SBAC SBA Communications Corporation - Class A Common Stock

NASDAQ · Real Estate · 在 SEC EDGAR 上查看 ↗
$182.97
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026
52周区间
$162–$225
33% of range
分析师评级
BUY
27 analysts
目标价
$228
+25% upside
P/E (TTM)
18.7
ROE
-21.5%
净利润率
37.4%

关于 SBA Communications Corporation - Class A Common Stock 公司概况（来自维基百科）

SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.

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SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.

## Operations

The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.

SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

SBAC 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$182.97
市值
$19.33B
P/E (TTM)
18.7
每股收益 (TTM)
$9.80
营收 (TTM)
$2.82B
股息收益率
2.5%
ROE
-21.5%
负债/权益
-2.7
52周区间
$162 – $225

SBAC 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

营收与净利润 $2.82B
10-point trend, +72.4%
2016-12-31 → 2025-12-31
EPS $9.80
10-point trend, +1506.6%
2016-12-31 → 2025-12-31
自由现金流 $1.07B
10-point trend, +77.0%
2016-12-31 → 2025-12-31
利润率 37.4%
10-point trend, +1.7%
2016-12-31 → 2025-12-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
SBAC
同行中位数
P/E (TTM)
5-point trend, -89.1%
18.7
26.9
P/S (TTM) (市销率 (TTM))
5-point trend, -60.5%
6.9
7.2
P/B (市净率)
5-point trend, +47.5%
-4.0
22.6
EV / EBITDA (企业价值 / EBITDA)
5-point trend, -44.8%
19.5
—
Price / FCF (股价/自由现金流)
5-point trend, -52.2%
18.1
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
SBAC
同行中位数
Gross Margin (毛利率)
5-point trend, -1.2%
75.5%
74.0%
Operating Margin (营业利润率)
5-point trend, +40.7%
47.7%
—
Net Profit Margin (净利润率)
5-point trend, +263.8%
37.4%
26.8%
ROA
5-point trend, +265.3%
9.2%
4.6%
ROE
5-point trend, -363.8%
-21.5%
21.0%
ROIC
5-point trend, +35.1%
14.2%
—

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
SBAC
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, -14.1%
-2.7
—
Current Ratio (流动比率)
5-point trend, -71.0%
0.3
0.3
Quick Ratio (速动比率)
5-point trend, -78.3%
0.2
—

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
SBAC
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +21.9%
5.1%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +21.9%
2.2%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +21.9%
6.2%
—
EPS YoY
5-point trend, +357.9%
41.2%
—
Net Income YoY (净利润同比增长)
5-point trend, +343.4%
40.6%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
SBAC
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +357.9%
$9.80
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
SBAC
同行中位数
Payout Ratio (派息率)
5-point trend, -57.4%
45.5%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
2.5%
派息率
45.5%
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年5月22日$1.2500
2026年3月13日$1.2500
2025年11月13日$1.1100
2025年8月21日$1.1100
2025年5月22日$1.1100
2025年3月13日$1.1100
2024年11月14日$0.9800
2024年8月22日$0.9800
2024年5月22日$0.9800
2024年3月13日$0.9800
2023年11月15日$0.8500
2023年8月23日$0.8500
2023年5月25日$0.8500
2023年3月9日$0.8500
2022年11月16日$0.7100
2022年8月24日$0.7100
2022年5月18日$0.7100
2022年3月9日$0.7100
2021年11月17日$0.5800
2021年8月25日$0.5800

SBAC 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 27 位分析师
  • 强烈买入 4 14.8%
  • 买入 13 48.1%
  • 持有 10 37.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

20 位分析师 · 2026-08-18
中位数目标 $229.50 +25.4%
平均目标 $228.25 +24.7%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
-0.19%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $1.87 $1.92 -0.05%
2026年3月31日 $1.74 $1.81 -0.07%
2025年12月31日 $3.47 $3.87 -0.40%
2025年9月30日 $2.20 $2.24 -0.04%
2025年6月30日 $2.09 $2.16 -0.07%
2025年3月31日 $1.77 $2.27 -0.50%

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
SBAC $20.44B 19.7 5.1% 37.4% -21.5% 75.5%
AMT $81.87B 32.5 5.1% 24.7% 74.7% —
CCI $38.66B 88.0 -4.4% 10.4% -29.4% —

