LSTR Landstar System, Inc. - Common Stock
关于 Landstar System, Inc. - Common Stock 公司概况(来自维基百科)
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, and other countries around the world.
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Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, and other countries around the world.
History
Landstar has been in business since 1968 and was incorporated in 1991.
In January 2014, Landstar sold its National Logistics Management (NLM) subsidiary to XPO, Inc. for $87m. Using proprietary web-based software to provide management services for customers and carriers, NLM became the largest web-based expediter in North America.
In January 2017, Landstar opened its Landstar U.S./Mexico Logistics Service Center in Laredo, Texas.
Operations
Landstar System is based in Jacksonville, Florida. The company includes over 8,800 owner-operators in the United States, Canada and Mexico. The business capacity operators (BCOs) are not forced to dispatch like traditional trucking companies. Rather, they can choose their own loads. Landstar has agents in the United States and Canada.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
LSTR 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
LSTR 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19日 | $0.4000 |
| 2026年2月18日 | $0.4000 |
| 2026年1月6日 | $2.0000 |
| 2025年11月18日 | $0.4000 |
| 2025年8月19日 | $0.4000 |
| 2025年6月5日 | $0.4000 |
| 2025年2月18日 | $0.3600 |
| 2025年1月7日 | $2.0000 |
| 2024年11月19日 | $0.3600 |
| 2024年8月20日 | $0.3600 |
| 2024年5月7日 | $0.3300 |
| 2024年2月9日 | $0.3300 |
| 2024年1月2日 | $2.0000 |
| 2023年11月6日 | $0.3300 |
| 2023年8月9日 | $0.3300 |
| 2023年5月3日 | $0.3000 |
| 2023年2月10日 | $0.3000 |
| 2023年1月5日 | $2.0000 |
| 2022年11月7日 | $0.3000 |
| 2022年8月5日 | $0.3000 |
LSTR 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 16.7%
- 买入 4 16.7%
- 持有 14 58.3%
- 卖出 2 8.3%
- 强烈卖出 0 0.0%
12个月价格目标
16 位分析师 · 2026-08-13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 | $1.44 | $1.51 | -0.07% |
| 2026年3月31日 | $1.16 | $1.15 | 0.01% |
| 2025年12月31日 | $0.70 | $1.25 | -0.55% |
| 2025年9月30日 | $1.22 | $1.23 | -0.01% |
| 2025年6月30日 | $1.20 | $1.22 | -0.02% |
| 2025年3月31日 | $0.85 | $1.00 | -0.15% |
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 |
|---|---|---|---|---|---|---|
| LSTR | — | 44.1 | -1.6% | 2.4% | 13.0% | — |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | — |
| UHAL | — | — | 3.6% | 1.4% | 1.1% | — |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | — |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | — |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | — |
| SNDR | — | 45.0 | 7.2% | 1.8% | 3.4% | — |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | — |
| ARCB | — | 28.3 | -4.0% | 1.5% | 4.6% | — |
| WERN | $1.80B | -125.0 | -1.8% | -0.48% | -1.0% | — |
| MRTN | $928M | 54.2 | -8.3% | 2.0% | 2.3% | — |
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 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B | $4.13B | $4.08B | $4.62B | $3.65B | $3.17B | $3.32B | $3.18B | |
| SG&A Expense | $231M | $218M | $212M | $221M | $221M | $168M | $159M | $188M | $171M | $143M | $150M | $150M | |
| Operating Expenses | $4.61B | $4.59B | $4.97B | $6.87B | $6.03B | $3.88B | $3.79B | $4.29B | $3.40B | $2.95B | $3.08B | $2.96B | |
| Operating Income | $152M | $249M | $344M | $571M | $506M | $253M | $299M | $332M | $244M | $223M | $242M | $224M | |
| Interest Expense | $6M | $4M | $4M | $5M | · | · | · | · | · | · | · | · | |
| Interest Income | $14M | $15M | $10M | $3M | $3M | $3M | $5M | $4M | $2M | $2M | $1M | $1M | |
| Pretax Income | $151M | $254M | $348M | $567M | $502M | $249M | $296M | $328M | $241M | $219M | $239M | $221M | |
| Income Tax | $36M | $58M | $84M | $137M | $120M | $57M | $68M | $73M | $64M | $82M | $91M | $82M | |
| Net Income | $115M | $196M | $264M | $431M | $382M | $192M | $228M | $255M | $177M | $137M | $148M | $139M | |
| EPS (Basic) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 | $4.98 | $5.72 | $6.19 | $4.22 | $3.26 | $3.38 | $3.09 | |
| EPS (Diluted) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 | $4.98 | $5.72 | $6.18 | $4.21 | $3.25 | $3.37 | $3.07 | |
