0.63% | 0.60% | · | · | · | · | · | · | · | · | |
| Earnings Yield | -21.0% | -4.1% | 9.1% | 7.4% | 7.4% | 4.8% | 4.0% | 5.0% | 4.3% | 3.8% | 3.6% | 3.2% | |
| Payout Ratio | -20.6% | -92.6% | 27.4% | 31.9% | 22.5% | 30.7% | 43.6% | 37.4% | 36.1% | 32.5% | 34.4% | 17.8% | |
| Annual Payout | $17M | $34M | $36M | $37M | $37M | $28M | $41M | $45M | $49M | $40M | $37M | $16M |
损益表 12
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $258M | $254M | $350M | $425M | $262M | $266M | $371M | $349M | $369M | $365M | $487M | $373M | $397M | $396M | $527M | $403M | |
| SG&A Expense | $17M | $26M | $37M | $46M | $21M | $28M | $41M | $30M | $30M | $38M | $46M | $44M | $40M | $39M | $50M | $38M | |
| Operating Expenses | $205M | $219M | $303M | $397M | $214M | $217M | $301M | $298M | $471M | $311M | $408M | $320M | $333M | $334M | $426M | $318M | |
| Operating Income | $53M | $35M | $47M | $28M | $48M | $48M | $70M | $51M | $-102M | $54M | $79M | $53M | $64M | $62M | $101M | $84M | |
| Pretax Income | $33M | $17M | $21M | $8M | $29M | $29M | $44M | $31M | $-122M | $34M | $53M | $33M | $43M | $41M | $73M | $65M | |
| Income Tax | $12M | $5M | $7M | $-356.0K | $6M | $8M | $13M | $9M | $83.0K | $9M | $14M | $11M | $14M | $14M | $19M | $19M | |
| Net Income | $20M | $10M | $-2M | $-6M | $22M | $-142M | $34M | $8M | $-122M | $25M | $39M | $-5M | $29M | $27M | $53M | $14M | |
| EPS (Basic) | $1.04 | $0.53 | $-0.13 | $0.30 | $1.16 | $-7.47 | $1.77 | $1.21 | $-6.29 | $1.27 | $1.94 | $1.10 | $1.42 | $1.28 | $2.55 | $2.16 | |
| EPS (Diluted) | $1.03 | $0.53 | $-0.13 | $0.33 | $1.15 | $-7.47 | $1.75 | $1.20 | $-6.26 | $1.26 | $1.93 | $1.08 | $1.41 | $1.27 | $2.54 | $2.15 | |
| Shares (Basic) | 19,330,000 | 19,255,000 | 19,136,000 | -38,100,000 | 19,061,000 | 19,043,000 | 19,050,000 | -39,428,000 | 19,454,000 | 19,653,000 | 19,893,000 | -41,549,000 | 20,487,000 | 20,744,000 | 20,921,000 | -42,473,000 | |
| Shares (Diluted) | 19,459,000 | 19,387,000 | 19,234,000 | -38,356,000 | 19,152,000 | 19,043,000 | 19,215,000 | -39,805,000 | 19,541,000 | 19,785,000 | 20,051,000 | -41,749,000 | 20,649,000 | 20,864,000 | 21,000,000 | -42,524,000 | |
| EBITDA | $63M | $46M | $60M | · | $54M | $-145M | $92M | · | $-88M | $68M | $98M | · | $78M | $76M | $120M | · |
资产负债表 27
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $43M | $72M | $52M | $38M | $16M | $75M | $25M | $22M | $20M | $54M | · | $154M | $95M | $154M | · | |
| Receivables | $107M | $120M | $92M | $90M | $88M | $115M | $68M | $84M | $86M | $103M | $63M | · | $83M | $97M | $57M | · | |
| Inventory | $2M | $2M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | $5M | $5M | $5M | · | |
| Prepaid Expense | $8M | $11M | $13M | $16M | $11M | $8M | $8M | $13M | $12M | $8M | $9M | · | $10M | $11M | $11M | · | |
| Other Current Assets | $10M | $8M | $9M | $10M | $17M | $19M | $17M | $10M | $7M | $6M | $6M | · | $6M | $5M | $5M | · | |
