TORVANTA
Other · S&P 500 · data as of 2026-10-05

SON stock analysis: SON

SON (SON) is an S&P 500 company in Other. It grades strongest on growth and value.

The model's view of SON · subscribers

Where SON ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with SON · updated 2026-10-05 · from prices and SEC filings

SON price performance

SON against the S&P 500, one year
+0%+20%+40%S&P 500 +18%SON +18%2025-09-292026-10-05
Year to date+13.8%S&P 500 +14.5% · behind by 0.8 pts
1 year+16.1%S&P 500 +17.0% · behind by 0.9 pts
3 years+1.9%S&P 500 +89.3% · behind by 87.3 pts
5 years-4.2%S&P 500 +91.3% · behind by 95.5 pts

Total returns with dividends reinvested.

SON factor grades

Each grade compares SON with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

A-ValueP/E 4.7x (industry 20.1x)FCF yield 4.5% (industry 6.0%)
AGrowthRevenue growth +17% (industry +8%)EPS growth +562% (industry +10%)
C+ProfitabilityOperating margin 13.6% (industry 9.6%)ROIC 9.9% (industry 10.1%)
CMomentum12-month change +16%From 52-wk high -20%

SON in plain numbers

SON key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$4.8B
Revenue growth (y/y)+17%
Free-cash-flow yield4.5%
Dividend yield4.4%
Next earnings (expected)2026-10-21
Valuation measures
Market value$4.8B
Enterprise value$9.2B
P/E (trailing)4.7x
Forward P/E (Torvanta estimate)3.2x
PEG (Torvanta estimate)0.06
Price / sales0.6x
Price / book1.3x
EV / revenue1.2x
EV / EBITDA6.0x
Financial highlights
Revenue, last 12 months$7.5B
Net income, last 12 months$1.0B
EPS, last 12 months (GAAP)$10.20
Gross margin20.9%
Operating margin13.6%
Net margin13.6%
Return on equity33.8%
Return on invested capital9.9%
Cash$224.5M
Total debt$4.7B
Debt / equity1.31x
Free cash flow, last 12 months$216.5M
Interest cover4.6x
Current ratio0.96x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SON earnings trends

Revenue vs earnings
-$43.0M$500.6M$1.0B$1.6B$2.1BJun 2024 Revenue: $1.6BSep 2024 Revenue: $1.7BDec 2024 Revenue: $1.4BMar 2025 Revenue: $1.7BJun 2025 Revenue: $1.9BSep 2025 Revenue: $2.1BDec 2025 Revenue: $1.8BMar 2026 Revenue: $1.7BJun 2024 Net income: $90.8MSep 2024 Net income: $50.9MDec 2024 Net income: -$43.0MMar 2025 Net income: $54.4MJun 2025 Net income: $493.4MSep 2025 Net income: $122.9MDec 2025 Net income: $332.2MMar 2026 Net income: $67.6MJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Net margin: 5.6%Net margin: 3.0%Net margin: -3.2%Net margin: 3.2%Net margin: 25.8%Net margin: 5.8%Net margin: 18.8%Net margin: 4.0%-3%11%26%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.4$0.9$2.3$3.6$5.0Jun 2024 EPS (GAAP, diluted): $0.9Sep 2024 EPS (GAAP, diluted): $0.5Dec 2024 EPS (GAAP, diluted): $-0.4Mar 2025 EPS (GAAP, diluted): $0.6Jun 2025 EPS (GAAP, diluted): $5.0Sep 2025 EPS (GAAP, diluted): $1.2Dec 2025 EPS (GAAP, diluted): $3.3Mar 2026 EPS (GAAP, diluted): $0.7Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026■ EPS (GAAP, diluted) Change from a year earlier: Jun 2025 +439% · Sep 2025 +141% · Mar 2026 +24%

From the company's 10-Q and 10-K filings with the SEC.

SON financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$5.7B$7.4B$6.5B$6.3B$7.5B
Net income-$85.5M$466.4M$475.0M$163.9M$1.0B
EPS (GAAP)$-0.86$4.72$4.80$1.65$10.07
Free cash flow$42.7M$180.3M$519.8M$440.6M$345.8M

SON earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-04-21$0.68+24%-2%-16.6%
2026-02-17$3.33n/a+30%+10.9%
2025-10-22$1.23+141%+27%+0.6%
2025-07-23$4.96+439%+18%+1.1%
2025-04-29$0.55-17%+4%-12.4%
2025-02-18$-0.44-154%+2%-3.4%

Companies similar to SON

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SON SON$4.8B4.7x+17%13.6%+16%
DIOD DIOD$4.8B55.7x+18%4.8%+97%compare
CNX CNX$4.8B5.3x+62%n/a-2%compare
HAE HAE$4.8B50.6x+0%11.9%+107%compare
MIDD MIDD$4.8Bn/a-3%15.7%-5%
STWD STWD$4.8B22.0x+12%n/a-25%
PECO PECO$4.8B32.5x+8%n/a+15%

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Frequently asked questions

Is SON stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SON are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is SON's P/E ratio?

SON trades at about 4.7 times its last 12 months of GAAP earnings reported to the SEC, and about 3.2 times Torvanta's own estimate of the next 12 months.

When does SON report earnings next?

Based on its filing history, Torvanta expects SON to report around 2026-10-21.

Does SON pay a dividend?

Yes. Its dividend yield is about 4.4%, and it has raised its dividend 30 years in a row.

How has SON performed against the S&P 500?

Over the past year SON returned +16.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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