MKSI MKS Inc. - Common Stock
NASDAQ · Semiconductors · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 6, 2026
$278,31
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$120,91mínimo 52 semanas
$447,62máximo 52 semanas
Capitalización Bursátil (MRQ)
$18.81B
P/E (TTM)
44.4
BPA (TTM)
$6.27
Ingresos (TTM)
$4.35B
tus insignias
Rango 52S
$121–$448
Calificación del Analista
BUY
Precio Objetivo
$411
P/E
44.4
ROE
15.9%
Margen de Beneficio Neto
10.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
MKSI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$278.31
Capitalización Bursátil (MRQ)
$18.81B
P/E (TTM)
44.4
BPA (TTM)
$6.27
Ingresos (TTM)
$4.35B
Rendimiento div.
0.32%
ROE (TTM)
15.9%
Deuda/Capital (MRQ)
0.5
Rango 52S
$121–$448
MKSI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$3.93B2016-12-31 → 2025-12-31
BPA$4.372016-12-31 → 2025-12-31
Flujo de caja libre$497M2016-12-31 → 2025-12-31
Margen neto10.1%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | MKSI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 44.4promedio 5A ≈20.6 | ≈20.6 | 68.4 | Valor razonable | |
| P/S (TTM) | 4.3promedio 5A ≈2.3 | ≈2.3 | 13.8 | Infravalorado | |
| P/C (MRQ) | 6.3promedio 5A ≈2.9 | ≈2.9 | 10.1 | Valor razonable | |
| EV / EBITDA | 34.7promedio 5A ≈8.6 | ≈8.6 | 31.6 | Infravalorado | |
| Precio / FCF (TTM) | 41.3promedio 5A ≈20.3 | ≈20.3 | · | · | |
| Precio / Flujo de Caja (TTM) | 29.6promedio 5A ≈15.5 | ≈15.5 | 25.1 | Infravalorado | |
| EV / Revenue (EV / Ingresos) | 4.7promedio 5A ≈2.6 | ≈2.6 | · | · | |
| EV / FCF | 36.9promedio 5A ≈28.8 | ≈28.8 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 19.3 | · | · | · |
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 | MKSI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 47.0%promedio 5A ≈46.0% | ≈46.0% | 50.4% | Débil | |
| Margen Operativo (TTM) | 15.7%promedio 5A ≈5.1% | ≈5.1% | 21.2% | En línea | |
| EBITDA Margin (Margen EBITDA) | 13.4%promedio 5A ≈5.1% | ≈5.1% | 21.2% | En línea | |
| Margen antes de impuestos (TTM) | 11.2%promedio 5A ≈-1.1% | ≈-1.1% | 21.7% | Débil | |
| Margen de Beneficio Neto (TTM) | 10.1%promedio 5A ≈-2.0% | ≈-2.0% | 19.7% | Débil | |
| ROA (TTM) | 5.0%promedio 5A ≈0.98% | ≈0.98% | 5.8% | Débil | |
| ROE (TTM) | 15.9%promedio 5A ≈-5.6% | ≈-5.6% | 9.9% | En línea | |
| ROIC | 18.5%promedio 5A ≈9.2% | ≈9.2% | 12.7% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | MKSI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.5promedio 5A ≈0.6 | ≈0.6 | 0.3 | Deuda alta | |
| Ratio corriente (MRQ) | 1.1promedio 5A ≈3.3 | ≈3.3 | 2.5 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 1.2promedio 5A ≈1.1 | ≈1.1 | 1.6 | Baja liquidez | |
| Interest Coverage (Cobertura de Intereses) | 2.5promedio 5A ≈6.2 | ≈6.2 | 20.1 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | MKSI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 9.6%promedio 5A ≈11.5% | ≈11.5% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 3.5%promedio 5A ≈8.7% | ≈8.7% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.0% | · | · | · | |
| EPS YoY (EPS interanual) | 55.5%promedio 5A ≈22.7% | ≈22.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 55.3%promedio 5A ≈24.4% | ≈24.4% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -7.7% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -7.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -4.0% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -3.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | MKSI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.5promedio 5A ≈0.5 | ≈0.5 | 0.7 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.2promedio 5A ≈6.1 | ≈6.1 | 5.3 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$385.4K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo0.32%
Ratio de Pago20.0%
Pago anualizado≈$1.00
CAGR de Dividendos a 5 años≈1.9%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 25, 2026 | $0,25 | USD | ≈0.36% |
| Jun 3, 2026 | $0,25 | USD | ≈0.28% |
| Feb 23, 2026 | $0,25 | USD | ≈0.36% |
| Nov 24, 2025 | $0,22 | USD | ≈0.59% |
| Ago 25, 2025 | $0,22 | USD | ≈0.83% |
| May 27, 2025 | $0,22 | USD | ≈1.0% |
| Feb 24, 2025 | $0,22 | USD | ≈0.88% |
| Nov 25, 2024 | $0,22 | USD | ≈0.76% |
| Ago 26, 2024 | $0,22 | USD | ≈0.75% |
| May 24, 2024 | $0,22 | USD | ≈0.67% |
| Feb 23, 2024 | $0,22 | USD | ≈0.73% |
| Nov 24, 2023 | $0,22 | USD | ≈1.1% |
| Ago 25, 2023 | $0,22 | USD | ≈0.93% |
| May 26, 2023 | $0,22 | USD | ≈0.88% |
| Feb 24, 2023 | $0,22 | USD | ≈0.96% |
| Nov 25, 2022 | $0,22 | USD | ≈1.1% |
| Ago 5, 2022 | $0,22 | USD | ≈0.73% |
| May 26, 2022 | $0,22 | USD | ≈0.74% |
| Feb 25, 2022 | $0,22 | USD | ≈0.58% |
| Nov 26, 2021 | $0,22 | USD | ≈0.55% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
7.2%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $3.30 | $3.02 | 9.2% |
| 31 de marzo de 2026 | $2.30 | $2.08 | 10.3% | |
| 31 de diciembre de 2025 | $2.47 | $2.50 | -1.3% | |
| 30 de septiembre de 2025 | $1.93 | $1.89 | 2.0% | |
| 30 de junio de 2025 | $1.77 | $1.66 | 6.9% | |