| Current Assets | $214M | $227M | $232M | $220M | $200M | $200M | $214M | $181M | $189M | $194M | $189M | · | $296M | $250M | $264M | · | |
| PP&E (Net) | $331M | $334M | $336M | $444M | $457M | $442M | $437M | $430M | $420M | $417M | $416M | · | $415M | $420M | $425M | · | |
| PP&E (Gross) | $1.16B | $1.17B | $1.15B | $1.31B | $1.32B | $1.30B | $1.29B | $1.28B | $1.27B | $1.27B | $1.26B | · | $1.25B | $1.25B | $1.25B | · | |
| Accum. Depreciation | $833M | $836M | $809M | $871M | $866M | $862M | $857M | $848M | $851M | $850M | $845M | · | $835M | $832M | $827M | · | |
| Goodwill | $136M | $136M | $136M | $136M | $136M | $136M | $161M | $161M | $162M | $330M | $330M | $330M | $339M | $354M | $360M | $367M | |
| Intangibles | · | · | · | $10M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | · | $12M | $12M | $12M | · | |
| Other Non-current Assets | $1.36B | $1.45B | $1.45B | $1.93B | $1.94B | $1.94B | $2.12B | $2.12B | $2.14B | $2.29B | $2.28B | · | $2.24B | $2.23B | $2.22B | · | |
| Total Assets | $1.90B | $2.01B | $2.02B | $2.59B | $2.60B | $2.58B | $2.77B | $2.74B | $2.75B | $2.90B | $2.89B | · | $2.95B | $2.90B | $2.91B | · | |
| Accounts Payable | $51M | $49M | $45M | $71M | $57M | $68M | $69M | $69M | $69M | $82M | $70M | · | $51M | $58M | $38M | · | |
| Accrued Liabilities | $140M | $137M | $142M | $171M | $186M | $168M | $168M | $167M | $179M | $169M | $168M | · | $282M | $244M | $225M | · | |
| Current Liabilities | $369M | $349M | $352M | $431M | $433M | $425M | $427M | $434M | $439M | $440M | $427M | · | $524M | $499M | $461M | · | |
| Capital Leases | $874M | $889M | $901M | $1.26B | $1.26B | $1.27B | $1.29B | $1.29B | $1.28B | $1.28B | $1.28B | · | $1.22B | $1.20B | $1.18B | · | |
| Deferred Tax | · | · | · | $0 | $0 | $0 | $12M | $14M | $19M | $27M | $28M | · | $41M | $41M | $42M | · | |
| Other Non-current Liabilities | $56M | $57M | $65M | $79M | $81M | $80M | $83M | $56M | $52M | $52M | $52M | · | $47M | $41M | $43M | · | |
| Long-term Debt | $1.49B | $1.60B | $1.60B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $833.0K | $832.0K | $831.0K | $830.0K | $830.0K | $830.0K | $829.0K | $828.0K | $828.0K | $828.0K | $827.0K | · | $826.0K | $826.0K | $826.0K | · | |
| Retained Earnings | $1.80B | $1.78B | $1.77B | $1.77B | $1.76B | $1.74B | $1.89B | $1.87B | $1.85B | $1.98B | $1.97B | · | $1.92B | $1.90B | $1.89B | · | |
| Treasury Stock | $3.20B | $3.20B | $3.20B | $3.20B | $3.20B | $3.20B | $3.20B | $3.20B | $3.18B | $3.17B | $3.15B | · | $3.09B | $3.07B | $3.05B | · | |
| AOCI | $-49M | $-49M | $-49M | $-50M | $-56M | $-56M | $-57M | $-57M | $-51M | $-51M | $-51M | · | $-53M | $-53M | $-53M | · | |
| Stockholders' Equity | $-901M | $-922M | $-936M | $-938M | $-952M | $-976M | $-827M | $-852M | $-846M | $-703M | $-708M | $-718M | $-705M | $-701M | $-703M | $-736M | |
| Liabilities + Equity | $1.90B | $2.01B | $2.02B | $2.59B | $2.60B | $2.58B | $2.77B | $2.74B | $2.75B | $2.90B | $2.89B | · | $2.95B | $2.90B | $2.91B | · | |