| Shares (Basic) | 34,717,000 | 35,538,000 | 35,920,000 | 36,633,000 | 38,235,000 | 38,602,000 | 39,786,000 | 41,273,000 | 41,938,000 | 42,112,000 | 43,664,000 | 44,956,000 | |
| Shares (Diluted) | 34,717,000 | 35,538,000 | 35,920,000 | 36,633,000 | 38,235,000 | 38,602,000 | 39,786,000 | 41,310,000 | 42,024,000 | 42,236,000 | 43,813,000 | 45,169,000 | |
| EBITDA | $152M | $249M | $344M | $571M | $506M | $253M | $299M | $332M | $244M | $223M | $242M | $224M |
资产负债表 22
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $397M | $515M | $481M | $340M | $216M | $249M | $320M | $200M | $242M | $179M | $115M | $164M | |
| Short-term Investments | $56M | $52M | $60M | $54M | $36M | $41M | $33M | $40M | $49M | $67M | $49M | $37M | |
| Receivables | $670M | $684M | $744M | $968M | $1.15B | $764M | $589M | $692M | $631M | $463M | $463M | $493M | |
| Other Current Assets | $29M | $22M | $25M | $22M | $16M | $19M | $21M | $16M | $14M | $10M | $12M | $24M | |
| Current Assets | $1.22B | $1.32B | $1.35B | $1.44B | $1.52B | $1.21B | $998M | $971M | $961M | $737M | $656M | $732M | |
| PP&E (Net) | $261M | $311M | $284M | $315M | $317M | $297M | $286M | $284M | $276M | $273M | $226M | $202M | |
| PP&E (Gross) | $735M | $768M | $721M | $708M | $661M | $596M | $567M | $534M | $495M | $463M | $409M | $363M | |
| Accum. Depreciation | $474M | $457M | $437M | $393M | $344M | $299M | $281M | $250M | $219M | $190M | $183M | $161M | |
| Goodwill | $34M | $41M | $42M | $41M | $41M | $41M | $39M | $38M | $39M | $31M | $31M | $31M | |
| Other Non-current Assets | $124M | $141M | $123M | $136M | $164M | $108M | $105M | $87M | $76M | $55M | $78M | $79M | |
| Total Assets | $1.64B | $1.81B | $1.80B | $1.93B | $2.05B | $1.65B | $1.43B | $1.38B | $1.35B | $1.10B | $992M | $1.04B | |
| Accounts Payable | $370M | $384M | $396M | $527M | $604M | $381M | $272M | $314M | $285M | $219M | $224M | $220M | |
| Current Liabilities | $696M | $673M | $675M | $878M | $1.01B | $806M | $553M | $536M | $549M | $380M | $370M | $410M | |
| Capital Leases | $326.0K | $542.0K | $863.0K | $1M | · | · | · | $85M | $83M | $93M | $82M | $76M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | $47M | |
| Long-term Debt | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Common Stock | $686.0K | $686.0K | $685.0K | $684.0K | $682.0K | $682.0K | $681.0K | $679.0K | $677.0K | $676.0K | $674.0K | $673.0K | |
| Retained Earnings | $2.85B | $2.86B | $2.78B | $2.64B | $2.32B | $2.05B | $1.96B | $1.84B | $1.61B | $1.51B | $1.39B | $1.26B | |
| Treasury Stock | $2.31B | $2.13B | $2.05B | $1.99B | $1.71B | $1.58B | $1.47B | $1.38B | $1.17B | $1.17B | $1.12B | $956M | |
| AOCI | $-6M | $-12M | $-7M | $-15M | $-5M | $-2M | $-2M | $-6M | $-3M | $-3M | $-3M | $-1M | |
| Stockholders' Equity | $796M | $972M | $984M | $887M | $862M | $692M | $721M | $687M | $651M | $543M | $466M | $488M | |
| Liabilities + Equity | $1.64B | $1.81B | $1.80B | $1.93B | $2.05B | $1.65B | $1.43B | $1.38B | $1.35B | $1.10B | $992M | $1.04B |
现金流 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $57M | $58M | $57M | $50M | $46M | $44M | $44M | $41M | $36M | $29M | $28M | |
| Stock-based Comp | $6M | $3M | $4M | $12M | $28M | $5M | $4M | $18M | $8M | $3M | $7M | $7M | |
| Deferred Tax | $3M | $-7M | $-8M | $-5M | $-4M | $1M | $5M | $2M | $-17M | $6M | $7M | $5M | |
| Operating Cash Flow | $225M | $287M | $394M | $623M | $277M | $211M | $308M | $298M | $139M | $190M | $216M | $102M | |
| CapEx | $10M | $31M | $26M | $26M | $23M | $31M | $19M | $10M | $16M | $23M | $5M | $11M | |
| Investing Cash Flow | $-2M | $-10M | $-6M | $-25M | $-73M | $-28M | $-19M | $-8M | $-22M | $-14M | · | · | |
| Stock Repurchased | $180M | $81M | $54M | $286M | $123M | $116M | $89M | $208M | $0 | $51M | $161M | $56M | |
| Net Stock Activity | $-180M | $-81M | $-54M | $-286M | $-123M | $-116M | $-89M | $-208M | $0 | $-51M | $-161M | $-56M | |
| Dividends Paid | $125M | $120M | $117M | $116M | $112M | $110M | $28M | $89M | $16M | $14M | $58M | $28M | |
| Financing Cash Flow | $-343M | $-237M | $-248M | $-476M | $-233M | $-252M | $-171M | $-331M | $-54M | $-112M | · | · | |
