SANM Sanmina Corporation - Common Stock
NASDAQ · Electrical Equipment · Auf SEC EDGAR ansehen ↗ Schließen Okt 5, 2026 10-K/10-Q Jul 27, 2026SANM Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
SANM Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
| Ex-Datum | Split | Typ |
|---|---|---|
| 17. August 2009 | 1-for-6 | Umgekehrt |
| 9. Januar 2001 | 2-for-1 | Vorwärts |
| 23. März 2000 | 2-for-1 | Vorwärts |
| 11. Juni 1998 | 2-for-1 | Vorwärts |
| 12. März 1996 | 2-for-1 | Vorwärts |
Über Sanmina Corporation - Common Stock Unternehmensübersicht von Wikipedia
Die Sanmina Corporation (Nasdaq: SANM) zählt zu den größten internationalen Fertigungsdienstleistern für elektronische Komponenten und Komplettsysteme. Der Technologieführer für Electronics Manufacturing Services (EMS) belegt den sechsten Platz unter den weltweiten Top 10 EMS-Unternehmen. Sanmina zählt zu den 500 größten US-Unternehmen und erzielte 2009 unter den Fortune 500 Platz 292.
Der Auftragsfertiger mit Hauptsitz in San José bietet Original Equipment Manufacturers (OEMs) die Möglichkeit, ihre Produktion auszulagern. Sanmina unterhält dazu weltweite Fertigungsstätten in wichtigen Zielregionen auf vier Kontinenten und in 18 Ländern. Circa 45.000 Mitarbeiter arbeiten weltweit für Sanmina.
Geschichte
Das Unternehmen wurde 1980 von Milan Mandaric und Jure Sola gegründet. Im Mittelpunkt stand die Produktion von Leiterplatten. Ende der 1980er Jahre wurde das Portfolio um Bus-Leiterplatten (Backplanes) und Baugruppen erweitert.
Im Dezember 2001 kaufte Sanmina für sechs Milliarden US-Dollar SCI Systems (Space Craft Incorporated) aus Huntsville. SCI war zu dieser Zeit zwar fast doppelt so groß wie Sanmina, litt jedoch unter den niedrigen Margen bei der Produktion von PCs. Dagegen war Sanmina durch sein sehr gut laufendes Telekommunikationsgeschäft finanziell wesentlich besser aufgestellt. Nach dem Zusammenschluss mit SCI Systems wurde das Unternehmen im Jahr 2001 in Sanmina umbenannt.
Geschäftsfelder
Sanmina fokussiert sich auf die folgenden Industriezweige und Marktsegmente:
Industrie-Elektronik
Medizintechnik
Kommunikation
Luft- und Raumfahrttechnik
Erneuerbare Energien
Über diese Kernumsatzfelder hinaus produziert Sanmina elektronische Bauteile und Lösungen für Multimedia, die Automobilindustrie sowie Computing und Storage. Die Leistungen von Sanmina umfassen Beratung, Entwicklung, Ausführung und Support für alle Schritte der Produktion. Dazu zählen Design und Engineering für eine optimierte Produktion, Herstellung und Bestückung von Leiterplatten, Platinen, Kabelbäumen, Gehäusen u. a., Build-to-Order (BTO) und Configure-to-Order (CTO) sowie Logistik und Services nach der Produktion wie Reparatur- und Garantieleistungen.
Quelle: Wikipedia, CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | SANM | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | 40.35-Jahres-Durchschnitt ≈16.4 | ≈16.4 | 45.7 | Fairer Wert | |
| P/S | 1.55-Jahres-Durchschnitt ≈0.5 | ≈0.5 | 1.8 | Unterbewertet | |
| P/B (K/B) | 4.75-Jahres-Durchschnitt ≈1.8 | ≈1.8 | 3.3 | Unterbewertet | |
| EV / EBITDA | 24.05-Jahres-Durchschnitt ≈7.9 | ≈7.9 | 12.8 | Unterbewertet | |
| Price / FCF (Kurs / FCF) | 25.45-Jahres-Durchschnitt ≈28.3 | ≈28.3 | · | · | |
| Price / Cash Flow (Kurs / Cashflow) | 19.45-Jahres-Durchschnitt ≈10.5 | ≈10.5 | 13.4 | Unterbewertet | |
| EV / Revenue (EV / Umsatz) | 1.45-Jahres-Durchschnitt ≈0.5 | ≈0.5 | · | · | |
| EV / FCF | 24.05-Jahres-Durchschnitt ≈29.5 | ≈29.5 | · | · | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 4.85-Jahres-Durchschnitt ≈1.7 | ≈1.7 | · | · | |
| PEG Ratio (PEG-Ratio) | ≈2.1 | · | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | SANM | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Bruttogewinnmarge (TTM) | 9.0%5-Jahres-Durchschnitt ≈8.4% | ≈8.4% | 14.2% | Unterdurchschnittlich | |
| Betriebsgewinnmarge (TTM) | 4.2%5-Jahres-Durchschnitt ≈4.6% | ≈4.6% | 5.0% | Spitzenklasse | |
| EBITDA-Marge (TTM) | 5.4%5-Jahres-Durchschnitt ≈6.0% | ≈6.0% | 7.0% | Im Einklang | |
| Vorgewinnmarge (TTM) | 3.6%5-Jahres-Durchschnitt ≈4.2% | ≈4.2% | 4.3% | Spitzenklasse | |
| Nettogewinnmarge (TTM) | 2.4%5-Jahres-Durchschnitt ≈3.1% | ≈3.1% | 3.3% | Im Einklang | |
| ROA (TTM) | 4.1%5-Jahres-Durchschnitt ≈5.2% | ≈5.2% | 4.0% | Im Einklang | |
| ROE (TTM) | 11.8%5-Jahres-Durchschnitt ≈11.0% | ≈11.0% | 10.2% | Im Einklang | |
| ROIC | 9.9%5-Jahres-Durchschnitt ≈11.0% | ≈11.0% | 9.1% | Im Einklang |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
| Kennzahl | 5-Jahres-Trend | SANM | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital (MRQ) | 0.75-Jahres-Durchschnitt ≈0.1 | ≈0.1 | 0.5 | Hohe Verschuldung | |
| Liquiditätsgrad (MRQ) | 1.85-Jahres-Durchschnitt ≈1.9 | ≈1.9 | 1.9 | Im Einklang | |
| Quick Ratio | 0.35-Jahres-Durchschnitt ≈0.3 | ≈0.3 | 0.9 | Geringe Liquidität | |
| Langfristige Schulden / Eigenkapital (MRQ) | 0.75-Jahres-Durchschnitt ≈0.1 | ≈0.1 | 0.6 | Überdurchschnittlich |
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | SANM | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 7.4%5-Jahres-Durchschnitt ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 0.87%5-Jahres-Durchschnitt ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 3.2% | · | · | · | |
