Cactus, Inc.

Informe acción NYSE:WHD

Capitalización de mercado: US$4.9b

Cactus Dirección

Dirección controles de criterios 4/4

El CEO de Cactus es Scott Bender , nombrado en Jan 2011, tiene una permanencia de 15.33 años. compensación anual total es $2.52M, compuesta por 17.8% salario y 82.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.17% de las acciones de la empresa, por valor de $8.46M. La antigüedad media del equipo directivo y de la junta directiva es de 2.8 años y 10.2 años, respectivamente.

Información clave

Scott Bender

Chief Executive Officer (CEO)

US$2.5m

Compensación total

Porcentaje del salario del CEO17.83%
Permanencia del CEO15.3yrs
Participación del CEO0.2%
Permanencia media de la dirección2.8yrs
Promedio de permanencia en la Junta Directiva10.2yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 15

There May Be Reason For Hope In Cactus' (NYSE:WHD) Disappointing Earnings

Shareholders appeared unconcerned with Cactus, Inc.'s ( NYSE:WHD ) lackluster earnings report last week. Our analysis...
Actualización de narrativa Apr 26

WHD: International Expansion And Margin Execution Will Guide Post Selloff Repricing Prospects

Narrative Update on Cactus The analyst price target for Cactus has been raised by $1.67 to reflect updated fair value assumptions and recent research, with analysts highlighting what they see as solid recent results, a reset of expectations around the International and Surface Pressure Control businesses, and potential margin optimization across U.S. and international markets. Analyst Commentary Recent research on Cactus has centered on the reset in expectations around its International and Surface Pressure Control businesses, along with updated views on margin potential and valuation.
Actualización de narrativa Apr 12

WHD: International Expansion And Margin Optimization Will Shape Post Selloff Repricing Potential

Analysts have lifted the average price target on Cactus to the low $60s, reflecting updated views that see recent post earnings weakness as overdone, supported by expectations for growth in the International and Surface Pressure Control businesses, and continued margin optimization across U.S. and international markets. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into the low US$60s, framing the recent pullback after earnings as creating a more appealing entry point relative to their updated expectations.
Actualización de narrativa Mar 27

WHD: International Expansion And Margin Optimization Will Support Repricing After Earnings Selloff

Narrative Update on Cactus The analyst price target for Cactus has moved from $51.50 to about $56.56, with analysts pointing to a solid Q4 report, views that the recent post earnings selloff was a surprising overreaction, and expectations around international growth and margin optimization as key drivers of their updated views. Analyst Commentary Recent research on Cactus highlights a mix of optimism around growth initiatives and caution around execution risks, especially following the post earnings share reaction.
Actualización de narrativa Mar 13

WHD: International Expansion And Margin Work May Support Higher Future Upside

Analysts have nudged their average price target on Cactus higher into the low $60s, citing a solid Q4 report, what they see as an overdone post earnings selloff, and expectations that the recently acquired international pressure control business and ongoing margin optimization could support the updated fair value estimate of about $69.0 per share. Analyst Commentary Recent research has leaned supportive of Cactus, with several bullish analysts lifting their price targets into the low to mid $60s and initiating coverage with targets above that range.
Actualización de narrativa Feb 27

WHD: International Expansion May Usher In New Era Of Transformative Growth

Analysts have raised their price target on Cactus from $57.00 to about $69.54, citing expectations for a “new era of transformative growth” supported by international expansion of the Surface Pressure Control business and potential margin optimization across U.S. and overseas markets. Analyst Commentary Bullish analysts are framing the recent price target increase on Cactus as part of a broader re-rating story tied to execution on international expansion and profitability.
Nueva narrativa Feb 25

Tariff Reliance And Vietnam Sourcing Expansion Will Pressure Margins And Future Earnings

Catalysts About Cactus Cactus supplies pressure control equipment and spoolable pipe products to energy producers across U.S. land and international markets. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 13

WHD: Stable Assumptions And Slight P/E Shift Will Sustain Overvaluation

Analysts kept their $51.50 price target for Cactus unchanged, citing steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as support for maintaining their outlook. Valuation Changes Fair Value: Steady at $51.50, with no change in the modelled estimate.
Actualización de narrativa Jan 30