| Shares Outstanding | 83,271,915 | 83,176,452 | 83,147,600 | 83,012,784 | 83,002,498 | 82,999,428 | 82,971,349 | 82,825,851 | · | · | · | 82,645,814 | · | · | · | 82,580,599 |
现金流 15
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $14M | $21M | $9M | $8M | $12M | $14M | $14M | $14M | $18M | $14M | $14M | $15M | $19M | $15M | |
| Stock-based Comp | $245.0K | $3M | $4M | $1M | $2M | $996.0K | $4M | $2M | $2M | $4M | $5M | $3M | $2M | $2M | $4M | $2M | |
| Deferred Tax | $8M | $4M | $9M | $-1M | $-994.0K | $-50M | $-5M | $-498.0K | $-8M | $-2M | $-719.0K | $-14M | $152.0K | $-2M | $3M | $-201.0K | |
| Other Non-cash | · | · | $6M | · | · | · | $55M | · | · | · | $-84M | · | · | · | $-17M | · | |
| Operating Cash Flow | $39M | $-13M | $31M | $34M | $60M | $-37M | $102M | $30M | $45M | $17M | $-23M | $33M | $88M | $32M | $62M | $59M | |
| CapEx | $10M | $11M | $23M | $18M | $23M | $13M | $21M | $24M | $6M | $10M | $39M | $3M | $19M | $13M | $24M | $12M | |
| Investing Cash Flow | · | · | · | $-12M | $-30M | $-6M | $-26M | $-1M | $-12M | $-19M | $-37M | $17M | $16M | $-6M | $16M | $26M | |
| Stock Issued | $1.0K | $1.0K | $1.0K | $0 | $0 | $1.0K | $1.0K | $0 | $0 | $1.0K | $1.0K | $0 | $263.0K | $0 | $0 | $0 | |
| Stock Repurchased | $0 | $0 | $0 | $-3.0K | $0 | $0 | $5M | $15M | $15M | $15M | $25M | $30M | $28M | $18M | $15M | $25M | |
| Net Stock Activity | · | · | $1.0K | · | · | · | $-5M | · | · | · | $-25M | · | · | · | $-15M | · | |
| Dividends Paid | $0 | $0 | $0 | $0 | $0 | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Financing Cash Flow | · | · | · | $-8M | $-7M | $-16M | $-29M | $-25M | $-31M | $-31M | $-44M | $-46M | $-45M | $-84M | $-33M | $-42M | |
| Net Change in Cash | · | · | · | $14M | $23M | $-59M | $50M | $3M | $2M | $-34M | $-103M | $4M | $59M | $-59M | $46M | $43M | |
| Taxes Paid | $665.0K | · | · | · | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | · | $7M | · | · | · | $71M | · | · | · | $-62M | · | · | · | $38M | · |
盈利能力 7
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.5% | 14.0% | 13.3% | · | 12.2% | -46.7% | 15.8% | · | -27.7% | 14.8% | 16.3% | · | 16.0% | 15.6% | 19.1% | · | |
| Net Margin | 7.8% | 4.0% | -0.70% | · | 6.6% | -42.2% | 7.2% | · | -33.1% | 6.8% | 7.9% | · | 7.3% | 6.7% | 10.1% | · | |
| Pretax Margin | 13.0% | 6.8% | 6.1% | · | 6.5% | -52.5% | 10.2% | · | -33.1% | 9.3% | 10.8% | · | 10.9% | 10.3% | 13.8% | · | |
| EBITDA Margin | 24.6% | 18.3% | 17.2% | · | 16.1% | -43.0% | 19.7% | · | -23.9% | 18.6% | 20.1% | · | 19.7% | 19.3% | 22.8% | · | |
| ROA | 0.89% | 0.45% | -0.10% | · | 0.82% | -5.2% | 1.2% | · | -4.3% | 0.86% | 1.3% | · | 1.0% | 0.93% | 2.3% | · | |
| ROE | -2.2% | -1.1% | 0.28% | · | -2.5% | 16.9% | -4.4% | · | 15.8% | -3.6% | -5.5% | · | -4.0% | -3.6% | -7.1% | · | |