| 31 de marzo de 2025 | $1.71 | $1.47 | 16.3% |
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 | $3.93B | $3.59B | $3.62B | $3.55B | $2.95B | $2.33B | $1.90B | $2.08B | $1.92B | $1.30B | $814M | $781M | |
| Cost of Revenue | · | · | · | $2.00B | $1.57B | $1.28B | $1.07B | $1.10B | $1.02B | $730M | $451M | $443M | |
| Gross Profit | $1.84B | $1.71B | $1.64B | $1.55B | $1.38B | $1.05B | $830M | $980M | $891M | $566M | $363M | $338M | |
| R&D Expense | $299M | $271M | $288M | $241M | $200M | $173M | $164M | $136M | $133M | $111M | $68M | $63M | |
| SG&A Expense | $724M | $674M | $675M | $488M | $385M | $353M | $330M | $298M | $290M | $228M | $129M | $132M | |
| Operating Income | $528M | $498M | $-1.55B | $617M | $699M | $454M | $220M | $494M | $407M | $157M | $157M | $135M | |
| Interest Expense | $212M | $284M | $356M | $177M | $25M | $29M | $44M | $17M | $31M | $31M | $143.0K | $72.0K | |
| Other Non-op | $-16M | $2M | $-27M | $-11M | $-9M | $-3M | $-3M | $-2M | $-6M | $-1M | · | · | |
| Pretax Income | $304M | $180M | $-1.93B | $433M | $665M | $423M | $178M | $481M | $448M | $128M | $159M | $136M | |
| Income Tax | $9M | $-10M | $-87M | $100M | $114M | $73M | $37M | $88M | $108M | $23M | $37M | $21M | |
| Net Income | $295M | $190M | $-1.84B | $333M | $551M | $350M | $140M | $393M | $339M | $105M | $122M | $116M | |
| EPS (Basic) | $4.39 | $2.82 | $-27.54 | $5.57 | $9.95 | $6.36 | $2.57 | $7.22 | $6.26 | $1.96 | $2.30 | $2.17 | |
| EPS (Diluted) | $4.37 | $2.81 | $-27.54 | $5.56 | $9.90 | $6.33 | $2.55 | $7.14 | $6.16 | $1.94 | $2.28 | $2.16 | |
| Shares (Basic) | 67,300,000 | 67,300,000 | 66,800,000 | 59,700,000 | 55,400,000 | 55,100,000 | 54,700,000 | 54,400,000 | 54,137,000 | 53,472,000 | 53,282,000 | 53,232,000 | |
| Shares (Diluted) | 67,700,000 | 67,600,000 | 66,800,000 | 59,900,000 | 55,700,000 | 55,300,000 | 55,100,000 | 55,000,000 | 55,074,000 | 54,051,000 | 53,560,000 | 53,515,000 | |
| EBITDA | $528M | $498M | $-1.55B | $617M | $699M | $454M | $220M | $494M | $407M | $157M | $157M | $135M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $418M | $420M | $507M | $849M | · | $545M | $349M | $644M | $334M | $229M | $228M | $305M | |
| Short-term Investments | · | · | $0 | $1M | $76M | $228M | $109M | $74M | $209M | $189M | $431M | $287M | |
| Receivables | $651M | $615M | $603M | $720M | $443M | $393M | $341M | $295M | $300M | $249M | $102M | $106M | |
| Inventory | $921M | $893M | $991M | $977M | $577M | $501M | $462M | $385M | $339M | $276M | $153M | $155M | |
| Other Current Assets | $263M | $252M | $227M | $187M | $85M | $74M | $106M | $66M | $54M | $51M | $18M | $28M | |
| Current Assets | $2.51B | $2.47B | $2.70B | $2.79B | $2.15B | $1.80B | $1.43B | $1.46B | $1.24B | $999M | $940M | $895M | |
| PP&E (Net) | $810M | $771M | $784M | $800M | $326M | $284M | $242M | $194M | $172M | $175M | $69M | $73M | |
| PP&E (Gross) | $1.67B | $1.51B | $1.52B | $1.46B | $939M | $883M | $835M | $707M | $657M | $618M | $284M | $283M | |
| Accum. Depreciation | $859M | $736M | $738M | $662M | $613M | $599M | $594M | $512M | $485M | $443M | $215M | $210M | |
| Goodwill | $2.57B | $2.48B | $2.55B | $4.31B | $1.23B | $1.07B | $1.06B | $587M | $591M | $589M | $200M | $192M | |
| Intangibles | $2.14B | $2.27B | $2.62B | $3.17B | $576M | $512M | $565M | $320M | $366M | $408M | $44M | $46M | |
| Other Non-current Assets | $492M | $356M | $240M | $186M | $79M | $46M | $48M | $39M | $38M | $32M | $21M | $17M | |
| Total Assets | $8.80B | $8.59B | $9.12B | $11.49B | $4.54B | $3.90B | $3.42B | $2.61B | $2.41B | $2.21B | $1.27B | $1.22B | |
| Accounts Payable | $407M | $341M | $327M | $426M | $168M | $111M | $88M | $84M | $83M | $69M | $23M | $34M | |
| Accrued Liabilities | $78M | $62M | · | · | · | · | · | · | · | · | · | · | |
| Short-term Debt | $51M | $50M | $93M | $93M | $9M | $14M | $12M | $4M | $3M | $11M | · | · | |
| Current Liabilities | $927M | $775M | $848M | $952M | $460M | $374M | $318M | $263M | $290M | $237M | $91M | $104M | |
| Capital Leases | · | · | · | · | $193M | $187M | $45M | · | · | · | · | · | |
| Deferred Tax | $474M | $504M | $640M | $783M | $99M | $59M | $72M | $48M | $62M | $66M | $3M | · | |
| Other Non-current Liabilities | $131M | $149M | $106M | $90M | $44M | $58M | $42M | $30M | $32M | $21M | $5M | $39M | |
| Total Liabilities | $6.08B | $6.27B | $6.65B | $7.01B | $1.65B | $1.54B | $1.39B | $741M | $825M | $970M | $112M | · | |
| Long-term Debt | $4.15B | $4.49B | $4.70B | $4.83B | $808M | $815M | $872M | $344M | $390M | $601M | · | · | |
| Total Debt | $51M | $50M | $5.05B | $5.21B | $9M | $14M | $12M | $4M | $3M | · | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $100.0K | $100.0K | $113.0K | $113.0K | $113.0K | $113.0K | $113.0K | |
| Retained Earnings | $711M | $503M | $373M | $2.27B | $1.99B | $1.49B | $1.18B | $1.08B | $796M | $495M | $427M | $349M | |
| AOCI | $-93M | $-248M | $-96M | $69M | $-11M | $300.0K | $-22M | $-6M | $3M | $-31M | $-11M | $-2M | |
| Stockholders' Equity | $2.72B | $2.32B | $2.47B | $4.48B | $2.89B | $2.36B | $2.02B | $1.87B | $1.59B | $1.24B | $1.16B | $1.08B | |
