STZ Constellation Brands, Inc. Common Stock
关于 Constellation Brands, Inc. Common Stock 公司概况(来自维基百科)
Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees.
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Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share (7.4 percent) of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees.
The company has more than 27 brands in its portfolio. Wine brands include Robert Mondavi, Kim Crawford, Ruffino, and The Prisoner Wine Company. Constellation's beer portfolio includes imported brands such as rights in the United States to Corona, Modelo Especial, Negra Modelo, and Pacífico. Spirits brands include Casa Noble Tequila, High West Whiskey, and Nelson's Green Brier Tennessee Whiskey.
Breweries
Constellation Brands has two breweries in Mexico that produce Corona and Modelo beer for the US market. Those locations are in Nava, Coahuila, and Ciudad Obregón, Sonora.
A third Brewery in Mexicali Baja California was never finished due to environmental issues. Instead, Constellation is building its third brewery in Veracruz, Mexico.
History
Early days
The company was established in 1945 by Marvin Sands in the Finger Lakes region of New York as Canandaigua Industries, selling bulk wine to bottlers in the eastern United States. In its first year, the company sold approximately 200,000 gallons of wine and had gross sales of $150,000. The company was incorporated as Canandaigua Wine Company, Inc. in 1972 and went public in 1973. Marvin's son Richard Sands became president in 1993 and CEO in 1996. In 1999, Marvin Sands died following a brief illness.
In 1987, the company purchased the Manischewitz winery in Canandaigua, New York, and continues to license the Manischewitz name from R.A.B. Foods.
Expansion
In 2000, the company changed its name to Constellation Brands, Inc. to reflect the scope of the company and its range of brands. In 2007, Rob Sands was named president and CEO. During the 2000s, there were multiple acquisitions, with some divestments later in the decade. Acquisitions included Ravenswood Winery for $148 million in 2001; BRL Hardy (Australia) and Nobilo (New Zealand) in 2003; Robert Mondavi Corp. for $1 billion in 2004; Vincor International, Canada's largest wine company, for $1.44 billion in 2006; Spirits Marque One (owner of Svedka Vodka) in 2007; and Beam Wines Estates, the wine operations of Fortune Brands (which included several major brands such as Clos du Bois) for $885 million in 2008. The company later moved to a more premium wine portfolio, divesting Almaden Vineyards, Inglenook Winery, and the Paul Masson winery in Madera, California, in 2008, and its value spirits portfolio to the Sazerac Company in 2009. They sold 30 low-cost wine labels in January 2021 to E. & J. Gallo for $810 million including Clos du Bois.
In 2013, Constellation acquired Grupo Modelo's US beer business from Anheuser-Busch InBev, who were required to divest the business as a part of an anti-trust settlement permitting Anheuser-Busch InBev to acquire Grupo Modelo. Constellation had formerly imported Corona and other Modelo brands to the United States. The transaction included full ownership of Crown Imports LLC, which provided Constellation with complete, independent control of all aspects of the US commercial business; a brewery in Mexico; an exclusive perpetual brand license in the US to import, market and sell Corona and the Modelo brands and the freedom to develop brand extensions and innovations for the US market. It now manufactures these products in Mexico for the US market, with Grupo Modelo serving all other countries. In 2014, Constellation finalized a joint venture with Owens-Illinois and completed the acquisition of Anheuser-Busch InBev's glass production plant, located adjacent to the company's brewery in Nava, Mexico.
In December 2015, Constellation announced the $1 billion acquisition of Ballast Point Brewing of San Diego. In October 2016, Constellation announced the $160 million acquisition of High West Distillery of Park City, Utah. In August 2017, Constellation announced the acquisition of Funky Buddha Brewery of Oakland Park, Florida.
In April 2018, Accolade Wines (acquired under the name BRL Hardy) was sold to private equity firm The Carlyle Group. Constellation had already in 2011 reduced its holdings in Accolade to 20%. In February 2019, Constellation announced it had acquired a minority stake in Black Button Distilling, a craft spirits distillery in Rochester, NY. In April 2019, Constellation announced a deal to sell wine brands, including Clos du Bois and Mark West, to E. & J. Gallo Winery for $1.7 billion. In July 2019, Constellation announced it had acquired a minority stake in Montanya Distillers, a craft-rum distillery in Crested Butte, Colorado and a majority stake in Nelson's Green Brier Distillery, a revival of the original Green Brier Tennessee Whiskey and Belle Meade Bourbon labels in Nashville, TN. In December 2019, the sale of Ballast Point Brewing to Kings & Convicts Brewery of Illinois was announced. Terms were not disclosed. In July 2020, Constellation Brands acquired Empathy Wines, co-founded by entrepreneur Gary Vaynerchuk. On September 15, 2020, it was announced Constellation Brands acquired craft spirits producer Copper & Kings American Brandy. In February 2022, Constellation was reported to have approached Monster Beverage to enter into a merger with a combined valuation above $90 billion.
In 2023, Constellation Brands sold Funky Buddha back to its founders.
On June 24, 2024, Constellation Brands re-located its headquarters to a 170,000 square foot campus on the site of the historic Aqueduct Building in Downtown Rochester, the first Fortune 500 company to operate in the city in two decades.
Cannabis
In 2017, the company began investing in medical marijuana. In March 2019, Bill Newlands became CEO. In October 2017, Constellation agreed to pay about C$245 million ($191 million) for a 9.9% stake in Canopy Growth Corporation, a Canadian seller of medicinal-marijuana products. At the time of the agreement, Constellation became the first Fortune 500 company and the first major alcoholic beverage maker to take a minority stake in a marijuana business. In August 2018, the company announced that it would invest an additional US$4 billion in Canopy Growth Corporation in advance of the legalization of recreational cannabis in Canada in October that year. The investment will increase its share in the Canadian Company to 38%. Canopy Growth president Bruce Linton said the additional funds would be used for international expansion and that future marketing plans included products such as cannabis-infused beverages and sleep aids. Since 2023, Constellation started stepping back from the cannabis-infused drinks market. The company reduced its stake in Canopy Growth Corporation and signalled that it could withdraw completely.
Controversies
In 1991, the company reached a consent agreement with the Federal Trade Commission to change the packaging and marketing of Cisco wine after the FTC alleged that Cisco's marketing was deceptively similar to wine coolers despite Cisco having a much higher alcohol content.
In 2010, a French court in Carcassonne, France, convicted 12 wine traders and producers, including Constellation, for selling fake pinot noir wine to US buyers in a scheme that lasted from January 2006 to March 2008. Constellation later faced and settled a class action lawsuit because it "should have known" that the wine was fake.
In 2018 Constellation Brands was involved in a water rights dispute over a proposed manufacturing facility in the city of Mexicali, Baja California, Mexico. The water was from the Colorado River, which not only supplies the water for Mexicali and the agricultural valley but is also piped to the mountain and coastal cities of Tijuana, Tecate, Rosarito and some areas of Ensenada.