| Net Change in Cash | $-118M | $34M | $141M | $120M | $-30M | $-70M | $120M | $-43M | $64M | $64M | $-49M | $-16M | |
| Taxes Paid | $51M | $48M | $93M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $215M | $256M | $368M | $597M | $253M | $180M | $288M | $288M | $123M | $168M | $211M | $91M | |
| Levered FCF | $211M | $252M | · | · | · | · | · | · | · | · | · | · |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% | 6.1% | 7.3% | 7.2% | 6.7% | 7.0% | 7.3% | 7.0% | |
| Net Margin | 2.4% | 4.1% | 5.0% | 5.8% | 5.8% | 4.7% | 5.6% | 5.5% | 4.9% | 4.3% | 4.5% | 4.4% | |
| Pretax Margin | 3.2% | 5.3% | 6.6% | 7.6% | 7.7% | 6.0% | 7.2% | 7.1% | 6.6% | 6.9% | 7.2% | 7.0% | |
| EBITDA Margin | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% | 6.1% | 7.3% | 7.2% | 6.7% | 7.0% | 7.3% | 7.0% | |
| ROA | 6.7% | 10.8% | 14.2% | 21.7% | 20.6% | 12.5% | 16.2% | 18.7% | 14.5% | 13.2% | 14.5% | 13.8% | |
| ROE | 13.0% | 20.0% | 28.3% | 49.3% | 49.1% | 28.6% | 32.3% | 38.2% | 29.7% | 27.2% | 30.9% | 29.4% | |
| ROIC | 14.5% | 19.7% | 26.6% | 48.9% | 44.6% | 28.2% | 31.9% | 37.5% | 27.6% | 25.8% | 32.1% | 28.8% |
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 | 1.7 | 2.0 | 2.0 | 1.6 | 1.5 | 1.5 | 1.8 | 1.8 | 1.8 | 1.9 | 1.8 | 1.8 | |
| Quick Ratio | 1.6 | 1.9 | 1.9 | 1.6 | 1.4 | 1.3 | 1.7 | 1.7 | 1.7 | 1.9 | 1.7 | 1.3 | |
| Interest Coverage | 27.1 | 61.1 | · | · | · | · | · | · | · | · | · | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.8 | 2.7 | 2.8 | 3.7 | 3.5 | 2.7 | 2.9 | 3.4 | 3.0 | 3.0 | 3.3 | 3.2 | |
| Receivables Turnover | 7.0 | 6.8 | 6.2 | 7.0 | 6.8 | 6.1 | 6.4 | 6.9 | 6.7 | 6.8 | 7.0 | 7.3 |
增长率 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.6% | -9.1% | -28.7% | 13.8% | 58.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -13.9% | -9.7% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -39.9% | -25.1% | -37.4% | 17.8% | 100.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -34.5% | -18.0% | 13.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -41.3% | -25.9% | -38.6% | 13.0% | 98.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.6% | -19.9% | 11.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 6
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B | $4.13B | $4.08B | $4.62B | $3.65B | $3.17B | $3.32B | $3.18B | |
| Net Income TTM | $115M | $196M | $264M | $431M | $382M | $192M | $228M | $255M | $177M | $137M | $148M | $139M | |
| P/E | 44.1 | 31.6 | 26.3 | 13.9 | 17.3 | 27.2 | 19.8 | 15.4 | 24.7 | 26.2 | 17.2 | 24.2 | |
| Earnings Yield | 2.3% | 3.2% | 3.8% | 7.2% | 5.8% | 3.7% | 5.1% | 6.5% | 4.0% | 3.8% | 5.8% | 4.1% | |
| Payout Ratio | 108.5% | 61.5% | 44.3% | 26.8% | 29.3% | 57.0% | 12.2% | 34.8% | 9.0% | 10.4% | 39.2% | 19.9% | |
| Annual Payout | $125M | $120M | $117M | $116M | $112M | $110M | $28M | $89M | $16M | $14M | $58M | $28M |
损益表 14
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.43B | $1.17B | $1.17B | $1.21B | $1.21B | $1.15B | $1.21B | $1.21B | $1.23B | $1.17B | $1.20B | $1.29B | $1.44B | $1.67B | $1.82B | |
| SG&A Expense | $68M | $61M | $56M | $57M | $56M | $62M | $55M | $51M | $55M | $56M | $53M | $51M | $54M | $56M | $54M | |
| Operating Expenses | $1.37B | $1.12B | $1.15B | $1.18B | $1.16B | $1.12B | $1.16B | $1.15B | $1.16B | $1.11B | $1.13B | $1.21B | $1.34B | $1.55B | $1.68B | |
| Operating Income | $66M | $53M | $30M | $26M | $56M | $39M | $58M | $63M | $68M | $60M | $75M | $80M | $101M | $124M | $133M | |
| Interest Expense | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $870.0K | $889.0K | · | · | · | · | · | |
| Interest Income | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $1M | $1M | $716.0K | |
| Pretax Income | $65M | $53M | $29M | $26M | $56M | $40M | $59M | $64M | $70M | $62M | $76M | $81M | $102M | $124M | $132M | |
| Income Tax | $16M | $13M | $5M | $7M | $14M | $10M | $13M | $14M | $17M | $14M | $18M | $20M | $24M | $31M | $32M | |
| Net Income | $49M | $39M | $24M | $19M | $42M | $30M | $46M | $50M | $53M | $47M | $58M | $62M | $78M | $93M | $100M | |
| EPS (Basic) | $1.44 | $1.16 | $0.70 | $0.56 | $1.20 | $0.85 | $1.30 | $1.41 | $1.48 | $1.32 | $1.62 | $1.71 | $2.17 | $2.61 | $2.76 | |