| Liabilities + Equity | $8.80B | $8.59B | $9.12B | $11.49B | $4.54B | $3.90B | $3.42B | $2.61B | $2.41B | $2.21B | $1.27B | $1.22B | |
| Shares Outstanding | 67,200,000 | 67,400,000 | 66,900,000 | 66,600,000 | 55,500,000 | 55,200,000 | 54,596,183 | 54,039,554 | 54,355,535 | 53,672,861 | 53,199,720 | 53,154,666 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $344M | $348M | $397M | $216M | $104M | $99M | $110M | $80M | $83M | $66M | $22M | $21M | |
| Stock-based Comp | $55M | $48M | $54M | $45M | $37M | $30M | $49M | $27M | $24M | $25M | $13M | $11M | |
| Deferred Tax | $-196M | $-226M | $-234M | $-46M | $2M | $-7M | $-4M | $-19M | $-5M | $-39M | $410.0K | $5M | |
| Amort. of Intangibles | $247M | $245M | $295M | $146M | $55M | $55M | $67M | $44M | $46M | $36M | $7M | $5M | |
| Restructuring | $37M | $6M | $20M | $10M | $11M | $3M | $6M | $4M | $4M | $642.0K | $2M | $2M | |
| Operating Cash Flow | $645M | $528M | $319M | $529M | $640M | $513M | $244M | $414M | $355M | $180M | $138M | $102M | |
| CapEx | $148M | $118M | $87M | $164M | $87M | $85M | $64M | $63M | $31M | $19M | $12M | $13M | |
| Investing Cash Flow | $-145M | $-117M | $-84M | $-4.55B | $-205M | $-202M | $-947M | $73M | $23M | $-727M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | $40.0K | $191.0K | $745M | · | · | |
| Net Debt Issued | · | · | · | · | · | $-59M | $-106M | $-50M | $-228M | $591M | · | · | |
| Stock Repurchased | $45M | $0 | $0 | · | · | · | · | $75M | · | $2M | $13M | $21M | |
| Net Stock Activity | $-45M | · | · | · | · | · | · | $-75M | · | $-2M | $-13M | $-21M | |
| Dividends Paid | $59M | $59M | $59M | $52M | $47M | $44M | $44M | $42M | $38M | $36M | $36M | $35M | |
| Financing Cash Flow | $-562M | $-549M | $-259M | $3.97B | $-65M | $-122M | $476M | $-178M | $-280M | $560M | · | · | |
| Net Change in Cash | $-39M | $-161M | $-34M | $-57M | $358M | $193M | $-230M | $310M | $100M | $6M | $-78M | $17M | |
| Taxes Paid | $178M | $145M | $180M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $497M | $410M | $232M | $365M | $553M | $428M | $181M | $351M | $324M | $161M | $126M | $89M | |
| Levered FCF | $291M | $110M | $-108M | $229M | $532M | $404M | $146M | $337M | $300M | $136M | $126M | $89M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.7% | 47.6% | 45.3% | 43.6% | 46.8% | 45.0% | 43.7% | 47.2% | 46.5% | 43.7% | 44.6% | 43.3% | |
| Operating Margin | 13.4% | 13.9% | -42.9% | 17.4% | 23.7% | 19.5% | 11.6% | 23.8% | 21.2% | 12.1% | 19.2% | 17.3% | |
| Net Margin | 7.5% | 5.3% | -50.8% | 9.4% | 18.7% | 15.0% | 7.4% | 18.9% | 17.7% | 8.1% | 15.0% | 14.8% | |
| Pretax Margin | 7.7% | 5.0% | -53.2% | 12.2% | 22.6% | 18.1% | 9.4% | 23.2% | 23.4% | 9.9% | 19.6% | 17.5% | |
| EBITDA Margin | 13.4% | 13.9% | -42.9% | 17.4% | 23.7% | 19.5% | 11.6% | 23.8% | 21.2% | 12.1% | 19.2% | 17.3% | |
| ROA | 3.4% | 2.1% | -17.9% | 4.2% | 13.1% | 9.6% | 4.7% | 15.6% | 14.7% | 6.0% | 9.8% | 9.5% | |
| ROE | 11.2% | 8.1% | -74.4% | 7.7% | 19.6% | 15.3% | 7.0% | 21.3% | 24.0% | 8.7% | 10.9% | 11.0% | |
| ROIC | 18.5% | 22.2% | -19.7% | 4.9% | 20.0% | 15.8% | 8.5% | 21.5% | 19.4% | 10.4% | 10.3% | 10.6% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 3.2 | 3.2 | 2.9 | 4.7 | 4.8 | 4.5 | 5.6 | 4.3 | 4.2 | 10.3 | 7.1 | |
| Quick Ratio | 1.2 | 1.3 | 1.3 | 0.8 | 1.1 | 3.1 | 1.4 | 1.4 | 2.9 | 2.8 | 8.4 | 5.2 | |
| Debt / Equity | 0.0 | 0.0 | 2.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · | |
| LT Debt / Equity | · | · | 2.0 | 1.1 | · | · | · | · | · | · | · | · | |
| Interest Coverage | 2.5 | 1.8 | -4.4 | 3.5 | 27.5 | 15.6 | 5.0 | 29.2 | 13.1 | 5.1 | 1095.2 | 1877.0 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.4 | 0.4 | 0.7 | 0.6 | 0.6 | 0.8 | 0.8 | 0.7 | 0.7 | 0.6 | |
| Inventory Turnover | · | · | · | 2.6 | 2.9 | 2.7 | 2.5 | 3.0 | 3.3 | 3.4 | 2.9 | 3.0 | |
| Receivables Turnover | 6.2 | 5.9 | 5.5 | 6.1 | 7.1 | 6.4 | 6.0 | 7.0 | 7.0 | 7.4 | 7.8 | 7.0 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $40.46 | $34.45 | $36.95 | $67.31 | $52.01 | $42.77 | $37.06 | $34.66 | $29.23 | $23.14 | $21.82 | $20.35 | |
| Revenue / Share | $58.06 | $53.05 | $54.22 | $59.22 | $52.96 | $42.13 | $34.47 | $37.73 | $34.79 | $23.97 | $15.19 | $14.59 | |
| Cash Flow / Share | $9.53 | $7.81 | $4.78 | $8.83 | $11.48 | $9.28 | $4.44 | $7.52 | $6.45 | $3.33 | $2.58 | $1.90 | |
| Cash / Share | $6.22 | $6.23 | $7.58 | · | · | $9.87 | · | · | $6.14 | $4.26 | $4.28 | $5.75 | |
| Dividend / Share | $0.88 | $0.88 | $0.88 | $0.88 | $0.86 | $0.80 | $0.80 | $0.78 | $0.71 | · | · | · | |
| Dividend Paid / Share | $0.88 | $0.88 | $0.88 | $0.88 | $0.86 | $0.80 | $0.80 | $0.78 | $0.71 | $0.68 | $0.68 | $0.66 | |
