大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Fundsmithⓘ减仓-23.29%$958M7.02%高质量成长 / 长期集中持有
Markel加仓+6.13%$37M0.28%保险浮存金 / 长期价值
机构如何谈论它ⓘ
2026-02-05Colossus (Invest Like the Best / Business Breakdowns)中性How Investors are using AI - [Business Breakdowns, EP.240]详情 →
2025-12-12Colossus (Invest Like the Best / Business Breakdowns)中性Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]详情 →
2024-07-10Colossus (Invest Like the Best / Business Breakdowns)中性Cintas: Rags to Riches - [Business Breakdowns, EP.173]详情 →
2023-12-31Fundsmith看多Fundsmith Equity Fund Annual Report 2023详情 →
2022-03-22Colossus (Invest Like the Best / Business Breakdowns)看多Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]详情 →
2021-11-30Colossus (Invest Like the Best / Business Breakdowns)看空Francis Davidson - Design-led Hospitality - [Invest Like the Best, EP.253]详情 →
2021-09-01Colossus (Invest Like the Best / Business Breakdowns)中性Wyndham Hotels: Loyalty Matters - [Business Breakdowns, EP. 24]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 17% · 最新净利率 9.9% · 自由现金流持续为正
营收$26.2B
营收同比+4.3%
毛利率—
净利率9.9%
净利润$2.60B
自由现金流$2.61B
经营现金流$3.21B
ROE—