LZB La-Z-Boy Incorporated Common Stock
关于 La-Z-Boy Incorporated Common Stock 公司概况(来自维基百科)
La-Z-Boy Inc. is an American furniture manufacturer based in Monroe, Michigan, United States, that makes home furniture, including upholstered recliners, sofas, stationary chairs, lift chairs and sleeper sofas. The company employs more than 11,000 people.
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La-Z-Boy Inc. (pronounced "lazy boy") is an American furniture manufacturer based in Monroe, Michigan, United States, that makes home furniture, including upholstered recliners, sofas, stationary chairs, lift chairs and sleeper sofas. The company employs more than 11,000 people.
La-Z-Boy furniture is sold in retail residential outlets in the United States and Canada and is manufactured and distributed under license in other countries including the United Kingdom, Australia, Germany, Indonesia, Italy, Japan, Mexico, New Zealand, Turkey, South Africa, Kuwait and Qatar. La-Z-Boy holds US and international patents on more than 200 different styles and mechanisms.
The wholesale segment includes England, La-Z-Boy, American Drew, Hammary, Kincaid and the company's international wholesale and manufacturing businesses. The company-owned retail segment includes approximately 165 La-Z-Boy Furniture Galleries stores out of about 350. Joybird is an e-commerce retailer and manufacturer of upholstered furniture.
History
Early history
In 1927, cousins Edward M. Knabusch and Edwin J. Shoemaker partnered and invested in the furniture business in the town of Monroe, Michigan. They set out to design a chair for what they called "nature's way of relaxing." Using orange crates to mock-up and refine their idea, they invented a wood-slat porch chair with a reclining mechanism. Knabusch and Shoemaker then upholstered their innovation and marketed it as a year-round chair. The chair was a success; they held a contest to name it—La-Z-Boy was the winner.
In 1969, after years primarily as a manufacturer of recliners, La-Z-Boy started designing other products including reclining sofas, sleep sofas and modular groups. 1981 sales were $150 million. In 1983, La-Z-Boy introduced its first line of stationary sofas and occasional chairs, later offering a full line of home furnishings. In 1985, Charles Knabusch, son of Edward Knasbuch, became the Chairman and CEO of the company.
The LADD Furniture deal, decline, and recovery
Richard R. Allen, Don A. Hunziker and William O. Fenn borrowed $70 million to buy Lea, American Drew and Daystrom from Sperry & Hutchinson in 1981. LADD, whose name came from the three companies, began trading publicly in 1982. LADD was the third-largest American maker of furniture for homes, with over $600 million in sales, when it bought six Maytag businesses in 1990. LADD Industries moved from High Point, North Carolina, to Grandover in Greensboro, North Carolina, in November 1997, becoming the first company to locate its headquarters there. At the time it was the fifth-largest American furniture maker, with $500 million in sales, and the brands American Drew, American of Martinsville, Barclay, Clayton Marcus, Lea, Pennsylvania House, and Pilliod. In September 1999, La-Z-Boy, at the time the largest American upholstered furniture manufacturer, bought LADD, the seventh-largest American furniture maker, for $197.8 million in stock and $101.5 million in assumed debt. Saul Cutler of BDO Seidman said the deal "sets up La-Z-Boy as an industry behemoth." The deal, approved in January 2000, gave La-Z-Boy $2 billion in sales and made it one of the country's two largest furniture makers, Furniture Brands International being the other.
On July 23, 2001, La-Z-Boy announced the LADD name would cease to exist. John J. Case, president of La-Z-Boy Residential, moved to head the new La-Z-Boy upholstery group, which included Bauhaus, Centurion, Clayton Marcus, England, HickoryMark, La-Z-Boy, Sam Moore and La-Z-Boy Contract Furniture. Don L. Mitchell, who headed the LADD casegoods group, would take the same job at the La-Z-Boy casegoods group, including Alexvale, American Drew, Hammary, Kincaid, Lea, Pennsylvania House, Pilliod, and American of Martinsville.
Competition from China hurt many American furniture makers, and particularly La-Z-Boy's strategy of buying LADD to improve its casegoods position. In 2005, La-Z-Boy chairman Pat Norton called the LADD deal "the biggest mistake that I have ever made in the furniture industry." Pilliod was the first LADD division sold, to Michels & Co. in December 2001. Barclay was closed. American of Martinsville was sold to Hancock Park Associates in November 2006. Sixteen of the former LADD plants had been sold or closed. On September 6, 2007, La-Z-Boy announced the sale of Pennsylvania House to Universal Furniture. Later that month came the sale of Clayton Marcus to Sun Capital affiliate Lexington-Rowe, leaving only American Drew and Lea among the LADD divisions. Also sold was the Sam Moore division, in February 2007 to Hooker Furniture. La-Z-Boy was still number three, with $1.5 billion in shipments.
In November 2006, High Point offered $600,000 to the La-Z-Boy division that was formerly LADD to move its headquarters back.
Late in 2006, La-Z-Boy had 7,000 employees, down from 13,000 six years earlier. The company began working on its image, telling consumers the company offered more than recliners. The company reduced its warehouses from twelve to five and announced plans to add 50 New Generation stores to the 334 the company already had; half of those used the new format already.
Late in 2014, La-Z-Boy announced the closing of Lea after an unsuccessful attempt to find someone to buy the company. The High Point office would continue operations for American Drew, Hammary, and Kincaid.
Licensed manufacturers
In 1970, Morgan Furniture of Takapuna, New Zealand, founded by Jack Morgan, commenced manufacture of the La-Z-Boy recliner for Australia and New Zealand. In September 2007 his son Graham Morgan announced that the company was to import the furniture from China and Thailand with the loss of around 200 Auckland manufacturing jobs.
