QRVO Qorvo, Inc. - Common Stock
NASDAQ · Semiconductors · View on SEC EDGAR ↗ close Oct 5, 2026 10-K/10-Q Jul 28, 2026
$114.17
· of 52w range
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· to high
$74.9252w low
$121.0952w high
Market Cap (MRQ)
$10.07B
P/E (TTM)
26.5
EPS (TTM)
$4.31
Revenue (TTM)
$3.64B
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52W Range
$75–$121
Analyst Rating
HOLD
Price Target
$90
P/E
26.5
ROE
11.6%
Net Profit Margin
11.0%
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QRVO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$114.17
Market Cap (MRQ)
$10.07B
P/E (TTM)
26.5
EPS (TTM)
$4.31
Revenue (TTM)
$3.64B
ROE (TTM)
11.6%
Debt/Equity (MRQ)
0.4
52W Range
$75–$121
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About Qorvo, Inc. - Common Stock Company overview from Wikipedia
Qorvo, Inc. is an American multinational company specializing in products for wireless, wired, and power markets. The company was created by the merger of TriQuint Semiconductor and RF Micro Devices, which was announced in 2014 and completed on January 1, 2015. It trades on Nasdaq under the ticker symbol QRVO. The headquarters for the company originally were in both Hillsboro, Oregon (home of TriQuint), and Greensboro, North Carolina (home of RFMD), but in mid-2016 the company began referring to its North Carolina site as its exclusive headquarters.
History
Qorvo was created on January 1, 2015, with the merger of TriQuint Semiconductor and RF Micro Devices (RFMD). In June 2015, the new company became a component of the S&P 500. At the time of joining the S&P 500, Qorvo was valued at $12 billion. The company employs more than 8,000 people. As of mid-2016, the Oregon plant alone was employing almost 1,000 people.
In 2016, GreenPeak Technologies was acquired, adding ultra-low power, short-range wireless connected home and IoT to its portfolio. GreenPeak Technologies was best known for its Zigbee chips, of which it had sold 100 million in 2015. GreenPeak Technologies was headquartered in Utrecht, The Netherlands.
In 2019, Qorvo acquired Active-Semi International, a company with experience in power efficiency and power management, which have become skills useful for designing circuitry for 5G equipment, the Internet of things (IoT).
In 2020, Qorvo acquired the Irish fabless semiconductor company Decawave in a deal that was estimated to be worth $400 million.
In 2021, Qorvo announced the acquisition of Mountain View, California–based NextInput, a pioneer in the emerging field of force-sensing for human-machine interface (HMI). On November 3, 2021, Qorvo announced the acquisition of Princeton, New Jersey–based United Silicon Carbide (UnitedSiC), a leading manufacturer of silicon carbide–based semiconductors, such SiC FETs, SiC JFETs, SiC Diodes.
In 2023, Qorvo announced QSPICE circuit simulation software would be limited beta testing in May, then open beta testing in July. It is developed by Mike Engelhardt, the author of LTspice.
QSPICE has won multiple industry awards. It was honored as the Design Tool and Development Software Product of the Year at the 2023 Elektra Awards. In 2024, QSPICE received the Électrons d'Or Trophy from Electroniques magazine in the CAD / Measurement / Tools category for significant strides in circuit simulation, plus overcoming challenges in accuracy, efficiency and scalability.
In 2024, Qorvo announced the acquisition of Anokiwave, a company that specializes in high-performance RFIC design.
In October 2025, Skyworks and Qorvo announced they would be forming a new merged entity focused on radio-frequency chips for cellphones and other electronic consumer devices, pending regulatory approval.
Products
Qorvo products include electronic amplifiers for usage in radar systems, PMICs for device charging in vehicles and transistors that are needed in IFF and avionic devices. The company also sells RF chips and front end components for use in smartphones. Furthermore Qorvo offers SiC power semiconductors, as well as low power wireless components.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industrySemiconductors
employees5,200
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$3.68B2018-03-31 → 2026-03-28
EPS$3.622018-03-31 → 2026-03-28
Free Cash Flow$680M2018-03-31 → 2026-03-28
Net margin11.0%2018-03-31 → 2026-03-28
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | QRVO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 26.55Y avg ≈20.0 | ≈20.0 | 32.2 | Undervalued | |
| P/S (TTM) | 2.85Y avg ≈2.4 | ≈2.4 | 7.2 | Undervalued | |
| P/B (MRQ) | 2.95Y avg ≈2.5 | ≈2.5 | 6.7 | Undervalued | |
| Price / FCF (TTM) | 15.55Y avg ≈13.9 | ≈13.9 | · | · | |
| Price / Cash Flow (TTM) | 13.25Y avg ≈11.3 | ≈11.3 | 27.5 | Undervalued | |
| Price / Tangible Book (MRQ) | 3.05Y avg ≈13.3 | ≈13.3 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | QRVO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 48.2%5Y avg ≈42.4% | ≈42.4% | 57.3% | Weak | |
| Operating Margin (TTM) | 13.1%5Y avg ≈9.5% | ≈9.5% | 16.3% | Weak | |
| EBITDA Margin | 11.2%5Y avg ≈9.5% | ≈9.5% | 16.3% | Weak | |
| Pretax Margin (TTM) | 12.8%5Y avg ≈8.7% | ≈8.7% | 16.0% | Weak | |
