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
- —
- Employees
- —
- Net debt / EBITDA
- 0.0×
- $29M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear152% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear81% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear26% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
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
No open-market trades in the last 12 months.
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 |