WK 分类 A Workiva Inc. Class A Common Stock
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关于 Workiva Inc. Class A Common Stock 公司概况（来自维基百科）
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
History
Early history
2008 - 2014
In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.
Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.
The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.
Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.
In July 2014, the company changed its name to Workiva LLC.
Recent history
2014 - 2019
The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).
Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.
In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.
Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.
In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.
2020 - 2025
In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.
In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.
In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.
In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.
In December 2021, Workiva acquired AuditNet, a global audit content and services provider.
In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.
In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.
In September 2025, the company launched an agentic AI platform, Workiva AI.
Applications
Workiva's first SaaS product was SEC reporting software designed to enable corporations to automate their SEC filings by using a proprietary system of document tags and linking. The platform also enabled companies to file electronically directly with the SEC, using the business mark-up language XBRL (Extensible Business Reporting Language), required by the SEC. A customer of Workiva's was the first company to file Inline XBRL with the SEC.
The company has since expanded to include other corporate financial and compliance reporting functions, including:
Sarbanes–Oxley reporting and Recovery and Resolution Plans (RRP) - WDesk integrates documentation required for financial statements, risk assessment and forecasts required by the Sarbanes–Oxley Act into a single view.
SEC and ESEF Filing - including EDGAR HTML conversion and XBRL mapping, creating and filing documentation for IPOs, S-1s, 10Ks, 10-Qs, 20-Fs for SEC, as well as the reports needed to meet Investor Relations, mutual fund and European Single Electronic Format reporting in line with the European Securities and Markets Authority ESMA.
CAFR and State and Local Reporting - used by municipal securities issuers or agents for preparing documentation for Continuing Disclosures to the Municipal Securities Rulemaking Board and documentation required of state and local education departments to meet mandated guidelines.
ESG, Sustainability and Corporate Social Responsibility (CSR) - WDesk supports most global reporting frameworks that track CSR including Global Responsibility Index, the Carbon Disclosure Project and the Dow Jones Sustainability Indices.
Internal Reporting - these tasks include compiling management reports, risk assessments, board reports, among others.
Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically.
European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates.
Global Legal Entity Identifier (GLEIF) deployed the Workiva platform to create their annual report which was then showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting.
In September 2021, Workiva formed a partnership with Wilson Sonsini (WSGR), a premier legal firm, to automate the generation of the SEC Form S-1. The new application is known as the WS-1 and helps reduce the time needed to prepare IPO statements.
== References ==
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
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？