| Net Profit Margin (TTM) | 11.0%5Y avg ≈6.8% | ≈6.8% | 16.7% | Weak | |
| ROA (TTM) | 6.7%5Y avg ≈4.2% | ≈4.2% | 5.9% | Weak | |
| ROE (TTM) | 11.6%5Y avg ≈6.9% | ≈6.9% | 9.9% | In line | |
| ROIC | 10.5%5Y avg ≈7.6% | ≈7.6% | 10.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | QRVO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.45Y avg ≈0.0 | ≈0.0 | 0.1 | High debt | |
| Current Ratio (MRQ) | 3.55Y avg ≈3.1 | ≈3.1 | 3.5 | In line | |
| Quick Ratio | 2.25Y avg ≈1.9 | ≈1.9 | 2.0 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.4 | · | 0.1 | High debt | |
| Interest Coverage | 5.65Y avg ≈6.0 | ≈6.0 | 18.5 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | QRVO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -1.1%5Y avg ≈-0.86% | ≈-0.86% | · | · | |
| Revenue CAGR 3Y | 1.0%5Y avg ≈-2.7% | ≈-2.7% | · | · | |
| Revenue CAGR 5Y | -1.7% | · | · | · | |
| EPS YoY | 524.1%5Y avg ≈160.5% | ≈160.5% | · | · | |
| Net Income YoY | 509.5%5Y avg ≈153.5% | ≈153.5% | · | · | |
| EPS CAGR 3Y | 53.5% | · | · | · | |
| EPS CAGR 5Y | -10.5% | · | · | · | |
| Net Income CAGR 3Y | 48.7% | · | · | · | |
| Net Income CAGR 5Y | -14.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | QRVO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.6 | ≈0.6 | 0.6 | In line | |
| Inventory Turnover | 3.35Y avg ≈3.3 | ≈3.3 | 3.3 | In line | |
| Receivables Turnover | 9.65Y avg ≈9.3 | ≈9.3 | 7.0 | Top tier | |
| Revenue / Employee | ≈$707.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
32.0%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $1.64 | $1.12 | 46.1% | |
| March 31, 2026 | $1.69 | $1.23 | 37.3% | |
| Dec. 31, 2025 | $2.17 | $1.88 | 15.1% | |
| Sept. 30, 2025 | $2.22 | $2.11 | 5.1% | |
| June 30, 2025 | $0.92 | $0.62 | 49.2% | |
| March 31, 2025 | $1.42 | $1.02 | 38.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Cost of Revenue | $1.99B | $2.18B | $2.28B | $2.27B | $2.36B | $2.13B | $1.92B | $1.90B | · | $1.90B | $1.56B | |
| Gross Profit | $1.69B | $1.54B | $1.49B | $1.30B | $2.29B | $1.88B | $1.32B | $1.20B | · | $1.14B | $1.05B | |
| R&D Expense | $726M | $748M | $682M | $650M | $624M | $570M | $484M | $450M | · | $471M | $449M | |
| SG&A Expense | $165M | $172M | $172M | $148M | $350M | $367M | $344M | $476M | · | $546M | $534M | |
| Operating Expenses | $1.28B | $1.44B | $1.40B | $1.11B | $1.06B | $977M | $899M | $979M | · | $1.05B | $1.04B | |
| Operating Income | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M | |
| Interest Expense | $73M | $78M | $69M | $68M | $63M | $75M | $60M | $44M | · | $59M | $23M | |
| Other Non-op | $60M | $49M | $51M | $10M | $18M | $-24M | $32M | $-81M | · | $-3M | $6M | |
| Pretax Income | $398M | $66M | $74M | $125M | $1.18B | $807M | $395M | $92M | · | $27M | $-3M | |
| Income Tax | $59M | $10M | $144M | $21M | $148M | $74M | $61M | $-41M | · | $44M | $26M | |
| Net Income | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| EPS (Basic) | $3.66 | $0.59 | $-0.72 | $1.01 | $9.38 | $6.43 | $2.86 | $1.07 | · | $-0.13 | $-0.20 | |
| EPS (Diluted) | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 | $6.32 | $2.80 | $1.05 | · | $-0.13 | $-0.20 | |
| Shares (Basic) | 92,592,000 | 94,586,000 | 97,557,000 | 102,206,000 | 110,196,000 | 114,034,000 | 117,007,000 | 124,534,000 | · | 127,121,000 | 141,937,000 | |
| Shares (Diluted) | 93,547,000 | 95,450,000 | 97,557,000 | 103,019,000 | 111,546,000 | 116,016,000 | 119,293,000 | 127,356,000 | · | 127,121,000 | 141,937,000 | |
| EBITDA | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.22B | $1.02B | $1.03B | $809M | $973M | $1.40B | $715M | $711M | $334M | $545M | $426M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $58M | · | $187M | |
| Receivables | $383M | $387M | $413M | $305M | $569M | $457M | $367M | $378M | $361M | $358M | $316M | |
| Inventory | $554M | $641M | $711M | $797M | $756M | $508M | $517M | $512M | $502M | $430M | $428M | |
| Prepaid Expense | $37M | $33M | $41M | $47M | $50M | $42M | $38M | $26M | $25M | $36M | $64M | |
| Other Current Assets | $98M | $75M | $79M | $47M | $71M | $52M | $38M | $36M | $35M | $26M | $41M | |
| Current Assets | $2.31B | $2.17B | $2.45B | $2.03B | $2.45B | $2.48B | $1.69B | $1.68B | $1.37B | $1.46B | $1.51B | |
| PP&E (Net) | $710M | $802M | $871M | $1.15B | $1.25B | $1.27B | $1.26B | $1.37B | $1.37B | $1.39B | $1.05B | |
| PP&E (Gross) | $2.49B | $2.65B | $2.55B | $3.05B | $2.99B | $2.83B | $2.67B | $2.47B | · | $2.07B | $1.62B | |
| Accum. Depreciation | $1.78B | $1.85B | $1.68B | $1.90B | $1.73B | $1.56B | $1.42B | $1.22B | $950M | $981M | $752M | |
| Goodwill | $2.35B | $2.39B | $2.53B | $2.76B | $2.78B | $2.64B | $2.61B | $2.17B | $2.17B | $2.17B | $2.14B | |
| Intangibles | $122M | $273M | $509M | $538M | $675M | $611M | $809M | $408M | $729M | $1.40B | $1.81B | |
| Other Non-current Assets | $318M | $277M | $170M | $193M | $324M | $182M | $165M | $77M | $63M | $59M | $66M | |
| Total Assets | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Accounts Payable | $243M | $261M | $253M | $211M | $328M | $314M | $247M | $233M | $219M | $216M | $205M | |
| Accrued Liabilities | $248M | $288M | $337M | $222M | $240M | $255M | $218M | $161M | $134M | $171M | $138M | |