| ROIC | -3.7% | -2.8% | -3.4% | · | -4.4% | 12.9% | -6.3% | · | 12.1% | -5.7% | -8.2% | · | -6.1% | -5.7% | -10.5% | · |
流动性与偿付能力 2
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | 0.5 | 0.6 | · | |
| Quick Ratio | 0.4 | 0.5 | 0.5 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.5 | 0.4 | 0.5 | · |
效率 2
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | |
| Receivables Turnover | 2.6 | 2.2 | 4.4 | · | 3.8 | 3.1 | 7.1 | · | 4.4 | 3.7 | 8.1 | · | 4.9 | 5.3 | 9.4 | · |
估值 (TTM) 10
| 指标 | 趋势 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.12B | $1.20B | $1.39B | · | $1.41B | $1.44B | $1.59B | · | $1.62B | $1.65B | $1.81B | · | $1.72B | $1.64B | $1.59B | · | |
| Net Income TTM | · | $27M | $-265M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Market Cap | $1.43B | $952M | $1.91B | · | $1.69B | $2.05B | $3.21B | · | · | · | · | · | · | · | · | · | |
| P/E | 6.7 | -1.9 | -4.9 | · | -1.9 | -2.3 | -29.3 | · | -29.7 | 10.1 | 10.9 | · | 15.0 | 16.6 | 12.8 | · | |
| P/S | 1.3 | 0.8 | 1.4 | · | 1.2 | 1.4 | 2.0 | · | · | · | · | · | · | · | · | · | |
| P/B | -1.6 | -1.0 | -2.0 | · | -1.8 | -2.1 | -3.9 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 62.6 | · | · | · | 30.4 | · | · | · | · | · | · | · | · | · | |
| P / FCF | · | · | 260.7 | · | · | · | 45.5 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 15.0% | -51.7% | -20.4% | · | -53.2% | -43.4% | -3.4% | · | -3.4% | 9.9% | 9.2% | · | 6.7% | 6.0% | 7.8% | · | |
| Payout Ratio | · | · | 0.00% | · | · | · | 24.7% | · | · | · | 22.4% | · | · | · | 17.2% | · |
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
| 2025-09-28 | 2024-09-29 | 2023-10-01 | 2022-10-02 | 2021-10-03 | |
|---|---|---|---|---|---|
| 收入 | $1.47B | $1.57B | $1.69B | $1.47B | $1.14B |
| 营业利润率 % | -1.2% | 5.2% | 16.5% | 16.9% | 25.4% |
| 净收入 | $-81M | $-37M | $131M | $116M | $166M |
| 稀释后每股收益 (EPS) | $-4.24 | $-1.87 | $6.30 | $5.45 | $7.37 |
资产负债表
| 2025-09-28 | 2024-09-29 | 2023-10-01 | 2022-10-02 | 2021-10-03 | |
|---|---|---|---|---|---|
| 流动比率 | 0.5 | 0.4 | 0.6 | 0.5 | 0.5 |
| 速动比率 | 0.3 | 0.2 | 0.5 | 0.4 | 0.4 |
现金流
| 2025-09-28 | 2024-09-29 | 2023-10-01 | 2022-10-02 | 2021-10-03 | |
|---|---|---|---|---|---|
| 自由现金流 | $74M | $-47M | $140M | $116M | $160M |
最新新闻 提及该公司的近期头条新闻
我的指标 您的个人关注列表 — 来自完整基本面的选定行
选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。
您的选择已保存,并会跟随您浏览所有股票。
机构持有人 (13F) 171 家申报者 · $243.1M 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 |
|---|---|---|---|---|
| 35 (+9 与上一季度对比) | 31 (-8 与上一季度对比) | 54 (+15 与上一季度对比) | 36 (-25 与上一季度对比) | +1.9M |
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 |
|---|---|---|---|---|
| Nantahala Capital Management, LLC | $27330099 | 1728659 | 11.24% | 股份 |
| Callodine Capital Management, LP | $27148189 | 1717153 | 11.17% | 股份 |
| VANGUARD GROUP INC | $18646042 | 983960 | 7.67% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $13066317 | 826459 | 5.38% | 股份 |
