POWL Powell Industries, Inc. - Common Stock
关于 Powell Industries, Inc. - Common Stock 公司概况(来自维基百科)
Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
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Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
The company is led by Brett Alan Cope, who is the Chairman, President and Chief Executive Officer.
Powell Industries Inc. reported annual revenue for 2022 of US$532,580,000, up from US$470,560,000 the year previous.
Products include Power Control Rooms, E-Houses, ANSI/IEC switchgear, MV and LV motor Control, LV switchgear, Bus Duct, Utility Transfer Switches, DC switchgear, bus duct, field services, and Power Management and Control Systems.
Markets served by Powell include Oil and Gas Refining, Offshore Oil and Gas Production, Petrochemical, Pipelines, Terminals, Pulp and Paper, Mining, Traction Power, Renewable Energy, and Utilities.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
POWL 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
POWL 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20日 | $0.0900 |
| 2026年2月18日 | $0.0900 |
| 2025年11月19日 | $0.0893 |
| 2025年8月20日 | $0.0893 |
| 2025年5月21日 | $0.0893 |
| 2025年2月19日 | $0.0893 |
| 2024年11月20日 | $0.0883 |
| 2024年8月14日 | $0.0883 |
| 2024年5月14日 | $0.0883 |
| 2024年2月13日 | $0.0883 |
| 2023年11月14日 | $0.0877 |
| 2023年8月15日 | $0.0877 |
| 2023年5月16日 | $0.0877 |
| 2023年2月14日 | $0.0877 |
| 2022年11月15日 | $0.0867 |
| 2022年8月16日 | $0.0867 |
| 2022年5月17日 | $0.0867 |
| 2022年2月15日 | $0.0867 |
| 2021年11月16日 | $0.0867 |
| 2021年8月17日 | $0.0867 |
POWL 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 16.7%
- 买入 7 58.3%
- 持有 3 25.0%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
4 位分析师 · 2026-08-15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 | $1.42 | $1.50 | -0.08% |
| 2026年3月31日 | $1.25 | $1.39 | -0.14% |
| 2025年12月31日 | $1.14 | $0.99 | 0.15% |
| 2025年9月30日 | $1.41 | $1.29 | 0.12% |
| 2025年6月30日 | $1.32 | $1.28 | 0.04% |
| 2025年3月31日 | $1.27 | $1.17 | 0.10% |
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 |
|---|---|---|---|---|---|---|
| POWL | $3.68B | 20.5 | 9.1% | 16.4% | 30.6% | 29.4% |
| NXT | — | 31.4 | 20.3% | 16.5% | 27.1% | 32.6% |
| GNRC | — | 50.7 | -2.0% | 3.8% | 6.2% | 38.3% |
| RRX | $9.32B | 33.4 | -1.7% | 4.7% | 4.3% | 37.4% |
| VICR | — | 42.0 | 26.1% | 26.2% | 18.5% | 57.3% |
| AYI | $10.02B | 26.1 | 13.1% | 9.1% | 15.1% | 47.8% |
| ENS | $6.33B | 22.6 | 3.7% | 7.8% | 15.4% | 29.3% |
| ST | — | 158.5 | -5.8% | 0.84% | 1.1% | — |
| ATKR | $2.11B | -139.4 | -11.0% | -0.53% | -1.1% | 23.7% |
| PLUG | — | -1.4 | 12.9% | -229.8% | -120.3% | -34.1% |
| RUN | $4.30B | 10.8 | 45.1% | 15.2% | 15.8% | — |
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 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Cost of Revenue | $780M | $739M | $552M | $448M | $395M | $424M | $430M | $383M | $345M | $459M | · | · | |
| Gross Profit | $324M | $273M | $148M | $85M | $75M | $95M | $87M | $65M | $51M | $106M | $108M | $125M | |
| R&D Expense | $11M | $9M | $6M | $7M | $7M | $6M | $6M | $7M | $7M | $7M | $7M | $8M | |
| SG&A Expense | $95M | $85M | $79M | $71M | $67M | $68M | $70M | $67M | $62M | $75M | $77M | $88M | |
| Operating Income | $218M | $179M | $63M | $7M | $1M | $19M | $11M | $-9M | $-19M | $16M | $21M | $29M | |
| Interest Expense | · | · | · | · | $204.0K | $228.0K | $230.0K | $207.0K | $168.0K | $149.0K | $145.0K | $178.0K | |
| Interest Income | · | · | $6M | $334.0K | $73.0K | $753.0K | $1M | $883.0K | $558.0K | $156.0K | $86.0K | $13.0K | |
| Other Non-op | · | $0 | $0 | $2M | $0 | $506.0K | $0 | $747.0K | $2M | $2M | $2M | $2M | |
| Pretax Income | $234M | $196M | $69M | $10M | $1M | $20M | $12M | $-8M | $-17M | $18M | $23M | $31M | |
| Income Tax | $53M | $46M | $14M | $-4M | $461.0K | $4M | $2M | $-547.0K | $-7M | $2M | $14M | $11M | |
| Net Income | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| EPS (Basic) | $14.98 | $12.51 | $4.59 | $1.16 | $0.05 | $1.43 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.80 | $2.43 | |
| EPS (Diluted) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 | $1.42 | $0.85 | $-0.62 | $-0.83 | $1.36 | $0.79 | $2.42 | |
| Shares (Basic) | 12,062,000 | 11,982,000 | 11,879,000 | 11,797,000 | 11,705,000 | 11,624,000 | 11,571,000 | 11,507,000 | 11,453,000 | 11,400,000 | 11,869,000 | 12,003,000 | |
| Shares (Diluted) | 12,167,000 | 12,188,000 | 12,120,000 | 11,943,000 | 11,789,000 | 11,693,000 | 11,634,000 | 11,507,000 | 11,453,000 | 11,431,000 | 11,908,000 | 12,058,000 | |
| EBITDA | $225M | $179M | $71M | $17M | $11M | $30M | $23M | $-9M | $-19M | $16M | $21M | $29M |