| Current Liabilities | $713M | $783M | $1.23B | $556M | $675M | $682M | $539M | $436M | $403M | $419M | $374M | |
| Capital Leases | $41M | $45M | $51M | $69M | · | · | $58M | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $37M | $132M | $152M | |
| Other Non-current Liabilities | $219M | $208M | $219M | $185M | $234M | $168M | $162M | $92M | $105M | $86M | $83M | |
| Total Liabilities | $2.48B | $2.54B | $3.00B | $2.79B | $2.96B | $2.59B | $2.27B | $1.45B | $1.10B | $1.63B | $1.60B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $2.05B | $2.05B | $1.74B | $1.57B | $921M | $558M | $989M | $988M | |
| Total Debt | · | $0 | $439M | $310.0K | $791.0K | $5M | $7M | · | · | · | $988M | |
| Common Stock | · | · | · | · | · | · | · | · | $5.17B | $5.36B | $5.44B | |
| Retained Earnings | $39M | $-34M | $-90M | $84M | $512M | $355M | $0 | $-321M | $-484M | $-456M | $-440M | |
| AOCI | $4M | $-5M | $-5M | $-3M | $5M | $30M | $2M | $-7M | $-5M | $-4M | $-3M | |
| Stockholders' Equity | $3.34B | $3.39B | $3.56B | $3.90B | $4.55B | $4.63B | $4.29B | $4.36B | $4.68B | $4.90B | $5.00B | |
| Liabilities + Equity | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Shares Outstanding | 87,741,000 | 92,920,000 | 95,798,000 | 98,649,000 | 106,303,000 | 112,557,000 | 114,625,000 | 119,063,000 | 125,598,000 | 126,464,000 | 127,386,000 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $136M | $136M | $121M | $106M | $84M | $89M | $76M | $72M | · | $89M | $140M | |
| Deferred Tax | $-39M | $-85M | $19M | $-66M | $32M | $-18M | $-11M | $-70M | · | $-28M | $-12M | |
| Amort. of Intangibles | $111M | $134M | $128M | $132M | $150M | $253M | $247M | $454M | · | $495M | $495M | |
| Restructuring | $7M | · | $44M | $26M | $2M | $3M | $48M | $51M | · | $2M | $10M | |
| Operating Cash Flow | $809M | $622M | $833M | $843M | $1.05B | $1.30B | $946M | $810M | · | $777M | $688M | |
| CapEx | $129M | $138M | $127M | $159M | $213M | $187M | $164M | $221M | · | $553M | $316M | |
| Investing Cash Flow | $-44M | $37M | $-136M | $-153M | $-596M | $-219M | $-1.11B | $-248M | · | $-490M | $-279M | |
| Net Debt Issued | $0 | $-439M | $-58M | $0 | $-198M | $-1.09B | $0 | $-1.05B | · | $0 | $-175M | |
| Stock Repurchased | $533M | $356M | $400M | $862M | $1.15B | $515M | $515M | $638M | · | $209M | $1.30B | |
| Net Stock Activity | $-533M | $-356M | $-400M | $-862M | $-1.15B | $-515M | $-515M | $-638M | · | $-209M | $-1.30B | |
| Financing Cash Flow | $-567M | $-684M | $-460M | $-853M | $-876M | $-402M | $166M | $-777M | · | $-166M | $-283M | |
| Net Change in Cash | $198M | $-28M | $240M | $-164M | $-426M | $683M | $4M | $-215M | · | $120M | $126M | |
| Taxes Paid | $56M | $89M | $105M | $106M | $125M | $53M | $56M | · | · | · | · | |
| Free Cash Flow | $680M | $485M | $706M | $684M | $836M | $1.11B | $782M | $589M | · | $224M | $372M | |
| Levered FCF | $617M | $418M | $772M | $628M | $780M | $1.05B | $730M | $526M | · | $260M | $137M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% | 46.9% | 40.8% | 38.7% | · | 37.4% | 40.2% | |
| Operating Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| Net Margin | 9.2% | 1.5% | -1.9% | 2.9% | 22.2% | 18.3% | 10.3% | 4.3% | · | -0.55% | -1.1% | |
| Pretax Margin | 10.8% | 1.8% | 1.9% | 3.5% | 25.4% | 20.1% | 12.2% | 3.0% | · | 0.90% | -0.11% | |
| EBITDA Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| ROA | 5.8% | 0.89% | -1.1% | 1.5% | 14.0% | 10.7% | 5.4% | · | · | · | -0.43% | |
| ROE | 9.9% | 1.6% | -1.9% | 2.6% | 22.4% | 16.1% | 7.8% | · | · | · | -0.52% | |
| ROIC | 10.5% | 2.4% | -2.2% | 3.9% | 23.6% | 17.8% | 8.3% | · | · | · | 2.0% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 | 3.6 | 3.1 | · | · | · | 4.0 | |
| Quick Ratio | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 | 2.7 | 2.0 | · | · | · | 2.5 | |
| Debt / Equity | · | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.2 | |
| Interest Coverage | 5.6 | 1.2 | 1.3 | 2.7 | 19.4 | 12.1 | 7.0 | 4.9 | · | 1.5 | 0.5 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.6 | 0.5 | · | · | · | 0.4 | |
| Inventory Turnover | 3.3 | 3.2 | 3.0 | 2.9 | 3.7 | 4.2 | 3.7 | · | · | · | 4.0 | |
| Receivables Turnover | 9.6 | 9.3 | 10.5 | 8.2 | 9.1 | 9.7 | 8.7 | · | · | · | 7.8 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.12 | $36.51 | $37.12 | $39.56 | $42.83 | $41.13 | $37.45 | · | · | · | $39.25 | |
| Revenue / Share | $39.32 | $38.96 | $38.64 | $34.65 | $41.65 | $34.61 | $27.15 | $24.27 | · | $23.86 | $18.39 | |
| Cash Flow / Share | $8.64 | $6.52 | $8.54 | $8.19 | $9.41 | $11.22 | $7.93 | $6.36 | · | $6.11 | $4.85 | |
| Cash / Share | $13.89 | $10.99 | $10.74 | $8.20 | $9.15 | $12.42 | $6.24 | · | · | · | $3.34 | |
| EPS (TTM) | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 | $6.32 | $2.80 | $1.05 | · | $-0.13 | $-0.20 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.1% | -1.3% | 5.6% | -23.2% | 15.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.0% | -7.1% | -2.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 524.1% | · | · | -89.2% | 46.5% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 53.5% | -60.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 509.5% | · | · | -90.0% | 40.9% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 48.7% | -62.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -14.3% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Net Income TTM | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| Market Cap | $6.79B | $6.64B | $11.00B | $10.02B | $12.92B | $21.71B | $9.25B | · | · | · | $6.47B | |