In 2021, AB InBev sued Constellation Brands after the company launched two new Modelo-branded beers on the US market, arguing that the first beer illegally used the term "tequila" to describe the barrels where the beer was aged, and that the second beer was inappropriately using the term "bourbon" to describe the barrels where the beer was aged because bourbon has nothing to do with Mexico.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
STZ 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
STZ 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7月30日 | $1.0300 |
| 2026年4月29日 | $1.0300 |
| 2026年1月29日 | $1.0200 |
| 2025年10月30日 | $1.0200 |
| 2025年7月30日 | $1.0200 |
| 2025年4月29日 | $1.0200 |
| 2025年2月7日 | $1.0100 |
| 2024年11月5日 | $1.0100 |
| 2024年8月14日 | $1.0100 |
| 2024年5月2日 | $1.0100 |
| 2024年2月7日 | $0.8900 |
| 2023年11月2日 | $0.8900 |
| 2023年8月9日 | $0.8900 |
| 2023年5月3日 | $0.8900 |
| 2023年2月7日 | $0.8000 |
| 2022年11月3日 | $0.8000 |
| 2022年8月9日 | $0.8000 |
| 2022年5月4日 | $0.8000 |
| 2022年2月8日 | $0.7600 |
| 2021年11月4日 | $0.7600 |
STZ 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 3 10.3%
- 买入 15 51.7%
- 持有 9 31.0%
- 卖出 2 6.9%
- 强烈卖出 0 0.0%
12个月价格目标
23 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 |
|---|---|---|---|
| 2026年6月30日 | $3.43 | $3.23 | 0.20% |
| 2026年3月31日 | $1.90 | $1.74 | 0.16% |
| 2025年12月31日 | $3.06 | $2.66 | 0.40% |
| 2025年9月30日 | $3.63 | $3.42 | 0.21% |
| 2025年6月30日 | $3.22 | $3.34 | -0.12% |
| 2000年12月31日 | $0.23 | $0.23 | 0.00% |
| 2000年9月30日 | $0.17 | $0.17 | 0.00% |
| 2000年6月30日 | $0.12 | $0.11 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| STZ | — | — | -10.5% | 18.5% | 22.5% | 51.5% |
| MGPI | $517M | -4.9 | -23.8% | -20.1% | -13.9% | 37.2% |
| WVVI | $15M | 12.7 | -6.5% | -2.5% | -1.4% | 60.5% |
| AMSS | — | — | — | — | — | — |
| IPST | $15M | -0.1 | 20.4% | -1360.9% | -288.9% | 54.9% |
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 11
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.14B | $10.21B | $9.96B | $9.45B | $8.82B | $8.61B | $8.34B | $8.12B | $7.58B | $7.32B | $7.22B | $6.67B | |
| Cost of Revenue | $4.43B | $4.89B | $4.94B | $4.68B | $4.11B | $4.15B | $4.19B | $4.04B | $3.77B | $3.80B | $3.61B | $3.45B | |
| Gross Profit | $4.71B | $5.31B | $5.02B | $4.77B | $4.71B | $4.47B | $4.15B | $4.08B | $3.81B | $3.52B | $2.94B | $2.58B | |
| SG&A Expense | $1.85B | $1.95B | $1.83B | $1.93B | $1.71B | $1.67B | $1.62B | $1.67B | $1.53B | $1.39B | $1.18B | $1.08B | |
| Operating Income | $2.72B | $355M | $3.17B | $2.84B | $2.33B | $2.79B | $2.15B | $2.41B | $2.28B | $2.39B | $1.77B | $1.50B | |
| Interest Expense | · | · | · | · | · | · | · | $379M | $334M | $335M | $315M | $339M | |
| Interest Income | · | · | · | · | · | · | · | $12M | $2M | $2M | $800.0K | $1M | |
| Pretax Income | $2.38B | $-83M | $2.22B | $384M | $310M | $2.54B | $-945M | $4.14B | $2.34B | $2.08B | $1.50B | $1.18B | |
| Income Tax | $621M | $-52M | $457M | $422M | $309M | $511M | $-967M | $686M | $23M | $550M | $441M | $343M | |
| Net Income | $1.69B | $-81M | $1.73B | $-71M | $-40M | $2.00B | $-12M | $3.44B | $2.30B | $1.53B | $1.05B | $839M | |
| EBITDA | $3.14B | $802M | $3.60B | $3.23B | $2.67B | $3.09B | $2.49B | $2.75B | $2.58B | $2.65B | $1.99B | $1.70B |
资产负债表 29
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $102M | $68M | $152M | $134M | $199M | $461M | $81M | $94M | $90M | $177M | $83M | $110M | |
| Receivables | $658M | $736M | $833M | $902M | $899M | $785M | $865M | $847M | $776M | $737M | $732M | $599M | |
| Inventory | $1.43B | $1.44B | $2.08B | $1.90B | $1.57B | $1.29B | $1.37B | $2.13B | $2.08B | $1.96B | $1.85B | $1.83B | |
| Prepaid Expense | $712M | $561M | $666M | $562M | $658M | $508M | $536M | $613M | $524M | $360M | $310M | $375M | |
| Other Current Assets | $112M | $102M | $125M | $115M | $91M | $80M | $89M | $122M | $133M | $124M | $103M | $149M | |
| Current Assets | $2.91B | $3.72B | $3.73B | $3.50B | $3.33B | $3.04B | $3.48B | $3.68B | $3.47B | $3.23B | $2.98B | $2.91B | |
| PP&E (Net) | · | $7.41B | $8.06B | $6.87B | $6.06B | $5.82B | $5.33B | $5.27B | $4.79B | $3.93B | $3.33B | $2.68B | |
| PP&E (Gross) | · | · | · | · | · | $7.56B | $6.79B | $6.97B | $6.27B | $5.21B | $4.51B | $3.73B | |
| Accum. Depreciation | · | · | · | · | · | $1.73B | $1.46B | $1.71B | $1.48B | $1.28B | $1.18B | $1.05B | |
| Goodwill | $5.23B | $5.13B | $7.98B | $7.93B | $7.86B | $7.79B | $7.76B | $8.09B | $8.08B | $7.92B | $7.14B | $6.21B | |
| Intangibles | $2.53B | $2.53B | $2.73B | $2.73B | $2.76B | $2.73B | $2.72B | $3.20B | $3.30B | $3.38B | $3.40B | $3.18B | |
| Other Non-current Assets | $1.34B | $1.06B | $1.14B | $791M | $617M | $614M | $611M | $110M | $93M | $141M | $112M | $111M | |
| Total Assets | $21.90B | $21.65B | $25.69B | $24.66B | $25.86B | $27.10B | $27.32B | $29.23B | $20.54B | $18.60B | $16.96B | $15.09B | |
| Accounts Payable | $960M | $940M | $1.11B | $942M | $899M | $460M | $558M | $617M | $592M | $560M | $429M | $286M | |
| Accrued Liabilities | $854M | $887M | $836M | $852M | $871M | $780M | $780M | $690M | $678M | $620M | $544M | · | |
| Short-term Debt | $272M | $807M | $241M | $1.17B | $323M | $0 | $239M | $792M | $747M | $606M | · | · | |
| Current Liabilities | $2.69B | $4.04B | $3.14B | $2.97B | $2.70B | $1.27B | $2.31B | $3.16B | $2.04B | $2.70B | $2.27B | $1.13B | |
| Capital Leases | $532M | $539M | $589M | $417M | $457M | $471M | $484M | $0 | · | · | · | · | |