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 16
SBAC 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +84.4% $2.82B $2.68B $2.71B $2.63B $2.31B $2.08B $2.01B $1.87B $1.73B $1.63B $1.64B $1.53B
Cost of Revenue 12-point trend, -53.6% $199M $119M $140M $223M $159M $103M $119M $96M $87M $421M $444M $428M
Gross Profit 12-point trend, +93.4% $2.12B $2.10B $2.10B $1.96B $1.76B $1.61B $1.52B $1.40B $1.28B $1.21B $1.19B $1.10B
SG&A Expense 12-point trend, +168.7% $278M $259M $268M $262M $220M $194M $193M $143M $131M $143M $115M $103M
Operating Expenses 12-point trend, +23.7% $1.47B $1.24B $1.79B $1.71B $1.53B $1.45B $1.43B $1.32B $1.27B $1.25B $1.33B $1.19B
Operating Income 12-point trend, +299.0% $1.34B $1.44B $924M $925M $782M $634M $583M $544M $459M $387M $312M $337M
Interest Income 12-point trend, +4578.9% $32M $42M $18M $10M $3M $3M $6M $7M $11M $11M $4M $677.0K
Other Non-op 12-point trend, +3345.7% $366M $-250M $63M $10M $-74M $-222M $14M $-86M $-2M $94M $-139M $11M
Pretax Income 12-point trend, +8031.3% $1.24B $773M $549M $526M $253M $-18M $187M $52M $117M $87M $-167M $-16M
Income Tax 12-point trend, +2072.3% $188M $24M $51M $66M $15M $-42M $40M $4M $13M $11M $9M $9M
Net Income 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
EPS (Basic) 12-point trend, +5273.7% $9.83 $6.96 $4.64 $4.27 $2.17 $0.22 $1.30 $0.41 $0.86 $0.61 $-1.37 $-0.19
EPS (Diluted) 12-point trend, +5257.9% $9.80 $6.94 $4.61 $4.22 $2.14 $0.21 $1.28 $0.41 $0.86 $0.61 $-1.37 $-0.19
Shares (Basic) 12-point trend, -16.8% 107,207,000 107,644,000 108,204,000 107,957,000 109,328,000 111,532,000 112,809,000 114,909,000 119,860,000 124,448,000 127,794,000 128,919,000
Shares (Diluted) 12-point trend, -16.6% 107,533,000 108,080,000 108,907,000 109,386,000 111,177,000 113,465,000 114,693,000 116,515,000 121,022,000 125,144,000 127,794,000 128,919,000
EBITDA 12-point trend, +69.7% $1.64B $1.71B $1.64B $1.63B $1.48B $1.36B $1.28B $1.22B $1.10B $1.03B $972M $964M
资产负债表 27
SBAC 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +570.8% $265M $190M $209M $144M $367M $309M $108M $143M $69M $146M $118M $39M
Short-term Investments 10-point trend, +18.9% $7M $255M $1M $1M $778.0K $700.0K $500.0K · · $223.0K $706.0K $6M
Receivables 12-point trend, +64.2% $171M $146M $183M $184M $102M $74M $132M $111M $91M $78M $83M $104M
Prepaid Expense 12-point trend, +49.1% $142M $417M $39M $33M $31M $24M $37M $63M $50M $52M $50M $95M
Other Current Assets 10-point trend, +90.3% $35M $23M $17M $13M $16M $13M $28M $15M $16M $18M · ·
Current Assets 12-point trend, +136.6% $773M $1.98B $484M $483M $614M $473M $334M $374M $260M $325M $294M $327M
PP&E (Net) 12-point trend, +23.1% $3.40B $2.79B $2.71B $2.71B $2.58B $2.68B $2.79B $2.79B $2.81B $2.79B $2.78B $2.76B
PP&E (Gross) 12-point trend, +64.8% $7.76B $7.07B $6.96B $6.69B $6.28B $6.12B $5.99B $5.71B $5.49B $5.23B $4.98B $4.71B
Accum. Depreciation 12-point trend, +124.0% $4.36B $4.28B $4.25B $3.97B $3.70B $3.45B $3.19B $2.92B $2.68B $2.44B $2.19B $1.95B
Intangibles 12-point trend, -31.2% $2.88B $2.39B $2.46B $2.78B $2.80B $3.16B $3.63B $3.33B $3.60B $3.66B $3.74B $4.19B
Other Non-current Assets 12-point trend, +39.6% $652M $657M $812M $722M $576M $478M $432M $722M $650M $587M $501M $467M
Total Assets 12-point trend, +47.6% $11.58B $11.42B $10.18B $10.59B $9.80B $9.16B $9.76B $7.21B $7.32B $7.36B $7.31B $7.84B
Accounts Payable 12-point trend, +70.4% $73M $60M $42M $51M $34M $110M $32M $34M $33M $28M $27M $43M
Accrued Liabilities 12-point trend, +42.6% $94M $82M $93M $101M $68M $63M $68M $64M $70M $61M $64M $66M
Current Liabilities 12-point trend, +709.0% $2.68B $1.80B $1.36B $697M $616M $615M $1.05B $1.21B $279M $873M $273M $331M