| Enterprise Value | · | $5.62B | $10.41B | $9.21B | $11.95B | $20.32B | $8.54B | · | · | · | $6.85B | |
| P/E | 21.4 | 123.3 | -159.5 | 101.6 | 13.1 | 30.5 | 28.8 | 68.3 | · | -527.4 | -254.1 | |
| P/S | 1.8 | 1.8 | 2.9 | 2.8 | 2.8 | 5.4 | 2.9 | · | · | · | 2.5 | |
| P/B | 2.0 | 2.0 | 3.1 | 2.6 | 2.8 | 4.7 | 2.2 | · | · | · | 1.3 | |
| P / Tangible Book | 7.8 | 9.1 | 21.5 | 16.6 | 11.7 | 15.8 | · | · | · | · | · | |
| P / Cash Flow | 8.4 | 10.7 | 13.2 | 11.9 | 12.3 | 16.7 | 9.8 | · | · | · | 9.4 | |
| P / FCF | 10.0 | 13.7 | 15.6 | 14.6 | 15.5 | 19.5 | 11.8 | · | · | · | 17.4 | |
| EV / EBITDA | · | 58.9 | 113.5 | 50.3 | 9.7 | 22.4 | 20.2 | · | · | · | 572.3 | |
| EV / FCF | · | 11.6 | 14.7 | 13.5 | 14.3 | 18.2 | 10.9 | · | · | · | 18.4 | |
| EV / Revenue | · | 1.5 | 2.8 | 2.6 | 2.6 | 5.1 | 2.6 | · | · | · | 2.6 | |
| Earnings Yield | 4.7% | 0.81% | -0.63% | 0.98% | 7.6% | 3.3% | 3.5% | 1.5% | · | -0.19% | -0.39% |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $785M | $808M | $993M | $1.06B | $819M | $869M | $916M | $1.05B | $887M | $941M | $1.07B | $1.10B | $755M | $743M | $1.16B | |
| Cost of Revenue | $384M | $413M | $529M | $561M | $487M | $503M | $525M | $601M | $554M | $559M | $686M | $614M | $477M | $475M | $619M | |
| Gross Profit | $401M | $395M | $464M | $497M | $332M | $367M | $391M | $445M | $332M | $382M | $388M | $490M | $278M | $268M | $539M | |
| R&D Expense | $172M | $170M | $178M | $198M | $179M | $180M | $179M | $201M | $188M | $180M | $164M | $175M | $163M | $149M | $168M | |
| SG&A Expense | $41M | $35M | $32M | $48M | $51M | $35M | $34M | $48M | $55M | $-124M | $87M | $104M | $-132M | $76M | $98M | |
| Operating Expenses | $304M | $364M | $272M | $339M | $302M | $338M | $338M | $436M | $328M | $352M | $429M | $338M | $308M | $259M | $277M | |
| Operating Income | $97M | $32M | $192M | $158M | $30M | $28M | $53M | $10M | $5M | $30M | $-42M | $151M | $-29M | $9M | $262M | |
| Interest Expense | $16M | $18M | $18M | $18M | $19M | $20M | $19M | $23M | $17M | $17M | $18M | $17M | $17M | $17M | $17M | |
| Other Non-op | $20M | $8M | $16M | $16M | $20M | $7M | $15M | $15M | $12M | $17M | $15M | $5M | $14M | $6M | $2M | |
| Pretax Income | $101M | $22M | $190M | $155M | $32M | $15M | $49M | $3M | $-723.0K | · | · | · | · | · | · | |
| Income Tax | $15M | $-8M | $26M | $35M | $6M | $-16M | $8M | $20M | $-1M | $27M | $83M | $42M | $-13M | $13M | $58M | |
| Net Income | $86M | $30M | $164M | $120M | $26M | $31M | $41M | $-17M | $414.0K | $3M | $-127M | $97M | $-19M | $-16M | $189M | |
| EPS (Basic) | $0.97 | $0.32 | $1.77 | $1.29 | $0.28 | $0.33 | $0.44 | $-0.18 | $0.00 | $0.03 | $-1.31 | $1.00 | $-0.13 | $-0.16 | $1.83 | |
| EPS (Diluted) | $0.96 | $0.32 | $1.75 | $1.28 | $0.27 | $0.33 | $0.43 | $-0.18 | $0.00 | $0.03 | $-1.31 | $0.99 | $-0.14 | $-0.16 | $1.82 | |
| Shares (Basic) | 88,035,000 | · | 92,586,000 | 92,803,000 | 92,915,000 | · | 94,341,000 | 94,886,000 | 95,467,000 | · | 97,152,000 | 97,945,000 | · | 100,943,000 | 102,927,000 | |
| Shares (Diluted) | 89,360,000 | · | 93,571,000 | 93,792,000 | 93,770,000 | · | 95,031,000 | 94,886,000 | 96,510,000 | · | 97,152,000 | 98,590,000 | · | 100,943,000 | 103,674,000 | |
| EBITDA | $97M | · | $192M | $158M | $30M | · | $53M | $10M | $5M | · | $-42M | $151M | · | $9M | $262M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.33B | $1.22B | $1.32B | $1.10B | $1.17B | $1.02B | $769M | $1.10B | $1.08B | $1.03B | $1.07B | $707M | $809M | $919M | $912M | |
| Receivables | $380M | $383M | $488M | $543M | $328M | $387M | $428M | $581M | $425M | $413M | $484M | $593M | · | $368M | $645M | |
| Inventory | $592M | $554M | $530M | $605M | $638M | $641M | $656M | $694M | $727M | $711M | $727M | $840M | · | $857M | $841M | |
| Prepaid Expense | $39M | $37M | $35M | $34M | $31M | $33M | $38M | $38M | $30M | $41M | $40M | $49M | · | $46M | $48M | |
| Other Current Assets | $81M | $98M | $79M | $74M | $69M | $75M | $78M | $110M | $99M | $79M | $75M | $46M | · | $37M | $52M | |
| Current Assets | $2.44B | $2.31B | $2.48B | $2.38B | $2.25B | $2.17B | $2.10B | $2.53B | $2.38B | $2.45B | $2.43B | $2.26B | · | $2.26B | $2.52B | |
| PP&E (Net) | $680M | $710M | $755M | $781M | $794M | $802M | $821M | $847M | $867M | $871M | $1.04B | $1.06B | · | $1.19B | $1.22B | |
| PP&E (Gross) | · | $2.49B | · | · | · | $2.65B | · | · | · | $2.55B | · | · | · | · | · | |
| Accum. Depreciation | $1.80B | $1.78B | $1.92B | $1.91B | $1.88B | $1.85B | $1.81B | $1.77B | $1.74B | $1.68B | $2.02B | $1.98B | · | $1.85B | $1.82B | |
| Goodwill | $2.35B | $2.35B | $2.39B | $2.39B | $2.39B | $2.39B | $2.44B | $2.44B | $2.53B | $2.53B | $2.54B | $2.71B | · | $2.77B | $2.76B | |
| Intangibles | $106M | $122M | $197M | $224M | $252M | $273M | $332M | $446M | $474M | $509M | $500M | $473M | · | $567M | $586M | |