资产负债表 28
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $451M | $315M | $246M | $102M | $114M | $160M | $119M | $37M | $68M | $98M | $44M | $103M | |
| Short-term Investments | $25M | $43M | $33M | $15M | $20M | $19M | $6M | $13M | $27M | $0 | · | · | |
| Receivables | $217M | $214M | $207M | $106M | $78M | $70M | $112M | $93M | $54M | $101M | $102M | $107M | |
| Inventory | $85M | $86M | $64M | $50M | $30M | $29M | $29M | $21M | $18M | $27M | $33M | $33M | |
| Prepaid Expense | $11M | $7M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $6M | |
| Other Current Assets | $7M | $7M | $6M | $4M | $2M | $2M | $3M | $630.0K | $463.0K | $2M | $4M | $4M | |
| Current Assets | $932M | $776M | $622M | $370M | $302M | $336M | $329M | $277M | $250M | $304M | $297M | $357M | |
| PP&E (Net) | $111M | $103M | $98M | $99M | $109M | $114M | $121M | $129M | $139M | $145M | $155M | $157M | |
| PP&E (Gross) | $263M | $252M | $243M | $235M | $248M | $258M | $256M | $254M | $256M | $250M | $248M | $245M | |
| Accum. Depreciation | $152M | $149M | $146M | $137M | $138M | $144M | $135M | $125M | $117M | $105M | $94M | $88M | |
| Goodwill | $6M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | |
| Intangibles | $6M | $500.0K | · | · | · | · | · | · | · | · | $1M | $2M | |
| Other Non-current Assets | $19M | $18M | $13M | $12M | $15M | $12M | $12M | $11M | $14M | $11M | $10M | $8M | |
| Total Assets | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Accounts Payable | $67M | $74M | $57M | $63M | $45M | $35M | $51M | $41M | $33M | $35M | $48M | $70M | |
| Current Liabilities | $446M | $428M | $396M | $186M | $121M | $153M | $158M | $118M | $86M | $118M | $125M | $158M | |
| Capital Leases | $782.0K | $621.0K | $663.0K | $545.0K | $2M | $3M | · | · | · | · | · | · | |
| Deferred Tax | $5M | $3M | $0 | · | · | · | · | · | $0 | $138.0K | · | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $1M | $1M | $723.0K | $655.0K | |
| Total Liabilities | $468M | $445M | $407M | $196M | $135M | $166M | $168M | $128M | $94M | $127M | $136M | $170M | |
| Long-term Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | $3M | $3M | |
| Total Debt | · | · | · | $0 | $400.0K | $800.0K | $1M | $2M | $2M | $2M | · | · | |
| Retained Earnings | $630M | $462M | $325M | $284M | $283M | $294M | $289M | $292M | $311M | $332M | $328M | $331M | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $21M | · | |
| AOCI | $-27M | $-24M | $-27M | $-29M | $-20M | $-25M | $-25M | $-22M | $-19M | $-24M | $-22M | $-7M | |
| Stockholders' Equity | $641M | $483M | $345M | $297M | $301M | $307M | $299M | $302M | $321M | $335M | $333M | $371M | |
| Liabilities + Equity | $1.11B | $928M | $752M | $493M | $436M | $472M | $467M | $430M | $415M | $463M | $469M | $541M | |
| Shares Outstanding | 36,210,534 | 38,386,000 | 12,668,000 | 12,588,000 | 12,498,000 | 12,422,000 | 12,373,000 | 12,281,000 | 12,234,000 | 12,199,000 | 12,100,000 | 12,031,000 |
现金流 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $9M | $9M | $10M | $11M | $12M | $13M | $13M | · | · | · | |
| Stock-based Comp | $5M | $5M | $5M | $4M | $3M | $3M | $4M | $3M | $3M | $5M | $3M | $3M | |
| Deferred Tax | $-5M | $-7M | $-8M | $-5M | $-995.0K | $1M | $820.0K | $-2M | $100.0K | $2M | $11M | $-3M | |
| Amort. of Intangibles | $112.0K | $0 | $0 | $0 | $157.0K | $177.0K | $177.0K | $205.0K | $400.0K | $352.0K | $435.0K | $779.0K | |
| Restructuring | · | · | · | $0 | $0 | $1M | $11.0K | $787.0K | $1M | $8M | $3M | · | |
| Other Non-cash | $-20M | · | $123M | $-26M | $-43M | $40M | $42M | · | · | · | · | · | |
| Operating Cash Flow | $168M | $109M | $183M | $-4M | $-30M | $72M | $69M | $-29M | $37M | $75M | $13M | $9M | |
| CapEx | $13M | $12M | $8M | $2M | $3M | $5M | $4M | $4M | $4M | $3M | $35M | $16M | |
| Investing Cash Flow | $-8M | $-22M | $-27M | $6M | $-2M | $-18M | $3M | $10M | $-30M | $-3M | · | $-2M | |
| Net Debt Issued | · | $0 | $0 | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $0 | $4M | $21M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | $0 | $-4M | $-21M | · | |
| Dividends Paid | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Financing Cash Flow | $-25M | $-19M | $-13M | $-13M | $-13M | $-13M | $-14M | $-13M | $-13M | $-17M | · | $-13M | |
| Taxes Paid | $56M | $51M | $17M | $533.0K | $2M | $2M | $-5M | $354.0K | $-764.0K | $-352.0K | $2M | $19M | |
| Free Cash Flow | $155M | $97M | $175M | $-6M | $-33M | $67M | $65M | $-33M | $33M | $72M | $-22M | $-7M | |
| Levered FCF | · | · | · | · | $-33M | $67M | $64M | $-33M | $33M | $72M | $-22M | $-7M |