| Allianz Asset Management GmbH | $11193496 | 708001 | 4.61% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9997738 | 632368 | 4.11% | 股份 |
| EARNEST PARTNERS LLC | $8732922 | 552367 | 3.59% | 股份 |
| BIGLARI CAPITAL CORP. | $8580087 | 542700 | 3.53% | 股份 |
| IPG Investment Advisors LLC | $7419633 | 469300 | 3.05% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $6592755 | 416869 | 2.71% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $6491412 | 410589 | 2.67% | 股份 |
| STATE STREET CORP | $6221203 | 393498 | 2.56% | 股份 |
| MANNING & NAPIER ADVISORS LLC | $5949983 | 376343 | 2.45% | 股份 |
| GOLDMAN SACHS GROUP INC | $5936402 | 375484 | 2.44% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3969891 | 251100 | 1.63% | 买入期权 |
| PEAK6 LLC | $3949338 | 249800 | 1.62% | 买入期权 |
| ENVESTNET ASSET MANAGEMENT INC | $3788220 | 239609 | 1.56% | 股份 |
| BIGLARI, SARDAR | $3171755 | 200617 | 1.30% | 股份 |
| Windward Management LP | $2883807 | 182404 | 1.19% | 股份 |
| Keeley-Teton Advisors, LLC | $2849920 | 104815 | 1.17% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2758497 | 174478 | 1.13% | 股份 |
| Seven Six Capital Management, LLC | $2602326 | 164600 | 1.07% | 股份 |
| D. E. Shaw & Co., Inc. | $2521695 | 159500 | 1.04% | 卖出期权 |
| JANE STREET GROUP, LLC | $2469522 | 156200 | 1.02% | 买入期权 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2256087 | 142700 | 0.93% | 卖出期权 |
| Cubist Systematic Strategies, LLC | $2218194 | 112200 | 0.91% | 卖出期权 |
| Quantinno Capital Management LP | $2175851 | 137625 | 0.90% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $2002289 | 126647 | 0.82% | 股份 |
| TWO SIGMA ADVISERS, LP | $1739610 | 91800 | 0.72% | 股份 |
| STIFEL FINANCIAL CORP | $1667157 | 105449 | 0.69% | 股份 |
| JANUS HENDERSON GROUP PLC | $1636938 | 169280 | 0.67% | 股份 |
| CITADEL ADVISORS LLC | $1525665 | 96500 | 0.63% | 买入期权 |
| Graham Capital Management, L.P. | $1487484 | 94085 | 0.61% | 股份 |
| Engineers Gate Manager LP | $1241891 | 78551 | 0.51% | 股份 |
| Nebula Research & Development LLC | $1205316 | 69033 | 0.50% | 股份 |
| D. E. Shaw & Co., Inc. | $1091206 | 69020 | 0.45% | 股份 |
| BANK OF AMERICA CORP /DE/ | $1055665 | 66772 | 0.43% | 股份 |
| CITADEL ADVISORS LLC | $1051365 | 66500 | 0.43% | 卖出期权 |
| AXA Investment Managers S.A. | $1011591 | 51168 | 0.42% | 股份 |
| Bank of New York Mellon Corp | $1010322 | 63904 | 0.42% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1002354 | 63400 | 0.41% | 股份 |
| Atom Investors LP | $991872 | 62737 | 0.41% | 股份 |
| WELLS FARGO & COMPANY/MN | $952900 | 60272 | 0.39% | 股份 |
| Arkhouse Management Co. LP | $879251 | 44474 | 0.36% | 股份 |
| WOLVERINE TRADING, LLC | $847902 | 44300 | 0.35% | 买入期权 |
| Walleye Trading LLC | $803148 | 50800 | 0.33% | 卖出期权 |
| D. E. Shaw & Co., Inc. | $790500 | 50000 | 0.33% | 买入期权 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $779196 | 49285 | 0.32% | 股份 |
| WOLVERINE TRADING, LLC | $759858 | 39700 | 0.31% | 卖出期权 |