In media
The 2024 film Here includes a storyline involving a fictionalized depiction of the La-Z-Boy's invention.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
LZB 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
LZB 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6月2日 | $0.2420 |
| 2026年3月3日 | $0.2420 |
| 2025年12月4日 | $0.2420 |
| 2025年9月4日 | $0.2200 |
| 2025年6月3日 | $0.2200 |
| 2025年3月4日 | $0.2200 |
| 2024年12月5日 | $0.2200 |
| 2024年9月5日 | $0.2000 |
| 2024年6月4日 | $0.2000 |
| 2024年3月4日 | $0.2000 |
| 2023年12月8日 | $0.2000 |
| 2023年9月5日 | $0.1820 |
| 2023年6月1日 | $0.1820 |
| 2023年3月6日 | $0.1820 |
| 2022年12月9日 | $0.1820 |
| 2022年9月6日 | $0.1650 |
| 2022年6月1日 | $0.1650 |
| 2022年3月2日 | $0.1650 |
| 2021年12月1日 | $0.1650 |
| 2021年9月1日 | $0.1500 |
LZB 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 2 28.6%
- 买入 3 42.9%
- 持有 2 28.6%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
2 位分析师 · 2026-08-19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 |
|---|---|---|---|
| 2027年3月31日 | $0.43 | $0.50 | — |
| 2026年9月30日 | $0.43 | $0.50 | -0.07% |
| 2026年6月30日 | $1.26 | $0.82 | 0.44% |
| 2026年3月31日 | $0.61 | $0.65 | -0.04% |
| 2025年12月31日 | $0.71 | $0.61 | 0.10% |
| 2025年9月30日 | $0.47 | $0.56 | -0.09% |
| 2025年6月30日 | $0.92 | $0.94 | -0.02% |
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 |
|---|---|---|---|---|---|---|
| LZB | $1.43B | 14.3 | 0.83% | 4.8% | 9.8% | 44.0% |
| SGI | — | 48.5 | 51.6% | 5.1% | 12.9% | 42.6% |
| MHK | $7.52B | 18.4 | -0.48% | 3.4% | 4.7% | 23.9% |
| LEG | $2.19B | 6.5 | -7.5% | 5.8% | 27.5% | 18.4% |
| ETD | $708M | 13.9 | -4.9% | 8.4% | 10.7% | 60.5% |
| XMAX | — | — | — | — | — | — |
| FLXS | $191M | 10.1 | 6.9% | 4.6% | 12.2% | 22.2% |
| LOVE | $195M | 47.6 | 2.4% | 0.58% | 1.9% | 56.4% |
| BSET | $134M | 22.2 | 1.6% | 1.8% | 3.7% | 56.3% |
| HOFT | $143M | -5.2 | -12.4% | -9.7% | -14.9% | 26.4% |
| LIVE | $56M | 3.7 | -5.9% | 5.1% | 27.0% | 32.7% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 17
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B | $1.73B | $1.70B | $1.75B | $1.58B | $1.52B | $1.53B | $1.43B | |
| Cost of Revenue | $1.19B | $1.18B | $1.17B | $1.38B | $1.48B | $994M | $983M | $1.04B | $961M | $911M | $940M | $921M | |
| Gross Profit | $937M | $926M | $882M | $965M | $880M | $740M | $721M | $703M | $623M | $609M | $585M | $504M | |
| R&D Expense | $11M | $10M | $10M | $9M | $9M | $8M | $11M | $9M | $8M | $8M | $6M | $6M | |
| SG&A Expense | $787M | $770M | $731M | $753M | $673M | $604M | $576M | $573M | $493M | $476M | $460M | $401M | |
| Operating Income | $129M | $136M | $151M | $211M | $207M | $137M | $119M | $130M | $129M | $133M | $125M | $103M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $486.0K | $523.0K | |
| Interest Income | $12M | $15M | $15M | $7M | $1M | $1M | $3M | $2M | $2M | $981.0K | $827.0K | $1M | |
| Other Non-op | $-2M | $-3M | $-71.0K | $-12M | $-2M | $9M | $-5M | $-2M | $-2M | $-3M | $-629.0K | $744.0K | |
| Pretax Income | $139M | $147M | $166M | $206M | $205M | $146M | $115M | $95M | $129M | $131M | $125M | $106M | |
| Income Tax | $36M | $46M | $41M | $54M | $53M | $38M | $36M | $25M | $47M | $44M | $44M | $37M | |
| Net Income | $102M | $100M | $123M | $151M | $150M | $106M | $77M | $69M | $81M | $86M | $79M | $71M | |
| EPS (Basic) | $2.49 | $2.39 | $2.86 | $3.49 | $3.41 | $2.31 | $1.67 | $1.46 | $1.69 | $1.75 | $1.57 | $1.36 | |
| EPS (Diluted) | $2.47 | $2.35 | $2.83 | $3.48 | $3.39 | $2.30 | $1.66 | $1.44 | $1.67 | $1.73 | $1.55 | $1.34 | |
| Shares (Basic) | 40,982,000 | 41,601,000 | 42,878,000 | 43,148,000 | 44,023,000 | 45,983,000 | 46,399,000 | 46,828,000 | 47,621,000 | 48,963,000 | 50,194,000 | 51,767,000 | |
| Shares (Diluted) | 41,341,000 | 42,345,000 | 43,280,000 | 43,240,000 | 44,294,000 | 46,367,000 | 46,736,000 | 47,333,000 | 48,135,000 | 49,470,000 | 50,765,000 | 52,346,000 | |
| EBITDA | $177M | $183M | $199M | $252M | $247M | $170M | $150M | $161M | $161M | $160M | $149M | $125M |
资产负债表 24
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $303M | $328M | $341M | $343M | $246M | $391M | $262M | $130M | $135M | $142M | $112M | $98M | |
| Receivables | $131M | $140M | $139M | $126M | $184M | $139M | $99M | $143M | $154M | $151M | $147M | $159M | |
| Inventory | $218M | $255M | $263M | $276M | $303M | $226M | $182M | $197M | $185M | $175M | $176M | $157M | |
| Other Current Assets | $101M | $82M | $93M | $106M | $216M | $166M | $82M | $69M | $42M | $41M | $39M | $42M | |