盈利能力 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% | 18.2% | 16.8% | 14.6% | 12.8% | 18.8% | 16.4% | 19.4% | |
| Operating Margin | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% | 3.7% | 2.2% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| Net Margin | 16.4% | 14.8% | 7.8% | 2.6% | 0.13% | 3.2% | 1.9% | -1.6% | -2.4% | 2.7% | 1.4% | 4.5% | |
| Pretax Margin | 21.1% | 19.4% | 9.9% | 1.8% | 0.23% | 3.9% | 2.4% | -1.7% | -4.3% | 3.1% | 3.5% | 4.7% | |
| EBITDA Margin | 20.4% | 17.7% | 10.2% | 3.1% | 2.4% | 5.7% | 4.5% | -2.0% | -4.9% | 2.8% | 3.1% | 4.5% | |
| ROA | 17.7% | 17.8% | 8.8% | 3.0% | 0.14% | 3.5% | 2.2% | -1.7% | -2.2% | 3.3% | 1.9% | 5.5% | |
| ROE | 30.6% | 32.6% | 16.3% | 4.6% | 0.21% | 5.5% | 3.3% | -2.4% | -2.9% | 4.6% | 2.7% | 8.1% | |
| ROIC | 26.3% | 28.3% | 14.3% | 3.4% | 0.20% | 5.1% | 3.1% | -2.8% | -3.4% | 4.1% | 2.5% | 5.1% |
流动性与偿付能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 | 2.2 | 2.1 | 2.3 | 2.9 | 2.6 | 2.4 | 2.3 | |
| Quick Ratio | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 | 1.6 | 1.5 | 1.2 | 1.7 | 1.7 | 1.2 | 1.3 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | 5.0 | 83.6 | 49.8 | -44.1 | -115.1 | 105.8 | 142.4 | 164.8 |
效率 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.2 | 1.1 | 1.1 | 1.0 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.3 | 1.2 | |
| Inventory Turnover | 9.1 | 9.9 | 9.7 | 11.2 | 13.5 | 14.6 | 17.0 | 19.3 | · | · | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.5 | 5.8 | 6.3 | 5.7 | 5.1 | 6.1 | 5.1 | 5.6 | 6.3 | 5.9 |
增长率 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.1% | 44.8% | 31.3% | 13.2% | -9.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 29.1% | 10.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.9% | 173.1% | 291.3% | 2200.0% | -96.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 134.7% | 526.4% | 46.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 59.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.6% | 174.8% | 296.9% | 2077.0% | -96.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 136.1% | 519.3% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 61.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.3% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $1.01B | $699M | $533M | $471M | $518M | $517M | $449M | $396M | $565M | $662M | $648M | |
| Net Income TTM | $181M | $150M | $55M | $14M | $631.0K | $17M | $10M | $-7M | $-9M | $16M | $9M | $29M | |
| Market Cap | $3.68B | $2.66B | $1.05B | $265M | $307M | $300M | $484M | $445M | $367M | $489M | $364M | $492M | |
| Enterprise Value | · | · | · | $149M | $173M | $122M | $361M | $397M | $274M | $393M | · | · | |
| P/E | 20.5 | 18.1 | 18.4 | 18.3 | 491.4 | 17.0 | 46.1 | -58.5 | -36.1 | 29.4 | 38.1 | 16.9 | |
| P/S | 3.3 | 2.6 | 1.5 | 0.5 | 0.7 | 0.6 | 0.9 | 1.0 | 0.9 | 0.9 | 0.6 | 0.8 | |
| P/B | 5.7 | 5.5 | 3.0 | 0.9 | 1.0 | 1.0 | 1.6 | 1.5 | 1.1 | 1.5 | 1.1 | 1.3 | |
| P / Tangible Book | 5.9 | 5.5 | 3.1 | 0.9 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 21.9 | 24.5 | 5.8 | -74.1 | -10.1 | 4.1 | 7.0 | -15.6 | 10.0 | 6.5 | 28.2 | 53.9 | |
| P / FCF | 23.8 | 27.5 | 6.0 | -44.0 | -9.2 | 4.5 | 7.5 | -13.5 | 11.1 | 6.8 | -16.7 | -66.7 | |
| EV / EBITDA | · | · | · | 9.0 | 15.3 | 4.1 | 15.4 | -43.5 | -14.2 | 25.0 | · | · | |
| EV / FCF | · | · | · | -24.7 | -5.2 | 1.8 | 5.6 | -12.0 | 8.2 | 5.5 | · | · | |
| EV / Revenue | · | · | · | 0.3 | 0.4 | 0.2 | 0.7 | 0.9 | 0.7 | 0.7 | · | · | |
| Dividend Yield | 0.35% | 0.48% | 1.2% | 4.6% | 4.0% | 4.0% | 2.5% | 2.7% | 3.2% | 2.4% | 3.4% | 2.4% | |
| Earnings Yield | 4.9% | 5.5% | 5.4% | 5.5% | 0.20% | 5.9% | 2.2% | -1.7% | -2.8% | 3.4% | 2.6% | 5.9% | |
| Payout Ratio | 7.1% | 8.4% | 22.8% | 89.0% | 1924.2% | 72.4% | 121.3% | -166.6% | -125.2% | 76.4% | 130.9% | 41.1% | |
| Annual Payout | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M |
损益表 14
| 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 | $312M | $297M | $251M | $298M | $286M | $279M | $241M | $275M | $288M | $255M | $194M | $209M | $192M | $171M | $127M | $163M | |
| Cost of Revenue | $216M | $209M | $180M | $204M | $198M | $195M | $182M | $195M | $206M | $192M | $146M | $157M | $150M | $138M | $107M | $129M | |
| Gross Profit | $95M | $88M | $71M | $94M | $88M | $83M | $60M | $80M | $82M | $63M | $48M | $52M | $43M | $33M | $19M | $33M | |
| R&D Expense | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | |
| SG&A Expense | $27M | $26M | $25M | $27M | $25M | $22M | $21M | $22M | $22M | $21M | $20M | $20M | $20M | $22M | $17M | $21M | |
| Operating Income | $64M | $58M | $43M | $63M | $60M | $59M | $36M | $56M | $57M | $39M | $26M | $30M | $22M | $10M | $1M | $10M | |