| Deferred Tax | $204M | $93M | $592M | $570M | $516M | $570M | $384M | $1.03B | $694M | $1.13B | $1.02B | $819M | |
| Other Non-current Liabilities | $76M | $95M | $128M | $137M | $150M | $96M | $86M | $107M | $136M | $166M | $162M | $176M | |
| Total Liabilities | $13.51B | $14.52B | $15.63B | $15.93B | $13.81B | $13.18B | $14.85B | $16.39B | $12.55B | $11.72B | $10.27B | $9.21B | |
| Long-term Debt | $10.30B | $10.69B | $11.64B | $11.30B | $10.09B | $10.44B | $11.95B | $12.82B | $9.44B | $8.63B | $7.67B | $7.24B | |
| Total Debt | $10.57B | $11.50B | $11.88B | $12.46B | $10.42B | $10.44B | $12.18B | $13.62B | $10.19B | $8.63B | $7.67B | $7.30B | |
| Paid-in Capital | $2.19B | $2.14B | $2.05B | $1.90B | $1.81B | $1.60B | $1.51B | $1.41B | $2.83B | $2.76B | $2.59B | $2.27B | |
| Retained Earnings | $13.57B | $12.60B | $13.42B | $12.34B | $14.51B | $15.12B | $13.70B | $14.28B | $9.16B | $7.31B | $6.09B | $5.28B | |
| Treasury Stock | · | · | · | $5.86B | $4.17B | $2.79B | $2.81B | $2.78B | $3.81B | $2.78B | $1.67B | $1.65B | |
| AOCI | $423M | $-663M | $377M | $28M | $-413M | $-336M | $-266M | $-354M | $-203M | $-400M | $-452M | $-131M | |
| Stockholders' Equity | $8.08B | $6.88B | $9.74B | $8.41B | $11.73B | $13.60B | $12.13B | $12.55B | $7.98B | $6.89B | $6.56B | $5.77B | |
| Liabilities + Equity | $21.90B | $21.65B | $25.69B | $24.66B | $25.86B | $27.10B | $27.32B | $29.23B | $20.54B | $18.60B | $16.96B | $15.09B |
现金流 18
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $420M | $447M | $429M | $387M | $342M | $299M | $332M | $339M | $300M | $248M | $221M | $202M | |
| Stock-based Comp | $68M | $72M | $64M | $68M | $45M | $63M | $60M | $64M | $61M | $56M | $54M | $55M | |
| Deferred Tax | $510M | $-210M | $148M | $208M | $85M | $336M | $-1.15B | $427M | $114M | $125M | $251M | $79M | |
| Amort. of Intangibles | $1M | $1M | $1M | $3M | $5M | $5M | $6M | $6M | $6M | $10M | $41M | $40M | |
| Other Non-cash | $-16M | $2.92B | $412M | $2.16B | $2.27B | $110M | $3.32B | $-2.02B | $-863M | $-272M | $-167M | $-95M | |
| Operating Cash Flow | $2.67B | $3.15B | $2.78B | $2.76B | $2.71B | $2.81B | $2.55B | $2.25B | $1.93B | $1.70B | $1.41B | $1.08B | |
| CapEx | $875M | $1.21B | $1.27B | $1.04B | $1.03B | $865M | $726M | $886M | $1.06B | $907M | $891M | $719M | |
| Investing Cash Flow | $16M | $-975M | $-1.29B | $-999M | $-1.04B | $-88M | $-531M | $-4.83B | $-1.42B | · | · | $-1.02B | |
| Debt Issued | $998M | $0 | $1.14B | $3.34B | $996M | $1.19B | $1.29B | $3.66B | $7.93B | $1.97B | $610M | $905M | |
| Net Debt Issued | $-407M | $-957M | $335M | $1.19B | $-370M | $-1.53B | $-904M | $3.59B | $805M | $994M | $401M | $299M | |
| Stock Repurchased | $924M | $1.12B | $250M | $1.70B | $1.39B | $0 | $50M | $504M | $1.04B | $1.12B | $34M | $0 | |
| Net Stock Activity | $-924M | $-1.12B | $-250M | $-1.70B | $-1.39B | $0 | $-50M | $-504M | $-1.04B | $-1.12B | $-34M | $0 | |
| Dividends Paid | $716M | $732M | $654M | $588M | $573M | $575M | $569M | $558M | $400M | $315M | $242M | $0 | |
| Financing Cash Flow | $-2.66B | $-2.26B | $-1.47B | $-1.82B | $-1.93B | $-2.35B | $-2.03B | $2.59B | $-601M | · | · | $-16M | |
| Net Change in Cash | $34M | $-84M | $19M | $-66M | $-261M | $379M | $-12M | $3M | $-87M | $94M | $-27M | $46M | |
| Taxes Paid | $174M | $197M | $334M | $130M | $325M | $190M | $85M | $186M | $239M | $220M | $80M | $170M | |
| Free Cash Flow | $1.79B | $1.94B | $1.51B | $1.72B | $1.68B | $1.94B | $1.82B | $1.36B | $874M | $789M | $522M | $362M | |
| Levered FCF | · | · | · | · | · | · | · | $1.04B | $541M | $542M | $300M | $121M |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.5% | 52.1% | 50.4% | 50.4% | 53.4% | 51.8% | 49.8% | 50.3% | 45.8% | 43.8% | 40.7% | 38.6% | |
| Operating Margin | 29.8% | 3.5% | 31.8% | 30.1% | 26.4% | 32.4% | 25.8% | 29.7% | 27.4% | 29.8% | 24.4% | 22.5% | |
| Net Margin | 18.5% | -0.80% | 17.3% | -0.75% | -0.46% | 23.2% | -0.14% | 42.3% | 27.9% | 19.0% | 14.6% | 12.6% | |
| Pretax Margin | 26.0% | -0.81% | 22.3% | 4.1% | 3.5% | 29.5% | -11.3% | 51.1% | 28.1% | 26.0% | 20.8% | 17.7% | |
| EBITDA Margin | 34.4% | 7.9% | 36.1% | 34.2% | 30.3% | 35.9% | 29.8% | 33.9% | 31.0% | 32.8% | 27.5% | 25.5% | |
| ROA | 7.8% | -0.34% | 6.9% | -0.28% | -0.15% | 7.3% | -0.04% | 13.8% | 11.4% | 8.3% | 6.4% | 5.6% | |
| ROE | 22.5% | -0.98% | 19.0% | -0.70% | -0.32% | 15.5% | -0.10% | 33.5% | 31.1% | 22.8% | 17.1% | 15.6% | |
| ROIC | 10.8% | 0.73% | 11.7% | -1.4% | 0.03% | 9.3% | -0.20% | 7.7% | 12.5% | 11.4% | 8.8% | 8.1% |
流动性与偿付能力 5
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 0.9 | 1.2 | 1.2 | 1.2 | 2.4 | 1.5 | 1.2 | 1.8 | 1.2 | 1.3 | 2.6 | |
| Quick Ratio | 0.3 | 0.2 | 0.3 | 0.3 | 0.4 | 1.0 | 0.4 | 0.3 | 0.4 | 0.3 | 0.4 | 0.6 | |
| Debt / Equity | 1.3 | 1.7 | 1.2 | 1.5 | 0.9 | 0.8 | 1.0 | 1.1 | 1.3 | 1.3 | 1.2 | 1.3 | |
| LT Debt / Equity | 1.2 | 1.3 | 1.1 | 1.3 | 0.8 | 0.8 | 0.9 | 0.9 | 1.2 | 1.1 | 1.0 | 1.2 | |
| Interest Coverage | · | · | · | · | · | · | · | 6.4 | 6.8 | 7.2 | 5.6 | 4.4 |
效率 3
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | |
| Inventory Turnover | 3.1 | 2.8 | 2.5 | 2.7 | 2.9 | 3.1 | 2.4 | 1.9 | 1.9 | 2.0 | 2.0 | 1.9 | |
| Receivables Turnover | 13.1 | 13.0 | 11.5 | 10.5 | 10.5 | 10.4 | 9.7 | 10.0 | 11.0 | 11.0 | 10.9 | 10.9 |
增长率 6