| EPS YoY (EPS VjV) | 14.1%5-Jahres-Durchschnitt ≈7.0% | ≈7.0% | · | · | |
| Net Income YoY (Nettogewinn YoY) | 10.5%5-Jahres-Durchschnitt ≈1.9% | ≈1.9% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3J) | 5.4%5-Jahres-Durchschnitt ≈15.8% | ≈15.8% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5J) | 18.9% | · | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | 0.76%5-Jahres-Durchschnitt ≈9.8% | ≈9.8% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | 13.1% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | SANM | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 1.55-Jahres-Durchschnitt ≈1.6 | ≈1.6 | 1.3 | Spitzenklasse | |
| Inventory Turnover (Lagerumschlag) | 4.35-Jahres-Durchschnitt ≈4.7 | ≈4.7 | 4.6 | Schwach | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$232.2K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | $3.31 | $2.83 | 17.0% | |
| 31. März 2026 | $3.16 | $2.45 | 29.2% | |
| 31. Dezember 2025 | $2.38 | $2.17 | 9.5% | |
| 30. September 2025 | $1.67 | $1.60 | 4.3% | |
| 30. Juni 2025 | $1.53 | $1.45 | 5.9% | |
| 31. März 2025 | $1.41 | $1.40 | 0.41% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Cost of Revenue | $7.41B | $6.93B | $8.19B | $7.30B | $6.21B | $6.43B | $7.64B | $6.65B | $6.35B | $5.97B | $5.89B | $5.73B | |
| Gross Profit | $716M | $640M | $743M | $622M | $526M | $517M | $592M | $464M | $520M | $514M | $484M | $488M | |
| R&D Expense | $31M | $29M | $26M | $21M | $21M | $23M | $28M | $31M | $34M | $38M | $33M | $32M | |
| SG&A Expense | $290M | $266M | $255M | $245M | $235M | $241M | $260M | $251M | $252M | $245M | $239M | $242M | |
| Operating Expenses | $362M | $305M | $288M | $273M | $271M | $298M | $306M | $344M | $293M | $289M | $281M | $289M | |
| Operating Income | $355M | $335M | $456M | $349M | $256M | $219M | $286M | $119M | $226M | $225M | $203M | $200M | |
| Interest Expense | · | · | $36M | $22M | $20M | $29M | $31M | $28M | $22M | $25M | $25M | $31M | |
| Other Non-op | $-11M | $-1M | $-20M | $-26M | $44M | $-348.0K | $-11M | $5M | $8M | $4M | $767.0K | $3M | |
| Pretax Income | $339M | $318M | $413M | $302M | $282M | $192M | $246M | $98M | $213M | $205M | $176M | $162M | |
| Income Tax | $73M | $80M | $85M | $62M | $32M | $59M | $104M | $193M | $75M | $17M | $-201M | $-35M | |
| Net Income | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| EPS (Basic) | $4.56 | $4.00 | $5.36 | $3.92 | $3.82 | $1.93 | $2.05 | $-1.37 | $1.86 | $2.50 | $4.61 | $2.38 | |
| EPS (Diluted) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 | |
| Shares (Basic) | 53,947,000 | 55,592,000 | 57,847,000 | 61,310,000 | 65,318,000 | 69,041,000 | 69,129,000 | 69,833,000 | 74,481,000 | 75,094,000 | 81,818,000 | 82,872,000 | |
| Shares (Diluted) | 55,178,000 | 56,970,000 | 59,815,000 | 63,117,000 | 67,084,000 | 70,793,000 | 71,678,000 | 69,833,000 | 78,128,000 | 78,787,000 | 85,641,000 | 86,731,000 | |
| EBITDA | $474M | $458M | $574M | $458M | $391M | $342M | · | $238M | $345M | $337M | $304M | $297M |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $926M | $626M | $668M | $530M | $650M | $481M | $455M | $420M | $407M | $398M | $412M | $467M | |
| Inventory | $1.99B | $1.44B | $1.48B | $1.68B | $1.04B | $861M | $901M | $1.37B | $1.05B | $946M | $919M | $893M | |
| Prepaid Expense | $125M | $79M | $58M | $62M | $54M | $38M | $41M | $44M | $48M | $57M | $55M | $112M | |
| Current Assets | $4.87B | $3.87B | $3.88B | $3.89B | $3.27B | $2.82B | $2.92B | $3.01B | $2.62B | $2.38B | $2.32B | $2.45B | |
| PP&E (Net) | $682M | $616M | $633M | $575M | $533M | $559M | $631M | $643M | $640M | $618M | $591M | $563M | |
| PP&E (Gross) | $2.75B | $2.58B | $2.50B | $2.34B | $2.25B | $2.21B | $2.20B | $2.22B | $2.18B | $2.11B | $2.09B | $2.09B | |
| Accum. Depreciation | $2.06B | $1.96B | $1.87B | $1.76B | $1.71B | $1.65B | $1.56B | $1.58B | $1.54B | $1.50B | $1.50B | $1.52B | |
| Goodwill | $30M | · | · | · | · | · | $29M | $29M | $59M | $59M | $27M | $26M | |
| Intangibles | · | · | · | · | · | · | · | $3M | $9M | $16M | $17M | $11M | |
| Other Non-current Assets | $109M | $176M | $184M | $160M | $157M | $121M | $74M | $84M | $114M | $118M | $82M | $81M | |
| Total Assets | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Accounts Payable | $1.58B | $1.44B | $1.56B | $2.04B | $1.47B | $1.21B | $1.34B | $1.55B | $1.28B | $1.12B | $1.04B | $1.14B | |
| Current Liabilities | $2.82B | $1.94B | $2.03B | $2.47B | $1.79B | $1.52B | $1.68B | $2.40B | $1.62B | $1.40B | $1.38B | $1.53B | |
| Capital Leases | $36M | $45M | $61M | $49M | $39M | $37M | · | · | · | · | · | · | |
| Deferred Tax | $12M | $13M | $3M | $4M | $3M | · | $4M | $5M | $5M | $5M | $5M | $5M | |
| Other Non-current Liabilities | $214M | $221M | $210M | $215M | $254M | $291M | $233M | $196M | $192M | $180M | $168M | $146M | |
| Long-term Debt | $300M | · | · | · | · | $348M | $385M | $393M | $395M | $437M | $427M | $534M | |
| Total Debt | $283M | $300M | $312M | · | $312M | $329M | · | $14M | $391M | $434M | $424M | $387M | |