| 指标 | 5年趋势 | WK | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 85.85年均值 ≈-112.5 | ≈-112.5 | 36.2 | 估值过高 |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
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 | WK | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 80.2%5年均值 ≈76.6% | ≈76.6% | 75.8% | 顶尖 | |
| 营业利润率 (TTM) | 3.3%5年均值 ≈-10.7% | ≈-10.7% | 4.2% | 持平 | |
| 息税折旧摊销前利润率 (TTM) | 4.4%5年均值 ≈-9.1% | ≈-9.1% | 4.2% | 顶尖 | |
| 税前利润率 (TTM) | 5.4%5年均值 ≈-10.9% | ≈-10.9% | 5.3% | 顶尖 | |
| 净利润率 (TTM) | 4.9%5年均值 ≈-11.2% | ≈-11.2% | 3.5% | 顶尖 | |
| ROA (TTM) | 3.5%5年均值 ≈-7.0% | ≈-7.0% | 8.5% | 弱 | |
| ROE (TTM) | -57.5%5年均值 ≈-7326.1% | ≈-7326.1% | 12.4% | 顶尖 | |
| ROIC | 911.5%5年均值 ≈-66.1% | ≈-66.1% | 9.2% | 顶尖 |
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 | WK | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 1.55年均值 ≈1.6 | ≈1.6 | 1.9 | 低流动性 | |
| Quick Ratio (速动比率) | 0.75年均值 ≈0.7 | ≈0.7 | 1.6 | 低流动性 |
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 | WK | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 19.8%5年均值 ≈20.3% | ≈20.3% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 18.0%5年均值 ≈19.4% | ≈19.4% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 20.3% | · | · | · |
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 | WK | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.65年均值 ≈0.6 | ≈0.6 | 0.7 | 弱 | |
| Receivables Turnover (应收账款周转率) | 5.65年均值 ≈5.7 | ≈5.7 | 6.1 | 弱 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$306.4K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
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 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 29, 2026 | $0.77 | $0.65 | 17.8% |
| 2026年3月31日 | $0.77 | $0.67 | 14.2% | |
| 2025年12月31日 | $0.78 | $0.71 | 10.2% | |
| 2025年9月30日 | $0.55 | $0.40 | 38.5% | |
| 2025年6月30日 | $0.19 | $0.06 | 236.9% | |
| 2025年3月31日 | $0.14 | $0.07 | 88.7% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Cost of Revenue | $190M | $172M | $154M | $130M | $104M | $90M | $85M | $66M | $60M | $52M | |
| Gross Profit | $694M | $567M | $476M | $408M | $339M | $261M | $213M | $178M | $148M | $127M | |
| R&D Expense | $215M | $193M | $173M | $152M | $116M | $95M | $90M | $82M | $68M | $57M | |
| SG&A Expense | $113M | $103M | $111M | $100M | $74M | $60M | $48M | $56M | $40M | $33M | |
| Operating Expenses | $737M | $643M | $570M | $497M | $369M | $299M | $258M | $228M | $192M | $171M | |
| Operating Income | $-42M | $-77M | $-95M | $-89M | $-29M | $-38M | $-45M | $-50M | $-44M | $-44M | |
| Interest Expense | · | · | $54M | $6M | $14M | $14M | $6M | $2M | $2M | $2M | |
| Interest Income | $34M | $39M | $26M | $5M | $1M | $3M | $5M | $1M | $586.0K | · | |
| Other Non-op | $-1M | $563.0K | $-2M | $926.0K | $3M | $-205.0K | $-564.0K | $513.0K | $1M | $6.0K | |
| Pretax Income | $-22M | $-49M | $-124M | $-89M | $-39M | $-49M | $-47M | $-50M | $-44M | $-44M | |
| Income Tax | $4M | $6M | $3M | $2M | $-1M | $-291.0K | $139.0K | $247.0K | $61.0K | $24.0K | |
| Net Income | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| EPS (Basic) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| EPS (Diluted) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| Shares (Basic) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| Shares (Diluted) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| EBITDA | $-31M | $-66M | $-83M | $-79M | $-24M | $-34M | $-42M | $-46M | $-41M | $-40M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $339M | $302M | $256M | $240M | $300M | $323M | $382M | $78M | $60M | $51M | |
| Receivables | $169M | $148M | $125M | $106M | $77M | $69M | $60M | $65M | $29M | $23M | |
| Prepaid Expense | $29M | $22M | $24M | $18M | $15M | $9M | $7M | $4M | $6M | $9M | |
| Current Assets | $1.16B | $1.05B | $1.01B | $600M | $657M | $633M | $571M | $177M | $115M | $98M | |