| Pretax Income | $69M | $62M | $47M | $68M | $64M | $62M | $39M | $60M | $62M | $44M | $30M | $33M | $24M | $11M | $2M | $11M | |
| Income Tax | $17M | $16M | $6M | $16M | $16M | $16M | $5M | $14M | $16M | $10M | $6M | $6M | $5M | $2M | $451.0K | $2M | |
| Net Income | $52M | $46M | $41M | $51M | $48M | $46M | $35M | $46M | $46M | $33M | $24M | $26M | $18M | $8M | $1M | $9M | |
| EPS (Basic) | $1.43 | $1.26 | $3.42 | $4.26 | $1.33 | $1.28 | $2.89 | $3.84 | $3.85 | $2.79 | $2.02 | $2.23 | $1.55 | $0.71 | $0.10 | $0.73 | |
| EPS (Diluted) | $1.42 | $1.25 | $3.40 | $4.22 | $1.32 | $1.27 | $2.86 | $3.77 | $3.79 | $2.75 | $1.98 | $2.18 | $1.52 | $0.70 | $0.10 | $0.73 | |
| Shares (Basic) | 36,432,000 | 36,429,000 | 12,109,000 | -24,115,000 | 36,212,000 | 36,206,000 | 12,037,000 | -23,949,000 | 11,998,000 | 11,992,000 | 11,941,000 | -23,747,000 | 11,889,000 | 11,878,000 | 11,859,000 | -23,579,000 | |
| Shares (Diluted) | 36,604,000 | 36,584,000 | 12,163,000 | -24,334,000 | 36,525,000 | 36,523,000 | 12,152,000 | -24,382,000 | 12,205,000 | 12,191,000 | 12,174,000 | -24,246,000 | 12,140,000 | 12,149,000 | 12,077,000 | -23,524,000 | |
| EBITDA | $64M | $58M | $45M | · | $60M | $59M | $36M | · | $57M | $39M | $26M | · | $22M | $10M | $1M | · |
资产负债表 26
| 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 | $634M | $538M | $491M | $451M | $398M | $360M | $326M | $315M | $332M | $323M | $321M | · | $183M | $152M | $100M | · | |
| Short-term Investments | $0 | $7M | $10M | $25M | $35M | $30M | $48M | $43M | $42M | $42M | $34M | · | $26M | $11M | $11M | · | |
| Receivables | $362M | $238M | $190M | $217M | $212M | $203M | $193M | $214M | $173M | $184M | $169M | · | $205M | $170M | $151M | · | |
| Inventory | $95M | $86M | $85M | $85M | $89M | $89M | $88M | $86M | $85M | $82M | $70M | · | $66M | $59M | $55M | · | |
| Prepaid Expense | $13M | $13M | $15M | $11M | $7M | $5M | $8M | $7M | $5M | $3M | $5M | · | $5M | $3M | $5M | · | |
| Other Current Assets | $11M | $13M | $8M | $7M | $7M | $9M | $7M | $7M | $7M | $7M | $7M | · | $6M | $5M | $3M | · | |
| Current Assets | $1.23B | $1.01B | $920M | $932M | $880M | $811M | $762M | $776M | $736M | $717M | $675M | · | $547M | $463M | $389M | · | |
| PP&E (Net) | $119M | $112M | $112M | $111M | $109M | $105M | $102M | $103M | $96M | $97M | $98M | · | $97M | $98M | $99M | · | |
| PP&E (Gross) | $276M | $267M | $266M | $263M | $263M | $256M | $251M | $252M | $247M | $246M | $246M | · | · | · | · | · | |
| Accum. Depreciation | $157M | $156M | $154M | $152M | $153M | $150M | $149M | $149M | $150M | $149M | $148M | · | · | · | · | · | |
| Goodwill | $6M | $6M | $6M | $6M | · | · | · | $1M | · | · | · | $1M | $1M | · | · | · | |
| Intangibles | $5M | $6M | $6M | $6M | · | · | · | $500.0K | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $21M | $20M | $19M | $19M | $19M | $17M | $18M | $18M | $17M | $17M | $15M | · | $13M | $12M | $12M | · | |
| Total Assets | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Accounts Payable | $87M | $75M | $48M | $67M | $66M | $75M | $65M | $74M | $80M | $80M | $50M | · | $63M | $51M | $39M | · | |
| Current Liabilities | $625M | $447M | $402M | $446M | $427M | $405M | $397M | $428M | $418M | $442M | $428M | · | $335M | $270M | $204M | · | |
| Capital Leases | $2M | $1M | $662.0K | $782.0K | $614.0K | $761.0K | $735.0K | $621.0K | $427.0K | $516.0K | $573.0K | · | $741.0K | $731.0K | $713.0K | · | |
| Deferred Tax | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | |
| Total Liabilities | $651M | $471M | $425M | $468M | $447M | $424M | $416M | $445M | $432M | $456M | $442M | · | $347M | $281M | $215M | · | |
| Retained Earnings | $759M | $711M | $668M | $630M | $582M | $537M | $494M | $462M | $419M | $376M | $346M | · | $302M | $287M | $281M | · | |
| Treasury Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | · | $25M | $25M | $25M | · | |
| AOCI | $-31M | $-28M | $-25M | $-27M | $-24M | $-31M | $-32M | $-24M | $-27M | $-26M | $-24M | · | $-24M | $-26M | $-27M | · | |
| Stockholders' Equity | $756M | $709M | $669M | $641M | $595M | $541M | $496M | $483M | $437M | $394M | $366M | $345M | $324M | $306M | $298M | $297M | |
| Liabilities + Equity | $1.41B | $1.18B | $1.09B | $1.11B | $1.04B | $965M | $913M | $928M | $869M | $850M | $808M | · | $671M | $587M | $514M | · | |
| Shares Outstanding | 36,432,564 | 36,431,499 | 12,140,483 | 12,070,178 | 12,068,548 | 12,068,223 | 12,064,723 | 11,989,238 | 11,987,838 | 11,987,838 | 11,959,918 | 12,668,000 | 12,667,000 | 12,667,000 | 12,641,000 | 12,588,000 |