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -10.5% | 2.5% | 5.4% | 7.2% | 2.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.1% | 5.0% | 5.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -4.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.14B | $10.21B | $9.96B | $9.45B | $8.82B | $8.61B | $8.34B | $8.12B | $7.58B | $7.32B | $7.22B | $6.67B | |
| Net Income TTM | $1.69B | $-81M | $1.73B | $-71M | $-40M | $2.00B | $-12M | $3.44B | $2.30B | $1.53B | $1.05B | $839M | |
| Payout Ratio | 42.4% | -899.0% | 37.9% | -827.8% | -1418.3% | 28.8% | -4823.7% | 16.2% | 17.2% | 20.5% | 22.9% | · | |
| Annual Payout | $716M | $732M | $654M | $588M | $573M | $575M | $569M | $558M | $400M | $315M | $242M | $0 |
损益表 9
| 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 | $2.43B | $1.92B | $2.22B | $2.48B | $2.52B | $2.16B | $2.46B | $2.92B | $2.66B | $2.14B | $2.47B | $2.84B | $2.51B | $2.00B | $2.44B | $2.66B | |
| Cost of Revenue | $1.11B | $968M | $1.04B | $1.17B | $1.25B | $1.05B | $1.18B | $1.41B | $1.26B | $1.10B | $1.20B | $1.39B | $1.26B | $1.04B | $1.21B | $1.33B | |
| Gross Profit | $1.32B | $952M | $1.18B | $1.31B | $1.27B | $1.11B | $1.28B | $1.51B | $1.40B | $1.04B | $1.27B | $1.45B | $1.26B | $961M | $1.23B | $1.33B | |
| SG&A Expense | $457M | $420M | $491M | $436M | $501M | $505M | $491M | $491M | $462M | $395M | $474M | $471M | $493M | $496M | $480M | $513M | |
| Operating Income | $845M | $442M | $692M | $874M | $714M | $-150M | $793M | $-1.23B | $942M | $629M | $797M | $979M | $765M | $467M | $747M | $813M | |
| Pretax Income | $760M | $351M | $632M | $783M | $611M | $-343M | $674M | $-1.33B | $921M | $493M | $651M | $848M | $230M | $256M | $611M | $-1.01B | |
| Income Tax | $88M | $126M | $110M | $297M | $88M | $28M | $44M | $-152M | $28M | $88M | $130M | $147M | $91M | $33M | $131M | $132M | |
| Net Income | $654M | $202M | $503M | $466M | $516M | $-375M | $616M | $-1.20B | $877M | $392M | $509M | $690M | $136M | $223M | $468M | $-1.15B | |
| EBITDA | $943M | · | $791M | $977M | $819M | · | $912M | $-1.12B | $1.05B | · | $905M | $1.09B | $870M | · | $842M | $905M |
资产负债表 27
| 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 | $97M | $102M | $152M | $72M | $74M | $68M | $74M | $65M | $74M | · | $79M | $83M | $192M | · | $185M | $165M | |
| Receivables | $727M | $658M | $708M | $668M | $813M | $736M | $836M | $871M | $894M | · | $897M | $933M | $933M | · | $921M | $979M | |
| Inventory | $1.45B | $1.43B | $1.38B | $1.44B | $1.41B | $1.44B | $2.13B | $2.10B | $2.13B | · | $1.99B | $1.81B | $1.95B | · | $1.80B | $1.65B | |
| Prepaid Expense | $765M | $712M | $669M | $700M | $628M | $561M | $590M | $612M | $734M | · | $587M | $604M | $576M | · | $618M | $735M | |
| Other Current Assets | · | $112M | · | $80M | · | $102M | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.04B | $2.91B | $2.91B | $2.88B | $3.94B | $3.72B | $3.63B | $3.65B | $3.83B | · | $3.55B | $3.43B | $3.65B | · | $3.53B | $3.53B | |
| PP&E (Net) | · | · | $8.21B | $8.00B | $7.72B | · | $7.79B | $7.90B | $8.30B | · | $7.71B | $7.58B | $7.19B | · | $6.52B | $6.23B | |
| Goodwill | $5.25B | $5.23B | $5.19B | $5.18B | $5.16B | $5.13B | $5.61B | $5.72B | $7.99B | $7.98B | $7.98B | $7.99B | $7.95B | $7.93B | $7.90B | $7.90B | |
| Intangibles | $2.54B | $2.53B | $2.53B | $2.53B | $2.53B | $2.53B | $2.72B | $2.76B | $2.73B | · | $2.73B | $2.73B | $2.73B | · | $2.74B | $2.76B | |
| Other Non-current Assets | $1.31B | $1.34B | $1.27B | $1.24B | $1.16B | $1.06B | $1.15B | $1.09B | $1.20B | · | $763M | $771M | $783M | · | $667M | $637M | |
| Total Assets | $22.11B | $21.90B | $21.68B | $21.42B | $22.26B | $21.65B | $22.81B | $23.08B | $26.06B | · | $25.06B | $24.93B | $24.76B | · | $24.46B | $24.28B | |
| Accounts Payable | $1.00B | $960M | $976M | $1.02B | $980M | $940M | $1.06B | $1.10B | $1.14B | · | $1.03B | $979M | $1.00B | · | $1.01B | $959M | |
| Accrued Liabilities | $890M | $854M | $818M | $880M | $934M | $887M | $840M | $902M | $784M | · | $935M | $853M | $810M | · | $832M | $881M | |
| Short-term Debt | $336M | $272M | $375M | $252M | $378M | $807M | $890M | $508M | $793M | · | $459M | $467M | $819M | · | $876M | $664M | |
| Current Liabilities | $3.33B | $2.69B | $2.17B | $2.66B | $3.69B | $4.04B | $3.29B | $2.91B | $3.12B | · | $3.38B | $2.86B | $3.19B | · | $2.73B | $2.51B | |
| Capital Leases | · | $532M | · | · | · | $539M | $540M | $568M | · | · | · | · | · | · | · | · | |
| Deferred Tax | · | $204M | · | · | · | $93M | $224M | $291M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | $76M | · | · | · | $95M | $94M | $148M | · | · | · | · | · | · | · | · | |
| Total Liabilities | $13.56B | $13.51B | $13.68B | $13.63B | $14.73B | $14.52B | $14.73B | $14.92B | $15.49B | · | $15.26B | $15.21B | $15.85B | · | $15.75B | $14.57B | |
| Long-term Debt | $10.20B | $10.30B | $10.29B | $10.29B | $11.19B | $10.69B | $10.69B | $11.09B | $11.09B | · | $11.24B | $11.24B | $11.54B | · | $11.30B | $10.29B | |
| Total Debt | $10.53B | · | $10.66B | $10.54B | $11.57B | · | $11.58B | $11.60B | $11.88B | · | $11.70B | $11.71B | $12.36B | · | $12.17B | $10.95B | |
| Paid-in Capital | $2.17B | $2.19B | $2.17B | $2.15B | $2.13B | $2.14B | $2.13B | $2.12B | $2.07B | · | $2.02B | $2.00B | $1.92B | · | $1.88B | $1.86B | |
| Retained Earnings | $14.05B | $13.57B | $13.55B | $13.23B | $12.94B | $12.60B | $13.16B | $12.73B | $14.11B | · | $13.19B | $12.84B | $12.32B | · | $12.27B | $13.45B | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $5.56B | $5.57B | |