| Cubist Systematic Strategies, LLC | $757191 | 38300 | 0.31% | 买入期权 |
| Cetera Investment Advisers | $713404 | 45124 | 0.29% | 股份 |
| Numerai GP LLC | $703956 | 44526 | 0.29% | 股份 |
| Crawford Fund Management, LLC | $673506 | 42600 | 0.28% | 卖出期权 |
| IMC-Chicago, LLC | $617792 | 39076 | 0.25% | 股份 |
| Headlands Technologies LLC | $612479 | 38740 | 0.25% | 股份 |
| JANE STREET GROUP, LLC | $586551 | 37100 | 0.24% | 卖出期权 |
| CITIGROUP INC | $562836 | 35600 | 0.23% | 买入期权 |
| Point72 Asset Management, L.P. | $562694 | 35591 | 0.23% | 股份 |
| NOVEM GROUP | $556512 | 35200 | 0.23% | 股份 |
| CITADEL ADVISORS LLC | $552812 | 34966 | 0.23% | 股份 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $516987 | 32700 | 0.21% | 股份 |
| JPMORGAN CHASE & CO | $506034 | 30484 | 0.21% | 股份 |
| H D Vest Advisory Services | $502249 | 28766 | 0.21% | 股份 |
| Walleye Trading LLC | $487248 | 30819 | 0.20% | 股份 |
| AlphaQuest LLC | $477369 | 25191 | 0.20% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $465604 | 29450 | 0.19% | 股份 |
| RHUMBLINE ADVISERS | $435035 | 27517 | 0.18% | 股份 |
| Walleye Capital LLC | $423708 | 26800 | 0.17% | 买入期权 |
| Walleye Capital LLC | $392088 | 24800 | 0.16% | 卖出期权 |
| GROUP ONE TRADING LLC | $345575 | 21858 | 0.14% | 股份 |
| &PARTNERS | $317006 | 20051 | 0.13% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $314145 | 19870 | 0.13% | 股份 |
| BANK OF MONTREAL /CAN/ | $287979 | 18215 | 0.12% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $279837 | 17700 | 0.12% | 股份 |
| JT Stratford LLC | $270019 | 17079 | 0.11% | 股份 |
| WOLVERINE TRADING, LLC | $269644 | 14088 | 0.11% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $264629 | 27366 | 0.11% | 股份 |
| Shay Capital LLC | $238984 | 15116 | 0.10% | 股份 |
| Focus Partners Wealth | $213310 | 13492 | 0.09% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $186084 | 11770 | 0.08% | 股份 |
| MetLife Investment Management, LLC | $164867 | 10428 | 0.07% | 股份 |
| JANE STREET GROUP, LLC | $163222 | 10324 | 0.07% | 股份 |
| Ensign Peak Advisors, Inc | $139223 | 8806 | 0.06% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $130259 | 8239 | 0.05% | 股份 |
| BlackRock, Inc. | $128852 | 8150 | 0.05% | 股份 |
| Nuveen, LLC | $128361 | 8119 | 0.05% | 股份 |
| CITIGROUP INC | $117073 | 7405 | 0.05% | 股份 |
| Invesco Ltd. | $112994 | 7147 | 0.05% | 股份 |
| Vanguard Global Advisers, LLC | $108978 | 6893 | 0.04% | 股份 |
| CERTUITY, LLC | $103650 | 6556 | 0.04% | 股份 |
| SIMPLEX TRADING, LLC | $99903 | 6319 | 0.04% | 股份 |
| Versant Capital Management, Inc | $96552 | 6107 | 0.04% | 股份 |
| Nuveen Asset Management, LLC | $90276 | 2168 | 0.04% | 股份 |
| Police & Firemen's Retirement System of New Jersey | $86987 | 5502 | 0.04% | 股份 |
| MORGAN STANLEY | $82750 | 5234 | 0.03% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $80773 | 5109 | 0.03% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $64283 | 4066 | 0.03% | 股份 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $47509 | 3005 | 0.02% | 股份 |
