ALGN Align Technology, Inc. - Common Stock
Acerca de Align Technology, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
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Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
Invisalign
Invisalign is a brand of clear aligners manufactured by Align Technology. The clear align system had been used to treat more than 18 million patients by 2017, and 22 million patients by 2026.
Align Technology founder Zia Chishti conceived of the basic design of Invisalign while an adult orthodontics patient. During his treatment with a retainer intended to complete his treatment, he posited that a series of such devices could effect a large final placement in a series of small movements. He partnered with Kelsey Wirth to seek developers.
Invisalign was approved by the Food and Drug Administration in 1998, and sales began in the U.S. in 1999. Orthodontists were resistant to adopting Invisalign at first, in particular because the founders had no orthodontic credentials or expertise, but the product became popular among consumers. The company raised about $140 million in funding over four rounds from 1997 to 2000. In 2000 Align Technology planned a $31 million television advertising campaign that The New York Times said would be "the most aggressive consumer advertising plan the dental profession has ever seen". In 2001, $130 million in additional funding was raised through an initial public offering on NASDAQ. By 2001, 75 percent of the 8,500 orthodontists in North America had been trained on the Invisalign system. That same year, Align Technology made Invisalign available to general dentists following a class-action lawsuit that alleged making the system available only to orthodontists resulted in unfair competition for dentists.
In the early 2000s, Align Technology was spending nearly all of its revenues on marketing and advertising, and losing about $18 million per year. Cofounders Wirth and Chishti resigned from Align Technology in 2001 and 2003 respectively, with Thomas Prescott replacing Chishti as CEO in March 2002. Prescott re-focused the company on North America and cut the marketing budget to about one-third its original size.
The Invisalign system grew from 80,000 patients in 2002 to 175,000 in 2004. It won several awards for stereolithography, medical design and fast growth. Align Technology was profitable for the first time in 2003. In 2005 the company expanded into Japan, and acquired General Orthodontic, an orthodontics firm that supported doctors prescribing the Invisalign system. Later that year, the Harvard School of Dental Medicine began requiring that its orthodontic graduate students complete Invisalign certification before they graduate.
The Invisalign Express 10, which uses 10 aligners, was introduced in 2005. Invisalign 1.5 was released in 2009. It was followed by Invisalign G3 in 2010 and G4 in 2011. Invisalign G3 and G4 were designed for more complex treatments. An Invisalign Express 5 version, which uses 5 aligners, was introduced in 2012. In February 2014, Align Technology released a G5 product designed to treat deep bites.
Support, software engineering, pre-production and administrative functions are done from Align Technology's headquarters in California. The manufacturing of Invisalign aligners is performed in Mexico, and treatment plans are created in Costa Rica. Align Technology also operates separate subsidiaries in Hong Kong and Australia that sell Invisalign in their respective markets. Align Technology provides training and certification to doctors.
In 2007 the Academy of General Dentistry approved Align Technology's Program Approval for Continuing Education (PACE) program. The company also created the AlignTech Institute, which provides educational resources to doctors. In March 2011 Align Technology acquired Cadent System, Inc., a dentist firm, for $190 million.
A major revision to the manufacturing process was started in 2026, a switch from mold-based appliance manufacture to 3D-printing, aimed at reducing the cost and complexity of the manufacturing process through disintermediation.
History
Align Technology was founded in 1997 by Zia Chishti and Kelsey Wirth, classmates at Stanford Graduate School of Business, and began working on the development of a clear aligner. Align received FDA clearance to market the Invisalign system in 1998, and it was first marketed in 2000. Align Technology went public on January 26, 2001, on the Nasdaq Stock Market.
In March 2011 Align acquired the Israeli company Cadent for $190 million; Cadent manufactured intraoral scanners that included 3D imaging, as well as software to display the acquired images and to plan treatment.
Joseph M. Hogan joined Align in June 2015, and is CEO and president.
The company's sales reached $1 billion for the first time in 2016 and its products were being used in about 8% of people who got braces. In 2017 the company was faced with the challenge of the expiration of its patents on its Invisalign system starting in October 2017 and the beginning of generic competition.
In March 2020, Align Technology announced that it has signed a definitive agreement to acquire exocad Global Holdings for approximately $418.7 million.
As of February 2023, Align Technology has assisted over 234,000 doctors and over 14.5 million patients worldwide.
In September 2023, it was announced Align Technology had acquired the Vienna-headquartered 3D printing technology and materials company, Cubicure GmbH.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