| AOCI | $338M | $423M | $-800.0K | $-92M | $-312M | $-663M | $-725M | $-427M | $368M | · | $364M | $434M | $243M | · | $-201M | $-355M | |
| Stockholders' Equity | $8.26B | $8.08B | $7.71B | $7.50B | $7.27B | $6.88B | $7.82B | $7.87B | $10.25B | · | $9.47B | $9.39B | $8.59B | · | $8.39B | $9.39B | |
| Liabilities + Equity | $22.11B | $21.90B | $21.68B | $21.42B | $22.26B | $21.65B | $22.81B | $23.08B | $26.06B | · | $25.06B | $24.93B | $24.76B | · | $24.46B | $24.28B |
现金流 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $98M | $112M | $99M | $103M | $106M | $106M | $119M | $110M | $112M | $106M | $108M | $109M | $106M | $106M | $96M | $92M | |
| Stock-based Comp | $15M | $20M | $16M | $22M | $10M | $12M | $20M | $24M | $17M | $14M | $17M | $18M | $14M | $12M | $18M | $21M | |
| Deferred Tax | $-78M | $199M | $34M | $244M | $34M | $-26M | $-6M | $-204M | $25M | $120M | $2M | $27M | $-300.0K | $-11M | $10M | $187M | |
| Other Non-cash | $-26M | · | · | · | $-29M | · | · | · | $-341M | · | · | · | $410M | · | · | · | |
| Operating Cash Flow | $662M | $563M | $617M | $852M | $637M | $595M | $685M | $1.18B | $690M | $433M | $725M | $957M | $665M | $476M | $626M | $896M | |
| CapEx | $177M | $219M | $246M | $217M | $193M | $283M | $228M | $328M | $375M | $357M | $330M | $305M | $277M | $352M | $249M | $238M | |
| Investing Cash Flow | $-193M | $-214M | $-235M | $661M | $-196M | $123M | $-241M | $-480M | $-377M | $-356M | $-329M | $-309M | $-292M | $-353M | $-161M | $-259M | |
| Debt Issued | $500M | $0 | $499M | $0 | $499M | $0 | $0 | $0 | $0 | $400M | $0 | $0 | $745M | $499M | $999M | $0 | |
| Net Debt Issued | $-101M | · | · | · | $498M | · | · | · | $-552M | · | · | · | $242M | · | · | · | |
| Stock Repurchased | $224M | $100M | $220M | $298M | $306M | $456M | $219M | $249M | $200M | $0 | $215M | $0 | $35M | $300M | $0 | $393M | |
| Net Stock Activity | $-224M | · | · | · | $-306M | · | · | · | $-200M | · | · | · | $-35M | · | · | · | |
| Dividends Paid | $179M | $177M | $178M | $179M | $182M | $180M | $183M | $183M | $185M | $163M | $164M | $164M | $164M | $147M | $146M | $146M | |
| Financing Cash Flow | $-474M | $-401M | $-302M | $-1.52B | $-438M | $-723M | $-435M | $-711M | $-393M | $-2M | $-400M | $-758M | $-315M | $-174M | $-447M | $-571M | |
| Net Change in Cash | $-6M | $-50M | $80M | $-2M | $6M | $-6M | $9M | $-9M | $-79M | $74M | $-5M | $-109M | $59M | $-52M | $20M | $63M | |
| Free Cash Flow | $485M | · | · | · | $444M | · | · | · | $315M | · | · | · | $388M | · | · | · |
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 | 54.3% | · | 53.2% | 52.8% | 50.4% | · | 52.1% | 51.8% | 52.7% | · | 51.4% | 51.1% | 50.0% | · | 50.4% | 49.9% | |
| Operating Margin | 34.8% | · | 31.1% | 35.2% | 28.4% | · | 32.2% | -42.1% | 35.4% | · | 32.2% | 34.5% | 30.4% | · | 30.6% | 30.6% | |
| Net Margin | 26.9% | · | 22.6% | 18.8% | 20.5% | · | 25.0% | -41.1% | 33.0% | · | 20.6% | 24.3% | 5.4% | · | 19.2% | -43.4% | |
| Pretax Margin | 31.2% | · | 28.4% | 31.6% | 24.3% | · | 27.3% | -45.7% | 34.6% | · | 26.3% | 29.9% | 9.2% | · | 25.1% | -38.0% | |
| EBITDA Margin | 38.8% | · | 35.6% | 39.4% | 32.6% | · | 37.0% | -38.4% | 39.6% | · | 36.6% | 38.3% | 34.6% | · | 34.6% | 34.1% | |
| ROA | 2.9% | · | 2.3% | 2.1% | 2.1% | · | 2.6% | -5.0% | 3.5% | · | 2.1% | 2.8% | 0.54% | · | 1.9% | -4.6% | |
| ROE | 8.4% | · | 6.5% | 6.1% | 5.9% | · | 7.1% | -13.9% | 9.3% | · | 5.7% | 7.3% | 1.4% | · | 4.8% | -11.2% | |
| ROIC | 4.0% | · | 3.1% | 3.0% | 3.2% | · | 3.8% | -5.6% | 4.1% | · | 3.0% | 3.8% | 2.2% | · | 2.9% | 4.5% |
流动性与偿付能力 4
| 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 | 0.9 | · | 1.3 | 1.1 | 1.1 | · | 1.1 | 1.3 | 1.2 | · | 1.1 | 1.2 | 1.1 | · | 1.3 | 1.4 | |
| Quick Ratio | 0.2 | · | 0.4 | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.5 | |
| Debt / Equity | 1.3 | · | 1.4 | 1.4 | 1.6 | · | 1.5 | 1.5 | 1.2 | · | 1.2 | 1.2 | 1.4 | · | 1.5 | 1.2 | |
| LT Debt / Equity | 1.1 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.0 | · | 1.1 | 1.1 | 1.3 | · | 1.3 | 1.1 |
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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 0.8 | · | 0.6 | 0.7 | 0.7 | · | 0.6 | 0.7 | 0.6 | · | 0.6 | 0.8 | 0.7 | · | 0.7 | 0.9 | |
| Receivables Turnover | 3.2 | · | 2.9 | 3.2 | 2.9 | · | 2.8 | 3.2 | 2.9 | · | 2.7 | 3.0 | 2.8 | · | 2.7 | 2.7 |
估值 (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.06B | · | $9.38B | $9.62B | $10.06B | · | $10.18B | $10.19B | $10.11B | · | $9.82B | $9.79B | $9.60B | · | $9.56B | $9.44B | |
| Net Income TTM | $1.82B | · | $1.11B | $1.22B | $-442M | · | $686M | $580M | $2.47B | · | $1.56B | $1.52B | $-325M | · | $101M | $104M | |
| Payout Ratio | 27.3% | · | · | · | 35.3% | · | · | · | 21.1% | · | · | · | 120.8% | · | · | · |
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
| 2026-02-28 | 2025-02-28 | 2024-02-29 | 2023-02-28 | 2022-02-28 | |
|---|---|---|---|---|---|
| 收入 | $9.14B | $10.21B | $9.96B | $9.45B | $8.82B |
| 毛利率 % | 51.5% | 52.1% | 50.4% | 50.4% | 53.4% |
| 营业利润率 % | 29.8% | 3.5% | 31.8% | 30.1% | 26.4% |
| 净收入 | $1.69B | $-81M | $1.73B | $-71M | $-40M |
资产负债表
| 2026-02-28 | 2025-02-28 | 2024-02-29 | 2023-02-28 | 2022-02-28 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 1.3 | 1.7 | 1.2 | 1.5 | 0.9 |