| Retained Earnings | $-2.46B | $-2.71B | $-2.93B | $-3.24B | $-3.48B | $-3.72B | $-3.86B | $-4.03B | $-3.98B | $-4.12B | $-4.31B | $-4.68B | |
| Treasury Stock | $1.90B | $1.74B | $1.49B | $1.38B | $1.05B | $983M | $804M | $791M | $634M | $457M | $315M | $217M | |
| AOCI | $70M | $67M | $71M | $56M | $41M | $35M | $42M | $74M | $77M | $65M | $67M | $83M | |
| Stockholders' Equity | $2.54B | $2.36B | $2.32B | $1.82B | $1.85B | $1.62B | $1.65B | $1.47B | $1.65B | $1.61B | $1.52B | $1.25B | |
| Liabilities + Equity | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Shares Outstanding | 53,404,000 | 53,921,000 | 56,833,000 | 57,394,000 | 64,307,000 | 64,999,000 | 69,720,000 | 67,777,000 | 71,664,000 | 73,031,000 | 78,058,000 | 82,157,000 |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $119M | $122M | $118M | $109M | $110M | $114M | $117M | $119M | $119M | $112M | $101M | $98M | |
| Stock-based Comp | $63M | $57M | $50M | $40M | $35M | $26M | $31M | $33M | $38M | $27M | $21M | $19M | |
| Deferred Tax | $-12M | $30M | $29M | $28M | $28M | $12M | $55M | $174M | $38M | $-17M | $-242M | $-69M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $7M | $7M | $7M | $2M | $2M | |
| Restructuring | · | · | $6M | $11M | $15M | $27M | $14M | $29M | $1M | $3M | $14M | $13M | |
| Other Non-cash | $204M | $-92M | $-272M | $-86M | $-109M | $7M | · | $-73M | $-82M | $80M | $-81M | $63M | |
| Operating Cash Flow | $621M | $340M | $235M | $331M | $338M | $301M | $383M | $156M | $251M | $390M | $175M | $307M | |
| CapEx | $147M | $111M | $191M | $139M | $73M | $66M | $135M | $119M | $112M | $120M | $119M | $70M | |
| Investing Cash Flow | $-108M | $-114M | $-192M | $-132M | $-91M | $-64M | $-128M | $-116M | $-108M | $-175M | $-102M | · | |
| Debt Issued | · | · | $0 | $350M | $0 | $0 | $375M | $0 | $0 | $0 | $0 | $370M | |
| Net Debt Issued | · | · | $0 | $350M | $0 | $0 | · | · | · | $0 | $-124M | $-52M | |
| Stock Repurchased | · | · | · | $331M | $64M | $179M | $13M | $158M | $177M | $142M | $123M | $76M | |
| Net Stock Activity | · | · | · | $-331M | $-64M | $-179M | · | $-158M | $-177M | $-142M | $-123M | $-76M | |
| Financing Cash Flow | $-174M | $-270M | $95M | $-314M | $-77M | $-210M | $-220M | $-28M | $-135M | $-231M | $-127M | · | |
| Net Change in Cash | $340M | $-42M | $138M | $-120M | $170M | $26M | $35M | $13M | $8M | $-14M | $-54M | $64M | |
| Taxes Paid | $99M | $69M | $57M | $48M | $33M | $31M | $32M | $35M | $20M | $29M | $45M | $29M | |
| Free Cash Flow | $473M | $229M | $44M | $192M | $265M | $235M | · | $38M | $139M | $270M | $56M | $238M | |
| Levered FCF | · | · | $15M | $174M | $248M | $214M | · | $65M | $125M | $247M | $2M | $200M |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 8.8% | 8.5% | 8.3% | 7.9% | 8.2% | 7.5% | · | 6.5% | 7.6% | 7.9% | 7.6% | 7.9% | |
| Operating Margin | 4.4% | 4.4% | 5.1% | 4.4% | 4.2% | 3.3% | · | 1.7% | 3.3% | 3.5% | 3.2% | 3.2% | |
| Net Margin | 3.0% | 2.9% | 3.5% | 3.0% | 4.0% | 2.0% | · | -1.3% | 2.0% | 2.9% | 5.9% | 3.2% | |
| Pretax Margin | 4.2% | 4.2% | 4.6% | 3.8% | 4.5% | 2.9% | · | 1.4% | 3.1% | 3.2% | 2.8% | 2.6% | |
| EBITDA Margin | 5.8% | 6.0% | 6.4% | 5.8% | 5.8% | 4.9% | · | 3.4% | 5.0% | 5.2% | 4.8% | 4.8% | |
| ROA | 4.6% | 4.6% | 6.4% | · | 6.6% | 3.6% | · | -2.4% | 3.7% | 5.3% | 11.1% | 6.2% | |
| ROE | 9.9% | 9.5% | 13.5% | · | 14.6% | 8.5% | · | -6.5% | 8.5% | 12.0% | 27.3% | 16.9% | |
| ROIC | 9.9% | 9.4% | 13.7% | · | 11.2% | 8.1% | · | -7.9% | 7.2% | 10.1% | 22.4% | 14.9% |
Liquidität & Solvenz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 1.9 | · | 1.9 | 1.9 | · | 1.3 | 1.6 | 1.7 | 1.7 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| Interest Coverage | · | · | 12.6 | 15.6 | 14.4 | 7.9 | · | 4.3 | 10.3 | 9.0 | 8.1 | 6.5 |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.8 | · | 1.6 | 1.8 | · | 1.8 | 1.8 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 4.3 | 4.7 | 5.2 | · | 6.4 | 7.3 | · | 5.5 | 6.4 | 6.4 | 6.5 | 6.8 |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.55 | $43.80 | $40.80 | · | $29.21 | $25.08 | · | $21.73 | $22.99 | $22.04 | $19.48 | $15.18 | |
| Revenue / Share | $147.31 | $132.85 | $149.38 | $125.48 | $100.72 | $98.32 | · | $101.82 | $87.91 | $82.26 | $74.43 | $71.66 | |
| Cash Flow / Share | $11.25 | $5.97 | $3.93 | $5.24 | $5.04 | $4.25 | · | $2.24 | $3.21 | $4.95 | $2.04 | $3.54 | |
| Cash / Share | $17.34 | $11.61 | $11.75 | · | $10.11 | $7.39 | · | $6.19 | $5.67 | $5.45 | $5.28 | $5.68 | |
| EPS (TTM) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.4% | -15.3% | 12.8% | 17.5% | -3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.87% | 4.0% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.1% | -24.5% | 36.0% | 2.4% | 97.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.4% | 1.7% | 40.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.5% | -28.2% | 28.9% | -3.7% | 87.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.76% | -3.8% | 32.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Net Income TTM | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| Market Cap | $6.09B | $3.71B | $3.08B | $2.64B | $2.52B | $1.73B | · | $1.87B | $2.66B | $2.08B | $1.67B | $1.77B | |
