Cactus, Inc.

NYSE:WHD 주식 리포트

시가총액: US$4.4b

Cactus 경영진

경영진 기준 점검 4/4

Cactus CEO는 Scott Bender, Jan2011 에 임명되었습니다 의 임기는 15.33 년입니다. 총 연간 보상은 $2.52M, 17.8% 급여 및 82.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.59M 가치에 해당하는 회사 주식의 0.17% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 11.3 년입니다.

핵심 정보

Scott Bender

최고경영자

US$2.5m

총 보수

CEO 급여 비율17.83%
CEO 재임 기간15.3yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간11.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Apr 09

Earnings Working Against Cactus, Inc.'s (NYSE:WHD) Share Price Following 26% Dive

Unfortunately for some shareholders, the Cactus, Inc. ( NYSE:WHD ) share price has dived 26% in the last thirty days...
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
분석 기사 Feb 05

Calculating The Intrinsic Value Of Cactus, Inc. (NYSE:WHD)

Key Insights Cactus' estimated fair value is US$59.43 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Dec 31

Cactus, Inc.'s (NYSE:WHD) Business Is Yet to Catch Up With Its Share Price

Cactus, Inc.'s ( NYSE:WHD ) price-to-earnings (or "P/E") ratio of 20.4x might make it look like a sell right now...
분석 기사 Dec 12

Should You Be Adding Cactus (NYSE:WHD) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Oct 16

Is Cactus, Inc. (NYSE:WHD) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Cactus is US$47.25 based on 2 Stage Free Cash Flow to Equity Cactus is...
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
분석 기사 Sep 28

Cactus, Inc.'s (NYSE:WHD) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 20.4x Cactus, Inc. ( NYSE:WHD ) may be sending bearish signals at the...
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새 내러티브 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.
분석 기사 Aug 23

Here's Why We Think Cactus (NYSE:WHD) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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
분석 기사 Jun 13

Estimating The Intrinsic Value Of Cactus, Inc. (NYSE:WHD)

Key Insights The projected fair value for Cactus is US$61.49 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 May 26

Market Participants Recognise Cactus, Inc.'s (NYSE:WHD) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
분석 기사 May 08

Why We Think The CEO Of Cactus, Inc. (NYSE:WHD) May Soon See A Pay Rise

Key Insights Cactus will host its Annual General Meeting on 14th of May Total pay for CEO Scott Bender includes...

CEO 보수 분석

Scott Bender의 보수는 Cactus의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Scott의 총 보수(USD2.52M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.18M)보다 낮습니다.

보상과 수익: Scott의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Scott Bender (71 yo)

15.3yrs
재임 기간
US$2,524,459
보수

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...


리더십 팀

이름직위재임 기간보수지분
Scott Bender
CEO & Chairman of the Board15.3yrsUS$2.52m0.17%
$ 7.6m
Joel Bender
President & Director2.8yrsUS$2.53m0.34%
$ 14.8m
Jay Nutt
CFO, Principal Accounting Officer1.9yrsUS$1.40m0.0058%
$ 254.4k
Steven Bender
Chief Operating Officer2.8yrsUS$1.75m0.14%
$ 6.2m
Stephen Tadlock
Executive VPless than a yearUS$1.76m0.12%
$ 5.2m
William Marsh
Executive VP4yrsUS$2.01m0.037%
$ 1.6m
Dawn Smith
Vice President of Human Resources2.8yrs데이터 없음데이터 없음
Alan Boyd
Director of Corporate Development & Investor Relationsno data데이터 없음데이터 없음
2.8yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: WHD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
Scott Bender
CEO & Chairman of the Board15.3yrsUS$2.52m0.17%
$ 7.6m
Joel Bender
President & Director15.3yrsUS$2.53m0.34%
$ 14.8m
Michael McGovern
Independent Director15.3yrsUS$228.19k0.040%
$ 1.8m
Gary Rosenthal
Lead Independent Director8.3yrsUS$223.19k0.023%
$ 996.0k
Bruce Rothstein
Independent Director15.3yrsUS$208.19k0.026%
$ 1.1m
John O'Donnell
Independent Director11.3yrsUS$218.19k0.040%
$ 1.8m
Alan Semple
Independent Director9.1yrsUS$233.19k0.057%
$ 2.5m
Tymothi Tombar
Independent Director4.8yrsUS$223.19k0.040%
$ 1.7m
Melissa Law
Independent Director6.3yrsUS$223.19k0.023%
$ 1.0m
11.3yrs
평균 재임 기간
71yo
평균 나이

경험이 풍부한 이사회: WHD의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 02:46
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
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경영진10년
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주요 개발10년
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분석가 소스

Cactus, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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