ALGN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ALGN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
ALGN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 7 29,2%
- Compra 10 41,7%
- Mantener 6 25,0%
- Venta 1 4,2%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
15 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.64 | $2.66 | -0.02% |
| 31 de marzo de 2026 | $2.58 | $2.33 | 0.25% |
| 31 de diciembre de 2025 | $3.29 | $3.03 | 0.26% |
| 30 de septiembre de 2025 | $2.61 | $2.45 | 0.16% |
| 30 de junio de 2025 | $2.49 | $2.62 | -0.13% |
| 31 de marzo de 2025 | $2.13 | $2.02 | 0.11% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ALGN | $11.14B | 27.6 | 0.90% | 10.2% | 10.3% | 67.2% |
| MDLN | — | -4200.0 | 11.5% | 4.1% | 21.6% | 26.4% |
| SOLV | $13.75B | 8.9 | 0.86% | 18.7% | 35.8% | 53.5% |
| COO | $13.70B | 37.4 | 5.1% | 9.2% | 4.6% | 65.5% |
| LNTH | $4.30B | 19.5 | 0.50% | 15.2% | 20.7% | 61.1% |
| MMED | $3.71B | -10.2 | 14.2% | -10.7% | -9.3% | 54.2% |
| MMSI | $5.24B | 41.4 | 11.8% | 8.5% | 8.4% | 48.7% |
| HAE | $2.45B | 26.4 | -2.0% | 7.3% | 11.8% | 59.0% |
| ICUI | $3.52B | 4755.7 | -6.3% | 0.03% | 0.03% | 36.8% |
| QDEL | $1.99B | -1.8 | -1.9% | -41.4% | -48.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Cost of Revenue | $1.32B | $1.20B | $1.16B | $1.10B | $1.02B | $709M | $663M | $519M | $356M | $265M | $205M | $183M | |
| Gross Profit | $2.71B | $2.80B | $2.71B | $2.63B | $2.94B | $1.76B | $1.74B | $1.45B | $1.12B | $815M | $640M | $578M | |
| R&D Expense | $370M | $364M | $347M | $305M | $250M | $175M | $157M | $129M | $98M | $76M | $61M | $53M | |
| SG&A Expense | $1.76B | $1.76B | $1.70B | $1.67B | $1.71B | $1.20B | $1.07B | $852M | · | · | $390M | $332M | |
| Operating Expenses | $2.17B | $2.19B | $2.06B | $1.99B | $1.96B | $1.38B | $1.20B | $981M | $763M | $566M | $451M | $385M | |
| Operating Income | $546M | $608M | $643M | $643M | $976M | $387M | $542M | $467M | $354M | $249M | $189M | $194M | |
| Interest Income | · | · | · | · | · | · | $12M | $9M | $7M | $4M | · | · | |
| Other Non-op | $23M | $-19M | $-19M | $-49M | $33M | $-11M | $8M | $-8M | $4M | $-11M | $-3M | $-3M | |
| Pretax Income | $585M | $609M | $641M | $599M | $1.01B | $379M | $563M | $467M | $365M | $243M | $186M | $190M | |
| Income Tax | $175M | $188M | $196M | $237M | $240M | $-1.40B | $112M | $58M | $130M | $51M | $42M | $45M | |
| Net Income | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| EPS (Basic) | $5.66 | $5.63 | $5.82 | $4.62 | $9.78 | $22.55 | $5.57 | $5.00 | $2.89 | $2.38 | $1.80 | $1.81 | |
| EPS (Diluted) | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 | $22.41 | $5.53 | $4.92 | $2.83 | $2.33 | $1.77 | $1.77 | |
| Shares (Basic) | 72,542,000 | 74,877,000 | 76,426,000 | 78,190,000 | 78,917,000 | 78,760,000 | 79,424,000 | 80,064,000 | 80,085,000 | 79,856,000 | 79,998,000 | 80,754,000 | |
| Shares (Diluted) | 72,588,000 | 74,993,000 | 76,568,000 | 78,420,000 | 79,670,000 | 79,230,000 | 80,100,000 | 81,357,000 | 81,832,000 | 81,484,000 | 81,521,000 | 82,283,000 | |
| EBITDA | $783M | $753M | $786M | $768M | $1.09B | $481M | $621M | $521M | $391M | $273M | $207M | $211M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.09B | $1.04B | $937M | $942M | $1.10B | $961M | $550M | $637M | $450M | $389M | $168M | $200M | |
| Short-term Investments | · | · | · | · | · | · | $318M | $98M | $272M | $251M | $360M | $255M | |
| Receivables | $1.10B | $996M | $903M | $860M | $897M | $658M | $550M | $439M | $324M | $247M | $159M | $130M | |
| Inventory | $226M | $254M | $297M | $339M | $230M | $139M | $112M | $56M | $32M | $27M | $19M | $16M | |
| Prepaid Expense | $166M | $199M | $274M | $226M | $195M | $92M | $102M | $72M | $81M | $38M | $27M | $20M | |
| Other Current Assets | $47M | $82M | $77M | $17M | $31M | $62M | $24M | $7M | · | · | · | · | |
| Current Assets | $2.62B | $2.49B | $2.45B | $2.42B | $2.49B | $1.85B | $1.63B | $1.30B | $1.16B | $953M | $732M | $657M | |
| PP&E (Net) | $1.13B | $1.27B | $1.29B | $1.23B | $1.08B | $735M | $632M | $521M | $349M | $175M | $136M | $90M | |
| PP&E (Gross) | $1.90B | $1.93B | $1.84B | $1.68B | $1.44B | $1.04B | $861M | $693M | $485M | $311M | $255M | $198M | |
| Accum. Depreciation | $767M | $662M | $551M | $450M | $359M | $301M | $230M | $172M | $136M | $136M | $118M | $108M | |
| Goodwill | $492M | $443M | $420M | $408M | $419M | $445M | $64M | $64M | $65M | $61M | $61M | $61M | |
| Intangibles | $94M | $103M | $82M | $96M | $110M | $130M | $12M | $18M | $24M | $21M | $18M | $21M | |
| Other Non-current Assets | $278M | $234M | $129M | $56M | $58M | $35M | $40M | $27M | $44M | $13M | $8M | $8M | |
| Total Assets | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Accounts Payable | $121M | $109M | $113M | $128M | $164M | $142M | $87M | $64M | $37M | $29M | $34M | $23M | |
| Accrued Liabilities | $537M | $598M | $526M | $454M | $607M | $406M | $320M | $235M | $196M | $134M | $108M | $88M | |
| Current Liabilities | $1.92B | $2.04B | $2.07B | $1.93B | $1.92B | $1.33B | $971M | $692M | $500M | $354M | $272M | $202M | |
| Capital Leases | $83M | $88M | $97M | $100M | $103M | $64M | $43M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $114M | $140M | $173M | $196M | $175M | $100M | $37M | $29M | $16M | $1M | $2M | $3M | |
| Total Liabilities | $2.18B | $2.36B | $2.45B | $2.35B | $2.32B | $1.60B | $1.15B | $800M | $630M | $401M | $311M | $235M | |