| EPS (TTM) | $4.37 | $2.81 | $-27.54 | $5.56 | $9.90 | $6.33 | $2.55 | $7.14 | $6.16 | $1.94 | $2.28 | $2.16 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.6% | -0.99% | 2.1% | 20.2% | 26.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.5% | 6.7% | 15.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 55.5% | · | · | -43.8% | 56.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -7.7% | -34.3% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 55.3% | · | · | -39.6% | 57.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -4.0% | -29.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.93B | $3.59B | $3.62B | $3.55B | $2.95B | $2.33B | $1.90B | $2.08B | $1.92B | $1.30B | $814M | $781M | |
| Net Income TTM | $295M | $190M | $-1.84B | $333M | $551M | $350M | $140M | $393M | $339M | $105M | $122M | $116M | |
| Market Cap | $10.74B | $7.04B | $6.88B | $5.64B | $9.67B | $8.30B | $6.01B | $3.49B | $5.14B | $3.19B | $1.92B | $1.95B | |
| Enterprise Value | $10.37B | $6.67B | $11.42B | · | · | $7.55B | · | · | $4.60B | · | · | · | |
| P/E | 36.6 | 37.1 | -3.7 | 15.2 | 17.6 | 23.8 | 43.1 | 9.0 | 15.3 | 30.6 | 15.8 | 16.9 | |
| P/S | 2.7 | 2.0 | 1.9 | 1.6 | 3.3 | 3.6 | 3.2 | 1.7 | 2.7 | 2.5 | 2.4 | 2.5 | |
| P/B | 3.9 | 3.0 | 2.8 | 1.3 | 3.3 | 3.5 | 3.0 | 1.9 | 3.2 | 2.6 | 1.6 | 1.8 | |
| P / Tangible Book | · | · | · | · | 8.9 | 10.6 | · | · | · | · | · | · | |
| P / Cash Flow | 16.6 | 13.3 | 21.6 | 10.7 | 15.1 | 16.2 | 24.6 | 8.4 | 14.5 | 17.7 | 13.8 | 19.1 | |
| P / FCF | 21.6 | 17.2 | 29.7 | 15.5 | 17.5 | 19.4 | 33.3 | 10.0 | 15.9 | 19.8 | 15.2 | 21.9 | |
| EV / EBITDA | 19.6 | 13.4 | -7.3 | · | · | 16.6 | · | · | 11.3 | · | · | · | |
| EV / FCF | 20.9 | 16.3 | 49.2 | · | · | 17.6 | · | · | 14.2 | · | · | · | |
| EV / Revenue | 2.6 | 1.9 | 3.2 | · | · | 3.2 | · | · | 2.4 | · | · | · | |
| Dividend Yield | 0.55% | 0.84% | 0.86% | 0.92% | 0.49% | 0.53% | 0.72% | 1.2% | 0.74% | 1.1% | 1.9% | 1.8% | |
| Earnings Yield | 2.7% | 2.7% | -26.8% | 6.6% | 5.7% | 4.2% | 2.3% | 11.1% | 6.5% | 3.3% | 6.3% | 5.9% | |
| Payout Ratio | 20.0% | 31.1% | -3.2% | 15.6% | 8.6% | 12.6% | 31.0% | 10.8% | 11.3% | 34.7% | 29.4% | 30.1% | |
| Annual Payout | $59M | $59M | $59M | $52M | $47M | $44M | $44M | $42M | $38M | $36M | $36M | $35M |
Estado de resultados
| 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 | $1.25B | $1.08B | $1.03B | $988M | $973M | $936M | $935M | $896M | $887M | $868M | $893M | $932M | $1.00B | $794M | $1.09B | $954M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | · | · | · | $506M | $533M | $459M | · | $564M | |
| Gross Profit | $595M | $507M | $479M | $461M | $453M | $444M | $442M | $432M | $419M | $415M | $411M | $426M | $470M | $335M | $485M | $390M | |
| R&D Expense | $76M | $81M | $77M | $76M | $76M | $70M | $65M | $70M | $66M | $70M | $70M | $71M | $75M | $72M | $73M | $63M | |
| SG&A Expense | $200M | $190M | $184M | $180M | $175M | $185M | $176M | $167M | $161M | $170M | $162M | $167M | $172M | $174M | $169M | $126M | |
| Operating Income | $251M | $149M | $144M | $138M | $135M | $111M | $137M | $128M | $127M | $106M | $23M | $118M | $-1.70B | $1M | $163M | $118M | |
| Interest Expense | $38M | $45M | $51M | $53M | $55M | $53M | $54M | $64M | $79M | $87M | $90M | $93M | $88M | $85M | $84M | $80M | |
| Other Non-op | $2M | $1M | $-5M | $-2M | $-10M | $1M | $-3M | $-5M | $7M | $3M | $-11M | $-7M | $-11M | $2M | $-15M | $1M | |
| Pretax Income | $213M | $102M | $89M | $84M | $72M | $59M | $79M | $60M | $22M | $19M | $-80M | $22M | $-1.79B | $-79M | $66M | $40M | |
| Income Tax | $38M | $18M | $-18M | $10M | $10M | $7M | $-11M | $-2M | $-1M | $4M | $-11M | $-17M | $-22M | $-37M | $12M | $34M | |
| Net Income | $175M | $84M | $107M | $74M | $62M | $52M | $90M | $62M | $23M | $15M | $-69M | $39M | $-1.77B | $-42M | $54M | $6M | |
| EPS (Basic) | $2.59 | $1.24 | $1.60 | $1.10 | $0.92 | $0.77 | $1.34 | $0.92 | $0.34 | $0.22 | $-1.02 | $0.59 | $-26.47 | $-0.64 | $0.57 | $0.09 | |
| EPS (Diluted) | $2.41 | $1.18 | $1.58 | $1.10 | $0.92 | $0.77 | $1.34 | $0.92 | $0.33 | $0.22 | $-1.01 | $0.58 | $-26.47 | $-0.64 | $0.58 | $0.09 | |
| Shares (Basic) | 67,600,000 | 67,400,000 | · | 67,300,000 | 67,200,000 | 67,400,000 | · | 67,400,000 | 67,300,000 | 67,000,000 | · | 66,900,000 | 66,800,000 | 66,700,000 | · | 61,000,000 | |
| Shares (Diluted) | 72,700,000 | 71,100,000 | · | 67,600,000 | 67,400,000 | 67,700,000 | · | 67,600,000 | 67,500,000 | 67,400,000 | · | 67,100,000 | 66,800,000 | 66,700,000 | · | 61,100,000 | |
| EBITDA | $251M | $149M | · | $138M | $135M | $111M | · | $128M | $127M | $106M | · | $118M | $-1.70B | $1M | · | $118M |
Balance general
| 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 | $454M | $463M | $418M | $413M | $498M | $407M | $420M | $439M | $505M | $462M | · | · | · | · | · | · | |
| Short-term Investments | · | · | · | · | · | · | · | · | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Receivables | $830M | $775M | $651M | $611M | $649M | $639M | $615M | $609M | $597M | $576M | · | $618M | $631M | $572M | $720M | $730M | |
| Inventory | $1.03B | $949M | $921M | $934M | $918M | $894M | $893M | $940M | $938M | $971M | · | $1.01B | $1.04B | $1.06B | $977M | $961M | |
| Other Current Assets | $300M | $252M | $263M | $294M | $243M | $238M | $252M | $258M | $262M | $268M | · | $288M | $303M | $237M | · | $215M | |
