AEIS Instantánea de la Acción
Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
03
Precio$304.28
Capitalización Bursátil (MRQ)$12.17B
P/E (TTM)56.6
BPA (TTM)$5.38
Ingresos (TTM)$2.04B
Rendimiento div.0.14%
ROE (TTM)16.2%
Deuda/Capital (MRQ)0.9
Rango 52S$169–$397
AEIS Gráfico del Precio de la Acción
OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
04
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años
Tendencias de ingresos, beneficio neto, márgenes y BPA
06
Ingresos$1.80B2017-12-31 → 2025-12-31
BPA$3.842017-12-31 → 2025-12-31
Flujo de caja libre$126M2017-12-31 → 2025-12-31
Margen neto10.8%2017-12-31 → 2025-12-31
Valoración y ratios07–12
Valoración
Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
P/E (TTM)
56.6promedio 5A ≈41.9
≈41.9
34.7
Sobrevalorado
P/S (TTM)
6.0promedio 5A ≈2.8
≈2.8
4.4
Sobrevalorado
P/C (MRQ)
8.4promedio 5A ≈4.0
≈4.0
3.8
Sobrevalorado
EV / EBITDA
49.3promedio 5A ≈24.4
≈24.4
24.5
Sobrevalorado
Precio / FCF (TTM)
140.4promedio 5A ≈41.3
≈41.3
·
·
Precio / Flujo de Caja (TTM)
51.1promedio 5A ≈25.7
≈25.7
22.3
Sobrevalorado
EV / Revenue (EV / Ingresos)
6.3promedio 5A ≈2.7
≈2.7
·
·
EV / FCF
90.1promedio 5A ≈39.9
≈39.9
·
·
Precio / Valor Contable Tangible (MRQ)
9.0promedio 5A ≈6.4
≈6.4
·
·
PEG Ratio (Ratio PEG)
≈30.2
·
·
·
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad
Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
Margen Bruto (TTM)
39.3%promedio 5A ≈36.5%
≈36.5%
45.6%
Débil
Margen Operativo (TTM)
13.2%promedio 5A ≈8.3%
≈8.3%
18.6%
Débil
Margen EBITDA (TTM)
16.3%promedio 5A ≈12.1%
≈12.1%
19.6%
Débil
Margen antes de impuestos (TTM)
12.1%promedio 5A ≈8.7%
≈8.7%
16.1%
Débil
Margen de Beneficio Neto (TTM)
10.8%promedio 5A ≈7.9%
≈7.9%
11.7%
Débil
ROA (TTM)
7.6%promedio 5A ≈6.5%
≈6.5%
6.1%
En línea
ROE (TTM)
16.2%promedio 5A ≈12.8%
≈12.8%
11.5%
En línea
ROIC
7.7%promedio 5A ≈8.0%
≈8.0%
8.0%
En línea
Salud financiera
Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
Deuda / Patrimonio (MRQ)
0.9promedio 5A ≈0.5
≈0.5
0.7
Deuda alta
Ratio corriente (MRQ)
3.8promedio 5A ≈3.5
≈3.5
2.3
Liquidez sólida
Quick Ratio (Ratio Rápido)
1.1promedio 5A ≈2.2
≈2.2
1.3
Liquidez sólida
Deuda a Largo Plazo / Patrimonio (MRQ)
0.8promedio 5A ≈0.5
≈0.5
0.5
Deuda alta
Interest Coverage (Cobertura de Intereses)
10.1promedio 5A ≈6.1
≈6.1
11.7
Baja liquidez
Crecimiento
Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
Revenue YoY (Ingresos interanuales)
21.4%promedio 5A ≈6.0%
≈6.0%
·
·
Revenue CAGR 3Y (Ingresos CAGR 3A)
-0.85%promedio 5A ≈1.7%
≈1.7%
·
·
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.9%
·
·
·
EPS YoY (EPS interanual)
168.5%promedio 5A ≈25.2%
≈25.2%
·
·
Net Income YoY (Beneficio Neto interanual)
173.8%promedio 5A ≈25.7%
≈25.7%
·
·
EPS CAGR 3Y (CAGR BPA 3A)
-10.1%promedio 5A ≈-12.3%
≈-12.3%
·
·
EPS CAGR 5Y (CAGR BPA 5A)
1.9%
·
·
·
Net Income CAGR 3Y (CAGR Beneficio Neto 3A)
-9.4%promedio 5A ≈-12.4%
≈-12.4%
·
·
Net Income CAGR 5Y (CAGR Beneficio Neto 5A)
2.0%
·
·
·
Métricas por acción
BPA, valor contable por acción, flujo de caja por acción, dividendo por acción
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
