Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-10-26	Reiterated	BMO Capital	Outperform	$127 → $123
Jun-10-26	Reiterated	Evercore ISI		$121 → $123
Jun-10-26	Reiterated	Mizuho Securities		$112 → $122
Jun-10-26	Reiterated	BTIG		$111 → $126
Jun-10-26	Upgrade	Evercore ISI Group	In Line → Outperform
May-29-26	Reiterated	Truist Financial		$130 → $127
May-21-26	Reiterated	Morgan Stanley	Equal Weight	$101 → $94
May-04-26	Reiterated	Evercore ISI		$107 → $115
Apr-30-26	Reiterated	Scotiabank	Sector Outperform	$105 → $129
Apr-30-26	Reiterated	UBS	Buy	$105 → $135

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	13,288	12,947	11,880	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	7,529	9,074	6,141
Gross Profit	5,758	3,872	5,738
Selling, General and Administrative Excl. Other	674	0	0
Research and Development	0	0	0
Other Operating Expense	2,085	819	3,087
Operating Income	2,998	3,054	2,651
Interest Expense	1,387	1,337	1,151
Unusual Expense	—	—	—
Non-Operating Income (Expense)	-460	-554	58
Net Income Before Taxes	2,288	2,271	1,442
Income Taxes	485	498	381
Consolidated Net Income	1,802	1,773	1,061
Net Income From Continuing Operations	1,802	1,773	1,061
Net Income	1,802	1,773	1,061
EPS (Recurring)	3.98	3.98	2.47
EPS (Basic, Before Extraordinaries)	3.98	3.98	2.47
EPS (Diluted)	3.92	3.91	2.45
EBITDA	5,913	6,145	5,037
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	28.34	23.64	—
Price To Sales Ratio	3.81	3.16	—
Gross Margin	43.33	29.91	48.30
Operating Margin	22.56	23.59	22.31
Net Margin	13.56	13.69	8.93
Shares Outstanding	456	442	428
Market Capitalization	50,666	40,854	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FISACKERLY HALEY	other: "Officer" Under Sec. 16 Rules	Jun 03 '26	Option Exercise	52.69	21,276	1,121,016	24,820	Jun 05 12:00 AM
FISACKERLY HALEY	other: "Officer" Under Sec. 16 Rules	Jun 03 '26	Sale	110.00	10,638	1,170,180	14,182	Jun 05 12:00 AM
VIAMONTES ELIECER	other: "Officer" Under Sec. 16 Rules	Feb 27 '26	Sale	106.45	5,274	561,406	0	Mar 03 12:00 AM
HUDSON JOHN O III	Chief External Affairs Officer	Feb 23 '26	Sale	104.79	10,000	1,047,900	5,294	Feb 25 12:00 AM
DINELLI JOHN C	EVP and Chief Nuclear Officer	Feb 20 '26	Option Exercise	54.80	8,000	438,400	27,609	Feb 24 12:00 AM
DINELLI JOHN C	EVP and Chief Nuclear Officer	Feb 20 '26	Sale	103.95	5,372	558,419	23,609	Feb 24 12:00 AM
CHAPMAN JASON	SVP Chief Tech & Bus Servs Off	Feb 13 '26	Sale	104.02	17,238	1,793,131	17,122	Feb 17 12:00 AM
Brown Marcus V	Executive Legal Advisor to CEO	Feb 13 '26	Sale	105.12	21,428	2,252,511	25,252	Feb 17 12:00 AM
VIAMONTES ELIECER	other: "Officer" Under Sec. 16 Rules	Nov 28 '25	Sale	97.16	947	92,011	2,875	Dec 01 12:00 AM
Landreaux Laura R	other: "Officer" Under Sec. 16 Rules	Nov 21 '25	Sale	93.66	2,500	234,150	21,357	Nov 24 12:00 AM
Ropp Ralph Lewis	Director	Nov 12 '25	Buy	96.69	1,000	96,690	1,050	Nov 13 12:00 AM
MINOR ANASTASIA	other: "Officer" Under Sec. 16 Rules	Nov 04 '25	Sale	96.39	5,000	481,950	10,122	Nov 05 12:00 AM
FISACKERLY HALEY	other: "Officer" Under Sec. 16 Rules	Nov 04 '25	Option Exercise	54.80	10,272	562,906	13,035	Nov 05 12:00 AM
FISACKERLY HALEY	other: "Officer" Under Sec. 16 Rules	Nov 04 '25	Sale	96.50	5,136	495,624	7,899	Nov 05 12:00 AM
CHAPMAN JASON	SVP Chief Tech & Bus Servs Off	Nov 03 '25	Option Exercise	65.86	10,000	658,600	30,976	Nov 04 12:00 AM


Market Cap	50.76B	Forward P/E	21.92	EPS next Y	5.07	Insider Trans	-0.01%	Shs Float	-	Perf Month	0.51%


Enterprise Value	81.25B	PEG	1.03	EPS next Q	1.08	Inst Own	-	Short Float	-	Perf Quarter	6.90%


Income	1.81B	P/S	3.82	EPS this Y	12.27%	Inst Trans	-	Short Ratio	-	Perf Half Y	19.72%


Sales	13.29B	P/B	2.91	EPS next Y	15.19%	ROA	2.38%	Short Interest	-	Perf YTD	20.21%


Book/sh	38.08	P/C	9.28	EPS next 5Y	13.40%	ROE	10.63%	52W High	118.45 -6.20%	Perf Year	37.21%


Cash/sh	7.80	P/FCF	-	EPS past 3/5Y	-	ROIC	3.35%	52W Low	80.11 38.70%	Perf 3Y	-


Dividend Est.	2.52 (2.27%)	EV/EBITDA	13.74	Sales past 3/5Y	-2.02% 5.06%	Gross Margin	43.33%	Volatility	1.29% 1.41%	Perf 5Y	-


Dividend TTM	2.52 (2.27%)	EV/Sales	6.11	EPS Y/Y TTM	61.22%	Oper. Margin	22.57%	ATR (14)	2.29	Perf 10Y	-


Dividend Ex-Date	May 01, 2026	Quick Ratio	0.73	Sales Y/Y TTM	11.85%	Profit Margin	13.56%	RSI (14)	51.25	Recom	2.15


Dividend Gr. 3/5Y	5.98% 5.47%	Current Ratio	0.96	EPS Q/Q	4.88%	SMA20	0.88%	Beta	0.26	Target Price	120.31


Payout	62.56%	Debt/Eq	1.96	Sales Q/Q	11.98%	SMA50	-1.05%	Rel Volume	1.27	Prev Close	110.86


Employees	12,000	LT Debt/Eq	1.62	Earnings	Jul 29	SMA200	10.10%	Avg Volume	3.65M	Price	111.11


IPO Date	Jun 01, 1972	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.38% 10.27%	Net Debt/EBITDA	5.16	Volume	4,643,355	Change	0.23%

ETR