| Enterprise Value | $5.45B | $3.39B | $2.73B | · | $2.18B | $1.57B | · | $1.47B | $2.65B | $2.11B | $1.68B | $1.69B | |
| P/E | 25.6 | 17.6 | 10.5 | 12.1 | 10.5 | 14.1 | 16.3 | -20.1 | 20.9 | 12.0 | 4.8 | 9.5 | |
| P/S | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.2 | · | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | |
| P/B | 2.4 | 1.6 | 1.3 | · | 1.3 | 1.1 | · | 1.3 | 1.6 | 1.3 | 1.1 | 1.4 | |
| P / Tangible Book | 2.4 | 1.6 | 1.3 | 1.5 | 1.4 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | 10.9 | 13.1 | 8.0 | 7.4 | 5.7 | · | 12.0 | 10.6 | 5.3 | 9.5 | 5.8 | |
| P / FCF | 12.9 | 16.2 | 70.4 | 13.8 | 9.5 | 7.4 | · | 49.8 | 19.1 | 7.7 | 29.9 | 7.5 | |
| EV / EBITDA | 11.5 | 7.4 | 4.8 | · | 5.6 | 4.6 | · | 6.2 | 7.7 | 6.3 | 5.5 | 5.7 | |
| EV / FCF | 11.5 | 14.8 | 62.3 | · | 8.2 | 6.7 | · | 39.0 | 19.0 | 7.8 | 30.1 | 7.1 | |
| EV / Revenue | 0.7 | 0.4 | 0.3 | · | 0.3 | 0.2 | · | 0.2 | 0.4 | 0.3 | 0.3 | 0.3 | |
| Earnings Yield | 3.9% | 5.7% | 9.5% | 8.3% | 9.5% | 7.1% | 6.1% | -5.0% | 4.8% | 8.4% | 20.6% | 10.5% |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.19B | $2.10B | $2.04B | $1.98B | $2.01B | $2.02B | $1.84B | $1.83B | $1.87B | $2.05B | $2.32B | $2.36B | $2.49B | |
| Cost of Revenue | $3.10B | $3.66B | $2.95B | $1.91B | $1.86B | $1.81B | $1.84B | $1.85B | $1.69B | $1.68B | $1.71B | $1.88B | $2.13B | $2.16B | $2.30B | |
| Gross Profit | $363M | $354M | $242M | $191M | $181M | $176M | $168M | $171M | $154M | $155M | $161M | $173M | $191M | $195M | $190M | |
| R&D Expense | $8M | $8M | $9M | $9M | $8M | $7M | $7M | $8M | $8M | $6M | $6M | $8M | $6M | $6M | $6M | |
| SG&A Expense | $109M | $114M | $115M | $74M | $70M | $76M | $71M | $70M | $62M | $69M | $65M | $62M | $63M | $61M | $60M | |
| Operating Expenses | $142M | $197M | $169M | $113M | $85M | $85M | $79M | $82M | $71M | $79M | $73M | $74M | $71M | $67M | $76M | |
| Operating Income | $221M | $157M | $74M | $78M | $96M | $92M | $89M | $90M | $82M | $76M | $88M | $99M | $121M | $128M | $114M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | · | $9M | $9M | · | |
| Other Non-op | $-7M | $-2M | $5M | $-4M | $-4M | $-2M | $-729.0K | $-564.0K | $-3M | $3M | $-1M | $-8M | $-3M | $-7M | $-29M | |
| Pretax Income | $192M | $131M | $62M | $73M | $91M | $88M | $86M | $87M | $75M | $74M | $82M | $87M | $111M | $116M | $77M | |
| Income Tax | $66M | $33M | $10M | $21M | $19M | $18M | $15M | $19M | $20M | $19M | $21M | $21M | $26M | $21M | $341.0K | |
| Net Income | $117M | $94M | $49M | $48M | $69M | $64M | $65M | $61M | $52M | $52M | $57M | $62M | $80M | $92M | $77M | |
| EPS (Basic) | $2.17 | $1.72 | $0.91 | $0.90 | $1.28 | $1.18 | $1.20 | $1.12 | $0.93 | $0.94 | $1.01 | $1.08 | $1.37 | $1.59 | $1.37 | |
| EPS (Diluted) | $2.12 | $1.70 | $0.89 | $0.88 | $1.26 | $1.16 | $1.16 | $1.09 | $0.91 | $0.93 | $0.98 | $1.04 | $1.33 | $1.54 | $1.31 | |
| Shares (Basic) | 53,861,000 | 54,331,000 | 54,160,000 | · | 53,614,000 | 54,405,000 | 54,206,000 | · | 55,466,000 | 55,585,000 | 56,538,000 | · | 58,269,000 | 57,727,000 | · | |
| Shares (Diluted) | 55,133,000 | 55,108,000 | 55,519,000 | · | 54,493,000 | 55,511,000 | 55,853,000 | · | 56,711,000 | 56,669,000 | 58,240,000 | · | 59,819,000 | 59,867,000 | · | |
| EBITDA | $269M | · | $113M | · | $96M | $92M | $120M | · | $82M | $76M | $118M | · | $121M | $157M | · |
Bilanz
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.84B | $1.58B | $1.42B | $926M | $798M | $647M | $642M | $626M | $658M | $651M | $632M | · | $718M | $735M | · | |
| Inventory | $3.15B | $3.03B | $3.05B | $1.99B | $1.59B | $1.55B | $1.43B | $1.44B | $1.38B | $1.38B | $1.39B | · | $1.55B | $1.70B | · | |
| Prepaid Expense | $322M | $306M | $307M | $125M | $123M | $104M | $67M | $79M | $82M | $75M | $60M | · | $69M | $81M | · | |
| Current Assets | $7.83B | $7.61B | $7.85B | $4.87B | $4.30B | $4.07B | $3.88B | $3.87B | $3.69B | $3.70B | $3.63B | · | $4.03B | $4.31B | · | |
| PP&E (Net) | $1.05B | $993M | $955M | $682M | $630M | $609M | $605M | $616M | $630M | $641M | $635M | · | $617M | $591M | · | |
| PP&E (Gross) | · | · | · | $2.75B | · | · | · | $2.58B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $2.06B | · | · | · | $1.96B | · | · | · | · | · | · | · | |
| Goodwill | $122M | $359M | $307M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $418M | $379M | $308M | $139M | $136M | $135M | $177M | $176M | $177M | $178M | $178M | · | $181M | $172M | · | |
| Total Assets | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Accounts Payable | $2.45B | $2.51B | $2.35B | $1.58B | $1.43B | $1.35B | $1.39B | $1.44B | $1.43B | $1.44B | $1.42B | · | $1.83B | $2.14B | · | |
| Current Liabilities | $4.40B | $4.44B | $4.62B | $2.82B | $2.25B | $2.07B | $1.88B | $1.94B | $1.82B | $1.85B | $1.82B | · | $2.25B | $2.59B | · | |
| Capital Leases | $213M | $203M | $147M | $36M | $38M | $36M | $39M | $45M | $48M | $51M | $57M | · | $66M | $57M | · | |
| Deferred Tax | · | · | · | $12M | · | · | · | $13M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $626M | $615M | $526M | $214M | $212M | $207M | $212M | $221M | $201M | $208M | $214M | · | $236M | $223M | · | |