| Current Assets | $2.77B | $2.54B | $2.51B | $2.54B | $2.48B | $2.43B | $2.47B | $2.67B | $2.65B | $2.66B | · | $2.77B | $2.73B | $2.75B | · | $2.79B | |
| PP&E (Net) | $798M | $795M | $810M | $769M | $801M | $774M | $771M | $770M | $759M | $766M | · | $761M | $777M | $794M | · | $655M | |
| PP&E (Gross) | · | · | $1.67B | · | · | · | $1.51B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $859M | · | · | · | $736M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.58B | $2.56B | $2.57B | $2.56B | $2.57B | $2.50B | $2.48B | $2.57B | $2.50B | $2.51B | · | $2.54B | $2.58B | $4.33B | $4.31B | $3.85B | |
| Intangibles | $2.02B | $2.06B | $2.14B | $2.20B | $2.27B | $2.24B | $2.27B | $2.44B | $2.42B | $2.50B | · | $2.61B | $2.73B | $3.11B | · | $3.65B | |
| Other Non-current Assets | $509M | $491M | $492M | $438M | $421M | $383M | $356M | $328M | $314M | $265M | · | $223M | $185M | $149M | · | $187M | |
| Total Assets | $8.94B | $8.73B | $8.80B | $8.78B | $8.83B | $8.56B | $8.59B | $9.02B | $8.86B | $8.93B | · | $9.14B | $9.23B | $11.37B | · | $11.37B | |
| Accounts Payable | $534M | $448M | $407M | $382M | $355M | $323M | $341M | $306M | $291M | $290M | · | $309M | $314M | $372M | · | $410M | |
| Accrued Liabilities | $83M | $83M | $78M | · | · | · | $62M | · | · | · | · | · | · | · | · | · | |
| Short-term Debt | $1.40B | $1.40B | $51M | $51M | $51M | $50M | $50M | $50M | $50M | $50M | · | $87M | $88M | $88M | · | $95M | |
| Current Liabilities | $2.42B | $2.29B | $927M | $886M | $832M | $781M | $775M | $781M | $740M | $721M | · | $838M | $835M | $876M | · | $1.01B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $220M | |
| Deferred Tax | $438M | $450M | $474M | $483M | $504M | $502M | $504M | $590M | $588M | $622M | · | $595M | $628M | $751M | · | $893M | |
| Other Non-current Liabilities | $157M | $136M | $131M | $151M | $170M | $160M | $149M | $126M | $124M | $114M | · | $97M | $93M | $94M | · | $75M | |
| Total Liabilities | $5.95B | $5.92B | $6.08B | $6.18B | $6.27B | $6.20B | $6.27B | $6.62B | $6.63B | $6.51B | · | $6.66B | $6.74B | $6.92B | · | $7.22B | |
| Long-term Debt | $2.54B | $2.65B | $4.15B | $4.25B | $4.36B | $4.41B | $4.49B | $4.76B | $4.83B | $4.69B | · | $4.79B | $4.82B | $4.84B | · | $4.89B | |
| Total Debt | $1.40B | $1.40B | · | $51M | $51M | $50M | · | $50M | $50M | $50M | · | $87M | $88M | $88M | · | $95M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $936M | $778M | $711M | $618M | $559M | $512M | $503M | $428M | $381M | $373M | · | $455M | $431M | $2.21B | · | $2.23B | |
| AOCI | $-41M | $-71M | $-93M | $-108M | $-84M | $-225M | $-248M | $-83M | $-190M | $-150M | · | $-159M | $-104M | $82M | · | $-208M | |
| Stockholders' Equity | $2.99B | $2.81B | $2.72B | $2.60B | $2.55B | $2.35B | $2.32B | $2.40B | $2.23B | $2.42B | $2.47B | $2.48B | $2.50B | $4.45B | $4.48B | $4.15B | |
| Liabilities + Equity | $8.94B | $8.73B | $8.80B | $8.78B | $8.83B | $8.56B | $8.59B | $9.02B | $8.86B | $8.93B | · | $9.14B | $9.23B | $11.37B | · | $11.37B | |
| Shares Outstanding | 67,600,000 | 67,300,000 | 67,200,000 | 67,200,000 | 67,200,000 | 66,900,000 | 67,400,000 | 67,298,941 | 67,300,000 | 67,100,000 | · | 66,900,000 | 66,900,000 | 66,700,000 | · | 66,500,000 |
Flujo de Efectivo
| 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 | $85M | $85M | $87M | $85M | $87M | $85M | $87M | $87M | $86M | $88M | $96M | $93M | $101M | $107M | $96M | $64M | |
| Stock-based Comp | $15M | $19M | $9M | $12M | $12M | $22M | $11M | $11M | $11M | $15M | $11M | $12M | $13M | $18M | $14M | $10M | |
| Deferred Tax | $-20M | $-24M | $-71M | $-45M | $-43M | $-37M | $-58M | $-73M | $-59M | $-36M | $-61M | $-53M | $-110M | $-10M | $-50M | $6M | |
| Amort. of Intangibles | $62M | $63M | $62M | $63M | $62M | $60M | $61M | $61M | $61M | $62M | $70M | $68M | $76M | $81M | $69M | $47M | |
| Restructuring | $6M | $3M | $12M | $4M | $5M | $16M | $0 | $1M | $2M | $3M | $7M | $1M | $11M | $1M | $0 | $5M | |
| Operating Cash Flow | $243M | $53M | $142M | $197M | $165M | $141M | $176M | $163M | $122M | $67M | $181M | $160M | $-59M | $37M | $184M | $199M | |
| CapEx | $54M | $25M | $50M | $51M | $29M | $18M | $51M | $22M | $27M | $18M | $34M | $18M | $18M | $17M | $55M | $26M | |
| Investing Cash Flow | $-55M | $-25M | $-49M | $-51M | $-27M | $-18M | $-51M | $-22M | $-26M | $-18M | $-34M | $-16M | $-17M | $-17M | $-52M | $-4.50B | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $45M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $0 | · | · | · | $-45M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $17M | $17M | $15M | $14M | $15M | $15M | $15M | $14M | $15M | $15M | $15M | $15M | $14M | $15M | $15M | $13M | |
| Financing Cash Flow | $-148M | $-137M | $-125M | $-128M | $-129M | $-180M | $-246M | $-144M | $-87M | $-72M | $-143M | $-38M | $-35M | $-43M | $-137M | $4.14B | |
| Net Change in Cash | $42M | $-106M | $-22M | $23M | $19M | $-59M | $-147M | $11M | $5M | $-30M | $16M | $102M | $-123M | $-29M | $25M | $-181M | |