| PP&E (Net) | · | · | · | · | · | · | · | $41M | $40M | $43M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $60M | $56M | $56M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $18M | $16M | $13M | |
| Goodwill | $206M | $197M | $112M | $110M | $35M | $0 | · | · | · | · | |
| Intangibles | $22M | $27M | $23M | $28M | $10M | $2M | $2M | $1M | $1M | $1M | |
| Other Non-current Assets | $8M | $8M | $5M | $7M | $5M | $4M | $3M | $577.0K | $861.0K | $1M | |
| Total Assets | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M | |
| Accounts Payable | $9M | $8M | $5M | $6M | $4M | $3M | $7M | $5M | $3M | $849.0K | |
| Accrued Liabilities | $113M | $127M | $98M | $84M | $84M | $68M | $50M | $36M | $20M | $21M | |
| Current Liabilities | $742M | $592M | $484M | $407M | $646M | $282M | $232M | $192M | $129M | $100M | |
| Capital Leases | $10M | $9M | $11M | $12M | $16M | $17M | $19M | $17M | $18M | $20M | |
| Other Non-current Liabilities | $92.0K | $227.0K | $178.0K | $2M | $2M | $2M | $1M | $7M | $4M | $4M | |
| Total Liabilities | $1.50B | $1.41B | $1.31B | $814M | $714M | $643M | $585M | $241M | $175M | $146M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Paid-in Capital | $721M | $672M | $563M | $538M | $526M | $479M | $420M | $297M | $248M | $217M | |
| Retained Earnings | $-734M | $-708M | $-653M | $-525M | $-452M | $-415M | $-366M | $-307M | $-265M | $-221M | |
| AOCI | $7M | $-6M | $255.0K | $-7M | $-288.0K | $230.0K | $287.0K | $98.0K | $72.0K | $291.0K | |
| Stockholders' Equity | $-5M | $-42M | $-89M | $6M | $73M | $64M | $54M | $-10M | $-17M | $-3M | |
| Liabilities + Equity | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $10M | $5M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $123M | $102M | $99M | $71M | $49M | $46M | $36M | $31M | $19M | $14M | |
| Deferred Tax | $-363.0K | $-642.0K | $-48.0K | $600.0K | $-2M | $-263.0K | $-172.0K | $-4.0K | $0 | $-32.0K | |
| Amort. of Intangibles | $7M | $7M | $6M | $5M | $1M | $400.0K | $300.0K | · | · | · | |
| Other Non-cash | $33M | $30M | $89M | $21M | $36M | $32M | $39M | $22M | $27M | $16M | |
| Operating Cash Flow | $140M | $88M | $71M | $11M | $50M | $33M | $31M | $6M | $6M | $-10M | |
| CapEx | $2M | $1M | $2M | $3M | $4M | $2M | $3M | $1M | $1M | $2M | |
| Investing Cash Flow | $-35M | $-45M | $-357M | $-68M | $-69M | $-104M | $-90M | $-6M | $-6M | $4M | |
| Stock Repurchased | $72M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-72M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-75M | $7M | $301M | $-2M | $-3M | $11M | $363M | $17M | $10M | $-895.0K | |
| Net Change in Cash | $37M | $46M | $17M | $-60M | $-22M | $-59M | $304M | $17M | $9M | $-7M | |
| Taxes Paid | $5M | $6M | $3M | $1M | $-41.0K | $679.0K | $371.0K | $67.0K | $42.0K | $47.0K | |
| Free Cash Flow | $138M | $86M | $69M | $8M | $46M | $31M | $27M | $5M | $4M | $-12M | |
| Levered FCF | · | · | $14M | $2M | $33M | $17M | $21M | $3M | $2M | $-14M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% | 74.4% | 71.5% | 73.0% | · | · | |
| Operating Margin | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% | -10.8% | -15.3% | -20.4% | · | · | |
| Net Margin | -3.0% | -7.4% | -20.2% | -16.9% | -8.5% | -13.8% | -16.2% | -20.5% | · | · | |
| Pretax Margin | -2.5% | -6.7% | -19.7% | -16.6% | -8.8% | -13.9% | -16.1% | -20.4% | · | · | |
| EBITDA Margin | -3.6% | -8.9% | -13.2% | -14.6% | -5.4% | -9.5% | -14.0% | -18.8% | · | · | |
| ROA | -1.8% | -4.2% | -12.5% | -11.3% | -5.1% | -7.2% | -11.0% | -25.8% | -29.5% | -30.6% | |
| ROE | 72.7% | 119.0% | 125.6% | -36895.3% | -52.7% | -72.7% | -71.1% | 454.6% | 442.9% | -389.3% | |
| ROIC | 911.5% | 204.4% | 108.7% | -1516.1% | -38.8% | -58.5% | -70.2% | 513.7% | 262.0% | 1428.6% |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 | 2.2 | 2.5 | 0.9 | 0.9 | 1.0 | |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 | 1.4 | 1.9 | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| Interest Coverage | · | · | -1.8 | -14.7 | -2.1 | -2.7 | -7.2 | -27.3 | -24.0 | -23.2 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.5 | 0.7 | 1.3 | · | · | |
