DXCM DexCom, Inc. - Common Stock
Acerca de DexCom, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S., and manufacturing facilities in Mesa, Arizona, U.S.; Batu Kawan, Malaysia; and Athenry, County Galway, Ireland.
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Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S., and manufacturing facilities in Mesa, Arizona, U.S.; Batu Kawan, Malaysia; and Athenry, County Galway, Ireland.
History
Dexcom was founded in 1999 by Scott Glenn, John Burd, Lauren Otsuki, Ellen Preston and Bret Megargel. In 2006, Dexcom received U.S. Food and Drug Administration (FDA) approval and launched the Dexcom STS Continuous Glucose Monitoring System, which is a three-day sensor that provides up to 288 glucose measurements for every 24 hours. Dexcom received approval of the second-generation product, the Seven Continuous Glucose Monitoring System, in May 2007. This device improved on accuracy and extended use from three to seven days. In 2008, Dexcom announced two consumer development agreements with Insulet Corporation and Animas Corporation as well as a development agreement with Edwards Lifesciences for a continuous glucose monitor in the intensive care unit hospital environment.
During February 2009, Dexcom received approval for the Seven Plus Continuous Glucose Monitor, its new continuous glucose monitoring system, from the FDA. This product received a CE mark in November 2009. In 2013, development work for integration with Insulet was discontinued. Dexcom entered a non-exclusive agreement with Tandem Diabetes Care, Inc. in 2015 to allow the integration of its forthcoming G5 and G6 continuous glucose monitoring systems into Tandem's insulin pumps. The G5 was approved in 2016 by the FDA for use as a standalone device, while the G6 gained approval in 2018.
Dexcom's first G-series CGM, the G4 Platinum, received a CE mark and FDA approval in 2012 for adults ages 18 and over. This device improved hypoglycemic accuracy by 30%. It also offered a longer range of transmission between the sensor and receiver, as well as a color LCD. The G4 Platinum was approved by the FDA for use in patients ages 2–17 in February 2014. Dexcom received FDA approval in January 2015 for the G4 Platinum with Share, which enabled the sharing of CGM data with up to five other people using the "Share" and "Follow" smartphone apps.
The Dexcom G5 was approved in August 2015 by the FDA for use as a standalone device, the G5 has Bluetooth integrated into its transmitter, enabling it to send data to a mobile device. This allows for use of the device without the standalone receiver. The Dexcom G5 received a CE mark in September 2015.
Dexcom went public in 2005 and is listed on the Nasdaq Global Select Market stock exchange under the ticker symbol DXCM. On April 20, 2020, Dexcom became a component of the Nasdaq-100, replacing American Airlines Group in the index.
The Dexcom G7 was approved in December 2022 by the FDA for use as a standalone device. The Dexcom G7 15-Day is the most accurate currently approved CGM in the U.S.
Awards and recognition
In October 2024, Time Magazine named Dexcom Stelo's over-the-counter glucose monitor one of the year's best inventions.
Partnerships
Dexcom entered into a partnership in 2015 with Google Life Sciences (which subsequently became Verily) to develop the Dexcom G7
Dexcom entered a non-exclusive agreement with Tandem Diabetes Care, Inc. in 2015 to allow the integration of its new G5 and G6 continuous glucose monitoring systems into Tandem's insulin pumps. Tandem Diabetes Care received FDA approval in December 2019 for Control-IQ, a closed-loop technology that uses Tandem's t:slim X2 insulin pump and the Dexcom G6 "to automatically increase, decrease, or stop the delivery of insulin in response to the glucose levels of people with Type 1 diabetes."
In June 2019, Dexcom announced a collaboration with Companion Medical to enable the exchange of CGM data from Dexcom with insulin data from InPen into both companies' software applications.
Dexcom entered into a partnership with Livongo, a digital chronic care management company, in January 2020 to share CGM data from the Dexcom G6 with Livongo's platform. This integration allowed Livongo to incorporate the CGM data along with other patient data.
In February 2020, Dexcom and Insulet Corporation signed a non-exclusive, global agreement to combine current and future Dexcom continuous glucose monitoring systems with Insulet's tubeless insulin delivery Pod into the Omnipod Horizon System for automated insulin delivery. This allowed the ability to adjust insulin doses based on Insulet's algorithm or through their smartphone.
The company also announced in March 2020 a partnership with Welldoc to integrate G6 CGM data with BlueStar, a digital platform for diabetes management.
In November 2024, Dexcom announced a "strategic partnership" and data exchange with Oura.
Venture capital arm
In early 2021, Dexcom launched Dexcom Ventures, a venture capital arm focused on emerging continuous glucose monitoring technologies and devices measuring the levels of other types of substances and analytes. In practice, Dexcom Ventures has also invested in cybersecurity platforms for the software used in medical devices.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
DXCM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
DXCM 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
DXCM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 15 41,7%
- Compra 16 44,4%
- Mantener 5 13,9%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