| Free Cash Flow | · | $28M | · | · | · | $123M | · | · | · | $49M | · | · | · | $20M | · | · | |
| Levered FCF | · | $-9M | · | · | · | $76M | · | · | · | $-20M | · | · | · | $-25M | · | · |
Rentabilidad
| 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 | 47.7% | 47.0% | · | 46.7% | 46.6% | 47.4% | · | 48.2% | 47.2% | 47.8% | · | 45.7% | 46.9% | 42.2% | · | 40.9% | |
| Operating Margin | 20.1% | 13.8% | · | 14.0% | 13.9% | 11.9% | · | 14.3% | 14.3% | 12.2% | · | 12.7% | -169.1% | 0.13% | · | 12.4% | |
| Net Margin | 14.0% | 7.8% | · | 7.5% | 6.4% | 5.6% | · | 6.9% | 2.6% | 1.7% | · | 4.2% | -176.4% | -5.3% | · | 0.63% | |
| Pretax Margin | 17.1% | 9.5% | · | 8.5% | 7.4% | 6.3% | · | 6.7% | 2.5% | 2.2% | · | 2.4% | -178.6% | -10.0% | · | 4.2% | |
| EBITDA Margin | 20.1% | 13.8% | · | 14.0% | 13.9% | 11.9% | · | 14.3% | 14.3% | 12.2% | · | 12.7% | -169.1% | 0.13% | · | 12.4% | |
| ROA | 2.0% | 0.97% | · | 0.83% | 0.70% | 0.59% | · | 0.68% | 0.25% | 0.15% | · | 0.38% | -25.3% | -0.52% | · | 0.08% | |
| ROE | 6.3% | 3.2% | · | 3.0% | 2.6% | 2.2% | · | 2.5% | 0.97% | 0.44% | · | 1.2% | -62.9% | -1.1% | · | 0.17% | |
| ROIC | 4.7% | 2.9% | · | 4.6% | 4.5% | 4.1% | · | 5.4% | 5.8% | 3.4% | · | 8.2% | -64.8% | 0.01% | · | 0.42% |
Liquidez y Solvencia
| 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 | 1.1 | 1.1 | · | 2.9 | 3.0 | 3.1 | · | 3.4 | 3.6 | 3.7 | · | 3.3 | 3.3 | 3.1 | · | 2.8 | |
| Quick Ratio | 0.5 | 0.5 | · | 1.2 | 1.4 | 1.3 | · | 1.3 | 1.5 | 1.4 | · | 0.7 | 0.8 | 0.7 | · | 0.7 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | 6.6 | 3.3 | · | 2.6 | 2.5 | 2.1 | · | 2.0 | 1.6 | 1.2 | · | 1.3 | -19.3 | 0.0 | · | 1.5 |
Eficiencia
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | · | · | · | · | · | · | · | · | · | · | · | 0.5 | 0.6 | 0.5 | · | 0.7 | |
| Receivables Turnover | 1.7 | 1.5 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.8 | 1.5 | · | 1.6 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $44.20 | $41.77 | · | $38.69 | $37.99 | $35.19 | · | $35.63 | $33.18 | $36.13 | · | $37.01 | $37.29 | $66.73 | · | $62.39 | |
| Revenue / Share | $17.17 | $15.16 | · | $14.62 | $14.44 | $13.83 | · | $13.25 | $13.14 | $12.88 | · | $13.89 | $15.02 | $11.90 | · | $15.61 | |
| Cash Flow / Share | · | $0.75 | · | · | · | $2.08 | · | · | · | $0.99 | · | · | · | $0.55 | · | · | |
| Cash / Share | $6.72 | $6.88 | · | $6.15 | $7.41 | $6.08 | · | $6.52 | $7.50 | $6.89 | · | · | · | · | · | · | |
| Dividend / Share | $0.25 | $0.25 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | |
| Dividend Paid / Share | $0.25 | $0.25 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | |
| EPS (TTM) | $6.27 | $4.78 | · | $4.13 | $3.95 | $3.36 | · | $0.46 | $0.12 | $-26.68 | · | $-25.95 | $-26.44 | $2.35 | · | $7.67 |
Valoración (TTM)
| 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 | $4.35B | $4.07B | · | $3.83B | $3.74B | $3.65B | · | $3.54B | $3.58B | $3.70B | · | $3.81B | $3.84B | $3.60B | · | $3.23B | |
| Net Income TTM | $440M | $327M | · | $278M | $266M | $227M | · | $31M | $8M | $-1.78B | · | $-1.72B | $-1.75B | $148M | · | $430M | |
| Market Cap | $30.07B | $15.47B | · | $8.32B | $6.68B | $5.36B | · | $7.32B | $8.79B | $8.92B | · | $5.79B | $7.23B | $5.91B | · | $5.50B | |
| Enterprise Value | $31.01B | $16.40B | · | $7.96B | $6.23B | $5.01B | · | $6.93B | $8.33B | $8.51B | · | · | · | · | · | · | |
| P/E | 70.9 | 48.1 | · | 30.0 | 25.2 | 23.9 | · | 236.3 | 1088.2 | -5.0 | · | -3.3 | -4.1 | 37.7 | · | 10.8 | |
| P/S | 6.9 | 3.8 | · | 2.2 | 1.8 | 1.5 | · | 2.1 | 2.5 | 2.4 | · | 1.5 | 1.9 | 1.6 | · | 1.7 | |
| P/B | 10.1 | 5.5 | · | 3.2 | 2.6 | 2.3 | · | 3.1 | 3.9 | 3.7 | · | 2.3 | 2.9 | 1.3 | · | 1.3 | |
| P / Cash Flow | · | 291.8 | · | · | · | 38.0 | · | · | · | 133.2 | · | · | · | 159.8 | · | · | |
| EV / Revenue | 7.1 | 4.0 | · | 2.1 | 1.7 | 1.4 | · | 2.0 | 2.3 | 2.3 | · | · | · | · | · | · | |
| Dividend Yield | 0.21% | 0.39% | · | 0.71% | 0.88% | 1.1% | · | 0.81% | 0.68% | 0.66% | · | 1.0% | 0.79% | 0.93% | · | 0.87% | |
| Earnings Yield | 1.4% | 2.1% | · | 3.3% | 4.0% | 4.2% | · | 0.42% | 0.09% | -20.1% | · | -30.0% | -24.5% | 2.6% | · | 9.3% | |
| Payout Ratio | · | 20.2% | · | · | · | 28.8% | · | · | · | 100.0% | · | · | · | -35.7% | · | · | |
| Annual Payout | $63M | $61M | · | $59M | $59M | $59M | · | $59M | $60M | $59M | · | $59M | $57M | $55M | · | $48M |
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 | $3.93B | $3.59B | $3.62B | $3.55B | $2.95B |
| Margen Bruto % | 46.7% | 47.6% | 45.3% | 43.6% | 46.8% |
| Margen Operativo % | 13.4% | 13.9% | -42.9% | 17.4% | 23.7% |
| Beneficio neto | $295M | $190M | $-1.84B | $333M | $551M |
| EPS Diluido | $4.37 | $2.81 | $-27.54 | $5.56 | $9.90 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 2.0 | 1.2 | 0.0 |
| Ratio corriente | 2.7 | 3.2 | 3.2 | 2.9 | 4.7 |
| Ratio Rápido | 1.2 | 1.3 | 1.3 | 0.8 | 1.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $497M | $410M | $232M | $365M | $553M |
Propietarios institucionales (13F) 828 declarantes · $32.5B 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.