| Long-term Debt | $2.17B | $2.17B | $2.17B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.96B | · | $2.00B | · | $287M | $291M | $296M | · | $300M | $304M | $308M | · | · | $325M | · | |
| Retained Earnings | · | · | · | $-2.46B | · | · | · | $-2.71B | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | · | $1.90B | · | · | · | $1.74B | · | · | · | · | · | · | · | |
| AOCI | · | · | · | $70M | $71M | $66M | $65M | $67M | $69M | $70M | $68M | · | $61M | $63M | · | |
| Stockholders' Equity | $2.76B | $2.61B | $2.66B | $2.54B | $2.47B | $2.40B | $2.42B | $2.36B | $2.34B | $2.33B | $2.27B | $2.32B | $2.22B | $2.14B | $1.82B | |
| Liabilities + Equity | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Shares Outstanding | · | · | · | 53,404,000 | · | · | · | 53,921,000 | · | · | · | · | · | · | · |
Cashflow
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $48M | $47M | $40M | $30M | $30M | $28M | $32M | $32M | $30M | $30M | $31M | $31M | $29M | $29M | $27M | |
| Stock-based Comp | $25M | $24M | $24M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $12M | $12M | |
| Deferred Tax | $9M | $50M | $-3M | $-19M | $2M | $-802.0K | $5M | $16M | $7M | $2M | $6M | $8M | $5M | $9M | $12M | |
| Amort. of Intangibles | $2M | $2M | $1M | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Restructuring | $2M | $794.0K | $670.0K | · | $473.0K | $990.0K | $1M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $70M | · | · | · | $-54M | · | · | · | $20M | · | · | $-104M | · | |
| Operating Cash Flow | $124M | $399M | $179M | $199M | $201M | $157M | $64M | $52M | $90M | $72M | $126M | $77M | $65M | $37M | $82M | |
| CapEx | $101M | $57M | $87M | $62M | $37M | $31M | $17M | $23M | $24M | $30M | $34M | $39M | $63M | $37M | $48M | |
| Investing Cash Flow | $142M | $-58M | $-1.43B | $-63M | $-33M | $4M | $-17M | $-26M | $-23M | $-30M | $-35M | $-38M | $-64M | $-37M | $-48M | |
| Debt Issued | $0 | $0 | $2.20B | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $2.20B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | $13M | $8M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $-8M | · | |
| Financing Cash Flow | $-4M | $-182M | $1.76B | $-8M | $-19M | $-118M | $-29M | $-60M | $-59M | $-22M | $-128M | $-26M | $-18M | $204M | $5M | |
| Net Change in Cash | $261M | $159M | $501M | $128M | $151M | $44M | $17M | $-32M | $7M | $19M | $-36M | $11M | $-17M | $205M | $37M | |
| Taxes Paid | $24M | $40M | $23M | $31M | $32M | $16M | $19M | $17M | $14M | $18M | $20M | $12M | $19M | $10M | $14M | |
| Free Cash Flow | · | · | $92M | · | · | · | $47M | · | · | · | $92M | · | · | $164.0K | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $86M | · | · | $-7M | · |
Rentabilität
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.5% | · | 7.6% | · | 8.9% | 8.9% | 8.4% | · | 8.3% | 8.4% | 8.6% | · | 8.2% | 8.3% | · | |
| Operating Margin | 6.4% | · | 2.3% | · | 4.7% | 4.6% | 4.4% | · | 4.5% | 4.1% | 4.7% | · | 5.2% | 5.5% | · | |
| Net Margin | 3.4% | · | 1.6% | · | 3.4% | 3.2% | 3.2% | · | 2.8% | 2.9% | 3.0% | · | 3.4% | 3.9% | · | |
| Pretax Margin | 5.5% | · | 1.9% | · | 4.5% | 4.5% | 4.3% | · | 4.0% | 4.1% | 4.4% | · | 4.8% | 4.9% | · | |
| EBITDA Margin | 7.8% | · | 3.5% | · | 4.7% | 4.6% | 6.0% | · | 4.5% | 4.1% | 6.3% | · | 5.2% | 6.7% | · | |
| ROA | 1.6% | · | 0.67% | · | 1.4% | 1.3% | 1.4% | · | 1.1% | 1.1% | 1.1% | · | · | 1.9% | · | |
| ROE | 4.5% | · | 1.9% | · | 2.9% | 2.7% | 2.8% | · | 2.2% | 2.3% | 2.6% | · | · | 4.6% | · | |
| ROIC | 3.1% | · | 1.3% | · | 2.8% | 2.7% | 2.7% | · | 2.3% | 2.1% | 2.5% | · | · | 4.3% | · |
Liquidität & Solvenz
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | 1.7 | · | 1.9 | 2.0 | 2.1 | · | 2.0 | 2.0 | 2.0 | · | · | 1.7 | · | |
| Quick Ratio | 0.4 | · | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | · | 0.3 | · | |
| Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| LT Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 9.2 | 10.4 | · | 13.0 | 14.8 | · |
Effizienz
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | · | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.5 | · | |
| Inventory Turnover | 1.3 | · | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | · | 1.5 | · |
Pro Aktie
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $62.83 | · | $57.45 | · | $37.46 | $35.74 | $35.92 | · | $32.47 | $32.36 | $32.19 | · | $38.79 | $39.35 | · | |
| Cash Flow / Share | · | · | $3.22 | · | · | · | $1.14 | · | · | · | $2.16 | · | · | $0.62 | · | |
| EPS (TTM) | $5.59 | $4.73 | $4.19 | · | $4.67 | $4.32 | $4.09 | · | $3.86 | $4.23 | $4.69 | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.76B | $11.34B | $9.31B | · | $8.05B | $7.85B | $7.70B | · | $7.60B | $7.97B | $8.45B | · | · | · | · | |
| Net Income TTM | $308M | $260M | $230M | · | $259M | $242M | $230M | · | $223M | $248M | $279M | · | · | · | · | |
| P/E | 42.3 | 27.7 | 36.8 | · | 21.0 | 17.7 | 18.7 | · | 17.2 | 14.7 | 11.0 | · | · | · | · | |
| Earnings Yield | 2.4% | 3.6% | 2.7% | · | 4.8% | 5.6% | 5.3% | · | 5.8% | 6.8% | 9.1% | · | · | · | · |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Umsatz | $8.13B | $7.57B | $8.94B | $7.92B | · |