| Common Stock | $7.0K | $7.0K | $7.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | |
| Paid-in Capital | $1.51B | $1.36B | $1.16B | $1.04B | $999M | $975M | $907M | $878M | $886M | $865M | $822M | $783M | |
| Retained Earnings | $2.46B | $2.48B | $2.45B | $2.57B | $2.62B | $2.22B | $440M | $378M | $267M | $131M | $27M | $-31M | |
| AOCI | $75M | $6M | $21M | $-10M | $4M | $44M | $-688.0K | $-3M | $571.0K | $-938.0K | $-980.0K | $-140.0K | |
| Stockholders' Equity | $4.05B | $3.85B | $3.63B | $3.60B | $3.62B | $3.23B | $1.35B | $1.25B | $1.15B | $999M | $848M | $753M | |
| Liabilities + Equity | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Shares Outstanding | 71,364,000 | 73,849,000 | 75,075,000 | 77,267,000 | 78,710,000 | 78,860,000 | 78,433,000 | 79,778,000 | 80,040,000 | 79,553,000 | 79,500,000 | 80,205,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $237M | $145M | $142M | $126M | $109M | $94M | $79M | $55M | $38M | $24M | $18M | $18M | |
| Stock-based Comp | $186M | $174M | $154M | $133M | $114M | $98M | $88M | $71M | $59M | $54M | $53M | $40M | |
| Deferred Tax | $33M | $26M | $-19M | $-39M | $15M | $-1.49B | $307.0K | $-16M | $18M | $-16M | $-11M | $4M | |
| Amort. of Intangibles | $19M | $19M | $16M | $16M | $17M | $13M | $6M | $6M | $6M | $3M | · | · | |
| Restructuring | · | $37M | $14M | $10M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-274M | $-28M | $63M | $-13M | $162M | $186M | $137M | $45M | $93M | $-4M | $34M | $-2M | |
| Operating Cash Flow | $593M | $738M | $786M | $569M | $1.17B | $662M | $747M | $555M | $439M | $248M | $238M | $227M | |
| CapEx | $102M | $116M | $178M | $292M | $401M | $155M | $150M | $223M | $196M | $71M | $53M | $24M | |
| Investing Cash Flow | $-112M | $-255M | $-196M | $-213M | $-563M | $-232M | $-350M | $7M | $-251M | $73M | $-166M | $-202M | |
| Stock Issued | $22M | $25M | $27M | $26M | $26M | $20M | $18M | $17M | $14M | $14M | $11M | $18M | |
| Stock Repurchased | $466M | $353M | $592M | $435M | $375M | $0 | $400M | $300M | $104M | $96M | $102M | $98M | |
| Net Stock Activity | $-444M | $-328M | $-566M | $-409M | $-349M | $20M | $-382M | $-283M | $-89M | $-82M | $-90M | $-80M | |
| Financing Cash Flow | $-465M | $-356M | $-598M | $-502M | $-458M | $-31M | $-486M | $-369M | $-136M | $-96M | $-101M | $-66M | |
| Net Change in Cash | $51M | $106M | $-4M | $-158M | $139M | $410M | $-86M | $187M | $57M | $222M | $-32M | $-43M | |
| Taxes Paid | $135M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $491M | $623M | $608M | $277M | $771M | $507M | $598M | $331M | $243M | $177M | $185M | $203M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% | 71.3% | 72.5% | 73.6% | 75.8% | 75.5% | 75.7% | 75.9% | |
| Operating Margin | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% | 15.7% | 22.5% | 23.7% | 24.0% | 23.1% | 22.3% | 25.4% | |
| Net Margin | 10.2% | 10.5% | 11.5% | 9.7% | 19.5% | 71.8% | 18.4% | 20.3% | 15.7% | 17.6% | 17.0% | 19.1% | |
| Pretax Margin | 14.5% | 15.2% | 16.6% | 16.0% | 25.6% | 15.3% | 23.4% | 23.7% | 24.8% | 22.5% | 22.0% | 25.0% | |
| EBITDA Margin | 19.4% | 18.8% | 20.3% | 20.6% | 27.5% | 19.4% | 25.8% | 26.5% | 26.6% | 25.3% | 24.4% | 27.8% | |
| ROA | 6.6% | 6.9% | 7.4% | 6.1% | 14.3% | 48.4% | 19.4% | 20.9% | 14.6% | 14.8% | 13.4% | 16.0% | |
| ROE | 10.3% | 10.8% | 12.0% | 9.9% | 21.6% | 56.7% | 33.4% | 32.7% | 21.5% | 20.6% | 18.0% | 21.0% | |
| ROIC | 9.4% | 10.9% | 12.3% | 10.8% | 20.5% | 56.1% | 32.2% | 32.6% | 19.8% | 19.7% | 17.2% | 19.7% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 | 1.7 | 1.9 | 2.3 | 2.7 | 2.7 | 3.3 | |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 | 1.2 | 1.5 | 1.7 | 2.1 | 2.5 | 2.5 | 2.9 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | 0.6 | 0.7 | 0.7 | 1.1 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Inventory Turnover | 5.5 | 4.4 | 3.6 | 3.9 | 5.5 | 5.6 | 7.9 | 11.9 | 12.1 | 11.4 | 11.6 | 12.3 | |
| Receivables Turnover | 3.8 | 4.2 | 4.4 | 4.3 | 5.1 | 4.1 | 4.9 | 5.2 | 5.2 | 5.3 | 5.9 | 6.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.90% | 3.5% | 3.4% | -5.5% | 59.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.6% | 0.39% | 16.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.53% | -3.3% | 26.0% | -52.4% | -56.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.0% | -16.6% | -36.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -24.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.6% | -5.3% | 23.1% | -53.2% | -56.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.3% | -18.3% | -37.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Net Income TTM | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| Market Cap | $11.14B | $15.40B | $20.57B | $16.30B | $51.73B | $42.14B | $21.89B | $16.71B | $17.78B | $7.65B | $5.24B | $4.48B | |
| P/E | 27.6 | 37.1 | 47.2 | 45.7 | 67.8 | 23.8 | 50.5 | 42.6 | 78.5 | 41.3 | 37.2 | 31.6 | |
| P/S | 2.8 | 3.9 | 5.3 | 4.4 | 13.1 | 17.0 | 9.1 | 8.5 | 12.1 | 7.1 | 6.2 | 5.9 | |
| P/B | 2.8 | 4.0 | 5.7 | 4.5 | 14.3 | 13.0 | 16.3 | 13.3 | 15.5 | 7.7 | 6.2 | 6.0 | |
| P / Tangible Book | 3.2 | 4.7 | 6.6 | 5.3 | 16.7 | 15.8 | · | · | · | · | · | · | |
| P / Cash Flow | 18.8 | 20.9 | 26.2 | 28.7 | 44.1 | 63.6 | 29.3 | 30.1 | 40.6 | 30.9 | 22.0 | 19.8 | |
| P / FCF | 22.7 | 24.7 | 33.8 | 58.9 | 67.1 | 83.1 | 36.6 | 50.4 | 73.2 | 43.2 | 28.4 | 22.1 | |
| Earnings Yield | 3.6% | 2.7% | 2.1% | 2.2% | 1.5% | 4.2% | 2.0% | 2.4% | 1.3% | 2.4% | 2.7% | 3.2% |
Estado de resultados 16