| Clearstead Advisors, LLC | $41992 | 2656 | 0.02% | 股份 |
| NORTHERN TRUST CORP | $40837 | 2583 | 0.02% | 股份 |
公司内部人士 68 位内幕人士 · 14 位高管 · 10 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 |
|---|---|---|---|---|---|---|
| Lance F. Tucker | DIRECTOR & CEO | 2025年4月7日 A | 79555 | 0 | 0 | $0 |
| Darin S Harris | DIRECTOR & CEO | 2024年12月23日 S | 138803 | 0 | 0 | $0 |
| Brian M. Scott | EVP, Chief Financial Officer | 2024年8月29日 S | 13201 | 0 | 0 | $0 |
| Timothy E Mullany | EVP, Chief Financial Officer | 2023年2月2日 S | 8308 | 0 | 0 | $0 |
| Chad Gretzema | DEL TACO BRAND PRESIDENT | 2023年5月17日 S | 10933 | 0 | 0 | $0 |
| Tony J Darden | SVP, CHIEF OPERATING OFFICER | 2024年12月4日 S | 8052 | 0 | 0 | $0 |
| Steven Piano | SVP, CHIEF PEOPLE OFFICER | 2025年5月13日 S | 25732 | 0 | 0 | $0 |
| Richard D Cook | SVP, CHIEF TECHNOLOGY OFFICER | 2025年5月1日 A | 26322 | 0 | 0 | $0 |
| Timothy T Linderman | SVP, CHF DEVELOPMENT OFFICER | 2025年5月1日 A | 25541 | 0 | 0 | $0 |
| Dawn E Hooper | Interim PFO | 2025年5月1日 A | 15778 | 0 | 0 | $0 |
| Sarah L Super | EVP, Chief Legal&Admin Officer | 2025年5月1日 A | 31942 | 0 | 0 | $0 |
| Ryan Lee Ostrom | EVP, Chief Cust&Digtl Officer | 2025年5月1日 A | 49489 | 0 | 0 | $0 |
| Dean C Gordon | SVP, CHF SUPPLY CHAIN OFFICER | 2023年12月21日 S | 15905 | 0 | 0 | $0 |
| Carlson Choi | SVP, Chief Information Officer | 2021年5月17日 A | 670 | 0 | 0 | $0 |
| James M Myers | 董事 | 2026年6月1日 A | 48952 | 0 | 0 | $0 |
| Michael W Murphy | 董事 | 2026年3月3日 A | 85927 | 0 | 0 | $0 |
| Madeleine Kleiner | 董事 | 2026年3月3日 A | 34673 | 0 | 0 | $0 |
| David Goebel | 董事 | 2026年3月3日 A | 47690 | 0 | 0 | $0 |
| Man Wein Vivien Yeung | 董事 | 2025年4月8日 A | 18124 | 0 | 0 | $0 |
| Guillermo Diaz JR | 董事 | 2025年3月3日 A | 6495 | 0 | 0 | $0 |
| Enrique Ramirez | 董事 | 2025年3月3日 A | 5163 | 0 | 0 | $0 |
| Sharon Price John | 董事 | 2024年12月30日 A | 12804 | 0 | 0 | $0 |
| David M Tehle | 董事 | 2023年12月28日 A | 61212 | 0 | 0 | $0 |
| Mark James King | — | 2026年8月14日 S | 181905 | 0 | 3 | $-261745 |
| Carl Mount | — | 2026年5月4日 S | 40730 | 0 | 4 | $-61795 |
| Adrienne Ingoldt | — | 2020年12月22日 S | 2225 | 0 | 0 | $0 |
| Melissa L Corrigan | — | 2020年12月22日 S | 6163 | 0 | 0 | $0 |
| Marcus D Tom | — | 2020年12月22日 S | 7832 | 0 | 0 | $0 |
| Andrew T Martin | — | 2020年12月22日 S | 4745 | 0 | 0 | $0 |
| John P Gainor JR | — | 2020年5月29日 P | 5381 | 0 | 0 | $0 |
| Jean Birch | — | 2020年3月12日 P | 3081 | 0 | 0 | $0 |
| Phillip H Rudolph | — | 2020年2月24日 M | 78005 | 0 | 0 | $0 |
| Leonard A Comma | — | 2020年2月11日 S | 151306 | 0 | 0 | $0 |
| Jennifer R Kennedy | — | 2020年1月6日 S | 1179 | 0 | 0 | $0 |
| Vanessa C Fox | — | 2019年12月23日 S | 2469 | 0 | 0 | $0 |
| Mark H Blankenship | — | 2019年12月23日 S | 22301 | 0 | 0 | $0 |
| Paul D Melancon | — | 2019年12月23日 S | 6483 | 0 | 0 | $0 |
| John T. Wyatt | — | 2019年12月20日 A | 17939 | 0 | 0 | $0 |
| Carol A Diraimo | — | 2019年8月14日 M | 16998 | 0 | 0 | $0 |