| Receivables Turnover | 5.6 | 5.4 | 5.4 | 5.9 | 6.1 | 5.4 | 4.8 | 4.4 | · | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $15.72 | $13.34 | $11.65 | $10.16 | $8.67 | · | · | · | · | · | |
| Cash Flow / Share | $2.49 | $1.58 | $1.31 | $0.21 | $0.97 | · | · | · | · | · | |
| EPS (TTM) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.8% | 17.2% | 17.1% | 21.3% | 26.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.0% | 18.6% | 21.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.3% | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Net Income TTM | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| P/E | -183.5 | -110.6 | -43.0 | -48.8 | -176.3 | -91.6 | -40.8 | · | · | · | |
| Earnings Yield | -0.54% | -0.90% | -2.3% | -2.1% | -0.57% | -1.1% | -2.5% | · | · | · |
损益表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $255M | $247M | $239M | $224M | $215M | $206M | $200M | $186M | $178M | $176M | $167M | $158M | $155M | $150M | $144M | $133M | |
| Cost of Revenue | $50M | $49M | $46M | $46M | $50M | $48M | $46M | $44M | $41M | $42M | $38M | $38M | $40M | $39M | $34M | $32M | |
| Gross Profit | $205M | $199M | $193M | $178M | $166M | $158M | $154M | $142M | $136M | $134M | $129M | $120M | $116M | $112M | $109M | $100M | |
| R&D Expense | $57M | $53M | $55M | $51M | $55M | $54M | $51M | $48M | $48M | $45M | $43M | $42M | $43M | $46M | $38M | $39M | |
| SG&A Expense | $27M | $26M | $28M | $29M | $29M | $27M | $27M | $26M | $26M | $24M | $24M | $21M | $24M | $42M | $24M | $27M | |
| Operating Expenses | $194M | $183M | $185M | $181M | $188M | $183M | $168M | $164M | $159M | $152M | $138M | $135M | $138M | $159M | $123M | $131M | |
| Operating Income | $12M | $15M | $8M | $-3M | $-22M | $-25M | $-13M | $-22M | $-23M | $-18M | $-9M | $-16M | $-23M | $-47M | $-13M | $-30M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $47M | $1M | $2M | · | $2M | |
| Interest Income | $8M | $8M | $9M | $8M | $8M | $9M | $9M | $9M | $10M | $10M | $10M | $7M | $5M | $4M | $3M | $1M | |
| Other Non-op | $564.0K | $398.0K | $-699.0K | $318.0K | $-736.0K | $-233.0K | $872.0K | $-350.0K | $-45.0K | $86.0K | $-364.0K | $-71.0K | $-439.0K | $-940.0K | $-541.0K | $964.0K | |
| Pretax Income | $17M | $21M | $13M | $2M | $-18M | $-19M | $-6M | $-16M | $-16M | $-11M | $-3M | $-56M | $-20M | $-46M | $-13M | $-29M | |
| Income Tax | $3M | $2M | $772.0K | $-626.0K | $2M | $2M | $2M | $959.0K | $1M | $713.0K | $1M | $530.0K | $819.0K | $585.0K | $1M | $467.0K | |
| Net Income | $13M | $19M | $12M | $3M | $-19M | $-21M | $-9M | $-17M | $-18M | $-12M | $-4M | $-56M | $-21M | $-46M | $-14M | $-30M | |
| EPS (Basic) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| EPS (Diluted) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| Shares (Basic) | 55,638,926 | 56,885,568 | · | 56,347,994 | 56,076,723 | 56,157,533 | · | 55,581,841 | 55,177,162 | 54,915,852 | · | 54,256,941 | 54,009,963 | 53,690,242 | · | 53,081,564 | |
| Shares (Diluted) | 56,056,066 | 58,441,679 | · | 58,184,796 | 56,076,723 | 56,157,533 | · | 55,581,841 | 55,177,162 | 54,915,852 | · | 54,256,941 | 54,009,963 | 53,690,242 | · | 53,081,564 | |
| EBITDA | $15M | $18M | · | $-718.0K | $-19M | $-22M | · | $-19M | $-21M | $-16M | · | $-13M | $-20M | $-44M | · | $-27M |
资产负债表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $252M | $334M | $339M | $316M | $284M | $242M | $302M | $248M | $268M | $296M | $256M | $405M | $199M | $195M | $240M | $229M | |
| Receivables | $148M | $138M | $169M | $144M | $122M | $119M | $148M | $138M | $121M | $88M | · | $99M | $84M | $77M | · | $82M | |