| 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 | $1.06B | $1.04B | $1.05B | $996M | $1.01B | $979M | $995M | $978M | $1.03B | $997M | $957M | $960M | $1.00B | $943M | $902M | $890M | |
| Cost of Revenue | $299M | $304M | $364M | $356M | $304M | $299M | $298M | $296M | $306M | $300M | $287M | $297M | $289M | $282M | $284M | $271M | |
| Gross Profit | $757M | $737M | $684M | $639M | $708M | $680M | $697M | $682M | $723M | $698M | $670M | $663M | $714M | $661M | $618M | $619M | |
| R&D Expense | $102M | $99M | $83M | $93M | $96M | $97M | $95M | $85M | $92M | $92M | $82M | $89M | $88M | $87M | $84M | $77M | |
| SG&A Expense | $463M | $465M | $442M | $418M | $449M | $448M | $425M | $434M | $452M | $452M | $403M | $408M | $453M | $440M | $410M | $399M | |
| Operating Expenses | $603M | $595M | $528M | $543M | $545M | $549M | $553M | $519M | $576M | $544M | $498M | $497M | $542M | $527M | $505M | $476M | |
| Operating Income | $154M | $142M | $155M | $96M | $163M | $131M | $144M | $162M | $147M | $154M | $172M | $166M | $172M | $134M | $113M | $144M | |
| Other Non-op | $-10M | $3M | $17M | $-5M | $8M | $4M | $-12M | $-371.0K | $-6M | $-141.0K | $-4M | $-10M | $-5M | $-1M | $-100.0K | $-23M | |
| Pretax Income | $149M | $149M | $177M | $95M | $174M | $140M | $141M | $166M | $144M | $158M | $173M | $162M | $172M | $135M | $115M | $123M | |
| Income Tax | $40M | $36M | $41M | $38M | $49M | $47M | $37M | $50M | $47M | $53M | $49M | $41M | $60M | $47M | $74M | $50M | |
| Net Income | $108M | $113M | $136M | $57M | $125M | $93M | $104M | $116M | $97M | $105M | $124M | $121M | $112M | $88M | $42M | $73M | |
| EPS (Basic) | $1.51 | $1.58 | $1.89 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.40 | $1.63 | $1.59 | $1.46 | $1.14 | $0.54 | $0.93 | |
| EPS (Diluted) | $1.51 | $1.57 | $1.88 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.39 | $1.63 | $1.58 | $1.46 | $1.14 | $0.54 | $0.93 | |
| Shares (Basic) | 71,495,000 | 71,425,000 | -145,962,000 | 72,377,000 | 72,565,000 | 73,562,000 | -150,218,000 | 74,736,000 | 75,184,000 | 75,175,000 | -153,588,000 | 76,569,000 | 76,524,000 | 76,921,000 | -157,040,000 | 78,093,000 | |
| Shares (Diluted) | 71,520,000 | 71,614,000 | -146,039,000 | 72,419,000 | 72,593,000 | 73,615,000 | -150,309,000 | 74,757,000 | 75,223,000 | 75,322,000 | -154,058,000 | 76,826,000 | 76,689,000 | 77,111,000 | -157,555,000 | 78,237,000 | |
| EBITDA | $194M | $199M | · | $152M | $204M | $170M | · | $200M | $183M | $187M | · | $203M | $208M | $169M | · | $176M |
Balance general 26
| 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 | $1.10B | $1.06B | $1.09B | $1.00B | $901M | $873M | $1.04B | $1.04B | $761M | $866M | · | $1.24B | $952M | $832M | · | $1.04B | |
| Receivables | $1.15B | $1.13B | $1.10B | $1.10B | $1.12B | $1.06B | $996M | $1.01B | $1.02B | $951M | · | $904M | $908M | $884M | · | $860M | |
| Inventory | $212M | $215M | $226M | $228M | $244M | $247M | $254M | $254M | $259M | $280M | · | $296M | $313M | $312M | · | $321M | |
| Prepaid Expense | $200M | $216M | $166M | $174M | $187M | $220M | $199M | $291M | $351M | $350M | · | $218M | $237M | $252M | · | $229M | |
| Other Current Assets | $52M | $57M | $47M | $57M | $57M | $83M | $82M | $69M | $71M | $70M | · | $34M | $23M | $23M | · | $47M | |
| Current Assets | $2.66B | $2.66B | $2.62B | $2.53B | $2.45B | $2.40B | $2.49B | $2.60B | $2.41B | $2.48B | · | $2.70B | $2.47B | $2.33B | · | $2.50B | |
| PP&E (Net) | $1.11B | $1.11B | $1.13B | $1.18B | $1.26B | $1.26B | $1.27B | $1.29B | $1.28B | $1.28B | · | $1.27B | $1.28B | $1.26B | · | $1.20B | |
| PP&E (Gross) | · | · | $1.90B | · | · | · | $1.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $767M | · | · | · | $662M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $497M | $503M | $492M | $492M | $491M | $458M | $443M | $472M | $454M | $458M | $420M | $404M | $415M | $414M | $408M | $378M | |
| Intangibles | $95M | $101M | $94M | $99M | $103M | $103M | $103M | $116M | $116M | $121M | · | $83M | $89M | $93M | · | $92M | |
| Other Non-current Assets | $453M | $365M | $278M | $254M | $251M | $239M | $234M | $200M | $198M | $122M | · | $132M | $138M | $54M | · | $52M | |
| Total Assets | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Accounts Payable | $110M | $124M | $121M | $126M | $114M | $125M | $109M | $109M | $106M | $117M | · | $100M | $110M | $131M | · | $139M | |
| Accrued Liabilities | $612M | $547M | $537M | $546M | $563M | $546M | $598M | $575M | $555M | $497M | · | $614M | $600M | $497M | · | $384M | |
| Current Liabilities | $1.91B | $1.91B | $1.92B | $1.97B | $2.00B | $1.99B | $2.04B | $2.06B | $2.04B | $2.02B | · | $2.12B | $2.11B | $2.00B | · | $1.81B | |
| Capital Leases | $87M | $83M | $83M | $87M | $90M | $86M | $88M | $96M | $98M | $95M | · | $99M | $105M | $99M | · | $97M | |
| Other Non-current Liabilities | $120M | $108M | $114M | $112M | $117M | $131M | $140M | $150M | $158M | $156M | · | $179M | $181M | $191M | · | $185M | |
| Total Liabilities | $2.19B | $2.16B | $2.18B | $2.28B | $2.31B | $2.31B | $2.36B | $2.42B | $2.40B | $2.40B | · | $2.52B | $2.51B | $2.42B | · | $2.22B | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $8.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.57B | $1.53B | $1.51B | $1.48B | $1.43B | $1.39B | $1.36B | $1.34B | $1.28B | $1.24B | · | $1.19B | $1.14B | $1.10B | · | $1.06B | |
| Retained Earnings | $2.60B | $2.55B | $2.46B | $2.42B | $2.43B | $2.39B | $2.48B | $2.57B | $2.46B | $2.50B | · | $2.61B | $2.49B | $2.37B | · | $2.67B | |
