Brunswick (BC)
Market Price (3/20/2026): $71.15 | Market Cap: $4.7 BilSector: Consumer Discretionary | Industry: Leisure Products
Brunswick (BC)
Market Price (3/20/2026): $71.15Market Cap: $4.7 BilSector: Consumer DiscretionaryIndustry: Leisure Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% | Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -76% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.3% |
| Attractive yieldDividend Yield is 2.4%, FCF Yield is 8.5% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.7% | |
| Low stock price volatilityVol 12M is 46% | Key risksBC key risks include vulnerability to tariffs on Chinese-manufactured components for its Mercury Marine outboards. | |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Electric Vehicles & Autonomous Driving. Themes include Experiential Retail, EV Manufacturing, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Attractive yieldDividend Yield is 2.4%, FCF Yield is 8.5% |
| Low stock price volatilityVol 12M is 46% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Electric Vehicles & Autonomous Driving. Themes include Experiential Retail, EV Manufacturing, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -76% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.3% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.7% |
| Key risksBC key risks include vulnerability to tariffs on Chinese-manufactured components for its Mercury Marine outboards. |
Qualitative Assessment
AI Analysis | Feedback
Brunswick (BC) stock has gained about 10% since 11/30/2025 because of the following key factors:
1. Stronger-than-Expected Q4 2025 Earnings Results.
Brunswick Corporation reported robust financial performance for the fourth quarter of 2025, surpassing analyst expectations. The company announced diluted earnings per share (EPS) of $0.58, exceeding the consensus forecast of $0.57 by 1.75%. Additionally, revenue reached $1.33 billion, which was a significant 9.92% increase over the anticipated $1.21 billion. This positive earnings beat was driven by a 15.5% year-over-year increase in Q4 net sales.
2. Optimistic 2026 Financial Outlook and Market Tailwinds.
Brunswick provided a favorable outlook for 2026, projecting revenue between $5.6 billion and $5.8 billion, which exceeds the current market expectation of $5.54 billion. Management expressed confidence in "building market tailwinds" and highlighted "retail market stabilization" experienced in the second half of 2025. The company also noted anticipation of further interest rate cuts during 2026, contributing to a positive sentiment for the marine recreation sector.
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1. Stronger-than-Expected Q4 2025 Earnings Results.
Brunswick Corporation reported robust financial performance for the fourth quarter of 2025, surpassing analyst expectations. The company announced diluted earnings per share (EPS) of $0.58, exceeding the consensus forecast of $0.57 by 1.75%. Additionally, revenue reached $1.33 billion, which was a significant 9.92% increase over the anticipated $1.21 billion. This positive earnings beat was driven by a 15.5% year-over-year increase in Q4 net sales.
2. Optimistic 2026 Financial Outlook and Market Tailwinds.
Brunswick provided a favorable outlook for 2026, projecting revenue between $5.6 billion and $5.8 billion, which exceeds the current market expectation of $5.54 billion. Management expressed confidence in "building market tailwinds" and highlighted "retail market stabilization" experienced in the second half of 2025. The company also noted anticipation of further interest rate cuts during 2026, contributing to a positive sentiment for the marine recreation sector.