WHD: Slightly Higher Multiple And Margins Will Support Fair Value Outlook

Analysts have nudged their price target for Cactus higher from US$48.63 to US$51.50, reflecting updated assumptions around slightly adjusted revenue growth, a modestly different discount rate, a small shift in expected profit margins, and a revised forward P/E multiple. Valuation Changes Fair Value Estimate: Price target moved from US$48.63 to US$51.50, representing a small upward adjustment in the modelled valuation.
Actualización de narrativa Nov 29

WHD: Rising Revenue Expectations And Lower P E Ratio Will Drive Upside

Analysts have raised their price target for Cactus, increasing it slightly from $48.38 to $48.63. This reflects modest expectations of stronger revenue growth, a small uptick in the discount rate, and updated profit and valuation forecasts.
Actualización de narrativa Nov 15

WHD: Profit Margin Recovery And Discount Rate Will Support Higher Share Prices

Analysts have updated their price target for Cactus, maintaining the fair value estimate at $48.38. They have adjusted expectations based on lowered profit margin projections and a higher anticipated future price-to-earnings ratio.
Artículo de análisis Nov 09

Even With A 28% Surge, Cautious Investors Are Not Rewarding Cactus, Inc.'s (NYSE:WHD) Performance Completely

Cactus, Inc. ( NYSE:WHD ) shareholders would be excited to see that the share price has had a great month, posting a...
Actualización de narrativa Nov 01

WHD: Increased Margins And Slower Revenue Will Shape Market Performance

Analysts have slightly lowered their price target for Cactus to $48.38 from $48.50. They cite updated expectations for slower revenue growth, but a stronger profit margin outlook.
Actualización de narrativa Oct 17

Middle East Expansion And Rising Energy Demand Will Transform Markets

Analysts have slightly lowered their price target for Cactus from $49.63 to $48.50. They cite modest adjustments to revenue growth and discount rate projections, along with improving profit margin expectations.
Seeking Alpha Sep 19

Cactus: Stable Margins, Expanding Strategy Beyond North America

Summary Cactus faces margin pressure from steel tariffs and softening frac activity but maintains strong liquidity and operational discipline. WHD's international expansion via the Baker Hughes Surface Pressure Control deal and growth in spoolable pipe, CCUS, and hydrogen provide long-term upside. Despite near-term EBITDA moderation, cost control and efficiency gains support margin stability, though the stock remains relatively overvalued vs. peers. Read the full article on Seeking Alpha
Artículo de análisis Aug 21

Cactus (NYSE:WHD) Has Announced That It Will Be Increasing Its Dividend To $0.14

The board of Cactus, Inc. ( NYSE:WHD ) has announced that the dividend on 18th of September will be increased to $0.14...
Artículo de análisis Aug 03

Cactus, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Cactus, Inc. ( NYSE:WHD ) shares in the week since its second-quarter...
Artículo de análisis Jun 29

If EPS Growth Is Important To You, Cactus (NYSE:WHD) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis May 21

Is There An Opportunity With Cactus, Inc.'s (NYSE:WHD) 34% Undervaluation?

Key Insights The projected fair value for Cactus is US$64.46 based on 2 Stage Free Cash Flow to Equity Cactus' US$42.48...
Seeking Alpha Feb 20

Cactus: Catching A Tailwind From Deregulation

Summary Cactus Inc. has consistently posted strong EPS growth despite fluctuating political climates, demonstrating resilience and industry dominance. President Trump's deregulatory policies favor Cactus, boosting oil and gas production and benefiting the company's growth and profitability. Cactus has impressive financial metrics: 58% EPS growth, 21.4% revenue growth, 19.6% return on equity, and 16.6% net margins. Future growth prospects are strong, with potential surges in oil and gas demand aligning well with Cactus's capacity and market position. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Cactus Looks To Strengthen Margin Despite The Challenges

Summary WHD maintains a "hold" rating due to steady product innovation, cost minimization, and Middle East expansion, despite challenges in US drilling activity and international shipments. The company benefits from new wellhead systems, spoolable technology, and Flexsteel acquisition, enhancing cost structure and operational efficiency. WHD's strong balance sheet and liquidity support dividend hikes, but geopolitical risks pose potential threats. Read the full article on Seeking Alpha
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Nueva narrativa Aug 30

Next-Generation Wellhead Innovation Sparks Efficiency, Expansion, And Investor Confidence

Introduction of a next-gen wellhead system and expansion into international markets are set to enhance efficiency and broaden revenue sources.
Seeking Alpha Jul 02