25 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 | $0.70 | $0.62 | 0.08% |
| 31 de marzo de 2026 | $0.56 | $0.48 | 0.08% |
| 31 de diciembre de 2025 | $0.56 | $0.48 | 0.08% |
| 30 de septiembre de 2025 | $0.61 | $0.58 | 0.03% |
| 30 de junio de 2025 | $0.48 | $0.45 | 0.03% |
| 31 de marzo de 2025 | $0.32 | $0.33 | -0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| DXCM | $25.54B | 31.8 | 15.6% | 17.9% | 31.4% | 60.1% |
| SYK | $134.44B | 41.8 | 11.2% | 12.9% | 15.1% | 64.0% |
| BSX | — | 49.1 | 19.9% | 14.4% | 12.6% | 69.0% |
| EW | $49.50B | 46.6 | 11.6% | 17.7% | 10.6% | 78.0% |
| BDX | — | 25.3 | 8.2% | 7.7% | 6.5% | — |
| IDXX | $53.93B | 51.7 | 10.4% | 24.6% | 69.2% | 61.8% |
| GEHC | — | 18.0 | 4.8% | 10.1% | 22.1% | 40.0% |
| RMD | $28.11B | 18.7 | 9.8% | 26.9% | 23.6% | 61.1% |
| ZBH | $28.66B | 25.3 | 7.2% | 8.6% | 5.6% | — |
| BAX | $13.05B | -10.2 | 5.7% | -8.5% | -14.6% | 30.0% |
| PEN | $12.20B | 68.8 | 17.5% | 12.7% | 13.1% | 67.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.66B | $4.03B | $3.62B | $2.91B | $2.45B | $1.93B | $1.48B | $1.03B | $718M | $573M | · | · | |
| Cost of Revenue | $1.86B | $1.59B | $1.33B | $1.03B | $768M | $647M | $544M | $368M | $226M | $195M | $124M | $83M | |
| Gross Profit | $2.80B | $2.44B | $2.29B | $1.88B | $1.68B | $1.28B | $932M | $664M | $492M | $378M | $278M | $176M | |
| R&D Expense | $599M | $552M | $506M | $484M | $517M | $360M | $274M | $200M | $185M | $156M | $138M | $69M | |
| SG&A Expense | $1.29B | $1.29B | $1.19B | $1.01B | $810M | $618M | $516M | $433M | $349M | $286M | $198M | $128M | |
| Operating Expenses | $1.89B | $1.84B | $1.69B | $1.49B | $1.41B | $981M | $789M | $850M | $535M | $442M | $336M | $198M | |
| Operating Income | $912M | $600M | $598M | $391M | $266M | $300M | $142M | $-186M | $-42M | $-64M | $-57M | $-22M | |
| Interest Expense | · | · | $20M | $19M | $19M | $18M | $60M | $23M | $13M | $700.0K | $400.0K | $800.0K | |
| Interest Income | · | · | · | · | · | · | · | · | $3M | $400.0K | $0 | $0 | |
| Other Non-op | $177M | $109M | $113M | $-400.0K | $-9M | $16M | $26M | $2M | $7M | $-700.0K | $0 | $0 | |
| Pretax Income | $1.09B | $709M | $710M | $391M | $257M | $298M | $104M | $-126M | $-49M | $-65M | $-58M | $-22M | |
| Income Tax | $252M | $133M | $169M | $50M | $40M | $-252M | $3M | $600.0K | $2M | $700.0K | $100.0K | $100.0K | |
| Net Income | $836M | $576M | $542M | $341M | $217M | $550M | $101M | $-127M | $-50M | $-66M | $-58M | $-22M | |
| EPS (Basic) | $2.14 | $1.46 | $1.40 | $0.88 | $0.56 | $1.46 | $1.11 | $-1.44 | $-0.58 | · | · | · | |
| EPS (Diluted) | $2.09 | $1.42 | $1.30 | $0.82 | $0.53 | $1.33 | $1.10 | $-1.44 | $-0.58 | · | · | · | |
| Shares (Basic) | 390,200,000 | 393,600,000 | 386,000,000 | 389,400,000 | 386,900,000 | 377,500,000 | 91,100,000 | 88,200,000 | 86,300,000 | · | · | · | |
| Shares (Diluted) | 405,500,000 | 412,700,000 | 425,500,000 | 427,500,000 | 428,800,000 | 420,400,000 | 92,300,000 | 88,200,000 | 86,300,000 | · | · | · | |
| EBITDA | $1.16B | $818M | $784M | $547M | $368M | $367M | $191M | $-157M | $-26M | $-49M | $-46M | $-13M |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $918M | $606M | $566M | $642M | $1.05B | $818M | $446M | $1.14B | $442M | $94M | $86M | $72M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $93M | $23M | · | · | |
| Receivables | $1.22B | $1.01B | $974M | $713M | $514M | $428M | $286M | $227M | $134M | $102M | $74M | $42M | |
| Inventory | $629M | $543M | $560M | $307M | $357M | $235M | $120M | $71M | $45M | $45M | $35M | $16M | |
| Prepaid Expense | $189M | $174M | $168M | $193M | $82M | $54M | $30M | $16M | $17M | $9M | $7M | $4M | |
| Other Current Assets | $29M | $29M | $49M | $27M | $27M | · | · | · | · | · | · | · | |
| Current Assets | $4.03B | $4.30B | $4.43B | $3.67B | $3.68B | $3.42B | $1.97B | $1.70B | $745M | $280M | $231M | $146M | |
| PP&E (Net) | · | · | · | $1.06B | $802M | $515M | $321M | $183M | $146M | $109M | $55M | $31M | |
| PP&E (Gross) | · | · | · | $1.42B | $1.03B | $670M | $426M | $263M | $200M | $157M | $93M | $64M | |
| Accum. Depreciation | · | · | · | $363M | $232M | $154M | $105M | $80M | $55M | $47M | $38M | $33M | |
| Goodwill | $24M | $23M | $25M | $26M | $26M | $19M | $19M | $19M | $12M | $11M | $4M | $3M | |
| Intangibles | $71M | $103M | $134M | $173M | $32M | · | · | · | · | $200.0K | $2M | $3M | |
| Other Non-current Assets | $279M | $173M | $75M | $47M | $10M | $21M | $14M | $15M | $2M | $2M | $100.0K | $600.0K | |
| Total Assets | $6.34B | $6.48B | $6.26B | $5.39B | $4.93B | $4.29B | $2.40B | $1.92B | $904M | $403M | $292M | $185M | |
| Current Liabilities | $2.14B | $2.93B | $1.56B | $1.84B | $721M | $614M | $360M | $222M | $139M | $102M | $67M | $41M | |
| Capital Leases | $73M | $65M | $80M | $95M | $99M | $102M | $72M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | $5M | $6M | $0 | · | · | · | · | · | · | |
| Other Non-current Liabilities | $137M | $148M | $126M | $128M | $90M | $81M | $20M | $20M | $18M | $17M | $4M | $2M | |
| Total Liabilities | $3.59B | $4.38B | $4.20B | $3.26B | $2.89B | $2.46B | $1.51B | $1.25B | $485M | $119M | $71M | $44M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $5M | |
| Retained Earnings | $2.43B | $1.60B | $1.02B | $480M | $139M | $-78M | $-696M | $-799M | $-672M | $-621M | $-555M | $-498M | |
| Treasury Stock | $2.08B | $1.58B | $2.45B | $595M | $206M | $100M | $100M | $100M | $0 | · | · | · | |
| AOCI | $115M | $-8M | $-17M | $-12M | $500.0K | $3M | $2M | $2M | $-3M | $-1M | $-300.0K | $-100.0K | |