| Other Non-current Assets | $348M | $318M | $320M | $306M | $293M | $277M | $250M | $216M | $170M | $170M | $166M | $187M | · | $265M | $258M | |
| Total Assets | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Accounts Payable | $253M | $243M | $241M | $285M | $280M | $261M | $283M | $322M | $304M | $253M | $283M | $275M | · | $225M | $322M | |
| Accrued Liabilities | $214M | $248M | $225M | $287M | $252M | $288M | $268M | $354M | $300M | $337M | $327M | $304M | · | $239M | $299M | |
| Current Liabilities | $688M | $713M | $676M | $805M | $798M | $783M | $808M | $1.33B | $1.22B | $1.23B | $1.28B | $672M | · | $614M | $764M | |
| Capital Leases | · | $41M | · | · | · | $45M | · | · | · | $51M | · | · | · | · | · | |
| Other Non-current Liabilities | $231M | $219M | $241M | $232M | $213M | $208M | $226M | $210M | $195M | $219M | $230M | $181M | · | $250M | $241M | |
| Total Liabilities | $2.47B | $2.48B | $2.47B | $2.59B | $2.56B | $2.54B | $2.58B | $3.09B | $2.96B | $3.00B | $3.06B | $2.90B | · | $2.91B | $3.05B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $2.05B | · | $2.05B | $2.05B | |
| Total Debt | $1.55B | · | $1.55B | $1.55B | $1.55B | · | $1.55B | $1.96B | $1.96B | · | $2.03B | $2.05B | · | $2.05B | $2.05B | |
| Retained Earnings | $125M | $39M | $227M | $73M | $-8M | $-34M | $-65M | $-107M | $-89M | $-90M | $-92M | $35M | $84M | $316M | $448M | |
| AOCI | $3M | $4M | $6M | $5M | $6M | $-5M | $-10M | $1M | $-6M | $-5M | $102.0K | $-14M | $-3M | $-11M | $-42M | |
| Stockholders' Equity | $3.47B | $3.34B | $3.70B | $3.51B | $3.44B | $3.39B | $3.38B | $3.41B | $3.49B | $3.56B | $3.64B | $3.82B | $3.90B | $4.16B | $4.32B | |
| Liabilities + Equity | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Shares Outstanding | 88,218,000 | 87,741,000 | 92,653,000 | 92,575,000 | 92,798,000 | 92,920,000 | 93,559,000 | 94,664,000 | 94,962,000 | 95,798,000 | 96,680,000 | 97,506,000 | 98,649,000 | 100,021,000 | 102,061,000 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $34M | $26M | $27M | $40M | $42M | $27M | $28M | $38M | $42M | $22M | $22M | · | $19M | $20M | · | |
| Deferred Tax | $-9M | $-15M | $-13M | $-8M | $-4M | $-21M | $-16M | $-22M | $-26M | $-43M | $61M | · | $-64M | $14M | · | |
| Amort. of Intangibles | $15M | $27M | $28M | $28M | $28M | $30M | $32M | $36M | $35M | $36M | $31M | · | $33M | $33M | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $4M | · | · | · | · | |
| Operating Cash Flow | $139M | $276M | $265M | $84M | $183M | $199M | $214M | $128M | $81M | $202M | $493M | · | $65M | $237M | · | |
| CapEx | $24M | $21M | $28M | $42M | $38M | $29M | $38M | $33M | $38M | $33M | $26M | · | $34M | $34M | · | |
| Investing Cash Flow | $-23M | $18M | $4M | $-33M | $-33M | $96M | $-7M | $-35M | $-17M | $-113M | $902.0K | · | $-36M | $-33M | · | |
| Stock Repurchased | $0 | $400M | $17M | $65M | $50M | $50M | $100M | $81M | $125M | $100M | $100M | · | $150M | $202M | · | |
| Net Stock Activity | $0 | · | · | · | $-50M | · | · | · | $-125M | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-392M | $-54M | $-113M | $-7M | $-43M | $-532M | $-80M | $-30M | $-132M | $-114M | · | $-139M | $-201M | · | |
| Net Change in Cash | $110M | $-99M | $215M | $-62M | $144M | $252M | $-327M | $14M | $33M | $-43M | $385M | · | $-110M | $7M | · | |
| Free Cash Flow | $115M | · | · | · | $145M | · | · | · | $43M | · | · | · | · | · | · | |
| Levered FCF | $102M | · | · | · | $130M | · | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.1% | · | 46.8% | 47.0% | 40.5% | · | 42.7% | 42.5% | 37.5% | · | 36.1% | 44.4% | · | 36.1% | 46.5% | |
| Operating Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| Net Margin | 10.9% | · | 16.5% | 11.3% | 3.1% | · | 4.5% | -1.7% | 0.05% | · | -11.8% | 8.8% | · | -2.1% | 16.3% | |
| Pretax Margin | 12.8% | · | 19.1% | 14.6% | 3.9% | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| ROA | 1.4% | · | 2.7% | 1.9% | 0.41% | · | 0.65% | -0.26% | 0.01% | · | -1.8% | 1.4% | · | -0.22% | 2.5% | |
| ROE | 2.5% | · | 4.6% | 3.5% | 0.74% | · | 1.2% | -0.48% | 0.01% | · | -3.2% | 2.4% | · | -0.36% | 4.2% | |
| ROIC | 1.6% | · | 3.2% | 2.4% | 0.49% | · | · | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | · | 3.7 | 3.0 | 2.8 | · | 2.6 | 1.9 | 2.0 | · | 1.9 | 3.4 | · | 3.7 | 3.3 | |
| Quick Ratio | 2.5 | · | 2.7 | 2.0 | 1.9 | · | 1.5 | 1.3 | 1.2 | · | 1.2 | 1.9 | · | 2.1 | 2.0 | |
| Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | 0.5 | 0.5 | |
| LT Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.5 | · | 0.5 | 0.5 | |
| Interest Coverage | 6.1 | · | 10.7 | 8.5 | 1.6 | · | 2.8 | 0.4 | 0.3 | · | -2.4 | 8.8 | · | 0.5 | 15.5 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.1 | · | 0.2 | 0.2 | · | 0.1 | 0.2 | |
| Inventory Turnover | 0.6 | · | 0.9 | 0.9 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.9 | 0.7 | · | 0.6 | 0.9 | |
| Receivables Turnover | 2.2 | · | 2.2 | 1.9 | 2.2 | · | 2.0 | 1.8 | 2.4 | · | 2.5 | 1.8 | · | 1.5 | 1.8 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $39.36 | · | $39.92 | $37.91 | $37.04 | · | $36.13 | $36.02 | $36.71 | · | $37.63 | $39.15 | · | $41.64 | $42.35 | |