| AOCI | $67M | $70M | $75M | $65M | $61M | $18M | $6M | $36M | $25M | $18M | · | $2M | $11M | $2M | · | $-41M | |
| Stockholders' Equity | $4.23B | $4.15B | $4.05B | $3.96B | $3.91B | $3.79B | $3.85B | $3.94B | $3.76B | $3.76B | $3.63B | $3.80B | $3.64B | $3.48B | $3.60B | $3.69B | |
| Liabilities + Equity | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Shares Outstanding | 71,245,000 | 71,617,000 | 71,364,000 | 72,040,000 | 72,486,000 | 73,057,000 | 73,849,000 | 74,757,000 | 74,696,000 | 75,281,000 | · | 76,588,000 | 76,532,000 | 76,516,000 | · | 78,111,000 |
Flujo de Efectivo 15
| 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 | $40M | $57M | $102M | $56M | $41M | $39M | $38M | $38M | $36M | $33M | $34M | $37M | $36M | $36M | $34M | $32M | |
| Stock-based Comp | $46M | $41M | $44M | $48M | $48M | $45M | $39M | $49M | $47M | $39M | $39M | $40M | $38M | $38M | $35M | $33M | |
| Deferred Tax | $-9M | $41M | $42M | $-9M | $-34M | $34M | $8M | $8M | $-9M | $18M | $4M | $14M | $-18M | $-18M | $-46M | $-8M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Restructuring | · | · | · | $32M | $-100.0K | $2M | $37M | $0 | $-357.0K | $14M | $14M | · | $100.0K | $10M | $10M | · | |
| Other Non-cash | · | $-100M | · | · | · | $-158M | · | · | · | $-166M | · | · | · | $57M | · | · | |
| Operating Cash Flow | $193M | $151M | $223M | $189M | $129M | $53M | $286M | $264M | $160M | $29M | $47M | $287M | $252M | $200M | $145M | $266M | |
| CapEx | $36M | $31M | $36M | $20M | $21M | $25M | $23M | $30M | $53M | $9M | $33M | $22M | $59M | $64M | $53M | $75M | |
| Investing Cash Flow | $-82M | $-132M | $-36M | $-20M | $-31M | $-25M | $-54M | $-9M | $-112M | $-80M | $-13M | $-4M | $-125M | $-53M | $-56M | $-85M | |
| Stock Issued | $0 | $12M | $0 | $8M | $0 | $14M | $0 | $11M | $0 | $14M | $0 | $12M | $0 | $14M | $0 | $11M | |
| Stock Repurchased | $67M | $31M | $97M | $72M | $96M | $201M | $203M | $0 | $150M | $0 | $300M | $0 | $0 | $292M | $160M | $0 | |
| Net Stock Activity | · | $-19M | · | · | · | $-187M | · | · | · | $14M | · | · | · | $-278M | · | · | |
| Financing Cash Flow | $-67M | $-48M | $-97M | $-64M | $-96M | $-207M | $-203M | $11M | $-152M | $-12M | $-350M | $12M | $-931.0K | $-259M | $-200M | $11M | |
| Net Change in Cash | $43M | $-35M | $90M | $103M | $28M | $-171M | $2M | $281M | $-104M | $-72M | $-301M | $287M | $120M | $-110M | $-102M | $167M | |
| Free Cash Flow | · | $120M | · | · | · | $27M | · | · | · | $19M | · | · | · | $136M | · | · |
Rentabilidad 8
| 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 | 71.7% | 70.8% | · | 64.2% | 69.9% | 69.5% | · | 69.7% | 70.3% | 70.0% | · | 69.1% | 71.2% | 70.0% | · | 69.5% | |
| Operating Margin | 14.6% | 13.7% | · | 9.7% | 16.1% | 13.4% | · | 16.6% | 14.3% | 15.4% | · | 17.3% | 17.2% | 14.2% | · | 16.1% | |
| Net Margin | 10.2% | 10.8% | · | 5.7% | 12.3% | 9.5% | · | 11.9% | 9.4% | 10.5% | · | 12.7% | 11.2% | 9.3% | · | 8.2% | |
| Pretax Margin | 14.1% | 14.3% | · | 9.5% | 17.1% | 14.3% | · | 17.0% | 14.0% | 15.9% | · | 16.9% | 17.1% | 14.3% | · | 13.8% | |
| EBITDA Margin | 18.4% | 19.1% | · | 15.3% | 20.1% | 17.4% | · | 20.5% | 17.8% | 18.8% | · | 21.2% | 20.7% | 17.9% | · | 19.8% | |
| ROA | 1.7% | 1.8% | · | 0.90% | 2.0% | 1.5% | · | 1.8% | 1.6% | 1.7% | · | 2.0% | 1.9% | 1.5% | · | 1.3% | |
| ROE | 2.7% | 2.8% | · | 1.4% | 3.2% | 2.5% | · | 3.0% | 2.6% | 2.9% | · | 3.2% | 3.1% | 2.5% | · | 2.0% | |
| ROIC | 2.6% | 2.6% | · | 1.5% | 3.0% | 2.3% | · | 2.9% | 2.6% | 2.7% | · | 3.3% | 3.1% | 2.5% | · | 2.3% |
Liquidez y Solvencia 2
| 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 | 1.4 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.4 | |
| Quick Ratio | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | 0.9 | 0.9 | · | 1.1 |
Eficiencia 3
| 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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.3 | · | 1.5 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | |
| Receivables Turnover | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 |
Valoración (TTM) 10
| 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 | $4.10B | $4.03B | · | $3.97B | $4.00B | $3.98B | · | $3.96B | $3.99B | $3.90B | · | $3.80B | $3.81B | $3.78B | · | $3.85B | |
| Net Income TTM | $402M | $387M | · | $391M | $430M | $411M | · | $439M | $435M | $426M | · | $394M | $385M | $408M | · | $501M | |
| Market Cap | $12.02B | $12.28B | · | $9.02B | $13.72B | $11.61B | · | $19.01B | $18.03B | $24.69B | · | $23.38B | $27.06B | $25.57B | · | $16.18B | |
| P/E | 30.2 | 32.1 | · | 23.5 | 32.5 | 28.9 | · | 43.8 | 42.3 | 58.9 | · | 59.7 | 71.2 | 64.1 | · | 32.6 | |
| P/S | 2.9 | 3.0 | · | 2.3 | 3.4 | 2.9 | · | 4.8 | 4.5 | 6.3 | · | 6.2 | 7.1 | 6.8 | · | 4.2 | |
| P/B | 2.8 | 3.0 | · | 2.3 | 3.5 | 3.1 | · | 4.8 | 4.8 | 6.6 | · | 6.2 | 7.4 | 7.3 | · | 4.4 | |
| P / Tangible Book | 3.3 | 3.5 | · | 2.7 | 4.1 | 3.6 | · | 5.7 | 5.7 | 7.8 | · | 7.1 | 8.6 | 8.6 | · | 5.0 | |
| P / Cash Flow | · | 81.3 | · | · | · | 220.3 | · | · | · | 861.2 | · | · | · | 127.9 | · | · | |
| P / FCF | · | 102.1 | · | · | · | 423.8 | · | · | · | 1279.4 | · | · | · | 188.3 | · | · | |
| Earnings Yield | 3.3% | 3.1% | · | 4.2% | 3.1% | 3.5% | · | 2.3% | 2.4% | 1.7% | · | 1.7% | 1.4% | 1.6% | · | 3.1% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B |
| Margen Bruto % | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% |
| Margen Operativo % | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% |
| Beneficio neto | $410M | $421M | $445M | $362M | $772M |
| EPS Diluido | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 |