Capital Leases 12-point trend, +154942.3% $2.11B $1.90B $1.86B $2.04B $1.98B $2.09B $2.28B $811.0K $850.0K $2M $2M $1M
Deferred Tax 5-point trend, -57.6% · · · · · · · $33M $29M $27M $25M $77M
Other Non-current Liabilities 12-point trend, +71.7% $588M $368M $404M $248M $191M $186M $271M $387M $350M $335M $314M $343M
Long-term Debt 12-point trend, +64.1% $12.90B $13.59B $12.32B $12.87B $12.30B $11.10B $10.33B $9.94B $9.31B $8.78B $8.45B $7.86B
Total Debt 12-point trend, +64.1% $12.90B $13.59B $12.32B $12.87B $12.30B $11.10B $10.33B $9.94B $9.31B $8.78B $8.54B $7.86B
Common Stock 12-point trend, -18.1% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 12-point trend, +48.3% $3.06B $2.98B $2.89B $2.80B $2.68B $2.59B $2.46B $2.27B $2.17B $2.01B $1.96B $2.06B
Retained Earnings 12-point trend, -185.2% $-7.25B $-7.33B $-7.45B $-7.48B $-7.20B $-6.60B $-5.56B $-5.14B $-4.39B $-3.64B $-3.17B $-2.54B
AOCI 12-point trend, -263.9% $-664M $-760M $-615M $-591M $-762M $-808M $-569M $-512M $-379M $-370M $-502M $-182M
Stockholders' Equity 12-point trend, -634.5% $-4.85B $-5.11B $-5.17B $-5.28B $-5.28B $-4.82B $-3.67B $-3.38B $-2.60B $-2.00B $-1.71B $-661M
Liabilities + Equity 12-point trend, +47.6% $11.58B $11.42B $10.18B $10.59B $9.80B $9.16B $9.76B $7.21B $7.32B $7.36B $7.31B $7.84B
Shares Outstanding 12-point trend, -18.2% 105,666,000 107,561,000 108,050,000 107,997,000 108,956,000 109,819,000 111,775,000 112,433,000 116,446,000 121,004,000 125,743,000 129,134,000
现金流 14
SBAC 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, -53.4% $292M $270M $716M $708M $700M $722M $697M $672M $643M $638M $660M $627M
Stock-based Comp 12-point trend, +234.1% $76M $74M $88M $100M $84M $69M $73M $42M $38M $33M $29M $23M
Deferred Tax 11-point trend, +19607.7% $104M $-13M $5M $33M $-9M $-63M $16M $-15M · $1M $-5.0K $530.0K
Amort. of Intangibles 12-point trend, -66.0% $115M $107M $397M $406M $412M $434M $415M $403M $384M $370M $363M $338M
Other Non-cash 12-point trend, -614.1% $-235M $255M $234M $-16M $176M $374M $53M $89M $33M $-6M $224M $46M
Operating Cash Flow 12-point trend, +91.5% $1.29B $1.33B $1.54B $1.29B $1.19B $1.13B $970M $851M $818M $743M $723M $674M
CapEx 12-point trend, +6.4% $225M $228M $237M $214M $134M $129M $154M $150M $147M $140M $209M $211M
Investing Cash Flow 11-point trend, +18.3% $-602M $-809M $-468M $-1.39B $-1.42B $-446M $-947M $-618M $-605M $-428M $-737M ·
Stock Repurchased 11-point trend, +10.6% $498M $200M $100M $432M $583M $859M $467M $796M $855M $546M $450M ·
Net Stock Activity 11-point trend, -10.6% $-498M $-200M $-100M $-432M $-583M $-859M $-467M $-796M $-855M $-546M $-450M ·
Dividends Paid 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·
Financing Cash Flow 11-point trend, -2296.1% $-1.66B $646M $-1.02B $-135M $339M $-469M $-62M $-149M $-295M $-289M $76M ·
Net Change in Cash 12-point trend, -1096.9% $-964M $1.15B $62M $-246M $93M $202M $-37M $74M $-82M $39M $49M $-81M
Free Cash Flow 12-point trend, +131.7% $1.07B $1.11B $1.31B $1.07B $1.06B $997M $816M $701M $671M $603M $528M $460M
盈利能力 8
SBAC 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +4.9% 75.5% 78.3% 77.4% 74.6% 76.4% 77.1% 75.5% 74.9% 74.2% 74.2% 72.9% 71.9%
Operating Margin 12-point trend, +116.4% 47.7% 53.6% 34.1% 35.1% 33.9% 30.4% 29.0% 29.2% 26.5% 23.7% 19.1% 22.0%
Net Margin 12-point trend, +2454.1% 37.4% 28.0% 18.5% 17.5% 10.3% 1.2% 7.3% 2.5% 6.0% 4.7% -10.7% -1.6%
Pretax Margin 12-point trend, +4383.5% 44.1% 28.8% 20.2% 20.0% 10.9% -0.85% 9.3% 2.8% 6.8% 5.3% -10.2% -1.0%
EBITDA Margin 12-point trend, -8.0% 58.1% 63.6% 60.5% 62.0% 64.2% 65.1% 63.6% 65.2% 63.8% 62.8% 59.4% 63.1%
ROA 12-point trend, +2878.8% 9.2% 6.9% 4.8% 4.5% 2.5% 0.25% 1.7% 0.65% 1.4% 1.0% -2.3% -0.33%