| Bruttogewinnmarge % | 8.8% | 8.5% | 8.3% | 7.9% | · |
| Betriebsgewinnmarge % | 4.4% | 4.4% | 5.1% | 4.4% | · |
| Nettoergebnis | $246M | $223M | $310M | $240M | · |
| Verwässerte EPS | $4.46 | $3.91 | $5.18 | $3.81 | · |
| Kennzahl | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | 0.1 | 0.1 | 0.1 | · | · |
| Liquiditätsgrad | 1.7 | 2.0 | 1.9 | · | · |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | · |
| Kennzahl | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Freier Cashflow | $473M | $229M | $44M | $192M | · |
Institutionelle Eigentümer (13F) 607 Einreicher · $13.6B gesamt · Stand 30. September 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 170 (+75 vs. Vorquartal) | 50 (-17 vs. Vorquartal) | 152 (-15 vs. Vorquartal) | 208 (+45 vs. Vorquartal) | -192K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| FMR LLC | $2.032.879.243 | 8.032.556 | 14,94% | Aktien |
| BlackRock, Inc. | $1.390.702.104 | 5.495.109 | 10,22% | Aktien |
| VANGUARD GROUP INC | $1.017.844.823 | 6.782.467 | 7,48% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $772.154.419 | 3.051.029 | 5,68% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $589.092.545 | 2.327.693 | 4,33% | Aktien |
| Invesco Ltd. | $548.365.786 | 2.166.769 | 4,03% | Aktien |
| STATE STREET CORP | $429.297.326 | 1.696.291 | 3,16% | Aktien |
| JANE STREET GROUP, LLC | $385.058.942 | 1.521.491 | 2,83% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $339.646.678 | 1.342.197 | 2,50% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $305.281.717 | 1.206.012 | 2,24% | Aktien |
| ADVANCED MICRO DEVICES INC | $291.308.240 | 1.151.052 | 2,14% | Aktien |
| MORGAN STANLEY | $223.104.716 | 881.557 | 1,64% | Aktien |
| D. E. Shaw & Co., Inc. | $214.278.028 | 846.681 | 1,58% | Aktien |
| Fisher Asset Management, LLC | $194.288.984 | 767.697 | 1,43% | Aktien |
| BANK OF AMERICA CORP /DE/ | $189.012.334 | 746.848 | 1,39% | Aktien |
| EARNEST PARTNERS LLC | $177.068.940 | 699.656 | 1,30% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $174.217.235 | 688.388 | 1,28% | Aktien |
| Allianz Asset Management GmbH | $173.994.271 | 687.507 | 1,28% | Aktien |
| NORGES BANK | $167.616.656 | 662.307 | 1,23% | Aktien |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $138.365.163 | 546.725 | 1,02% | Aktien |
| NORTHERN TRUST CORP | $129.788.029 | 512.834 | 0,95% | Aktien |
| Alyeska Investment Group, L.P. | $127.569.276 | 504.067 | 0,94% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118.964.050 | 470.065 | 0,87% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110.853.342 | 438.017 | 0,81% | Aktien |
| FULLER & THALER ASSET MANAGEMENT, INC. | $99.746.420 | 394.130 | 0,73% | Aktien |
| CITADEL ADVISORS LLC | $99.077.277 | 391.486 | 0,73% | Aktien |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $95.692.357 | 378.111 | 0,70% | Aktien |
| Capital World Investors | $92.186.668 | 364.259 | 0,68% | Aktien |
| JPMORGAN CHASE & CO | $89.554.168 | 370.093 | 0,66% | Aktien |
| HENNESSY ADVISORS INC | $87.919.992 | 347.400 | 0,65% | Aktien |
| Bank of New York Mellon Corp | $87.522.025 | 345.828 | 0,64% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $85.842.458 | 339.191 | 0,63% | Aktien |
| WELLINGTON MANAGEMENT GROUP LLP | $81.174.651 | 320.747 | 0,60% | Aktien |
| GOLDMAN SACHS GROUP INC | $75.159.978 | 296.982 | 0,55% | Aktien |
| Global Alpha Capital Management Ltd. | $74.996.968 | 296.337 | 0,55% | Aktien |
| Allspring Global Investments Holdings, LLC | $74.115.344 | 300.805 | 0,54% | Aktien |
| Connor, Clark & Lunn Investment Management Ltd. | $71.410.065 | 282.164 | 0,52% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $68.574.557 | 270.960 | 0,50% | Aktien |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $64.860.101 | 256.283 | 0,48% | Aktien |
| SEI INVESTMENTS CO | $61.772.276 | 244.082 | 0,45% | Aktien |
| Qube Research & Technologies Ltd | $53.069.611 | 209.695 | 0,39% | Aktien |
| Nuveen, LLC | $49.160.264 | 194.248 | 0,36% | Aktien |
| Madison Avenue Partners, LP | $47.660.532 | 188.322 | 0,35% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $45.754.333 | 180.790 | 0,34% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $41.949.023 | 165.754 | 0,31% | Aktien |
| WELLS FARGO & COMPANY/MN | $40.722.179 | 160.906 | 0,30% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38.594.700 | 152.500 | 0,28% | Kaufoption |
| JANE STREET GROUP, LLC | $38.544.084 | 152.300 | 0,28% | Kaufoption |
| RHUMBLINE ADVISERS | $36.097.248 | 142.632 | 0,27% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $34.933.392 | 138.033 | 0,26% | Aktien |
Unternehmensinsider 47 Insider · 21 Führungskräfte · 26 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jure Sola | Chairman & CEO | 6. Mai 2026 S | 1.227.573 | 0 | 1 | $-27.087.333 |
| Hartmut Liebel | CEO | 15. Juli 2020 F | 78.084 | 0 | 0 | $0 |
| Michael Joseph Clarke | CEO | 15. Oktober 2018 A | 157.395 | 0 | 0 | $0 |
| Robert K Eulau | CEO | 17. November 2017 F | 388.256 | 0 | 0 | $0 |
| Jonathan P Faust | EVP & CFO | 29. Mai 2026 S | 77.000 | 0 | 3 | $-4.283.099 |
| Kurt Adzema | EVP & CFO | 16. November 2023 F | 59.889 | 0 | 0 | $0 |