| Raymond Pepper | — | 2018年12月21日 S | 4896 | 0 | 0 | $0 |
| Iwona Alter | — | 2018年2月26日 A | 5814 | 0 | 0 | $0 |
| Keith M Guilbault | — | 2017年12月21日 S | 17610 | 0 | 0 | $0 |
| Frances L. Allen | — | 2017年12月21日 S | 12058 | 0 | 0 | $0 |
| Jerry P Rebel | — | 2017年12月21日 S | 110256 | 0 | 0 | $0 |
| Timothy P Casey | — | 2016年5月12日 M | 6267 | 0 | 0 | $0 |
| Elana M Hobson | — | 2014年11月26日 S | 14085 | 0 | 0 | $0 |
| Linda Lang | — | 2013年12月5日 M | 277284 | 0 | 0 | $0 |
| Winifred Markus Webb | — | 2013年11月25日 M | 8400 | 0 | 0 | $0 |
| Gary J Beisler | — | 2013年2月22日 M | 56275 | 0 | 0 | $0 |
| Terri F Graham | — | 2012年8月16日 M | 31765 | 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 3 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 |
|---|---|---|---|---|---|
| GreenWood Investors LLC, Steven D Wood ×2 申报 | 2026年6月15日 | 7.10% | 修订 | — | SEC |
| Blue Harbour Group, LP, Blue Harbour Holdings, LLC, Clifton S. Robbins ×6 申报 | 2019年5月21日 | — | 初始申报 | — | SEC |
| JANA PARTNERS LLC ×5 申报 | 2019年1月14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 26 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 |
|---|---|---|---|---|
| JSMD · Janus Detroit Street Trust | 0.23% | 181228 NS | 2026年4月30日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 128760 SH | 2026年8月8日 | 每日 |
| IWC · iShares Trust | 0.07% | 61015 SH | 2026年8月8日 | 每日 |
| FNDA · SCHWAB STRATEGIC TRUST | 0.05% | 376706 NS | 2026年5月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.05% | 448 NS | 2026年4月30日 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 14495 SH | 2026年8月8日 | 每日 |
| IWN · iShares Trust | 0.02% | 155582 SH | 2026年8月8日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 102966 SH | 2026年8月8日 | 每日 |
| VCR · VANGUARD WORLD FUND | 0.01% | 53983 SH | 2026年8月8日 | 每日 |
| IWM · iShares Trust | 0.01% | 458748 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.01% | 7715 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 828 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.00% | 90546 NS | 2026年5月31日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 4239 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.00% | 647 NS | 2026年5月31日 | N-PORT |
| URTY · ProShares Trust | 0.00% | 658 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.00% | 11576 SH | 2026年8月8日 | 每日 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 694 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.00% | 16 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 26096 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.00% | 5531 SH | 2026年8月8日 | 每日 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 10900 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 220216 SH | 2026年8月8日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 587209 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1497 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1537 SH | 2026年8月8日 | 每日 |