| EPS (Diluted) | $1.44 | $1.16 | $0.70 | $0.56 | $1.20 | $0.85 | $1.30 | $1.41 | $1.48 | $1.32 | $1.62 | $1.71 | $2.17 | $2.61 | $2.76 | |
| Shares (Basic) | 33,935,000 | 34,022,000 | -69,937,000 | 34,581,000 | 34,870,000 | 35,203,000 | -71,286,000 | 35,420,000 | 35,654,000 | 35,750,000 | -38,000 | 35,951,000 | 35,982,000 | -253,000 | 36,334,000 | |
| Shares (Diluted) | 33,935,000 | 34,022,000 | -69,937,000 | 34,581,000 | 34,870,000 | 35,203,000 | -71,286,000 | 35,420,000 | 35,654,000 | 35,750,000 | -38,000 | 35,951,000 | 35,982,000 | -74,024,000 | 36,334,000 | |
| EBITDA | $66M | $53M | · | $26M | $56M | $39M | · | $63M | $68M | $60M | · | $80M | $101M | · | $133M |
资产负债表 21
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $294M | $353M | $397M | $375M | $359M | $417M | $515M | $469M | $438M | $468M | · | $440M | $341M | · | $178M | |
| Short-term Investments | $53M | $58M | $56M | $59M | $67M | $56M | $52M | $62M | $66M | $63M | · | $57M | $47M | · | $51M | |
| Receivables | $867M | $692M | $670M | $696M | $717M | $703M | $684M | $695M | $724M | $724M | · | $811M | $900M | · | $1.13B | |
| Other Current Assets | $59M | $20M | $29M | $44M | $45M | $17M | $22M | $34M | $45M | $16M | · | $31M | $13M | · | $35M | |
| Current Assets | $1.32B | $1.18B | $1.22B | $1.25B | $1.24B | $1.24B | $1.32B | $1.31B | $1.32B | $1.31B | · | $1.40B | $1.35B | · | $1.48B | |
| PP&E (Net) | $253M | $256M | $261M | $262M | $288M | $298M | $311M | $289M | $286M | $280M | · | $284M | $306M | · | $322M | |
| PP&E (Gross) | · | · | $735M | · | · | · | $768M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $488M | $480M | $474M | $469M | $465M | $456M | $457M | $457M | $449M | $443M | · | $427M | $407M | · | $383M | |
| Goodwill | $34M | $34M | $34M | $34M | $41M | $41M | $41M | $41M | $42M | $42M | $42M | $42M | $42M | $41M | $41M | |
| Other Non-current Assets | $135M | $129M | $124M | $121M | $133M | $136M | $141M | $115M | $112M | $114M | · | $131M | $136M | · | $141M | |
| Total Assets | $1.74B | $1.60B | $1.64B | $1.66B | $1.70B | $1.72B | $1.81B | $1.76B | $1.76B | $1.75B | · | $1.85B | $1.84B | · | $1.99B | |
| Accounts Payable | $469M | $397M | $370M | $403M | $402M | $390M | $384M | $398M | $402M | $384M | · | $465M | $490M | · | $644M | |
| Current Liabilities | $724M | $631M | $696M | $619M | $619M | $612M | $673M | $593M | $606M | $590M | · | $670M | $741M | · | $942M | |
| Capital Leases | $196.0K | $261.0K | $326.0K | $393.0K | $459.0K | $516.0K | · | $456.0K | $533.0K | $693.0K | · | $957.0K | $1M | · | · | |
| Long-term Debt | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | · | · | |
| Common Stock | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $685.0K | · | $685.0K | $685.0K | · | $684.0K | |
| Retained Earnings | $2.91B | $2.88B | $2.85B | $2.91B | $2.91B | $2.88B | $2.86B | $2.90B | $2.86B | $2.82B | · | $2.81B | $2.70B | · | $2.63B | |
| Treasury Stock | $2.34B | $2.34B | $2.31B | $2.28B | $2.24B | $2.19B | $2.13B | $2.13B | $2.11B | $2.05B | · | $2.01B | $2.01B | · | $1.99B | |
| AOCI | $-8M | $-7M | $-6M | $-7M | $-7M | $-11M | $-12M | $-9M | $-9M | $-7M | · | $-12M | $-12M | · | $-15M | |
| Stockholders' Equity | $837M | $799M | $796M | $889M | $922M | $931M | $972M | $1.02B | $1.00B | $1.02B | · | $1.04B | $936M | · | $873M | |
| Liabilities + Equity | $1.74B | $1.60B | $1.64B | $1.66B | $1.70B | $1.72B | $1.81B | $1.76B | $1.76B | $1.75B | · | $1.85B | $1.84B | · | $1.99B |
现金流 12
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $11M | $12M | $12M | $12M | $13M | $15M | $14M | $14M | $14M | $14M | $15M | $15M | $15M | |
| Stock-based Comp | $3M | $2M | $755.0K | $2M | $2M | $2M | $-138.0K | $-43.0K | $2M | $2M | $12.0K | $1M | $2M | $3M | $4M | |
| Operating Cash Flow | $-50M | $78M | $73M | $89M | $7M | $56M | $61M | $83M | $48M | $94M | $90M | $112M | $139M | $186M | $227M | |
| CapEx | $3M | $6M | $2M | $3M | $2M | $2M | $7M | $7M | $7M | $9M | $10M | $3M | $6M | $5M | $14M | |
| Investing Cash Flow | $-2M | $-6M | $-3M | $1M | $-2M | $1M | $717.0K | $-739.0K | $-7M | $-4M | $-5M | $-2M | $4M | $2M | $-14M | |
| Stock Repurchased | $2M | $22M | $37M | $41M | $42M | $60M | $3M | $22M | $57M | $0 | $38M | $0 | $15M | $0 | $73M | |