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Stock Movement Drivers
Fundamental Drivers
The 8.2% change in BC stock from 11/30/2025 to 3/19/2026 was primarily driven by a 4.4% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3192026 | Change |
|---|---|---|---|
| Stock Price ($) | 65.78 | 71.18 | 8.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,184 | 5,363 | 3.5% |
| P/S Multiple | 0.8 | 0.9 | 4.4% |
| Shares Outstanding (Mil) | 66 | 66 | 0.2% |
| Cumulative Contribution | 8.2% |
Market Drivers
11/30/2025 to 3/19/2026| Return | Correlation | |
|---|---|---|
| BC | 8.2% | |
| Market (SPY) | -3.5% | 44.3% |
| Sector (XLY) | -7.2% | 43.7% |
Fundamental Drivers
The 13.2% change in BC stock from 8/31/2025 to 3/19/2026 was primarily driven by a 7.0% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3192026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.87 | 71.18 | 13.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,097 | 5,363 | 5.2% |
| P/S Multiple | 0.8 | 0.9 | 7.0% |
| Shares Outstanding (Mil) | 66 | 66 | 0.6% |
| Cumulative Contribution | 13.2% |
Market Drivers
8/31/2025 to 3/19/2026| Return | Correlation | |
|---|---|---|
| BC | 13.2% | |
| Market (SPY) | 2.6% | 45.5% |
| Sector (XLY) | -5.2% | 47.3% |
Fundamental Drivers
The 20.1% change in BC stock from 2/28/2025 to 3/19/2026 was primarily driven by a 15.5% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3192026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.28 | 71.18 | 20.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,237 | 5,363 | 2.4% |
| P/S Multiple | 0.8 | 0.9 | 15.5% |
| Shares Outstanding (Mil) | 67 | 66 | 1.5% |
| Cumulative Contribution | 20.1% |
Market Drivers
2/28/2025 to 3/19/2026| Return | Correlation | |
|---|---|---|
| BC | 20.1% | |
| Market (SPY) | 12.0% | 62.5% |
| Sector (XLY) | 2.3% | 66.2% |
Fundamental Drivers
The -12.8% change in BC stock from 2/28/2023 to 3/19/2026 was primarily driven by a -21.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3192026 | Change |
|---|---|---|---|
| Stock Price ($) | 81.60 | 71.18 | -12.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,812 | 5,363 | -21.3% |
| P/S Multiple | 0.9 | 0.9 | 0.4% |
| Shares Outstanding (Mil) | 72 | 66 | 10.4% |
| Cumulative Contribution | -12.8% |
Market Drivers
2/28/2023 to 3/19/2026| Return | Correlation | |
|---|---|---|
| BC | -12.8% | |
| Market (SPY) | 72.7% | 54.3% |
| Sector (XLY) | 54.3% | 57.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BC Return | 34% | -27% | 37% | -32% | 18% | -4% | 3% |
| Peers Return | 17% | -19% | 14% | -11% | -4% | -6% | -13% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -3% | 76% |
Monthly Win Rates [3] | |||||||
| BC Win Rate | 58% | 33% | 50% | 50% | 67% | 33% | |
| Peers Win Rate | 60% | 38% | 50% | 43% | 52% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BC Max Drawdown | 0% | -37% | -5% | -32% | -35% | -7% | |
| Peers Max Drawdown | -2% | -32% | -12% | -31% | -31% | -10% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -3% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PII, MBUU, MCFT, WGO, GRMN. See BC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/19/2026 (YTD)
How Low Can It Go
| Event | BC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -45.8% | -25.4% |
| % Gain to Breakeven | 84.5% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -59.4% | -33.9% |
| % Gain to Breakeven | 146.2% | 51.3% |
| Time to Breakeven | 94 days | 148 days |
| 2018 Correction | ||
| % Loss | -40.1% | -19.8% |
| % Gain to Breakeven | 66.9% | 24.7% |
| Time to Breakeven | 423 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -94.2% | -56.8% |
| % Gain to Breakeven | 1631.3% | 131.3% |
| Time to Breakeven | 1,515 days | 1,480 days |
Compare to PII, MBUU, MCFT, WGO, GRMN
In The Past
Brunswick's stock fell -45.8% during the 2022 Inflation Shock from a high on 5/7/2021. A -45.8% loss requires a 84.5% gain to breakeven.