| Revenue / Share | $8.78 | · | $10.61 | $11.29 | $8.73 | · | $9.64 | $11.03 | $9.19 | · | $11.05 | $11.19 | · | $7.36 | $11.17 | |
| Cash Flow / Share | $1.56 | · | · | · | $1.95 | · | · | · | $0.84 | · | · | · | · | · | · | |
| Cash / Share | $15.06 | · | $14.23 | $11.92 | $12.56 | · | $8.22 | $11.58 | $11.40 | · | $11.09 | $7.25 | · | $9.19 | $8.93 | |
| EPS (TTM) | $4.31 | · | $3.63 | $2.31 | $0.85 | · | $0.28 | $-1.46 | $-0.29 | · | $-0.90 | $0.25 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.64B | · | $3.74B | $3.66B | $3.65B | · | $3.79B | $3.95B | $4.01B | · | $3.58B | $3.25B | · | · | · | |
| Net Income TTM | $399M | · | $341M | $218M | $81M | · | $27M | $-141M | $-26M | · | $-92M | $19M | · | · | · | |
| Market Cap | $8.28B | · | $7.98B | $8.61B | $7.78B | · | $6.68B | $9.81B | $11.02B | · | $10.89B | $9.31B | · | $9.07B | $8.10B | |
| Enterprise Value | $8.50B | · | $8.21B | $9.06B | $8.16B | · | $7.46B | $10.67B | $11.90B | · | $11.85B | $10.65B | · | $10.20B | $9.24B | |
| P/E | 21.8 | · | 23.7 | 40.3 | 98.6 | · | 255.1 | -71.0 | -400.1 | · | -125.1 | 381.9 | · | · | · | |
| P/S | 2.3 | · | 2.1 | 2.4 | 2.1 | · | 1.8 | 2.5 | 2.8 | · | 3.0 | 2.9 | · | · | · | |
| P/B | 2.4 | · | 2.2 | 2.5 | 2.3 | · | 2.0 | 2.9 | 3.2 | · | 3.0 | 2.4 | · | 2.2 | 1.9 | |
| P / Tangible Book | 8.2 | · | 7.2 | 9.6 | 9.8 | · | 10.9 | 18.6 | 23.0 | · | 18.2 | 14.6 | · | 11.0 | 8.3 | |
| P / Cash Flow | 59.4 | · | · | · | 42.5 | · | · | · | 135.9 | · | · | · | · | · | · | |
| EV / Revenue | 2.3 | · | 2.2 | 2.5 | 2.2 | · | 2.0 | 2.7 | 3.0 | · | 3.3 | 3.3 | · | · | · | |
| Earnings Yield | 4.6% | · | 4.2% | 2.5% | 1.0% | · | 0.39% | -1.4% | -0.25% | · | -0.80% | 0.26% | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Revenue | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B |
| Gross Margin % | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% |
| Operating Margin % | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% |
| Net Income | $339M | $56M | $-70M | $103M | $1.03B |
| Diluted EPS | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 |
| Metric | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | 0.1 | 0.0 | 0.0 |
| Current Ratio | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 |
| Quick Ratio | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 |
| Metric | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Free Cash Flow | $680M | $485M | $706M | $684M | $836M |
Institutional owners (13F) 583 filers · $8.7B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
583
Value held
$8.7B
New positions
75
Exited positions
62
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 75 (-19 vs prior Q) | 62 (-11 vs prior Q) | 179 (+9 vs prior Q) | 183 (+8 vs prior Q) | +2.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $942,609,912 | 10,106,250 | 10.80% | Shares |
| VANGUARD GROUP INC | $904,257,507 | 10,700,006 | 10.36% | Shares |
| Starboard Value LP | $523,387,030 | 5,611,526 | 6.00% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $496,838,844 | 5,326,888 | 5.69% | Shares |
| STATE STREET CORP | $356,639,763 | 3,823,735 | 4.09% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $335,730,961 | 3,599,560 | 3.85% | Shares |
| FIL Ltd | $327,810,193 | 3,514,637 | 3.76% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $227,538,210 | 2,439,538 | 2.61% | Shares |
| BANK OF AMERICA CORP /DE/ | $182,131,034 | 1,952,729 | 2.09% | Shares |
| MILLENNIUM MANAGEMENT LLC | $181,949,344 | 1,950,781 | 2.08% | Shares |
| AQR Arbitrage LLC | $166,212,829 | 1,782,061 | 1.90% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $150,255,748 | 1,589,381 | 1.72% | Shares |
| GOLDMAN SACHS GROUP INC | $137,217,626 | 1,471,187 | 1.57% | Shares |
| Qube Research & Technologies Ltd | $126,565,245 | 1,356,977 | 1.45% | Shares |
| FMR LLC | $120,712,946 | 1,294,231 | 1.38% | Shares |
| NOMURA HOLDINGS INC | $116,587,500 | 1,250,000 | 1.34% | Call option |
| Assenagon Asset Management S.A. | $110,421,980 | 1,183,896 | 1.27% | Shares |
| UBS Group AG | $109,458,501 | 1,173,566 | 1.25% | Shares |
| MORGAN STANLEY | $105,489,856 | 1,131,015 | 1.21% | Shares |
| D. E. Shaw & Co., Inc. | $92,543,241 | 992,208 | 1.06% | Shares |
| Quantinno Capital Management LP | $88,754,787 | 951,589 | 1.02% | Shares |
| NORGES BANK | $86,477,053 | 927,169 | 0.99% | Shares |
| JANE STREET GROUP, LLC | $83,038,188 | 890,299 | 0.95% | Shares |
| Allianz Asset Management GmbH | $77,037,289 | 825,960 | 0.88% | Shares |
| ANTIPODES PARTNERS Ltd | $76,056,182 | 815,441 | 0.87% | Shares |
| ALPINE ASSOCIATES MANAGEMENT INC. | $74,444,290 | 798,159 | 0.85% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $70,708,547 | 758,106 | 0.81% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70,494,679 | 755,813 | 0.81% | Shares |
| ALLIANCEBERNSTEIN L.P. | $62,039,119 | 801,539 | 0.71% | Shares |
| LMR Partners LLP | $61,482,651 | 659,190 | 0.70% | Shares |
| NORTHERN TRUST CORP | $58,521,796 | 627,445 | 0.67% | Shares |
| Amundi | $57,586,111 | 617,413 | 0.66% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55,374,399 | 593,700 | 0.63% | Call option |
| CANADA PENSION PLAN INVESTMENT BOARD | $51,920,797 | 556,672 | 0.59% | Shares |