ROE 12-point trend, -234.6% -21.5% -14.6% -9.7% -8.7% -4.6% -0.52% -4.1% -1.5% -4.5% -4.1% 14.8% 16.0%
ROIC 12-point trend, +95.4% 14.2% 16.4% 11.7% 10.7% 10.5% -13.7% 6.9% 7.6% 6.1% 5.0% 4.8% 7.2%
流动性与偿付能力 4
SBAC 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -70.8% 0.3 1.1 0.4 0.7 1.0 0.8 0.3 0.3 0.9 0.4 1.1 1.0
Quick Ratio 12-point trend, -63.4% 0.2 0.3 0.3 0.5 0.8 0.6 0.2 0.2 0.6 0.3 0.7 0.5
Debt / Equity 12-point trend, +77.7% -2.7 -2.7 -2.4 -2.4 -2.3 -2.3 -2.8 -2.9 -3.6 -4.4 -5.0 -11.9
LT Debt / Equity 12-point trend, +80.9% -2.3 -2.4 -2.3 -2.4 -2.3 -2.3 -2.7 -2.7 -3.6 -4.1 -5.0 -11.8
效率 2
SBAC 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +17.3% 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.3 0.2 0.2 0.2 0.2
Receivables Turnover 12-point trend, +2.1% 17.8 16.3 14.8 18.4 26.2 20.2 16.6 18.5 20.4 20.2 17.5 17.4
每股 5
SBAC 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -238.5% $-45.93 $-47.51 $-47.86 $-48.86 $-48.49 $-43.93 $-32.81 $-30.03 $-22.32 $-16.49 $-13.57 ·
Revenue / Share 10-point trend, +100.6% $26.18 $24.79 $24.90 $24.07 $20.77 $18.36 $17.57 $16.01 $14.28 $13.05 · ·
Cash Flow / Share 10-point trend, +102.4% $12.01 $12.35 $14.18 $11.75 $10.70 $9.92 $8.46 $7.30 $6.76 $5.93 · ·
Cash / Share 11-point trend, +166.7% $2.50 $1.76 $1.93 $1.33 $3.37 $2.81 $0.97 $1.28 $0.59 $1.21 $0.94 ·
EPS (TTM) 12-point trend, +5257.9% $9.80 $6.94 $4.61 $4.22 $2.14 $0.21 $1.28 $0.41 $0.86 $0.61 $-1.37 $-0.19
增长率 10
SBAC 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -53.3% 5.1% -1.2% 3.0% 14.1% 10.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -75.5% 2.2% 5.1% 9.2% · · · · · · · · ·
Revenue CAGR 5Y 6.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -95.5% 41.2% 50.5% 9.2% 97.2% 919.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -82.0% 32.4% 48.0% 180.0% · · · · · · · · ·
EPS CAGR 5Y 115.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, -95.4% 40.6% 49.4% 8.8% 94.2% 885.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -81.9% 31.7% 46.7% 175.1% · · · · · · · · ·
Net Income CAGR 5Y 112.9% · · · · · · · · · · ·
Dividend CAGR 5Y 18.2% · · · · · · · · · · ·
估值 (TTM) 16
SBAC 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +84.4% $2.82B $2.68B $2.71B $2.63B $2.31B $2.08B $2.01B $1.87B $1.73B $1.63B $1.64B $1.53B
Net Income TTM 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
Market Cap 11-point trend, +54.7% $20.44B $21.92B $27.41B $30.27B $42.39B $30.98B $26.94B $18.20B $19.02B $12.49B $13.21B ·
Enterprise Value 11-point trend, +52.8% $33.07B $35.07B $39.53B $43.00B $54.32B $41.77B $37.16B $28.00B $28.26B $21.12B $21.64B ·
P/E 12-point trend, +103.4% 19.7 29.4 55.0 66.4 181.8 1343.5 188.3 394.9 190.0 169.3 -76.7 -582.9
P/S 11-point trend, -10.0% 7.3 8.2 10.1 11.5 18.4 14.9 13.4 9.8 11.0 7.7 8.1 ·
P/B 11-point trend, +45.6% -4.2 -4.3 -5.3 -5.7 -8.0 -6.4 -7.3 -5.4 -7.3 -6.3 -7.7 ·
P / Cash Flow 11-point trend, -11.7% 15.8 16.4 17.7 23.5 35.6 27.5 27.8 21.4 23.2 16.8 17.9 ·
P / FCF 11-point trend, -23.3% 19.2 19.8 21.0 28.3 40.1 31.1 33.0 26.0 28.3 20.7 25.0 ·
EV / EBITDA 11-point trend, -9.1% 20.2 20.6 24.1 26.3 36.6 30.8 29.0 23.0 25.7 20.6 22.2 ·
EV / FCF 11-point trend, -24.3% 31.0 31.7 30.2 40.1 51.4 41.9 45.6 39.9 42.1 35.1 40.9 ·
EV / Revenue 11-point trend, -11.0% 11.7 13.1 14.6 16.3 23.5 20.1 18.4 15.0 16.4 12.9 13.2 ·
Dividend Yield 7-point trend, +654.8% 2.3% 1.9% 1.4% 1.0% 0.60% 0.67% 0.31% · · · · ·
Earnings Yield 12-point trend, +3082.4% 5.1% 3.4% 1.8% 1.5% 0.55% 0.07% 0.53% 0.25% 0.53% 0.59% -1.3% -0.17%
Payout Ratio 7-point trend, -19.9% 45.5% 56.6% 73.7% 66.5% 106.7% 861.6% 56.7% · · · · ·
Annual Payout 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·

