大师持有数 · 近 4 季ⓘ
2
2025Q2 – 2026Q1 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Harris (Oakmark)减仓-22.69%$1.0B1.34%深度价值 / 逆向长持
Patient Capitalⓘ减仓-3.5%$55M2.03%逆向成长价值 / 时间套利
机构如何谈论它ⓘ
2026-04-14Michael Mauboussin (Consilient Observer)中性Competitive Advantage Period: The Neglected Value Driver详情 →
2026-04-09Patient Capital Management看多“The Worst Brings Out the Best in Us” - Dr. Edith Eger详情 →
2026-01-16Patient Capital Management看多4Q25 Portfolio Activity and Attribution详情 →
2025-12-31Bonsai Partners中性Bonsai Partners 2H 2025 Letter详情 →
2025-04-07Oakmark Funds看多Markets in turmoil: Our views on the tariffs详情 →
2025-03-31GMO看空Tariffs: Making the U.S. Exceptional, but Not in a Good Way详情 →
2025-03-31Oakmark Funds看空Oakmark Fund: First Calendar Quarter 2025详情 →
2024-12-31Oakmark Funds看多Oakmark, still a large company fund | U.S. equity market commentary 4Q 2024详情 →
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 10% · 最新净利率 1.6% · 自由现金流持续为正
营收$168.0B
营收同比-2.1%
毛利率—
净利率1.6%
净利润$2.70B
自由现金流$17.6B
经营现金流$26.9B
ROE4.4%