Tenedores
828
Valor en tenencia
$32.5B
Nuevas posiciones
218
Posiciones cerradas
50
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 218 (+40 vs trimestre anterior) | 50 (0 vs trimestre anterior) | 250 (+49 vs trimestre anterior) | 253 (+63 vs trimestre anterior) | +8.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $3 082 477 430 | 6 930 030 | 9,49% | Acciones |
| Invesco Ltd. | $2 073 508 050 | 4 661 664 | 6,39% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 649 019 050 | 3 707 327 | 5,08% | Acciones |
| JPMORGAN CHASE & CO | $1 404 811 557 | 3 373 844 | 4,33% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 356 444 288 | 3 049 560 | 4,18% | Acciones |
| VANGUARD GROUP INC | $1 196 471 339 | 7 487 305 | 3,69% | Acciones |
| STATE STREET CORP | $949 439 264 | 2 134 663 | 2,92% | Acciones |
| Point72 Asset Management, L.P. | $888 195 766 | 1 996 843 | 2,74% | Acciones |
| Capital International Investors | $851 875 178 | 1 915 187 | 2,62% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $686 574 757 | 1 539 072 | 2,11% | Acciones |
| FMR LLC | $666 976 512 | 1 499 498 | 2,05% | Acciones |
| JANE STREET GROUP, LLC | $646 072 000 | 1 452 500 | 1,99% | Opción de compra |
| WELLINGTON MANAGEMENT GROUP LLP | $629 851 923 | 1 416 034 | 1,94% | Acciones |
| Capital World Investors | $607 725 792 | 1 366 290 | 1,87% | Acciones |
| Whale Rock Capital Management LLC | $565 506 710 | 1 271 373 | 1,74% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $518 222 089 | 1 165 068 | 1,60% | Acciones |
| UBS Group AG | $505 310 592 | 1 136 040 | 1,56% | Opción de compra |
| ALKEON CAPITAL MANAGEMENT LLC | $476 843 392 | 1 072 040 | 1,47% | Acciones |
| NOMURA HOLDINGS INC | $444 800 000 | 1 000 000 | 1,37% | Opción de compra |
| NORGES BANK | $424 635 882 | 954 667 | 1,31% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $413 048 645 | 928 617 | 1,27% | Acciones |
| Sachem Head Capital Management LP | $361 488 960 | 812 700 | 1,11% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $359 486 470 | 808 198 | 1,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $329 774 720 | 741 400 | 1,02% | Opción de compra |
| CITADEL ADVISORS LLC | $310 323 616 | 697 670 | 0,96% | Acciones |
| MORGAN STANLEY | $303 166 053 | 681 576 | 0,93% | Acciones |
| Bank of New York Mellon Corp | $292 920 852 | 658 544 | 0,90% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $286 927 581 | 645 071 | 0,88% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $280 240 931 | 638 333 | 0,86% | Acciones |
| Qube Research & Technologies Ltd | $269 579 046 | 606 068 | 0,83% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $259 130 250 | 582 577 | 0,80% | Acciones |
| FengHe Fund Management Pte. Ltd. | $258 734 378 | 581 687 | 0,80% | Acciones |
| NORTHERN TRUST CORP | $257 034 798 | 577 866 | 0,79% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $236 974 157 | 533 145 | 0,73% | Acciones |
| BANK OF AMERICA CORP /DE/ | $231 672 747 | 520 847 | 0,71% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $211 093 806 | 474 686 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $190 444 234 | 428 157 | 0,59% | Acciones |
| JANE STREET GROUP, LLC | $173 516 480 | 390 100 | 0,53% | Opción de venta |
| GOLDMAN SACHS GROUP INC | $160 893 536 | 361 721 | 0,50% | Acciones |
| Nuveen, LLC | $160 755 348 | 361 411 | 0,50% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $145 642 116 | 327 432 | 0,45% | Acciones |
| UBS Group AG | $143 104 615 | 321 728 | 0,44% | Acciones |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $142 261 718 | 319 833 | 0,44% | Acciones |
| Madison Asset Management, LLC | $140 865 611 | 316 694 | 0,43% | Acciones |
| TREMBLANT CAPITAL GROUP | $131 387 248 | 295 385 | 0,40% | Acciones |
| TOMS Capital Investment Management LP | $130 326 400 | 293 000 | 0,40% | Acciones |
| SAMLYN CAPITAL, LLC | $125 386 007 | 281 893 | 0,39% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $118 116 195 | 265 549 | 0,36% | Acciones |
| ROYCE & ASSOCIATES LP | $116 345 002 | 261 567 | 0,36% | Acciones |
| Polar Capital Holdings Plc | $115 844 602 | 260 442 | 0,36% | Acciones |
Informantes de la empresa 48 insiders · 22 directivos · 22 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ramakumar Mayampurath | EVP & CFO | 22 de mayo de 2026 S | 1 | 0 | 1 | $-2 779 379 |
| Seth H Bagshaw | EVP, CFO & Treasurer | 22 de febrero de 2024 S | 1 | 0 | 0 | $0 |
| James Alan Schreiner | EVP & COO | 12 de junio de 2026 S | 19 201 | 0 | 6 | $-2 602 370 |
| Renee Martel Donlan | EVP, GC & CCO | 17 de agosto de 2026 A | · | 0 | 0 | $0 |
| John Edward Williams | EVP & GM, PSD | 3 de agosto de 2026 S | 4 098 | 0 | 2 | $-655 604 |
| Michelle M Mccarthy | SVP & Chief Accounting Officer | 5 de junio de 2026 S | 2 | 0 | 3 | $-1 133 776 |
| David Philip Henry | EVP, Global Str Mktg & GM, MSD | 1 de junio de 2026 S | 10 422 | 0 | 3 | $-3 235 950 |
| Eric Robert Taranto | EVP & GM, VSD | 11 de mayo de 2026 S | 12 596 | 0 | 3 | $-2 278 506 |
| Kathleen Flaherty Burke | EVP, GC & Secretary | 11 de mayo de 2026 S | 49 439 | 0 | 2 | $-2 456 839 |
| Mark Milton Gitin | EVP & GM, PSD | 15 de febrero de 2024 M | 16 134 | 0 | 0 | $0 |
| John R Abrams | Sr. VP, Global Sales | 15 de febrero de 2019 M | 6 864 | 0 | 0 | $0 |
| Brian Charles Quirk | Sr. VP, Global Operations | 7 de mayo de 2018 S | 17 641 | 0 | 0 | $0 |
| Dennis L Werth | Sr. VP, Business Units | 2 de abril de 2018 M | 1 244 | 0 | 0 | $0 |
| Paul Loomis | VP & GM, Astex | 30 de enero de 2014 J | 6 531 | 0 | 0 | $0 |
| Paul Eyerman | VP & GM, ENI and Medical | 30 de enero de 2014 J | 17 375 | 0 | 0 | $0 |
| John Alexander Smith | Sr. VP, ASG | 3 de julio de 2013 M | 5 931 | 0 | 0 | $0 |
| William D Stewart | VP/GM, Vacuum Products | 2 de abril de 2012 A | 15 261 | 0 | 0 | $0 |
| Ronald Weigner | V.P., C.F.O & Treasurer | 16 de marzo de 2009 A | 11 127 | 0 | 0 | $0 |
| Frank Schneider | VP and GM Ion Systems | 23 de agosto de 2007 F | 30 412 | 0 | 0 | $0 |
| Ron Hadar | V.P. General Manager CIT Prod. | 6 de junio de 2007 M | 12 000 | 0 | 0 | $0 |
| Robert L Klimm | V.P. & General Manager | 26 de abril de 2007 M | 10 000 | 0 | 0 | $0 |
| Donald K Smith | V.P. & CTO | 5 de enero de 2004 A | 3 381 | 0 | 0 | $0 |
| Elizabeth Mora | Consejero | 1 de septiembre de 2026 S | 18 845 | 0 | 4 | $-290 169 |
| Joseph B Donahue | Consejero | 27 de mayo de 2026 S | 10 033 | 0 | 1 | $-688 695 |
| Gerard G Colella | Consejero | 27 de mayo de 2026 S | 20 017 | 0 | 9 | $-11 736 775 |
| Peter Cannone III | Consejero | 18 de mayo de 2026 S | 7 794 | 0 | 2 | $-732 165 |
| Jacqueline F Moloney | Consejero | 14 de mayo de 2026 S | 8 775 | 0 | 4 | $-1 036 687 |
| Wissam G Jabre | Consejero | 11 de mayo de 2026 A | 5 270 | 0 | 0 | $0 |
| Raj Batra | Consejero | 11 de mayo de 2026 A | 16 227 | 0 | 0 | $0 |
| Michelle M Warner | Consejero | 7 de mayo de 2024 A | 10 852 | 0 | 0 | $0 |
| Geoffrey Wild | Consejero | 17 de agosto de 2022 A | 1 813 | 0 | 0 | $0 |
| HENRY JANICE K | Consejero | 11 de mayo de 2020 A | 1 989 | 0 | 0 | $0 |
| Gregory R Beecher | Consejero | 5 de mayo de 2020 S | 1 981 | 0 | 0 | $0 |
| Rick D Hess | Consejero | 8 de mayo de 2019 A | 5 468 | 0 | 0 | $0 |
| Richard S Chute | Consejero | 8 de mayo de 2019 S | 6 616 | 0 | 0 | $0 |
| John R Bertucci | Consejero | 8 de mayo de 2019 A | 67 275 | 0 | 0 | $0 |
| Peter Hanley | Consejero | 7 de agosto de 2018 S | 1 501 | 0 | 0 | $0 |
| Robert J Phillippy | Consejero | 15 de febrero de 2018 S | 7 355 | 0 | 0 | $0 |
| Robert R Anderson | Consejero | 8 de mayo de 2017 G | 9 296 | 0 | 0 | $0 |
| Cristina Amon | Consejero | 16 de diciembre de 2015 S | 29 283 | 0 | 0 | $0 |
| Louis P Valente | Consejero | 6 de febrero de 2012 S | 12 000 | 0 | 0 | $0 |