EPS (Diluted) (BPA (Diluido))
$3.84promedio 5A ≈$3.49
≈$3.49
·
·
Revenue / Share (Ingresos / Acción)
$46.60promedio 5A ≈$43.30
≈$43.30
·
·
Cash Flow / Share (Flujo de Caja / Acción)
$6.04promedio 5A ≈$4.71
≈$4.71
·
·
Cash / Share (Efectivo / Acción)
$20.93promedio 5A ≈$18.96
≈$18.96
·
·
Eficiencia de capital
Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AEIS
promedio 5A
Mediana de Pares
Veredicto
Asset Turnover (Rotación de Activos)
0.7promedio 5A ≈0.8
≈0.8
0.6
De primer nivel
Inventory Turnover (Rotación de Inventario)
2.9promedio 5A ≈3.0
≈3.0
3.5
Débil
Receivables Turnover (Rotación de Cuentas por Cobrar)
6.1promedio 5A ≈5.7
≈5.7
6.7
Débil
Revenue / Employee (Ingresos / Empleado)
≈$138.4K
·
·
·
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos
Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
13
Rendimiento por Dividendo0.14%
Ratio de Pago10.5%
Pago anualizado≈$0.40Pago trimestral
Fecha ex-dividendo
Monto
Moneda
Rendimiento
Ago 24, 2026
$0,10
USD
≈0.15%
May 22, 2026
$0,10
USD
≈0.12%
Feb 23, 2026
$0,10
USD
≈0.12%
Nov 24, 2025
$0,10
USD
≈0.19%
Ago 25, 2025
$0,10
USD
≈0.26%
May 23, 2025
$0,10
USD
≈0.35%
Feb 24, 2025
$0,10
USD
≈0.32%
Nov 25, 2024
$0,10
USD
≈0.34%
Ago 26, 2024
$0,10
USD
≈0.36%
May 23, 2024
$0,10
USD
≈0.37%
Feb 15, 2024
$0,10
USD
≈0.39%
Nov 17, 2023
$0,10
USD
≈0.42%
Ago 18, 2023
$0,10
USD
≈0.36%
May 19, 2023
$0,10
USD
≈0.43%
Feb 16, 2023
$0,10
USD
≈0.41%
Nov 18, 2022
$0,10
USD
≈0.45%
Ago 19, 2022
$0,10
USD
≈0.42%
May 20, 2022
$0,10
USD
≈0.53%
Feb 17, 2022
$0,10
USD
≈0.46%
Nov 19, 2021
$0,10
USD
≈0.45%
Historial de Ganancias
EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
14
Sorpresa Media12.6%
Próximo informeNov 02, 2026
Período
Informe
EPS Actual
EPS est.
Sorpresa
30 de junio de 2026
Ago 3, 2026
$2.74
$2.24
22.1%
31 de marzo de 2026
$2.09
$2.02
3.5%
31 de diciembre de 2025
$1.94
$1.80
7.8%
30 de septiembre de 2025
$1.74
$1.50
16.1%
30 de junio de 2025
$1.50
$1.33
12.5%
31 de marzo de 2025
$1.23
$1.08
13.8%
Fundamentales Completos
Todas las métricas por año — estado de resultados, balance general, flujo de caja
15
Estado de resultados18
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue
$1.80B
$1.48B
$1.66B
$1.85B
$1.46B
$1.42B
$789M
$719M
$671M
$484M
$268M
$231M
Cost of Revenue
$1.12B
$953M
$1.06B
$1.17B
$924M
$874M
$473M
$353M
$315M
$231M
$198M
$179M
Gross Profit
$677M
$529M
$592M
$676M
$532M
$542M
$316M
$366M
$356M
$253M
$217M
$188M
R&D Expense
$232M
$212M
$202M
$191M
$162M
$144M
$102M
$76M
$58M
$44M
$40M
$37M
SG&A Expense
$242M
$225M
$221M
$218M
$192M
$189M
$143M
$108M
$93M
$78M
$66M
$59M
Operating Expenses
$509M
$493M
$479M
$442M
$381M
$366M
$261M
$194M
$156M
$126M
$110M
$102M
Operating Income
$168M
$37M
$114M
$233M
$152M
$176M
$54M
$172M
$201M
$127M
$107M
$86M
Interest Expense
$17M
$25M
$17M
$7M
$4M
·
·
$228.0K
$66.0K
·
·
·
Interest Income
$27M
$43M
$27M
$4M
$454.0K
·
·
·
·
·
·
·
Other Non-op
$-9M
$-2M
$-2M
$12M
$152.0K
$-18M
$13M
$823.0K
$-3M
$1M
$-1M
$-86.0K
Pretax Income
$169M
$52M
$122M
$242M
$149M
$158M
$67M
$172M
$198M
$128M
$105M
$86M
Income Tax
$19M
$-4M
$-8M
