Cactus, Inc.

NYSE:WHD 株式レポート

時価総額:US$4.9b

Cactus マネジメント

マネジメント 基準チェック /44

Cactusの CEO はScott Benderで、 Jan2011年に任命され、 の在任期間は 15.33年です。 の年間総報酬は$ 2.52Mで、 17.8%給与と82.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.17%を直接所有しており、その価値は$ 8.46M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と10.2年です。

主要情報

Scott Bender

最高経営責任者

US$2.5m

報酬総額

CEO給与比率17.83%
CEO在任期間15.3yrs
CEOの所有権0.2%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間10.2yrs

経営陣の近況

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
分析記事 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...
分析記事 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...
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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新しいナラティブ 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

CEO報酬分析

Cactus の収益と比較して、Scott Bender の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Scottの 総報酬 ($USD 2.52M ) は、 US市場 ($USD 8.47M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Scottの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Scott Bender (71 yo)

15.3yrs
在職期間
US$2,524,459
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Resources2.8yrsデータなしデータなし
Alan Boyd
Director of Corporate Development & Investor Relationsno dataデータなしデータなし
2.8yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: WHDの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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 dataデータなし0.00036%
$ 17.5k
Tymothi Tombar
Independent Director4.8yrsUS$223.19k0.040%
$ 1.9m
10.2yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: WHDの 取締役会 は経験豊富で 経験豊富 です ( 10.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 17:44
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cactus, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
J. David AndersonBarclays
J. David AndersonBarclays
Saurabh PantBofA Global Research