| Prepaid Expense | $27M | $34M | $29M | $26M | $25M | $28M | $22M | $21M | $21M | $26M | · | $22M | $25M | $24M | · | $14M | |
| Current Assets | $1.06B | $1.11B | $1.16B | $1.09B | $1.02B | $974M | $1.05B | $989M | $932M | $997M | · | $947M | $620M | $585M | · | $568M | |
| Goodwill | $204M | $204M | $206M | $206M | $206M | $200M | $197M | $202M | $199M | $110M | $112M | $109M | $111M | $111M | $110M | $103M | |
| Intangibles | $20M | $22M | $22M | $24M | $25M | $26M | $27M | $30M | $32M | $21M | · | $24M | $26M | $27M | · | $28M | |
| Other Non-current Assets | $7M | $7M | $8M | $7M | $7M | $8M | $8M | $6M | $7M | $6M | · | $5M | $6M | $7M | · | $6M | |
| Total Assets | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M | |
| Accounts Payable | $12M | $11M | $9M | $11M | $11M | $15M | $8M | $13M | $8M | $10M | · | $5M | $5M | $6M | · | $10M | |
| Accrued Liabilities | $105M | $89M | $113M | $120M | $119M | $93M | $127M | $111M | $113M | $89M | · | $94M | $91M | $79M | · | $85M | |
| Current Liabilities | $723M | $686M | $742M | $692M | $662M | $547M | $592M | $539M | $506M | $467M | · | $438M | $424M | $396M | · | $376M | |
| Capital Leases | $6M | $7M | $10M | $8M | $9M | $10M | $9M | $8M | $9M | $10M | · | $9M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | $101.0K | $102.0K | $92.0K | $284.0K | $292.0K | $238.0K | $227.0K | $236.0K | $221.0K | $212.0K | · | $2M | $2M | $2M | · | $1M | |
| Total Liabilities | $1.47B | $1.44B | $1.50B | $1.45B | $1.41B | $1.37B | $1.41B | $1.35B | $1.32B | $1.29B | · | $1.26B | $831M | $799M | · | $782M | |
| Paid-in Capital | $604M | $700M | $721M | $702M | $675M | $655M | $672M | $645M | $609M | $585M | · | $541M | $596M | $576M | · | $522M | |
| Retained Earnings | $-701M | $-715M | $-734M | $-746M | $-748M | $-729M | $-708M | $-699M | $-682M | $-664M | · | $-648M | $-592M | $-571M | · | $-511M | |
| AOCI | $288.0K | $3M | $7M | $7M | $7M | $-2M | $-6M | $3M | $-5M | $-4M | · | $-6M | $-3M | $-3M | · | $-17M | |
| Stockholders' Equity | $-97M | $-13M | $-5M | $-37M | $-67M | $-76M | $-42M | $-51M | $-78M | $-83M | $-89M | $-114M | $157.0K | $930.0K | $6M | $-5M | |
| Liabilities + Equity | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M |
现金流
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $30M | $29M | $36M | $30M | $28M | $28M | $26M | $27M | $25M | $23M | $21M | $19M | $21M | $38M | $17M | $20M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | $32M | $-24M | · | $10M | $38M | $-17M | · | $5M | $-10M | $11M | · | $49M | $23M | $11M | · | $12M | |
| Operating Cash Flow | $78M | $26M | $51M | $46M | $50M | $-7M | $44M | $19M | $-14.0K | $25M | $24M | $15M | $26M | $6M | $-1M | $5M | |
| CapEx | $332.0K | $728.0K | $226.0K | $91.0K | $995.0K | $763.0K | $809.0K | $243.0K | $108.0K | $203.0K | $392.0K | $895.0K | $639.0K | $198.0K | $1M | $1M | |
| Investing Cash Flow | $-34M | $21M | $-11M | $-10M | $-4M | $-9M | $13M | $-50M | $-26M | $17M | $-175M | $-109M | $-23M | $-50M | $11M | $-3M | |
| Stock Repurchased | $123M | $50M | $12M | $10M | $10M | $40M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-123M | $-50M | · | $-10M | $-10M | $-40M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-124M | $-50M | $-17M | $-4M | $-9M | $-45M | $873.0K | $9M | $-1M | $-1M | $984.0K | $301M | $-590.0K | $-349.0K | $-1M | $3M | |
| Net Change in Cash | $-82M | $-5M | $23M | $32M | $42M | $-60M | $54M | $-20M | $-28M | $40M | $-148M | $206M | $3M | $-45M | $11M | $3M | |
| Taxes Paid | $4M | $2M | $-700.0K | $684.0K | $2M | $3M | $2M | $1M | $2M | $952.0K | $531.0K | $604.0K | $1M | $323.0K | $576.0K | $225.0K | |
| Free Cash Flow | $78M | $26M | · | $46M | $49M | $-8M | · | $19M | $-122.0K | $25M | · | $14M | $25M | $5M | · | $4M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-34M | $24M | $4M | · | $2M |