| Ratio Rápido | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $491M | $623M | $608M | $277M | $771M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 761 declarantes · $8.6B total · A fecha de 30 de junio de 2026
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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 78 (-58 vs trimestre anterior) | 79 (-2 vs trimestre anterior) | 212 (-32 vs trimestre anterior) | 274 (+43 vs trimestre anterior) | +8.0M |
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.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $742 325 451 | 4 401 313 | 8,60% | Acciones |
| Capital International Investors | $682 324 318 | 4 045 561 | 7,91% | Acciones |
| Capital World Investors | $577 219 454 | 3 422 385 | 6,69% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $528 203 316 | 3 131 764 | 6,12% | Acciones |
| FMR LLC | $507 171 414 | 3 007 064 | 5,88% | Acciones |
| STATE STREET CORP | $431 518 634 | 2 558 512 | 5,00% | Acciones |
| Ninety One UK Ltd | $372 703 280 | 2 209 791 | 4,32% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $341 313 135 | 2 026 888 | 3,96% | Acciones |
| GOLDMAN SACHS GROUP INC | $277 319 312 | 1 644 251 | 3,21% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $216 602 941 | 1 284 258 | 2,51% | Acciones |
| Ruane, Cunniff & Goldfarb L.P. | $197 577 600 | 1 171 455 | 2,29% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $180 736 225 | 1 071 601 | 2,09% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $180 291 468 | 1 068 964 | 2,09% | Acciones |
| NORGES BANK | $152 573 715 | 904 623 | 1,77% | Acciones |
| DISCIPLINED GROWTH INVESTORS INC /MN | $132 090 801 | 783 178 | 1,53% | Acciones |
| Senvest Management, LLC | $125 709 888 | 745 345 | 1,46% | Acciones |
| Swedbank AB | $111 012 012 | 658 200 | 1,29% | Acciones |
| Assenagon Asset Management S.A. | $106 450 265 | 631 153 | 1,23% | Acciones |
| BARCLAYS PLC | $96 557 344 | 572 497 | 1,12% | Acciones |
| Bares Capital Management, Inc. | $76 349 389 | 609 722 | 0,88% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $76 310 048 | 452 449 | 0,88% | Acciones |
| DAVENPORT & Co LLC | $64 891 092 | 384 745 | 0,75% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $63 304 170 | 375 336 | 0,73% | Acciones |
| JENNISON ASSOCIATES LLC | $59 641 380 | 353 619 | 0,69% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $59 357 000 | 351 934 | 0,69% | Acciones |
| Carmignac Gestion | $53 495 676 | 316 832 | 0,62% | Acciones |
| Resona Asset Management Co.,Ltd. | $49 583 874 | 291 177 | 0,57% | Acciones |
| KEYBANK NATIONAL ASSOCIATION/OH | $47 572 414 | 282 061 | 0,55% | Acciones |
| CITADEL ADVISORS LLC | $47 290 577 | 280 390 | 0,55% | Acciones |
| Nearwater Capital Markets, Ltd | $45 200 880 | 268 000 | 0,52% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $44 553 900 | 264 164 | 0,52% | Acciones |
| ING GROEP NV | $39 329 657 | 233 189 | 0,46% | Acciones |
| NOMURA HOLDINGS INC | $38 158 482 | 226 245 | 0,44% | Acciones |
| Woodline Partners LP | $38 112 269 | 225 971 | 0,44% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $36 031 329 | 210 181 | 0,42% | Acciones |
| FACTORY MUTUAL INSURANCE CO | $35 574 273 | 210 923 | 0,41% | Acciones |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $32 761 024 | 194 243 | 0,38% | Acciones |
| Gotham Asset Management, LLC | $31 363 002 | 185 954 | 0,36% | Acciones |
| ARMISTICE CAPITAL, LLC | $30 407 037 | 180 286 | 0,35% | Acciones |
| Allianz Asset Management GmbH | $28 912 541 | 171 425 | 0,34% | Acciones |
| D. E. Shaw & Co., Inc. | $28 865 147 | 171 144 | 0,33% | Acciones |
| Ninety One North America, Inc. | $28 008 189 | 166 063 | 0,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $27 510 976 | 163 115 | 0,32% | Acciones |
| BlackRock, Inc. | $27 337 087 | 162 084 | 0,32% | Acciones |
| Quantinno Capital Management LP | $27 329 164 | 162 037 | 0,32% | Acciones |
| Marathon Asset Management Ltd | $26 471 781 | 156 954 | 0,31% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $24 467 169 | 145 068 | 0,28% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $23 836 043 | 141 326 | 0,28% | Acciones |
| Vanguard Global Advisers, LLC | $23 785 614 | 141 027 | 0,28% | Acciones |
| OFI INVEST ASSET MANAGEMENT | $23 739 563 | 160 924 | 0,28% | Acciones |
| Bellevue Group AG | $23 558 429 | 139 680 | 0,27% | Acciones |
| Artisan Partners Limited Partnership | $23 499 904 | 139 333 | 0,27% | Acciones |
| Swiss National Bank | $23 022 090 | 136 500 | 0,27% | Acciones |
| VANGUARD GROUP INC | $22 911 421 | 146 727 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $21 840 522 | 129 495 | 0,25% | Acciones |
| Baird Financial Group, Inc. | $21 646 162 | 128 342 | 0,25% | Acciones |
| Caisse de depot et placement du Quebec | $21 621 706 | 128 197 | 0,25% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $21 579 467 | 127 586 | 0,25% | Acciones |
| CITADEL ADVISORS LLC | $21 369 222 | 126 700 | 0,25% | Opción de venta |
| COUNTRY TRUST BANK | $21 198 538 | 125 688 | 0,25% | Acciones |
| CIBC WORLD MARKETS CORP | $20 921 914 | 133 986 | 0,24% | Acciones |
| California Public Employees Retirement System | $20 264 330 | 120 149 | 0,23% | Acciones |
| ALGERT GLOBAL LLC | $19 808 442 | 117 446 | 0,23% | Acciones |
| Driehaus Capital Management LLC | $19 438 908 | 115 255 | 0,23% | Acciones |
| Engineers Gate Manager LP | $19 054 026 | 112 973 | 0,22% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $18 372 640 | 108 933 | 0,21% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $18 321 474 | 108 632 | 0,21% | Acciones |