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
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $2.82B$2.68B$2.71B$2.63B$2.31B
毛利率 % 75.5%78.3%77.4%74.6%76.4%
营业利润率 % 47.7%53.6%34.1%35.1%33.9%
净收入 $1.05B$750M$502M$461M$238M
稀释后每股收益 (EPS) $9.80$6.94$4.61$4.22$2.14
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 -2.7-2.7-2.4-2.4-2.3
流动比率 0.31.10.40.71.0
速动比率 0.20.30.30.50.8
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $1.07B$1.11B$1.31B$1.07B$1.06B

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) 744 家申报者 · $12.5B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
99 (-10 与上一季度对比) 65 (-30 与上一季度对比) 245 (+33 与上一季度对比) 222 (-25 与上一季度对比) +2.0M

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
Dodge & Cox $2174561401 12323254 17.40% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $1732318231 9817059 13.86% 股份
VANGUARD CAPITAL MANAGEMENT LLC $1224098079 6936972 9.80% 股份
STATE STREET CORP $903345325 5119264 7.23% 股份
GEODE CAPITAL MANAGEMENT, LLC $495816641 2821070 3.97% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $301789833 1710245 2.42% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $276754041 1568367 2.21% 股份
NORGES BANK $261810879 1483684 2.10% 股份
DIMENSIONAL FUND ADVISORS LP $261561482 1482271 2.09% 股份
Diamond Hill Capital Management, LLC (Investment Advisor) $228366591 1294155 1.83% 股份
CITADEL ADVISORS LLC $213326729 1208924 1.71% 股份
Alyeska Investment Group, L.P. $175058378 992057 1.40% 股份
CANADA PENSION PLAN INVESTMENT BOARD $160195329 907828 1.28% 股份
Long Pond Capital, LP $158587249 898715 1.27% 股份
FMR LLC $154090918 873234 1.23% 股份
EARNEST PARTNERS LLC $135516516 767973 1.08% 股份
MILLENNIUM MANAGEMENT LLC $123469238 699701 0.99% 股份
NORDEA INVESTMENT MANAGEMENT AB $111874471 636917 0.90% 股份
VANGUARD FIDUCIARY TRUST CO $105071695 595442 0.84% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $101896827 577450 0.82% 股份
Permit Capital, LLC $101519556 575312 0.81% 股份
ATLAS Infrastructure Partners (UK) Ltd. $93951186 532422 0.75% 股份
Long Pond Capital, LP $86465400 490000 0.69% 买入期权
RUSH ISLAND MANAGEMENT, LP $80516933 456290 0.64% 股份
Woodline Partners LP $65648767 372032 0.53% 股份
GRS Advisors, LLC $65090624 368869 0.52% 股份
Quantinno Capital Management LP $61494759 348491 0.49% 股份
CI INVESTMENTS INC. $61196504 346801 0.49% 股份
GOLDMAN SACHS GROUP INC $60418201 342390 0.48% 股份
REAVES W H & CO INC $56901997 322464 0.46% 股份
Legal & General Group Plc $53149928 301201 0.43% 股份
Swiss National Bank $52638018 298300 0.42% 股份
AMERIPRISE FINANCIAL INC $49917991 282872 0.40% 股份
BNP PARIBAS FINANCIAL MARKETS $46870070 265613 0.38% 股份
Mitsubishi UFJ Asset Management Co., Ltd. $46487152 263443 0.37% 股份
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $44821016 254001 0.36% 股份
BANK OF AMERICA CORP /DE/ $41023597 232481 0.33% 股份
RHUMBLINE ADVISERS $40909847 231837 0.33% 股份
Vanguard Global Advisers, LLC $40318287 228484 0.32% 股份
VANGUARD ASSET MANAGEMENT, Ltd $36248413 205420 0.29% 股份
Jain Global LLC $34752385 196942 0.28% 股份
NEUBERGER BERMAN GROUP LLC $34645152 196334 0.28% 股份
Sumitomo Mitsui Trust Group, Inc. $33873085 191959 0.27% 股份