| Stockholders' Equity | $2.75B | $2.10B | $2.07B | $2.13B | $2.04B | $1.55B | $883M | $663M | $419M | $284M | $221M | $140M | |
| Liabilities + Equity | $6.34B | $6.48B | $6.26B | $5.39B | $4.93B | $4.29B | $2.40B | $1.92B | $904M | $403M | $292M | $185M | |
| Shares Outstanding | 384,800,000 | 390,700,000 | 385,400,000 | 386,300,000 | 388,000,000 | 384,400,000 | 366,400,000 | 90,000,000 | 87,000,000 | 84,600,000 | 81,700,000 | 77,300,000 |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $252M | $218M | $186M | $156M | $102M | $67M | $49M | $29M | $16M | $15M | $11M | $8M | |
| Stock-based Comp | $160M | $170M | $151M | $126M | $113M | $119M | $103M | $102M | $106M | $111M | $83M | $50M | |
| Deferred Tax | $182M | $-44M | $-55M | $-22M | $16M | $-260M | $200.0K | $-2M | $0 | $-200.0K | $0 | $0 | |
| Amort. of Intangibles | $4M | $7M | $8M | $8M | $4M | $2M | · | · | · | $700.0K | $500.0K | $600.0K | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $11M | $69M | $-75M | $68M | $77M | $73M | $62M | $122M | $20M | $-4M | $13M | $-12M | |
| Operating Cash Flow | $1.44B | $990M | $748M | $670M | $442M | $476M | $314M | $123M | $92M | $56M | $49M | $24M | |
| CapEx | $364M | $359M | $237M | $365M | $389M | $199M | $180M | $67M | $66M | $56M | $33M | $16M | |
| Investing Cash Flow | $536M | $-208M | $-507M | $-522M | $-216M | $-1.02B | $-1.02B | $-140M | $-144M | $-56M | $-52M | $-17M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | $-2M | $-2M | $-2M | |
| Stock Issued | $28M | $28M | $27M | $22M | $20M | $15M | $12M | $11M | $10M | $10M | $19M | $24M | |
| Stock Repurchased | $500M | $750M | $689M | $558M | $0 | $0 | $0 | $100M | $0 | $0 | · | · | |
| Net Stock Activity | $-472M | $-722M | $-662M | $-535M | $20M | $15M | $12M | $-89M | $10M | $10M | $19M | $24M | |
| Financing Cash Flow | $-1.69B | $-735M | $-319M | $-552M | $10M | $912M | $11M | $710M | $399M | $8M | $17M | $22M | |
| Net Change in Cash | $312M | $40M | $-76M | $-410M | $235M | $372M | $-691M | $696M | $347M | $8M | $14M | $29M | |
| Taxes Paid | $94M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.08B | $631M | $512M | $305M | $53M | $277M | $134M | $56M | $26M | $500.0K | $16M | $7M | |
| Levered FCF | · | · | $496M | $288M | $-36M | $91M | $76M | $33M | $13M | $-207.6K | $15M | $7M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 60.1% | 60.5% | 63.2% | 64.7% | 68.6% | 66.4% | 63.1% | 64.4% | · | · | · | · | |
| Operating Margin | 19.6% | 14.9% | 16.5% | 13.4% | 10.9% | 15.5% | 9.6% | -18.1% | · | · | · | · | |
| Net Margin | 17.9% | 14.3% | 14.9% | 11.7% | 6.3% | 25.6% | 6.9% | -12.3% | · | · | · | · | |
| Pretax Margin | 23.4% | 17.6% | 19.6% | 13.4% | 7.1% | 11.7% | 7.1% | -12.3% | · | · | · | · | |
| EBITDA Margin | 25.0% | 20.3% | 21.6% | 18.8% | 15.0% | 19.0% | 12.9% | -15.2% | · | · | · | · | |
| ROA | 13.0% | 9.0% | 9.3% | 6.6% | 3.4% | 14.8% | 4.7% | -9.0% | -7.7% | -18.9% | -24.2% | -14.6% | |
| ROE | 31.4% | 28.2% | 25.0% | 17.2% | 7.4% | 29.7% | 12.3% | -20.7% | -14.3% | -26.0% | -31.9% | -20.0% | |
| ROIC | 25.5% | 23.2% | 22.0% | 16.0% | 10.5% | 36.0% | 15.6% | -28.2% | -10.5% | -22.8% | -25.9% | -15.4% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.5 | 2.8 | 2.0 | 5.1 | 5.6 | 5.5 | 7.6 | 5.4 | 2.7 | 3.5 | 3.6 | |
| Quick Ratio | 1.0 | 0.5 | 1.0 | 0.7 | 2.2 | 2.0 | 2.0 | 6.1 | 4.8 | 2.1 | 2.4 | 1.8 | |
| Interest Coverage | · | · | 29.4 | 21.0 | 2.6 | 3.5 | 2.4 | -8.2 | -3.3 | -91.3 | -142.8 | -26.9 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 | 0.7 | · | · | · | · | |
| Inventory Turnover | 3.2 | 2.9 | 3.1 | 3.1 | 2.6 | 3.6 | 5.7 | 6.3 | 5.0 | 4.8 | 4.8 | 6.6 | |
| Receivables Turnover | 4.2 | 4.1 | 4.3 | 4.7 | 5.2 | 5.4 | 5.8 | 5.7 | · | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 15.6% | 11.3% | 24.5% | 18.8% | 27.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.0% | 18.1% | 23.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 47.2% | 9.2% | 58.5% | 54.7% | -60.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 36.6% | 38.9% | -0.76% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 45.1% | 6.4% | 58.7% | 57.3% | -60.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 34.8% | 38.5% | -0.50% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.66B | $4.03B | $3.62B | $2.91B | $2.45B | $1.93B | $1.48B | $1.03B | $718M | $573M | $402M | $259M | |
| Net Income TTM | $836M | $576M | $542M | $341M | $217M | $550M | $101M | $-127M | $-50M | $-66M | $-58M | $-22M | |
| Market Cap | $25.54B | $30.38B | $47.82B | $43.74B | $13.02B | $8.88B | $5.01B | $2.70B | $1.25B | $1.26B | $1.67B | $1.06B | |
| P/E | 31.8 | 54.8 | 95.5 | 138.1 | 253.3 | 69.5 | 49.7 | -20.8 | -24.7 | · | · | · | |
| P/S | 5.5 | 7.5 | 13.2 | 15.0 | 5.3 | 4.6 | 3.4 | 2.6 | 1.7 | 2.2 | 4.2 | 4.1 | |
| P/B | 9.3 | 14.5 | 23.1 | 20.5 | 5.8 | 4.9 | 5.7 | 4.1 | 3.0 | 4.4 | 7.6 | 7.6 | |
| P / Tangible Book | 9.6 | 15.4 | 25.1 | 22.6 | 6.6 | 5.8 | · | · | · | · | · | · | |
| P / Cash Flow | 17.7 | 30.7 | 63.9 | 65.3 | 29.4 | 18.7 | 15.9 | 21.9 | 13.6 | 22.5 | 34.1 | 45.1 | |
| P / FCF | 23.7 | 48.2 | 93.4 | 143.6 | 244.3 | 32.1 | 37.2 | 48.0 | 48.0 | 2525.3 | 106.5 | 143.8 | |
| Earnings Yield | 3.1% | 1.8% | 1.1% | 0.72% | 0.39% | 1.4% | 2.0% | -4.8% | -4.0% | · | · | · |
Estado de resultados 17
| 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 | $1.31B | $1.19B | $1.26B | $1.21B | $1.16B | $1.04B | $1.11B | $994M | $1.00B | $921M | $1.03B | $975M | $871M | $742M | $815M | $770M | |
| Cost of Revenue | $478M | $442M | $467M | $478M | $468M | $447M | $458M | $400M | $378M | $359M | $378M | $352M | $325M | $279M | $274M | $275M | |