| 流动比率 | 1.1 | 0.9 | 1.2 | 1.2 | 1.2 |
| 速动比率 | 0.3 | 0.2 | 0.3 | 0.3 | 0.4 |
现金流
| 2026-02-28 | 2025-02-28 | 2024-02-29 | 2023-02-28 | 2022-02-28 | |
|---|---|---|---|---|---|
| 自由现金流 | $1.79B | $1.94B | $1.51B | $1.72B | $1.68B |
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机构持有人 (13F) 1167 家申报者 · $16.8B 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 |
|---|---|---|---|---|
| 112 (-47 与上一季度对比) | 110 (+6 与上一季度对比) | 306 (-71 与上一季度对比) | 451 (+84 与上一季度对比) | +1.7M |
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 GROUP INC | $2269362397 | 16449423 | 13.51% | 股份 |
| Capital World Investors | $1559029633 | 11208782 | 9.28% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1298744947 | 9337443 | 7.73% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1089841086 | 7835510 | 6.49% | 股份 |
| STATE STREET CORP | $944276307 | 6788959 | 5.62% | 股份 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $556141327 | 3998425 | 3.31% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $503455032 | 3619635 | 3.00% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $465794161 | 3363648 | 2.77% | 股份 |
| AMERIPRISE FINANCIAL INC | $456855920 | 3286109 | 2.72% | 股份 |
| Point72 Asset Management, L.P. | $342629716 | 2463367 | 2.04% | 股份 |
| FMR LLC | $336963756 | 2422631 | 2.01% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $332672680 | 2391780 | 1.98% | 股份 |
| CITADEL ADVISORS LLC | $298727209 | 2147726 | 1.78% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $287983898 | 2070486 | 1.71% | 股份 |
| VAN ECK ASSOCIATES CORP | $273920369 | 1969375 | 1.63% | 股份 |
| NORGES BANK | $249014774 | 1790314 | 1.48% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $190761935 | 1371500 | 1.14% | 卖出期权 |
| Balyasny Asset Management L.P. | $185186095 | 1331412 | 1.10% | 股份 |
| JANE STREET GROUP, LLC | $181090451 | 1301966 | 1.08% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $158491215 | 1139488 | 0.94% | 股份 |
| Qube Research & Technologies Ltd | $158080792 | 1136536 | 0.94% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $135878690 | 976912 | 0.81% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $121481206 | 873400 | 0.72% | 买入期权 |
| Capital International Investors | $116084853 | 834601 | 0.69% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $109693746 | 788653 | 0.65% | 股份 |
| Capital Research Global Investors | $106097435 | 762797 | 0.63% | 股份 |
| CITADEL ADVISORS LLC | $93621479 | 673100 | 0.56% | 买入期权 |
| PZENA INVESTMENT MANAGEMENT LLC | $83358584 | 599314 | 0.50% | 股份 |
| BlackRock, Inc. | $71056074 | 510864 | 0.42% | 股份 |
| JANE STREET GROUP, LLC | $70657720 | 508000 | 0.42% | 买入期权 |
| JANE STREET GROUP, LLC | $70532539 | 507100 | 0.42% | 卖出期权 |
| GOLDMAN SACHS GROUP INC | $69896063 | 502524 | 0.42% | 股份 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $68200000 | 490330 | 0.41% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $64931826 | 475308 | 0.39% | 股份 |
| AVIVA PLC | $56312534 | 404864 | 0.34% | 股份 |
| Swiss National Bank | $54412008 | 391200 | 0.32% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $47489324 | 341432 | 0.28% | 股份 |
| Assenagon Asset Management S.A. | $47036343 | 338172 | 0.28% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $45053700 | 300358 | 0.27% | 股份 |
| WOLVERINE TRADING, LLC | $44188986 | 323800 | 0.26% | 买入期权 |
| Vanguard Global Advisers, LLC | $41988767 | 301882 | 0.25% | 股份 |
| RHUMBLINE ADVISERS | $41729673 | 300020 | 0.25% | 股份 |
| BOOTHBAY FUND MANAGEMENT, LLC | $41629637 | 299300 | 0.25% | 买入期权 |
| HighTower Advisors, LLC | $41597334 | 299068 | 0.25% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $40749754 | 292974 | 0.24% | 股份 |
| BANK OF AMERICA CORP /DE/ | $40100759 | 288308 | 0.24% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $40003814 | 287611 | 0.24% | 股份 |
| California Public Employees Retirement System | $39198761 | 281823 | 0.23% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $39131720 | 281341 | 0.23% | 股份 |
| Legal & General Group Plc | $38706383 | 278283 | 0.23% | 股份 |
| Man Group plc | $38604569 | 277551 | 0.23% | 股份 |
| Holocene Advisors, LP | $38306360 | 275407 | 0.23% | 股份 |
| FIRST TRUST ADVISORS LP | $37149023 | 267086 | 0.22% | 股份 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $36668714 | 263633 | 0.22% | 股份 |
| CAMBIAR INVESTORS LLC | $35671717 | 256465 | 0.21% | 股份 |
| WOLVERINE TRADING, LLC | $34881732 | 255600 | 0.21% | 卖出期权 |
| Point72 Asset Management, L.P. | $34466502 | 247800 | 0.21% | 买入期权 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $34381935 | 247192 | 0.20% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $32614101 | 234482 | 0.19% | 股份 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $31581914 | 227061 | 0.19% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $31040236 | 223167 | 0.18% | 股份 |
| BARCLAYS PLC | $30601331 | 220011 | 0.18% | 股份 |
| CITIGROUP INC | $30599800 | 220000 | 0.18% | 卖出期权 |
| Night Squared LP | $29762478 | 213980 | 0.18% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $29055205 | 208895 | 0.17% | 股份 |
| Schonfeld Strategic Advisors LLC | $28379366 | 204036 | 0.17% | 股份 |
| Hook Mill Capital Partners, LP | $28006884 | 201358 | 0.17% | 股份 |
| Framtiden Holdings Management Co LLC | $27818000 | 165000 | 0.17% | 股份 |
| Empyrean Capital Partners, LP | $25216739 | 181298 | 0.15% | 股份 |
| Walleye Trading LLC | $23853935 | 171500 | 0.14% | 买入期权 |