$40M
$14M
$23M
$11M
$25M
$62M
$11M
$22M
$17M
Net Income
$148M
$54M
$128M
$200M
$135M
$135M
$65M
$147M
$138M
$127M
$-158M
$47M
EPS (Basic)
$3.95
$1.45
$3.42
$5.33
$3.53
$3.52
$1.70
$3.76
$3.47
$3.21
$-3.89
$1.16
EPS (Diluted)
$3.84
$1.43
$3.40
$5.29
$3.51
$3.50
$1.69
$3.74
$3.43
$3.18
$-3.89
$1.14
Shares (Basic)
37,600,000
37,500,000
37,500,000
37,463,000
38,143,000
38,314,000
38,281,000
39,081,000
39,754,000
39,720,000
40,746,000
40,420,000
Shares (Diluted)
38,600,000
37,800,000
37,800,000
37,721,000
38,355,000
38,542,000
38,495,000
39,352,000
40,176,000
40,031,000
41,077,000
41,034,000
EBITDA
$230M
$105M
$180M
$293M
$205M
$224M
$81M
$185M
$210M
$135M
$115M
$61M
Balance general27
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Cash & Equivalents
$791M
$722M
$1.04B
$459M
$544M
$480M
$346M
$349M
$407M
$282M
$158M
$121M
Short-term Investments
·
·
·
·
$2M
$3M
$3M
$2M
$3M
·
·
·
Receivables
$325M
$265M
$282M
$301M
·
·
·
·
·
$76M
$55M
$79M
Inventory
$411M
$360M
$336M
$376M
$338M
$221M
$230M
$98M
$78M
$56M
$53M
$46M
Other Current Assets
$46M
$42M
$49M
$53M
$42M
$36M
$37M
$10M
$8M
$9M
$8M
$6M
Current Assets
$1.57B
$1.39B
$1.71B
$1.19B
$1.16B
$980M
$867M
$568M
$595M
$438M
$322M
$377M
PP&E (Net)
$273M
$186M
$168M
$148M
$115M
$115M
$108M
$31M
$18M
$13M
$10M
$10M
PP&E (Gross)
$497M
$387M
$337M
$283M
$222M
$195M
$186M
$92M
$85M
$77M
$69M
$66M
Accum. Depreciation
$224M
$201M
$169M
$135M
$108M
$80M
$78M
$61M
$67M
$63M
$59M
$56M
Goodwill
$301M
$296M
$284M
$281M
$212M
$210M
$203M
$102M
$54M
$42M
$43M
$44M
Intangibles
$118M
$139M
$161M
$190M
$159M
$169M
$184M
$55M
$33M
$28M
$34M
$40M
Total Assets
$2.55B
$2.26B
$2.56B
$1.99B
$1.82B
$1.65B
$1.53B
$816M
$733M
$572M
$463M
$685M
Accounts Payable
$224M
$144M
$142M
$170M
$194M
$125M
$171M
$40M
$48M
$46M
$27M
$25M
Short-term Debt
·
·
·
·
·
·
·
·
·
·
·
$0
Current Liabilities
$991M
$314M
$336M
$393M
$370M
$296M
$320M
$110M
$106M
$95M
$104M
$113M
Capital Leases
$96M
$89M
$89M
$94M
$95M
$96M
$91M
$0
·
·
·
·
Deferred Tax
·
·
·
·
$10M
$10M
$10M
$7M
$5M
$1M
$1M
$1M
Other Non-current Liabilities
$39M
$38M
$43M
$41M
$40M
$25M
$21M
$18M
$36M
$21M
$19M
$23M
Total Liabilities
$1.18B
$1.06B
$1.41B
$926M
$946M
$832M
$855M
$209M
$213M
$179M
$199M
$210M
Long-term Debt
$568M
$565M
$916M
$373M
$393M
$322M
$339M
·
·
·
·
·
Total Debt
$568M
$565M
$916M
$373M
$393M
$322M
$339M
·
·
·
·
$0
Paid-in Capital
$231M
$189M
$148M
$135M
$116M
$105M
$105M
$97M
$185M
$204M
$195M
$238M
Retained Earnings
$1.13B
$1.03B
$990M
$915M
$756M
$712M
$578M
$513M
$333M
$195M
$68M
$226M
AOCI
$6M
$-12M
$6M
$16M
$-1M
$-3M
$-6M
$-3M
$3M
$-7M
$534.0K
$11M
Stockholders' Equity
$1.36B
$1.20B
$1.14B
$1.07B
$871M
$815M
$677M
$607M
$521M
$392M
$264M
$475M
Liabilities + Equity
$2.55B
$2.26B
$2.56B
$1.99B
$1.82B
$1.65B
$1.53B
$816M
$733M
$572M
$463M
$685M
Shares Outstanding
37,800,000
37,700,000
37,300,000
37,400,000
37,589,000
38,293,000
38,358,000
38,164,000
39,604,000
39,712,000
39,756,000
40,613,000
Flujo de Efectivo19
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
D&A
$62M
$68M
$66M
$60M
$53M
$48M
$26M
$14M
$9M
$8M
$9M
$10M
Stock-based Comp
$56M
$46M