| Gross Profit | $830M | $750M | $793M | $731M | $689M | $589M | $656M | $594M | $627M | $562M | $657M | $623M | $546M | $463M | $541M | $494M | |
| R&D Expense | $153M | $145M | $148M | $158M | $148M | $145M | $140M | $135M | $136M | $142M | $136M | $131M | $119M | $119M | $116M | $110M | |
| SG&A Expense | $359M | $350M | $322M | $331M | $328M | $310M | $327M | $306M | $333M | $319M | $304M | $286M | $299M | $296M | $305M | $235M | |
| Operating Expenses | $512M | $495M | $470M | $489M | $476M | $455M | $467M | $442M | $469M | $461M | $440M | $418M | $418M | $415M | $416M | $347M | |
| Operating Income | $318M | $255M | $323M | $242M | $213M | $134M | $189M | $152M | $158M | $101M | $217M | $206M | $128M | $47M | $125M | $148M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $5M | · | $5M | $6M | $5M | · | $5M | |
| Other Non-op | $-800.0K | $14M | $18M | $110M | $28M | $21M | $22M | $25M | $30M | $31M | $29M | $35M | $31M | $17M | $-1M | $-1M | |
| Pretax Income | $318M | $270M | $341M | $352M | $241M | $154M | $211M | $177M | $188M | $132M | $246M | $240M | $159M | $64M | $133M | $146M | |
| Income Tax | $68M | $70M | $73M | $68M | $61M | $49M | $60M | $43M | $44M | $-14M | $-10M | $120M | $43M | $16M | $41M | $45M | |
| Net Income | $249M | $200M | $267M | $284M | $180M | $105M | $152M | $135M | $144M | $146M | $256M | $121M | $116M | $49M | $92M | $101M | |
| EPS (Basic) | $0.65 | $0.52 | $0.68 | $0.73 | $0.46 | $0.27 | $0.38 | $0.34 | $0.36 | $0.38 | $0.66 | $0.31 | $0.30 | $0.13 | $0.24 | $0.26 | |
| EPS (Diluted) | $0.64 | $0.51 | $0.67 | $0.70 | $0.45 | $0.27 | $0.37 | $0.34 | $0.35 | $0.36 | $0.61 | $0.29 | $0.28 | $0.12 | $0.23 | $0.24 | |
| Shares (Basic) | 382,200,000 | 385,100,000 | -784,100,000 | 391,100,000 | 392,100,000 | 391,100,000 | -790,000,000 | 394,200,000 | 399,200,000 | 390,200,000 | -774,000,000 | 386,600,000 | 386,700,000 | 386,700,000 | -781,800,000 | 389,800,000 | |
| Shares (Diluted) | 390,100,000 | 393,600,000 | -817,600,000 | 407,400,000 | 408,200,000 | 407,500,000 | -831,000,000 | 410,200,000 | 416,800,000 | 416,700,000 | -851,300,000 | 426,800,000 | 431,500,000 | 418,500,000 | -848,400,000 | 425,800,000 | |
| EBITDA | $386M | $322M | · | $306M | $276M | $194M | · | $152M | $158M | $154M | · | $206M | $128M | $89M | · | $148M |
Balance general 24
| 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 | $1.12B | $918M | $1.84B | $1.16B | $905M | $606M | $621M | $939M | $851M | $566M | $644M | $1.19B | $623M | $642M | $698M | |
| Receivables | $1.26B | $1.09B | $1.22B | $1.11B | $1.35B | $1.16B | $1.01B | $1.00B | $945M | $979M | · | $786M | $751M | $637M | · | $564M | |
| Inventory | $726M | $694M | $629M | $604M | $571M | $538M | $543M | $586M | $570M | $589M | · | $499M | $421M | $366M | · | $311M | |
| Prepaid Expense | $156M | $134M | $189M | $184M | $181M | $159M | $174M | $182M | $212M | $156M | · | $174M | $195M | $198M | · | $152M | |
| Other Current Assets | $37M | $30M | $29M | $34M | $46M | $43M | $29M | $48M | $48M | $40M | · | $41M | $58M | $43M | · | $28M | |
| Current Assets | $4.09B | $4.33B | $4.03B | $5.22B | $5.03B | $4.55B | $4.30B | $4.26B | $4.85B | $4.62B | · | $4.70B | $5.00B | $3.77B | · | $3.40B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | · | $1.08B | · | $1.00B | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | · | · | $1.47B | · | $1.34B | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | · | · | $394M | · | $338M | |
| Goodwill | $24M | $24M | $24M | $24M | $24M | $23M | $23M | $24M | $23M | $23M | · | $25M | $26M | $26M | · | $25M | |
| Intangibles | $102M | $63M | $71M | $79M | $87M | $95M | $103M | $106M | $114M | $123M | · | $144M | $154M | $164M | · | $24M | |
| Other Non-current Assets | $274M | $286M | $279M | $276M | $176M | $168M | $173M | $88M | $83M | $78M | · | $74M | $67M | $57M | · | $34M | |
| Total Assets | $6.46B | $6.63B | $6.34B | $7.50B | $7.33B | $6.75B | $6.48B | $6.35B | $6.80B | $6.48B | · | $6.60B | $6.82B | $5.52B | · | $4.90B | |
| Current Liabilities | $2.36B | $2.22B | $2.14B | $3.34B | $3.31B | $3.04B | $2.93B | $1.73B | $1.72B | $1.59B | · | $1.68B | $2.07B | $1.86B | · | $900M | |
| Capital Leases | $83M | $69M | $73M | $51M | $55M | $60M | $65M | $71M | $77M | $76M | · | $83M | $87M | $90M | · | $82M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $5M | $5M | $5M | · | $5M | |
| Other Non-current Liabilities | $151M | $142M | $137M | $147M | $152M | $150M | $148M | $130M | $128M | $129M | · | $134M | $133M | $130M | · | $123M | |
| Total Liabilities | $3.83B | $3.68B | $3.59B | $4.77B | $4.75B | $4.49B | $4.38B | $4.37B | $4.36B | $4.24B | · | $4.33B | $4.72B | $3.28B | · | $3.07B | |
| Retained Earnings | $2.88B | $2.63B | $2.43B | $2.17B | $1.88B | $1.70B | $1.60B | $1.45B | $1.31B | $1.17B | · | $765M | $644M | $528M | · | $388M | |
| Treasury Stock | $2.73B | $2.12B | $2.08B | $1.77B | $1.58B | $1.58B | $1.58B | $1.58B | $832M | $1.39B | · | $2.08B | $784M | $595M | · | $595M | |
| AOCI | $90M | $106M | $115M | $82M | $84M | $2M | $-8M | $63M | $-38M | $-37M | · | $-36M | $-29M | $-6M | · | $-41M | |
| Stockholders' Equity | $2.62B | $2.96B | $2.75B | $2.73B | $2.57B | $2.27B | $2.10B | $1.98B | $2.43B | $2.25B | $2.07B | $2.27B | $2.10B | $2.23B | $2.13B | $1.82B | |
| Liabilities + Equity | $6.46B | $6.63B | $6.34B | $7.50B | $7.33B | $6.75B | $6.48B | $6.35B | $6.80B | $6.48B | · | $6.60B | $6.82B | $5.52B | · | $4.90B | |
| Shares Outstanding | 377,400,000 | 385,900,000 | 384,800,000 | 390,000,000 | 392,200,000 | 392,100,000 | 390,700,000 | 390,600,000 | 400,700,000 | 396,100,000 | 385,400,000 | 386,400,000 | 386,100,000 | 387,600,000 | 386,300,000 | 386,200,000 |