盈利能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 80.4% | 80.4% | · | 79.3% | 77.0% | 76.6% | · | 76.5% | 76.8% | 76.4% | · | 75.8% | 74.5% | 74.4% | · | 75.6% | |
| Operating Margin | 4.6% | 6.2% | · | -1.5% | -10.3% | -12.0% | · | -11.7% | -13.0% | -10.4% | · | -9.8% | -14.6% | -31.2% | · | -22.7% | |
| Net Margin | 5.3% | 7.7% | · | 1.2% | -9.0% | -10.4% | · | -9.2% | -9.9% | -6.7% | · | -35.6% | -13.5% | -30.7% | · | -22.4% | |
| Pretax Margin | 6.6% | 8.3% | · | 0.96% | -8.2% | -9.4% | · | -8.6% | -9.1% | -6.2% | · | -35.2% | -13.0% | -30.3% | · | -22.0% | |
| EBITDA Margin | 5.7% | 7.2% | · | -0.32% | -8.9% | -10.6% | · | -10.1% | -11.6% | -9.0% | · | -8.1% | -12.8% | -29.3% | · | -20.6% | |
| ROA | 0.99% | 1.4% | · | 0.21% | -1.5% | -1.7% | · | -1.4% | -1.7% | -1.2% | · | -5.8% | -2.6% | -5.9% | · | -3.9% | |
| ROE | -16.4% | -43.0% | · | -6.3% | 26.9% | 26.9% | · | 20.7% | 45.2% | 28.4% | · | 94.4% | -522.0% | -353.3% | · | -91.8% | |
| ROIC | -9.7% | -111.8% | · | 11.9% | 36.4% | 35.9% | · | 45.4% | 32.5% | 23.4% | · | 13.8% | -15040.0% | -5101.3% | · | 557.4% |
流动性与偿付能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | · | 1.6 | 1.5 | 1.8 | · | 1.8 | 1.8 | 2.1 | · | 2.2 | 1.5 | 1.5 | · | 1.5 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.7 | · | 0.7 | 0.8 | 0.8 | · | 1.2 | 0.7 | 0.7 | · | 0.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | -0.3 | -15.1 | -31.2 | · | -19.9 |
效率
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.9 | 1.9 | · | 1.6 | 1.8 | 2.0 | · | 1.6 | 1.7 | 2.1 | · | 1.7 | 1.9 | 2.0 | · | 1.8 |
每股
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.55 | $4.23 | · | $3.85 | $3.84 | $3.67 | · | $3.34 | $3.22 | $3.20 | · | $2.92 | $2.87 | $2.80 | · | $2.50 | |
| Cash Flow / Share | $1.40 | $0.45 | · | $0.79 | $0.90 | $-0.13 | · | $0.34 | $-0.00 | $0.45 | · | $0.28 | $0.48 | $0.10 | · | $0.09 | |
| EPS (TTM) | $0.83 | $0.24 | · | $-0.83 | $-1.19 | $-1.16 | · | $-0.91 | $-1.64 | $-1.71 | · | $-2.55 | $-2.07 | $-2.23 | · | $-1.73 |
估值 (TTM)
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $966M | $926M | · | $846M | $807M | $769M | · | $705M | $678M | $656M | · | $607M | $582M | $558M | · | $515M | |
| Net Income TTM | $47M | $14M | · | $-47M | $-67M | $-65M | · | $-50M | $-90M | $-93M | · | $-137M | $-111M | $-119M | · | $-91M | |
| P/E | 58.4 | 248.5 | · | -103.7 | -57.5 | -65.4 | · | -86.9 | -44.5 | -49.6 | · | -39.7 | -49.1 | -45.9 | · | -45.0 | |
| Earnings Yield | 1.7% | 0.40% | · | -0.96% | -1.7% | -1.5% | · | -1.1% | -2.2% | -2.0% | · | -2.5% | -2.0% | -2.2% | · | -2.2% |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $885M | $739M | $630M | $538M | $443M |
| 毛利率 % | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% |
| 营业利润率 % | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% |
| 净收入 | $-26M | $-55M | $-128M | $-91M | $-38M |
| 稀释后每股收益 (EPS) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流动比率 | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 |
| 速动比率 | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $138M | $86M | $69M | $8M | $46M |
机构持有人 (13F) 331 家申报者 · $3.1B 总计 · 截至 2026年9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 |
|---|---|---|---|---|
| 65 (+14 与上一季度对比) | 66 (-5 与上一季度对比) | 118 (+1 与上一季度对比) | 84 (-23 与上一季度对比) | +414K |
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 | $539838836 | 6259001 | 17.54% | 股份 |
| BlackRock, Inc. | $267168330 | 5507490 | 8.68% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $196288536 | 4046352 | 6.38% | 股份 |
| Jericho Capital Asset Management L.P. | $168936802 | 3482515 | 5.49% | 股份 |
| EMINENCE CAPITAL, LP | $150260981 | 2519889 | 4.88% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $125064019 | 2578108 | 4.06% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $110944941 | 2287053 | 3.61% | 股份 |
| FMR LLC | $82323673 | 1697045 | 2.68% | 股份 |