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About Brunswick (BC)
Brunswick Corporation designs, manufactures, and markets recreation products worldwide. It operates through Propulsion; Parts & Accessories; and Boat segments. The Propulsion segment provides outboard, sterndrive, and inboard engines for independent boat builders and governments through marine dealers and distributors, specialty marine retailers, and marine service centers; and propulsion-related controls, rigging, and propellers to original equipment manufacturers and aftermarket retailers, distributors, and distribution businesses. This segment offers its products under the Mercury, Mercury MerCruiser, Mariner, Mercury Racing, and Mercury Diesel brands. The Parts & Accessories segment provides engine parts and consumables, electrical products, boat parts and systems, engine oils and lubricants, marine electronics and control systems, instruments, trolling motors, fuel systems, and electrical systems, as well as specialty vehicle, mobile, and transportation aftermarket products for aftermarket retailers, distributors, and distribution businesses, as well for as for the original equipment manufacturers in marine and non-marine markets; and supplies parts and accessories. This segment offers its products under the under the Mercury, Mercury Precision Parts, Quicksilver, and Seachoice brands. The Boat segment provides Sea Ray sport boats and cruisers; Bayliner sport cruisers, runabouts and Heyday wake; Boston Whaler fiberglass offshore boats; Lund fiberglass fishing boats; Crestliner, Cypress Cay, Harris, Lowe, Lund, Princecraft aluminum fishing, utility, pontoon, and deck boats; and Thunder Jet heavy-gauge aluminum boats, as well as the freedom boat club, dealer services, and technology to the marine industry through dealers and distributors. Brunswick Corporation was founded in 1845 and is headquartered in Mettawa, Illinois.
AI Analysis | Feedback
Here are a few analogies to describe Brunswick (BC):
- Like the General Motors of the marine industry, manufacturing engines, parts, and a diverse portfolio of boat brands.
- Think of it as a John Deere for the water, building everything from marine engines and boat parts to a wide range of boats.
AI Analysis | Feedback
- Marine Engines: Brunswick designs, manufactures, and markets outboard, sterndrive, and inboard engines for various marine applications.
- Marine Propulsion Components: The company produces essential propulsion-related controls, rigging, and propellers for marine engines.
- Marine Parts & Accessories: Brunswick supplies a wide range of engine parts, boat systems, lubricants, and marine electronics for both OEM and aftermarket.
- Recreational Boats: The company manufactures a diverse portfolio of boats including sport boats, fishing boats, pontoon boats, and offshore boats.
- Freedom Boat Club: Brunswick operates a membership-based boat club providing members with access to a variety of recreational boats.
- Marine Dealer Services & Technology: The company offers services and technology solutions to support marine dealers and the broader marine industry.
- Specialty Aftermarket Products: Brunswick also provides aftermarket products for specialty vehicle, mobile, and transportation applications.
AI Analysis | Feedback
Brunswick Corporation (BC) primarily sells its products and services to other businesses (B2B) through various channels.
Based on the provided description, Brunswick's major customer categories include:
- Other Boat Manufacturers (Original Equipment Manufacturers - OEMs): Brunswick's Propulsion and Parts & Accessories segments supply engines (under brands like Mercury, Mercury MerCruiser), propulsion systems, controls, rigging, propellers, and various parts to independent boat builders and other original equipment manufacturers. These manufacturers incorporate Brunswick's components into their own boat products. The provided description does not list specific names of these external public or private companies.
- Marine Dealers and Distributors: These businesses are key customers for Brunswick's Boat segment, purchasing finished boats (including brands like Sea Ray, Bayliner, Boston Whaler, Lund, Crestliner, and others) for resale to individual consumers. They also serve as a channel for Brunswick's Propulsion and Parts & Accessories products.
- Aftermarket Retailers, Distributors, and Distribution Businesses: Brunswick's Parts & Accessories segment sells a wide array of engine parts, consumables, electrical products, boat parts and systems, marine electronics, and more (under brands such as Mercury Precision Parts, Quicksilver, Seachoice) to these companies for distribution and resale in both marine and non-marine aftermarket channels.
- Governments: Brunswick's Propulsion segment also supplies engines and related products to government entities.