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 | $68M | $67M | $65M | $64M | $63M | $60M | $58M | $55M | $52M | $52M | $52M | $48M | $44M | $42M | $36M | $39M | |
| Stock-based Comp | $39M | $43M | $35M | $45M | $45M | $34M | $43M | $43M | $45M | $39M | $37M | $39M | $40M | $35M | $34M | $31M | |
| Deferred Tax | $-300.0K | $300.0K | $79M | $118M | $-9M | $-6M | $24M | $-12M | $-15M | $-42M | $82M | $-85M | $-42M | $-9M | $32M | $-34M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $3M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $215M | · | · | · | $-10M | · | · | · | $13M | · | · | · | $39M | · | · | |
| Operating Cash Flow | $269M | $526M | $294M | $660M | $303M | $184M | $301M | $200M | $279M | $209M | $134M | $269M | $190M | $155M | $132M | $293M | |
| CapEx | $85M | $77M | $102M | $80M | $94M | $87M | $125M | $111M | $66M | $57M | $52M | $50M | $59M | $75M | $64M | $108M | |
| Investing Cash Flow | $330M | $-298M | $307M | $193M | $-64M | $100M | $-304M | $210M | $-189M | $75M | $415M | $-180M | $-556M | $-187M | $-194M | $229M | |
| Stock Issued | $0 | $13M | $0 | $14M | $0 | $14M | $0 | $15M | $0 | $13M | $0 | $14M | $0 | $12M | $0 | $12M | |
| Stock Repurchased | · | · | $313M | $187M | · | · | $0 | $750M | · | · | $500M | $0 | · | · | $0 | $558M | |
| Net Stock Activity | · | $13M | · | · | · | $14M | · | · | · | $13M | · | · | · | $12M | · | · | |
| Financing Cash Flow | $-607M | $-25M | $-1.52B | $-175M | $-2M | $12M | $-2M | $-736M | $-1M | $5M | $-632M | $-637M | $940M | $11M | $-1M | $-552M | |
| Net Change in Cash | $-13M | $199M | $-918M | $677M | $254M | $299M | $-15M | $-318M | $88M | $285M | $-77M | $-551M | $572M | $-19M | $-56M | $-37M | |
| Free Cash Flow | · | $449M | · | · | · | $97M | · | · | · | $152M | · | · | · | $81M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $147M | · | · | · | $77M | · | · |
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 | 63.4% | 62.9% | · | 60.5% | 59.5% | 56.9% | · | 59.7% | 62.4% | 61.0% | · | 63.9% | 62.7% | 62.4% | · | 64.2% | |
| Operating Margin | 24.3% | 21.4% | · | 20.1% | 18.4% | 12.9% | · | 15.3% | 15.7% | 11.0% | · | 21.1% | 14.7% | 6.4% | · | 19.2% | |
| Net Margin | 19.0% | 16.7% | · | 23.5% | 15.5% | 10.2% | · | 13.5% | 14.3% | 15.9% | · | 12.4% | 13.3% | 6.6% | · | 13.2% | |
| Pretax Margin | 24.3% | 22.6% | · | 29.1% | 20.8% | 14.9% | · | 17.8% | 18.7% | 14.4% | · | 24.7% | 18.3% | 8.7% | · | 19.0% | |
| EBITDA Margin | 29.5% | 27.1% | · | 25.3% | 23.8% | 18.7% | · | 15.3% | 15.7% | 16.7% | · | 21.1% | 14.7% | 12.0% | · | 19.2% | |
| ROA | 3.6% | 3.0% | · | 4.1% | 2.5% | 1.6% | · | 2.1% | 2.1% | 2.4% | · | 2.1% | 1.9% | 0.92% | · | 2.1% | |
| ROE | 9.6% | 7.6% | · | 12.1% | 7.2% | 4.7% | · | 6.3% | 6.3% | 6.5% | · | 5.9% | 5.3% | 2.2% | · | 5.1% | |
| ROIC | 9.5% | 6.4% | · | 7.2% | 6.2% | 4.0% | · | 5.8% | 5.0% | 5.0% | · | 4.5% | 4.4% | 1.6% | · | 5.6% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.9 | · | 1.6 | 1.5 | 1.5 | · | 2.5 | 2.8 | 2.9 | · | 2.8 | 2.4 | 2.0 | · | 3.8 | |
| Quick Ratio | 1.0 | 1.0 | · | 0.9 | 0.8 | 0.7 | · | 0.9 | 1.1 | 1.1 | · | 0.9 | 0.9 | 0.7 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 22.0 | · | 41.9 | 21.7 | 10.3 | · | 32.1 |
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 | 0.1 | 0.2 | · | 0.2 | 0.1 | 0.1 | · | 0.2 | |
| Inventory Turnover | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.8 | |
| Receivables Turnover | 1.0 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.1 | 1.2 | 1.1 | · | 1.4 | 1.3 | 1.3 | · | 1.4 |
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 | $4.87B | $4.59B | · | $4.40B | $4.19B | $3.96B | · | $3.89B | $3.77B | $3.51B | · | $3.36B | $3.08B | $2.84B | · | $2.74B | |
| Net Income TTM | $912M | $768M | · | $704M | $563M | $530M | · | $545M | $526M | $432M | · | $386M | $317M | $298M | · | $337M | |
| Market Cap | $25.42B | $24.23B | · | $26.24B | $34.24B | $26.78B | · | $26.19B | $45.43B | $54.94B | · | $36.05B | $49.62B | $45.03B | · | $31.10B | |
| P/E | 29.3 | 32.5 | · | 38.2 | 61.9 | 51.7 | · | 50.0 | 88.6 | 132.1 | · | 100.3 | 169.1 | 163.6 | · | 100.7 | |
| P/S | 5.2 | 5.3 | · | 6.0 | 8.2 | 6.8 | · | 6.7 | 12.0 | 15.7 | · | 10.7 | 16.1 | 15.9 | · | 11.3 | |
| P/B | 9.7 | 8.2 | · | 9.6 | 13.3 | 11.8 | · | 13.2 | 18.7 | 24.5 | · | 15.9 | 23.6 | 20.2 | · | 17.0 | |
| P / Tangible Book | 10.2 | 8.4 | · | 10.0 | 13.9 | 12.5 | · | 14.2 | 19.8 | 26.2 | · | 17.2 | 25.8 | 22.0 | · | 17.5 | |
| P / Cash Flow | · | 46.1 | · | · | · | 145.7 | · | · | · | 262.6 | · | · | · | 289.8 | · | · | |
| P / FCF | · | 54.0 | · | · | · | 276.6 | · | · | · | 360.7 | · | · | · | 558.0 | · | · | |
| Earnings Yield | 3.4% | 3.1% | · | 2.6% | 1.6% | 1.9% | · | 2.0% | 1.1% | 0.76% | · | 1.0% | 0.59% | 0.61% | · | 0.99% |
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 | $4.66B | $4.03B | $3.62B | $2.91B | $2.45B |
| Margen Bruto % | 60.1% | 60.5% | 63.2% | 64.7% | 68.6% |
| Margen Operativo % | 19.6% | 14.9% | 16.5% | 13.4% | 10.9% |
| Beneficio neto | $836M | $576M | $542M | $341M | $217M |
| EPS Diluido | $2.09 | $1.42 | $1.30 | $0.82 | $0.53 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.9 | 1.5 | 2.8 | 2.0 | 5.1 |
| Ratio Rápido | 1.0 | 0.5 | 1.0 | 0.7 | 2.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.08B | $631M | $512M | $305M | $53M |
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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Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
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Propietarios institucionales (13F) 1 087 declarantes · $16.0B 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 |
|---|---|---|---|---|
| 131 (-28 vs trimestre anterior) | 96 (+4 vs trimestre anterior) | 386 (+17 vs trimestre anterior) | 352 (+6 vs trimestre anterior) | +42.0M |
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 | $1 697 876 797 | 25 209 752 | 10,61% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 323 867 969 | 19 656 540 | 8,27% | Acciones |
| STATE STREET CORP | $1 237 947 284 | 18 380 806 | 7,73% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $751 533 926 | 11 199 611 | 4,70% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $734 346 085 | 11 693 409 | 4,59% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $545 031 559 | 8 092 525 | 3,41% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $462 914 937 | 6 873 273 | 2,89% | Acciones |
| NORGES BANK | $462 565 862 | 6 868 090 | 2,89% | Acciones |
| Castle Hook Partners LP | $260 667 534 | 3 870 342 | 1,63% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $231 614 091 | 3 438 962 | 1,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $206 860 340 | 3 071 423 | 1,29% | Acciones |
| JANUS HENDERSON GROUP PLC | $162 720 013 | 2 591 083 | 1,02% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $152 790 681 | 2 268 607 | 0,95% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $149 327 006 | 2 217 179 | 0,93% | Acciones |
| Employees Provident Fund Board | $147 498 453 | 2 190 029 | 0,92% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $129 989 908 | 2 069 903 | 0,81% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $114 711 656 | 1 703 218 | 0,72% | Acciones |
| BLAIR WILLIAM & CO/IL | $112 182 565 | 1 665 665 | 0,70% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $109 834 111 | 1 630 796 | 0,69% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $102 869 971 | 1 527 394 | 0,64% | Acciones |
| BANK OF AMERICA CORP /DE/ | $97 103 277 | 1 441 771 | 0,61% | Acciones |
| AMERIPRISE FINANCIAL INC | $93 336 259 | 1 385 802 | 0,58% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $92 130 221 | 1 367 932 | 0,58% | Acciones |
| DSM CAPITAL PARTNERS LLC | $91 537 742 | 1 359 135 | 0,57% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $89 939 931 | 1 335 411 | 0,56% | Acciones |
| ROYAL BANK OF CANADA | $88 321 000 | 1 311 368 | 0,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $87 360 493 | 1 297 112 | 0,55% | Acciones |
| CI INVESTMENTS INC. | $86 724 103 | 1 287 663 | 0,54% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $85 826 193 | 1 274 331 | 0,54% | Acciones |
| BANK OF NOVA SCOTIA | $85 283 937 | 1 266 285 | 0,53% | Acciones |
| DNB Asset Management AS | $84 543 377 | 1 255 284 | 0,53% | Acciones |
| Nearwater Capital Markets, Ltd | $84 187 500 | 1 250 000 | 0,53% | Acciones |
| Stephens Investment Management Group LLC | $81 126 645 | 1 204 553 | 0,51% | Acciones |
| Swedbank AB | $78 528 215 | 1 165 972 | 0,49% | Acciones |
| BlackRock, Inc. | $77 389 460 | 1 149 064 | 0,48% | Acciones |
| FMR LLC | $77 274 023 | 1 147 350 | 0,48% | Acciones |
| CITADEL ADVISORS LLC | $75 864 589 | 1 126 423 | 0,47% | Acciones |
| FIRST TRUST ADVISORS LP | $74 838 523 | 1 111 188 | 0,47% | Acciones |
| HSBC HOLDINGS PLC | $73 861 872 | 1 080 800 | 0,46% | Opción de compra |
| Swiss National Bank | $73 108 425 | 1 085 500 | 0,46% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $71 040 241 | 1 054 792 | 0,44% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $67 343 265 | 999 900 | 0,42% | Acciones |
| CITADEL ADVISORS LLC | $64 656 000 | 960 000 | 0,40% | Opción de venta |
| Legal & General Group Plc | $64 638 083 | 959 734 | 0,40% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $64 478 600 | 957 366 | 0,40% | Acciones |
| BAILLIE GIFFORD & CO | $63 928 755 | 949 202 | 0,40% | Acciones |
| CIBC Bancorp USA Inc. | $62 958 645 | 932 286 | 0,39% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $61 865 555 | 918 568 | 0,39% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $59 044 465 | 876 681 | 0,37% | Acciones |
| Chicago Capital, LLC | $58 393 062 | 867 009 | 0,36% | Acciones |
| Fisher Funds Management LTD | $56 637 983 | 840 950 | 0,35% | Acciones |
| Vanguard Global Advisers, LLC | $56 107 871 | 833 079 | 0,35% | Acciones |
| JANE STREET GROUP, LLC | $56 062 140 | 832 400 | 0,35% | Opción de compra |
| Bellevue Group AG | $55 394 634 | 822 489 | 0,35% | Acciones |
| Tri Locum Partners LP | $55 259 261 | 820 479 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $51 735 803 | 768 165 | 0,32% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $51 168 667 | 759 743 | 0,32% | Acciones |
| UBS Group AG | $51 066 858 | 758 231 | 0,32% | Acciones |
| Allianz Asset Management GmbH | $50 820 963 | 809 251 | 0,32% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50 518 000 | 750 088 | 0,32% | Acciones |
| BARCLAYS PLC | $50 351 331 | 747 607 | 0,31% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $49 968 851 | 741 928 | 0,31% | Acciones |
| TWO SIGMA ADVISERS, LP | $49 649 804 | 748 076 | 0,31% | Acciones |
| Smith Group Asset Management, LLC | $47 235 720 | 701 347 | 0,30% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $46 761 576 | 694 307 | 0,29% | Acciones |
| Assenagon Asset Management S.A. | $46 716 317 | 693 635 | 0,29% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $46 117 886 | 684 750 | 0,29% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $44 760 810 | 664 600 | 0,28% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $44 759 530 | 664 581 | 0,28% | Acciones |
| Capital International Investors | $44 585 633 | 661 999 | 0,28% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $44 543 875 | 661 379 | 0,28% | Acciones |
| Pictet Asset Management Holding SA | $44 534 379 | 661 238 | 0,28% | Acciones |
| National Pension Service | $44 471 811 | 660 309 | 0,28% | Acciones |
| California Public Employees Retirement System | $42 988 899 | 638 291 | 0,27% | Acciones |
| Korea Investment CORP | $42 608 237 | 632 639 | 0,27% | Acciones |
| ING GROEP NV | $41 334 513 | 613 727 | 0,26% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $41 226 753 | 612 127 | 0,26% | Acciones |
| MIG Capital, LLC | $40 190 154 | 605 547 | 0,25% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $39 472 718 | 584 004 | 0,25% | Acciones |
| Quantinno Capital Management LP | $39 303 248 | 583 567 | 0,25% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $36 898 831 | 587 561 | 0,23% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $36 855 267 | 547 220 | 0,23% | Acciones |
| FACTORY MUTUAL INSURANCE CO | $36 222 851 | 537 830 | 0,23% | Acciones |
| Woodline Partners LP | $36 146 880 | 536 702 | 0,23% | Acciones |
| Parkman Healthcare Partners LLC | $36 016 557 | 534 767 | 0,23% | Acciones |
| MARSHALL WACE, LLP | $35 884 349 | 532 804 | 0,22% | Acciones |
| Walleye Trading LLC | $35 823 465 | 531 900 | 0,22% | Opción de compra |
| EVENTIDE ASSET MANAGEMENT, LLC | $33 574 377 | 498 202 | 0,21% | Acciones |
| Blue Sparrow, LLC /DE | $32 368 410 | 480 600 | 0,20% | Acciones |
| Trexquant Investment LP | $31 938 380 | 474 215 | 0,20% | Acciones |
| Cubist Systematic Strategies, LLC | $31 905 647 | 474 151 | 0,20% | Acciones |
| UBS Group AG | $31 896 960 | 473 600 | 0,20% | Opción de venta |
| Mitsubishi UFJ Trust & Banking Corp | $31 227 164 | 463 655 | 0,20% | Acciones |
| USS Investment Management Ltd | $30 910 132 | 459 050 | 0,19% | Acciones |
| OFI INVEST ASSET MANAGEMENT | $29 454 211 | 500 000 | 0,18% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $29 397 534 | 436 489 | 0,18% | Acciones |
| ProShare Advisors LLC | $28 566 636 | 424 152 | 0,18% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $28 528 135 | 427 840 | 0,18% | Acciones |
| SIRIOS CAPITAL MANAGEMENT L P | $28 315 152 | 420 418 | 0,18% | Acciones |
| Bridgewater Associates, LP | $27 002 568 | 400 929 | 0,17% | Acciones |
Informantes de la empresa 60 insiders · 36 directivos · 23 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jacob Steven Leach | President, CEO, and Director | 22 de mayo de 2026 F | 420 359 | 2 | 0 | $1 001 761 |
| Andrew P Rasdal | President & CEO | 2 de mayo de 2006 M | 2 944 | 0 | 0 | $0 |
| Jess Roper | SVP, CFO | 22 de marzo de 2017 S | 8 452 | 0 | 0 | $0 |
| Steven J Kemper | Chief Financial Officer | 15 de mayo de 2007 A | 26 255 | 0 | 0 | $0 |
| Quentin S. Blackford | Chief Operating Officer | 10 de septiembre de 2021 S | 19 280 | 0 | 0 | $0 |
| Kevin R Sayer | Executive Chair | 20 de julio de 2026 S | 328 970 | 0 | 3 | $-5 895 098 |
| Jon Coleman | EVP, Chief Commercial Officer | 4 de junio de 2026 S | 95 450 | 0 | 2 | $-722 628 |
| Sadie Stern | EVP Chief People & Culture Off | 22 de mayo de 2026 F | 130 059 | 0 | 1 | $-117 280 |
| Jereme M Sylvain | EVP, Chief Financal Officer | 22 de mayo de 2026 F | 151 841 | 0 | 1 | $-357 796 |
| Matthew Vincent Dolan | EVP, Strategy & Corporate Dev | 29 de enero de 2025 S | 42 044 | 0 | 0 | $0 |
| Teri L Lawver | EVP Chief Commercial Officer | 12 de marzo de 2024 S | 66 641 | 0 | 0 | $0 |
| Paul R Flynn | EVP Global Revenue | 18 de diciembre de 2023 D | 48 949 | 0 | 0 | $0 |
| Barry J. Regan | EVP Operations | 18 de diciembre de 2023 D | 58 469 | 0 | 0 | $0 |
| Steven Robert Pacelli | EVP Managing Director Dexcom V | 24 de noviembre de 2023 S | 124 775 | 0 | 0 | $0 |
| Girish Naganathan | EVP Chief Technology Officer | 9 de noviembre de 2023 S | 47 725 | 0 | 0 | $0 |
| Shelly Ramasamy Selvaraj | SVP Chief Information Officer | 11 de septiembre de 2023 D | 48 453 | 0 | 0 | $0 |
| Donald Abbey | EVP Global Business Services I | 10 de marzo de 2023 D | 208 023 | 0 | 0 | $0 |
| Andrew K Balo | EVP Regulatory Strategy Clinic | 10 de marzo de 2023 D | 50 908 | 0 | 0 | $0 |
| Chad Patterson | EVP Global Marketing | 9 de mayo de 2022 S | 13 675 | 0 | 0 | $0 |
| Sumi Shrishrimal | SVP Chief Risk Officer | 9 de marzo de 2022 D | 13 789 | 0 | 0 | $0 |
| Patrick Michael Murphy | EVP, Chief Legal Officer | 9 de septiembre de 2021 S | 16 254 | 0 | 0 | $0 |
| Richard Doubleday | EVP Chief Commercial Officer | 23 de marzo de 2021 S | 6 654 | 0 | 0 | $0 |
| Jeffrey Moy | EVP Operations | 9 de septiembre de 2020 D | 34 784 | 0 | 0 | $0 |
| Heather S Ace | SVP Human Resources | 11 de marzo de 2020 S | 38 584 | 0 | 0 | $0 |
| Terrance H Gregg | Executive Chairman | 16 de julio de 2018 S | 50 882 | 0 | 0 | $0 |
| John Lister | General Manager, EMEA | 9 de marzo de 2017 M | 84 034 | 0 | 0 | $0 |
| Peter Gerhardsson | VP, Int'l Bus. Dev. | 16 de noviembre de 2010 P | 3 387 | 0 | 0 | $0 |
| David Carner | VP, Quality Assurance | 16 de agosto de 2010 A | — | 0 | 0 | $0 |
| Laura Johnson | V.P., Intellectual Property | 12 de marzo de 2010 A | — | 0 | 0 | $0 |
| Richard Yang | V.P., Strategic Affairs | 12 de marzo de 2010 A | — | 0 | 0 | $0 |
| Claudia Graham | VP Marketing | 12 de marzo de 2010 A | 18 741 | 0 | 0 | $0 |
| Rodney L Kellogg | Vice President of Sales | 19 de mayo de 2008 A | — | 0 | 0 | $0 |
| James H Brauker | VP Research & Development | 24 de marzo de 2008 A | 53 125 | 0 | 0 | $0 |