$31M
$20M
$16M
$12M
$7M
$10M
$13M
$6M
$3M
$4M
Deferred Tax
$-14M
$-20M
$-34M
$-6M
$1M
$-622.0K
$1M
$10M
$25M
$5M
$10M
·
Amort. of Intangibles
$22M
$26M
$28M
$26M
$22M
$20M
$12M
$6M
$4M
$4M
$4M
$5M
Restructuring
$6M
$28M
$25M
$7M
$5M
$13M
$5M
$4M
$0
$0
$198.0K
$2M
Other Non-cash
$-19M
$-17M
$17M
$-90M
$-64M
$7M
$-51M
$-29M
$-2M
$-22M
$252M
$3M
Operating Cash Flow
$233M
$131M
$209M
$184M
$140M
$201M
$48M
$151M
$183M
$119M
$105M
$77M
CapEx
$107M
$57M
$61M
$59M
$29M
$36M
$25M
$20M
$9M
$7M
$4M
$3M
Investing Cash Flow
$-110M
$-74M
$-65M
$-208M
$-47M
$-43M
$-394M
$-114M
$-28M
$300.0K
$-13M
$-55M
Debt Issued
·
·
·
·
$85M
·
$347M
·
·
·
·
·
Net Debt Issued
·
·
·
·
$85M
·
·
·
·
·
·
·
Stock Repurchased
$30M
$2M
$40M
$27M
$78M
$12M
·
$95M
$30M
$0
$50M
$25M
Net Stock Activity
$-30M
$-2M
$-40M
$-27M
$-78M
$-12M
·
$-95M
$-30M
$0
$-50M
$-25M
Dividends Paid
$16M
$15M
$15M
$15M
$15M
·
·
·
·
·
·
·
Financing Cash Flow
$-56M
$-377M
$446M
$-62M
$-25M
$-30M
$339M
$-97M
$-31M
$2M
$-46M
$-34M
Net Change in Cash
$69M
$-322M
$586M
$-86M
$64M
$134M
$-8M
$-60M
$126M
$120M
$44M
$-13M
Taxes Paid
$-21M
·
·
·
·
·
·
·
·
·
·
·
Free Cash Flow
$126M
$74M
$148M
$125M
$108M
$165M
$23M
$131M
$174M
$112M
$101M
$69M
Levered FCF
$111M
$47M
$130M
·
·
·
·
$131M
·
·
·
·
Rentabilidad8
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Gross Margin
37.7%
35.7%
35.8%
36.6%
36.6%
38.3%
40.0%
50.9%
78.6%
77.3%
80.8%
52.5%
Operating Margin
9.3%
2.5%
6.9%
12.6%
10.4%
12.4%
6.9%
23.9%
44.3%
38.8%
39.8%
10.9%
Net Margin
8.2%
3.7%
7.8%
10.8%
9.2%
9.5%
8.2%
20.4%
30.4%
38.9%
-59.1%
12.7%
Pretax Margin
9.4%
3.5%
7.4%
13.1%
10.2%
11.2%
8.5%
24.0%
43.7%
39.1%
39.3%
10.7%
EBITDA Margin
12.8%
7.1%
10.9%
15.9%
14.1%
15.8%
10.2%
25.8%
46.4%
41.1%
43.0%
16.6%
ROA
6.2%
2.2%
5.6%
10.5%
7.8%
8.5%
5.5%
18.6%
·
24.6%
-27.6%
7.0%
ROE
11.3%
4.6%
11.4%
20.6%
16.0%
18.1%
10.1%
26.1%
·
38.9%
-42.9%
10.0%
ROIC
7.7%
2.2%
5.9%
13.5%
10.9%
13.2%
4.5%
24.1%
·
29.5%
32.0%
10.1%
Liquidez y Solvencia5
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Current Ratio
1.6
4.4
5.1
3.0
3.1
3.3
2.7
5.2
·
4.6
3.3
3.3
Quick Ratio
1.1
3.1
4.0
1.2
1.5
1.6
1.1
3.2
·
3.8
2.1
2.2
Debt / Equity
0.4
0.5
0.8
0.4
0.5
0.4
0.5
·
·
·
·
0.0
LT Debt / Equity
·
0.5
0.8
0.3
0.4
0.4
0.5
·
·
·
·
·
Interest Coverage
10.1
1.5
6.9
·
·
·
·
752.4
·
·
·
·
Eficiencia3
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Asset Turnover
0.7
0.6
0.7
1.0
0.8
0.9
0.7
0.9
·
0.6
0.5
0.6
Inventory Turnover
2.9
2.7
3.0
3.3
3.3
3.9
2.9
4.1
·
4.3
4.0
3.8
Receivables Turnover
6.1
5.4
5.7
·
·
·
·
·
·
5.0
4.0
3.0
Por Acción6
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Book Value / Share
$36.05
$31.91
$30.66
$28.49
$23.17
$21.28
$17.64
$15.90
·
$9.87
$6.63
$11.69
Revenue / Share
$46.60
$39.17
$43.86
$48.92
$37.96
$36.73
$20.49
$18.27
$11.28
$8.18
$6.53
$9.01
Cash Flow / Share
$6.04
$3.46
$5.53
$4.87
$3.66
$5.22
$1.26
$3.84
$4.55
$2.98
$2.55
$1.84
Cash / Share
$20.93
$19.15
$27.99
$12.26
$14.48
$12.54
$9.03
$9.15
·
$7.10
$3.99
$3.08
Dividend / Share
$0.10
$0.10
$0.10
$0.10
$0.10
·
·
·
·
·
·
·
EPS (TTM)
$3.84
$1.43
$3.40
$5.29
$3.51
$3.50
$1.69
$3.74
$3.43