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David M. Foulkes, Chairman and Chief Executive Officer
David M. Foulkes joined Brunswick Corporation in 2007. He was appointed Chief Executive Officer in 2019 and will become Chairman of the Brunswick Board of Directors in March 2025. Prior to his CEO role, Mr. Foulkes served as President – Brunswick Marine Consumer Solutions and as Brunswick's Chief Technology Officer (CTO). He held various positions of increasing responsibility at Brunswick's Mercury Marine division, including Vice President of Product Development and Engineering and President of Mercury Racing. Before joining Brunswick, Mr. Foulkes spent 18 years with Ford Motor Company in a series of senior roles. He also worked with Shell Exploration and the Ministry of Defense in the United Kingdom. Mr. Foulkes holds a bachelor's and master's degree in aeronautics from Imperial College in London.
Ryan M. Gwillim, Executive Vice President, Chief Financial Officer and Strategy Officer
Ryan M. Gwillim joined Brunswick Corporation in 2011 and currently serves as Executive Vice President, Chief Financial Officer and Strategy Officer, a position he has held since June 2020. During his tenure at Brunswick, Mr. Gwillim held roles such as Vice President – Finance and Treasurer, Vice President – Investor Relations, and Assistant General Counsel – Corporate and Securities, where he was responsible for SEC compliance and financial reporting. He was also named General Counsel – International in 2015. Before joining Brunswick, Mr. Gwillim was an associate with Baker & McKenzie in Chicago in their corporate and securities practice group. Mr. Gwillim is a certified public accountant and holds bachelor's and master's degrees in accounting, as well as a law degree, from the University of Illinois.
Áine L. Denari, Executive Vice President and President, Navico Group, and Chief Technology Officer
Áine L. Denari joined Brunswick Corporation in 2020 and was appointed Executive Vice President and President of Navico Group and Chief Technology Officer for Brunswick Corporation in August 2024. Previously, Ms. Denari served as President, Brunswick Boat Group. In her current role, she leads the evolution of the Navico Group and is responsible for Brunswick's technology strategy and advanced development activities, including autonomy programs.
Brenna D. Preisser, Executive Vice President and President, Brunswick Boat Group
Brenna D. Preisser was named Executive Vice President and President, Brunswick Boat Group. Prior to this, since January 2019, she was Executive Vice President and President of Business Acceleration, a Brunswick division that includes Freedom Boat Club and Boateka. Ms. Preisser led the acquisition and expansion of Freedom Boat Club and also created Boateka, the company's pre-owned boat sales platform. She has held numerous executive positions at Brunswick, including chief human resources officer and chief strategy officer. She is now responsible for Brunswick's 18 boat brands.
John G. Buelow, Executive Vice President and President, Mercury Marine
John G. Buelow serves as Executive Vice President and President of Mercury Marine.
AI Analysis | Feedback
The key risks to Brunswick Corporation's business include its vulnerability to economic cycles, the impact of tariffs and uncertain trade policies, and potential supply chain disruptions.
- Vulnerability to Economic Cycles and Consumer Discretionary Spending: Brunswick's performance is significantly impacted by economic cycles and shifts in consumer confidence, particularly affecting demand for its recreational products, such as boats and engines, which are often considered big-ticket discretionary purchases. Prolonged economic uncertainties, high interest rates, and inflation can lead to reduced consumer spending, lower dealer inventory stocking, and decreased sales, especially in the value boat segment.
- Tariffs and Uncertain Trade Policies: The company faces ongoing risks related to tariffs and the unpredictable nature of global trade policies. These can lead to increased costs for imported components, disrupt supply chains, and negatively impact profitability. Management has explicitly stated that tariffs directly affect earnings, with significant costs attributed to tariffs on Chinese imports.
- Supply Chain Disruptions: Operational risks, including disruptions in the supply chain, such as shortages of raw materials and components, pose a significant challenge to Brunswick's manufacturing operations. The company's reliance on third-party suppliers means that any failure to meet production levels due to these disruptions could adversely affect sales and profitability.
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The emergence and increasing adoption of electric propulsion systems for boats pose a clear emerging threat to Brunswick's traditional internal combustion engine-focused Propulsion and Parts & Accessories segments.