现金流 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $1M | $1M | $2M | $960.0K | $1M | $1M | $2M | $927.0K | $957.0K | $1M | $2M | $685.0K | $958.0K | $2M | $1M | $2M | |
| Deferred Tax | $4M | $4M | $4M | $-2M | $-2M | $-1M | $13.0K | $-7M | $-107.0K | $124.0K | $-165.0K | $-5M | $-768.0K | $-888.0K | $-895.0K | $687.0K | |
| Amort. of Intangibles | $221.0K | $223.0K | $222.0K | $112.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $-5M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $100M | $51M | $44M | $61M | $47M | $22M | $37M | $-6M | $14M | $17M | $84M | $77M | $50M | $56M | $-549.0K | $24M | |
| CapEx | $7M | $2M | $2M | $2M | $5M | $4M | $2M | $8M | $1M | $903.0K | $1M | $4M | $650.0K | $630.0K | $3M | $686.0K | |
| Investing Cash Flow | $521.0K | $1M | $13M | $-4M | $-9M | $14M | $-9M | $-9M | $-2M | $-10M | $-1M | $-11M | $-16M | $-629.0K | $975.0K | $6M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-3M | $-4M | $-17M | $-3M | $-3M | $-3M | $-15M | $-3M | $-3M | $-5M | $-8M | $-3M | $-3M | $-3M | $-3M | $-3M | |
| Free Cash Flow | · | · | $42M | · | · | · | $35M | · | · | · | $83M | · | · | · | $-3M | · |
盈利能力 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.6% | 29.6% | 28.4% | · | 30.7% | 29.9% | 24.6% | · | 28.4% | 24.6% | 24.8% | · | 22.2% | 19.5% | 15.3% | · | |
| Operating Margin | 20.5% | 19.4% | 17.0% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| Net Margin | 16.7% | 15.5% | 16.5% | · | 16.9% | 16.6% | 14.4% | · | 16.0% | 13.1% | 12.4% | · | 9.6% | 4.9% | 0.92% | · | |
| Pretax Margin | 22.2% | 20.8% | 18.7% | · | 22.4% | 22.4% | 16.3% | · | 21.4% | 17.2% | 15.4% | · | 12.3% | 6.4% | 1.3% | · | |
| EBITDA Margin | 20.5% | 19.4% | 17.9% | · | 21.0% | 21.1% | 14.7% | · | 19.9% | 15.5% | 13.3% | · | 11.2% | 5.9% | 0.86% | · | |
| ROA | 4.3% | 4.3% | 4.1% | · | 5.1% | 5.1% | 4.0% | · | 6.0% | 4.7% | 3.6% | · | 3.3% | 1.7% | 0.25% | · | |
| ROE | 7.7% | 7.3% | 7.1% | · | 9.3% | 9.9% | 8.1% | · | 12.2% | 9.6% | 7.2% | · | 5.9% | 2.8% | 0.39% | · | |
| ROIC | 6.4% | 6.0% | 5.6% | · | 7.6% | 8.1% | 6.3% | · | 9.8% | 7.6% | 5.7% | · | 5.2% | 2.5% | 0.26% | · |
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 | 2.0 | 2.3 | 2.3 | · | 2.1 | 2.0 | 1.9 | · | 1.8 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.9 | · | |
| Quick Ratio | 1.6 | 1.8 | 1.7 | · | 1.5 | 1.5 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · |
效率 3
| 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 | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | |
| Inventory Turnover | 2.4 | 2.4 | 2.1 | · | 2.3 | 2.3 | 2.3 | · | 2.7 | 2.7 | 2.3 | · | 2.6 | 2.7 | 2.4 | · | |
| Receivables Turnover | 1.1 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.2 | · | 1.3 | 1.3 | 1.1 | · |
估值 (TTM) 11
| 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 | $1.15B | $1.11B | $1.06B | · | $1.09B | $1.06B | $979M | · | $930M | $813M | $685M | · | $626M | $562M | $497M | · | |
| Net Income TTM | $191M | $187M | $187M | · | $175M | $173M | $161M | · | $130M | $102M | $77M | · | $37M | $27M | $18M | · | |
| Market Cap | $10.43B | $6.57B | $3.87B | · | $2.54B | $2.06B | $2.67B | · | $1.72B | $1.71B | $1.06B | · | $767M | $539M | $445M | · | |
| P/E | 27.8 | 14.1 | 20.7 | · | 14.6 | 12.0 | 16.8 | · | 13.4 | 16.9 | 13.9 | · | 19.9 | 18.6 | 23.6 | · | |
| P/S | 9.1 | 5.9 | 3.7 | · | 2.3 | 1.9 | 2.7 | · | 1.8 | 2.1 | 1.5 | · | 1.2 | 1.0 | 0.9 | · | |
| P/B | 13.8 | 9.3 | 5.8 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Tangible Book | 14.0 | 9.4 | 5.9 | · | 4.3 | 3.8 | 5.4 | · | 3.9 | 4.3 | 2.9 | · | 2.4 | 1.8 | 1.5 | · | |
| P / Cash Flow | · | · | 88.7 | · | · | · | 72.1 | · | · | · | 12.6 | · | · | · | -810.0 | · | |
| P / FCF | · | · | 93.0 | · | · | · | 76.7 | · | · | · | 12.8 | · | · | · | -135.8 | · | |
| Earnings Yield | 3.6% | 7.1% | 4.8% | · | 6.8% | 8.3% | 5.9% | · | 7.4% | 5.9% | 7.2% | · | 5.0% | 5.4% | 4.2% | · | |
| Payout Ratio | · | · | 7.8% | · | · | · | 9.2% | · | · | · | 13.0% | · | · | · | 264.5% | · |
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
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| 收入 | $1.10B | $1.01B | $699M | $533M | $471M |
| 毛利率 % | 29.4% | 27.0% | 21.1% | 16.0% | 16.0% |
| 营业利润率 % | 19.7% | 17.7% | 8.9% | 1.4% | 0.22% |
| 净收入 | $181M | $150M | $55M | $14M | $631.0K |
| 稀释后每股收益 (EPS) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 |
资产负债表
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | — | — | — | 0.0 | 0.0 |
| 流动比率 | 2.1 | 1.8 | 1.6 | 2.0 | 2.5 |
| 速动比率 | 1.6 | 1.3 | 1.2 | 1.2 | 1.8 |
现金流