$3.18
$-3.89
$1.14
Tasas de Crecimiento9
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue YoY
21.4%
-10.5%
-10.3%
26.8%
2.8%
·
·
·
·
·
·
·
Revenue CAGR 3Y
-0.85%
0.59%
5.4%
·
·
·
·
·
·
·
·
·
Revenue CAGR 5Y
4.9%
·
·
·
·
·
·
·
·
·
·
·
EPS YoY
168.5%
-57.9%
-35.7%
50.7%
0.29%
·
·
·
·
·
·
·
EPS CAGR 3Y
-10.1%
-25.9%
-0.96%
·
·
·
·
·
·
·
·
·
EPS CAGR 5Y
1.9%
·
·
·
·
·
·
·
·
·
·
·
Net Income YoY
173.8%
-57.8%
-35.7%
48.2%
0.05%
·
·
·
·
·
·
·
Net Income CAGR 3Y
-9.4%
-26.2%
-1.6%
·
·
·
·
·
·
·
·
·
Net Income CAGR 5Y
2.0%
·
·
·
·
·
·
·
·
·
·
·
Valoración (TTM)17
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue TTM
$1.80B
$1.48B
$1.66B
$1.85B
$1.46B
$1.42B
$789M
$719M
$671M
$484M
$268M
$231M
Net Income TTM
$148M
$54M
$128M
$200M
$135M
$135M
$65M
$147M
$138M
$127M
$-158M
$47M
Market Cap
$7.91B
$4.36B
$4.06B
$3.21B
$3.42B
$3.71B
$2.73B
$1.64B
·
$2.17B
$1.12B
$963M
Enterprise Value
$7.69B
$4.20B
$3.94B
$3.13B
$3.27B
$3.55B
$2.72B
·
·
·
·
$837M
P/E
54.5
80.9
32.0
16.2
25.9
27.7
42.1
11.5
19.7
17.2
-7.3
20.8
P/S
4.4
2.9
2.5
1.7
2.4
2.6
3.5
2.3
·
4.5
4.2
4.2
P/B
5.8
3.6
3.6
3.0
3.9
4.6
4.0
2.7
·
5.5
4.3
2.0
P / Tangible Book
8.4
5.7
5.8
5.4
6.9
8.5
·
·
·
·
·
·
P / Cash Flow
33.9
33.4
19.5
17.5
24.4
18.5
56.4
10.8
·
18.2
10.7
12.7
P / FCF
62.9
59.0
27.5
25.7
31.6
22.5
117.7
12.5
·
19.3
11.1
13.9
EV / EBITDA
33.4
40.0
21.8
10.7
16.0
15.9
33.8
·
·
·
·
13.6
EV / FCF
61.1
56.8
26.6
25.1
30.2
21.6
117.3
·
·
·
·
12.1
EV / Revenue
4.3
2.8
2.4
1.7
2.2
2.5
3.4
·
·
·
·
3.6
Dividend Yield
0.20%
0.35%
0.37%
0.47%
0.45%
·
·
·
·
·
·
·
Earnings Yield
1.8%
1.2%
3.1%
6.2%
3.9%
3.6%
2.4%
8.7%
5.1%
5.8%
-13.8%
4.8%
Payout Ratio
10.5%
28.3%
11.9%
7.6%
11.4%
·
·
·
·
·
·
·
Annual Payout
$16M
$15M
$15M
$15M
$15M
·
·
·
·
·
·
·
Estado de resultados18
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue
$574M
$511M
$489M
$463M
$442M
$405M
$415M
$374M
$365M
$328M
$405M
$410M
$416M
$425M
$491M
$516M
Cost of Revenue
$338M
$310M
$300M
$289M
$278M
$254M
$261M
$240M
$237M
$215M
$262M
$263M
$268M
$270M
$313M
$325M
Gross Profit
$236M
$201M
$189M
$174M
$163M
$150M
$155M
$134M
$128M
$113M
$143M
$147M
$147M
$155M
$178M
$191M
R&D Expense
$65M
$62M
$60M
$59M
$59M
$54M
$56M
$54M
$52M
$50M
$49M
$50M
$51M
$52M
$50M
$50M
SG&A Expense
$69M
$62M
$63M
$60M
$60M
$59M
$58M
$56M
$55M
$55M
$55M
$55M
$56M
$55M
$57M
$57M
Operating Expenses
$141M
$133M
$132M
$125M
$132M
$120M
$121M
$145M
$115M
$112M
$129M
$117M
$117M
$115M
$120M
$114M
Operating Income
$95M
$68M
$57M
$49M
$32M
$31M
$34M
$-11M
$13M
$900.0K
$14M
$30M
$30M
$40M
$58M
$78M
Interest Expense
$3M
$4M
$4M
$4M
$4M
$4M
$5M
$6M
$7M
$7M
$7M
$4M
$3M
$3M
·
·
Interest Income
$8M
$6M
$6M
$7M
$7M
$7M
$7M
$11M
$12M
$13M
$13M
$6M
$4M
$4M
·
·
Other Non-op
$-2M
·
$-2M
$700.0K
$-5M
$-3M
$4M
$-8M
$600.0K
$1M
$-3M
$2M
$982.0K
$-1M
$477.0K
$9M
Pretax Income
$67M
$70M
$57M
$52M
$29M
$30M
$40M
$-14M
$19M
$8M
$16M
$35M
$32M
$39M
$55M
$87M
Income Tax
$12M
$3M
$5M
$6M
$4M
$5M
$-8M
$-400.0K
$3M
$2M
$-22M
$874.0K
$5M
$8M
$10M
$12M
Net Income
$54M
$67M
$52M
$46M
$25M
$25M
$49M
$-15M
$15M
$5M
$38M
$33M
$27M
$31M
$44M
$74M
EPS (Basic)
$1.39
$1.77
$1.39
$1.23
