Top line decelerating.
+9.8% YoY versus +16.3% prior. 3y CAGR +14.7%.
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Consumer Discretionary · Market Cap: $15.8B
Fundamentals as of 2026-03-31
+9.8% YoY versus +16.3% prior. 3y CAGR +14.7%.
Net margin 18.7% versus 19.4% prior (−0.7pp). Operating 23.1%.
P/E 15.4x — 21% below the 5y median of 19.5x.
FCF $1.2B versus $958.3M prior. FCF margin 22%; 115% of net income; CapEx 11% of OCF.
Net cash $1.9B versus $1.9B prior. Liquidity: current ratio 3.5.
Dividend distribution not reported versus prior comparable. CapEx $135.1M.
Current: 0.00x
Income · Balance · Cash Flow