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| 自由现金流 | $155M | $97M | $175M | $-6M | $-33M |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 628 家申报者 · $5.9B 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 |
|---|---|---|---|---|
| 156 (+49 与上一季度对比) | 39 (0 与上一季度对比) | 395 (+237 与上一季度对比) | 33 (-143 与上一季度对比) | +14.1M |
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 | $446062972 | 1557700 | 7.57% | 股份 |
| FIRST TRUST ADVISORS LP | $408630279 | 1426981 | 6.94% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $367137002 | 1282082 | 6.23% | 股份 |
| Carnick & Kubik Group, LLC | $277281740 | 1627909 | 4.71% | 股份 |
| STATE STREET CORP | $273757010 | 955989 | 4.65% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $264312863 | 923009 | 4.49% | 股份 |
| Fisher Asset Management, LLC | $209506420 | 731619 | 3.56% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $170503338 | 595284 | 2.89% | 股份 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $126415340 | 441456 | 2.15% | 股份 |
| Jain Global LLC | $109160432 | 381200 | 1.85% | 卖出期权 |
| JANUS HENDERSON GROUP PLC | $107642222 | 199090 | 1.83% | 股份 |
| JANE STREET GROUP, LLC | $106869552 | 373200 | 1.81% | 买入期权 |
| CITADEL ADVISORS LLC | $90174764 | 314900 | 1.53% | 买入期权 |
| JANE STREET GROUP, LLC | $85021143 | 296903 | 1.44% | 股份 |
| Capital World Investors | $84540631 | 295225 | 1.43% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83523480 | 291673 | 1.42% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $75572695 | 263908 | 1.28% | 股份 |
| TCW GROUP INC | $72343986 | 252633 | 1.23% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $70733906 | 247010 | 1.20% | 股份 |
| JANE STREET GROUP, LLC | $69470936 | 242600 | 1.18% | 卖出期权 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63959079 | 223352 | 1.09% | 股份 |
| Walleye Trading LLC | $59333792 | 207200 | 1.01% | 买入期权 |
| GOLDMAN SACHS GROUP INC | $58450658 | 204116 | 0.99% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $56906605 | 198724 | 0.97% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $56815256 | 198405 | 0.96% | 股份 |
| Baird Financial Group, Inc. | $56313467 | 196652 | 0.96% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $52828266 | 184482 | 0.90% | 股份 |
| OBERWEIS ASSET MANAGEMENT INC/ | $51407634 | 179521 | 0.87% | 股份 |
| PEAK6 LLC | $48967560 | 171000 | 0.83% | 买入期权 |
| Encompass Capital Advisors LLC | $45502318 | 158899 | 0.77% | 股份 |
| Jain Global LLC | $42352644 | 147900 | 0.72% | 买入期权 |
| Portolan Capital Management, LLC | $41702893 | 145631 | 0.71% | 股份 |
| AMERIPRISE FINANCIAL INC | $38562575 | 134662 | 0.65% | 股份 |
| Stephens Investment Management Group LLC | $37526333 | 131046 | 0.64% | 股份 |
| Vision One Management Partners, LP | $37242263 | 130054 | 0.63% | 股份 |
| ENGINE NO. 1 LLC | $36272390 | 119000 | 0.62% | 股份 |
| D. E. Shaw & Co., Inc. | $34993192 | 122200 | 0.59% | 买入期权 |
| Munro Partners | $34220593 | 119502 | 0.58% | 股份 |
| CITADEL ADVISORS LLC | $34019568 | 118800 | 0.58% | 卖出期权 |
| RPG Investment Advisory, LLC | $33172801 | 115843 | 0.56% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $32645613 | 114002 | 0.55% | 股份 |
| Public Sector Pension Investment Board | $31733556 | 110817 | 0.54% | 股份 |
| Squarepoint Ops LLC | $31547136 | 110166 | 0.54% | 股份 |
| LPL Financial LLC | $30294546 | 105792 | 0.51% | 股份 |
| Allspring Global Investments Holdings, LLC | $30105577 | 113666 | 0.51% | 股份 |
| Hodges Capital Management Inc. | $27618563 | 96447 | 0.47% | 股份 |
| WINTON GROUP Ltd | $26443628 | 92344 | 0.45% | 股份 |
| TEMA ETFS LLC | $24335028 | 76338 | 0.41% | 股份 |
| Driehaus Capital Management LLC | $23677963 | 82686 | 0.40% | 股份 |
| ROYCE & ASSOCIATES LP | $22549991 | 78747 | 0.38% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $22168273 | 77414 | 0.38% | 股份 |
| Venture Visionary Partners LLC | $22120467 | 77247 | 0.38% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $21528259 | 75179 | 0.37% | 股份 |
| JENNISON ASSOCIATES LLC | $21358735 | 74587 | 0.36% | 股份 |
| Aperture Investors, LLC | $21275116 | 74295 | 0.36% | 股份 |
| LOOMIS SAYLES & CO L P | $21129645 | 73787 | 0.36% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $20146952 | 70355 | 0.34% | 股份 |
| Stratos Wealth Partners, LTD. | $19469741 | 67990 | 0.33% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $18274350 | 63816 | 0.31% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $18042398 | 63006 | 0.31% | 股份 |
| Swiss National Bank | $16740606 | 58460 | 0.28% | 股份 |
| Nicholas Investment Partners, LP | $16736024 | 58444 | 0.28% | 股份 |
| RHUMBLINE ADVISERS | $16596511 | 57957 | 0.28% | 股份 |
| Carnegie Investment Counsel | $14848478 | 51852 | 0.25% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $14650282 | 27076 | 0.25% | 股份 |