| Current Assets | $774M | $806M | $837M | $855M | $952M | $926M | $626M | $541M | $518M | $517M | $482M | $476M | |
| PP&E (Net) | $357M | $339M | $298M | $279M | $253M | $219M | $215M | $201M | $181M | $169M | $172M | $174M | |
| PP&E (Gross) | $855M | $814M | $744M | $705M | $649M | $595M | $578M | $548M | $521M | $491M | $483M | $500M | |
| Accum. Depreciation | $499M | $475M | $446M | $426M | $396M | $376M | $364M | $347M | $340M | $322M | $311M | $326M | |
| Goodwill | $243M | $206M | $214M | $205M | $195M | $176M | $161M | $186M | $75M | $74M | $37M | $15M | |
| Intangibles | $78M | $51M | $47M | $39M | $34M | $30M | $29M | $30M | $18M | $18M | $9M | $5M | |
| Other Non-current Assets | $70M | $68M | $60M | $64M | $82M | $79M | $65M | $82M | $79M | $69M | $59M | $68M | |
| Total Assets | $2.04B | $1.92B | $1.91B | $1.87B | $1.93B | $1.79B | $1.43B | $1.06B | $893M | $889M | $800M | $775M | |
| Accounts Payable | $102M | $96M | $96M | $107M | $104M | $94M | $56M | $65M | $62M | $51M | $45M | $46M | |
| Short-term Debt | · | · | · | · | · | $0 | $75M | $0 | · | · | · | · | |
| Current Liabilities | $430M | $421M | $437M | $476M | $676M | $612M | $350M | $239M | $181M | $199M | $157M | $155M | |
| Capital Leases | $474M | $408M | $404M | $368M | $354M | $295M | $270M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $74M | $59M | $58M | $70M | $82M | $97M | $98M | $124M | $86M | $89M | $85M | $86M | |
| Total Debt | · | · | · | · | · | $0 | $75M | · | · | · | · | · | |
| Common Stock | $40M | $41M | $42M | $43M | $43M | $45M | $46M | $47M | $47M | $48M | $49M | $51M | |
| Retained Earnings | $610M | $597M | $598M | $545M | $431M | $399M | $344M | $326M | $292M | $285M | $252M | $236M | |
| AOCI | $-2M | $-4M | $-6M | $-6M | $-6M | $-2M | $-7M | $-3M | $-25M | $-33M | $-34M | $-32M | |
| Stockholders' Equity | $1.05B | $1.02B | $1.00B | $942M | $811M | $773M | $701M | $683M | $612M | $590M | $547M | $524M | |
| Liabilities + Equity | $2.04B | $1.92B | $1.91B | $1.87B | $1.93B | $1.79B | $1.43B | $1.06B | $893M | $889M | $800M | $775M | |
| Shares Outstanding | 40,349,000 | 41,164,000 | 42,440,000 | 43,318,000 | 43,089,000 | 45,361,000 | 45,857,000 | 46,955,000 | 46,788,000 | 48,472,000 | 49,331,000 | 50,747,000 |
现金流 16
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $47M | $49M | $40M | $40M | $33M | $31M | $31M | $32M | $29M | $27M | $22M | |
| Stock-based Comp | $16M | $17M | $14M | $12M | $12M | $13M | $8M | $11M | $9M | $9M | $8M | $7M | |
| Deferred Tax | $18M | $5M | $-3M | $4M | $1M | $9M | $719.0K | $-2M | $17M | $569.0K | $5M | $1M | |
| Amort. of Intangibles | $798.0K | $1M | $1M | $1M | $1M | $1M | $1M | $945.0K | $959.0K | $463.0K | · | · | |
| Other Non-cash | $21M | $19M | $-24M | $-2M | $-124M | $149M | $46M | $42M | $-24M | $22M | $-6M | $-14M | |
| Operating Cash Flow | $204M | $187M | $158M | $205M | $79M | $310M | $164M | $151M | $116M | $148M | $115M | $87M | |
| CapEx | $76M | $74M | $54M | $69M | $77M | $38M | $46M | $48M | $36M | $20M | $25M | $70M | |
| Investing Cash Flow | $-139M | $-98M | $-82M | $-70M | $-78M | $-41M | $-34M | $-122M | $-55M | $-65M | $-37M | $-67M | |
| Stock Repurchased | $47M | $78M | $53M | $5M | $91M | $44M | $43M | $23M | $57M | $36M | $44M | $52M | |
| Net Stock Activity | $-47M | $-78M | $-53M | $-5M | $-91M | $-44M | $-43M | $-23M | $-57M | $-36M | $-44M | $-52M | |
| Dividends Paid | $38M | $35M | $33M | $30M | $28M | · | $25M | $24M | $22M | $21M | $18M | $15M | |
| Financing Cash Flow | $-91M | $-103M | $-81M | $-37M | $-145M | $-141M | $3M | $-34M | $-76M | $-53M | $-63M | $-71M | |
| Net Change in Cash | $-25M | $-13M | $-6M | $98M | $-146M | $131M | $132M | $-5M | $-14M | $30M | $13M | $-51M | |
| Taxes Paid | $30M | $44M | $34M | $70M | $39M | $40M | $25M | $24M | $37M | $34M | $34M | $34M | |
| Free Cash Flow | $128M | $113M | $105M | $136M | $2M | $272M | $118M | $102M | $79M | $126M | $88M | $16M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $87M | $16M |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.0% | 43.9% | 43.1% | 42.9% | 38.9% | 42.7% | 42.3% | 40.2% | 39.3% | 39.9% | 38.2% | 35.4% | |
| Operating Margin | 6.1% | 6.4% | 7.4% | 9.0% | 8.8% | 7.9% | 7.0% | 7.4% | 8.2% | 8.6% | 8.0% | 7.2% | |
| Net Margin | 4.8% | 4.7% | 6.0% | 6.4% | 6.4% | 6.1% | 4.5% | 3.9% | 5.1% | 5.7% | 5.2% | 5.0% | |
| Pretax Margin | 6.5% | 7.0% | 8.1% | 8.8% | 8.7% | 8.4% | 6.8% | 5.5% | 8.1% | 8.6% | 8.2% | 7.4% | |