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Brunswick Corporation (NYSE: BC) operates in several key markets related to recreational marine products and services. The addressable markets for its main products and services are sized as follows:
Recreational Boats
- The global recreational boat market was valued at approximately USD 24.3 billion in 2024 and is projected to reach USD 37.4 billion by 2033, growing at a CAGR of 4.64% during 2025-2033. Other estimates place the global leisure boat market at USD 51.06 billion in 2025, projected to grow to USD 97.38 billion by 2034 with a CAGR of 7.44%.
- In the U.S., the recreational boat market was valued at USD 19.6 billion in 2023 and is projected to be valued at USD 7.1 billion in 2025, reaching USD 12.9 billion in 2034 with a CAGR of 6.9%. Another report estimates the U.S. recreational boating market at approximately USD 28.71 billion in 2025. The U.S. boat building market alone was valued at USD 15.5 billion in 2024 and is expected to increase to USD 28.1 billion by 2032.
Marine Propulsion Systems (Engines, Controls, Rigging, Propellers)
- The global marine propulsion engine market size is expected to be valued at USD 18.4 billion in 2026 and is projected to reach USD 26.6 billion by 2033, growing at a CAGR of 5.4% from 2026-2033. Other estimates show the global marine engines market at USD 19.7 billion in 2024, projected to reach USD 26.9 billion by 2030 with a CAGR of 5.4%. It was also valued at USD 14.97 billion in 2025 and is predicted to increase to approximately USD 22.85 billion by 2035.
- The U.S. marine propulsion engine market alone is expected to surpass USD 2.5 billion by 2034. North America's marine propulsion engine market is valued at approximately USD 1.8 billion in 2026 and is projected to reach USD 2.8 billion by 2033. The U.S. marine engine market is projected to reach USD 1.19 billion by 2026.
Marine Parts & Accessories
- The global recreational boat parts and accessories market is projected to reach USD 23.45 billion by 2034, exhibiting a CAGR of 3.47% during the forecast period (2025-2034).
- The global watercraft accessories market size was valued at USD 8.2 billion in 2023 and is projected to reach approximately USD 12.9 billion by 2032. North America holds the largest share of this market, accounting for approximately 35% of the global market in 2023.
- The global marine electronics market size was estimated at USD 6.66 billion in 2024 and is projected to reach USD 9.73 billion by 2030. North America dominated the global marine electronics market with a revenue share of 36.48% in 2024.
Freedom Boat Club (Boat Sharing/Subscription Services)
- The global Boat Subscription Club market size reached USD 870 million in 2024 and is projected to expand to USD 2.47 billion by 2033, growing at a CAGR of 12.4% from 2025 to 2033.
- North America remains the largest market for Boat Subscription Clubs, accounting for approximately USD 390 million in market size in 2024.
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Brunswick (BC) is expected to drive future revenue growth over the next 2-3 years through several key strategies: * New Product Innovation and Technology: The company is heavily investing in new product development and advanced technologies across its segments. This includes the unveiling of new boat models like the Sea Ray SLX 360, electric propulsion solutions such as the Flite RACE eFoil, and advanced marine electronics like Simrad AutoCaptain. Additionally, the introduction of concepts like the Mercury 808, an "ultra-high horsepower concept" outboard engine, signals future directions in propulsion and a commitment to innovation to meet evolving consumer demands. This focus on cutting-edge offerings is a core element of Brunswick's long-term growth strategy. * Continued Market Share Gains: Brunswick has demonstrated significant success in gaining market share, particularly within its Propulsion segment with Mercury engines, holding an 84% share of outboards at the Miami Boat Show and over 50% at the Düsseldorf show. Management has explicitly identified sustained market share gains as a key catalyst for future growth and competitive advantage. This is further supported by new multi-year OEM supply agreements and successful commercial product launches. * Expansion of Recurring Revenue Businesses: Growth in Brunswick's recurring revenue streams, particularly its Parts & Accessories segment and Freedom Boat Club, is a significant driver. The Parts & Accessories segment experienced a 15% sales increase year-over-year in Q4 2025, driven by higher boating participation and distribution share gains. Freedom Boat Club continues to expand its global footprint, reaching 442 locations and reporting a 5% increase in member trips in 2025. These high-margin businesses contributed approximately 60% of the company's earnings in 2025, providing a stable foundation for future revenue growth. The Navico Group, which includes marine electronics and control systems, also saw sales growth supported by new product launches. * Improved Market Conditions and Optimized Wholesale/Retail Balance: Brunswick anticipates an improved market environment in 2026, characterized by stabilized retail demand and healthy, low dealer inventory levels. This improved retail landscape, where boat and engine sales outpaced wholesale in 2025, positions Brunswick for revenue growth in 2026 as wholesale shipments are expected to more closely match retail demand. The company projects that a portion of its anticipated 8% to 10% revenue growth in 2026 will come from these improving market conditions. * Strategic Pricing Actions: The company's ability to implement effective pricing actions has contributed to recent revenue growth. Brunswick's Q4 2025 sales growth was partially attributed to prior pricing actions and a lower discounting environment. While market expansion contributes to growth, a significant portion of the projected 2026 revenue growth is expected to come from pricing strategies, alongside market share gains and wholesale/retail matching.AI Analysis | Feedback
Share Repurchases
- Brunswick Corporation has repurchased $1.7 billion in shares since 2019.