| STATE STREET CORP | $71578736 | 1475546 | 2.33% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68904865 | 1420426 | 2.24% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $62792012 | 1294139 | 2.04% | 股份 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $61519994 | 1268192 | 2.00% | 股份 |
| Squarepoint Ops LLC | $60511374 | 1247400 | 1.97% | 股份 |
| FIRST TRUST ADVISORS LP | $54645302 | 1126475 | 1.78% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45768471 | 943485 | 1.49% | 股份 |
| Topline Capital Management, LLC | $42257110 | 871101 | 1.37% | 股份 |
| MAIRS & POWER INC | $40238608 | 829491 | 1.31% | 股份 |
| BANK OF AMERICA CORP /DE/ | $39010966 | 804184 | 1.27% | 股份 |
| UBS Group AG | $38209096 | 787654 | 1.24% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $34597963 | 713213 | 1.12% | 股份 |
| Qube Research & Technologies Ltd | $33944048 | 699733 | 1.10% | 股份 |
| GOLDMAN SACHS GROUP INC | $32487875 | 669715 | 1.06% | 股份 |
| Irenic Capital Management LP | $26778005 | 552010 | 0.87% | 股份 |
| TimesSquare Capital Management, LLC | $26616745 | 446365 | 0.87% | 股份 |
| NORTHERN TRUST CORP | $25610223 | 527937 | 0.83% | 股份 |
| MORGAN STANLEY | $25546919 | 526630 | 0.83% | 股份 |
| LOOMIS SAYLES & CO L P | $23641688 | 487357 | 0.77% | 股份 |
| Conestoga Capital Advisors, LLC | $22675126 | 467432 | 0.74% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21207117 | 437170 | 0.69% | 股份 |
| RIVERBRIDGE PARTNERS LLC | $21164128 | 436284 | 0.69% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $18133814 | 373816 | 0.59% | 股份 |
| CITADEL ADVISORS LLC | $16975443 | 349937 | 0.55% | 股份 |
| MARSHALL WACE, LLP | $16080241 | 331483 | 0.52% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $15543623 | 320421 | 0.51% | 股份 |
| Nuveen, LLC | $15453976 | 318573 | 0.50% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13807304 | 284628 | 0.45% | 股份 |
| AXA Investment Managers S.A. | $13178676 | 153098 | 0.43% | 股份 |
| COMERICA BANK | $13051132 | 151317 | 0.42% | 股份 |
| Ranger Investment Management, L.P. | $12949502 | 266945 | 0.42% | 股份 |
| Tetragon Partners GP Ltd | $12127500 | 250000 | 0.39% | 股份 |
| Russell Investments Group, Ltd. | $11844735 | 243581 | 0.38% | 股份 |
| JANUS HENDERSON GROUP PLC | $10325980 | 173155 | 0.34% | 股份 |
| Bank of New York Mellon Corp | $10241663 | 211125 | 0.33% | 股份 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10055153 | 207280 | 0.33% | 股份 |
| Man Group plc | $9450379 | 194813 | 0.31% | 股份 |
| ROYAL BANK OF CANADA | $9118000 | 187975 | 0.30% | 股份 |
| FEDERATED HERMES, INC. | $8539022 | 176026 | 0.28% | 股份 |
| JPMORGAN CHASE & CO | $8161567 | 164697 | 0.27% | 股份 |
| Impax Asset Management Group plc | $7862792 | 162086 | 0.26% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $7800068 | 160793 | 0.25% | 股份 |
公司内部人士 25 位内幕人士 · 13 位高管 · 10 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 |
|---|---|---|---|---|---|---|
| Julie Iskow | President & CEO | 2026年4月3日 F | 460530 | 0 | 0 | $0 |
| Barbara A Larson | EVP, CFO & Treasurer | 2026年2月2日 A | 141103 | 0 | 0 | $0 |
| Jill Klindt | EVP, CFO & Treasurer | 2025年5月23日 S | 107581 | 0 | 0 | $0 |
| Stuart J Miller | Executive VP & CFO | 2021年2月3日 F | 337648 | 0 | 0 | $0 |
| Junko Swain | SVP, Chief Accounting Officer | 2026年9月1日 F | 28830 | 0 | 0 | $0 |
| Brandon Ziegler | EVP, CLO, CAO & Corp Secretary | 2026年8月20日 S | 126216 | 0 | 1 | $-499199 |
| Michael D. Hawkins | EVP, Sales | 2025年3月13日 S | 52306 | 0 | 0 | $0 |
| Mithun Banarjee | Chief Customer Officer | 2022年9月1日 F | 160551 | 0 | 0 | $0 |
| Jeff D Trom | Executive VP & CTO | 2022年9月1日 F | 290907 | 0 | 0 | $0 |
| Scott G. Ryan | EVP and Chief Revenue Officer | 2020年2月3日 F | 248711 | 0 | 0 | $0 |
| Troy M. Calkins | EVP, CLO & Corp Secretary | 2020年2月3日 F | 288649 | 0 | 0 | $0 |
| Joseph H. Howell | Executive VP | 2018年2月5日 F | 20673 | 0 | 0 | $0 |