| EBITDA Margin | 8.3% | 8.6% | 9.7% | 10.7% | 10.5% | 9.8% | 8.8% | 9.2% | 10.2% | 10.5% | 9.8% | 8.8% | |
| ROA | 5.1% | 5.2% | 6.5% | 7.9% | 8.1% | 6.6% | 6.2% | 7.0% | 9.1% | 10.2% | 10.1% | 9.2% | |
| ROE | 9.8% | 9.8% | 12.6% | 17.2% | 18.9% | 14.4% | 11.2% | 10.6% | 13.5% | 15.1% | 14.8% | 13.5% | |
| ROIC | 9.1% | 9.1% | 11.3% | 16.6% | 18.9% | 13.0% | 10.5% | 14.0% | 13.4% | 14.7% | 14.5% | 12.8% |
流动性与偿付能力 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | 1.9 | 1.8 | 1.4 | 1.5 | 1.8 | 2.3 | 2.9 | 2.6 | 3.1 | 3.1 | |
| Quick Ratio | 1.0 | 1.1 | 1.1 | 1.0 | 0.6 | 0.9 | 1.0 | 1.1 | 1.6 | 1.5 | 1.6 | 1.7 | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.1 | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 251.8 | 197.3 |
效率 3
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.1 | 1.1 | 1.2 | 1.3 | 1.1 | 1.4 | 1.8 | 1.8 | 1.8 | 1.9 | 1.8 | |
| Inventory Turnover | 5.0 | 4.6 | 4.3 | 4.6 | 5.4 | 4.9 | 5.2 | 5.5 | 5.3 | 5.2 | 5.7 | 6.1 | |
| Receivables Turnover | 15.7 | 15.1 | 15.5 | 15.2 | 14.6 | 14.5 | 14.0 | 11.7 | 10.4 | 10.2 | 10.0 | 9.2 |
增长率 10
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.83% | 3.0% | -12.9% | -0.31% | 35.9% | 1.8% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.3% | -3.6% | 5.7% | 11.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.2% | 4.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 5.1% | -17.0% | -18.7% | 2.6% | 47.4% | 38.6% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -10.8% | -11.5% | 7.2% | 28.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.4% | 7.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.4% | -18.8% | -18.6% | 0.43% | 40.9% | 37.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -12.2% | -12.8% | 4.8% | 24.8% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -0.86% | 5.1% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | · | 6.9% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 17
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B | $1.73B | $1.70B | $1.75B | $1.58B | $1.52B | $1.53B | $1.43B | |
| Net Income TTM | $102M | $100M | $123M | $151M | $150M | $106M | $77M | $69M | $81M | $86M | $79M | $71M | |
| Market Cap | $1.43B | $1.60B | $1.41B | $1.24B | $1.13B | $1.96B | $966M | $1.52B | $1.37B | $1.35B | $1.28B | $1.40B | |
| Enterprise Value | · | · | · | · | · | $1.57B | $780M | · | · | · | · | · | |
| P/E | 14.3 | 16.6 | 11.7 | 8.3 | 7.8 | 18.8 | 12.7 | 22.5 | 17.5 | 16.1 | 16.7 | 20.5 | |
| P/S | 0.7 | 0.8 | 0.7 | 0.5 | 0.5 | 1.1 | 0.6 | 0.9 | 0.9 | 0.9 | 0.8 | 1.0 | |
| P/B | 1.4 | 1.6 | 1.4 | 1.3 | 1.4 | 2.5 | 1.4 | 2.2 | 2.2 | 2.3 | 2.3 | 2.7 | |
| P / Tangible Book | 2.0 | 2.1 | 1.9 | 1.8 | 1.9 | 3.5 | 1.9 | · | · | · | · | · | |
| P / Cash Flow | 7.0 | 8.6 | 8.9 | 6.1 | 14.3 | 6.3 | 5.9 | 10.1 | 11.8 | 9.3 | 11.4 | 16.1 | |
| P / FCF | 11.2 | 14.2 | 13.4 | 9.1 | 467.2 | 7.2 | 8.2 | 14.9 | 17.3 | 10.7 | 14.6 | 84.9 | |
| EV / EBITDA | · | · | · | · | · | 9.2 | 5.2 | · | · | · | · | · | |
| EV / FCF | · | · | · | · | · | 5.8 | 6.6 | · | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | 0.9 | 0.5 | · | · | · | · | · | |
| Dividend Yield | 2.7% | 2.2% | 2.3% | 2.4% | 2.5% | · | 2.6% | 1.5% | 1.6% | 1.5% | 1.4% | 1.0% | |
| Earnings Yield | 7.0% | 6.0% | 8.6% | 12.1% | 12.9% | 5.3% | 7.9% | 4.4% | 5.7% | 6.2% | 6.0% | 4.9% | |
| Payout Ratio | 37.2% | 35.1% | 26.6% | · | · | · | 32.4% | 34.3% | 27.2% | 24.0% | 22.9% | 20.5% | |
| Annual Payout | $38M | $35M | $33M | $30M | $28M | · | $25M | $24M | $22M | $21M | $18M | $15M |
损益表 15
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $476M | $570M | $542M | $522M | $492M | $571M | $522M | $521M | $496M | $554M | $500M | $511M | $482M | $561M | $573M | $611M | |
| Cost of Revenue | $267M | $308M | $308M | $291M | $283M | $320M | $290M | $290M | $282M | $313M | $287M | $289M | $276M | $313M | $337M | $362M | |
| Gross Profit | $209M | $263M | $234M | $231M | $209M | $251M | $231M | $231M | $213M | $240M | $213M | $223M | $206M | $249M | $236M | $249M | |
| SG&A Expense | $211M | $202M | $204M | $195M | $187M | $201M | $196M | $192M | $181M | $190M | $181M | $189M | $171M | $195M | $193M | $188M | |
| Operating Income | $-2M | $41M | $30M | $36M | $22M | $30M | $35M | $39M | $32M | $50M | $33M | $34M | $35M | $54M | $43M | $62M | |
| Interest Income | $3M | $3M | $3M | $4M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | $1M | |