| Net Stock Activity | · | $-22M | · | · | · | $-60M | · | · | · | $0 | · | · | $-15M | · | · | |
| Dividends Paid | $14M | $82M | $14M | $14M | $14M | $83M | $13M | $13M | $12M | $83M | $12M | $12M | $83M | $11M | $11M | |
| Financing Cash Flow | $-6M | $-115M | $-50M | $-73M | $-66M | $-155M | $-13M | $-51M | $-69M | $-103M | $-45M | $-30M | $-142M | $-25M | $-111M | |
| Net Change in Cash | $-59M | $-43M | $22M | $16M | $-58M | $-98M | $46M | $31M | $-30M | $-13M | $41M | $79M | $1M | $162M | $100M | |
| Free Cash Flow | · | $72M | · | · | · | $54M | · | · | · | $85M | · | · | $133M | · | · | |
| Levered FCF | · | $71M | · | · | · | $53M | · | · | · | · | · | · | · | · | · |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.6% | 4.5% | · | 2.2% | 4.7% | 3.4% | · | 5.2% | 5.6% | 5.1% | · | 6.2% | 7.0% | · | 7.3% | |
| Net Margin | 3.4% | 3.4% | · | 1.6% | 3.5% | 2.6% | · | 4.1% | 4.3% | 4.0% | · | 4.8% | 5.5% | · | 5.5% | |
| Pretax Margin | 4.6% | 4.5% | · | 2.2% | 4.6% | 3.4% | · | 5.3% | 5.7% | 5.3% | · | 6.3% | 7.1% | · | 7.3% | |
| EBITDA Margin | 4.6% | 4.5% | · | 2.2% | 4.7% | 3.4% | · | 5.2% | 5.6% | 5.1% | · | 6.2% | 7.0% | · | 7.3% | |
| ROA | 2.8% | 2.4% | · | 1.1% | 2.4% | 1.7% | · | 2.8% | 2.9% | 2.6% | · | 3.2% | · | · | 5.1% | |
| ROE | 5.6% | 4.6% | · | 2.0% | 4.4% | 3.1% | · | 4.9% | 5.3% | 4.8% | · | 6.4% | · | · | 11.3% | |
| ROIC | 5.9% | 5.0% | · | 2.2% | 4.6% | 3.2% | · | 4.8% | 5.1% | 4.5% | · | 5.8% | · | · | 11.6% |
流动性与偿付能力 3
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | · | 2.0 | 2.0 | 2.0 | · | 2.2 | 2.2 | 2.2 | · | 2.1 | · | · | 1.6 | |
| Quick Ratio | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.9 | · | 2.1 | 2.0 | 2.1 | · | 2.0 | · | · | 1.4 | |
| Interest Coverage | 51.5 | 41.1 | · | 19.4 | 39.1 | 26.1 | · | · | · | · | · | · | · | · | · |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | · | · | 0.9 | |
| Receivables Turnover | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.6 | · | 1.6 | 1.6 | 1.4 | · | 1.3 | · | · | 1.7 |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.02B | $4.74B | · | $4.78B | $4.80B | $4.76B | · | $4.90B | $5.06B | $5.27B | · | $5.92B | $7.20B | · | $7.50B | |
| Net Income TTM | $150M | $131M | · | $141M | $174M | $180M | · | $211M | $228M | $254M | · | $307M | $416M | · | $436M | |
| P/E | 48.0 | 41.5 | · | 30.4 | 28.2 | 29.1 | · | 31.6 | 29.0 | 27.3 | · | 20.8 | 15.8 | · | 12.2 | |
| Earnings Yield | 2.1% | 2.4% | · | 3.3% | 3.5% | 3.4% | · | 3.2% | 3.5% | 3.7% | · | 4.8% | 6.3% | · | 8.2% | |
| Payout Ratio | · | 207.2% | · | · | · | 279.5% | · | · | · | 176.7% | · | · | 105.7% | · | · |
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
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| 收入 | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B |
| 营业利润率 % | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% |
| 净收入 | $115M | $196M | $264M | $431M | $382M |
| 稀释后每股收益 (EPS) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 |
资产负债表
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| 流动比率 | 1.7 | 2.0 | 2.0 | 1.6 | 1.5 |
| 速动比率 | 1.6 | 1.9 | 1.9 | 1.6 | 1.4 |
现金流
| 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 | |
|---|---|---|---|---|---|
| 自由现金流 | $215M | $256M | $368M | $597M | $253M |
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机构持有人 (13F) 584 家申报者 · $4.4B 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 |
|---|---|---|---|---|
| 113 (+6 与上一季度对比) | 37 (-8 与上一季度对比) | 173 (-12 与上一季度对比) | 148 (+35 与上一季度对比) | +3.6M |
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。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $371439032 | 1796040 | 8.51% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $317796655 | 1536660 | 7.28% | 股份 |
| Boston Partners | $239054923 | 1155334 | 5.48% | 股份 |
| STATE STREET CORP | $236249610 | 1142351 | 5.42% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $177088862 | 856128 | 4.06% | 股份 |
| FIRST TRUST ADVISORS LP | $173083036 | 836918 | 3.97% | 股份 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $153554357 | 742490 | 3.52% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $126076637 | 609625 | 2.89% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $125619496 | 607415 | 2.88% | 股份 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $122443722 | 592059 | 2.81% | 股份 |