| Hans Jochen Kahl | Consejero | 2 de mayo de 2011 A | 16 000 | 0 | 0 | $0 |
| Owen W Robbins | Consejero | 8 de mayo de 2006 A | 0 | 0 | 0 | $0 |
| James G Berges | Consejero | 8 de mayo de 2006 A | · | 0 | 0 | $0 |
| EMERSON ELECTRIC CO | Propietario del 10% | 20 de septiembre de 2006 S | 3 621 249 | 0 | 0 | $0 |
| John Tseng-Chung Lee | · | 14 de agosto de 2026 S | 134 776 | 0 | 6 | $-13 878 072 |
| Leo Berlinghieri | · | 30 de diciembre de 2013 M | 157 546 | 0 | 0 | $0 |
| Claire R Bertucci | · | 1 de mayo de 2008 S | 1 965 206 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 82 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 |
|---|---|---|---|---|
| XMMO · Invesco Exchange-Traded Fund Trust | 2,98% | 784 304 SH | 2 de octubre de 2026 | Diario |
| PSI · Invesco Exchange-Traded Fund Trust | 2,38% | 262 189 SH | 2 de octubre de 2026 | Diario |
| SMCO · Tidal Trust II | 1,51% | 7 194 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,12% | 47 319 SH | 19 de agosto de 2026 | Diario |
| QUVU · Hartford Funds Exchange-Traded Trust | 1,11% | 6 697 NS | 31 de julio de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 1,10% | 1 981 NS | 31 de julio de 2026 | N-PORT |
| WLDR · Two Roads Shared Trust | 0,95% | 2 924 NS | 31 de julio de 2026 | N-PORT |
| RGEF · Tidal Trust III | 0,92% | 25 204 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,82% | 109 091 SH | 19 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,76% | 8 395 NS | 31 de julio de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,75% | 18 682 NS | 31 de julio de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,65% | 28 893 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,57% | 8 598 SH | 2 de octubre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,57% | 2 475 NS | 31 de julio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,57% | 7 442 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,50% | 16 816 SH | 19 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,46% | 10 088 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,43% | 992 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,43% | 29 250 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,41% | 447 200 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,36% | 1 549 067 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,34% | 775 059 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,34% | 28 313 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,32% | 6 281 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,32% | 491 603 SH | 19 de agosto de 2026 | Diario |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,30% | 15 839 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,25% | 11 077 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,24% | 35 829 SH | 11 de septiembre de 2026 | Diario |
| IMCG · iShares Trust | 0,24% | 36 868 SH | 11 de septiembre de 2026 | Diario |
| ESML · iShares Trust | 0,23% | 24 221 SH | 11 de septiembre de 2026 | Diario |
| IYJ · iShares Trust | 0,22% | 15 967 SH | 11 de septiembre de 2026 | Diario |
| TRFM · ETF Series Solutions | 0,19% | 1 599 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,18% | 8 487 SH | 2 de octubre de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,18% | 702 416 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,16% | 4 189 SH | 11 de septiembre de 2026 | Diario |
| IWS · iShares Trust | 0,16% | 91 409 SH | 11 de septiembre de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,14% | 90 268 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,13% | 274 473 SH | 11 de septiembre de 2026 | Diario |
| IMCB · iShares Trust | 0,12% | 7 834 SH | 11 de septiembre de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,08% | 37 021 SH | 19 de agosto de 2026 | Diario |
| IGM · iShares Trust | 0,08% | 32 089 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,07% | 111 882 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,06% | 32 349 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,06% | 368 NS | 31 de julio de 2026 | N-PORT |
| ILCG · iShares Trust | 0,05% | 6 448 SH | 11 de septiembre de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 4 249 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,05% | 15 164 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 1 341 SH | 2 de octubre de 2026 | Diario |
| IWP · iShares Trust | 0,04% | 32 394 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,04% | 136 237 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 2 144 301 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 11 061 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 5 637 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,03% | 14 112 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,03% | 41 847 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,03% | 3 411 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 57 335 SH | 19 de agosto de 2026 | Diario |
| TOV · EA Series Trust | 0,03% | 260 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,03% | 20 473 NS | 31 de julio de 2026 | N-PORT |
| ILCB · iShares Trust | 0,03% | 1 291 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,03% | 2 930 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,03% | 46 287 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 87 382 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 18 291 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,02% | 1 738 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 8 293 SH | 2 de octubre de 2026 | Diario |
| ESG · FlexShares Trust | 0,02% | 90 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 1 359 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,02% | 16 734 SH | 11 de septiembre de 2026 | Diario |
| DFVX · Dimensional ETF Trust | 0,01% | 196 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 5 390 NS | 31 de julio de 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 9 051 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 155 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 920 SH | 2 de octubre de 2026 | Diario |
| IWF · iShares Trust | 0,00% | 21 241 SH | 11 de septiembre de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,00% | 435 NS | 31 de julio de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,00% | 4 NS | 31 de julio de 2026 | N-PORT |
| IJH · iShares Trust | · | 2 369 830 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 277 710 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 99 879 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 9 227 SH | 8 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 31 098 SH | 11 de septiembre de 2026 | Diario |
MKSI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 20 analistas
COMPRA
Objetivo mediano
$405.00
+45,5%
4 20,0%
Compra fuerte
13 65,0%
Compra
2 10,0%
Mantener
1 5,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
14 analistas · 2026-10-05Objetivo medio $410.86 +47,6%
Ahora
Precio Actual $278.31
Mín$270.00
Media$410.86
Máx$600.00
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 |
|---|---|---|---|---|---|---|
| MKSI | $10.74B | 36.6 | 9.6% | 7.5% | 11.2% | 46.7% |
| AMAT | $181.40B | 26.4 | 4.4% | 24.7% | 35.5% | 48.7% |
| KLAC | $394.33B | 82.4 | 11.7% | 35.6% | 81.8% | · |
| TER | $30.21B | 55.8 | 13.1% | 17.4% | 19.7% | 58.2% |
| Q | · | 24.7 | 9.7% | 15.3% | 8.2% | · |
| ENTG | $12.80B | 54.4 | -1.4% | 7.4% | 6.1% | 44.4% |
| ONTO | $8.24B | 59.7 | 1.8% | 13.6% | 6.7% | 49.7% |
| AMKR | $9.76B | 26.3 | 6.2% | 5.6% | 8.7% | 14.0% |
| FORM | $4.51B | 84.1 | 2.8% | 6.9% | 5.4% | 39.3% |
| ACMR | · | 28.8 | 15.2% | 10.4% | 7.9% | 44.4% |
| AXTI | $905M | -33.4 | -11.1% | -24.1% | -9.1% | 12.7% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 6, 2026