| Other Non-op | $-4M | $-520.0K | $-599.0K | $-54.0K | $-585.0K | $-635.0K | $97.0K | $-2M | $-618.0K | $-92.0K | $-639.0K | $104.0K | $556.0K | $-11M | $-1M | $183.0K | |
| Pretax Income | $-4M | $43M | $32M | $40M | $24M | $32M | $39M | $41M | $36M | $54M | $36M | $38M | $38M | $46M | $44M | $63M | |
| Income Tax | $-2M | $9M | $10M | $11M | $6M | $17M | $10M | $11M | $9M | $14M | $7M | $10M | $10M | $11M | $12M | $16M | |
| Net Income | $-2M | $33M | $22M | $29M | $18M | $15M | $28M | $30M | $26M | $39M | $29M | $27M | $27M | $34M | $32M | $46M | |
| EPS (Basic) | $-0.06 | $0.82 | $0.53 | $0.70 | $0.44 | $0.36 | $0.69 | $0.72 | $0.62 | $0.92 | $0.67 | $0.63 | $0.64 | $0.79 | $0.74 | $1.07 | |
| EPS (Diluted) | $-0.06 | $0.81 | $0.52 | $0.70 | $0.44 | $0.35 | $0.68 | $0.71 | $0.61 | $0.91 | $0.66 | $0.63 | $0.63 | $0.78 | $0.74 | $1.07 | |
| Shares (Basic) | 39,995,000 | -82,356,000 | 41,084,000 | 41,227,000 | 41,027,000 | -83,596,000 | 41,437,000 | 41,708,000 | 42,052,000 | -86,136,000 | 42,767,000 | 43,008,000 | 43,239,000 | -86,185,000 | 43,137,000 | 43,104,000 | |
| Shares (Diluted) | 39,995,000 | -82,956,000 | 41,485,000 | 41,387,000 | 41,425,000 | -84,476,000 | 42,103,000 | 42,154,000 | 42,564,000 | -86,649,000 | 43,195,000 | 43,401,000 | 43,333,000 | -86,221,000 | 43,137,000 | 43,182,000 | |
| EBITDA | $11M | · | $42M | $48M | $33M | · | $35M | $39M | $45M | · | $33M | $34M | $45M | · | $43M | $62M |
资产负债表 22
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $267M | $303M | $306M | $339M | $319M | $328M | $315M | $303M | $342M | $341M | $329M | $330M | $336M | · | $281M | $205M | |
| Receivables | $118M | $131M | $124M | $138M | $131M | $140M | $128M | $129M | $121M | $139M | $119M | $134M | $111M | · | $138M | $160M | |
| Inventory | $234M | $218M | $235M | $226M | $252M | $255M | $289M | $289M | $272M | $263M | $277M | $268M | $269M | · | $304M | $343M | |
| Other Current Assets | $127M | $101M | $108M | $91M | $92M | $82M | $110M | $98M | $99M | $93M | $121M | $105M | $109M | · | $124M | $147M | |
| Current Assets | $746M | $774M | $809M | $823M | $793M | $806M | $841M | $819M | $834M | $837M | $850M | $841M | $829M | · | $849M | $857M | |
| PP&E (Net) | $369M | $357M | $340M | $349M | $345M | $339M | $325M | $314M | $299M | $298M | $284M | $271M | $277M | · | $268M | $269M | |
| PP&E (Gross) | · | $855M | · | · | · | $814M | · | · | · | $744M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $499M | · | · | · | $475M | · | · | · | $446M | · | · | · | · | · | · | |
| Goodwill | $243M | $243M | $263M | $206M | $206M | $206M | $222M | $222M | $220M | $214M | $210M | $208M | $207M | $205M | $205M | $203M | |
| Intangibles | $82M | $78M | $78M | $50M | $51M | $51M | $51M | $49M | $49M | $47M | $46M | $42M | $42M | $39M | $39M | $39M | |
| Other Non-current Assets | $61M | $70M | $64M | $64M | $63M | $68M | $61M | $62M | $58M | $60M | $59M | $58M | $60M | · | $75M | $74M | |
| Total Assets | $1.99B | $2.04B | $2.09B | $1.96B | $1.93B | $1.92B | $1.96B | $1.93B | $1.92B | $1.91B | $1.92B | $1.88B | $1.85B | · | $1.85B | $1.86B | |
| Accounts Payable | $113M | $102M | $118M | $104M | $100M | $96M | $107M | $108M | $94M | $96M | $87M | $98M | $98M | · | $87M | $107M | |
| Current Liabilities | $448M | $430M | $488M | $424M | $416M | $421M | $456M | $435M | $440M | $437M | $440M | $432M | $438M | · | $509M | $551M | |
| Capital Leases | · | $474M | · | · | · | $408M | $409M | $411M | $407M | $404M | $418M | $406M | $375M | · | $350M | $353M | |
| Other Non-current Liabilities | $68M | $74M | $64M | $63M | $61M | $59M | $62M | $62M | $60M | $58M | $72M | $68M | $71M | · | $70M | $70M | |
| Common Stock | $40M | $40M | $41M | $41M | $41M | $41M | $41M | $42M | $42M | $42M | $43M | $43M | $43M | · | $43M | $43M | |
| Retained Earnings | $571M | $610M | $607M | $608M | $589M | $597M | $604M | $595M | $590M | $598M | $575M | $567M | $558M | · | $519M | $495M | |
| AOCI | $-729.0K | $-2M | $-2M | $-3M | $-3M | $-4M | $-5M | $-4M | $-5M | $-6M | $-5M | $-7M | $-4M | · | $-6M | $-11M | |
| Stockholders' Equity | $1.01B | $1.05B | $1.04B | $1.04B | $1.02B | $1.02B | $1.02B | $1.01B | $999M | $1.00B | $978M | $964M | $953M | · | $906M | $875M | |
| Liabilities + Equity | $1.99B | $2.04B | $2.09B | $1.96B | $1.93B | $1.92B | $1.96B | $1.93B | $1.92B | $1.91B | $1.92B | $1.88B | $1.85B | · | $1.85B | $1.86B | |