$0.67
$0.66
$1.32
$-0.40
$0.39
$0.14
$1.00
$0.87
$0.72
$0.83
$1.17
$1.98
EPS (Diluted)
$1.28
$1.58
$1.32
$1.20
$0.67
$0.65
$1.30
$-0.40
$0.39
$0.14
$1.00
$0.86
$0.72
$0.82
$1.16
$1.97
Shares (Basic)
38,900,000
37,700,000
·
37,600,000
37,600,000
37,600,000
·
37,500,000
37,500,000
37,400,000
·
37,575,000
37,573,000
37,475,000
·
37,379,000
Shares (Diluted)
42,300,000
42,200,000
·
38,500,000
37,800,000
38,100,000
·
37,500,000
37,800,000
37,700,000
·
37,854,000
37,803,000
37,757,000
·
37,630,000
EBITDA
$95M
$84M
·
$49M
$32M
$47M
·
$-11M
$13M
$18M
·
$30M
$30M
$57M
·
$78M
Balance general25
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Cash & Equivalents
$1.40B
$700M
$791M
$759M
$714M
$723M
$722M
$657M
$986M
$1.02B
·
$986M
$455M
$462M
·
$409M
Receivables
$404M
$377M
$325M
$300M
$304M
$277M
$265M
$259M
$262M
$248M
·
·
·
·
·
·
Inventory
$538M
$459M
$411M
$400M
$398M
$369M
$360M
$378M
$383M
$361M
·
$364M
$392M
$402M
·
$409M
Other Current Assets
$73M
$54M
$46M
$45M
$44M
$46M
$42M
$51M
$46M
$45M
·
$53M
$47M
$55M
·
$56M
Current Assets
$2.41B
$1.59B
$1.57B
$1.50B
$1.46B
$1.41B
$1.39B
$1.35B
$1.68B
$1.67B
·
$1.67B
$1.15B
$1.21B
·
$1.18B
PP&E (Net)
$323M
$304M
$273M
$240M
$218M
$194M
$186M
$182M
$181M
$175M
·
$162M
$159M
$153M
·
$137M
PP&E (Gross)
·
·
$497M
·
·
·
$387M
·
·
$352M
·
$321M
$311M
$295M
·
$263M
Accum. Depreciation
·
·
$224M
·
·
·
$201M
·
·
$176M
·
$159M
$152M
$143M
·
$127M
Goodwill
$300M
$300M
$301M
$301M
$301M
$297M
$296M
$299M
$297M
$281M
$284M
$282M
$283M
$283M
$281M
$279M
Intangibles
$107M
$112M
$118M
$123M
$129M
$134M
$139M
$145M
$152M
$154M
·
$168M
$175M
$183M
·
$196M
Total Assets
$3.43B
$2.59B
$2.55B
$2.44B
$2.38B
$2.30B
$2.26B
$2.19B
$2.54B
$2.52B
·
$2.49B
$1.95B
$2.01B
·
$1.97B
Accounts Payable
$316M
$272M
$224M
$195M
$192M
$157M
$144M
$133M
$158M
$138M
·
$140M
$149M
$186M
·
$220M
Current Liabilities
$636M
$1.00B
$991M
$366M
$357M
$319M
$314M
$292M
$307M
$298M
·
$315M
$303M
$384M
·
$433M
Capital Leases
$97M
$99M
$96M
$98M
$102M
$97M
$89M
$80M
$97M
$100M
·
$90M
$88M
$91M
·
$95M
Deferred Tax
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
$9M
Other Non-current Liabilities
$39M
$42M
$39M
$39M
$37M
$35M
$38M
$42M
$38M
$43M
·
$44M
$44M
$44M
·
$31M
Total Liabilities
$1.95B
$1.19B
$1.18B
$1.12B
$1.12B
$1.07B
$1.06B
$1.03B
$1.38B
$1.38B
·
$1.39B
$825M
$913M
·
$984M
Long-term Debt
$1.26B
$568M
$568M
·
·
·
$565M
$564M
$907M
$911M
·
$920M
$364M
$368M
·
$378M
Total Debt
$1.26B
$568M
·
$567M
$566M
$565M
·
$564M
$907M
$911M
·
$920M
$364M
$368M
·
$378M
Paid-in Capital
$244M
$218M
$231M
$217M
$205M
$193M
$189M
$181M
$170M
$154M
·
$139M
$147M
$139M
·
$128M
Retained Earnings
$1.23B
$1.18B
$1.13B
$1.09B
$1.05B
$1.05B
$1.03B
$982M
$1.00B
$991M
·
$956M
$966M
$942M
·
$876M
AOCI
$700.0K
$3M
$6M
$5M
$9M
$-7M
$-12M
$2M
$-7M
$-2M
·
$5M
$12M
$14M
·
$-15M
Stockholders' Equity
$1.46B
$1.38B
$1.36B
$1.31B
$1.26B
$1.23B
$1.20B
$1.16B
$1.17B
$1.14B
$1.14B
$1.10B
$1.13B
$1.10B
·
$989M
Liabilities + Equity
$3.43B
$2.59B
$2.55B
$2.44B
$2.38B
$2.30B
$2.26B
$2.19B
$2.54B
$2.52B
·
$2.49B
$1.95B
$2.01B
·
$1.97B
Shares Outstanding
40,000,000
38,000,000