| Magnetar Financial LLC | $51,125,858 | 548,149 | 0.59% | Shares |
| Westchester Capital Management, LLC | $49,671,032 | 532,551 | 0.57% | Shares |
| OSSIAM | $48,662,597 | 521,739 | 0.56% | Shares |
| Invesco Ltd. | $48,028,733 | 514,943 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $47,244,519 | 506,535 | 0.54% | Shares |
| Bank of New York Mellon Corp | $45,799,076 | 491,038 | 0.52% | Shares |
| BRANDES INVESTMENT PARTNERS, LP | $44,161,630 | 473,474 | 0.51% | Shares |
| Verition Fund Management LLC | $42,639,127 | 457,158 | 0.49% | Shares |
| JANUS HENDERSON GROUP PLC | $42,473,477 | 548,859 | 0.49% | Shares |
| TWO SIGMA INVESTMENTS, LP | $42,338,797 | 453,938 | 0.49% | Shares |
| JPMORGAN CHASE & CO | $42,322,482 | 448,376 | 0.48% | Shares |
| Man Group plc | $41,717,712 | 447,279 | 0.48% | Shares |
| TIG Advisors, LLC | $41,534,437 | 445,314 | 0.48% | Shares |
| FIRST TRUST ADVISORS LP | $40,141,174 | 430,379 | 0.46% | Shares |
| CANYON CAPITAL ADVISORS LLC | $36,179,713 | 387,903 | 0.41% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $36,031,202 | 386,311 | 0.41% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Starboard Value LP, STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE & OPPORTUNITY S LLC, Starboard Value & Opportunity Master Fund L LP, Starboard Value L LP, Starboard Value R GP LLC, Starboard X Master Fund Ltd, Starboard G Fund, L.P., Starboard Value G GP, LLC, Starboard Value A LP, Starboard Value A GP LLC, Starboard Value GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Smith Jeffrey C, Feld Peter A ×6 filings | June 2, 2026 | 6.40% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 26 insiders · 11 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert A Bruggeworth | President and CEO | Oct. 5, 2026 D | 0 | 0 | 6 | $-8,718,541 |
| Grant Brown | SVP & Chief Financial Officer | Oct. 5, 2026 D | 0 | 0 | 4 | $-3,620,476 |
| Mark J. Murphy | Chief Financial Officer | Aug. 10, 2021 A | 82,531 | 0 | 0 | $0 |
| Steven J Buhaly | CFO | June 2, 2016 F | 94,938 | 0 | 0 | $0 |
| Frank P. Stewart | SVP, Advanced Cellular | Oct. 5, 2026 D | 0 | 0 | 2 | $-1,467,439 |
| Philip Chesley | SVP, High Performance Analog | Oct. 5, 2026 D | 0 | 0 | 3 | $-1,840,157 |
| Gina Harrison | VP and Corporate Controller | Oct. 5, 2026 D | 0 | 0 | 2 | $-562,220 |
| Steven E Creviston | SVP, Connectivity & Sensors | Oct. 5, 2026 D | 0 | 0 | 9 | $-1,045,841 |
| Paul J Fego | SVP, Global Operations | Oct. 5, 2026 D | 0 | 0 | 4 | $-785,276 |
| James L Klein | Former VP & Pres. Infra. & Def | Nov. 15, 2021 S | 42,978 | 0 | 0 | $0 |
| Michael J. Laber | VP and Corporate Controller | May 29, 2015 S | 757 | 0 | 0 | $0 |
| Chris Koopmans | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Roderick Nelson | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Peter A. Feld | Director | Oct. 5, 2026 D | 0 | 0 | 2 | $-192,282,223 |
| John R Harding | Director | Oct. 5, 2026 D | 0 | 0 | 2 | $-173,978 |
| Susan Louise Spradley | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Alan S Lowe | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Richard L Clemmer | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Walden C Rhines | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| Judy Bruner | Director | Oct. 5, 2026 D | 0 | 0 | 0 | $0 |
| David H Y Ho | Director | Aug. 13, 2024 A | 17,299 | 0 | 0 | $0 |
| Ralph Quinsey | Director | Aug. 15, 2023 A | 53,035 | 0 | 0 | $0 |
| Jeffery R Gardner | Director | Aug. 15, 2023 A | 14,903 | 0 | 0 | $0 |
| Walter H Wilkinson | Director | Aug. 9, 2021 S | 22,807 | 0 | 0 | $0 |
| Scott C Gibson | Director | Aug. 15, 2018 S | 9,502 | 0 | 0 | $0 |
| Daniel A Dileo | Director | Aug. 7, 2018 A | 27,129 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 83 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 3.78% | 181,432 SH | Oct. 5, 2026 | Daily |
| MNA · New York Life Investments ETF Trust | 2.48% | 68,788 NS | July 31, 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 2.37% | 60,459 SH | Oct. 5, 2026 | Daily |
| SCOW · Pacer Funds Trust | 1.76% | 332 NS | July 31, 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 1.32% | 6,258 NS | July 31, 2026 | N-PORT |
| GURU · Global X Funds | 1.05% | 7,083 NS | July 31, 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0.89% | 2,978 NS | July 31, 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0.64% | 182,358 NS | July 31, 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.62% | 44,340 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.60% | 244,976 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.53% | 11,044 SH | Oct. 5, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.51% | 60,061 SH | Aug. 19, 2026 | Daily |
| MADE · iShares Trust | 0.43% | 2,286 SH | Sept. 11, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.40% | 280,051 SH | Aug. 19, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.35% | 18,025 NS | July 31, 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0.33% | 876 NS | July 31, 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.31% | 7,573 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.30% | 62,882 SH | Aug. 19, 2026 | Daily |