| Shares Outstanding | 40,052,000 | 40,349,000 | 40,924,000 | 41,249,000 | 41,207,000 | 41,164,000 | 41,411,000 | 41,647,000 | 42,015,000 | 42,440,000 | 42,613,000 | 42,875,000 | 43,110,000 | · | 43,140,000 | 43,136,000 |
现金流 14
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $13M | $12M | $13M | $12M | $11M | $12M | $11M | $11M | $12M | $12M | $11M | $15M | $10M | $11M | $10M | $10M | |
| Stock-based Comp | $3M | $4M | $4M | $5M | $3M | $4M | $4M | $6M | $3M | $3M | $4M | $5M | $3M | $4M | $3M | $4M | |
| Deferred Tax | $2M | $15M | $-570.0K | $3M | $1M | $3M | $-243.0K | $378.0K | $2M | $-5M | $2M | $-942.0K | $602.0K | $7M | $-3M | $-517.0K | |
| Amort. of Intangibles | $200.0K | $199.0K | $200.0K | $199.0K | $200.0K | $255.0K | $254.0K | $256.0K | $255.0K | $254.0K | $254.0K | $253.0K | $255.0K | · | $252.0K | $249.0K | |
| Other Non-cash | $744.0K | · | · | · | $2M | · | · | · | $9M | · | · | · | $-15M | · | · | · | |
| Operating Cash Flow | $16M | $28M | $89M | $50M | $36M | $62M | $57M | $16M | $52M | $53M | $48M | $31M | $26M | $78M | $96M | $-2M | |
| CapEx | $23M | $20M | $18M | $20M | $18M | $23M | $19M | $17M | $16M | $16M | $12M | $13M | $13M | $11M | $17M | $19M | |
| Investing Cash Flow | $-13M | $-869.0K | $-99M | $-20M | $-19M | $-27M | $-26M | $-28M | $-17M | $-28M | $-29M | $-13M | $-13M | $-12M | $-14M | $-18M | |
| Stock Repurchased | $25M | $20M | $14M | $809.0K | $13M | $14M | $11M | $19M | $34M | $13M | $20M | $10M | $10M | $0 | $0 | $0 | |
| Net Stock Activity | $-25M | · | · | · | $-13M | · | · | · | $-34M | · | · | · | $-10M | · | · | · | |
| Dividends Paid | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $7M | |
| Financing Cash Flow | $-38M | $-30M | $-23M | $-10M | $-28M | $-21M | $-20M | $-27M | $-34M | $-17M | $-21M | $-24M | $-20M | $-3M | $-8M | $-12M | |
| Net Change in Cash | $-36M | $-3M | $-32M | $20M | $-10M | $14M | $12M | $-39M | $1M | $8M | $-288.0K | $-7M | $-6M | $63M | $76M | $-34M | |
| Free Cash Flow | $-8M | · | · | · | $18M | · | · | · | $37M | · | · | · | $12M | · | · | · |
盈利能力 8
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.9% | · | 43.1% | 44.2% | 42.5% | · | 44.3% | 44.3% | 43.0% | · | 42.6% | 43.5% | 42.7% | · | 43.0% | 42.6% | |
| Operating Margin | -0.44% | · | 5.5% | 6.9% | 4.5% | · | 6.7% | 7.4% | 6.5% | · | 6.5% | 6.6% | 7.2% | · | 7.5% | 10.1% | |
| Net Margin | -0.48% | · | 4.0% | 5.5% | 3.7% | · | 5.5% | 5.8% | 5.3% | · | 5.7% | 5.3% | 5.7% | · | 5.5% | 7.5% | |
| Pretax Margin | -0.77% | · | 5.9% | 7.6% | 5.0% | · | 7.4% | 7.8% | 7.3% | · | 7.2% | 7.4% | 7.9% | · | 7.6% | 10.3% | |
| EBITDA Margin | 2.2% | · | 7.8% | 9.2% | 6.8% | · | 6.7% | 7.4% | 9.0% | · | 6.5% | 6.6% | 9.3% | · | 7.5% | 10.1% | |
| ROA | -0.12% | · | 1.1% | 1.5% | 0.95% | · | 1.5% | 1.6% | 1.4% | · | 1.5% | 1.5% | 1.5% | · | 1.7% | 2.5% | |
| ROE | -0.23% | · | 2.1% | 2.8% | 1.8% | · | 2.8% | 3.0% | 2.7% | · | 3.0% | 3.0% | 3.1% | · | 3.8% | 5.6% | |
| ROIC | -0.11% | · | 2.0% | 2.5% | 1.6% | · | 2.6% | 2.8% | 2.4% | · | 2.7% | 2.6% | 2.7% | · | 3.4% | 5.2% |
流动性与偿付能力 2
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | · | 1.7 | 1.9 | 1.9 | · | 1.8 | 1.9 | 1.9 | · | 1.9 | 1.9 | 1.9 | · | 1.7 | 1.6 | |
| Quick Ratio | 0.9 | · | 0.9 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.1 | · | 1.0 | 1.1 | 1.0 | · | 0.8 | 0.7 |
效率 3
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Inventory Turnover | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.1 | 1.1 | |
| Receivables Turnover | 3.8 | · | 4.3 | 3.9 | 3.9 | · | 4.2 | 4.0 | 4.3 | · | 3.9 | 3.5 | 3.6 | · | 3.8 | 3.7 |
估值 (TTM) 11
| 指标 | 趋势 | Q1 2027 | Q4 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.03B | · | $2.08B | $2.06B | $2.03B | · | $2.04B | $2.03B | $1.99B | · | $2.07B | $2.18B | $2.27B | · | $2.36B | $2.36B | |
| Net Income TTM | $66M | · | $97M | $106M | $103M | · | $113M | $112M | $109M | · | $115M | $132M | $144M | · | $145M | $153M | |
| Market Cap | $1.59B | · | $1.56B | $1.35B | $1.58B | · | $1.89B | $1.64B | $1.83B | · | $1.53B | $1.21B | $1.35B | · | $1.19B | $1.09B | |
| P/E | 24.8 | · | 16.3 | 12.9 | 15.7 | · | 17.1 | 15.1 | 17.2 | · | 13.5 | 9.2 | 9.4 | · | 8.2 | 7.2 | |
| P/S | 0.8 | · | 0.8 | 0.7 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.7 | 0.6 | 0.6 | · | 0.5 | 0.5 | |
| P/B | 1.6 | · | 1.5 | 1.3 | 1.6 | · | 1.8 | 1.6 | 1.8 | · | 1.6 | 1.3 | 1.4 | · | 1.3 | 1.2 | |
| P / Tangible Book | 2.3 | · | 2.2 | 1.7 | 2.1 | · | 2.5 | 2.2 | 2.5 | · | 2.1 | 1.7 | 1.9 | · | 1.8 | 1.7 | |