| ASSETMARK, INC | $14422590 | 50365 | 0.24% | 股份 |
| Private Advisory Group LLC | $13801979 | 48198 | 0.23% | 股份 |
| DANSKE BANK A/S | $13558860 | 47349 | 0.23% | 股份 |
| Legal & General Group Plc | $13252741 | 46280 | 0.22% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $12428883 | 43403 | 0.21% | 股份 |
| CONGRESS ASSET MANAGEMENT CO | $12157741 | 42456 | 0.21% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $11324965 | 39548 | 0.19% | 股份 |
| GKV Capital Management Co., Inc. | $11164890 | 38989 | 0.19% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $10917759 | 38126 | 0.19% | 股份 |
| BlackRock, Inc. | $10717023 | 37425 | 0.18% | 股份 |
| UBS Group AG | $10650874 | 37194 | 0.18% | 股份 |
| Quantum Private Wealth, LLC | $10647509 | 37182 | 0.18% | 股份 |
| D. E. Shaw & Co., Inc. | $10165780 | 35500 | 0.17% | 卖出期权 |
| MARSHALL WACE, LLP | $10020309 | 34992 | 0.17% | 股份 |
| ALGERT GLOBAL LLC | $9961892 | 34788 | 0.17% | 股份 |
| CI INVESTMENTS INC. | $9729940 | 33978 | 0.17% | 股份 |
| INTECH INVESTMENT MANAGEMENT LLC | $9525765 | 33265 | 0.16% | 股份 |
| GREAT VALLEY ADVISOR GROUP, INC. | $9450438 | 33000 | 0.16% | 股份 |
| Pier Capital, LLC | $9180415 | 32059 | 0.16% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $9054703 | 31620 | 0.15% | 股份 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8877733 | 31002 | 0.15% | 股份 |
| Rockline Wealth Management, LLC | $8859650 | 30939 | 0.15% | 股份 |
| POLEN CAPITAL MANAGEMENT LLC | $8356271 | 29181 | 0.14% | 股份 |
| CHATHAM CAPITAL GROUP, INC. | $8355486 | 29178 | 0.14% | 股份 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $8209368 | 28668 | 0.14% | 股份 |
| PRUDENTIAL FINANCIAL INC | $7966249 | 27819 | 0.14% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $7915277 | 27641 | 0.13% | 股份 |
| CIBC WORLD MARKET INC. | $7755202 | 27082 | 0.13% | 股份 |
| NewEdge Advisors, LLC | $7714796 | 26941 | 0.13% | 股份 |
| Vest Financial, LLC | $7543009 | 26341 | 0.13% | 股份 |
| Abacus FCF Advisors LLC | $7455955 | 26037 | 0.13% | 股份 |
| Informed Momentum Co LLC | $7282135 | 25430 | 0.12% | 股份 |
| KENNEDY CAPITAL MANAGEMENT LLC | $7280130 | 25423 | 0.12% | 股份 |
| Liberty Capital Management, Inc. | $7197945 | 25136 | 0.12% | 股份 |
| FORA Capital, LLC | $6930661 | 24206 | 0.12% | 股份 |
公司内部人士 39 位内幕人士 · 18 位高管 · 20 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 |
|---|---|---|---|---|---|---|
| Michael Allan Lucas | President & CEO | 2015年10月1日 A | 78734 | 0 | 0 | $0 |
| Patrick L Mcdonald | President & CEO | 2010年12月6日 A | 29528 | 0 | 0 | $0 |
| Don R Madison | Executive Vice President, CFO | 2018年12月19日 A | 85821 | 0 | 0 | $0 |
| Neil Dial | COO | 2014年10月1日 F | 3600 | 0 | 0 | $0 |
| Michael William Metcalf | Exec Vice President | 2026年6月30日 S | 78900 | 0 | 37 | $-3820817 |
| Peter G Hoglund | Vice Pres, Global Service | 2026年6月26日 F | 5394 | 0 | 0 | $0 |
| William Marshall Mauney Jr | Vice President, R&D | 2026年5月11日 S | 10853 | 0 | 8 | $-1804406 |
| Ping Ni | Corp Controller | 2026年2月11日 S | 2023 | 0 | 1 | $-41300 |
| David L Eckenrode | Assistant Secretary/Treasurer | 2026年2月10日 S | 443 | 0 | 1 | $-168150 |
| John Birchall | Managing Director | 2026年2月9日 S | 6567 | 0 | 2 | $-2178090 |
| Terry B Mckertcher | Vice President, Operations | 2026年2月6日 S | 4433 | 0 | 6 | $-2387654 |
| Davide Tuninetti | CHIEF HUMAN RESOURCE OFFICER | 2026年2月3日 F | 1070 | 0 | 0 | $0 |
| Frederick N Mudge | Vice President, Operations | 2026年1月2日 F | 29921 | 0 | 1 | $-1776000 |
| Robert B Callahan | Chief Human Resource Officer | 2024年12月20日 F | 17100 | 0 | 0 | $0 |
| Milburn E Honeycutt | Vice Pres, Corp Controller | 2024年1月5日 F | 27783 | 0 | 0 | $0 |
| Mark W Reid | Exec Vice President | 2006年12月12日 A | 0 | 0 | 0 | $0 |
| Robert B Gregory | Corporate Controller | 2005年3月18日 M | 0 | 0 | 0 | $0 |
| M M Gus Zeller | Vice President | 2004年9月10日 M | 0 | 0 | 0 | $0 |
| Mohit Singh | 董事 | 2026年5月28日 S | 2730 | 0 | 1 | $-395834 |
| Katheryn Baucom Curtis | 董事 | 2026年2月18日 A | 5960 | 0 | 0 | $0 |
| Alaina K Brooks | 董事 | 2026年2月18日 A | 3760 | 0 | 0 | $0 |
| John Stacey | 董事 | 2026年2月18日 A | 6160 | 0 | 0 | $0 |
| James W Mcgill | 董事 | 2026年2月18日 A | 10360 | 0 | 0 | $0 |
| Christopher E Cragg | 董事 | 2025年8月26日 G | 12410 | 0 | 0 | $0 |
| Mark W. Smith | 董事 | 2025年8月1日 A | 230 | 0 | 0 | $0 |
| John David White | 董事 | 2023年5月24日 S | 19700 | 0 | 0 | $0 |
| Perry L Elders | 董事 | 2022年2月16日 A | 11200 | 0 | 0 | $0 |
| Bonnie V Hancock | 董事 | 2019年2月20日 A | 1000 | 0 | 0 | $0 |
| William N. Clelland | 董事 | 2017年2月22日 A | 32000 | 0 | 0 | $0 |
| Scott E Rozzell | 董事 | 2017年2月22日 A | 13500 | 0 | 0 | $0 |
