Cactus, Inc.

NYSE:WHD Aktierapport

Börsvärde: US$4.0b

Cactus Förvaltning

Förvaltning kriterier kontrolleras 4/4

Cactus VD är Scott Bender, utsedd i Jan 2011, har en mandatperiod på 15.5 år. totala årliga ersättningen är $ 2.52M, bestående av 17.8% lön 82.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.17% av företagets aktier, värda $ 7.02M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.9 år respektive 10.4 år.

Viktig information

Scott Bender

Verkställande direktör

US$2.5m

Total ersättning

VD-lön i procent17.83%
Anställning som VD15.5yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid2.9yrs
Styrelsens genomsnittliga mandatperiod10.4yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jul 02

WHD: Energy Security And Offshore Cycle May Support Higher Future Upside

Analysts have raised their consolidated fair value estimate for Cactus to $72 from $69, citing updated expectations for higher profit margins, modestly stronger revenue growth, and a more constructive multiyear outlook for orders and earnings across pressure control, spoolable technologies, and offshore-oriented equipment demand. Analyst Commentary on Cactus Recent research updates on Cactus point to a generally constructive tone, with several bullish analysts marking up their fair value estimates and pointing to catalysts across pressure control, spoolable technologies, and offshore oriented equipment demand.
Analysartikel Jun 19

Cactus (WHD) Stock Could Be 13.9% Undervalued as Baker Hughes Deal Shapes Fair Value

Recent performance snapshot for Cactus stock Cactus (WHD) has drawn attention after recent price weakness, with the stock down 3.6% over the past day, 6.6% over the past week, and 10% over the past month, yet still up over the past 3 months. See our latest analysis for Cactus. Looking beyond the recent pullback, Cactus has delivered a 16.3% year to date share price return and a 21.6% total shareholder return over the past year. This indicates momentum that has cooled in the short term as...
Uppdatering av berättelse Jun 17

WHD: Energy Security And International Synergies Will Drive Forward Repricing Potential

Cactus stock's analyst price targets have moved higher, with recent updates pointing to figures in the mid to high $60s and low $70s as analysts respond to the company’s revised outlook, higher confidence in pressure control and spoolable technologies, and sector wide themes around energy security and activity levels. Analyst Commentary Recent research on Cactus stock points to a tightening range of targets in the high $50s to low $70s, with analysts updating models after the company refreshed its outlook and as sector themes around energy security remain in focus.
Uppdatering av berättelse Jun 03

WHD: International Synergies And Energy Security Themes Will Shape Forward Repricing Balance

The analyst fair value estimate for Cactus has shifted from $58.22 to $63.22, with analysts pointing to updated expectations for upstream activity, longer term EBITDA forecasts, and a different assumed future P/E multiple as key drivers behind the higher price targets across the Street. Analyst Commentary Recent research updates on Cactus focus on upstream activity trends, EBITDA forecasts several years out, and how these factors feed into valuation frameworks and target prices.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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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Ny berättelse 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.
Analysartikel 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
Analysartikel 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...

Analys av ersättningar till VD

Hur har Scott Bender:s ersättning förändrats jämfört med Cactus:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Scott s total kompensation ($USD 2.52M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 6.91M ).

Ersättning vs inkomst: Ersättningen från Scott har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Scott Bender (72 yo)

15.5yrs
Anställning
US$2,524,459
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Scott Bender
CEO & Chairman of the Board15.5yrsUS$2.52m0.17%
$ 7.0m
Joel Bender
President & Director2.9yrsUS$2.53m0.34%
$ 13.7m
Jay Nutt
CFO, Principal Accounting Officer2.1yrsUS$1.40m0.0088%
$ 356.6k
Steven Bender
COO & CEO of Spoolable Technologies Segment2.9yrsUS$1.75m0.14%
$ 5.8m
Stephen Tadlock
Executive VP & CEO of Cactus Internationalless than a yearUS$1.76m0.12%
$ 4.8m
William Marsh
Executive VP4.2yrsUS$2.01m0.037%
$ 1.5m
Dawn Smith
Senior VP & Chief Human Resources Officer2.9yrsinga uppgifteringa uppgifter
Alan Boyd
Director of Corporate Development & Investor Relationsno datainga uppgifteringa uppgifter
2.9yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder

Erfaren ledning: WHD s ledningsgrupp anses vara erfaren ( 2.9 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Scott Bender
CEO & Chairman of the Board15.5yrsUS$2.52m0.17%
$ 7.0m
Joel Bender
President & Director15.5yrsUS$2.53m0.34%
$ 13.7m
Michael McGovern
Independent Director15.5yrsUS$228.19k0.023%
$ 931.0k
Gary Rosenthal
Lead Independent Director8.5yrsUS$223.19k0.023%
$ 921.3k
John O'Donnell
Independent Director11.5yrsUS$218.19k0.040%
$ 1.6m
Alan Semple
Independent Director9.3yrsUS$233.19k0.042%
$ 1.7m
Tana Utley
Independent Directorless than a yearinga uppgifter0.00036%
$ 14.6k
Tymothi Tombar
Independent Director5yrsUS$223.19k0.040%
$ 1.6m
10.4yrs
Genomsnittlig anställningstid
69.5yo
Genomsnittlig ålder

Erfaren styrelse: WHD s styrelse är rutinerade och erfaren ( 10.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/05 17:59
Aktiekurs vid dagens slut2026/07/02 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cactus, Inc. bevakas av 15 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
J. David AndersonBarclays
Saurabh PantBofA Global Research
Scott GruberCitigroup Inc