| David Robert Anderson | EVP & CFO | 19. Februar 2019 M | 82.000 | 0 | 0 | $0 |
| David L White | Exec VP Finance & CFO | 16. Januar 2009 F | 244.841 | 0 | 0 | $0 |
| Mark Lustig | Acting CFO | 31. März 2004 A | 2.805 | 0 | 0 | $0 |
| Rick R Ackel | Exec VP & CFO | 8. Januar 2004 M | 0 | 0 | 0 | $0 |
| Hari Pillai | President and COO | 15. November 2010 A | 253.639 | 0 | 0 | $0 |
| Joseph R Bronson | President & COO | 28. Februar 2008 P | 300.000 | 0 | 0 | $0 |
| Alan Mcwilliams Reid | EVP, Global Human Resources | 26. Mai 2026 S | 24.481 | 0 | 6 | $-2.724.255 |
| Vishnu Venkatesh | SVP, Global Controller & Chief Accounting Officer | 30. April 2026 S | 18.500 | 0 | 2 | $-587.380 |
| Charlie Mason | EVP & Global Sales | 5. Februar 2026 S | 26.666 | 0 | 1 | $-1.935.812 |
| Brent Billinger | SVP & Corporate Controller | 2. Januar 2024 F | 16.504 | 0 | 0 | $0 |
| YOUNG DENNIS | Exec VP Worldwide Sales | 28. Mai 2021 S | 5.000 | 0 | 0 | $0 |
| Charles Kostalnick II | EVP and Chief Business Officer | 16. Mai 2016 M | 47.500 | 0 | 0 | $0 |
| Todd B Schull | SVP & Controller | 27. November 2012 S | 22.500 | 0 | 0 | $0 |
| David L Pulatie | Exec VP, Human Resources | 15. November 2011 A | 35.000 | 0 | 0 | $0 |
| Walter J Hussey | Pres Technology Components | 29. Februar 2008 P | 100.000 | 0 | 0 | $0 |
| Susan A Johnson | Direktor | 17. September 2026 S | 10.123 | 0 | 2 | $-48.378 |
| David V Hedley III | Direktor | 1. Mai 2026 S | 7.376 | 0 | 2 | $-275.965 |
| Joseph G Licata Jr | Direktor | 29. April 2026 S | 27.809 | 0 | 2 | $-5.606.040 |
| Mythili Sankaran | Direktor | 16. März 2026 A | 6.214 | 0 | 1 | $-499.733 |
| Michael J Loparco | Direktor | 16. März 2026 A | 5.500 | 1 | 0 | $99.722 |
| Susan K Barnes | Direktor | 16. März 2026 A | 9.638 | 0 | 0 | $0 |
| Krish A Prabhu | Direktor | 16. März 2026 A | 23.198 | 0 | 0 | $0 |
| Mario M Rosati | Direktor | 21. Februar 2025 S | 80.295 | 0 | 0 | $0 |
| Eugene A Delaney | Direktor | 4. Februar 2025 S | 65.408 | 0 | 0 | $0 |
| John Goldsberry | Direktor | 15. März 2023 A | 15.002 | 0 | 0 | $0 |
| Rita S. Lane | Direktor | 15. März 2022 A | 35.610 | 0 | 0 | $0 |
| Jackie M Ward | Direktor | 15. April 2021 A | 163.540 | 0 | 0 | $0 |
| William J Delaney III | Direktor | 15. März 2019 A | 13.419 | 0 | 0 | $0 |
| Wayne Shortridge | Direktor | 24. Mai 2018 S | 68.685 | 0 | 0 | $0 |
| Neil R Bonke | Direktor | 27. Februar 2017 S | 7.812 | 0 | 0 | $0 |
| Jean Manas | Direktor | 3. Mai 2013 S | 35.647 | 0 | 0 | $0 |
| Eugene A Sapp JR | Direktor | 15. März 2012 A | 128.076 | 0 | 0 | $0 |
| Alain A Couder | Direktor | 6. Dezember 2010 A | 77.922 | 0 | 0 | $0 |
| Peter J Simone | Direktor | 26. Februar 2007 A | 45.542 | 0 | 0 | $0 |
| SANMINA-SCI CORP | Direktor | 26. Februar 2007 A | 74.986 | 0 | 0 | $0 |
| Bernard V Vonderschmitt | Direktor | 26. Januar 2004 A | 301.390 | 0 | 0 | $0 |
| Joseph M Schell | Direktor | 4. August 2003 M | 3.602 | 0 | 0 | $0 |
| Michael R Tyler | · | 30. Mai 2013 M | 59.300 | 0 | 0 | $0 |
| Steve Bruton | · | 1. Dezember 2005 A | 163.029 | 0 | 0 | $0 |
| Randy W Furr | · | 30. September 2005 A | 702.356 | 0 | 0 | $0 |
| John C Bolger | · | 11. Oktober 2004 A | · | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 78 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 4,71% | 76.609 SH | 2. Oktober 2026 | Täglich |
| EPSV · Harbor ETF Trust | 2,94% | 965 NS | 31. Juli 2026 | N-PORT |
| NRSH · Tidal Trust I | 2,64% | 4.266 NS | 31. Juli 2026 | N-PORT |
| SAWS · ETF Series Solutions | 2,28% | 961 NS | 31. Juli 2026 | N-PORT |
| BUL · Pacer Funds Trust | 1,27% | 9.009 NS | 31. Juli 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,25% | 100.520 NS | 31. Juli 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,22% | 1.554 NS | 31. Juli 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,21% | 168.020 NS | 31. Juli 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,05% | 15.829 SH | 2. Oktober 2026 | Täglich |
| AMOM · Exchange Listed Funds Trust | 0,94% | 1.210 NS | 31. Juli 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,87% | 49.502 NS | 31. Juli 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,74% | 13.563 SH | 2. Oktober 2026 | Täglich |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,71% | 52.886 SH | 19. August 2026 | Täglich |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,58% | 18.133 NS | 31. Juli 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,57% | 32.400 SH | 2. Oktober 2026 | Täglich |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,37% | 86.561 SH | 19. August 2026 | Täglich |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,37% | 6.810 SH | 2. Oktober 2026 | Täglich |
| ISCG · iShares Trust | 0,35% | 16.466 SH | 11. September 2026 | Täglich |
| VFMO · VANGUARD WELLINGTON FUND | 0,30% | 23.421 SH | 19. August 2026 | Täglich |