| P / Cash Flow | 101.6 | · | · | · | 43.6 | · | · | · | 35.0 | · | · | · | 52.2 | · | · | · | |
| P / FCF | -208.1 | · | · | · | 88.7 | · | · | · | 49.9 | · | · | · | 108.7 | · | · | · | |
| Earnings Yield | 4.0% | · | 6.1% | 7.7% | 6.4% | · | 5.8% | 6.6% | 5.8% | · | 7.4% | 10.9% | 10.6% | · | 12.2% | 13.8% | |
| Payout Ratio | -422.0% | · | · | · | 49.5% | · | · | · | 32.0% | · | · | · | 28.6% | · | · | · |
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
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| 收入 | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B |
| 毛利率 % | 44.0% | 43.9% | 43.1% | 42.9% | 38.9% |
| 营业利润率 % | 6.1% | 6.4% | 7.4% | 9.0% | 8.8% |
| 净收入 | $102M | $100M | $123M | $151M | $150M |
| 稀释后每股收益 (EPS) | $2.47 | $2.35 | $2.83 | $3.48 | $3.39 |
资产负债表
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| 流动比率 | 1.8 | 1.9 | 1.9 | 1.8 | 1.4 |
| 速动比率 | 1.0 | 1.1 | 1.1 | 1.0 | 0.6 |
现金流
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| 自由现金流 | $128M | $113M | $105M | $136M | $2M |
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机构持有人 (13F) 294 家申报者 · $998.3M 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 |
|---|---|---|---|---|
| 51 (+4 与上一季度对比) | 28 (-1 与上一季度对比) | 95 (+7 与上一季度对比) | 72 (-10 与上一季度对比) | +329K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
公司内部人士 52 位内幕人士 · 16 位高管 · 15 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 |
|---|---|---|---|---|---|---|
| Melinda D Whittington | President & CEO | 2026年6月28日 F | 393984 | 0 | 2 | $-1366513 |
| Robert Gerard Lucian | Sr. Vice President & CFO | 2024年6月28日 F | 54100 | 0 | 0 | $0 |
| Louis M Riccio JR | Senior VP and CFO | 2018年6月18日 A | 56303 | 0 | 0 | $0 |
| Terrence James Linz | President, Wholesale Brands | 2026年6月30日 S | 64383 | 0 | 1 | $-100575 |
| Robert Sundy II | President, Retail | 2026年6月28日 F | 64297 | 0 | 0 | $0 |
| Darrell Dewain Edwards | Senior Vice President and COO | 2021年6月21日 A | 58296 | 0 | 0 | $0 |
| Carol Young Lee | VP & Chief Information Officer | 2026年7月15日 F | 36645 | 0 | 0 | $0 |
| Jennifer Lynn Mccurry | Chief Accounting Officer | 2026年7月15日 F | 16266 | 0 | 2 | $-290947 |
| Raphaell Z. Richmond | VP, GC & Chief Compliance Off | 2026年6月29日 M | 51695 | 0 | 1 | $-544516 |
| Katherine E. Vanderjagt | VP & Chief HR Officer | 2026年6月28日 F | 56289 | 0 | 0 | $0 |
| Michael Adam Leggett | Sr VP & Chief Supply Chain Off | 2026年6月28日 F | 46018 | 0 | 1 | $-374940 |
| Rebecca M Reeder | Pres., Retail LZB Furn. Gall. | 2025年6月26日 F | 35428 | 0 | 0 | $0 |
| Otis S Sawyer | Senior Vice President | 2022年6月28日 A | 54314 | 0 | 0 | $0 |
| Stephen K Krull | VP, Gen'l Counsel & Secretary | 2021年1月7日 F | 8691 | 0 | 0 | $0 |
| Lindsay A Barnes | Chief Accounting Officer | 2020年11月19日 M | 9732 | 0 | 0 | $0 |
| John Douglas Collier | Senior Vice President | 2019年6月17日 A | 71144 | 0 | 0 | $0 |
| William C Boor | 董事 | 2026年1月15日 A | 2448 | 0 | 0 | $0 |
| Matt Baer | 董事 | 2025年8月28日 A | 5683 | 0 | 0 | $0 |
| Lauren B Peters | 董事 | 2025年8月28日 A | 15497 | 0 | 0 | $0 |
| Raza Syed Haider | 董事 | 2024年8月29日 A | 7988 | 0 | 0 | $0 |
| Erika L. Alexander | 董事 | 2024年8月29日 A | 11844 | 0 | 0 | $0 |
| Rebecca L O'Grady | 董事 | 2024年8月29日 A | 11844 | 0 | 0 | $0 |
| Sarah M. Gallagher | 董事 | 2024年8月29日 A | 11844 | 0 | 0 | $0 |
| Mark Stephen Lavigne | 董事 | 2024年8月29日 A | 9115 | 0 | 0 | $0 |
| Michael T Lawton | 董事 | 2024年8月29日 A | 11844 | 0 | 0 | $0 |
| HACKETT JAMES P | 董事 | 2024年8月29日 A | 13054 | 0 | 0 | $0 |
| Alan W Mccollough | 董事 | 2022年9月1日 A | 7000 | 0 | 0 | $0 |
| George H Levy | 董事 | 2021年8月23日 A | 18100 | 0 | 0 | $0 |
| Nido R Qubein | 董事 | 2021年8月23日 A | 7000 | 0 | 0 | $0 |
| Edwin J Holman | 董事 | 2019年8月29日 A | 3000 | 0 | 0 | $0 |
| Taylor Edward Luebke | — | 2026年6月28日 F | 37123 | 0 | 0 | $0 |
| Janet Kerr | — | 2025年9月8日 S | 3653 | 0 | 1 | $-120380 |
| Kurt L Darrow | — | 2021年12月30日 S | 98713 | 0 | 0 | $0 |
| Margaret L Mueller | — | 2017年6月19日 A | 18558 | 0 | 0 | $0 |
| Mark Bacon | — | 2016年8月31日 M | 60164 | 0 | 0 | $0 |
| Steven M Kincaid | — | 2015年9月11日 S | 129711 | 0 | 0 | $0 |
| Richard Marcel Gabrys | — | 2015年8月21日 A | 9000 | 0 | 0 | $0 |
| David K Hehl | — | 2015年8月21日 A | 1956 | 0 | 0 | $0 |
| Janet Gurwitch | — | 2014年9月2日 A | — | 0 | 0 | $0 |
| John H Foss | — | 2014年9月2日 A | 15100 | 0 | 0 | $0 |
| James W Johnston | — | 2010年9月1日 A | 492190 | 0 | 0 | $0 |
| Jack Lee Thompson | — | 2009年9月1日 A | 15400 | 0 | 0 | $0 |
| Rocque E Lipford | — | 2009年9月1日 A | 0 | 0 | 0 | $0 |