| Vident Advisory, LLC | $18 313 609 | 108 583 | 0,21% | Acciones |
| CAPITAL INTERNATIONAL SARL | $18 190 824 | 107 855 | 0,21% | Acciones |
| CWM, LLC | $17 742 314 | 103 496 | 0,21% | Acciones |
| MACQUARIE GROUP LTD | $17 312 949 | 102 650 | 0,20% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $15 744 242 | 93 349 | 0,18% | Acciones |
| CITADEL ADVISORS LLC | $14 825 214 | 87 900 | 0,17% | Opción de compra |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14 364 098 | 85 166 | 0,17% | Acciones |
| WOLVERINE TRADING, LLC | $14 153 440 | 112 000 | 0,16% | Opción de venta |
| Bridgewater Associates, LP | $13 897 584 | 82 400 | 0,16% | Acciones |
| INVESTMENT HOUSE LLC | $13 628 065 | 80 802 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 593 199 | 79 293 | 0,16% | Acciones |
| Distillate Capital Partners LLC | $13 418 084 | 79 557 | 0,16% | Acciones |
| UBS Group AG | $13 294 625 | 78 825 | 0,15% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $13 007 228 | 77 121 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $12 769 417 | 75 711 | 0,15% | Acciones |
| JANE STREET GROUP, LLC | $11 553 210 | 68 500 | 0,13% | Opción de venta |
| Simplify Asset Management Inc. | $11 274 415 | 66 847 | 0,13% | Acciones |
| Burgundy Asset Management Ltd. | $11 161 605 | 78 625 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 118 911 | 65 925 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 975 044 | 65 072 | 0,13% | Acciones |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $10 830 337 | 64 214 | 0,13% | Acciones |
| CAMBIAR INVESTORS LLC | $10 799 637 | 64 032 | 0,13% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $10 755 111 | 63 768 | 0,12% | Acciones |
| Rhenman & Partners Asset Management AB | $10 625 580 | 63 000 | 0,12% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 594 378 | 62 815 | 0,12% | Acciones |
| FIRST TRUST ADVISORS LP | $10 397 932 | 61 651 | 0,12% | Acciones |
| WOLVERINE TRADING, LLC | $10 374 977 | 82 100 | 0,12% | Opción de compra |
| OSSIAM | $10 309 511 | 61 126 | 0,12% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 970 168 | 59 114 | 0,12% | Acciones |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $9 773 004 | 57 945 | 0,11% | Acciones |
| Applied Fundamental Research, LLC | $9 765 920 | 57 903 | 0,11% | Acciones |
| CAPITAL INTERNATIONAL LTD /CA/ | $9 385 760 | 55 649 | 0,11% | Acciones |
| Capital International, Inc./CA/ | $9 360 967 | 55 502 | 0,11% | Acciones |
Informantes de la empresa 63 insiders · 22 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph M Hogan | President and CEO | 20 de febrero de 2026 M | 209 270 | 0 | 0 | $0 |
| John Morici | EVP, CHIEF FINANCIAL OFFICER | 20 de febrero de 2026 M | 13 536 | 0 | 1 | $-1 508 611 |
| Kenneth Arola | VP, Finance and CFO | 20 de febrero de 2013 C | 31 682 | 0 | 0 | $0 |
| Julie Ann Coletti | EVP, CHIEF LEGAL & REGULATORY | 20 de febrero de 2026 M | 11 445 | 0 | 0 | $0 |
| Stuart A Hockridge | EVP, GLOBAL HR | 20 de febrero de 2026 M | 14 892 | 0 | 0 | $0 |
| Emory Wright | EVP, Global Operations | 20 de febrero de 2023 A | 6 516 | 0 | 0 | $0 |
| Jennifer Olson | SVP & Mng Dir Cust Service | 6 de noviembre de 2020 G | 2 277 | 0 | 0 | $0 |
| Yuval Shaked | SVP & Mng Dir. Itero | 4 de noviembre de 2020 S | 636 | 0 | 0 | $0 |
| Zelko Relic | SVp, R&D and CTO | 4 de noviembre de 2020 S | 13 716 | 0 | 0 | $0 |
| Markus Christof Sebstian | SVP & Mng Dir EMEA | 20 de octubre de 2020 M | 613 | 0 | 0 | $0 |
| Simon Beard | SVP and Mgng Director, EMEA | 27 de agosto de 2020 S | 17 670 | 0 | 0 | $0 |
| Vamsi Mohan Raj Pudipeddi | SVP, Chief Marketing Officer | 18 de mayo de 2020 S | 0 | 0 | 0 | $0 |
| Sreelakshmi Kolli | SVP & Mng Dir Info Tech | 20 de febrero de 2020 M | 13 409 | 0 | 0 | $0 |
| Julie Tay | SVP & Mng Dir. Asia Pacific | 8 de mayo de 2019 S | 17 746 | 0 | 0 | $0 |
| Raphael Pascaud | CMO & Bus. Dev | 20 de febrero de 2019 A | 39 092 | 0 | 0 | $0 |
| Christopher C. Puco | VP, No. American Sales | 30 de noviembre de 2018 S | 0 | 0 | 0 | $0 |
| Timothy A Mack | VP, Bus Dev | 20 de febrero de 2016 M | 0 | 0 | 0 | $0 |
| Jennifer Erfurth | VP, Global HR | 20 de febrero de 2016 A | 10 760 | 0 | 0 | $0 |
| John Patrick Graham | VP, Mktg & CMO | 20 de febrero de 2015 A | 1 139 | 0 | 0 | $0 |
| Richard M.L. Twomey | VP International | 30 de octubre de 2013 M | 4 272 | 0 | 0 | $0 |
| Dana Cambra | VP, R&D | 20 de febrero de 2012 A | 10 845 | 0 | 0 | $0 |
| Sheila K Tan | VP, Marketing & CMO | 20 de febrero de 2011 C | 17 940 | 0 | 0 | $0 |
| Anne Myong | Consejero | 20 de mayo de 2026 A | 9 830 | 0 | 0 | $0 |
| Mojdeh Poul | Consejero | 20 de mayo de 2026 A | 3 553 | 0 | 0 | $0 |
| Kevin J Dallas | Consejero | 20 de mayo de 2026 A | 16 168 | 0 | 0 | $0 |
| Britt J. Vitalone | Consejero | 20 de mayo de 2026 A | 1 443 | 0 | 0 | $0 |
| Andrea Lynn Saia | Consejero | 20 de mayo de 2026 A | 17 318 | 0 | 0 | $0 |
| Kevin T Conroy | Consejero | 20 de mayo de 2026 A | 3 553 | 0 | 0 | $0 |
| Susan E Siegel | Consejero | 20 de mayo de 2026 A | 10 723 | 0 | 0 | $0 |
| Joseph Lacob | Consejero | 20 de mayo de 2026 A | 135 916 | 0 | 0 | $0 |
| MORROW GEORGE J | Consejero | 20 de mayo de 2026 M | 5 036 | 0 | 0 | $0 |
| Raymond C Larkin JR | Consejero | 20 de mayo de 2026 A | 27 454 | 0 | 0 | $0 |
| Warren S Thaler | Consejero | 17 de mayo de 2023 M | 31 780 | 0 | 0 | $0 |