| PTMC · Pacer Funds Trust | 0,28% | 5.930 NS | 31. Juli 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0,28% | 4.366 NS | 31. Juli 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,27% | 20.350 NS | 31. Juli 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,24% | 8.405 NS | 31. Juli 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,21% | 787 NS | 31. Juli 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 22.726 NS | 31. Juli 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,21% | 3.025 NS | 31. Juli 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 27.486 NS | 31. Juli 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,20% | 166.197 NS | 31. Juli 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,18% | 337.607 SH | 19. August 2026 | Täglich |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 5.443 NS | 31. Juli 2026 | N-PORT |
| LRGF · iShares Trust | 0,15% | 27.893 SH | 11. September 2026 | Täglich |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 615.037 SH | 19. August 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,15% | 1.167.844 SH | 19. August 2026 | Täglich |
| ESML · iShares Trust | 0,15% | 20.169 SH | 11. September 2026 | Täglich |
| SMMD · iShares Trust | 0,14% | 27.115 SH | 11. September 2026 | Täglich |
| VBR · VANGUARD INDEX FUNDS | 0,14% | 370.672 SH | 19. August 2026 | Täglich |
| SMDX · Tidal Trust III | 0,11% | 753 NS | 31. Juli 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,10% | 3.856 NS | 31. Juli 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,10% | 683.448 SH | 19. August 2026 | Täglich |
| IWP · iShares Trust | 0,10% | 92.361 SH | 11. September 2026 | Täglich |
| WSML · iShares Trust | 0,10% | 3.203 SH | 11. September 2026 | Täglich |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 4.319 NS | 31. Juli 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,08% | 89.078 NS | 31. Juli 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 207.601 SH | 11. September 2026 | Täglich |
| IWS · iShares Trust | 0,07% | 51.781 SH | 11. September 2026 | Täglich |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 2.487 SH | 2. Oktober 2026 | Täglich |
| IYW · iShares Trust | 0,05% | 62.821 SH | 11. September 2026 | Täglich |
| DXUV · Dimensional ETF Trust | 0,05% | 1.472 NS | 31. Juli 2026 | N-PORT |
| IGM · iShares Trust | 0,05% | 25.192 SH | 11. September 2026 | Täglich |
| DFAT · Dimensional ETF Trust | 0,04% | 31.983 NS | 31. Juli 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 13.157 SH | 2. Oktober 2026 | Täglich |
| IUSG · iShares Trust | 0,03% | 47.148 SH | 11. September 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,03% | 69.504 NS | 31. Juli 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 4.850 NS | 31. Juli 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 22.315 NS | 31. Juli 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1.136 SH | 2. Oktober 2026 | Täglich |
| DFSV · Dimensional ETF Trust | 0,02% | 10.613 NS | 31. Juli 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 2.370 NS | 31. Juli 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 1.616.846 SH | 19. August 2026 | Täglich |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8.364 SH | 19. August 2026 | Täglich |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 20.717 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 4.270 SH | 19. August 2026 | Täglich |
| IWD · iShares Trust | 0,02% | 76.191 SH | 11. September 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,02% | 11.489 NS | 31. Juli 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2.077 NS | 31. Juli 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 69.594 SH | 11. September 2026 | Täglich |
| IWB · iShares Trust | 0,01% | 35.019 SH | 11. September 2026 | Täglich |
| IWV · iShares Trust | 0,01% | 14.408 SH | 11. September 2026 | Täglich |
| DFUS · Dimensional ETF Trust | 0,01% | 15.892 NS | 31. Juli 2026 | N-PORT |
| IWF · iShares Trust | 0,01% | 61.662 SH | 11. September 2026 | Täglich |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 43.323 SH | 19. August 2026 | Täglich |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 25.960 SH | 19. August 2026 | Täglich |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.430 SH | 2. Oktober 2026 | Täglich |
| FBCG · FIDELITY COVINGTON TRUST | 0,00% | 800 NS | 31. Juli 2026 | N-PORT |
| IJH · iShares Trust | · | 1.881.068 SH | 11. September 2026 | Täglich |
| IJK · iShares Trust | · | 310.836 SH | 11. September 2026 | Täglich |
| ISCB · iShares Trust | · | 2.330 SH | 11. September 2026 | Täglich |
| SMLF · iShares Trust | · | 41.940 SH | 11. September 2026 | Täglich |
SANM Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
12-Monats-Kursziel
4 Analysten · 2026-10-02Mittelwert-Ziel $260.00 +15,5%
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| SANM | $6.09B | 25.6 | 7.4% | 3.0% | 9.9% | 8.8% |
| FLEX | $23.94B | 28.1 | 8.1% | 3.1% | 17.3% | 9.2% |
| JBL | $22.02B | 34.6 | 3.2% | 2.2% | 40.4% | 8.9% |
| TTMI | $7.36B | 42.4 | 19.0% | 6.1% | 10.4% | 20.7% |
| PLXS | $3.84B | 22.9 | 1.8% | 4.3% | 12.3% | 10.1% |
| IPGP | · | 98.1 | 2.7% | · | · | · |
| BHE | $1.53B | 62.9 | 0.11% | 0.93% | 2.2% | 10.2% |
| CTS | $1.23B | 19.6 | 5.2% | 12.1% | 11.8% | 38.4% |
| KE | $614M | 22.7 | -3.7% | 1.9% | 4.8% | 8.2% |
| FWDI | $2.20B | -1.0 | -9.0% | -918.1% | -22.7% | 28.5% |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.
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