| Rodney D England | — | 2008年2月22日 F | 81197 | 0 | 0 | $0 |
| Mark A Copping | — | 2006年8月16日 J | 1600 | 0 | 0 | $0 |
| Donald L Mitchell | — | 2006年8月16日 M | 16953 | 0 | 0 | $0 |
| Helen O Petrauskas | — | 2005年8月29日 M | 11700 | 0 | 0 | $0 |
| David M Risley | — | 2005年8月23日 J | 16981 | 0 | 0 | $0 |
| Patrick H Norton | — | 2005年8月23日 J | 262648 | 0 | 0 | $0 |
| Melquiades R Martinez | — | 2004年8月26日 M | 7000 | 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 6 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 |
|---|---|---|---|---|---|
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年10月23日 | — | 初始申报 | — | SEC |
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年10月11日 | — | 初始申报 | — | SEC |
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年8月17日 | — | 初始申报 | — | SEC |
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年7月27日 | — | 初始申报 | — | SEC |
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年3月29日 | — | 初始申报 | — | SEC |
| 未披露的报告人, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2007年2月12日 | — | 初始申报 | 被动投资 | 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 79 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 |
|---|---|---|---|---|
| VAMO · Cambria ETF Trust | 0.91% | 21698 NS | 2026年4月30日 | N-PORT |
| HOMZ · ETF Series Solutions | 0.83% | 7477 NS | 2026年5月31日 | N-PORT |
| FYT · First Trust Exchange-Traded Alpha... | 0.64% | 33998 NS | 2026年4月30日 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.49% | 7711 NS | 2026年4月30日 | N-PORT |
| FYX · First Trust Exchange-Traded Alpha... | 0.31% | 108003 NS | 2026年4月30日 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 0.23% | 37472 NS | 2026年4月30日 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.23% | 38939 NS | 2026年4月30日 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.22% | 2420 NS | 2026年4月30日 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.21% | 1485801 NS | 2026年5月31日 | N-PORT |
| CALF · Pacer Funds Trust | 0.18% | 182028 NS | 2026年4月30日 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.15% | 36358 NS | 2026年4月30日 | N-PORT |
| SMDX · Tidal Trust III | 0.14% | 5025 NS | 2026年4月30日 | N-PORT |
| FAB · First Trust Exchange-Traded Alpha... | 0.13% | 5256 NS | 2026年4月30日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.12% | 259296 NS | 2026年4月30日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.11% | 368 NS | 2026年4月30日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.11% | 265771 NS | 2026年5月31日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.10% | 73690 NS | 2026年5月31日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.08% | 19708 NS | 2026年5月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 288691 NS | 2026年4月30日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.07% | 14792 NS | 2026年4月30日 | N-PORT |
| SAA · ProShares Trust | 0.07% | 493 NS | 2026年5月31日 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.05% | 26957 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.04% | 17968 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 1954 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 4084 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.03% | 133796 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 199216 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.02% | 1528 NS | 2026年5月31日 | N-PORT |
| SFGV · EA Series Trust | 0.02% | 5296 NS | 2026年5月29日 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.02% | 2087 NS | 2026年5月31日 | N-PORT |
| URTY · ProShares Trust | 0.02% | 1548 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 7392 NS | 2026年4月30日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 3238 NS | 2026年5月31日 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.01% | 31420 NS | 2026年5月31日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 1723 NS | 2026年5月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 105680 NS | 2026年4月30日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 32882 NS | 2026年4月30日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 6587 NS | 2026年4月30日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 39 NS | 2026年5月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 2426 NS | 2026年4月30日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 9444 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 14739 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 23787 NS | 2026年5月31日 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 18 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |