CGNX Cognex Corporation - Common Stock
NASDAQ · Electrical Equipment · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 6, 2026CGNX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CGNX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 4 de diciembre de 2017 | 2-for-1 | Adelante |
| 17 de septiembre de 2013 | 2-for-1 | Adelante |
| 19 de diciembre de 1995 | 2-for-1 | Adelante |
| 1 de octubre de 1993 | 2-for-1 | Adelante |
| 18 de febrero de 1992 | 2-for-1 | Adelante |
Acerca de Cognex Corporation - Common Stock Descripción general de la empresa de Wikipedia
Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. Cognex is headquartered in Natick, Massachusetts, USA and has offices in more than 20 countries.
Cognex began exploring commercial applications of machine vision in the early 1980s. In the 1990s, Cognex's business grew due to a demand for machine vision tools to help automate semiconductor and electronics manufacturing. While semiconductor manufacturing remains an important market for Cognex, it has expanded to general manufacturing applications.
The company's product portfolio includes In-Sight, VisionPro software, and DataMan.
History
Cognex Corporation was founded in 1981 by Robert J. Shillman, a lecturer in human visual perception at the Massachusetts Institute of Technology, and two MIT graduate students, Bill Silver and Marilyn Matz. Cognex stands for "Cognition Experts."
The company's first vision system, DataMan, was introduced in 1982. DataMan was an optical character recognition (OCR) system designed to read, verify, and assure the quality of letters, numbers, and symbols printed on products and components. The company's first customer was a typewriter manufacturer that purchased DataMan to read letters on typewriter keys and ensure that they were located in the correct position.
In 1989, Cognex went public on the NASDAQ exchange for $1.38 per share—within a year, the stock price had tripled.
In 1995, Cognex purchased Acumen, a U.S. based developer of wafer identification systems.
In 2004, the company won an intellectual property victory when a federal judge ruled in Cognex's favor in a patent lawsuit brought against the estate of the inventor Jerome H. Lemelson, who had filed dozens of submarine patents, some of which purported to cover machine vision processes. The machine vision-related patents were held invalid. The ruling was upheld by the Court of Appeals for the Federal Circuit.
Cognex sold off its in-vehicle product in 2007, citing concerns about profitability and intellectual property issues.[link removed]
In 2015 Cognex sold off its Surface Vision Division and the associated range of products SmartView (web inspection), Vision Gear (slit inspection), Smart Advisor (process surveillance, web monitoring) and VisionPro Surface to Ametek Inc. for approximately 160M US$. The sold division represented about 12% of Cognex in terms of revenue and number of employees.
In April 2017 Cognex acquired ViDi Systems, a Swiss-based provider of deep learning software for industrial machine vision applications. In October 2019 Cognex acquired Sualab, a Korean-based developer of vision software using deep learning for industrial applications.
During summer 2020 Cognex laid off 8% of its headcount (190 employees). In December 2020 Cognex announced payment of $2 dividend per share. In the press release explaining this special dividend the chairman, Robert J. Shillman, referred to one of the company's mottos, to explain the highest dividend paid out in the company's history. This motto being: “When Cognex wins, we all win”.
On February 11, 2021, Cognex announced the resignation of Robert Shillman from the company's board of directors and as an executive officer of Cognex, effective May 5, 2021.
Products
Some of the products produced by Cognex are:
In-Sight - a vision system that combines a camera, software and processor into one compact unit. In April 2020, Cognex introduced the In-Sight D900 embedded vision system, which features deep learning software inside an In-Sight industrial-grade smart camera. The system is designed to solve complex in-line inspection applications including optical character recognition (OCR), assembly verification, and defect detection.
VisionPro vision software.
DataMan - a family of fixed mount and handheld ID readers used to identify and track items by reading 1D and 2D Data Matrix codes.
3D Sensors
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
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?
| Métrica | Tendencia a 5 años | CGNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 61.9promedio 5A ≈52.6 | ≈52.6 | 34.7 | Sobrevalorado | |
| P/S | 10.8promedio 5A ≈8.5 | ≈8.5 | 4.4 | Sobrevalorado | |
| P/B (P/C) | 7.2promedio 5A ≈5.6 | ≈5.6 | 3.8 | Valor razonable | |
| Price / FCF (Precio / FCF) | 45.3promedio 5A ≈46.5 | ≈46.5 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 43.7promedio 5A ≈41.2 | ≈41.2 | 22.3 | Valor razonable | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 10.5promedio 5A ≈7.5 | ≈7.5 | · | · |
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 | CGNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 68.9%promedio 5A ≈70.4% | ≈70.4% | 45.6% | De primer nivel | |
| Margen Operativo (TTM) | 21.9%promedio 5A ≈19.9% | ≈19.9% | 18.6% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 16.4%promedio 5A ≈19.9% | ≈19.9% | 19.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 23.7%promedio 5A ≈20.9% | ≈20.9% | 16.1% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 16.1%promedio 5A ≈17.0% | ≈17.0% | 11.7% | De primer nivel | |
| ROA | 5.7%promedio 5A ≈8.5% | ≈8.5% | 6.1% | Débil | |
| ROE | 7.6%promedio 5A ≈11.3% | ≈11.3% | 11.5% | Débil | |
| ROIC | 6.8%promedio 5A ≈10.9% | ≈10.9% | 8.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | CGNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Current Ratio (Ratio corriente) | 3.8promedio 5A ≈3.8 | ≈3.8 | 2.3 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 2.2promedio 5A ≈1.9 | ≈1.9 | 1.3 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CGNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 8.7%promedio 5A ≈5.2% | ≈5.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -0.39%promedio 5A ≈-1.1% | ≈-1.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 4.2% | · | · | · | |
| EPS YoY (EPS interanual) | 9.7%promedio 5A ≈-1.4% | ≈-1.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 7.8%promedio 5A ≈-2.0% | ≈-2.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -17.9%promedio 5A ≈-19.3% | ≈-19.3% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -7.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -19.0%promedio 5A ≈-20.1% | ≈-20.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -8.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CGNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.5promedio 5A ≈0.5 | ≈0.5 | 0.6 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 2.2promedio 5A ≈2.3 | ≈2.3 | 3.5 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.9promedio 5A ≈7.4 | ≈7.4 | 6.7 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$362.2K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 20, 2026 | $0,09 | USD | ≈0.57% |
| May 21, 2026 | $0,09 | USD | ≈0.52% |
| Feb 26, 2026 | $0,09 | USD | ≈0.60% |
| Nov 13, 2025 | $0,09 | USD | ≈0.88% |
| Ago 14, 2025 | $0,08 | USD | ≈0.73% |
| May 15, 2025 | $0,08 | USD | ≈1.00% |
| Feb 27, 2025 | $0,08 | USD | ≈0.95% |
| Nov 14, 2024 | $0,08 | USD | ≈0.75% |
| Ago 15, 2024 | $0,08 | USD | ≈0.76% |
| May 15, 2024 | $0,08 | USD | ≈0.62% |
| Feb 28, 2024 | $0,08 | USD | ≈0.76% |
| Nov 16, 2023 | $0,08 | USD | ≈0.78% |
| Ago 17, 2023 | $0,07 | USD | ≈0.60% |
| May 18, 2023 | $0,07 | USD | ≈0.53% |
| Mar 2, 2023 | $0,07 | USD | ≈0.57% |
| Nov 17, 2022 | $0,07 | USD | ≈0.54% |
| Ago 18, 2022 | $0,07 | USD | ≈0.55% |
| May 19, 2022 | $0,07 | USD | ≈0.54% |
| Mar 3, 2022 | $0,07 | USD | ≈0.37% |
| Nov 18, 2021 | $0,07 | USD | ≈2.8% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.45 | $0.43 | 4.0% |
| 31 de marzo de 2026 | $0.34 | $0.25 | 34.1% | |
| 31 de diciembre de 2025 | $0.27 | $0.23 | 20.0% | |
| 30 de septiembre de 2025 | $0.33 | $0.29 | 11.9% | |
| 30 de junio de 2025 | $0.25 | $0.24 | 3.7% | |
| 31 de marzo de 2025 | $0.16 | $0.13 | 18.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Cost of Revenue | $329M | $289M | $236M | $284M | $277M | $206M | $190M | $206M | $187M | $131M | $103M | $94M | |
| Gross Profit | $665M | $626M | $601M | $722M | $760M | $605M | $536M | $600M | $579M | $398M | $348M | $332M | |
| R&D Expense | $139M | $140M | $139M | $141M | $135M | $131M | $119M | $116M | $99M | $78M | $70M | $56M | |
| SG&A Expense | $364M | $371M | $339M | $312M | $309M | $268M | $274M | $263M | $221M | $166M | $157M | $149M | |
| Operating Income | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $154M | $122M | $128M | |
| Other Non-op | $7M | $922.0K | $592.0K | $-412.0K | $-591.0K | $-309.0K | $1M | $-219.0K | $-338.0K | $871.0K | $645.0K | $-283.0K | |
| Pretax Income | $183M | $131M | $135M | $251M | $319M | $187M | $163M | $235M | $266M | $162M | $127M | $132M | |
| Income Tax | $68M | $25M | $22M | $35M | $39M | $11M | $-41M | $15M | $90M | $18M | $19M | $21M | |
| Net Income | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| EPS (Basic) | $0.68 | $0.62 | $0.66 | $1.24 | $1.59 | $1.02 | $1.19 | $1.27 | $1.02 | $0.84 | $1.08 | $1.40 | |
| EPS (Diluted) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 | |
| Shares (Basic) | 168,049,000 | 171,438,000 | 172,249,000 | 173,407,000 | 176,463,000 | 173,489,000 | 171,194,000 | 172,333,000 | 173,287,000 | 170,676,000 | 172,592,000 | 86,858,000 | |
| Shares (Diluted) | 169,367,000 | 172,611,000 | 173,399,000 | 174,869,000 | 179,916,000 | 176,592,000 | 175,269,000 | 177,406,000 | 179,551,000 | 174,144,000 | 175,982,000 | 89,071,000 | |
| EBITDA | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $161M | $122M | $144M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $263M | $186M | $203M | $181M | $186M | $269M | $171M | $108M | $107M | $80M | $52M | $56M | |
| Receivables | $147M | $143M | $114M | $125M | $130M | $126M | $103M | $119M | $119M | $55M | $43M | $40M | |
| Inventory | $138M | $158M | $162M | $122M | $113M | $61M | $60M | $83M | $68M | $27M | $37M | $29M | |
| Prepaid Expense | $59M | $63M | $68M | $67M | $69M | $37M | $27M | $34M | $31M | $21M | $16M | $18M | |
| Current Assets | $697M | $613M | $679M | $718M | $640M | $602M | $607M | $780M | $630M | $526M | $444M | $272M | |
| PP&E (Net) | $86M | $98M | $106M | $80M | $78M | $79M | $89M | $91M | $78M | $54M | $53M | $46M | |
| PP&E (Gross) | $226M | $226M | $206M | $175M | $175M | $181M | $194M | $183M | $158M | $123M | $114M | $101M | |
| Accum. Depreciation | $140M | $127M | $100M | $95M | $97M | $102M | $105M | $92M | $80M | $70M | $61M | $55M | |
| Goodwill | $386M | $385M | $393M | $243M | $242M | $244M | $243M | $113M | $113M | $95M | $81M | $77M | |
| Intangibles | $81M | $91M | $113M | $12M | $12M | $16M | $39M | $39M | $13M | $8M | $6M | $10M | |
| Other Non-current Assets | $5M | $5M | $7M | $7M | $7M | $8M | $6M | $4M | $2M | $2M | $3M | $2M | |
| Total Assets | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Accounts Payable | $50M | $38M | $21M | $27M | $44M | $16M | $18M | $16M | $23M | $10M | $8M | $17M | |
| Accrued Liabilities | $91M | $72M | $72M | $93M | $92M | $77M | $52M | $60M | $68M | $43M | $33M | $36M | |
| Current Liabilities | $184M | $169M | $152M | $188M | $189M | $132M | $120M | $91M | $113M | $66M | $54M | $81M | |
| Capital Leases | $65M | $61M | $69M | $31M | $18M | $18M | $12M | $0 | · | · | · | · | |
| Deferred Tax | $251M | $217M | $247M | $250M | $294M | $315M | $332M | $962.0K | $312.0K | $0 | $319.0K | $2M | |
| Other Non-current Liabilities | $1M | $1M | $299.0K | $2M | $15M | $10M | $2M | $4M | $6M | $5M | $3M | $0 | |
| Total Liabilities | $525M | $475M | $513M | $520M | $574M | $538M | $530M | $154M | $192M | $76M | $62M | $85M | |
| Retained Earnings | $406M | $499M | $513M | $528M | $563M | $488M | $753M | $646M | $669M | $645M | $573M | $524M | |
| AOCI | $-53M | $-73M | $-45M | $-69M | $-48M | $-34M | $-37M | $-41M | $-35M | $-56M | $-52M | $-39M | |
| Stockholders' Equity | $1.49B | $1.52B | $1.50B | $1.44B | $1.43B | $1.26B | $1.36B | $1.14B | $1.10B | $963M | $832M | $736M | |
| Liabilities + Equity | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Shares Outstanding | 166,997,000 | 170,434,000 | 171,599,000 | 172,631,000 | 175,481,000 | 175,790,000 | 172,440,000 | 170,820,000 | 173,507,000 | 84,856,000 | 84,856,000 | 86,542,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | $12M | |
| Stock-based Comp | · | · | · | · | · | $1M | · | · | · | · | · | · | |
| Deferred Tax | $40M | $-20M | $-20M | $-29M | $-3M | $-4M | $-90M | $-745.0K | $1M | $-3M | $-2M | $-3M | |
| Amort. of Intangibles | $11M | $11M | $5M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | $4M | |
| Restructuring | · | $0 | $0 | $2M | $0 | $16M | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $246M | $149M | $113M | $243M | $314M | $242M | $253M | $223M | $224M | $182M | $128M | $164M | |
| CapEx | $9M | $15M | $23M | $20M | $15M | $13M | $22M | $37M | $29M | $13M | $18M | $21M | |
| Investing Cash Flow | $28M | $-39M | $32M | $-4M | $-253M | $169M | $-157M | $-11M | $-106M | $-122M | $-11M | $-104M | |
| Stock Repurchased | $151M | $67M | $80M | $204M | $162M | $51M | $62M | $204M | $124M | $47M | $126M | $60M | |
| Net Stock Activity | $-151M | $-67M | $-80M | $-204M | $-162M | $-51M | $-62M | $-204M | $-124M | $-47M | $-126M | $-60M | |
| Dividends Paid | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 | |
| Financing Cash Flow | $-207M | $-118M | $-126M | $-240M | $-142M | $-317M | $-32M | $-210M | $-100M | $-29M | $-117M | $-43M | |
| Net Change in Cash | $77M | $-17M | $21M | $-5M | $-83M | $98M | $63M | $2M | $27M | $28M | $-4M | $15M | |
| Taxes Paid | $42M | $60M | $57M | $57M | $49M | $34M | $13M | $41M | $12M | $21M | $58M | $18M | |
| Free Cash Flow | $237M | $134M | $90M | $224M | $299M | $229M | $231M | $186M | $196M | $169M | $100M | $135M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% | 74.6% | 73.9% | 74.5% | 77.5% | 77.8% | 77.2% | 75.1% | |
| Operating Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| Net Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | 21.7% | 28.1% | 27.2% | 23.7% | 28.7% | 41.5% | 25.0% | |
| Pretax Margin | 18.4% | 14.4% | 16.2% | 24.9% | 30.8% | 23.1% | 22.5% | 29.1% | 35.7% | 32.4% | 28.2% | 30.3% | |
| EBITDA Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| ROA | 5.7% | 5.3% | 5.7% | 10.9% | 14.7% | 9.6% | 12.8% | 17.0% | 15.2% | 15.5% | 21.9% | 15.9% | |
| ROE | 7.6% | 6.9% | 7.6% | 15.2% | 19.1% | 12.7% | 15.7% | 19.2% | 17.2% | 16.7% | 23.9% | 17.6% | |
| ROIC | 6.8% | 6.1% | 7.3% | 14.7% | 19.3% | 12.7% | 13.2% | 18.2% | 15.7% | 14.8% | 12.5% | 16.1% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 | 4.5 | 5.0 | 8.5 | 5.6 | 8.0 | 8.4 | 3.3 | |
| Quick Ratio | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 | 3.0 | 2.3 | 2.5 | 2.0 | 2.1 | 1.8 | 1.3 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | |
| Inventory Turnover | 2.2 | 1.8 | 1.7 | 2.4 | 3.2 | 3.4 | 2.6 | 2.7 | 3.6 | 3.6 | 3.1 | 4.0 | |
| Receivables Turnover | 6.9 | 7.1 | 7.0 | 7.9 | 8.1 | 7.1 | 6.5 | 6.8 | 8.6 | 10.6 | 10.9 | 9.4 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.93 | $8.90 | $8.77 | $8.33 | $8.15 | $7.18 | $7.86 | $6.65 | $12.75 | $11.20 | $9.73 | $8.51 | |
| Revenue / Share | $5.87 | $5.30 | $4.83 | $5.75 | $5.76 | $4.59 | $4.14 | $4.55 | $4.17 | $5.98 | $5.12 | $5.46 | |
| Cash Flow / Share | $1.45 | $0.86 | $0.65 | $1.39 | $1.75 | $1.37 | $1.44 | $1.26 | $1.25 | $2.09 | $1.35 | $1.75 | |
| Cash / Share | $1.57 | $1.09 | $1.18 | $1.05 | $1.06 | $1.53 | $0.99 | $0.63 | $1.24 | $0.93 | $0.61 | $0.64 | |
| Dividend Paid / Share | $0.33 | $0.30 | $0.29 | $0.27 | $0.24 | $2.23 | $0.20 | $0.18 | $0.17 | $0.15 | $0.11 | $0.00 | |
| EPS (TTM) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.7% | 9.2% | -16.8% | -3.0% | 27.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.39% | -4.1% | 1.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.7% | -4.6% | -47.1% | -21.1% | 56.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -17.9% | -26.5% | -13.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 7.8% | -6.2% | -47.5% | -23.0% | 58.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -19.0% | -27.6% | -13.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -8.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -32.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Net Income TTM | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| Market Cap | $6.01B | $6.11B | $7.16B | $8.13B | $13.65B | $14.11B | $9.66B | $6.61B | $5.26B | $2.73B | $1.43B | $1.79B | |
| P/E | 52.9 | 57.8 | 64.2 | 38.3 | 49.8 | 80.3 | 48.3 | 31.2 | 62.4 | 38.3 | 15.9 | 15.2 | |
| P/S | 6.0 | 6.7 | 8.6 | 8.1 | 13.2 | 17.4 | 13.3 | 8.2 | 6.9 | 5.2 | 3.2 | 4.2 | |
| P/B | 4.0 | 4.0 | 4.8 | 5.7 | 9.5 | 11.2 | 7.1 | 5.8 | 4.8 | 2.8 | 1.7 | 2.4 | |
| P / Tangible Book | 5.9 | 5.9 | 7.2 | 6.9 | 11.6 | 14.1 | · | · | · | · | · | · | |
| P / Cash Flow | 24.5 | 41.0 | 63.4 | 33.4 | 43.4 | 58.2 | 38.2 | 29.6 | 23.4 | 15.0 | 12.1 | 11.5 | |
| P / FCF | 25.4 | 45.6 | 79.7 | 36.3 | 45.7 | 61.6 | 41.7 | 35.4 | 26.9 | 16.2 | 14.3 | 13.2 | |
| Dividend Yield | 0.91% | 0.86% | 0.69% | 0.56% | 0.32% | 2.8% | 0.36% | 0.48% | 0.55% | 0.92% | 1.3% | 0.00% | |
| Earnings Yield | 1.9% | 1.7% | 1.6% | 2.6% | 2.0% | 1.2% | 2.1% | 3.2% | 1.6% | 2.6% | 6.3% | 6.6% | |
| Payout Ratio | 47.7% | 49.3% | 43.3% | 21.3% | 15.5% | 221.6% | 17.2% | 14.5% | 16.4% | 16.9% | 9.7% | 0.00% | |
| Annual Payout | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 |
Estado de resultados
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $291M | $268M | $252M | $277M | $249M | $216M | $230M | $235M | $239M | $211M | $197M | $243M | $201M | $239M | |
| Cost of Revenue | $85M | $77M | $86M | $90M | $81M | $72M | $72M | $75M | $73M | $69M | $62M | $63M | $57M | $70M | |
| Gross Profit | $206M | $191M | $166M | $187M | $168M | $144M | $158M | $159M | $167M | $142M | $135M | $180M | $144M | $170M | |
| R&D Expense | $32M | $37M | $36M | $35M | $33M | $35M | $33M | $35M | $35M | $37M | $35M | $34M | $39M | $37M | |
| SG&A Expense | $88M | $94M | $95M | $94M | $91M | $84M | $94M | $93M | $93M | $91M | $90M | $83M | $83M | $76M | |
| Operating Income | $86M | $60M | $35M | $58M | $43M | $26M | $31M | $32M | $38M | $14M | $13M | $65M | $22M | $54M | |
| Other Non-op | $-446.0K | $-2M | $5M | $61.0K | $2M | $169.0K | $341.0K | $209.0K | $176.0K | $196.0K | $234.0K | $112.0K | $73.0K | $38.0K | |
| Pretax Income | $89M | $62M | $44M | $63M | $48M | $28M | $36M | $37M | $42M | $18M | $14M | $68M | $26M | $59M | |
| Income Tax | $17M | $10M | $11M | $45M | $8M | $4M | $7M | $7M | $5M | $6M | $3M | $10M | $600.0K | $4M | |
| Net Income | $73M | $52M | $33M | $18M | $41M | $24M | $28M | $30M | $36M | $12M | $11M | $57M | $26M | $55M | |
| EPS (Basic) | $0.43 | $0.31 | $0.19 | $0.11 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.07 | $0.33 | $0.15 | $0.32 | |
| EPS (Diluted) | $0.43 | $0.31 | $0.20 | $0.10 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.06 | $0.33 | $0.15 | $0.32 | |
| Shares (Basic) | 167,346,000 | 166,514,000 | · | 167,840,000 | 167,886,000 | 169,265,000 | · | 171,519,000 | 171,568,000 | 171,692,000 | · | 172,429,000 | 172,624,000 | · | |
| Shares (Diluted) | 169,989,000 | 168,386,000 | · | 169,323,000 | 168,563,000 | 170,391,000 | · | 172,753,000 | 172,733,000 | 172,594,000 | · | 173,622,000 | 173,903,000 | · | |
| EBITDA | $86M | $60M | · | $58M | $43M | $26M | · | $32M | $38M | $14M | · | $65M | $22M | · |
Balance general
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $303M | $237M | $263M | $246M | $179M | $144M | $186M | $197M | $177M | $139M | · | $177M | $164M | · | |
| Receivables | $216M | $171M | $147M | $155M | $184M | $161M | $143M | $158M | $159M | $139M | · | $148M | $144M | · | |
| Inventory | $143M | $136M | $138M | $144M | $145M | $152M | $158M | $155M | $157M | $171M | · | $126M | $127M | · | |
| Prepaid Expense | $74M | $71M | $59M | $55M | $67M | $61M | $63M | $69M | $74M | $71M | · | $73M | $68M | · | |
| Current Assets | $850M | $690M | $697M | $671M | $626M | $578M | $613M | $672M | $681M | $662M | · | $718M | $722M | · | |
| PP&E (Net) | $81M | $84M | $86M | $90M | $93M | $96M | $98M | $103M | $103M | $104M | · | $82M | $81M | · | |
| PP&E (Gross) | · | · | $226M | · | · | · | $226M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $140M | · | · | · | $127M | · | · | · | · | · | · | · | |
| Goodwill | $381M | $383M | $386M | $392M | $397M | $390M | $385M | $392M | $381M | $386M | $393M | $242M | $242M | $243M | |
| Intangibles | $64M | $67M | $81M | $87M | $92M | $91M | $91M | $103M | $99M | $105M | · | $11M | $11M | · | |
| Other Non-current Assets | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $6M | $6M | · | $6M | $7M | · | |
| Total Assets | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Accounts Payable | $65M | $60M | $50M | $45M | $42M | $43M | $38M | $30M | $23M | $27M | · | $26M | $27M | · | |
| Accrued Liabilities | $81M | $77M | $91M | $87M | $78M | $68M | $72M | $77M | $75M | $70M | · | $84M | $84M | · | |
| Current Liabilities | $216M | $189M | $184M | $169M | $190M | $184M | $169M | $171M | $169M | $188M | · | $180M | $214M | · | |
| Capital Leases | $60M | $62M | $65M | $68M | $72M | $63M | $61M | $67M | $65M | $67M | · | $62M | $31M | · | |
| Deferred Tax | $249M | $252M | $251M | $249M | $209M | $212M | $217M | $230M | $234M | $240M | · | $237M | $244M | · | |
| Other Non-current Liabilities | $2M | $2M | $1M | $88.0K | $91.0K | $87.0K | $1M | $1M | $1M | $893.0K | · | $403.0K | $444.0K | · | |
| Total Liabilities | $549M | $527M | $525M | $513M | $497M | $487M | $475M | $496M | $497M | $524M | · | $518M | $528M | · | |
| Retained Earnings | $397M | $344M | $406M | $412M | $433M | $406M | $499M | $528M | $515M | $502M | · | $538M | $518M | · | |
| AOCI | $-62M | $-61M | $-53M | $-46M | $-38M | $-59M | $-73M | $-38M | $-70M | $-61M | · | $-69M | $-64M | · | |
| Stockholders' Equity | $1.63B | $1.48B | $1.49B | $1.49B | $1.51B | $1.45B | $1.52B | $1.57B | $1.51B | $1.49B | $1.50B | $1.48B | $1.45B | $1.44B | |
| Liabilities + Equity | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Shares Outstanding | 168,217,000 | 166,527,000 | 166,997,000 | 167,549,000 | 167,899,000 | 167,865,000 | 170,434,000 | 171,515,000 | 171,501,000 | 171,662,000 | · | 172,293,000 | 172,601,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | · | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | · | $942.0K | $806.0K | |
| Operating Cash Flow | · | $45M | $75M | $87M | $43M | $41M | $51M | $56M | $28M | $14M | $14M | · | $28M | $66M | |
| CapEx | · | $3M | $3M | $1M | $2M | $3M | $2M | $4M | $5M | $4M | $7M | · | $6M | $4M | |
| Investing Cash Flow | · | $791.0K | $-20M | $19M | $-4M | $33M | $2M | $-27M | $35M | $-49M | $-179M | · | $-6M | $-127M | |
| Stock Repurchased | · | $99M | $25M | $24M | $0 | $102M | $43M | $4M | $11M | $9M | $20M | · | $24M | $26M | |
| Net Stock Activity | · | $-99M | · | · | · | $-102M | · | · | · | $-9M | · | · | $-24M | · | |
| Dividends Paid | · | $14M | $14M | $13M | $13M | $14M | $14M | $13M | $13M | $13M | $13M | · | $12M | $12M | |
| Financing Cash Flow | · | $-69M | $-37M | $-38M | $-13M | $-118M | $-56M | $-15M | $-22M | $-25M | $-33M | · | $-39M | $-32M | |
| Net Change in Cash | · | $-26M | $17M | $67M | $36M | $-42M | $-11M | $20M | $38M | $-64M | $-193M | · | $-17M | $-85M | |
| Free Cash Flow | · | $42M | · | · | · | $38M | · | · | · | $10M | · | · | $22M | · |
Rentabilidad
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 71.1% | · | 67.6% | 67.4% | 66.8% | · | 67.9% | 69.6% | 67.3% | · | 74.1% | 71.5% | · | |
| Operating Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| Net Margin | 25.0% | 19.3% | · | 6.4% | 16.3% | 10.9% | · | 12.6% | 15.1% | 5.7% | · | 23.7% | 12.7% | · | |
| Pretax Margin | 30.7% | 23.0% | · | 22.7% | 19.3% | 12.9% | · | 15.6% | 17.4% | 8.3% | · | 28.0% | 13.0% | · | |
| EBITDA Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| ROA | · | · | · | 0.87% | 2.0% | 1.2% | · | 1.5% | 1.8% | 0.60% | · | · | · | · | |
| ROE | · | · | · | 1.2% | 2.7% | 1.6% | · | 1.9% | 2.4% | 0.82% | · | · | · | · | |
| ROIC | · | · | · | 1.1% | 2.4% | 1.5% | · | 1.6% | 2.2% | 0.65% | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 4.0 | 3.3 | 3.1 | · | 3.9 | 4.0 | 3.5 | · | · | · | · | |
| Quick Ratio | · | · | · | 2.4 | 1.9 | 1.7 | · | 2.1 | 2.0 | 1.5 | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | · | · | · | 0.6 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | · | · | · | |
| Receivables Turnover | · | · | · | 1.8 | 1.5 | 1.4 | · | 1.6 | 1.6 | 1.5 | · | · | · | · |
Por Acción
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $8.89 | $8.97 | $8.61 | · | $9.14 | $8.79 | $8.68 | · | · | · | · | |
| Revenue / Share | $1.71 | $1.59 | · | $1.64 | $1.48 | $1.27 | · | $1.36 | $1.39 | $1.22 | · | $1.40 | $1.16 | · | |
| Cash Flow / Share | · | $0.27 | · | · | · | $0.24 | · | · | · | $0.08 | · | · | $0.16 | · | |
| Cash / Share | · | · | · | $1.47 | $1.07 | $0.86 | · | $1.15 | $1.03 | $0.81 | · | · | · | · | |
| Dividend Paid / Share | $0.09 | $0.09 | $0.09 | $0.08 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | |
| EPS (TTM) | $1.04 | $0.85 | · | $0.65 | $0.72 | $0.69 | · | $0.51 | $0.45 | $0.57 | · | $0.99 | $1.00 | · |
Valoración (TTM)
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.09B | $1.05B | · | $972M | $930M | $920M | · | $882M | $844M | $847M | · | $893M | $925M | · | |
| Net Income TTM | $175M | $143M | · | $110M | $122M | $118M | · | $89M | $78M | $100M | · | $172M | $174M | · | |
| Market Cap | · | · | · | $7.67B | $5.28B | $5.04B | · | $6.91B | $8.02B | $7.28B | · | · | · | · | |
| P/E | 65.2 | 57.8 | · | 70.4 | 43.7 | 43.5 | · | 79.0 | 103.9 | 74.4 | · | 56.6 | 49.5 | · | |
| P/S | · | · | · | 7.9 | 5.7 | 5.5 | · | 7.8 | 9.5 | 8.6 | · | · | 9.2 | · | |
| P/B | · | · | · | 5.2 | 3.5 | 3.5 | · | 4.4 | 5.3 | 4.9 | · | · | · | · | |
| P / Tangible Book | · | · | · | 7.6 | 5.2 | 5.2 | · | 6.4 | 7.8 | 7.3 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 124.4 | · | · | · | 533.7 | · | · | · | · | |
| Dividend Yield | 0.48% | · | · | 0.71% | 1.0% | 1.1% | · | 0.75% | 0.63% | · | · | · | · | · | |
| Earnings Yield | 1.5% | 1.7% | · | 1.4% | 2.3% | 2.3% | · | 1.3% | 0.96% | 1.3% | · | 1.8% | 2.0% | · | |
| Payout Ratio | · | 27.5% | · | · | · | 57.4% | · | · | · | 107.2% | · | · | 47.2% | · | |
| Annual Payout | $55M | $55M | · | $54M | $54M | $53M | · | $51M | $51M | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $994M | $915M | $838M | $1.01B | $1.04B |
| Margen Bruto % | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% |
| Margen Operativo % | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% |
| Beneficio neto | $114M | $106M | $113M | $216M | $280M |
| EPS Diluido | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 |
| Ratio Rápido | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $237M | $134M | $90M | $224M | $299M |
Propietarios institucionales (13F) 702 declarantes · $12.5B total · A fecha de 30 de septiembre 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 |
|---|---|---|---|---|
| 144 (+7 vs trimestre anterior) | 50 (-12 vs trimestre anterior) | 258 (+53 vs trimestre anterior) | 184 (+2 vs trimestre anterior) | +16.7M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1 158 122 863 | 15 991 755 | 9,25% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $731 432 296 | 10 099 866 | 5,84% | Acciones |
| VANGUARD GROUP INC | $668 387 507 | 18 576 640 | 5,34% | Acciones |
| Invesco Ltd. | $594 323 962 | 8 206 627 | 4,75% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $543 830 096 | 7 509 391 | 4,34% | Acciones |
| Pictet Asset Management Holding SA | $422 009 745 | 5 829 878 | 3,37% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $407 353 348 | 5 820 165 | 3,25% | Acciones |
| STATE STREET CORP | $392 464 258 | 5 419 280 | 3,13% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $356 277 253 | 4 918 798 | 2,84% | Acciones |
| DISCIPLINED GROWTH INVESTORS INC /MN | $299 798 160 | 4 139 715 | 2,39% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $215 794 147 | 2 979 759 | 1,72% | Acciones |
| Point72 Asset Management, L.P. | $183 372 727 | 2 532 073 | 1,46% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $172 191 082 | 2 378 052 | 1,37% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $166 412 977 | 2 297 887 | 1,33% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $160 436 444 | 2 215 361 | 1,28% | Acciones |
| Chevy Chase Trust Holdings, LLC | $148 232 066 | 2 046 839 | 1,18% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $147 709 978 | 2 039 619 | 1,18% | Acciones |
| MORGAN STANLEY | $142 663 608 | 1 969 946 | 1,14% | Acciones |
| Artisan Partners Limited Partnership | $139 885 748 | 1 931 590 | 1,12% | Acciones |
| NORGES BANK | $139 445 507 | 1 925 511 | 1,11% | Acciones |
| JANUS HENDERSON GROUP PLC | $130 320 233 | 2 660 411 | 1,04% | Acciones |
| Bank of New York Mellon Corp | $129 347 951 | 1 786 081 | 1,03% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $126 562 208 | 1 747 614 | 1,01% | Acciones |
| Quantinno Capital Management LP | $119 595 475 | 1 651 415 | 0,95% | Acciones |
| NORTHERN TRUST CORP | $114 905 700 | 1 586 657 | 0,92% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $113 996 980 | 1 574 110 | 0,91% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $103 669 520 | 1 431 504 | 0,83% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $101 949 432 | 1 458 087 | 0,81% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $100 541 822 | 1 390 872 | 0,80% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $98 178 201 | 1 355 678 | 0,78% | Acciones |
| Copeland Capital Management, LLC | $96 019 540 | 1 325 870 | 0,77% | Acciones |
| MAIRS & POWER INC | $94 714 932 | 1 307 856 | 0,76% | Acciones |
| Mawer Investment Management Ltd. | $94 520 774 | 1 305 175 | 0,75% | Acciones |
| Capital International Investors | $92 042 199 | 1 270 950 | 0,73% | Acciones |
| BAMCO INC /NY/ | $90 604 590 | 1 251 099 | 0,72% | Acciones |
| Front Street Capital Management, Inc. | $90 581 232 | 1 255 029 | 0,72% | Acciones |
| GOLDMAN SACHS GROUP INC | $89 461 100 | 1 235 309 | 0,71% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $88 838 628 | 1 226 714 | 0,71% | Acciones |
| Stephens Investment Management Group LLC | $85 108 926 | 1 175 213 | 0,68% | Acciones |
| Hood River Capital Management LLC | $84 888 551 | 1 172 170 | 0,68% | Acciones |
| Legal & General Group Plc | $83 189 603 | 1 148 709 | 0,66% | Acciones |
| UBS Group AG | $81 694 613 | 1 128 067 | 0,65% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $76 709 293 | 1 059 228 | 0,61% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $76 305 478 | 1 053 652 | 0,61% | Acciones |
| Munro Partners | $75 805 635 | 1 046 750 | 0,61% | Acciones |
| Electron Capital Partners, LLC | $70 091 190 | 967 843 | 0,56% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $65 970 130 | 910 938 | 0,53% | Acciones |
| ROYCE & ASSOCIATES LP | $63 620 246 | 878 490 | 0,51% | Acciones |
| BANK OF AMERICA CORP /DE/ | $61 773 366 | 852 988 | 0,49% | Acciones |
| AMERIPRISE FINANCIAL INC | $57 149 176 | 785 009 | 0,46% | Acciones |
Informantes de la empresa 32 insiders · 15 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew Moschner | CEO & President | 11 de agosto de 2026 M | 10 884 | 0 | 5 | $-1 597 756 |
| Dennis Fehr | SVP, Chief Financial Officer | 6 de mayo de 2026 M | 15 988 | 0 | 0 | $0 |
| Paul Todgham | SVP, CFO | 22 de febrero de 2024 M | 30 140 | 0 | 0 | $0 |
| John J. Curran | Sr Vice President, CFO | 3 de mayo de 2019 M | 0 | 0 | 0 | $0 |
| Richard Morin | Sr. VP F&A, CFO | 8 de diciembre de 2016 M | 1 998 | 0 | 0 | $0 |
| James Hoffmaster | President and COO | 29 de enero de 2007 A | 0 | 0 | 0 | $0 |
| Darren Marc Long | Vice President | 7 de agosto de 2026 M | 5 756 | 0 | 4 | $-1 343 428 |
| Laura Ann Macdonald | VP and PAO | 11 de mayo de 2026 M | 5 258 | 0 | 12 | $-10 132 390 |
| Joerg Kuechen | Head of Corporate M&A | 20 de febrero de 2026 M | 6 032 | 0 | 4 | $-3 468 278 |
| Carl Gerst | EVP, Global Sales and Products | 20 de febrero de 2026 M | 0 | 0 | 2 | $-802 041 |
| Sheila Marie Dipalma | EVP, Employee Services | 20 de febrero de 2026 M | 15 013 | 0 | 0 | $0 |
| Mark Fennell | Chief Legal Officer &Secretary | 17 de febrero de 2026 A | 0 | 0 | 7 | $-4 349 979 |
| SHILLMAN ROBERT J | CHAIRMAN OF THE BOARD | 20 de febrero de 2020 G | 5 660 800 | 0 | 0 | $0 |
| Justin Testa | EVP, MVSD | 20 de noviembre de 2008 M | 0 | 0 | 0 | $0 |
| Eric Ceyrolle | Ex VP WW Sales & Marketing | 20 de noviembre de 2008 P | 500 | 0 | 0 | $0 |
| Dianne M Parrotte | Consejero | 2 de marzo de 2026 M | 33 431 | 0 | 4 | $-2 376 000 |
| Angelos Papadimitriou | Consejero | 21 de febrero de 2026 M | 16 222 | 0 | 1 | $-230 657 |
| Marjorie Sennett | Consejero | 21 de febrero de 2026 M | 25 936 | 0 | 0 | $0 |
| Sachin Lawande | Consejero | 21 de febrero de 2026 M | 28 431 | 0 | 0 | $0 |
| John Tseng-Chung Lee | Consejero | 21 de febrero de 2026 M | 24 820 | 0 | 0 | $0 |
| Anthony Sun | Consejero | 21 de febrero de 2026 M | 335 085 | 0 | 0 | $0 |
| Robert Willett | Consejero | 18 de febrero de 2026 M | 23 120 | 0 | 4 | $-10 797 787 |
| Patrick Alias | Consejero | 6 de marzo de 2023 M | 0 | 0 | 0 | $0 |
| Theodor Krantz | Consejero | 22 de febrero de 2023 M | 35 500 | 0 | 0 | $0 |
| Jerry A. Schneider | Consejero | 18 de marzo de 2021 M | 0 | 0 | 0 | $0 |
| Eugene G Banucci | Consejero | 2 de marzo de 2021 M | 41 900 | 0 | 0 | $0 |
| Jeffrey Benjamin Miller | Consejero | 6 de noviembre de 2017 M | 0 | 0 | 0 | $0 |
| Reuben Wasserman | Consejero | 27 de mayo de 2016 M | 0 | 0 | 0 | $0 |
| Jerald Fishman | Consejero | 13 de febrero de 2013 A | 0 | 0 | 0 | $0 |
| Edward J Smith | Consejero | 18 de marzo de 2010 M | 0 | 0 | 0 | $0 |
| William Krivsky | Consejero | 30 de enero de 2006 A | 299 | 0 | 0 | $0 |
| Bruce Robinson J | · | 5 de septiembre de 2017 M | 1 875 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 83 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 |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 5,10% | 9 322 NS | 31 de julio de 2026 | N-PORT |
| AIFD · TCW ETF Trust | 2,18% | 41 922 NS | 31 de julio de 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 1,91% | 122 079 NS | 31 de julio de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,52% | 1 322 115 SH | 2 de octubre de 2026 | Diario |
| ROBO · EXCHANGE TRADED CONCEPTS TRUST | 1,32% | 402 435 NS | 31 de julio de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1,25% | 203 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,72% | 63 371 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,65% | 13 038 NS | 31 de julio de 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,56% | 178 NS | 31 de julio de 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 0,56% | 3 682 NS | 31 de julio de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 20 503 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,35% | 71 446 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,34% | 71 115 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,33% | 2 205 562 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,33% | 268 943 SH | 19 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,33% | 21 834 SH | 2 de octubre de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,32% | 82 104 SH | 19 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,32% | 62 698 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,31% | 48 760 SH | 11 de septiembre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,31% | 18 375 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,28% | 27 814 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,23% | 89 371 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,23% | 2 444 NS | 31 de julio de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,22% | 8 208 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 67 128 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,22% | 19 027 NS | 31 de julio de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 18 396 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,19% | 438 042 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,16% | 10 388 SH | 19 de agosto de 2026 | Diario |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,15% | 35 779 SH | 2 de octubre de 2026 | Diario |
| SMMD · iShares Trust | 0,14% | 88 718 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 1 909 800 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,14% | 3 817 040 SH | 19 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,14% | 895 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,14% | 62 351 SH | 11 de septiembre de 2026 | Diario |
| IYJ · iShares Trust | 0,13% | 39 670 SH | 11 de septiembre de 2026 | Diario |
| TECB · iShares Trust | 0,11% | 8 497 SH | 11 de septiembre de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,10% | 309 603 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 250 268 SH | 11 de septiembre de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,10% | 2 368 397 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,10% | 10 590 SH | 11 de septiembre de 2026 | Diario |
| PEXL · Pacer Funds Trust | 0,09% | 686 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 682 639 SH | 11 de septiembre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,06% | 43 982 SH | 2 de octubre de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,05% | 940 183 SH | 19 de agosto de 2026 | Diario |
| IGM · iShares Trust | 0,05% | 78 219 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,05% | 9 210 SH | 2 de octubre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 5 695 SH | 2 de octubre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,04% | 1 971 NS | 31 de julio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 4 740 SH | 2 de octubre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,04% | 13 006 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,04% | 987 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 82 146 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,03% | 8 289 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 100 645 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 218 487 NS | 31 de julio de 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 25 174 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,03% | 370 209 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,03% | 13 535 NS | 31 de julio de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,03% | 22 706 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 5 282 094 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 27 260 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 14 008 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 37 707 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,02% | 6 478 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 34 041 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,02% | 72 940 SH | 11 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 25 400 SH | 2 de octubre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,02% | 48 660 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 7 366 SH | 9 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 115 154 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 46 633 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 217 764 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 74 773 SH | 11 de septiembre de 2026 | Diario |
| DGRO · iShares Trust | 0,01% | 84 026 SH | 11 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 136 194 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 5 839 815 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 482 562 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 424 286 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 22 734 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 6 876 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 15 179 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 2 782 SH | 1 de septiembre de 2026 | Diario |
CGNX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
19 analistas · 2026-10-01Objetivo medio $79.58 +23,6%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| KEYS | $36.97B | 37.3 | 8.0% | 15.8% | 15.5% | · |
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | · |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
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
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