| Cable Car Capital, LP | $23659209 | 170100 | 0.14% | 股份 |
| SCOPUS ASSET MANAGEMENT, L.P. | $23436665 | 168500 | 0.14% | 股份 |
| CITIGROUP INC | $22435217 | 161300 | 0.13% | 买入期权 |
| Squarepoint Ops LLC | $22355658 | 160728 | 0.13% | 股份 |
| Capital International, Inc./CA/ | $22290285 | 160258 | 0.13% | 股份 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $22254400 | 160000 | 0.13% | 股份 |
| EP Wealth Advisors, LLC | $22233600 | 159850 | 0.13% | 股份 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $22142530 | 159196 | 0.13% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $22035939 | 158429 | 0.13% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $22029631 | 158384 | 0.13% | 股份 |
| Junto Capital Management LP | $21683296 | 155894 | 0.13% | 股份 |
| National Pension Service | $21231254 | 152644 | 0.13% | 股份 |
| Ceredex Value Advisors LLC | $19750780 | 142000 | 0.12% | 股份 |
| CORDA Investment Management, LLC. | $19611551 | 140999 | 0.12% | 股份 |
| Gotham Asset Management, LLC | $19505286 | 140235 | 0.12% | 股份 |
| AEGON ASSET MANAGEMENT UK Plc | $19123623 | 137491 | 0.11% | 股份 |
| CAPITAL INTERNATIONAL SARL | $18866168 | 135640 | 0.11% | 股份 |
| UBS Group AG | $17813813 | 128074 | 0.11% | 股份 |
| Point72 Asset Management, L.P. | $17747884 | 127600 | 0.11% | 卖出期权 |
| Weiss Asset Management LP | $17721874 | 127413 | 0.11% | 股份 |
| LPL Financial LLC | $17687032 | 127162 | 0.11% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $17374288 | 124914 | 0.10% | 股份 |
| AIA Group Ltd | $17056189 | 122627 | 0.10% | 股份 |
| HARRIS ASSOCIATES L P | $17010707 | 122300 | 0.10% | 股份 |
| Toroso Investments, LLC | $16814013 | 121876 | 0.10% | 股份 |
| Toroso Investments, LLC | $16803528 | 121800 | 0.10% | 买入期权 |
| SCS Capital Management LLC | $16687528 | 119976 | 0.10% | 股份 |
| DAVIDSON INVESTMENT ADVISORS | $16076602 | 115584 | 0.10% | 股份 |
| COERENTE CAPITAL MANAGEMENT | $15580722 | 112019 | 0.09% | 股份 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $15491427 | 111377 | 0.09% | 股份 |
公司内部人士 72 位内幕人士 · 23 位高管 · 25 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 |
|---|---|---|---|---|---|---|
| Nicholas I. Fink | President & CEO | 2026年7月10日 M | 3476 | 0 | 0 | $0 |
| William A Newlands | President & CEO | 2025年5月1日 M | 15102 | 0 | 0 | $0 |
| Jon Moramarco | CEO, Constell. International | 2009年6月30日 D | 71255 | 0 | 0 | $0 |
| Alexander Berk | CEO, Constell. Beers & Spirits | 2009年5月31日 D | 60278 | 0 | 0 | $0 |
| Jose F Fernandez | CEO, Constell Wines N. Amer. | 2009年4月6日 A | 62409 | 0 | 0 | $0 |
| Stephen Brian Millar | CEO, Constellation Wines | 2005年8月4日 M | 2296 | 0 | 0 | $0 |
| Garth Hankinson | EVP & CFO | 2025年7月15日 A | 13799 | 0 | 0 | $0 |
| David Eric Klein | Exec Vice Pres. & CFO | 2020年1月9日 C | 45356 | 0 | 0 | $0 |
| Robert P Ryder | Executive VP & CFO | 2015年5月1日 M | 89381 | 0 | 0 | $0 |
| Thomas S Summer | Executive VP & CFO | 2007年4月18日 A | 0 | 0 | 0 | $0 |
| James O. Bourdeau | EVP & Chief Legal Officer | 2025年7月21日 S | 9438 | 0 | 0 | $0 |
| Samuel J Glaetzer | EVP & Pres. Wine and Spirits | 2025年5月13日 S | 3126 | 0 | 0 | $0 |
| Michael Mcgrew | EVP, Chief Com, CSR, Incl Off | 2025年5月1日 M | 2549 | 0 | 0 | $0 |
| Mallika Monteiro | EVP, MD, Beer & Interim CGSO | 2025年5月1日 M | 6526 | 0 | 0 | $0 |
| James A. Sabia Jr. | EVP & Pres. Beer | 2025年5月1日 M | 17787 | 0 | 0 | $0 |
| Paula Kristine Erickson | EVP & Chief HR Officer | 2025年4月25日 A | — | 0 | 0 | $0 |
| Kaneenat Kristann Carey | EVP & Chief HR Officer | 2024年11月13日 S | 2391 | 0 | 0 | $0 |
| Yuri Hermida | EVP, Chief Growth & Strategy | 2024年10月7日 A | — | 0 | 0 | $0 |
| Robert Lee Hanson | EVP & Pres. Wine and Spirits | 2024年1月18日 G | 11716 | 0 | 0 | $0 |
| Thomas Michael Kane | EVP & Chief HR Officer | 2022年5月1日 M | 5984 | 0 | 0 | $0 |
| Paul F Hetterich | EVP & Chair Beer | 2022年4月5日 A | 57845 | 0 | 0 | $0 |
| John A Wright | Exec. Vice President | 2016年5月10日 M | 107280 | 0 | 0 | $0 |
| Keith W Wilson | Executive Vice President | 2013年6月14日 M | 26760 | 0 | 0 | $0 |
| Edith Morgan Flatley | 董事 | 2026年7月22日 A | 187 | 0 | 0 | $0 |
| Garza Jose Manuel Madero | 董事 | 2026年7月22日 A | 2882 | 0 | 0 | $0 |
| Christy Clark | 董事 | 2026年7月22日 A | 3922 | 0 | 0 | $0 |
| Luca Zaramella | 董事 | 2026年7月22日 A | 1617 | 0 | 0 | $0 |
| Ernesto M Hernandez | 董事 | 2026年7月22日 A | 3681 | 0 | 0 | $0 |
| Jennifer Daniels | 董事 | 2026年7月22日 A | 4505 | 0 | 0 | $0 |
| Christopher J Baldwin | 董事 | 2026年7月22日 A | 3825 | 0 | 0 | $0 |
| Robert Sands | 董事 | 2026年7月22日 A | 9714 | 0 | 0 | $0 |
| Richard Sands | 董事 | 2026年7月22日 A | 1114 | 0 | 0 | $0 |
| William T Giles | 董事 | 2026年7月22日 A | 3080 | 0 | 0 | $0 |
| Daniel J Mccarthy | 董事 | 2026年7月22日 A | 4849 | 0 | 0 | $0 |
| Judy Schmeling | 董事 | 2024年7月17日 A | 6285 | 0 | 0 | $0 |
| Susan S Johnson | 董事 | 2023年7月21日 A | 2988 | 0 | 0 | $0 |
| Jeremy S G Fowden | 董事 | 2023年7月10日 M | 19480 | 0 | 0 | $0 |
| James A Locke III | 董事 | 2023年7月10日 M | 469 | 0 | 0 | $0 |
| Frederic Cumenal | 董事 | 2016年7月20日 A | 511 | 0 | 0 | $0 |
| Jeananne K Hauswald | 董事 | 2015年5月20日 M | 16808 | 0 | 0 | $0 |
| Mark Zupan | 董事 | 2014年7月23日 A | 21407 | 0 | 0 | $0 |
| Paul L Smith | 董事 | 2013年7月24日 A | 14487 | 0 | 0 | $0 |
| Peter M Perez | 董事 | 2010年1月19日 D | 3631 | 0 | 0 | $0 |
| Peter H Soderberg | 董事 | 2009年7月23日 A | 9670 | 0 | 0 | $0 |
| Thomas C Mcdermott | 董事 | 2008年7月17日 A | 17541 | 0 | 0 | $0 |
| George Bresler | 董事 | 2005年7月28日 A | 5368 | 0 | 0 | $0 |
| RSS 2015 BUSINESS MANAGEMENT LLC | 10% 所有者 | 2016年11月22日 J | — | 0 | 0 | $0 |
| RHT 2015 BUSINESS MANAGEMENT LLC | 10% 所有者 | 2016年11月22日 J | — | 0 | 0 | $0 |
| RCT 2015 BUSINESS MANAGEMENT LLC | 10% 所有者 | 2016年11月22日 J | — | 0 | 0 | $0 |
| RSS Business Management LLC | 10% 所有者 | 2016年11月22日 J | — | 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 |
|---|---|---|---|---|---|
| Richard Sands, Robert Sands, Abigail Bennett, Zachary Stern, Astra Legacy LLC, AJB Business Holdings LP, ZMSS Business Holdings LP, RSS 2015 Business Holdings LP, RES Master LLC, RSS Master LLC, RCT 2020 Investments LLC, WildStar Partners LLC, RES Business Holdings LP, SER Business Holdings LP, RHT 2015 Business Holdings LP, RSS Business Holdings LP, SSR Business Holdings LP, RCT 2015 Business Holdings LP, MAS Business Holdings LP, NSDT 2009 STZ LLC, NSDT 2011 STZ LLC, RSS Business Management LLC, SSR Business Management LLC, LES Lauren Holdings LLC, MES Mackenzie Holdings LLC, Sands Family Foundation ×12 申报 | 2023年5月12日 | — | 初始申报 | — | SEC |
| Constellation Brands, Inc. ×12 申报 | 2004年12月20日 | — | 初始申报 | 并购/出售 | 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, 未披露的报告人, 未披露的报告人 | 2001年10月18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, 未披露的报告人, 未披露的报告人 | 2001年10月18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, 未披露的报告人, 未披露的报告人, 未披露的报告人 | 2001年9月7日 | — | 初始申报 | 被动投资 | SEC |
| 未披露的报告人 | 2001年4月20日 | — | 初始申报 | 并购/出售 | 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 182 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 |
|---|---|---|---|---|
| FTXG · First Trust Exchange-Traded Fund VI | 3.75% | 6294 NS | 2026年6月30日 | N-PORT |
| STNC · Hennessy Funds Trust | 3.10% | 18167 NS | 2026年4月30日 | N-PORT |
| OMAH · Tidal Trust III | 2.90% | 138596 NS | 2026年4月30日 | N-PORT |
| RSPS · Invesco Exchange-Traded Fund Trust | 2.69% | 50516 SH | 2026年8月21日 | 每日 |
| CAMX · ADVISORS' INNER CIRCLE FUND | 2.61% | 11000 NS | 2026年4月30日 | N-PORT |
| CVRD · Madison ETFs Trust | 2.52% | 5800 NS | 2026年6月30日 | N-PORT |
| MVFD · Northern Lights Fund Trust IV | 2.30% | 17992 NS | 2026年5月31日 | N-PORT |
| QDIV · Global X Funds | 1.67% | 3946 NS | 2026年5月31日 | N-PORT |
| QLTY · GMO ETF Trust | 1.53% | 498171 NS | 2026年5月31日 | N-PORT |
| DIVD · EA Series Trust | 1.19% | 1325 NS | 2026年4月30日 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 0.97% | 164623 SH | 2026年8月21日 | 每日 |
| LGRO · ALPS ETF Trust | 0.91% | 8808 NS | 2026年5月31日 | N-PORT |
| CGVV · Capital Group Equity ETF Trust I | 0.88% | 8720 NS | 2026年5月31日 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.87% | 80160 NS | 2026年4月30日 | N-PORT |
| FXG · First Trust Exchange-Traded Alpha... | 0.85% | 13306 NS | 2026年4月30日 | N-PORT |
| IYK · iShares Trust | 0.84% | 88689 SH | 2026年8月21日 | 每日 |
| VDC · VANGUARD WORLD FUND | 0.79% | 525665 SH | 2026年8月19日 | 每日 |
| UGE · ProShares Trust | 0.71% | 598 NS | 2026年5月31日 | N-PORT |
| GXPS · Global X Funds | 0.69% | 2964 NS | 2026年5月31日 | N-PORT |
| COWZ · Pacer Funds Trust | 0.63% | 727466 NS | 2026年4月30日 | N-PORT |
| QQWZ · Pacer Funds Trust | 0.62% | 1848 NS | 2026年4月30日 | N-PORT |
| LQAI · Exchange Listed Funds Trust | 0.59% | 79 NS | 2026年4月30日 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.55% | 24791 NS | 2026年5月31日 | N-PORT |
| ABCS · EA Series Trust | 0.52% | 428 NS | 2026年5月29日 | N-PORT |
| KXI · iShares Trust | 0.49% | 39729 SH | 2026年8月21日 | 每日 |
| EBI · RBB Fund Trust | 0.47% | 21993 NS | 2026年5月31日 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0.41% | 5538 NS | 2026年5月31日 | N-PORT |
| AKAF · ETF Series Solutions | 0.40% | 84 NS | 2026年5月31日 | N-PORT |
| FVD · First Trust Exchange-Traded Fund | 0.38% | 221489 NS | 2026年6月30日 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0.37% | 3809 NS | 2026年4月30日 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.35% | 940087 SH | 2026年8月19日 | 每日 |
| SPXD · DBX ETF Trust | 0.33% | 161 NS | 2026年5月31日 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0.33% | 65 NS | 2026年6月30日 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0.32% | 5512 NS | 2026年6月30日 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.30% | 3329 NS | 2026年4月30日 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Inde... | 0.29% | 8019000 | 2026年8月21日 | 每日 |
| IMCV · iShares Trust | 0.27% | 23933 SH | 2026年8月21日 | 每日 |
| EQIN · Columbia ETF Trust I | 0.26% | 4590 NS | 2026年4月30日 | N-PORT |
| HDV · iShares Trust | 0.25% | 286492 SH | 2026年8月21日 | 每日 |
| BSCR · Invesco Exchange-Traded Self-Inde... | 0.25% | 11320000 | 2026年8月21日 | 每日 |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.22% | 166 NS | 2026年5月31日 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.21% | 6045 NS | 2026年5月31日 | N-PORT |
| REVS · Columbia ETF Trust I | 0.20% | 3713 NS | 2026年4月30日 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.20% | 76834 NS | 2026年4月30日 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.20% | 188797 NS | 2026年5月31日 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0.20% | 472 NS | 2026年6月30日 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.20% | 3171503 SH | 2026年8月19日 | 每日 |
| PFIG · Invesco Exchange-Traded Fund Trus... | 0.18% | 235000 | 2026年8月21日 | 每日 |
| GSEW · Goldman Sachs ETF Trust | 0.18% | 22912 NS | 2026年5月31日 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0.18% | 1312750 SH | 2026年8月21日 | 每日 |