- The company repurchased $80 million of its stock in 2025.
- Brunswick anticipates a baseline of approximately $50 million in share repurchases for 2026.
Outbound Investments
- In June 2021, Brunswick acquired Navico, a global leader in marine electronics and sensors, for $1.05 billion.
- The company acquired RELiON Battery and SemahTronix, a global supplier of high-complexity electrical wiring harnesses, in September 2021.
- Brunswick acquired Fliteboard, a manufacturer of flite boards, wings & propulsions, in September 2023.
Capital Expenditures
- Brunswick reported capital expenditures of $165.8 million in 2025.
- The company expects capital expenditures in 2026 to be similar to 2025 levels, as it is in a "harvest phase" for most recent capital initiatives.
- Primary focus of capital expenditures includes investments in new products, AI, and other technologies.
Latest Trefis Analyses
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Trade Ideas
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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 42.76 |
| Mkt Cap | 2.0 |
| Rev LTM | 4,119 |
| Op Inc LTM | 53 |
| FCF LTM | 266 |
| FCF 3Y Avg | 239 |
| CFO LTM | 367 |
| CFO 3Y Avg | 382 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.7% |
| Rev Chg 3Y Avg | -9.8% |
| Rev Chg Q | 12.8% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Mgn LTM | 4.0% |
| Op Mgn 3Y Avg | 6.6% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 10.4% |
| CFO/Rev 3Y Avg | 9.4% |
| FCF/Rev LTM | 7.6% |
| FCF/Rev 3Y Avg | 5.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.0 |
| P/S | 0.7 |
| P/EBIT | 14.9 |
| P/E | 23.3 |
| P/CFO | 8.5 |
| Total Yield | 3.9% |
| Dividend Yield | 1.2% |
| FCF Yield 3Y Avg | 7.0% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -19.1% |
| 3M Rtn | -9.4% |
| 6M Rtn | -3.6% |
| 12M Rtn | 15.6% |
| 3Y Rtn | -35.6% |
| 1M Excs Rtn | -16.2% |
| 3M Excs Rtn | -4.8% |
| 6M Excs Rtn | -2.7% |
| 12M Excs Rtn | -1.7% |
| 3Y Excs Rtn | -105.7% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $71.18 | |
| Market Cap ($ Bil) | 4.7 | |
| First Trading Date | 12/31/1981 | |
| Distance from 52W High | -20.2% | |
| 50 Days | 200 Days | |
| DMA Price | $81.93 | $67.93 |
| DMA Trend | up | up |
| Distance from DMA | -13.1% | 4.8% |
| 3M | 1YR | |
| Volatility | 40.9% | 46.5% |
| Downside Capture | 164.81 | 156.95 |
| Upside Capture | 156.04 | 157.61 |
| Correlation (SPY) | 45.2% | 62.8% |
BC Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.85 | 1.36 | 1.25 | 1.40 | 1.50 | 1.36 |
| Up Beta | -0.17 | 0.86 | 0.95 | 1.20 | 1.50 | 1.48 |
| Down Beta | 0.18 | 1.45 | 1.32 | 1.84 | 1.49 | 1.26 |
| Up Capture | 112% | 181% | 206% | 162% | 212% | 162% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 22 | 37 | 69 | 128 | 367 |