| REINHART PARTNERS, LLC. | $117697188 | 569090 | 2.70% | 股份 |
| Fenimore Asset Management Inc | $104766755 | 506585 | 2.40% | 股份 |
| GOLDMAN SACHS GROUP INC | $94861265 | 458688 | 2.17% | 股份 |
| NORGES BANK | $80926201 | 391307 | 1.86% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78838040 | 381210 | 1.81% | 股份 |
| Quantinno Capital Management LP | $63415602 | 306637 | 1.45% | 股份 |
| Gotham Asset Management, LLC | $58237076 | 281597 | 1.33% | 股份 |
| Copeland Capital Management, LLC | $52398203 | 253363 | 1.20% | 股份 |
| Balyasny Asset Management L.P. | $52194708 | 252380 | 1.20% | 股份 |
| ROYCE & ASSOCIATES LP | $47766492 | 230968 | 1.09% | 股份 |
| Corient Private Wealth LP | $44949069 | 217345 | 1.03% | 股份 |
| FMR LLC | $44911112 | 217161 | 1.03% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $44687091 | 216078 | 1.02% | 股份 |
| LONDON CO OF VIRGINIA | $44088197 | 213179 | 1.01% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $42647325 | 206215 | 0.98% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $36465677 | 176325 | 0.84% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $34485086 | 215115 | 0.79% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $33786421 | 163369 | 0.77% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32276423 | 156068 | 0.74% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $31542479 | 152519 | 0.72% | 股份 |
| Boston Trust Walden Corp | $29622224 | 143234 | 0.68% | 股份 |
| MORGAN STANLEY | $29565487 | 142959 | 0.68% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $28482494 | 137723 | 0.65% | 股份 |
| PRUDENTIAL FINANCIAL INC | $28167108 | 136198 | 0.65% | 股份 |
| Qube Research & Technologies Ltd | $26351110 | 127417 | 0.60% | 股份 |
| BANK OF AMERICA CORP /DE/ | $25118109 | 121455 | 0.58% | 股份 |
| JANUS HENDERSON GROUP PLC | $23477400 | 146450 | 0.54% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $22797907 | 110236 | 0.52% | 股份 |
| RHUMBLINE ADVISERS | $21164660 | 102339 | 0.49% | 股份 |
| Walleye Capital LLC | $21042918 | 101750 | 0.48% | 股份 |
| Encompass Capital Advisors LLC | $20681000 | 100000 | 0.47% | 股份 |
| FWL INVESTMENT MANAGEMENT, LLC | $17696107 | 85567 | 0.41% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $17388507 | 83115 | 0.40% | 股份 |
| Clarkston Capital Partners, LLC | $17063893 | 82510 | 0.39% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $15858604 | 76682 | 0.36% | 股份 |
| ALPS ADVISORS INC | $15763679 | 76223 | 0.36% | 股份 |
| California Public Employees Retirement System | $15491723 | 74908 | 0.36% | 股份 |
| D. E. Shaw & Co., Inc. | $15082653 | 72930 | 0.35% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14781745 | 71475 | 0.34% | 股份 |
| Swiss National Bank | $14104442 | 68200 | 0.32% | 股份 |
| PARTHENON LLC | $13883983 | 67134 | 0.32% | 股份 |
| AMERIPRISE FINANCIAL INC | $13475120 | 65157 | 0.31% | 股份 |
| BlackRock, Inc. | $11940175 | 57735 | 0.27% | 股份 |
| Retirement Systems of Alabama | $11683111 | 56492 | 0.27% | 股份 |
| Mariner, LLC | $11524565 | 55722 | 0.26% | 股份 |
| Burgundy Asset Management Ltd. | $11298335 | 85380 | 0.26% | 股份 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $11054408 | 53452 | 0.25% | 股份 |
| ArrowMark Colorado Holdings LLC | $10972718 | 53057 | 0.25% | 股份 |
| STIFEL FINANCIAL CORP | $10303422 | 49821 | 0.24% | 股份 |
| Clearbridge Investments, LLC | $10227201 | 49452 | 0.23% | 股份 |
| Trivium Point Advisory, LLC | $10218546 | 49410 | 0.23% | 股份 |
| Squarepoint Ops LLC | $9919642 | 47965 | 0.23% | 股份 |
| MUFG Securities EMEA plc | $9720070 | 47000 | 0.22% | 股份 |
| BARCLAYS PLC | $9331474 | 45121 | 0.21% | 股份 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $9310586 | 45020 | 0.21% | 股份 |
| Focus Partners Wealth | $9041163 | 43714 | 0.21% | 股份 |
| Point72 Asset Management, L.P. | $8620461 | 41683 | 0.20% | 股份 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $8203945 | 39669 | 0.19% | 股份 |
| NATIXIS | $7890008 | 38151 | 0.18% | 股份 |
| River Road Asset Management, LLC | $7565317 | 36581 | 0.17% | 股份 |