| FHEQ · Fidelity Greenwood Street Trust | 0.30% | 30,622 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.25% | 43,985 SH | Oct. 5, 2026 | Daily |
| FLRG · FIDELITY COVINGTON TRUST | 0.24% | 7,802 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.22% | 15,780 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.21% | 2,993 NS | July 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 18,894 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.20% | 16,976 SH | Sept. 11, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 180,128 NS | July 31, 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.19% | 5,790,000 | Oct. 5, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.18% | 167,594 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 50,188 NS | July 31, 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0.18% | 5,388 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.17% | 38,413 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.16% | 44,755 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.16% | 1,153,244 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 37,981 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.15% | 251,676 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.13% | 45,171 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.09% | 126,293 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.09% | 1,813,963 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.09% | 5,144 SH | Sept. 11, 2026 | Daily |
| LRGF · iShares Trust | 0.08% | 27,339 SH | Sept. 11, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.08% | 179,673 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.08% | 127,958 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 917,840 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.07% | 1,363,838 SH | Aug. 19, 2026 | Daily |
| IWR · iShares Trust | 0.07% | 345,342 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 4,500 SH | Oct. 5, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 50,809 SH | Oct. 5, 2026 | Daily |
| IYW · iShares Trust | 0.05% | 104,327 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 2,474 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.04% | 37,646 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.04% | 63,533 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 192,568 NS | July 31, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.03% | 1,041 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 9,728 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.03% | 187,006 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 50,858 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 4,632 NS | July 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.02% | 11,961 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 4,087 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 21,624 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 58,913 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 3,564 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 23,314 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 104,759 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 24,769 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2,515,767 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 69,477 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 13,960 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 7,129 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 19,007 SH | Aug. 19, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IJR · iShares Trust | · | 4,884,850 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 477,366 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 264,363 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 11,069 SH | Aug. 31, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
| ISCB · iShares Trust | · | 3,962 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 7,676 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 70,758 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 9,251 SH | Aug. 19, 2026 | Daily |
QRVO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 26 analysts
HOLD
Median target
$93.00
-18.5%
0 0.0%
Strong Buy
2 7.7%
Buy
19 73.1%
Hold
3 11.5%
Sell
2 7.7%
Strong Sell
12-Month Price Target
12 analysts · 2026-09-30Mean target $90.17 -21.0%
Above all targets →
Current price $114.17
Low$66.00
Mean$90.17
High$105.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| QRVO | $6.79B | 21.4 | -1.1% | 9.2% | 9.9% | 45.9% |
| FSLR | $28.03B | 18.4 | 24.1% | 29.3% | 16.9% | 40.6% |
| LSCC | $10.76B | 3932.5 | 2.7% | 0.59% | 0.44% | 68.2% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
| SWKS | · | 25.0 | -2.2% | · | · | · |
| RMBS | $9.90B | 43.5 | 27.1% | 32.6% | 17.8% | 79.6% |
| MXL | $1.51B | -11.0 | 29.7% | -29.2% | -29.1% | 56.8% |
| SLAB | $4.35B | -66.6 | 34.3% | -8.3% | -6.0% | 58.2% |
| ALGM | $5.58B | -376.5 | 22.8% | -1.7% | -1.6% | 46.3% |
| CRUS | $7.25B | 18.3 | 5.3% | 20.8% | 19.9% | 52.8% |
| PI | $5.26B | -470.3 | -1.4% | -3.0% | -5.5% | 52.5% |
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Source: SEC 10-Q filed Jul 28, 2026