| Down Capture | 157% | 117% | 71% | 101% | 125% | 109% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 10 | 19 | 24 | 55 | 123 | 384 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BC | |
|---|---|---|---|---|
| BC | 28.1% | 46.4% | 0.67 | - |
| Sector ETF (XLY) | 14.2% | 23.6% | 0.50 | 66.9% |
| Equity (SPY) | 18.7% | 18.8% | 0.78 | 62.8% |
| Gold (GLD) | 53.5% | 26.8% | 1.59 | -1.7% |
| Commodities (DBC) | 18.5% | 17.4% | 0.86 | 18.3% |
| Real Estate (VNQ) | 4.4% | 16.1% | 0.08 | 58.2% |
| Bitcoin (BTCUSD) | -14.3% | 44.4% | -0.22 | 29.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BC | |
|---|---|---|---|---|
| BC | -5.3% | 37.9% | -0.04 | - |
| Sector ETF (XLY) | 6.5% | 23.6% | 0.24 | 61.6% |
| Equity (SPY) | 12.3% | 17.0% | 0.57 | 59.4% |
| Gold (GLD) | 21.6% | 17.4% | 1.01 | 1.4% |
| Commodities (DBC) | 10.8% | 19.0% | 0.46 | 10.6% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.11 | 52.9% |
| Bitcoin (BTCUSD) | 4.4% | 56.7% | 0.30 | 24.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BC | |
|---|---|---|---|---|
| BC | 6.9% | 39.6% | 0.30 | - |
| Sector ETF (XLY) | 12.4% | 21.9% | 0.52 | 62.8% |
| Equity (SPY) | 14.6% | 17.9% | 0.70 | 61.2% |
| Gold (GLD) | 13.5% | 15.7% | 0.71 | -0.6% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 20.5% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 53.9% |
| Bitcoin (BTCUSD) | 67.2% | 66.8% | 1.06 | 16.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/29/2026 | -4.2% | 4.8% | -4.9% |
| 10/23/2025 | 8.6% | 5.1% | -8.8% |
| 7/24/2025 | -8.2% | -8.5% | -3.4% |
| 4/24/2025 | 5.7% | 1.7% | 14.2% |
| 1/30/2025 | 1.3% | -2.3% | -10.1% |
| 10/24/2024 | 3.8% | 6.0% | 5.9% |
| 7/25/2024 | 7.5% | 10.8% | 4.5% |
| 4/25/2024 | -7.1% | -6.7% | -7.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 17 | 14 |
| # Negative | 9 | 7 | 10 |
| Median Positive | 3.6% | 5.1% | 7.7% |
| Median Negative | -4.2% | -6.4% | -6.3% |
| Max Positive | 8.6% | 11.4% | 18.7% |
| Max Negative | -8.2% | -8.5% | -15.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cooper, Nancy E | Direct | Sell | 11032025 | 64.12 | 233 | 14,940 | 1,736,562 | Form | |
| 2 | Cooper, Nancy E | Direct | Sell | 8042025 | 57.10 | 265 | 15,132 | 1,521,658 | Form | |
| 3 | Dekker, Christopher F | E.V.P. GEN COUNSEL & SECRETARY | Direct | Sell | 6112025 | 58.47 | 2,092 | 122,319 | 2,599,927 | Form |
| 4 | Cooper, Nancy E | Direct | Sell | 5012025 | 46.76 | 429 | 20,060 | 1,223,148 | Form | |
| 5 | Altman, Randall S | SVP and Controller | Direct | Sell | 2272025 | 63.21 | 3,417 | 215,989 | 1,686,632 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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