Date	Action	Analyst	Rating	Target
May-08-26	Reiterated	Stifel Nicolaus		$153 → $172
May-07-26	Reiterated	Oppenheimer	Outperform	$105 → $180
Apr-30-26	Upgrade	Guggenheim	Neutral → Buy	$160
Apr-20-26	Initiated	GLJ Research	Hold	$141
Apr-15-26	Reiterated	Stifel Nicolaus		$144 → $153
Feb-26-26	Reiterated	Cantor Fitzgerald	Neutral	$97 → $115
Jan-26-26	Reiterated	Stifel Nicolaus		$110 → $107
Jan-23-26	Initiated	Cantor Fitzgerald	Neutral	$97
Nov-06-25	Reiterated	D.A. Davidson	Neutral	$88 → $102
Nov-06-25	Reiterated	Oppenheimer	Outperform	$90 → $105

Company

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023
Total Revenue	3,956	3,746	2,850	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	3,465	3,292	2,510
Gross Profit	493	454	339
Selling, General and Administrative Excl. Other	201	189	150
Research and Development	0	0	0
Other Operating Expense	0	0	0
Operating Income	292	265	190
Interest Expense	19	21	14
Unusual Expense	—	—	—
Non-Operating Income (Expense)	-24	-31	-5
Net Income Before Taxes	300	274	193
Income Taxes	77	72	50
Consolidated Net Income	223	202	143
Net Income From Continuing Operations	223	202	143
Net Income	223	202	143
EPS (Recurring)	4.38	3.94	2.81
EPS (Basic, Before Extraordinaries)	4.38	3.94	2.81
EPS (Diluted)	4.36	3.95	2.81
EBITDA	346	324	220
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	36.17	21.66	—
Price To Sales Ratio	2.03	1.16	—
Gross Margin	12.46	12.12	11.89
Operating Margin	7.38	7.07	6.67
Net Margin	5.64	5.39	5.02
Shares Outstanding	51	51	51
Market Capitalization	8,043	4,364	—
Operating Lease Expense	—	—	—

Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hernandez Helena Mercedes	Director	Dec 08 '25	Buy	92.18	250	23,045	2,110	Dec 08 12:00 AM


Market Cap	7.87B	Forward P/E	31.27	EPS next Y	5.04	Insider Trans	0.00%	Shs Float	-	Perf Month	7.83%


Enterprise Value	7.94B	PEG	0.75	EPS next Q	1.10	Inst Own	-	Short Float	-	Perf Quarter	34.21%


Income	223.60M	P/S	1.99	EPS this Y	3.78%	Inst Trans	-	Short Ratio	-	Perf Half Y	76.77%


Sales	3.96B	P/B	11.47	EPS next Y	11.45%	ROA	12.09%	Short Interest	-	Perf YTD	84.33%


Book/sh	13.46	P/C	26.86	EPS next 5Y	12.55%	ROE	37.17%	52W High	171.57 -8.08%	Perf Year	163.95%


Cash/sh	5.74	P/FCF	34.29	EPS past 3/5Y	-	ROIC	19.90%	52W Low	58.08 171.54%	Perf 3Y	-


Dividend Est.	-	EV/EBITDA	22.98	Sales past 3/5Y	11.55% -	Gross Margin	12.44%	Volatility	3.27% 3.80%	Perf 5Y	-


Dividend TTM	-	EV/Sales	2.01	EPS Y/Y TTM	55.16%	Oper. Margin	7.37%	ATR (14)	8.22	Perf 10Y	-


Dividend Ex-Date	-	Quick Ratio	1.71	Sales Y/Y TTM	38.81%	Profit Margin	5.65%	RSI (14)	57.47	Recom	2.67


Dividend Gr. 3/5Y	-	Current Ratio	1.77	EPS Q/Q	58.33%	SMA20	4.99%	Beta	2.53	Target Price	153.60


Payout	0.00%	Debt/Eq	0.53	Sales Q/Q	25.39%	SMA50	7.40%	Rel Volume	1.21	Prev Close	154.25


Employees	8,700	LT Debt/Eq	0.51	Earnings	Aug 11	SMA200	46.11%	Avg Volume	635.46K	Price	157.71


IPO Date	Oct 28, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	50.00% 11.03%	Net Debt/EBITDA	0.20	Volume	768,394	Change	2.24%