| Mark Brister | VP, Advanced Development Team | 2 de noviembre de 2007 A | 10 967 | 0 | 0 | $0 |
| John Riolo | VP of Quality Assurance | 2 de agosto de 2007 A | — | 0 | 0 | $0 |
| Tae Andrews | Vice President of Marketing | 9 de marzo de 2007 A | — | 0 | 0 | $0 |
| Mark G Foletta | Consejero | 3 de agosto de 2026 S | 48 852 | 0 | 4 | $-627 183 |
| Albert Frederick Osterloh IV | Consejero | 28 de mayo de 2026 A | 8 691 | 0 | 0 | $0 |
| Euan A. Ashley | Consejero | 28 de mayo de 2026 A | 12 731 | 0 | 0 | $0 |
| Rimma Driscoll | Consejero | 28 de mayo de 2026 A | 17 319 | 0 | 0 | $0 |
| Kyle Malady | Consejero | 28 de mayo de 2026 A | 28 242 | 0 | 1 | $-53 934 |
| Richard Alexander Collins | Consejero | 28 de mayo de 2026 A | 5 605 | 0 | 2 | $-389 410 |
| Renee D Gala | Consejero | 28 de mayo de 2026 A | 12 486 | 0 | 0 | $0 |
| Steven R Altman | Consejero | 28 de mayo de 2026 A | 5 565 | 0 | 0 | $0 |
| Karen M Dahut | Consejero | 8 de mayo de 2025 G | 17 779 | 0 | 0 | $0 |
| Eric Topol | Consejero | 8 de mayo de 2025 G | 380 545 | 0 | 0 | $0 |
| Barbara Kahn | Consejero | 18 de mayo de 2024 G | 22 575 | 0 | 0 | $0 |
| Jay S Skyler | Consejero | 18 de mayo de 2023 G | 63 348 | 0 | 0 | $0 |
| Jonathan T Lord MD | Consejero | 1 de septiembre de 2016 S | 52 820 | 0 | 0 | $0 |
| Martin Doordan | Consejero | 1 de junio de 2012 A | 39 633 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 197 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 |
|---|---|---|---|---|
| TMFM · RBB Fund, Inc. | 5,18% | 81 981 NS | 31 de mayo de 2026 | N-PORT |
| HEAL · Global X Funds | 4,89% | 16 599 NS | 31 de mayo de 2026 | N-PORT |
| SNSR · Global X Funds | 4,74% | 161 491 NS | 31 de mayo de 2026 | N-PORT |
| IHI · iShares Trust | 4,54% | 1 828 483 SH | 8 de agosto de 2026 | Diario |
| GDOC · Goldman Sachs ETF Trust | 2,79% | 7 621 NS | 31 de mayo de 2026 | N-PORT |
| TMFG · RBB Fund, Inc. | 2,33% | 112 503 NS | 31 de mayo de 2026 | N-PORT |
| AGNG · Global X Funds | 2,01% | 22 316 NS | 31 de mayo de 2026 | N-PORT |
| HRTS · Tema ETF Trust | 1,92% | 13 512 NS | 31 de mayo de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,91% | 5 848 NS | 30 de abril de 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 1,89% | 952 NS | 30 de abril de 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,72% | 158 549 SH | 8 de agosto de 2026 | Diario |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,42% | 389 654 SH | 8 de agosto de 2026 | Diario |
| TMFX · RBB Fund, Inc. | 1,37% | 5 955 NS | 31 de mayo de 2026 | N-PORT |
| FMED · Fidelity Covington Trust | 1,18% | 6 533 NS | 31 de mayo de 2026 | N-PORT |
| MID · AMERICAN CENTURY ETF TRUST | 1,17% | 15 853 NS | 31 de mayo de 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 1,01% | 10 206 NS | 31 de mayo de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 1,01% | 302 231 NS | 31 de mayo de 2026 | N-PORT |
| LGRO · ALPS ETF Trust | 1,00% | 18 376 NS | 31 de mayo de 2026 | N-PORT |
| QQQG · Pacer Funds Trust | 0,99% | 1 867 NS | 30 de abril de 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,97% | 17 329 NS | 30 de abril de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,92% | 6 459 NS | 30 de abril de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,91% | 4 208 NS | 31 de mayo de 2026 | N-PORT |
| IWP · iShares Trust | 0,91% | 2 217 346 SH | 8 de agosto de 2026 | Diario |
| SDG · iShares Trust | 0,87% | 18 232 SH | 8 de agosto de 2026 | Diario |
| MEDI · Harbor ETF Trust | 0,84% | 3 888 NS | 30 de abril de 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 0,80% | 163 528 NS | 30 de abril de 2026 | N-PORT |
| FWD · AB Active ETFs, Inc. | 0,76% | 296 418 NS | 31 de mayo de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,67% | 56 679 NS | 31 de mayo de 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0,64% | 1 196 NS | 30 de abril de 2026 | N-PORT |
| QNXT · iShares Trust | 0,59% | 2 014 SH | 8 de agosto de 2026 | Diario |
| VOT · VANGUARD INDEX FUNDS | 0,57% | 2 956 203 SH | 8 de agosto de 2026 | Diario |
| IYH · iShares Trust | 0,52% | 229 458 SH | 8 de agosto de 2026 | Diario |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,46% | 1 074 035 SH | 8 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,43% | 209 424 SH | 8 de agosto de 2026 | Diario |
| RXL · ProShares Trust | 0,41% | 4 013 NS | 31 de mayo de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,41% | 2 617 NS | 30 de abril de 2026 | N-PORT |
| IXJ · iShares Trust | 0,40% | 202 443 SH | 8 de agosto de 2026 | Diario |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,38% | 56 496 NS | 30 de abril de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,38% | 1 156 710 SH | 8 de agosto de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,38% | 179 798 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,34% | 23 742 SH | 8 de agosto de 2026 | Diario |
| MMLG · First Trust Exchange-Traded Fund VI… | 0,33% | 4 233 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,33% | 18 233 NS | 31 de mayo de 2026 | N-PORT |
| CURE · Direxion Shares ETF Trust | 0,33% | 7 675 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,32% | 11 239 NS | 31 de mayo de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,32% | 9 251 NS | 31 de mayo de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,32% | 558 304 NS | 31 de mayo de 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,32% | 3 671 NS | 31 de mayo de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,30% | 64 292 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,26% | 7 662 NS | 31 de mayo de 2026 | N-PORT |