| REGIONS FINANCIAL CORP | $7498723 | 36259 | 0.17% | 股份 |
| Bridge City Capital, LLC | $7417654 | 35867 | 0.17% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $7388287 | 35725 | 0.17% | 股份 |
| Callan Family Office, LLC | $7370085 | 35637 | 0.17% | 股份 |
| IEQ CAPITAL, LLC | $7350299 | 35541 | 0.17% | 股份 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $7243520 | 35025 | 0.17% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $7214153 | 34883 | 0.17% | 股份 |
| Man Group plc | $7187475 | 34754 | 0.16% | 股份 |
| Ballast Asset Management, LP | $7014788 | 33919 | 0.16% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $6954400 | 33627 | 0.16% | 股份 |
| CITADEL ADVISORS LLC | $6925860 | 33489 | 0.16% | 股份 |
| Schonfeld Strategic Advisors LLC | $6880774 | 33271 | 0.16% | 股份 |
| CRAWFORD INVESTMENT COUNSEL INC | $6737870 | 32580 | 0.15% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6563733 | 40944 | 0.15% | 股份 |
| Trexquant Investment LP | $6518444 | 31519 | 0.15% | 股份 |
| VAN ECK ASSOCIATES CORP | $6212986 | 30042 | 0.14% | 股份 |
| ING GROEP NV | $6204300 | 30000 | 0.14% | 股份 |
| LAZARD ASSET MANAGEMENT LLC | $6065530 | 29329 | 0.14% | 股份 |
| Assenagon Asset Management S.A. | $6064496 | 29324 | 0.14% | 股份 |
| UBS Group AG | $6018378 | 29101 | 0.14% | 股份 |
| HSBC HOLDINGS PLC | $5977333 | 28837 | 0.14% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5958610 | 28812 | 0.14% | 股份 |
| Holocene Advisors, LP | $5934620 | 28696 | 0.14% | 股份 |
| GHP Investment Advisors, Inc. | $5635855 | 35156 | 0.13% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $5442742 | 26318 | 0.12% | 股份 |
| Caisse de depot et placement du Quebec | $5260626 | 25437 | 0.12% | 股份 |
| Cardinal Capital Management | $5219885 | 25240 | 0.12% | 股份 |
| FIFTH THIRD BANCORP | $5175426 | 25025 | 0.12% | 股份 |
| 4D Advisors, LLC | $5170250 | 25000 | 0.12% | 股份 |
| Quadrature Capital Ltd | $5140056 | 24854 | 0.12% | 股份 |
公司内部人士 37 位内幕人士 · 20 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 |
|---|---|---|---|---|---|---|
| Frank A Lonegro | President & CEO | 2026年2月2日 F | 23110 | 0 | 0 | $0 |
| James B Gattoni | President & CEO | 2024年1月31日 F | 78025 | 0 | 0 | $0 |
| James P Todd | VP and CFO | 2026年6月15日 S | 15122 | 0 | 1 | $-261804 |
| Federico L Pensotti | VP and CFO | 2022年7月1日 D | 3560 | 0 | 0 | $0 |
| Kevin L Stout | VP, CFO and Asst Secretary | 2020年10月27日 S | 28861 | 0 | 0 | $0 |
| Joseph J Beacom | President of LSHI | 2025年1月31日 F | 20442 | 0 | 0 | $0 |
| PUNDT JEFFREY L | President - Landstar Carrier | 2007年2月13日 M | 22580 | 0 | 0 | $0 |
| Jim M Handoush | Co-Chief Operating Officer | 2011年1月4日 D | 29937 | 0 | 0 | $0 |
| Matthew Miller | Chief Safety & Operations | 2026年3月15日 F | 4841 | 0 | 0 | $0 |
| Terri M Lewis | Chief Human Resources Officer | 2026年2月23日 A | 4511 | 0 | 0 | $0 |
| Matthew M Dannegger | Chief Field Sales Officer | 2026年1月31日 F | 5556 | 0 | 0 | $0 |
| James M Applegate | Chief Corp Sales, Strat, S Frt | 2026年1月31日 F | 8102 | 0 | 0 | $0 |
| Ricardo S Coro | Vice President - CIO | 2026年1月31日 F | 22855 | 0 | 0 | $0 |
| Michael K Kneller | VP General Counsel & Secy | 2026年1月31日 F | 63560 | 0 | 0 | $0 |
| Aimee M Cooper | VP & CAO | 2025年1月31日 F | 16346 | 0 | 0 | $0 |
| Robert S Brasher | VP & Chief Commercial Officer | 2023年2月3日 A | 22005 | 0 | 0 | $0 |
| Patrick J O'Malley | VP, CCO, CMO | 2019年5月6日 S | 20929 | 0 | 0 | $0 |
| Larry S Thomas | Vice President - CIO | 2017年2月2日 A | 24152 | 0 | 0 | $0 |
| STANLEY RONALD G | VP - Corp Bus Dev | 2007年5月3日 M | 54355 | 0 | 0 | $0 |
| LAROSE ROBERT C | Special Advisor | 2007年4月25日 S | 20000 | 0 | 0 | $0 |
| Diana M Murphy | 董事 | 2026年6月5日 S | 18853 | 0 | 1 | $-2488515 |
| Jonathan Barr Blanton | 董事 | 2026年5月6日 A | 1470 | 0 | 0 | $0 |
| Dr. Homaira Akbari | 董事 | 2026年5月6日 A | 13974 | 0 | 0 | $0 |
| James L Liang | 董事 | 2026年5月6日 A | 4658 | 0 | 0 | $0 |
| Melanie M Hart | 董事 | 2026年5月6日 A | 1470 | 0 | 0 | $0 |
| Teresa L White | 董事 | 2026年5月6日 A | 4658 | 0 | 0 | $0 |
| George P Scanlon | 董事 | 2026年5月6日 A | 9483 | 0 | 0 | $0 |
| David G/ Bannister | 董事 | 2026年5月6日 A | 26513 | 0 | 0 | $0 |
| Anthony J Orlando | 董事 | 2025年5月19日 A | 14029 | 0 | 0 | $0 |