| Greg J Santora | Consejero | 17 de mayo de 2023 M | 11 987 | 0 | 0 | $0 |
| Thomas M Prescott | Consejero | 19 de mayo de 2021 M | 54 129 | 0 | 0 | $0 |
| David E Collins | Consejero | 15 de mayo de 2014 C | 25 900 | 0 | 0 | $0 |
| Brian H Dovey | Consejero | 19 de mayo de 2004 A | 0 | 0 | 0 | $0 |
| DANAHER CORP /DE/ | Propietario del 10% | 13 de noviembre de 2013 S | 3 837 132 | 0 | 0 | $0 |
| KLEINER PERKINS CAUFIELD & BYERS VIII LP | Propietario del 10% | 10 de noviembre de 2004 J | 1 492 421 | 0 | 0 | $0 |
| Roger E George | — | 14 de mayo de 2019 S | 11 773 | 0 | 0 | $0 |
| David L White | — | 18 de noviembre de 2016 G | 5 913 | 0 | 0 | $0 |
| David C Nagel | — | 13 de mayo de 2016 M | 30 200 | 0 | 0 | $0 |
| Len Hedge | — | 20 de febrero de 2013 C | 55 861 | 0 | 0 | $0 |
| Dan Scott Ellis | — | 19 de noviembre de 2012 M | 3 552 | 0 | 0 | $0 |
| Gil Laks | — | 24 de febrero de 2010 C | 9 773 | 0 | 0 | $0 |
| Sonia Clark | — | 25 de septiembre de 2008 C | 1 806 | 0 | 0 | $0 |
| Darrell Zoromski | — | 20 de agosto de 2008 C | 1 647 | 0 | 0 | $0 |
| Kent H Bowen | — | 15 de mayo de 2008 C | 84 500 | 0 | 0 | $0 |
| Hossein Arjomand | — | 26 de noviembre de 2007 C | 617 | 0 | 0 | $0 |
| Eldon M Bullington | — | 26 de noviembre de 2007 C | 4 967 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Danaher Corporation ×3 presentaciones | 14 de noviembre de 2013 | — | Presentación inicial | Inversión pasiva | SEC |
| 1. Danaher Corporation | 22 de febrero de 2011 | — | Presentación inicial | Inversión pasiva | 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.
Propiedad de ETFs Mantenido por 125 ETFs
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.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,51% | 8 765 NS | 30 de abril de 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,54% | 69 598 SH | 8 de agosto de 2026 | Diario |
| PRNT · ARK ETF Trust | 1,54% | 5 264 NS | 30 de abril de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 1,15% | 184 164 NS | 31 de mayo de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,97% | 1 896 NS | 31 de mayo de 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,94% | 3 983 NS | 31 de mayo de 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,89% | 44 152 NS | 30 de abril de 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,88% | 47 810 SH | 8 de agosto de 2026 | Diario |
| FMED · Fidelity Covington Trust | 0,80% | 1 863 NS | 31 de mayo de 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3 836 NS | 31 de mayo de 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0,69% | 437 NS | 30 de abril de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,64% | 555 NS | 30 de abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,61% | 1 118 NS | 31 de mayo de 2026 | N-PORT |
| TOLL · Tema ETF Trust | 0,53% | 1 490 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,51% | 4 715 NS | 31 de mayo de 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,49% | 641 SH | 8 de agosto de 2026 | Diario |
| HIBL · Direxion Shares ETF Trust | 0,41% | 1 857 NS | 30 de abril de 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,33% | 2 284 NS | 31 de mayo de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,31% | 11 052 NS | 30 de abril de 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 0,28% | 9 165 NS | 31 de mayo de 2026 | N-PORT |
| ITAN · EA Series Trust | 0,27% | 1 357 NS | 29 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 28 776 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 3 013 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 990 688 SH | 8 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 180 299 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,21% | 8 553 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,21% | 160 183 NS | 30 de abril de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,19% | 31 438 NS | 30 de abril de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1 088 545 SH | 8 de agosto de 2026 | Diario |
| IYH · iShares Trust | 0,18% | 40 050 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,18% | 3 096 SH | 8 de agosto de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,17% | 2 817 NS | 30 de abril de 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,17% | 843 NS | 31 de mayo de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,17% | 204 512 SH | 8 de agosto de 2026 | Diario |
| CURE · Direxion Shares ETF Trust | 0,17% | 1 330 NS | 30 de abril de 2026 | N-PORT |
| RXL · ProShares Trust | 0,17% | 696 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 9 581 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,15% | 25 641 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 3 453 NS | 31 de mayo de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 1 770 NS | 30 de abril de 2026 | N-PORT |
| IXJ · iShares Trust | 0,14% | 34 914 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,14% | 1 560 504 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,14% | 4 009 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,11% | 90 473 NS | 30 de abril de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,11% | 2 202 NS | 31 de mayo de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,11% | 7 134 NS | 29 de mayo de 2026 | N-PORT |
| IWS · iShares Trust | 0,11% | 100 554 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,11% | 4 162 SH | 8 de agosto de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,09% | 28 130 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,09% | 4 336 SH | 8 de agosto de 2026 | Diario |