37,800,000
37,700,000
37,700,000
37,900,000
37,700,000
37,671,000
37,671,000
37,434,000
37,300,000
37,280,000
37,650,000
37,529,000
37,429,000
37,393,000
Flujo de Efectivo16
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
D&A
$16M
$16M
$15M
$15M
$16M
$16M
$17M
$18M
$17M
$17M
$17M
$17M
$16M
$17M
$16M
$16M
Stock-based Comp
$21M
$18M
$14M
$15M
$14M
$13M
$12M
$12M
$11M
$11M
$8M
$8M
$8M
$7M
$5M
$6M
Deferred Tax
$200.0K
$1M
·
·
·
·
$-21M
$342.0K
$-33.0K
$-9.0K
$-33M
$-210.0K
$-169.0K
$-617.0K
·
·
Amort. of Intangibles
$5M
$5M
$5M
$6M
$6M
$6M
$6M
$7M
$7M
$7M
$7M
$7M
$7M
$7M
$7M
$7M
Restructuring
$300.0K
$2M
$2M
$0
$4M
$600.0K
$331.0K
$28M
$100.0K
$-31.0K
$16M
$5M
$3M
$1M
$6M
$121.0K
Other Non-cash
·
$-108M
·
·
·
$-25M
·
·
·
$-26M
·
·
·
$-24M
·
·
Operating Cash Flow
$85M
$-6M
$80M
$79M
$45M
$29M
$83M
$34M
$7M
$7M
$84M
$73M
$23M
$30M
$71M
$65M
CapEx
$50M
$37M
$38M
$28M
$28M
$14M
$13M
$13M
$15M
$17M
$14M
$13M
$17M
$16M
$19M
$14M
Investing Cash Flow
$-50M
$-38M
$-38M
$-28M
$-28M
$-15M
$-13M
$-13M
$-29M
$-19M
$-14M
$-13M
$-21M
$-16M
$-23M
$-14M
Stock Repurchased
$0
$500.0K
$6M
$0
$23M
$500.0K
$0
$2M
·
·
$0
$40M
·
·
$680.0K
$2M
Net Stock Activity
·
$-500.0K
·
·
·
$-500.0K
·
$-2M
·
·
·
·
·
·
·
·
Dividends Paid
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
Financing Cash Flow
$662M
$-45M
$-9M
$-4M
$-29M
$-13M
$-3M
$-351M
$-9M
$-14M
$-9M
$473M
$-8M
$-11M
$-8M
$-11M
Net Change in Cash
$697M
$-90M
$33M
$45M
$-10M
$900.0K
$65M
$-329M
$-32M
$-27M
$59M
$531M
$-6M
$3M
$50M
$36M
Free Cash Flow
·
$-43M
·
·
·
$15M
·
·
·
$-9M
·
·
·
$14M
·
·
Levered FCF
·
$-47M
·
·
·
$12M
·
·
·
$-15M
·
·
·
·
·
·
Rentabilidad8
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Gross Margin
41.1%
39.3%
·
37.6%
37.0%
37.2%
·
35.8%
35.0%
34.4%
·
35.9%
35.4%
36.5%
·
37.0%
Operating Margin
16.6%
13.4%
·
10.6%
7.2%
7.6%
·
-2.9%
3.5%
0.21%
·
7.3%
7.2%
9.4%
·
15.0%
Net Margin
9.4%
13.1%
·
10.0%
5.7%
6.1%
·
-4.0%
4.1%
1.6%
·
8.0%
6.5%
7.3%
·
14.4%
Pretax Margin
11.6%
13.7%
·
11.3%
6.6%
7.4%
·
-3.9%
5.1%
2.3%
·
8.4%
7.8%
9.3%
·
16.8%
EBITDA Margin
16.6%
16.5%
·
10.6%
7.2%
11.5%
·
-2.9%
3.5%
5.4%
·
7.3%
7.2%
13.3%
·
15.0%
ROA
1.9%
2.7%
·
2.0%
1.0%
1.0%
·
-0.64%
0.67%
0.23%
·
1.5%
1.4%
1.6%
·
3.9%
ROE
4.0%
5.1%
·
3.7%
2.1%
2.1%
·
-1.3%
1.3%
0.47%
·
3.1%
2.6%
3.1%
·
8.1%
ROIC
2.9%
3.4%
·
2.3%
1.5%
1.4%
·
-0.62%
0.52%
0.03%
·
1.5%
1.7%
2.2%
·
4.9%
Liquidez y Solvencia5
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Current Ratio
3.8
1.6
·
4.1
4.1
4.4
·
4.6
5.5
5.6
·
5.3
3.8
3.1
·
2.7
Quick Ratio
2.8
1.1
·
2.9
2.9
3.1
·
3.1
4.1
4.2
·
3.1
1.5
1.2
·
0.9
Debt / Equity
0.9
0.4
·
0.4
0.5
0.5
·
0.5
0.8
0.8
·
0.8
0.3
0.3
·
0.4
LT Debt / Equity
0.8
·
·
0.4
0.5
0.5
·
0.5
0.8
0.8
·
0.8
0.3
0.3
·
0.4
Interest Coverage
28.8
16.7
·
11.7
7.5
7.3
·
-1.7
1.9
0.1
·
·
·
·
·
·
Eficiencia3
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Asset Turnover
0.2
0.2
·
0.2
0.2
0.2
·
0.2
0.2
0.1
·
0.2
0.2
0.2
·
0.3
Inventory Turnover
0.7
0.7
·
0.7
0.7
0.7
·
0.6
0.6
0.6
·
0.7
0.7
0.7
·
0.9
Receivables Turnover
1.6
1.6
·
1.7
1.6
1.5
·
2.2
2.3
2.0
·
·
·
·
·
·
Por Acción6