| Michael A Henning | 董事 | 2016年5月18日 A | 19427 | 0 | 0 | $0 |
| GERKENS HENRY H | 董事 | 2015年1月27日 F | 39573 | 0 | 0 | $0 |
| CROWE JEFFREY C | 董事 | 2014年2月4日 D | 34855 | 0 | 0 | $0 |
| William S Elston | 董事 | 2012年6月30日 D | 9284 | 0 | 0 | $0 |
| DRUCKER RONALD W | 董事 | 2009年3月12日 S | 50000 | 0 | 0 | $0 |
| MOTT MERRITT J | 董事 | 2006年3月16日 M | 41400 | 0 | 0 | $0 |
| William C Clement | — | 2026年8月1日 A | 4924 | 0 | 0 | $0 |
| Larry J Thoele | — | 2021年5月13日 A | 12306 | 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 99 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 |
|---|---|---|---|---|
| OUSM · ALPS ETF Trust | 1.94% | 82356 NS | 2026年5月31日 | N-PORT |
| SUPL · ProShares Trust | 1.30% | 145 NS | 2026年5月31日 | N-PORT |
| SMCO · Tidal Trust II | 1.29% | 9063 NS | 2026年4月30日 | N-PORT |
| MCOW · Pacer Funds Trust | 0.97% | 52 NS | 2026年4月30日 | N-PORT |
| QLV · FlexShares Trust | 0.96% | 8827 NS | 2026年4月30日 | N-PORT |
| SMMV · iShares Trust | 0.78% | 12762 SH | 2026年8月8日 | 每日 |
| IYT · iShares Trust | 0.76% | 95504 SH | 2026年8月8日 | 每日 |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.73% | 225160 SH | 2026年8月8日 | 每日 |
| TPOR · Direxion Shares ETF Trust | 0.64% | 625 NS | 2026年4月30日 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.60% | 13692 SH | 2026年8月8日 | 每日 |
| CLSE · Trust for Professional Managers | 0.47% | 14089 NS | 2026年5月31日 | N-PORT |
| QDEF · FlexShares Trust | 0.42% | 12201 NS | 2026年4月30日 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.40% | 29134 SH | 2026年8月8日 | 每日 |
| IJJ · iShares Trust | 0.34% | 172580 SH | 2026年8月8日 | 每日 |
| SHPP · Pacer Funds Trust | 0.30% | 33 NS | 2026年4月30日 | N-PORT |
| MIDE · DBX ETF Trust | 0.28% | 46 NS | 2026年5月29日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.28% | 1232 NS | 2026年4月30日 | N-PORT |
| HQGO · Lattice Strategies Trust | 0.27% | 698 NS | 2026年4月30日 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund ... | 0.21% | 1620 NS | 2026年5月31日 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.19% | 6166 NS | 2026年4月30日 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.19% | 54740 SH | 2026年8月8日 | 每日 |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.19% | 76732 NS | 2026年4月30日 | N-PORT |
| XJH · iShares Trust | 0.19% | 4583 SH | 2026年8月8日 | 每日 |
| PTMC · Pacer Funds Trust | 0.18% | 3912 NS | 2026年4月30日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trus... | 0.18% | 4280 SH | 2026年8月8日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | 0.17% | 5628 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.17% | 27341 SH | 2026年8月8日 | 每日 |
| IJH · iShares Trust | 0.17% | 1170690 SH | 2026年8月8日 | 每日 |
| JPME · J.P. Morgan Exchange-Traded Fund ... | 0.17% | 3922 NS | 2026年4月30日 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trus... | 0.16% | 11580 SH | 2026年8月8日 | 每日 |
| MVV · ProShares Trust | 0.15% | 1177 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.15% | 163623 NS | 2026年5月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 18469 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.13% | 92088 NS | 2026年5月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.13% | 14146 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.12% | 95017 NS | 2026年4月30日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.12% | 564 NS | 2026年4月30日 | N-PORT |
| UMDD · ProShares Trust | 0.11% | 164 NS | 2026年5月31日 | N-PORT |
| ISCV · iShares Trust | 0.11% | 4157 SH | 2026年8月8日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.10% | 224253 SH | 2026年8月8日 | 每日 |
| ISCB · iShares Trust | 0.09% | 1516 SH | 2026年8月8日 | 每日 |
| FIDU · FIDELITY COVINGTON TRUST | 0.09% | 10247 NS | 2026年4月30日 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.09% | 41212 SH | 2026年8月8日 | 每日 |
| ISCG · iShares Trust | 0.08% | 4710 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 389543 SH | 2026年8月8日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.08% | 778265 SH | 2026年8月8日 | 每日 |
| SMMD · iShares Trust | 0.08% | 16901 SH | 2026年8月8日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 246988 SH | 2026年8月8日 | 每日 |
| IYJ · iShares Trust | 0.07% | 7634 SH | 2026年8月8日 | 每日 |
| DEUS · DBX ETF Trust | 0.06% | 841 NS | 2026年5月29日 | N-PORT |