| Michael S. Sellberg | Executive VP & CPO | 2017年2月6日 F | 85237 | 0 | 0 | $0 |
| Martin J. Vanderploeg | 董事 | 2026年9月15日 G | 437105 | 0 | 0 | $0 |
| Robert H Herz | 董事 | 2026年6月4日 S | 37372 | 0 | 3 | $-263695 |
| Astha Malik | 董事 | 2026年6月1日 A | 7288 | 0 | 0 | $0 |
| Richard Scott Herren | 董事 | 2026年6月1日 A | 4947 | 0 | 0 | $0 |
| Michael M Crow | 董事 | 2026年6月1日 A | 7288 | 0 | 0 | $0 |
| Suku V. Radia | 董事 | 2026年6月1日 A | 15643 | 0 | 0 | $0 |
| Mark S Peek | 董事 | 2026年6月1日 A | 6070 | 0 | 0 | $0 |
| Brigid A Bonner | 董事 | 2024年5月30日 A | 21588 | 0 | 0 | $0 |
| Eugene S Katz | 董事 | 2020年11月13日 G | 91586 | 0 | 0 | $0 |
| Matthew M Rizai | 10% 所有者 | 2019年5月17日 S | 41585 | 0 | 0 | $0 |
| David S Mulcahy | · | 2025年12月10日 S | 240373 | 0 | 2 | $-180667 |
| Jerome M Behar | · | 2016年8月31日 S | 4257925 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 35 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 1.93% | 150 NS | 2026年7月31日 | N-PORT |
| RCGE · EA Series Trust | 0.63% | 10608 NS | 2026年7月31日 | N-PORT |
| HAPS · Harbor ETF Trust | 0.59% | 16897 NS | 2026年7月31日 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0.30% | 25605 SH | 2026年8月19日 | 每日 |
| IWO · iShares Trust | 0.24% | 489637 SH | 2026年9月11日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.15% | 55809 SH | 2026年8月19日 | 每日 |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.15% | 14806 NS | 2026年7月31日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.13% | 1952 NS | 2026年7月31日 | N-PORT |
| IGV · iShares Trust | 0.13% | 240332 SH | 2026年9月11日 | 每日 |
| ESML · iShares Trust | 0.12% | 48846 SH | 2026年9月11日 | 每日 |
| ISCG · iShares Trust | 0.12% | 16605 SH | 2026年9月11日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.12% | 14295 NS | 2026年7月31日 | N-PORT |
| IWM · iShares Trust | 0.12% | 1331555 SH | 2026年9月11日 | 每日 |
| RSSL · Global X Funds | 0.10% | 24922 NS | 2026年7月31日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.08% | 299517 SH | 2026年8月19日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.07% | 666280 SH | 2026年8月19日 | 每日 |
| FTEC · FIDELITY COVINGTON TRUST | 0.05% | 158206 NS | 2026年7月31日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.04% | 16578 SH | 2026年10月2日 | 每日 |
| VGT · VANGUARD WORLD FUND | 0.04% | 1239186 SH | 2026年8月19日 | 每日 |
| WSML · iShares Trust | 0.03% | 3039 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 603069 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1141308 SH | 2026年8月19日 | 每日 |
| TECB · iShares Trust | 0.02% | 1628 SH | 2026年9月11日 | 每日 |
| IGM · iShares Trust | 0.02% | 24698 SH | 2026年9月11日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.01% | 539 SH | 2026年10月2日 | 每日 |
| NUSC · Nushares ETF Trust | 0.01% | 2590 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 68040 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.00% | 13420 SH | 2026年9月10日 | 每日 |
| TILT · FlexShares Trust | 0.00% | 474 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1592068 SH | 2026年8月19日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.00% | 40869 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4271 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.00% | 11538 SH | 2026年8月19日 | 每日 |
| ISCB · iShares Trust | · | 2361 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 113466 SH | 2026年9月11日 | 每日 |
WK 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
12个月价格目标
10 位分析师 · 2026-10-03平均目标 $89.80 +26.1%
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| WK | · | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| LIF | $5.09B | 36.2 | 31.8% | 30.8% | 33.0% | 77.8% |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| CLSK | · | · | · | · | · | · |
| AVPT | $2.99B | 92.6 | 26.9% | 8.3% | 7.5% | 74.1% |
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| BRZE | · | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
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