| Stephen W Seale JR | 董事 | 2017年2月22日 A | 9117 | 0 | 0 | $0 |
| Eugene L Butler | 董事 | 2017年2月22日 A | 24000 | 0 | 0 | $0 |
| Joseph L Becherer | 董事 | 2015年9月16日 P | 23191 | 0 | 0 | $0 |
| Robert C Tranchon | 董事 | 2015年2月25日 A | 12600 | 0 | 0 | $0 |
| James F Clark | 董事 | 2013年1月3日 S | 16500 | 0 | 0 | $0 |
| Ronald J Wolny | 董事 | 2010年6月15日 A | 26150 | 0 | 0 | $0 |
| Thomas W Powell | 10% 所有者 | 2026年6月25日 S | 564736 | 0 | 13 | $-50956063 |
| Richard E Williams | — | 2026年8月14日 S | 37380 | 0 | 4 | $-2027603 |
| Brett Alan Cope | — | 2026年8月13日 S | 512733 | 0 | 7 | $-6337235 |
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 2 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 |
|---|---|---|---|---|---|
| Thomas W. Powell ×2 申报 | 2024年10月10日 | — | 初始申报 | — | SEC |
| 未披露的报告人 | 2003年7月2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 98 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 |
|---|---|---|---|---|
| VOLT · Tema ETF Trust | 8.05% | 204843 NS | 2026年5月31日 | N-PORT |
| RSHO · Tema ETF Trust | 7.81% | 75229 NS | 2026年5月31日 | N-PORT |
| POW · Tidal Trust III | 6.24% | 14833 NS | 2026年5月31日 | N-PORT |
| CAFG · Pacer Funds Trust | 5.00% | 4092 NS | 2026年4月30日 | N-PORT |
| PWRD · TCW ETF Trust | 4.37% | 232169 NS | 2026年4月30日 | N-PORT |
| PRN · Invesco Exchange-Traded Fund Trust | 2.23% | 46314 SH | 2026年8月8日 | 每日 |
| ALIL · EA Series Trust | 1.87% | 1683 NS | 2026年5月29日 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trus... | 1.79% | 16610 SH | 2026年8月8日 | 每日 |
| XSMO · Invesco Exchange-Traded Fund Trust | 1.75% | 256792 SH | 2026年8月8日 | 每日 |
| JSML · Janus Detroit Street Trust | 1.73% | 19656 NS | 2026年4月30日 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1.72% | 60663 NS | 2026年4月30日 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trus... | 1.60% | 24383 SH | 2026年8月8日 | 每日 |
| SDVD · First Trust Exchange-Traded Fund IV | 1.52% | 45695 NS | 2026年4月30日 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 1.49% | 9775 SH | 2026年8月8日 | 每日 |
| ABFL · Abacus FCF ETF Trust | 1.45% | 25935 NS | 2026年4月30日 | N-PORT |
| HAPS · Harbor ETF Trust | 1.27% | 7208 NS | 2026年4月30日 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 1.12% | 10890 NS | 2026年5月31日 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1.10% | 23813 SH | 2026年8月8日 | 每日 |
| HECO · SSGA Active Trust | 1.06% | 3117 NS | 2026年4月30日 | N-PORT |
| DECO · SSGA Active Trust | 1.05% | 598 NS | 2026年4月30日 | N-PORT |
| FNY · First Trust Exchange-Traded Alpha... | 1.02% | 19008 NS | 2026年4月30日 | N-PORT |
| SMIZ · Zacks Trust | 0.94% | 8493 NS | 2026年5月31日 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.89% | 33826 SH | 2026年8月8日 | 每日 |
| MMSC · First Trust Exchange-Traded Fund ... | 0.89% | 1635 NS | 2026年5月31日 | N-PORT |
| POWR · iShares, Inc. | 0.76% | 16719 SH | 2026年8月8日 | 每日 |
| OASC · Unified Series Trust | 0.76% | 2247 NS | 2026年5月31日 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund ... | 0.66% | 2287 NS | 2026年5月31日 | N-PORT |
| IJT · iShares Trust | 0.66% | 263903 SH | 2026年8月8日 | 每日 |
| ESSC · Strategy Shares | 0.58% | 534 NS | 2026年4月30日 | N-PORT |
| VUSE · ETF Series Solutions | 0.56% | 13650 NS | 2026年5月31日 | N-PORT |
| PAVE · Global X Funds | 0.56% | 268116 NS | 2026年5月31日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.44% | 99338 SH | 2026年8月8日 | 每日 |
| FNX · First Trust Exchange-Traded Alpha... | 0.42% | 20178 NS | 2026年4月30日 | N-PORT |
| SMDX · Tidal Trust III | 0.41% | 1866 NS | 2026年4月30日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.41% | 10731 NS | 2026年4月30日 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trus... | 0.41% | 4924 SH | 2026年8月8日 | 每日 |
| BFOR · ALPS ETF Trust | 0.39% | 2937 NS | 2026年5月31日 | N-PORT |
| XJR · iShares Trust | 0.37% | 3358 SH | 2026年8月8日 | 每日 |
| SAA · ProShares Trust | 0.36% | 339 NS | 2026年5月31日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.36% | 1035 NS | 2026年4月30日 | N-PORT |
| IJR · iShares Trust | 0.32% | 1732967 SH | 2026年8月8日 | 每日 |
| DWAS · Invesco Exchange-Traded Fund Trus... | 0.32% | 6801 SH | 2026年8月8日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.30% | 5227 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.24% | 12450 NS | 2026年4月30日 | N-PORT |
| SMLF · iShares Trust | 0.24% | 49395 SH | 2026年8月8日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.23% | 386006 SH | 2026年8月8日 | 每日 |
| EBIT · Harbor ETF Trust | 0.21% | 87 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.21% | 106518 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.20% | 1348 NS | 2026年5月31日 | N-PORT |
| ISCG · iShares Trust | 0.19% | 9351 SH | 2026年8月8日 | 每日 |