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $33815206 191631 0.27% 股份
VANGUARD GROUP INC $33663203 174033 0.27% 股份
BlackRock, Inc. $33583338 190317 0.27% 股份
Qube Research & Technologies Ltd $33338588 188930 0.27% 股份
Clearbridge Investments, LLC $32767884 185696 0.26% 股份
Ilex Capital Partners (UK) LLP $30701570 173986 0.25% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $29324102 170380 0.23% 股份
BOOTHBAY FUND MANAGEMENT, LLC $29287949 165975 0.23% 股份
SORA INVESTORS LLC $26115198 147995 0.21% 股份
Nuveen Asset Management, LLC $25838987 126786 0.21% 股份
Kodai Capital Management LP $25777692 117166 0.21% 股份
California Public Employees Retirement System $24495295 138815 0.20% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $23167418 131116 0.19% 股份
BARCLAYS PLC $22743577 128888 0.18% 股份
Partners Group Holding AG $22422596 127069 0.18% 股份
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $21746577 123238 0.17% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $20945802 118700 0.17% 卖出期权
Magellan Asset Management Ltd $20462831 115963 0.16% 股份
Benchstone Capital Management LP $20091030 113856 0.16% 股份
UniSuper Management Pty Ltd $19355721 109689 0.15% 股份
Skylands Capital, LLC $19212965 108880 0.15% 股份
Vanguard Investments Australia, Ltd. $19106912 108279 0.15% 股份
Maryland State Retirement & Pension System $18666821 105785 0.15% 股份
TUDOR INVESTMENT CORP ET AL $18337900 103921 0.15% 股份
AVIVA PLC $18316372 103799 0.15% 股份
ENVESTNET ASSET MANAGEMENT INC $18167091 102953 0.15% 股份
JONES FINANCIAL COMPANIES LLLP $18080146 98390 0.14% 股份
ALLIANCEBERNSTEIN L.P. $18059502 104930 0.14% 股份
KETTLE HILL CAPITAL MANAGEMENT, LLC $17845047 101128 0.14% 股份
OMERS ADMINISTRATION Corp $16012157 90741 0.13% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $15892341 90062 0.13% 股份
LAZARD ASSET MANAGEMENT LLC $15862342 89892 0.13% 股份
TORONTO DOMINION BANK $15469895 87668 0.12% 股份
Swedbank AB $15283376 86611 0.12% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $14931869 84619 0.12% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14628534 82900 0.12% 买入期权
Retirement Systems of Alabama $14416782 81700 0.12% 股份
Moran Wealth Management, LLC $13979161 79220 0.11% 股份
TWO SIGMA ADVISERS, LP $13810902 71400 0.11% 股份
STATE OF WISCONSIN INVESTMENT BOARD $13513483 76581 0.11% 股份
CENTERSQUARE INVESTMENT MANAGEMENT LLC $13077451 74110 0.10% 股份
Nuveen, LLC $12816290 72630 0.10% 股份
FIRST TRUST ADVISORS LP $12566888 71217 0.10% 股份
Hudson Bay Capital Management LP $12440430 70500 0.10% 股份
TEACHER RETIREMENT SYSTEM OF TEXAS $12424372 70409 0.10% 股份
BANK OF MONTREAL /CAN/ $12271558 69543 0.10% 股份
STEADFAST CAPITAL MANAGEMENT LP $11822820 67000 0.09% 股份
Pictet Asset Management Holding SA $11580717 65628 0.09% 股份
Verition Fund Management LLC $11575247 65597 0.09% 股份
Aberdeen Group plc $11531308 65348 0.09% 股份
APG Asset Management N.V. $11448524 74176 0.09% 股份
NEW YORK STATE COMMON RETIREMENT FUND $11238561 63689 0.09% 股份
Walleye Capital LLC $11140802 63135 0.09% 股份
AVENIR CORP $10936814 61979 0.09% 股份
MACQUARIE GROUP LTD $10869936 61600 0.09% 股份
NATIXIS $10733709 60828 0.09% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $10710233 62229 0.09% 股份

公司内部人士 31 位内幕人士 · 12 位高管 · 14 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
Anthony J Macaione Senior Vice President and CFO 2008年9月10日 M 43875 0 0 $0
Donald Day EVP - SITE LEASING 2026年8月1日 M 9992 0 0 $0
Jason V Silberstein EVP - Site Leasing 2023年12月29日 G 29508 0 0 $0
Brian D Lazarus SVP & Chief Accounting Officer 2023年12月13日 M 7085 0 0 $0
Mark R Ciarfella EVP - Operations 2023年11月29日 M 29005 0 0 $0
Joshua Koenig Executive VP/General Counsel 2023年11月27日 S 5181 0 0 $0
Marc Montagner EVP - Finance 2023年10月17日 A — 0 0 $0
Richard M Cane EVP; Pres. - International 2023年3月6日 A 2074 0 0 $0
Dipan D Patel EVP Tech., Strat. & New Bus. 2023年3月6日 A 6540 0 0 $0
Kurt L Bagwell EVP; Pres. - International 2022年3月9日 S 29529 0 0 $0
Thomas P Hunt Executive VP/General Counsel 2022年3月4日 A 122743 0 0 $0
Pamela J Kline VP-Capital Markets & Treasurer 2004年2月11日 A — 0 0 $0
Kevin L Beebe 董事 2026年5月22日 A 16644 0 0 $0
Jeffrey Stoops 董事 2026年5月22日 A 141465 0 0 $0
BERNSTEIN STEVEN E 董事 2026年5月22日 A 7140 0 0 $0
George R Krouse Jr 董事 2023年11月20日 S 8001 0 0 $0
Laurie Bowen 董事 2023年5月25日 A — 0 0 $0
Amy E Wilson 董事 2023年5月25日 A — 0 0 $0
Jay Lecoryelle Johnson 董事 2023年5月25日 A 110 0 0 $0
Mary S Chan 董事 2023年5月25日 A 4622 0 0 $0
Fidelma Russo 董事 2023年5月1日 M 703 0 0 $0
Duncan Cocroft 董事 2023年5月1日 M 65842 0 0 $0
Brian C Carr 董事 2021年5月1日 M 573 0 0 $0
Steven E Nielsen 董事 2009年3月12日 M 10000 0 0 $0
Philip L Hawkins 董事 2009年3月10日 M 3000 0 0 $0
Donald B Hebb JR 董事 2004年7月30日 A — 0 0 $0
AAT Holdings, LLC 10% 所有者 2006年5月30日 S 6512686 0 0 $0
Jack Langer — 2026年5月22日 A 8704 0 0 $0
Brendan Thomas Cavanagh — 2026年3月5日 A 63782 0 0 $0
John F Fiedor — 2004年6月9日 M 0 0 0 $0
Richard W Miller — 2004年5月6日 A — 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 4 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
Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 申报 2004年2月24日 — 初始申报 被动投资 SEC
Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 申报 2003年12月22日 — 初始申报 被动投资 SEC
Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 2003年2月28日 — 初始申报 被动投资 SEC
Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or 2003年2月18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 168 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
LPRE · Exchange Listed Funds Trust 5.45% 42002 NS 2026年5月31日 N-PORT
REAI · Tidal Trust I 4.91% 239 NS 2026年4月30日 N-PORT
SRVR · Pacer Funds Trust 4.86% 86875 NS 2026年4月30日 N-PORT
TMFM · RBB Fund, Inc. 4.49% 25794 NS 2026年5月31日 N-PORT
IRET · Tidal Trust II 3.81% 456 NS 2026年4月30日 N-PORT
DTCR · Global X Funds 3.62% 382444 NS 2026年5月31日 N-PORT
RNTY · Tidal Trust II 2.66% 612 NS 2026年4月30日 N-PORT
RDOG · ALPS ETF Trust 2.15% 1185 NS 2026年5月31日 N-PORT
DFAR · Dimensional ETF Trust 1.80% 137276 NS 2026年4月30日 N-PORT
JPRE · J.P. Morgan Exchange-Traded Fund ... 1.70% 39553 NS 2026年5月31日 N-PORT
DRN · Direxion Shares ETF Trust 1.64% 3484 NS 2026年4月30日 N-PORT
FPRO · FIDELITY COVINGTON TRUST 1.64% 1103 NS 2026年4月30日 N-PORT
URE · ProShares Trust 1.59% 4390 NS 2026年5月31日 N-PORT
FREL · FIDELITY COVINGTON TRUST 1.57% 102132 NS 2026年4月30日 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 1.53% 753739 NS 2026年5月31日 N-PORT
EPSB · Harbor ETF Trust 1.48% 311 NS 2026年4月30日 N-PORT
TMFG · RBB Fund, Inc. 1.22% 21376 NS 2026年5月31日 N-PORT
DFGR · Dimensional ETF Trust 1.20% 189608 NS 2026年4月30日 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 1.19% 47520 NS 2026年5月31日 N-PORT
EPMB · Harbor ETF Trust 1.07% 217 NS 2026年4月30日 N-PORT
TOLZ · ProShares Trust 0.99% 8535 NS 2026年5月31日 N-PORT
IQRA · New York Life Investments Active ... 0.91% 283 NS 2026年4月30日 N-PORT
FLCV · Federated Hermes ETF Trust 0.70% 3302 NS 2026年5月31日 N-PORT
SOVF · Elevation Series Trust 0.56% 2403 NS 2026年4月30日 N-PORT
NUMV · Nushares ETF Trust 0.55% 10697 NS 2026年4月30日 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.45% 4169 NS 2026年5月31日 N-PORT
NFRA · FlexShares Trust 0.31% 43616 NS 2026年4月30日 N-PORT
ESLG · Strategy Shares 0.31% 270 NS 2026年4月30日 N-PORT
REVS · Columbia ETF Trust I 0.28% 3544 NS 2026年4月30日 N-PORT
LGDX · Tidal Trust III 0.22% 1352 NS 2026年4月30日 N-PORT
GSEW · Goldman Sachs ETF Trust 0.18% 15857 NS 2026年5月31日 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund ... 0.18% 32062 NS 2026年4月30日 N-PORT
DEUS · DBX ETF Trust 0.14% 1931 NS 2026年5月29日 N-PORT
FQAL · FIDELITY COVINGTON TRUST 0.14% 8655 NS 2026年4月30日 N-PORT
ESUM · Strategy Shares 0.13% 914 NS 2026年4月30日 N-PORT
RECS · Columbia ETF Trust I 0.12% 28968 NS 2026年4月30日 N-PORT
USNZ · DBX ETF Trust 0.11% 1680 NS 2026年5月29日 N-PORT
EQL · ALPS ETF Trust 0.09% 5910 NS 2026年5月31日 N-PORT
VEGN · ETF Series Solutions 0.08% 594 NS 2026年4月30日 N-PORT
SCHG · SCHWAB STRATEGIC TRUST 0.08% 226631 NS 2026年5月31日 N-PORT
IQSU · New York Life Investments ETF Trust 0.07% 1027 NS 2026年4月30日 N-PORT
USSG · DBX ETF Trust 0.06% 1821 NS 2026年5月29日 N-PORT
EGLE · Global X Funds 0.06% 6 NS 2026年4月30日 N-PORT
GVUS · Goldman Sachs ETF Trust 0.06% 1289 NS 2026年5月31日 N-PORT
GLBL · Pacer Funds Trust 0.06% 3 NS 2026年4月30日 N-PORT
SNPE · DBX ETF Trust 0.05% 7396 NS 2026年5月29日 N-PORT
SPXT · ProShares Trust 0.05% 715 NS 2026年5月31日 N-PORT
SPXD · DBX ETF Trust 0.05% 18 NS 2026年5月31日 N-PORT
JUST · Goldman Sachs ETF Trust 0.05% 1427 NS 2026年5月31日 N-PORT
XMAG · Tidal Trust II 0.05% 354 NS 2026年5月31日 N-PORT