JKHYJACK HENRY & ASSOCIATES INC
Services-Computer Integrated Systems Design
- Revenue
- $2.5B
- 7.1% YoY
- Operating margin
- 25.0%
- 4.2% YoY
- EBITDA
- $677M
- 11% YoY
- Market cap
- $11.3B
- Employees
- 2,024
- $1M revenue each
- Net debt / EBITDA
- 0.0×
- $29M net debt
- AI in 10-K
- 7.3
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 1 of 7
- TSR below peersYes4 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$10M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo152% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo81% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo26% of assetsOver 40% of assets
- Shareholder dissentNo91% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$1M · 83rd pctBottom quartile of its SIC industry
- Quiet on AINo7.3 per 10K words · 89th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo0.0× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedNo$11.3B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$3M netNet sales over $10M in 12 months
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.9B | $2.1B | $2.2B | $2.4B | $2.5B | 7.1% |
| Operating income | $475M | $481M | $489M | $569M | $635M | 12% |
| Net income | $363M | $367M | $382M | $456M | $503M | 10% |
| Operating cash flow | $505M | $382M | $568M | $642M | $762M | 19% |
| Capex | $35M | $39M | $58M | $53M | $67M | 26% |
| Stock-based comp | $25M | $29M | $29M | $28M | $32M | 14% |
| Buybacks | $194M | $25M | $28M | $35M | $448M | 1179% |
| Dividends | $139M | $147M | $156M | $165M | $170M | 3.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $317K · 2
- Open-market sells, 12 mo
- $4M · 2
- Net
- −$3M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $8M | $5M | 90 | 125 |
| FY2025 | $7M | $7M | 116 | 162 |
| FY2024 | $11M | $11M | 105 | 138 |
| FY2023 | $10M | $4M | 105 | 108 |
| FY2022 | $10M | $15M | 111 | 84 |