Cactus, Inc. Is Too Spiny

Summary Cactus, Inc. is a $3.4 billion market oilfield service company supplying wellhead equipment. Its dividend is small at 0.9%. Energy sector consolidation has reduced the demand for oilfield service companies like Cactus. For shale, this is somewhat offset by the need for constant drilling to replenish quick-decline reserves. 82% of Cactus’ equity is in publicly traded Class A shares; 18% is non-public Class B shares. The three top executives are family members, so related to one another. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Scott Bender en comparación con los beneficios de Cactus?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$73m

Dec 31 2025US$3mUS$450k

US$166m

Sep 30 2025n/an/a

US$173m

Jun 30 2025n/an/a

US$181m

Mar 31 2025n/an/a

US$191m

Dec 31 2024US$3mUS$450k

US$185m

Sep 30 2024n/an/a

US$188m

Jun 30 2024n/an/a

US$190m

Mar 31 2024n/an/a

US$165m

Dec 31 2023US$3mUS$442k

US$169m

Sep 30 2023n/an/a

US$151m

Jun 30 2023n/an/a

US$130m

Mar 31 2023n/an/a

US$132m

Dec 31 2022US$3mUS$392k

US$110m

Sep 30 2022n/an/a

US$94m

Jun 30 2022n/an/a

US$75m

Mar 31 2022n/an/a

US$59m

Dec 31 2021US$2mUS$225k

US$50m

Sep 30 2021n/an/a

US$38m

Jun 30 2021n/an/a

US$31m

Mar 31 2021n/an/a

US$27m

Dec 31 2020US$2mUS$123k

US$34m

Sep 30 2020n/an/a

US$49m

Jun 30 2020n/an/a

US$62m

Mar 31 2020n/an/a

US$78m

Dec 31 2019US$2mUS$300k

US$86m

Compensación vs. Mercado: La compensación total de Scott($USD2.52M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.47M).

Compensación vs. Ingresos: La compensación de Scott ha sido consistente con los resultados de la empresa en el último año.


CEO

Scott Bender (71 yo)

15.3yrs
Permanencia
US$2,524,459
Compensación

Mr. Scott J. Bender is Chief Executive Officer & Chairman of the Board of Directors of Cactus Wellhead, LLC from August 2023. Mr. Bender was President of Cactus Wellhead, LLC. Mr. Bender founded Cactus LLC...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Bender
CEO & Chairman of the Board15.3yrsUS$2.52m0.17%
$ 8.5m
Joel Bender
President & Director2.8yrsUS$2.53m0.34%
$ 16.5m
Jay Nutt
CFO, Principal Accounting Officer1.9yrsUS$1.40m0.0058%
$ 283.7k
Steven Bender
COO & CEO of Spoolable Technologies Segment2.8yrsUS$1.75m0.14%
$ 7.0m
Stephen Tadlock
Executive VP & CEO of Cactus Internationalless than a yearUS$1.76m0.12%
$ 5.8m
William Marsh
Executive VP4yrsUS$2.01m0.037%
$ 1.8m
Dawn Smith
Vice President of Human Resources2.8yrssin datossin datos
Alan Boyd
Director of Corporate Development & Investor Relationsno datasin datossin datos
2.8yrs
Permanencia media
62yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de WHD se considera experimentado (2.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Bender
CEO & Chairman of the Board15.3yrsUS$2.52m0.17%
$ 8.5m
Joel Bender
President & Director15.3yrsUS$2.53m0.34%
$ 16.5m
Michael McGovern
Independent Director15.3yrsUS$228.19k0.023%
$ 1.1m
Gary Rosenthal
Lead Independent Director8.3yrsUS$223.19k0.023%
$ 1.1m
John O'Donnell
Independent Director11.3yrsUS$218.19k0.040%
$ 2.0m
Alan Semple
Independent Director9.1yrsUS$233.19k0.042%
$ 2.1m
Tana Utley
Independent Directorno datasin datos0.00036%
$ 17.5k
Tymothi Tombar
Independent Director4.8yrsUS$223.19k0.040%
$ 1.9m
10.2yrs
Permanencia media
68.5yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de WHD son experimentados ( 10.2 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 07:25
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cactus, Inc. está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
J. David AndersonBarclays
J. David AndersonBarclays
Saurabh PantBofA Global Research