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Book Value / Share
$36.40
$36.43
·
$34.67
$33.35
$32.46
·
$30.91
$30.93
$30.53
·
$29.53
$29.89
$29.20
·
$26.46
Revenue / Share
$13.57
$12.11
·
$12.03
$11.68
$10.62
·
$9.97
$9.66
$8.69
·
$10.83
$10.99
$11.26
·
$13.72
Cash Flow / Share
·
$-0.14
·
·
·
$0.76
·
·
·
$0.19
·
·
·
$0.79
·
·
Cash / Share
$34.91
$18.41
·
$20.12
$18.93
$19.08
·
$17.45
$26.18
$27.19
·
$26.45
$12.09
$12.30
·
$10.94
Dividend / Share
$0.10
$0.10
$-0.20
$0.10
$0.10
$0.10
$-0.20
$0.10
$0.10
$0.10
$-0.20
$0.10
$0.10
$0.10
$-0.20
$0.10
EPS (TTM)
$5.38
$4.77
·
$3.82
$2.22
$1.94
·
$1.13
$2.39
$2.72
·
$3.56
$4.67
$5.14
·
$5.17
Valoración (TTM)14
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue TTM
$2.04B
$1.91B
·
$1.72B
$1.64B
$1.56B
·
$1.47B
$1.51B
$1.56B
·
$1.74B
$1.85B
$1.87B
·
$1.75B
Net Income TTM
$219M
$190M
·
$145M
$84M
$74M
·
$43M
$90M
$103M
·
$135M
$176M
$194M
·
$196M
Market Cap
$14.91B
$12.26B
·
$6.41B
$5.00B
$3.61B
·
$3.96B
$4.10B
$3.82B
·
$3.84B
$4.20B
$3.68B
·
$2.89B
Enterprise Value
$14.78B
$12.13B
·
$6.22B
$4.85B
$3.45B
·
$3.87B
$4.02B
$3.71B
·
$3.78B
$4.10B
$3.58B
·
$2.86B
P/E
69.3
67.7
·
44.5
59.7
49.1
·
93.1
45.5
37.5
·
29.0
23.9
19.1
·
15.0
P/S
7.3
6.4
·
3.7
3.1
2.3
·
2.7
2.7
2.4
·
2.2
2.3
2.0
·
1.7
P/B
10.2
8.9
·
4.9
4.0
2.9
·
3.4
3.5
3.3
·
3.5
3.7
3.4
·
2.9
P / Tangible Book
14.2
12.6
·
7.3
6.0
4.5
·
5.5
5.7
5.4
·
5.9
6.3
5.8
·
5.6
P / Cash Flow
·
-2043.8
·
·
·
125.0
·
·
·
524.2
·
·
·
123.4
·
·
EV / Revenue
7.3
6.4
·
3.6
3.0
2.2
·
2.6
2.7
2.4
·
2.2
2.2
1.9
·
1.6
Dividend Yield
0.11%
0.13%
·
0.24%
0.31%
0.43%
·
0.39%
0.37%
0.40%
·
0.40%
0.36%
0.41%
·
0.53%
Earnings Yield
1.4%
1.5%
·
2.2%
1.7%
2.0%
·
1.1%
2.2%
2.7%
·
3.5%
4.2%
5.2%
·
6.7%
Payout Ratio
·
5.7%
·
·
·
15.4%
·
·
·
73.0%
·
·
·
12.3%
·
·
Annual Payout
$16M
$16M
·
$15M
$15M
$15M
·
$15M
$15M
$15M
·
$15M
$15M
$15M
·
$15M
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros
Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
16
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Ingresos
$1.80B
$1.48B
$1.66B
$1.85B
$1.46B
Margen Bruto %
37.7%
35.7%
35.8%
36.6%
36.6%
Margen Operativo %
9.3%
2.5%
6.9%
12.6%
10.4%
Beneficio neto
$148M
$54M
$128M
$200M
$135M
EPS Diluido
$3.84
$1.43
$3.40
$5.29
$3.51
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Deuda / Patrimonio
0.4
0.5
0.8
0.4
0.5
Ratio corriente
1.6
4.4
5.1
3.0
3.1
Ratio Rápido
1.1
3.1
4.0
1.2
1.5
Métrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Flujo de caja libre
$126M
$74M
$148M
$125M
$108M
Propietarios institucionales (13F)
721 declarantes
· $15.6B total
· A fecha de 30 de septiembre de 2026
17
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores721
Valor en tenencia$15.6B
Nuevas posiciones177
Posiciones cerradas70
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones
Posiciones cerradas
Aumentado
Disminuido
Cambio neto de acciones
177 (-2 vs trimestre anterior)
70 (+32 vs trimestre anterior)
212 (+47 vs trimestre anterior)
228 (+28 vs trimestre anterior)
+1.6M
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs
Mantenido por 73 ETFs
20
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.